Montebello City Council
June 28, 2023

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clients. The high level of service offered by Dynamic Systems can only come from years of effective and mutually beneficial partnering with our long-standing customer base in the Public Sector. Our commitment to our clients is second to none and is at the core of the company’s culture.

STATEMENT REGARDING YOUR UNDERSTANDING OF THE IT UPGRADE

PROJECT AND ONGOING SUPPORT SERVICES REQUIRED BY THE CITY OF

MONTEBELLO
Dynamic Systems understands the general objectives and goals of this project are to:
 Improve the City’s overall IT efficiency and effectiveness  Improve System Redundancy/Continuity of Operation
 Enhancement Cyber Security Posture
 Replace older/obsolete system components
 Develop and maintain a system that is capable of supporting future City expansion  Obtain ongoing maintenance/support services
 Develop and maintain build documentation
Dynamic Systems also understands the city may wish to execute this plan across three (3) phases:
 Phase 1 – Full Assessment and Preliminary Design
 Phase 2 – Final Design
 Phase 3 – Construction Phase Services
Dynamic Systems agrees with the phased approach and recommends the following activities be considered.

Phase 1 – Full Assessment and Preliminary Design
Current System Evaluation
The first task requires a detailed review of the current architecture. We will want to review system requirements with stakeholders and schedule round-table meetings as we learn and understand the system, users, and requirements. System component evaluations will include:
 Software/Applications
 Infrastructure
 Network
 Database
 Security & Compliance
 Documentation
Software/Applications
Applications and their data flows will be reviewed and evaluated. This is one of the first areas that will be reviewed in depth. Reviewing software applications will provide immediate feedback as to how the system operates currently, what users like and don’t like about the system, performance metrics for comparison and immediate areas of opportunity. During this

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review, we will begin to understand data dependencies and application criticality. This information will be used during the design and construction services planning phases.

Infrastructure
In this section of consideration, we will review the physical needs of the City of Montebello and discuss which environment options may be best suited for the City of Montebello to achieve their goals. We know that the City of Montebello wants to consider future expansion and will need a system that can scale. We also understand that some applications may require High Availability (HA) design and/or Continuity of Operations (COOP) environments to achieve efficiency and performance objectives, and that some devices are obsolete and no longer required in the architecture. We will collect this information and begin component modernization categorization as we meet with the various stakeholders.

Network
Data flows and network architectures will be reviewed. Access models, such as work from home needs or external user access needs, will be assessed. Security and compliance will impact this category and need to be taken into consideration as well. Obsolete networking devices and networks will be marked for retirement and the gap analysis will identify future needs in networking.

Cloud
Cloud services considerations may come into discussion during this Phase depending on system needs. Dynamic Systems is a cloud provider and can offer on-premise, cloud or hybrid solutions to meet stakeholder needs. We have architected, installed, and configured multiple environments where certain system activities are mission critical and require High Availability (HA) designs.

In some cases, this has included a separate Disaster Recovery (DR) or Continuity of Operations (COOP) environment to achieve a high degree of availability.

Database
A review of current databases, data standardization, storage and backup processes will be conducted. During this review, modernization categorization will occur to delineate where refactoring, rebuilding, rehosting and retainment will be used for various services.

Storage
Data Storage will be reviewed to help meet IT efficiencies. It may be that a different type of storage, newer technology, better networking between devices or even a greater capacity of storage will improve system performance with a low cost, high benefit analysis. Dynamic Systems works with different storage vendors and can architect storage systems that integrate well within a larger system.

Security
Security is a major component of the system architecture. Dynamic Systems is a secure infrastructure provider. All of systems architected by Dynamic Systems are designed with security at the helm and not as an afterthought. In designing an architecture with security in the forefront, it eliminates extensive re-work post-implementation when security analyses are executed, and major vulnerabilities are identified. Dynamic Systems is familiar with multiple

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
Documentation
All system documentation will be provided to the program, including:
 Preliminary and final design packages
 Schedules, plans
 Testing material
 Maintenance documentation
 Training documentation
Dynamic Systems employs a robust documentation management system. Each document goes through a Peer Review for quality of content, after which it is moved to a Formal Review. In our formal review process, reviewers review specific aspects such as formatting, document compliance and content. Formally reviewed documents are assigned a unique document number and delivered to the customer through secure methods. Dynamic Systems has developed a share server (Next Cloud) that allows us to quickly deploy sensitive documents to a specific customer.

This method ensures secure protocols are used while also allowing easy access without having to remember multiple, additional passwords.

Gap Analysis
After the current system is reviewed, a gap analysis is prepared. We will identify missing components or areas of opportunity. The Dynamic Systems team will categorize all system components per modernization concept. The culmination of the gap analysis is a document identifying what components are in which category as well as which components are new. The table below identifies the various modernization categories.

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Preliminary Design
Once gaps are identified and components are categorized into modernization concepts, design work will begin. This information will be coalesced into an architecture package. This preliminary design package is comprised of documentation describing the high-level architecture concept, detailed physical and logical diagrams, data flows and perhaps use cases, if needed.

The preliminary design package will be delivered 3 days prior to meeting and stakeholders agree to review/approve and provide feedback to design documentation.

Phase 2 – Final Design
This step involves incorporating preliminary feedback into the final design. Additional site visits and stakeholder round table meetings may be conducted during this phase.

The final design package will be delivered 3 days prior to meeting and approved by design board for implementation.

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Phase 3 – Construction Services
This phase involves the physical build-out of the new architecture and the approval to purchase equipment per the architecture final design.

Equipment Ordering and Planning
Once the final design is approved, equipment will be ordered. As a reseller, Dynamic Systems can order equipment direct or through additional resellers should we not have a current a relationship with the specific vendor.

Planning will include creating installation, migration, and training plans. Planning for these upcoming tasks during this timeline allows our teams to continue proactively during an otherwise potentially unproductive time in a system lifecycle. This time will also allow direct attention to these planning documents, so we ensure that the least amount of business disruption occurs, success factors are identified, and timeline expectations are set.

Installation and Configuration
Once received, equipment will be installed and configured per the installation plan. It is possible to run this task iteratively which means that we install equipment, migrate, test, and maintain and then begin the cycle again with the installation of additional equipment. Reasons for an agile or iterative cycle may include speed of adoption concerns, proof of concepts to prove an area of the design or to migrate data dependent applications at the same time.

Migration and Training
Once equipment is in place and installed, or a Cloud environment is established, applications are migrated, tested and training commences. Again, detailed planning is critical to ensure data dependencies are met and loss of data does not occur. Migration planning will continue to be updated as we progress through the cycle to capture lessons learned.

Training will be provided according to the training plan. Various types of training can be provided and most legacy modernizations opt for multiple training options. Documentation (printed out or housed in a digital library) is important and will be provided. Computer-based training (CBT) may be an additional option as well as referring individuals to OEM classes for specific certifications.

Maintenance
A maintenance plan will be provided and may consist of additional months of support, known as a burn-in period. After the burn-in period and training, the customer may wish to move maintenance in-house with reach back to Dynamic Systems, as the original vendor. OEM maintenance contracts may be purchased for hardware/software that will provide immediate access to a specific vendor.

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Documentation
All documents will be provided to the customer. Dynamic Systems will provide the following documentation:
 Gap Analysis
 Preliminary Design
 Final Design
 Installation Plan
 Training Plan
 Migration
 Training Materials
 Test Procedures
 Maintenance Procedures
 Security Documentation (SSP, POAM)
 Additional documentation, as agreed upon
STATEMENT REGARDING CONSULTANT’S PROJECT MANAGEMENT

APPROACH AND PRACTICES
Dynamic Systems has a veteran staff of project managers, all of whom are trained and certified in multiple methodologies. Certifications include Project Management Professional (PMP), Certificated Scrum Master (CSM), Scaled Agile Framework (SAFe) and Information Technology Infrastructure Library (ITIL).

Communication is key in executing a project and Dynamic Systems prefers to partner with our customers. We adapt our processes and approach to align with our customer’s needs. This generates a less intrusive and more efficient product with greater successful outcomes.

Dynamic Systems’ project management processes follow the Project Management Institute’s (PMI) lifecycle:
 Project Initiation
 Project Planning
 Project Execution
 Project Monitoring
 Project Closure
Project Initiation
During this phase of project management, Dynamic Systems project manager will create the project charter identify the scope, stakeholders and communication plans. The project manager and customer will agree on the best methodology to use for this project during this phase as well as identify any known constraints within which the program must operate.

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Project Planning
This phase can be iterative and/or can be run in a more modern methodology such as Agile.

Regardless of methodology, planning will provide details as to how the project will be accomplished and how the work will be broken into more manageable pieces. The culmination of this phase is a project kickoff. Dynamic Systems has a program checklist template that project managers use to “walk” customers through various questions about how projects will be run. Some of these tasks include:
 Develop Organizational Chart
 Develop Communications Plan
 Develop Risk Management Plan
 Develop Configuration Management Plan
 Develop Quality Plan
 Develop Testing Plan
 Develop Metrics Plan
 Identify customer-provided inputs (such as documentation)  Develop Resource-Loaded Schedule
 Discuss Change Management
At the kickoff meeting, these topics will be discussed and approved between customer and Dynamic Systems to provide a framework within which to execute the project.

Project Execution
During project execution, Dynamic Systems will execute the project according to the artifacts developed during the planning phase. Again, if an Agile methodology is desired these project phases are still executed but in a much smaller, shorter sprint. At any time, planning artifacts can be reviewed and modified to adapt to project needs.

During project execution, the communication plan will be used to brief stakeholders on the agreed upon frequency and risk management will be applied for risk-issue escalation needs. This phase includes the installation, configuration, migration, testing and training activities.

Schedules will be updated as status completion occurs and change management will be executed to approve system changes/modifications.

Dynamic Systems sees Project Execution as a collaborative effort. Every project is going to encounter its share of risks and issues that need to be identified and managed. We find that the most successful projects have the best partnering relationships so that communication is open, frequent and honest.

Project Monitoring
The project monitoring phase does run in parallel with the project execution phase. The Metrics plan will be implements which will have Key Performance Indicators (KPI) and success factors identified. These metrics may change throughout the lifecycle of the project, for instance if a proof of concept is desired, success factors may indicate an improvement over the current system but not require the end performance level. As systems mature, performance improvement is expected and our metrics plan will accommodate this philosophy.

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Additionally, the project will be monitored to be executing within budget, scope and schedule.

Should any of these efforts become unbalanced, risks will be identified and managed as appropriate.

Project Closure
The final phase of our project management lifecycle is project closure. Project closure is customer sign-off on accepted system components. If an Agile methodology is chosen, then project closure may occur at the end of each sprint or release, as defined in the planning phase.

If closure is done iteratively, then we will hold a Lessons Learned event with our team and the customer to identify ways to work even more efficiently together.

Documentation
Documentation is not a formal phase of Project Management; however, we believe that documentation is a cornerstone of a project. Documentation will be delivered throughout the project lifecycle. The Dynamic Systems documentation process is robust. We have predeveloped templates that our engineers utilize to draft their documents. The templates ensure documentation consistency, clarity and accuracy. The benefit to end users is that each document will have a similar look and feel, making it easy for users to find the information they need. The templates are professional looking and while some documents may be very long, the navigation is eased by our formatting controls.

We prefer to have our engineers draft the documents because they are the source and will have the best, most up-to-date and accurate information. We build document time into our schedules as well. Doing so, it forces our engineers to pull screenshots as they work and then often, they themselves will re-use this document as they move to another, like component and the document receives a more thorough review.

Once documents are drafted, they go through a peer review. Other engineers will review the content for accuracy and clarity of information. And we will identify one of our documentation team to review the draft for any formatting errors.

After peer review is a formal document review. In this review, we have technical leaders reviewing the documents to ensure they are easy to read, manageable and to capture any final edits.

This process has been embedded in Dynamic Systems for more than 10 years and flows very easily with our team and many of our subcontractors. We find that customers have appreciated our documentation because it is a leave-behind artifact and supports projects for years after project completion.

Once documents are through formal review, they will be delivered. Our delivery process has multiple options, all of which are secure. Dynamic Systems offers a Secure Portal through NextCloud or we can upload to a portal of customer choice, as long as we have access. Our NextCloud offering can be used as a project repository where all project-related documentation is stored. While editing features are not currently provided, this option is very similar to Sharepoint where access is controlled and authorized users can access any and all project documentation. Project documentation may include Formal Deliverables but also all planning documentation, status reports, schedules and risk registers. Customers find this portal convenient and easy to access (web-hosted). If a customer does not wish to utilize this

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repository, we are able to send secure (one-time) links to download Formal Deliverables. This delivery method is secure and does not require any additional application/program installation to obtain the document.

STATEMENT REGARDING PREVIOUS WORK/EXPERIENCE WITH LOCAL (OR OTHER LEVELS) OF GOVERNMENT
Dynamic Systems has extensive experience working with Federal and State/Local governments.

Dynamic Systems resells hardware, software and consulting services to various Federal, State and Local businesses for more than 20 years. We hold several federal contract vehicles; specific to the state of California we hold the California Multiple Award Service (CMAS) and the California Enterprise Technology (ET) contracts.

Dynamic Systems has worked with the Department of Defense (Air Force) to implement an enterprise level Identification, Authentication, Authorization Service for more than 10 years.

Dynamic Systems moved this platform from a distributed, silo architecture to an enterprise architecture that allows for distributed operations. This architecture change provided significant operational performance improvements with greater availability of service, stability of platform and ease of maintenance. Maintenance services became co-located at two (2) primary facilities instead of being located at every facility across the globe.

Dynamic Systems also worked with the Department of Defense (Marine Corps) to modernize their legacy environment. This effort included an architecture review, gap analysis, preliminary and critical design reviews, equipment purchase, installation & configuration along with maintenance support. This effort began as a proof-of-concept legacy modernization with a single environment. The single environment was migrated into operations in less than 9 months and was so successful, the customer immediately contracted Dynamic Systems to migrate all remaining environments into the new architecture. Users saw increases in workflow performance that are 200% - 300% faster with a reduced maintenance footprint. This effort has now evolved into cloud modernization effort, providing a disaster recovery environment.

DESCRIBE YOUR EXPERIENCE WITH PUBLIC SAFETY

SYSTEMS/CRIMINAL JUSTICE SYSTEMS
Dynamic Systems has worked with the California Department of Justice to re-platform, re-host and migrate their Oracle business process system to include financials and human resource workflows.

Dynamic Systems is currently working with the California Department of Corrections and Rehabilitation to provide software development services for their Enterprise Data Services (EDS) and Oracle Business Intelligence Suite Enterprise Edition (OBIEE).

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A STATEMENT REGARDING WHY THE CONSULTANT BELIEVES IT

SHOULD BE SELECTED
Dynamic Systems, Inc. is a California-based business that has been in the Information Technology business for 30 years. We are a Woman-Owned Small Business (WOSB) working to provide customer-centric solutions with the flexibility of a small business.

We have excellent past performance in the public sector market space and partner relationships that allow reach back to a multitude of sub-contractors. Our project managers are certified and trained in various methodologies to provide the greatest opportunity for success and our engineers hold certifications in many hardware solutions.

TERMINATED AGREEMENTS/CONTRACTS
Dynamic Systems, Inc. has had no agreements/contracts terminated for default within the past five (5) years.

SUB-CONTRACTORS/SUB-CONSULTANTS
Dynamic Systems, Inc. has extensive sub-contractor and sub-consultant relationships. These relationships are critical when working in Original Equipment Manufacturer (OEM) and Software Application specific environments where Dynamic Systems requires a deeper skillset than our bench presents.

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The sub-contractor and sub-consultant relationships have reach across the country to provide the most advantageous relationship for the customer. These pre-developed relationships allow us to put sub-contractors and sub-consultants on contract very quickly to resolve project needs.

Dynamic Systems, Inc. is also a reseller which means we are approved to resale OEM hardware, software and services. Our OEM reseller list is extensive. We are providing a list of subcontractors that Dynamic Systems uses for services.

Table 3: Subcontractor Table
Name Address Phone Point of
Contact
eBuzz Solutions, LLC 12 Gabrielle Circle
Sedesboro, NJ 08085 215-767-9431 Todd Busza
Latitude 7250 Parkway Dr. Suite
240 Hanover, MD 21076 410-652-4746 Thomas Austin
LandUSAInternational
Construction, Inc.
3942 Woodberry Meadow
Dr. Fairfax, VA 22033 703-655-2710 Sree Padakanti
N & M Management
Limited
1255 Natchez Trace Cir.

Naperville, IL 60540 630-750-7994 Manu Parikh
SLR Systems Inc 1713 Millhouse Run
Marietta GA 30066 678-520-3828 Partha
Ramaraju
BlueCloud Solutions 237 Kearny Street #9101
San Francisco, CA 94108 201-341-6487 Roger Raj
Addcore LLC 500 Roland St. SW
Vienna, VA 22180 703-585-6586 Wei Feng

REFERENCES
Please see the below three (3) references the City can contact.

Air Force
Organization/Agency: Air Force
Contact Person: Adrian Harrison
Phone: 478-926-1809
Email: [email protected]

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Contract Value: Current: $4.7M; Lifetime > $20M
Work Performed: Identification Authentication Authorization Service – Rehosting, Enterprise Architecture, Training and Maintenance
Marine Corps
Organization/Agency: Marine Corps
Contact Person: Darell “DK” Jones
Phone: 703-432-5773
Email: [email protected]
Contract Value: $21M
Work Performed: Legacy Modernization, Migration of Services, Disaster Recovery California Department of Justice
Organization/Agency: California Department of Justice
Contact Person: Behnam Jafari
Phone: 916-295-2264
Email: [email protected]
Contract Value: $250,000
Work Performed: EBS Upgrade and Migration, Re-platform, and Rehosting

ADDITIONAL ATTACHMENTS (OPTIONAL)
Dynamic Systems, Inc. is a Woman-Owned Small Business (WOSB). Please see attached Small Business Association (SBA) confirmation and System for Award Management (SAM.gov) screenshot. We are also in the pursuit of a Woman Business Enterprise (WBE) certification.

Small Business Association - WOSB

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SAM.gov

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CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 1
September 9, 2021
Micah Herd
City of Montebello
1600 W. Beverly Boulevard
Montebello, CA 90640
Dear Mr. Herd:

On behalf of IBE Digital, I would like to thank you for the opportunity to respond to the request for qualifications for Information Technology Assessment and Improvement Project. We are pleased to be given this opportunity and are confident in our ability to meet each and every specification and requirement as set forth in your request. IBE Digital is in compliance with each term, condition and specification as contained within your RFQ.

We believe IBE Digital is uniquely qualified to meet the City of Montebello’s needs and objectives. During our 35-year history we have demonstrated our ability to service the public sector. IBE Digital has had the opportunity to provide a full suite of business services to municipalities and public agencies in Los Angeles County since our inception.

We have hands-on ownership that will oversee your satisfaction. Management decisions can be made in minutes as opposed to days or weeks. Thank you again for this opportunity.

Sincerely,
Sloan Varing – Director of Sales
I Copy Inc, DBA IBE Digital
11266 Monarch Suite B
Garden Grove, CA 92841
562-921-0202
[email protected]

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 2
Statement of Qualifications
RFQual No. 21-1
For
Presented By:

Sloan Varing
IBE Digital

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 3
Table of Contents
1 GENERAL CONSULTANT INFORMATION...........................................................................4 2 IT UPGRADE PROJECT AND ONGOING SUPPORT SERVICES REQUIRED BY THE CITY OF MONTEBELLO.................................................................................................................4 3 PROJECT MANAGEMENT APPROACH AND PRACTICES......................................................5 4 PREVIOUS WORK/EXPERIENCE WITH LOCAL (OR OTHER LEVELS) OF GOVERNMENT. ........6 5 EXPERIENCE WITH PUBLIC SAFETY SYSTEMS/CRIMINAL JUSTICE SYSTEMS .......................6 6 METHOD OF EVALUATING THE CITY’S CURRENT IT INFRASTRUCTURE ..............................7 7 WHY IBE SHOULD BE SELECTED.......................................................................................8 8 TERMINATED AGREEMENTS/CONTRACTS........................................................................9 9 SUB-CONTRACTORS.......................................................................................................9 10 REFERENCES ..................................................................................................................9 11 IBE/ALL COVERED CERTIFICATIONS ...............................................................................10 12 IBE MANAGED SERVICES PORTFOLIO.............................................................................15

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2021 IBE DIGITAL 4
1 General Consultant Information
▪ Length of time your firm has been in business
▪ 35 years
▪ Length of time your firm has been provided the proposed services ▪ All Covered has been providing individualized Information Technology (IT) consulting, design, implementation, and maintenance for 24 years.
▪ Total number of clients that your firm currently supports ▪ 3,400
▪ Total number of public sector clients that your firm supports presently ▪ 64
▪ Total number of clients supported in California
▪ 253
▪ Total number of clients in the County of Los Angeles
▪ 74
▪ Total number of local/state/Federal government clients your firm currently supports ▪ 34
▪ Total number of clients that are of similar size to the City of Montebello with similar complexities ▪ 98
▪ Personnel size Combined with All Covered:
• The number of Full-Time Employees in:
o Consulting – 334
o Installation – 708
o Administrative support – 62
• The number of part-time personnel in:
o Consulting – 1
o Installation – 1
o Administrative support – 4
▪ Any other general information about firm/business operations ▪ IBE/All Covered supports approximately 11,000 servers and over 80,000 PCs at our 3,400 managed clients.

Our Help Desk supports over 100,000 users. We have over 1,000 employees including more than 700 technical staff. We completed more than 3,500 projects last year. 2 IT upgrade project and ongoing support services required by the City of Montebello
Montebello is seeking a vendor to leverage best practices (NIST 800-171) to assess Montebello’s current environment and subsequently design, implement and manage a unified solution. Currently the City of Montebello’s IT infrastructure is decentralized, ad hoc, and lacks redundancy. Montebello would like to implement a centralized solution both in terms of on-site footprint as well as management. Due to the diverse business functions of Montebello’s departments, there are a significant amount of distinct line of business applications with unique requirements. It is imperative the proposed solution/hardware can efficiently support the various line of business applications as well as easily expand to support growth and new

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2021 IBE DIGITAL 5
implementations. A portion of the implementation process must include comprehensive run books and topography of the entire solution. Giving qualified Montebello IT staff the ability to manage the environment at any time in the systems life cycle.

Further, we are assuming the City will require a solution that adheres to NIST 8000-17 best practices 3-2-1 rule of data protection.
▪ Keep 3 copies of any important file: 1 primary and 2 backups. ▪ Keep the files on 2 different media types to protect against different types of hazards. ▪ Store 1 copy offsite (e.g., outside your home or business facility).

In compliance with the 3-2-1 rule the IT infrastructure solution will require off site backup as well on-site backups. With Montebello’s IT infrastructure supporting emergency services we will assume it is required for the solution to include a plan B if the local infrastructure fails. This plan B is known as business continuity which would give the City and subsequently PD and Fire the ability to continue to operate with minimal interruption if there was a datacenter outage.

Montebello is seeking prompt remote and local management of the proposed solution on a 24/7 basis. Due to the nature of public safety, it is important that the vendor be prompt and flexible to support the dynamic environment. Further, the City is looking to improve its security posture with a proactive approach to cyber security. We offer Security Information and Event Monitoring (SIEM), which includes round the clock security monitoring to make sure that potential threats will be flagged and visible for the organization to react. Our SIEM service includes a dedicated security operations center (SOC) which work together to fully protect your business 24x7x365. Security monitoring actively looks for threats and anomalous activity to ensure that not only regulatory compliance needs are met, but that you can react and stop a breach. 3 Project Management Approach and Practices
Project Management
IBE approaches every project with a proven framework that starts with the initiation, moves into planning, execution and the closure phases of a project in order to deliver the best solution for its clients. IBE Project Management is built around the proven PMI PMBOK Methodology, ensuring that the time spent on your project is efficient and effective. PMI PMBOK is a worldwide standard that allows us to deliver projects that:
• Ensures that IBE is aligned with your best interest
• Assumes that we will manage the solution, ensures that it is easily maintained • Leverages the best elements of PMI and Technology Partner methodologies • “Right-sized” to your needs, not monolithic and complicated IBE will be responsible for the overall project management for this implementation. The assigned Project Manager is responsible for ensuring the successful delivery of client facing projects and manages the overall portfolio of active projects providing analysis including resource forecasts, project schedules, project economics, and client expectations. In addition, the Project Manager leverages IBE resources throughout the project lifecycle to gather information needed to ensure that each project is delivered to its specific documented scope and within timelines mutually established with the City of Montebello.

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2021 IBE DIGITAL 6
Project Communications
Risk does exist in all technical projects. To mitigate potential risk in this project, IBE will follow the following practices:
• Defined Milestones – Built into the project plan, Milestones are designed to bring together all key stakeholders in the delivery of the technical solution to ensure agreement on the technical finding, detailed activities, work schedule, and interdependencies on the current production environment. • Issue Management and Resolution - All issues discovered during the course of the project will be documented, logged into a central issues repository, and resolved in a timely manner. Issue resolution documentation will be created for each issue logged and issues that may pose a risk to the project will be escalated to the management teams for risk mitigation analysis. • Project Management Meetings - Regular project management meetings will be scheduled to evaluate the status, quality, and timeliness (in relation to the schedule) of the work delivery. The project management team will evaluate ongoing project risk as part of the project management process.

Project Schedule
Our skilled Project Manager will work with the City of Montebello to develop a project schedule that is acceptable to your team, while also ensuring that the schedule will be well managed without compromising quality during the implementation. The Project Manager ensures that your team is aware of project status through strong written communications, regular status meetings, management of the project schedule, and overall status of project health reports.
4 Previous Work/Experience with Local (or other levels) of Government.

IBE/All Covered have been serving the public sector for over 20 years. We currently provide hardware and an array of services to a multitude of agencies local to the City of Montebello such as City of Commerce, City of Huntington Park, and Montebello Unified School District. However, our most relevant experience as it relates to this RFQ is our work performed with the City of Montebello over the past year and half. IBE has performed an in-depth IT assessment of Montebello’s IT environment as well as augmented Montebello’s IT staff remotely and locally. Through our experience of being on site and supporting the City’s users for over a year we have been able to garner an in depth understanding of Montebello’s needs as well as an understanding of the city’s current environment. Equally important City of Montebello staff has gained exposure to the professionalism and experience of our system engineers. 5 Experience with Public Safety Systems/Criminal Justice Systems IBE/All Covered has an array of experience working with different systems across verticals including public safety. More specifically currently IBE is providing staff augmentation services at the City of Montebello we have a systems engineer full time supporting MPD and MFD. Currently our engineer provides user maintenance and application support to a multitude of unique applications to Montebello’s Police Department and Fire Department. Two of the most critical applications our team is most familiar with are Aegis MSP suite and New World Mobile.

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 7
6 Method of evaluating the City’s current IT infrastructure In 2020, IBE was contracted by the City of Montebello to perform an IT assessment. The statement of work provided below defines the method in which IBE evaluated the City of Montebello’s environment in 2020 and will do so for the upcoming “Improvement Project”. Please note our evaluation of the cities IT infrastructure does not solely consider the tangibles but also an understanding of the city’s user base and operational rhythms which we have gained an understanding of via our on-site presence over the past year and a half.

PHASE I - Document the existing network utilizing
.

Our team of IT security professionals will conduct an in-depth analysis of your network to determine the status of your hardware, software, and devices, including:

PHASE II -
There will be several brainstorming sessions between City of Montebello team and the IBE team on proposed design.

IBE will be able to identify all the “needles in the haystack” and identify the root cause of any network flow problems.

Our team will also
outlining detailed findings and recommendations.

Reports:
• The Executive Summary- provides concise reporting of all findings, analysis, and recommendations that in a format that can be presented to executive management and the City Council.

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 8
• Detailed Remediation Report- is an assemblage of the “gaps” discovered during the security and network assessments. Each gap is categorized and ranked based on a prioritization of High, Medium, and Low, and a plan for remediation of each finding is included. • Citrix Desktop Environment Assessment Report-This report details the setup of the current remote desktop farm, installed applications, potential issues and recommended solutions. • Network Assessment Full Detail Report- The network assessment report provides full details of the network technical analysis, including specifics about network assets, infrastructure health, and elements currently at risk. The report includes detailed charts and diagrams.

The phase completes with the recommendation of all risks and a migration and transition plan to a highly available, reliable, and supported environment. As such:

Documentation of Recommendations
• Document Strengths and Weaknesses
• Document results of audit and identify where changes can resolve issues • Document Recommended Improvements
• Identify advantages and disadvantages of current design • Document design components
• Present findings
PHASE III – IBE will create the implementation plan document deliverable that includes reviews with the City of Montebello’s team. The project completes with the migration and implementation plan deliverables to the City’s team.
7 Why IBE should be selected
IBE provides a high touch dynamic customer service experience of a local vendor with the national resources and knowledge base of All Covered. IBE helps businesses achieve their goals through better management of information, strategic planning, and more effective collaboration. From network design to helpdesk support, IT security, cloud services and managed IT, IBE customizes solutions to its client’s business and application needs.

We create a business environment that will merge the real and digital worlds by creating intelligent, inclusive, multi-vendor platforms that will enable Montebello to achieve its goals faster and more efficiently. IBE and All Covered will share our knowledge to extractmeaning from data allowing you to make better decisions and focus on business outcomes rather than on the tools used to achieve them. Combining our technologies and solution driven tools provides an expansive collection of resources that only IBE and All Covered can provide.

Innovation is what drives us. We leverage our technologies and financial stability to consistently create new value to our clients. Our Business Innovation Centers (BICs)and investments in research and development fuel our development of new servicesand solutions to not only support your current business needs but also being able to support your future needs in the ever-changing mobile and digital business environment.

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 9
Collaboration differentiates us from the others. We understand your need for immediatecost savings and can provide the solutions to comply with your requirements. We take into consideration your total investment and the return on investment in the short- to mid-term AND the long term. Our offering focuses on cost savings, consolidation, governance, risk reduction and sustainability. Our thorough assessment provides you with the benchmark to measure your actual cost savings and will set forth the parameters for optimization.

Our approach focuses on solving real problems and differentiates our solution delivery from vendors who follow a product-first model. All Covered is committed to a client-first methodology, and as such offers a comprehensive suite of products and services comprised of industry-leading technology and best-of-breed software, products, and services. This end-to-end strategy, along with a consultative engagement with our clients, provides a 360-degree view of your business processes, challenges, as well as your goals and objectives. Through this collaborative approach, IBE enables targeted solutions yielding improved efficiencies, cost reduction and the realization of your vision. 8 Terminated Agreements/Contracts
IBE has not had an agreement/contract terminated for default within the past five years. 9 Sub-Contractors
Konica Minolta Business Solutions
100 Williams Drive
Ramsey, NJ 07446
Michael O’Crowley
201-825-4000
10 References
In an effort to be respectful of our customers busy schedules please coordinate with IBE Digital to schedule calls with references below.

Organization/Agency: Repligen Corporation
Contact Person: Keith Lee Robinson
Phone: (954) 471-1037 Email: [email protected]
Work Performed: Managed Services: Help desk, monitoring and maintenance of infrastructure, data center hosted in All Covered Cloud, VOIP, app development, SOC services, SIEM services, web filtering, managed security awareness training, managed vulnerability scanning Contract Value: $1.2 million + /year
Organization/Agency: Silverado Senior Living
Contact Person: Reza Rad
Phone: (949) 570-0612 Email: [email protected]

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 10
Work Performed: Managed Services: Help Desk, Managed backup, monitoring and maintenance of infrastructure, web filtering, managed vulnerability scans, app development, deployment services Contract Value: $750K + /year
Organization/Agency: City of Montebello
Contact Person: Nick Razo
Phone: (323) 887-1200 Email: [email protected] Work Performed: Enterprise help desk, staff augmentation, IT Assessment Contract Value: $350k + /year
Organization/Agency: La Paz County
Contact Person: Megan Spielman
Phone: (928) 669-6141 Email: [email protected] Work Performed: Managed Services: help desk, monitoring and maintenance of infrastructure, advance security, managed vulnerability scans, web filtering, security awareness training, VOIP, app development Contract Value: $190k + /year
11 IBE/All Covered Certifications
IBE/All Covered engineers continually earn certifications to expand their skill set and to extend their technical knowledge and specializations with well-known industry certifications which include Microsoft, Cisco and ITIL. Obtaining these certifications, combined with continuing education - our engineers are highly regarded in the industry in demonstrating their working knowledge to skillfully troubleshoot network, cloud, security, or service support issues.
(ISC)2
• Certified Information Systems Security Professional (CISSP) Systems • Security Certified Practitioner (SSCP)
• Certified Cloud Security Professional (CCSP)
Allworx
• Allworx Certified Professional (ACP)
Amazon
• AWS Certified Solutions Architect – Associate
Apple
• Apple Certified Mac Technician (ACMT)
• Apple Certified Support Professional (ACSP)
• Apple Certified Associate (ACA)
• Apple Certified Technical Coordinator (ACTC)

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 11
Axcient
• Axcient Certified Engineer – Fusion (ACE Fusion)
• Axcient Certified Engineer (ACE)
Cisco
• Certified Cisco Network Professional (CCNP): Routing and Switching • Certified Cisco Network Professional (CCNP-V): Voice
• Certified Meraki Networking Associate (CMNA)
• Cisco Certified Design Associate (CCDA)
• Cisco Certified Design Professional (CCDP)
• Cisco Certified Entry Network Technician (CCENT)
• Cisco Certified Network Associate (CCNA): Data Center • Cisco Certified Network Associate (CCNA): Routing and Switching • Cisco Certified Network Associate (CCNA): Security
• Cisco Certified Network Associate (CCNA): Video
• Cisco Certified Network Associate (CCNA): Wireless
• Cisco Certified Network Professional (CCNP): Data Center • Cisco Certified Network Professional (CCNP): Routing and Switching Citrix
• Citrix Certified Associate - Networking (CCA-N)
• Citrix Certified Associate - Virtualization (CCA-V)
• Citrix Certified Expert - Virtualization (CCE-V)
• Citrix Certified Professional - Networking (CCP-N)
• Citrix Certified Professional - Virtualization (CCP-V) CompTIA
• CompTIA A+
• CompTIA CDIA+
• CompTIA Certified Technical Trainer
• CompTIA Cloud+
• CompTIA i-NET+
• CompTIA IT Operations Specialist – CIOS
• CompTIA Linux+
• CompTIA Network Infrastructure Professional – CNIP
• CompTIA Network+
• CompTIA Project+
• CompTIA Secure Infrastructure Specialist – CSIS
• CompTIA Security+
• CompTIA Server+
• CompTIA Systems Support Specialist – CSSS
Datto
• Certified Datto Advanced Technician (CDAT) Datto
• Technical Specialist I
• Datto Technical Specialist II

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 12
Extreme Networks
• Extreme Certified Expert - Networking (ECE)
• Extreme Certified Specialist - ExtremeWireless (ECS)
• Extreme Certified Specialist - Management Center (ECS) • Extreme Certified Specialist - Routing (ECS)
• Extreme Certified Specialist - Switching (ECS)
Fortinet
• Fortinet Network Security Expert 1 (NSE)
• Fortinet Network Security Expert 2 (NSE)
• Fortinet Network Security Expert 3 (NSE)
• Fortinet Network Security Expert 4 (NSE)
• Fortinet Network Security Expert 5 (NSE)
GIAC
• GIAC Certified Forensic Examiner (GCFE)
• GIAC Certified Incident Handler (GCIH)
• GIAC Reverse Engineering Malware (GREM)
• GIAC Security Essentials Certification (GSEC)
• GIAC Web Application Penetration Tester (GWAPT)
Help Desk Institute
• HDI Support Center Analyst (HDI-SCA)
• HDI Support Center Director (HDI-SCD)
• HDI Support Center Manager (HDI-SCM)
• HDI Support Center Team Lead (HDI-SCTL)
• HDI Technical Support Professional (HDI-TSP)
HIPAA
• Certified HIPAA Professional (CHP)
• Certified Security Compliance Specialist (CSCS)
• HIPAA Privacy
IBM
• QRadar Level 1 Analyst
• QRadar Configuration Analyst
ITIL
• ITIL 2011 Foundation
ISACA
ISACA
• Certified Information Security Manager (CISM)
• Certified Risk and Information Systems Control (CRISC)

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 13
Linux
• Linux Professional Institute: System Administrator (LPIC-1) • LPI Linux Essentials
• SUSE Certified Linux Administrator (CLA)
Microsoft
• Microsoft Certified Database Administrator (MCDBA)
• Microsoft Certified IT Professional (MCITP)
• Microsoft Certified Professional (MCP)
• Microsoft Certified Solution Developer (MCSD)
• Microsoft Certified Solutions Associate (MCSA): Office 365 • Microsoft Certified Solutions Associate (MCSA): Windows 8 • Microsoft Certified Solutions Associate (MCSA): Windows Server 2012 • Microsoft Certified Solutions Associate (MCSA): Windows Server 2016 • Microsoft Certified Solutions Expert (MCSE): Cloud Platform and Infrastructure
• Microsoft Certified Solutions Expert (MCSE): Communication • Microsoft Certified Solutions Expert (MCSE): Messaging • Microsoft Certified Solutions Expert (MCSE): Productivity • Microsoft Certified Systems Engineer (MCSE): Security+ • Microsoft Certified Systems Engineer (MCSE): Server Infrastructure 2012 • Microsoft Certified Trainer (MCT)
• Microsoft Technical Associate (MTA): Database Fundamentals • Microsoft Technical Associate (MTA): Networking Fundamentals • Microsoft Technical Associate (MTA): Security Fundamentals • Microsoft Technical Associate (MTA): Windows Operating System Fundamentals
• Microsoft Technical Associate (MTA): Windows Server Administration Fundamentals
• Microsoft Certified Dynamics Specialist (MCDS)
NetApp
• NetApp Certified Data Administrator
Novell
• Certified Novell Engineer (CNE)
• Enterprise Certified Novell Engineer (CNE)
• Master Certified Novell Engineer (CNE)
• Certified Novell Administrator (CNA)
Other
Other
• Certified Cyber Security Architect (CCSA)
• Certified Proactive Support Professional (PSP)
• Certified Wireless Network Administrator (CWNA)
• COBIT
• Barracuda Backup Certified Engineer
• Certified Chief Information Security Officer (CISO)
• Certified Information Systems Security Professional (CISSP) • PCI-P
• Tenable Security Center Technical Certification

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 14
Palo Alto
• Palo Alto Networks Accredited Configuration Engineer (ACE) PMI
• Certified Associate in Project Management (CAPM)
• Project Management Professional (PMP)
Proofpoint
• Proofpoint Accredited Administrator
Ruckus
• Ruckus WiSE Level 1
SalesForce
• Salesforce Certified Administrator
• Salesforce Certified Sales Cloud Consultant
• Salesforce Certified Service Cloud Consultant
SCRUM
• Certified Scrum Master (CSM)
• Certified Scrum Product Owner (CSPO) Certified ScrumMaster® ShoreTel
• ShoreTel - UCSI
• ShoreTel – UCSP
SonicWALL
• Certified SonicWALL Security Administrator (CSSA)
• Certified SonicWALL Security Professional (CSSP)
Veeam
• Veeam Certified Engineer (VMCE)
VMware
• VMware AirWatch Professional Accreditation: Enterprise Mobility • VMware Certified Professional 6 - Data Center Virtualization (VCP6-DCV) • VMware Certified Professional 6 - Network Virtualization (VCP6-NV) • VMware Data Center Virtualization Findamentals [6]
• VMware Operations Professional - Cloud Provider (VOP-CP) • VMware vSphere 6 Foundation
• VMware vSphere 6.5 Foundations

CITY OF MONTEBELLO RFQUAL NO. 21-1
2021 IBE DIGITAL 15
12 IBE Managed Services Portfolio

Case Study
A Western U.S. City
Provides Free Public
Wi-Fi to Underserved
Students and Families
The client
The client is a city in the western U.S. that is home to more than 538,000 residents.

Within the city’s greater metropolitan area are five school districts as well as several collegiate institutions.

With one of the highest poverty rates out of all western U.S. Metropolitan Statistical Areas, approximately one in five residents live below the poverty line, with higher rates of poverty among families and school-aged children.

The challenge: Ensuring education and economic
opportunity for students and workers
Historically underserved neighborhoods in the city face more than just health concerns brought on by the COVID-19 pandemic. Of the city’s roughly 212,000 households, more than 44,000 households are in poverty and more than 32,000 households have no reliable internet access.

Between poverty, infrastructure limitations, and the effects of the pandemic, thousands of students, families, and workers have been left without reliable access to work and education.

Prior to the pandemic, the City had already been considering options for improved connectivity and next generation technologies via Smart City vision and strategy. When the pandemic hit, the city government received $3.5 million in CARES Act funding, and the conversation pivoted quickly to investing in infrastructure that will make broadband internet access available to the city’s populations suffering the effects of this critical digital divide.

Industry:

Government
CDCT provided:
• Multilayered network design
• Services in partnership with
leading technology vendors
• Planning and deployment of an
outdoor Wi-Fi/5G solution
• Electrical remediation services and
tower construction
• Expedited solutioning and
concurrent phased deployment
• Ongoing network monitoring and
maintenance
• Professional Services
• Support Services
Connected
Workforce services:
• Labs Integration Services
• Service desk support
• National Repair Center
“Hot-Swap” support

©2020, Insight Direct USA, Inc. All rights
reserved. All other trademarks are the property
of their respective owners.

CS-CTN-1.0.11.20
insightCDCT.com | insight.com
The solution: A comprehensive metropolitan Benefits:

Citizen Broadband Radio Service (CBRS) network
with accelerated execution
The client put together a request for proposals, requiring responses include all solutions rolled into a single contract with final pricing and single-point accountability. Building on our existing 10+-year relationship with the City, Insight Cloud + Data Center Transformation (CDCT), in collaboration with Connected Workforce, Tilson Technology, JMA Wireless, Sierra Wireless, and Geoverse, won the bid for this large-scale, time-sensitive project against several leading competitors.

The Insight services team has begun Phase 1 implementation, to be completed in phases over an expedited 30–45-day schedule per federal requirements: surveys and design, cell construction, go-live, maintenance break/fix support, and transition to managed services. Beginning in early 2021, Insight teams will begin implementation of Phase 2, in which service will be expanded to add approximately 7,000 more public Wi-Fi endpoints across 50–70+ sites.

Insight teams are leading entitlement efforts with close support from third-party engineering, project management, and manufacturers. JMA Wireless is supporting the build with cutting-edge XRAN® technology, with installation and commissioning of a MIMO network spanning 40 total sites carried out by Insight and Tilson. Five thousand Sierra Wireless® AirLink® RV55 endpoint devices will be deployed in residential locations. Post-deployment, Geoverse and Sierra Wireless, in conjunction with Insight, will provide remote monitoring and end-user support for the network infrastructure and end-user devices. Additionally, Tilson will pre-stage several IoT-based gateways at selected sites in support of a Smart City-based Cisco® LoRaWAN® project initiative, leveraging additional support from Insight’s Digital Innovation team.

Having performed extensive due diligence, and with a clear roadmap for execution, Insight and client teams are confident in completing Phase 1 within the federally required 30–45 day timeline.

The benefits: Free, reliable internet access for more than 12,500 city residents
Through working with Insight and strategic solution partners, the client will be able to provide free public Wi-Fi internet access to 5,000 households — more than 12,500 individuals — in Phase 1 alone. The first 5,000 endpoint devices will be installed with a specific focus on both city teleworkers and student homes to improve the community’s access to education.

In Phase 2, endpoints and network core infrastructure will be deployed with a strategic focus on public transportation and other public areas to maximize resident access. The network design leverages as much existing infrastructure as possible, including cell locations on police and fire department properties, to expedite services delivery and control costs. The exceptional service delivery and rapid response of Insight teams in support of our long-time client will improve educational and economic opportunity for resident students and workers for years to come.

Free public Wi-Fi access for
students and teleworkers
12,500+
Phase 2 implementation for
2021 to deploy
additional endpoints and
additional CBRS network sites
7,000+
with strategic placement
of in-home endpoints
school districts 5 supported
Cost-effective solution
design leveraging
existing infrastructure
Fully managed and
optimized network
through an expert
support team

Our Services Portfolio
Supporting your business throughout transformation
Organizations with legacy technologies and processes simply cannot keep up with the brisk pace of business today. Modernization has become mission-critical — and the only real way to navigate workforce demands, data growth, application development requirements, security threats, and the evergreen need to compete effectively.

Why come to us
We're there for our clients through a variety of needs and challenges, including:
• Technical debt reduction
• Integration of new technologies
and platforms
• Cultural change
• New operational and
organizational models
• Updated governance models and
processes
• Greater agility
• Higher productivity
• Increased resilience
• Improved customer engagement
Finding experienced partners is crucial to your success. With a complete portfolio of services and a deep bench of expertise, Insight Cloud + Data Center Transformation (CDCT) can be the resource you rely on to plan, implement, and manage technology-based change across your organization.

At a glance
$1.5B cost savings
identified for clients
individual 300+ service offerings
1,000+ OneCall clients
of data center experience
25+ years
Modernization requires:
1,500 professionals
1,200 engineers, architects
& consultants
critical enterprise
infrastructure
components
monitored
~35,000
Businesses that use IT strategically for
digital transformation will experience:

M&A or other organizational changes that require new, cost-effective data center solutions
Corporate-led hybrid strategies that compel migration and consolidation events and workload-platform alignment
Security incidents that need investigation and proper remediation Modernization requirements driven by inefficiencies, cost challenges, risk levels, and much more
Overwhelmed or underqualified IT teams that benefit from ongoing services and/or resources from a partner group
>1EB
>1M
of data
and
workloads migrated
since 2015

©2021, Insight Direct USA, Inc. All rights
reserved. All other trademarks are the property
of their respective owners.

SP-1.0.05.21
insightCDCT.com | insight.com
Meaningful solutions
driving business outcomes
We help our clients modernize
and secure critical platforms to
transform IT. We believe data
is a key driver, hybrid models
are accelerators, and secure
networks are well integrated.

Our end-to-end services
empower companies to
effectively leverage technology
solutions to overcome
challenges, support growth and
innovation, reduce risk, and
transform the business.

Learn more at:
insightCDCT.com | insight.com
Offerings and capabilities
• Data center modernization
• Data center consolidation
• Hybrid cloud and multicloud
• Workload and platform alignment
• Workload migration
• Converged and hyperconverged
• Automation and orchestration
• Cloud economics
• Application inventory and dependency mapping
• Container orchestration
• On-premises and cloud-based
• Storage infrastructure
• Storage as a Service (STaaS)
• Backup and recovery
• Next-gen technologies
• AI/ML and GPU acceleration
• Migration
• Consolidation
• Converged and hyperconverged
• Operations and controls
• Compliance, risk, and governance
• Posture analysis and testing
• On-premises and cloud security
• Microsegmentation
• SASE, SD-WAN, and software-defined data center
• Next-gen firewall
• Automation
• Identity and access management
• Incident planning and remediation
• Business continuity/disaster recovery
Data center transformation and
hybrid cloud
Data infrastructure modernization
Networking and security
Consulting Services
Strategy, workshops &
assessments
Professional Services
Assessment, design &
implementation services
Managed Services
IT operations
Support Services
OneCall Support

Response to
RFQ for

INFORMATION TECHNOLOGY

ASSESSMENT AND IMPROVEMENT

PROJECT
Date: Thursday, September 9th, 2021
Contact: Aaron Betts – Operations Officer
[email protected]
Intelesys | Ontario, CA | (888) 546-8353 | www.it4ps.com

3155-B Sedona Court
Ontario, California 91764
888.546.8353 | www.it4ps.com
September 3, 2021
Thank you for the opportunity to present our organization for the City of Montebello’s information technology support services RFQ. For nearly 4 decades, Intelesys has been providing best-in-class technology services. We specialize in public sector solutions, dedicating our focus toward government and education for over 15 years. We understand the nuances that make public sector organizations – like the City of Montebello– unique, and have built our company around delivering a level of service that the public sector requires.

Intelesys is a California corporation established in 1981 offering enterprise information technology services. Our niche market focuses exclusively on public sector entities within the Southern California region. We offer fully managed solutions, outsourced IT support services, and project-based IT expertise to augment your existing IT resources.

Having thoroughly studied your RFQ requirements and with a clear understanding of the needs of the City of Montebello, we know that the city will be served best – now and in the years to come – by the managed services solution designed and implemented by Intelesys.

We appreciate the opportunity to present our organization to the City of Montebello and welcome a one on one conversation on how we can help assist in delivering IT support to the staff and residents of the city. Intelesys is comprised of a team of individuals who believe in what they do and strive to deliver the best experience on a daily basis.

Respectfully,
Rick Balzer
President
909.972.0404 | [email protected]
Your primary contact:

Name: Aaron Betts, Operations Manager
Direct: (909) 802-7338
Fax: (909) 305-2100
Email: [email protected]

The City of Montebello
RFQ for Information Technology
Assessment and Improvement Project
Table of Contents
A. Project Cover Page ........................................................................................................................... 1 B. Project Cover Letter……………………………………………………………………………………………… 2 C. Table of Contents ............................................................................................................................. 3 D. Company Background .................................................................................................................... 4 E. Statement of Understanding ........................................................................................................ 6 F. Statement of Project Management.……………………………………………………………………….8 G. Statement of Previous Experience ........................................................................................... 10 H. Public Safety Experience ............................................................................................................. 14 I. Method of Evaluating City’s Infrastructure .......................................................................... 18 J. Statement Regarding Selection ................................................................................................ 24 K. Terminated Agreements/Contracts ........................................................................................ 26 L. Sub-Contractors/Sub-Consultants .......................................................................................... 27 M. References ........................................................................................................................................ 28 N. Additional Attachments .............................................................................................................. 29 3

Company Background

ABOUT INTELESYS
(888) 546-8353 | Fax: (909) 305-2100 | www.IT4PS.com
Intelesys is headquartered at
3155-B East Sedona Court Ontario California 91764
Serving government and education entities in Southern
California
Federal Tax ID: 95-4583269
ICS Intelesys Inc., dba Intelesys,
is a California Corporation Established in 5-1996
With over 25 highly trained and certified team members (of which 85% are technical professionals), with 15 fully certified engineers and specialists, each with an average of 12 years of experience, Intelesys is able to deliver world-class support to all of our clients.

General Consultant Information
 Length of time your firm has been in business – Since 1996  Length of time your firm has been providing the proposed services - Since 2004  Total number of clients that your firm currently supports o Total number of public sector clients that your firm supports presently - 50 o Total number of clients supported in California - 50
o Total number of clients in the County of Los Angeles - 25 o Total number of local/state/Federal government clients your firm currently supports - 40
o Total number of clients that are of similar size to the City of Montebello with similar complexities – 20
4

 Personnel size:
o The number of Full-Time Employees in:
o Consulting - 5
o Installation - 10
o Administrative support – 5
o Desktop support - 5
 The number of part-time personnel in: All Intelesys staff are full time employees Our attention to detail has been recognized on a national scale by the California State University system and many technology vendors including TRA, NEC, Mitel, HP and Dell. Intelesys was proud to be named “Service
Entrepreneur of the Year” by the California State University system coveted Spirit of the Entrepreneur council, an annual event devoted to recognizing excellence in the community.

Intelesys maintains a flat organizational structure with a very interactive team. Our systems are built around establishment of optimal goals, constant monitoring and measurement of goal attainment, and systems adjustment to drive goal accomplishment. We nurture a culture of rapid escalation both internally and externally with monitoring of exceptions reaching all layers of our organization including our president.

With just under 40 years’ experience in our local market, Intelesys has never been involved in any litigation or received any type of fine or censure from any organization, public or private.

We are a wholly owned California corporation with no pending legal activity, merger discussions, or any major business altering events.
5

Statement regarding of understanding for the IT
upgrade project and ongoing support
For four decades, Intelesys has been providing technology solutions for entities in southern California.

For the last two of those decades Intelesys chose to focus on one vertical market, government and education, to become experts in the technologies used by that market segment. As a presenter and attendee of the Municipal Information Systems Association of California (MISAC) for over 12 years, Intelesys has kept up to date on the latest trends and challenges facing local government in areas of technology.

Using the experience we have gained with our current clients, as well as the continued education we receive from multiple sources, we would begin the project for Montebello with a thorough as built analysis of what is in place and what functions the technology performs for the city. Our firm would conduct interviews with city staff to assess any requirements as well as any limitations the current systems deliver. Technology is designed to make people more efficient and productive in their roles; our designs will keep that as the primary goal.

Once the current situation is fully assessed, and the needs are gathered, Intelesys will build an ideal environment design to deliver the tools and systems necessary for staff to be supported in their positions.

Upon customer agreement of the end solution, presented in non-technical jargon with easy to understand decision points, Intelesys will build a staged process to achieve the desired results. The process will focus on security vulnerabilities, priority project items, budget availability, and staff preference.

Particular focus will be emphasized on the unique and mission critical requirements of first responders, EOC needs, and identified operations.

Coupled with the phased timeline, which often can be months if not years, Intelesys will design a support agreement that will optimize resources to deliver end user support, ongoing systems support, an aggressive cyber-security program, and a redundant design to allow for recovery from any outage, breach, or internal damage. Intelesys will create a fully tested plan on how to respond when, not if, any systems should be compromised. Preparation for loss is the only way to secure Montebello’s data.

Each step of our process is fully documented with both a technical review of collected data and summaries to be used by the executive team and city council for justification of all technology investments. With the drive for more transparency in government, and the realization that municipalities 6

in general are under constant attack by malicious actors, the technology systems of the past are no longer sufficient to drive future needs. Intelesys will use the latest strategies to secure Montebello’s environment, deliver cost effective solutions used in local government, and provide an ongoing support model to keep the technology current, complete with annual budgeting recommendations. 7

Statement Regarding Consultant’s Project
Management Approach and Practice
Intelesys’ success is driven by our commitment to thorough understanding, planning, and delivery of solutions to our clients. This approach has led to an overall 99.2% average customer satisfaction rating over the past two years. Our 10-step process guides our project management approach and practice.

Step 1: Define the Project
Identifying the goals and purpose of the project is the critical first step. Defining the desired outcome and knowing where you want to end up is especially important at this starting step. The vision for the most successful outcome helps establish guidelines for keeping the project on the right path.

Step 2: Meet with Stakeholders
Stakeholders are anyone affected by the results of the project. It is important to identify all stakeholders and keep their interests in mind when creating the project plan. Meeting with the project sponsors and key stakeholders to discuss needs and expectations, and establish baselines for project scope, budget, and timeline sets the tone of the entire process. After receiving all the required input, a project scope is created to finalize and record the details. This document will ensure everyone is on the same page, and reduces the chances of costly miscommunications and unexpected change orders.

Step 3: Set Goals
Once the stakeholders’ needs are established, they are prioritized and specific project goals are set. These should outline the objectives of the project and the desired benefits. Solid project goals need to be specific, measurable, achievable, relevant, and include a defined timeframe (SMART). The success of the project will compare the actual outcomes to the goals determined in this step. The goals are documented, clearly communicated, and easily shared.

Step 4: Define Critical Project Milestones & Deliverables Identify crucial moments throughout the project. These milestones will keep the project on track, on time, and within budget. Any variation from the defined stages will result in an immediate assessment and course correction to get the project back on track. An evaluation at the end of each phase will allow for minor corrections rather than a major redesign. 8

Step 5: Define project team and assign responsibilities Gather team members, aligning needs and skill-set with required roles. Assigning the right person to a task will increase the likelihood of success before the project even begins. Set clear expectations for each team member and provide open communication Step 6: Project driven by established systems
Behind every successful project, a stable and comprehensive process provides the necessary background and documentation for effective project realization. The process provides the following functionalities:
 Ability to define project tasks
 Ability to track if the project tasks are on schedule  Effective communication with stakeholders
 Project resource management
 Budget versus Actual reporting
 Project plan for phases and tasks
 Addition of resources, time & expenses to projects as needed  Set realistic deadlines
 Manage scope changes
Step 7: Preparation for unforeseen challenges
Every project carries some level of risk. Planning for possible setbacks allows for movement within the project should they arise. This stage also provides an opportunity to take back-up snapshots of as builts with a plan for reverting changes back if the desired outcome is not met.

Carefully examining all issues upfront that will affect the project allows for last minute adjustments when needed. Being prepared for adjustments allows for the successful planning of resources and the agreed risk exposure for any planned downtime.

Step 8: Test the Solution
Every critical milestone delivers an opportunity to test the design stage for proper performance.

Periodic and consistent testing will make sure the final product meets the project requirements.

Each phase should be tested and accepted before proceeding to the next phase.

Step 9: Assess Project Success
This phase compares the outcomes to the desired goals from step 3, and determines the overall success of the project based upon desired outcomes. It is important to do a “post-mortem” report, even if it is only for internal purposes. Identifying what went right and what went wrong will determine what could or should have been done differently, and establish the best practices for use in future projects.
9

Statement of Previous Experience
Intelesys has focused on the Public Sector for the past 15 years. This focus has allowed us to successfully complete a variety of projects for our municipal and education clients. From helping clients understand the importance of not engaging in suspicious emails, to full managed IT services, we have helped our public sector clients grow in their technology support. Below you will find a highlight of the projects we have done for our clients.

Network Vulnerability and Security Assessments
For several of our municipal clients we have performed a network security assessment to uncover any potential risks that might exist. In doing so, for one city, we were able to identify various potential vulnerability entry points into the network for the Police Department from equipment managed by county facilities. Working in conjunction with those agencies we were able to mitigate those vulnerabilities.

Network Redesign and Deployment
Several Cities have engaged Intelesys to perform a network assessment due to performance issues. On several occasions, we have uncovered routing or segmenting protocols that were years old and no long served the size of network the City had grown to. Intelesys was engaged to then redesign the network and deploy a new IP scheme that would not only support the current City network but also allow them to grown in the future as the City needed. Intelesys takes pride in the redesign projects we have done have ALL been on time and within budget while not affecting City staff’s ability to work.

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Domain Migration
One of our City clients had 3 different domains when we took over the account. Each location had its own set of accounts and it was very cumbersome to keep the 3 different networks aligned with the same security standards. Intelesys combined the 3 domains into 1 with redundant Domain Controllers at each of the locations. This brought the management of hundreds of employees into one central location allowing the City to deploy policies once that would apply to ALL City employees.

Firewall upgrades
Several of our City clients had firewalls which were End of Life from the manufacturer. This provided unsafe entry points into the City networks. Intelesys was able to budget for and get deployed new state of the art firewalls with higher security for enhanced network protection.

While doing this project, Intelesys audited ALL incoming and outgoing data traffic rules and eliminated all rules that were now obsolete.

Business Continuity
Data Backups is an often talked about topic with Cities. However, what is not talked about very often is “when was the last time you recovered from backup?” Many of our City clients had some kind of backup (tape, disk to disk), but they never tested if they could restore the data.

With Public Record being such an important piece of the City’s Data needs, it is critical that the data is available should something happen. Intelesys was able to identify the needs for the City in data retention and then developed not only a local backup / recovery solution but also one that replicates to the cloud. This solution enables the City, should anything happen to the physical servers at City Hall, to spin up their data, applications, etc, in the cloud and give employees access to it from anywhere they have internet access.
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MDM Solution
With more and more applications and data being available on mobile devices, Cities are challenged with how to handle remote devices with City data on them. Intelesys worked with one of our City clients to develop a Mobile Device Management platform which allows the City to control the device remotely. Should the device be lost or stolen, the City can wipe all data from it. The data stored on the device can be contain separately so that it can be wiped without affecting the rest of the device.

PC Refresh Budgeting
One of the many challenges that the Cities face is ensuring there is enough budget each year for technology challenges as well as maintaining aging PCs for the end users. Many of our clients did not have any type of long term budgeting and would simply try to replace PCs one at a time as they failed. This was unproductive for the end user and also a challenge for Finance. Intelesys worked with a few of our City clients to develop a 5 year PC Refresh schedule so it is very clear which PCs will be replace in the coming year and the budget costs required. This has taken the guess work out of the technology PC budgeting process and allowed the Cities to keep new PCs coming in at a regular interval.

VoIP Phone Solutions
Intelesys is the largest Mitel Connect dealer for municipalities in Southern California. We have deployed VoIP phone systems for over 30 Cities in SoCal. During the installation process, Intelesys interviews and verifies the needed call flow for each department before deploying the system. This ensures that the departments have a call flow that works for them and is not simply “what we had before”. The design is then presented and signed off on before the programming begins. Intelesys has deployed dozens of Vesta integrations for PD into the phones systems and fully understands the needs of First Responders availability when it comes to phones. 12 Page 372 of 1582
Cyber Security Training
Ransomware is a constant threat and the bad actors are getting trickier. One way that Intelesys has helped our City clients is a bi-annual Cyber Security Training. Intelesys spends 45 minutes walking the employees through basic items to watch out for and best practices for data handling.

Afterwards, a test is given to all the employees to ensure they understand the principles being taught. In our last test, 97% of the employees passed the test.

Email Phishing Tests
As part of the Cyber Security Training, we show the employees what to look out for with suspicious emails. We give them real world examples that show how bad actors are using their emails to try and extract data or infect the network. After the training, Intelesys will send a phishing test to the City with relevant information. After our first test, one of our clients had a 40% engagement with our email. After the next Cyber Security Training that number fell to

1.5% engagement.
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Public Safely and Criminal Justice System
Experience
Intelesys has a wide range of experience with Public Safety Systems/ Criminal Justice systems on both network and software levels. The policies and protocols put in place are built, maintained and monitored following CJIS and NIST frameworks. Intelesys also helps protect Police Networks and the LASD PAC50 network by deploying Enterprise level firewalls with strict ACLs (Access Control List) along with ongoing monitoring of local and remote devices.

CJIS
All Intelesys engineers are CJIS certified for proper handling of sensitive data. Network level permission access for authorized staff is recommended as a Need-To Know basis. CJIS security recommendations are maintained including 2FA (Two Factor Authentication), forced password resets a minimum of every 90 days, privacy shields on computer monitors, and PC lock on idle timeout. Cyber security training and testing for staff is performed by Intelesys.

NIST (National Institute of Standards and Technology)
NIST was utilized to create standards and procedures to protect sensitive data. Core functions include identifying a need-to-know access, protecting sensitive data with secure access, detecting any data breaches, and responding with appropriate network hardening.

FIPS (Federal Information Processing Standards)
Intelesys designs and deploys enterprise and next-gen firewalls like Fortinet and Sonicwall to protect Criminal Justice information for both in-transit at rest data. Our team utilizes the highest possible security protocols available like FIPS to ensure proper encryption and access levels.
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CAD / RMS Systems
Experience with a variety of data products including Mark43 and Patrol APP. Intelesys has assisted with both Project Management and deployment with redundant secure connections for high availability for Officer and Dispatcher access. Manage vendor support staff access control, troubleshooting and application needs.

Case Management Systems
Experience with a variety of data products such as Mark43, Blue Teams and IAPro delivering tight integration with Microsoft Active Directory for secure access, quick lockout and denial of access if needed. Our team performs ongoing maintenance and upgrades to ensure fully patched and secure.

Report Writing Stations
Intelesys has designed and deployed report writing stations for officers not assigned to desk.

These stations allow officers access to a PC, Phone and Printer with access to all needed applications to perform their report duties efficiently and securely.

Evidence Label Printers
Our Team has experience with high performance printing devices like Zebra to accurately and securely tag evidence tied to cases. We ensure only the needed protocols are enabled and software drivers are up to date to maintain network security and optimum performance.

Police Vehicle Communications
Our team designs and installs secure in car communications systems utilizing devices ranging from Cradlepoint, PEPWAV to Nighthawk. Designs include full reporting of utilization and signal strength along with redundant Wireless carriers for best possible coverage including AT&T FirstNet for first responders.
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Mobile Digital Computers
Intelesys has experience with a wide range of devices from Dell, Panasonic, GTAC and Datalux. Our team installs MDCs utilizing purpose-built mounts like HAVIS to ensure devices are secure, easy to see and operational during high speed and rough road conditions .

We maintain the hardware and software on the devices to ensure optimum performance for officers during both normal day to day use and critical events.

Mobile Device Management
Intelesys has great knowledge with securing City issued cell phones utilizing a secure Mobile Device Management software. Product manufacture experience ranges from AT&T Mobile Iron, Ivanti, Manage Engine and Apple Device Manager. Our MDM deployments secures city issued devices by only allowing access to approved Applications and on an as needed basis. Intelesys configures alerts and can wipe the devices in the event of lost or stolen devices.

First Net cellular deployment
Intelesys assisted with migrating First Responders to AT&T FirstNet. Devices ranged from city issue cell phones, MDCs and Cradlepoints. Our team supports account portals access including devices IMEI and SIM cards.

In Car Video Recording
Advanced knowledge with both On-Premise and Cloud deployments including proper encryption, video quality, retention and categorization based on recording types. Our team manages the secure connection for video uploads to both Cloud and Local servers and maintains the authorized user access through Active Directory or Azure. 16 Page 376 of 1582
License plate readers
Intelesys has assisted with License Plate readers ranging from physical on-car cameras to software readers like Flock Safety. Our team manages and maintains the integrity of network that the secure data transmits to both officers and Dispatchers.

EOC setup
Intelesys has experience with EOC re-designs and new ground-up deployments of EOC centers including Mobile Command centers. Our staff has wired stations for Computers and Phones for Police and Fire Dispatchers and other first responders. Careful considerations are made including redundant phone and internet service as well TV monitors to view maps and live television reports.

Vesta 911 integration
Intelesys has extensive knowledge with integrating 911 vesta systems with both call recording and VOIP phone systems. VOIP deployments range from standard Analog, PRI/QSIG and SIP. Clients benefit from centralized dial tone for non-emergency/business lines as well as Dispatcher ability to extension dial other PD or City Staff. Our call recording integrations range from physical wiretap to network port mirroring. 17 Page 377 of 1582

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A Statement Regarding Why the Consultant
Believes It Should Be Selected
Intelesys offers Montebello an experienced approach to developing and managing their next generation technology solutions. Intelesys should be selected based on the unique positioning of our firm relative to Montebello’s needs.

Industry Experience
Intelesys has a clear focus on municipal clients, in fact it is part of our name, Intelesys - IT for Public Sector! Having spent almost 20 years servicing local cities in southern California, Intelesys has built much of our practice around the unique needs of the public sector, with heavy focus on first responders and cyber security. As a long time Gold Sponsor of the Municipal Information Systems Association of California (MISAC), Intelesys was honored to be a feature presenter at the conference in 2019 on the subject of “Viewing technology as an investment rather than an expense.” Staff Expertise
All Intelesys staff are CJIS (California Justice Information Services) certified for proper data handling and segregation as outlined by the FBI. Our staff, with an average tenure of 12 plus years, are well versed in applications and systems used by municipalities ranging from 911 systems, FirstNet cellular services, Net Motion remote management software, recreation software, municipal accounting systems, public works asset management, and library systems to name a few. Our team is well versed on the dynamics of supporting staff needs, executive team goals, capital improvement projects, resident interface to technology and city council expectations for communication and performance metrics.

Local Presence
Intelesys has been located in southern California since its inception in 1996. We maintain a strategic structure to provide hands on support quickly and efficiently to our clients. Our goal is to be viewed not only as a vendor, but as part of your team. Our staff live and work in our clients’ communities. Our 24/7/365 response offering for our municipal clients means help is a short call away. 24 Page 384 of 1582
Security Minded
Cyber security attacks cost more than $1 trillion in the past year. Unfortunately one of the most appealing targets are local municipalities based on their size, ability to pay, reliance on data, and the traditionally low cost of investment in protection. Intelesys saw this trend coming and, in 2016, made a significant investment by having our program structure designed and consulted for by a former CIO of the FBI. No network management strategy is complete today without a significant investment and change in the way security was handled as little as two years ago.

Comprehensive and Custom Packages
The Intelesys team offers a wide range of customized options from a fully managed services package to one off custom projects. Our team is fully staffed with a relationship manager to organize all your needs in one place, project managers to drive onboarding and project completion, end user support engineers to assist staff with questions and resolution of issues, network engineers to handle the management of higher end network functions, and a support liaison dedicated to developing suggested budgets and technology enhancements. In addition, all municipal accounts in excess of 150 users have an assigned executive sponsor that will meet with your team annually to discuss direction and trends that directly apply to your organization.

Cost Effective
Current economic conditions require every organization, especially local municipalities, to be selective over any expenses. Intelesys helps ensure optimal allocation by planning to avoid unexpected expenses, presenting needs as prioritized options and in the end making the best use of available budget dollars to have the largest impact on the overall technology needs. Proactive planning will lessen the occurrence of reactive and often inefficient costs.
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Terminated Agreements/Contracts
Intelesys has not had any contracts or agreements terminated for default in its entire corporate history dating back to May 1996.
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Sub-contractors/Sub-consultants
Intelesys performs all work with direct company employees for consistency and control of the product.

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REFERENCES
City of Montebello
RFQual 21 - 1 Information Technology Assessment and Improvement Project (Please complete and include with your response)
As part of the City’s review for this service, staff may conduct a reference check. Please provide three (3) references the City can contact.

Organization/Agency: ____City of Big Bear Lake____________________________ Contact Person: ___Kelly Ent____________________________________________ Phone:__ (909) 752-2858 _____ Email: [email protected]__________ Work Performed:_ Network Assessment services, Network redesign, Security ___ Assessment Services, Full IT Managed Services,____ Contract Value____________ Organization/Agency: ___City of San Marino _____________________________ Contact Person: ________Paul Chung____________________________________ Phone:__(626) 300-0708______ Email: [email protected]______ Work Performed: Network Assessment services, Network redesign, Security ___ Assessment Services, Full IT Managed Services Contract Value____________ Organization/Agency: ______City of San Dimas_____________________________ Contact Person: ______________John Lee__________________________________ Phone:_ (909) 394-6218 ________ Email: ______ [email protected] ________ Work Performed:___Network Assessment, Network redesign, Network rebuild, VoIP phone system deployment_________________Contract Value___________ 28 Page 388 of 1582
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Statement of Qualifications
SEPTEMBER 9, 2021
RFQ # 21-1
Submitted by:

TONY MARTINEZ

VICE PRESIDENT CYBER SECURITY SOLUTIONS
4320 West Kennedy Boulevard
Suite 200
Tampa, Florida 33609
813.454.8386
[email protected]
Information Technology
Assessment and
Improvement Project

CITY OF MONTEBELLO, CALIFORNIA

MGTCONSULTING.COM

CITY OF MONTEBELLO, CALIFORNIA
RFQ # 21-1| INFORMATION TECHNOLOGY ASSESSMENT AND IMPROVEMENT PROJECT SEPTEMBER 9, 2021
Table of Contents

1. COVER LETTER ............................................................................................................1

2. GENERAL CONSULTANT INFORMATION......................................................................3 MGT BACKGROUND AND HISTORY.................................................................................. 3 MGT'S CURRENT CLIENT PROFILE.................................................................................... 4 MGT IN CALIFORNIA ........................................................................................................ 4 PERSONNEL SIZE AND AVAILABILITY................................................................................ 5

3. UNDERSTANDING OF THE IT PROJECT ........................................................................7 EXECUTIVE SUMMARY OF PROJECT UNDERSTANDING ................................................... 7

4. PROJECT MANAGEMENT APPROACH..........................................................................9 PROJECT MANAGEMENT PLAN........................................................................................ 9

5. WORK EXPERIENCE...................................................................................................12 CURRENT RELEVANT EXPERIENCE ................................................................................. 12

6. PUBLIC SAFETY/CRIMINAL JUSTICE SYSTEM EXPERIENCE .........................................14

7. ASSESSMENT METHODOLOGY..................................................................................15 MGT'S ASSESSMENT WORK PLAN AND METHODOLOGIES............................................ 15 PHASE 1: MGT IT ASSESSMENTS.................................................................................... 16 PHASE 2: FINAL DESIGN................................................................................................. 21 PHASE 3: CONSTRUCTION SERVICES.............................................................................. 22 WHY CHOOSE MGT?.....................................................................................................29 MGT’S OVERALL CAPABILITIES....................................................................................... 29

9. TERMINATED AGREEMENTS/CONTRACTS ................................................................31

10. SUBCONTRACTOR/SUBCONSULTANTS ...................................................................32 REFERENCES .................................................................................................................33

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1. Cover Letter
September 8, 2021
City of Montebello
Finance Department
Micah Herd, Senior Management Analyst
1600 W. Beverly Boulevard
Montebello, CA 90640
Telephone: (323) 887-1200 Ext. 212
RE: RFQ No. 21-1 Information Technology Assessment and Improvement Project Dear Mr. Herd and Selection Committee,
MGT of America (MGT) is one of the nation’s premier public sector information technology solutions leaders committed to assisting government organizations, educational institutions, and other public sector organizations in optimizing their operations and hardening their security posture. MGT has the capacity, knowledge and experience needed items and services required to assess the existing IT infrastructure and implement necessary and required upgrades and improvements across the City of Montebello’s (City) network. MGT has completed hundreds of assessments for government enterprises across the United States. We are the ideal firm to partner with the City and work with you to achieve your long-term technology objectives.

COMPANY PROFILE AND AUTHORIZED REPRESENTATIVES
Our primary for this engagement, Tony Martinez, is a seasoned infosec leader and MGT’s Vice President of Cyber Security Solutions. Mr. Martinez has more than 16 years of experience in public and private sector IS and IT, leading large-scale security risk assessments, penetration testing exercises, vCISO engagements and compliance projects. You can reach Mr. Martinez directly at:

MGT Headquarters
4320 West Kennedy Boulevard, Suite 200
Tampa, FL 33609
813.327.4717 | [email protected]
Primary Contact
Tony Martinez, Vice President Technology
Solutions Group
P: 813.454.8386 I Email:
[email protected]
Individuals Authorized to Commit
Firm
J. Bradley Burgess, Executive Vice President
2251 Harvard St., Ste. 134 | Sacramento, CA 95815
P: 916.443.3411 | Email:
[email protected]
Dr. Fred Seamon, Executive Vice President
P: 850.386.3191 | E-mail:
[email protected]

1. COVER LETTER
CITY OF MONTEBELLO, CALIFORNIA | SEPTEMBER 9, 2021
RFQ # 21-1| INFORMATION TECHNOLOGY ASSESSMENT AND IMPROVEMENT

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A. Trey Traviesa | CEO and Chairman of the
Board
4320 West Kennedy Boulevard, Suite 200 | Tampa,
FL 33609
P: 850.386.3191 | E-mail:
[email protected]
Throughout our nearly half a century of providing IT services, MGT has built the insight needed to support the City with a technology path forward this is comprehensive, affordance, and executable. MGT understands the City is dedicated to ensuring safe and efficient services to their residents while improving lives and strengthening communities while being able to maintain the highest levels of security, stability, privacy. MGT will partner with the City to assist with your mission by providing a comprehensive assessment of your IT infrastructure to perform the scope of services described in this RFP.

MGT'S KEY DIFFERENTIATORS TO SUCCESSFULLY COMPLETE THE CITY’S PROJECT  MGT has more than 100 network and security engineers on staff with the training, experience, and certification in the most in-demand skill sets and technology platforms to conduct comprehensive assessment and provide upgrade and improvement recommendations.
 MGT will deliver reporting that provides a complete view into the current state of your environment with actionable recommendations and a roadmap to guide you in setting security goals and achieving your objectives.
 Extensive experience with large managed infrastructure environments.  Project management excellence with more than 13,000 successful engagements across the globe.
 Partner network of more than 40 hardware and software solution vendors for maximum affordability and top-tier support to meet any requirement We have developed the following proposal based on the requirements provided in the RFQ combined with our extensive information technology services and assessment experience. We trust that as you review the details presented on the following pages you will agree that MGT can meet or exceed your IT assessment improvementsupport requirements and offers the City of Montebello the best overall value. If there are any questions or concerns regarding our qualifications, pricing, or the scope of our offering, we would be delighted to meet with you or answer written questions.

Sincerely,
J. Bradley Burgess, Executive Vice President

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2. General Consultant Information
MGT Background and History
Founded in 1974, MGT is a qualified small business. has worked with thousands of public entities around the world supporting improvements in every aspect of performance and organization. To meet the growing demand for information technology services, over the past 16 years we have built a robust and dynamic cybersecurity practice focused on bringing clients state-of-theart hardware, software, and staffing solutions delivered by an incomparable engineering team. Our practices are built on the application of the International Organization for Standardization (ISO) 27002 Standard, the National Institute of Standards and Technology Cybersecurity Framework (NIST CSF), the Health Insurance Portability and Accountability Act (HIPAA) and other related standards and frameworks. We have completed hundreds of cybersecurity program development projects, technology strategic plans, security assessments, managed services engagements, and technology implementations for government agencies, institutions of higher education, school systems, health care providers and other organizations that handle sensitive protected information.

MGT has successfully delivered more than 13,000 projects through a careful balance of addressing the immediate needs of our clients, while maintaining the vision and direction toward their long-term goals and monitoring industry best practices. We are a nationally recognized firm, headquartered in Tampa, Florida, with office locations throughout the country, including a heavy presence in California.

2. GENERAL CONSULTANT INFORMATION
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MGT's Current Client Profile
MGT’s ability to excel has been driven by our
expertise, quality, and our commitment to exceeding
client expectations. Part of MGT’s success is based
upon our promise to be flexible and responsive. We
are acutely aware of the political, economic, social,
and technological factors that impact today’s public
sector clients.

MGT currently is partnered multiple public-sector
organizations, school districts, higher education
institutions, and state agencies across the United
States to help them achieve high-value,
transformational change through our capabilities and
industry knowledge, all powered by technology.

MGT in California
MGT is proud to have enjoyed a long history of successful consulting engagements with California state and local government agencies, institutions of higher education, school districts, businesses, and other organizations. We have completed more than 1000 projects for more than 500 California entities. Below is a listing of our California local government clients for your reference:

2. GENERAL CONSULTANT INFORMATION
CITY OF MONTEBELLO, CALIFORNIA | SEPTEMBER 9, 2021
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Personnel Size and Availability
MGT is committed to providing responsive service and understand that time is money. Our current workload will not hinder our ability or commitment to provide the City with the same quality and timely service as received by all of our clients. Each proposed team member is available to begin your project upon receipt of a signed contract.

We have approximately 260 full time employees, including over 100 certified cyber security subject matter experts, a full marketing and sales team, and administrative HR support who have worked collaboratively to successfully deliver more than 13,000 projects through a careful balance of addressing the immediate needs of our clients
Should additional resources become required throughout the course of providing services, or should the project schedule become accelerated, MGT can draw from the expertise and resources of our entire firm of 100+ employees to help meet your needs. We will commit the resources necessary to get the job done.

MGT's Social Impact
HOW HAS MGT IMPROVED COMMUNITIES WITH OUR IMPACT?
 Improving Lives by Advancing and Lifting Up Communities  Safeguarding the data of hundreds of thousands of children and citizens across all of our clients
 Direct Impact on the Charlottesville, VA Community with Increased transparency of City and County police departments through 3 initiatives, including diversity in law enforcement. Five strategies are being implemented to increase and support meaningful re-entry programs, including a focus on community engagement/adoption and updated training protocols for law enforcement.

As we do in all our engagements, we are committed to fully aligning with the City and how we maximize social impact to your community. As part of our assessment and consulting services in response to this RFQ, we are committed to delivering intentional content to the City of Montebello and providing a comprehensive assessment to assist with future upgrades to the current IT infrastructure that promotes cyber protection, data security, and performance maximization of the overall Information system, we will immediately enable the rest of the City to reach full realization of their core values:
“High Expectations - Accountability - Equity - Innovation - Integrity - Customer Service - Communication”

2. GENERAL CONSULTANT INFORMATION
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 Direct Impact on the NYC Vendor Community: In July 2019, the City achieved its goal of 9,000 City-certified M/WBEs – doubling the pool of vendors in less than three years. To date the City continues to make steady progress toward its goals of awarding $25 billion to M/WBEs by end of FY 2025, and 30% of the value of all City contracts to M/WBEs by end of FY21.

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3. Understanding of the IT Project
Executive Summary of Project Understanding
The City of Montebello is seeking a qualified consulting to assess the existing IT infrastructure and implement necessary and required upgrades/improvements across the City’s network. They acknowledge that technology in today’s IT centric world is critical to the success of local government agencies tasked with providing services to residents, businesses, and other community stakeholders. Furthermore, the City’s IT Infrastructure is involved with nearly every operation including, but not limited to public safety, traffic management, capital planning, finance, inventory management, human resources, and general record-keeping. These departments employ approximately 480 full-time and part-time personnel who serve more than 63,000 residents in the Los Angeles County. These services are critical to the City of Montebello and need to be maintained within a safe and secure IT infrastructure.

The increasing number of cyber threat landscape can threaten an organization. Hackers work tirelessly to exploit vulnerabilities created by outdated systems. The City’s current IT infrastructure has not received any upgrades/improvements in several years and many system components are aging, outdated, and/or obsolete. Therefore, the ultimate goal is to assess the existing infrastructure, develop a plan for upgrades, and furnish the necessary hardware, software, and general system components to implement the proposed upgrade:
 Improve the City’s overall IT efficiency and effectiveness  -Improve System Redundancy/Continuity of Operation
 -Enhancement Cyber Security Posture
 -Replace older/obsolete system components
 -Develop and maintain a system that is capable of supporting future City expansion  -Obtain ongoing maintenance/support services
 -Develop and maintain build documentation
With our extensive experience and certified expert cybersecurity staff, MGT can help the City with their technology path forward this is comprehensive, affordance, and executable. MGT understands the City also wants to maintain the highest levels of security, stability, privacy while supporting the needs to create secure environments that meet the challenges of today and the future.

MGT knows what IT and security leaders, like the City, are facing in their day-to-day work environments because…we’ve been there.

We have completed hundreds of successful cybersecurity audits, vulnerability assessments, and penetration tests for local government enterprises. Most recently, MGT’s cybersecurity expert successfully completed an information technology audit for Silicon Valley Clean Energy (SVCE). SVCE is a locally controlled public agency, dedicated to providing benefits to customers

3. UNDERSTANDING OF THE IT PROJECT
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and community with a focus on the advancement of new technologies which deliver their community with sustainable, new clean energy choices.

MGT worked with SVCE to design and execute a top to bottom audit of the agency’s IT infrastructure, network, and data storage and to conduct a Focused Security Assessment of SVCE’s information security program. We performed penetration testing of the agency’s assets, vulnerability assessments, a comprehensive review of current IT policies and procedures, and a focused assessment of the agency’s cyber security program. We completed a report describing the activities performed, including results of all tests, the findings and risks identified, and prioritized recommendations and next steps to mitigate the risks and increase the security posture of SVCE.

MGT’s Cyber Security Solutions
are specifically designed around
the unique needs of government
infrastructures and other public
sector organizations. MGT’s
security assessment services give
you the comprehensive
understanding and insight you
need to develop security controls
that harden your system and keep
your data safe. As experts in
complex security assessment
engagements, we analyze your
challenges and help you assess the
critical elements as they relate to the context of your organizational context.

With an award-winning track record and history of repeat engagements, our comprehensive services are tailored to meet the City’s specific needs. We approach each project from your perspective because we understand every engagement demands a commitment to professional, accurate, and skilled advice. We offer the City our proven services to address the support services as they are outlined in the scope of services.

To achieve the City’s as-needed requirements, MGT will plan, organize, and execute activities and tasks specific to the project that results in a body of information and data to inform and guide the City and staff to successful completion.

Our certified expert consultants will work in partnership and collaboration with the City’s IT staff throughout each Phase of the project. MGT will provide guidance, direction, and our rigorous project management governance process that will ensure the quality and timeliness of deliverables.

Upon completing this project, the City will receive a significantly improved/enhanced IT infrastructure that requires limited management and servicing.

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4. Project Management Approach
Project Management Plan
We are project management experts who have the experience the City needs to assimilate the requirements of leadership and stakeholders and coordinate the many technical and administrative resources required to ensure successful temporary staffing project.

To ensure the City’s satisfaction with each aspect of their projects we will work closely with the City’s staff and project manager to manage scope, schedule, and ensure deliver of service that meet all of the City’s needs to chart a path forward that reflects the goals of the organization.

To meet tight deadlines, we take very intentional measures to define milestones, responsibilities, and delivery dates in our planning process, and to track work progress against plan weekly or even daily. As soon as the contract is awarded, we enhance the project workplan that was included in our proposal by adding specific milestones, delivery dates, and consultant responsibilities. We refine this plan with input from our project initiation meeting(s) with the client. Then we conscientiously track our work progress against that plan, and employ problem solving skills, technology, and staff flexibility to react to variances between plan and actuals to meet the deadline.

Our years of experience in the public sector gives us a deep reserve of solutions to common project delays or bottlenecks. We offer these solutions to every client and are often able to prevent the most common schedule problems because we know what to expect.

In every engagement large and small, MGT adheres to a rigorous project management process that ensures the quality and timeliness of the Court’s deliverables and the complete satisfaction of with every aspect of the project. Our unique methodologies are based on industry standard best practices enhanced by our vast implementation experience for schools, universities, government agencies, and private industry.

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 Develop and track detailed and integrated project work schedules and allocate resources against the schedule.
 Responsible for steering the project to success working closely with the City’s staff.  Periodically apprise project stake holders of project progress and issues that require their attention.
 Assign tasks to the team and review the progress of those tasks.  Periodically track and assess the project risks and develop plans to mitigate such risks.  Set project quality goals and review deliverables against those goals.  Set and monitor project budget and costs to ensure delivering the project within budget.  Continuously communicate with project stakeholders to align them toward set project goals.

Project Governance & Communication Plan
MGT adheres to a rigorous project governance process that ensures the quality and timeliness of deliverables and the complete satisfaction of our clients with every aspect of the project. We will work closely with the Court’s project manager to manage staffing and schedule and ensure delivery of qualified candidates that meet the unique needs of the Court and chart a path forward that reflects the goals of your organization.

Key tenets of MGT’s project governance protocols are:

Project Initiation: All projects begin with an initiation phase. MGT facilitates a kick-off meeting with the client team that provides the opportunity for introductions, and a setting in which to confirm project expectations and deliverables. During the initiation phase, the MGT team finalizes the project work plan, schedules, and other documentation based on client input.

Work Plan and Schedule: The work plan and associated schedule are the guiding documents for the project. Together they capture the key objectives for the project, list the deliverables, and establish the timeframe for the various activities necessary to achieve those objectives. The MGT project director and the client team both use these documents to monitor progress and ensure that the project remains on track.

Quality Control: MGT follows industry standards and best practices to ensure all project activities are conducted appropriately, all devices and functionality are properly tested, and that all project deliverables are of the highest quality. Any project activities that require physical or virtual access

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to client facilities and IT infrastructure are closely managed to mitigate any risk of unintentional consequences such as loss of functionality or data breach.

Communication: Throughout this process we remain in frequent communication with the Court to avoid surprises or conflict. Our project teams are in regular contact with the City, providing staffing status updates and explaining any variances from the planned schedule. Additionally, MGT is committed to regular client contact through on-site meetings and/or online platforms, formal status updates, and other communications at regular intervals. Community engagement will be critical to ensuring our recommendations are seen, heard, and embraced/supported by the City.

Knowledge Transfer: The MGT Technology Practice is distinguished in its commitment to complete knowledge transfer. Our goal in every technology implementation project is to leave the client team better informed than they were when we arrived. All data and other collateral materials gathered and developed during the project will be provided to the client team. At the conclusion of any development activities, we will, at the client’s discretion, meet with leadership to review the results step-by-step, and provide staff training and orientation so that team members are prepared to implement any recommended improvements in infrastructure or operations.

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5. Work Experience
Current Relevant Experience
With our extensive, certified expert IT staff, MGT has helped our clients with their technology paths forward this are comprehensive, affordance, and executable. MGT understands our clients dedicated to transforming lives and strengthening communities while being able to maintain the highest levels of security, stability, privacy while supporting the needs to create secure environments that meet the challenges of today and the future.

Listed below are some of MGT’s recent engagements providing security assessment, penetration testing and other information technology services in the past five (5) years.

SILICON VALLEY CLEAN ENERGY

INFORMATION TECHNOLOGY AUDIT
MGT worked with the SVCE to design and execute a top to bottom audit of the agency’s IT infrastructure, network, and data storage and to conduct a Focused Security Assessment of SVCE’s information security program. We performed penetration testing of the agency’s assets, vulnerability assessments, a comprehensive review of current IT policies and procedures, and a focused assessment of the agency’s cyber security program. We completed a report describing the activities performed, including results of all tests, the findings and risks identified, and prioritized recommendations and next steps to mitigate the risks and increase the security posture of SVCE.

TRANSPORTATION CORRIDOR AGENCIES OF ORANGE COUNTY CALIFORNIA 24/7 SOC SERVICES: MANAGED DETECTION AND RESPONSE SERVICES, ASSESSMENT SERVICES MGT was selected by the Transportation Corridor Agencies to provide 24/7 SOC and NOC support with a focus on maintaining and securing their network infrastructure through our SOC on a continuous basis. MGT responsibilities encompass active management of TCA network security devices, (firewalls, intelligent switches, intrusion detection systems/devices) for proper configuration and operation

DALLAS-FORT WORTH AIRPORT

PENETRATION TESTING SERVICES
MGT provided comprehensive penetration testing for Dallas-Fort Worth Airport (DFW). MGT’s testing probed the exploitable vulnerabilities of the airport’s assets which include networks, Internet of Things devices and Industrial Control Systems (ICS) /Supervisory Control and Data Acquisition (SCADA) systems. Testing methodologies and procedures conformed to the NIST Special Publication 800-115 and met the Audit Requirement of International Organization for Standardization (ISO) 27001 and Payment Card Industry Data Security Standard (PCI-DSS).

DFW is the fourth busiest in the world by aircraft movements and the fourteenth busiest airport in the world by passenger traffic.

MICHIGAN – MULTIPLE COUNTIES

COUNTY-WIDE SECURITY RISK ASSESSMENT AND PENETRATION TESTING

5. WORK EXPERIENCE
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MGT is conducting NIST-CSF-based security risk assessments and network and application penetration testing across many counties in the state of Michigan. (Bay, Marquette, Macomb, Lapeer, Emmet, Cass, Lenawee, St. Joseph’s, Oakland, Midland, Newaygo, Jackson, Saginaw, Cheboygan, Antrim, Grand Traverse, Lenawee, Leelanau, Oceana, Alcona, Van Buren Counties and more.)

LOWER COLORADO RIVER AUTHORITY

PENETRATION TESTING
MGT designed and executed comprehensive Black Box and White Box penetration testing of LCRA’s information technology assets, including GMS, EMS, SCADA, DCS and other operational environments. We conducted a full security assessment of the LCRA environment based on NIST-CSF and our custom MGT Cybersecurity Maturity Model. MGT delivered a Final Report that included an executive summary, visualizations, and a detailed technical report with a cybersecurity roadmap and prioritized recommendations to remediate deficiencies.

CITY OF SCOTTSDALE ARIZONA CITY AUDITOR’S OFFICE

POLICE TECHNOLOGY SERVICES IT GENERAL CONTROLS AUDIT
MGT assisted the City of Scottsdale City Auditor’s Office in performing an audit of IT general controls over Police Technology Services. The audit scope encompassed assessment of key controls relating to the Scottsdale Police Department’s IT operations, such as logical and physical security, system and antivirus update and patching, mobile device security, backup and recovery, and change management. The Police Department’s technology group, which is staffed by 9 employees, supports departmental systems for more than 600 Police employees. The department also receives network, technology asset and infrastructure support from the City IT department.

COUNTY OF GRATIOT MICHIGAN, FRIEND OF THE COURT

INDEPENDENT SECURITY AUDIT
MGT performed an independent security audit for the Gratiot County Friend of the Court and Prosecutor’s Office. The purpose of the audit was to determine the degree to which information system security controls are correctly implemented, whether they are operating as intended, and whether they are producing the desired level of security. The audit evaluated security against the security controls found in IRS publication 1075, NIST SP 800-53, and the Court’s security policies and procedures

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6. Public Safety/Criminal Justice System
Experience
We are critical infrastructure experts as well as leaders in security assessment and compliance.

Our current and recent cybersecurity clients include Dallas Fort Worth Airport where we provided comprehensive penetration testing of all airport assets including ICS and SCADA, the Rhode Island Airport Corporation where we executed a NIST-based security assessment and developed a cyber security roadmap, the Transportation Corridor Agencies of Orange County where we provide 24/7 managed detection and response services, and Tampa-Hillsborough County Expressway Authority where we implemented a full assessment of their ICS environment to define the security posture of the infrastructure they manage.

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7. Assessment Methodology
MGT's Assessment Work Plan and Methodologies
MGT’s Security Solutions are specifically designed around the unique needs of governmental and other public sector organizations. MGT’s Cyber Security Office partners with your existing security staff to transparently expand your IT footprint. Our 24/7/365 services will improve your security profile, reduce your costs, and help you drive risk out of your systems. Customized for the requirements of each organization, our ala carte services include:

Our Cyber Security Office program has been designed to support security teams in augmenting the aspects of their infosec program they need help with and empower them to build and maintain a sustainable security posture over the long-term.

We help create “non sticky” security solutions so that security teams can be in control of how to evolve their program without having to be tied to outsourced resources. The result is an information security program that is tailored for your current needs, phased appropriately

7. ASSESSMENT METHODOLOGY
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according to client priorities, resources, and limitations, with buy-in from across the organization, and designed to harden security in an efficient manner.

Phase 1:

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7. ASSESSMENT METHODOLOGY
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1 1 The Center for Internet Security: Critical Security Controls for Effective Cyber Defense

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Why Choose MGT?
MGT’s Overall Capabilities
Throughout our nearly half a century of providing consulting services, we’ve produced more than 13,000 solutions for our clients. We understand that although our clients may be vastly different, best practices in organizational effectiveness have no boundaries. Regardless the “umbrella”, our consultants help navigate risk, capitalize on opportunities, and achieve successful outcomes – regardless of economic or funding fluctuations.

Large Pool of Certified Subject Matter Experts
MGT is distinguished by our large staff of more than 100 network and security engineers who are trained, certified and experts with high in-demand skill sets and technology platforms. They are all seasoned, certified experts, working in the “security trenches” in complex IT environments.

Our network and security engineers’ training span
multiple vendor solution certifications allowing
MGT the flexibility to work with clients to
develop optimal solutions tailored for their
unique environments. We are not tied into one
specialty which makes MGT recognized leaders
in providing successful and cost-effective
solutions to enterprise-scale clients.

Staff Experienced

WHY CHOOSE MGT?
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MGT will augment the City’s existing network infrastructure staff to provide a level of coverage that would otherwise be impractical or unaffordable. Our network experts have broad experience, ongoing training, and access to cutting edge tools and the world’s most up-to-the-minute threat databases. Our staff offers White Glove service because we understand that you engagement demands a commitment to professional, accurate, and skilled expert person. Our network and security engineers are trusted advisors providing innovative solutions in an every-changing world.

Network Operations Center
MGT's managed services leverage our deep network and security engineering bench to deliver precise and proactive administrative support, threat hunting and detection, strategic and tactical incident response and remediation, and intentional communications and reporting to create a transparent and efficient convergence between our Network/Security Operations Center (NOC/SOC) and your internal resources.

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9. Terminated Agreements/Contracts
MGT has no terminated agreements or contracts in the past five (5) years.

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10. Subcontractor/Subconsultants
MGT of America Consulting, LLC will perform all work associated with this engagement with its own employees. MGT is committed to using subcontractors for many of our projects and we have a long and successfully history partnering with historically marginalized businesses who we treat as full partners on our project teams. Because of our internal evaluation capacity, MGT is able to complete this project without the use of subcontractors.

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References

REFERENCES
City of Montebello
RFQual 21 - 1 Information Technology Assessment and Improvement Project (Please complete and include with your response)
As part of the City’s review for this service, staff may conduct a reference check. Please provide three (3) references the City can contact.

Organization/Agency: _ City of Lawrenceville, City and Police Dept________ Contact Person: _Kyle J Parker, Director of Information Technologies Phone:__(678) 407 6406 Email: [email protected] Work Performed24x7 Managed Security Services including Firewall, End Point and Vulnerability Management
Contract Value: If selected as a consultant this information will be available on request Organization/Agency: __Silicon Valley Clean Energy________________________ Contact Person: ______Nik Zanotto, IT Director____________________________ Phone:_____(844) 474 7823___ Email: _____ [email protected] ___ Work Performed:_____ Top to bottom audit of the agency’s IT infrastructure, network, and data storage
____________ Contract Value: If selected as a consultant this information will be available on request Organization/Agency: ___________ Tampa Expressway Authority ____________________________
Contact Person: ______ Shari Callahan, IT Manager_______________________________ Phone:__________ 813-272-6740 X 112 ____ Email: ______ [email protected] ____________________ Work Performed NIST CSF Security Risk Assessment and Full External and Internal Penetration Test _______________________
Contract Value: If selected as a consultant this information will be available on request

WEST COAT

Information Technology Assessment and
Improvement Project
RFQual No. 21-1
[email protected]
Averoadvisors.com
(865) 415-3848
MAIN OFFICE: 512 West Broadway Ave., Maryville, TN 37801 WEST COAST OFFICE: 1036 East Caribbean Lane, Scottsdale, AZ 85255 Proposal By
September 9, 2021

RFQual No. 21-1
Information Technology Assessment and Improvement Project Page | 2

1. Cover Letter
September 9, 2021
Attn: Micah Herd, Senior Management Analyst
City of Montebello, Finance Department
1600 W. Beverly Boulevard
Montebello, CA 90640
Dear Mr. Herd,
I am thankful for the opportunity to present our qualifications and experience to the City of Montebello.

As a thriving community, the Information Technology Assessment and Improvement project is vital to your organization, and you need a dependable, enthusiastic, energetic, technically competent, and business savvy partner. More than anything, you need a partner and advisor that will stick with you through the inevitable tough times and see this project through to success. That partner is Avèro Advisors. This proposal includes stories from many similar relationships we have built with select clients over the last several years. This document presents our unique approach to problem-solving, and a methodology tailored to your specific needs.

Avèro is an Information Technology modernization firm
on a mission to enable public sector agencies of all sizes to "Rethink IT." We possess expertise in delivering IT
Assessments, Business Process Analysis & Redesign,
Cybersecurity Assessments, IT Strategic Planning,
Infrastructure Analysis, Enterprise System Consultation, and Project Management services for various government
organizations. Our long-term, trust-based relationships with our clients are testimonials to our track record of providing outcome-based value to those we serve. In addition, we
position our clients for success by providing strategic advisory services that help build intelligent organizations, streamline workforce operations, and achieve service
excellence.

The Avèro team has completed similar scopes of work
for various municipal governments across North
America, such as Pittsylvania County (VA), City of
Charlottesville (VA), Blount County (TN), City of
Maryville (TN), City of Maricopa (AZ), City of
Lethbridge (Alberta), and Union County (NC), among
others.
“As you know, many companies are
technically strong in all things IT but not
every firm can build the relationships
necessary to help an organization navigate
change. Avèro excelled in this aspect.

Technically strong, depth of knowledge
and an ability to speak in a language
management can understand. They don’t
use only industry terms. They took us
through some discovery to make sure we
got the scope right. This was incredibly
important to the overall project.”
Greg McClain
City Manager | City of Maryville, TN

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Our team contributes the following critical factors necessary for the long-term success of this effort:
▪ Diverse team structure and approach that is rooted in academic knowledge and practical experience;
▪ Demonstrated experience in end-to-end IT infrastructure modernization; ▪ Proven track record and relevant IT subject matter expertise, including IT Assessments; ▪ Comprehensive understanding of cybersecurity needs related to City Government organizations; and
▪ Deep experience with City government operations, infrastructure, and cultural dynamics.

Furthermore, Avèro is a 100% independent, 3rd party consulting firm with no affiliation to software or hardware vendors – we are always in your corner. Our firm is a certified Minority-owned Business Enterprise (MBE) in multiple states and is a financially stable, profitable enterprise that strives to deliver significant value to our clients nationwide.

I look forward to initiating a long-term relationship with you and the City of Montebello. My cell phone number is 865-850-5451, and you can reach me at any time.

Sincerely,
Abhijit “AV” Verekar
President
Avèro Advisors
West Coast Office |10396 East Caribbean Lane, Scottsdale, AZ 85255 Home Office | 512 West Broadway Avenue, Maryville, TN 37801 Office: 865-415-3848 | Email: [email protected]

RFQual No. 21-1
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Contents

1. Cover Letter 2

2. General Consultant Information 5

3. Project Understanding 8

4. Project Management Approach 10

5. Experience - Municipality 11

6. Experience - Public Safety Systems 13

7. Methodology 15

8. Why Avèro? 25

9. Terminated Agreements or Contracts 26

10. Sub-Contractors 27

11. References 28

12. Additional Information 29

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2. General Consultant Information
Avèro, LLC (dba Avèro Advisors), established in 2016, is an IT Modernization firm that guides municipalities and public sector clients to "Rethink IT." Our office locations are listed below:
▪ MAIN OFFICE: 512 West Broadway Ave., Maryville, TN 37801 ▪ WEST COAST OFFICE: 1036 East Caribbean Lane, Scottsdale, AZ 85255 Avèro focuses on helping our valued clients answer critical business questions through the strategic alignment of People, Process, and Technology. With a deep understanding of both the cloud era and traditional technology environments, Avèro strives to build smart organizations, which empower their employees to enrich the lives of those they serve.

Avèro's professional consulting services portfolio include the following offerings:

Our experience grants us a unique perspective on inter-departmental interactions across organizations concerning business processes and statutory, regulatory, and discretionary analysis. Moreover, Avèro has extensive experience working with the various departments across each organization that interface with Information Technology.

Professional Services Analysis & Strategic Planning Infrastructure Support

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Avèro currently consists of 17 full-time employees. The following graphic displays the organization within the company. The representation from the organizational chart is as follows: from left to right displays consultants that specialize in business analytics to those proficient in IT operations consulting and networking, and from top to bottom represents the tiers of administrative support. Our consulting team consists of three (3) business analysts to provide data analytics and deliverable development. We have three (3) project managers, specializing in business administration, that focus on the needs and goals of our clients, perform Quality Assurance on all deliverables, and provide a single-point-of-contact for communications. Additionally, our team has two (2) senior managers to ensure project deadlines and budgets remain compliant and to perform the second level of Quality Assurance on all deliverables. Lastly, our president and CEO provides overall vision and strategic goals for Avèro.

Avèro specializes in providing IT assessment services for national and international government and public sector agencies. Our Subject Matter Experts lead our team with more than 15 years of experience providing comprehensive IT infrastructure and organizational assessments, strategic planning, business process mapping & redesign, standard operating procedures, system selection & integration, and program/project management.

With 15+ years of public sector experience, Avèro's leadership team has provided IT strategic advisory services to numerous municipal government agencies across the country and successfully delivered the right results on time and within budget.

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Avèro is currently being utilized by ten (10) public sector organizations to provide ongoing project management and strategic consulting services. One of those clients is located in Santa Clara County, CA.

We do not currently have an established presence in the County of Los Angeles. Seven (7) of our established clients are local or state government organizations comparable in size to the City of Montebello. Avèro has extensive experience with clients similar in size and complexity to the City of Montebello, including the City of Scranton (PA), City of Maryville (TN), Maricopa Association of Governments (AZ), and Pittsylvania County (VA). The following table summarizes the information requested:

Requested Client History
On-going Public Sector Clients 10
California Clients 1
Los Angeles County Clients 0
Local/State/Federal Government Clients 7
Similar Size & Complexity 8
Recently, Avèro has been recognized in Inc. Magazine’s “Best Workplaces of 2021” for our commitment to our employees as well as our clients. Additionally, Avèro was recognized as 2019's "Best Small Business" by the Blount County Chamber of Commerce, and we are certified as a "Great Place To Work®" based on feedback provided by 100% of our employees. Avèro's President also serves on the National Institute of Governmental Purchasing (NIGP) panel for cybersecurity.

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3. Project Understanding
Avèro Advisors understands the needs of the IT upgrade project and ongoing support services required by the City of Montebello. We understand that organizations such as the City of Montebello are under increasing pressure to keep up with higher service level expectations while adhering to traditionally shrinking budgets and staffing levels. Over the last several years across organizations, demand for IT services has increased, as departments seek to use technology 'to do more with less,' improve service delivery, enhance security, make data-driven decisions, and serve constituents more effectively. An increase in demand is not the only pain point that influences change within an organization. Avèro has engaged organizations inundated with manual processes with an apparent lack of modern technology, causing inefficiency, and siloed departments that foster an absence of standardization and highlight frustration and lack of control. Whether your organization is being influenced by similar increases in demand for IT-enabled services or one of the many commonly perceived issues, the City of Montebello has initiated an IT Assessment that will result in a technology roadmap guiding the City's IT-related decisions for the next several years.

The following graphic is an example of observed pain points and perceptions found within organizations that lack sufficient IT tools to allow staff to perform as efficiently as possible:

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We understand that the City of Montebello seeks recommendations on significantly improving and enhancing IT infrastructure that requires limited management and servicing. The project should focus on improving the City’s overall IT efficiency and effectiveness, business continuity services, Cybersecurity exposure, and build systems that are capable of supporting future City expansion. Avèro also understands that this project will focus on improving network infrastructure, computer hardware, and computer software. The City plans to engage in a project to specifically address improving telecommunications capabilities at a later time. We will accomplish these objectives by first initiating an assessment of the current state to identify gaps in existing processes, technology, security infrastructure, staffing levels, funding, and policies & procedures. The City then expects recommendations to be delivered in the form of an implementation plan that will list actionable items to achieve those results while also identifying cost-saving opportunities. Upon completion, staff expects to receive a significantly improved/enhanced IT infrastructure that requires limited management and servicing.

The frequently used phrase, "the future is now," is even more applicable today for technology.

Government agencies are acting on increasing demands and modernizing their operations at a rapid pace.

The City of Montebello is poised to latch on to modernization opportunities that will not only improve internal operations but revolutionize service delivery to its citizens and businesses.

For any long-term technology strategy to be sustainable and successful, we must lay its foundations on the following pillars:
▪ Cybersecurity – are we resilient to cyber threats, are our employees educated and form the first line of defense, and can we recover from a cyber event quickly?
▪ Infrastructure – is our infrastructure modern, stable, and scalable? ▪ Enterprise Systems – do we have the right set of enterprise software tools to empower our employees to deliver services most efficiently?
Avèro has performed IT Assessments and IT Infrastructure projects for several Cities and Counties all over the country that are choosing to use our recommendations to guide their IT decision-making for years to come. Our unparalleled dedication to our clients is one of the many attributes that separates our firm from others. Our President and Founder, Abhijit Verekar, not only manages the work completed by his team of consultants, but he also remains active in projects throughout their duration as part of the core team. Mr. Verekar will be involved in group visioning sessions, quality assurance on all deliverables, and all significant presentations, supporting and guiding his team to deliver the best possible results for the City of Montebello.

We understand the City desires a knowledgeable, accountable, and dedicated firm to provide a comprehensive, independent, customized IT Assessment and Improvement Project plan. Dedication, pursuit of excellence, and transparency are values we live by and are confident that we are the right firm to join the City of Montebello on its journey to define a long-term technology strategy.

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4. Project Management Approach
Avèro will designate a single-point-of-contact for all of our projects to ensure clear communication. Avèro will also provide a bi-weekly project update meeting including a summary of tasks completed during the reporting period and tasks perceived to be completed in the next reporting period. This update meeting will also provide a current timeline for project milestones and any foreseen areas where time may be lost or gained.

Avèro will also develop and embed a set of Quality Assurance (QA) processes to ensure deliverables meet the established performance and technical metrics of each proposed project task for this initiative. Our team will collaborate with the identified project sponsorship team to perform Quality Assurance to prevent defects and identify any issues in the deliverables and throughout the project. The outcome of QA performance will provide the City with high-quality output, eliminate waste, and increase efficiency.

Throughout the project, Avèro will position the City of Montebello for long-term success through the following critical factors:

Industry-Specific Subject Matter Expertise and Tailored Methodology – Our team of consultants has provided similar system assessment-related services to local and state government organizations for 15+ years, allowing Avèro to better understand clients’ business drivers, goals, challenges, and IT and organizational needs for a high quality of service delivery and customer excellence.

Professional Project Management – Avèro’s team applies industry best practices, PMP, Waterfall, Agile, and Lean/Six Sigma techniques for high efficiency and results in quality assurance & control and optimal project management processes.

Tools and Processes Framework – Avèro prepares a customized toolset of Project Management and Analysis methodology utilizing a variety of modern technologies to plan, manage, tackle, and execute projects efficiently to best meet our clients’ objectives. This custom-tailored framework allows us to delineate an accurate picture of our clients’ existing/potential complications within current conditions and develop a roadmap for meeting both strategic and tactical project goals to mitigate identified gaps and enhance efficiency and business continuity. “End-to-End” Expertise – Our team of professional consultants has experience assisting clients from IT strategy conceptualization, business process redesign, system analysis, strategies and requirements definition, RFP development, proposal evaluation, and vendor selection to complete vendor and project management during implementation. A key component of ensuring our clients’ success is that we bring both the technical and ‘soft skills’ expertise: We know how to engage people and listen for what has meaning respectfully.

Independent and Unbiased – Avèro does not have any affiliations with software or hardware vendors.

We work on behalf of our clients as trusted advisors, ensuring our recommendations remain devoid of bias towards any specific technology, platform, or vendor.

Client Retention – Avèro maintains exceptional relationships with our clients by being nimble and agile in our approach, and by having the flexibility to meet their needs. Each client reference is a testimonial to our successful track record.

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5. Experience - Municipality
Avèro Advisors has provided the following project summaries for projects completed with scopes related to the scope of the City of Montebello’s IT Assessment and Improvement initiative. These project experiences specifically showcase Avèro’s expertise in conducting IT Assessments and detail a successful track record of creating as well as implementing IT strategic plans for similar municipality clients:

Union County, NC
IT Assessment & Strategic Plan
Avèro served as the consultant to assess the current state of IT infrastructure & staffing for approximately 30 departments within Union County, NC. The scope of services included but was not limited to IT infrastructure assessment (software, systems & hardware), IT staffing analysis, SWOT analysis, and development of strategic recommendations. Avèro’s team subsequently identified and documented a comprehensive IT Strategic Plan & Roadmap to guide the County’s IT staffing and IT infrastructure decision-making through the next 5-7 years. Following the completion of the IT Assessment, Avèro currently manages the implementation of the ITSP for Union County for multiple projects, including the restructuring of the County’s IT Department, development of IT Policies and Procedures, and phone system assessment.

City of Maryville, TN
IT Assessment & Strategic Plan
Avèro Advisors created a multi-year IT Strategy Plan (ITSP) to guide the City of Maryville to optimize its IT environment efficiently and cost-effectively. As part of the final deliverable set, Avèro’s team provided the City with actionable recommendations on business process and technology improvements for all departments (Finance, Public Utilities, Public Works etc.). Avèro currently serves as the Executive Project Manager to manage the implementation of the ITSP for the City of Maryville for multiple projects, including a thorough business process analysis & redesign across all departments’ operations, vendor evaluation, and selection & implementation services for an ERP suited of integrated solutions.

Blount County, TN
IT Assessment & Strategic Plan
Avèro Advisors created a multi-year IT Modernization Strategy and Plan (ITMSP) for Blount County Government that is aimed at updating the County’s IT infrastructure (hardware, software, processes, and policies). Avèro’s team currently serves as the Executive Project Manager to guide Blount County and its IT Department by implementing the ITMSP, including business process analysis & redesign, IT Risk Assessment, system requirements & RFP development, website redesign, network infrastructure upgrade, server virtualization, ERP system replacement, and Asset Management solution implementation. The County has achieved perfect audits throughout its five (5) years of IT modernization efforts.

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Pittsylvania County, VA
IT Assessment & Strategic Plan
Avèro conducted a thorough analysis of the strengths and weaknesses within Pittsylvania County’s current IT environment, including infrastructure & technologies, funding, processes, staffing levels, and service delivery model. Avèro conducted discovery sessions with various County stakeholders (e.g., Administrator, departmental heads, business process owners) within the departments and agencies to gather insights into the current-state of the IT platform. During the candid interviews, Avèro gathered data from the County stakeholders regarding their respective departments’ experience with IT in terms of service delivery and identifying some of the strengths and weaknesses within the existing IT environment.

Avèro also conducted a series of visioning sessions to capture “wish list” improvements for the desired future-state, where People (Staff), Processes (Workflows), and Technology (IT Support & Business Systems) are strategically aligned to enhance services for the community and businesses. Following the current-state assessment, Avèro developed a series of strategic recommendations to address the gaps and worked with the County executive team to finalize the IT strategies’ prioritization based upon industry best practices. Once the County approved the prioritization, Avèro developed the IT Strategic Plan detailing each modernization strategy, a strategic action plan for implementation, the gaps being addressed, the research required, and an impact statement. The Strategic Plan functions as a strategic guide to lead the County’s IT investment decisions over the next three (3) to five (5) years.

City of Mequon, WI
IT Assessment & Strategic Plan
Avèro served as the consultant to assess the current state of IT infrastructure & staffing within the City of Mequon. Avèro’s project team reviewed the current state of the IT program by reviewing existing documentation and conducting interviews with key internal stakeholders. Following the data gathering, the project team conducted a gap analysis to identify emergent gaps between the current state and the ideal future state of the IT Program. After developing and prioritizing the proposed IT strategies, the project team prepared and presented the IT Strategic Plan Report to executive stakeholders and prepared a presentation to share all findings with the City’s Common Council.

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6. Experience - Public Safety Systems
Avèro Advisors has provided the following project summaries for projects completed within the scope of public safety systems and criminal justice systems. These references specifically showcase Avèro’s experience in conducting IT Assessments and detail a successful track record of creating as well as implementing IT strategic plans for similar municipality clients.

Blount County Police Department, TN
Strategic Planning & Infrastructure Support
Avèro provided strategic planning services related to the Cybersecurity infrastructure within the Blount County Courthouse and Justice Center. These services included support for Spillman Records Management Software, installation of security cameras supported through Avigilon, implementation of Laserfiche EDMS, implementation of Solarwinds Service Desk, installation of fiber optic cable, and many other tasks. Avèro has been retained to provide ongoing Project Management support throughout the duration of the five (5) year strategic plan.

Union County, NC
IT Assessment & Strategic Plan
Avèro served as the consultant to assess the current state of IT infrastructure & staffing for approximately 30 departments within Union County, NC including the County’s Sheriff’s Office. The scope of services included but was not limited to IT infrastructure assessment (software, systems & hardware), IT staffing analysis, SWOT analysis, and development of strategic recommendations. Avèro’s team subsequently identified and documented a comprehensive IT Strategic Plan & Roadmap to guide the County’s IT staffing and IT infrastructure decision-making through the next 5-7 years. Following the completion of the IT Assessment, Avèro currently manages the implementation of the ITSP for Union County for multiple projects, including a restructuring of the County’s IT Department, development of IT Policies and Procedures, and phone system assessment.

City of Maryville, TN
IT Assessment & Strategic Plan
Avèro Advisors created a multi-year IT Strategy Plan (ITSP) to guide the City of Maryville to optimize its IT environment efficiently and cost-effectively. As part of the final deliverable set, Avèro’s team provided the City with actionable recommendations on business process and technology improvements for all departments (Police Department, Finance, Public Utilities, Public Works etc.). Avèro currently serves as the Executive Project Manager to manage the implementation of the ITSP for the City of Maryville for multiple projects, including a thorough business process analysis & redesign across all departments’ operations, vendor evaluation, selection & implementation for an ERP suited of integrated solutions.

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City of Lethbridge, Alberta, Canada
Records Management System (RMS) Assessment
Avèro served as the consultant to assess the current state of the FDM Records Management software that the City’s Fire & Emergency Service teams utilized to support their daily operations. Our team subsequently assisted the City in identifying system needs and developing a comprehensive list of requirements for the future procurement and implementation of an RMS solution.

City of Mequon, WI
IT Assessment & Strategic Plan
Avèro served as the consultant to assess the current state of IT infrastructure & staffing at the City of Mequon’s Police Department. Avèro’s project team reviewed the current state of the IT program by reviewing existing documentation and conducting interviews with key internal stakeholders. Following the data gathering, the project team conducted a gap analysis to identify emergent gaps between the current state and the ideal future state of the IT Program. After developing and prioritizing the proposed IT strategies, the project team prepared and presented the IT Strategic Plan Report to executive stakeholders.

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7. Methodology

Avèro makes every commitment to maintaining a high-quality and superior service level for every project with the clients we serve and champion for. Our firm strives to remain an independent, 3rd party consulting firm with no affiliations to software or hardware vendors whatsoever, which ensures that our objective strategic recommendations will be tailored exclusively to the City of Montebello’s specific needs. Furthermore, Avèro strives to maintain constant communication with clients by employing multiple methods to ensure that surprises and delays can be mitigated at any point during the project.

Below is an overview of Avèro's proposed methodology for the City of Montebello:

In response to CDC guidelines related to COVID-19, all project tasks within our proposed methodology may be performed remotely or on-site. We welcome feedback from the City of Montebello to ensure compliance with the project's requirements and the City's business needs. Avèro remains flexible and committed to providing practical solutions that align with the City's business goals in a timely and cost-effective manner.

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Project Team
For this engagement, Avèro Advisors has put together the following team of qualified professionals who possess the knowledge and demonstrated expertise within IT assessment and strategic planning disciplines.

Abhijit Verekar | Project Executive, is a certified Project Management Professional (PMP) with 15 years of experience serving the public sector as an IT advisory professional. He has extensive experience leading IT and organizational modernization initiatives with State and Local government agencies across the United States. Over the years, he has helped his clients achieve significant efficiencies through IT strategic planning, cybersecurity, business process redesign, project management & implementation, and general advisory & stewardship when dealing with substantial organizational and technological changes (e.g., teleworking support to response to COVID-19 pandemic).

Andrew Hayes | Senior Manager, is a certified Project Management Professional (PMP) with Master's degrees in Business Administration (MBA) and Organizational Development (MOD).

His experience includes 15 years of successfully leading Organizational Change Management and IT Modernization projects in the public, private, and nonprofit market sectors. He employs an appreciative approach to consulting that facilitates the identification, prioritization, and resolution of critical challenges, whether People, Process or Technology-driven. He creates value by establishing collaborative, cross-functional partnerships that focus on organizational strengths and continuous improvement opportunities.

Tyler Gallant | Project Manager possesses extensive experience working in the Information Technology and Services industry. He has completed projects for organizations that have included IT & organizational infrastructure analyses, data analyses, gap analyses, SWOT analyses, business process redesign & mapping, requirements analysis & development, and project/program management. He provided project management and advisory services for various strategic planning projects involving government organizations, including City of Mequon, City of Maricopa, City of Macedonia, and Union County.

Mike Caffrey | Senior Technical Consultant, is a Senior IT Consultant with over 22 years' experience overseeing efficient, secure, and cost-friendly IT modernization projects for a variety of public and private sector organizations. Recipient of InterCon 2019's "Top 50 Tech Leaders" award for significant contributions in the technology sector.

Sarah Quesenberry | Business Analyst completed her Bachelor of Science in Computer Science from the East Tennessee State University. She was engaged in providing Blount County (TN) with technical support on the implementation of ERP installation and managed the redeployment of content management software (Laserfiche), along with the modernization of computer upgrades, County-wide. She has provided analytic support services for various strategic planning and optimization projects including Blount County, City of Mequon, Pittsylvania County, and Union County among others.

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8. Why Avèro?
Avèro Advisors provides a well-rounded team of business savvy strategic analysts that will have the City’s overall business needs and goals in mind as well as technically proficient subject matter experts with our clients’ security as a top priority.

Team – Our team provides consistency. What you see is what you get. We implement multiple forms of communication so that our clients are never found in the dark.

Focus – We maintain focus on what really matters: you! From project planning to deliverable development to implementation, we custom tailor our approach to meet your organization’s business needs and goals.

Independent – We remain unaffiliated with any software or hardware vendor to maintain a clear and independent view on our methodology. We are always in your corner! Thought Leadership – We provide additional resources, including podcasts and articles, for our clients’ benefit to discuss the general nature of technology and views on its applications for municipalities now and in the future.

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9.Terminated Agreements or Contracts
Avèro ensures that we have not terminated an agreement or contract in the past five (5) years.

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10. Sub-Contractors
Avèro will not be using a subcontractor for the work performed on any contract for the City of Montebello.

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11. References
Avèro has attached the following references sheet in compliance with the RFP.

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REFERENCES
City of Montebello
RFQual 21 - 1 Information Technology Assessment and Improvement Project (Please complete and include with your response)
As part of the City’s review for this service, staff may conduct a reference check. Please provide three (3) references the City can contact.

Organization/Agency: ________________________________________________ Contact Person: _____________________________________________________ Phone:___________________ Email: ___________________________________ Work Performed:____________________________________________________ _________________________________________ Contract Value____________ Organization/Agency: ________________________________________________ Contact Person: _____________________________________________________ Phone:___________________ Email: ___________________________________ Work Performed:____________________________________________________ _________________________________________ Contract Value____________ Organization/Agency: ________________________________________________ Contact Person: _____________________________________________________ Phone:___________________ Email: ___________________________________ Work Performed:____________________________________________________ _________________________________________ Contract Value____________ Union County, NC
Mr. Christopher Liersaph, Assistant Director of IT
(704) 283-3635 [email protected]
Information Technology Assessment & Strategic Plan
$ 150,000
City of Maryville, TN
Mr. Greg McClain, City Manager
(865) 273-3401 [email protected]
Information Technology Assessment & Strategic Plan,
ongoing support services $1.5 million
Blount County, TN
Mr. Justin McClure, Assistant Director of IT
(865) 273-5730 [email protected]
Information Technology Assessment & Strategic Plan,
ongoing support services $2.75 million

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12. Additional Information
A B H I J I T " A V " V E R E K A R
P r o j e c t E x e c u t i v e
AVEROADVISORS.COM 865.415.3848 [email protected]

PROFILE
IT Advisory Professional with over 15 years' experience building smart organizations that empower their operations and enrich the lives of those they serve. PMP & SME providing practical IT strategic planning, cybersecurity, business process redesign, and general advisory & project management services to more than 35 government and public sector clients across the United States.

EDUCATION
▪ PMP (Certification No. 1338765)
Project Management Institute
▪ MBA, Finance
Cleveland State University
(Cleveland, OH)
▪ Master of Commerce, Accounting
& Finance
Goa University (Goa, India)
▪ Bachelor of Commerce
Goa University (Goa, India)

KEY SKILLS
▪ IT & Organizational Strategy
▪ Business Process Redesign
▪ Requirements Definition
▪ Business Systems Selection
▪ Contract Negotiation
▪ Project Management

SELECT CLIENTS
▪ Blount County, TN
▪ Union County, NC
▪ Pittsylvania County, VA
▪ City of Maryville, TN
▪ City of Charlottesville, VA
▪ City of Macedonia, OH
▪ City of Maricopa, AZ
▪ Santa Clara County Housing Authority,
CA
▪ Reno Housing Authority, NV
▪ Knoxville's Community Development
Corporation, TN
▪ City of Lethbridge, Canada
▪ City of Wilsonville, OR
▪ State of Oregon

SELECT EXPERIENCE
Blount County, TN – IT Modernization Program, Project Management & Support Services Created and implemented a multi-year IT Modernization Strategic Plan to update the County's IT infrastructure (hardware, software, processes & policies). Collaborated with various vital departments (e.g., IT, HR, Finance) to implement modernized business processes & system solutions to improve overall efficiency and service delivery.

City of Maryville, TN – IT Assessment, Business Process Analysis, ERP Planning Services Performed a thorough assessment of "AS-IS" business processes, services, policies, technologies & skillsets and developed strategies to optimize the City's operations and service delivery. Guided City executives and departmental heads (e.g., HR, Finance, IT, Utilities) to plan and implement an optimal ERP suite of various integrated solutions (financial, asset, permitting & fleet management) for productivity & services enhancements.

Union County, NC – IT Infrastructure Evaluation & Staffing Analysis Assessed the current state of IT infrastructure & staffing for approximately 24 departments (e.g., Finance, IT, HR, Procurement), including, but not limited to, IT infrastructure analysis (software & hardware), IT staffing review, and SWOT analysis. Identified opportunities for improvement and documented a comprehensive IT Strategic Plan & Roadmap to guide the City's decision-making in the next 5-7 years.

City of Maricopa, AZ – Information Technology Assessment Analyzed "AS-IS" IT infrastructure, processes, staffing levels & operations for 8 key City departments (e.g., Administrative Services, Finance, HR, Economic Development). Identified disparities between "AS-IS" & "TO-BE" states, along with opportunities for improvement, and developed an IT Modernization Plan & Roadmap to guide Maricopa's IT investment decisions in the next 5 years.

Pittsylvania County, VA – Information Technology Strategic Plan Gathered technical data from interactive sessions with Pittsylvania County's IT Department and analyzed the current IT environment (hardware, software, systems, server, network security). Develop IT strategic recommendations to mitigate existing (and potential) gaps and support the County's business needs in its IT efforts to provide a better quality of service to its citizens in the next 3 years.

Legal Aid of Nebraska – Integrated Technology Consultant Conducted discovery & visioning sessions with approximately 32 key stakeholders to evaluate Legal Aid's current technology landscape. Conducted a SWOT analysis to identify existing and potential gaps and opportunities for improvement regarding infrastructure and organizational structure. Developed a long-term integrated technology plan for resolving gaps and optimizing operations related to expanding access.

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A N D R E W H A Y E S
S e n i o r M a n a g e r
AVEROADVISORS.COM 865.415.3848 [email protected]

PROFILE
Senior Project Manager with 15 years' experience leading change management and IT modernization projects in the public, private, and nonprofit market sectors. Expertise in establishing collaborative, cross-functional partnerships focused on both organizational strengths and opportunities for continuous improvement, whether People, Process and Technology-driven.

EDUCATION
▪ PMP (Certification No. 1239835)
Project Management Institute
▪ MBA, Business Administration
Case Western Reserve University
(Cleveland, OH)
▪ Master of Organizational
Development
Case Western Reserve University
(Cleveland, OH)
▪ Bachelor of Science
Business Administration
University of Akron (Akron, OH)

KEY SKILLS
▪ IT & Organizational Strategy
▪ Business Process Redesign
▪ Requirements Definition
▪ Business Systems Selection
▪ Contract Negotiation
▪ Project Management

SELECT CLIENTS
▪ City of Lethbridge, Canada
▪ Union County, NC
▪ Pittsylvania County, VA
▪ Blount County, TN
▪ City of Maryville, TN
▪ City of Charlottesville, VA
▪ City of Macedonia, OH
▪ City of Maricopa, AZ
▪ City of Alcoa, TN
▪ Reno Housing Authority, NV
▪ City of Green, OH
▪ City of Medina, OH
▪ Cascade Water Alliance
▪ State of Maryland

SELECT EXPERIENCE
City of Maryville, TN – IT Assessment, Business Process Analysis, ERP Planning Services Performed a thorough assessment of "AS-IS" business processes, services, policies, technologies & skillsets and developed strategies to optimize the City's operations and service delivery. Guided City executives and departmental heads (e.g., HR, Finance, IT, Utilities) to plan and implement an optimal ERP suite of various integrated solutions (financial, asset, permitting & fleet management) for productivity & services enhancements.

City of Maricopa, AZ – Information Technology Assessment Analyzed "AS-IS" IT infrastructure, processes, staffing levels & operations for 8 key City departments (e.g., Administrative Services, Finance, HR, Economic Development). Identified disparities between "AS-IS" & "TO-BE" states, along with opportunities for improvement, and developed an IT Modernization Plan & Roadmap to guide Maricopa's IT investment decisions in the next 5 years.

City of Macedonia, OH – Information Technology Modernization Plan Evaluated "AS-IS" efforts (culture, vision & mission) & technology (e.g., infrastructure, systems, resources, staffing, funding, service delivery) for various critical City departments (i.e., Finance, HR, IT, Service). Identified inherent gaps between "AS-IS" & "TO-BE" states, along with opportunities for improvement, and developed an IT Modernization Plan & Roadmap to guide Macedonia's IT investment decisions in the next 5 years.

City of Alcoa, TN – Information Technology Strategic Plan Evaluated the current state of technology environment (e.g., infrastructure, systems, processes, resources, staffing, funding, service delivery) for multiple crucial City departments (i.e., Financial Services, HR, CIS, Manager's Office). Identified disparities between "AS-IS" & "TO-BE" states and developed a comprehensive IT Strategic Plan to mitigate inherent gaps and guide Alcoa's IT decisions over the next 5 years.

Union County, NC – IT Infrastructure Evaluation & Staffing Analysis Assessed the current state of IT infrastructure & staffing for approximately 24 departments (e.g., Finance, IT, HR, Procurement), including, but not limited to, IT infrastructure analysis (software & hardware), IT staffing review, and SWOT analysis. Identified opportunities for improvement and documented a comprehensive IT Strategic Plan & Roadmap to guide the City's decision-making in the next 5-7 years.

Pittsylvania County, VA – Information Technology Strategic Plan Gathered technical data from interactive sessions with Pittsylvania County's IT Department and analyzed the current IT environment (hardware, software, systems, server, network security). Develop IT strategic recommendations to mitigate existing (and potential) gaps and support the County's business needs in its IT efforts to provide a better quality of service to its citizens in the next 3 years.

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T Y L E R G A L L A N T
P r o j e c t M a n a g e r / S r . B u s i n e s s A n a l y s t AVEROADVISORS.COM 865.415.3848 [email protected]

PROFILE
IT Modernization Business Analyst equipped with proficiency in creating IT Strategic Plans and engaging in Business Process Redesign, along with Enterprise System Evaluation & Implementation, for a variety of public sector organizations.

EDUCATION
▪ Bachelor of Business
Management (in progress)
Western Governors School
(Franklin, TN)

KEY SKILLS
▪ Data Gathering & Analysis
▪ Business Process Redesign
▪ Requirements Definition
▪ RFP Development
▪ Business Systems Evaluation
▪ Project Management

SELECT CLIENTS
▪ City of Charlottesville, VA
▪ City of Maricopa, AZ
▪ City of Macedonia, OH
▪ Union County, NC
▪ City of Lethbridge, Canada
▪ Knoxville's Community Development
Corporation, TN
SELECT

EXPERIENCE
City of Mequon, WI – Information Technology Strategic Plan Evaluated the current-state of IT environment (i.e., hardware, software & systems) and developed an optimized future-state. Identified discrepancies between the states along with opportunities for improvement. Developed strategic recommendations & roadmap to guide Mequon in utilizing industry best practices moving forward.

City of Macedonia, OH – Information Technology Modernization Plan Evaluated “AS-IS” efforts (culture, vision & mission) & technology (e.g., infrastructure, systems, resources, staffing, funding, service delivery) for various critical City departments (i.e., Finance, HR, IT, Service). Identified inherent gaps between “AS-IS” & “TO-BE” states, along with opportunities for improvement, and developed an IT Modernization Plan & Roadmap to guide Macedonia’s IT investment decisions in the next 5 years.

City of Charlottesville, VA – Business Process Mapping, System Advisory & Support Services Analyzed “AS-IS” and developed “TO-BE” business process maps for various critical departments (Neighborhood Development Services, Public Works, Park & Recreation) to improve efficiency.

Assisted the City in requirements definition, RFP development, and system selection & implementation for optimal permitting & asset management solutions.

Knoxville’s Community Development Corporation (KCDC), TN – IT Division Review Services Analyzed the current state of IT programs, processes, systems & staffing through various analyses (e.g., business process analysis, SWOT analysis) to identify deficiencies & threats to KCDC’s organizational efficiency. Developed strategic recommendations for improvement and documented a comprehensive IT Strategic Plan guiding KCDC’s IT investment decisions over the next 5 years.

Union County, NC – IT Infrastructure Evaluation & Staffing Analysis Assessed the current state of IT infrastructure & staffing for approximately 24 departments (e.g., Finance, IT, HR, Procurement), including, but not limited to, IT infrastructure analysis (software & hardware), IT staffing review, and SWOT analysis. Identified opportunities for improvement and documented a comprehensive IT Strategic Plan & Roadmap to guide the City’s decision-making in the next 5-7 years.

City of Maricopa, AZ – Information Technology Modernization Plan Evaluated “As-IS” IT infrastructure, processes, staffing levels & operations for 8 key City departments (e.g., Administrative Services, Finance, HR, Economic Development). Identified inherent gaps & opportunities for improvement and developed an IT Modernization Plan & Roadmap to guide Maricopa’s IT investment decisions over the next 5 years.

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M I K E C A F F R E Y
T e c h n i c a l C o n s u l t a n t
AVEROADVISORS.COM 865.415.3848 [email protected]

PROFILE
Senior IT Consultant with over 22 years' experience solving the puzzles of efficient, secure, and cost-friendly modernization for various public and private sector organizations. Recipient of InterCon 2019's "Top 50 Tech Leaders" award for significant contributions in the technology sector.

EDUCATION
▪ Executive Master of Business
Administration (EMBA)
University of South Dakota
(Vermillion, SD)
▪ Bachelor of Arts, Economics
California State University
(Northridge, CA)

KEY SKILLS
▪ Business Process Management
▪ Business Resiliency
▪ Government Affairs
▪ Marketing & Communications
▪ Staff Development
▪ Strategic Planning
▪ Business Systems Evaluation
▪ Project Management

SELECT CLIENTS
Public Sector:
▪ Blount County, TN
▪ Union County, NC
▪ City of Maricopa, AZ
▪ City of Maryville, TN
▪ City of Alcoa, TN
▪ Knoxville's Community Development
Corporation, TN
▪ Dekalb County, GA
▪ California State University System
▪ American College of Education
Private Sector:
▪ IBM
▪ InfoSystems
▪ Agile Technologies
SELECT

EXPERIENCE
Union County, NC – IT Infrastructure Evaluation & Staffing Analysis Assessed the current state of IT infrastructure & staffing for approximately 24 departments (e.g., Finance, IT, HR, Procurement), including, but not limited to, IT infrastructure analysis (software & hardware), IT staffing review, and SWOT analysis. Identified opportunities for improvement and documented a comprehensive IT Strategic Plan & Roadmap to guide the City's decision-making in the next 5-7 years.

Blount County, TN – IT Modernization Program, Project Management & Support Services Created and implemented a multi-year IT Modernization Strategic Plan to update the County's IT infrastructure (hardware, software, processes & policies). Collaborated with various vital departments (e.g., IT, HR, Finance) to implement modernized business processes & system solutions to improve overall efficiency and service delivery.

Knoxville's Community Development Corporation (KCDC), TN – IT Division Review Services Analyzed the current state of IT programs, processes, systems & staffing through various analyses (e.g., business process analysis, SWOT analysis) to identify deficiencies & threats to KCDC's organizational efficiency. Developed strategic recommendations for improvement and documented a comprehensive IT Strategic Plan guiding KCDC's IT investment decisions over the next 5 years.

City of Maricopa, AZ – Information Technology Modernization Plan Evaluated "As-IS" IT infrastructure, processes, staffing levels & operations for 8 key City departments (e.g., Administrative Services, Finance, HR, Economic Development). Identified inherent gaps & opportunities for improvement and developed an IT Modernization Plan & Roadmap to guide Maricopa's IT investment decisions over the next 5 years.

City of Maryville, TN – Information Technology Strategic Plan Evaluated the "AS-IS" IT environment (i.e., hardware, software & systems) and captured Maryville's vision for IT enhancements. Identified discrepancies between "AS-IS" and "TO-BE" states, along with opportunities for improvement, and developed strategic recommendations & roadmap to guide Maryville in utilizing industry best practices moving forward.

US-Based IT VAR (Private Sector)
Analyzed and coordinated the tools and processes for both Cloud (SaaS Office 365) & existing Managed Services in the US-Based IT VAR. Modified messaging for US markets and translating the UK firm's marketing strategy into one that helped both firms succeed in just a few months of operation.

RFQual No. 21-1
Information Technology Assessment and Improvement Project Page | 33

S A R A H Q U E S E N B E R R Y
B u s i n e s s A n a l y s t
AVEROADVISORS.COM 865.415.3848 [email protected]

PROFILE
Information Technology Consultant with 5 years' experience equipped with proficiency in Computing and Software design. Expertise in research and implementation of practical software to decrease downtime and increase productivity, efficiency, and customer satisfaction.

EDUCATION
▪ Bachelor of Science,
Computer Science
East Tennessee State University
(Johnson City, TN)

KEY SKILLS
▪ Hardware Support
▪ Operating System Support
▪ Operations Support
▪ Data Gathering & Analysis
▪ Requirements Definition
▪ System Evaluation
▪ System Implementation

SELECT CLIENTS
▪ Reno Housing Authority, NV
▪ Santa Clara County Housing
Authority, CA
▪ Blount County, TN
▪ Pittsylvania County, VA
▪ Union County, NC

SELECT EXPERIENCE
City of Mequon, WI – Information Technology Strategic Plan Evaluated the current-state of IT environment (i.e., hardware, software & systems) and developed an optimized future-state vision. Identified discrepancies between the states along with opportunities for improvement. Developed strategic recommendations & roadmap to guide Mequon in utilizing industry best practices moving forward.

Pittsylvania County, VA – IT Assessment
Assessed the current state of the IT environment (i.e., hardware, software & systems) and developed an optimized future-state vision. Developed a current-state IT assessment to include business process inventory, hardware and software inventory, and recommendations for improvement.

Blount County, TN – IT Modernization Program, Project Management & Support Services Managed the redeployment of EDMS (Laserfiche) and develop business processes to streamline workflow and increase efficiency. Provided technical support on the implementation of ERP installation. Managed the migration of animal center data location and software provider. Lead the modernization of computer upgrades County-wide, including new computer recommendations, modifications, and image development.

Successfully encouraged better vendor relations to improve customer satisfaction and decrease downtime.

Santa Clara County Housing Authority, CA – IT Project Management Services Provided IT Project Management services for various concurrent Emphasys Elite related projects. Gathered feedback from SCCHA staff and other public housing authorities regarding the Emphasys Elite hosted solution. Developed a cybersecurity assessment report to document risks and potential threats.

Union County, NC – IT Policies & Procedure Manual Development Assessed the current state of IT infrastructure & staffing and identified industry best practices for each functional area of IT services. Developed a new IT policies & procedures manual, which served as an employee guide to the terms and conditions of IT services and infrastructure.

Page | 1

REFERENCES
City of Montebello
RFQual 21 - 1 Information Technology Assessment and Improvement Project (Please complete and include with your response)
As part of the City’s review for this service, staff may conduct a reference check. Please provide three (3) references the City can contact.

Organization/Agency: The Bouqs Company / Online eCommerce Company Contact Person: John Tabis/CEO
Phone: 312-952-9068
Email [email protected]
Work Performed: Improved Bouqs' entire operation by managing all their resources, contracts, data, and infrastructure.

Streamlined their operation by managing all their data that were scattered insecurely on different platforms into one platform with access rules and backup capabilities. We are an outsourced IT company managing every aspect of their business that has to do with technology. Acting as liaison with their vendors and contractors. Their entire staff of 110+ users rely on us for any IT issues they encounter by contacting us and getting support via our ticketing system.

Contract Value: $100K/Year
Organization/Agency: Accredited Nursing
Contact Person: Steve Arredondo
Phone: 818-986-1234
Email: [email protected]
Work Performed: Setting up multiple servers for different applications to be accessed by various branches. Infrastructure-- Installation of Internet and phone systems. Installation and setup of the backup system and implementation of disaster recovery. Complying with government mandates for HIPAA and other regulatory patients’ information protection.

Implementing policy and procedure for cybersecurity and remote access via VPN. Continuous monitoring and helpdesk support.

Contract Value: $100K/Year
Organization/Agency: Sierra Pacific Constructors (SPC Inc.)/Commercial General Contractor Contact Person: Ken LaSpada/CEO
Phone: 747-888-5000
Email: [email protected]
Work Performed: SPC selected IT21ST to be their outsourced IT company. Upgraded their infrastructure by removing and consolidating old equipment and servers and replacing them with state-of-the-art latest technology. Streamlined their data backup and security and increased their risk level on disaster/recovery to enterprise level solutions. Providing user helpdesk support and monitoring and management of their entire infrastructure.

Contract Value: $50K/Year

Page | 2
Organization/Agency: Phillip Roman and Company / Merger and Acquisition Company Contact Person: John Roman
Phone: 310-963-4284
Email: [email protected]
Work Performed: We were tasked to move the entire infrastructure of Roman to the cloud since they could not function from their local office in downtown Los Angeles due to Covid. Successfully migrated their servers, applications and all their data into Microsoft Cloud, Azure. Utilizing SharePoint and One Drive, they now can access their applications and data from anywhere with any device. Access to the cloud is secured by VPN and specific IP addresses. We are their Outsourced IT company, and they are still under contract with us.

Initial Contract Value: $20K/Year

CITY OF MONTEBELLO

INFORMATION TECHNOLOGY

ASSESSMENT AND IMPROVEMENT

PROJECT

STATEMENT OF QUALIFICATIONS
(SOQ)

DiamondIT - Statement of Qualifications
City of Montebello – Information & Technology Services
Revised 08/24/2021
2 9/9/2021
City of Montebello
Finance Department
Attn: Micah Herd, Senior Management Analyst
1600 W. Beverly Boulevard
Montebello, CA 90640
In response to the Request for Qualifications (RFQ) issued by the City of Montebello, DiamondIT has prepared the following Statement of Qualifications for Information Technology Assessment, Upgrade, and Improvement Project.

This document details DiamondIT’s ability to provide IT services as requested. This Statement of Qualifications is drafted to match the areas identified in the RFQ to enable the City of Montebello staff to easily locate answers to requested questions.

We thank you for the opportunity of providing information about our company and services. Point of contacts for DiamondIT include:
• Matt Mayo CEO
[email protected]
661-833-5600
• Mike Leftwich VP/GM
[email protected]
661-473-7667
Thank You,
Mike Leftwich
Vice President / General Manager
DiamondIT
8701 Swigert Court
Bakersfield, CA 93311
D: 661.473.7667 │ F: 661.833.5608
Email: [email protected]
Web Site: www.diamondit.pro

DiamondIT - Statement of Qualifications
City of Montebello – Information & Technology Services
Revised 08/24/2021
3 2. General Consultant Information
Originally founded in 1997 as a hardware reseller to various local government agencies, DiamondIT re-organized and evolved in 2005 into a provider of network support services in Kern, Fresno, Ventura, Northern Los Angeles, and Santa Barbara Counties. DiamondIT is now the leader amongst IT support providers in the area.

DiamondIT is a Security-Focused Managed Services IT Provider. Our team follows industry best practice standards and utilizes security concentrated policies and procedures to ensure our clients are protected from today’s threats. Our services include Next Generation tools, solutions, and techniques designed to prevent the loss of data, improve end-user productivity, and increase revenue. Our management team includes the most qualified industry Certified Systems Engineers, Certified Network Engineers, and CISSP Certified Engineers. All project engagements are designed to ensure that any and all security concerns are addressed with our clients before implementation and solutioned for specifically.

DiamondIT has provided these services for both public sector and private sector clients for over 15 years and has successfully accommodated their diverse needs and requirements.

Client Demographics
Total number of clients: 103 active clients
Total number of clients in the County of Los Angeles: 07 Total number of public sector clients: 25 active public sector clients Total number of local/state/federal government clients: 11 37% of DiamondIT’s total business is focused on government and school districts.

DiamondIT has a great deal of familiarity with local government and the services they provide to their residents. We support 6 local government clients with 5 law enforcement agencies. These clients vary in size with 200 to 300 users and multiple locations. Their IT needs are very similar to the City of Montebello and include Public Safety, Transit, Public Works, Water, and Wastewater departments.

DiamondIT has a total of 23 full-time employees and 1 part-time employee. Our support team consists of 13 Network System Engineers, Network Administrators, and Support Technicians.

There are 4 Consultant/Account Management team members and 6 administrative support members.

DiamondIT is a Microsoft Gold Partner. We provide services including design, implementation, and support of Microsoft products including Microsoft Windows Server 2019 (and older versions),

DiamondIT - Statement of Qualifications
City of Montebello – Information & Technology Services
Revised 08/24/2021
4 Microsoft Exchange Server 2019 (and older versions), Microsoft SQL Server 2019 (and older versions), Windows 10 Pro Desktop Operating systems (and older version).

DiamondIT has implemented and managed Microsoft Windows Server operating systems and applications for 100’s of clients. Our engineering team is well versed in the designing, implementation, and day to day Support of:
• Microsoft Windows Server (version 2012, 2016 & 2019)
• Microsoft Exchange Server (versions 2010, 2013, 2016, 2019) • Microsoft SQL Server applications (versions 2012, 2013 2014, 2019) Microsoft Azure Cloud-Based Virtual Server infrastructure Microsoft 365 Hosted Exchange Online and Office Applications DiamondIT is also a Microsoft Cloud Solutions Provider (CSP) and specializes in Microsoft Azure Hosted Cloud infrastructure and Microsoft 365 Modern Desktop services. We are experienced with Microsoft’s government complaint GCC platforms that map to DOJ and CJIS requirements for law enforcement agencies.

DiamondIT holds several California Multiple Award Schedules (CMAS) for Dell, HP, Cisco hardware and labor services offering; cost savings, experience, flexibility, choice, and time savings to local and government agencies when making IT hardware, software, and installation purchases.

3. Statement regarding your understanding of the IT upgrade project and ongoing support services required by the City of Montebello
Our management team has conducted an in-depth review of this RFQ. It is our understanding that the City of Montebello hopes to find a small pool of providers with the experience and capabilities necessary to upgrade the City’s IT Infrastructure. It is clearly understood that the City hopes to implement long-term solutions designed to increase system efficiency and continuity.

We are registered on the Planet Bids Portal and we would like our SOQ to demonstrate that we are a well-qualified and an ideal fit consultant to provide the items and services required to assess the City of Montebello's IT infrastructure and to implement upgrades/improvements across the City’s network.

We have knowledge and expertise in IT but are specifically experienced with local city government and law enforcement agencies. All our employees are background checked and most have DOJ and CJIS approval for working with Law Enforcement Agencies.

We look forward to being selected for the shortlist of consultants and participating in a job walk when the City releases its RPF scope. We are well equipped to design and support the IT infrastructure necessary to handle the anticipated growth in population and economic development.

We understand from the RFQ document that the City’s current IT infrastructure needs to be updated for planned growth and many system components are aging, outdated, and/or obsolete.

DiamondIT - Statement of Qualifications
City of Montebello – Information & Technology Services
Revised 08/24/2021
5 We understand that project is focused on network infrastructure, computer hardware, and computer software. We are also capable of assisting the City with plans to address its telecommunications need in the future.

After a review of your IT requirements your DiamondIT team will implement systems using Tier 1 hardware and software, if necessary, that is designed for maximum performance, include HighAvailability, and is cost-effective. Our goal is to incorporate a system that lasts the recommended system lifetime.

4. Statement Regarding Consultant’s Project Management Approach and Practices Our standard process when engaging in projects is to perform a complete evaluation of the current system. We will then consider the best resources available to complete the desired upgrades. Projects are assigned to an engineer and technician who are most familiar with the project type. The project is also assigned to a project coordinator for coordination and an engineer for hands on implementation oversight. The assigned team is responsible for ensuring the seamless execution of materials management, implementation scheduling, client communication, project delivery, and customer satisfaction. New systems are implemented strategically to minimize the negative impact on end-user performance.

DiamondIT's strategic approach is the differentiator that makes us unique. We are always refining our client’s IT posture to meet their organizational priorities and budgetary needs.

DiamondIT’s delivery model is to continuously assess, plan, implement, monitor, and re-assess all aspects of IT support with a strategic thought process.

We also apply the same approach to our internal processes. We are customer-obsessed and always working to refine ourselves and our solutions to improve delivery to our clients. The result of our approach is we minimize client downtime, improve employee productivity, reduce security risks, and saves our clients’ money.

To ensure maximum performance on all network systems, DiamondIT recommends and provides regularly scheduled maintenance on all systems we support.

We have been instrumental in preventing these attacks on both private and public clients.

5. Statement Regarding Previous Work/Experience with Local (or other levels) of Government
DiamondIT has assisted with a large variety of projects and support services for many local government agencies. We have experience with large infrastructure projects including Server hardware, network infrastructure, Voice Over IP phone system deployments.

DiamondIT - Statement of Qualifications
City of Montebello – Information & Technology Services
Revised 08/24/2021
6 .

Our team provides Help Desk and after-hours support 365 days per year. We have on call technicians who answer the call for help at any time of the night.

DiamondIT has assisted in the infrastructure implementation and support with our municipal clients' line of business software and accounting solutions.

DiamondIT has deployed ground-up security systems and storage solutions. DiamondIT has completed multiple projects to refresh and augment original deployments with new and additional cameras and access control systems.

6. Describe your experience with Public Safety Systems/Criminal Justice System DiamondIT has served as the sole IT support team for the following police departments in Kern County.
• Delano Police Department –7 years
• Tehachapi Police Department – 6 years
• Arvin Police Department – 4 years
• Bear Valley Community Services Police Department – 2 years • California City Police Department – 4 months
We work on behalf of these agencies when coordinating service with the Kern County Sherriff’s office for CLETS, CJIS, and related support as needed. DiamondIT has also assisted these agencies with their CLETS applications and questioners as a part of their 3-year CLETS audit cycle.

DiamondIT has worked directly with Kern County Sheriff’s Office resources including department managers Dan Helmuth and Kevin Fisher. We have assisted the Sherriff’s department with project work including database design, network installation, and security projects. We also work closely with KCSO when necessary to troubleshoot CJIS communication issues.

The technicians assigned to support our public safety clients are required to be NCIC certified before they are allowed to provide onsite or remote support. Our technicians are backed up by DiamondIT’s internal help desk which is also manned by NCIC certified technicians.

Our team has supported multiple implementations of Record Information Management (RIM) systems software. We have worked closely with the planning, implementation, and ongoing support, specifically for Sunridge Systems software. We have assisted with the migration of a

DiamondIT - Statement of Qualifications
City of Montebello – Information & Technology Services
Revised 08/24/2021
7 local agency from TrackNET to RIMS. Here are the organizations we currently provide support for on this application:
• Delano Police Department
• Tehachapi Police Department
• Arvin Police Department
• Bear Valley Police Department (former RIMS agency)
We have assisted in the deployment of the Police Mobile Digital Computer (MDC) devices. As a Panasonic reseller, we have assisted in the purchase of the necessary hardware and have been able to negotiate pricing to reduce the capital hardware expense.

Our team assisted in the deployment and integrations of new VESTA 911 system hardware in 2019 for all locations. DiamondIT assisted with the installation, integration, and continuous ongoing support of the VESTA 911 systems for the following municipalities:
• Delano Police Department
• Tehachapi Police Department
• Arvin Police Department

7. Method of evaluating the City’s current IT infrastructure

8. A Statement Regarding Why the Consultant Believes It Should Be Selected DiamondIT is focused on providing the absolute best service to all of our clients. Our securityfirst business practice meets and exceeds the IT needs of our municipal clients. We have developed a support system that ensures timely response and accurate solution recommendations.

We ensure that our clients receive the most effective IT system designed to minimize network downtime and end-user productivity.

If selected DiamondIT will become an extension of the City’s IT team. The City will be assigned an account management team that will meet with the assigned representative(s) of the City to review IT performance and support needs regularly. Your management team will assist with annual budget planning to ensure the City achieves the maximum return on investment of capital expenditures without risking negative performance, or loss of revenue, due to poor or improper resource management.

9. Terminated Agreements/Contracts – NONE

10. Sub-contractors/Sub-consultants – NONE

DiamondIT - Statement of Qualifications
City of Montebello – Information & Technology Services
Revised 08/24/2021
8 11. References
Following are several accounts that we manage and their contact information. They have given the authorization to be contacted as a reference and are willing to discuss their experience with Diamond Technologies.

Organization/Agency: City of Tehachapi
Contact Person: Ashley Whitmore
Phone: _661-822-8800 x 101 Email: [email protected] Work Performed: Full-Service IT Support/Help desk support Contract Value ~$18,000 month
Organization/Agency: City of Arvin CA
Contact Person: Jeff Jones
Phone: 661-854-3134 Email: [email protected]
Work Performed: Full-Service IT Support/Help desk support Contract Value ~$14,000 month
Organization/Agency: City of California City
Contact Person: Anne Ambrose
Phone:_ 760-373-8664 Email: [email protected] Work Performed: Full-Service IT Support/Help desk support Contract Value ~$18,000 month
Organization/Agency: City of Delano
Contact Person: Rosa Rios
Phone: 661-720-2235 Email: [email protected]
Work IT Support and Help Desk support of Delano PD
Contract Value ~$15,000 month

ATTACHMENT E
Evaluation Sheets

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Avero
Category Max Points Points Awarded
Understanding of City’s Requirements 40 25
Experience 25 15
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Limited experience working with public safety agencies. Limited experience with California based agencies.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: _____Avero___________________________
Category Max Points Points Awarded
Understanding of City’s Requirements 40 25
Experience 25 15
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes:________Limited Public Safety and regional experience._______________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21‐1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Blackline
Category  Max Points  Points Awarded
Understanding of City’s Requirements   40  25
Experience  25  15
Project Management/Implementation
Approach
25  15
Reference Checks  10
Notes: No locally based. Public safety experience with agencies located outside of US.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Diamond
Category Max Points Points Awarded
Understanding of City’s Requirements 40 15
Experience 25 15
Project Management/Implementation
Approach
25 10
Reference Checks 10
Notes: Lacks full understanding of City scope and need. _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Diamond IT
Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 15
Project Management/Implementation
Approach
25 10
Reference Checks 10
Notes: Limited understanding of the City’s local requirements.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Diamond
Category Max Points Points Awarded
Understanding of City’s Requirements 40 15
Experience 25 15
Project Management/Implementation
Approach
25 10
Reference Checks 10
Notes: Lacks a clear understanding of local need.
_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Dynamic Systems
Category Max Points Points Awarded
Understanding of City’s Requirements 40 30
Experience 25 20
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Detailed understanding of the City’s requirements. Expressed capability to complete project from assessment to construction phase.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Dynamic
Category Max Points Points Awarded
Understanding of City’s Requirements 40 25
Experience 25 20
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Okay understanding, good experience especially with Project Management. _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: I-Copy/IBE Digital
Category Max Points Points Awarded
Understanding of City’s Requirements 40 35
Experience 25 20
Project Management/Implementation
Approach
25 20
Reference Checks 10 10
Notes: Prior experience with City. Understanding of City’s requirements.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: I Copy Inc
Category Max Points Points Awarded
Understanding of City’s Requirements 40 35
Experience 25 20
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Excellent experience, support and understanding
_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Insight
Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 10
Project Management/Implementation
Approach
25 15
Reference Checks 10
Notes: Consultant did not disclose some of the general information requested; did not respond to some of the questions. For this reason, understanding and experience was difficult to evaluate.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Insight Public Sector, Inc.

Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 15
Project Management/Implementation
Approach
25 15
Reference Checks 10
Notes: Lacks requested details.
_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Intelesys
Category Max Points Points Awarded
Understanding of City’s Requirements 40 30
Experience 25 20
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Consultant expressed sufficient knowledge of the City’s needs. Detailed description of public safety solution experience. Local business.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: IntelesysOne
Category Max Points Points Awarded
Understanding of City’s Requirements 40 30
Experience 25 20
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Full understanding of needs and experienced with like organizations _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Integration Partners
Category Max Points Points Awarded
Understanding of City’s Requirements 40 30
Experience 25 20
Project Management/Implementation
Approach
25 15
Reference Checks 10
Notes: Consultant expressed sufficient knowledge of the City’s needs.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Integration Partners Inc
Category Max Points Points Awarded
Understanding of City’s Requirements 40 25
Experience 25 20
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Supports similar organizations, no experience inside LA County _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: IT21ST
Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 10
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Limited experience with government agencies/public safety.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: IT21st, LLC
Category Max Points Points Awarded
Understanding of City’s Requirements 40 15
Experience 25 10
Project Management/Implementation
Approach
25 15
Reference Checks 10
Notes: Lack of relevant experience
_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: MGO
Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 15
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Consultant expressed a clear understanding of the assessment portion. Not clear if it is understood the City is seeking a consultant for implementation.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: Macias Gini & O’Connell LLP
Category Max Points Points Awarded
Understanding of City’s Requirements 40 15
Experience 25 10
Project Management/Implementation
Approach
25 15
Reference Checks 10
Notes: Lacks understanding of the City’s IT needs
_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: MGT
Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 20
Project Management/Implementation
Approach
25 15
Reference Checks 10
Notes: Consultant expressed a clear understanding of the assessment portion. Not clear if it is understood the City is seeking a consultant for implementation.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: MGT of America Consulting, LLC
Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 15
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Not enough scope of full City’s IT needs
_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: TechnoGen
Category Max Points Points Awarded
Understanding of City’s Requirements 40 20
Experience 25 20
Project Management/Implementation
Approach
25 15
Reference Checks 10
Notes: Consultant expressed a clear understanding of the assessment portion. Not clear if it is understood the City is seeking a consultant for implementation as well.

Reviewer: Micah Herd
Date: _______________________________________

Evaluation Sheet
RFQual 21-1
IT Assessment, Upgrade, and Improvement Project
Consultant Name: TechnoGen Inc
Category Max Points Points Awarded
Understanding of City’s Requirements 40 15
Experience 25 15
Project Management/Implementation
Approach
25 20
Reference Checks 10
Notes: Lacks understanding of City requirements.
_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Reviewer: ___Shawn_____________________
Date: _______________________________________

ITEM # 15

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: Paul Espinosa, Police Chief
SUBJECT: ADOPT RESOLUTION NO. 23-56 APPROVING THE AUTHORIZATION

AND EXECUTION OF THE AGREEMENT TO RECEIVE GRANT FUNDS

FROM THE CALIFORNIA HIGHWAY PATROL THROUGH THE

CANNABIS TAX FUND GRANT PROGRAM
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. Approve the use of grant funding awarded to the Police Department by the California Highway Patrol (CHP) under the Cannabis Tax Fund Grant Program (CTFGP) in the amount of $105,688; and

2. Authorize for the Acting City Manager to execute the contract of grant funds; and

3. Amend the Fiscal Year 2023-24 budget and increase appropriations by $70,688 in Account No. 265-80-832-5010.10 (Grants, Police, CHP Cannabis Tax Fund Grant Program, Overtime [expenditures]), $35,000 in Account No. 265-80-832- 6010.10 (Grants, Police, CHP Cannabis Tax Fund Grant Program, Machinery and Equipment [expenditures]), and $105,688 in Account No. 265-99-4198.86 (Grants, CHP Cannabis Tax Fund Grant Program [revenue]); and

4. Take such additional, related, action that may be desirable.

FISCAL IMPACT:

The City of Montebello is being awarded $105,688 from the CHP Cannabis Tax Fund Grant Program. Although the City must pay upfront costs, authorized expenditures will be reimbursed by the Grant. Reimbursement claims will be submitted as expenses are incurred based on the needs of the Police Department.

The funds are to be distributed to a specific CHP-Grant account which will reflect the following budget (Account No. 265-80-832):

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

1. Personnel Costs-Overtime (5010.10) $70,688

2. Machinery & Equipment (6010.10) $35,000
Due to the timing of the notificationn of grant award, these funds were not included in the proposed Fiscal Year 2023-24 budget. The adoped FY 2023-24 budget must be amended to increase approprations by $105,688 in both expenditure and revenue accounts (265-80-832-5010.10, -6010.10 and 265-99-4198.86).

BACKGROUND/DISCUSSION:

The California Highway Patrol (CHP) works closely with state and local agencies and other traffic safety stakeholders to actively address impaired driving. The CHP considers a variety of factors in determining specific needs for each grant cycle, including opportunities and projects best suited to prevent the loss of life, injuries, and property damage caused by driving under the influence of alcohol and/or drugs.

With the passage of Proposition 64 in 2016, The Control, Regulate, and Tax Adult Use Marijuana Act (AUMU), California voters mandated the state to set aside funding for the CHP to provide grants to local governments and qualified non-profit organizations for the education, prevention, and enforcement of impaired driving laws pursuant to Section 34019 (f)(3)(B) Revenue and Taxation Code (RTC).

ENVIRONMENTAL:

N/A
ANALYSIS:

These law enforcement grants are aimed to provide financial assistance to allied agencies for the education, prevention and the enforcement of laws related to driving under the influence of alcohol and other drugs, including cannabis and cannabis products. The intent of the program is to educate the public regarding the dangers of impaired driving, enforce impaired driving laws on the roadway, and improve the Department’s effectiveness through training and development of new strategies.

The City of Montebello has been approved to receive $105,688 from the CHP Grant Program. Funding will be used by the Montebello Police Department to conduct high visibility traffic enforcement operations and to procure a DUI checkpoint trailer. The CHP requires approval by the City Council of a resolution formally accepting the grant funds. In addition, given the timing of the receipt of these grant funds, the Fiscal Year 2023-24 budget must be amended so the Department is able to utilize them in the new fiscal year.

SUMMARY:

Staff is recommending City Council adopt a resolution authorizing use of the Grant funds

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

as further outlined in the attached grant application and amend the Fiscal Year 2023-24 budget and increase appropriations by $70,688 in Account No. 265-80-832-5010.10 (Grants, Police, CHP Cannabis Tax Fund Grant Program,
Overtime [expenditures]), $35,000 in Account No. 265-80-832-6010.10 (Grants, Police, CHP Cannabis Tax Fund Grant Program, Machinery and Equipment [expenditures]), and $105,688 in Account No. 265-99-4198.86 (Grants, CHP Cannabis Tax Fund Grant Program [revenue]).

ATTACHMENT(S)

1. Attachment A - 2023 RFA Law Enforcement Small and Mid-Size

2. Attachment B - City of Montebello Police Department Application

3. Attachment C - FY23-24 CTFGP Intent to Award City of Montebello PD

4. Attachment D - Resolution No. 23-56 - CHP Grant Award 2023 NEXT STEPS:

N/A

CANNABIS TAX FUND GRANT PROGRAM

REQUEST FOR APPLICATION
Opportunity
Law Enforcement
Eligible Applicants
Small and Mid-Size Law Enforcement Organizations/Agencies Project Performance Period
July 1, 2023 through June 30, 2024

ATTACHMENT A

This Request for Application (RFA) provides specific Grant Opportunity information for the Cannabis Tax Fund Grant Program (CTFGP) 2023/2024 Grant Cycle, including important deadlines and details. To ensure all eligibility requirements are met for successful participation in the CTFGP, please review the California Code of Regulations (Title 13, Division 2, Chapter 13) and other Grant Program information posted on the California Highway Patrol’s (CHP) Web site.

Important Dates
Activity Date
Grant Workshop January 5, 2023
Grant Application Submission Period January 6, 2023 – February 23, 2023 Grant Application Submission Deadline February 23, 2023, 5:00pm Pacific Time Grant Application Review February – May 2023
Award Announcements May – June 2023
Start of Project Performance Period July 1, 2023
A Grant Applicant may only submit one Grant Application per Grant Opportunity and shall only request the amount of grant funds necessary to complete the project within the Project Performance Period.

Grant funds shall be used to implement new activities or augment existing funds, which expand current activities. Grant funds shall not replace (supplant) any federal, state and/or local funds that are appropriated or earmarked for the same purpose and are routine and/or existing state and local expenditures. Supplanting is the deliberate reduction in the amount of federal, state, or local funding appropriated to an existing program or activity because grant funds are awarded for the same purpose. It is the responsibility of the Grant Applicant to ensure supplanting does not occur.

This Grant Opportunity does not require matching funds.

Estimated project costs shall support grant-funded project activities that help address impaired driving and are directly related to the scope of work identified in the Grant Application. To be permissible, project costs must be reasonable, necessary, and expended according to the CTFGP policies, procedures, and regulations. Projects are required to have a realistic and prudent budget that avoids unnecessary expenditures unrelated to the project activities. Final determination of eligibility will be made by the Cannabis Grants Unit (CGU) and approved within the Grant Agreement. Please refer to Annex A for ineligible expenses.

Funding Requirements
Activity Date
Grant Workshop January 5, 2023
Application Submission Period January 6, 2023 – February 23, 2023 Application Filing Deadline February 23, 2023, 5:00pm Pacific Time Application Review February – May 2023
Award Announcements May – June 2023
Start of Project Performance Period July 1, 2023
Funding
Match Requirements
Project Costs

The information below includes the approximate grant funding amount, project requirements, and project cost guidelines.

One Year (July 1, 2023 through June 30, 2024)
Small and Mid-Size Law Enforcement Organizations/Agencies, with the primary function of enforcing traffic laws, which includes responding to calls, making arrests, and issuing citations, pursuant to the California Penal Code, California Vehicle Code, and California Health and Safety Code
Small-Size Law Enforcement Organizations/Agencies: 100 employees or less Mid-Size Law Enforcement Organizations/Agencies: 500 employees or less Available project funding is approximately $13 million, with a $500,000 cap per Grant Application. Grant Applicant must provide strong justification, measurable goals, and an immediate need for all requested budget items as part of the project.

Requested services, equipment, and supplies shall be in direct support of grant-funded project activities. Law Enforcement projects shall include at least one activity and focus on one or more of the following project activities:
• Increase driving under the influence (DUI)/driving under the influence of drugs (DUID) enforcement efforts (ex: DUI Saturation Patrols, DUI Checkpoints) • Drug Evaluation and Classification (DEC) courses (ex: SFST Training, ARIDE Training, DRE Training), and other approved trainings to help increase the knowledge of law enforcement personnel in detecting and removing impaired drivers from the roadway
• General prevention education and community outreach designed to educate the public about the dangers of impaired driving (ex: presentations to high school and/or college students, with a direct focus on Drive High = DUI, Designate a Sober Driver, or another campaign message against impaired driving) If the project includes limited, education-based activities, in conjunction with other enforcement-related activities/efforts, then Law Enforcement Organizations/Agencies should apply for this Law Enforcement Grant Opportunity.

If the project, in its entirety, solely focuses on an innovative, education-based program for local communities, then Law Enforcement Organizations/Agencies should apply for the Education Grant Opportunity.

Project Performance Period
Eligible Applicants
Project Funding
Project Requirements

Personnel: Costs may include compensation for salaries and fringe benefits, such as annual leave and sick leave, for work directly related to the project. Personnel salaries must be consistent with project activities. To be eligible for reimbursement, Personnel Services must occur within the Project Performance Period.

Eligible expenses may include, but are not limited to:
• Hours conducted on project activities above and beyond normal work duties, including DUI Saturation Patrols and DUI Checkpoints
• Attend or instruct approved trainings related to impaired driving • Backfill for staff attending approved trainings
Travel: Costs may include travel associated with approved in-state and out-of-state project-related conferences, seminars, workshops, and trainings. The most economical mode of travel, in terms of direct expenses to the project, must be used.

To be eligible for reimbursement, Travel must occur within the Project Performance Period. Out-of-state travel is only allowed in exceptional situations. For additional information on travel restrictions, please refer to https://oag.ca.gov/ab1887.

Eligible expenses may include, but are not limited to:
• Mileage (based on current State rate) or fuel expenses • Hotel accommodations
• Commercial airline fares
• Parking fees
• Bridge tolls and/or taxi or bus fares
Equipment: Costs may include non-expendable, tangible, personal property having a normal useful life of more than one year, and an acquisition cost of at least $5,000 (ex: four identical assets, which cost $1,250 each, for a total of $5,000, are not considered an equipment purchase). Equipment shall be directly related and necessary to complete grant-funded activities included in the project. Equipment should be purchased at the beginning of the Project Performance Period to ensure it is utilized when completing corresponding project activities. To be eligible for reimbursement, equipment must be purchased and received within the Project Performance Period.

Consultants/Contracts: Costs may include professional services necessary to carry out the project goals and deliverables that are clearly outlined in the Grant Application. A copy of the contract and/or scope of work must be submitted to and approved by the CGU prior to commencement of work. To be eligible for reimbursement, Consultants/Contracts Services must occur within the Project Performance Period.

Eligible Project Cost Categories

Other Direct Costs: Costs may include operational costs. Other Direct Costs shall be directly related and necessary to complete grant-funded activities included in the project. Other Direct Costs should be purchased at the beginning of the Project Performance Period to ensure they are utilized when completing corresponding project activities. To be eligible for reimbursement, Other Direct Costs must be purchased and received within the Project Performance Period.

Eligible expenses may include, but are not limited to:
• Equipment with an acquisition cost under $5,000 (ex: Preliminary Alcohol Screening [PAS] devices)
• Registration Fees for approved conferences
• Educational/outreach materials (ex: brochures, pamphlets) • Social media costs
Additional Information
References:
• Revenue and Taxation Code Section 34019
• California Code of Regulations, Title 13, Division 2, Chapter 13 For additional questions, please contact the Cannabis Grants Unit at (916) 843-4360 or via email at [email protected].

ANNEX A
Ineligible Expenses for
Law Enforcement Grant Opportunity
Items
All Weapons
Consoles, Cages
Entertainment
Facility Rental
Food During Enforcement Efforts (ex: DUI Checkpoint)
Frozen Positions
Full Salary Positions
Gifts
Highway Construction, Maintenance, Design
Land
Law Enforcement Items (Spike Strips, Sirens, Station-Related Software, License Plate Readers)
Liability Insurance
Lobbying Costs
Office Furniture and Fixtures
Overhead Costs (ex: Microsoft Office Software, Cellular Plans, Vehicle Insurance and Maintenance)
Supplanting
SWAT/Armored Vehicles
Traffic Investigation Equipment
Uniforms
Utilities
**The items listed above are provided as examples and do not constitute all ineligible costs**

City of Montebello Police Department
Prepared by City of Montebello- Police Department
for California Highway Patrol (CHP) Law Enforcement: Small and Mid-Size Organizations/Agencies FY 2023/2024 Primary Contact: Vanessa Nava

ATTACHMENT B

Opportunity Details
Opportunity Information
Title
Law Enforcement: Small and Mid-Size Organizations/Agencies FY2023/2024 Description
Law Enforcement grants provide financial assistance to allied agencies for the education, prevention, and the enforcement of laws related to driving under the influence of alcohol and other drugs, including cannabis and cannabis products.

The intent of the program is to educate the public regarding the dangers of impaired driving, enforce impaired driving laws on the roadway, and improve Agency’s effectiveness through training and development of new strategies.

Awarding Agency Name
California Highway Patrol
Agency Contact Name
Cannabis Grants Unit (CGU)
Agency Contact Phone
916-843-4360
Agency Contact Email
[email protected]
Fund Activity Categories
Education, Law, Justice and Legal Services
Departments
Subjects
Opportunity Manager
Cannabis Grants Unit (CGU)
Opportunity Posted Date
1/6/2023
Public Link
https://www.gotomygrants.com/Public/Opportunities/Details/259db833-ebad-4961-9186-e38e7f99b9e6 Is Published
Yes
Funding Information
Funding Sources
State
Funding Source Description
With the passage of Proposition 64 in 2016, The Control, Regulate, and Tax Adult Use Marijuana Act (AUMU), California voters mandated the state to set aside funding for the CHP to provide grants to local governments and qualified non-profit organizations for the education, prevention, and enforcement of impaired driving laws pursuant to Section 34019 (f)(3)(B) Revenue and Taxation Code (RTC).

Funding Restrictions

City of Montebello Police Department
City of Montebello- Police Department

State Agencies/Departments, please refer to Section 34019 (f)(3)(b) RTC and California Code of Regulations, Title 13, Division 2, Chapter 12, for additional information.

Award Information
Award Range
$500,000.00 Ceiling
Award Period
07/01/2023 - 06/30/2024
Award Type
Competitive
Indirect Costs Allowed
No
Matching Requirement
No
Submission Information
Submission Window
01/06/2023 8:00 AM - 02/23/2023 5:00 PM
Submission Timeline Type
One Time
Submission Timeline Additional Information
Grant Applicants are advised to ask submittal questions well before the deadline. The Cannabis Grants Unit (CGU) cannot guarantee an immediate response and the Grant Management System (GMS) will automatically close at 5:00 PM PST. Once a Grant Application is submitted through the GMS, Grant Applicants may not add, edit, or delete any Grant Application information.

Question Submission Information
Question Submission Email Address
[email protected]
Eligibility Information
Eligibility Type
Public
Additional Eligibility Information
Small and Mid-Size Law Enforcement Organizations/Agencies, with the primary function of enforcing traffic laws, which includes responding to calls, making arrests, and issuing citations, pursuant to the California Penal Code, California Vehicle Code, and California Health and Safety Code
Small-Size Law Enforcement Organizations/Agencies: 100 employees or less Mid-Size Law Enforcement Organizations/Agencies: 500 employees or less Additional Information
Additional Information URL
https://www.chp.ca.gov/programs-services/programs/cannabis-tax-fund-grant-program

City of Montebello Police Department
City of Montebello- Police Department

Award Administration Information
State Award Notices
Awards will be announced in May and June 2023.

Administrative and National Policy Requirements
The California Highway Patrol (CHP) adopted regulations within Title 13 of the California Code of Regulations (CCR), Division 2, by adding Chapter 13, which govern the CHP, Cannabis Tax Fund Grant Program.

These regulations outline:
* Grant Provisions
* Grant Project Types
* Specific Grant Application Requirements
* Grant Evaluation Criteria
* Necessary Administrative Procedures for the Program
Regulations can be found at:
https://www.chp.ca.gov/programs-services/programs/cannabis-tax-fund-grant-program/program-regulations Reporting
Quarterly Reporting is required and due within 14 calendar days after the close of each quarter.

Quarter One (Q1): July 1 - September 30
Quarter Two (Q2): October 1 - December 31
Quarter Three (Q3): January 1 - March 31
Quarter Four (Q4): April 1 - June 30
Other Information
Please ensure your Organization/Agency has the capability to electronically sign required documents (ex: Grant Agreement).

City of Montebello Police Department
City of Montebello- Police Department

Project Information
Application Information
Application Name
City of Montebello Police Department
Award Requested
$105,688.00
Total Award Budget
$105,688.00
Primary Contact Information
Name
Vanessa Nava
Email Address
[email protected]
Address
1600 West Beverly Boulevard
Montebello, California 90640
Phone Number
(323) 887-1200

City of Montebello Police Department
City of Montebello- Police Department

Project Description

1. Organization/Agency Representatives
Organization/Agency Section/Unit (subdivision) to administer the Grant Agreement Police Department
Organization/Agency Representative
Please complete the following fields with appropriate Organization/Agency representatives, as applicable.

The Authorized Official is authorized to enter into a Grant Agreement with signing authority.

The Authorized Financial Contact maintains financial records, documentation, and recipient of warrant.

The Administrative Contact is responsible for day-to-day administration.

Note: Information requested is for Grant Application purposes only. Security roles (titles) differ from those within the GMS.

Authorized Official Name (first and last)
Paul Espinosa
Authorized Official Title
Chief of Police
Authorized Official Address (street, city, state, zip code) 1600 West Beverly Boulevard, Montebello, CA, 90640
Official Address to Receive Reimbursement Payment - MUST MATCH FI$CAL FORM (street, city, state, zip code) City of Montebello
1600 West Beverly Boulevard
Montebello, CA 90640
Authorized Official Phone Number (with area code)
3238871200 ext 313
Authorized Official Email Address
[email protected]
Authorized Financial Contact Name (first and last)
Michael Solorza
Authorized Financial Contact Title
Director of Finance
Authorized Financial Contact Phone Number (with area code) 3238871200 ext 412
Authorized Financial Contact Email Address
[email protected]
Administrative Contact Name (first and last)
Vanessa Nava
Administrative Contact Title
Grants and Projects Administrator
Administrative Contact Phone Number (with area code)
3238871200 ext 238

City of Montebello Police Department
City of Montebello- Police Department

Administrative Contact Email Address
[email protected]

City of Montebello Police Department
City of Montebello- Police Department

2. Senate/Assembly/Congressional/County Information
Instructions
To determine the State Senate District(s), State Assembly District(s), and California Congressional District(s), copy and paste the below URL in your browser and search:
https://gis.data.ca.gov/maps/CDEGIS::legislative-districts-in-california2/abouthttps://gis.data.ca.gov/maps/CDEGIS::legislative-districts-in-california-2/about Select one or more State Senate District(s) where the proposed Project activities will occur. To make multiple selections, hold down the Ctrl key and click each one.

State Senate 30
Select one or more State Assembly District(s) where the proposed Project activities will occur. To make multiple selections, hold down the Ctrl key and click each one.

State Assembly 54
Select one or more California Congressional District(s) where the proposed Project activities will occur. To make multiple selections, hold down the Ctrl key and click each one.

California Congressional District 38
Select one or more California counties where the proposed Project activities will occur. To make multiple selections, hold down the Ctrl key and click each one.

Los Angeles
Number of residents (population) that your Organization/Agency serves. 61204

City of Montebello Police Department
City of Montebello- Police Department

3. Statistical Data
Please ensure the responses below are accurate and align with the statistical data provided within the Grant Application.

If a question is not applicable, please input "0" or "N/A".

Number of schools in your jurisdiction:*
Elementary Schools Middle Schools High Schools Colleges/Universities Number of Schools 17 6 4 0
Number of law enforcement personnel within your Organization/Agency. 71 Does your Organization/Agency have specifically designated traffic enforcement personnel who conduct driving under the influence (DUI) enforcement operations?
Yes
No
How often does your Organization/Agency conduct DUI enforcement activities (ex: DUISaturation Patrols, DUI Checkpoints)?*
Weekly Average Monthly Average Yearly Average
Enforcement Activities 1 3 12
How many law enforcement personnel have attended Standard Field Sobriety Test (SFST), Advanced Roadside Impaired Driving Enforcement (ARIDE), and/or Drug Recognition Evaluator (DRE) training?*

SFST ARIDE DRE
Number of Trained Law Enforcement Personnel 20 10 4
How many certified DREs does your Organization/Agency currently have? 0 How many law enforcement personnel are certified SFST and/or DRE Instructors?*

SFST DRE
Number of Certified Instructors 0 0
What in-service training does your Organization/Agency offer related to DUI? None are provided at this time
Is training conducted at your Organization/Agency or at an alternate facility? WithinOrganization/Agency
Alternate Facility
Does your law enforcement personnel participate in training with local city attorneys and/or district attorneys? Yes
No
Grant Funded Equipment
Have Cannabis Tax Fund Grant Program Grant Funds been utilized to purchase equipment (an acquisition cost of at least $5,000)?

City of Montebello Police Department
City of Montebello- Police Department

Yes
No
If yes, list EACH equipment item and fiscal year of the Grant Agreement.

City of Montebello Police Department
City of Montebello- Police Department

4. Project Description
Project Types: Please select project type(s) applicable to your Project.

Law Enforcement Training
Public Education and/or Prevention
Enforcement Efforts
Provide a brief overview/synopsis (a paragraph) of the proposed Project, detailing what activities/items will be used to obtain the desired outcome(s). PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - TYPE INFORMATION IN FIELD.

The City of Montebello Police Department has determined, through the analysis of traffic data, that the awarded funding will have the greatest impact in the community by increasing awareness of safe driving practices and conducting enforcement operations in areas that statistically have been demonstrated to be high occurrences of primary collision factors. The department has initially identified a time period where most traffic crashes have occurred (12:00 pm – 6:00 pm). While focusing the initial traffic enforcement operations during this time period, the department will continue to analyze emerging traffic data and trends. If awarded funding, implementation of all grant activities will be accomplished by deploying personnel at known problematic, data-driven locations. There will also be an effort to conduct several enforcement operations such as DUI checkpoints and DUISaturation Patrols.

City of Montebello Police Department
City of Montebello- Police Department

5. Problem Statement & Proposed Solution
First, clearly identify the problem/need (Problem Statement) in your local community that will be addressed by the Project.

Then, clearly identify the Proposed Solution to address the problem/need. If applicable, provide recent and high-level statistical data that directly supports the problem/need in your local community. PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - EITHER TYPE INFORMATION IN FIELD OR ATTACH DOCUMENT.

The City of Montebello is a bustling and charming community located in Los Angeles County. Traffic volume is heavy throughout the city for several reasons. Montebello covers an area of approximately 8.25 miles and is bordered on the south by the Santa Ana Freeway (I-5) and on the north by the Pomona Freeway (SR-60). Several other freeways are nearby and easily accessible from the area including the Long Beach Freeway 710 and SanGabriel Freeway 605.

Montebello is often referred to as a gateway city, with proximity to downtown Los Angeles and its shared borders with several cities including Monterey Park, Pico Rivera, Rosemead, Commerce, and East Los Angeles. The city is primarily residential; however, there is strong growth of commercial property and businesses. Montebello is home to a large shopping mall with heavy traffic that substantially increases during the holiday season. Additionally, there are five private schools, thirty-three schools in the Montebello Unified School District, and several universities in the surrounding area.

Montebello is in one of the busiest counties in the country, it is bordered by heavily traveled freeways and is an area by which numerous commuters travel, shop, and reside on a daily basis. All these factors contribute to several traffic problems that the department hopes to mitigate.

The City of Montebello is fortunate to have an active community that is very aware and concerned of traffic trends. Social media has played a large role in creating this open and fluid communication. Through additional data analysis the Police Department has observed a trend emerge over the past few quarters, this new trend is being referred to as the “afterhours” trend. The noted crashes tend to be concentrated around the hours of after-school and after-work commutes. The data demonstrates that between the hours of 12:00 pm- 6:00 pm; 35%-45% of the crashes occurred in 2022.

Concerning data also showed that in 2022, all 4 of the fatal crashes occurred during those daytime hours.

Having identified a noticeable trend in the hours of the crashes, it is that much more concerning that our alcohol involved crashes have also increased (18 injured in 2021 and 23 in 2022 including one fatality). Additionally, our Office of Traffic Safety Crash Rankings also showed our DUI arrests ranking increase from 34 in 2019 to 31 in 2020. This year the department will focus on expanding our social media campaigns to deter impaired driving. It is very apparent that our efforts are more necessary than ever before.

The City of Montebello Police Department is committed to conducting data-driven enforcement. This ensures that the most concerning issue is addressed first. The department is and has committed to reaching out to all types of groups in the community this includes various age groups (elderly and teen drivers), alternate travelers (bicyclists, pedestrians, and bus riders), and participating in different community events to reach the widest audience possible. These practices ensure that our efforts are communicated effectively to the community.

These efforts not only ensure that our grant activities are conducted to the highest of standards, but that we continue to propel our department mission in all aspects of our work: The mission of the Montebello Police Department is to provide effective and professional police services of the highest quality, in partnership with the citizens we serve, encouraging mutual respect and innovative problem solving, thereby improving the quality of life in our community.

Statistical Data/Report(s)

City of Montebello Police Department
City of Montebello- Police Department

6. Performance Measures/Scope of Work
Using what you provided in the Project Description, detail the activities/items below which will serve as your goals and objectives for the Project. For each, include estimated timelines (ex: monthly, quarterly), quantitative measurements (ex:
reduction of DUI/DUID by %), and justification detailing how it will enhance/support the Project. NOTE: The Performance Measures/Scope of Work must be consistent with the Project Description and Budget. PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - TYPE INFORMATION IN FIELD.

The City of Montebello Police Department is proposing to conduct the following enforcement operations:
4 DUI Checkpoints/ 1 per quarter
8 DUI Saturation Patrols/ 2 per quarter
The Department will perform activities during dates and times that have historically demonstrated a high occurrence of crashes and arrests.

The listed activities are intended to increase the visibility of our officers to deter the unwanted and unsafe behavior of driving while under the influence. The goal of this program is to reduce the number of crashes and arrests to zero. The program will monitor all activities to measure arrests and contacts being made.

City of Montebello Police Department
City of Montebello- Police Department

7. Project Performance Evaluation
Provide the method of evaluation to show Project effectiveness and positive impact(s) on the community. These strategies shall include captured quantitative/qualitative data and a communication plan to share Project results with both internal and external stakeholders. PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - TYPE INFORMATION IN FIELD.

The Department will present the grant project to the City Council at the beginning at conclusion of the performance period. Additionally, the Department will post grant activities on our social media platforms.

The project will track data points for each activity as listed below:

DUI Check Point
Number of vehicles through checkpoints
Number of drivers contacted at checkpoints
Vehicles through checkpoint
Drivers Contacted
Field Sobriety Tests Administered
DUI Arrests (Alcohol Only)
DUI Drug Arrests (Drug Only)
DUI Arrests (Alcohol/Drug Combination)
Drug Arrests
Criminal Arrests (Felony In Custody)
Recovered Stolen Vehicles
Suspended/Revoked Driver’s License
DUI Saturation Patrol
Vehicle Stops or Contacts
Field Sobriety Tests Administered
DUI Arrests (Alcohol Only)
DUI Drug Arrests (Drug Only)
DUI Arrests (Alcohol/Drug Combination)
Drug Arrests
Criminal Arrests (Felony In Custody)
Recovered Stolen Vehicles
Suspended/Revoked Driver’s License

City of Montebello Police Department
City of Montebello- Police Department

8. Program Sustainability
Describe the plan for reducing reliance on future grant funding. Include a summary and timeframe to continue efforts when grant funds are either not available or significantly reduced. PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - TYPE INFORMATION IN FIELD.

This program has full administrative support, and every effort will be made to continue the grant activities after grant conclusion.

The Traffic Unit is currently staffed by Officers that have several years’ experiences in their current assignment, have attended numerous traffic courses, and participated in OTS operations. The Chief of Police, with the support of the City’s Administration, has made it a priority to ensure that the Traffic Unit will continue to expand, that equipment will be maintained properly, and training standards will be exceeded.

The continuous traffic issues arising in the city make it apparent that the unit is not only necessary but demanded by the community. The department administration is committed to prioritizing traffic enforcement operations and will work on expanding the unit as soon as staffing levels allow.

City of Montebello Police Department
City of Montebello- Police Department

9. Administrative Support
Describe the administrative support, including the Organization/Agency’s grant experience, personnel, and physical resources needed to successfully implement the Project. PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - TYPE INFORMATION IN FIELD.

The Montebello Police Department has the skills and experience to manage the proposed grant activities; the current staff at the City of Montebello Police Department has worked on similar Grants for several years.

The proposal reflects targeted enforcement that is data-driven and that the department can handle given our current staffing status. The Lieutenant and Sergeant in charge of the Traffic Unit have attended and are certified in all relevant courses related to the operations of the unit. The department's Grant Administrator has managed funds for several fiscal years and has attended other relevant training as well as Traffic-related conferences.

As the department focuses on addressing these concerns, the department will continue to analyze crash data to determine specific areas/locations of higher crash occurrence. The department has been able to hire a new full-time crime analyst. This position will allow further review and observation of data trends.

The department also works closely with the City of Montebello’s Finance Department and has an individual accountant assigned to the grant. This ensures that all City and federal fiscal guidelines are observed along with any state and federal procurement procedures/policies and reporting guidelines.

City of Montebello Police Department
City of Montebello- Police Department

10. Other Grant Programs
Impaired Driving Enforcement Funding
Has your Organization/Agency previously received grant funding for impaired driving enforcement? Yes
No
If yes, detail the outcome. PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - TYPE INFORMATION IN FIELD.

The current staff at the City of Montebello Police Department has worked onOffice of Traffic Safety – Selective Traffic Enforcement Program Grants for several years.

Proposals to Other Grant Programs
Has or will your Organization/Agency submit a proposal to another grant program for this Project (ex: funds for the same components as this Project, or for similar/related components that will be completed during the same time period as this Project)?
Yes
No
If yes, identify the granting Organization/Agency(s), grant program name(s), proposal title, date submitted (or to be submitted), and relationship between the proposals. In addition, clearly distinguish which tasks would be funded by CGU and which tasks would be funded by other Organizations/Agencies. PLEASE DO NOT COPYAND PASTE TABLES IN FIELD - TYPE INFORMATION IN FIELD.

The Department did submit an application in January 2023 for a similar project to be funded from the Office of Traffic Safety – Selective Traffic Enforcement Program. Both applications support the similar objective to increase officer visibility in the community to reduce and deter the unwanted behavior of driving under the influence and other unsafe driving practices that lead to crashes.

City of Montebello Police Department
City of Montebello- Police Department

11. Terms and Conditions
By submitting your Grant Application, you agree to the following Terms and Conditions:

I certify, under penalty of perjury, that the information I entered in this Grant Application is true and complete to the best of my knowledge. I further understand that any false, incomplete, or incorrect statements may result in my disqualification from the grant process or dismissal from receiving grants funded by the California Highway Patrol (CHP), Cannabis Tax Fund Grant Program. I authorize the California Highway Patrol, Cannabis Grants Unit (CGU), to investigate referenced documents or other documents submitted to the program to check the accuracy of the information provided.

I agree with the Request for Application, the above Terms and Conditions, and the California Code of Regulations, Title 13, Division 2, Chapter 13, Sections 1890.00 through 1890.27.

IAgree
When using the GMS (AmpliFund), I authorize the state to take my requested action by an electronic means and authorize the state to accept the combination of my User ID and password in lieu of my written signature.

IAgree
My password is unique to me and is to remain confidential. Iwill not allow other individuals to use my User ID and password to access the GMS (AmpliFund).

IAgree
It is my responsibility to maintain the confidentiality of GMS (AmpliFund) information.

IAgree
Once I submit the Grant Application, I am unable to add, edit, or delete anyGrant Application information.

IAgree
Confidentiality Notice: All documents submitted as a part of the Cannabis Tax Fund Grant Program Grant Application are public documents and may be subject to a request pursuant to the California Public Records Act. The CHP, CGU, cannot ensure the confidentiality of any information submitted in or with this Grant Application (Gov. Code, § 6250 et seq.).

IAgree
Generated Income Disclaimer: There will be no program income generated from this grant. Nothing in this Grant Agreement shall be interpreted as a requirement, formal or informal, that a particular law enforcement officer issue a specified or predetermined number of citations in pursuance of the goals and objectives. Although special emphasis will be placed upon violations specific to this Grant Agreement, appropriate enforcement action will be taken for all observed violations.

IAgree
Financial Information Systemfor California Government Agency Taxpayer ID (FI$Cal Form) A FI$Cal Form is required for reimbursement. If the Grant Applicant does not have a completed FI$Cal Form at final Grant Application submission time, the Grant Applicant may submit the completed FI$Cal Form via email to CGU prior to execution of the Grant Agreement. NOTE: The “Remit-To Address" on the FI$Cal Form MUST match the “Official Address to Receive Reimbursement Payment” you entered in Form #1. Organization/Agency Representative. This address shall be the official address on file with FI$Cal and the State Controller’s Office (SCO) to receive warrants (Reimbursement Request Payments). Forms are located on the Cannabis Tax Fund Grant Program's web site at https://www.chp.ca.gov/programs-services/programs/cannabis-tax-fund-grant-program.

IAgree
FI$Cal Form
City Council or County Resolution
A county, city, district, or other public body shall provide a copy of a resolution, order, motion, or ordinance of local governing body, which by law has the authority to enter into an agreement authorizing execution of a Grant Agreement. If the Grant Applicant does not have a signed resolution at final Grant Application submission time, the Grant Applicant may submit a signed resolution via email to CGU prior to execution of the Grant Agreement. NOTE: The resolution MUST explicitly state the Organization/Agency has delegated authority to enter into a Grant Agreement for the requested amount.

IAgree

City of Montebello Police Department
City of Montebello- Police Department

Resolution

City of Montebello Police Department
City of Montebello- Police Department

Budget
Proposed Budget Summary
Expense Budget
Grant Funded Total Budgeted
Personnel
DUICheckpoint $50,464.00 $50,464.00
DUISaturation Patrols $20,224.00 $20,224.00
Subtotal $70,688.00 $70,688.00
Equipment
DUICheckpoint Trailer $35,000.00 $35,000.00
Subtotal $35,000.00 $35,000.00
Total Proposed Cost $105,688.00 $105,688.00
Revenue Budget
Grant Funded Total Budgeted
Grant Funding
Award Requested $105,688.00 $105,688.00
Subtotal $105,688.00 $105,688.00
Total Proposed Revenue $105,688.00 $105,688.00
Proposed Budget Detail
See attached spreadsheet.

Proposed Budget Narrative
Personnel
Costs may include compensation for salaries and fringe benefits, such as annual leave and sick leave, for work directly related to the Project. Personnel salaries must be consistent with Project activities. To be eligible for reimbursement, Personnel Services must occur within the Project Performance Period. Please note, full salary positions are not allowed. Please itemize separate Budget Line Items by activity (ex: one Budget Line Item for DUI Saturation Patrol; one Budget Line Item for DUICheckpoint). Please include salary and benefits, combined/rolledup, in the same Budget Line Item for each activity. For EACH Budget Line Item, the narrative shall include the below:
* Number of Times Activity Will Occur (ex: 4 DUICheckpoints; 1 per Quarter) * Classification(s) Working Activity (ex:
10 Officers and 1 Sergeant per DUICheckpoint) * Number of Hours for Each Classification Working Activity (ex:

Officers - 6 hours; Sergeant - 6 hours) * Rate of Pay for Each Classification Working Activity [notate regular or overtime pay] (ex: Officer - OT $60/hour; Sergeant - OT $80/hour) * Total (ex: Officer - 6 hrs X $60 X 4 X 10 = $14,400; Sergeant - 6 hrs X $80 X 4 X 1 = $1,920; TOTAL = $16,320)

City of Montebello Police Department
City of Montebello- Police Department

DUI Saturation Patrols
8 DUISaturation Patrols; 2 per quarter
DUI Checkpoint
4 DUICheckpoints; 1 per Quarter

City of Montebello Police Department
City of Montebello- Police Department

State of California -- Transportation Agency GAVIN NEWSOM, Governor

DEPARTMENT OF CALIFORNIA HIGHWAY PATROL
Safety, Service, and Security An Internationally Accredited Agency 601 North 7th Street
Sacramento, CA 95811
(916) 843-3330
(800) 735-2929 (TT/TDD)
(800) 735-2922 (Voice)
June 7, 2023
File No.: 060.15426.14597.066.2023.06004
Vanessa Nava
City of Montebello Police Department
1600 West Beverly Boulevard
Montebello, CA 90640
Dear Ms. Nava:

On behalf of the California Highway Patrol (CHP), it is my pleasure to inform you, the City of Montebello Police Department, is conditionally approved for Cannabis Tax Fund Grant Program (CTFGP) funding in the amount of $105,688.00. The purpose of this grant funding is to help your agency reduce and mitigate the impacts of impaired driving in your community.

The official Grant Agreement for signature is forthcoming. In order to execute your Grant Agreement, please provide documentation from a local governing body, authorizing your organization to receive this grant funding, to the Cannabis Grants Unit, by email at [email protected], as soon as possible.

Refer to California Code of Regulations Title 13, Division 2, Chapter 13, Section 1890.13(g) for additional information.

The CHP looks forward to partnering with you and your agency on this project in an effort to make California’s roadways a safer place to travel. If you have any questions, please feel free to contact the Cannabis Grants Unit at (916) 843-4360.

Sincerely,
K. M. DAVIS, Chief
Enforcement and Planning Division

ATTACHMENT C

ATTACHMENT D
RESOLUTION NO. 23-56

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MONTEBELLO, CALIFORNIA, APPROVING THE AUTHORIZATION

AND EXECUTION OF THE AGREEMENT TO RECEIVE GRANT FUNDS

FROM THE CALIFORNIA HIGHWAY PATROL THROUGH THE

CANNABIS TAX FUND GRANT PROGRAM

RECITALS
WHEREAS, the passage of Proposition 64, the Control, Regulate, and Tax Adult Use of Marijuana Act (AUMA), California voters mandated the state set aside funding for the California Highway Patrol (CHP) to award grants to local governments and qualified nonprofit organizations, as described in Revenue and Taxation Code Section 34019(f)(3)(B); and
WHEREAS, the Cannabis Tax Fund Grant Program (CTFGP) marks an important step toward reducing impaired driving crashes, increasing public awareness surrounding the dangers of impaired driving, and making California’s roadways a safer place to travel; and
WHEREAS, the City of Montebello (the “City”) has applied and been awarded CHP funds from the CTFGP; and
WHEREAS, the grant application procedures require an Applicant’s governing body to authorize its approval for acceptance of the funds.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF MONTEBELLO HEREBY RESOLVES, FINDS, AND DECLARES AS FOLLOWS:

SECTION 1. AUTHORITY, Acting City Manager, Arlene Salazar and/or her designee, is hereby authorized on behalf of the City Council to execute the CHP grant program agreement under CTFGP, in a final form approved by the City Attorney’s Office, and finalize any other document reasonably-related to the funding contemplated herein, including any amendments thereof.

SECTION 2. ASSURANCES. CHP- CTFGP funds hereunder shall not be used to supplant expenditures controlled by this body.

SECTION 3. GRANT AGREEMENT. The City of Montebello agrees to abide by the terms and conditions of the CHP- CTFGP agreement.

SECTION 4. EFFECTIVE DATE. This Resolution shall take effect immediately upon its adoption by the City Council and the City Clerk shall certify to the passage and adoption of this resolution.

RESOLUTION NO. 23-56

APPROVED AND ADOPTED THIS 28TH DAY OF JUNE 2023.
_______________________________
David N. Torres, Mayor
ATTEST: APPROVED AS TO FORM:

________________________________ ________________________________ Christopher Jimenez, City Clerk Arnold M. Alvarez-Glasman, City Attorney

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF MONTEBELLO )
I, Christopher Jimenez, City Clerk of the City of Montebello, County of Los Angeles, State of California, hereby certify that the foregoing Resolution No. 23-56 was passed and adopted by the City Council of the City of Montebello, signed by the Mayor and attested by the City Clerk at a regular meeting of said Council held on the 28th day of June 2023 and that said Resolution was adopted by the following vote, to-wit:

AYES:

NOES:

ABSTAIN:

ABSENT:

The undersigned, City Clerk of the City of Montebello, does hereby attest and certify that the foregoing Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said City which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.

DATE:

Christopher Jimenez, City Clerk

ITEM # 16

CITY OF MONTEBELLO

CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: Arlene Salazar, Acting City Manager

BY: Paul Espinosa, Police Chief
SUBJECT: ANNUAL REPORTING OF MILITARY USE EQUIPMENT
DATE: June 28, 2023
RECOMMENDATION(S):

It is recommended that the City Council:

1. Renew Ordinance No. 2453, which established a Military Equipment Use Policy in compliance with Assembly Bill 481 ("AB 481"); and

2. Take such additional, related action that may be desirable.

FISCAL IMPACT:

There is no fiscal impact relating to the recommended actions.

BACKGROUND/DISCUSSION:

On June 22, 2022, the Montebello Police Department ("MPD") presented a Military Equipment Use Policy to the City Council for approval and direction to bring back an Ordinance to adopt the Policy. Pursuant to the City Council's approval and direction, the MPD proposed the attached Ordinance No. 2453 (Attachment "A") to adopt and establish the approved Military Equipment Use Policy (Attachment "B").

Assembly Bill 481 codified in Government Code sections 7070 through 7075, requires a law enforcement agency ("LEA") to obtain approval from the applicable governing body, via adoption of a Military Equipment Use Policy (the "Policy") by Ordinance prior to the LEA funding, acquiring, or using military equipment. In accordance with the requirements of AB 481, the policy was made available to the public on the MPD website on May 27, 2022.
"Military equipment" as defined under AB 481 includes, but is not limited to, unmanned

CITY COUNCIL AGENDA REPORT - MEETING OF JUNE 28, 2023

aerial or ground vehicles, armored vehicles, command and control vehicles, pepper balls, less lethal shotguns, less lethal 40mm projectile launchers, long range acoustic devices, and flashbangs. Notwithstanding the definition stated above, "military equipment" does not include general equipment not designated as prohibited or controlled by the federal Defense Logistics Agency, per Government Code section 7070(c)(16).

ENVIRONMENTAL:

N/A
ANALYSIS:

The MPD does not currently have any military equipment under the definition of AB 481, and therefore has no equipment to report. Staff recommend the renewal of Ordinance No. 2453.

SUMMARY:

Staff recommends that the City Council renew Ordinance No. 2453 in compliance with Assembly Bill 481 ("AB 481").

ATTACHMENT(S)

1. Attachment A - Ordinance No. 2453 - AB 481

2. Attachment B- MPD Policy 707- Military Equipment
NEXT STEPS:

N/A

ATTACHMENT A

Policy
707
Montebello Police Department
Montebello PD Policy Manual
Copyright Lexipol, LLC 2023/06/12, All Rights Reserved.

Published with permission by Montebello Police Department Military Equipment - 1
Military Equipment
707.1 PURPOSE AND SCOPE
The purpose of this policy is to provide guidelines for the approval, acquisition, and reporting requirements of military equipment (Government Code § 7070; Government Code § 7071; Government Code § 7072).
707.1.1 DEFINITIONS
Definitions related to this policy include (Government Code § 7070):

Governing body – The elected or appointed body that oversees the [Department/Office].

Military equipment – Includes but is not limited to the following:
• Unmanned, remotely piloted, powered aerial or ground vehicles. • Mine-resistant ambush-protected (MRAP) vehicles or armored personnel carriers. • High mobility multipurpose wheeled vehicles (HMMWV), two-and-one-half-ton trucks, five-ton trucks, or wheeled vehicles that have a breaching or entry apparatus attached. • Tracked armored vehicles that provide ballistic protection to their occupants. • Command and control vehicles that are either built or modified to facilitate the operational control and direction of public safety units. • Weaponized aircraft, vessels, or vehicles of any kind. • Battering rams, slugs, and breaching apparatuses that are explosive in nature. This does not include a handheld, one-person ram.
• Firearms and ammunition of_.50 caliber or greater, excluding standard-issue shotguns and standard-issue shotgun ammunition.
• Specialized firearms and ammunition of less than_.50 caliber, including firearms and accessories identified as assault weapons in Penal Code § 30510 and Penal Code § 30515, with the exception of standard-issue firearms.
• Any firearm or firearm accessory that is designed to launch explosive projectiles. • Noise-flash diversionary devices and explosive breaching tools. • Munitions containing tear gas or OC, excluding standard, service-issued handheld pepper spray.
• TASER® Shockwave, microwave weapons, water cannons, and long-range acoustic devices (LRADs).
• Kinetic energy weapons and munitions.
• Any other equipment as determined by a governing body or a state agency to require additional oversight.

ATTACHMENT B