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Consideration of Amendment to Consulting Services Agreement with ClientFirst Technology Consulting with Revised Exhibits A & B in an Amount Not to Exceed $294,160

Piedmont City Council
June 17, 2024

Document
Consideration of Amendment to Consulting Services Agreement with ClientFirst Technology Consulting with Revised Exhibits A & B in an Amount Not to Exceed $294,160
Meeting
June 17, 2024
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Piedmont City Council
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City of Piedmont

COUNCIL AGENDA REPORT
DATE: June 17, 2024
TO: Mayor and Councilmembers
FROM: Rosanna Bayon Moore, City Administrator
SUBJECT: Consideration of Amendment to Consulting Services Agreement with ClientFirst Technology Consulting with Revised Exhibits A & B in an Amount Not to Exceed $294,160

RECOMMENDATION
Authorize an amendment to the attached consulting services agreement with ClientFirst Technology Consulting for ongoing delivery of strategic IT services in an amount not to exceed $294,160 with revised Exhibits A & B and authorize the City Administrator to execute a contract amendment as described.

DISCUSSION
With offices around the country, ClientFirst Technology Consulting has a track record of working with small and medium sized cities in several states, including many in California. The firm has extensive expertise in both strategic planning and operation of governmental information technology systems. In the Bay Area the Cities of Albany, Newark, San Pablo, Hillsborough, Larkspur, San Leandro and Woodside are counted among their clients.

Since 2015, ClientFirst has provided the City of Piedmont with technical assistance and advice on information technology strategy and management. ClientFirst authored the City of Piedmont’s Information Technology Strategic Plan and has provided IT guidance to subsequent City policies, programs and projects. ClientFirst continues to play a pivotal role in advancing City priorities by identifying IT best practices, performing IT project management (including procurement and vendor coordination), supporting IT strategy development and facilitating management communication.

The City is in the process of modernizing efforts that improve public access, organizational efficiency and the quality of services delivered. Accomplishing these objectives requires ongoing strategic IT support. A number of identified activities are associated with the recommended authorization, including but not limited to enterprise asset management (EAM), online permitting and licensing, timekeeping, Police Department technology regulatory compliance, dispatch services, Mutual Aid Boundary mapping updates, telecommunications assistance to inventory and move to fiber based phone lines, and GIS.

The proposed amendment will specifically address the scope of work identified for the upcoming fiscal year, ensure that the 2023-24 hourly rate schedule is observed, outline the estimated budget by project area and establish the not to exceed fee of $294,160.

FISCAL IMPACT
$294,160 FY 24-25 Administration, Information Services, IT Consulting Budget

ATTACHMENTS
A: Statement of Qualifications
B: Consulting Services Agreement
C: Revised Exhibits A & B
Agenda Report Page 2
Optimal Technology Guidance
Statement of Qualifications for
Innovation and
Technology Services
June 7, 2024
Client Locations
Coast-to-Coast
Practice Locations
Illinois
North Carolina
Texas
California
800.806.3080
www.clientfirstcg.com
Attachment A Agenda Report Page 3

OPTIMAL TECHNOLOGY GUIDANCE
Illinois • California • North Carolina • Texas • 800.806.3080 • Fax 888.478.0495 2 | 44
June 7, 2024
Ms. Rosanna Bayon Moore
City Administrator
City of Piedmont
120 Vista Avenue
Piedmont, CA 94611
RE: Statement of Qualifications for Innovation and Technology Services Dear Ms. Bayon Moore:

ClientFirst appreciates the opportunity to present the City of Piedmont with our statement of qualifications to provide Innovation and Technology Services. Our consultants have decades of experience providing IT Infrastructure, enterprise system assessments, process reviews, procurement management, and implementation project management oversight to municipalities throughout the United States. Key qualifications include:

Local Government ONLY Focus – ClientFirst Technology Consulting specializes in helping local government agencies evaluate solutions that best fit their agency’s specific business process requirements, foster buy-in and consensus across the organization, and provide the best value proposition.

True Independence – ClientFirst is completely independent and unbiased in its analysis and recommendations. We do NOT resell software or employ third-party implementers, trainers, or programmers for software solutions.

Expertise and Experience – ClientFirst has worked with hundreds of cities and counties. The proposed project team has a track record of successful local government software assessments, evaluations, and implementations throughout the United States.

Our clients say we excel in these areas:
• Following best practices
• Customizing the business process
review and new system feature/function
requirements for each specific agency
• Building consensus throughout the
organization
• Educating staff and transferring
knowledge
• Effectively supporting change
management and buy-in at all levels
• Improving implementation readiness
and reducing risk
• Helping gain management and support
of elected officials through education
and business-case development
Why ClientFirst is the Best Choice
• We pride ourselves on our ability to listen and communicate, affecting positive change at all personnel levels, including elected officials.
• We truly put our client’s needs first. You are not just another project to us. • Our partners are hands-on and do not just provide high-level oversight or project management assistance.
• We customize our deliverables to meet the unique requirements of each client. No cookiecutter or boilerplate processes or deliverables.

Attachment A Agenda Report Page 4
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• We not only follow best practices but also educate staff at all levels on best practices in a manner that helps them understand the relevance to their organization and their role within the project.
• We seek to partner with our clients as integrated subject-matter experts and advisors. • We work to help digitally transform your organization, transfer knowledge, manage change, and ingrain best practices into your processes and implementation.

For any questions, feel free to contact me at 951.739.7989 or via email at [email protected] for additional information. We look forward to the opportunity of serving the City of Piedmont as one of our many satisfied clients.

Sincerely,
Tom Jakobsen David W. Krout, CPA (inactive)
Partner Partner
IT Support and Infrastructure Consulting Practice Leader Management Consulting Practice Leader Attachment A Agenda Report Page 5
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Table of Contents
EXECUTIVE SUMMARY...................................................................5 Why ClientFirst is the Best Choice.......................................................................... 6 BACKGROUND AND CERTIFICATIONS..............................................7 Government Technology ........................................................................................ 8 Local Presence and Practice Locations.................................................................. 8 Business Management Approach........................................................................... 8 Practical Recommendations ................................................................................... 8 True Independence................................................................................................. 8 National Recognition............................................................................................... 8 Industry Recognition............................................................................................... 9 Diversified Experience.......................................................................................... 10 Integrated Technology Solutions Groups.............................................................. 10 Integrated Technology Services ........................................................................... 11 Areas of Expertise ................................................................................................ 12 Consultants’ Collective Experience....................................................................... 13 Technical Certifications......................................................................................... 14 PROJECT TEAM ..........................................................................15 Proposed Personnel ............................................................................................. 16 APPENDIX A: PRACTICE AREA HIGHLIGHTS .................................35 IT Infrastructure Consulting .................................................................................. 35 Project Management Services.............................................................................. 36 Telecommunications and Unified Communications Consulting ............................ 37 Geographic Information System (GIS) Master Planning ....................................... 38 Fiber-Optic Cabling............................................................................................... 39 Enterprise Applications Consulting ....................................................................... 40 APPENDIX B: GOVERNMENT AGENCY CASE STUDIES ...................42 Attachment A Agenda Report Page 6
Executive Summary
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ClientFirst is well-equipped to assist the City of
Piedmont in this endeavor. An overview of the
project—including key differentiators that set our
services apart—is outlined in this Executive
Summary.

Executive Summary
Thank you for your over-the-top customer
service.
—Chief Information Officer
IL School District
Thank you for all your help over these last
few months - I couldn't be more pleased!
—Administrative Services Director
CA Municipality
Attachment A Agenda Report Page 7
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Why ClientFirst is the Best Choice
Experience with Municipalities – Our Team's experience in working with municipalities in Illinois and across the country has provided our staff with the subject-matter expertise to quickly understand operation demands and opportunities and then equate them to beneficial IT recommendations and improvement.

Locally Based – Our Illinois-based operations can react quickly to on-site project demands without the need for travel from remote areas. We have staff working nearby nearly every day.

Independence – We do not resell any hardware or software and, therefore, always have our clients’ best interests in mind. We recommend products that are cost-effective, easy to support, and in use every day across our client base. We recommend products that work.

Stable, Strong, and Growing – We are a financially stable and profitable firm that has been serving local governments for over 17 years. We continue growing in both the addition of personnel as well as the expansion of new office locations.

Quality of Experience of Our Consultants – Our management team for this project is made up of four consultants with a collective experience of over 100 years in IT consulting. The leaders and founders of our company come from IT consulting and management experience at a Top-Five national accounting and consulting firm.

IT Assessment and IT Master Plan Experience – Our consultants have years of experience in delivering IT Assessments and IT Master Plans focused on local governments, including cities, counties, libraries, and local/regional districts.

Use of Best Practices – ClientFirst utilizes PMI, ITIL, COBIT, and EAP concepts, along with our own experience and best practices, as building blocks for completing IT assessments and delivering services. Governance is an essential component to overseeing that IT strategies and recommendations align with business objectives on an ongoing, repeatable basis. • PMI (Project Management Institute)
• ITIL (Information Technology Infrastructure Library)
• COBIT (Control Objectives for Information and Related Technology) • EAP (Enterprise Architecture Planning)
You and all at ClientFirst made an
awesome difference in our City. Your
light and professional touch kept us
and Council on the rails! Look forward
to more progress and will hopefully
see you again soon.
—City Administrator
CA Municipality
Attachment A Agenda Report Page 8
Background and Certifications
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Our consultants have been assisting local
governments with innovative technology solutions
for nearly 20 years. Our risk-averse technology
planning and the quality of service we provide our
clients have resulted in numerous long-term
business relationships. Our subject-matter experts
offer a wide range of technology services that our
clients often leverage to resolve specific issues.

We are confident that no other consulting firm
focusing on local governments offers the wide
range of IT services that we do.

Background and C ertificat ions
ClientFirst was extremely
knowledgeable, and I felt I have
learned more from my work with
ClientFirst than anyone else I’ve
worked with in that capacity. I haven’t
met anyone else who’s even close to
ClientFirst in their level of expertise.
—Director of Administrative Services
CA Municipality
Attachment A Agenda Report Page 9
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Government Technology
Focusing on local governments means that we understand the unique needs, processes, protocols, and political nuances involved in the industry. This understanding and experience ensures that our strategies and recommendations are practical in all respects. Our management team’s career experience includes over 3,500 projects for more than 500 local government agencies.

Local Presence and Practice Locations
We have a local presence with extensive experience in Illinois. ClientFirst is a national firm with practices located in Illinois, North Carolina, Texas, and California.

Corona, CA Schaumburg, IL Charlotte, NC San Antonio, TX Business Management Approach
We understand that not all government executives are versed in the latest technology issues and opportunities. Therefore, our approach and deliverables provide a business-management perspective that allows the layperson the ability to understand the technology issues, strategies, and potential solutions required to make more informed business decisions.

Practical Recommendations
We believe in using technology as a tool to meet the agency’s business objectives; we do not apply technology just for technology's sake. We are serious in our quest to provide clients with practical solutions that meet their individual requirements.

Sometimes, the proper solution includes cutting-edge technology.

However, a cost-effective and practical solution using proven technology is often the most beneficial.

True Independence
ClientFirst believes in practicing true independence. We do not resell products nor maintain relationships that would result in any add-on profit margins or referral fees. Our interest is in putting the client first by finding optimum solutions (i.e., the greatest value at lowest competitive cost) to meet their needs.

National Recognition
Our consultants are recognized nationally for their work by many of the industry’s leading vendors. They appreciate the fairness and objectivity we demonstrate when dealing with their
organizations.

Attachment A Agenda Report Page 10
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Industry Recognition
CIO Review
ClientFirst has been featured in CIO Review as one of the “20 Most Promising Government Technology Solution Providers”.

National Speakers
ClientFirst personnel have conducted educational sessions at national and local conferences such as CSMFO, MISAC, and GFOA, among others.

Attachment A Agenda Report Page 11
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Diversified Experience
We have extensive experience with a wide variety of organizations and technology and processing environments. In addition, we have significant market knowledge regarding software and hardware providers and are well-informed with respect to vendor and industry developments.

Integrated Technology Solutions Groups
Whatever the agency’s technology needs are, we offer a unique combination of experts in their given disciplines who can guide technology decisions, planning, implementation, and management, chosen according to the specific needs of each project, working as an integrated team to provide end-to-end consulting and support services.

Attachment A Agenda Report Page 12
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Integrated Technology Services
IT Services and Operations
IT Technical and Managed Services
• On-Site or Remote Support
• Inventory and Licensing Management
• Network, Server, Selection, Implementation,
Configuration, and Management
• Security Systems Support
• Remote Systems Monitoring
IT Staffing/Augmentation
• IT Staffing Needs Assessment and
Operational Reviews
• Interim IT Management
• Supplemental IT Management Staffing
IT Infrastructure
Networking and Servers
• Assessment, Design, and Installation
• Replication and Redundancy Strategies
• Virtualization
• Cloud Computing
• Wireless
• Data Center Design
Disaster Recovery
• Risk Assessment and Business Impact
Analysis
• Disaster Recovery Planning
• Hot-Site and Recovery Services Evaluation
• Storage Area Networking
• Backup Strategies and Design
Cybersecurity
• Assessment and Planning
• Applications and Hardware Security
• Cybersecurity Review
• Security Policy and Control Development
• Intrusion Testing
• Workshops and Training
• Compliance: NIST, NCCoE, PCI, CJIS,

NEA/FERC
Structured Cabling System Design
• Assessment and Certification
• CADD Design and Layout
• RFP / Vendor Selection
• Project Management
• Documentation
• Fiber-Optic Network Design
Management Consulting
• Technology Strategic/Master Planning
• IT Assessment
• IT Staffing Assessment
• Process Improvement
• Procurement Assistance
• Contract Negotiation
• Project Management
• IT Governance Seminars
GIS
• Assessment and Planning
• Design
• Data Management
• Development
• Mapping
Applications Consulting
Business Process Review
• Business Case Analysis
• Assessment and Recommendations
• Process Analysis and Improvement
Software Selection
• Feature / Function Requirements
• Implementation Risk Assessment
• Change Management
• RFP Development
• Vendor Analysis and Evaluation
• Demonstration Facilitation
• Contract Review and Negotiation
• Implementation Project Management
• Ad Hoc Report-Writing Assistance
Telecommunications Consulting
• VoIP Readiness Review
• Systems Evaluation, Design, Specifications,
and RFP Development
• Bill Audits (Cost Analysis and Negotiation)
• Telecom Expense Management (TEM)
• Credit / Refund Requests
• Strategic Planning
• Project Management
• Carrier Services Cost Analysis
• Operational and Workflow Reviews
• System Selection and Contract Negotiations
Attachment A Agenda Report Page 13
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Areas of Expertise
The consultants assigned to this engagement have direct experience in a broad range of products and services.

DEPARTMENT AREA

EXPERIENCE
• Council
• Administration
• Building and Safety
• City Clerk
• Finance
• Fire
• Library
• Utility Billing
• Customer Service/Call
Centers
• Payroll
• Human Resources
• Planning
• Police
• Purchasing
• Public Works
• Parks and Recreation
• Engineering
• Geographic Information
System (GIS)
• Water
• Waste Water
• Sanitation
• Field Operations
• Laboratories
• Environmental Services
• Facilities
• Treatment Plants
• Fleet Management
• Engineering
• Warehousing
• SCADA
• Information Systems

APPLICATION AREA

EXPERIENCE
• General Ledger
• Budgeting
• Project Accounting
• Grant Accounting
• Cash Receipts
• Purchasing and Receiving
• Bids Management
• Contract Management
• Accounts Payable
• Fixed Assets
• Loans
• Special Assessments
• Financial Reporting
• Business Licensing
• Applicant Tracking
• Human Resources
• Employee Self-Service
• Benefits Tracking
• Time and Attendance
• Payroll
• CIS and Utility Billing
• Customer Service / Call
Centers
• Backflow
• Service Orders
• Work Orders / Preventative
Maintenance
• Inventory and Fleet
Management
• Planning, Permitting,
Inspection and Code
Enforcement
• Land/Parcel/Address
Management
• Computer-Aided Dispatch
(CAD)
• Records Management
• Mobile Computing
• Citizen Request
Management (CRM)
• Geographic Information
System (GIS)
• Adjudication
• Citation Management
• Database Management

TELECOM

EXPERIENCE
• Systems Evaluation and
Assessments
• Telecommunications System
Management
• Voice and Data Cable
Infrastructure Design and
Engineering
• LAN/WAN Assessments,
Design, Procurement, and
Implementation
• VoIP (Voice-over-Internet
Protocol) Readiness
Reviews and Assessments
• Telecom Billing Audits and
Cost Reviews
• Strategic IT and
Telecommunications
Planning
• Systems Design and
Alternative Analysis
• Business Continuation
Planning and Disaster
Recovery Planning
• Call Center Planning and
Operational Design
• Competitive System and
Vendor Selection
• Project Management and
Implementation

IT OPERATIONS /

TECHNICAL SERVICES

EXPERIENCE
• Technical Services
• 24/7 On-Call
• PC Break-Fix Services
• Routers and Switches
• Server Installation,
Configuration and
Troubleshooting
• On-Site or Remote Services
• Network Troubleshooting
and Configuration
• Security Systems Support
• Managed Services
• Network Management
• Event Monitoring
• Patch Management
• Inventory Management
• Licensing Management
• Software Distribution
• Remote Network and
Desktop Monitoring
ClientFirst has such a broad and wellrounded experience with cities that they already have a good idea of what
will or won't work. Other vendors we
have worked with don't have this
depth of experience and suggest
solutions that are unrealistic in a city
government environment.
— IT Director
CA Municipality
Attachment A Agenda Report Page 14
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Consultants’ Collective Experience
We understand that the experience of the individual consultants is a significant factor in hiring a firm to conduct the project on your behalf. Our consultants have extensive public-sector experience in their respective careers, including projects with the following agencies:

Illinois
City of Bloomington
City of Champaign
City of Countryside
City of Crystal Lake
City of Highland Park
City of Joliet
City of Lake Forest
City of Moline
City of Morton Grove
City of Naperville
City of Oakbrook Terrace
City of Orland Park
City of Prospect Heights
City of Rockford
City of Rock Island
City of St. Charles
City of Waukegan
City of Wood Dale
County of DuPage County
County of Peoria County
County of Sangamon County
County of Winnebago County
Village of Arlington Heights
Village of Cary
Village of Glencoe
Village of Kenilworth
Village of Lake Barrington
Village of Libertyville
Village of Lincolnwood
Village of Matteson
Village of Norridge
Village of Northbrook
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Oswego
Village of Palos Park
Village of River Forest
Village of Riverside
Village of Westmont
Village of Wheeling
DuPage County Health Dept.

Batavia Public School District
Central Community Unit
School District 301
Champaign County Forest
Preserve District
Civitas Schools
Community High School
District 99
Community Unit High School
District 205
Community Unit School
District 300
Community Unit School
District 308
Consolidated High School
District 230
Consolidated School District
Gower School District
Hampton School District 29
Harlem School District 122
Harrison School District 36
Harvard Community Unit
School District
Harvey School District 152
Hinsdale Township High
School District 86
Indian Prairie Community Unit
School District 204
J. Sterling Morton High
School District 201
Lake Zurich Community Unit
School District 95
Mount Prospect School
District 57
Naperville Community Unit
School District 203
Naperville Park District
Norridge Park District
Oswego School District 308
Pace Suburban Bus Division
Park Ridge Schools
Port Byron Central School
District
Posen-Robbins SD 143.5
Prospect Heights School
District
Riverside Public School
District 96
Rockford Public Library
Rock River Water
Reclamation District
Sherrard Community Schools
St. Charles School District
Sunset Ridge School District
Township High School District
214
Wheaton-Warrenville School
District 200
Winnetka Public Schools
District 36
Lake Forest College
Lincolnwood Public Library
Oak Park Library
Oswego Library District
Park District of Highland Park
Alabama
City of Pelham
Arizona
County of Maricopa
California
City of Albany
City of Azusa
City of Big Bear Lake
City of Brentwood
City of Brisbane
City of Burbank
City of Calabasas
City of Camarillo
City of Carlsbad
City of Chico
City of Chino
City of Clovis
City of Colton
City of Corona
City of Coronado
City of Downey
City of Dublin
City of Escondido
City of Foster City
City of Glendora
City of Healdsburg
City of Hemet
City of La Habra
City of La Puente
City of Laguna Niguel
City of Larkspur
City of Lathrop
City of Lomita
City of Menlo Park
City of Mission Viejo
City of Montclair
City of Murrieta
City of Pacifica
City of Pacific Grove
City of Palm Desert
City of Palmdale
City of Piedmont
City of Pismo Beach
City of Port Hueneme
City of Rancho Cucamonga
City of Rancho Mirage
City of Redlands
City of Rialto
City of Rohnert Park
City of Rosemead
City of Sacramento
City of San Clemente
City of San Gabriel
City of San Jacinto
City of San Pablo
City of San Rafael
City of Seal Beach
City of Sierra Madre
City of Simi Valley
City of South Gate
City of South Pasadena
City of South San Francisco
City of Tustin
City of Upland
City of Vacaville
City of West Covina
County of Butte
County of Mariposa
County of Mendocino
County of Riverside
County of San Bernardino
County of Tuolumne
County of Yolo
Town of Danville
Town of Hillsborough
Town of Truckee
Town of Yucca Valley
CA-NV American Water
Works Association
Castaic Lake Water Agency
Castro Valley Sanitary District
Cucamonga Valley Water
District
Glendale Water and Power
Hayward Area Recreation
and Park District
Irvine Unified School District
Jurupa Community Services
District
Livermore Area Recreation
and Park District
Midpeninsula Regional Open
Space District
Newhall County Water District
Piedmont Police and Fire
Ramona Municipal Water
District
Rincon del Diablo Municipal
Water District
Rosamond Community
Services District
San Bernardino Municipal
Water
San Mateo Fire District
San Marino Unified School
District
Southern California Coastal
Water Research
Sweetwater Authority
Walnut Valley Water District
West County Wastewater
District
Western Municipal Water
District
Colton Joint Unified School
District
Irvine Unified School District
Lake Elsinore Unified School
District
Menifee Unified School
District
Mesa Water District
Mountain View School District
Romoland School District
West Covina Unified School
District
Ohlone Community College
San Jose Community College
University of California
Berkeley
University of California San
Francisco
UCSF Medical Center
Stanislaus Council of
Governments
Mechoopda Indian Tribe
Connecticut
City of Bristol
City of New Haven
Groton Police and
Communications Dispatch
Town of Groton
Florida
City of Cape Coral
City of Deerfield Beach
City of Dunedin
City of Fort Lauderdale
City of Pompano Beach
City of Port St. Lucie
City of Riviera Beach
Idaho
City of Sandpoint
Indiana
The University of Notre Dame
Indianapolis Public Library
Indianapolis Public Schools
Iowa
City of Ankeny
City of Bettendorf
City of Burlington
City of Cedar Rapids
City of New Hampton
City of West Des Moines
County of Johnson
County of Linn
State of Iowa
Burlington Community School
District
Cedar Rapids Community
School District
Davenport School District
Diocese of Davenport
Catholic Schools
Dubuque Community School
District
Knoxville Community School
District
Mason City School District
North Scott School District
Des Moines Area Community
College
Cedar Falls Utilities
Kansas
City of Shawnee
Michigan
University of Michigan
Lake Superior State
University
Minnesota
County of Anoka
Nevada
County of Nye
Town of Pahrump
New York
City of Batavia
Village of Ossining
North Carolina
City of Burlington
City of Gastonia
City of High Point
City of Kinston
City of Mount Airy
City of Salisbury
Arc of Stanley County
County of Buncombe
County of Cabarrus
County of Davie
County of Orange
St. Augustine College
Wake Forest University
Eastern Band of Cherokee
Indians
Salisbury Rowan Utilities
Ohio
County of Cuyahoga
County of Montgomery
South Dakota
Rapid City Area Schools
Texas
City of Dallas
City of Pflugerville
City of University Park
County of Denton
Corpus Christi Fire
Highland Park Police and Fire
International Bank of
Commerce
River Oaks Country Club
State Bank of Texas
University of
Texas Health Science
Center
Westwood Country Club
Utah
Washington County School
District
Virginia
Commonwealth of Virginia
City of Manassas Park
Wisconsin
City of Appleton
City of Brookfield
City of Eau Claire
City of Wauwatosa
City of West Allis
County of Brown
County of Kenosha
County of Milwaukee
County of Waukesha
HIDTA Milwaukee
Diocese of Madison Catholic
Schools
Madison School District
Shorewood School District
Whitnall School District
West Allis School District
Attachment A Agenda Report Page 15
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Technical Certifications
ClientFirst consultants collectively possess an extensive portfolio of certifications, revealing their commitment to ongoing professional training and ensuring that our clients have access to the latest information in the field.

Attachment A Agenda Report Page 16
Project Team
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The personnel selected for this engagement are
experts in their given disciplines, chosen
according to the specific needs of this project,
working as an integrated team to provide end-toend consulting and support services. Detailed profiles for each Project Team member are found
in this section.

Project Team
Attachment A Agenda Report Page 17
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Proposed Personnel
The personnel selected for this engagement are local government experts in their given IT and Technology disciplines, chosen according to the specific needs of this project. They have each worked with dozens of agencies, primarily municipalities. Detailed qualifications are listed in their resumés below. ClientFirst does not anticipate utilizing subcontractors for these engagements but would work with the City if such need is required.

Position Title Resource
Name Description of the Position
Years of
Relevant Work
Experience
Managing Partner, Management
Consulting Practice Leader David Krout Management Consulting, Enterprise Applications, Project Management 26 Senior Partner, IT Infrastructure
and Operations Consulting
Practice Leader
Tom
Jakobsen
IT Infrastructure and IT Operations
Consulting, including IT Assessments
and Strategic Planning
41 Senior Director, IT Infrastructure James
Smith
IT Infrastructure and Project
Management 26
Enterprise Communications
Consulting Practice Leader
Thomas
Weiman
Telecommunications and Carrier
Services 31
Director, IT Infrastructure and
Cable Systems Consulting
Craig
Williams
IT and Cable Infrastructure
IT Assessments and Strategic Planning 25
Director, IT Infrastructure and
Cybersecurity Consulting Paul Miller IT Infrastructure and Cybersecurity 25 Director, IT Infrastructure
Consulting Practice
Chad
Griewahn
IT Infrastructure and Project
Management 31
Senior Telecommunications
Consultant and Project Manager
Marcia
Struwing Telecommunications 30
Manager, IT Operations and
Support Keith Culp IT support operations 12
Senior System Engineer Aaron Ayala Network and Systems Engineering and Project Management 21
Senior Network Engineer Pete
Graziano Network and System Engineering 26
Senior GIS Consultant Toby Soto GIS 26
Director, Enterprise Applications
Consulting Jamie Shell Enterprise Applications - ERP Systems 25 Director, Enterprise Applications
Consulting
Tatjana
Meser
Enterprise Applications - Land
Management and ERP Systems 13
Senior Management Consultant
and Project Manager Alicia Burns Enterprise Applications - HRIS Specialist 15 Senior Management Consultant
and Project Manager Cyndi Hoxie Enterprise Applications - Land Management Systems 30 Senior Management Consultant
and Project Manager
Janet
Federico
Enterprise Applications - Financial
Systems
Project and Strategic Planning
Management
20 Senior Management Consultant
and Project Manager
Michael
Truncale
Enterprise Applications - Land
Management Systems 16
Attachment A Agenda Report Page 18
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
17 | 44
Tom Jakobsen
Partner – IT Infrastructure and Operations Consulting Practice Leader
Tom Jakobsen has over 40 years of experience in the information technology arena. His interdisciplinary experience has given him a unique understanding of the interrelationship between IT infrastructure, operations, and business applications. Tom focuses on IT Strategic Planning, Governance, IT management mentoring, Virtual CIO, and other IT management projects. Tom has over 20 years of experience in local government infrastructure, operations, staffing, and project management.

Highlights
• Former National IT Infrastructure Consulting Practice Leader for RSM McGladrey, the nation’s fifth-largest CPA and consulting firm • Virtual CIO for multiple agencies
• Mentor for newly appointed IT Directors and CIOs
• IT Strategic advisor for cities, counties, and not-for-profits • Two-time Interim CIO at Illinois Action for Children
• Managed hundreds of IT consulting projects with dozens of municipalities and local governments
Agency Experience
Town of Danville
Town of Groton
Town of Woodside
Town of Yucca Valley
Town of Windsor
City of Albany
City of Azusa
City of Big Bear Lake
City of Bloomington
City of Brentwood
City of Brisbane
City of Burbank
City of Calabasas
City of Carlsbad
City of Cedar Hills
City of Chino
City of Corona
City of Downey
City of Dublin
City of Emeryville
City of Farmers Branch
City of Foster City
City of Glendora
City of Hayward
City of Healdsburg
City of Hemet
City of Highland Park
City of Hutto
City of Joliet
City of La Habra
City of La Puente
City of Laguna Niguel
City of Lake Forest
City of Larkspur
City of Manassas Park
City of Menlo Park
City of Mission Viejo
City of Murrieta
City of Norco
City of Newark
City of Oakbrook Terrace
City of Pacific Grove
City of Palm Desert
City of Palmdale
City of Piedmont
City of Pismo Beach
City of Pflugerville
City of Port Hueneme
City of Rancho Cucamonga
City of Rancho Mirage
City of Redlands
City of Rialto
City of Riviera Beach
City of Rockford
City of Rohnert Park
City of Salinas
City of San Bernardino
City of San Leandro
City of San Pablo
City of Sandpoint
City of Seal Beach
City of Sierra Madre
City of Simi Valley
City of South Gate
City of South San Francisco
City of St. Charles
City of University Park
City of Vacaville
City of West Covina
City of West Des Moines
City of West Sacramento
City of Wilton Manors
County of Atascosa
County of Denton
County of Davie
County of Mariposa
County of Mendocino
County of Tuolumne
Village of Arlington Heights
Village of Barrington Hills
Village of Bloomingdale
Village of Cary
Village of Glencoe
Village of Homewood
Village of Lake Barrington
Village of Libertyville
Village of Lincolnwood
Village of Northbrook
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Ossining
Village of Palos Park
Village of Park Forest
Village of River Forest
Village of Riverside
Village of South Barrington
Village of Wheeling
Castaic Lake Water Agency
Castro Valley Sanitary
District
Four Rivers Sanitation
Authority
Ramona Municipal Water
District
San Bernardino Municipal
Water
Sweetwater Authority
Western Municipal Water
District
Forest Preserve District of
Will County
Naperville Park District
Norridge Park District
Park District of Highland
Park
Illinois Action for Children
Jurupa Community Service
District
Los Angeles County
Development Authority
Midpeninsula Regional
Open Space District
Steppenwolf Theatre
Indianapolis Public
Library
Oak Park Library
Oswego Public
Library District
Rockford Library
Stanislaus Council
of Governments
Moraga-Orinda Fire
District
Riverside County
Sheriff’s
Department
Arie Crown Hebrew
Day School
Batavia UCSD 101
Carpentersville
UCSD 300
Central Burlington
SD 301
Orland Park CHSD
230
Chicago
International
Charter Schools
CUSD 300
DeKalb CUSD 428
Durand CUSD 322
East Aurora SD 131
Elmhurst SD 205
Geneva CUSD 304
Glenview SD 34
Harlem SD 122
Harvard SD 50
Indian Prairie CUSD 204
Morton HSD 201
Mount Prospect SD 57
Naperville CUSD 203
Niles Township HSD 219
Orland Park D230
Oswego CUSD 308
Park Ridge-Niles SD
Salt Creek SD 48
San Marino USD
St. Charles CUSD 303
Township HSD 214
West Covina USD
Wheaton SD 200

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Science in
Mathematics and Economics –
University of Iowa
• Member, Project Management
Institute, Midwest Chapter
• Member, University of Iowa
Graduate College, External
Advisory Board

SPECIALTIES
• Network Design, Procurement,
Implementation, and Oversight
• Cybersecurity
• Disaster Recovery
• IT Operations Management
• Virtual CIO/IT Management
• IT Management Mentoring
• IT Governance
• Policies Development
• Project Management
• Assessments, Strategy, and
Planning
Know that I am extremely satisfied
with the team we have assembled. It is
comforting to have steady hands
guiding us into the 21st century!
—City Administrator
CA Municipality
Tom, I’ve been meaning to thank you
for your expertise and guidance…
assisting us in moving forward on
all fronts.
—City Manager
IL Municipality
Attachment A Agenda Report Page 19
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
18 | 44
David W. Krout, CPA (Inactive)
Partner – Enterprise Applications Consulting Practice Leader David Krout has 25 years of experience assisting local governments with a broad scope of information technology needs. He specializes in working with organizations to identify their strategic, organizational, application, and functional requirements to determine which system and/or specific applications are a proper fit for both the agency and the vendor.

David’s unique and diversified background in business management, accounting, and management consulting has allowed him to collaborate with C-level executives and department staff from a practical, businessmanagement perspective to maximize their technology utilization.

Having also worked for a leading local government enterprise software provider, David brings a unique understanding of consulting, client representation, and vendor relationships to the collaboration between the agency and software vendors.

Highlights
• Served on the National Committee for Information Technology for the Institute of Management Accountants
• Former President, Institute of Management Accountants, Inland Empire Chapter
• Former Government IT Consulting Manager for RSM McGladrey, the nation’s fifth-largest CPA and consulting firm
• Featured speaker for the California Society of Municipal Finance Officers (CSMFO), Municipal Information Systems Association of California (MISAC), and Texas Association of Government Information Technology Managers
• Project lead with over 140 public-sector agencies throughout the United States
Agency Experience
Town of Danville
Town of Groton
Town of Hillsborough
Town of Truckee
City of Batavia
City of Bloomington
City of Brentwood
City of Brisbane
City of Burbank
City of Burlington
City of Carlsbad
City of Camarillo
City of Chino
City of Clovis
City of Colton
City of Corona
City of Coronado
City of Dublin
City of Foster City
City of Gastonia
City of Healdsburg
City of Hemet
City of Highland Park
City of Indio
City of La Habra
City of La Puente
City of Laguna Niguel
City of Lake Forest
City of Larkspur
City of Lomita
City of Manassas Park
City of Menlo Park
City of Mission Viejo
City of Murrieta
City of Pacifica
City of Palm Desert
City of Palmdale
City of Pelham
City of Piedmont
City of Rancho Mirage
City of Redlands
City of Rialto
City of Riviera Beach
City of Rosemead
City of Salisbury
City of Sandpoint
City of San Gabriel
City of San Jacinto
City of Shawnee
City of Sierra Madre
City of Simi Valley
City of South Gate
City of Tustin
City of West Covina
City of West Des Moines
County of Butte
County of Buncombe
County of Denton
County of Mendocino
County of Orange
County of Riverside
County of San
Bernardino
Village of Glencoe
Village of Lincolnwood
Village of Northfield
Village of Oswego
Village of River Forest
CA-NV American Water
Works Association
Castaic Lake Water
Agency
Castro Valley Sanitary
District
Colton Joint Unified
School District
Cucamonga Valley
Water District
Gastonia Water & Power
Glendale Water and
Power
HIP Housing
Lake Elsinore Unified
School District
Menifee Unified
School District
Mesa Water District
Midpeninsula
Regional Open
Space District
Ramona Municipal
Water District
Rincon del Diablo
Municipal Water
District
Rock River
Reclamation
District
Rosamond Community
Services District
Salisbury-Rowan Utilities
San Bernardino
Municipal Water
Southern California
Coastal Water
Research (SCCWRP)
Walnut Valley Water
District
West County
Wastewater District
Western Municipal
Water District
Mechoopda Indian Tribe
Eastern Band of
Cherokee Indian

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Certified Public Accountant
(CPA) (Inactive)
• Bachelor of Science in
Business Administration
and Accounting – CSU
San Bernardino

SPECIALTIES
• Business Process Reviews
• Applications Requirements
Definition
• Enterprise Applications
Architecture
• Current System Needs
Analysis and
Improvement
• New Software Selection
Assistance
• Technology Master
Planning
• Project Management and
Oversight
• Conversion Assistance and
Planning
• Contract Reviews and
Negotiations
It has been absolutely key to this
project that ClientFirst, especially
Dave, knows the governmental
environment, its limitations and its
opportunities.
—Director of Administrative
Services
CA Municipality
(Inactive)
Attachment A Agenda Report Page 20
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
19 | 44
James Smith
Senior Director, IT Infrastructure Consulting
James Smith is a seasoned technology executive with a remarkable career spanning over 25 years, characterized by a diverse array of high-level roles in the Information Technology sector. James has solidified his reputation as an accomplished leader, adept manager, and visionary technology strategist.

Throughout his professional journey, James has demonstrated a penchant for driving success in various capacities. His expertise encompasses a spectrum of specialties, including sales and services engagement processes, systems design consulting, sales
management, and managed services. He possesses a unique knack for formulating and executing IT strategies, developing technology plans, and offering expert insights in cloud services consulting, business continuity, disaster recovery, and deep storage solutions.

Highlights
• Leveraged over 25 years of proven experience in high-level positions within the Information Technology field
• Demonstrated leadership as an accomplished leader, manager, and technology strategist, with a track record of success in developing, designing, and selling IT solutions
• Proficient in communicating and implementing IT strategies, managing high-visibility initiatives, and providing technology consulting at Director, Vice President, and CxO levels nationwide
• Specialties encompass a wide range of areas, including sales and services engagement processes, systems design consulting, sales management, and managed services
• Expertise in IT strategy and technology plan development, cloud services consulting, business continuity, disaster recovery, master data management, distributed end-user technologies, and end-to-end systems architecture
Agency Experience
City of Cedar Hill
City of Mountain View
City of Petaluma
County of Kings
County of Travis
Village of River Forest
Township High School District 214
Bloomington School District
Byron School District
Dekalb School District
Elmhurst School District
ESQ Region 20
Hoover Schrum District 157
Oak Lawn School District
Sycamore School District
DuPage County Sheriff
Harris County Toll Authority
Placer County Sheriff
Aurora Public Library
Alamo Community College
DeVry University
Kishwaukee College
Moraine Valley Community College
Oakton Community College
Rock Valley College
Roosevelt University

SPECIALTIES
• Engagement Management
• Systems design consulting
• IT Support Services
• Contract Negotiations
• Staff Augmentation
• IT strategy and technology
plan development
• Cloud services
• IT Cost Optimization
• Business continuity and
disaster recovery
• Deep data management
expertise
• Distributed end-user
technologies
• End-to-end systems
architecture
Attachment A Agenda Report Page 21
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
20 | 44
Tom Weiman
Practice Leader, Enterprise Communications Consulting
Tom Weiman has provided IT and telecommunications consulting for over 30 years. He has experience consulting in telecommunications, data networks (LAN/WAN), and cable infrastructure.

Tom’s unique combination of voice, data, and infrastructure experience provides our clients with years of design, selection, and implementation experience with all facets of IT and telecommunications. Tom has direct experience in the detailed design of contact centers, IVR operations, and the integration of voice and data services for multi-location clients.

Highlights
• Lead Project Manager, State of Wisconsin, saving the state over $90 million in telecommunications service costs
• Former Partner and National Telecom Consulting Project Leader for RSM McGladrey, the nation’s fifth-largest CPA and consulting firm • Call Center Campus Instructor at Purdue University, Center for CustomerDriven Quality • Provided telecommunications consulting services to nearly 300 public agencies throughout the United States, including government agencies, non-profit organizations, healthcare and financial institutions, and educational institutions at the K-12 and higher education levels Agency Experience
Town of Danville
Town of Truckee
City of Bettendorf
City of Bloomington
City of Brentwood
City of Burbank
City of Calabasas
City of Camarillo
City of Cape Coral
City of Chino
City of Corona
City of Countryside
City of Deerfield Beach
City of Downey
City of Dunedin
City of Eau Claire
City of Escondido
City of Fort Lauderdale
City of Foster City
City of Kinston
City of La Habra
City of La Puente
City of Laguna Niguel
City of Lake Forest
City of Mason City
City of Matteson
City of Miami Springs
City of Moline
City of Mount Airy
City of Mount Dora
City of Murrieta
City of Naperville
City of New Hampton
City of New Haven
City of Oakbrook Terrace
City of Orland Park
City of Palm Desert
City of Palmdale
City of Piedmont
City of Pompano Beach
City of Port St. Lucie
City of Prospect Heights
City of Rancho Cucamonga
City of Rancho Mirage
City of Redlands
City of Rock Island
City of Rockford
City of Sacramento
City of Salisbury
City of San Clemente
City of San Gabriel
City of San Rafael
City of Sierra Madre
City of Sioux Falls
City of South Pasadena
City of South San Francisco
City of St. Charles
City of Upland
City of Waukegan
City of Wauwatosa
City of West Allis
City of West Covina
City of West Des Moines
City of West St. Paul
County of Buncombe
County of Cabarrus
County of DuPage
County of Milwaukee
County of Montgomery
County of Orange
County of Peoria
County of San Bernardino
County of Sangamon
County of Tazewell
County of Tuolumne
County of Will
County of Winnebago
County of Yolo
Village of Arlington Heights
Village of Cary
Village of Lincolnwood
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Palos Park
Village of River Forest
Village of Riverside
Civitas Schools
Consolidated SD 158
Algonquin CUSD 300
Arlington Heights Township
HSD 214
Assumption Catholic High
School, Davenport
Batavia SD 101
Burlington Central CUSD 301
Castaic Lake Water Agency
Cedar Rapids Community
School District
Davenport Community Schools
Davenport School District
DeKalb CUSD 428
Diocese of Davenport Catholic
Schools
Diocese of Madison Catholic
Schools
Dubuque Community School
District
Eastern IL University
Elgin School District
Forest Preserve District of Will
County
Geneva Community Unit SD
304
Glenview Schools
Gower School District 62
Hampton SD 29
Harlem SD 122
Harrison SD 36
Harvard CUSD 50
IL Action for Children
Illinois State University
Indian Prairie CUSD 204
Irvine School District
Knoxville Community School
District
Livermore Area RFD
Madison School District
Mason City School District
Mount Prospect SD 57
Naperville CUSD 203
Newhall County Water District
Norridge Park District
North Scott School District
Oak Park Public
Library
Ohlone
Community
College
Omaha Public
Power District
(OPPD)
Orland Park CHSD
230
Oswego CUSD
308
Oswego Public
Library District
PACE Suburban Bus Division
RTA
Park District of Highland Park
Park Ridge-Niles CCSD 64
Port Byron Central School
District
Rapid City Area Schools
Riverdale CUSD 100
Riverside SD 96
Rockford Public Library
Salisbury-Rowan Utilities
(SRU)
San Bernardino Municipal
Water Department
San Jose/Evergreen
Community College
Schaumburg Township District
Library
Sherrard Community Schools
Shorewood School District
South Florida Water
Management
St. Ambrose University
St. Charles CUSD 303
Sunset Ridge SD 29
University of Chicago
University of Michigan
University of Notre Dame
Wahlert Catholic High School
Whitnall School District
Cedar Falls Utilities
Central Illinois Power
Church of Our Savior

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Arts in
Communications – St. Ambrose
University
• Ongoing training from
Avaya/Cisco/ShoreTel/Nortel/Mit
el/NEC, and others
• Past President and current
member of the Iowa
Telecommunications Users
Group (ITUG)
• Member, All Major Vendor
Consultant Programs
• Member, Association of
Communications Technology
Professionals in Higher
Education (ACUTA)
• Member, Building Industry
Consulting Services,
International (BICSI)
• Member, Healthcare Information
and Management Systems
Society (HIMSS)
• Member, Society of
Telecommunications Consultants
(STC)
• Member, Institute of Electrical
and Electronics Engineers (IEEE)

SPECIALTIES
• Billing Audits and Cost Reviews
• Carrier Services Cost Analysis
• Competitive Hardware and
Services RFP Development and
Evaluations
• Implementation Project
Management
• Operational Assessment and
Workflow
• Strategic Telecommunications
Planning
• VoIP Readiness Assessments
and Review
I would like to thank both of you,
especially Tom, for all the hard work
you did for us. We could not have
done this RFP process successfully
without your help.
—IS Manager
CA Municipality
Attachment A Agenda Report Page 22
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
21 | 44
Craig Williams, RCDD, NTS
Director, Infrastructure Consulting Services
Craig Williams has over 25 years of experience in the IT profession, focused primarily on providing visionary consulting and support for education and other public-sector organizations. A former school CIO, Craig emphasizes a balanced perspective of improvement in all areas of IT, from internal infrastructure to public-facing technologies. He is an articulate consensusbuilder with executives, departments, staff, and the public. Craig leverages his extensive master planning, infrastructure design, application implementation, and project management experience to provide districts with effective, lasting results in utilizing technology to fulfill their educational mission.

Highlights
• Full Wireless replacement RFPs for school districts
• Building security replacement for Illinois school district • Numerous E-Rate network equipment RFPs
• E-Rate WAN RFPs
• Point-to-point WAN for Illinois school district
• Fiber replacement for mid-sized K-12 school district
• Selected as one of 16 technology directors nationally for HP and Intel Profiles in Leadership through Tech and Learning Magazine • Directed technology support and operations at Illinois’ second-largest public school district, serving 40,000 students. Led technical staff of 71.

Increased customer satisfaction from 87.7% to 95.2% rate • National award from the Help Desk Institute as one of Elite 50 organizations for customer support across all industries Agency Experience
Town of Groton
City of Azusa
City of Cedar Hill
City of Glendora
City of Joliet
City of Manassas Park
City of Pacific Grove
City of Piedmont
City of Pismo Beach
City of Rancho Cucamonga
City of Rancho Mirage
City of Riviera Beach
City of San Pablo
City of South San Francisco
City of University Park
City of Vacaville
City of West Covina
City of West Des Moines
Village of Lincolnwood
Village of Northfield
Village of Orland Park
Village of Park Forest
Village of River Forest
Village of Riverside
Village of Wheeling
County of Davie
County of Mariposa
County of Mendocino
County of Tuolumne
Champaign County Forest
Preserve District
Forest Preserve District of Lake
County
Hayward Area Recreation and
Park District
Four Rivers Sanitation Authority
San Bernardino Municipal Water
District
Joliet Public Library
Northbrook Public Library
Rancho Cucamonga Library
Rockford Public Library
Steppenwolf Theatre
Algonquin SD 158
Arie Crown Hebrew Day School
Batavia SD 101
Bloomingdale SD 13
Bunker Hill SD 8
Butler SD 53
Carpentersville CUSD 300
Central CUSD 301
Chicago International Charter
Schools
Community High School District
99 DeKalb CUSD 428
Durand CUSD 322
Elmhurst SD 205
Forest Ridge SD 142
Geneva CSD 304
Glen Ellyn SD 41
Harlem SD 122
Harvard SD 50
Harvey SD 152
Hinsdale HSD 86
Hononegah SD 207
Huntley SD 158
Indian Prairie CUSD 204
J. Sterling Morton HSD 201
Joliet PSD 86
Lake Zurich SD 95
Maine Township HSD 207
Marmion Academy
Mt. Prospect SD 57
Naperville CUSD 203
Niles Township HSD 219
Posen-Robbins SD 143.5
Prairie Grove SD 46
Salt Creek SD 48
Sunset Ridge School District
Thornton Fractional HSD 215
Township HSD 214
West Aurora SD 129
Wheaton Warrenville CUSD 200
Winnetka SD 39
Worth SD 127

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Science in
Architecture – University of
Illinois
• BICSI Registered
Communication Distribution
Design (RCDD)
• BICSI Network Technology
Systems (NTS) Designer
• MBA, North Central College
(Concentration in Management
Information Systems)

SPECIALTY AREAS
• Infrastructure – Low Voltage
Systems/Cabling
• Data Center/Networking
• Wireless
• Project Management
• Business and Human Resources
Systems
• CIO Advisory
• Public-Facing Web Technology
• Staff Support/Customer Service
Craig, you were instrumental in the
successful completion of this project
all along the way, but especially as
we… needed a push in “crossing the
last beachhead.”
—Superintendent of Schools
IL School District
I appreciated Craig’s knowledge of IT
issues, as well as his ability to convey
them in a manner that made sense to
me.
—Library Director
IL School District
Attachment A Agenda Report Page 23
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
22 | 44
Paul Miller
Director, IT Infrastructure Consulting
Paul Miller is a seasoned IT professional known for his pragmatic and solution-oriented approach to management. With a wealth of experience in leading teams and overseeing intricate projects, he has consistently demonstrated his ability to navigate complexity and deliver results. At the core of his leadership style is the cultivation of an environment rooted in excellence, emphasizing quality, service, and profitability.

Paul is deeply dedicated to facilitating the success of individuals, leaders, and teams, consistently surpassing goals and expectations. His proficiency shines in strategic planning, adept decision-making, and innovative problem-solving, all underscored by a strong sense of urgency, ownership, and personal accountability. Committed to continuous development, both personally and professionally, Paul Miller remains a driving force in the IT industry.

Highlights
• Leading Digital Transformation and Information Security teams • Translating internal audit requirements into actionable plans • Expertise in technology architecture, networking, applications, and information security
• Delivering complex technical solutions and cross-functional collaboration
• Leading a team in assessing and designing IT solutions across various services
• Developing pursuit strategies for complex engagements and RFPs • Creating customer-facing documents and technical presentations • Growing and maintaining key vendor technical knowledge and certifications
Agency Experience
Community and Economic Development (CEDA)
University of Illinois Veterinary Medicine
Rich Township District 227
City of Country Club Hills
Logicalis
MNJ Technologies
The Northern Trust Company
Bank of America
Arthur Andersen & Co
CenturyLink (Lumen)
Windstream Enterprise
Hewlett Packard
IBM Global Services

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Science in Software
Engineering – DePaul University
• ITILv2 Foundation

SPECIALTIES
• Digital Transformation Leader
• Information Security Expert
• Complex Technical Solutions
Delivery
• Networking and Applications
Proficiency
• Internal Audit Translation to
Actionable Plans
• Network Infrastructure and
Security
• Strategic Engagement Pursuits
• Customer Liaison and
Relationship Management
• Vendor Technical Knowledge
and Certifications Management
• Technical Training and Team
Guidance
• Business Development and
Renewals
Attachment A Agenda Report Page 24
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
23 | 44
Chad Griewahn
Director – IT Infrastructure and Operations Consulting Practice Chad Griewahn has over 30 years of experience in information technology, focusing on telecommunications, local government infrastructure, operations, staffing, and project management. Through his years of experience, Chad has gained an invaluable understanding of the connections between IT infrastructure, operations, and business applications. Chad's role as a former CTO and other IT management roles has strengthened and refined his IT Strategic Planning, Governance, and IT management mentoring skills, allowing him to serve and meet clients' needs effectively.

Highlights
• Former CTO/COO for Booth Creek Management Corporation, one of the oldest private equity investment firms
• CIO Advisor for the City of Atlanta and Fulton County Government • Strategic Advisor for IT Directors and CIOs
• IT Strategic advisor for both private and public entities • 30 years of global telecommunications experience
• Managed hundreds of IT consulting projects with both public and private sectors
Agency Experience
City of Alpharetta
City of Atlanta
City of Des Moines
City of Doraville
City of John’s Creek
City of Mission Viejo
City of New York
City of Petaluma
City of Salinas
City of San Leandro
City of Tracy
Village of Northfield
County of DeKalb
County of Fulton
County of Mendocino
Coachella Valley Mosquito & Vector Control
District
Fresno Irrigation District
Las Virgenes Water District
Oregon Wastewater Management
East Bay Regional Park District
Addison School District
Fontana Unified School District
Niles Township High School District
North Shore School District
Oregon State Lottery
State of Texas HSC
Department of Defense (DOD)

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Arts in Political
Science – Kings College
• CompTIA A+ 1994
• Project Management
Professional 2000
• Certified Novell Engineer (CNE)
1995
• Microsoft Certified Systems
Engineer 2000
• Microsoft Certified Product
Specialist 1998
• CCNP Cisco Certified
Professional 1995
• Fotec Fiber Optic Certified
• ITIL Certified Foundation 2006
• CATO NETWORKS SASE
Expert Certification
• FORTINET NSE2 Certified
• VMware SD-WAN Technical
Sales Professional (VTSP)
• VMware Cloud Technical Sales
Professional (VTSP)
• Cisco Meraki CMA Certified
• Cisco Meraki Solutions Specialist

SPECIALTIES
• Voice and Data Design,
Procurement, Implementation,
and Oversight
• Cybersecurity
• Network Transformations
• Disaster Recovery
• IT Operations Management
• CTO\IT Management
• IT Management Mentoring
• IT Governance
• Policies Development
• Project Management
• Assessments, Strategy, and
Planning
Attachment A Agenda Report Page 25
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
24 | 44
Marcia Struwing
Senior Telecommunications Consultant
Marcia Struwing specializes in bill auditing, inventory, call center operations and design, voice and data communications systems, operational needs assessments, and project management. Marcia has provided these services for hundreds of clients throughout the United States in both the public and private sectors. Her direct experience includes work for government agencies, not-for-profit organizations, healthcare, and educational institutions (at the K-12 and higher education levels).

Highlights
• System Implementation Project Leader for a large K-12 school district – provided coordination and planning for the implementation of a 1,500- station Cisco VoIP telecommunications system in a multi-location environment.
• Call Center Implementation and Call Center Management Services – assisted with designing and implementing a large multi-location telecommunications system and call center that included multiple sites and 100+ active agents.
• Contact Center Operational Assessment for a Large University Medical Group – performed an operational review and assessment of the methods used to make appointments, disseminate medical information, enable physician referrals, communicate the status of appointments, and confirm appointments.

Agency Experience
City of Azusa
City of Carlsbad
City of Chino
City of Fairfield
City of Foster City
City of La Habra
City of Laguna Niguel
City of Lake Forest
City of Murrieta
City of Palmdale
City of Piedmont
City of Rancho Cucamonga
City of Redlands
City of Rockford
City of San Clemente
City of San Pablo
City of San Rafael
City of South Gate
City of South San Francisco
City of St. Charles
City of West Covina
Village of Arlington Heights
Village of Cary
Village of Hales Corners
Village of Libertyville
Village of Lincolnwood
Village of Northfield
Village of Orland Park
Village of Park Forest
Village of River Forest
Village of Riverside
County of DuPage
County of Mendocino
County of Milwaukee
County of Tuolumne
County of Winnebago
County of Yolo
Algonquin SD 158
Batavia Public Library
Batavia Public SD 101
Bloomingdale SD 13
Bunker Hill SD 8
Butler SD 53
Calumet City SD 155
Carpentersville SD 300
Central Burlington CUSD
301
Chicago International
Charter Schools
Community Unit SD 300
Consolidated HSD 230
Consolidated SD 158
Algonquin
DeKalb CUSD 428
DuPage County Health
Department
Durand CUSD 322
East Aurora SD 131
Eastern Illinois University
Geneva CUSD 304
Glen Ellyn Public Library
Harlem SD 122
Harrison SD 36
Harvard CUSD 50
Harvey SD 152
Hinsdale HSD 86
Hononegah SD 207
Indian Prairie CUSD 204
Indianapolis Public Schools
Irvine USD
Joliet PSD 86
Joliet Public Library
Lake Elsinore Unified SD
Livermore Area Recreation
Park District
Maine Township HSD 207
Marmion Academy
Milwaukee Transport
Services
Moraga-Orinda Fire District
Mount Prospect SD 57
Naperville CUSD 203
Nippersink (RichmondBurton) RB 2
Norridge Park District
Prospect Heights SD 23
Rockford Public Library
Salt Creek SD 48
San Bernardino Municipal
Water
St. Charles CUSD 303
Steppenwolf Theatre
Sunset Ridge SD 29
Township High SD 214
West Aurora SD 129
Wheaton-Warrenville SD
200
Worth SD 127
Winfield SD

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor’s Degree – University
of Illinois
• Member of consultant liaison
programs for Alcatel, Cisco,
Avaya, Nortel, Siemens,
ShoreTel, Mitel, i3, and others
I appreciate your efforts and the great
work done by ClientFirst to date in all
areas.
—CFO
IL Library
Attachment A Agenda Report Page 26
Innovation and Technology Services

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OPTIMAL TECHNOLOGY GUIDANCE
25 | 44
Aaron Ayala
Senior Systems Engineer
Aaron Ayala has over 20 years in Information Technology and more than five years working solely on high-level, local-government projects. Aaron is an IT support, project management, and vendor relations expert. He is accustomed to high-value, fast-paced, high-pressure roles, with the ability to prioritize multiple tasks and meet deadlines while providing superior customer service.

Highlights
• Infrastructure Project Manager and Network Design Engineer • Manages large- and small-scale implementation teams. Examples include:
 $4.5MM deployment of Cisco and ShoreTel structured cabling, voice infrastructure, and data infrastructure for a municipality with 35 locations
 $2.5MM deployment of HPE and Mitel voice and data infrastructure for a county with 33 locations
 IT Implementation project management for Mother Lode Regional Juvenile Detention Center, Tuolumne County, California
 Data Center Relocation for a mid-sized California city  Contract administration for structured cabling system, door access control, and data center-related vendor implementations • Design and procurement of Cisco, HPE, Palo Alto, and other major network solutions
• Wireless systems, Networks, Network security, Backup systems, Infrastructure
• Design and procurement of door access control, structured cabling, and video surveillance systems
• Implementation of network management tools, including network monitoring, Active Directory security, and others
Agency Experience
Town of Windsor
Town of Woodside
City of Albany
City of Azusa
City of Big Bear Lake
City of Carlsbad
City of Cedar Hill
City of Corona
City of Farmers Branch
City of Glendale
City of Hawaiian Gardens
City of Hemet
City of Hutto
City of La Puente
City of Laguna Niguel
City of Manassas Park
City of Mission Viejo
City of Murrieta
City of Newark
City of Pacific Grove
City of Palm Desert
City of Palmdale
City of Petaluma
City of Piedmont
City of Pinole
City of Pismo Beach
City of Port Hueneme
City of Rancho Cucamonga
City of Rancho Mirage
City of Rialto
City of Salinas
City of San Clemente
City of San Leandro
City of San Pablo
City of Sandpoint
City of South Gate
City of University Park
City of Vacaville
City of West Covina
City of West Sacramento
City of Wilton Manors
City of Woodside
City of Yucca Valley
County of Mendocino
County of Tuolumne
County of Yolo
Village of Barrington
Village of Barrington Hills
Village of Lincolnwood
Village of Lisle
Village of Northfield
Village of Oak Brook
Village of Orland Park
Village of Park Forest
Village of River Forest
Village of Riverside
Village of South Barrington
Champaign County Forest
Preserve District
East Bay Regional Park District
Hayward Area Recreation and
Park District
Livermore Area RPD
Norridge Park District
Moraga-Orinda Fire District
Riverside County Sheriff’s
Department
Castaic Lake Water Agency
Castro Valley Sanitary
Four Rivers Sanitation Authority
Fresno Irrigation District
San Bernardino Municipal Water
West County Wastewater
Zone 7 Water
Los Angeles Community
Development Authority
Batavia Public Library
Hemet Public Library
Joliet Public Library
Rockford Public Library
Steppenwolf Theatre
Algonquin SD 158
Arie Crown Hebrew Day School
Batavia SD 101
Butler SD 53
Carpentersville SD 300
Central Burlington SD 301
Chicago International Charter
School
DeKalb CUSD 428
Durand CUSD 322
East Aurora SD 131
Elgin SD U-46
Geneva
Community SD
304
Glen Ellyn SD 41
Harlem SD 122
Harvard SD 50
Harvey SD 152
Hinsdale HSD 86
Hononegah SD
207
Huntley SD 158
Indian Prairie CUSD 204
Joliet PSD 86
Marmion Academy
Mt. Prospect SD 57
Naperville CUSD 203
Niles Township HSD 219
Orland Park D230
Posen-Robbins SD 143.5
St. Charles CUSD
Salt Creek SD 48
Thorton Fractional HSD 214
Township HSD 214
TrueNorth Educational Cooperative
804
West Aurora SD 129
Wheaton-Warrenville SD 200
Winfield SD 34
Worth SD 127

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Science in
Information Systems – University
of Phoenix

SPECIALTIES
• Infrastructure Project
Management
• Staff Management
• Vendor Relationships
• Systems Administration
• IT Operations
• IT SOX Compliance
I appreciate your efforts and the great
work done by ClientFirst to date in all
areas.
—Chief Financial Officer
IL Library
Attachment A Agenda Report Page 27
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
26 | 44
Keith Culp
Manager, IT Operations and Support
Keith Culp is a versatile IT professional with over 12 years of experience in IT system support and administration across a broad spectrum of infrastructure environments and client types. He handles project management and product support to provide our clients with efficient and secure IT environments. Keith’s analytical, problemsolving, and communication skills, combined with his years of experience, formal training, and professional certifications, make him a valuable resource for our clients’ needs.

Highlights
• Experienced in network design, firewall configuration, multifactor authentication, server design and implementation, and much more • Project Management: Application Implementations, Hardware Upgrades, Infrastructure Build-Outs, and Office Relocations • Hardware/software installation, maintenance, and upgrades • Backup Design and Implementation, including Backups to Cloud • Disaster Recovery Planning, Testing, and Maintenance
• Exchange server, Office 365, archiving solutions, and Document Management
• IT Assessments and Strategic Planning
• Cybersecurity framework implementation and management • On-site training and user-friendly documentation
• Help Desk support
Agency Experience
City of Hawaiian Gardens
City of Norco
City of Pacific Grove
City of Piedmont
Village of Barrington Hills
Village of Hales Corners
Village of Lake Barrington
Village of Lincolnwood
Village of Northfield
Village of Park Forest
Village of River Forest
Village of Riverside
Village of South Barrington
Media Financial Management Association
Four Rivers Sanitation Authority
Norridge Park District
Northbrook Public Library
Arie Crown Hebrew Day School
Salt Creek SD 48

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Science in Network
Operations and Security –
Western Governors University
• CompTIA A+
• Network +
• Security +
• Project +
• CCNA Routing & Switching

SPECIALTY AREAS
• Project Management
• Design and Specifications
• Documentation Specialist
• Office Relocations
• Disaster Recovery Planning
• Application Implementations
Keith, I just wanted to thank you again for
working on the WatchGuard project. The
installation went smoothly, and you set
everything up perfectly. Thanks again.
—Sergeant
IL Police Department
Attachment A Agenda Report Page 28
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
27 | 44
Pete Graziano
Senior Network Engineer
Peter Graziano specializes in configuring, installing, and troubleshooting network infrastructure. His technological experience of over 25 years includes design, specifications, configuration, maintenance, and administration; database administrations; and extensive experience in various departmental, spreadsheet, accounting, and graphics programs.

Pete has experience working with Microsoft, Cisco, Citrix, Novell, HP, Aruba, ArcServe, Symantec, IBM, and Dell hardware and software solutions.

Highlights
• Managed/conducted IT infrastructure designs and installations for dozens of public agencies
• Conducted several virtualization projects for hospitals, municipalities, libraries, and special districts
• Designed and implemented redundant systems providing two- to fourhour business continuity solutions • Implemented VoIP solutions in many environments utilizing most major telecommunications systems
• Industry experience includes work for municipalities, water districts, school districts, medical facilities, and the private sector Agency Experience
Town of Danville
Town of Southern Pines
Town of Truckee
City of Azusa
City of Big Bear Lake
City of Brentwood
City of Corona
City of Dublin
City of Emeryville
City of Hayward
City of Hemet
City of La Puente
City of Laguna Niguel
City of Manassas Park
City of Mission Viejo
City of Norco
City of Pacific Grove
City of Piedmont
City of Rancho Mirage
City of Redlands
City of Rialto
City of Salinas
City of San Leandro
City of Sandpoint
City of Seal Beach
City of Simi Valley
City of South Gate
City of St. Charles
City of Bloomington
City of Lake Forest
City of University Park
City of Vacaville
City of West Des Moines
Village of Barrington
Village of Libertyville
Village of Lincolnwood
Village of Northfield
Village of Oak Brook
Village of Oswego
Village of River Forest
Village of Riverside
Village of Westmont
County of Atascosa
County of Mariposa
County of Mendocino
County of Orange
Eastern Band of Cherokee Indians
Four Rivers Sanitation Authority
Indianapolis Public Libraries
Media Financial Management Association
Norridge Park District
Steppenwolf Theatre
Algonquin SD 158
Bloomingdale SD 13
High School District 219 Niles Township
Orland Park SD 230
Oswego SD 308
Elgin SD 46
Mt. Prospect SD 57
Park Ridge-Niles SD 64
Riverside SD 96
Salt Creek SD 48
West Aurora SD 129

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Fine Arts – Syracuse
University
• Microsoft Certified Professional
• Training as a Microsoft Certified
Systems Engineer
• Citrix Certified Administrator
• A+ Security Certified

SPECIALTIES
• Network Design, Configuration,
and Support
• IT Infrastructure Design,
Procurement, Implementation,
and Oversight
• IT Security
• IT Operations
Attachment A Agenda Report Page 29
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
28 | 44
Toby Soto
Senior GIS Consultant
Toby Soto has 26 years of GIS experience in the local government sector. Toby’s previous GIS positions in local government provide clients with tremendous GIS implementation and integration experience. He understands the link between Business Unit GIS needs, technical requirements, and a practical, cost-effective GIS strategy. Toby is an industry expert in GIS Leadership and Management and regularly publishes GIS-related articles and resources. He also hosts monthly webinars addressing GIS managers’ pain points and best practices.

Highlights
• Esri SAG Award with the City of Anaheim GIS
• 2011 Implemented Project ViewFinder Application saving the City of Anaheim $100,000 per year in repaving cost
• Extensive GIS presentations at Esri’s User Conferences, Meetups, User Groups, Podcasts, and Webinars
• Former Orange County GIS Users Group Coordinator
• Multiple Local Government GIS Implementations and Implementations • Former IT Manager, City of Lake Elsinore
• Former Chief of Technical Information, Wester Riverside County Regional Conservation Authority
Project Experience
• Process Streamlining and Redefinition
• Process Workflow Creation
• Software Configuration and
Troubleshooting
• Project Management
• GIS Strategy and Organization
Development
• GIS Policy Development
• Open Data Strategy
Development
• Business Process Analysis
• Web/Cloud-Based Technology
and Workflow Optimization
• GIS ROI Analysis
• GIS Web App Development
• Citizen Access GIS Web Maps
Development
• GIS Migration and Workflow
Development
• ETL Conversions
• Cognos and Crystal Reports
• GIS Enterprise Application
Integrations
• Implementation and Maintenance
of Online GIS Services
• Database Administration
• GIS Budget Development
• GIS Leadership Coaching and
Mentoring
• Server Management
• Network Analysis and
Maintenance
• CIP Project Tracking
Agency Experience
Town of Windsor
City of Anaheim
City of Azusa
City of Brisbane
City of Carlsbad
City of Diamond Bar
City of Larkspur
City of Lake Elsinore
City of Pflugerville
City of Piedmont
City of Pinole
City of Rancho
Cucamonga
City of Rancho Mirage
City of Riverside
City of Salinas
City of San Clemente
City of Sandpoint
City of Simi Valley
City of Vacaville
City of West Sacramento
City of Wood Dale
Village of Oswego
Riverside County
Mendocino County
Four Rivers Sanitation
Authority
Western Riverside County
Regional Conservation
Authority
Disneyland (GIS
Programmer/Analyst –
Water/Electric utilities)

EDUCATION
• CSU Fullerton

SPECIALTIES
• GIS Strategic Planning
• GIS Implementation
• GIS Integration
• GIS Web Development
• GIS Mobile Applications
• Open Data/ Philanthropy
Attachment A Agenda Report Page 30
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OPTIMAL TECHNOLOGY GUIDANCE
29 | 44
Jamie T. Shell, PMP
Director, Enterprise Applications Consulting
Jamie Shell has over 25 years of public sector experience, including 10 years working in local government finance (Finance Director) and over 15 years assisting local governments with various information technology needs. He specializes in working with organizations to identify their strategic, organizational, application, and functional requirements to determine which system and/or specific applications are a proper fit for both the agency and the vendor.

Jamie's background in local government finance, project management, and software implementation has allowed him to work jointly with C-level executives, agency/department heads, and staff to maximize their technology utilization.

Having worked in government and as an enterprise software provider, Jamie brings a unique understanding of the perspectives of both the agency and software vendors.

Highlights
• Former municipal Finance Director
• Served as President of the Eastern Kansas Government Finance Officers Association (2005)
• Former manager of Client Services with one of the largest government ERP vendors
• Former manager of Professional Services with another major government ERP vendors
• Successfully managed onsite and remote projects for over 50 publicsector agencies throughout the United States Agency Experience
Town of Cary
Town of New Canaan
Town of Isle of Palms
Town of Prescott Valley
Town of Vail
Town of Windsor
City of Alpharetta
City of Atlanta
City of Barrie
City of Batavia
City of Battle Ground
City of Bentonville
City of Branson
City of Carlsbad
City of Cedar Hill
City of Chattanooga
City of Clovis
City of Coronado
City of Dubuque
City of East Point
City of Edmonton
City of Elgin
City of Elmhurst
City of Evanston
City of Flagstaff
City of Fort Collins
City of Gallup
City of Glendora
City of Grand Rapids
City of Henderson
City of High Point
City of Hoover
City of Indianapolis/
Marion County
City of Kansas City
City of Medford
City of Memphis
City of Mesa
City of Miami
City of Minden
City of Naperville
City of New Port Richey
City of Norco
City of Oviedo
City of Pacifica
City of Palm Desert
City of Pearland
City of Piedmont
City of Port Angeles
City of Poulsbo
City of Prescott
City of Richmond
City of Salinas
City of San Bernardino
City of Simi Valley
City of St. Petersburg
City of South Gate
City of Stockton
City of Tyler
City of Vacaville
City of West Covina
City of West Hollywood
City of West Lafayette
City of West
Sacramento
City of Wilmington
City of Wilton Manors
City of Woodside
County of Clermont
County of Cook
County of Denton
County of Douglas
County of Kauai
County of Mendocino
County of Nassau
County of New Castle
County of Ramsey
County of San Juan
County of San Mateo
Village of Lincolnwood
State of New Jersey
State of New Mexico
California State
Auditor's Office
California State
Controller's Office
California Office of
Emergency Services
Ewing Marion Kauffman
Foundation
Province of Nova Scotia
State of Hawaii
Campaign Spending
Commission
State of Massachusetts
Comptroller's Office
State of Maine Treasurer's
Office
State of Michigan
Administrative Office of
Courts
State of Rhode Island
Treasurer's Office
State of Virginia Dept of
Rail & Public
Transportation
Ewing Marion Kauffman
Foundation
Castaic Lake Water
Agency
Coachella Valley Water
District
Commodities Futures
Trading Commission
Cucamonga Valley Water
District
Four Rivers Sanitation
Authority
West County Wastewater
District
Jurupa CSD

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Project Management
Professional (PMP)
• Bachelor of Science in
Business Administration
and Accounting – Missouri
Western State University

SPECIALTIES
• Certified Prosci Change
Management Practitioner
• Business Process
Reviews
• Applications
Requirements Definition
• Enterprise Applications
Architecture
• Current System Needs
Analysis and Improvement
• New Software Selection
Assistance
• Technology Master
Planning
• Project Management and
Oversight
• Conversion Assistance
and Planning
• Contract Reviews and
Negotiations
Attachment A Agenda Report Page 31
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CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
30 | 44
Tatjana Meser
Director, Enterprise Applications Consulting
Tatjana Meser has over eight years of experience with local government agency software implementations. Her in-depth experience with software configuration, business analysis, and user needs assessment allows Tatjana to oversee project implementations of standard and customized software successfully.

Skilled in all facets of the project life cycle for application software, she has experience with functional and technical requirements development, gap analysis, system analysis, design, specifications, unit and system testing, implementation planning, execution, lessons learned, and system documentation.

These business improvement and process consistency efforts have created significant cost savings through move-efficient business processes and have reduced overall implementation costs.

Having worked with numerous government agencies as a vendor, Tatjana also brings an understanding, perspective, and ability to manage all the parties necessary for delivering lasting operational success.

Highlights
• Project oversight and management services for multiple community development implementations with custom
integration to financial, tax, and business licensing systems • Industry experience includes work with City and County agencies
Agency Experience
Town of Windsor
City of Batavia
City of Beaumont
City of Carlsbad
City of Corona
City of Coronado
City of Escondido
City of Fairfield
City of Fontana
City of Glendora
City of Greenville
City of Hesperia
City of Idaho Falls
City of Keller
City of Key West
City of Lakeland
City of Larkspur
City of Mill Valley
City of Mission Viejo
City of Monrovia
City of Newark
City of Oceanside
City of Palm Desert
City of Palmdale
City of Piedmont
City of Pinole
City of Pismo Beach
City of Rancho Palos Verdes
City of Rocklin
City of Salinas
City of San Bernardino
City of San Clemente
City of St. Cloud
City of St. Paul
City of Vacaville
City of Vallejo
City of West Covina
City of West Sacramento
City of Wood Dale
Village of Lincolnwood
Village of Oswego
Village of River Forest
Village of Westmont
County of Butte
County of Calaveras County
County of Mendocino
County of Shasta
County of Yuba
County of Hanover

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Arts in International
Studies – UC San Diego
• Project Management Institute
Member – Inland Empire Chapter

SPECIALTIES
• Project Management
• Conversion, Interface Planning,
and Implementation Support
• Understanding of public sector
departmental operations and
application systems
• Workflow analysis and mapping
• Business Process Redesign
• System Configuration and
Training
• Test and Go Live Plan Creation
I just wanted to say that I thought the
training sessions were very
informative and clear, and I learned a
lot from it. I appreciate your time
spent to train us. Thank you so much!
—Account Clerk
CA Municipality
Attachment A Agenda Report Page 32
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CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
31 | 44
Alicia Burns, PMP, CSP-PO, CSM
Management Consultant
Alicia Burns has over 15 years of experience implementing ERP systems for private and public sectors. Her education and experience in implementation have allowed her to obtain knowledge in implementation planning, business process analysis and consulting, system analysis and design, user acceptance testing planning and assistance, end-user training planning, go-live planning, and technical and functional specifications.

Alicia’s implementation career began as a payroll functional lead on the client side of an ERP implementation for a company with 6,000 employees spread across multiple states. She jumped to full-time software implementations for a major private enterprise distributer and transitioned to supporting the public sector thereafter.

As she is skilled in Agile project management methodologies, Alicia values client involvement and open communication about projects. She can navigate through the twists that a software implementation can bring.

Alicia’s tenure at a major government enterprise software provider allows her to assess business needs, track project flow, and assist clients in developing best practice solutions.

Alicia is committed to delivering high-quality work that meets or exceeds client expectations.

Highlights
• Multi-phased ERP application implementations
• In-depth knowledge of various payroll/HR platforms
• Well-versed in Agile project management methodologies Agency Experience
City of Alameda
City of Burlingame
City of Cathedral City
City of Coronado
City of Diamond Bar
City of Dublin
City of Dublin
City of Farmers Branch
City of Fontana
City of Gilroy
City of Great Falls
City of Hanford
City of Independence
City of Lancaster
City of Lemoore
City of Long Beach
City of Long Beach Harbor
City of Oxnard
City of Petaluma
City of Piedmont
City of Port Hueneme
City of Redlands
City of Richland
City of Richmond
City of Rohnert Park
City of Yorba Linda
County of Lassen
County of Mendocino
East Side Union Highschool District
Muskogee Creek Nation
Muskogee Creek Nation Tribal
Health
Maricopa Association of
Governments
San Diego Association of
Governments
City of Nampa
Helix Water District
Santa Margarita Water District
San Bernadino Municipal Water
District
Desert Water Agency
Golden Gate Bridge, Highway, and
Transportation District

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Science Information
Technology Management – Cal
State East Bay
• Bachelor of Science Business
Operations and Resource
Management Cal State – East
Bay
• Project Management
Professional (PMP) – PMI
• Certified Scrum Professional –
Product Owner (CPOSP) – Six
Sigma
• Certified Scrum Master

SPECIALTIES
• Project Management
• Business Process Review
• Implementation planning
• Go-live planning
• Best Practice
• Creative Solutions
Attachment A Agenda Report Page 33
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
32 | 44
Cyndi Hoxie
Management Consultant
Cyndi Hoxie has over 30 years of Public Sector experience, including 15 years in municipal government Building and Code Enforcement.

She has spent over 19 years assisting agencies with land management enterprise application systems, with her last position as a product owner of a mid-tier land management software representing the software needs of government agencies nationwide.

Cyndi’s applications experience ranges from being a frontline, daily land management software user to extensive applications support and software implementor and project manager of software
implementations. Her diverse experiences allowed her to represent clients’ needs and drive the development of land management software with the end user in mind. Cyndi now utilizes her vast land management systems knowledge to provide agencies with hands-on applications support, maintenance, data management, reporting writing, training, and consulting advisory.

Highlights
• Experience with planning, permitting, inspections, code enforcement, and tax and licensing processes
• Project oversight and management services for multiple community development implementations
• Experience with custom integrations specifically for financial, tax, and business licensing systems
• Business process gap analysis and workflow documentation • Extensive knowledge of business and technical processes pertaining to enterprise applications
Agency Experience
Town of Davie
Town of Lady Lake
Town of Los Altos Hills
Town of Normal
Town of Windsor
City of Aurora
City of Aventura
City of Bakersfield
City of Boynton Beach
City of Brentwood
City of Broken Arrow
City of Carlsbad
City of Cary
City of Champaign
City of College Station
City of Coral Springs
City of Crestview
City of Delray Beach
City of Folsom
City of Fresno
City of Grand Prairie
City of Greenville
City of Gresham
City of Las Vegas
City of Los Altos
City of Manchester
City of Marietta
City of Miami Springs
City of Mission Viejo
City of Newberg
City of Norfolk
City of North Port
City of Novato
City of Oswego
City of Pearland
City of Piedmont
City of Pinole
City of Plano
City of Pompano Beach
City of Rio Rancho
City of St. Cloud
City of St. Helena
City of St. Petersburg
City of Salinas
City of San Bernardino
City of San Clemente
City of Solana Beach
City of Tamarac
City of West Palm Beach
City of Winter Haven
Village of Lincolnwood
County of Butte
County of Hanover
County of Mendocino

CREDENTIALS
• Certified Scrum Product Owner

SPECIALTIES
• Project Management
• Conversion, Interface Planning,
and Implementation Support
• Understanding of public sector
departmental operations and
application systems
• Workflow analysis and mapping
• System Configuration and
Training
• Test and Go Live Plan Creation
Cyndi, Thank you so much for
accomplishing this huge task in a
short period of time! We would not
have been able to do this without you.
—City Manager
CA Municipality
Attachment A Agenda Report Page 34
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OPTIMAL TECHNOLOGY GUIDANCE
33 | 44
Janet Federico, MBA
Management Consultant
Janet Federico has over 11 years of experience with local and federal government agency software implementations. Her in-depth experience with software configuration, business analysis, and user needs assessment allows her to oversee project implementations of standard and customized software successfully.

Skilled in all facets of the project life cycle for application software, she has experience with functional and technical requirements development, gap analysis, system analysis, design, specifications, unit and system testing, implementation planning, execution, lessons learned, and system documentation.

Janet also has over six years of experience working with organizations to identify their strategic, organizational, application, and functional requirements to determine which system and/or specific applications are a proper fit for the agency and vendor.

Additionally, having worked for a leading local government enterprise software provider, Janet brings a strong understanding of software implementation, consulting, process knowledge, and functional knowledge, along with clients’ needs and concerns throughout and post-implementation.

Highlights
• Multi-phased agency-wide software implementations
• Extensive knowledge of business and technical processes pertaining to enterprise applications
Agency Experience
Town of Windsor
Town of Woodside
City of Batavia
City of Bartlesville
City of Bentonville
City of Carlsbad
City of Clovis
City of Coronado
City of Corvallis
City of Decatur
City of Fort Smith
City of Glendora
City of High Point
City of Highland Park
City of Hutchinson
City of Hutto
City of San Bernardino
City of Tulsa
City of Westmont
City of West Sacramento
City of Wichita
City of Wilton Manors
City of Wisconsin Springs
City of Wood Dale
Village of Hinsdale
Village of Orland Park County of
Champaign
County of Collin
County of Denton
County of Lassen
County of Mendocino
County of Minnehaha
County of St. Joseph
East Bay Regional Park District
Jurupa Community Services District
Los Angeles County Development Authority
State of Texas (DFPS)

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Master of Business
Administration – Ellis College
• Bachelor of Science in Applied
Management – Kaplan University

SPECIALTIES
• Project Management
• Conversion, Interface Planning,
and Implementation Support
• Understanding of public sector
departmental operations and
application systems
• Workflow analysis and mapping
• Business Process Redesign
• System Configuration and
Training
• Test and Go Live Plan Creation
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Michael Truncale
Enterprise Applications Senior Management Consultant
Michael Truncale has over 14 years of experience working directly with municipalities and government agencies with software implementations. His experience includes business process assessments, project planning, software implementation, application configuration, custom integrations, scoping customization needs, managing multiple teams across disciplines, process documentation, and project management related to enterprise applications.

Having worked for a leading local government enterprise software provider, Michael brings a strong understanding of software implementation, consulting, process knowledge, and functional knowledge, along with customer needs and concerns throughout and post-implementation.

Michael’s in-depth agency process knowledge, technical and functional background, and passion for helping people enable him to identify process gaps and quickly provide quantifiable solutions easily.

Highlights
• Business process gap analysis
• Multi-phased agency-wide software implementations
• Extensive knowledge of business and technical processes pertaining to enterprise applications
• Facilitator between C-level and functional roles
Agency Experience
Town of Castle Rock
Town of Flower Mound
Town of Parker
Town of Windsor
Town of Woodside City of Ann Arbor
City of Bellingham
City of Brentwood
City of Bryan
City of Canton
City of Carlsbad
City of College Station
City of Colleyville
City of East Palo Alto
City of Edmond
City of Emeryville
City of Elk Grove
City of Escondido
City of Gladstone
City of Glendora
City of Golden
City of Greeley
City of Greer
City of Helena
City of Larkspur
City of Medford
City of Norwalk
City of Novato
City of Pearland
City of Pflugerville
City of Piedmont
City of Poway
City of Prescott
City of Round Rock
City of Sammamish
City of San Clemente
City of San Marcos
City of Tracy
City of Tukwila
City of Vacaville
City of Walla Walla
City of West Covina
City of Westminster
City of Wildwood
Butte County
Glenn County
Hanover County
Lewis and Clark County
Lincoln County
Manatee County
Mendocino County
Nassau County
Spotsylvania County
Summit County
Yuma County

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Arts in Business
Administration – California State
University of San Marcos
• Project Management Institute
Member – San Diego Chapter

SPECIALTIES
• Project Management
• Implementation Project
Management
• Business Process Reviews
• Current System Needs Analysis
and Improvement
• Project Management Oversight
• Conversion, Interface Planning,
and Implementation Support
• Understanding of public sector
departmental operations and
application systems
• Workflow analysis and mapping
• Business Process Redesign
• System Configuration and
Training
• Test and Go-Live Plan Creation
Michael…the speed of this delivery is
amazing and the deliverable is just so
clean. Well done. I’m looking forward to
working more with you.
—Senior Information Systems
Analyst
CA Municipality
First of all, great work. You are an elite
communicator. It’s honestly your best
skill and to be clear you are top notch in
everything else.
—Senior Information Systems
Analyst
CA Municipality
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Appendix A: Practice Area Highlights
The following section includes additional information that would be essential to the proper evaluation of ClientFirst’s response to this request for qualifications. ClientFirst is uniquely positioned for this engagement due to our diversified technology consulting disciplines and our hands-on project types that we routinely provide to our many government client agencies.

IT Infrastructure Consulting
A core competency of ClientFirst is the design and implementation of digital infrastructure. We have ongoing projects that include pre-construction planning, structured connectivity system design, outside plant fiber design, network design, resiliency upgrades, implementation, support, and maintenance. This includes design and implementation of the following elements:
• Networks
• Hyperconverged and Virtual Environments
• Cloud Computing
• Video Surveillance Systems
• Door Access Control Systems
• Structured Connectivity Systems
• Outside Plant Fiber Optic Design
• Disaster Recovery and Redundant Systems
• Secure Networks for Public Safety Applications
• Cybersecurity
• Public Safety Communications
• Unified Messaging Design, Selection, and Implementation • IoT Networks
We work with each client to design, procure, and implement the appropriate solution according to their unique requirements. We have significant experience with Public Works bid projects in addition to the more traditional RFP and vendor selection methodologies.

For Public Works bid projects, we provide
ongoing contract administration expertise in
conjunction with the Public Works Department.

We utilize a traditional American Institute of
Architects (AIA) methodology for these projects,
including cut sheet review and approval, weekly
project meetings, multiple site visits (as needed),
punch lists, and documentation close-out.

From the beginning, I was
impressed with how inclusive the
process has been. I’ve never been
associated with such a
collaborative, cooperative, and
engaged project. Outstanding
process.
— City Manager
Software Selection
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Often, we are asked by our clients to provide implementation project management for complex multi-vendor infrastructure upgrades. We utilize traditional project management methodologies to develop, track, and, if necessary, expedite these projects. We work with our clients to establish realistic completion dates and then work to resolve any issues encountered during the project in a time-sensitive way. The projects we manage are completed on budget and within the timeframes provided by the client.

Project Management Services
One of ClientFirst's key differentiators is that, in addition to providing highly skilled technicians, we provide our clients with tremendously experienced Project Managers. These individuals work with public agencies over 75% of their time and have extensive knowledge of industry best practices. This combination of knowledge and experience has resulted in success stories from IT departments across the country.

Our IT Management practice area works with clients to improve the quality of their IT management and service delivery. We apply our knowledge in this area to each of our client's situations and customize our management style to fit their specific needs.

We provide our clients with a complete project management methodology that improves communication and delivery of services and lays the groundwork for high-quality, low-cost solutions that meet the City's needs.

Because we are a full-service, independent consulting firm, we can provide non-biased expertise in all areas of information technology.

Our methodology includes:
• Strategic Planning – Maintaining a
Five-Year Strategic Plan and
Capital Replacement Plan
• Project Planning – Planning and
executing individual projects on time
and within budget
• Budgeting – Working with our
client to maintain their IT budget
and meet budgetary goals
• Regular Communications –
Communicating upcoming goals,
objectives, and IT support status
through monthly or quarterly IT committee meetings
• Rapid Escalation – Rapidly escalating critical problems within ClientFirst so the right subject-matter expert can be engaged to resolve the problem quickly and efficiently • Attention to Detail – Working to maintain accurate documentation and track maintenance and vendor contracts and software licenses to ensure that there are no surprises in these often-overlooked areas
• Regular Measurement – Measuring our accomplishments monthly and working to improve our performance
• Productivity Improvement – Continually assessing areas for improved business processes rather than simply maintaining existing systems
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Telecommunications and Unified Communications Consulting ClientFirst's unified communications consulting practice provides multi-channel communications solutions design and procurement assistance for clients who are ready to move beyond traditional telephony services.

Our staff is unique in the telecommunications consulting industry, providing agencies with digital communications platforms that can be used to support multi-channel call center solutions. We provide our clients with a focused, experienced, and innovative team of professionals.

We provide a wide breadth of professional services that include:
• Systems evaluation and assessments
• Unified Communications system management projects
• VoIP (Voice-over-Internet Protocol) readiness reviews and assessments
• Telecom billing audits and cost reviews
• Strategic digital communications planning
• Systems design and alternative analysis
• Business continuation planning and disaster recovery planning • Call center planning and design
• Competitive system and vendor selection
• Project management and implementation projects
ClientFirst is recognized nationally by many of the industry's leading vendors because they appreciate the fairness and objectivity we demonstrate when dealing with their organizations.

This high level of visibility results in the best competitive proposals in response to ClientFirst's RFP documents and provides the information our clients need to make informed decisions and realize the best value for their purchasing dollar.

I have never seen such professionalism and thoroughness in managing an RFP as I have with ClientFirst. Whether or not we win this contract, I would be happy to provide a reference if you ever need it. — Vendor
Vendor Selection Assistance
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Geographic Information System (GIS) Master Planning
ClientFirst assists in helping to develop improvements in Geographic Information Systems (GIS). With the ever-evolving use of technology in agency decision-making, the importance of GIS systems cannot be understated. Choosing sites, maintaining assets, planning distribution networks, drawing boundaries, capturing data, and other activities involve questions of geography and special imagery.

GIS Master Planning sets forth procedures and methods used to determine where an agency envisions going with GIS in the future, which can include:
• Improvements to the GIS Enterprise
• Evaluating potential data sources and data needs
• Evaluating hardware and software solutions
• Updating and standardizing GIS databases
• Developing additional GIS applications
• Creating or improving interfaces to enterprise application systems
• Improved GIS data accuracy or granularity
• Staffing requirements
• Prioritized resource requirements
• Planning for the long-term maintenance of the GIS
system and the data
• Development of a GIS-specific budget tied to the various elements or initiatives within the GIS Master Plan
GIS has become a basic building block for many enterprise applications and is incorporated into all ClientFirst Technology Planning engagements.

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Fiber-Optic Cabling
ClientFirst understands the need for a reliable fiber-optic cable infrastructure, especially with remote work becoming more common and thus the need for more reliable communications connections.

Fiber optic planning can provide guidelines for the design, construction, implementation, maintenance, regulation, and funding of an agency's fiber optics assets and related technologies. We work to help each client review their existing fiber-optic cable plant and its use. We are then able to create a guide regarding the development and utilization of this important infrastructure resource using the following approach:
• Site Visits and Existing Conditions Review
• Interview Stakeholder Departments
• Contract and Installation Q & A
• Research Alternatives and Potential
Opportunities
• Identify Potential Business Opportunities
• Develop Broadband Installation Standards
• Resiliency Recommendations
• Identify Ongoing Maintenance
Recommendations
• Identify Potential Funding/Joint Partnership Ideas
• Develop a Report and Budget Plan
• Workshop Discussion
In addition to evaluating the fiber-optic needs of an organization and developing strategies to address those needs, we design and administer inside-plant and outside-plant fiber-optic cabling installations for our clients.

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Enterprise Applications Consulting
ClientFirst has what we believe is a unique approach to Enterprise Applications consulting. Our Enterprise Application Consulting practice has expanded over the years and is now comprised of, but not limited to, the following elements:
• Process Review/Improvement, Assessment, and Business Case Justification • Selection Services, including RFP development, proposal analysis, demonstration management, due diligence, and
contract negotiation
• Implementation Project Management,
including all phases of implementation.

This process includes ensuring all
manual processes are improved, paper
is eliminated, and internal and external
customers receive services electronically
and have access to information.
• Post-implementation review to ensure
objectives/goals and utilization levels
were met, including a plan to close any
identified post-implementation gaps.
• Implementation Rescue Projects – We
have the history and ability to assess
enterprise application implementations
that have become challenged or gone off
the rails. Through analysis, we determine
the problem(s) so implementation
management best practices can be
applied and the project can be put on a
successful path. This may often include
intermediary services to address problem
issues with the existing vendor.
• Application Gap Analysis and Utilization Improvement for existing enterprise applications that are viable but require reconfiguration and setup, training, or other needs • Integration – between applications, with tools (ECMS, GIS, Field-Based mobiles), desktop/office applications, external entities (payment processors, banks, PERS, etc.), and much more.
• Review of the Technology Department's application support resources, including staff inventory, staff availability, skill sets, etc.

In years past, it was typical to see the largest line item in an organization's IT budget was related to hardware infrastructure and the staff to support this hardware (servers, desktops, printers, servers, network equipment, etc.) In many cases, cities have seen their Software Application budget line items grow. Often, Technology Departments have not adjusted to address this change and are now adding more Application Software Business Analysts to their organizations to support the expanding software needs and demands of the user community.

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This growth in software is the result of an organization's need to eliminate manual and paperbased processes to use software to gain efficiencies and increase productivity, but it is also to improve public access and to provide electronic services to the public. This also includes access and electronic services to internal customers (employees), as well as access to information and services for management, leadership, and elected officials to improve effective decision-making.

Our specialization in local government and cities provides an in-depth knowledge of all the related local government operations and applications and the vendors that provide them.

From the beginning of our software
selection process, I was impressed
with how inclusive the process has
been. I’ve never been associated
with such a collaborative,
cooperative, and engaged project.

Outstanding process.
—City Manager
Software Selection
The level of detail ClientFirst
explored in our software project
was extremely valuable. We had
attempted to do the same effort a
few years ago, and there was no
comparison. Through a needs
assessment process, ClientFirst
collected a tremendous amount
of valuable details.
—IT Coordinator
Software Selection
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Appendix B: Government Agency
Case Studies
The following case studies are California agencies that ClientFirst has worked with to transform their technology environments digitally. These case studies began with Technology Master Planning. The cities’ technology governance and commitment at all levels, including their city councils, has since resulted in significant digital transformation that has improved internal business department process, management decision-making, transparency, citizen services, and citizen engagement. Also provided separately is a sample Information Technology Plan recently completed for another California municipality.

Mendocino County
Project Background
ClientFirst started with a County-wide Technology Master Plan and Roadmap to digitally transform the County and its operations. Other following projects have included:
• Technology Plan development and funding
• Technology Plan management and semi-annual plan updates in conjunction with mid-year and annual Board of Supervisors budget workshops
• Initial risk mitigation projects to increase resiliency of critical systems • Emergency Operations Center redesign and refresh of EOC technology and equipment (Phase 1 & 2)
• Public Safety Cabling and Fiber Optic Improvements
• Public Safety and Radio Data Center Space Planning
• Detailed public safety County-wide radio assessment, cost analysis, and successful funding request
• Fiber Optic Systems Upgrades
• Procurement Business Process Review and Improvements
• Cannabis Permit and Licensing Process Improvements Efficiency Study • Budgeting Process Improvements
• Point Arena Radio & Microwave Project Management (Improved Public Safety Radio Resiliency)
• County-Wide Radio and Broadband Upgrade Project Management • Property Tax System Assessment and Project Restart
• Property Tax System Implementation Oversight
• Cannabis Permits & License Business Process Review and Improvements • Cannabis E-Permitting
• Cybersecurity Roadmap and Board Presentation
• Network Upgrade RFP & Project Management Assistance
• IT Strategic Advisory Services
• IT staffing and staff roadmap to support digital transformation and Board goal of increased efficiency
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Description of Services Performed and Outcomes
ClientFirst was initially engaged to develop a multi-year Technology Master Plan and Roadmap.

The initial five-year plan is budgeted at over $20 million. The initial assessment also uncovered several high-risk areas. County management placed the project on hold, but immediately allocated $605K to mitigate many of those high-risk items. ClientFirst provided oversight and project management services for the implementation of these risk mitigation measures. The Board appropriated $1MM for Phase 1 projects and has subsequently appropriated over $1MM every six months for additional project work. ClientFirst provides oversight for approximately twenty-five Technology Master Plan projects. ClientFirst is also managing the Master Plan budget and project portfolio, with project additions and subtractions based on Board and Executive Office priorities.

In addition to managing the Technology Master Plan, ClientFirst provides detailed project management and vendor selection assistance for a wide range of projects. Implementation assistance is provided to augment staff for critical or high-profile projects such as E-Permitting (now implemented for about 65% of permit types), Cannabis business process improvements, public safety and emergency operations projects, preparations and replacement of a fragile endof-life tax system, and others.

Also, ClientFirst and Mendocino County jointly presented at the California Society of Municipal Finance Officers (CSMFO) on process improvements resulting from these digital transforming projects.

City of Rancho Mirage
Project Background
ClientFirst started with a citywide Technology Master Plan. We also jointly presented these transformation efforts at the annual California Society of Municipal Finance Officers (CSMFO) conference. Also, see attached published article on the City’s digital transformation efforts, City of Rancho Mirage Published Digital Transformation Article.

Other following projects have included:
• Technology Master Planning
• IT Organization Improvement Assistance
• Enterprise Software Needs Assessment
• ERP Selection and Contract Negotiations
• Audio Visual System Design, RFP, and Implementation Oversight • Contract Management Process Review and Improvements
• Disaster Recovery Planning Services
• Cybersecurity Assessment and Risk Mitigation
• EDMS Needs Assessment Services
• Electronic Mail Implementation Consulting Services
• IT Management Mentoring and Advisory Services
• Wireless Network Design – Amphitheater, Library, Park Spaces • Network Improvement Vendor Procurement
• Work Order/Asset Management Preliminary Assessment
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Description of Services Performed and Outcomes
ClientFirst developed a Technology Master Plan to address City’s desire to integrate and automate business applications in a secure manner. This project included working with ongoing City Council sub-committee. ClientFirst presented Plan to Council, and Council approved funding of the plan in its entirety. ClientFirst worked with City staff to upgrade technology infrastructure, resident connectedness, and applications improvement and integration. The Master Plan also included a comprehensive analysis of the IT human resources to ensure the City had the resources to maintain existing technology, implement new technology projects, and maintain the environment that would be put in place as part of the implementation of the Technology Master Plan. A significant piece of the future IT organizational structure included an increase in business analyst talent to help implement and support critical enterprise applications.

ClientFirst assisted with the ERP system selection, which was concluded on time and within budget. Departmental assistance was also provided for the selection of a new Contract Administration system.

Technical assistance was provided for the development of a Disaster Recovery Plan. ClientFirst worked with Departments to develop a prioritized recovery plan that met the needs of the City.

Attachment A Agenda Report Page 46
Consultant Services Agreement – ClientFirst Page 1

CONSULTANT SERVICES AGREEMENT

STRATEGIC INFORMATION TECHNOLOGY SERVICES
This AGREEMENT FOR CONSULTANT SERVICES ("Agreement") is entered into as of the December 18, 2023, by and between the City of Piedmont ("City"), a California municipal corporation, and ClientFirst, ("Consultant"), a California corporation, with reference to the following facts, understandings and intentions.

Recitals
WHEREAS, City desires to contract for strategic information technology services that support and advance the business operations of the City of Piedmont; and WHEREAS, the Consultant has demonstrated the skills and ability to provide such services described in Section 3 of this Agreement; and
WHEREAS, City desires to retain Consultant pursuant to this Agreement to provide the services described in Section 3 of this Agreement, subject to the terms and conditions of this Agreement.

Agreement
NOW, THEREFORE, in consideration of their mutual covenants, the parties hereto agree as follows:

1. Incorporation of Recitals. The recitals and all defined terms set forth above are hereby incorporated into this Agreement as if set forth herein in full.

2. Project Coordination. Authorized representatives shall represent City and Consultant in all matters pertaining to this Agreement.
a. City. The City Administrator or his/her designee shall represent City for all purposes under this Agreement, except where approval for the City is specifically required by the City Council, and shall have authority to supervise the progress and execution of this Agreement.
b. Consultant. The Consultant shall assign Tom Jakobsen responsibility for the overall progress and execution of this Agreement for Consultant.

3. Scope and Performance of Services.
a. Scope of Services. Subject to such policy direction and approvals as the City through its staff may determine from time to time, Consultant shall perform the services set out in the "Scope of Work" attached hereto as Exhibit A and incorporated herein by reference.
b. Time of Performance. The services of Consultant are to immediately commence upon execution of this Agreement and Consultant understands that time is of Attachment B Agenda Report Page 47
Consultant Services Agreement – ClientFirst Page 2
the essence when conducting the Scope of Work.
c. Standard of Quality. City relies upon the professional ability of Consultant as a material inducement to entering into this Agreement. All work performed by Consultant under this Agreement shall be performed 1) with due diligence, using its best efforts to perform and coordinate all activities in a timely manner; 2) in accordance with all applicable legal requirements; and 3) with the standard of quality ordinarily to be expected of competent professionals in Consultant's field of expertise. Consultant shall correct all errors made in the provision of services under this Agreement.

4. Compensation and Method of Payment.
a. Compensation. The compensation to be paid to Consultant, including both payment for professional services and reimbursable expenses, shall be at the rate and schedules attached hereto as Exhibit B, and incorporated herein by reference. However, in no event shall the amount City pays Consultant exceed Two Hundred Eighteen Thousand Forty Five Dollars ($218,045). Payment by City under this Agreement shall not be deemed a waiver of unsatisfactory work, even if such defects were known to the City at the time of payment. Payment shall be paid within 30 days of presentation of invoices based on services and costs incurred in the prior month.
b. Changes in Compensation. Consultant will not undertake any work that will incur costs in excess of the amount set forth in Section 4(A) of this Agreement without prior written amendment to this Agreement. City shall have the right to amend the Scope of Work within the Agreement by written notification to the Consultant. In such event, the compensation and time of performance shall be subject to renegotiation upon written demand of either party to the Agreement.

Consultant shall not commence any work exceeding the Scope of Work without prior written authorization from the City. Failure of the Consultant to secure City's written authorization for extra or changed work shall constitute a waiver of any and all right to adjustment in the contract price or time due, whether by way of compensation, restitution, quantum meruit, etc. for work done without the appropriate City authorization.
c. Taxes. Consultant shall pay all taxes, assessments and premiums under the federal Social Security Act, any applicable unemployment insurance contributions, Workers Compensation insurance premiums, sales taxes, use taxes, personal property taxes, or other taxes or assessments now or hereafter in effect and payable by reason of or in connection with the services to be performed by Consultant.
d. No Overtime or Premium Pay. Consultant shall receive no premium or enhanced pay for work normally understood as overtime, i.e., hours that exceed forty (40) Attachment B Agenda Report Page 48
Consultant Services Agreement – ClientFirst Page 3
hours per work week, or work performed during non‐standard business hours, such as in the evenings or on weekends. Consultant shall not receive a premium or enhanced pay for work performed on a recognized holiday. Consultant shall not receive paid time off for days not worked, whether it be in the form of sick leave, administrative leave, or for any other form of absence. e. Litigation Support. Consultant agrees to testify at City's request if litigation is brought against City in connection with Consultant's work product. Unless the action is brought by Consultant or is based upon Consultant's negligence, City will compensate Consultant for the preparation and the testimony at Consultant's standard hourly rates, if requested by City and not part of the litigation brought by City against Consultant.

5. Term. This Agreement shall commence as of the date first above written and shall continue in full force and effect, amended pursuant to Section 19, or otherwise terminated as provided herein.

6. Inspection. Consultant shall furnish City with every reasonable opportunity for City to ascertain that the services of Consultant are being performed in accordance with the requirements and intentions of this Agreement. All work done and all materials furnished, if any, shall be subject to the City's inspection and approval. The inspection of such work shall not relieve Consultant of any of its obligations to fulfill the Agreement as prescribed.

7. Ownership of Documents. Title, including the copyright and all intellectual property rights, to all plans, specifications, maps, estimates, reports, manuscripts, drawings, descriptions, designs, data, photographs, reports and any other final work products compiled, prepared or obtained by the Consultant under the Agreement shall be the prope1ty of Consultant. Consultant agrees not to disclose or discuss any information gathered, discussed or generated in any way through this Agreement without the written permission of City during the term of this Agreement, unless required by law.

8. Employment of Other Consultants, Specialists or Experts. Consultant will not employ or otherwise incur an obligation to pay other consultants, specialists or experts for services in connection with this Agreement without the prior written approval of the City.

9. Conflict of Interest Requirements.
a. Consultant covenants and represents that neither it, nor any officer or principal of its firm, has, or shall acquire any investment, income, business entity, interest in real property, or other interest, directly or indirectly, which would conflict in any manner with the interests of City, hinder Consultant's performance of services under this Agreement, or be affected in any manner or degree by performance of Consultant's services hereunder. Consultant further covenants that in the performance of the Agreement, no person having any such interest Attachment B Agenda Report Page 49
Consultant Services Agreement – ClientFirst Page 4
shall be employed by it as an officer, employee, agent, or subcontractor without the express written consent of the City. Consultant agrees at all times to avoid conflicts of interest, or the appearance of any conflicts of interest, with the interests of the City in the performance of the Agreement. b. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
(1) will not have the power to make any governmental decision, including whether to: approve any rates, rules, regulations, policies, standards, or guidelines of the City or any of its subdivisions; adopt or enforce any laws; issue, deny, suspend, or revoke any permit, license, application, certificate, order, or any similar authorization or entitlement; authorize, modify, or renew any form of City contract; grant approval to any City contract specifications on behalf of the City; or grant City approval for any plans, designs, reports, or similar; and
(2) will not participate in the making of any governmental decision in the equivalent of a staff capacity ‐ for the purposes of this provision, "participating in a governmental decision" including providing information, an opinion, or a recommendation directly to any person at the City empowered to make a decision on behalf of the City without significant intervening substantive review; and
(3) will not perform the same duties for the City that would otherwise be performed by a staff member required to report under the City's conflict of interest code. (2 Cal. Code Regs. § 18700.3.)

10. Liability of Members and Employees of City. No member of the City and no other officer, elected official, employee or agent of the City shall be personally liable to Consultant or otherwise in the event of any default or breach of the City, or for any amount which may become due to Consultant or any successor in interest, or for any obligations directly or indirectly incurred under the terms of this Agreement. To the maximum extent permitted by law, the City shall have no liability or responsibility for any accident, loss, or damage to any work performed under this Agreement whether prior to its completion or acceptance or otherwise.

11. Indemnity.
a. Indemnification. To the fullest extent permitted by law, Consultant shall, at its own expense, indemnify, protect, defend (by counsel reasonably satisfactory to the City) and hold harmless City and any and all of its officers, officials, employees, agents and volunteers ("Indemnified Parties") from and against any and all liability (including liability for claims, demands, damages, obligations, suits, actions, arbitration proceedings, administrative proceedings, Attachment B Agenda Report Page 50
Consultant Services Agreement – ClientFirst Page 5
regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorneys' fees and costs, court costs, interest, defense costs and expert witness fees) of any nature ("Liability"), whether actual, alleged or threatened, which arise out of, pertain to, or relate to the performance or failure to comply with this Agreement, regardless of any fault or alleged fault of the Indemnified Parties. The only exception to Consultant's responsibility to indemnify, protect, defend, and hold harmless the Indemnified Parties from Liability is due to the willful misconduct of City or its elective or appointive boards, officers, agents and employees.
b. Scope of Obligation. Consultant's duty to indemnify, protect, defend and hold harmless as set forth in this Section 11 shall include the duty to defend (by counsel reasonably satisfactory to the City) as set forth in California Civil Code § 2778. This indemnification obligation is not limited in any way by any limitation on the amount or type of damages or compensation payable by or for Consultant under worker's compensation, disability or other employee benefit acts or the terms, applicability or limitations of any insurance held or provided by Consultant and shall continue to bind the parties after termination/completion of this agreement. This indemnification shall be regardless of and not in any way limited by the insurance requirements of this contract. This indemnification is for the full period of time allowed by law and shall survive the termination of this agreement. Consultant waives any and all rights to express or implied indemnity against the Indemnified Parties concerning any Liability of the Consultant arising out of or in connection with the Agreement or Consultant's failure to comply with any of the terms of this Agreement.
c. Independent Contractor. It is expressly agreed that Consultant, in the performance of the work and services agreed to be performed by Consultant, shall act as and be an independent contractor and not an agent or employee of City and shall have responsibility for and control over the details and means of providing its services under this Agreement. Consultant shall furnish, at its own expense, all labor, materials, equipment, tools, transportation and services necessary for the successful completion of the services under this Agreement. As an independent contractor, Consultant shall obtain no rights to retirement benefits or other benefits which accrue to City's employees, and Consultant hereby expressly waives any claim it may have to any such rights. Consultant, its officers, employees and agents shall not have any power to bind or commit the City to any decision.

12. Compliance with Laws.
a. General. Consultant shall use the standard of care in its profession to comply with all applicable federal, state, and local laws, codes, ordinances, and regulations. Consultant represents and warrants to City that it has and shall, at its sole cost and expense, keep in effect or obtain at all times during the term of Attachment B Agenda Report Page 51
Consultant Services Agreement – ClientFirst Page 6
this Agreement any licenses, permits, insurance and approvals which are legally required for Consultant to practice its profession. City is not responsible or liable for Consultant's failure to comply with any or all of the requirements contained in this paragraph or in this Agreement.
b. Workers' Compensation. Consultant certifies that it is aware of the provisions of the California Labor Code which require every employee to be insured against liability for workers' compensation or to undertake self‐insurance in accordance with the provisions of that Code, and Consultant certifies that it will comply with such provisions before commencing performance of the Agreement and at all times in the performance of the Agreement.
c. Injury and Illness Prevention Program. Consultant certifies that it is aware of and has complied with the provisions of California Labor Code § 6401.7, which requires every employer to adopt a written injury and illness prevention program.
d. Business Licenses. Unless exempt by law, Consultant shall have acquired, at Consultant's expense, a business license from the City in accordance with Chapter 5.04 of the Piedmont Municipal Code, prior to City's issuance of an authorization to proceed with the Services. Such license(s) shall be kept valid throughout the term of this Agreement. City may withhold compensation from Consultant until such time as Consultant complies with this section.

13. Confidential Information. All data, documents, discussions or other information developed or received by or for Consultant in performance of this Agreement are confidential and not to be disclosed to any person except as authorized by City, or as required by law.

14. Assignment; Subcontractors; Employees.
a. Assignment. Consultant shall not assign, delegate, transfer, or convey its duties, responsibilities, or interests in this Agreement or any right, title, obligation, or interest in or to the same or any pa1t thereof without the City's prior written consent, which shall be in the City's sole discretion. Any assignment without such approval shall be void and, at the City's option, shall immediately cause this Agreement to terminate.

15. Insurance. Without limiting Consultant's indemnification provided herein, Consultant shall, at its own expense, procure and maintain insurance that complies with the requirements set forth in Exhibit C to this Agreement, which is attached hereto and incorporated by reference. Consultant shall upon thirty (30) days 'notice comply with any changes in the amounts and terms of insurance as may be required from time‐to‐ time by City's risk manager.

Attachment B Agenda Report Page 52
Consultant Services Agreement – ClientFirst Page 7

16. Termination of Agreement; Default.
a. This Agreement and all obligations hereunder may be terminated at any time, with or without cause, by the City upon five (5) days' written notice to Consultant.
b. If Consultant fails to perform any of its obligations under this Agreement within the time and in the manner herein provided or otherwise violates any of the terms of this Agreement, in addition to all other remedies provided by law, City may terminate this Agreement immediately upon written notice. In such event, Consultant shall be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred hereunder, an amount which bears the same ratio to the total fees specified in the Agreement as the services satisfactorily rendered hereunder by Consultant bear to the total services otherwise required to be performed for such total fee; provided, however, that the City shall deduct from such amount the amount of damages, if any, sustained by City by virtue of the breach of the Agreement by consultant. In the event this Agreement is terminated by City without cause, Consultant shall be entitled to any compensation owing to it hereunder up to the time of such termination, it being understood that any payments are full compensation for services rendered prior to the time of payment.
c. Upon termination of this Agreement with or without cause and if requested by City, Consultant shall turn over to the City Administrator immediately any and all copies of studies, sketches, drawings, computations, and other data, whether or not completed, prepared by Consultant or its subcontractors, if any, or given to Consultant or its subcontractors, if any, in connection with this Agreement.

Consultant, however, shall not be liable for the City's use of incomplete materials nor for the City's use of complete documents if used for other than the project contemplated by this Agreement.

17. Merger; Amendment. This Agreement constitutes the complete and exclusive statement of the agreement between City and Consultant and shall supersede all prior negotiations, representations, or agreements, either written or oral. This document may be amended only by written instrument, signed by both the City and Consultant. All provisions of this Agreement are expressly made conditions.

18. Interpretation. This Agreement shall be interpreted as though it was a product of a joint drafting effort and no provisions shall be interpreted against a patty on the ground that said patty was solely or primarily responsible for drafting the language to be interpreted.

19. Time of the Essence. Time is of the essence of this Agreement. Upon receipt of a written notice from City to proceed with work required by this Agreement, Consultant shall immediately commence work to perform the services required in accordance with the Attachment B Agenda Report Page 53
Consultant Services Agreement – ClientFirst Page 8
schedule of work. In the event that the Agreement does not include a fixed schedule for completion of work, Consultant shall diligently prosecute all work until completion.

20. Written Notification. Any notice, demand, request, consent, approval or communication that either party desires or is required to give to the other party shall be in writing and either served personally or sent by prepaid, first class mail. Any such notice, demand, etc. shall be addressed to the other party at the address set forth below. Either party may change its address by notifying the other party of the change of address. Notice shall be deemed communicated within 72 hours from the time of mailing if mailed as provided in this section.

If to City: Rosanna Bayon Moore
City Administrator
120 Vista Avenue
Piedmont, California 94611
If to Consultant: Tom Jakobsen
Partner
ClientFirst Consulting Group
980 Montecito Drive, Suite 209
Corona, CA 94611

21. Consultant's Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City and all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. b. Any records or documents maintained by Consultant pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Attorney, City Administrator, or a designated representative of any of these officers. Copies of such documents shall be provided to City for inspection when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant's address indicated for receipt of notices in this Agreement.

22. Equal Employment Opportunity. Consultant is an equal opportunity employer and agrees to comply with all applicable state and federal regulations governing equal employment opportunity. Consultant will not discriminate against any employee or applicant for employment because of race, religion, age, sex, creed, color, sexual orientation, marital status or national origin. Consultant will take affirmative action to Attachment B Agenda Report Page 54
Consultant Services Agreement – ClientFirst Page 9
ensure that applicants are treated during such employment without regard to race, religion, age, sex, creed, color, sexual orientation, marital status, or national origin. Such action shall include, but shall not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; lay‐offs or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Consultant further agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provisions of this nondiscrimination clause.

23. Non‐Exclusive Agreement. This is a non‐exclusive agreement. City reserves the right to provide, and to retain other consultants to provide, services that are the same or similar to the services described in this Agreement.

24. City Not Obligated to Third Parties. The City shall not be obligated or liable for payment hereunder to any pary other than Consultant.

25. Remedies/Waiver. No failure on the part of either party to exercise any term, covenant, condition, right or remedy hereunder shall operate as a waiver of any other term, covenant, condition, right or remedy that such party may have hereunder. All remedies permitted or available under this Agreement, or at law or in equity, are cumulative and alternative. As a condition precedent to commencing legal action involving a claim or dispute against the City arising from this Agreement, the Consultant shall comply with claims presentation requirements under the Government Tort Claims Act, California Government Code Sections 900 et seq. and the Piedmont Municipal Code.

26. Severability. If any one or more of the provisions contained herein shall for any reason be held to be invalid, illegal or unenforceable in any respect, then such provision or provisions shall be deemed severable from the remaining provisions hereof, and such invalidity, illegality, or unenforceability shall not affect any other provision hereof, and this Agreement shall be construed as if such invalid, illegal, or unenforceable provision had not been contained herein.

27. Exhibits. The following exhibits are attached to this Agreement and incorporated herein by this reference:
a. Exhibit A: Scope of Work
b. Exhibit B: Hourly Rate Schedule & Budget Estimate
c. Exhibit C: Insurance Requirements

28. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than Attachment B Agenda Report Page 55
Consultant Services Agreement – ClientFirst Page 10
one such counterpart.

29. News Releases/Interviews. All Consultant and subconsultant news releases, media interviews, testimony at hearings and public comment shall be prohibited unless expressly authorized by City.

30. Applicable Law; Venue.  This Agreement shall be construed and interpreted according to California law. In the event that suit shall be brought by either patty hereunder, the parties agree that a trial of such action shall be held exclusively in a state court in the County of Alameda, California.

31. Authority. Each individual executing this Agreement on behalf of one of the parties represents that he or she is duly authorized to sign and deliver the Agreement on behalf of such party and that this Agreement is binding on such party in accordance with its terms.

IN WITNESS WHEREOF, City and Consultant have executed this Agreement as of the date first above written.

CITY OF PIEDMONT CONSULTANT
______________________   __________________________
Rosanna Bayon Moore David Krout
City Administrator ClientFirst Managing Partner

APPROVED AS TO FORM

AND LEGALITY
______________________
Michelle Marchetta Kenyon, City Attorney
Deepa Sharma, Assistant City Attorney

ATTESTED
__________________________
Anna M. Brown
City Clerk
Attachment B Agenda Report Page 56
Consultant Services Agreement – ClientFirst Page 11

EXHIBIT A
Scope of Work
1) Public Works Department
a. Enterprise Asset Management Project
i. Project Design
ii. Solicitation
iii. Vendor Selection
iv. Implementation Project Management
2) Fire Department
a. Scheduling Project
i. Timekeeping Interface & Implementation Project Management 3) Public Works, Planning, Building, Planning, City Clerk a. TRAKiT Implementation Project Management
i. Community Development
ii. Business Licenses
4) Police Department
a. Dispatch Center Relocation Project
b. Criminal Justice Information System Compliance Assistance Project 5) Citywide Ongoing IT Management Assistance
a. Procurement, Cyber Security, GIS, Telecom, IT Budgeting Attachment B Agenda Report Page 57
Consultant Services Agreement – ClientFirst Page 12

EXHIBIT B
Hourly Rate Schedule & Estimated Budget
ClientFirst’s professional fees and expenses are based on the scope and approach outlined in the final statement of work. Standard billing rates for these types of services reflect the levels and skill sets of the consultant(s) assigned to specific aspects of the project.

Title Hourly Rate
Partner $ 230
Director $ 225
Manager $ 215
Senior Network Engineer/GIS Manager $ 195
Senior Consultant $ 185
Systems Engineer $ 185
IT/Technology Consultant $ 175
Project Estimated Cost
Enterprise Asset Management System  $21,345
Scheduling    $19,200
TRAKiT   $97,500
Dispatch Center  $5,000
CJIS Compliance    $10,000
IT Management Assistance  $65,000
TOTAL ESTIMATED BUDGET  $        218,045
Attachment B Agenda Report Page 58

EXHIBIT A
Scope of Work
1) Public Works Department
a. Enterprise Asset Management Project
i. Implementation project management
2) Fire Department
a. Monthly Alameda County GIS Updates
b. Mutual Aid Boundary Updates
3) Public Works, Planning, Building
a. ComDev Ongoing Support
i. Problem resolution
ii. Departmental collaboration for ongoing design improvements iii. Table and workflow updates
b. ComDev Code Enforcement Complaint Module Setup
i. Implementation of complaint module
ii. Initial configuration
iii. Testing
iv. Problem resolution
c. ComDev Fee Schedule Update
i. Annual update of permit fee tables and testing
4) City Clerk
a. Business License support
i. Monthly workflow assistance
ii. Staff training
iii. Data cleanup
5) Police Department
a. Criminal Justice Information System Compliance Assistance and Policy Development 6) Citywide Ongoing IT Management Assistance
a. GIS, Telecom, IT Budgeting Technical Assistance
b. Copper telephone line replacement
Attachment C Agenda Report Page 59

EXHIBIT B
Hourly Rate Schedule & Estimated Budget
ClientFirst’s professional fees and expenses are based on the scope and approach outlined in the final statement of work. Standard billing rates for these types of services reflect the levels and skill sets of the consultant(s) assigned to specific aspects of the project.

Title Hourly Rate
Partner $ 230
Director $ 225
Manager $ 215
Senior Network Engineer/GIS Manager $ 195
Senior Consultant $ 195
Systems Engineer $ 185
IT/Technology Consultant $ 175
Project Estimated Cost Notes
Enterprise Asset Management
Implementation Project Management $ 60,000 Implementation project management for Public Works General ComDev System
Administration $ 72,000 Ongoing support for ComDev (formerly TRAKiT) ComDev CE Complaint Module Setup $ 7,000 Implementation of new module ComDev Fee Schedule Update $ 6,000 Annual fee schedule changes Business Licensing Support $ 20,160 Ongoing, monthly support for license renewals
IT Management Assist $ 60,000
GIS Assistance $ 39,000 Ongoing assistance with GIS tasks, parcel maintenance, GIS for PD
GIS Mapping - Fire Department $ 10,000 Monthly updates from County & Mutual Aid Boundary Improvements
Copper Line Assessment & Redesign $ 10,000 Replace copper phone lines with alternative solutions
CJIS Policies $ 10,000 Required by Criminal Justice
Information System V5-9-4
TOTAL ESTIMATED BUDGET $ 294,160
Attachment C Agenda Report Page 60

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