Agenda packet — Seal Beach City Council, April 14, 2025

A G E N D A

MEETING OF THE CITY COUNCIL
Monday, April 14, 2025 ~ 7:00 PM
City Council Chambers
211 Eighth Street
Seal Beach, California

LISA LANDAU
MAYOR
Third District

NATHAN STEELE
MAYOR PRO TEM
Fifth District

JOE KALMICK
COUNCIL MEMBER
First District

BEN WONG
COUNCIL MEMBER
Second District

PATTY SENECAL
COUNCIL MEMBER
Fourth District
This Agenda contains a brief general description of each item to be considered. No action or discussion shall be taken on any item not appearing on the agenda, except as otherwise provided by law. Supporting documents, including agenda staff reports, and any public writings distributed by the City to at least a majority of the Council Members regarding any item on this agenda are available on the City’s website at www.sealbeachca.gov.

City Council meetings are broadcast live on Seal Beach TV-3 and on the City's website (www.sealbeachca.gov). Check SBTV-3 schedule for the rebroadcast of meetings. The meetings are also available on demand on the City’s website (starting 2012).

In compliance with the Americans with Disabilities Act of 1990, if you require disability related modifications or accommodations, including auxiliary aids or services to attend or participate in the City Council meeting, please call the City Clerk's office at (562) 431-2527 at least 48 hours prior to the meeting.

CALL TO ORDER

PLEDGE OF ALLEGIANCE

COUNCIL ROLL CALL

PRESENTATIONS / RECOGNITIONS
• Arbor Day Proclamation – April 25, 2025

ORAL COMMUNICATIONS
At this time members of the public may address the Council regarding any items within the subject matter jurisdiction of the City Council. Pursuant to the Brown Act, the Council cannot discuss or take action on any items not on the agenda unless authorized by law. Matters not on the agenda may, at the Council's discretion, be referred to the City Manager and placed on a future agenda.

Those members of the public wishing to speak are asked to come forward to the microphone and state their name for the record. All speakers will be limited to a period of five (5) minutes. Speakers must address their comments only to the Mayor and entire City Council, and not to any individual, member of the staff or audience. Any documents for review should be presented to the City Clerk for distribution. Speaker cards will be available at the Clerk’s desk for those wishing to sign up to address the Council, although the submission of a speaker card is not required in order to address the Council.

Emailed presentation received from Ken Seiff
Public comment received from James Lingle
Public comment received from Chad Belinghieri

APPROVAL OF AGENDA & WAIVER OF FULL READING OF RESOLUTIONS

ORDINANCES
By motion of the City Council this is the time to notify the public of any changes to the agenda and /or rearrange the order of the agenda.

CITY ATTORNEY REPORT Nicholas Ghirelli, City Attorney
CITY MANAGER REPORT Patrick Gallegos, Interim City Manager

COUNCIL COMMENTS
General Council Member comments and reporting pursuant to AB 1234.

COUNCIL ITEMS- None

CONSENT CALENDAR
Items on the consent calendar are considered to be routine and are enacted by a single motion with the exception of items removed by Council Members.

A. Approval of the City Council Minutes - That the City Council approve the minutes of the Closed Session, Budget Study Session, and Regular City Council meetings held on March 24, 2025.

B. Demand on City Treasury (Fiscal Year 2025) - Ratification.

C. Approving and Authorizing a Professional Services Agreement with ClientFirst Technology Consulting for a Five-Year Citywide Information Technology Master Plan - That the City Council adopt Resolution 7630: 1.

Approving the Professional Services Agreement with ClientFirst Technology Consulting for the Citywide Information Technology Master Plan for $74,826; and, 2. Authorizing the Interim City Manager to execute the agreement with ClientFirst Technology Consulting on behalf of the City.

D. Notice of Completion for the Lampson Avenue Bike Lane Gap Closure Project, CIP ST1811 - That the City Council adopt Resolution 7631: 1.

Accepting the Lampson Avenue Bike Lane Gap Closure Project, CIP ST1811, in the amount of $2,288,746.39; and, 2. Directing the City Clerk to file a “Notice of Completion” with the Orange County Clerk-Recorder within fifteen (15) days from the date of acceptance and to release retention thirty-five (35) days after recordation of the Notice of Completion contingent upon no claims being filed on the Project.

E. Approving and Authorizing the Purchase for the Replacement of Marine Safety Vehicle Unit #5140 - That the City Council adopt Resolution 7632: 1.

Authorizing the purchase of Marine Safety Vehicle Unit #5140 replacement for a total cost of $51,829.29, from National Auto Fleet Group pursuant to the Cooperative Purchase Contract with Sourcewell, Master Vehicle Contract #091521-NAF, including the execution of a purchase order and all other necessary documents to effectuate the purchase, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 2. Approving Budget Amendment BA #25-10-02; and, 3. Authorizing the Interim City Manager to surplus the existing Marine Safety Vehicle Unit #5140 upon the completion of the replacement vehicle purchase and equipment upfitting.

F. Approving and Authorizing a Memorandum of Understanding Between the County of Orange and the City of Seal Beach for the Use of the Countywide Mass Notification System, AlertOC - That the City Council adopt Resolution 7633: 1. Approving the Memorandum of Understanding (MOU) with the County of Orange for the AlertOC Countywide Mass Notification System; and, 2. Authorizing the Interim City Manager to execute this memorandum on behalf of the City.

ITEMS REMOVED FROM THE CONSENT CALENDAR
PUBLIC HEARING – None
UNFINISHED / CONTINUED BUSINESS – None
NEW BUSINESS – None

ADJOURNMENT
Adjourn the City Council to Monday, April 28, 2025 at 5:00 p.m., to meet in a Special Meeting of the City Council/Study Session.

CITY COUNCIL NORMS:

Adopted on June 12, 2023
• Maintain a citywide perspective, while being mindful of our districts. • Move from I to we, and from campaigning to governing. • Work together as a body, modeling teamwork and civility for our community. • Assume good intent.
• Disagree agreeably and professionally.
• Utilize long range plans to provide big picture context that is realistic and achievable. • Stay focused on the topic at hand. Ensure each member of Council has an opportunity to speak.
• Demonstrate respect, consideration, and courtesy to all. • Share information and avoid surprises.
• Keep confidential things confidential.
• Respect the Council/Manager form of government and the roles of each party. • Communicate concerns about staff to the City Manager; do not criticize staff in public.

CIVILITY PRINCIPLES:

Treat everyone courteously;
Listen to others respectfully;
Exercise self-control;
Give open-minded consideration to all viewpoints;
Focus on the issues and avoid personalizing debate; and, Embrace respectful disagreement and dissent as democratic rights, inherent components of an inclusive public process, and tools for forging sound decisions.

@CITYOFSEALBEACH @CITYOFSEALBEACHCA @SEALBEACHCITYCA @SEALBEACHRECREATION&COMMUNITYSERVICES @SEALBEACH_LIFEGUARD @SEALBEACHPOLICEDEPARTMENT @SEALBEACHPOLICE @SEALBEACHPUBLICWORKS
@K9YOSA
@K9.SAURUS

Agenda Item A

AGENDA STAFF REPORT
DATE: April 14, 2025
TO: Honorable Mayor and City Council
THRU: Patrick Gallegos, Interim City Manager
FROM: Gloria D. Harper, City Clerk
SUBJECT: Approval of the City Council Minutes
________________________________________________________________ SUMMARY OF REQUEST:

That the City Council approve the minutes of the Closed Session, Budget Study Session, and Regular City Council meetings held on March 24, 2025.

BACKGROUND AND ANALYSIS:

This section does not apply.

ENVIRONMENTAL IMPACT:

There is no environmental impact related to this item.

LEGAL ANALYSIS:

No legal analysis is required for this item.

FINANCIAL IMPACT:

There is no financial impact for this item.

STRATEGIC PLAN:

This item is not applicable to the Strategic Plan.

RECOMMENDATION:

That the City Council approve the minutes of the Closed Session, Budget Study Session, and Regular City Council meetings held on March 24, 2025.

Page 2 ends

SUBMITTED BY: NOTED AND APPROVED:

Gloria D. Harper Patrick Gallegos
Gloria D. Harper, City Clerk Patrick Gallegos, Interim City Manager Prepared by: Brandon DeCriscio, Deputy City Clerk
ATTACHMENTS:

A. Minutes – Closed Session, March 24, 2025
B. Minutes – Budget Study Session March 24, 2025
C. Minutes – Regular Session, March 24, 2025
Seal Beach, California
March 24, 2025
The City Council met in Closed Session at 5:04 p.m. in the City Hall Conference Room.

ROLL CALL

Present: Mayor Landau
Council Members: Kalmick, Wong (arrived at 5:15pm), Senecal, Steele

Absent: None
City Staff: Nicholas Ghirelli, City Attorney
Patrick Gallegos, Interim City Manager
Gloria D. Harper, City Clerk
Alexa Smittle, Director of Community Development
Iris Lee, Director of Public Works

ORAL COMMUNICATIONS
Mayor Landau opened oral communications. Speakers: None. Mayor Landau closed oral communications.

CLOSED SESSION
A. PUBLIC EMPLOYEE APPOINTMENT/EMPLOYMENT
Government Code §54957(b)
Title: City Manager
B. CONFERENCE WITH LABOR NEGOTIATOR
Agency Designated Representative: Nicholas Ghirelli, City Attorney Unrepresented Employee: Interim City Manager
C. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Significant exposure to litigation pursuant to Government Code Section 54956.9(d)(2) – One (1) case involving facts and circumstances not yet known to a potential plaintiff.

D. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Significant exposure to litigation pursuant to Government Code Section 54956.9(d)(2) – One (1) case involving a threat of litigation regarding a proposed development at 4665 Lampson Avenue, Los Alamitos, CA. A record of the threat of litigation is available for inspection in the City Clerk’s office E. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Significant exposure to litigation pursuant to Government Code Section 54956.9(d)(2) – One (1) case involving the receipt of a claim under the Government Claims Act from Asad Holdings LLC DBA OrangeBlue General Contractors. A copy of the claim is available for inspection in the City Clerk’s office.

RECESSED CLOSED SESSION– 5:30 p.m.

RECONVENED CLOSED SESSION – 8:20 p.m.

ROLL CALL

Present: Mayor Landau
Council Members: Kalmick, Wong, Senecal, Steele

Absent: None
City Staff: Nicholas Ghirelli, City Attorney
Patrick Gallegos, Interim City Manager
Alexa Smittle, Director of Community Development
Iris Lee, Director of Public Works

ORAL COMMUNICATIONS
Mayor Landau opened oral communications. Speakers: None. Mayor Landau closed oral communications.

No reportable action was taken.

ADJOURNMENT
Mayor Landau adjourned the Closed Session meeting at 10:10 p.m.

Gloria D. Harper, City Clerk
City of Seal Beach
Approved:

Lisa Landau, Mayor
Attested:

Gloria D. Harper, City Clerk
Seal Beach, California
March 24, 2025
The City Council met in a Special Meeting for a Budget Study Session at 5:35 p.m. in the City Council Chambers.

ROLL CALL

Present: Mayor Landau
Council Members: Kalmick, Wong, Senecal, Steele

Absent: None
City Staff: Patrick Gallegos, Interim City Manager
Michael Henderson, Police Chief
Joe Bailey, Chief, Marine Safety Department
Alexa Smittle, Director of Community Development
Barbara Arenado, Director of Finance/City Treasurer
Alayna Hoang, Finance Manager
Tracey Yonemura, Financial Analyst
Iris Lee, Director of Public Works
Gloria D. Harper, City Clerk
Brandon DeCriscio, Deputy City Clerk
Tim Kelsey, Recreation Manager
Deb Machen, Executive Assistant

PUBLIC COMMENTS
Mayor Landau opened oral communications. Speakers: Joe Osuna, Peter Anninos, Terri Quinlan, Jim Quinlan, James Jenson, Theresa Miller, and Matthew Terry. Mayor Landau closed oral communications.

Three (3) supplemental communications were received after the posting of the agenda; they were distributed to the City Council and made available to the public.

STUDY SESSION
Interim City Manager Gallegos welcomed everyone to the study session and gave an overview of the meeting agenda and goals. He called upon Director Finance Arenado who provided an in-depth overview of the budget process and the city’s goals and objectives for Fiscal Year 2025-2026.

A discussion ensued between the Mayor, Mayor Pro Tem, Council Members and City staff. Council Members' questions and concerns were addressed.

ADJOURNMENT
Mayor Landau adjourned the meeting at 6:49 p.m., to meet in the regular session meeting of the City Council at 7:00 p.m.

Gloria D. Harper, City Clerk
City of Seal Beach
Approved:

Lisa Landau, Mayor
Attested: ____________________
Gloria D. Harper, City Clerk
Seal Beach, California
March 24, 2025
The City Council met in Regular Session at 7:05 p.m. in the City Council Chambers.

Council Member Senecal led the Pledge of Allegiance.

ROLL CALL

Present: Mayor Landau
Council Members: Kalmick, Wong, Senecal, Steele

Absent: None
City Staff: Nicholas Ghirelli, City Attorney
Patrick Gallegos, Interim City Manager
Michael Henderson, Police Chief
Barbara Arenado, Director of Finance/City Treasurer
Iris Lee, Director of Public Works
Joe Bailey, Marine Safety Chief
Gloria D. Harper, City Clerk
Brian Gray, Police Sergeant
Nick Nicholas, Police Captain
Mike Ezroj, Police Captain
Tim Kelsey, Recreation Manager
Deb Machen, Executive Assistant

PRESENTATIONS / RECOGNITIONS
• Girl Scouts of the United States of America 113th Birthday Proclamation • Lifeguard New Zealand Exchange Program Presentation
• Neighbor4Neighbor Program and Sign Initiative Presentation • National Tsunami Preparedness Week Proclamation - March 22 – 30, 2025

ORAL COMMUNICATIONS
Mayor Landau opened oral communications. Speakers: Joe Osuna, James Lingle, and Matthew Terry addressed the City Council. Mayor Landau closed oral communications.

City Clerk Harper announced that four (4) supplemental communications were received after posting the agenda; they were distributed to the City Council and made available to the public.

APPROVAL OF AGENDA & WAIVER OF FULL READING OF RESOLUTIONS AND

ORDINANCES
Mayor Landau pulled item G for separate consideration.

Council Member Senecal moved, second by Council Member Kalmick to approve the agenda.

AYES: Kalmick, Wong, Landau, Senecal, Steele
NOES: None
ABSENT: None
ABSTAIN: None
Motion carried

CITY ATTORNEY REPORT
City Attorney Ghirelli reported that the City Council met in Closed Session to discuss the five (5) items posted on the agenda. All five (5) Council Members were present, and no reportable action was taken.

Additionally, City Attorney Ghirelli announced that the City Council would reconvene into Closed Session following the conclusion of the regular session meeting.

CITY MANAGER REPORT
Interim City Manager Gallegos announced the passing of Assistant Engineer Luna. He noted that information regarding the memorial service will be announced when it is made available.

COUNCIL COMMENTS
Council Member Kalmick announced his attendance at the Staff Appreciation Luncheon, the League of California Cities Orange County meeting, the Orange County Fire Authority (OCFA) Open House, the Americana Awards, the San Gabriel Rivers and Mountains Conservancy meeting, the Watershed Conservation Authority meeting, the California Coastal Commission listening session, and the Los Cerritos Wetlands Authority Public Workshop.

Council Member Senecal reported her attendance at the Seal Beach Chamber of Commerce Board of Directors meeting, the Orange County Fire Authority (OCFA) Open House, the Americana Awards, the Los Cerritos Wetlands Authority Public Workshop, the League of California Cities Legislative briefing, the Environmental Quality Control Board (EQCB) meeting. Council Member Senecal also reported that she met with staff to assist with registration issues at the Tennis and Pickleball Center. Additionally, Council Member Senecal announced that she toured the Bay Theater, and the Republic Services facilities.

Lastly, Council Member Senecal announced that City Council agendas will now feature a new “drop-down menu” that will allow the viewer to go directly to a specific item within the agenda packet. She thanked City Clerk staff for adding the new feature.

Mayor Pro Tem Steele reported his attendance at the Staff Appreciation Luncheon, the Orange County Fire Authority (OCFA) Open House, the Americana Awards, the Leisure World Local Hazard Mitigation Plan meeting, the Environmental Quality Control Board (EQCB) meeting, the McGaugh Elementary School Pageant of the Arts, the League of California Cities Orange County Division meeting, and the Orange County Mosquito and Vector Control meeting.

Additionally, Mayor Pro Tem Steele announced that he met with Mark Weaver, the Golden Rain Foundation (GRF) Facilities Director, to discuss their water and wastewater infrastructure related issues.

Finally, Mayor Pro Tem Steele announced that the Orange County Older Adult Advisory Commission (OC-OAAC) ranked Seal Beach as the top city in Orange County for senior assistance programs.

Council Member Wong reported his attendance at the Chamber of Commerce Breakfast, the Orange County Sanitation District (OCSan) meeting, the Seal Beach Cable Communications Foundation Board meeting, and the Los Cerritos Wetlands Authority Public Workshop.

Mayor Landau announced her attendance at the Los Cerritos Wetland Authority Public Workshop, the Americana Awards, the Seal Beach Animal Care Center Meatball Fundraiser. Additionally, Mayor Landau announced that she was given a tour of Orange County Sanitation District’s Plant. Lastly, Mayor Landau congratulated Perla Mendoza and Lieutenant Clasby for being recognized by Assembly Women Dixon as Local Women of the Year.

COUNCIL ITEMS
There were no council items.

CONSENT CALENDAR
Mayor Pro Tem Steele moved, second by Council Member Kalmick, to approve the recommended actions on the consent calendar with exception of Item G.

A. Approval of the City Council Minutes - That the City Council approve the minutes of the Closed Session, Water/Sewer Rate Financial Study Session, and Regular City Council meetings held on March 10, 2025.

B. Demand on City Treasury (Fiscal Year 2025) - Ratification.

C. Monthly Investment Report (March 24, 2025) - Receive and file.

D. City Council Appointment - It is the request of Council Member Senecal that the City Council appoint Keith Crafton to the Recreation and Parks Commission.

E. 2024 General Plan Annual Progress Report - That the City Council: 1. Receive and file the 2024 General Plan Annual Progress Report; and, 2. Authorize staff to submit the Annual Progress Report to the California Department of Housing and Community Development and the Governor’s Office of Land Use and Climate Innovation, as required by State law.

F. Authorize an Application for a Cost-Free Lease with the California State Lands Commission for the use of Sovereign land, located in the Pacific Ocean at Seal Beach and Sunset Beach - That the City Council adopt Resolution 7627: 1. Approving a lease application for a cost-free lease from the California State Lands Commission for the use of Sovereign land located in the Pacific Ocean at Seal Beach and Sunset Beach; and, 2. Directing the Interim City Manager, or their designee, to execute all necessary documents for the lease application on behalf of the City.

G. Approving and Authorizing Budget Amendment BA #25-09-02 and the Purchase for the Replacement of City Vehicles and Heavy Equipment - That the City Council adopt Resolution 7628: 1. Authorizing the purchase of Police Pursuit Vehicle Units #4102, #4103, and #4106 for a total cost of $201,298.47, from Olathe Ford pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #032824- OLA, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 2. Authorizing the purchase of Public Works Heavy Equipment Unit #76 for a total cost of $135,937.50, from JCB Southern California, LLC pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #020223-JCB, in accordance with the purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 3. Authorizing the purchase of Marine Safety Vehicle Unit #5140 for a total cost of $48,436.16, from National Auto Fleet Group pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #091521-NAF, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 4. Authorizing and directing the Interim City Manager to approve all necessary agreements and expenditures for the purchase of the new vehicles and equipment; and, 5. Authorizing and directing the Interim City Manager to approve payments to High Standard Automotive, LLC., for vehicle upfitting work pursuant to Seal Beach Municipal Code Section 3.20.025(B) in the not-to-exceed amount of $70,000.00; and, 6. Approving Budget Amendment BA #25-09-02 in the amount of $94,729.13; and, 7. Authorizing the Interim City Manager to surplus existing vehicles and equipment upon the completion of the new vehicle and equipment purchases and upfitting.

H. Approving and Authorizing the Allocation of Funds From Assets Forfeiture to the Seal Beach Police Department Budget for Use to Purchase New Mobile Dispatch Terminals in Police Vehicles - That the City Council adopt Resolution 7629:

1. Approving the Mobile Dispatch Terminals project total of $107,280 to equip and upfit police vehicles BA #25-10-01 as necessary; and, 2. Authorizing the Interim City Manager to execute the purchase of equipment and utilize the funding on behalf of the City.

The vote below is for the Consent Calendar Items with the exception of Item G.

AYES: Kalmick, Wong, Senecal, Steele, Landau
NOES: None
ABSENT: None
ABSTAIN: None
Motion carried

ITEMS REMOVED FROM THE CONSENT CALENDAR
G. Approving and Authorizing Budget Amendment BA #25-09-02 and the Purchase for the Replacement of City Vehicles and Heavy Equipment - That the City Council adopt Resolution 7628: 1. Authorizing the purchase of Police Pursuit Vehicle Units #4102, #4103, and #4106 for a total cost of $201,298.47, from Olathe Ford pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #032824-OLA, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 2. Authorizing the purchase of Public Works Heavy Equipment Unit #76 for a total cost of $135,937.50, from JCB Southern California, LLC pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #020223-JCB, in accordance with the purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 3. Authorizing the purchase of Marine Safety Vehicle Unit #5140 for a total cost of $48,436.16, from National Auto Fleet Group pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #091521-NAF, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 4. Authorizing and directing the Interim City Manager to approve all necessary agreements and expenditures for the purchase of the new vehicles and equipment; and, 5. Authorizing and directing the Interim City Manager to approve payments to High Standard Automotive, LLC., for vehicle upfitting work pursuant to Seal Beach Municipal Code Section 3.20.025(B) in the not-toexceed amount of $70,000.00; and, 6. Approving Budget Amendment BA #25-09-02 in the amount of $94,729.13; and, 7. Authorizing the Interim City Manager to surplus existing vehicles and equipment upon the completion of the new vehicle and equipment purchases and upfitting.

Interim City Manager Gallegos called upon Public Works Director Lee. Public Works Director Lee provided an overview of the staff report.

A discussion ensued between Council Member Wong, Mayor Pro Tem Steele, Mayor Landau, Public Works Director Lee, and Police Chief Henderson. Council Members' questions and concerns were addressed.

Mayor Landau moved, second by Mayor Pro Tem Steele to adopt Resolution 7628, with the exception of item 3: 1. Authorizing the purchase of Police Pursuit Vehicle Units #4102, #4103, and #4106 for a total cost of $201,298.47, from Olathe Ford pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #032824-OLA, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 2. Authorizing the purchase of Public Works Heavy Equipment Unit #76 for a total cost of $135,937.50, from JCB Southern California, LLC pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #020223-JCB, in accordance with the purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 3. Authorizing the purchase of Marine Safety Vehicle Unit #5140 for a total cost of $48,436.16, from National Auto Fleet Group pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #091521-NAF, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and, 4. Authorizing and directing the Interim City Manager to approve all necessary agreements and expenditures for the purchase of the new vehicles and equipment; and, 5. Authorizing and directing the Interim City Manager to approve payments to High Standard Automotive, LLC., for vehicle upfitting work pursuant to Seal Beach Municipal Code Section 3.20.025(B) in the not-toexceed amount of $70,000.00; and, 6. Approving Budget Amendment BA #25-09-02 in the amount of $94,729.13; and, 7. Authorizing the Interim City Manager to surplus existing vehicles and equipment upon the completion of the new vehicle and equipment purchases and upfitting.

AYES: Kalmick, Wong, Senecal, Steele, Landau
NOES: None
ABSENT: None
ABSTAIN: None
Motion carried

PUBLIC HEARING
There were no public hearing items.

UNFINISHED/CONTINUED BUSINESS
There were no unfinished/continued business items.

NEW BUSINESS
There were no new business items.

ADJOURNMENT
Mayor Landau adjourned the City Council in memory of Assistant Engineer Luna at 8:11 p.m. to Monday, April 14, 2025, at 5:30 p.m. to meet in Closed Session, if deemed necessary.
__________________________
Gloria D. Harper, City Clerk
City of Seal Beach
Approved: ___________________________
Lisa Landau, Mayor
Attested: ____________________________
Gloria D. Harper, City Clerk

Agenda Item C

AGENDA STAFF REPORT
DATE: April 14, 2025
TO: Honorable Mayor and City Council
THRU: Patrick Gallegos, Interim City Manager
FROM: Alexa Smittle, Community Development Director
SUBJECT: Approving and Authorizing a Professional Services Agreement with ClientFirst Technology Consulting for a
Five-Year Citywide Information Technology Master Plan
________________________________________________________________ SUMMARY OF REQUEST:

That the City Council adopt Resolution 7630:

1. Approving the Professional Services Agreement with ClientFirst Technology Consulting for the Citywide Information Technology Master Plan for $74,826; and,

2. Authorizing the Interim City Manager to execute the agreement with ClientFirst Technology Consulting on behalf of the City.

BACKGROUND AND ANALYSIS:

On December 19, 2024, the City issued a Request for Proposals (RFP) to develop a comprehensive five-year Citywide Information Technology Master Plan (Master Plan) to align with the City’s strategic priorities and improve the policies, management practices, and infrastructure associated with the City’s technology functions.

At the January 30, 2024 Strategic Planning Workshop for Fiscal Year 2024-2025, the City Council identified the Master Plan as a top priority, achieving a consensus to proceed with this effort. The Council emphasized the importance of this initiative for sustaining service delivery, updating existing systems, and maintaining equipment. Key components of the discussion included topics such as the integration of mobile dispatch terminals, body-worn cameras, geographic information systems, and various software applications.

The current information technology (IT) setting presents several significant challenges. With only one employee dedicated to IT in the City, much of the work has been outsourced to a private company to manage system implementation,

Page 2 ends

maintenance, and help desk support. The lack of a centralized IT structure has caused various departments to manage their own IT needs independently, leading to fragmentation and inefficiencies across the City. Additionally, a recent cybersecurity assessment has identified deficiencies in outdated infrastructure and training practices, highlighting the urgent need for comprehensive improvements in the IT environment.

The Master Plan will provide a roadmap for thoughtful, strategic alignment and investment in technology to support City Council priorities and achieve the City's overall objectives. The implementation of cohesive IT solutions will promote fiscal sustainability and transparency for the Seal Beach community. Enhanced technology will significantly improve the City's ability to deliver high-quality municipal services, and the Master Plan will address technical solutions to improve safety services and response times, enhancing overall public safety, thus modernizing the City’s IT infrastructure and services.

In January 2025, the City received 14 RFP responses. Cost proposals ranged from $30,000 to $400,000, with those two specific figures being the outliers. Of the 11 proposals staff considered to be adequately responsive to the RFP, the median cost proposal was $74,900. From this pool, staff interviewed five firms they believed were best suited to develop the Master Plan. Based on thorough consideration of the written proposals, as well as the interviews conducted, staff recommends that the City Council approve the Professional Services Agreement with ClientFirst Technology Consulting in the amount of $74,826 for the Citywide IT Master Plan.

ENVIRONMENTAL IMPACT:

This item is exempt from environmental review under the California Environmental Quality Act (CEQA) pursuant to Sections 15061(b)(3) and 15061(b)(4) of the State CEQA Guidelines because it can be seen with certainty that creation of the Master Plan will not involve any development or change to the physical environment and therefore no further environmental review under CEQA is warranted or necessary.

LEGAL ANALYSIS:

The City Attorney has reviewed and approved as to form.

FINANCIAL IMPACT:

Adequate funding is available in Account 301-500-0333-55000 BG2401.

STRATEGIC PLAN:

This item is a direct result of the City Council’s 2024 Strategic Plan Workshop.

Page 3 ends

RECOMMENDATION:

That the City Council adopt Resolution 7630:

1. Approving the Professional Services Agreement with ClientFirst Technology Consulting for the Citywide Information Technology Master Plan for $74,826; and,

2. Authorizing the Interim City Manager to execute the agreement with ClientFirst Technology Consulting.

SUBMITTED BY: NOTED AND APPROVED:

Alexa Smittle Patrick Gallegos
Alexa Smittle, Community
Development Director
Patrick Gallegos, Interim City Manager
Prepared by: Megan Coats, Management Analyst
ATTACHMENTS:

A. Resolution 7630
B. Professional Services Agreement with ClientFirst Technology Consulting
C. ClientFirst Technology Consulting Response to RFP
RESOLUTION 7630

A RESOLUTION OF THE SEAL BEACH CITY COUNCIL

AUTHORIZING A PROFESSIONAL SERVICES

AGREEMENT WITH CLIENTFIRST TECHNOLOGY

CONSULTING FOR THE FIVE-YEAR CITYWIDE

INFORMATION TECHNOLOGY MASTER PLAN
WHEREAS, the City of Seal Beach recognizes the critical role of information technology (IT) in supporting efficient municipal operations, delivering high-quality services to residents, and ensuring public safety; and,
WHEREAS, the City’s current IT infrastructures are fragmented, resulting in inefficiencies and operational challenges; and,
WHEREAS, the development of a Citywide IT Master Plan will provide aligning technology investments with the City Council's strategic goals, ensuring fiscal sustainability, improving service delivery, and enhancing public safety; and, WHEREAS, the IT Master Plan will assess the City’s current IT environment, analyze departmental IT needs, identify opportunities for emerging technologies, and provide actionable recommendations for the next five years; and, WHEREAS, it is essential to secure a Citywide IT Master Plan with ClientFirst Technology Consulting to modernize the City’s IT infrastructure and services.

NOW, THEREFORE, THE SEAL BEACH CITY COUNCIL DOES HEREBY RESOLVE:

Section 1. The City of Seal Beach hereby approves a Professional Services Agreement for a five-year Citywide Information Technology Master Plan with ClientFirst Technology Consulting.

Section 2. The City of Seal Beach authorizes the Interim City Manager to execute all necessary documents for the agreement on behalf of the City.

PASSED, APPROVED and ADOPTED by the Seal Beach City Council at a regular meeting held on the 14th day of April 2025 by the following vote:

AYES: Council Members
NOES: Council Members
ABSENT: Council Members
ABSTAIN: Council Members

Lisa Landau, Mayor
ATTEST:

Gloria D. Harper, City Clerk
STATE OF CALIFORNIA }
COUNTY OF ORANGE } SS
CITY OF SEAL BEACH }
I, Gloria D. Harper, City Clerk of the City of Seal Beach, do hereby certify that the foregoing resolution is the original copy of Resolution 7630 on file in the office of the City Clerk, passed, approved, and adopted by the City Council at a regular meeting held on the 14th day of April 2025.

Gloria D. Harper, City Clerk
City of Seal Beach Professional Services Agreement

PROFESSIONAL SERVICES AGREEMENT
for
Citywide IT Master Plan Services
between
City of Seal Beach
211 - 8th Street
Seal Beach, CA 90740
&
ClientFirst Consulting Group, LLC
1250 Corona Pointe Ct., Suite 201
Corona, CA 92879
(951) 739-7989
This Professional Service Agreement (“the Agreement”) is made as of April 14, 2025 to be effective as of April 15, 2025 (the “Effective Date”), by and between Client First Consulting Group, LLC, dba, ClientFirst Technology Consulting (“Consultant”), a California Limited Liability Company, and the City of Seal Beach (“City”), a California charter city, (collectively, “the Parties”).

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 2 of 21
City of Seal Beach Professional Services Agreement

RECITALS
A. City desires certain professional planning services related to an IT Master Plan.

B. Pursuant to the authority provided by its City Charter and Seal Beach Municipal Code § 3.20.025(C), the City issued Request for Proposals on December 19, 2024, titled “Request for Proposals Information Technology Master Plan” for the Citywide Information Technology Master Plan.

Consultant submitted a proposal dated January 29, 2025 to perform the professional services in response to the RFP.

C. Consultant represents that the principal members of its firm are licensed and professional information technology consultants and are fully qualified to perform the professional services contemplated by this Agreement by virtue of its experience, and the training, education and expertise of its principals and employees.

D. City desires to retain Consultant as an independent contractor and Consultant desires to serve City to perform those professional services in accordance with the terms and conditions of this Agreement.

NOW THEREFORE, in consideration of the Parties' performance of the promises, covenants, and conditions stated herein, the Parties hereto agree as follows.

AGREEMENT

1.0 Consultant’s Services

1.1. Scope of Services. In compliance with all terms, conditions and provisions of this Agreement, Consultant shall provide those professional services (collectively “Services”) set forth in the Request for Proposals or other solicitation document (“RFP”), and the “Scope of Services” attached hereto as Exhibit A and incorporated herein by this reference, all to City’s reasonable satisfaction. “The Services relate to the following City Project: IT Master Plan.”

1.2. Agreement Documents; Order of Precedence.

1.2.1. The Agreement Documents include this Agreement itself, and all of the following: (i) the Exhibits attached to or referenced in this Agreement; (ii) the Request for Proposal (“RFP”), including all attachments and exhibits thereto; and (iii) Consultant’s accepted proposal (“Proposal”). Unless otherwise indicated therein, the “Scope of Services”, Exhibit A, includes the Proposal, which is incorporated herein by this reference, together with any additional City standards or specifications or requirements set forth therein.

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 3 of 21
City of Seal Beach Professional Services Agreement

1.2.2. In the event of any inconsistency or conflict between this Agreement and any Exhibit or incorporated documents, the order of precedence shall be as follows: (i) this Agreement; and then (ii) Exhibit A; and then (iii) Exhibit B (Terms for Compliance with California Labor Law Requirements); and then (iv) Exhibit C (if any); and then (v) Exhibit D (if any); and then (vi) the RFP; and then (vii) the Proposal, shall govern. In the event there is any conflict between the Agreement, on the one hand, and any of the Exhibits, the Proposal on the other hand, the Agreement shall govern.

1.3. Standard of Care. As a material inducement to City to enter into this Agreement, Consultant hereby represents that it has the experience necessary to undertake the Services to be provided. In light of such status and experience, Consultant hereby covenants that it shall follow the customary professional standards in performing all Services. The City relies upon the skill of Consultant, and Consultant’s staff, if any, to do and perform the Services in a skillful, competent, and professional manner, and Consultant and Consultant’s staff, shall perform the Services in such manner. Consultant shall, at all times, meet or exceed any and all applicable professional standards of care generally exercised by like professionals under similar circumstances and in a manner reasonably satisfactory to City. The acceptance of Consultant’s work by the City shall not operate as a release of Consultant from such standard of care and workmanship.

1.4. Familiarity with Services. By executing this Agreement, Consultant represents that, to the extent required by the standard of practice, Consultant (i) has investigated and considered the scope and level of services to be performed, (ii) has carefully considered how the Services should be performed, and (iii) understands the facilities, difficulties and restrictions attending performance of the Services under this Agreement. Consultant represents that Consultant, to the extent required by the standard of practice, has investigated any areas of work, as applicable, and is reasonably acquainted with the conditions therein. Should Consultant discover any latent or unknown conditions, which will materially affect the performance of services, Consultant shall immediately inform City of such fact and shall not proceed except at Consultant’s risk until written instructions are received from City’s Representative.

1.5. Compliance with Laws. In performing this Agreement, Consultant shall comply with all applicable provisions of federal, state, and local law...

1.6. Additional Services. Consultant will not be compensated for any work performed not specified in the Scope of Services unless the City authorizes such work in advance and in writing. The City Manager may authorize extra work to fund unforeseen conditions up to the amount approved at the time of award by the City Council. Payment for additional work in excess of this amount requires prior City Council authorization.

2.0 Term
Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 4 of 21
City of Seal Beach Professional Services Agreement

2.1. Original Term. The term of this Agreement shall commence on April 15, 2025, and shall remain in full force and effect until June 30, 2026, unless sooner terminated as provided in Section 5.0 of this Agreement.

3.0 Consultant’s Compensation

3.1. City will pay Consultant in accordance with the hourly rates shown on the fee schedule set forth in Exhibit A for the Services but in no event will the City pay more than the total not-to-exceed amount of $74,826.00 (seventy-four thousand, eight hundred and twenty-six dollars) for the original Term.

4.0 Method of Payment

4.1. Consultant shall submit to City monthly invoices for all Services rendered pursuant to this Agreement. Such invoices shall be submitted within 15 days of the end of the month during which the Services were rendered and shall describe in detail the Services rendered during the period, the days worked, number of hours worked, the hourly rates charged, and the Services performed for each day in the period. City will pay Consultant within 30 days of receiving Consultant’s invoice. City will not withhold any applicable federal or state payroll and other required taxes, or other authorized deductions from payments made to Consultant.

4.2. Upon 24-hour notice from City, Consultant shall allow City or City’s agents or representatives to inspect at Consultant’s offices during reasonable business hours all records, invoices, time cards, cost control sheets and other records maintained by Consultant in connection with this Agreement. City’s rights under this Section 4.2 shall survive for three (3) years following the termination of this Agreement.

5.0 Termination

5.1. Termination by City.

5.1.1. This Agreement may be terminated by City, without cause, upon giving Consultant written notice thereof not less than 30 days prior to the date of termination.

5.1.2. This Agreement may be terminated by City upon 10 days’ notice to Consultant if Consultant fails to provide satisfactory evidence of renewal or replacement of comprehensive general liability insurance as required by this Agreement at least 20 days before the expiration date of the previous policy.

5.2. Termination by Consultant. This Agreement may be terminated by Consultant based on reasonable cause, by serving written notice of termination Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 5 of 21
City of Seal Beach Professional Services Agreement
to City, provided that Consultant has first City with a written notice of default and demand to cure, and City has failed to cure such default within 30 days of receipt of such notice.

5.3. Obligations Upon Termination. Unless otherwise specified in the notice of termination, Consultant shall cease all work under this Agreement immediately upon receipt of notice of termination from City under Subsection 5.1, or immediately upon City’s acknowledgment of receipt of Consultant’s notice of termination to City under Subsection 5.1. Upon termination, City shall be immediately given title to and possession of all Work Product (as defined in Subsection 11.1 of this Agreement) and all other documents, writings, and/or deliverables produced or developed pursuant to this Agreement. Provided that Consultant is not then in breach, City shall pay Consultant for any portion of the Services completed prior to termination, based on the reasonable value of the Services rendered. If said termination occurs prior to completion of any specific task for which a payment request has not been received, the charge for Services performed shall be the reasonable value of such Services, based on an amount agreed to by City and Consultant. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. In no event shall Consultant be entitled to payment for unperformed services or services within the Scope of Services performed prior to the effective date of this Agreement; and Consultant shall not be entitled to receive more than the amount that would be paid to Consultant for the full performance of the Services up to date of termination. Consultant shall have no other claim against City by reason of such termination, including any claim for compensation or damages.

6.0 Party Representatives

6.1. The City Manager is the City’s representative for purposes of this Agreement.

6.2. David Krout is the Consultant's primary representative for purposes of this Agreement. David Krout shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the Services hereunder. Consultant may not change its representative without the prior written approval of City, which approval shall not be unreasonably withheld.

7.0 Notices

7.1. All notices permitted or required under this Agreement shall be deemed made when personally delivered or when mailed 48 hours after deposit in the United States Mail, first class postage prepaid and addressed to the party at the following addresses:

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 6 of 21
City of Seal Beach Professional Services Agreement
To City: City of Seal Beach
211-8th Street
Seal Beach, California 90740
Attn: City Manager
To Consultant: ClientFirst Technology Consulting
1250 Corona Pointe Ct.

Corona, CA 92879
Attn: David Krout

7.2. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

8.0 Permits and Licenses
Consultant and all of Consultant’s employees and other personnel shall obtain and maintain during the Agreement term all necessary licenses, permits and certificates required by law for the provision of the Services under this Agreement, including a business license as required by the Seal Beach Municipal Code.

9.0 Independent Contractor

9.1. Consultant is an independent contractor and not an employee of the City. All work or other Services provided pursuant to this Agreement shall be performed by Consultant or by Consultant’s employees or other personnel under Consultant’s supervision. Consultant will determine the means, methods, and details by which Consultant’s employees and other personnel will perform the Services. Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing the Services and compliance with the customary professional standards.

9.2. All of Consultant’s employees and other personnel performing any of the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant and Consultant’s personnel shall not supervise any of City’s employees; and City’s employees shall not supervise Consultant’s personnel. Consultant’s personnel shall not wear or display any City uniform, badge, identification number, or other information identifying such individual as an employee of City; and Consultant’s personnel shall not use any City e-mail address or City telephone number in the performance of any of the Services under this Agreement. Consultant shall acquire and maintain at its sole cost and expense such vehicles, equipment and supplies as Consultant’s personnel require to perform any of the Services required by this Agreement. Consultant shall perform all Services off of City premises at locations of Consultant’s choice, except (i) as otherwise required for the performance of Services on City real property, vehicles or equipment; (ii) as otherwise may from time to time be Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 7 of 21
City of Seal Beach Professional Services Agreement
necessary in order for Consultant’s personnel to receive projects from City, review plans on file at City, pick up or deliver any work product related to Consultant’s performance of any Services under this Agreement, or (iii) as may be necessary to inspect or visit City locations and/or private property to perform such Services. City may make a computer available to Consultant from time to time for Consultant’s personnel to obtain information about or to check on the status of projects pertaining to the Services under this Agreement.

9.3. Consultant shall be responsible for and pay all wages, salaries, benefits and other amounts due to Consultant’s personnel in connection with their performance of any Services under this Agreement and as required by law.

Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, other retirement or pension benefits, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. Notwithstanding any other agency, State, or federal policy, rule, regulation, statute or ordinance to the contrary, Consultant and any of its officers, employees, agents, and subcontractors providing any of the Services under this Agreement shall not become entitled to, and hereby waive any claims to, any wages, salaries, compensation, benefit or any incident of employment by City, including but not limited to, eligibility to enroll in, or reinstate to membership in, the California Public Employees Retirement System (“PERS”) as an employee of City, and entitlement to any contribution to be paid by City for employer contributions or employee contributions for PERS benefits.

9.4. Consultant shall defend, indemnify and hold harmless City, its elected and appointed officials, officers, employees, servants, volunteers, and those City agents serving as independent contractors in the role of City officials, from any and all liability, damages, claims, costs and expenses of any nature to the extent arising from, caused by, or relating to Consultant’s personnel practices. or to the extent arising from, caused by or relating to the violation of any of the provisions of this Section 9.0. In addition to all other remedies available under law, 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 Section. This duty of indemnification is in addition to Consultant’s duty to defend, indemnify and hold harmless as set forth in any other provision of this Agreement. Consultant’s covenants and obligations under this Section shall survive the expiration or termination of this Agreement.

10.0 PERS Compliance and Indemnification

10.1. General Requirements. The Parties acknowledge that City is a local agency member of PERS, and as such has certain pension reporting and contribution obligations to PERS on behalf of qualifying employees. Consultant Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 8 of 21
City of Seal Beach Professional Services Agreement
agrees that, in providing its employees and any other personnel to City to perform any work or other Services under this Agreement, Consultant shall assure compliance with the Public Employees’ Retirement Law (“PERL”), commencing at Government Code § 20000, as amended by the Public Employees’ Pension Reform Act of 2013 (“PEPRA”),. and the regulations of PERS, as amended from time to time. Without limitation to the foregoing, Consultant shall assure compliance with regard to personnel who have active or inactive membership in PERS and to those who are retired annuitants and in performing this Agreement shall not assign or utilize any of its personnel in a manner that will cause City to be in violation of the PERL, PEPRA or any other applicable retirement laws and regulations.

10.2. Indemnification. To the maximum extent permitted by law, Consultant shall defend, indemnify and hold harmless City, its City, its elected and appointed officials, officers, employees, servants, volunteers, and those City agents serving as independent contractors in the role of City officials, from any and all liability, damages, claims, costs and expenses of any nature to the extent arising from, caused by, or relating to Consultant’s violation of any provisions of this Section 10.0. This duty of indemnification is in addition to Consultant’s duty to defend, indemnify and hold harmless as set forth in any other provision of this Agreement. Consultant’s covenants and obligations under this Section shall survive the expiration or termination of this Agreement.

11.0 Ownership of Work Product

11.1. Unless otherwise agreed upon in writing, all field notes and other notes, draft and final reports, drawings, specifications, data, surveys, studies, plans, maps, models, specifications, photographs, images, images, ideas, concepts, designs including but not limited to website designs, source code, object code, computer files, electronic data and/or files, other media of any kind whatsoever, and any other documents and written material of any kind, created, developed or used by Consultant in the performance of this Agreement (collectively “Work Product”) shall be considered “works made for hire,” for the benefit of City. Upon completion of, or in the event of termination or expiration of this Agreement, all Work Product and any and all intellectual property rights arising from their creation, including, but not limited to, all copyrights and other proprietary rights, shall be and remain the property of City without restriction or limitation upon their use, duplication or dissemination by City upon final payment being made in accordance with Subsection 5.3, and may be used, reused or otherwise disposed of by City for any purpose without Consultant’s consent; provided that any use, reuse or modification of the Work Product by City for any purpose other than the purpose for which the Work Product was prepared or provided under this Agreement shall be at City’s own risk. Consultant shall not obtain or attempt to obtain copyright protection as to any of the Work Product.

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 9 of 21
City of Seal Beach Professional Services Agreement

11.2. Consultant hereby assigns to City all ownership and any and all intellectual property rights to the Work Product that are not otherwise vested in City pursuant to Subsection 11,1.

11.3. Consultant warrants and represents that it has secured all necessary licenses, consents or approvals to use any instrumentality, thing or component as to which any intellectual property right exists, including computer software, used in the rendering of the Services and the production of all Work Product produced under this Agreement, and that City has full legal title to and the right to reproduce the Work Product for any purpose. Consultant shall defend, indemnify and hold City, its elected and appointed officials, officers, employees, servants, attorneys, volunteers, and those City agents serving as independent contractors in the role of City officials, harmless from any loss, claim or liability in any way related to a claim that City’s use of any of the Work Product violates federal, state or local laws, or any contractual provisions, or any laws relating to trade names, licenses, franchises, copyrights, patents or other means of protecting intellectual property rights and/or interests in products or inventions.

Consultant shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked documents, materials, equipment, devices or processes in connection with its provision of the Services and Work Product produced under this Agreement. In the event the use of any of the Work Product or other deliverables hereunder by City is held to constitute an infringement and the use of any of the same is enjoined, Consultant, at its expense, shall: (i) secure for City the right to continue using the Work Product and other deliverables by suspension of any injunction, or by procuring a license or licenses for City; or (ii) modify the Work Product and other deliverables so that they become non-infringing while remaining in compliance with the requirements of this Agreement. Consultant’s covenants and obligations shall survive the expiration and/or termination of this Agreement.

11.4. Upon expiration or termination of the Agreement, Consultant shall deliver to City all Work Product and other deliverables related to any Services performed pursuant to this Agreement without additional cost or expense to City.

If Consultant prepares a document on a computer, Consultant shall provide City with said document both in a printed format and in an electronic format that is acceptable to City.

12.0 Confidentiality

12.1. Consultant may have access to financial, accounting, statistical, and personnel data of individuals and City employees, trade secrets, and/or other information that may be protected under other applicable laws relating to privacy, confidentiality and/or privilege. Consultant covenants that all Work Product (as defined in Subsection 11.1) and/or any other data, documents, writings, discussion or other information created, developed, received or provided by Consultant in the performance of this Agreement are deemed confidential unless Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 10 of 21
City of Seal Beach Professional Services Agreement
such information is in the public domain or already known to Consultant.

Consultant shall not release or disclose any such Work Product, data, documents, writings, discussion or other information to persons or entities other than City without prior written authorization by City. City shall grant such authorization if applicable law requires disclosure. Consultant, its officers, employees, agents, and/or subcontractors shall not without written authorization from the City Manager or unless requested in writing by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the Services performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered “voluntary,” provided Consultant gives City timely notice of such court order or subpoena.

12.2. Consultant shall promptly notify City should Consultant, its officers, employees, agents and/or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the City. City may, but has no obligation to, represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, City’s right to review any such response does not imply or mean the right by City to control, direct or rewrite the response.

12.3. Consultant’s covenants and obligations under this Section shall survive the termination or expiration of this Agreement.

13.0 Subcontractors
No portion of this Agreement shall be subcontracted without the prior written approval of the City. Consultant is fully responsible to City for the performance of any and all subcontractors. Authorized subcontracts, if any, shall contain a provision making the subcontractor subject to all requirements of this Agreement,

14.0 Prohibition Against Assignment, Transfer or Delegation Consultant shall not assign or transfer this Agreement or any of its rights, obligations or interest in this Agreement, or delegate any of its duties under this Agreement, either in whole or in part, without City’s prior written consent, which may be withheld for any reason. Any purported assignment, transfer or delegation without City’s consent shall be void and without effect, and shall entitle City to terminate this Agreement.

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 11 of 21
City of Seal Beach Professional Services Agreement

15.0 Inspection and Audit of Records
Consultant shall maintain complete and accurate records with respect to all Services and other matters covered under this Agreement, including but expressly not limited to, all Services performed, salaries, wages, payroll, invoices, time cards, cost control sheets, costs, expenses, receipts and other records and Work Product with respect to this Agreement. Consultant shall maintain adequate records on the Services provided in sufficient detail to permit an evaluation of all Services in connection therewith. All such records shall be clearly identified and readily accessible. At all times during regular business hours, Consultant shall provide City with free access to such records, and the right to examine and audit the same and to make copies and transcripts as City deems necessary, and shall allow inspection of all program data, information, documents, proceedings and activities and all other matters related to the performance of the Services under this Agreement. Consultant shall retain all financial and program service records and all other records related to the Services and performance of this Agreement for at least three (3) years after expiration, termination or final payment under this Agreement, whichever occurs later. City’s rights under this Section 15.0 shall survive for three (3) years after expiration, termination or final payment under this Agreement, whichever occurs later.

16.0 Safety Requirements
All work performed under this Agreement shall be performed in such a manner as to provide safety to the public and to meet or exceed the safety standards outlined by CAL OSHA and other applicable state and federal laws. City may issue restraint or cease and desist orders to Consultant when unsafe or harmful acts are observed or reported relative to the performance of the Services.

Consultant shall maintain the work sites free of hazards to persons and property resulting from its operations. Consultant shall immediately report to the City any hazardous condition noted by Contractor.

17.0 Insurance

17.1. General Requirements. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that Consultant has secured all insurance required under this Section. Risk Manager

17.2. Minimum Scope and Limits of Insurance. Consultant shall, at its sole cost and expense, procure, maintain and keep in full force and effect for the duration of the Agreement, insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of this Agreement, as follows:

17.2.1. Commercial General Liability Insurance: Consultant shall maintain limits no less than $2,000,000 per occurrence for bodily injury, personal Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 12 of 21
City of Seal Beach Professional Services Agreement
injury and property damage; and if Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit: Coverage shall be at least as broad as the latest version of Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). If Consultant is a limited liability company, the commercial general liability coverage shall be amended so that Consultant and its managers, affiliates, employees, agents and other persons necessary or incidental to its operation are insureds;

17.2.2. Automobile Liability Insurance: Consultant shall maintain limits no less than $1,000,000 per accident for bodily injury and property damage. Coverage shall be at least as broad as Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto)..

17.2.3. Workers’ Compensation Insurance in the amount required by law; and Employer’s Liability: with minimum limits of $1,000,000 per accident and in the aggregate for bodily injury or disease;

17.2.4. Professional Liability (or Errors and Omissions) Liability Insurance: Consultant shall maintain professional liability (or errors and omissions liability) insurance that covers the Services to be performed in connection with this Agreement, with minimum limits of $1,000,000 per claim/aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement. If a “claims made” policy is provided, then the policy shall be endorsed to provide an extended reporting period of not less than three years.

17.3. Acceptability of Insurers. The Insurance policies required under this Section shall be placed with insurers with a current A.M. Best's rating no less than A:VIII, licensed to do business in California, and satisfactory to the City.

17.4. Additional Insured.

17.4.1. For general liability insurance, City, its elected and appointed officials, officers, employees, agents, volunteers and those City agents serving as independent contractors in the role of City officials shall be covered as additional insureds with respect to the services or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work.

17.4.2. For automobile liability insurance, City, its elected and appointed officials, officers, employees, agents, volunteers and those City agents serving as independent contractors in the role of City officials, shall be covered as additional insureds with respect to the ownership, operation, Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 13 of 21
City of Seal Beach Professional Services Agreement
maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible.

17.4.3. These additional insured provisions shall also apply to any excess/umbrella liability policies.

17.5. Cancellations or Modifications to Coverage. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by City to state: (i) coverage shall not be suspended, voided, reduced or canceled except after 30 days (or ten days for nonpayment) prior written notice by certified mail, return receipt requested, has been given to City; (ii) any failure to comply with reporting or other provisions of the policies, including breaches of warranties, shall not affect coverage provided to City, its elected and appointed officials, officers, employees, agents, volunteers, and those City agents serving as independent contractors in the role of City officials;

17.6. Primary and Non-Contributing. Coverage shall be primary insurance as respects the City, its elected and appointed officials, officers, employees, agents, volunteers and those City agents serving as independent contractors in the role of City officials, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage and that any insurance or self-insurance maintained by the City, its elected and appointed officials, officers, employees, agents. volunteers and those City agents serving as independent contractors in the role of City officials, shall be excess of the Consultant's insurance and shall not be called upon to contribute with it;

17.7. Separation of Insureds. Each insurance policy shall contain standard separation of insureds provisions and shall not contain any special limitations on the scope of protection afforded to City, its elected and appointed officials, officers, employees, agents, volunteers and those City agents serving as independent contractors in the role of City officials.

17.8. Deductibles and Self-Insured Retentions. Any deductibles or selfinsured retentions shall be declared to and approved by City. Consultant guarantees that, at the option of City, either: (i) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City, its elected and appointed officials, officers, employees, agents, volunteers and those City agents serving as independent contractors in the role of City officials; or (ii) Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses.

17.9. Waiver of Subrogation. Each insurance policy required by this Agreement shall expressly waive the insurer’s right of subrogation against City and its elected and appointed officials, officers, employees, agents, volunteers Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 14 of 21
City of Seal Beach Professional Services Agreement
and those City agents serving as independent contractors in the role of City officials. Consultant hereby waives its own right of recovery and all rights of subrogation against City; and shall require similar express written waivers from any subcontractor.

17.10. Enforcement of Agreement Provisions (Non-Estoppel). Consultant acknowledges and agrees that any actual or alleged failure on City’s part to inform Consultant of non-compliance with any insurance requirement does not impose additional obligations on City, nor does it waive any rights hereunder.

17.11. City Remedy for Noncompliance. If Consultant does not maintain the policies of insurance required under this Section in full force and effect during the term of this Agreement, or in the event any of Consultant’s policies do not comply with the requirements under this Section, City may either immediately terminate this Agreement or, if insurance is available at a reasonable cost, City may, but has no duty to, take out the necessary insurance and pay, at Consultant’s expense, the premium thereon. Consultant shall promptly reimburse City for any premium paid by City or City may withhold amounts sufficient to pay the premiums from payments due to Consultant.

17.12. Evidence of Insurance. Prior to the performance of Services under this Agreement, Consultant shall furnish City with original certificates of insurance and all original endorsements evidencing and effecting the coverages required under this Section on forms satisfactory to and approved by City. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by City if requested. Consultant may provide complete, certified copies of all required insurance policies to City. Consultant shall maintain current endorsements on file with City’s Risk Manager. All certificates and endorsements shall be received and approved by the City before work commences. City also reserves the right to require complete, certified copies of all required insurance policies, at any time. Consultant shall also provide proof to City that insurance policies expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Consultant shall furnish such proof at least two weeks prior to the expiration of the coverages.

17.13. Indemnity Requirements Not Limiting. Procurement of insurance by Consultant shall not be construed as a limitation of Consultant’s liability or as full performance of Consultant’s duties under any provision of this Agreement.

17.14. Broader Coverage/Higher Limits. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of Consultant under this Agreement. Contractor shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services. If Consultant maintains broader coverage and/or Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 15 of 21
City of Seal Beach Professional Services Agreement
higher limits than the minimums required above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant.

17.15. Subcontractor Insurance Requirements/Pass-Through Clause.

Consultant shall require each of its subconsultants and/or subcontractors that perform Services under this Agreement to maintain insurance coverage that meets all of the requirements of this Section. Consultant agrees to monitor and review all such coverages and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this Section.

Consultant agrees to submit all agreements with consultants, subcontractors, and others engaged in the Services upon City’s request.

17.16. Timely Notice of Claims. Contractor shall give City prompt and timely notice of demands or claims made or suits instituted that arise out of or result from Contractor’s performance under this Agreement, and that involve or may involve coverage under any of the required insurance policies.

18.0 Indemnification, Hold Harmless, and Duty to Defend

18.1. Indemnities.

18.1.1. To the fullest extent permitted by law, Consultant shall, at its sole cost and expense, protect, defend, hold harmless and indemnify City and its elected and appointed officials, officers, attorneys, agents, employees, volunteers, successors, assigns and those City agents serving as independent contractors in the role of City officials (collectively “Indemnitees” in this Section

18.0), from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, judgments, penalties, bid protests, stop notices, liens and losses of any nature whatsoever, including but not limited to fees of accountants, attorneys and other professionals, and all costs associated therewith, and the payment of all consequential damages (collectively “Claims”), in law or equity, whether actual, alleged or threatened, to property or persons, including but not limited to, bodily injury, death, personal injury and property damage, in any manner arising out of, claimed to arise out of, pertaining to, or relating to the breach of this Agreement and/or errors, omissions, negligence or willful misconduct of Consultant, its officers, agents, servants, employees, contractors, subcontractors, subconsultants, materialmen, or suppliers, or their officers, agents, servants or employees (or any entity or individual for whom Consultant shall bear legal liability) in the performance of the Services and/or this Agreement, except to the extent the Claims arise from the sole negligence or willful misconduct of the Indemnitees as determined by final arbitration or court decision or by the agreement of the Parties. Consultant shall defend the Indemnitees in any action or actions filed in connection with any Claims with counsel of the Indemnitees’ choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs actually incurred in connection Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 16 of 21
City of Seal Beach Professional Services Agreement
with such defense. Consultant shall reimburse the Indemnitees for any and all legal expenses and costs incurred by the Indemnitees in connection therewith.

18.1.2. Consultant shall defend, indemnify and hold harmless City in accordance with Sections 9.0 and 10.0.

18.2. Subcontractor Indemnification. Consultant shall obtain executed indemnity agreements with provisions identical to those in this Section 18.0 from each and every subcontractor, subconsultant, or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. If Consultant fails to obtain such indemnities, Consultant shall be fully responsible and indemnify, hold harmless and defend the Indemnitees from and against any and all Claims in law or equity, whether actual, alleged or threatened, arising out of, are claimed to arise out of, pertaining to, or relating to, the breach of this Agreement, any acts, errors, omissions, negligence or willful misconduct of Consultant’s subcontractor, its officers, agents, servants, employees, materialmen, contractors, subcontractors and/or subconsultants, or their officers, agents, servants or employees (or any entity or individual for whom Consultant’s subcontractor shall bear legal liability) in the performance of the Services or this Agreement, except to the extent the Claims arise from the sole negligence or willful misconduct of the Indemnitees as determined by final arbitration or court decision or by the agreement of the Parties.

18.3. Workers’ Compensation Acts Not Limiting. Consultant’s indemnification obligations under this Section, or any other provision of this Agreement, shall not be limited by the provisions of any workers’ compensation act or similar act. Consultant expressly waives its statutory immunity under such statutes or laws as to City, its elected and appointed officials, officers, agents, employees, volunteers and those City agents serving as independent contractors in the role of City officials.

18.4. Insurance Requirements Not Limiting. City does not, and shall not, waive any rights that it may possess against Consultant because of the acceptance by City, or the deposit with City, of any insurance policy or certificate required pursuant to this Agreement. The indemnities and obligations in this Agreement shall apply regardless of whether or not any insurance policies are determined to be applicable to the Claims or Liabilities asserted against City or any of the other Indemnitees.

18.5. Survival of Terms. Consultant’s covenants and obligations under this Section 18.0 shall survive the expiration or termination of this Agreement.

19.0 Non-Discrimination and Equal Employment Opportunity Consultant affirmatively represents that it is an equal opportunity employer. In the performance of this Agreement, Consultant covenants that it shall not Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 17 of 21
City of Seal Beach Professional Services Agreement
discriminate, harass or retaliate against any of its employee, applicants for employment, contractors, subcontractors or subconsultants because of race, religion, color, national origin, handicap, ancestry, sex, gender, sexual orientation, gender identity, gender expression, marital status, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information, military or veteran status, or any other basis prohibited by law.

Consultant further covenants that in the performance of this Agreement, Consultant shall not discriminate, harass or retaliate against any of City’s elected or appointed officials, officers, employees, consultants, contractors, subcontractors, or subconsultants on any such basis prohibited by law.

20.0 Labor Certification
By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code that 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 agrees to comply with such provisions before commencing the performance of the Services.

21.0 Prevailing Wage and Payroll Records
To the extent that this Agreement calls for services that, in whole or in part, constitute “public works” as defined in the California Labor Code, Consultant shall comply in all respects with all applicable provisions of the California Labor Code, including those set forth in Exhibit B, attached hereto and incorporated by reference herein.

22.0 Entire Agreement
This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. This Agreement may only be modified by a writing signed by both Parties.

23.0 Severability
The invalidity in whole or in part of any provisions of this Agreement shall not void or affect the validity of the other provisions of this Agreement.

24.0 Governing Law and Venue
This Agreement shall be governed by and construed in accordance with the laws of the State of California, except that any rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be applied in interpreting this Agreement. Orange County, California, shall be the venue for any action or proceeding that may be brought by reason of, that arises out of, Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 18 of 21
City of Seal Beach Professional Services Agreement
and/or relates to any dispute under this Agreement (whether contract, tort or both).

25.0 No Third Party Beneficiaries
This Agreement is made solely for the benefit of the Parties to this Agreement and their respective successors and assigns, and no other person or entity shall be deemed to have any rights hereunder against either party by virtue of this Agreement.

26.0 Waiver
No delay or omission to exercise any right, power or remedy accruing to City under this Agreement shall impair any right, power or remedy of City, nor shall it be construed as a waiver of, or consent to, any breach or default. No waiver of any breach, any failure of a condition, or any right or remedy under this Agreement shall be (i) effective unless it is in writing and signed by the Party making the waiver, (ii) deemed to be a waiver of, or consent to, any other breach, failure of a condition, or right or remedy, or (iii) deemed to constitute a continuing waiver unless the writing expressly so states.

27.0 Prohibited Interests; Conflict of Interest

27.1. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the Services, or which would conflict in any manner with the performance of the Services.

Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any interest, which would conflict in any manner with the performance of the Services. Consultant shall not accept any employment or representation during the term of this Agreement which is or may likely make Consultant "financially interested" (as provided in California Government Code §§ 1090 and 87100) in any decision made by City on any matter in connection with which Consultant has been retained.

27.2. Consultant further warrants and maintains that it has not employed or retained any person or entity, other than a bona fide employee working exclusively for Consultant, to solicit or obtain this Agreement. Nor has Consultant paid or agreed to pay any person or entity, other than a bona fide employee working exclusively for Consultant, any fee, commission, gift, percentage, or any other consideration contingent upon the execution of this Agreement. Upon any breach or violation of this warranty, City shall have the right, at its sole and absolute discretion, to terminate this Agreement without further liability, or to deduct from any sums payable to Consultant hereunder the full amount or value of any such fee, commission, percentage or gift.

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 19 of 21
City of Seal Beach Professional Services Agreement

27.3. Consultant warrants and maintains that it has no knowledge that any officer or employee of City has any interest, whether contractual, noncontractual, financial, proprietary, or otherwise, in this transaction or in the business of Consultant, and that if any such interest comes to the knowledge of Consultant at any time during the term of this Agreement, Consultant shall immediately make a complete, written disclosure of such interest to City, even if such interest would not be deemed a prohibited "conflict of interest" under applicable laws as described in this Section.

28.0 Final Payment Acceptance Constitutes Release
The acceptance by Consultant of the final payment made under this Agreement shall operate as and be a release of City from all claims and liabilities for compensation to Consultant for anything done, furnished or relating to Consultant’s work or services. Acceptance of payment shall be any negotiation of City’s check or the failure to make a written extra compensation claim within ten calendar days of the receipt of that check. However, approval or payment by City shall not constitute, nor be deemed, a release of the responsibility and liability of Consultant, its employees, subcontractors and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by City for any defect or error in the work prepared by Consultant, its employees, subcontractors and agents.

29.0 Corrections
In addition to the indemnification obligations set forth above, Consultant shall correct, at its expense, all errors in the work which may be disclosed during City’s review of Consultant’s report or plans. Should Consultant fail to make such correction in a reasonably timely manner, such correction may be made by City, and the cost thereof shall be charged to Consultant. In addition to all other available remedies, City may deduct the cost of such correction from any retention amount held by City or may withhold payment otherwise owed Consultant under this Agreement up to the amount of the cost of correction.

30.0 Non-Appropriation of Funds
Payments to be made to Consultant by City for any Services performed within the current fiscal year are within the current fiscal budget and within an available, unexhausted fund. In the event that City does not appropriate sufficient funds for payment of Consultant’s Services beyond the current fiscal year, this Agreement shall cover payment for Consultant’s Services only to the conclusion of the last fiscal year in which City appropriates sufficient funds and shall automatically terminate at the conclusion of such fiscal year.

31.0 Mutual Cooperation
Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 20 of 21
City of Seal Beach Professional Services Agreement

31.1. City’s Cooperation. City shall provide Consultant with all pertinent Data, documents and other requested information as is reasonably available for Consultant’s proper performance of the Services required under this Agreement.

31.2. Consultant’s Cooperation. Consultant agrees to work closely and cooperate fully with City’s representative and any other agencies that may have jurisdiction or interest in the work to be performed. In the event any claim or action is brought against City relating to Consultant’s performance of Services rendered under this Agreement, Consultant shall render any reasonable assistance that City requires.

32.0 Time of the Essence
Time is of the essence in respect to all provisions of this Agreement that specify a time for performance; provided, however, that the foregoing shall not be construed to limit or deprive a Party of the benefits of any grace or use period allowed in this Agreement.

33.0 Attorneys' Fees
If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party all of its attorneys’ fees and other costs incurred in connection therewith.

34.0 Titles and Headings
The titles and headings used in this Agreement are for convenience only and shall in no way define, limit or describe the scope or intent of this Agreement or any part of it.

35.0 Exhibits
All exhibits referenced in this Agreement are hereby incorporated into the Agreement as if set forth in full herein. In the event of any material discrepancy between the terms of any exhibit so incorporated and the terms of this Agreement, the terms of this Agreement shall control.

36.0 Corporate Authority
The person executing this Agreement on behalf of Consultant warrants that he or she is duly authorized to execute this Agreement on behalf of said party and that by his or her execution, the Consultant is formally bound to the provisions of this Agreement.

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB 21 of 21
City of Seal Beach Professional Services Agreement
IN WITNESS WHEREOF, the Parties hereto, through their respective authorized representatives have executed this Agreement as of the date and year first above written.

CITY OF SEAL BEACH
By: _________________________
Patrick Gallegos,
Interim City Manager
Attest:

By: _________________________
Gloria D. Harper, City Clerk
Approved as to Form:

By: _________________________
Nicholas Ghirelli, City Attorney
CONSULTANT: ClientFirst Technology
Consulting, a California Limited Liability
Company
By: __________________________
Name:David Krout
Its: Managing Partner
By: __________________________
Name:Tom Jakobsen
Its: Senior Partner
(Please note, two signatures required
for corporations pursuant to California
Corporations Code Section 313 from
each of the following categories: (i) the
chairperson of the board, the president
or any vice president, and (ii) the
secretary, any assistant secretary, the
chief financial officer or any assistant
treasurer of such corporation.)

PROOF OF AUTHORITY TO BIND

CONTRACTING PARTY REQUIRED
Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB City of Seal Beach Professional Services Agreement

EXHIBIT A

PROPOSAL
(City Request for Proposal and Consultant’s Proposal)
Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB City of Seal Beach Professional Services Agreement

EXHIBIT B

TERMS FOR COMPLIANCE WITH CALIFORNIA LABOR LAW REQUIREMENTS

1. This Agreement calls for services that, in whole or in part, constitute “public works” as defined in Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code (“Chapter 1”). Further, Consultant acknowledges that this Agreement is subject to (a) Chapter 1 and (b) the rules and regulations established by the Department of Industrial Relations (“DIR”) implementing such statutes. Therefore, as to those Services that are “public works”, Consultant shall comply with and be bound by all the terms, rules and regulations described in 1(a) and 1(b) as though set forth in full herein.

2. California law requires the inclusion of specific Labor Code provisions in certain contracts. The inclusion of such specific provisions below, whether or not required by California law, does not alter the meaning or scope of Section 1 above.

3. Consultant shall be registered with the Department of Industrial Relations in accordance with California Labor Code Section 1725.5, and has provided proof of registration to City prior to the Effective Date of this Agreement. Consultant shall not perform work with any subcontractor that is not registered with DIR pursuant to Section 1725.5. Consultant and subcontractors shall maintain their registration with the DIR in effect throughout the duration of this Agreement. If Consultant or any subcontractor ceases to be registered with DIR at any time during the duration of the project, Consultant shall immediately notify City.

4. Pursuant to Labor Code Section 1771.4, Consultant’s Services are subject to compliance monitoring and enforcement by DIR. Consultant shall post job site notices, as prescribed by DIR regulations.

5. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages for each craft, classification, or type of worker needed to perform the Agreement are on file at City Hall and will be made available to any interested party on request.

Consultant acknowledges receipt of a copy of the DIR determination of such prevailing rate of per diem wages, and Consultant shall post such rates at each job site covered by this Agreement.

6. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. Consultant shall, as a penalty to City, forfeit $200.00 for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Consultant or by any subcontractor.

7. Consultant shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Consultant and each subcontractor to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB City of Seal Beach Professional Services Agreement
Section 1776; certify and make such payroll records available for inspection as provided by Section 1776; and inform City of the location of the records.

8. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1777.5, 1777.6 and 1777.7 and California Code of Regulations, Title 8, Section 200 et seq. concerning the employment of apprentices on public works projects. Consultant shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations. Prior to commencing work under this Agreement, Consultant shall provide City with a copy of the information submitted to any applicable apprenticeship program. Within 60 days after concluding work pursuant to this Agreement, Consultant and each of its subcontractors shall submit to City a verified statement of the journeyman and apprentice hours performed under this Agreement.

9. Consultant shall not perform work with any Subcontractor that has been debarred or suspended pursuant to California Labor Code Section 1777.1 or any other federal or state law providing for the debarment of contractors from public works. Consultant and subcontractors shall not be debarred or suspended throughout the duration of this Contract pursuant to Labor Code Section 1777.1 or any other federal or state law providing for the debarment of contractors from public works. If Consultant or any subcontractor becomes debarred or suspended during the duration of the project, Consultant shall immediately notify City.

10. Consultant acknowledges that eight hours labor constitutes a legal day’s work.

Consultant shall comply with and be bound by Labor Code Section 1810. Consultant shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours. Consultant shall, as a penalty to City, forfeit $25.00 for each worker employed in the performance of this Agreement by Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight hours in any one calendar day and 40 hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code Section 1815, work performed by employees of Consultant in excess of eight hours per day, and 40 hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of eight hours per day at not less than one and one-half times the basic rate of pay.

11. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Consultant hereby certifies as follows:
“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.” Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB City of Seal Beach Professional Services Agreement

12. For every subcontractor who will perform work on the project, Consultant shall be responsible for such subcontractor’s compliance with Chapter 1 and Labor Code Sections 1860 and 3700, and Consultant shall include in the written contract between it and each subcontractor a copy of those statutory provisions and a requirement that each subcontractor shall comply with those statutory provisions. Consultant shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor’s compliance, including without limitation, conducting a periodic review of the certified payroll records of the subcontractor and upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages.

Consultant shall diligently take corrective action to halt or rectify any failure.

13. To the maximum extent permitted by law, Consultant shall indemnify, hold harmless and defend (at Consultant’s expense with counsel reasonably acceptable to City) City, its elected and appointed officials, officers, employees, agents and independent contractors serving in the role of City officials, and volunteers from and against any demand or claim for damages, compensation, fines, penalties or other amounts arising out of or incidental to any acts or omissions listed above by any person or entity (including Consultant, its subcontractors, and each of their officials, officers, employees and agents) in connection with any work undertaken or in connection with the Agreement, including without limitation the payment of all consequential damages, attorneys’ fees, and other related costs and expenses. All duties of Consultant under this Section shall survive the termination of the Agreement.

Docusign Envelope ID: 824E39A8-5034-4E05-9C70-0B233D6487EB Optimal Technology Guidance
Response to RFP for
Information Technology
Master Plan
January 29, 2025
Client Locations
Coast-to-Coast
Practice Locations
California
Texas
Illinois
North Carolina
800.806.3080
www.clientfirstcg.com

OPTIMAL TECHNOLOGY GUIDANCE
California • Illinois • North Carolina • Texas • 800.806.3080 • Fax 888.478.0495 2 | 33
January 29, 2025
Alexa Smittle
Community Development Director / Interim Assistant City Manager City of Seal Beach
211 8th Street
Seal Beach, CA 90740
RE: Response to RFP for Information Technology Master Plan Dear Ms. Smittle:

ClientFirst appreciates the opportunity to present the City of Seal Beach with our proposal, which includes developing and articulating a vision for the effective use of technology to support the City.

At ClientFirst, we have a proven track record of educating and building consensus among staff members, departmental leadership, senior management, and elected officials. Our expertise lies in assessing the current environment, reviewing alternatives, and providing the City with specific recommendations and supporting documentation regarding strategy and tactical implementation.

Methodology and Approach – ClientFirst customizes industry best practices for Technology Assessment and Master Planning in a practical way to meet the unique needs of each agency.

We provide:
• Assessments for business department applications, technology utilization, and operational needs
• IT infrastructure, cybersecurity, operations, service delivery, and staffing assessments • Development of strategies, goals, objectives, and recommendations • Comprehensive technology initiative recommendations with budgets, timelines, and resource requirements
• Master planning workshops with operational departments, IT management, IT Planning Committee, and executive management
Truly Independent – ClientFirst is a truly independent technical services and consulting firm.

We are certified in multiple technologies, but we do not resell hardware and software, nor do we represent those who do, allowing our analysis and recommendations to be unbiased.

Local Government and Municipal Focus – Our management team's career experience includes over 3,500 projects for more than 500 local government agencies.

If you have any questions, please don't hesitate to reach out using the contact information provided below for additional information. We look forward to the opportunity to serve the City of Seal Beach as one of our many satisfied clients.

Sincerely,
David W. Krout, CPA (inactive) Tom Jakobsen
Partner Partner
Management Consulting Practice Leader IT Infrastructure and Operations Consulting Practice Leader Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
3 | 33
Table of Contents
PROPOSAL SUMMARY...................................................................4 Technology Master Plan Objective ............................................................................... 4 Approach to Technology Assessment and Master Planning......................................... 5 FIRM INFORMATION.......................................................................6 Government Technology .............................................................................................. 6 Local Presence and Practice Locations........................................................................ 6 Business Management Approach................................................................................. 6 Practical Recommendations......................................................................................... 6 True Independence ...................................................................................................... 6 Firm Resources and Commitment ................................................................................ 7 Similar Engagements ................................................................................................... 9 Diversified Experience................................................................................................ 10 Integrated Technology Solutions Groups ................................................................... 10 Areas of Expertise ...................................................................................................... 11 Consultants' Collective Experience............................................................................. 12 SCOPE OF WORK........................................................................13 Technology Planning Process Methodology............................................................... 13 Project Initiation and Information Gathering................................................................ 14 Assessment................................................................................................................ 14 Technology Initiative Determination............................................................................ 17 Planning and Prioritization Workshops ....................................................................... 18 Final Report and Presentations .................................................................................. 19 COST PROPOSAL........................................................................20 Work Plan................................................................................................................... 20 Timeline...................................................................................................................... 24 Fee Summary............................................................................................................. 24 REFERENCES..............................................................................25 APPENDICES...............................................................................26 Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
4 | 33
Proposal Summary
Technology Master Plan Objective
The objective of the Assessment and Planning process includes developing and articulating a vision for digital transformation through the effective use of technology that aligns with the strategic goals and objectives of the City. This vision supports a City's priority objectives of City Management and City Council while moving towards a more streamlined and unified approach to Information Technology. The process also ensures the availability of proper technical resources and an organizational structure capable of managing the information technology (IT) function effectively. The plan also identifies strategies for developing and implementing technology projects and initiatives that address the operational needs of individual departments and align with the City's Technology Master Plan.

Our efforts focus on planning and recommending improvements to the City's business applications to enhance their effectiveness in supporting departmental functions and the City's overarching goals, ultimately increasing the City's capacity to deliver efficient municipal services. We will develop a comprehensive, actionable five-year Technology Master Plan aligned with the City of Seal Beach's strategic goals of fiscal sustainability, public safety enhancement, and improved municipal service delivery. This includes detailed recommendations for implementing AI-driven solutions, smart city initiatives, and robust cybersecurity strategies to ensure resilience and transparency. The plan is the result of a thorough analysis of the following:
• Interviews and workshops involving all levels of City staff, including the management team, end-users, and other stakeholders
• Existing network infrastructure, cybersecurity, risk management, policies, staffing, funding, applications, business systems, projects, processes, telecommunications, training, and other investments and resources currently in use by the City
• Identification and prioritization of projects to undertake over the next five years • Identification of needs to accommodate current and future technology requirements, such as IT operations and management, legal requirements, cybersecurity requirements, service delivery, training, cloud computing, smart city technologies, and more.

Experience with Government Agencies – We have experience working with government agencies across the country. Our staff has subject-matter expertise that enables us to quickly understand operational demands and opportunities and then equate them to beneficial technology improvements and recommendations.

Frankly, IT is a hard topic to handle,
and they’re not boring or too
technical. It was invaluable to have
them on-site meeting with people,
because their communication style is
much better than others I’ve seen.
—Director of Administrative Services
CA Municipality
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
5 | 33
Approach to Technology Assessment and Master Planning
Technology Assessment and Master Planning are processes by which information technology supports an organization's goals and objectives. These processes align technology strategies and objectives with the strategic goals and objectives of the agency.

More than a Strategic Plan – The industry
standard in IT planning for the past decade has
been a high-level analysis to develop a strategic
plan. Though helpful, such a plan lacks the depth
and practical guidance necessary to successfully
(1) implement the plan, (2) meet business goals
through technology initiatives, and (3) maintain
the plan into the future.

ClientFirst takes the strategic plan to a new level
with our Technology Assessment and Master
Plan, which provides several key features:
• Collaborative Needs Assessment
• Education and Prioritization Workshops
• Step-by-Step Roadmap
• Resource Assignments
• Project Budgets
• Project Timelines
Tactical – Our emphasis is on providing the City with a technology plan that is not merely strategic but also tactical. Our goal is to create a plan that will serve as a guiding document to help implement and plan for technological advancements in municipal governance, ultimately benefiting residents, businesses, and visitors.

Business Perspective – We approach Technology Assessment and Master Planning from a business perspective and create deliverables that are understood by everyone in the organization, from the IT technicians to upper-level management and elected officials.

Collaborative and More Comprehensive – Our process is intended to create an interactive, collaborative environment conducive to the sharing of ideas while building a single vision for the future of the City's information technology function, decision-making, and ongoing support. This collaborative effort results in a detailed and comprehensive action plan that should be viewed as a fluid, "living" set of documents. We train agency staff on the adopted technology initiatives and projects, as well as how to implement the plan over the next five years.

Practical and Sustainable – Because of our focus on budget realities and fiscal sustainability, the solutions we recommend will be practical and cost-effective. Receiving a plan that is too costly to implement and sustain does not help the City in the long run.

Use of Best Practices – ClientFirst utilizes PMI, COBIT, ITIL, and EAP concepts as building blocks, drawing on our own experience and knowledge of best practices to guide our Technology Assessments and System Selections. Governance is an essential component to ensuring that technology strategies and recommendations align with business objectives in an ongoing, repeatable process.
• PMI (Project Management Institute)
• ITIL (Information Technology Infrastructure Library)
• National Institute of Standards and Technology (NIST) • Criminal Justice Information Services (CJIS)
• Payment Card Industry Data Security Standards (PCI-DSS) • COBIT (Control Objectives for Information and Related Technology) • EAP (Enterprise Architecture Planning)
Technology Master Planning
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
6 | 33
Firm Information
Government Technology
Focusing on local governments means that we understand the unique needs, processes, protocols, and political nuances involved in the industry. This understanding and experience ensures that our strategies and recommendations are practical in all respects. Our management team's career experience includes over 3,500 projects for more than 500 local government agencies.

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

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

Practical Recommendations
We believe in using technology as a tool to meet the agency's business objectives; we do not apply technology just for technology's sake. We are serious in our quest to provide clients with practical solutions that meet their requirements. Sometimes, the proper solution includes cutting-edge technology. However, a cost-effective and practical solution using proven technology is often the most beneficial.

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

Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
7 | 33
Firm Resources and Commitment
Technology planning projects are our firm's premier service offering. We are a diversified firm with a wide range of subject-matter experts committed to completing this project in a timely manner. We have outlined the steps needed to attend meetings, provide guidance to staff, prepare and share reports with City Management and the City Council, and assist with necessary reviews and disclosures related to the services.

Project Team Resources
We will assign this project to a comprehensive multi-discipline team. This team is assembled from practice leaders in our firm's Management Consulting, Enterprise Applications and Business Processing, and IT Infrastructure practices.

All members of this project team are ClientFirst employees, not third-party subcontractors.

Our team consists of specialists with deep expertise, and our partners take an active role in every project. This hands-on approach ensures consistency, continuity, and high-quality deliverables.

Experience that Enhances the Master Planning Process
One of the unique qualities of ClientFirst is our breadth of service practice areas, summarized below. As a firm, our recommendations are based on experience resulting from performing and delivering these services daily. Our continued engagement with our clients provides us with significant opportunities to stay current with industry trends and emerging technologies while preserving our independence by not reselling vendor products.

IT Staffing and Leadership Experience
• Interim IT Management—Our firm's senior talent has held CIO, CTO, and IT Director positions in local government and led national, government-solution-based software companies. We have placed these resources at various government organizations to fill IT leadership vacancies and assist in hiring and transitioning to replacement IT leadership. • Staffing Assessment and Organization—Our IT leadership experience helps our government clients update IT staffing structures and develops their IT teams to be more productive and efficient and deliver a higher level of service.

IT Infrastructure
• IT Infrastructure Resources—Our firm has government-agency-experienced network engineers and senior system administrative talent. We utilize these experts in our Technology Assessment and Planning engagements for their real-world experience in making meaningful recommendations.
• Cybersecurity and Disaster Recovery—Our firm includes experienced professionals in cybersecurity incident response, disaster recovery, and business continuity assessment and planning. We leverage their expertise to help organizations prepare for and respond to unexpected events that could disrupt operations. This includes developing comprehensive plans to detect and manage cybersecurity incidents, ensuring critical systems can be restored quickly after disruptions, and maintaining essential functions during emergencies. • Data Center, Telecommunications, and Infrastructure Cabling—A key resource in our firm is our data center, telecommunications, and structured cabling talent. They have designed, selected, and implemented state-of-the-art telephone and telecommunications systems for hundreds of local government agencies. Our team's experience includes data center design inside/outside cable-plant expertise, including fiber-optic and wireless specialization.

Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
8 | 33
• IT Support Experience—We provide IT support and act as the IT department or management for several agencies in Illinois. These teams have real-life experience managing government agencies' IT operations and can impart their knowledge when assisting with Technology Assessment and Planning recommendations and initiatives.

Local Government Application and Process Improvement Expertise • Application Knowledge—We have experienced enterprise application consultants who have assessed, reviewed and assisted in the selection of all local government application suites, including Financial and Accounting, People Management, CIS/Utility Billing, Land Management, Work Orders and Asset Management, Public Safety, Parks and Recreation, Community Services, and more. They have worked with thousands of end users in all agency departments. This experience helps us make effective departmental application and operational technology recommendations.
• Application Implementation—We have experienced Implementation Project Management staff. This is helpful to the Technology Assessment and Planning process because we know what it takes to implement these solutions according to Best Practices. • Process Improvement—A key aspect of applications and operational technology is the ability to use these tools to eliminate manual and duplicate processes, reduce shadow systems, and improve processes to achieve higher levels of productivity and service to departments and citizens. Our firm has experience with hundreds of applications used in municipal governments throughout the United States.

Experience in Multilevel Communication and Advising Clients For a plan to work, everyone in the organization needs to understand it, from leadership to staff.

We create clear materials and presentations to help share the plan with different audiences. We also have experience presenting to executives and elected officials to build support for the strategies and resources needed to make a long-term Technology Master Plan.

From the beginning, I was impressed
with how inclusive the process has
been. I’ve never been associated with
such a collaborative, cooperative, and
engaged project. Outstanding process.
—City Manager
IL Municipality
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
9 | 33
Similar Engagements
The list below includes the list of clients for whom we have completed Technology Master/Strategic Planning projects.

City of Albany
City of Azusa
City of Big Bear Lake
City of Brentwood
City of Brisbane
City of Burbank
City of Camarillo
City of Colton
City of Corona
City of Countryside
City of Dublin
City of Escondido
City of Gastonia
City of Glendora
City of Healdsburg
City of Hemet
City of Highland Park
City of Hutto
City of La Habra
City of Lake Forest
City of Larkspur
City of Manassas Park
City of Menlo Park
City of Mission Viejo
City of Mount Airy
City of Murrieta
City of Naperville
City of Newark
City of Norco
City of Oakbrook Terrace
City of Pacific Grove
City of Palm Desert
City of Petaluma
City of Pflugerville
City of Piedmont
City of Pismo Beach
City of Rancho Mirage
City of Rialto
City of Riviera Beach
City of Salinas
City of Salisbury
City of San Gabriel
City of San Leandro
City of San Pablo
City of Sandpoint
City of Seal Beach
City of Sierra Madre
City of South Gate
City of South San Francisco
City of St. Charles
City of Tustin
City of Vacaville
City of West Covina
City of West Des Moines
City of West Sacramento
City of Wilton Manors
County of Atascosa
Town of Danville
Town of Groton
Town of Groton Police
Town of Windsor
Town of Woodside
Town of Yucca Valley
Village of Cary
Village of Glencoe
Village of Kenilworth
Village of Lake Barrington
Village of Libertyville
Village of Lincolnwood
Village of Lincolnwood
Village of Lincolnwood Police
Village of Matteson
Village of Morton Grove
Village of Norridge
Village of Northbrook
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Ossining
Village of Palos Park
Village of River Forest
Village of Riverside
County of Davie
County of Denton
County of Mariposa
County of Mendocino
CA-NV American Water
Works Association
Castaic Lake Water Agency
Castro Valley Sanitary District
Civitas Schools
Consolidated High School
District 230
Cucamonga Valley Water
District
Dubuque Community School
District
East Aurora CUSD 129
East Bay Regional Park
District
Elgin School District U-46
Four Rivers Sanitation
Harrison School District 36
Hayward Area Recreation &
Park District
Illinois Action for Children
Illinois Municipal Retirement
Fund
Indian Prairie Community Unit
School District 204
J. Sterling Morton School
District 201
Jurupa Community Services
District
Lincolnwood Public Library
Los Angeles County
Development Authority
Midpeninsula Regional Open
Space District
Missouri Basin Municipal
Power
Morton High School District
Naperville Community Unit
School District 203
Naperville Park District
Norridge Park District
North Scott School District
Northbrook Public Library
Northern Illinois University
Oswego Library District
Oswego School District 308
Park District of Highland Park
Park Ridge Schools
Ramona Water
Riverside County Sheriff's
Department
Riverside Public School
District 96
Rosamond Community
Services District
San Bernardino Municipal
Water
San Jose Community College
Southern California Coastal
Water Research
Stanislaus Council of
Governments
Sweetwater Authority
West Covina Unified School
District
Western Municipal Water
District
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
10 | 33
Diversified Experience
We have extensive experience with a wide variety of organizations and technology and processing environments. In addition, we have significant market knowledge regarding software and hardware providers and are well-informed with respect to vendor and industry developments.

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

Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
11 | 33
Areas of Expertise
The consultants assigned to this engagement have direct experience in a broad range of products and services.

DEPARTMENT AREA

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

APPLICATION AREA

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

TELECOM

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

IT INFRASTRUCTURE
& OPERATIONS

EXPERIENCE
• Data Center Management
• Cable Infrastructure
• Wireless Systems
• Routers and Switches
• Server Installation,
Configuration and
Troubleshooting
• Network Troubleshooting
and Configuration
• Security Systems Support
• Network Management
• Event Monitoring
• Patch Management
• Inventory Management
• Licensing Management
• Software Distribution
• Remote Network and
Desktop Monitoring
ClientFirst has such a broad and wellrounded experience with cities that they already have a good idea of what will or
won't work. Other vendors we have
worked with don't have this depth of
experience and suggest solutions that are
unrealistic in a city government
environment.
— IT Director
CA Municipality
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
12 | 33
Consultants' Collective Experience
We understand that the experience of the individual consultants is a significant factor in hiring a firm to conduct the project on your behalf. Our consultants have extensive public-sector experience in their respective careers, including projects with the following agencies:

California
City of Albany
City of Azusa
City of Big Bear Lake
City of Brentwood
City of Brisbane
City of Burbank
City of Calabasas
City of Camarillo
City of Carlsbad
City of Cathedral City
City of Chico
City of Chino
City of Clovis
City of Colton
City of Corona
City of Coronado
City of Dana Point
City of Downey
City of Dublin
City of Emeryville
City of Escondido
City of Fairfield
City of Foster City
City of Glendale
City of Glendora
City of Hawaiian Gardens
City of Healdsburg
City of Hemet
City of La Habra
City of La Puente
City of Laguna Niguel
City of Larkspur
City of Lathrop
City of Lomita
City of Menlo Park
City of Mission Viejo
City of Montclair
City of Mountain View
City of Newark
City of Norco
City of Novato
City of Pacific Grove
City of Pacifica
City of Palm Desert
City of Palmdale
City of Patterson
City of Petaluma
City of Piedmont
City of Pinole
City of Pismo Beach
City of Port Hueneme
City of Rancho Cucamonga
City of Rancho Mirage
City of Redlands
City of Rialto
City of Rohnert Park
City of Rosemead
City of Sacramento
City of Salinas
City of San Clemente
City of San Gabriel
City of San Jacinto
City of San Leandro
City of San Pablo
City of San Rafael
City of Seal Beach
City of Sierra Madre
City of Simi Valley
City of South Gate
City of South Pasadena
City of South San Francisco
City of St. Helena
City of Tracy
City of Tulare
City of Tustin
City of Upland
City of Vacaville
City of West Covina
City of West Sacramento
City of Whittier
County of Butte
County of Lassen
County of Mariposa
County of Mendocino
County of Plumas
County of Riverside
County of San Bernardino
County of Tuolumne
County of Yolo
Fontana Unified School
District
Hemet Public Library
Town of Danville
Town of Hillsborough
Town of Truckee
Town of Windsor
Town of Woodside
Town of Yucca Valley
CA-NV American Water
Works Association
Castaic Lake Water Agency
Castro Valley Sanitary District
Coachella Valley Mosquito
and Vector Control District
Cucamonga Valley Water
District
East Bay Regional Park
District
El Toro Water District
Fresno Irrigation District
Glendale Water and Power
Hayward Area Recreation
and Park District
Irvine Unified School District
Jurupa Community Services
District
Las Virgenes Water District
Livermore Area Recreation
and Park District
Los Angeles County
Development Authority
Midpeninsula Regional Open
Space District
Moraga-Orinda Fire District
Newhall County Water District
Piedmont Police and Fire
Ramona Municipal Water
District
Rincon del Diablo Municipal
Water District
Riverside County Sheriff
Rosamond Community
Services District
San Bernardino Municipal
Water
San Marino Unified School
District
San Mateo Consolidated Fire
Department JPA
San Mateo Fire District
Southern California Coastal
Water Research
Sweetwater Authority
Walnut Valley Water District
West County Wastewater
District
Western Municipal Water
District
Colton Joint Unified School
District
Irvine Unified School District
Lake Elsinore Unified School
District
Menifee Unified School
District
Mesa Water District
Mountain View School District
Romoland School District
West Covina Unified School
District
Ohlone Community College
San Jose Community College
University of California
Berkeley
University of California San
Francisco
UCSF Medical Center
Stanislaus Council of
Governments
Mechoopda Indian Tribe
Alabama
City of Pelham
Arizona
County of Maricopa
Connecticut
City of Bristol
City of New Haven
Groton Police
Town of Groton
Florida
City of Cape Coral
City of Deerfield Beach
City of Dunedin
City of Fort Lauderdale
City of Oakland Park
City of Pompano Beach
City of Port St. Lucie
City of Riviera Beach
City of Wilton Manors
Collier County Board of
County Commissioners
Idaho
City of Sandpoint
Illinois
City of Bloomington
City of Champaign
City of Countryside
City of Crystal Lake
City of Highland Park
City of Joliet
City of Lake Forest
City of Moline
City of Morton Grove
City of Naperville
City of Oakbrook Terrace
City of Orland Park
City of Prospect Heights
City of Rock Island
City of Rockford
City of St. Charles
City of Waukegan
City of Wood Dale
Village of Arlington Heights
Village of Barrington Hills
Village of Cary
Village of Glencoe
Village of Itasca
Village of Kenilworth
Village of Lake Barrington
Village of Libertyville
Village of Lincolnwood
Village of Lisle
Village of Matteson
Village of Morton Grove
Village of Norridge
Village of Northbrook
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Orland Park
Village of Oswego
Village of Palos Park
Village of Park Forest
Village of River Forest
Village of Riverside
Village of Westmont
Village of Wheeling
County of DuPage
County of Peoria
County of Sangamon
County of Winnebago
Addison School District
Batavia Public Library
Batavia Public School District
Bloomingdale School District
Bunker Hill School District
Champaign County Forest
Preserve District
Four Rivers Sanitation District
Norridge Park District
Park District of Highland Park
Central Community Unit
Indiana
The University of Notre Dame
Indianapolis Public Library
Indianapolis Public Schools
Iowa
City of Ankeny
City of Bettendorf
City of Burlington
City of Cedar Rapids
City of Des Moines
City of New Hampton
City of West Des Moines
County of Johnson
County of Linn
State of Iowa
Burlington Community School
District
Cedar Rapids Community
School District
Davenport School District
Dubuque Community School
District
Knoxville Community School
District
Mason City School District
North Scott School District
Des Moines Area Community
College
Kansas
City of Emporia
City of Shawnee
Michigan
University of Michigan
Lake Superior State
University
Nevada
County of Nye
Town of Pahrump
County of Douglas
New York
City of Batavia
Village of Ossining
North Carolina
City of Burlington
City of Gastonia
City of High Point
City of Kinston
City of Mount Airy
City of Salisbury
Town of Wake Forest
County of Buncombe
County of Cabarrus
County of Davie
County of Orange
Arc of Stanley County
St. Augustine College
Wake Forest University
Eastern Band of Cherokee
Indians
Salisbury Rowan Utilities
Ohio
County of Cuyahoga
County of Montgomery
South Dakota
Rapid City Area Schools
Texas
City of Cedar Hill
City of Dallas
City of Farmers Branch
City of Hutto
City of Pflugerville
City of University Park
Corpus Christi Fire
County of Atascosa
County of Denton
Highland Park Police and Fire
North Texas Emergency
Communications Center
University of Texas
Utah
Washington County School
District
Virginia
Commonwealth of Virginia
City of Manassas Park
Wisconsin
City of Appleton
City of Brookfield
City of Eau Claire
City of Wauwatosa
City of West Allis
County of Brown
County of Kenosha
County of Milwaukee
County of Waukesha
Village of Hales Corner
HIDTA Milwaukee
Diocese of Madison Catholic
Schools
Madison School District
Shorewood School District
Whitnall School District
West Allis School District
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
13 | 33
Scope of Work
Technology Planning Process Methodology
We use a five-phase approach to guide our Technology Assessment and Planning projects, which focus on collaboration and digital transformation. This process allows us to tailor each step to fit the unique needs of every client. By working closely with our clients, we help transform their technology systems, making them more effective and efficient at meeting the needs of their staff and the communities they serve.

ClientFirst is very sensitive to how
well they’re communicating at all
levels, able to communicate across a
variety of skill sets, and be effective
communicating with the IT side, as
well as the user side of a project. This
quality is very helpful.
—City Manager
CA Municipality
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
14 | 33
Project Initiation and Information Gathering
Project Kick-Off and Initiation
The project kick-off is a time to review the City's available documentation and background information and set expectations for the project. We provide information requests and questionnaires for the operational departments and other stakeholder groups to complete.

After obtaining and reviewing the background information, we meet with the Project Manager and Technology Planning Committee to review the work plan, establish overall responsibilities and communications for the project, schedule meetings, and finalize the project plan details.

Assessment
Operational Department Reviews
Operational department reviews focus on understanding the current and future use of technology to support the organization's business operations. The best source of information regarding gaps and issues with technology is the individuals who work with it daily. We conduct workshops with representatives from each department at all levels. This provides an opportunity for users to voice concerns, share gaps in IT services, and identify strengths and weaknesses of current technology and business processes.

Workshop discussion topics include:
• Enterprise and Departmental Application
Needs
• Business Processes
• Improvements and Automation
• Application Interfaces and Data Sharing
• GIS
• Reporting Issues
• User IT Support Needs
• User Training Recommendations
• Departmental Application Analyst Needs
• Enterprise Communications
• Remote Access and Mobile Computing
• Emerging and Smart Technologies
• Regulatory Compliance Issues
• Technology Governance
• Smart Technologies and AI
• ROI or Cost-Benefit Considerations
IT Infrastructure and IT Operations Review
ClientFirst conducts infrastructure reviews with highly qualified subject-matter experts, performing infrastructure and operations reviews with systems engineers who continually design, implement, and maintain IT infrastructure.

We propose to provide an assessment and gap analysis of the City's technology based on technology issues, business issues, risks by application, and infrastructure elements (data centers, servers, network equipment, IT operations).

Our infrastructure and operations workshops focus on assessing the City's network infrastructure, cybersecurity readiness, and IT service delivery. We plan to meet with City staff managing IT to discuss the current budget and existing and planned IT-related projects. We will also interview Police Department staff performing technical duties and the IT support firm to understand better areas that function smoothly and areas that require attention.

Our IT operations subject-matter experts currently design, procure, support, and manage infrastructure and support operations daily for numerous local government agencies. We address potential areas for improvement, such as artificial intelligence, staff productivity, collaboration alternatives, policies and procedures, security, disaster recovery, business continuity, and many more.

Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
15 | 33
ClientFirst will provide a gap analysis and specific recommendations, including projects, approaches, and best practices. We do not resell any hardware or software, so our recommendations and examples are vendor-independent. The alternatives we suggest are tailored to accommodate agency skill sets, knowledge, current environment, strategic direction, and budget realities.

We provide unique capabilities that go far beyond traditional Technology Assessment and Plans because of the depth of our team's IT Infrastructure and IT Operations practices. Our clients benefit from this in-depth technical knowledge because of the long-term value added to the project.

Cybersecurity Risk Assessment
Our cybersecurity reviews follow established standards, including NIST, CIS Controls, and CJIS. These standards will be factored into every evaluation of IT infrastructure, operations, and services. Cybersecurity recommendations will be provided separately in a confidential format and will include findings, recommendations, and budget. We expect assessment results to include a Gap Analysis and Assessment and associated recommendations for improvement in the following areas:
• IT Network and Infrastructure
• Cybersecurity Readiness
• IT Operational Readiness
• Incident Response Capabilities
• Resiliency
• Staffing and Organizational Structure
• Policies, Procedures, and Effective
Cybersecurity Processes
• Cybersecurity Budgetary Requirements
IT and Cybersecurity Policies
Technology policy reviews focus on setting clear guidelines to protect technology systems throughout their life cycle. The goal is to improve technology practices, strengthen overall security, and ensure compliance with the necessary standards and regulations.

Existing technology policies will be benchmarked against the National Institute of Standards and Technology (NIST) and Criminal Justice Information Services (CJIS) industry standards. We propose to provide policy improvement recommendations that help define the security requirements associated with the creation, modification, transmission, dissemination, storage, or destruction of data and other required standards.

Incident Response and Disaster Recovery Planning
Incident Response and Disaster Recovery Planning are essential tools used to prepare for, respond to, and recover from incidents or natural disasters. It provides a structured approach to handling incidents such as data breaches, malware infections, ransomware attacks, denial of service (DoS) attacks, and other threats.

Incident Response Plans outline Detection, Containment, Eradication, Recovery, and Close-out guidelines for security incidents. Key components of Incident Response and Disaster Recovery Planning include defining a response team, a classification and prioritization methodology, describing tools for detection, remediation and reporting, response procedures, and Communication Plans.

Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
16 | 33
IT Business Continuity Planning (BCP)
BCP involves assessing the risks to processes and creating policies, plans, and procedures to minimize the impact those risks might have on the City if they were to occur. BCP is used to maintain the continuous operation of the City in the event of an emergency. The goal is to implement a combination of policies, procedures, and processes such that a potentially disruptive event has as little impact on the City as possible.

We propose to provide sample plans, recommendations, and key next steps related to incident response preparedness and establishment of the above plans.

IT Staffing Assessment
ClientFirst's project team includes an IT Operations Practice Leader who manages daily IT support operations for multiple agencies and ongoing contract IT Management and CIO services. This daily, hands-on
experience results in real-world,
relevant recommendations regarding
support for current and emerging
technologies.

ClientFirst will perform an IT staffing
Needs Assessment and review existing
IT outsourcing contracts and
arrangements. We will examine the
City's current and future resource
requirements, service-delivery model,
IT support structure, and staff
capabilities and skill sets. After
identifying strengths and weaknesses,
we will discuss potential structures,
skill sets, and training options. Staffing
recommendations and other metrics
will be based on benchmark surveys of
similar organizations coupled with our
own experience in managing similar IT environments.

Their current and relevant experience with government agencies was a real value. They could provide valid examples, and in many cases provide apples-to-apples comparisons, so it made the process easier. ClientFirst had direct experience about what other cities had done and how well it worked for them, so their recommendations were supported by meaningful examples and experiences, making the process feel very personalized. — Administrative Services Director
CA Municipality
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
17 | 33
Technology Initiative Determination
We assess overall technology strengths and weaknesses. From there, we determine key strategies, goals, and objectives to address identified issues, which are provided in a preliminary report summarizing our findings and observations along with corresponding technology initiatives. Initiative categories include:
• Best Practices
• Technology Governance
• Departmental Applications and Systems
• Smart Technologies
• GIS
• IT Infrastructure
• IT Operations
• Cybersecurity
• Telecommunications
• IT Staffing
Technology Initiative Development
After categorizing the technology initiatives, we research implementation and support costs and prioritize them based on their level of importance to daily business operations as determined by the City. We then consolidate them into a Current State Technology Assessment and Recommendations Report, which is used for our workshops. This report contains descriptions of our findings and observations, recommendations, next steps, preliminary budgets, implementation timelines, as well as any dependencies that were identified as part of the process. PMI, COBIT, and ITIL, as noted earlier, are applied as methods of adopting and incorporating best practices into the City's operations. Our experience with other cities leads us to expect to identify approximately 60-100 technology projects or initiatives in the following categories:
• Application Enhancements
• Business Process Improvements and
Training Needs
• GIS Improvements
• Network Infrastructure
• Telecommunications Infrastructure
• Business Continuity
• Cybersecurity
• Help Desk and Metrics
• Policies and Procedures
• Emerging and Smart Technologies
• Cloud Computing
• Information Technology Staffing and
Training
• SCADA Network Infrastructure
• Technology Governance
Additionally, we include planning for ongoing operations, maintenance and support budgets, and the development of project durations for each major initiative.

I received a lot of feedback from the departments about how they can see the positive changes that are ahead and have a much-improved opinion of the City’s IT department. It has had a very positive impact on the IT team members. A woman in the department wanted to retire this year but has decided to delay her retirement for five years because she is so excited about the new purpose. Staff members are excited about coming to work because they have a new plan and manager, with new training and education, and a new purpose for their efforts.
— Director of Finance and Administrative Services
FL Municipality
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
18 | 33
Planning and Prioritization Workshops
With our Current State Technology Assessment and Recommendations Report in hand, we conduct planning and prioritization workshops and discuss our findings and recommendations with the Project Manager, Department of Information Technology, Technology Planning Committee, and executive management.

The goal of these workshops is for the consulting team and City staff to develop a consensus on the recommendations and objectives. The workshop format is conducive to a free-flowing discussion of ideas while also providing an opportunity for City staff to question our assumptions, budgetary cost models, and suggested solutions.

Departments and Project Team Workshops
The Departments and Project Team Workshop focuses mainly on departmental operational needs, such as business processes, user productivity, software improvements, and customer service, with the goal of improving and enhancing service delivery.

We strive to understand the City's budgetary constraints and develop creative solutions within those constraints. We will work with the City to prioritize projects via cost-benefit analysis and other ROI considerations.

IT Infrastructure and Operations Workshops
This workshop focuses primarily on findings and recommendations related to the City's IT infrastructure, day-to-day operations, metrics, policies, and staffing. We have included workshops with appropriate City staff to review and improve our recommendations and begin the process of transitioning the Technology Master Plan to the City.

Cybersecurity, IT Business Continuity, and Disaster Recovery Workshops Workshops would address risk management, incident response, disaster recovery, and business continuity gaps and recommend the next steps. The goal is to ensure that plans will be robust, actionable, and well-understood by all relevant stakeholders.

Prioritization Workshops
Once the entire project team is educated on the technology initiatives for the five-year planning period, we conduct a prioritization workshop in two parts. The initial prioritization will be conducted without the Project Committee seeing the project cost estimates in order to gauge the need for specific solutions. Priorities are then adjusted after considering budget and resource realities.

The workshop methodology prepares team members for the ongoing task of Technology Governance by helping them understand resource limitations and their effect on technology priorities. This workshop broadens each team member's horizons to include a better understanding of colleagues' needs in other departments.

Executive Team Workshop
We conduct a workshop with the City's Executive Committee to help them understand the staff's key technology priorities and get their feedback. City leaders need to understand which initiatives the Information Technology Department and other departments consider most important. This will help the Executive Team make informed decisions about which projects to focus on first and adjust the budget based on the leadership's perspective.

Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
19 | 33
Final Report and Presentations
We finalize our findings and recommendations, budgets, and implementation timelines to create the City's Technology Assessment and Master Plan Report, complete with supporting documentation. We will present the final report to City Executive Management and the City Council.

ClientFirst keeps an eye on the costs. I feel David Krout's accounting background was evident in the way CF evaluated expenses. They were always looking for the "low-hanging fruit", the "big win", and the most cost-effective way for the agency to achieve its goals. Their approach was very real-world.

With other consultants, it seemed like the suggested solutions were pretty canned or the latest-andgreatest in the industry, instead of solutions that were specific to the agency's situation. — IT Director
CA Municipality
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
20 | 33
Cost Proposal
Work Plan
The following work plan outlines the project steps, the hours to be devoted by project team members, and an estimated timeline. The timeline starts on the date of the Kick-Off Meeting. Step
Information Technology Master Plan
Estimated
Timeline
(Month)
Total
Billable
Hours
David Janet Tom J.

James/
Paul/
Tom W.

Toby
Project Coordination
1 Overall Project Coordination 28 4 16 4 4
Phase 1: Project Initiation 1
2 Project Organization and Kick-Off Meeting with City Project Manager and Key Personnel 14 4 6 2 2
Project Team organization to include PMO office per Project Management Institute best practices
Assist in educating Project Team members and stakeholders on defined roles and responsibilities. This will be accomplished by providing forms to complete for use in workshops, including background concepts, instructions, and information requests
Conduct formal Kick-Off Meeting to officially start the project and provide an overview of the project to Project Team members, key stakeholders, and other engagement participants
3 Develop Questionnaires/Information Requests 3 2 1
4 Obtain and Review Background Information and Preparation 9 2 2 2 2 1 Phase 2: Needs Assessment 2-3
5 General data collection/gathering, Distribution of information requests, and benchmark data. 18 4 8 2 4
6 Management and Functional Department Interview Workshops 2-3 Executive Management 4 1 1 1 1
City Administration 2 1 1
City Clerk 2 1 1
Community Development 4 2 2
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
21 | 33
Step
Information Technology Master Plan
Estimated
Timeline
(Month)
Total
Billable
Hours
David Janet Tom J.

James/
Paul/
Tom W.

Toby
Community Services/Recreation 4 2 2
Finance 4 2 2
Fire 3 1.5 1.5
Human Resources 3 1.5 1.5
Marine Safety and Lifeguards 3 1.5 1.5
Parking 3 1.5 1.5
Police 4 2 2
Public Works 4 2 2
7 IT Infrastructure, Operations, and Staffing Reviews 1-2 IT Function Interviews
IT Management 8 4 4
GIS 4 2 2
Help Desk 2 1 1
Networking/Telco 2 1 1
Police IT 2 1 1
IT Information Gathering Activities, including: 10 4 4 2 Tour IT Facilities
IT Staffing and Support Needs (current and future) 8 4 4 Cybersecurity Assessment Review 4 2 2
Assessment and Information Gathering, including:

Disaster Recovery, Business Continuity, and Risk Management 4 2 2 Storage and Backups
IT Network and Infrastructure
Servers, Server Applications, and Management
Telecommunications
Services, Lines, and Equipment
Operations, including Support/Service Agreements
Emergency Operations and Emergency Response Plans
Email and Message Archiving
Software Licensing and License Management
IT Policies and Procedures
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
22 | 33
Step
Information Technology Master Plan
Estimated
Timeline
(Month)
Total
Billable
Hours
David Janet Tom J.

James/
Paul/
Tom W.

Toby
Metrics Review
IT Projects, PMO, and Budgets
Website and Social Media Review
Audiovisual Systems
IT Staffing and Support Needs (current and future)
IT Governance
8 Documentation
Summarize Findings and Observations, Gap Analysis 42 4 16 4 16 2 Phase 3: Research and Preliminary Plan Development 3-4
9 Develop Preliminary Initiatives, Findings, Alternatives, and Recommendations 44 4 16 4 16 4 Current IT Environment Summary and Gap Analysis Included All Applications/Systems, including ERP, Enterprise Content Management, GIS, all departmental-based solutions, etc. Included
Reporting and Business Intelligence Included
Application Architecture and Integration Included
Management and Operational Reporting Included
User Training Needs Included
Data Management Included
Site Security (Video and Physical) Included
IT and Telecommunications Infrastructure Included
Data Centers Included
Network Included
Servers, Storage, and Backups Included
Desktop, Handhelds, Mobiles Included
IT Operations Included
Software Licensing and License Management Included
Service Desk and Metrics Included
Email and Message Archiving Included
Management and Productivity Tools Included
IT Staffing and Support Needs (current and future) Included Education and training recommendations Included
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
23 | 33
Step
Information Technology Master Plan
Estimated
Timeline
(Month)
Total
Billable
Hours
David Janet Tom J.

James/
Paul/
Tom W.

Toby
IT Policies and Procedures Included
Review and Comment, Recommend Additions Included
Cybersecurity Framework/Risk Management Included
Business Continuity/Disaster Recovery/Incident Response Planning Included Cloud Strategies: Computing/Cloud Storage Included
GIS and GIS Integration Included
SCADA Support Requirements Included
Technology Master Plan Implementation Methodology Included Smart City and AI-Related Technologies Included
10 Preliminary Budgets 20 4 4 2 8 2
11 Develop Preliminary Assessment Report 20 2 8 4 6
Phase 4: Planning and Prioritization Workshops 4-5
12 Develop Workshop Materials 12 2 4 2 4
13 Workshops - Departments and Project Team 12 6 6
14 Workshops - IT Related (IT Staffing, Budgets, GIS and Strategies) 8 4 4 15 Prioritization Workshops - Project Committee 8 4 4
16 Workshops - Executive Management 4 2 2
17 Revisions 20 2 8 2 8
Phase 5: Final Report and Presentations 6-7
18 Develop Final Report and Supporting Documentation 12 2 6 2 2 19 Develop Presentation Materials 8 2 2 2 2
20 Final Report Presentations - City Management 4 2 2
21 Final Report Presentations - City Council 4 2 2
Hours by Consultant 374 71 129 63 98 13
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
24 | 33
Timeline
The following timeline summarizes the project phases and milestones. The timeline starts on the date of the Kick-Off Meeting.

Fee Summary
Our professional fees are based on the scope and approach outlined in this proposal, plus expenses. Our standard billing rates for these types of services reflect the levels and skill sets of the consultant(s) assigned to specific aspects of the project. This is a fixed-fee engagement.

Information Technology Master Plan
Total
Billable
Hours
David Janet Tom J.

James/
Paul/
Tom
W.

Toby
Hours by Consultant 374 71 129 63 98 13
Rates $ 235 $ 205 $ 235 $ 230 $ 205
Fees $ 83,140
Travel and Related (Mileage) N/A
Strategic Partner Discount $ 8,314
Total Cost (Not-to-Exceed) $ 74,826
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
25 | 33
References
City of Mission Viejo
200 Civic Center, Mission Viejo, CA 92691
David Meyer, Director of Information Technology 949.470.8447 [email protected]
Cheryl Dyas, Director of Administrative Services/City Treasurer 949.470.3082 [email protected]
City of Newark
37101 Newark Blvd., Newark, CA 94560
Edwin Miranda, Information Officer/Information Technology Director 510.578.4893 [email protected]
San Leandro, CA
835 East 14th Street, San Leandro, CA 94577
Janelle Cameron, City Manager 510.577.3390
[email protected]
Michael Sinor, Chief Information Officer 510.577.3385
[email protected]
City of Cathedral City
68700 Avenida Lalo Guerrero, Cathedral City, CA 92234
Anne Ambrose, Assistant City Manager 760.770.0331
[email protected]
City of South Gate
8650 California Ave, South Gate, CA 90280
Wendy O'Kelly, Director of Administrative Services 323.563.9522 [email protected]
James Leabres, IT Manager 323.563.9561
[email protected]
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
26 | 33
Appendices
Resumes
Tom Jakobsen
Partner – IT Infrastructure and Operations Consulting Practice Leader
Tom Jakobsen brings over 40 years of experience in the information technology arena, with expertise spanning local government IT infrastructure, applications, cybersecurity, day-to-day IT operations, and resource management. His interdisciplinary background provides him with a deep understanding of how these elements interconnect and the best practices required to operate them effectively.

Mr. Jakobsen has extensive experience leveraging project management principles and system development lifecycles to deliver successful infrastructure and cybersecurity-related initiatives. His dual roles as a Virtual CIO and Consultant offer clients unparalleled expertise, bridging interdepartmental collaboration and vendor relationship management to drive organizational success.

Highlights
• Former National IT Infrastructure Consulting Practice Leader for RSM McGladrey, the nation's fifth-largest CPA and consulting firm • Ongoing Contract CIO for multiple agencies
• Managed hundreds of IT consulting projects with local governments throughout the United States
• Featured speaker for numerous technology conferences, including Texas Association of Governmental Information Technology Managers (TAGITM) and Municipal Information Systems Association of California (MISAC) Agency Experience
City of Albany
City of Azusa
City of Big Bear Lake
City of Bloomington
City of Brentwood
City of Brisbane
City of Burbank
City of Calabasas
City of Carlsbad
City of Cedar Hills
City of Chino
City of Corona
City of Downey
City of Dublin
City of Emeryville
City of Farmers Branch
City of Foster City
City of Glendora
City of Hayward
City of Healdsburg
City of Hemet
City of Highland Park
City of Hutto
City of Joliet
City of La Habra
City of La Puente
City of Laguna Niguel
City of Lake Forest
City of Larkspur
City of Manassas Park
City of Menlo Park
City of Mission Viejo
City of Murrieta
City of Norco
City of Newark
City of Oakbrook Terrace
City of Pacific Grove
City of Palm Desert
City of Palmdale
City of Piedmont
City of Pismo Beach
City of Pflugerville
City of Port Hueneme
City of Rancho
Cucamonga
City of Rancho Mirage
City of Redlands
City of Rialto
City of Riviera Beach
City of Rockford
City of Rohnert Park
City of Salinas
City of San Bernardino
City of San Leandro
City of San Pablo
City of Sandpoint
City of Seal Beach
City of Sierra Madre
City of Simi Valley
City of South Gate
City of South San
Francisco
City of St. Charles
City of University Park
City of Vacaville
City of West Covina
City of West Des Moines
City of West Sacramento
City of Wilton Manors
County of Atascosa
County of Denton
County of Davie
County of Mariposa
County of Mendocino
County of Tuolumne
Town of Danville
Town of Groton
Town of Woodside
Town of Yucca Valley
Town of Windsor
Village of Arlington Heights
Village of Barrington Hills
Village of Bloomingdale
Village of Cary
Village of Glencoe
Village of Homewood
Village of Lake Barrington
Village of Libertyville
Village of Lincolnwood
Village of Northbrook
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Ossining
Village of Palos Park
Village of Park Forest
Village of River Forest
Village of Riverside
Village of South
Barrington
Village of Wheeling
Castaic Lake Water
Agency
Castro Valley Sanitary
District
Four Rivers Sanitation
Authority
Ramona Municipal Water
District
San Bernardino Municipal
Water
Sweetwater Authority
Forest Preserve District of
Will County
Naperville Park District
Norridge Park District
Park District of Highland
Park
Illinois Action for Children
Jurupa Community
Service District
Los Angeles County
Development Authority
Midpeninsula Regional
Open Space District
Steppenwolf Theatre
Indianapolis Public Library
Oak Park Library
Oswego Public Library
District
Rockford Library
Stanislaus Council of
Governments
Moraga-Orinda Fire
District
Riverside County
Sheriff's Department
Batavia UCSD 101
Carpentersville UCSD
300
Orland Park CHSD 230
CUSD
300
DeKalb CUSD 428
Durand CUSD 322
East Aurora SD 131
Elmhurst SD 205
Geneva CUSD 304
Glenview SD 34
Harlem SD 122
Harvard SD 50
Indian Prairie CUSD 204
Morton HSD 201
Mount Prospect SD 57
Naperville CUSD 203
Niles Township HSD 219
Know that I am extremely satisfied
with the team we have assembled. It is
comforting to have steady hands
guiding us into the 21st century!
—City Administrator
CA Municipality
Tom, I’ve been meaning to thank you
for your expertise and guidance…
assisting us in moving forward on
all fronts.
—City Manager
IL Municipality

CREDENTIALS, DEGREES,

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

SPECIALTIES
• Assessments, Strategy, and
Planning
• IT Operations Management
• Interim CIO/IT Management
• Network Design, Procurement,
and Implementation
• Cybersecurity
• Disaster Recovery
• Project Management
• Network Design, Procurement,
Implementation, and Oversight
• IT Governance
• Policies Development
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
27 | 33
David W. Krout, CPA (Inactive)
Partner – Enterprise Applications Consulting Practice Leader David Krout brings nearly 30 years of experience partnering with more than 150 local governments to address a wide range of information technology needs. He specializes in working with organizations to identify their strategic, organizational, application, and functional requirements to determine which systems and applications are a proper fit for both the agency and the vendor.

Mr. Krout's unique and diversified background in business management, accounting, and management consulting enables him to collaborate effectively with C-level executives and department staff alike, providing practical, business-focused solutions to maximize technology investments for all agency departments.

With experience working at a leading local government enterprise software provider, Mr. Krout offers a unique understanding of consulting, client advocacy, and vendor relationships to the collaboration between the agency and solution providers.

Highlights
• Served on the National Committee for Information Technology for the Institute of Management Accountants
• Former President, Institute of Management Accountants, Inland Empire Chapter
• Former Government IT Consulting Manager for RSM McGladrey, the nation's fifth-largest CPA and consulting firm
• Featured speaker for the Texas Association of IT Managers (TAGITM), Municipal Information Systems Association of California (MISAC), California Society of Municipal Finance Officers (CSMFO) and others. • Project lead with public-sector agencies throughout the United States Agency Experience
City of Albany
City of Batavia
City of Bloomington
City of Brentwood
City of Brisbane
City of Burbank
City of Burlington
City of Camarillo
City of Carlsbad
City of Cathedral City
City of Cedar Hill
City of Chico
City of Chino
City of Clovis
City of Colton
City of Corona
City of Coronado
City of Dana Point
City of Dublin
City of Emporia
City of Farmers Branch
City of Foster City
City of Gastonia
City of Healdsburg
City of Hemet
City of High Point
City of Highland Park
City of Hutto
City of Indio
City of La Habra
City of La Puente
City of Laguna Niguel
City of Lake Forest
City of Larkspur
City of Lomita
City of Manassas Park
City of Menlo Park
City of Mission Viejo
City of Mountain View
City of Murrieta
City of Newark
City of Novato
City of Pacifica
City of Palm Desert
City of Palmdale
City of Pelham
City of Petaluma
City of Piedmont
City of Rancho Mirage
City of Redlands
City of Rialto
City of Riviera Beach
City of Rosemead
City of St. Helena
City of Salisbury
City of San Bernardino
City of San Gabriel
City of San Jacinto
City of San Leandro
City of Sandpoint
City of Shawnee
City of Sierra Madre
City of Simi Valley
City of South Gate
City of Tracy
City of Tustin
City of West Covina
City of West Des Moines
City of West Sacramento
City of Whittier
City of Wilton Manors
City of Windsor
County of Buncombe
County of Butte
County of Denton
County of Douglas
County of Lassen
County of Mendocino
County of Orange
County of Plumas
County of Riverside
County of San Bernardino
Town of Danville
Town of Groton
Town of Hillsborough
Town of Truckee
Town of Windsor
Town of Woodside
Village of Glencoe
Village of Lincolnwood
Village of Northfield
Village of Oswego
Village of Park Forest
Village of River Forest
Coachella Valley MVCD
East Bay Regional Park
District
El Toro Water District
Four Rivers Sanitation
Authority
Jurupa Community Services
District
Las Angeles Community
Development
Authority
Las Virgenes
Municipal Water
District
Mesa Water District
Midpeninsula
Regional Open
Space District
Ramona Municipal
Water District
Rincon del Diablo
Water District
Riverside County
Sherrif's Office
Rosamond Community
Services District
Salisbury-Rowan Utilities
San Bernardino Municipal
Water
Walnut Valley Water District
West County Wastewater
District
Western Municipal Water
District
Castaic Lake Water Agency
Castro Valley Sanitary
District
Cucamonga Valley Water
District
Gastonia Water & Power
Glendale Water and Power
TrueNorth Educational
Cooperative
Eastern Band of Cherokee
Indian

CREDENTIALS, DEGREES,

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

SPECIALTIES
• Technology Assessment and
Planning
• Enterprise Systems
Architecture
• Business Process Reviews
• Current System Needs
Analysis and Improvement
• New Systems Procurement
Management
• Project Management and
Oversight
• Contract Reviews and
Negotiations
It has been absolutely key to this
project that ClientFirst, especially
Dave, knows the governmental
environment, its limitations, and its
opportunities.
—Director of Administrative
Services
CA Municipality
(Inactive)
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
28 | 33
James Smith
Senior Director, IT Infrastructure Consulting
James Smith is a seasoned technology executive with over 25 years of experience in the Information Technology sector, distinguished by leadership roles that span strategic planning, operations, and consulting. Using a visionary approach, James excels in guiding organizations through complex IT challenges while driving innovative, results-oriented solutions.

James's expertise includes service engagement processes, systems design, project management, and managed services. He specializes in crafting and executing IT strategies, developing comprehensive technology plans, and providing expert guidance in cloud services, cybersecurity, business continuity, disaster recovery, and deep storage solutions.

A proven leader and strategic thinker, James has consistently delivered success across different types of government agencies, helping them maximize the value of their technology investments.

Highlights
• Leveraged over 25 years of proven experience in high-level positions within the Information Technology field
• Demonstrated leadership as an accomplished leader, manager, and technology strategist with a track record of success in developing and designing IT solutions
• Proficient in communicating and implementing IT strategies, managing high-visibility initiatives, and providing technology consulting to Director and C-level executives throughout the United States
Agency Experience
City of Azusa
City of Calabasas
City of Cedar Hill
City of Farmers Branch
City of Mountain View
City of Oakland Park
City of Petaluma
City of Sandpoint
City of South Gate
City of Whittier
Town of Windsor
Village of Lincolnwood
Village of River Forest
County of Kings
County of Travis
El Toro Water District
Bloomington School District
Byron School District
Dekalb School District
Des Plaines School District
Elmhurst School District
Hoover Schrum District
Jurupa School District
Oak Lawn School District
Salt Creek School District
Sycamore School District
Township High School
District
DuPage County Sheriff
ESQ Region 20
Harris County Toll Authority
Placer County Sheriff
Riverside County Sheriff's
Department
Aurora Public Library
Alamo Community College
DeVry University
Kishwaukee College
Moraine Valley Community
College
Oakton Community College
Rock Valley College
Roosevelt University

SPECIALTIES
• IT strategy and technology plan
development
• End-to-end systems architecture
• Cybersecurity
• Business continuity and disaster
recovery
• Engagement Management
• Systems design consulting
• IT Support Services
• Contract Negotiations
• Staff Augmentation
• Cloud services
• IT Cost Optimization
• Deep data management
expertise
• Distributed end-user
technologies
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
29 | 33
Paul Miller
Director, Cybersecurity Consulting
Paul Miller is a seasoned IT professional known for his pragmatic and solution-oriented approach to management. With a wealth of experience in leading teams and overseeing intricate projects, he has consistently demonstrated his ability to navigate complexity and deliver results. At the core of his leadership style is the cultivation of an environment rooted in excellence, emphasizing quality, service, and profitability.

Paul is deeply dedicated to facilitating the success of individuals, leaders, and teams, consistently surpassing goals and expectations.

His proficiency shines in strategic planning, adept decision-making, and innovative problem-solving, all underscored by a strong sense of urgency, ownership, and personal accountability. Committed to continuous development, both personally and professionally, Paul Miller remains a driving force in the IT industry.

Highlights
• Leading Digital Transformation and Information Security teams • Translating internal audit requirements into actionable plans • Expertise in technology architecture, networking, applications, and information security
• Delivering complex technical solutions and cross-functional collaboration • Leading a team in assessing and designing IT solutions across various services
• Developing pursuit strategies for complex engagements and RFPs • Creating customer-facing documents and technical presentations • Growing and maintaining key vendor technical knowledge and certifications
Agency Experience
City of Albany
City of Corona
City of Country Club Hills
City of Glendale
City of Mountain View
City of Petaluma
City of South Gate
City of Whittier
Town of Windsor
Village of Itasca
Village of Lincolnwood
Village of Northfield
Windstream Enterprise
Coachella Valley Mosquito Vector Control District
Las Virgenes Municipal Water District
Riverside County Sheriff's Department
Jurupa School District
Salt Creek School District
Arthur Andersen & Co
Bank of America
CenturyLink (Lumen)
Community and Economic
Development (CEDA)
Hewlett Packard
IBM Global Services
Rich Township District 227
University of Illinois

CREDENTIALS, DEGREES,

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

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

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
30 | 33
Janet Federico, MBA
Management Consultant
Janet Federico has over 11 years of experience with local and federal government agency software implementations. Her in-depth experience with software configuration, business analysis, and user needs assessment allows her to oversee project implementations of standard and customized software successfully.

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

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

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

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

CREDENTIALS, DEGREES,

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

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

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
31 | 33
Tom Weiman
Practice Leader, Enterprise Communications Consulting
Tom Weiman has provided IT and telecommunications consulting for over 30 years. He has experience consulting in telecommunications, data networks (LAN/WAN), and cable infrastructure.

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

Highlights
• Lead Project Manager, State of Wisconsin, saving the state over $90 million in telecommunications service costs
• Former Partner and National Telecom Consulting Project Leader for RSM McGladrey, the nation's fifth-largest CPA and consulting firm • Call Center Campus Instructor at Purdue University, Center for CustomerDriven Quality • Provided telecommunications consulting services to nearly 300 public agencies throughout the United States, including government agencies, non-profit organizations, healthcare and financial institutions, and educational institutions at the K-12 and higher education levels Agency Experience
City of Bettendorf
City of Bloomington
City of Brentwood
City of Burbank
City of Calabasas
City of Camarillo
City of Cape Coral
City of Chino
City of Corona
City of Countryside
City of Deerfield Beach
City of Downey
City of Dunedin
City of Eau Claire
City of Escondido
City of Fort Lauderdale
City of Foster City
City of Kinston
City of La Habra
City of La Puente
City of Laguna Niguel
City of Lake Forest
City of Mason City
City of Matteson
City of Miami Springs
City of Moline
City of Mount Airy
City of Mount Dora
City of Murrieta
City of Naperville
City of New Hampton
City of New Haven
City of Oakbrook Terrace
City of Orland Park
City of Palm Desert
City of Palmdale
City of Piedmont
City of Pompano Beach
City of Port St. Lucie
City of Prospect Heights
City of Rancho Cucamonga
City of Rancho Mirage
City of Redlands
City of Rock Island
City of Rockford
City of Sacramento
City of Salisbury
City of San Clemente
City of San Gabriel
City of San Rafael
City of Sierra Madre
City of Sioux Falls
City of South Pasadena
City of South San Francisco
City of St. Charles
City of Upland
City of Waukegan
City of Wauwatosa
City of West Allis
City of West Covina
City of West Des Moines
City of West St. Paul
County of Buncombe
County of Cabarrus
County of DuPage
County of Milwaukee
County of Montgomery
County of Orange
County of Peoria
County of San Bernardino
County of Sangamon
County of Tazewell
County of Tuolumne
County of Will
County of Winnebago
County of Yolo
Town of Danville
Town of Truckee
Village of Arlington Heights
Village of Cary
Village of Lincolnwood
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Palos Park
Village of River Forest
Village of Riverside
Civitas Schools
Consolidated SD 158
Algonquin CUSD 300
Arlington Heights Township
HSD 214
Assumption Catholic High
School, Davenport
Batavia SD 101
Burlington Central CUSD 301
Castaic Lake Water Agency
Cedar Rapids Community
School District
Davenport Community Schools
Davenport School District
DeKalb CUSD 428
Diocese of Davenport Catholic
Schools
Diocese of Madison Catholic
Schools
Dubuque Community School
District
Eastern IL University
Elgin School District
Forest Preserve District of Will
County
Geneva Community Unit SD
304
Glenview Schools
Gower School District 62
Hampton SD 29
Harlem SD 122
Harrison SD 36
Harvard CUSD 50
IL Action for Children
Illinois State University
Indian Prairie CUSD 204
Irvine School District
Knoxville Community School
District
Livermore Area RFD
Madison School District
Mason City School District
Mount Prospect SD 57
Naperville CUSD 203
Newhall County Water District
Norridge Park District
North Scott School District
Oak Park Public Library
Ohlone Community College
Omaha Public Power District
(OPPD)
Orland Park CHSD
230
Oswego CUSD 308
Oswego Public
Library District
PACE Suburban Bus
Division RTA
Park District of
Highland Park
Park Ridge-Niles
CCSD 64
Port Byron Central
School District
Rapid City Area
Schools
Riverdale CUSD 100
Riverside SD 96
Rockford Public Library
Salisbury-Rowan Utilities
(SRU)
San Bernardino Municipal
Water Department
San Jose/Evergreen
Community College
Schaumburg Township District
Library
Sherrard Community Schools
Shorewood School District
South Florida Water
Management
St. Ambrose University
St. Charles CUSD 303
Sunset Ridge SD 29
University of Chicago
University of Michigan
University of Notre Dame
Wahlert Catholic High School
Washington County School
District
West Allis School District
West Aurora SD 129
Wheaton-Warrenville SD 200
Whitnall School District
Cedar Falls Utilities
Central Illinois Power
Church of Our Savior

CREDENTIALS, DEGREES,

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

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

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
32 | 33
Toby Soto
Senior GIS Consultant
Toby Soto has 26 years of GIS experience in the local government sector. Toby's previous GIS positions in local government provide clients with tremendous GIS implementation and integration experience. He understands the link between Business Unit GIS needs, technical requirements, and a practical, cost-effective GIS strategy. Toby is considered an industry expert in GIS Leadership and Management and regularly publishes GIS-related articles and resources. He also hosts monthly webinars addressing GIS managers' pain points and best practices.

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

EDUCATION
• CSU Fullerton

SPECIALTIES
• GIS Strategic Planning
• GIS Implementation
• GIS Integration
• GIS Web Development
• GIS Mobile Applications
• Open Data/ Philanthropy
Information Technology Master Plan

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
33 | 33
City of Rancho Mirage Published Digital
Transformation Article
ClientFirst has assisted the City of Rancho Mirage with various Technology Projects, starting with a citywide Technology Master Plan and Roadmap to transform the City and its operations digitally. The following article was published to showcase these digital transformation improvements. We also jointly presented these transformation efforts at the annual California Society of Municipal Finance Officers (CSMFO) conference.

Agenda Item D

AGENDA STAFF REPORT
DATE: April 14, 2025
TO: Honorable Mayor and City Council
THRU: Patrick Gallegos, Interim City Manager
FROM: Iris Lee, Director of Public Works
SUBJECT: Notice of Completion for the Lampson Avenue Bike Lane Gap Closure Project, CIP ST1811
________________________________________________________________ SUMMARY OF REQUEST:

That the City Council adopt Resolution 7631:

1. Accepting the Lampson Avenue Bike Lane Gap Closure Project, CIP ST1811, in the amount of $2,288,746.39; and,

2. Directing the City Clerk to file a “Notice of Completion” with the Orange County Clerk-Recorder within fifteen (15) days from the date of acceptance and to release retention thirty-five (35) days after recordation of the Notice of Completion contingent upon no claims being filed on the Project.

BACKGROUND AND ANALYSIS:

In 2016, the City was awarded an Active Transportation Program (ATP) federal grant to construct the Lampson Avenue Bike Lane Gap Closure Project (Project).

Consistent with the City’s General Plan Circulation Element, the Project would create a Class II dedicated bike lane along both directions of Lampson Avenue between Basswood Street and Seal Beach Boulevard, connecting to the existing Class II bike lane heading east towards Valley View Boulevard.

On December 11, 2023, the City Council adopted Resolution 7470, awarding a Public Works Agreement to Sequel Contractors, Inc. for the Project. Due to coordination delays associated with Southern California Edison (SCE) in removing the existing streetlight poles and foundations, and The Gas Company (SCG) in working along a high-pressure line, the Project construction duration was delayed by approximately two (2) months.

The Project has been completed and inspected to the satisfaction of the City Engineer. It is requested that the City Council formally accept the Project and direct staff to file a Notice of Completion (NOC) with the Orange County Clerk-Recorder’s

Page 2 ends

Office and release the retention thirty-five (35) days after recordation of the NOC contingent upon no claims being filed on the Project.

Upon the City Council’s acceptance, staff will proceed with the Project close-out documents pursuant to federal funding requirements.

ENVIRONMENTAL IMPACT:

The State has determined that this Project has no significant impacts on the environment as defined by the National Environmental Policy Act (NEPA), and that there are no unusual circumstances as described in 23 CFR 771.117(b). The State has determined that the project is a Categorical Exclusion under 23 CFR 771.117(c); activity (c)(3).

The Project complies with all requirements of the California Environmental Quality Act (CEQA) and is categorically exempt under section 15301 (c) of the CEQA Guidelines.

LEGAL ANALYSIS:

The City Attorney has reviewed and approved the resolution as to form.

FINANCIAL IMPACT:

Eight (8) change orders were issued due to unforeseen conditions. These included, but were not limited to, additional vegetation removal, utility line and traffic signal equipment relocation, and miscellaneous pavement work.

The table below presents the breakdown of the Project’s construction costs:

Description Amount
Total Base Bid $2,179,697.09
Contract Change Orders $ 109,049.30
Project Cost $ 2,288,746.39
STRATEGIC PLAN:

This item is not applicable to the Strategic Plan.

RECOMMENDATION:

That the City Council adopt Resolution 7631:

1. Accepting the Lampson Avenue Bike Lane Gap Closure Project, CIP ST1811, in the amount of $2,288,746.39; and,

Page 3 ends

SUBMITTED BY: NOTED AND APPROVED:

Iris Lee Patrick Gallegos
Iris Lee, Director of Public Works Patrick Gallegos, Interim City Manager ATTACHMENTS:

A. Resolution 7631
B. Notice of Completion
RESOLUTION 7631

A RESOLUTION OF THE SEAL BEACH CITY COUNCIL

ACCEPTING COMPLETION OF THE LAMPSON AVENUE BIKE
LANE GAP CLOSURE PROJECT, CIP ST1811, BY SEQUEL
CONTRACTORS, INC., AND DIRECTING THE FILING OF A

NOTICE OF COMPLETION FOR THE PROJECT
THE SEAL BEACH CITY COUNCIL DOES HEREBY RESOLVE:

Section 1. The City accepts the completion of the Lampson Avenue Bike Lane Gap Closure Project, CIP ST1811, by Sequel Contractors, Inc. in the amount of $2,288,746.39; and,
Section 2. The City Clerk is hereby directed to file a “Notice of Completion” for the Project with the Orange County Clerk-Recorder within fifteen (15) days of the date of this resolution and to release retention 35 days after the recordation of the Notice of Completion contingent upon no claims being filed on the Project.

PASSED, APPROVED AND ADOPTED by the Seal Beach City Council at a regular meeting held on the 14th day of April 2025 by the following vote:

AYES: Council Members
NOES: Council Members
ABSENT: Council Members
ABSTAIN: Council Members

Lisa Landau, Mayor
ATTEST:

Gloria D. Harper, City Clerk
STATE OF CALIFORNIA }
COUNTY OF ORANGE }
CITY OF SEAL BEACH }
I, Gloria D. Harper, City Clerk of the City of Seal Beach, do hereby certify that the foregoing resolution is the original copy of Resolution 7631 on file in the office of the City Clerk, passed, approved, and adopted by the City Council at a regular meeting held on the 14th day of April 2025.

Gloria D. Harper, City Clerk

RECORDING REQUESTED BY

AND WHEN RECORDED MAIL TO

CITY OF SEAL BEACH
Attn: City Clerk
211 - 8th Street
Seal Beach, CA 90740
Space of above this line for Recorder’s use.
*** No Recording Fee Pursuant to Government Code Sections 6103 and 27383 ****

NOTICE OF COMPLETION
Notice pursuant to Civil Code Section 9204, must be filed within 15 days after completion.

Notice is hereby given that:

1. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described:

2. The full name of the owner is: City of Seal Beach.

3. The address of the owner is: 211 – 8th Street, Seal Beach, CA 90740.

4. The nature of the interest or estate of the owner is: In Fee. The City of Seal Beach.

5. A work of improvement on the property hereinafter is described as substantially completed on January 15, 2025. The work was Lampson Avenue Bike Lane Gap Closure Project, CIP ST1811.

6. The name of the contractor(s), if any, for such improvement was: Sequel Contractors, Inc.

7. The date of the Contract Award was December 11, 2023.

8. The property on which said work of improvement was completed in the City of Seal Beach, County of Orange, State of California, and is described as follows: Lampson Avenue between Seal Beach Boulevard and Basswood Street, Seal Beach, CA.

Date: _______________
_________________________________________
Iris Lee, Director of Public Works, City of Seal Beach
Signature of owner or corporate officer of owner
named in paragraph 2 or agent.

VERIFICATION
I, the undersigned, say: Iris Lee (Director of Public Works) declarant of the foregoing notice of completion; have read said notice of completion and know the contents thereof; the same is true of my own knowledge.

I declare under penalty of perjury the foregoing is true and correct.

Executed on _____________________, 2025, at Seal Beach, California. (Date of Signature)
_________________________________________
Iris Lee, Director of Public Works, City of Seal Beach
Agenda Item E

AGENDA STAFF REPORT
DATE: April 14, 2025
TO: Honorable Mayor and City Council
THRU: Patrick Gallegos, Interim City Manager
FROM: Iris Lee, Director of Public Works
SUBJECT: Approving and Authorizing the Purchase for the Replacement of Marine Safety Vehicle Unit #5140
________________________________________________________________ SUMMARY OF REQUEST:

That the City Council adopt Resolution 7632:

1. Authorizing the purchase of Marine Safety Vehicle Unit #5140 replacement for a total cost of $51,829.29, from National Auto Fleet Group pursuant to the Cooperative Purchase Contract with Sourcewell, Master Vehicle Contract #091521-NAF, including the execution of a purchase order and all other necessary documents to effectuate the purchase, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and,

2. Approving Budget Amendment BA #25-10-02; and,

3. Authorizing the Interim City Manager to surplus the existing Marine Safety Vehicle Unit #5140 upon the completion of the replacement vehicle purchase and equipment upfitting.

BACKGROUND AND ANALYSIS:

On January 27, 2025, a Fleet Modernization Analysis Report (Report) was presented to City Council providing a comprehensive fleet modernization strategy and criteria for the prioritization of unit replacement to increase efficiency and reduction of costs over the lifecycle of the unit. The criteria include but is not limited to, vehicle age, maintenance repairs and history, mileage milestone, and usage case.

On March 24, 2025, the City Council adopted Resolution 7628 approving the purchase of three (3) Police pursuit vehicles and one (1) backhoe, based on the Report criteria. The item originally included the replacement of Marine Safety Vehicle Unit #5140; however, National Auto Fleet Group notified the City of a quote

Page 2 ends

error and could not honor the price. As such, Unit #5140 was omitted from the City Council action.

Staff resolicited for an updated Unit #5140 replacement quote through Sourcewell Master Vehicle Contract #091521-NAF, as permitted by City of Seal Beach Municipal Code Section 3.20.025(D), for a total cost of $51,829.29. The Municipal Code provides for an exemption from the City’s competitive bidding requirements for purchases made through a cooperative purchase program. Pricing under cooperative purchasing programs is competitively solicited and generally ensures best pricing by leveraging the volume of participating members region and/or nationwide.

ENVIRONMENTAL IMPACT:

This item is not subject to the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the state CEQA Guidelines because it can be seen with certainty that approval the proposed administrative action will not have a significant impact on the environment.

LEGAL ANALYSIS:

The City Attorney has approved the resolution as to form.

FINANCIAL IMPACT:

The following is the price breakdown of the Marine Safety Vehicle #5140 through Sourcewell:

Unit Number Description Cost
5140 2025 Toyota Tacoma $ 51,829.29
Budget Amendment BA #25-10-02 will allocate funds for the unanticipated cost increase as noted below:

Page 3 ends

The vehicle cost will be funded from the Revitalization Project BG2401 and the Vehicle Fund 601 through Tidelands. Any unspent funds will be returned to the original funding source.

STRATEGIC PLAN:

This item is not applicable to the Strategic Plan.

RECOMMENDATION:

That the City Council adopt Resolution 7632:

2. Approving Budget Amendment BA #25-10-02; and,

3. Authorizing the Interim City Manager to surplus the existing Marine Safety Vehicle Unit #5140 upon the completion of the replacement vehicle purchase and equipment upfitting.

SUBMITTED BY: NOTED AND APPROVED:

Iris Lee Patrick Gallegos
Iris Lee, Director of Public Works Patrick Gallegos, Interim City Manager Prepared by: Sean C. Low, Deputy Public Works Director – Maintenance/Utilities ATTACHMENTS:

A. Resolution 7632
RESOLUTION 7632

A RESOLUTION OF THE SEAL BEACH CITY COUNCIL

APPROVING AND AUTHORIZING THE PURCHASE FOR THE
REPLACEMENT OF MARINE SAFETY VEHICLE UNIT #5140
WHEREAS, the City owns, operates, and maintains a fleet of vehicles and heavy equipment; and,
WHEREAS, on January 27, 2025, a Citywide Fleet Modernization Analysis Report (Report) was published and presented to the City Council, detailing a comprehensive fleet replacement and modernization strategy; and, WHEREAS, the Report identifies specific City vehicles for replacement based on general wear and tear, years in service, mileage milestone, or vehicles deemed out of commission; and,
WHEREAS, Marine Safety Unit #5140 is recommended for replacement per the Report’s replacement criteria; and,
WHEREAS, Seal Beach Municipal Code Section 3.20.025(D) provides an exemption from competitive bidding requirements for purchases made through a cooperative purchasing program.

NOW, THEREFORE, THE SEAL BEACH CITY COUNCIL DOES HEREBY RESOLVE:

Section 1. The City Council hereby approves and authorizes the purchase of Marine Safety Vehicle Unit #5140 replacement for a total cost of $51,829.23, from National Auto Fleet Group pursuant to the Cooperative Purchase Contract with Sourcewell, master vehicle contract #091521-NAF, including the execution of a purchase order and all other necessary documents to effectuate the purchase, in accordance with the cooperative purchasing procedures set forth in Seal Beach Municipal Code Section 3.20.025(D); and,
Section 2. The City Council hereby approves Budget Amendment BA #25-10- 02 allocating funds as follows:

Description Account Revised/Adopted
Budget
Proposed Budget Budget(diff)
Amendment
Vehicles 106-230-0828-53600 $ - $ 51,829.29 $ 51,829.29 Transfer InOperation106-000-0000-49200 $ 1,770,623.00 $ 1,822,452.29 $ 51,829.29 Transfer OutOperation601-000-0000-59200 $ - $ 3,393.13 $ 3,393.13 Section 3. The City Council hereby authorizes the Interim City Manager to surplus the existing Marine Safety Vehicle Unit #5140 upon the completion of the replacement vehicle purchase and equipment upfitting.

PASSED, APPROVED AND ADOPTED by the Seal Beach City Council at a regular meeting held on the 14th day of April 2025 by the following vote:

AYES: Council Members
NOES: Council Members
ABSENT: Council Members
ABSTAIN: Council Members

Lisa Landau, Mayor
ATTEST:

Gloria D. Harper, City Clerk
STATE OF CALIFORNIA }
COUNTY OF ORANGE }
CITY OF SEAL BEACH }
I, Gloria D. Harper, City Clerk of the City of Seal Beach, do hereby certify that the foregoing resolution is the original copy of Resolution 7632 on file in the office of the City Clerk, passed, approved, and adopted by the City Council at a regular meeting held on the 14th day of April 2025.

Gloria D. Harper, City Clerk
Agenda Item F

AGENDA STAFF REPORT
DATE: April 14, 2025
TO: Honorable Mayor and City Council
THRU: Patrick Gallegos, Interim City Manager
FROM: Michael Henderson, Chief of Police
SUBJECT: Approving and Authorizing a Memorandum of
Understanding Between the County of Orange and the City of Seal Beach for the Use of the Countywide Mass
Notification System, AlertOC
________________________________________________________________ SUMMARY OF REQUEST:

That the City Council adopt Resolution 7633:

1. Approving the Memorandum of Understanding (MOU) with the County of Orange for the AlertOC Countywide Mass Notification System; and,

2. Authorizing the Interim City Manager to execute this memorandum on behalf of the City.

BACKGROUND AND ANALYSIS:

AlertOC has been a vital tool for emergency communication since its inception in 2008, reaching hundreds of thousands of Orange County residents. Public safety agencies have used the system for a variety of critical notifications, including missing children alerts, severe weather warnings, COVID-19 updates, and evacuation orders.

On July 22, 2008, the Orange County Board of Supervisors (Board) approved a Memorandum of Understanding (MOU) allowing regional use of AlertOC. This agreement included the City of Seal Beach and other Orange County municipalities, along with public universities responsible for resident safety and operating public safety answering points. Under the MOUs, participating entities can utilize the County’s Mass Notification System in accordance with the Countywide Mass Notification System Operating Guidelines and vendor agreements.

The Board subsequently approved extensions of these agreements in 2013, 2016, and 2021, ensuring continued access for these entities, including the City of Seal Beach.

Page 2 ends

The City of Seal Beach will continue to have full access to the AlertOC system for emergency notifications, with the County of Orange managing the overall contract with the system provider, Everbridge, Inc. There is no cost to the City for emergency use of the system through December 30, 2029. Execution of this agreement formalizes the City’s rights and responsibilities to use the system in accordance with County and State guidelines.

As there is no financial impact on the City, entering into this MOU is an efficient and cost-effective method of ensuring that the City maintains robust communication capabilities for emergencies and public safety operations. The Seal Beach Police Department’s Emergency Services Division requests approval of this updated non-financial MOU between the City of Seal Beach and the County of Orange, extending the City’s use of the notification system through December 30, 2029.

ENVIRONMENTAL IMPACT:

There is no environmental impact related to this item.

LEGAL ANALYSIS:

The City Attorney has reviewed and approved as to form.

FINANCIAL IMPACT:

There is no financial impact for this item.

STRATEGIC PLAN:

This item is not applicable to the Strategic Plan.

RECOMMENDATION:

That the City Council adopt Resolution 7633:

1. Approving the Memorandum of Understanding (MOU) with the County of Orange for the AlertOC Countywide Mass Notification System; and,

2. Authorizing the Interim City Manager to execute this memorandum on behalf of the City.

Page 3 ends

SUBMITTED BY: NOTED AND APPROVED:

Michael Henderson Patrick Gallegos
Michael Henderson, Chief of Police Patrick Gallegos, Interim City Manager Prepared by: Brian Gray, Emergency Services Coordinator ATTACHMENTS:

A. Resolution 7633
B. Memorandum of Understanding with the County of Orange RESOLUTION 7633

A RESOLUTION OF THE SEAL BEACH CITY COUNCIL

APPROVING THE MEMORANDUM OF UNDERSTANDING (MOU)

WITH THE COUNTY OF ORANGE AND AUTHORIZING THE

INTERIM CITY MANAGER TO EXECUTE THE AGREEMENT ON

BEHALF OF THE CITY
WHEREAS, the City Council hereby approves the Memorandum of Understanding Between the County of Orange and the City of Seal Beach; and, WHEREAS, AlertOC has been used since its inception in 2008 to contact hundreds of thousands of Orange County residents in times of emergency. Public safety agencies have utilized AlertOC for a wide range of notifications, including missing children, severe weather warnings, traffic hazard information, and evacuations; and,
WHEREAS, a new MOU is necessary for the term of December 30, 2024, through December 30, 2029.

NOW, THEREFORE, THE SEAL BEACH CITY COUNCIL DOES HEREBY RESOLVE:

Section 1. Approving the Memorandum of Understanding (MOU) with the County of Orange for the AlertOC Countywide Mass Notification System.

Section 2. Authorizing the Interim City Manager, Patrick Gallegos, to execute this MOU on behalf of the City of Seal Beach.

PASSED, APPROVED, AND ADOPTED by the Seal Beach City Council at a regular meeting held on the 14th day of April 2025 by the following vote:

AYES: Council Members
NOES: Council Members
ABSENT: Council Members
ABSTAIN: Council Members

Lisa Landau, Mayor
ATTEST:

Gloria D. Harper, City Clerk
STATE OF CALIFORNIA }
COUNTY OF ORANGE } SS
CITY OF SEAL BEACH }
I, Gloria D. Harper, City Clerk of the City of Seal Beach, do hereby certify that the foregoing resolution is the original copy of Resolution 7633 on file in the office of the City Clerk, passed, approved, and adopted by the City Council at a regular meeting held on the 14th day of April 2025.

Gloria D. Harper, City Clerk

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 1 of 14 ends

Effective: June 30, 2008 Revised: October 15, 2024
I. PURPOSE
The purpose of these Operating Guidelines is to describe the use and administration of AlertOC, the Orange County Public Mass Notification System (“System”) by the County of Orange (“County”), County agencies and departments (“Agencies”), and local jurisdictions authorized by the County Board of Supervisors (“Jurisdictions”). This document will provide roles and responsibilities at the regional level. Individual Jurisdictions/Agencies should create and maintain subordinate procedures which incorporate the regional concepts outlined below. The step-by step procedures for activation and use will be maintained in a separate document maintained by each jurisdiction/agency as a part of their emergency response plans for overall planning and response efforts. A copy of these guidelines shall be maintained in PrepareOC.

This document does not supersede any policy and procedures outlined in the Memorandum of Understandings signed by participating agencies, but should be used to support the use of the System.

Authorized users must respect the integrity of the System, understand the regulatory and privacy issues, and fully comply with the guidelines outlined in this document.

II. SYSTEM DESCRIPTION
The primary intent of the System is to disseminate early warning and time sensitive information to County businesses and community members during an emergency event. The System is only one component of the County of Orange public warning system. As deemed fit by local authorities, the System should be used in conjunction with the other public warning mechanisms including, but not limited to: route alerting, the Emergency Alert System, outdoor warning systems, and press releases.

The System is available 24/7 and has been pre-loaded with Orange County landline phone numbers (including unlisted) and countywide geographic maps. Additionally, community members have the option to provide additional contact information via self-registration portal AlertOC.gov with link access from county and all participating entity websites. The System will be used to send messages, describing the situation, impacted area, and recommended action the public should take, to affected businesses and community members via telephone, e-mail, and/or text.

The County is the sponsor of the System and will take appropriate measures to ensure that the System is in a state of operational readiness at all times. It is the responsibility of all participating Agencies to maximize community member benefits from the System.

While the County’s intent for implementing and maintaining the System is for “emergency” use, upon consent from local authorities, cities may optionally use the System to disseminate “government-related” non-emergency notifications to community members and organization resources within its jurisdiction.

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 2 of 14 ends

III. OVERVIEW OF GENERAL SYSTEM FEATURES
At minimum, the Orange County Sheriff’s Department Emergency Management Division shall acquire and maintain a System capable of meeting the following requirements:

A. Licensed for use throughout the County’s entire region B. Capable of sending Wireless Emergency Alerts and Emergency Alert System notifications
C. Capacity to send a 45 second message to 10,000 community members and businesses within 10 minutes
D. Capacity to send messages via phone, e-mail and text E. Accessible via the public internet
F. Provides audit trail logging and reporting
G. GIS map interface for geographic call list generation H. Community member self-registration web portal (available in threshold languages) I. Interactive phone survey technology and reporting
J. Interactive Voice Response based notification setup and execution K. Unlimited vendor support, with access to vendor available for Jurisdictions as needed IV. REGULATIONS AND AUTHORITIES
The System is operated in compliance with laws and regulations which are incorporated by reference into these Operating Guidelines.
• 47 C.F.R. Part 11 – Emergency Alert System
• 47 C.F.R. Part 10 – Wireless Emergency Alerts
• American with Disabilities Act
The System uses the E911 database to complete the notifications. The use of the E911 database is regulated by the California Public Utilities Code (CPUC) sections 2872 and 2891 et seq. The information contained in the E911 database is confidential and proprietary and shall not be disclosed or used except by authorized personnel for the purpose of emergency notifications. Any agency in violation of this regulation is subject to criminal charges as described in the CPUC.

V. GOVERNANCE
The County Board of Supervisors has authority over the System governance.

The Orange County Sheriff’s Department Emergency Management Division (OCSD-EMD) will manage the System as a countywide asset on a day-to-day basis. The OCSD-EMD will draft, implement and maintain policies, processes, and data related to the System. The OCSD-EMD is responsible for ensuring that the provisions of the Vendor contract are implemented properly.

The Emergency Management Council Subcommittee and the Orange County Emergency Management Organization-Technology Subcommittee are responsible for recommending plans, procedures, and policies related to the System for approval.

The Orange County Emergency Management Council and County of Orange Operational Area Executive Board are responsible for approving plans, procedures, and policies related to the System.

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 3 of 14 ends

VI. AUTHORIZED USERS
Use of the System by each Agency and Jurisdiction is contingent upon that Agency or Jurisdiction abiding by the contract with the mass notification vendor, and the protocols established by the Emergency Management Council and Operational Area Executive Board.

The System is designed to be a countywide asset, available to all Jurisdictions that have a dedicated public safety answering point (PSAP) and/or a residential population for whom they are responsible for making protective action recommendations.

An Agency may participate in the countywide System at no charge when used for emergency purposes until December 30, 2029.

Entities authorized to join the system at no cost are limited to the County, Orange County Cities, the Municipal Water District of Orange County and Orange County Retail Water Agencies, and the University of California, Irvine. Each participating Jurisdiction must sign a Memorandum of Understanding (MOU) and will maintain, at minimum, a Local Administrator responsible for implementing and administering use of the System at the local level.

A. County Level

1. County Administrator
The OCSD-EMD will assign and maintain a designated County Administrator responsible for overall acquisition, accessibility, maintenance, compliance and management of all components required to provide an effective countywide mass notification system.

The County Administrator is responsible for:

1. System acquisition and contract management.

2. Policy management and as needed modification (in consultation with public safety, emergency management and emergency response personnel.)

3. Audit compliance: routine monitoring of System use to insure policy and contract compliance.

4. Access management: record management of signed MOU from each participating Agency, distribution of local administrator accounts and updated Local Administrator contact list.

5. Data management: E911 data acquisition, update and compliance monitoring.

Countywide map file acquisition, update and overall geo-coding.

6. Testing: facilitate routine System-wide test exercise, document overall test results and recommend and execute, as needed, corrective action at the County level.

7. User Testing: verify and document County Alert and Warning Users are performing monthly tests.

8. Public education campaign: initiate and facilitate public education campaign aimed at making the public aware of the countywide public mass notification system initiative and individual registration web portal.

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 4 of 14 ends

9. Exclusion List: maintaining exclusion lists, provided by Local Administrators, in the System.

10. System support: provide support to County Users and Local Administrators.

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 5 of 14 ends

2. County User
The County will have two levels of users: Alert & Warning Users and Agency Users.

Both Alert and Warning Users and Agency Users are responsible for obtaining MultiFactor Authentication (MFA) software and will require MFA software to be functional for access to the System.

Alert & Warning Users
Orange County Sheriff’s Department Emergency Communication Bureau (9-1-1 dispatch), Control One and Emergency Management Division personnel will be setup as Alert & Warning Users. Alert & Warning Users will have permission to access and launch emergency notifications to all jurisdictions within Orange County consistent with the County of Orange and Orange County Operational Area Alert and Warning Plan.

Alert and Warning users should perform monthly tests including:

1. Logging into AlertOC

2. Sending a test message to one or more contacts

3. Checking message receipt to ensure message was delivered A Jurisdiction that contracts with the Orange County Sheriff’s Department for police services authorizes the OCSD-Control One, OCSD-Dispatch, or OCSD-EMD personnel to launch on their behalf if requested by contracted field personnel in order to launch messages in a timely manner. These jurisdictions can also launch on their own behalf.

Agency User
Agency Users will have permission to execute inter-department notifications.

Unincorporated areas of Orange County will have emergency messaging to the public launched by the Orange County Sheriff’s Department. All other County Agencies may have access to use the System for interdepartmental use. Each participating Agency shall develop and maintain written procedures to identify and address the Agency’s specific use of the System within the scope of this policy guide and provide this guideline to the Orange County Sheriff’s Department Emergency Management Division. Each participating County agency shall maintain a level of training for their users consistent with the County of Orange and Orange County Operational Area Alert and Warning Plan.

B. Jurisdictions
Jurisdictions wishing to participate may do so by having an authoritative representative sign the “Orange County Public Mass Notification System” MOU. Upon signing the MOU, the Jurisdiction will identify a Local Administrator. The Local Administrator completed specified training and certifications before being provided with an account. Throughout the term of the MOU, the Jurisdiction may use the System to send an unlimited number of emergency notifications to the public as well as an unlimited number of emergency and non-emergency inter-department messages. Each participating Jurisdiction shall develop and maintain written procedures to identify and address the Jurisdiction’s specific use of the System within the scope of this guideline. Each participating Jurisdiction shall maintain a level of training County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 6 of 14 ends

for their users consistent with the County of Orange and Orange County Operational Area Alert and Warning Plan.

1. Local Administrator
Participating Jurisdictions agree to appoint a designated Local Administrator responsible for leading, coordinating, monitoring and optimizing use of the System at the local level.

Local Administrator shall act as the Jurisdiction’s central point of contact and will work collaboratively with the County Administrator to ensure local use of the system is within MOU and Operating Guidelines.

Local Administrator is responsible for:

1. Contract acquisition if Agency will use the system for non-emergency purposes.

2. Local Agency Mass Notification Operating Procedure development and management.

3. Use compliance: routine monitoring to ensure System is used within the conditions and terms of this document and associated MOU.

4. Access management: Local User account distribution and management, including an annual audit of accounts; annual attestation that all Local Administrators and Local Users are authorized to continue accessing the system.

Record management of MOU(s) and signed Local User certifications.

5. Testing: facilitate routine local System test exercise, document local test results and recommend and execute, as needed, corrective action at the local level.

6. User Testing: verify and document Local Users with Alert and Warning responsibilities are performing monthly tests.

7. Public education campaign: initiate and facilitate public education campaign aimed at making the local community aware of the intended use of the System and individual registration web portal.

8. System support: provide support to Local Users.

9. Providing logins and procedural training to key individuals within their Agency responsible for using the System.

10. Exclusion Lists: provide annually a review of the exclusion list for businesses, phone numbers, and organizations in the Participating Jurisdiction.

11. Training: ensuring Local Users complete security awareness training that covers at a minimum the following areas: proper protection, handling, dissemination, and destruction of confidential information (CI); threats, vulnerabilities, and risks associated with handling of CI; social engineering; system responsibilities and expected behavior; account usage and management – including password creation, protection, and frequency of changes; system usage – allowed vs. prohibited; incident response; physical security; email protection – phishing threats and business account compromise

12. Incident Response: Local Administrator is responsible to immediately notify OCSD of any incidents that could lead to the unauthorized or accidental use, modification, disclosure, or destruction of any information contained within the system.

2. Local User:

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 7 of 14 ends

Participating Jurisdictions may have an unlimited number of Local Users. Local Users will have access to community member contact records within their Jurisdiction or Service District. Local Users will be authorized and managed by the Local Administrator and may have varied system permissions. For Water Retail Water Agencies, Local Users may use the System to send emergency notifications to the public by using preestablished GIS shape files or the system’s interactive map feature to identify their water users.

Local Users are responsible for obtaining Multi-Factor Authentication (MFA) software and will require MFA software to be functional for access to the System.

If a local user has access to send Alert and Warning messaging to the public then the local user should perform monthly tests including:

1. Logging into AlertOC

2. Sending a test message to one or more contacts (this can be the Alert and Warning User)

3. Checking message receipt to ensure message was delivered County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 8 of 14 ends

VII. AUTHORIZED USE
A. Emergency Public Notifications
Legal restrictions exist related to issuing different types of messages through the System.

All Users are required to know and understand these restrictions. The Form in Attachment B delineates the requirements for each type of message.

As a general principle, the System is to be used when the public is being asked to take some action (e.g. evacuate, prepare to evacuate, shelter in place, boil tap water before drinking, local assistance centers and other follow up information, re-entry to an area after evacuation orders have been lifted or termination of the emergency because the danger has passed).

Use of the System for emergency activity contains two components: (1) the need to disseminate critical, safety-related information to individuals regarding emergency events occurring now, follow up information regarding the event and termination of the emergency event, and (2) communicating with safety-responder staff, volunteers and involved parties about the emergency event.

Emergency Public Notifications are limited to:

1. Imminent or perceived threat to life or property

2. Disaster notifications

3. Evacuation notices

4. Public health emergencies

5. Public safety emergencies

6. Any notification to provide emergency information to a defined community The following criteria should be used to assist with determining the need to issue an alert:

1. Severity. Is there a significant threat to public life and safety?

2. Public Protection. Is there a need for members of the public to take a protective action in order to reduce loss of life or substantial loss of property?

3. Warning. Will providing warning information assist members of the public in making the decision to take proper and prudent action?

4. Timing. Does the situation require immediate public knowledge in order to avoid adverse impact?

5. Geographical area. Is the situation limited to a defined geographical area? Is that area of a size that will allow for an effective use of the system, given the outgoing call capacity?

6. Are other means of disseminating the information inadequate to ensure proper and time delivery of the information?

7. Is the message being sent follow up information to an emergency event in progress? If the answer to ALL of these questions is “Yes”, then an activation of the System for emergency purposes may be warranted.

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 9 of 14 ends

Illustrations of incidents which may be Emergency Public Notifications are included in Attachment A.

Participating Agencies are authorized to develop pre-established notification lists and messages related to specific types of emergencies. The circumstances for using these lists should be documented within County emergency plans and annexes approved by the Emergency Management Council, and their establishment coordinated with the County Administrator. Such documentation should include which forms of System notification will be used (e.g., opt-in agency data). During emergencies, messages will be coordinated with the Operational Area Emergency Operations Center or OCSD-EMD. These lists may include special populations (e.g. in-home care, schools, etc.) or those susceptible to certain risks (e.g. homes within dam inundation zone). It is the responsibility of the participating Agency to create, maintain and update these lists.

B. Emergency Responder Notifications
Emergency Responder Notifications are limited to:

1. Contacting first responders to advise of an emergency

2. Contacting first responders to report for duty due to an emergency

3. Contacting key staff regarding an emergency or crisis situation

4. Contacting agency employees/DSWs to report at a different time or location (or provide an update) due to an emergency

5. Exercises
Emergency considerations:

1. Notification shall clearly state situation is an emergency

2. Message length shall not exceed 60 seconds

3. Message shall have a call back number specific to the agency issuing the notification.

4. It is highly recommended all messages are recorded using a real voice and not the computer transcriber.

5. It is highly recommended to provide a phone number or website where the public can obtain additional or updated information

6. An all clear notification should be sent when applicable C. Non-Emergency Public Notifications
Non-emergency public notification use is prohibited for any of the following purposes:

1. Any message of commercial nature

2. Any message of a political nature

3. Any non-official business (e.g. articles, retirement announcements, etc.)

4. To send a message to an E911 obtained data source
E911 data is cannot be used for non-emergency use except for testing according to the law California Public Utilities Code (CPUC) sections 2872 and 2891.1 and violators may be subject to criminal enforcement. Any Agency or Jurisdiction in violation of this term may have their use of the System suspended or their individual access revoked.

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 10 of 14 ends

No Jurisdiction shall use the System for non-emergency public announcements unless a separate contract with the Vendor is established. Cost associated with non-emergency public notifications is the responsibility of the local Jurisdiction. Jurisdictions will be limited to using the self-registering portal entry data only when launching non-emergency messages.

Jurisdictions who contract to use the System for non-emergency activity agree to give precedence to emergency notification call-outs by delaying or terminating non-emergency notification sessions if needed to increase emergency message success. The primary concern for point of failure in this situation is not the System, but the telephone port capacity of local phone providers responsible for delivering calls to community members and businesses.

D. Inter-Department Communication
Each participating Agency and Jurisdiction is authorized to create employee/volunteer and department call lists and pre-recorded messages. Agencies and Jurisdictions may use the System for non-emergency inter-departmental business communication as needed, without cost. It is recommended that individual Agencies identify where this would add value to their operations and establish separate written protocols and procedures for this use. Interdepartmental users will have permission to inter-departmental contact information only and are authorized to use the System solely for inter-departmental communication including but limited to first responder or volunteer call-outs.

VIII. ACTIVATION OF THE SYSTEM
Each Jurisdiction is responsible for launching messages to affected community members and businesses within their Jurisdiction or Service District. • For messages launched by Jurisdictions on their own behalf, Jurisdictions are responsible for identifying and documenting who has the authority to launch messages.
• For messages launched by the County on behalf of Jurisdictions, the County requires the message be authorized by either the City Manager, City Police Chief, City Fire Chief, City Emergency Manager, or by public safety personnel on the incident scene with Incident Commander approval. Exigent circumstances will be evaluated on a case-by-case basis if the preceding individuals are not available.

The County of Orange and Orange County Operational Area Alert and Warning Plan is incorporated by reference. This document delineates the processes for coordinating all alert and warning notifications, including those transmitted using this System.

IX. LIMITATIONS OF THE SYSTEM
Every effort will be made by the County to ensure the System operates in the manner described in the SOP. However there are limitations of technology which may cause the system to fail or provide inconsistent message delivery. Some of these limitations include:
• Cell Phone Disruptions
• Cell Phone Reception Coverage
• Public Safety Power Shutoff events
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 11 of 14 ends

X. ROUTINE TESTING
Monthly System tests will be conducted to ensure that use of the System in an emergency is optimized and users are familiar with operation. All users should perform monthly message proficiency tests. Users who do not login and perform a message proficiency test at least yearly are subject to removal as a user from the System.

The System will have an annual regional test. This includes testing operational readiness, activation procedures and system effectiveness as well as validating data and system processes. Through the annual test exercise, System administrators and users will be able to observe the mode of operation to augment and refresh System and process knowledge.

Specific test exercise routines, roles, responsibilities and schedule will be detailed in the County of Orange and Operational Area Alert and Warning Plan.

By signing the Mass Notification System MOU, participating Jurisdictions agree to take part in System drills and exercises.

XI. CONFIDENTIALITY AND SECURITY
Through the “Memorandum of Understanding between the County of Orange and Participants for use of Countywide Mass Notification System,” each agency is bound in writing to the confidentiality obligations sufficient to permit agencies to fully perform its obligations under this policy or the vendor agreement. Jurisdictions and Agencies shall be responsible for:

1. Ensuring users have completed an appropriate background check and undergone annual security awareness training.

2. Protecting Confidential Information (CI) contained within the system against accidental or unauthorized use, modification, dissemination, or destruction.

3. Ensuring that users maintain the confidentiality of all user login and password information;

4. Ensuring that users follow the 90 day password expiration limit;

5. Ensuring that users use the service in accordance with all applicable laws and regulations, including those relating to use of personal information;

6. Immediately notifying the County Administrator of any security incident that could lead to the unauthorized access, use, modification, dissemination, or destruction of CI contained within the system.

7. Any breach of the terms of this policy or the vendor agreement by any user; and

8. All communications by users using the service.

XII. COSTS
The County of Orange agrees to fund the System for notifications classified as “emergency use.” The County of Orange also agrees to continue to obtain updated E911 telephone data and geographic maps.

Costs associated with use of the System for non-emergency activity is the responsibility of the local Jurisdiction through separate contract with the Vendor.

XIII. DEFINITIONS
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 12 of 14 ends

System – All components of the Mass Notification System including hardware, software, access portals, contact data and GIS maps.

Community members – Comprises individuals and businesses.

Emergency - “Emergency” shall include, but not be limited to, instances of fire, flood, storm, epidemic, riots, or disease that threaten the safety and welfare of the individuals and property located within the boundaries of the county and participants’ respective jurisdictions.

XIV. REVISION HISTORY
Revision Date Author Description
April 18, 2008 PMNS Policy
Committee
Document originated
May 19, 2008 PMNS Executive
Review Team
Non-emergency session termination in
Section V., Item C.

June 16, 2008 Teara LeBlanc Exception clause in Section VII, Item A., bullet 2.

May 2010 Vicki Osborn Revision of all sections
June 2012 Raymond Cheung Revision for OCSD transition
May 2013 Raymond Cheung Revision for new vendor contract May 2016 Raymond Cheung Added confidentiality item to Section V., Item C. and allowed non-emergency use in
Section V., Item B. and Section VIII.

June 2021 Harmon “Jay” Ward Revision for new contract
Revision of Sections II, III, IV, V, IX, and XI.

October 2024 Harmon “Jay” Ward Revision for new contract; added User Testing for County and Local Jurisdictions in
Sections VI and X; added City Emergency
Manager as Authorized Requestor in
Section VIII; added Section IX; added
password expiration in Section XI.

County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 13 of 14 ends

XV. ATTACHMENT A – INCIDENT ILLUSTRATIONS
This is a non-exhaustive list provided as examples.

Type of Incident Description Meets
Public
Safety
Criteria
Active Shooter A shooting with armed individual or individuals is occurring in a known area.

Yes
Boil Water
Orders
An unsafe water supply issue requiring the public to boil water before use.

Yes
Building Fire A fire occurring in an urban area requiring evacuation or shelter in place for the immediate area.

Yes
Violent Crimes Violent crimes that just occurred such as robbery, assault, murder, etc.

Yes
Felony Suspect
at Large
Law enforcement is currently searching for a felony
suspect that is suspected to be in a certain area.

Yes
HazMat Hazardous Materials incidents that require a fire/hazmat response and may include evacuations or shelter-inplace orders.

Yes
Health Orders Any public health order made pursuant to County Health Officer recommendations.

Yes
Missing Adult
(920A) with
special circs
12- 17 yrs with decreased mental capacity or medical
condition
Yes
Missing Child
(920C)
12 yrs or younger Yes
Missing Juvenile
(920J)with
special circs
18 yrs and older 12- 17 yrs with decreased mental
capacity or medical condition
Yes
Severe Weather
Related
Weather warnings that forecast an occurring or
imminent threat to public safety or coincide with
protective action recommendations such as voluntary or
mandatory evacuation orders.

Yes
Evacuation or
Shelter-in-Place
Voluntary or mandatory evacuation or shelter-in-place
orders.

Yes
Wildland Fire A fire occurring in a wildland urban interface area requiring immediate evacuation or shelter-in-place.

Yes
Road Closures Unplanned road closures due to an emergency situation.

Yes
Planned Events Road closures due to community events planned in advance.

No
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines

Page 14 of 14 ends

XVI. Attachment B – AlertOC/WEA/EAS Activation Form

Seal Beach City CouncilApril 14, 2025

Seal Beach City Council
April 14, 2025