2. Amendment 2 to Park Consulting — Costa Mesa City Council, April 19, 2022

1 Park Consulting Group, Inc. Amendment Three
Rev. 05-20

AMENDMENT NUMBER THREE

TO PROFESSIONAL SERVICES AGREEMENT
WITH
PARK CONSULTING GROUP, INC.

THIS AMENDMENT NUMBER THREE (“Amendment”) is made and entered into this 19th day of April, 2022 (“Effective Date”), by and between the CITY OF COSTA MESA, a municipal corporation (“City”), and PARK CONSULTING GROUP, INC. , a California corporation (“Consultant”).

WHEREAS, City and Consultant entered into an agreement dated September 24, 2021 for Consultant to provide consulting services (the “Agreement”); and WHEREAS, City and Consultant amended Consultant’s maximum annual compensation through Amendment Number One to the Agreement, dated December 13, 2021; and WHEREAS, City and Consultant amended the Scope of Services and increased Consultant’s maxi mum annual compensation through Amendment Number Two t o the Agreement, dated March 21, 2022; and
WHEREAS, City and Consultant now desire to amend the Scope of Services to include the additional services set forth in Exhibit “A,” attached hereto and incorporated herein; and WHEREAS, City desires to amend the Agreement to reflect that Consultant’s maximum compensation shall not exceed Three Hundred Ninety -Three T housand Two Hundred Fifty Dollars ($393,250.00); and
WHEREAS, City and Consultant desire to amend Section 4.1 of the Agreement as set forth herein.

NOW, THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

1. The Scope of Services shall be amended to include the additional services set forth in Exhibit A. City agrees to pay Consu ltant for such additional services in accordance with the fee schedules set forth in Exhibit A.

2. Section 2.1 of the Agreement shall be amended to read as follows:

2.1. Compensation. Consultant’s total compensation shall not exceed Three Hundred Ninety-Three Thousand Two Hundred Fifty Dollars ($393,250.00).

3. Section 4.1 of the Agreement shall be amended to read as follows:

4.1. Term. This Agreement shall commence on the Effective Date and continue through December 31, 2024, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties.

4. All terms not defined herein shall have the same meaning and use as set forth in the Agreement.

ATTACHMENT 2
2 Park Consulting Group, Inc. Amendment Three Rev. 05-20

5. All other terms, conditions, and provisions of the Agreement not in conflict with this Amendment shall remain in full force and effect. 6. This Amendment may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement. IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed by and through their respective authorized officers, as of the date first written above. CITY OF COSTA MESA ________________________________ Date: __________________________ City Manager CONSULTANT ________________________________ Date: __________________________ Signature ________________________________ Name and Title ATTEST: ________________________________ City Clerk APPROVED AS TO FORM: ________________________________ Date: __________________________ City Attorney APPROVED AS TO INSURANCE: ________________________________ Date: __________________________ Risk Management 3 Park Consulting Group, Inc. Amendment Three Rev. 05-20 APPROVED AS TO CONTENT: ________________________________ Date: __________________________ Project Manager DEPARTMENTAL APPROVAL: ________________________________ Date: __________________________ Economic and Development Services Director APPROVED AS TO PURCHASING: ________________________________ Date: __________________________ Finance Director

EXHIBIT A ADDITIONAL SERVICES

PARK CONSULTING GROUP

SCOPE OF SERVICES AND COST PROPOSAL

The following is Park Consulting Group’s (PCG) proposed approach of the consulting services needed to support the City of Costa Mesa for the LMS Implementation Project – Sprint 4 Back-Office Configuration, Reports and Forms Design and Development, and Automations (I/O) Configuration:

SPRINT 4 BACK-OFFICE CONFIGURATION:

A. Park Consulting Group is responsible for the following tasks related to the completion of configuration and development detailed in Attachment 1:

• PCG will be responsible for the configuration of the Business Process Tracker items identified in Attachment 1, from the Tyler Tech EnerGov Project Sharepoint Site – Business Process Tracker. The original (first) ‘Final -signed’ Business Process Questionnaire .pdf attachments for each Business Process Tracker item will be the sole reference source for the configuration. Configuration will be performed in EnerGov v2021.

• PCG will facilitate reviews with the City’s functional leads who are responsible to validate configuration that matches the Business Process Questionnaires and exiting configuration guide, Configuration Standardization Guide_vk2 0220314.docx, which itemizes some configurations already implemented within previous sprints and necessary for consistency or proper configuration.

• PCG will resolve configuration corrections identified by the City’s functional leads b ased on non-matching configuration in comparison to the Questionnaires.

• PCG will facilitate reviews for correction validation with the City’s functional leads who are responsible to validate configuration that matches the Business Process Questionnaires.

• PCG will provide a lead functional consultant for the project along with an additional functional consultant in order to achieve on-time delivery of milestones in Section C.

B. Key Assumptions
• City will provide a primary project contact available daily throughout the duration of services to successfully deliver PCG services. If the primary project contact is not available for a particular day, a back-up will be provided by the City.

• City will provide process leads and subject matter experts to serve as project team members that are sufficiently available throughout the duration of services to successfully deliver PCG services in a timely, efficient, and productive manner.

• In order to meet timelines, City SMEs will answer questions and provide feedback and

PARK CONSULTING GROUP

responses in a timely manner (within 2 business days).

• City estimates PCG should have the full ability to deliver the project remotely with no on- site visits and/ or incurred travel costs. If travel is required, PCG will seek approval from the City on travel expense reimbursement.

• Remote access and full system administrator access to EnerGov will be needed upon the start of work. This includes, and is not limited to, access to VPN/virtual desktop logins, Google Chrome and Internet Explorer, EnerGov Application, EnerGov Application Server, EnerGov Services Server, EnerGov Database and DB Server, and Tyler Tech Project Sharepoint.

• Configuration will be performed based on approved Business Process Questionnaires (in scope inventory provided in Attachment 1). If any changes are required or requested beyond the documentation in the Business Process Questionnaires, City will be responsible to track these as change requests. PCG may provide configuration changes based on the hourly rates provided in Section C. Hourly work must be approved by City’s project manager in advance.

• Excluded sections of Business Process Questionnaires for configuration:
o Automations Section – Excludes automations and georules configuration. o Reports Section – Excludes reports / forms development. o CSS Configuration – Excludes CSS or online-related configuration. This includes, and is not limited to: CSS Admin Case Type Creation, Online Custom Field Layouts, CSS Electronic Signatures, etc.

• Unconfigurable items - Business Process Questionnaires are based on the EnerGov system available at the time of PCG’s configuration work and will have the ability to enable the functionality as specified in the Business Process Questionnaires. Any functionality that is not able to be configured and/or results in system errors will be excluded as required for milestone sign-off.

• Incomplete specifications - Business Process Questionnaires are complete and configurable by the City and Tyler Tech. Any gaps in specifications that prevent configuration completion will be excluded as required for milestone sign-off.

• Conflicting Configuration Work – Tyler Tech and City activities in the EnerGov system will not conflict with the PCG’s configuration work. Any rework created by conflicting configuration work, such-as updates/ changes/ overwriting, will exclude the applicable Business Process components as required for milestone sign-off. The City may request rework to be completed by PCG based on the hourly rates provided in Section C.

• Dependent Global Configuration and Sprint 1 & 2 Configuration - The City and Tyler Tech are responsible for the configuration and setup of global configuration listed in

PARK CONSULTING GROUP

Client Questionnaire Results > Department = All Department and the planned Sprint 1 & Business Processes (provided on Feb 24, 2022). Global Configuration and Sprint 1 & 2 configuration that the Business Process Questionnaires are dependent on will be complete by the time PCG begins configuration activities. Any gaps in required configuration that prevent PCG’s configuration completion will be excluded as required for milestone sign-off.

• Existing Configuration Clean-up – PCG will not be responsible for clean-up of existing configuration created by Tyler Tech or the City to complete configuration work. The City may request clean-up to be completed by PCG based on the hourly rates provided in Section C.

• Milestone schedule – The following ‘Sprint’ schedule provided by the City, in agreement with Tyler Tech, is based on the current project timeline. Fixed-price compensation is based on the Sprint schedule. If start dates and/or end dates of Sprints are adjusted by the City or Tyler Tech, a change order and additional compensation will be required to continue to secure PCG resources through the adjusted duration of the Sprint schedule.

Sprint Start Date End Date
Sprint 3 03/21/22 04/29/22
Sprint 4 05/02/22 06/17/22
Sprint 5 06/20/22 08/04/22
Sprint 6 08/05/22 09/23/22

• PCG will provide up to 2 hours review configuration with functional leads for each unique process. All taxonomies are included within the 2 hours for each unique configured process.

• Status meetings will be scheduled on an ad-hoc basis with the City as configuration progress is made. PCG will not be required to attend Tyler Tech meetings and other project meetings.

• PCG will proceed with this scope of work after Sprint 3 back-office configuration process items are completed.

PARK CONSULTING GROUP

C. Total not-to-exceed budget and duration of services:
• Total Not to Exceed: $79,000
• Duration of Services: April 19, 2022 – June 30, 2022
• PCG’s services are proposed with a fixed-price compensation approach tied to the following/ milestones and deliverables. Each will be billed based on the back-office configuration completion of the following processes:

Milestones ID Process Name Amount
Milestone 1
35 City Projects_Planning
$19,750 31 Appeal_Planning
11 Banner Permit_Planning
Milestone 2
40 Screenings_Planning
$19,750
30 Antenna_Planning
9 Group Home Permit_Code
21 Public Entertainment Permit_Code
Enforcement
Milestone 3
15 CIP_Engineering
$19,750
27 Subdivison Map_Engineering
28 Vacation-Abandonment Right-of-
Way_Engineering
29 WQMP_Engineering
Milestone 4
16 Construction Permit_Fire
$19,750 24 SingleEventPermit_Fire
6 Film Permit_Transportation
TOTAL AMOUNT $79,000
*Cancellation of initiated milestones will result in full payment amount of the initiated milestone.

• Park Consulting Group provides a broad range of Building and Permitting System implementation, advisory, and development services. City may request additional services outside of the scope of services and will be considered based on the established hourly rates below:

PCG Resources 2022-23
Rates
LMS Configuration &
Report Development
LMS Principal Consultant $225/ hour
LMS Lead Functional Consultant $195/ hour
LMS Functional / Configuration Consultant $175/ hour
Reports / Stored Procedure Developer $175/ hour
GIS
GIS Principal Consultant $195/ hour
GIS Senior Consultant $175/ hour
GIS Consultant $150/ hour
Server/ Network
Server/ Network Principal Consultant $195/ hour
Server/ Network Consultant $175/ hour
Server/ Network Technician $150/ hour

PARK CONSULTING GROUP

ATTACHMENT 1
Business Process Tracker - Configuration Inventory
PCG will be responsible for the completion of the following Business Process Tracker items identified in the Tyler Tech EnerGov Project Sharepoint Site – Business Process Tracker. The original (first) ‘Final-signed’ .pdf attachment will be the reference source for the configuration.

ID Process Name Division
35 City Projects_Planning Planning
31 Appeal_Planning Planning
11 Banner Permit_Planning Planning
40 Screenings_Planning Planning
30 Antenna_Planning Planning
9 Group Home Permit_Code Code Enf
21 Public Entertainment Permit_Code Enforcement Code Enf 15 CIP_Engineering Engineering
27 Subdivison Map_Engineering Engineering
28 Vacation-Abandonment Right-of-Way_Engineering Engineering 29 WQMP_Engineering Engineering
16 Construction Permit_Fire Fire
24 SingleEventPermit_Fire Fire
6 Film Permit_Transportation Transportation

PARK CONSULTING GROUP

REPORTS & FORMS DEVELOPMENT:

Duration of services: April 1, 2022 – December 31, 2024 D. Park Consulting Group will provide the City of Costa Mesa with the services associated with the City’s EnerGov implementation project such as those listed below:

Reports and Forms Design and Development:
• Provide report and form development services to design, develop, and deploy City- assigned non-standard forms and statistical reports generated from EnerGov. List of reports to be delivered are provided in Attachment 2.
• Reports and Forms will be developed with SSRS unless City approves the use of Crystal Reports.
• Park Consulting Group will own and perform the following services related to reports and forms design and development:
• Review specifications document and provide feedback as required to ensure requirements are fully understood for development
• Design and develop templates required for reports and forms (the City may have the opportunity to design and develop templates to conserve hours for PCG report and form development. This will be determined on a case-by- case basis by PCG)
• Develop stored procedures and queries required for reports and forms • Prepare and stored procedures development package to be sent to Tyler Tech
• Send and stored procedures/ queries as required by Tyler Tech and cc: City (PCG can also manage this process through a City facilitated process) • Attend meetings with City and Tyler Tech related to design, development, and deployment of reports and forms
• City of Costa Mesa will own and perform the following activities related to reports and forms design and development in an effort to create a more seamless transition for the City’s staff to self-support the reports after Go-Live:
• Provide a prioritized list of reports and forms to be developed before Go-Live • Information gathering and specifications of reports and forms required to be developed with comments in PDF or Word doc format detailing the filters, EnerGov module, case types and workclasses, standard and custom fields, workflow steps, workflow actions, activities, etc. (If configuration is not complete when PCG report and form design and development work begins, additional hours and effort will be required to address delays and rework) • Populate all sample data (and all process variations) related to the required reports and forms in applicable EnerGov environment(s). This is to ensure queries return expected data during development, QA, and testing • Test deployed reports within all applicable modules and case types and provide feedback and issues to PCG
• City of Costa Mesa will work with Tyler Tech to provide the following for PCG:
• Access to Tyler Tech Sharepoint Site and Report Tracker • Regular database backups of the EnerGov environment with the most up-to- date configuration and all related populated test data

PARK CONSULTING GROUP

• Database backups to be transferrable to PCG technical environments to develop reports and forms
E. Key Assumptions
• City will provide a primary project contact available daily throughout the duration of services to successfully deliver PCG services. If the primary project contact is not available for a particular day, a back-up will be provided by the City.

• In order to meet timelines, City SMEs will answer questions and provide feedback and responses in a timely manner (within 2 business days).

• Reports and forms will be developed within the best practices established by Tyler Technologies, SSRS, and Crystal Reports. If limitations exist in requested method of development (SSRS), then Crystal Reports may be utilized to meet the requests of the reports/ forms requirement after approval from the City’s project manager is given.

• Configuration will be performed based on approved reports and forms specifications uploaded into Tyler Tech Sharepoint. If any changes are required or requested beyond the documentation in the approved specifications, City will be responsible to track these as change requests. PCG may provide configuration changes based on the report estimates and hourly rates provided in Section F.

• Undevelopable items – Specifications are based on the EnerGov system and database available at the time of PCG’s configuration work and will have the ability to enable the approved specifications. Any intended configuration that is not configured and results in delays of completing report and form development at the time report and form development has begun, may be excluded from the report and form development and result in a change order for additional report and form development. Additionally, if requested report / forms functionality is not available in SSRS, Crystal Reports, and/or

PARK CONSULTING GROUP

Tyler Technologies systems, then report/ form may be descoped from development.

• Incomplete specifications – Any gaps in approved specifications that prevent configuration completion may result in a change order for report and form development.

• Conflicting configuration and development work – Tyler Tech and City activities in the EnerGov system will not conflict with the PCG’s report and form development work. Any rework created by conflicting report and form development work, such-as updates/ changes/ overwriting Business Process components and/or developed report and form development work by the City or Tyler Tech. The City may request rework to be completed by PCG based on the hourly rates provided in Section F.

• Dependent Global Configuration and Sprint 1 & 2 Configuration - The City and Tyler Tech are responsible for the configuration and setup of global configuration listed in Client Questionnaire Results > Department = All Department and the planned Sprint 1 & Business Processes (provided on Feb 24, 2022). Global Configuration and Sprint 1 & 2 configuration that the report specifications are dependent on will be complete by the time PCG begins report and form development activities. Any gaps in required configuration that prevent PCG’s report and form development completion may impact timeline to complete reports and forms and result in a change order for report and form development.

• Existing Configuration Clean-up – PCG will not be responsible for clean-up of existing configuration created by Tyler Tech or the City to complete report and form development. The City may request clean-up to be completed by PCG based on the hourly rates provided in Section F.

• Status meetings will be scheduled on an ad-hoc basis with the City as configuration progress is made. PCG will not be required to attend Tyler Tech meetings and other project meetings.

PARK CONSULTING GROUP

F. Total not-to-exceed budget and duration of services:
• Total Not to Exceed: $171,000 (est. $2,850 per report). PCG will work with the City to select 60 reports from Attachment 2.
• Duration of Services: April 19, 2022 – December 31, 2024 • PCG’s services are proposed with a time and materials compensation approach and reports and forms development services will be considered based on the established hourly rates below and report estimates:

PARK CONSULTING GROUP

ATTACHMENT 2
Report Tracker
PCG will be responsible for the completion of 60 of the following Report Tracker items identified in the Tyler Tech EnerGov Project Sharepoint Site – Report Tracker. The original (first) ‘Final-signed’ .pdf specifications document attachment will be the reference source for the report and form development.

ID Report/ Form Title Description Department Project Priority 1 Special Event Permit
Parks and Recreation permit for
special events. Parks and Recreation 1 - High
2 Film Permit Film Permit Transportation 1 - High
3 Operators Permit Operators Permit Finance 3 - Low
4 Renewal Notice First Renewal Letter Finance 1 - High 5 Past Due Renewal Notice Second Renewal Notice Finance 1 - High 6 Delinquent- Final Renewal Notice Final renewal notice Finance 1 - High 7 Bingo Permit Bingo Permit Finance 3 - Low
8 Christmas Tree Lot/Fire Work stand permit
Christmas Tree Lot/Fire Work stand
permit Finance 3 - Low
9 Business Report Permit Time Tracking Report Finance 3 - Low 10 Solicitation Permit
Permit Snapshot Report, Standard
Permit License Finance 3 - Low
11 Approved Applicants - List of all approved permits by year Project Listing Finance 3 - Low 12 Business License Standard Business License Finance 1 - High 13 Professional License Professional License Finance 3 - Low 14 Operational Permit Operational Permit Fire Safety 1 - High 15 FSEC - Permit FSEC - Permit Fire Safety 3 - Low
16 Inspection Card Inspection Card Fire Safety 3 - Low
17 Placard/Permit Card Permit card Fire Safety 3 - Low 18 Inspection Result/Correction List Linked Permit Inspection History Fire Safety 1 - High 19 Plan Review Comment Letter Plan Check status Engineering 3 - Low

PARK CONSULTING GROUP

ID Report/ Form Title Description Department Project Priority 20 Construction Access Permit
Construction access permit:

Conditions can go under the
description Engineering 1 - High
21 Encroachment Permit Encroachment Permit Engineering 1 - High 22 Refund Form Refund form Engineering Engineering 3 - Low 23 Standard Condition Report
Conditions can go on this with the
permit details on snapshot and the
signature is on the standard permit
license Engineering 3 - Low
24 Annual WQMP Report by Approval and Inspection Date
Annual WQMP Report by Approval
Date Engineering 3 - Low
26 Information Card Charitable Solicitation (Identification Card) Finance 3 - Low 27 Storage Permit Storage Permit Engineering 3 - Low
28 Plan Review Letter Plan Review Letter Building 1 - High 29 30 Days to Plan Check Expiration 30 day plan check expiration Building 1 - High 30 30 Days to Permit Expiration Notice 30 Days to Permit Expiration Notice Building 1 - High 31 Certificate of Occupancy Certificate of Occupancy Building 1 - High 32 Temporary Certificate of Occupancy
Temporary Certificate of
Occupancy Building 1 - High
33 Fire Damage inspection report Fire Damage Inspection Report Building 3 - Low 34 Placard Placard Building 3 - Low
35 Change of Address Letter Change of Address Letter Planning & Zoning 1 - High 36 Zoning Verification Letter Zoning Verification Letter Planning & Zoning 1 - High 37 Withdraw Application Letter Withdraw Application Letter Planning & Zoning 1 - High 38 Second Story Notification Second Story Notification Planning & Zoning 1 - High 39 Land Use Restrictions Land Use Restrictions Planning & Zoning 3 - Low 40 Public Notice Certification form Public Notice Certification form Planning & Zoning 3 - Low 41 Extension Letter Granted Extension Letter Granted Planning & Zoning 3 - Low 42 Temporary Use Permit Approval Letter: Food Truck
Temporary Use Permit Approval
Letter: Food Truck Planning & Zoning 3 - Low

PARK CONSULTING GROUP

ID Report/ Form Title Description Department Project Priority 43 Temporary Use Permit Approval Letter: Outdoor Dinning Temporary Use Permit Approval
Letter: Outdoor Dinning Planning & Zoning 3 - Low
44 Temporary Use Permit Approval Letter: Other Uses
Temporary Use Permit Approval
Letter: Other Uses Planning & Zoning 3 - Low
46 Inter Office Memo Inter Office Memo Code Enforcement 3 - Low 47 Office Conference – Prosecution Office Conference – Prosecution Code Enforcement 3 - Low 48 Incident Report Narrative Incident Report Narrative Code Enforcement 3 - Low 49 Violation Code Sheet Violation Code Sheet Code Enforcement 3 - Low 50 Contact Sheet Contact Sheet Code Enforcement 3 - Low 51 Incident Report Face Sheet Incident Report Face Sheet Code Enforcement 3 - Low 52 Live Entertainment Permit Live Entertainment Permit Code Enforcement 3 - Low 53 Live Entertainment Permit Expiration Notice
Live Entertainment Permit
Expiration Notice Code Enforcement 3 - Low
54 Live Entertainment Permit Renewal Live Entertainment Permit Renewal Code Enforcement 3 - Low 55 Notice to Proceed Notice to Proceed Code Enforcement 1 - High 56 Inspection Correction Notice
Building Inspection Correction
Sheet/Notice Building 1 - High
57 Plan Check Extension Letter Plan Check Extension Letter Building 1 - High

PARK CONSULTING GROUP

AUTOMATIONS CONFIGURATION:

Duration of services: April 19, 2022 – December 31, 2024 G. Park Consulting Group is responsible for the following tasks related to the completion of configuration and development detailed in Attachment 1:

• PCG will be responsible for the configuration of the Automation (Intelligent Object) items identified in Attachment 3, from the Tyler Tech EnerGov Project Sharepoint Site – Automation Tracker. The original (first) ‘Final -signed’ Automation Questionnaire .pdf attachments for each Automation Tracker item will be the sole reference source for the configuration. Configuration will be performed in EnerGov v2021.

• PCG will facilitate reviews with the City’s functional leads who are responsible to validate configuration that matches the Automation Questionnaires.

• PCG will resolve configuration corrections identified by the City’s functional leads based on non-matching configuration in comparison to the Questionnaires.

• PCG will facilitate reviews for correction validation with the City’s functional leads who are responsible to validate configuration that matches the Automation Questionnaires.

H. Key Assumptions
• City will provide a primary project contact available daily throughout the duration of services to successfully deliver PCG services. If the primary project contact is not available for a particular day, a back-up will be provided by the City.

• In order to meet timelines, City SMEs will answer questions and provide feedback and responses in a timely manner (within 2 business days).

PARK CONSULTING GROUP

• Configuration will be performed based on approved Automation Questionnaires identified as Intelligent Objects (in scope inventory provided in Attachment 3). If any changes are required or requested beyond the documentation in the Automation Questionnaires, City will be responsible to track these as change requests. PCG may provide configuration changes based on the hourly rates provided in Section I.

• Unconfigurable items – Automation Questionnaires are based on the EnerGov system available at the time of PCG’s configuration work and will have the ability to enable the functionality as specified in the Automation Questionnaires. Any functionality that is not able to be configured based on best practices and/or results in system errors will be excluded.

• Incomplete specifications – Automation Questionnaires are complete and considered configurable by the City and Tyler Tech. Any gaps in specifications that prevent configuration completion may result in a change order.

• Conflicting Configuration Work – Tyler Tech and City activities in the EnerGov system will not conflict with the PCG’s configuration work. Any rework created by conflicting configuration work, such-as updates/ changes/ overwriting, will exclude the applicable Business Process and Automation components as required for milestone sign-off. The City may request rework to be completed by PCG based on the hourly rates provided in Section I.

• Dependent Global Configuration and Sprint 1 & 2 Configuration - The City and Tyler Tech are responsible for the configuration and setup of global configuration listed in Client Questionnaire Results > Department = All Department and the planned Sprint 1 & Business Processes (provided on Feb 24, 2022). Global Configuration and Sprint 1 & 2 configuration that the Automation Questionnaires are dependent on will be complete by the time PCG begins configuration activities. Any gaps in required configuration that prevent PCG’s configuration completion may result in a change order.

• Status meetings will be scheduled on an ad-hoc basis with the City as configuration progress is made. PCG will not be required to attend Tyler Tech meetings and other project meetings.

PARK CONSULTING GROUP

I. Total not-to-exceed budget and duration of services:
a. Total Not to Exceed: $43,750 (est. $875 per automation) PCG will work with the City to select 50 Automations (Intelligent Objects) from Attachment 3. b. Duration of Services: April 19, 2022 – December 31, 2024 c. PCG’s services are proposed with a time and materials compensation approach and automations services will be considered based on the established hourly rates below and automation estimates:

Optional Task

The completion of additional reports and automations may be added to this contract for an amount not to exceed $76,250. All additional reports and automations will be estimated per the rates identified within this proposal; $2,850 per Report and $875 per Automation.

PARK CONSULTING GROUP

ATTACHMENT 3
Automation Tracker - Configuration Inventory
PCG will be responsible for the completion of 50 selected Intelligent Objects from the Automation Tracker items identified in the Tyler Tech EnerGov Project Sharepoint Site – Automation Tracker. The original (first) ‘Final-signed’ .pdf attachment will be the reference source for the configuration.

ID Priority Title
1 3 - Low Change status to Planner Assigned
2 3 - Low Change status to Application Returned
3 3 - Low Change status to In Review- Multiple
4 3 - Low Change status to Application Complete - multiple 5 3 - Low Change status to Additional Info Required
6 3 - Low Change status to Continued to Specified Date (Planning Commission) 7 3 - Low Change status to Continued to Unspecified Date (Planning Commission) 8 3 - Low Change status to Continued to Specified Date (City Council Hearing) 9 3 - Low Change status to Continued to Unspecified Date (City Council Hearing) 10 3 - Low Change status to Continue to City Council
11 3 - Low Notification to Planner - Change status of Plan Case (City Council Action) 12 3 - Low Notify Planner about Review Expiration
13 3 - Low Change status to Application Submitted
14 3 - Low Change status to Application Complete- Multiple screening 15 3 - Low Change status to Additional Info Required – Multiple Screening 16 3 - Low Change status to Preparing for Decision Date 17 1 - High Email/Change status to Public Hearing Date Scheduled 18 3 - Low Change Status to Continue to City Council
19 2 - Medium EMAIL – Receipt of Application (Includes Reports) 20 2 - Medium EMAIL – Pay Invoice (Includes Reports)
21 3 - Low Change status to Scheduled for Decision
22 3 - Low Plan Check Expiration – Change status
23 3 - Low Plan Check Expiration – Alert building staff 24 1 - High Plan Check Expiration – Send 30 days to Plan Check Expiration letter (Plan Check) 25 2 - Medium Automatic email invoice to billing contacts (Includes Reports)

PARK CONSULTING GROUP

ID Priority Title
26 3 - Low Change status to Review Expired
27 3 - Low Change status to Allowed to Proceed
28 3 - Low Change status to Continued
29 3 - Low Change status to In Appeal Period
30 3 - Low Notify Planner Appeal Period has ended
31 3 - Low Notify Planner - Change status to Appealed/Called up for Review 32 2 - Medium Automatically email Receipt of Application (Includes Reports) 33 2 - Medium Automatically email invoice (Includes Reports) 34 2 - Medium Automatically email Decision Date (Includes Reports) 35 3 - Low Change status to Public Hearing Date Scheduled- 36 3 - Low Automatically change status to Approval Expired 37 3 - Low Automatically change status to Complete
38 3 - Low Change status to In Review
39 3 - Low Change status to Preparing for Decision Date* 40 1 - High Email/Change status to Public Hearing Date Scheduled* (Includes Reports) 41 3 - Low Change status to Public Hearing Date Scheduled- City Projects 42 3 - Low Change status to Continued to Unspecified Date (Planning Commission)- 43 1 - High
Change the status of the license record to Renewal on the first of the month of the license expiration month and the license has not been renewed.
44 1 - High
Change the status of the license record to Past Due if 2 months and 15 days elapses past the expiration date and the license has not been renewed.
45 1 - High
Change the status of the license record to Delinquent if 3 months and 15 days elapses past the expiration date and the license has not been renewed.
46 1 - High
Email past due document and attach to email to licensee if 2 months and 15 days elapses past the expiration date and the license has not been renewed. (Includes Reports) 47 1 - High
Email delinquent document and attach to email to licensee if 3 months and 15 days elapses past the expiration date and the license has not been renewed. (Includes Reports) 48 3 - Low Change status of contractor license for inside CM 49 3 - Low Change status of contractor license for outside CM contractor 50 3 - Low Notify finance staff on overdue
51 3 - Low Email a notification to designated Planning staff if their reviews (tasks) are overdue 52 1 - High Email business license report (Includes Reports)

PARK CONSULTING GROUP

ID Priority Title
53 2 - Medium Notify designated staff when specified tasks are assigned in the workflow 54 3 - Low Change the status of the license record to issued when the Issue License workflow action is passed. 55 2 - Medium
Email the Business License report to all contacts on the business license record when the Issue License workflow action is passed. (Includes Reports)
56 1 - High
Change the status of the license record to Closed if 1 year elapses past the expiration date and the license has not been renewed.
57 2 - Medium
Email the applicant that a previous application has been closed and in order to proceed with application they will need to pay the previous year’s fees. (Includes Reports) 58 2 - Medium
Email 60 days prior to expiration date advising him/her that they must apply for a new license/permit prior to 30 days before expiration date.(Includes Reports)
59 3 - Low Change status to In Appeal Period- Multiple DRC-WTUP 60 3 - Low Notification to Planner- multiple
61 3 - Low Change status to Preparing for Decision Date-DRC Review-WTUP 62 3 - Low Change status to Additional Info Required-OTC 63 3 - Low Change status to Preparing for Decision Date 64 3 - Low Change status to Continued- Planning Commission-WTUP 65 3 - Low Change status to In Appeal Period- Planning Commission 66 3 - Low SET VALUE: Permit Status to ‘Complete’
67 3 - Low Plan Check Expiration – Auto populate date
68 1 - High Email/Change status to Public Hearing Date Scheduled- Screening (Includes Reports) 69 3 - Low Change status to Review Expired- Screening
70 3 - Low Notification to Planner/Users
71 3 - Low Change status to Application Complete- Zoning 72 3 - Low Change status to In Appeal Period
73 3 - Low Plan Check Expiration – Auto populate
74 1 - High Plan Check Expiration – Change status
75 1 - High
Plan Check Expiration – Alert building Automatically send an email to designated building staff if the permit record is within 30 days of the staff
76 2 - Medium Automatic email invoice to billing contacts (Includes Reports) 77 3 - Low Change status to Application Submitted- Cannabis Business Permit 78 3 - Low Change status to In Review- Cannabis Business Permit 79 3 - Low Change status to In Appeal Period- Cannabis Business Permit

PARK CONSULTING GROUP

ID Priority Title
80 3 - Low Automatically change status to NTP Issue
81 3 - Low Automatically change status to CBP Denied
82 3 - Low Automatically change status to Issued –
83 3 - Low Automatically change status to Denied
84 3 - Low Notify planner when Drywall inspection is complete 85 3 - Low Automatically change status to Closed
86 2 - Medium Automatically email permit to Police Department (Includes Reports) 87 3 - Low Automatically notify staff when a transportation permit is submitted online 88 2 - Medium Automatically email contacts when status of permit record is changed to Denied (Includes Reports) 89 2 - Medium Automatically email external agencies
90 3 - Low Automatically notify staff when a Single Event (Fire) permit is applied for 91 1 - High Plan Check Expiration
92 3 - Low Update Final Expiration Date
93 3 - Low Final Expire Permit
94 2 - Medium
Automatically email review comments to the owner, engineer, and/or surveyor when the reviews are complete (Includes Reports)
95 2 - Medium
Automatically notify designated Planning staff when the Planning Commission and/or City Council hearing are scheduled
96 2 - Medium Email notification applicant 30 days prior to permit expiration. (Includes Reports) 97 1 - High Plan Approved Expired
98 3 - Low
Automatically change the status of the permit record to Final when the Close Permit workflow action is passed (turned green).
99 3 - Low Agreement recording alert/reminders
100 3 - Low Email people assigned to reviews
101 3 - Low Update Expiration Date
102 3 - Low Application Expiration
103 3 - Low
Automatically change the status of the permit record to Plan Approval Expired if it is not issued within 2 weeks of the apply date.
104 3 - Low Automatically notify designated City Staff when the permit is issued. 105 2 - Medium
Automatically change the status of the permit record to Plan Approval Expired if 360 days elapses from the date in the inherent Apply Date field and the permit record is still in a status of In Review, Submitted, or Submitted - Online.

PARK CONSULTING GROUP

ID Priority Title
106 3 - Low Permit Expiration – Auto populate date
107 1 - High Permit Expiration - 30 days to Permit Expiration Notice (Includes Reports) 108 1 - High Expiration/warning notice
109 2 - Medium Extend expiration date 180 days after approved inspection 110 2 - Medium Permit Expiration Extension (inspections) 111 1 - High Non-residential Permit Expiration – Auto populate date 112 1 - High Residential Permit Expiration – Auto populate date 113 1 - High Permit Expiration – Auto populate date
114 1 - High Set expiration date on permit issuance
115 3 - Low Permit Expiration - Alert Building Staff
116 2 - Medium Automatically email the job card (Includes Reports) 117 2 - Medium EMAIL: Send Inactivity Report (Includes Reports) 118 3 - Low EMAIL/NOTIFICATION: Citation on Hold (Includes Reports) 119 3 - Low SET VALUE: Set Code Case Status to ‘In Compliance 120 2 - Medium EMAIL: Send 45 Expiration Letter to the applicant when the permit is 45 days from expiration. (Includes Reports) 121 2 - Medium EMAIL: Send 60 Expiration Letter to the applicant when the permit is 45 days from expiration (Includes Reports) 122 3 - Low Set Value: Change status to ‘Complete’ when Case Closeout action is passed. 123 1 - High
EMAIL: Email a copy of the Live Scan Form to the applicant when the ‘Issue Request for Live Scan Form’ is passed. Reminder to applicant to upload signed copy.
124 3 - Low
EMAIL: When a new document has been uploaded to CSS. Notify the Assigned To. If possible, notify when the ‘Signed Live Scan Form’ file category is uploaded.
125 3 - Low Set Value: Change License Status to Passed if Case Closeout action is passed. 126 3 - Low Set Value: Change License Status to Failed if Case Closeout action is Failed. 127 2 - Medium
EMAIL: Send Notification Reminder to Applicant 10 days after ‘Issue Request for Live Scan Form’ action is passed if ‘Confirm Completed Live Scan’ action is not initiated. 128 3 - Low
HOLD: Place a hold on any Renewals pending the status of the business’s Cannabis Business Permit application. Hold will be manually removed if okay to proceed. 129 3 - Low Change status to Planner Assigned
130 3 - Low Change status to Application Returned
131 3 - Low Change status to In Appeal Period
132 2 - Medium
EMAIL: Send Hearing Date Letter document to Applicant when ‘Violator Notified of Hearing’ action is completed.

It is in two separate steps. (Includes Reports)

PARK CONSULTING GROUP

ID Priority Title
133 2 - Medium
EMAIL: Send Continuance of Hearing Date document to Applicant when ‘Violator Requests Extension’ action is completed. It is in two separate steps. (Includes Reports) 134 2 - Medium
EMAIL: Send Financial Hardship Letter document to applicant when the ‘Financial Hardship Hearing’ has a status of ‘Granted’ or ’Denied’. The report will be dynamic based on the decision made. (Includes Reports) 135 2 - Medium
EMAIL: Send Notice of Decision document to applicant when the ‘Citation Contest Administrative Hearing’ has a status of ‘Approved’ or ’Denied’. The report will be dynamic based on the decision made. (Includes Reports) 136 3 - Low SET VALUE: Plan status to ‘Complete’ when the Close Case action has been passed. 137 3 - Low Change status to Processed for plan case Pre-Application Review

Costa Mesa City CouncilApril 19, 2022

Costa Mesa City Council
April 19, 2022