1.F APPROVAL OF AGMT FOR FALSE ALARM MGMT SVCS — Placentia City Council, December 3, 2024

Agenda Item No: 1.f

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: December 3, 2024
Submitted by: Teri Knutson
From: Police Department
Subject:

Approval of Agreement for False Alarm Management Services Financial Impact:

Fiscal Impact:

Revenue: $130,000 per Fiscal Year
Summary:

The City contracts for the administration of false alarm fine charges with a private vendor.

This action will consider approval of an updated agreement for these services with the existing provider, Alarm Program Systems, which received the highest score in a recent Request for Proposals.

Recommendation:

Recommended Action: It is recommended that the City Council:

1. Approve a Professional Services Agreement with Alarm Program Systems, LLC for a term of five (5) years for false alarm management services; and

2. Authorize the Acting City Administrator and/or her designee to execute the necessary documents, in a form approved by the City Attorney.

Strategic Plan Statement:

This item conforms to Strategic Plan Goal 2, Ensure that Public Safety Continues to be a Hiah Priority.

Discussion:

Placentia Municipal Code Section 10.38.040 requires every resident or business with an alarm system to obtain a permit from the Police Department. A bi-annual fee is charged to maintain the alarm permit system. False alarms cause a drain upon Police Department resources, so Placentia Municipal Code Section 10.38.100 allows a fine to be charged to those alarm owners who have excessive false alarms to encourage alarm owners to maintain their systems and implement procedures to prevent false alarms. The goal of this program is to reduce the number of false alarms and, by doing so, increase the amount of patrol time for police officers.

Alarm Program Systems (APS) has been providing false alarm management services to Placentia for the past five years. Currently, APS retains 16% of all alarm program revenues 173

collected to administer the program, which generates an estimated $130,000 per fiscal year.

To ensure the City is receiving the best cost-efficient services, the Police Department issued a Request for Proposals for false alarm management services. Two firms responded.

Vendor Proposal Amount
Alarm Program Systems 19% of revenue collected
PM AM Corporation 15% of revenue collected
Staff recommends that the City retain the existing provider, Alarm Program Systems, for a five-year term. The City has had excellent service with the firm for the past five years.

Continuity with the firm's knowledge of the Placentia Municipal Code and maintaining service to residents and businesses justifies continuing with the same company.

Fiscal Impact Summary:

The City receives an estimated $130,000 per year in revenues from false alarm collections.

Attachments
PSA False Alarm 2024-2029.pdf
Exhibit A - Alarm Program Systems Proposal 10-10-2024.pdf C01- City of Placentia - Alarm Program Systems, LLC.pdf 174

CITY OF PLACENTIA

PROFESSIONAL SERVICES AGREEMENT
WITH

ALARM PROGRAM SERVICES, LLC
THIS AGREEMENT is made and entered into this 3rd day of December, 2024 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and ALARM PROGRAM SYSTEMS, LLC, a California corporation ("Consultant").

WITNESSETH:

A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to provide False Alarm Management Services within the City of Placentia, as more fully described herein; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties, and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:

1.0. SERVICES PROVIDED BY CONSULTANT

1.1. Scope of Services. Consultant shall provide the professional services described in Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.

1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.

1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
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(a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.

1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State, and local laws and ordinances applicable to the services required under this Agreement. Consultant warrants that it is not suspended or debarred from doing business with the United States government and can legally be paid from federal funds. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above-mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.

1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender, or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay, or other forms of compensation and selection for training, including apprenticeship.

Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.

Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.

1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.

1.8. Confidentiality. Employees of Consultant in the course of their duties may have 2 Alarm Program Services
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access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.

2.0. COMPENSATION AND BILLING

2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed Nineteen percent (19%) of revenues collected as detailed in Consultant's Proposal dated October 10, 2024, unless authorized herein.

2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.

Should the City request in writing additional services that increase the hereinabove described "Scope of Services", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 10% of the total contract sum. The City Administrator is authorized to approve a Change Order for such additional services. Where the original contract is $40,000.00 or less, City Council approval shall be required prior to any increase bringing the total compensation to more than $40,000.00.

2.3. Method of Billing.. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.

2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.

3.0. TIME OF PERFORMANCE

3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A". The Project Schedule may be amended by mutual agreement of the parties. Failure to commence work in a timely manner and/or diligently pursue work to completion may be grounds for termination of this Agreement. 3 Alarm Program Services
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3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.

4.0. TERM AND TERMINATION

4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of five (5) years, terminating on December 2, 2029, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties..

4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates, or abandons a portion of this Agreement such suspension, termination, or abandonment shall not make void or invalidate the remainder of this Agreement.

If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any
indebtedness under this Agreement;
e. Suffer any judgment against it to remain
for thirty (30) days or longer; or
f. Institute or suffer to be instituted any
rearrangement of its affairs.
4 obligation or payment of any
unsatisfied or unbonded of record
procedures for reorganization or
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4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein.

In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.

4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development, and construction documents, data studies, drawings, maps, and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.

5.0. INSURANCE

5.1. Insurance. The Contractor and all subcontractors, if any, shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, insurance as set forth in Exhibit "B" attached hereto and incorporated herein by this reference.

Neither the City nor any of its officers, officials, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant. If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.

5.2. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.

5.3. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages, as well as providing the City with the required endorsements, in a form and content approved by City, prior to performing any services under this Agreement.

The certificates of insurance and endorsements shall be attached hereto as Exhibit "C" and incorporated herein by this reference.

5.4. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

6.0. GENERAL PROVISIONS

6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior 5 Alarm Program Services
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writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.

6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives, and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.

Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives, and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.

6.3. Proiect Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.

Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.

6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement, or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.

IF TO CONSULTANT:

Alarm Program Systems LLC.
367 Civic Drive — Suite 10
Pleasant Hill, CA 94523
Tel: 510-267-0414
Attn: Jim Huchingson
IF TO CITY:

City of Placentia
401 E. Chapman Ave.

Placentia, CA 92870
Tel: 714-993-8164
Fax: 714-524-3459
Attn: Brad Butts

6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

6.6. Governing Law. This Agreement shall be governed by and construed under the 6 Alarm Program Services
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laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.

6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet, or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting, or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.

6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits, or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply without any advance showing of negligence, recklessness, or willful misconduct by the Consultant, its employees, and/or authorized subcontractors, but shall be required whenever any claim, action, complaint, or suit asserts as its basis the negligence, recklessness, or willful misconduct of the Consultant, its employees, and/or authorized subcontractors, and/or whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.

6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent.

Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable 7 Alarm Program Services
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worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.

6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

Notwithstanding any other agency, State, or Federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.

6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.

Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes, or any other Project related items as requested by City or its authorized representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.

6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 7924.510, and 8 Alarm Program Services
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of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.

6.14. Conflict of Interest. Consultant and its officers, employees, associates, and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090.

During the term of this Agreement, Consultant and its officers, employees, associates, and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates, or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project.

Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications.

Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.

6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.

6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.

6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:

This Agreement, the City's Request for Proposals, the Consultant's Proposal.

6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

6.19. No Third Party Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental 9 Alarm Program Services
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beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.

6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.

6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

6.24. Severabilitv. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.

6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.

CITY OF PLACENTIA,
A municipal corporation
10 Date:

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Rosanna Ramirez, Acting City Administratorr
ATTEST:

City Clerk and ex -officio Clerk
of the City of Placentia
CONSULTANT:

Signature
Jim Hutchingson, President
Taxpayer ID Number
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:

Krysle Murillo, Risk Manager
APPROVED AS TO CONTENT:

James Mcllheney, Project Manager
DEPARTMENTAL APPROVAL:

Brad Butts, Chief of Police
11 Date:

Date:

Alarm Program Services
Rev. 01/2024 185

EXHIBIT A

CONSULTANT'S PROPOSAL AND SCOPE OF WORK
12 Alarm Program Services
Rev. 01/2024 186

EXHIBIT B

INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance
City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement.

Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:

1. Commercial General Liability Insurance
Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location.

If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.

2. Business Automobile Liability Insurance
Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage Form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.

3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars 13 Alarm Program Services
Rev. 01/2024 187

($1,000,000.00) per accident for any employee or employees of Consultant.

Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies.

By signing this Agreement, the Consultant acknowledges and agrees to the following:

I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers' Compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete workers' compensation insurance, and shall furnish a certificate of insurance to the Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.

4. Standards for Insurance Companies
All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.

B. Documentation and Other Provisions

1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms:

CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms: CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.
14 Alarm Program Services
Rev. 01/2024 188

2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense.

3. The Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy.

4. Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.

Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.

5. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

6. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.

7. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their insurance policies.

8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable. 15 Alarm Program Services
Rev. 01/2024 189

EXHIBIT C

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
16 Alarm Program Services
Rev. 01/2024 190

F PLACENTA

FALSE ALARMS MANAGEMENT SERVICES

PROPOSAL
SUBMITTAL DATE: 10/10/2024
Alarm Program Systems LLC.
367 Civic Drive - Suite 10
Pleasant Hill, CA 94523
Phone: 510-267-0414
www.alarmprogramsystems.com
ALARM

PROGRAM SYSTEMS, LLC
191

Teri Knutson
Management Analyst
City of Placentia
401 E Chapman Ave
Placentia, CA 92870
Ms. Knutson:

Executive Summary
In response to the City of Placentia's recent RFP, Alarm Program Systems LLC. [APS] is pleased to present the city with a proposal to provide False Alarm Management Services. APS is honored to have had the opportunity to work as Placentia's partner in this capacity for the last 5 years. It is our sincere belief that our company provides the industry's leading solution and we'd like nothing more than continue our relationship as the Placentia's alarm program administrator.

The APS value proposition is simple:
• We are the only nationwide owner -operated solutions provider focused exclusively on alarm ordinance management.
• We offer a 100% web -based CRM platform built on Salesforce.com that provides flexible industry-leading capability.
• We have the size, focus and processes to provide clearly superior service to any alternative in the marketplace.

APS is headquartered in the San Francisco Bay Area and currently administers programs for 60 agencies. Our company handles 310,000+ alarm permits and processes 4,900+ false alarms monthly across its partner base. Over the course of our 10 year history, we've managed growth with a close attention to our core mission to provide the best service in this market segment. We've established by reputation a platform robust enough to maintain this standard from agencies servicing upwards of 800,000 citizens down to those servicing under 20,000.

The APS application is a 100% cloud -based solution that enables collaboration, integration and automation between business units across multiple departments - creating a true municipal agency and citizen engagement solution. All program information is highly secure, stable, and accessible in real time from any device. From the front end citizen portal to the back end administrative interface, APS is able to leverage an industry leading technology stack to ensure that our product offering is constantly improving at the pace of current technology.

On the service side, APS features an experienced customer support team that is well versed in all aspects in the management of an alarm program. Our staff will be trained on both Placentia's Alarm Ordinance and the manor in which the city want's it administered. To ensure that we operate as an effective face forward for our partner agencies, APS places a strong Copyright © 2024 Alarm Program Systems, LLC

Executive Summary
priority on responsive support via phone and email during all business hours. Additionally, our focused in person outreach to problem alarm sites has demonstrated effectiveness in both reducing aggregate false alarms while improving collection metrics.

We believe the APS solution can continue to help Placentia significantly lower embedded agency costs, heighten public awareness, increase program revenues, meaningfully reduce both intrusion and fire false alarms, and free up valuable resources for public safety.

Please do not hesitate to contact us if you have any questions.

Sincerely,
Jim Huchingson
President
Alarm Program Systems LLC.
367 Civic Drive, Suite 10
Pleasant Hill, CA 94523
Copyright © 2024 Alarm Program Systems, LLC

CITY OF PLACENTIA

PROPOSAL REQUIREMENTS

PROPOSAL LETTER
CONTRACTOR NAME:

AIS Program Systems LLC
In response to the request to provide False Alarm Management Services for the City of Placentia, we the undersigned hereby declare that we have carefully read and examined the RFP documents including any plans and specifications, and hereby propose to perform and complete the Work as required in the Contract.

This Contract is not exclusive. The City expressly reserves the right to contract for performance of services such as those described herein through other Contractors.

The undersigned agrees to supply the Scope of Work at the costs indicated in its cost proposal if its Proposal is accepted within 120 days from the date specified in the RFP for receipt of proposals.

The undersigned has reviewed the enclosed contract terms and conditions and agrees to accept all terms and conditions of the CITYIs contract unless otherwise noted in the proposal response. If any exceptions are taken,. Proposer has identified such exception in the available space below. Such exception shall identify each item to which the Proposer is taking exception or is recommending change, including the suggested rewording of the contractual obligations or suggested change in RFP, and identifies the reasons for submitting the proposed exception or change.

If recommended for Contract award, the undersigned agrees to execute a contract which will be prepared by the CITY for execution, within 10 calendar clays following Notification of Award. It is understood that the recommendation for contract award will not be placed on the agenda for consideration by the City Council until the CITY has received the executed contract, The CITY will fully execute the contract subject to resolution of Protest filings, if any, and approval by the City Council. 15 Copyright © 2024 Alarm Program Systems, LLC

The undersigned will also deliver to the CITY prior to the commencement of Scope of Work the necessary original Certificates of Insurance. If services are authorized to commence prior to the execution of the Contract pursuant to a Notice to Proceed issued by the CITY, pending the execution of the Contract, the services shall be subject to the terms and conditions of the Scope of Work and the Contract.

Incorporated herein and made a part of this Proposal are the Response Data and Proposal Forms required by the Proposal Requirements.

The undersigned acknowledges receipt, understanding and full consideration of the following Addenda to the RFP Documents (if applicable):

Addenda No. NM
Identification of Exception(s) to RFP, Scope of Work or Sample Agreement. If not applicable, write "N/A" in the space provided:

NIA
Proposer represents that the following person is authorized to negotiate on its behalf with the CITY in connection with this RFP:

Jim Hudriingsdn President 510-267-0414
(Name) (Title) (Phone)
The undersigned certifies that it has examined and is fully familiar with all of the provisions of the RFP Documents and is satisfied that they are accurate; that it has carefully checked all the words and figures and all statements made in the Proposal Requirements; that it has satisfied itself with respect to other matters pertaining to the proposal which in any way affect the Work or the cost thereof The undersigned hereby agrees that the CITY will not be responsible for any errors or omissions in these RFP Documents.

BY:
rStu re
r-
( 9 )
Jim Huchingson
(Type or Print Name)
President
(Title)
16 Copyright © 2024 Alarm Program Systems, LLC
510-267-0414
(Phone Number)

PROPOSER/CONTRACTOR STATEMENT

REGARDING INSURANCE COVERAGE
(Submit with RFP Package)
This signed document must be included with your bid package in order For your Proposal to be considered complete!
PROPOSER/CONTRACTOR HEREBY CERTIFIES that he/she has reviewed and understands the insurance coverage requirements specified in Exhibit B, Insurance Requirements, of the Sample Agreement,
Should we/I be awarded the contract, we{I certify that we/1 can meet the specified requirements for insurance, including insurance coverage of the subcontractors, and agree to name the CITY and other additional insureds as per the agreement for the work specified And wen will comply with the provisions of Section 3700 of the Labor Cade, which require every employer to be insured against liability for worker's compensation or to undertake self- insurance in accordance with the provisions of that code, before commencing the performance of the work specified.

Jim Huchingson, Alarm Program Systems LLC
Please Print (Person, Firm, orCorporation}
Signature of Authorized Representative
Jim Huchingson, President
Please Print (Name &Tide of Authorized Representative)
101812824
Date
510-267-0414 jim a larmprogramsystems_com
Phone Number Emall
NOTE: All insurance certificates and endorsements must be received by or sent within ten (10) City working days of the original request or the City reserves the right to proceed with the next lowest responsible bidder or the next highest scoring proposer in the process. Please do not send any insurance documents to the City with your Proposal.
17 Copyright © 2024 Alarm Program Systems, LLC
197

Form
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Cat 00. TOFS1 X
Copyright © 2024 Alarm Program Systems, LLC
Date 91812024
• Form: 1099 -CAI (dividends, including those from stocks Of mu:cal funds)
• Form 1099-MISC (varhua types of income- prizes, awards, or gross proceeds)
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REFERENCES
199

References
APS References
Glendale Police Department, CA 8/21 -Present
Alison Finch, Public Safety Business Administrator
(818) 937-8851 / [email protected]
Population: 202,000
Selected in RFP
Migrated alarm program from former administrator, PM AM Current Outsourced Administrator
Queen Creek, AZ 9/23 -Present
Luz Fierro, Police Support Specialist Supervisor
(580) 358-3535 / [email protected]
Population: 72,000
Migrated from in house solution
Current Outsourced Administrator
Clackamas County Sheriff's Office, OR 7/23 -Present
Tami Dran, Records Manager
(503) 785-5181 / [email protected]
Population: 205,000
Migrated from CryWolf
Current Outsourced Administrator
Boulder Police Department, CO 1/20 -Present
Therese Hil'leary, Dispatch Supervisor
(303) 441-4828 / [email protected]
Population: 109,000
Selected in RFP
Migrated from CryWolf
Current Outsourced Administrator
Montebello Police Department, CA 1/20 -Present
Stacy Smith, Communications Supervisor
(323) 887-1209 / [email protected]
Population: 63,000
Migrated alarm program from in house solution
Current Outsourced Administrator
Copyright © 2024 Alarm Program Systems, LLC
200

Solution Overview
Solution Overview
APS will continue to manage/administer the Placentia False Alarm Program with the same attention to detail, responsiveness, and citizen support that drew Placentia to partnering with us 5 years ago.

APS's project team for Placentia have all been in place since the beginning of our current contract with the city. Each of the members (p. 19) — from Project Manager, Technical Manager and Customer Support —are all principals who will be giving their full attention to managing a successful partnership. Placentia will have our undivided attention. Jim Huchingson, President, will continue to serve as the dedicated Project Manager.

Alarm Program Systems will continue to provide Placentia with a 100% web -based application that requires no hardware or software to be purchased. APS is prepared to work with all defined city personnel to ensure the City of Placentia meets all of objectives with its alarm program. ❑ APS shall, consistent with Placentia's current alarm ordinance and any future amendments, provide, operate, and maintain Placentia's Alarm Management Program. More specifically, we shall develop, provide, operate, and maintain the systems necessary to communicate with Placentia's designated officials, Alarm Companies, Police Department, and those members of its citizenry affected by the alarm ordinance.
❑ The APS platform will be tailored to fit Placentia's particular needs and objectives and it will perform all functions necessary to satisfy same. It will acquire, access, assimilate, produce, record and store data relevant to the operation of Placentia's Alarm Management Program. It will generate and issue notices, permits and billing statements; track accounts receivables, account histories (including hearings and appeals); and generate reports.
❑ APS will provide accounting reconciliation services and accounting reports for all billing pursuant to Generally Accepted Accounting Principals on a monthly basis. This shall include monthly auditing to ensure accuracy. Said reports and all supporting documents will be submitted to the city within ten business days of month's end.
❑ APS will securely maintain all existing alarm program records (permits, billings, payments/history, fees outstanding, etc.) for the Placentia alarm program. ❑ APS will notify households, businesses, and alarm service providers of alarm ordinance existence and requirements, using city -generated templates and language as required. ❑ APS will generate and issue notices, permits and billing statements; track accounts receivables; and generate reports.

❑ APS will establish an interface protocol with Placentia's current CAD/RMS vendor and collect alarm call data weekly, or as otherwise required by Placentia. We will provide for a secure, encrypted transmission of this data.
❑ APS will perform billing and payment collection functions consistent with the terms of Placentia's alarm ordinance. We will send written notice to alarm users who generate false alarms and actively pursue those who are delinquent in making their required payments. ❑ APS will provide an online alarm user portal where households and businesses can obtain and renew alarm permits, pay billings, view their alarm activity, view Placentia' alarm ordinance, update account information, and review FAQ's and responses thereto.
❑ APS will maintain a Toll -Free telephone number (M -F, 9am-5pm PST) that individuals may call to speak with someone about the specific details of their bills or to ask about the alarm permit program in general. Additionally, inquiries may be submitted via email and a timely response will be delivered to each inquiry received.
❑ APS will provide a system -integrated solution to collect and organize appeals for City mediation and handle adjustments and communication upon resolution.
❑ APS will provide Placentia with 24-hour emergency telephone number where an APS associate can be reached at all times.
❑ APS will provide training to Placentia employees engaged in the operation and/or oversight of Placentia's Alarm Management Program.
❑ APS will provide Placentia with secure, online access to alarm management information, including, but not limited to, reports produced by Placentia -defined search criteria. ❑ APS will produce and deliver reports to Placentia in a timely manner as required or requested by the city, including, but not limited to, auto -notifications. ❑ Our system is capable of generating and producing reports based upon the entry of a variety of parameters, including, but not limited to: registration number, permit status, customer name, customer address, incident type, and date, including a range of dates. Our system accepts multiple search criteria, including partial and wildcard searches.

APS TEAM
204

Project Management Organization
• Jim
Huchingson
President
Data
Integration
• Tamara
Hartsgrove
Customer
Support
Partnership
Project Team
• Lisa Baxter
• Brett Glass
Jim Huchingson will serve as Project Manager and oversee all phases of the Placentia partnership.

His efforts will be concentrated on the development of a rollout plan and overseeing all phases of the project - including status meetings, data import, website development, and managing CAD and financial interfaces.

Lisa Baxter will conduct customer support training. She will train the train customer support staff on Placentia's ordinance, establish a protocol for appeals with the city, and implement work flow rules for collection and billing.

Tamara Hartsgrove will serve as the point person for data conversion and integration. She will take alarm program data in whatever form it currently exists and import it onto the APS platform. She will also assist in designing of any necessary CAD/RMS interface.

Brett Glass will serve as Co -Manager on the project and coordinate regular progress meetings with Placentia to ensure clear communication throughout the onboarding process. He'II handle all communication materials for alarm company and citizen outreach. Brett will continue as Placentia's primary Customer Service Representative after the program has been rolled out.

These four key members of the team will serve as contact points for respective staff members in Placentia focused on the False Alarm Management Program. Each will be principally responsible for working with Placentia and ensuring the success of its alarm program.

IProject Team 1
Key Project Personnel
Jim Huchingson
Project Manager/President
Jim Huchingson is the President and founder (2012) of Alarm Program Systems, LLC..

Jim has over seventeen years of experience in designing, implementing, supporting and managing recurring revenue streams for many of the largest organizations in the world, including providing services to run the False Alarm Program for the City of San Francisco.

He plays an integral part of the day-to-day operations including Customer Support, Finance and Product Development. Additionally, Jim is in charge of each implementation and the customer on - boarding process.

Jim graduated with a Bachelor's degree in Legal Studies from the University of California at Berkeley.

Technology Background:
• Salesforce.com
• Force.com
• Zendesk [Customer Support}
• Permit and Licensing Process
Development and Optimization
• Product Development [Jim is the architect of the
Alarm Program Systems application]
• Customer Support Process Development
• Heroku Web Development and E -Commerce
Applications
•
•
Lisa Baxtpp
Training Manager/Customer Support
Dedicated Customer Service Manager with 15 years of experience building, staffing, and overseeing high -functioning operations and service teams in both health care and technology verticals. Prior to APS, Lisa worked at Halt Medical (acquired by Acessa Health) and AcroMetrix.

Lisa is responsible for service agent training as well as testing, modifying and implementing all customer support workflows. She heads the hearing and appeals process and has extensive experience in collections and billing.

Lisa is recognized for exceptional, high -touch customer service, maintaining a 100% recommendations rating on feedback surveys.

Darlene White
Program Support Manager
Alarm company coordinator and
customer service representative.

Ten years experience in investment
banking, with roles as national and
regional account executive (Integrity
First Financial Group & Freedman,
Billings & Ramsey).

Twenty years professional
experience managing customer
service operations.
206
10 •
•
Project Team
Tamara Hartsgrove
Implementation Manager
Tamara is responsible for all new and running projects; working with developers and managers; creating testing plans, outlines and the implementation of CAD and software interfaces. She oversees quality assurance and data migration. She is proficient with systems such as Task, Microsoft Expression, Excel, SQL, Word, Access, OnTime, Microsoft Project, and Salesforce.

Dave Kr upinski
Developer
Full -Stack Engineer with a focus on Content Systems Architecture. Custom tools to generate, maintain, and distribute content across the web and mobile devices. Tasks include modifying, upgrading and optimizing the APS platform.

Technology Background:
• Ruby on Rails
• NodeJS
• HTML5
• MongoDB
• Redis
• MySQL
• Haml
• SQL Server
• Slim
• Javascript
• JQuery
• CoffeeScript
• SpineJS
• Prototype
• Cold Fusion
Brett Glass
Operations & Partnership/Vice President
Customer outreach, product development, and compliance processes. Prior to joining APS, Brett had twenty years of experience in financial service corporate management, including Hambrecht & Quist, Lake Union Capital (Managing Partner), First Albany (Managing Director), and JP Morgan. Bachelor of Arts, UCLA.

Scope of Service
Project Approach: Technology
Our firm has become a popular solution for law enforcement agencies who have chosen to implement a true CRM solution beyond simply invoicing and billing. The APS application is built on the Salesforce.com platform, which enables collaboration, integration and automation between business units, applications across multiple departments - creating a true municipal agency -citizen engagement solution.

Utilizing the APS platform, Placentia staff will have unlimited real-time access to all relevant data related to the alarm program's operation. Though a simple, point and click interface, city administrators will have the ability to call data metrics (on any time frame) such as program revenues, current permits, refused permits, false alarm billings, outstanding receivables, past due balances, collection rates, upcoming renewals, etc.

Custom reports can designed for each user's individual preferences. All reporting is easily exported to Excel, PDF, or other file formats.

The APS CRM -rich feature set allows users (both city and administrator) to record an up-to-the-minute history of all customer service interaction related to each unique permit/account. Phone inquiries, emails, appeals, and agency notes can all be logged and shared by users to maximize collaborative efficiency.

The APS application is a 100% web -based, secure platform built from the ground up on a technology stack unparalleled in the industry today leveraging the ongoing evolution of leading-edge applications such as:
salesforce
iris
i•o an icci,o 1
H web services
1 !
� slack
stripe
HEROKU
wAr
A Aft
zendesk
Google
PLAID
Building on Salesforce cloud -based architecture helps ensure that your alarm program's functionality is able to upgrade in parallel with the rapid evolution of technology. Our commitment to constantly investing to provide the leading standard in both personal client service and technology translates to alarm management programs that experience both the lowest error rate and highest collection rate in the industry.

Customer Service
Scope of Service
APS has a diverse collection of expert customer support professionals with a proven capacity to drive program revenue and false alarm reduction. From our project managers to our customer support staff, we employ only the most qualified individuals in the industry. We invest heavily in initial and ongoing training to maintain competency in support strategies, industry issues, client products and services, and general communication skills.

The training is comprised of four components:
•Ordinance -Specific Training: Revenue events and triggers, policy guidelines and fee schedules. •Customer Support Training: Common objection handling review, FAQs and Placentia program review will enhance team communication and collection skills.
•Community Awareness Training: Our customer support team will review and disseminate all current community affairs and Law Enforcement news in Placentia on a daily basis to ensure our staff can understand and communicate effectively with the residents of Placentia. •Continued and Ongoing Training: Our team's practical hands-on support experience is a great resource for improving the process and identifying ways to maximize false alarm reduction for our clients. We provide monthly "Leadership Lunches" with industry experts and support trainers from around the country.

The APS staff will be available to assist citizens and business owners and to answer program and billing questions via access to a Toll -Free telephone number, chat and email. The APS customer service team will be available from 8am — 5pm PST, Monday through Friday, excluding major national holidays. An integrated voice response [IVR] and voice mail system will be enabled and customized for the use of Placentia's false alarm management program, including customer greetings and call routing. All calls not handled in real time will be returned within 24 hours from receipt. We can fully support an integrated customer support model whereby APS and Placentia personnel collaborate and contribute together, not just in answering calls but for all program functions. The majority of requests are handled within 60 minutes or less.

Additionally, our application infrastructure is based on the core customer relationship management principles.

Accurate record keeping, familiarity with local issues and multiple communication channels (phone, email and chat) are key components to resolving customer inquiries.

The APS Customer Service Team is kept up-to-date with security industry and agency relevant news through a dynamic feed straight into the APS application.

APS uses Zendesk to track and manage all customer support interactions. All requests are logged and closed through Zendesk. Zendesk is a San Francisco based company and is regarded as the premiere customer support application worldwide.

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Your unsolved tickets
Unassigned tickets
All unsolved tickets
c
0 2
13 Recently updated tickets 33
Pending tickets
Recently solved tickets
Suspended tickets
Deleted tickets
6 102
5 Recently updated tickets
33 tickets
Play
❑ Subject Requester Requested Priority Assignee
Status: New
0 • bill adjustment Robin Berta -Miller 12 minutes ago - - ❑ ® le New message 1 in mailbox 500 Telephone System Message 16 minutes ago - - Status: Open
O 0 FW: Palm Springs Police Department - Alarm Unit: Fees Due Douglas Morton 44 ❑ 0 Alarm at 335 Corrie Place, Alamo
Copyright © 2024 Alarm Program Systems, LLC
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Overview
APPS
Marketplace L
Manage

LIANAOE
Customer Satisfaction and Measurement
Scope of Service
All customer service interactions are tracked, measured and Zendesk provides us the capability for APS to measure response time and customer satisfaction. aople
Jar Fields
Organization Fields
Views
'AaCYns
fags
icket Fields
icket Farms

CHANNELS
rip
Benchmark Survey
The Zendesk Benchmark enables you to compare your key metrics to thousands of others_ Compare your Zendesk to industry peers or similarly -sized companies See how you stack up in tlelivering support to businesses, consumers, or internal employees. Learn more Geyemment & Nor -profit :I
I7-®empkoyees :I
IExternal customers • ausinesses
IThousands of customers t I
A dedicated support team of agents it I
Agent
i Privacy Policy
99%
Customer satistac lion

29.2hrs
t-mC
188
Tickets per month
Alarm Permitting, Renewal & Suspension
IMAkl https://placentiaca.citysupport.org .

Alarm company roster and CAD false alarm data is imported at a measured interval.

When a permit/address record is established, APS time stamps and tracks every interaction with the record, including items such as: status, status change date, total number of false alarms, outstanding balances, all fee notification history, permit renewal and expiration dates. Workflow rules are set with each field to create any number of automated actions based on the time stamp or value change. For example, 45 days from expiration date, renewal notice invoices are automatically generated. All invoices are attached as links to the permit record and can be viewed at any time.

Scope of Service
Sample Permit Record in APS
11 LIcanse

18.237646
Fc ice Department

P IERCE COUNTY

SHERIFF
license Number
18-237545
F�4
THsc1292
E ill•ng contact
Lfcensfng
Permits
e III•ng Contact
P rone Number
License Type
Resfdentfal
Cancellation Data
Last Reconellat'an
Date
Number of False
Alarms
6 Unmatched
34 Day Were
Q Lreilncatlon
Alarm company
SECURE

PACIFIC

CORPCRATIO
N
Permit Added'
4/30/2019
1451 AM
Latest False Alarm
Moate
7/2/20191-29
PM
Latest Permit
Invoke
]0/2/2019
Pe rm`t Date
11115/2018

12.00 AM
PermRt Expiration
Date
11115/2019
License status
Peimlkted
Previous Status
last Status C •range
4/3012019
10:51 AM
Suspended Age
days]
suspended DarE
Last PaseAlan
1011712019
12:44 AM
Total (n Iced
$621.75
Amount Paid:
$347.75
Total Invoiced
loLrtstandingj
$274-00
OuLstand'ng Penult
3alance
$24.00
Payments Pend' -ng
Procsing
$0-00
Last Billing Date
9/24/2019
Last Ercall el III ng
Late
ma, rim, rkrn
Billing Activities (3)
BILLING ACTIVIT...

BA -0315385
BA -0296497
B4-0282757
AMOUNT
5123.75
$100-00
S t24A0

NOTE CREATED DATE
entered manually 10122/2019 8232 AM
entered manually 8/112019 2:00 PM

1.348012530 4/30/2019 10:51 AM
View All
Invoices (6+)
INVOICE NLFMt3ER
j INV -19-2272839
INV -19-2125401
INV -19-2120583
INNV-19-2116773
j INV -19-2114812
1F1V-19-2098979
PERMIT BILLING YE...

FALSE ALARM EVEN... INVOICE DATE
10/2/2019
6/30/2019 10:18 AM 71212019
6/17/2019 2:44 AM 6/18/ 2019
6/1/2019 3:38 PM 6/4/2019
512712019 8:10 AM 5128/2019
2/27/2019 10:49 PM 3/5/2019
view All
0 False A€arms (6)
FALSE ALARM NU.. -
24191020`395190
20190702-372516
24199519-370557
20199504-369329
20190528-368688
20194344-361596

EVENT DATE/TIME
10/17/2019 12:44 AI
61 30/ 2019 10:18 AM
6/17/2019 2:44 AM
611/2019 3:38 PM
5/27/20198:10AM
2/27/2019 10:49 PM

FALSE ALARM COUNT BILLABLE
Copyright © 2024 Alarm Program Systems, LLC
Notes &
i6+
PIERCE COU[+t7Y SHERIFF License rt
Sep 24, 2019. Attachment
Upload Flies
PIERCE COUNTY SHER3FF License # 18-2...

Aug /2,2019 • Attainment
212
LL

IScope of Service
Alarm User Web Portal
In addition to submitting payments by mail, customers will have the ability to pay on- line. APS has a Web builder portal admin application to make any and all content changes quickly. Our secure website portal is built with the latest technology stack and is mobile -friendly for alarm users to interact with on any device or desktop. Alarm users can manage all of their permit and false alarm history in addition to paying fees online.

Alarm users can also print a copy of their alarm permit from the web portal. ® IAv 4wornt Ree'e Lr My A.aim Alm it Oldllw u Alm!!! ELII001 False Alarm Fees atilleit
Register My Alarm
Menit9,1d Alarm. $ta00 Permit sump... NM. to apper able) Menitpred Alam. $.0.00 Annual
Renewal
r:nntncr Information
uon,conitame Alarm. $18 00 First name
Permit
Non -Monitored Alarms $10.00
Annual Renewal
Hina efarge for La ..newel I
$10,00 n uluna
rOo
sic: Regls[er Year a Senn !/ you
ren Psd a lelter from 2s. Please
um the rreienttaia nravfded
ori the police ant; !sy n on ilia My
account page_
If you neeo 001 828nce or would
Like to register over the phone
please cnnfan-. ua at 810-706-
6471
ome
My Account
Alarm System
me rypa
am nnnaunne rmmpany
Alarm ordinance
La rm SCMoo
Account Info
IN Pay Invoices
9 Print Permit
Al. Log Out
41 Account Overview
$355.00
Recent Account Activity
Cum Us
Home
My Account
Register My Alarm
Alarm Ordinance
Alarm School
False Alarm Fees
Contact Us
Culver City Police
Department - Alarm Unit
000
Register My Alarm
Register your alarm
system for the first time.

Permit #
Password
Alarm company
Status
Expiration Date
Alarm Location
15-069778
Renew My Permit Make a Payment
If you have aLready Pay permit or false alarm
registered your alarm fees either online or by
system and need to mail.
renew.

CCay1556
STANLEY Convergent Security
Solutions, Inc.

Permitted
2019-10-20

BIG LOTS
5587 SEPULVEDA BLVD
CULVER CITY, CA 90230-5513
Activitylype Invoice Date Incident Date Status Amount
False Alarm 2019-01-29 2019-01-21 Paid $235.00
Permit 2018-09-06 — Paid $18.00
False Alarm 2018-05-29 2018-05-26 Paid $235.00
False Alarm 2018-05-22 2018-05-16 Paid $235.00
False Alarm 2018-05-15 2018-05-11 Paid $235.00
Copyright © 2024 Alarm Program Systems, LLC
•r Your Account
Permit Number
Password or PIN
❑ Remember me
Log In or Activate
Activate
Forgot your password?
Need help logging in? Caa us at 310-736-8471.
213
L3

Electronic Billing
Scope of Service
The APS application can track alarm user notification preferences such as mail, email or both mail and email correspondence. All email communication templates are stored and managed within the APS application.

License
15-065535
Police Department

CIJLVER CITY POLICE

DEPARTMENT
License Number
15-056535
PW
Alda 1070
Billing Contact
False Alarm Department
Billing Contact Phone Number
(312) 954-2529 P
License Type
Commercial
Cancellation Date
Permit Date
11/18/2018 11:19 AM
Permit Expiration Date
11/18/2019
License Status
Permitted
Previous Status
SJnpermitted
Last Status Change
11 /2112015 2:26 PM
Suspended Age {days}
Suspended Date
Last Reconciliation Date Last False Alarm
9114/2U16 1:20 AM El/la/2018 5 57 AM
Number of False Atarms Total Invoiced
25 52,279.00
Unmatched Amount Paid
52,279.00
30 Day WaiveQualification Total Invoiced (auI tanding)
SURD
Alarm Comparry Outstanding Permit Balance
0ADT SECURITY SERVICES S0.00
Permit Added Payments Pending Pres sssing
11115/2417 11:19 AM S0.00
Latest False Warm Irwaice Last Billing Date
8121/2018 7-13 PM 10/9/2018
Latest Permit Invoice Last Email Billing Date
1015/2013
Send License Renewal Bill 0 Go Paperless email sent on
10/2312018
Total Invoices Sem Invoice Delivery Preference
9 Email
Fire Alarm Invoice Delivery Preference set on -
10/ 2312018 9:24 AM
MED ALM Activalion Date
4 u
Billing Activities (6*)

BILLING ACTIVITY NAME AMOUNT
8A •x216093 518.00
BA •0186818 518.00
...............................

BA 0172126 $235.00
...............
8)1,0111877 $225-00
BA•0091734 $488-00
... ... ... ... ...
8A•o090462 $244-00
0 Invoices ({f+)

INVOICE NUMBER PERMIT BILLING YEAR
INV.18 610464 2018
INV•18.603301
... ... ... ... ... .....

INV -17-655126
INV -17 629010
INV 17 627604
... ... ... ... ... .....

INV 16.485178
False Alarrns (6+)
2017

FALSE ALARM NUMBER EVENT DATE/TIME
2U18o820-313719 8119 ( 2018 fi=57 AM
20170226.230024 212312017 11:06 PM
20170214.238101 219/20174:24 AM
20161026 172962 10117/201611:45 PM
20161026.172961 10117/201610:24 PM
20160026 172006 912512016 6:14 PM
Copyright © 2024 Alarm Program Systems, LLC
214
4,4

Sample False Alarm Billing

SAN RAFAEL POLICE DEPARTMENT - ALARM UNIT
PO BOX 1119
SAN RAFAEL, CA 94912

KAISER PERMANENTS

LICENSING PERMITS
99 MONTECILLO ROAD
SAN RAFAEL, CA 94903
19-518345 000070009
Scope of Service
https://sanrafaelta.citru pport, Drg
1SAS 9•6.5-977O
DATE
12,2812020
PAT THIS AMOUNT I PERMIT NO.
$70,00 151R345
MAKE CHECKS PAYABLE i REMIT TO'

SAN RAFAEL POLICE DEPARTMENT - ALARM UNIT
per 60}4 11191
SAN RAFAEL_ CA 94912

PAST DUE
Please detach and include with you r paymenl.

ALARM LOCATION: 99 MOMTECILLO RED
INVOICE FEE TYPE INVOItl BATE INCiDENT DATE FEES PENAitiES AMOUNT PAID AMOUNT DUE EWE DATE INV -20-27716E6 False Alarm 11/100-020 LO}29{2020 2:42 PM $54.00 $6.00 $6.00 $54.08 L1110}2020 INV -20-2772561 Permrt202011/1312020 $20.00 $0.00 $0.00 $20.00 12{13}2020 t uestJansabout your bill?
Phone: 68 8 865-9 7 7 0 Monday - Friday gam - 5pm PT
Erna: [email protected]
web: https/sanrafaelca.citysupport_org
TTotal Amount Duet $70,00
ORD. NO, 1101 governs the use of Alarm Systems and it assesses fees for alarm permits, permit renewals and false alarms- the SAN FtAFAEL POLICE DEPARTMENT has been informed that your address has an actrue alarm system and the following fees are now due. Permitted users may be able to attend alarm school to have false alarm charges reduced. /o see If you are eligible please visit https:/lsa nrafaelca.citysupport.org /alarm -school to learn more.

Online Payment 7o manage your amount online, make payment with a credit or debit card, or to obtain more information about the SAN RAFAEL POLICE DE1AR7MENT Alarm Ordinance go to https://sanrafaeica.crtysupport.org . To log in, please enter your PERMIT NU MBE R and PIN or PASSWORD.

F'EriMIT NO.

PIN
EXP. DATE
STATUS
19-518345
A-398223
12{2df 2021
Unpermitted
Copyright © 2023 Alarm Program Systems, LLC
If there k no Inrtge(acthre alarm serwiae in your name at this location, please notify us In writing by sending a n email to [email protected] the date of cancellation and the alarm company of record.

Scope of Service
o••p
APS creates a list of related false alarms to each permit. APS captures all relevant fields and data from the original CAD/RMS record supplied by both Police & Fire Departments. The false alarm count automatically adjusts every time a new false alarm record is added and triggers billing automatically at program -specific thresholds.

APS USER
False Alarm Tracking and Billing
Home Dashboards v Reports v Licenses v Billing Activities v Invoices v False Alarms v Accounts v Contacts v Invoice, 101 Fatse Alarm
20190604-369344
Related Details
False Alamo Number
20190604-369344
License
17-144936
Dispatching Alarm Company

STANLEY SECURITY SOLUTIONS
Cu leer City False Alarm Batch
False Alarm Batch
FA -53796
Unresolvable 0
False Alarm Count Event Date/Time
3 6/3/2019 1:54 AM
Attention First Name Police Department Comments
1906P-0386
Attention Last Name Event Date
6/3/2019
Location Business Name Full Name
P5 FAMILY CARE
Location In Last Year
1515 N Sunrise Way lol
Street Since Permit Date
AFalse Alarms (6+) New

FALSE ALARM NUMBER EVENT DATE/TIME FALSE ALARM COUNT BILLABLE 26190604-369344 6/3/2019 1:54 AM 3 r i w
20190430-366501 4/30/2019 12:14 AM 2 w I
- 20181226-355934 12/24/2018 5:40 PM 1 r r
20180612-262327 6/8/2018 7.26 AM vf
- 20160612-262328 6/6/2018 6.26 AM .r w
20180220-255396 2/19/2018 7:23 AM .r w
View All
APS runs the false alarm invoicing job once per week, which looks for false alarm records on all permits that do not have an associated invoice. If there is no invoice, APS automatically creates a new invoice associated with the false alarm and with the corresponding amount based on the assigned false alarm count and the relevant fee table for the agency.

FEE SCHEU LI LE NAME TYPE AMOUNT
PS.0019 Unpermkted False Narm 4• 5235.00
F5.0106 Unpermitted False Alarm 4 5235.00
FS.0015 Unpermkted False Alarm 3 5235.00
F5.0017 Unpermitted False Narm 2 5235.00
F5.0016 Unpermkted False Narm 1 5235.00
F5.0015 Renewal Permit S7S 00
0 invoices (6.)

INVOICE NUMBER PERMIT BILLING YEAR
1NV.18.810464 2018
INV•18.803301
INV•17.655126
......................................
1NV•17.629010
1NV•17.627604
INV•16.485176
InACTIVE APPEALS -
2017
Appeals Support
View All
1 Scope of Service
New
New

FALSE ALARM EVENT DATE/TIME INVOICE DATE
10/5/2018
em/2o18 6:57 AM 8/21/2015
10,5/2017
2/23/2017 11:06 PM 3/3/2017
2/5/2017 4:24 AM 2/15/2017
10/1712016 11145 PM 10/2612016 i
View RI
The APS application manages the entire appeals process online; no more sending cumbersome MS Excel files back and forth. We enable a list view that can be accessed by defined users and collaborated on in real time. All relevant details are extracted, hosted and can be accessed by any mobile device: alarm activation information, license account information and payment history.

Placentia can check the APS application on any interval to see the latest resident appeals and collaborate or participate in any decisions.
q s0zrmmiziizr,
POLICE DEPARTMENT T v LICENSE NUMBER v BILLING CONTACT LOCATION BUSINESS v ALARM COMPANY v TOTAL INVOICED 10.. v LOCATION ADDRESS v PERMIT EXPIRATION v LAST BILLING DATE v C11001 ROCKFORD 18217200 Licennng Permits LUTHER CENTER U. SECll., SYSTEM 51042500 111 W STATE ST 111612039 1012(2019 EL0 011' POLIC1O2PARTMENT 16.074713 Wezt Contra Cosh Un. Ei[MOO HIGH 5CH AOT SECURITY SERVIC_ 52700 540 A0H5URY AVE 1112(2020 10(4(201B EL C.R170 POLICEGEPARTMENT 16075070 WCCU50 HARDING ELEMENTARY ALARM COMPANY 58700 7230 FAIRMOUNT AVE 4/6/2019 10 /4E2015 EL CEARI70 POLICE IEPARTMENT 18152004 W¢st L.., ft. On. AIARM COWAN`,U 517400 1500 MADERA OR 1/2712020 1014 f20.1.8 False Alarm Reduction
The primary focus of any false alarm program is to reduce false alarms and create awareness in the community of the ordinance and its goals. APS publishes a weekly top offenders list, so our customer support staff and city is made aware of all problem alarm locations.

The APS customer support team conducts outreach campaigns via email and phone to contact the highest false alarm count locations to help educate alarm users on how to avoid future false alarms and financial liabilities.

1 Scope of Service
Alarm School Online Education
APS is proud to offer the premiere Online Alarm School in the industry. Alarm School Online is committed to reducing the number of false alarms by working with local law enforcement, municipalities and alarm monitoring companies to educate alarm users. Interactive, educational, and user-friendly, Alarm School Online empowers alarm users so they are never the cause of a false alarm dispatch. By completing the course, the alarm users can be proud of doing their part to reduce false alarm calls in their area. www.alarmschoolonline.com .

Home Alarm Tips Course Details FAQ Contact Us
ALARM
SCHOOL
ONLINE
.com
The False Alarm Problem
How to Reduce False
Alarms
Causes of False Alarms
Anatomy of False Alarms
Choosing an Alarm
Company
False Alarm Prevention Course
Alarm School Online is committed to reducing the number of false alarms by working with local law enforcement,
municipalities and alarm monitoring companies to educate alarm users. Interactive, educational, and user-friendly, Alarm School Online empowers alarm users so they are never the cause of a false alarm dispatch. By completing the course, the alarm user can be proud of doing their part to reduce false alarm calls in their area.

FACT:

SOLUTION:
99% of all alarms are false.

Each false alarm costs tax payers police and
administrative time and money.

One or two police officers are dispatched
every time an alarm goes off.

False alarms take police away from important
police calls.

Learn what to do to prevent a false alarm.

Dashboards and Reporting
f Begin the Course
4] Log Back In
There are a number of reports and dashboards pre -configured that can be accessed through the portal logins. Underlying each dashboard component is a report which can be manipulated to change the filter criteria if needed and downloaded to .XLS or .CSV file formats, if required. There are no charges for incremental report building and/or modifications. APS can configure an unlimited number of false alarm reports based on all available CAD fields for analysis, and all can be accessed in real time from any device.

1 Scope of Service
Reports — Customized Interactive Dashboard - Sample
Culver Revenue This Month
.114,606A6
$6.06 $21,000.06
$6,887.00
Sum of Amount
Culver Conversion Metrics YTD
2% 0%
6°16 0�0 9%
Record Count
14%
•
Status
• Payment Due
• Past LIue
• Paid
■ Cancelled
• 30 -day Waive
■ W a ived-PD
Waived -APS
Culver False Alarms This Month Day
Over Day
10-
a -
6 Month End Culver Finance Details
1 Item
Permitted False Alarm 4+
Renewal Permit
Permitted False PJarm 2
Permitted False Alarm 4
Permitted False Alarm 3
Unpermitted False Alarm 4+
Unpermitted False Alarm 1
Unpermitted False Alarm 3
New Permit
Late Fee
Unpermitted False Alarm 2
Unpermitted False Alarm 4
Sum of Amount Paid
57,056
S4,677
52,640

51.410

51.175
5705
5470
$470
54550
$420
5365
5235
Total 520,067
YTD Culver Accounts Receivable
Fermi!.

False
$3,5114.90
$5.253.00
+ 516.06
Ala..
$141,230.0E1
$0.06 $19,606.00 $26,606.06
m
Sum el Aount Due
Status
• Payment Due • Past Due
Culver Licenses By Status
938
2 179
57167
Record Count
2,535
License Status
• Permitted
• Unparmiltad
• Suspended
• Inactivated
• Exempt
• Refused
Culver False Alarms Last Month Day
Over Day
126
10 11
10 9
.2
7 7 7
(.13 7.5_436 6 6 6 6 6
5 5 5
5 4 Ii,liUA
212 .
'6 ' ./V
Event DatefTiree
Culver False Alarms YTD Month Over
Month
206
c 156
0 9 • 166
O
50 0
16,0
143 132 137
ti .

Event DatafTime
172 173
36 Culver Revenue This OTR Month Over
Month
$31:1,1)00.0D-
g$29.000.013.
36,1100.60-
$0 06
525,013.00
$20,6137 00
$6.807.00
July 2018 August 2619 September 2..

Created Date
Culver Upcoming Renewals
Record Count
Permit Expiration
Date
• September
2019
• October 2019
• November
2019
• December
2019
Culver New Licenses YTD QTR Over Culver New License Growth Q TR
80 -
v -
26 -
46 15
2 9 '° ^A
o a'
License: Created Date
License Status
• Permitted
• Unparmiltad
• Inactivated
• Refused
3,606 -
0 ...1? r�4,,,p4, ,y$
OO.rYG Oa',C 0':4',p,r
0 a''jed''a�a°a
License: Created Date
Account Name

CULVER CITY
POLICE

DEPARTMENT
219

Reports — Sample
The APS platform can generate unlimited reports organized by any object criteria your alarm program's data.

The following is a standard set of available reports that will come preset in Placentia's administrative portal access. APS will additionally modify, create, or add whatever reports the City requests. All the reports are callable and real time and can be pulled into Excel or PDF format;

BOULDER
Q Find reports and dashboards...

Action Marne t
® BA THIS MONTH BOULDER
E ® BL Unpermitted Accounts By Alarm Company
E ® Boulder Accounts Receivable
O ® Boulder Active Appeals
U ® Boulder City Collection Report
E ® Boulder City Top Offenders
E ® Boulder Collections Report
U ® Boulder False Alarms This Quarter
O ® Boulder Inactivations This Month
E ® Boulder Invoice Conversion Metrics
U ® Boulder INVOICE PAID THIS MONTH
E ® Boulder INVOICE PAID THIS QTR
U ® Boulder INVOICE PAID THIS YEAR
E ® Boulder Licenses by Status
E ® Boulder Monthly False Alarms
U ® Boulder Monthly Revenue By Invoice Type
E ® Boulder New Licenses This Month
E ® Boulder New Licenses This QTR
E ® Boulder New Licenses YTD
O ® Boulder YTD False Alarms
O ® Boulder YTD Revenue
rvi ® Boulder YTD Revenue By Invoice Type
CCCCiO
All Items
Folder

BOULDER

BOULDER
® End Boulder Finance Details BOULDER
® Month End Finance Details BOULDER BOULDER
® Monthly Revenue By Invoice Type BOULDER BOULDER
® PERMITS BY EXP DATE BOULDER

TODAYS PAYMENTS BOULDER
220

1 2
3 4
5 6_
7_
8 9_
10 11
12 13
14 15
16 17
18 19
20 21
Reports - Month End Reconciliation
The month end reconciliation will come via Excel file. The report will pull directly from and tie to data in the alarm program data. Page levels contain a Billing Summary, Billing Detail, Payment Activity (tying to the specific invoice to which the payment was credited; Postage & Mailing; Credit Card Fees; & Banking.

E
Lirense Add reg
747 WOOD6RIDGE STREET
972 FOOTHILL BOULEVARD
1541 FROOM RANCH
224 TANK FARM RD
196 SUBURBAN RD
520 MASON WAY
972 FOOTHILL BOULEVARD
224 TANK FARM RD
60 2RC:A LAN E
952 HIGU ERA
751 MARSH STREET
3807 BROAD STREET
1075 FARMHOUSE
1541 FROOM RANCH
3485 EMPRESA DRIVE
406HIGU ERA STREET 120
481MADON NA ROAD A
747 WOODBRIDGE STREET 100
860CAPITOLIO WAY C
4964 BROAD STREET
Billing Summary
TEM
QTV

RATE AMI
New Permit Revenue Received - Residential
New Permit Revenue Received - Residential
Renewal Revenue Received - Residential
Renewal Revenue Received - Residential
Permit Overpayment Credit - Residential
New Permit Revenue Received - Com mere is l
New Permit Revenue Received - Com mere is l
Renewal Revenue Received - Commercial
Renewal Revenue Received - Commercial
Permit Overpayment Credit - Commercial
New Permit Revenue Received -Senior
Renewal Revenue Received -Senior
Permit Overpayment Credit - Senior
New Permit Revenue Received - School
Permit Overpayment Credit - School
False Alarm Payments Received
False Alarm Payments Received -
False Alarm Payments Received -
False Alarm Payments Received -
False Alarm Payments Received -
False Alarm Overpayment credit
False Alarm Overpayment credit
NSF Fees
NSF Payments
Residential
Com mercia
Senior
Commercial
- Residential
- Commercial
69 $45.30
21- $37.73
21 $ 45.30
2 $37.73
2 39 $45.30 $
19 $37.73
30 $45.30 $
7 $37.73
1 1
1 8
$
38 $
3 2

REVENUE RECEIVED BY CITY SUPPORT
2 Mailing & Postage Fees
Bank Fees
Lack Box Analysis Charges
Credit Card Processing Fees
Total

CITY SUPPORT COMMISSION
► I Billing Summary
BA.0709013
BA -0790214

85.0711268

60.0710799
BA -0702128

60.0702134
BA -0702116
85-0704492
BA -0711224
BA0703456

60.0707429
B0.-0700868
8A-0704793
&0.0707324
BA -0702337
6A-0708994
Billing Detail
Billing Detz
...

Payment 3324655897 8/24/2022 PA -00274360 191-22-3364437 7/19/2022 Stripe 8/1/2022 PA -00264497 INV -22-3364365 7/19/2022
Credit 0/P: 13838 8/31/2022 PA -00276964 INV -22-3392271 8/31/2022 Credit Of P: 389481 8/30/2022 PA -00276416 INV -22-3390468 8/30/2022 Payment 94699 3/9/2022 PA -00266685 INV -22-3365155 7/19/2022 Payment 14684 8/9/2022 PA -00266695 INV -22-3365161 7/19/2022 Payment 1201626 8/9/2022 PA -00266672 INV -22-3369454 7/26/2022 Payment 25611 8/16/2022 PA -00269319 INV -22-3369455 7/26/2022 Payment 3392249 8/31/2022 PA -00276919 INV -22-3373406 8/2/2022 Payment 890833 8/23/2022 PA -00273697 INV -22-3364732 7/19/2022 Payment 31809 8/22/2022 PA -00272598 INV -22-3364275 7/19/2022 Stripe 3/3/2022 PA -00265252 INV -22-3364285 7/19/2022
Stripe 8/16/2022 1A00269663 INV -22-3364294 7/19/2022
Payment 1085 8/22/2022 PA -00272473 INV -22-3369449 7/26/2022 Payment 95174 8/10/2022 14-00266949 INV -22-3369452 7/26/2022 Payment 126519 8/2412022 PA -00274337 INV -22-3364290 7/1912022 Payment Activity Postage&Mailing Credit Processing Fees 111
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Paid
Payment Du e
Paid
$ 1,666.62
$ 237.83
[82.00[
5 [137.00[
5 100.64
5 93.27
5 146.94
5 100.64
$ 100.64
5 268.78
5 93.27
5 93.27
5 261.41
$ 261.41
$ _ 37.73
5 155.33
2 P n
unt Al located Amount Du e
5 155.83 5

93.27 82.00
168.14
137.00
5 461.91
5 [82.00[ 5
5 [137.00[ 5
5 100.64 5
5 93.27 5
5 100.64 5
5 100.64 5
5 100.64
5 100.64
$ 93.27
5 93.27
5 93.27
5 168.14
5 37.73
5 155.33
5 -
5 -
$ -
5 -
5 5 -
5 130.41
5 -
221

1 Scope of Service
False Alarm Financial Reports
Each day's transactions are logged and audited, and the APS application can produce a variety of reports across any time frame needed. Each line item transaction has an associated payment batch audit record for reconciliation.
(01"..—
Payment Batch Audit: ILY'lransection Code PFocass OAO Text License Number Statement ID Payment Amami Effective 'aymtn[Lla:a Tex. Consolidation hate Text Balch IC Sequence Number Error Resolved SFDC Processed Time Payment Response: Ope

01.034.1. 146 records}
$28,430.00
1130 213 201507-27 08017388 10009092 2100.0( 2015-07-27 20'5-08-00 879'59 1 Aug 6201510'.807091 1132 2 2015-07-27 03000083 150012267 3250.00 2015-07-27 20'5-06-05 940756 Aug 6291510,0066.1 1133 13 2015-07-27 03080065 150008395 5100.08 2015-07-27 20' 5-08-05 940757 ' Aug 6201510:000051

1.8f 71,21% 311000Wn
1130
Alo
Payment catch Audit Detail
IL. 11311
lrenwdiun C.Jn 219
P00%%R.:. 1.A 20'547-27
Llk.nwlaunb.r •:0017236
3,1•1•1•111115 150005032
Pa,n.m
An.uudn..i) 10000
20'547-27
Crn.2Ilua:ix10s:. 1.4 20' 5-0905

1.0. le ?79195
u IMn4.r 1
4ri17adu Suuassdul.
]FDF PIVf..S.E tins h.y?2m5• 0,1,1
Ern. livinilmtl
w nusn0Iu 1130
O restes Py ' 3Walt Mtn .M1
All reports can be easily exported to MS Excel:
212
1111,, Tr, 111A9 I .1117r VP
MAK LUTA PM AC rE4011,-DX NIC I ::.5r1,
•
222
Copyright © 2024 Alarm Program Systems, LLC

Top Offenders List
Scope of Service
Another frequently viewed dashboard report that is exported by our partner agencies is the "Top Offenders" list.

Culver Gily Top False Alarm Offenders
Lorasinn Address t
iC
11724 WASHINGTON Brno 1
11141F1EFFERSON BLVD 1
11194 WASHINGTON PL 1
11244 PLAYA CT 1
1391& W WASHINGTON BLVD 1
20D COR POPATE PT 1
357.6 HAYDEN AVE 1

41. SEPULVEDA BLVD 1
41555EPOLVEDA BLVD 1
4450 OVERLAND AVE 1
S899 GREEN VALLEY CIR 1
5987 WRIG4TCRESr DR 1
6121 BRISTOL PKWY 1
626DSLAUSON AVE 1
6221 BRISTOL 1
84325rELLE2 DR 1
8556 WASHINGTON BLVD 1
8626 HAYDEN PL 1
8689 HAYDEN PL 1
8810 WASHINGTON BLVD 1
9523 CULVER BLVD 1
99371EFFERSON BLVD 1
Month -End Remittance Process
APS and Placentia will reconcile the previous month's deposits and online transactions on the first of each month. Based on these monthly reports, APS will invoice showing our fee calculation against all revenues collected. Once the invoice is approved, an ACH request would be made and funds deposited to the Placentia designated bank via Bill.com. The monthly reconciliation report can be tracked in real time from the Placentia dashboard page in the APS application and exported to Excel at any time.

Month End Culver Finance details
Item Sum of Amount Paid 4
Renewal Permit 55,320
Permitted False Alarm 3 52,520
Permitted False Alar 2 51,550
Permitted False Alar 4. $1,410
Lln permitted False Alarm 5705
Late Fee 3498
New Permit 5484
Permitted False Alar 4 0470
Lln permitted False Alarm 5385
False Alarm 5185
Non-Iioer.sed Alar - False Alar Fee 0120
513,959
View Report (Monts End Culver Finance Details)
Copyright © 2024 Alarm Program Systems, LLC
223
33 Scope of Service
Agency Collaboration — Read/Write Access & Chatter
Connect all program stakeholders with files, data, and read/write access to all Placentia records — anywhere, anytime and from any device. Follow specific posts and actions of program staff internal to APS and externally from Placentia. Connect, engage, and motivate staff with a Facebook-like timeline and history to work efficiently, regardless of their roles or locations.

Collaborate on false alarm appeals, service cases, campaigns, and collections. Users of APS can subscribe to certain topics, groups or posts by users to stay up-to-date on all citizen interactions.

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aj 18-234024
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Q Show All Updates
' Lisa Baxter
ASO completed 3-19-19
Comment • Like March 19, 2019 at 3:33 PM
fi
0 Lisa Baxter
Once ASO completed, reduce FA fee on 1-19 to $25 per Diana Comment • Like • March 7, 2019 at 8:16 AM
Lisa Baxter
ZENDESK: 14438, appealing....see activity @Pierce County Comment • Like • Edited February 20, 2019 at 1:58 PM
Pierce County
Thank you Lisa, hoping to get to appeals soon—still cleaning up emails and phone calls from being out of the office.

Diana
Like • February 20, 2019 at 2:08 PM
Lisa Baxter
I know, I know! No rush...so many calls!
Like • February 20, 2019 at 2:28 PM
el Pierce County
All of you are awesome! I so appreciate your help and support, especially right now with all the start up!
Like • February 20, 2019 at 2:45 PM
Write a comment...

Darlene White
Mary is sending in an appeal. Her keypad wasn't working. She would like to do alarm school to try to get the fee waived.

Comment Like February 20, 2019 at 12:49 PM
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Scope of Service
Alarm Company Management
One of the critical components of a successful alarm program is an efficient interface with growing multitude of service providers in the market. We have built strong relationships with the major regional and local alarm companies in addition to the larger national alarm companies. APS works closely with all alarm companies, outsourced monitoring platforms, and the emerging DIY offerings to maintain timely and accurate customer rosters. All alarm company roster files are imported and an Alarm Company Roster Batch record is created with the date of import and all of the relevant details that were updated with each matched record. All non -matched addresses get permits and invoices created on import for outreach via email or mail.

In addition to proactively maintaining alarm user lists, APS offers an Alarm Company Self -Service Portal.

Using a simple interface, alarm providers can access, view and manage their customer rosters online.

Dashboard
Alarm Roster
New Permit
Company Information
Dashboard
Alarm Roster
0 New Permit
Company Information
Roster Search

RESIDENTIAL PERMITS
1468
Manage Residential
Open Invoices
Number
a Closed Invoices
Number
AC -INV -19-006937
AC -INV -20-007098
Status
i Alarm Rosters
All Types
Status
Paid
Paid

COMMERICAL PERMITS
57 Manage Commercial
Total
No Avarlabte Invoices
Pierce County Sheriff 9 REBECCA MOFFETT A,

GOVERNMENT PERMITS
0 Manage Government
Paid Due

SENIOR PERMITS
231
Manage Se=11ar
$ invoice Overview
Amount
Paid $2980.00
Due $0.00
Total Paid Due
$100.00 $100.00 2019-07-07 A 0 Company Information
$100.00 $100.00 2020-06-11 0 SIMPLISAFE HOME SECURITY SYSTEMS Type Number Contact
18-227865
® 18-237684
0 18-232454
IBI 18-274181
Copyright © 2024 Alarm Program Systems, LLC

CRYSI UPPORT
Manager Portal Log In

STEVE WALSH
steaenw.walsh @yahoc.c om
2O6i 295-9055

LICENSING PERMITS
aaatm ckrepa i rrgmail.c om

RICHARD DAY
6dassocebeenturytel.net
2531279-4805

JAIME ZUNIGA
izortiga5@me,com
253-973-8641
Forgot your Pascwo,a?
Address
16514 ERICKSON RD SW
LONGBRANCH, WA 98351
512 14071-ISTREET 5
PARKLAND, WA 98444
17527 SOUTH VAUGHN ROAD NW
VAUGHN, WA 50354
16 MADRONA D51VE NW
GIG HARBOR, WA 58335
.i 617 208-4020
[email protected]
i www.aimprisafe.comf
Download Roster
1� J
Lookup Permits
Expiration Status
2021-11-30 Permitted
2022-01-01 Permitted
2021-08-29 Undermined Q
2021-09-06 Permitted

Security Procedures
Scope of Service
APS has implemented a firm -wide protocol to meet the guidelines of CJIS security standards.

Though an alarm program administrator cannot achieve an official CJIS Certification, given its mandate it can through its internal processes ensure that is "CJIS Ready". This establishes rigid administrative and technical safeguards used to access, collect, distribute, process, protect, store, use, send, dispose of, or otherwise handle all operational data.

Personnel Security. Staff background screening.

Security Awareness Training. All employees receive training in CJIS compliance standards.

Data Encryption. The APS platform is built on Salesforce. Rigid encryption standards extend throughout the platform to the process of data transmission.

System Login Procedure.
• Two factor login identification.
• Automatic lockout after 3 unsuccessful login attempts. • Event logging and auditing of all activities, including password changes. • Access restriction based on user profiles such as IP address, network, time of day, etc.

Configuration Management. Changes and updates to the information system platform, architecture, hardware, software, and procedures are documented and securely stored.

Physical Media Protection. All printed materials related to operations are securely stored or destroyed.

Consultation. APS has committed to be scoped/audited by a qualified third party consulting firm on a regularly scheduled basis to ensure it maintains standards on an ongoing basis.

Collection Procedures
APS partner agencies realize some of the strongest accounts receivable metrics in the industry today. Agencies typically see collections rates of 85-95%.

We adhere to the best collection processes in the industry, based on the following core principles:
• Have a Defined Credit Collection Policy • Aging Sheet and Balance Dictate Process • Invoice Promptly and Send Statements • Well -Trained Staff Regularly • Accurate Record Keeping
• Use "Address Service Requested"
Copyright © 2024 Alarm Program Systems, LLC
226
30 Collection Process Steps:

1. Invoice — Accurate and Timely

2. Call
Scope of Service
❑ Confirm receipt of invoice
❑ Confirm payment time frame
❑ Confirm point of contact

3. Voice Mail / Email Follow -Up

4. Collection Letter — Once accounts move 30 days past due, they appear on the collections report in "open status" and a letter is generated

5. Demand Call
❑ Payment plan option

6. Voice Mail / Email Follow -Up
All Past Due Accounts Flow Through the Following Stages:

Past Due — Open Promise To Pay Debt Dispute
• • • • • •
Collection Letter Payment Plan Skip Tracing
Sent
If needed, APS can work with 3rd party collection agencies and provide such an agency with a login to the Placentia collections report.

Return Mail Handling
The APS application integrates with Google Maps and provides an address verification component. We have some of the lowest return mail averages in the industry. All returned mail is handled by APS and all alarm location or billing location addresses are verified and/or updated dynamically via Google Maps or an agency supplied street table of valid addresses.

IScope of Service
Technology Infrastructure
System Requirements
There are no system or network requirements for the APS solution. An internet connection from any device running a web browser is sufficient.

Interface & Data Integration
APS is built on the Salesforce.com platform which is the most robust, flexible and open cloud platform in the market today. There are hundreds of 3rd party integration tools and components to leverage; APS can support native level API integrations with all of the major software platforms and applications in the market today. Additionally, APS can support a variety of file level and SQL based integrations with drag and drop field mapping capabilities. We have seamlessly integrated with a variety of CAD and financial applications with our current customer set. CAD integration has been supported with a bi-directional interface, such that data elements like permit status and permit number can be placed back into the CAD system for dispatch.

Access Security
Salesforce.com provides an extremely powerful and flexible security architecture. This architecture lets users define how users log in, determining (for example) which IP ranges are acceptable, what hours of the day are allowed, how long sessions stay active for and so on. It also enables programmatic control, for example, which users may log in through a Web services API, and which endpoints a running application can connect to from the Force.com platform. The platform security architecture also lets users define administrative security permissions, and the security profiles let you determine who has access to which features and components - ranging from the set-up menu all the way through to read/write settings on an object or field. User logins are protected as follows:
• Limit to the number of unsuccessful login attempts
• Event logging of all activities, including login activities and password changes • Automatic session locks after 30 minutes of inactivity The record -sharing model enables an even finer level of security of Placentia's data, not only determining who has access to which records based on a user, role or group model, but also how these data records are shared among various users.

Superior System Integrity and Security on the Salesforce Cloud o Salesforce performs real-time replication to disk at each data center, and near real-time data replication between the production data center and the disaster recovery center. o All networking components, SSL accelerators, load balancers, web servers, and application servers are configured redundantly.
o All customer data is stored on a primary database server that is clustered with back-up database server for uninterrupted access.

Copyright © 2024 Alarm Program Systems, LLC
228
30 Scope of Service
o All customer data is stored on disk that is mirrored across multiple storage cabinets and controllers. o All Customer data, up to the last committed transaction, is automatically backed up to a primary tape library on a nightly basis.
o Back-up tapes are immediately cloned on a second library to verify their integrity; and the clones are moved to secure, fire resistant off-site storage on a regular basis.

These APS collocated facilities provide carrier -level support, including:

Access control and physical security
•
•
•
•
•
•
24-hour manned security, including foot patrols
and perimeter inspections
Biometric scanning for access
Dedicated concrete -walled Data Center rooms
Computing equipment in access -controlled steel
cages
Video surveillance throughout facility and
perimeter
Building engineered for local seismic, storm, and
flood risks
Tracking of asset removal
Environmental controls
• Humidity and temperature control
• Redundant (N+1) cooling system
Threats
drA
Power
• Underground utility power feed
• Redundant (N+1) CPS/UPS systems
• Redundant power distribution units (PDUs)
• Redundant (N+1) diesel generators with on-site
diesel fuel storage
Network
• Concrete vaults for fiber entry
• Redundant internal networks
• Network neutral; connects to all major carriers
and located near major
• Internet hubs
• High bandwidth capacity fire detection and
suppression
• VESDA (very early smoke detection apparatus)
Dual -alarmed, dual -interlock, multi -zone, pre -
action dry pipe water-based fire suppression
Operational Security
Copyright © 2024 Alarm Program Systems, LLC
229
37 Case Studies
Case Study — Colorado Springs, CO
CSPD alarm program went live with the APS application in November of 2019. Working in collaboration with the Police and Information Technology Departments, APS successful migrated the Colorado Springs PD from a home-grown application to the APS platform.

Migration from home-grown database
Implementation time in 8 weeks
Alarm ordinance modification broadcasts to
34,000 alarm users & 265
Alarm Companies
Cleaned
Went live with
database existing CAD
of non -valid
addresses
Automated
Bi -monthly
Alarm
Company
invoicing,
emailed statements for
all outstanding alarm
user fees
export file
Imported and
cleaned
265+
alarm company
records
APS Contacted and
worked with CSPD on
Alarm Company
Management
to receive/manage customer rosters via the APS
alarm company portal
Provided dynamic,
real-time
reports for review
CSPD manages the entire program
$937,106.00
Provided a
with 1 FTE
collaboration platform
APS staff works in concert with CSPD Alarm Administration Staff as back-office support team
Improved
collection rates
CSPD &
APS
provide
A hybrid customer
service team, Tier 1,
Tier 11 support with
live phone transfers
APS provides a software solution and complete 100% back- office program support to CSPD
APS back-office tasks and support includes:
✓ Alarm Company Management
✓ Alarm Company email broadcasts
✓ Alarm User email broadcasts
✓ PDF creation and emailing of all invoices and statements to Alarm Users & Alarm Companies ✓ Importing and matching false alarms
✓ Month end financial reconciliation support
✓ Tier II customer support — email, chat, live phone transfer, phone payments, ACH payments, CC payments, appeals ✓ Alarm ordinance consulting, recommendations and education ✓ Online Alarm School
✓ Updating APS application with any fee updates or ordinance modifications ✓ Shared access and visibility into Lockbox & Credit card processing accounts Copyright © 2022 Alarm Program Systems, LLC
231

ICase Studies
Case Study — Pierce County, WA
APS successfully completed a migration of Pierce County, WA from the PM AM platform at the end of 2018. Working in collaboration with Program Coordinator, Dianna Mcinnely, APS was able to transition the alarm program in a one month window. Through its differentiated effort, APS meaningfully increased all relevant program metrics within its first year of partnership.

Migration from PM AM database
Implementation time in
4 weeks
Refunded alarm users
during the Christmas Holiday season not covered by County Imported and managed
15,000
permits, invoices, payments
and account history
Increased permit
count by 5,000
in the first 8 weeks of operation
Sent out intro notification letters to
15,000 alarm users
Imported and cleaned
100+
alarm company records
Copyright © 2024 Alarm Program Systems, LLC
Cleaned database
of non -valid
addresses
Provided dynamic,
real-time reports
Provided a
for review
collaboration platform
to work in concert with Pierce County Alarm Administrator Went live with
existing CAD
export file
Processed payments for
$378,923.00
in the first six months of operation
Program revenues tracking +36% y/o/y.

Candis Medak
Alarm program Coordinator
Pierce County Sherriff's Department
[email protected]
232
,FL

4 Case Studies
Case Study — Escondido, CA
APS successfully completed a migration of Escondido, CA from their home-grown platform at the end of 2016. Working in collaboration with the Police and Information Technology Departments, ESCONDIDO APS successful helped Escondido implement a revised ordinance to meaningfully increase CYry of Choke r� registered alarm owners and educate them on program objectives - translating to a reduction in false alarms by 20%.

L
_.

Cleaned
database
Migration from home-grown database
Implementation time in 4 weeks
Sent out intro notification letters to
5,700 alarm users
Increased revenue from $19,000.00 to
S275,000.00
in the first 12 months of operation
of non -valid
addresses
Went live with
existing CAD
export file
False alarm
counts
holding
steady during annual
alarm ownership
increases of 10%
Imported and cleaned
100+
alarm company records
Provided a
Increased revenue from $19,000.00 to
$275,000.00
in the first 12 months of operation
Contacted and worked
with Alarm Companies
to receive customer rosters
Provided dynamic,
real-time
reports for review
collaboration platform
to work in concert with Escondido Alarm
Administration Staff
Copyright © 2024 Alarm Program Systems, LLC
87%
collection rate.

Imported and managed
2,200
permits, invoices,
payments
and account history
Reassigned existing
$40,000.00 PD resource
to more productive assignments.

Roberta Akans
Community Service Officer
Escondido Police Department
[email protected]
233
43 Case Studies
Proven Track Record in Improving Program Metrics
Montebello, CA 1/20 — Present Pop 63,000
• Imported all existing permit records / established weekly CAD transmission of FAs
• Extensive outreach to alarm owners & alarm companies
• Increased permit count from 1,490 to 1,958 (31% increase) • Program revenues exceeded City Projection by 40% in Y1 • False alarms tracking down 15% yoy ('20-'21), despite '20 COVID decline in FAs
San Rafael, CA 1/20 — Present Pop 60,000
• Consulted on revised ordinance design in 2019 w new annual permit fee • Launched administration of revised ordinance 1/20
• Coordinated outreach to build a program w/ 3100 active permits • Nominal gross revenues grew to $175k in Y1
• False alarms down from 1700 to 1450 yoy ('20-'21), despite '20 COVID decline in FAs
Fullerton, CA 8/21— Present Pop 140,000
• Imported all existing permit records/historical payments/out standings from finance & homegrown alarm program databases (records from 5800 permit locations)
• Back billed and collected for 2020 out standings
• Coordinated with PD, City AR, & Finance
• Completed the transition (up and running) in 5 weeks from contract signing
• Designed 2 way data interface with Fullerton RIMS provider Versaterm Carlsbad, CA 7/22 — Present Pop 114,000
• Imported 4K existing permit records
• Established weekly CAD transmission of FAs
• Extensive outreach to alarm owners & alarm companies
• Increased permit count by 50%
234

APS Partners
San Francisco, CA
Pierce County, WA
Albuquerque, NM
Colorado Springs, CO
Clackamas County, OR
Glendale, CA
Corona, CA
Escondido, CA
Rockford, IL
Torrance, CA
Fullerton, CA
Concord, CA
Boulder, CO
Carlsbad, CA
Hawthorne, CA
Placentia, WA
San Ramon, CA
Walnut Creek, CA
Greenville, SC
Lorain, OH
Montebello, CA
National City, CA
Gardena, CA
San Rafael, CA
Sarasota, FL
Novato, CA
Cathedral City, CA
Placentia, CA
Cypress, CA
Covina, CA
Palm Springs, CA
San Luis Obispo, CA
Morgan Hill, CA
Culver City, CA
Oregon City, OR
Manhattan Beach, CA
Pleasant Hill, CA
Summit County, CO
West Linn, OR
Department Type
Finance
Sheriff
Finance
PD
Sheriff
PD
Finance
PD/Fire
PD/Fire
PD
PD
PD
PD
Finance
PD
PD
PD
PD
PD/Fire
PD
PD
PD
PD
PD
PD
PD
PD
PD
PD
PD
PD
PD
PD/Fire
PD
PD
PD
PD
Sheriff/911
PD
Software License
Outsourced
Software License
Hybrid
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Outsourced
Description
ALARM

PROGRAM SYSTEMS, LLC
PM AM Replacement
CryWolf Replacement
CryWolf Replacement
PM AM Replacement
PM AM Replacement
CryWolf Replacement
AlarmTrak Replacement
CryWolf Replacement
CryWolf Replacement
AlarmTrak Replacement
CryWolf Replacement
PM AM Replacement
PM AM Replacement
PM AM Replacement
Phoenix Group Replacement
PMAM Replacement
CryWolf Replacement
CryWolf Replacement
PM AM Replacement
opulation
883,305
603,000
560,000
464,474
205,000
202,149
159,000
151,613
147,000
144,500
140,000
129,000
107,125
114,411
87,495
85,000
75,500
69,200
67,737
63,841
63,192
61,121
60,048
59,070
57,021
55,642
54,056
52,157
49,000
48,000
47,689
47,402
45,037
39,364
37,500
35,500
34,987
31,0 235
27,600

Cost Proposal — Revenue Share
Placentia
APS Notes
81% 19% Revenue Share
The proposed Revenue Split will be based on total permit fees, renewal fees, false alarm fees, and any late or reinstatement fees billed & collected by APS from alarm users or alarm companies.

All postage expense (first class postage and materials), banking fees, and credit card processing fees incurred in administering the program will be paid by the gross revenues of the program prior to the revenue share being calculated. These cost items will be itemized on each monthly reconciliation statement.

There are no additional fees - including start up, implementation, data conversion, administration, technical support, and training.

The APS platform is 100% cloud -based and will enable city administrators to log in an view all relevant program data in real time. It requires no introduction of software to the city's technology infrastructure.

Payment System
APS will reconcile, on the first day of each month, the previous month's deposits. Based on each monthly reconciliation, APS will invoice Placentia showing all revenues collected and invoices paid. Once the invoice is approved, an ACH request will be made, and the city's portion of the revenue shall be deposited to the city's designated bank within 10 days of city's approval of such invoice.

ACORO®

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
11/14/2024
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.

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).

PRODUCER
Newfront Insurance Services, LLC
450 Sansome Street
Suite 300
San Francisco

INSURED
Alarm Program Systems, LLC
CitySupport, LLC.
367 Civic Drive, Suite 10
Pleasant Hill

COVERAGES
CA 94111
CA 94523

I CONTACT
NAME: Shelly Flores
IPHONE (415)754-3635
(A/C. No. Extl:

E-MAIL shell flores newfront.com
ADDRESS: y'
INSURER A :

INSURER B :

I INSURER C :

I INSURER D :

I INSURER E :

I INSURER F :

INSURER(S) AFFORDING COVERAGE
Sentinel Insurance Company, Ltd.

Hartford Casualty Insurance Company
Houston Casualty Company
FAX
(A/C, No):

CERTIFICATE NUMBER: REVISION NUMBER:

NAIC #
11000
29424
42374

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.

INSR ADDL SUBR POLICY EFF POLICY EXP

LTR TYPE OF INSURANCE )NSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY)

X COMMERCIAL GENERAL LIABILITY
A
A
B
C

CLAIMS -MADE
X
OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

X POLICY PRO- LOC
JECT
OTHER:

AUTOMOBILE LIABILITY
X

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

UMBRELLA LIAB

EXCESS LIAB
■

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
OCCUR

CLAIMS -MADE
DED RETENT ON $

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Cyber/E&O
Y/N
X 57 SBA IC4905 SC
X 57 SBA IC4905 SC
N /A 57 WEC AEODM5
H24TG31559-04
05/26/2024 05/26/2025
05/26/2024 05/26/2025
10/11/2024 10/11/2025
11/16/2024 11/16/2025
LIMITS

EACH OCCURRENCE

DAMAGE TO RENTED
PREMISES (Ea occurrence)
MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG

COMBINED SINGLE LIMIT
(Ea accident)
BODILY INJURY (Per person)
BODILY INJURY (Per accident)

PROPERTY DAMAGE
(Per accident)

EACH OCCURRENCE

AGGREGATE

X STATUTE ERH
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE
E.L. DISEASE - POLICY LIMIT
Each Occurrence:

Aggregate:
2,000,000
1,000,000
10,000
2,000,000
4,000,000
4,000,000
$ 1,000,000
$ 1,000,000
$ 1,000,000
$1,000,000
$2,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Placentia, its elected and appointed boards, officers, officials, agents, employees, and volunteers are included as an additional insured as required by a written contract with respect to General Liability and Auto Liability. Primary and non-contributory basis with respect to General Liability if required by written contract.

CERTIFICATE HOLDER
City of Placentia, Its Elected and Appointed Boards,
Officers, Officials, Agents, Employees, and Volunteers
401 E Chapman
Placentia
CA 92870

CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 238

Policy Number: 57 SBA IC4905 SC
(6) When You Are Added As An
Additional Insured To Other
Insurance
That is other insurance available to
you covering liability for damages
arising out of the premises or
operations, or products and completed
operations, for which you have been
added as an additional insured by that
insurance; or
When You Add Others As An
Additional Insured To This
Insurance
That is other insurance available to an
additional insured.

However, the following provisions
apply to other insurance available to
any person or organization who is an
additional insured under this Coverage
Part:
(7)
(a)
Primary Insurance When
Required By Contract
This insurance is primary if you
have agreed in a written contract,
written agreement or permit that
this insurance be primary. If other
insurance is also primary, we will
share with all that other insurance
by the method described in c.
below.
(b) Primary And Non -Contributory
To Other Insurance When
Required By Contract
If you have agreed in a written
contract, written agreement or
permit that this insurance is
primary and non-contributory with
the additional insured's own
insurance, this insurance is
primary and we will not seek
contribution from that other
insurance.

Paragraphs (a) and (b) do not apply to
other insurance to which the additional
insured has been added as an
additional insured.

When this insurance is excess, we will
have no duty under this Coverage Part to
defend the insured against any "suit" if any
other insurer has a duty to defend the
insured against that "suit". 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.

BUSINESS LIABILITY COVERAGE FORM
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.

We will share the remaining loss, if any, with
any other insurance that is not described in
this Excess Insurance provision and was not
bought specifically to apply in excess of the
Limits of Insurance shown in the
Declarations of this Coverage Part.
c. Method Of Sharing
If all 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.

8. Transfer Of Rights Of Recovery Against
Others To Us
a. Transfer Of Rights Of Recovery
If the insured has rights to recover all or
part of any payment, including
Supplementary Payments, we have made
under this Coverage Part, those rights are
transferred to us. The insured must do
nothing after loss to impair them. At our
request, the insured will bring "suit" or
transfer those rights to us and help us
enforce them. This condition does not
apply to Medical Expenses Coverage.
b. Waiver Of Rights Of Recovery (Waiver
Of Subrogation)
If the insured has waived any rights of
recovery against any person or
organization for all or part of any payment,
including Supplementary Payments, we
have made under this Coverage Part, we
also waive that right, provided the insured
waived their rights of recovery against
such person or organization in a contract,
agreement or permit that was executed
prior to the injury or damage.

Form SS 00 08 04 05 Page 17 of 24 239

BUSINESS LIABILITY COVERAGE FORM
F. OPTIONAL ADDITIONAL INSURED

COVERAGES
If listed or shown as applicable in the Declarations,
one or more of the following Optional Additional
Insured Coverages also apply. When any of these
Optional Additional Insured Coverages apply,
Paragraph 6. (Additional Insureds When Required
by Written Contract, Written Agreement or Permit)
of Section C., Who Is An Insured, does not apply
to the person or organization shown in the
Declarations. These coverages are subject to the
terms and conditions applicable to Business
Liability Coverage in this policy, except as
provided below:

1. Additional Insured - Designated Person Or
Organization
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or organization(s) shown in the
Declarations, but 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:
a. In the performance of your ongoing
operations; or
b. In connection with your premises owned
by or rented to you.

2. Additional Insured - Managers Or Lessors
Of Premises
a. WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or organization(s) shown in the
Declarations as an Additional Insured -
Designated Person Or Organization; but only
with respect to liability arising out of the
ownership, maintenance or use of that part of
the premises leased to you and shown in the
Declarations.
b. With respect to the insurance afforded to
these additional insureds, the following
additional exclusions apply:

This insurance does not apply to:
(1) Any "occurrence" which takes place
after you cease to be a tenant in that
premises; or
(2) Structural alterations, new
construction or demolition operations
performed by or on behalf of such
person or organization.

3. Additional Insured - Grantor Of Franchise
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or organization(s) shown in the
Declarations as an Additional Insured -
Grantor Of Franchise, but only with respect to
their liability as grantor of franchise to you.

4. Additional Insured - Lessor Of Leased
Equipment
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the person(s) or organization(s)
shown in the Declarations as an Additional
Insured — Lessor of Leased Equipment,
but only with respect to liability for "bodily
injury", "property damage" or "personal
and advertising injury" caused, in whole or
in part, by your maintenance, operation or
use of equipment leased to you by such
person(s) or organization(s).
b. With respect to the insurance afforded to
these additional insureds, this insurance
does not apply to any "occurrence" which
takes place after you cease to lease that
equipment.

5. Additional Insured - Owners Or Other
Interests From Whom Land Has Been
Leased
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the person(s) or organization(s)
shown in the Declarations as an Additional
Insured — Owners Or Other Interests From
Whom Land Has Been Leased, but only
with respect to liability arising out of the
ownership, maintenance or use of that part
of the land leased to you and shown in the
Declarations.
b. With respect to the insurance afforded to
these additional insureds, the following
additional exclusions apply:

This insurance does not apply to:
(1) Any "occurrence" that takes place
after you cease to lease that land; or
(2) Structural alterations, new
construction or demolition operations
performed by or on behalf of such
person or organization.

6. Additional Insured - State Or Political
Subdivision — Permits
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the state or political subdivision
shown in the Declarations as an Additional

Page 18 of 24 ends

Insured — State Or Political Subdivision -
Permits, but only with respect to
operations performed by you or on your
behalf for which the state or political
subdivision has issued a permit.
b. With respect to the insurance afforded to
these additional insureds, the following
additional exclusions apply:

This insurance does not apply to:
(1) "Bodily injury", "property damage" or
"personal and advertising injury"
arising out of operations performed for
the state or municipality; or
(2) "Bodily injury" or "property damage"
included in the "product -completed
operations" hazard.

7. Additional Insured — Vendors
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the person(s) or organization(s)
(referred to below as vendor) shown in the
Declarations as an Additional Insured -
Vendor, but only with respect to "bodily
injury" or "property damage" arising out of
"your products" which are distributed or
sold in the regular course of the vendor's
business and only if this Coverage Part
provides coverage for "bodily injury" or
"property damage" included within the
"products -completed operations hazard".
b. The insurance afforded to the vendor is
subject to the following additional exclusions:
(1) This insurance does not apply to:
(a) "Bodily injury" or "property
damage" for which the vendor is
obligated to pay damages by
reason of the assumption of
liability in a contract or agreement.

This exclusion does not apply to
liability for damages that the
vendor would have in the absence
of the contract or agreement;
(b) Any express warranty
unauthorized by you;
(c) Any physical or chemical change
in the product made intentionally
by the vendor;
(d) Repackaging, unless unpacked
solely for the purpose of inspection,
demonstration, testing, or the
substitution of parts under
instructions from the manufacturer,
and then repackaged in the original
container;

BUSINESS LIABILITY COVERAGE FORM
(e) Any failure to make 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;
(f) Demonstration, installation,
servicing or repair operations,
except such operations performed
at the vendor's premises in
connection with the sale of the
product;
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; or
(h) "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:
(9)
(i)
The exceptions contained in
Subparagraphs (d) or (f); or
(ii) 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.
(2) This insurance does not apply to 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.

8. Additional Insured — Controlling Interest
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or organization(s) shown in the
Declarations as an Additional Insured —
Controlling Interest, but only with respect to
their liability arising out of:
a. Their financial control of you; or
b. Premises they own, maintain or control
while you lease or occupy these premises.

Form SS 00 08 04 05 Page 19 of 24 241

BUSINESS LIABILITY COVERAGE FORM
This insurance does not apply to structural
alterations, new construction and demolition
operations performed by or for that person or
organization.

9. Additional Insured — Owners, Lessees Or
Contractors — Scheduled Person Or
Organization
a. WHO IS AN INSURED under Section C. is
amended to include as an additional
insured the person(s) or organization(s)
shown in the Declarations as an Additional
Insured — Owner, Lessees Or Contractors,
but 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:
(1) In the performance of your ongoing
operations for the additional
insured(s); or
(2) In connection with "your work"
performed for that additional insured
and included within the "products -
completed operations hazard", but
only if this Coverage Part provides
coverage for "bodily injury" or
"property damage" included within the
"products -completed operations
hazard".
b. With respect to the insurance afforded to
these additional insureds, this insurance
does not apply to "bodily injury", "property
damage" or "personal an advertising
injury" arising out of the rendering of, or
the failure to render, any professional
architectural, engineering or surveying
services, including:
(1)
The preparing, approving, or failure to
prepare or approve, maps, shop
drawings, opinions, reports, surveys,
field orders, change orders, designs or
drawings and specifications; or
(2) Supervisory, inspection, architectural
or engineering activities.

10. Additional Insured — Co -Owner Of Insured
Premises
WHO IS AN INSURED under Section C. is
amended to include as an additional insured
the person(s) or Organization(s) shown in the
Declarations as an Additional Insured — Co -
Owner Of Insured Premises, but only with
respect to their liability as co-owner of the
premises shown in the Declarations.

The limits of insurance that apply to additional
insureds are described in Section D. — Limits Of
Insurance.

How this insurance applies when other insurance
is available to an additional insured is described in
the Other Insurance Condition in Section E. —
Liability And Medical Expenses General
Conditions.

G. LIABILITY AND MEDICAL EXPENSES

DEFINITIONS

1. "Advertisement" means the widespread public
dissemination of information or images that
has the purpose of inducing the sale of goods,
products or services through:

Radio;
Television;
Billboard;
Magazine;
Newspaper;
b. The Internet, but only that part of a web
site that is about goods, products or
services for the purposes of inducing the
sale of goods, products or services; or
c. Any other publication that is given
widespread public distribution.

However, "advertisement" does not include:
a. The design, printed material, information
or images contained in, on or upon the
packaging or labeling of any goods or
products; or
b. An interactive conversation between or
among persons through a computer network.

2. "Advertising idea" means any idea for an
"advertisement".

3. "Asbestos hazard" means an exposure or
threat of exposure to the actual or alleged
properties of asbestos and includes the mere
presence of asbestos in any form.

4. "Auto" means a land motor vehicle, trailer or
semi -trailer designed for travel on public
roads, including any attached machinery or
equipment. But "auto" does not include
"mobile equipment".

5. "Bodily injury" means physical:
a.
b.
c.

Injury;
Sickness; or
Disease
sustained by a person and, if arising out of the
above, mental anguish or death at any time.

6. "Coverage territory" means:

Page 20 of 24 ends

Policy Number: 57 SBA IC4905 SC
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

HIRED AUTO AND NON -OWNED AUTO
This endorsement modifies insurance provided under the following:

BUSINESS LIABILITY COVERAGE FORM
This coverage is subject to all provisions in the
BUSINESS LIABILITY COVERAGE FORM not
expressly modified herein:

A. Amended Coverage:

Coverage is extended to "bodily injury" and
"property damage" arising out of the use of a "hired
auto" and "non -owned auto".

B. Paragraph B. EXCLUSIONS is amended as
follows:

1. Exclusion g. Aircraft, Auto or Watercraft does
not apply to a "hired auto" or a "non -owned
auto".

2. Exclusion e. Employers Liability does not
apply to "bodily injury" to domestic "employees"
not entitled to workers' compensation benefits
or to liability assumed by the "insured" under an
"insured contract".

3. Exclusion f. Pollution is replaced by the
following:
"Bodily injury" or "property damage" arising out
of the actual, alleged or threatened discharge,
dispersal, seepage, migration, release or
escape of "pollutants":
a. That are, or that are contained in any
property that is:
(1) Being transported or towed by, handled,
or handled for movement into, onto or
from, the covered "auto";
(2) Otherwise in the course of transit by or
on behalf of the "insured"; or
Being stored, disposed of, treated or
processed in or upon the covered
"auto".
b. Before the "pollutants" or any property in
which the "pollutants" are contained are
(3)
Form SS 04 38 09 09
moved from the place where they are
accepted by the "insured" for movement into
or onto the covered "auto"; or
c. After the "pollutants" or any property in
which the "pollutants" are contained are
moved from the covered "auto" to the place
where they are finally delivered, disposed of
or abandoned by the "insured".

Paragraph a. above does not apply to fuels,
lubricants, fluids, exhaust gases or other
similar "pollutants" that are needed for or
result from the normal electrical, hydraulic
or mechanical functioning of the covered
"auto" or its parts, if:
(1) The "pollutants" escape, seep, migrate,
or are discharged or released directly
from an "auto" part designed by its
manufacturer to hold, store, receive, or
dispose of such "pollutants"; and
(2) The "bodily injury" and "property
damage" does not arise out of the
operation of any equipment listed in
paragraphs 15.b. and 15.c. of the
definition of "mobile equipment".

Paragraphs b. and c. above do not apply to
"accidents" that occur away from premises
owned by or rented to an "insured" with
respect to "pollutants" not in or upon a
covered "auto" if:
(1) The "pollutants" or any property in
which the "pollutants" are contained are
upset, overturned or damaged as a
result of the maintenance or use of a
covered "auto"; and
© 2009, The Hartford
(Includes copyrighted material of ISO Properties, Inc., with its permission)

Page 1 of 3 ends

243

(2) The discharge, dispersal, seepage,
migration, release or escape of the
"pollutants" is caused directly by such
upset, overturn or damage as a result of
the maintenance or use of a covered
"auto".

4. With respect to this coverage, the following
additional exclusions apply:
a. Fellow employee
Coverage does not apply to "bodily injury" to
any fellow "employee" of the "insured"
arising out of the operation of an "auto"
owned by the "insured" in the course of the
fellow "employee's" employment.
b. Care, custody or control
Coverage does not apply to "property
damage" involving property owned or
transported by the "insured" or in the
"insured's" care, custody or control.

C. With respect to "hired auto" and "non -owned auto"
coverage, Paragraph C. WHO IS AN INSURED is
deleted and replaced by the following:

The following are "insureds":
a. You.
b. Your "employee" while using with your
permission:
(1) An "auto" you hire or borrow; or
(2) An "auto" you don't own, hire or borrow in
your business or personal affairs; or
(3) An "auto" hired or rented by your
"employee" on your behalf and at your
direction.
c. Anyone else while using a "hired auto" or "non -
owned auto" with your permission except:
(1) The owner or anyone else from whom you
hire or borrow an "auto".
(2) Someone using an auto while he or she is
working in a business of selling, servicing,
repairing, parking or storing "autos" unless
that business is yours.

Anyone other than your "employees",
partners (if you are a partnership), members
(if you are a limited liability company), or a
lessee or borrower or any of their
"employees", while moving property to or
from an "auto".
(4) A partner (if you are a partnership), or a
member (if you are a limited liability
(3)
company) for an "auto" owned by him or her
or a member of his or her household.
d. Anyone liable for the conduct of an "insured"
described above but only to the extent of that
liability.

D. With respect to the operation of a "hired auto" and
"non -owned auto", the following additional
conditions apply:

1. OTHER INSURANCE
a. Except for any liability assumed under an
"insured contract" the insurance provided by
this Coverage Form is excess over any
other collectible insurance.

However, if your business is the selling,
servicing, repairing, parking or storage of
"autos", the insurance provided by this
endorsement is primary when covered
"bodily injury" or "property damage" arises
out of the operation of a customer's "auto"
by you or your "employee".
b. When this Coverage Form and any other
Coverage Form or policy covers on the
same basis, either excess or primary, we
will pay only our share. Our share is the
proportion that the Limit of Insurance of our
Coverage Form bears to the total of the
limits of all the Coverage Forms and policies
covering on the same basis.

2. TWO OR MORE COVERAGE FORMS OR

POLICIES ISSUED BY US
If the Coverage Form and any other Coverage
Form or policy issued to you by us or any
company affiliated with us apply to the same
"accident", the aggregate maximum Limit of
Insurance under all the Coverage Forms or
policies shall not exceed the highest applicable
Limit of Insurance under any one Coverage
Form or policy. This condition does not apply to
any Coverage Form or policy issued by us or an
affiliated company specifically to apply as
excess insurance over this Coverage Form.

E. The following definitions are added:

G. LIABILITY AND MEDICAL EXPENSES
DEFINITIONS:

1. "Hired auto" means any "auto" you lease,
hire, rent or borrow. This does not include
any auto you lease, hire, rent or borrow
from any of your "employees", your partners
(if you are a partnership), members (if you
are a limited liability company),

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or your "executive officers" or members of
their households.

This does not include a long-term leased
"auto" that you insure as an owned "auto"
under any other auto liability insurance
policy or a temporary substitute for an
"auto" you own that is out of service
because of its breakdown, repair, servicing
or destruction.

2. "Non -owned auto " means any "auto" you
do not own, lease, hire, rent or borrow
which is used in connection with your
business. This includes:
a. "Autos" owned by your "employees" your
partners (if you are a partnership),
members (if you are a limited liability
company), or your "executive officers",
or members of their households, but
only while used in your business or your
personal affairs.
b. Customer's "auto" that is in your care,
custody or control for service.

Form SS 04 38 09 09

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Placentia City CouncilDecember 3, 2024

Placentia City Council
December 3, 2024