7. Consideration of Amendment to Consulting Services Agreement with ClientFirst Technology Consulting with Revised Exhibits A & B in an Amount Not to Exceed $242,500; Authorization to the City Administrator to Execute Contract Amendment

1 City of Piedmont

COUNCIL AGENDA REPORT
DATE: June 16, 2025
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 $242,500; Authorization to the City Administrator to Execute Contract Amendment

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 $242,500 with revised Exhibits A & B and authorize the City Administrator to execute a contract amendment as described.

DISCUSSION
With offices nationwide, 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 strategic planning and operation of governmental information technology systems. The Cities of Albany, Newark, San Pablo, Hillsborough, Larkspur, San Leandro, and Woodside are counted among their clients in the Bay Area.

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 is pivotal 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. Accomplishments for FY24-25 include IT Policy development, implementation of a new business license system, telecommunications audit and resulting savings of over $13,000 annually, improved GIS maps for the Fire Department, improved Police Mobile Data Computer communications, and several cybersecurity improvements.

The City is modernizing efforts that improve public access, organizational efficiency and service quality.

Accomplishing these objectives requires ongoing strategic IT support. Several identified activities are associated with the recommended authorization, including but not limited to online permitting integration of Solar Permits, Council Chambers Audio/Visual System replacement design, assistance with selection of a document management system, website replacement, Incident Response and Disaster Recovery tabletop exercises and ongoing assistance with GIS, telecommunications cost control, and door access control expansion.

The proposed amendment will 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 $242,500.
2 FISCAL IMPACT
$242,500 FY 25-26 Administration, Information Services, IT Consulting Budget

ATTACHMENTS
A:

Statement of Qualifications
Original Consulting Services Agreement & First Amendment Revised Exhibits A & B
FY 2026 Client First Projects
Agenda Report Page 2
Optimal Technology Guidance
Statement of Qualifications for
Innovation and
Technology Services
May 30, 2025
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 | 46
May 30, 2025
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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
3 | 46
• 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, please get in touch with 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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
4 | 46
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 Cybersecurity........................................................................................................ 37 Telecommunications and Unified Communications Consulting ............................ 38 Geographic Information System (GIS) Master Planning ....................................... 39 Fiber-Optic Cabling............................................................................................... 40 Enterprise Applications Consulting ....................................................................... 41 APPENDIX B: GOVERNMENT AGENCY CASE STUDIES ...................43 Attachment A Agenda Report Page 6
Executive Summary
Innovation and Technology Services

CLIENTFIRSTTECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
5 | 46
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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
6 | 46
Why ClientFirst is the Best Choice
Experience with Municipalities – Our Team's experience 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 equate them to beneficial IT recommendations and improvement.

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

Independence – We do not resell any hardware or software and always have our client's 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 serving local governments for over 17 years. We continue growing in both the addition of personnel and the expansion of new office locations.

Quality of Experience of Our Consultants – Our project management team comprises 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 essential to ensuring 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
Firm Overview
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
7 | 46
Our consultants have assisted 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
various technology services 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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
8 | 46
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. 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
Not all government executives know the latest technology issues and opportunities. Therefore, our approach and deliverables provide a business-management perspective that allows the layperson to understand the technology issues, strategies, and potential solutions required to make more informed business decisions.

Practical Recommendations
We believe in using technology 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 requirements. Sometimes, the proper solution includes cutting-edge technology. However, a costeffective and practical solution using proven technology is often the most beneficial.

True Independence
ClientFirst believes in practicing true independence. We do not resell products or maintain relationships that would result in 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 the lowest competitive cost) to meet their needs.

National Recognition
Many of the industry's leading vendors recognize our consultants nationally for their work. They appreciate the fairness and objectivity we demonstrate when dealing with their organizations.

Attachment A Agenda Report Page 10
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
9 | 46
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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
10 | 46
Diversified Experience
We have extensive experience with various organizations and technology and processing environments. In addition, we have significant market knowledge regarding software and hardware providers and are well-informed concerning 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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
11 | 46
Integrated Technology Services
Management Consulting
• Technology Strategic/Master Planning
• IT Assessment
• IT Staffing Assessment
• Process Improvement
• Procurement Assistance
• Contract Negotiation
• Project Management
• IT Governance Seminars
Applications Consulting
Business Process Review
• Business Case Analysis
• Assessment and Recommendations
• Process Analysis and Improvement
Software Selection
• Feature / Function Requirements Definition
• 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
Community Development
• Public Portals
• System Administration
• Gap Analysis
• Software Selection
• Implementation Project Management
Telecommunications Consulting
• VoIP Readiness Review
• Systems Evaluation, Design, Specification, 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 Review
• System Selection and Contract Negotiation
GIS
• Assessment and Planning
• Design
• Data Management
• Development
• Mapping
IT Infrastructure
Networking and Servers
• Assessment, Design, and Installation
• Replication and Redundancy Strategy
• Virtualization
• Cloud Computing
• Wireless
• Data Center Design
Disaster Recovery
• Risk Assessment and Business Impact Analysis
• Disaster Recovery Planning
• Hot-site and Recovery Service 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
IT Staffing/Augmentation
• IT Staffing Assessment and Operational Review
• Interim IT Management
• Virtual CIO Service
• Supplemental IT Management Staffing
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
Attachment A Agenda Report Page 13
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
12 | 46
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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
13 | 46
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:

California
City of Albany
City of Azusa
City of Benicia
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 Cathedral City
City of Cerritos
City of Chico
City of Chino
City of Clovis
City of Colton
City of Corona
City of Coronado
City of Dana Point
City of Downey
City of Dublin
City of Emeryville
City of Escondido
City of Fairfield
City of Foster City
City of Fountain Valley
City of Glendale
City of Glendora
City of Healdsburg
City of Hemet
City of La Habra
City of La Mesa
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 Moreno Valley
City of Mountain View
City of Murrieta
City of Newark
City of Norco
City of Novato
City of Pacific Grove
City of Pacifica
City of Palm Desert
City of Palmdale
City of Patterson
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 Redlands
City of Rialto
City of Rohnert Park
City of Rosemead
City of Sacramento
City of Salinas
City of San Bernardino
City of San Clemente
City of San Gabriel
City of San Jacinto
City of San Leandro
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 St. Helena
City of Sunnyvale
City of Temecula
City of Tracy
City of Tulare
City of Tustin
City of Upland
City of Vacaville
City of West Covina
City of West Sacramento
City of Whittier
Town of Danville
Town of Hillsborough
Town of San Anselmo
Town of Truckee
Town of Windsor
Town of Woodside
Town of Yucca Valley
County of Butte
County of Lassen
County of Mariposa
County of Mendocino
County of Plumas
County of Riverside
County of San Bernardino
County of Tuolumne
County of Yolo
CA-NV American Water
Works Association
Castaic Lake Water Agency
Castro Valley Sanitary District
Coachella Valley Mosquito
Vector Control District
Cucamonga Valley Water
District
East Bay Regional Park
District
El Toro Water District
Fresno Irrigation District
Glendale Water and Power
Hayward Area Recreation
and Park District
Jurupa Community Services
District
Las Virgenes Water District
Livermore Area Recreation
and Park District
Mesa Water District
Midpeninsula Regional Open
Space District
Newhall County Water District
Novato Sanitary District
Palmdale Water District
Ramona Municipal Water
District
Rincon del Diablo Municipal
Water District
Rosamond Community
Services District
San Bernardino Municipal
Water
San Mateo Consolidated Fire
District
Southern California Coastal
Water Research
Sweetwater Authority
Union Sanitary District
Walnut Valley Water District
West County Wastewater
District
Western Municipal Water
District
Colton Joint Unified School
District
Fontana Unified School
District
Irvine Unified School District
Lake Elsinore Unified School
District
Menifee Unified School
District
Mountain View School District
Ohlone Community College
Palm Springs School District
Romoland School District
San Jose Community College
San Marino Unified School
District
University of California
Berkeley
University of California San
Francisco
West Covina Unified School
District
Mechoopda Indian Tribe
Piedmont Police and Fire
Stanislaus Council of
Governments
UCSF Medical Center
Alabama
City of Pelham
Arizona
County of Maricopa
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
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 Rock Island
City of Rockford
City of St. Charles
City of Waukegan
City of Wood Dale
Village of Arlington Heights
Village of Barrington Hills
Village of Bloomingdale
Village of Cary
Village of Glencoe
Village of Homewood
Village of Itasca
Village of Kenilworth
Village of Lake Barrington
Village of Libertyville
Village of Lincolnwood
Village of Lisle
Village of Matteson
Village of Morton Grove
Village of Norridge
Village of Northbrook
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Orland Park
Village of Oswego
Village of Palos Park
Village of Park Forest
Village of River Forest
Village of Riverside
Village of South Barrington
Village of Westmont
Village of Wheeling
Town of Normal
County of Du Page
County of Peoria
County of Sangamon
County of Winnebago
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 Cedar Hill
City of Dallas
City of Farmers Branch
City of Hutto
City of Pflugerville
City of University Park
County of Atascosa
County of Denton
Corpus Christi Fire
Highland Park Police and Fire
International Bank of
Commerce
Jacobs Project Management
Company
North Texas Emergency
Communications Center
(NTECC)
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
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
14 | 46
Technical Certifications
ClientFirst consultants collectively possess an extensive portfolio of certifications, revealing their commitment to ongoing professional training and ensuring our clients can access the latest information in the field.

Attachment A Agenda Report Page 16
Project Team
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
15 | 46
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
o a o sen
Partner
IT Infrastructure and perations
a e hell
Director
Enterprise Applications
Consulting
o a o sen
Pro ect Director
e ont
Pro ect Manager
at ana ese
Director
Enterprise Applications
Consulting
av o t
Partner
Management Consulting
a ll a s
Director
Infrastructure Consulting Services
l c a ns
Senior Management Consultant
yn o e
Senior Management Consultant
anet e e co
Senior Management Consultant
chael ncale
Senior Management Consultant
a a e e s
Enterprise Applications
Management Consultant
a l lle
IT Infrastructure Cy ersecurity
Consulting
a on yala
Senior Systems Engineer
a es th
Senior Director
IT Infrastructure
ete a ano
Senior Net or Engineer
ho as assel ec
Senior GIS Consultant
o e an
Enterprise Communications
Consulting Practice Leader
a c a t w n
Senior Telecommunications
Consultant
e th l
Senior Systems Engineer
Attachment A Agenda Report Page 17
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
16 | 46
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 necessary.

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 25 Senior Partner, IT Infrastructure
and Operations Consulting
Practice Leader
Tom
Jakobsen
IT Infrastructure and IT Operations
Consulting, including IT Assessments
and Strategic Planning
40 Senior Director, IT Infrastructure James Smith IT Infrastructure and Project Management 25
Enterprise Communications
Consulting Practice Leader
Thomas
Weiman
Telecommunications and Carrier
Services 30
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 Senior Telecommunications
Consultant and Project Manager
Marcia
Struwing Telecommunications 29
Manager, IT Operations and
Support Keith Culp IT support operations 12
Senior System Engineer Aaron Ayala Network and Systems Engineering and Project Management 20
Senior Network Engineer Pete
Graziano Network and System Engineering 25
Senior GIS Consultant Tom
Hassleback 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 Maria
Perperidis
Enterprise Applications – HRIS
Specialist 10
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 | 46
o a o sen
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, 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
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
Town of Danville
Town of Groton
Town of Woodside
Town of Yucca Valley
Town of Windsor
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
o , I’ve een ean n to than yo
fo yo e e t se an ance…
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 | 46
av . o t, (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
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
Town of Danville
Town of Groton
Town of Hillsborough
Town of Truckee
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 | 46
a es th
Senior Director, IT Infrastructure Consulting
James Smith is a seasoned technology executive with a remarkable career spanning over 25 years. A diverse array of high-level roles in the Information Technology sector characterizes his career. 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 the 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 Azusa
City of Calabasas
City of Cedar Hill
City of Farmers Branch
City of Mountain View
City of Oakland Park
City of Petaluma
City of Sandpoint
City of South Gate
City of Whittier
Town of Windsor
Village of Lincolnwood
Village of River Forest
County of Kings
County of Travis
El Toro Water District
Bloomington School District
Byron School District
Dekalb School District
Des Plaines School District
Elmhurst School District
Hoover Schrum District
Jurupa School District
Oak Lawn School District
Salt Creek School District
Sycamore School District
Township High School
District
DuPage County Sheriff
ESQ Region 20
Harris County Toll Authority
Placer County Sheriff
Riverside County Sheriff's
Department
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 | 46
o e an
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, nonprofit 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 | 46
a ll a s, R , N
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… nee e a sh n “c oss n the
last eachhea .”
—Superintendent of Schools
IL School District
I a ec ate a ’s nowle e of I
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 | 46
a l lle
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 leading teams and overseeing intricate projects, he has consistently demonstrated his ability to navigate complexity and deliver results. His leadership style cultivates an environment of excellence, emphasizing quality, service, and profitability.

Paul is deeply dedicated to facilitating the success of individuals, leaders, and teams, consistently surpassing goals and expectations. A strong sense of urgency, ownership, and personal accountability underscores his proficiency in strategic planning, adept decisionmaking, and innovative problem-solving. Committed to continuous personal and professional development, 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
City of Albany
City of Corona
City of Country Club Hills
City of Glendale
City of Mountain View
City of Petaluma
City of South Gate
City of Whittier
Town of Windsor
Village of Itasca
Village of Lincolnwood
Village of Northfield
Windstream Enterprise
Coachella Valley Mosquito Vector Control District
Las Virgenes Municipal Water District
Riverside County Sheriff's
Department
Jurupa School District
Salt Creek School District
Arthur Andersen & Co
Bank of America
CenturyLink (Lumen)
Community and Economic
Development (CEDA)
Hewlett Packard
IBM Global Services
Rich Township District 227
University of Illinois

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 | 46
a a e e s
Enterprise Applications Management Consultant
Maria Perperidis is an accomplished and dependable business executive with over 20 years of experience designing and implementing HRIS systems, human resource management, operations, change management, and strategic planning. Highly adaptable and results-oriented, Maria is recognized for conducting HR audits that have driven significant cost savings. She excels in communicating a clear vision, setting expectations, monitoring progress, ensuring compliance, and delivering impactful results on a global scale.

HR Implementation Experience
Maria Perperidis has extensive experience leading HR system implementations. She has overseen the design, deployment, and ongoing maintenance of HCM and Finance systems. Her strategic leadership meets client requirements while balancing day-to-day system support with strategic enhancements. Maria leads cross-functional resource planning, manages feature releases, and maintains overall data governance, security, testing, and compliance accountability. In this role, she has been instrumental in promoting continuous learning and ensuring seamless collaboration with departments such as IT, HR, Payroll, and Finance to identify opportunities for improvement and implement system optimizations effectively.

Before this, Maria served as a Change Management Specialist at K12 Stride, facilitating the organizational change management activities associated with implementation. She conducted a comprehensive gap analysis and managed training and communication plans to ensure a smooth rollout. Her experience in strategic HR leadership and tactical implementation is further highlighted by her time at H2H Enrollments, where she supervised multiple HR system implementations with multiple payroll and HR systems. Maria's ability to integrate organizational change management processes using methodologies such as Prosci and SDLC has proven crucial in the success of these implementations.

Local Government Agency Experience
City of Carrollton
City of Coronado
City of High Point
City of La Mesa
City of Mission Viejo
City of Petaluma
City of Temecula
City of Tulare
Lassen County
Plumas County
New York Police Department

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Strategic Human Resource
Management, Certified
Professional, SHRM-CP
• SAP (System Applications
and Products in Data
Processing) Certification
• Six Sigma Green Belt
Certification
• Graduate Certificate in
Operational Excellence
• Change Management
Certification (CCMP)
• Workday Certifications
Completed: Business
Process Fund, Report
Writer, Config Security
Fund., Calculated Fields,
WD Integration System
Fund, Recruiting
Transactions, Workday
Adaptive Planning,
Financials, and Time
Tracking. Workday Pro
Certifications in HCM Core,
Adaptive Planning, Record
to Report, and Learning
• Kronos/UKG Pro
Certifications Completed:

Admin Essentials: UDM,
• Administration Essentials,
Accruals, HR Service
Delivery, Recruiting,
Talent,
• Compensation, and UKG
Pro

EDUCATION
• Texas A&M Commerce |
Master of Science in
Business Analytics &
Cybersecurity
• Texas A&M Commerce |
Bachelor of Science in
Organizational Leadership
• Rockland Community College
| Associate of Science in
Business Management
Attachment A Agenda Report Page 25
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
24 | 46
a c a t w n
Senior Telecommunications Consultant
Marcia Struwing specializes in bill auditing, inventory, call center operations, 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 the public and private sectors. Her direct experience includes work for government agencies, notfor-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 implementing 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, 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

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
25 | 46
a on yala
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 | 46
ete a ano
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 28
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
27 | 46
o y oto
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 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 29
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
28 | 46

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
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 on-site and remote projects for over 50 publicsector agencies throughout the United States Agency Experience
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 Cathedral City
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 Emporia
City of Evanston
City of Farmers Branch
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 Hutto
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 Newark
City of Norco
City of Novato
City of Oviedo
City of Pacifica
City of Palm Desert
City of Pearland
City of Petaluma
City of Piedmont
City of Pismo Beach
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 Tracy
City of Tulare
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 Lassen
County of Mendocino
County of Nassau
County of New Castle
County of Plumas
County of Ramsey
County of San Juan
County of San Mateo
Town of Cary
Town of New Canaan
Town of Isle of Palms
Town of Prescott Valley
Town of Vail
Town of Windsor
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
Province of Nova Scotia
State of Hawaii Campaign
Spending Commission
State of Massachusetts
Comptroller's Office
State of Maine Treasurer's
Office
State of New Mexico
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 MVCD
Coachella Valley Water
District
Commodities Futures
Trading Commission
Cucamonga Valley Water
District
East Bay Regional Park
District
Four Rivers Sanitation
Authority
Los Angeles Community
Development Authority
Las Virgenes Water District
Riverside County Sherrif's
Department
TrueNorth Educational
Cooperative
Union Sanitary District
West County Wastewater
District
Jurupa CSD
Attachment A Agenda Report Page 30
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
29 | 46
at ana ese
Director, Enterprise Applications Consulting
Tatjana Meser has over 13 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 successfully oversee project implementations of standard and customized software.

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
City of Batavia
City of Beaumont
City of Carlsbad
City of Cedar Hill
City of Chico
City of Corona
City of Coronado
City of Dana Point
City of Escondido
City of Fairfield
City of Farmers Branch
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 Novato
City of Oceanside
City of Palm Desert
City of Palmdale
City of Petaluma
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 South Gate
City of St. Cloud
City of St. Helena
City of St. Paul
City of Vacaville
City of Vallejo
City of West Covina
City of West Sacramento
City of Wood Dale
Town of Windsor
Town of Woodside
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 31
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
30 | 46
l c a ns, , - O
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 Carlsbad
City of Cathedral City
City of Coronado
City of Diamond Bar
City of Dublin
City of Emporia
City of Farmers Branch
City of Fontana
City of Fountain Valley
City of Gilroy
City of Great Falls
City of Hanford
City of High Point
City of Independence
City of Lancaster
City of Lemoore
City of Long Beach
City of Long Beach Harbor
City of Nampa
City of Oxnard
City of Petaluma
City of Piedmont
City of Plumas
City of Port Hueneme
City of Redlands
City of Richland
City of Richmond
City of Rohnert Park
City of San Bernardino
City of Simi Valley
City of South Gate
City of Tulare
City of Yorba Linda
Town of Windsor
Village of Park Forest
County of Denton
County of Douglas
County of Lassen
County of Mendocino
County of Plumas
East Side Union Highschool District
Muskogee Creek Nation
Muskogee Creek Nation Tribal Health
Maricopa Association of Governments
San Diego Association of Governments
Desert Water Agency
Helix Water District
Las Virgenes Water District
Santa Margarita Water
District
San Bernadino
Municipal Water
District
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 32
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
31 | 46
yn o e
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 hands-on application 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 of enterprise applications
Agency Experience
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
Town of Davie
Town of Lady
Lake
Town of Los
Altos Hills
Town of Normal
Town of
Windsor
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 33
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
32 | 46
anet e e co,
Management Consultant
Janet Federico has over 14 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.

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 customer needs and concerns throughout and post-implementation.

Highlights
• Multi-phased agency-wide software implementations
• Extensive knowledge of business and technical processes about enterprise applications
Agency Experience
City of Bartlesville
City of Batavia
City of Bentonville
City of Carlsbad
City of Cathedral City
City of Cedar Hill
City of Clovis
City of Coronado
City of Corvallis
City of Decatur
City of Emporia
City of Farmers
Branch
City of Fort Smith
City of Glendora
City of High Point
City of Highland Park
City of Hutchinson
City of Hutto
City of Menlo Park
City of Mountain View
City of Newark
City of Norco
City of Pacifica
City of Patterson
City of Piedmont
City of Salinas
City of San Bernardino
City of Simi Valley
City of South Gate
City of Tracy
City of Tulare
City of Tulsa
City of West
Sacramento
City of Whittier
City of Wichita
City of Wilton Manors
City of Windsor
City of Wisconsin
Springs
City of Wood Dale
Town of Whittier
Town of Windsor
Town of Woodside
Village of Hinsdale
Village of Orland Park
County of Champaign
County of Collin
County of Denton
County of Douglas
County of Lassen
County of Mendocino
County of Minnehaha
County of St. Joseph
Coachella Valley
Mosquito Vector
Control District
East Bay Regional
Park District
El Toro Water District
Jurupa Community
School District
Los Angeles County
Development
Authority
Las Virgenes Water
District
County of Lassen
County of
Mendocino
Riverside Co
Sheriff's Dept
State of Texas
(DFPS)

CREDENTIALS, DEGREES,

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

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
33 | 46
chael ncale
Enterprise Applications Senior Management Consultant
Michael Truncale has over 16 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 provide quantifiable solutions easily.

Highlights
• Business process gap analysis
• Multi-phased agency-wide software implementations
• Extensive knowledge of business and technical processes of enterprise applications
• Facilitator between C-level and functional roles
Agency Experience
City of Ann Arbor
City of Bellingham
City of Brentwood
City of Bryan
City of Canton
City of Carlsbad
City of Chico
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 Pinole
City of Poway
City of Prescott
City of Round Rock
City of Sammamish
City of San Bernardino
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
Town of Castle Rock
Town of Flower
Mound
Town of Parker
Town of Windsor
Town of Woodside

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
chael…the s ee of th s el ve y s
amazing and the deliverable is just so
clean. ell one. I’ loo n fo wa
to working more with you.
—Senior Information Systems
Analyst
CA Municipality
First of all, great work. You are an elite
co n cato . It’s honestly yo est
skill and to be clear you are top notch in
everything else.
—Senior Information Systems
Analyst
CA Municipality
Attachment A Agenda Report Page 35
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
34 | 46
ho as assel ec
Senior GIS Consultant
Thomas Hasselbeck is a seasoned GIS professional with extensive experience spanning the public and private sectors. Throughout his career, he has specialized in GIS application development, system architecture, geospatial data analysis, and field data collection. He has worked on many impactful projects—from creating real-time public health tracking apps and asset management systems for local governments to developing military-grade tracking software and disaster response tools.

Thomas has consistently demonstrated a strong ability to bridge technical development with practical, real-world applications, helping governmental and non-profit organizations make informed decisions through spatial analysis and customized GIS solutions.

Highlights
• Developed and deployed custom GIS applications for non-profits to support humanitarian efforts, including water filter tracking and COVID-19 contact tracing, directly improving public health outcomes in underserved communities.
• Led the implementation an Enterprise Asset Management (EAM) system for local governments, including workflow optimization, system configuration, and staff training on ArcGIS Enterprise Portal.
• Created a reusable GIS workflow using Field Maps, Experience Builder, and ArcGIS Dashboards that improved field data collection accuracy and enabled real-time communication between field crews and management. • Designed secure GIS system architectures for federal agencies, including a real-time fugitive tracking system and a hurricane response tool, improving emergency response capabilities.
• Played a lead role in developing military symbology runtime libraries for Esri platforms, ensuring cross-platform functionality and alignment with Department of Defense requirements.
• Provided strategic GIS consulting for international firms, including the US launch of geoCirrus, enhancing cloud-based system deployment using ArcGIS Server and Geocortex.
• Supported geospatial workflows for environmental and infrastructure projects, using spatial analysis and visualization to generate actionable insights and drive business development.
• Recognized for cross-functional leadership and technical mentoring, helping teams adopt and innovate with GIS technologies across diverse sectors, including water utilities, defense, and non-profit services.

Agency Experience
City of Piedmont
City of Pinole
Coachella Valley Water District

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Arts in Geography –
State University of New York at
Buffalo
• Certificate in Computer
Cartography
• Certified UAS (Unmanned
Aircraft Systems) Pilot

SPECIALTY AREAS
• GIS application development and
system architecture
• Web GIS and ArcGIS Enterprise
deployment
• Field data collection and mobile
GIS workflows
• Spatial analysis and geospatial
data visualization
• Technical training,
documentation, and client
support
Attachment A Agenda Report Page 36
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
35 | 46
Appendix A: Practice Area Highlights
The following section includes additional information essential to properly evaluating ClientFirst's response to this request for qualifications. ClientFirst is uniquely positioned for this engagement due to our diversified technology consulting disciplines and the hands-on project types 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 the 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
At ClientFirst, we believe in a collaborative approach. We work closely with each client, understanding their unique requirements, and then design, procure, and implement the most suitable solution. Our extensive experience with Public Works bid projects and traditional RFP and vendor selection methodologies ensures we can cater to a wide range of client needs.

We provide ongoing contract administration
expertise for Public Works bid projects 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.

Often, our clients ask us 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.

IT Infrastructure Consulting
Attachment A Agenda Report Page 37
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
36 | 46
Pro ect Management Services
ClientFirst stands out in the IT infrastructure consulting industry by offering highly skilled technicians and providing clients with seasoned Project Managers. These professionals, who spend over 75% of their time working with public agencies, bring industry best practices. This unique blend of knowledge and experience has led to numerous success stories from IT departments nationwide.

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

We provide our clients with a complete project management methodology that improves communication and service delivery 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
Attachment A Agenda Report Page 38
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
37 | 46
Cy ersecurity
In an era where cyber threats are increasingly
sophisticated and pervasive, safeguarding
your organization's digital assets is
paramount. ClientFirst Technology Consulting
stands at the forefront of cybersecurity,
offering comprehensive, organization-wide
methodologies to fortify your defenses against
cybercrime and security breaches. Our
approach encompasses every facet of the
digital enterprise, ensuring that potential
weaknesses are identified and remediated
before they can be exploited.

At ClientFirst, we adhere to the highest standards of cybersecurity practices, utilizing the National Institute of Standards and Technology (NIST) framework and collaborating with the National Cybersecurity Center of Excellence. These rigorous frameworks guide our processes, ensuring that our clients receive the most up-to-date and effective strategies for protecting their digital infrastructure.

Our end-to-end cyber consulting services cover all critical areas, from initial assessment to ongoing support. We thoroughly evaluate your current cybersecurity posture, identifying vulnerabilities and potential risks. Based on this assessment, we develop a tailored strategy and plan to enhance your security measures. Our services include detailed specifications and procurement support, ensuring you acquire the best technologies and solutions to meet your needs. Furthermore, we provide continuous training and program development, equipping your team with the knowledge and skills necessary to maintain a robust cybersecurity environment.

With ClientFirst Technology Consulting, you gain a trusted partner dedicated to securing your digital enterprise. We are committed to delivering proactive, innovative solutions that protect your organization against the ever-evolving landscape of cyber threats.

Cybersecurity Consulting
Attachment A Agenda Report Page 39
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
38 | 46
Telecommunications and Unified Communications Consulting ClientFirst's unified communications consulting practice provides multi-channel communications solutions design and procurement assistance for clients 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 visibility results in the best competitive proposals in response to ClientFirst's RFP documents. It provides our clients the information to make informed decisions and realize the best value for their purchasing dollars.

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
Telecom Consulting
Attachment A Agenda Report Page 40
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
39 | 46
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.

Attachment A Agenda Report Page 41
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
40 | 46
Fi er- ptic Ca ling
ClientFirst understands the need for a reliable fiber-optic cable infrastructure, especially as remote work requires more reliable communications connections.

Fiber optic planning can guide 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 an organization's fiber-optic needs and developing strategies to address those needs, we design and administer inside-plant and outside-plant fiber-optic cabling installations for our clients.

Attachment A Agenda Report Page 42
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
41 | 46
Enterprise Applications Consulting
ClientFirst has 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 succeed.

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 the Technology Department's
application support resources, including
staff inventory, 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.) Cities have often seen their Software Application budget line items grow. Technology Departments often need to adjust to address this change.

They are adding more Application Software Business Analysts to their organizations to support the user community's expanding software needs and demands.

Enterprise Applications Consulting
Attachment A Agenda Report Page 43
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
42 | 46
This growth in software results from an organization's need to eliminate manual and paperbased processes to use software to gain efficiencies and increase productivity. Still, 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) and 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
een. I’ve neve een assoc ate
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
Community Development Consulting
Attachment A Agenda Report Page 44
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
43 | 46
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 city councils, has since resulted in significant digital transformation that has improved internal business department processes, management decision-making, transparency, citizen services, and citizen engagement. Also separately is a sample Information Technology Plan recently completed for another California municipality.

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 the 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
Description of Services Performed and Outcomes
ClientFirst developed a Technology Master Plan to address the City's desire to integrate and automate business applications securely. This project included working with an ongoing City Council sub-committee. ClientFirst presented the Plan to the Council, and the Council approved funding of the plan. ClientFirst worked with City staff to upgrade technology infrastructure, resident connectedness, and application 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 increased business analyst talent to help implement and support critical enterprise applications.

Attachment A Agenda Report Page 45
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
44 | 46
ClientFirst assisted with the ERP system selection, which was concluded on time and within budget. Departmental assistance was also provided for selecting 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.

City of Piedmont
Project Background
ClientFirst started with a citywide Technology Master Plan and has continued to assist the City in transforming the City and City operations digitally. Projects have included:
• Technology Plan development and successful funding
• Technology Plan management, annual plan updates, and Council updates on the status of the plan
• Fiber optic system upgrades
• Ongoing Technology Governance Committee participation as their senior IT advisor • CAD/RMS vendor strategy and roadmap upgrade
• Wide area network improvements
• Initial IoT wireless network deployment
• ERP software selection and business process improvement analysis • ERP software implementation project management
• Land Management Assessment & Improvement Plan
• Ongoing Land Management process improvements
• Cloud computing strategy analysis
• Public Safety Verizon Private Cloud analysis, implementation, and resiliency • Public Safety Scheduling and Time and Attendance Procurement Management • Cybersecurity Incident Response
• Telecommunications System Design and Procurement Management • Website constituent survey, redesign, and social media rollout • Coordination of 5G cellular tower, including Council briefings • Cybersecurity improvement and roadmap and Cybersecurity Council briefings • Hyperconverged system selection and project oversight • Ongoing IT Strategic Advisory services
Description of Services Performed and Outcomes
Digital transformation has been a key strategy of the City of Piedmont's Council. This was initiated with the selection of ClientFirst to develop a Technology Strategic Plan in conjunction with a Citizen Advisory Committee. Unsurprisingly, as a Bay Area community, the Citizen Advisory Committee has strong technologists, including the first US employee of Skype (now an "angel investor"). ClientFirst worked collaboratively with the Citizen Advisory Committee to develop and prioritize the Plan and then jointly presented the Plan and budget to the Council.

ClientFirst continues to oversee the plan's implementation as the City's technology advisor, presenting ongoing updates to the Council.

ClientFirst is also the primary technology consultant for the City, assisting with implementing recommended initiatives, including best practices, departmental applications, smart Attachment A Agenda Report Page 46
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
45 | 46
technologies, civic engagement, IT infrastructure, day-to-day IT staffing and operations, cybersecurity, and communications.

Before the plan, the City's overall systems were largely siloed, legacy, and end-of-life. Some previously implemented systems were implemented in a manner that provided little opportunity to take advantage of the improved technology. Automation was limited, and resident services were mostly manual, with limited use of technology to automate business processes. Overuse of shadow systems and manual processes was still the norm.

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 the 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
Attachment A Agenda Report Page 47
Innovation and Technology Services

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
46 | 46
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 high-risk items. ClientFirst provided oversight and project management services to implement 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 also manages 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 various projects. Implementation assistance augments 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 end-of-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.

Attachment A Agenda Report Page 48
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 49
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 50
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 51
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 52
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 53
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 54
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 55
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.

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 56
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 57
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 58
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 59
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 60
Consultant Services Agreement – ClientFirst Page 13

EXHIBIT C
Insurance Requirements for Consultant Services Agreement Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non‐ owned), with limit no less than $2,000,000 per accident for bodily injury and property damage.

3. Workers' Compensation insurance as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if consultant provides written verification it has no employees)

4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.

If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on Attachment B Agenda Report Page 61
Consultant Services Agreement – ClientFirst Page 14
behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant'sinsurance (at least as broad asISO Form CG 20 10 11 85, or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms, if later revisions used).

Primary Coverage
For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 with respect to the City, its officers, officials, employees, and volunteers. Any insurance or self‐insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.

Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Self‐Insured Retentions
Self‐insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self‐insured retention may be satisfied by either the named insured or City.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.

Claims Made Policies
If any of the required policies provide coverage on a claims‐made basis:

1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least eighteen (18) months after completion of the contract of work.

3. If coverage is canceled or non‐renewed, and not replaced with another claims‐ made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work.

Attachment B Agenda Report Page 62
Consultant Services Agreement – ClientFirst Page 15
Verification of Coverage
Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the COL policy listing all policy endorsementsto City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Attachment B Agenda Report Page 63

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A : NAIC #
NAME: CONTACT
(A/C, No): FAX
E-MAIL ADDRESS:

PRODUCER
(A/C, No, Ext): PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A

SUBR WVDADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person) COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS NON-OWNED OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY

Y / N WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?
(Mandatory in NH) DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEEE.L. EACH ACCIDENT EROTH- STATUTE PER
(MM/DD/YYYY) LIMITS POLICY EXP(MM/DD/YYYY) POLICY EFFLTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $ AGGREGATE $
$
OCCUR
CLAIMS-MADE DED RETENTION $
PRODUCTS - COMP/OP AGG $ GENERAL AGGREGATE $ PERSONAL & ADV INJURY $ MED EXP (Any one person) $
EACH OCCURRENCE $ DAMAGE TO RENTED
PREMISES (Ea occurrence) $ COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
3/24/2023
Bowermaster & Associates
10805 Holder St
Ste 350
Cypress CA 90630
Sandra Perez 714-733-6217 [email protected] Citizens Insurance Company of America 31534 CLIECON-01 Allmerica Financial Benefit Insurance Co 41840 ClientFirst Consulting Group, LLC
980 Montecito Drive, Ste 209
Corona CA 92879
Philadelphia Indemnity Insurance 18058 72205139
A X 2,000,000 X 300,000 10,000 2,000,000 4,000,000 X
Y Y OB3A915118 4/16/2023 4/16/2024
4,000,000
A 2,000,000 X X
OB3A915118 4/16/2023 4/16/2024
B W23A883062 4/16/2023 4/16/2024
X
1,000,000 1,000,000 1,000,000
C Technology E&O Incl Cyber PHPK2533875 3/31/2023 3/31/2024 Per Claim/Aggregate Deductible
2,000,000
25,000
The City of Piedmont, its Council Members, directors, officers, agents and employees are Additional Insured as respects to General Liability; coverage is Primary, and Waiver of Subrogation applies per attached forms. 30-day notice of cancellation is provided per policy provisions.

City of Piedmont
120 Vista Avenue
Piedmont CA 94611
USA
Attachment B Agenda Report Page 64
PI-TECH-TBD (06/15)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BLANKET ADDITIONAL INSUREDS WHEN REQUIRED BY CONTRACT
(PRIMARY AND NON-CONTRIBUTORY)
This endorsement modifies and is subject to the insurance provided under the following:

TECHNOLOGY ERRORS AND OMISSIONS COVERAGE FORM
The following is added to SECTION II – Definitions FF you, your, insured mean:

Any entity you are required by written contract to include as an insured for liability of such entity for an Insured’s “wrongful incident” during the rendering of “Technology Professional Services” shall be insured under this Policy but solely to the extent that a “claim” is made against it for a “wrongful incident” of an Insured, and only so long as the written contract is entered into before such “wrongful incident” occurs.

Any coverage afforded by this Section is subject always to all of the Policy’s terms and conditions, provided however there:

1. There shall be no coverage afforded to such entity for its “wrongful incident”; and

2. Nothing herein shall serve to confer any rights or duties to such entity under this Policy, other than as provided in this Section.

THIS INSURANCE IS PRIMARY, WITH ANY INSURANCE OR SELF-INSURANCE PROGRAM MAINTAINED BY THE

NAME OF PERSON OR ORGANIZATION DESCRIBED ABOVE BEING NON-CONTRIBUTING EXCEPTING LOSS

RESULTING FROM THE SOLE NEGLIGENCE OF THE NAME OF PERSON OR ORGANIZATION DESCRIBED IN THE ABOVE.
©2012 Philadelphia Indemnity Insurance Company

Page 1 of 1 ends

Attachment B Agenda Report Page 65
OB3 A915118 1001136
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BUSINESSOWNERSLIABILITYSPECIALBROADENINGENDORSEMENT
This endorsement modifies insurance provided under the following:

BUSINESSOWNERS COVERAGE FORM
This endorsement amends coverages provided under the Businessowners Coverage Form through new coverages and broader coverage grants. This coverage is subject to the provisions applicable to the Businessowners Coverage Form, except as provided below.

The following changes are made to SECTION II -
LIABILITY:

1. Additional Insured by Contract, Agreement or
Permit
The following is added to SECTION II -
LIABILITY, C. Who Is An Insured:

Additional Insured by Contract, Agreement or
Permit
a. Any person or organization with whom you
agreed in a written contract, written
agreement or permit to add such person or
organization as an additional insured on
your policy is an additional insured only with
respect to liability for "bodily injury",
"property damage", or "personal and
advertising injury" caused, in whole or in
part, by your acts or omissions, or the acts
or omissions of those acting on your behalf,
but only with respect to:
(1) "Your work" for the additional insured(s)
designated in the contract, agreement or
permit;
(2) Premises you own, rent, lease or
occupy; or
(3) Your maintenance, operation or use of
equipment leased to you.
b. The insurance afforded to such additional
insured described above:
(1) Only applies to the extent permitted by
law; and
(2) Will not be broader than the insurance
which you are required by the contract,
agreement or permit to provide for such
additional insured.
(3) Applies on a primary basis if that is
required by the written contract, written
agreement or permit.
(4) Will not be broader than coverage
provided to any other insured.
(5) Does not apply if the "bodily injury",
"property damage" or "personal and
advertising injury"is otherwise excluded
from coverage under this Coverage Part,
including any endorsements thereto.
391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 1 of 6 SUMMARY OF COVERAGES Limits Page

1. Additional Insured by Contract, Agreement or Permit Included 1

2. Additional Insured - Broad Form Vendors

3. Alienated Premises

4. Broad Form Property Damage - Borrowed Equipment, Customers Goods and Use of Elevators

5. Incidental Malpractice (Employed Nurses, EMT's and Paramedics)

6. Personal and Advertising Injury - Broad Form

7. Product Recall Expense
Product Recall Expense Each Occurrence Limit
Product Recall Expense Aggregate Limit
Product Recall Deductible

8. Unintentional Failure to Disclose Hazards

9. Unintentional Failure to Notify
Included
Included
Included
Included
Included
Included
$25,000
$50,000
$500
Included
Included
2 3
3 3
4 4
5 5
5 6
6 Aggregate
Occurrence
Attachment B Agenda Report Page 66
c. This provision does not apply:
(1) Unless the written contract or written
agreement was executed or permit was
issued prior to the "bodily injury",
"property damage", or "personal injury
and advertising injury".
(2) To any person or organization included
as an insured by another endorsement
issued by us and made part of this
Coverage Part.
(3) To any lessor of equipment:
(a) After the equipment lease expires; or
(b) If the "bodily injury", "property
damage", "personal and advertising
injury" arises out of sole negligence
of the lessor.
(4) To any:
(a) Owners or other interests from whom
land has been leased if the
"occurrence" takes place or the
offense is committed after the lease
for the land expires; or
(b) Managers or lessors of premises if:
(i) The "occurrence" takes place or
the offense is committed after
you cease to be a tenant in that
premises; or
(ii) The "bodily injury", "property
damage", "personal injury" or
"advertising injury" arises out of
structural alterations, new
construction or demolition
operations performed by or on
behalf of the manager or lessor.
(5) To "bodily injury", "property damage" or
"personal and advertising injury" arising
out of the rendering of or the failure to
render any professional services.

This exclusion applies even if the claims
against any insured allege negligence or
other wrongdoing in the supervision,
hiring, employment, training or
monitoring of others by that insured, if
the "occurrence" which caused the
"bodily injury" or "property damage" or
the offense which caused the "personal
and advertising injury" involved the
rendering of or failure to render any
professional services by or for you.
d. With respect to the insurance afforded to
these additional insureds, the following is
added to SECTION II - LIABILITY, D. Liability
and Medical Expense Limits of Insurance:

The most we will pay on behalf of the
additional insured for a covered claim is the
lesser of the amount of insurance:

1. Required by the contract, agreement or
permit described in Paragraph a.; or

2. Available under the applicable Limits of
Insurance shown in the Declarations.

This endorsement shall not increase the
applicable Limits of Insurance shown in the
Declarations
e. All other insuring agreements, exclusions,
and conditions of the policy apply.

2. Additional Insured - Broad Form Vendors
The following is added to SECTION II -
LIABILITY, C. Who Is An Insured:

Additional Insured - Broad Form Vendors
a. Any person or organization that is a vendor
with whom you agreed in a written contract
or written agreement to include as an
additional insured under this Coverage Part
is an insured, but only with respect to liability
for "bodily injury" or "property damage"
arising out of "your products" which are
distributed or sold in the regular course of
the vendor's business.
b. The insurance afforded to such vendor
described above:
(1) Only applies to the extent permitted by
law;
(2) Will not be broader than the insurance
which you are required by the contract or
agreement to provide for such vendor;
(3) Will not be broader than coverage
provided to any other insured; and
(4) Does not apply if the "bodily injury",
"property damage" or "personal and
advertising injury" is otherwise excluded
from coverage under this Coverage Part,
including any endorsements thereto
c. With respect to insurance afforded to such
vendors, the following additional exclusions
apply:

The insurance afforded to the vendor does
not apply to:
(1) "Bodily injury" or "property damage" for
which the vendor is obligated to pay
damages by reasons of the assumption of
liability in a contract or agreement. This
exclusion does not apply to liability for
damages that the insured would have in
the absence of the contract or
agreement;
(2) Any express warranty unauthorized by
you;
391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 2 of 6 Attachment B Agenda Report Page 67
OB3 A915118 1001136
(3) Any physical or chemical change in the
product made intentionally by the
vendor;
(4) Repackaging, unless unpacked solely for
the purpose of inspection,
demonstration, testing, or the
substitution of parts under instruction
from the manufacturer, and then
repackaged in the original container;
(5) Any failure to make such inspection,
adjustments, tests or servicing as the
vendor has agreed to make or normally
undertakes to make in the usual course
of business in connection with the sale
of the product;
(6) Demonstration, installation, servicing or
repair operations, except such
operations performed at the vendor's
premises in connection with the sale of
the product;
(7) Products which, after distribution or sale
by you, have been labeled or relabeled
or used as a container, part or
ingredient of any other thing or
substance by or for the vendor;
(8) "Bodily injury" or "property damage"
arising out of the sole negligence of the
vendor for its own acts or omissions or
those of its employees or anyone else
acting on its behalf. However, this
exclusion does not apply to:
(a) The exceptions contained within the
exclusion in subparagraphs (4) or (6)
above; or
(b) Such inspections, adjustments, tests
or servicing as the vendor has
agreed to make or normally
undertakes to make in the usual
course of business, in connection
with the distribution or sale of the
products.
(9) "Bodily injury" or "property damage"
arising out of an "occurrence" that took
place before you have signed the
contract or agreement with the vendor.
(10)To any person or organization included
as an insured by another endorsement
issued by us and made part of this
Coverage Part.
(11)Any insured person or organization,
from whom you have acquired such
products, or any ingredient, part or
container, entering into, accompanying
or containing such products.
d. With respect to the insurance afforded to
these vendors, the following is added to
SECTION II - LIABILITY, D. Liability and
Medical Expense Limits of Insurance:

The most we will pay on behalf of the vendor
for a covered claim is the lesser of the
amount of insurance:

1. Required by the contract or agreement
described in Paragraph a.; or

2. Available under the applicable Limits of
Insurance shown in the Declarations;
This endorsement shall not increase the
applicable Limits of Insurance shown in the
Declarations.

3. Alienated Premises
SECTION II - LIABILITY, B. Exclusions, 1.

Applicable To Business Liability Coverage k.

Damage to Property, paragraph (2) is replaced by
the following:
(2) Premises you sell, give away or abandon, if
the "property damage" arises out of any part
of those premises and occurred from hazards
that were known by you, or should have
reasonably been known by you, at the time
the property was transferred or abandoned.

4. Broad Form Property Damage - Borrowed
Equipment, Customers Goods, Use of Elevators
a. The following is added to SECTION II -
LIABILITY, B. Exclusions, 1. Applicable To
Business Liability Coverage, k. Damage to
Property:

Paragraph (4) does not apply to "property
damage" to borrowed equipment while at a
jobsite and not being used to perform
operations.

Paragraph (3), (4) and (6) do not apply to
"property damage" to "customers goods"
while on your premises nor to the use of
elevators.
b. For the purposes of this endorsement, the
following definition is added to SECTION II -
LIABILITY, F. Liability and Medical Expenses
Definitions:

1. "Customers goods" means property of
your customer on your premises for the
purpose of being:
a. Worked on; or
b. Used in your manufacturing process.
c. The insurance afforded under this provision is
excess over any other valid and collectible
property insurance (including deductible)
available to the insured whether primary,
excess, contingent or on any other basis.

5. Incidental Malpractice - Employed Nurses, EMT's
and Paramedics
SECTION II - LIABILITY, C. Who Is An Insured ,
paragraph 2.a.(1)(d) does not apply to a nurse,
391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 3 of 6 Attachment B Agenda Report Page 68
emergency medical technician or paramedic
employed by you if you are not engaged in the
business or occupation of providing medical,
paramedical, surgical, dental, x-ray or nursing
services.

6. Personal Injury - Broad Form
a. SECTION II - LIABILITY, B. Exclusions, 2.

Additional Exclusions Applicable only to
"Personal and Advertising Injury", paragraph
e. is deleted.
b. SECTION II - LIABILITY, F. Liability and
Medical Expenses Definitions, 14. "Personal
and advertising injury", paragraph b. is
replaced by the following:
b. Malicious prosecution or abuse of
process.
c. The following is added to SECTION II -
LIABILITY, F. Liability and Medical Expenses
Definitions, Definition 14. "Personal and
advertising injury":
"Discrimination" (unless insurance thereof is
prohibited by law) that results in injury to the
feelings or reputation of a natural person,
but only if such "discrimination" is:
(1) Not done intentionally by or at the
direction of:
(a) The insured;
(b) Any officer of the corporation,
director, stockholder, partner or
member of the insured; and
(2) Not directly or indirectly related to an
"employee", not to the employment,
prospective employment or termination
of any person or persons by an insured.
d. For purposes of this endorsement, the
following definition is added to SECTION II -
LIABILITY, F. Liability and Medical Expenses
Definitions:

1. "Discrimination" means the unlawful
treatment of individuals based upon race,
color, ethnic origin, gender, religion, age,
or sexual preference. "Discrimination"
does not include the unlawful treatment
of individuals based upon developmental,
physical, cognitive, mental, sensory or
emotional impairment or any
combination of these.
e. This coverage does not apply if liability
coverage for "personal and advertising
injury" is excluded either by the provisions of
the Coverage Form or any endorsement
thereto.

7. Product Recall Expense
a. SECTION II - LIABILITY, B. Exclusions, 1.

Applicable To Business Liability Coverage,
o. Recall of Products, Work or Impaired
is replaced by the following:
o. Recall of Products, Work or Impaired
Property
Damages claimed for any loss, cost or
expense incurred by you or others for
the loss of use, withdrawal, recall,
inspection, repair, replacement,
adjustment, removal or disposal of:
(1) "Your product";
(2) "Your work"; or
(3) "Impaired property";
If such product, work or property is
withdrawn or recalled from the market or
from use by any person or organization
because of a known or suspected defect,
deficiency, inadequacy or dangerous
condition in it, but this exclusion does
not apply to "product recall expenses"
that you incur for the "covered recall" of
"your product".

However, the exception to the exclusion
does not apply to "product recall
expenses" resulting from:
(4) Failure of any products to accomplish
their intended purpose;
(5) Breach of warranties of fitness,
quality, durability or performance;
(6) Loss of customer approval, or any
cost incurred to regain customer
approval;
(7) Redistribution or replacement of
"your product" which has been
recalled by like products or
substitutes;
(8) Caprice or whim of the insured;
(9) A condition likely to cause loss of
which any insured knew or had
reason to know at the inception of
this insurance;
(10)Asbestos, including loss, damage or
clean up resulting from asbestos or
asbestos containing materials; or
(11)Recall of "your products" that have
no known or suspected defect solely
because a known or suspected
defect in another of "your products"
has been found.
b. The following is added to SECTION II -
LIABILITY, C. Who Is An Insured, paragraph

3.b.:
"Product recall expense" arising out of any
withdrawal or recall that occurred before you
acquired or formed the organization.
391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 4 of 6 Property
Attachment B Agenda Report Page 69
OB3 A915118 1001136
c. The following is added to SECTION II -
LIABILITY, D. Liability and Medical Expenses
Limits of Insurance:

Product Recall Expense Limits of Insurance
a. The Limits of Insurance shown in the
SUMMARY OF COVERAGES of this
endorsement and the rules stated below
fix the most that we will pay under this
Product Recall Expense Coverage
regardless of the number of:
(1) Insureds;
(2) "Covered Recalls" initiated; or
(3) Number of "your products"
withdrawn.
b. The Product Recall Expense Aggregate
Limit is the most that we will reimburse
you for the sum of all "product recall
expenses" incurred for all "covered
recalls" initiated during the policy period.
c. The Product Recall Each Occurrence
Limit is the most we will pay in
connection with any one defect or
deficiency.
d. All "product recall expenses" in
connection with substantially the same
general harmful condition will be
deemed to arise out of the same defect
or deficiency and considered one
"occurrence".
e. Any amount reimbursed for "product
recall expenses" in connection with any
one "occurrence" will reduce the amount
of the Product Recall Expense Aggregate
Limit available for reimbursement of
"product recall expenses" in connection
with any other defect or deficiency.
f. If the Product Recall Expense Aggregate
Limit has been reduced by
reimbursement of "product recall
expenses" to an amount that is less than
the Product Recall Expense Each
Occurrence Limit, the remaining
Aggregate Limit is the most that will be
available for reimbursement of "product
recall expenses" in connection with any
other defect or deficiency.
g. Product Recall Deductible
We will only pay for the amount of
"product recall expenses" which are in
excess of the $500 Product Recall
Deductible. The Product Recall
Deductible applies separately to each
"covered recall". The limits of insurance
will not be reduced by the amount of this
deductible.

We may, or will if required by law, pay all
or any part of any deductible amount, if
applicable. Upon notice of our payment
of a deductible amount, you shall
promptly reimburse us for the part of the
deductible amount we paid.

The Product Recall Expense Limits of
Insurance apply separately to each
consecutive annual period and to any
remaining period of less than 12 months,
starting with the beginning of the policy
period shown in the Declarations, unless the
policy period is extended after issuance for
an additional period of less than 12 months.

In that case, the additional period will be
deemed part of the last preceding period for
the purposes of determining the Limits of
Insurance.
d. The following is added to SECTION II -
LIABILITY, E. Liability and Medical Expense
General Conditions, 2. Duties in the Event of
Occurrence, Offense, Claim or Suit:

You must see to it that the following are
done in the event of an actual or anticipated
"covered recall" that may result in "product
recall expense":
(1) Give us prompt notice of any discovery
or notification that "your product" must
be withdrawn or recalled. Include a
description of "your product" and the
reason for the withdrawal or recall;
(2) Cease any further release, shipment,
consignment or any other method of
distribution of like or similar products
until it has been determined that all
such products are free from defects that
could be a cause of loss under this
insurance.
e. For the purposs of this endorsement, the
following definitions are added to SECTION
II - LIABILITY, F. Liability and Medical
Expenses Definitions:

1. "Covered recall" means a recall made
necessary because you or a government
body has determined that a known or
suspected defect, deficiency,
inadequacy, or dangerous condition in
"your product" has resulted or will result
in "bodily injury" or "property damage".

2. "Product recall expense(s)" means:
a. Necessary and reasonable expenses
for:
(1) Communications, including radio
or television announcements or
printed advertisements including
stationary, envelopes and
postage;
391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 5 of 6 Attachment B Agenda Report Page 70
(2) Shipping the recalled products
from any purchaser, distributor or
user to the place or places
designated by you;
(3) Remuneration paid to your
regular "employees" for
necessary overtime;
(4) Hiring additional persons, other
than your regular "employees";
(5) Expenses incurred by "employees"
including transportation and
accommodations;
(6) Expenses to rent additional
warehouse or storage space;
(7) Disposal of "your product", but
only to the extent that specific
methods of destruction other than
those employed for trash
discarding or disposal are
required to avoid "bodily injury"
or "property damage" as a result
of such disposal,
you incur exclusively for the purpose
of recalling "your product"; and
b. Your lost profit resulting from such
"covered recall".
f. This Product Recall Expense Coverage does
not apply:
(1) If the "products - completed operations
hazard" is excluded from coverage under
this Coverage Part including any
endorsement thereto; or
(2) To "product recall expense" arising out of
any of "your products" that are otherwise
excluded from coverage under this
Coverage Part including endorsements
thereto.

8. Unintentional Failure to Disclose Hazards
The following is added to SECTION II -
LIABILITY, E. Liability and Medical Expenses
General Conditions:

Representations
We will not disclaim coverage under this
Coverage Part if you fail to disclose all hazards
existing as of the inception date of the policy
provided such failure is not intentional.

9. Unintentional Failure to Notify
The following is added to SECTION II -
LIABILITY, E. Liability and Medical Expenses
General Conditions, 2. Duties in the Event of
Occurrence, Offense, Claim or Suit:

Your rights afforded under this Coverage Part
shall not be prejudiced if you fail to give us
notice of an "occurrence", offense, claim or "suit",
solely due to your reasonable and documented
belief that the "bodily injury", "property damage"
or "personal and advertising injury" is not
covered under this Policy.

ALL OTHER TERMS, CONDITIONS, AND EXCLUSIONS REMAIN UNCHANGED. 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 6 of 6 Attachment B Agenda Report Page 71
premium in accordance with our rates and
rules then in effect.

3. With our consent, you may continue this
policy in force by paying a continuation
premium for each successive one-year
period. The premium must be:
a. Paid to us prior to the anniversary
date; and
b. Determined in accordance with
paragraph 2. above.

Our forms then in effect will apply. If you
do not pay the continuation premium, this
policy will expire on the first anniversary
date that we have not received the
premium.

4. Undeclared exposures or change in your
business operation, acquisition or use of
locations may occur during the policy
period that is not shown in the
Declarations. If so, we may require an
additional premium. That premium will be
determined in accordance with our rates
and rules then in effect.

J. Premium Audit

1. This policy is subject to audit if a premium
designated as an advance premium is
shown in the Declarations. We will
compute the final premium due when we
determine your actual exposures.

2. Premium shown in this policy as advance
premium is a deposit premium only. At the
close of each audit period, we will
compute the earned premium for that
period and send notice to the first Named
Insured. The due date for audit premiums
is the date shown as the due date on the
bill. If the sum of the advance and audit
premiums paid for the policy period is
greater than the earned premium, we will
return the excess to the first Named
Insured.

3. The first Named Insured must keep
records of the information we need for
premium computation and send us copies
at such times as we may request.

K. Transfer of Rights of Recovery Against Others
to Us

1. Applicable to SECTION I - PROPERTY
Coverage:

If any person or organization to or for
whom we make payment under this policy
has rights to recover damages from
another, those rights are transferred to us
to the extent of our payment. That person
or organization must do everything
necessary to secure our rights and must
do nothing after loss to impair them. But
you may waive your rights against another
party in writing:
insured's rights against all those other
insurers.
c. When this insurance is excess over other
insurance, we will pay only our share of
the amount of the loss, if any, that
exceeds the sum of:
(1) The total amount that all such other
insurance would pay for the loss in
the absence of this insurance; and
(2) The total of all deductible and
self-insured amounts under all that
other insurance.
d. We will share the remaining loss, if any,
with any other insurance that is not
described in this provision and was not
bought specifically to apply in excess of
the Limits of Insurance shown in the
Declarations for this Coverage.
e. Method of Sharing
If all of the other insurance permits
contribution by equal shares, we will
follow this method also. Under this
approach each insurer contributes equal
amounts until it has paid its applicable
Limit of Insurance or none of the loss
remains, whichever comes first.

If any of the other insurance does not
permit contribution by equal shares, we
will contribute by limits. Under this
method, each insurer's share is based on
the ratio of its applicable Limit of
Insurance to the total applicable limits of
insurance of all insurers.
f. When this insurance is excess, we will
have no duty under Business Liability
Coverage to defend any claim or "suit"
that any other insurer has a duty to
defend. If no other insurer defends, we
will undertake to do so; but we will be
entitled to the insured's rights against all
those other insurers.

I. Premiums

1. The first Named Insured shown in the
Declarations:
a. Is responsible for the payment of all
premiums; and
b. Will be the payee for any return
premiums we pay.

2. The premium shown in the Declarations was
computed based on rates in effect at the time
the policy was issued. On each renewal,
continuation or anniversary of the effective
date of this policy, we will compute the
391-1003 08 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 80 of 81 Attachment B Agenda Report Page 72
OB3 A915118 1001136
a. Prior to a loss to your Covered
Property.
b. After a loss to your Covered Property
only if, at time of loss, that party is
one of the following:
(1) Someone insured by this
insurance;
(2) A business firm:
(a) Owned or controlled by you;
or
(b) That owns or controls you; or
(3) Your tenant.

You may also accept the usual bills of
lading or shipping receipts limiting the
liability of carriers.

This will not restrict your insurance.

2. Applicable to SECTION II - LIABILITY
Coverage:

If the insured has rights to recover all or
part of any payment we have made
under this Coverage Part, those rights
are transferred to us. The insured must
do nothing after loss to impair such
rights. At our request, the insured will
bring "suit" or transfer those rights to us
and help us enforce them.

We waive any right of recovery we may
have against any person or
organization with whom you have a
written contract, permit or agreement
to waive any rights of recovery against
such person or organization because of
payments we make for injury or
damage arising out of your ongoing
operations or "your work" done under a
contract with that person or
organization and included in the
"products-completed operations
hazard".

This condition does not apply to
Medical Expenses Coverage.

L. Transfer of Your Rights and Duties Under
This Policy
Your rights and duties under this policy
may not be transferred without our written
consent except in the case of death of an
individual Named Insured. If you die, your
rights and duties will be transferred to your
legal representative but only while that
legal representative is acting within the
scope of their duties as your legal
representative. Until your legal
representative is appointed, anyone with
proper temporary custody of your property
will have your rights and duties but only
with respect to that property.
391-1003 08 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 81 of 81 Attachment B Agenda Report Page 73

CITY OF PIEDMONT

CALIFORNIA
Municipal Business Tax
License #: BUS-009579 Expiration Date: 12/27/2024
Issue Date: 12/27/2023
Business Name: CLIENTFIRST TECHNOLOGY CONSULTING
Location: 980 MONTECITO DRIVE
CORONA, CA 92879
Business Owner: DAVID KROUT
980 MONTECITO DRIVE
CORONA, CA 92879
State Contractor License #:

Business Type: SPECIAL TRADE CONTRACTOR
Workers Compensation Carrier
Workers Compensation Policy #:

Workers Compensation
Expiration:

Tax Amount: $100.00
State Disability Fee: $4.00
Amount Paid: $107.42
City Clerk
This licensee has paid to the City of Piedmont the business tax required by the City Code and is herby authorized to conduct business in the City of Piedmont. This license must be conspicuously posted at any fixed place of business. All other licensees must carry this license with them while conducting business in the City of Piedmont. 120 VISTA AVE. / PIEDMONT, CA 94611 / (510) 420-3040 / FAX (510) 653-8272 Attachment B Agenda Report Page 74
Agreement/Contract
Signature Routing Form
Title Summary:
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Agreement Type: ____Contractual/Consulting/Professional Services Agreement ___Master Service Agreement ___Purchase Agreement
___Construction Agreement CIP ___Construction Agreement Non-CIP ___Grant Agreement ___Other: ________________________________ Check if Amendment _____ Original contract no. _____________________________________ Originating Department: _____________________ Contract Manager: ___________________ City Attorney Review by: ________________________________________________________ Council Approval Date & Resolution No. (if applicable): _______________________________ Contract Amount: _____________________Start Date: ___________ End Date: ____________ Attachments: ____Payment/Fee Schedule ____Certificate of Insurance ____W-9 ____Scope of Services ____Business License ____ Work Order ___Other: ______________ _____________________________________________________________________________ Signature Routing Date Reviewed/Signed Initials:

Contracting Party
City Attorney
City Admin/Mayor
City Clerk
First Amendment to Agreement with ClientFirst Updating Scope of Work and Hourly Rate Schedule and Estimated Budget
X
X
City Administration Rosanna Bayon Moore
Deepa Sharma
6/17/24; 36-2024
X X
X X
E400-0045-2631
$294,160 6/17/24 NA
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 7/9/2024
7/16/2024
7/16/2024
7/17/2024
Attachment B Agenda Report Page 75

CONSULTANT SERVICES AGREEMENT

STRATEGIC INFORMATION TECHNOLOGY SERVICES
This AGREEMENT FOR CONSULTANT SERVICES ("Agreement") is entered into as of the June 17, 2024, 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.

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.

Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 76
b. Time of Performance. The services of Consultant are to immediately commence upon execution of this Agreement and Consultant understands that time is of 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.

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 Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 77
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) 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.

Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 78

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 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 Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 79
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, 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 Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 80
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 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.

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 Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 82
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.

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 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.

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
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 83

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 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, Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 84
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.

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.

Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 85
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 Managing Partner
Approved as to Form and Legality:
______________________
Michelle Marchetta Kenyon, City Attorney
Deepa Sharma, Assistant City Attorney
Attest:
______________________
Anna M. Brown
City Clerk
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 86

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
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 87

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
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 88

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (nonowned), with limit no less than $2,000,000 per accident for bodily injury and property damage.

4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 89
Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85, or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms, if later revisions used).

Primary Coverage
For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 with respect to the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:

1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 90
least eighteen (18) months after completion of the contract of work.

3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work.

Verification of Coverage
Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the COL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 91

CITY OF PIEDMONT

Business Type: SPECIAL TRADE CONTRACTOR
Workers Compensation Carrier
Workers Compensation Policy #:

Workers Compensation
Expiration:

Tax Amount: $100.00
State Disability Fee: $4.00
Amount Paid: $107.42
City Clerk
This licensee has paid to the City of Piedmont the business tax required by the City Code and is herby authorized to conduct business in the City of Piedmont. This license must be conspicuously posted at any fixed place of business. All other licensees must carry this license with them while conducting business in the City of Piedmont. 120 VISTA AVE. / PIEDMONT, CA 94611 / (510) 420-3040 / FAX (510) 653-8272 Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 92
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 93
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 94
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 95
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 96
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 97
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 98
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 99
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 100
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 101
Docusign Envelope ID: 3C633BE7-D2F7-41F3-AD0D-DD59B0A6C682 Attachment B Agenda Report Page 102
3 EXHIBIT A
Scope of Work
1) Fire Department
a. Post-implementation support for Time Keeping and Attendance Improvements 2) Public Works, Planning, Building, Planning, City Clerk a. Ongoing support for Community Development (formerly TRAKIT) i. Annual Fee Schedule Update
ii. Solar Permits Integration with Community Development 3) Communications
a. Council Chambers A/V Upgrade Design Assistance
b. Website replacement RFP Assistance
4) Police Department
a. Dispatch Center Relocation Project
5) Citywide Ongoing IT Management Assistance
a. Procurement, Cyber Security, GIS, Telecom, IT Budgeting Attachment C Agenda Report Page 103
4 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 Notes
Fire Department Time & Attendance
Interface and Implementation Project
Management
$7,500 Post-implementation support
General ComDev System
Administration $72,000 Ongoing support for ComDev (formerlyTRAKiT) Solar Permits Assistance $7,000 Integration with ComDev ComDev Fee Schedule Update $6,000 Annual fee schedule changes IT Support RFP and Vendor Selection $10,000 Procure IT Support firm IT Management Assist $60,000 Ongoing IT strategy, management assistance (vCIO) GIS Assistance $30,000 Ongoing assistance with GIS tasks, parcel maintenance, GIS for PD
GIS Mapping - Fire Department $5,000 Monthly updates from County & Mutual Aid Boundary Improvements
Website Replacement RPF and
Vendor Selection $10,000
Council Chambers A/V Assistance $20,000
Incident Response and Disaster
Recovery Tabletop Exercises $10,000
Dispatch Move Oversight $5,000 Provide oversight for the upcoming dispatch move TOTAL ESTIMATED BUDGET $242,500
Attachment C Agenda Report Page 104
Project Estimated
Cost Notes
Fire Department Time & Attendance Interface and
Implementation Project Management $ 7,500 Contingency for post-implementation assistance General ComDev System Administration $ 72,000 Ongoing support.

ComDev Fee Schedule Update $ 6,000 Annual
Solar Permits Assistance $ 7,000 Integration with ComDev IT Management Assist $ 60,000 vCIO, IT Strategy, IT priorities, contract management IT Support RFP and Vendor Selection $ 10,000
Website Replacement RFP and Vendor Selection $ 15,000 Assist Communications with RFP to improve website Council Chambers A/V Assistance $ 20,000 Ongoing assistance with Council Chambers A/V remodel GIS Assistance $ 25,000 Ongoing assistance with GIS tasks, maintain parcels, GIS for PD
GIS Mapping - Fire Department $ 5,000 Monthly updates from County & Mutual Aid Boundary Improvements
Incident Response & Disaster Recovery TableTop
Exercises $ 10,000 From Cybersecurity Insurance Assessment Dispatch Move Oversight $ 5,000
ClientFirst Services $ 242,500
City of Piedmont ClientFirst Projects - FYE26
1 of 1
Agenda Report Page 105
Attachment D

Piedmont City CouncilJune 16, 2025

Piedmont City Council
June 16, 2025