Visalia City Council
June 16, 2025

Now that the City has explored design alternatives and settled on revised design parameters to utilize moving forward, the City intends to provide Carollo with the revised models and associated documentation. Under this task, Carollo will:
 Validate the City-revised existing and future conditions models. Review the revised models and associated documentation for flaws in approach, methodology, assumptions, and engineering judgement. Bring any identified flaws and proposed improvements or solutions to the attention of City staff for discussion.  Based on discussions with City staff, further modify the models as needed for sound engineering practice.

Deliverables:
 Memorandum summarizing findings of model review
 Carollo-validated (and revised if necessary) Existing Conditions and Future Conditions SWMM models  GIS deliverables (packaged geodatabase with layers/shapefiles for SWMM elements) Task SD-2 – Master Plan Redevelopment
Carollo will revise the draft Storm Master Plan as part of this task. The revised Storm Master Plan will be updated to:
 Provide direction for development
» Identify tributary areas
» Propose pipe sizes and depths
» Identify (potential) basin locations
» Propose basin capacities (and dimensions)
» Clearly define design criteria
 Level of Protection for different types of infrastructure  Minimum pipe sizes, slopes, and velocities
 Accepted calculation methods
– Establish runoff coefficients and other constants
 Provide a basis for updating the storm impact fees
» Outline Master Plan CIPs with defensible cost estimates (include discussion of cost estimate methodology)
» Clearly define included and excluded costs (what is covered by the impact fee)  Provide a high level basis for updating the storm service charges » Outline Master Plan CIPs to address existing deficiencies  Articulate design criteria used to evaluate the existing system  Provide defensible cost estimates for CIPs for identified deficiencies  Provide placeholder/generalized CIPs for MS4 Compliance deficiencies » Include a recommendation of further evaluation of the conveyance capacity of the waterways, and for further regional flood control efforts
671
Katherine Woodhull-Fuget
City of Visalia

 Discuss value/drawbacks of integrated modeling of the waterways » Estimate R&R needs based on estimated age of existing system  Provide rough order of magnitude estimates for replacement of aging/failing infrastructure, including culverts
» Estimate operation and maintenance costs given projected growth and maintaining an acceptable level of service
 Articulate how the design criteria were established
» Discuss how the City’s design methodology, philosophy, and criteria have changed over time  Ex: shift from detention to retention
» Discuss the differences between the continuous modeling approach and the rational method, and the steps taken to converge the two
 Discuss overlap between storm master plan and MS4 compliance » MS4 hydromodification requirements (development peak runoff cannot exceed pre-development peak runoff of 2-year 24-hour design storm)
Under this task, Carollo will revise the draft Storm Master Plan draft prepared by CWE to meet the needs outlined above. Modifications to specific sections of the draft are outlined below.  Executive Summary – update
 1. Introduction – update to discuss previous efforts in more depth, as appropriate  2. Existing Conditions – revise to add more description of the existing drainage system design and less detail into the ditch agreements
 3. Basis of Design – update
» 3.1. Level of Protection – elaborate on the listed level of protection. Provide the additional context of the modeling method used in 1994 in comparison with the Rational method used to check incoming development. Explain what the estimated level of protection provided by existing infrastructure is (e.g., roughly 2-year).
 The 1994 MP did not run a 10-day duration storm, it ran a 1-day storm for both the 2-year and the 10-year events. All of the in-town regional basins outlined in the 1994 MP were designed as detention, not retention. The 1994 MP only identified the waterways and the Goshen Drain as “Major Drains” subject to the 10-year level of protection, with everything else identified as Minor (Collector) Drains sized for no less than the 2-year level of protection (in many cases a value somewhere between the 2-year and the 10-year was selected).
 Incoming development has been evaluated using the Rational method and only held to a 2-year level of protection for conveyance. Basins have been sized using the rational coefficients and so provide capacity less than that required by modeling a continuous 10-year, 10-day storm. 672
Katherine Woodhull-Fuget
City of Visalia

» 3.2. Low Impact Development – elaborate on implications of MS4 compliance on storm drain infrastructure and master planning. Describe the impact, if any, increased LID implementation will have on the functionality of the overall system
 4. Hydrologic Analysis – update based on City’s modeling efforts » 4.1. Modeling Approach – update, note removal of seepage from sizing of storage units » 4.2. Scenarios – update design storms
» 4.3. Subcatchment Delineation – update figures
» 4.4. Rainfall – elaborate on NOAA Atlas 14 data usage. Include discussion of variability across the City and defend the use of a single set of values city-wide
» 4.5. Infiltration – provide source information for the curve numbers and land cover data (or tie back to section 4.1). Add a comparison of mapped hydrologic groups with those in the 1994 master plan (the dominant soil type in the 1994 MP was type C but the updated soil survey has the dominant type as type B) and discuss the implications on model results.
» 4.6. Runoff – update to reflect removal of percent imperviousness because it is already accounted for in the CN. Note that subcatchments with zero slope were estimated based on neighboring catchments to ensure their runoff was accounted for.
 5. Hydraulic Analysis of Waterways – Add a disclaimer to this section regarding the limited usefulness and accuracy associated with the 2006 LiDAR data used by CWE, which was modified based on the assumption that there was ponded water or vegetation. The disclaimer would also apply to the associated model results. » 5.1. Modeling Approach – explain the rationale of the selected modeling approach of using HEC-RAS models for the waterways, rather than a single model in SWMM5 » 5.2. Stormwater Outfall Flows – Update based on City’s modeling efforts. Clarify, as appropriate, how the outfall peak flows were derived from the model(s) and discuss the uncertainty involved in comparing the sum of outfall discharges distributed along a waterway with the channel capacity of point cross-sections. » 5.3. Analysis and Results – discuss, as appropriate, the use of 2006 LiDAR data and the assumptions involved in modifying cross-sections. Describe what flows were applied to the HEC-RAS models and where, and clearly articulate under what circumstances (and design storm) bank overtopping occurs.  6. Hydraulic Analysis of Basins, Pumps, & Pipe Network » 6.1. Modeling Approach – Elaborate on the dynamic wave method vs kinematic wave method. At a minimum, note that the 1994 MP used the kinematic wave method and explain why the dynamic wave method was used instead.
» 6.2. Existing Conditions Model Components – update based on City’s modeling efforts » 6.3. Existing Conditions Deficiencies - update based on City's modeling efforts » 6.4. Future Conditions Model Components - update based on City's modeling efforts  6.4.1. Storage Basins – elaborate on design of future storage basins. Include discussion of water depths in park-basin facilities
 7. Stormwater Management Alternatives
673
Katherine Woodhull-Fuget
City of Visalia

» 7.1. Level of Protection – provide an evaluation of the current and alternative levels of protection. Discuss the implications of changing the level of protection and make a recommendation. » 7.2. Stormwater Storage – elaborate on the current approach to stormwater storage and how it differs from the historical approach. Discuss alternative approaches to stormwater storage (detention vs retention, shared-use vs single-use facilities, etc.) and make a recommendation. » 7.3. Stormwater Conveyance – elaborate on methods of conveyance and their implications.  8. Proposed Improvements
» 8.1. CIP Cost Estimates – provide more information as to the cost estimate methodology, including contingencies and unit costs.
» 8.2. Existing Conditions CIPs – update based on City modeling efforts. Add discussion of the need for MS4 compliance CIPs, CIPs for waterway capacity deficiencies, regional flood protection projects, and localized flooding projects. CWE ECIP #11 will be kept, but it will be rewritten » 8.3. Future Conditions CIPs – update based on City modeling efforts  9. Water Quality Measures – discuss overlap between storm master plan and MS4 compliance  Appendices
» Appendix A: Photographs of Flooded City Areas – Photographs of flooding not addressed by any proposed projects will be excluded in the document
» Appendix B: Basins, Pumps, and Pipe Network Map – provide a larger map with more detailed information, if appropriate
» Appendix C: Existing Conditions CIPs – update/redo based on City modeling efforts. Anticipate 1 to 2 new/revised sheets
» Appendix D: Matrix Ranking of Existing Conditions CIPs - update/redo based on City modeling efforts » Appendix E: Future Conditions CIPs - update/redo based on City modeling efforts. Anticipate 33 new or revised sheets
» Appendix F: Matrix Ranking of Future Conditions CIPs - update/redo based on City modeling efforts  New Chapters/Sections to add:
» Design Criteria for Master Plan Implementation
 Clearly articulate design criteria and methodology to be used by development  Include methodology for upsizing and criteria for reimbursement of lines not explicitly included in master plan (for pipe oversizing)
– Develop a high-level estimate for pipe oversizing for incorporation in CIP. This could be based on a high-level percentage assumption.
» Recommendations for Future Studies
Deliverables:
 Draft Revised Storm Master Plan (in both Microsoft Word and PDF formats)  Final Storm Master Plan (in both Microsoft Word and PDF formats) 674
Katherine Woodhull-Fuget
City of Visalia

Task SD-3 – CEQA Assistance – Optional or Not-to-Exceed The City has procured the environmental consulting firm Dudek to fulfill the CEQA compliance requirements of adopting the Storm and Sewer Master Plans. At this time, the Storm Master Plan is expected to require an Initial Study and Programmatic Environmental Impact Report. Under this optional task, Carollo would provide the City with assistance in providing information to Dudek during the CEQA process. Additionally, should the environmental review process trigger the need to modify projects in the Storm Master Plan, Carollo would revise the Storm Master Plan under this task.

Deliverables:
 Exhibits if requested (native files preferred)
 Revised Storm Master Plan if necessary (in both Microsoft Word and PDF formats) Task SD-4 – Storm Nexus Study Additional Work
Carollo will update the Storm Rate Study from the original Task 4 Nexus Study. This update will include incorporating the most recent financial, capital, and customer billing data from the City into the previously developed models.

Task 4.1: Project Initiation
A kickoff meeting will be used to formalize lines of communication between Carollo and the City’s team, finalize the project schedule, and ensure project goals and objectives are clearly defined, delineated, and understood by all parties. Additionally, milestones for project deliverables will be established.

Carollo will prepare a data request list and submit it to the City staff upon Notice to Proceed. As data is received, we will review each data item for completeness and clarity so we can follow up with additional requests or questions if needed. Some data may have previously been sent to Carollo, but we may need most up to date data.

Task 4.1 Deliverables
 Kick-off meeting workshop with City staff.
 Data request list for Nexus Study.

Task 4.2: Calculate Storm Impact Fees
Carollo will review and confirm the previously agreed upon impact methodology for appropriateness. Carollo will utilize the model developed in the original Task 4 Study. The recommended impact fee will be in line with industry best practices and in compliance with California legislation.

Task 4.2 Deliverables
 Identify impact fee methodology.
 Calculate impact fee.
 Meeting to discuss results (web-based).
675
Katherine Woodhull-Fuget
City of Visalia

Task 4.3: Storm Impact Fees Documentation and Presentation Carollo will present preliminary findings and recommendations in successive drafts for review and comment by City staff (up to 2 revisions of each report before authorization to produce final). The report will include the aspects identified in the California Department of Housing and Community Development Impact Fee Nexus Studies Template. Carollo will incorporate City comments and revisions into the Final Nexus Study Report.

Carollo will attend and present the draft and final Rate Study Report at one (1) City Council meeting.

Task 4.3 Deliverables
 Draft Storm Impact Fee Nexus Report (in Microsoft Word and PDF format) with up to 2 revision cycles.  Final Storm Impact Fee Nexus Report (in Microsoft Word and PDF format).  Attendance and presentation (in Microsoft PowerPoint and PDF format) of Final Sewer Rate Study Report at one City Council meeting.

Task 4.4: Community Outreach
Carollo will facilitate with City staff up to two community meetings to present study updates and findings. We will assist City staff to prepare presentation materials prior to each meeting. Some community members may not be familiar with cost of service and rate design, so much of the material may be focused on educating members about cost of service and rate design principles and methodologies. We will help ensure that the attendees understand the process and calculations that result in our recommendations.

Task 4.4 Deliverables
 Facilitate two community outreach meetings (in-person) to be combined with the Rate Study meeting.  Minutes for each meeting.

Task SD-5 – Storm Rate Study Additional Work
Carollo will update the Storm Rate Study from the original Task 4. This update will include incorporating the most recent financial, capital, and customer billing data from the City into the previously developed models.

Task 5.1: Project Initiation
A kickoff meeting will be used to formalize lines of communication between Carollo and the City’s team, finalize the project schedule, and ensure project goals and objectives are clearly defined, delineated, and understood by all parties. Additionally, milestones for project deliverables will be established. Some data may have previously been sent to Carollo, but we may need most up to date data.

Carollo will prepare a data request list and submit it to the City staff upon Notice to Proceed. As data is received, we will review each data item for completeness and clarity so we can follow up with additional requests or questions if needed. Some data may have previously been sent to Carollo, but we may need most up to date data.

Depending on the City’s desired start for Task SD-4 and SD-5, the kickoff meeting for these two tasks can be one meeting.
676
Katherine Woodhull-Fuget
City of Visalia

Task 5.1 Deliverables
 Kick-off meeting workshop with City staff.
 Data request list for Rate Study
Task 5.2: Storm Rate Study Revenue Requirements (Funds 222 and 481) Carollo will analyze the short- and long-term sufficiency of the fund’s existing revenues against existing and forecasted operational and capital expenditures, including potential repair and replacement needs that have been identified in the City’s capital improvement program. The revenue requirements analysis will be undertaken in close collaboration with City staff. Future changes in expenditures due to regulatory requirements, including both capital and level of service objectives, can be evaluated and incorporated into the forecast.

A multi-year financial plan will be prepared with projections of expenses, revenues, and reserves. These expense projections will focus on providing adequate funding for operating and capital expenses. Carollo will consider up to two capital planning horizon scenarios. The multi-year financial plans will indicate the annual revenue increases needed to fund the project expenses and to maintain adequate reserves.

As part of this task, Carollo will develop capital deficiencies based on Task SD-1 and discussions with City staff.

Task 5.2 Deliverables
 10-year capital deficiencies.
 10-Year revenue requirement forecast (two planning horizons).  Two workshops with City staff (web-based).

Task 5.3: Cost of Service Analysis
The cost of service analysis will justify and allocate the revenue requirements among customer classes. A cost of service analysis will be conducted, beginning with updating the functional and cost component allocations.

Separate allocations for O&M and capital costs will be developed. Carollo uses methodologies endorsed by AWWA and WEF to allocate costs to functional categories, cost components, and customer classes.

Task 5.3 Deliverables
 Costs by customer class.

Task 5.4: Service Charges Calculation
Where the cost of service analysis determines the allocation of costs between various functions, the service charge calculation is used to ensure each customer, within a class, is paying their appropriate and reasonable share. We will develop a five-year service charge plan to transition the City from your existing rates to cost-based rates by Year 5. Any proposed charges will be in compliance with City ordinances and voter-approved propositions, and state and federal regulations and requirements.

Task 5.4 Deliverables
 5-year rate schedule.
677
Katherine Woodhull-Fuget
City of Visalia

 Bill impacts.

Task 5.5: Community Outreach
Carollo will facilitate with City staff up to two community meetings to present study updates and findings. We will assist City staff to prepare presentation materials prior to each meetings. Some community members may not be familiar with cost of service and rate design, so much of the material may be focused on educating members about cost of service and rate design principles and methodologies. We will help ensure that the attendees understand the process and calculations that result in our recommendations.

Task 5.5 Deliverables
 Facilitate two community outreach meetings (in-person) to be combined with the Nexus Study meetings.  Minutes for each meeting.

Task SD-6 – Project Management
Project management activities associated with tasks SD-1 through SD-5 will be conducted as part of this task, including day-to-day administration, communication with the City, coordination, and progress meetings. Carollo will administer the project to maintain project schedule and budget. The project progress and budget status will be included in monthly progress reports that will be attached to billing invoices.

Additionally, monthly progress reports shall include a list of work completed for the time period and meeting minutes for all meetings held during the time period.

Biweekly informal project status meetings/calls between the project team and the City will also be conducted as a part of this task. It is assumed that up to 20 bi-weekly calls (30-minutes or less) will be conducted throughout the project duration. Carollo will be responsible for providing meeting agendas and minutes for each meeting.

Meeting agendas shall be provided to the City prior to the meeting and meeting minutes shall be provided to the City within 2 working days after the meeting. These agendas and minutes shall clearly outline any needs from the City and dates when the information is needed by.

678
Katherine Woodhull-Fuget
City of Visalia

Fee Proposal
The following proposed fee schedule (Attachment A) is included to provide a lump sum effort change order of $115,700 to complete the above-described scope of work. Work will be completed on a Lump Sum basis and billed by percent complete for each task provided on the fee schedule.

Schedule
Based on our experience with similar studies and discussions with City staff, we estimate a project timeline of approximately fourteen (14) months to complete all tasks and perform council presentations/workshops. See Attachment B for the Schedule task breakdown.

We look forward to working with you on this project. Please feel free to contact Reace Fisher (559)-696-4961 for questions, comments, or changes.

Sincerely,
CAROLLO ENGINEERS, INC.

Ryan Sellman, PE Reace Fisher, PE
Principal-in-Charge Project Manager
 RS:ib
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Principal-inCharge Project Manager Technical Advisor Project Engineer Staff Analyst Engineering Support Document
Processing/
QC
Task Task Description
Remaining
Budget
$311 $291 $325 $240 $154 $291 $142
SD-1 2 6 8 28 58 34 4 140 $31,082 $2,600 $0 $33,700SD-2 Master Plan Redevelopment 2 12 6 52 166 24 16 278 $53,364 $4,700 $0 $58,100SD-3 CEQA Assistance, Optional 0 4 2 8 10 6 0 54 $7,020 $900 $0 $8,000SD-4 Storm Nexus Study Additional Work 1 24 2 0 24 6 1 58 $13,529 $1,000 $7,348 $7,200SD-5 Storm Rate Study Additonal Work 1 24 2 0 32 2 1 62 $13,597 $5,000 $18,600 $0SD-6 Storm Project Management 0 20 0 10 0 0 0 30 $8,220 $500 $0 $8,700 6 90 20 98 290 72 22 622
$1,866 $26,190 $6,500 $23,520 $44,660 $20,952 $3,124 $126,812 $14,700 $25,948 $115,700 Notes:2. Budget is based on a 14-month overall project completion schedule. Additional time over 14-months will incur additional cost.3. Other Direct Costs include project equipment/communication, workshop materials, expert necessary travel.

1. Budget is based on an estimated level of effort based on our interpretation of the project requirements based our discussions with the Owner.

Model Review
Storm Total:

May 9, 2025
Storm Total Hours:

Storm Project
Carollo Labor
Total
Hours
Labor
Cost
Total Change
Order (1,2)
Nexus Study Support
Attachment A - Fee Schedule

CITY OF VISALIA
Total ODC
Cost(3)
680
Task Task Description
June July Aug Sep Oct Nov Dec Feb Mar Apr May Jun July Aug SD-1SD-2 Master Plan RedevelopmentSD-3 CEQA Assistance, OptionalSD-4 Storm Nexus Study Additional WorkSD-5 Storm Rate Study Additonal WorkSD-6 Storm Project Management 14-Month Duration Min Storm Project
Model Review
Task
Assumes 6 months - May Vary
To Start at end of CEQA ProcessTo Start at end of CEQA Process Attachment B - Schedule
Nexus Study Support

CITY OF VISALIA
May 9, 2025
681
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0222 Agenda Date: 6/16/2025 Agenda #: 11.

Agenda Item Wording:

Authorization to apply for the U.S. Department of Transportation (USDOT) Safe Streets and Roads for All (SS4A) Grant Program - Authorization to submit a multijurisdictional application in partnership with the Tulare County Association of Governments (TCAG) to the USDOT SS4A Grant Program for a Planning and Demonstration Grant in the development of a Regional Services Center Multimodal Action Plan for the Downtown area in an estimated amount of $1 million (Resolution No.2025-47 required).

Deadline for Action: 6/16/2025
Submitting Department: Administration
Contact Name and Phone Number:

John Lollis, Assistant City Manager, [email protected], (559)713-4323 Department Recommendation:

Authorize staff to submit a multijurisdictional application in partnership with the Tulare County Association of Governments (TCAG) to the U.S. Department of Transportation (USDOT) Safe Streets and Roads for All (SS4A) Grant Program for a Planning and Demonstration Grant in the development of a Regional Services Center Multimodal Action Plan for the Downtown area in an estimated amount of $1 million (Resolution No. 2025-47 required).

Summary:

On March 28, 2025, the U.S. Department of Transportation (USDOT) announced the opportunity to apply for approximately $982 million in competitive grants for the fiscal year (FY) 2025 Safe Streets and Roads for All (SS4A) Grant Program, split between $580 million for Implementation Grants and approximately $402 million for Planning and Demonstration Grants. Eligible applicants are metropolitan planning organizations (MPOs), political subdivisions of a State or territory (e.g. counties, cities, towns, special districts, certain transit agencies, and similar units of local government), federally recognized Tribal governments, and a multijurisdictional group of entities described in any of the previously mentioned types of entities. Applications are due June 26, 2025.

Funds for the FY 2025 SS4A grant program are to be awarded on a competitive basis to support planning, infrastructure, and behavioral and operational initiatives to prevent fatalities and serious injuries on highways, streets and roadways involving all roadway users, including pedestrians, bicyclists, public transportation, motorists, personal conveyance and micromobility users, emergency vehicles, and commercial vehicle operators.

The USDOT expects to award between forty (40) and seventy (70) Implementation Grants in the funding range of $2.5 million to $25 million. With respect to Planning and Demonstration Grants, the Visalia City Council Page 1 of 3 Printed on 6/13/2025
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File #: 25-0222 Agenda Date: 6/16/2025 Agenda #: 11.

USDOT expects to award between 400 and 700 in the funding range of $100,000 to $5 million.

Eligible project types for application include:

1. Develop a comprehensive safety action plan (Action Plan)

2. Conduct supplemental safety planning to enhance an Action Plan.

3. Carry out demonstration activities to inform the development of, or an update to, an Action Plan.

4. Perform planning, design, and development activities for projects and strategies identified in an Action Plan.

5. Implement projects and strategies identified in an Action Plan that address roadway safety problems.

Given the City does not have a federally recognized Action Plan for the purposes of this grant opportunity, the City first needs to apply for a Planning and Demonstration Grant to develop an approved Action Plan to subsequently apply for an Implementation Grant in a future grant cycle.

Background Discussion:

In FY 2024, the SS4A Grant Program made awards for over $1.2 billion to 710 eligible entities, including 640 Planning and Demonstration Grants totaling approximately $435 million, and seventy (70) Implementation Grants totaling approximately $806 million.

In 2020, the City drafted a Central Visalia Traffic Safety Action Plan with recommendations for a bicycle and pedestrian facility network in Downtown and East Downtown Visalia, with the recommendations serving as guidelines to make the study area more walkable and bikeable. In staff’s review of this plan, the plan addresses approximately five (5) of the eight (8) components necessary for a federally recognized Action Plan. One of the purposes of the Planning and Demonstration Grant would be to update and address each of the necessary components for an federally approved Action Plan.

With respect to potential demonstration activities of the Planning and Demonstration Grant, City and TCAG staff have been coordinating on the development of a demonstration project on Main Street to improve the pedestrian experience and make the Downtown area more walkable. TCAG has committed to funding both the federal and State environmental clearance of the entire Downtown project area to support eligibility for both federal and State funds, as well as fund the design and construction of pedestrian improvements on Main Street with Measure R Bike/Pedestrian (Air Quality) funds. The City also has $1.3 million in federal Community Development Block Grant (CDBG) funds programmed in support of the demonstration project.

As part of the Planning and Demonstration Grant, eligible demonstration grant activities include:

1. Feasibility studies using quick-build strategies, low-cost, and temporary materials that have the potential to inform future permanent projects;

2. Manual on Uniform Traffic Control Devices (MUTCD) engineering studies that further safety applications of the MUTCD;

3. Behavioral or operational activity pilot programs that include at least one (1) element of the Visalia City Council Page 2 of 3 Printed on 6/13/2025
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File #: 25-0222 Agenda Date: 6/16/2025 Agenda #: 11.

Safe System Approach; and

4. New technology pilot programs that demonstrate safety benefits of new technologies commercially available but not yet adopted in the community.

The Downtown Visalia area serves as a significant service center to the broader Tulare and Kings County region, including Kaweah Health Medical Center, Family HealthCare Network Medical Clinic, Family HealthCare Network All-Inclusive Care for the Elderly (PACE), Veterans Administration Clinic, Crescent Valley K-12 Public Charter li, Redwood High School, and the Visalia Convention Center.

With the planning for the development of the Cross Valley Express between Porterville and Naval Air Station (NAS) Lemoore underway with the City’s Transit Center to serve as the central regional hub of the proposed new service, the Downtown area will experience an increase in all modes of transportation, and in particular motorists, pedestrian and public transportation. The development of a federally approved Action Plan would make the City eligible for future federal funds for Downtown improvements that enhance safe multimodal transportation.

Fiscal Impact:

If awarded the SS4A grant, the City would have a twenty percent (20%) share of the cost, which staff would return to the City Council to appropriate funds, which must be from non-Federal sources and will likely be funds allocated by TCAG (e.g. Measure R Bike/Pedestrian (Air Quality) funds.

Prior Council Action: None
Other: N/A
Alternatives:

Do not authorize the City’s multijurisdictional application to the USDOT SS4A Program in partnership with TCAG.

Recommended Motion (and Alternative Motions if expected):

I move to authorize staff to submit a multijurisdictional application in partnership with TCAG to the USDOT SS4A Grant Program for a Planning and Demonstration Grant in the development of a Downtown Regional Services Multimodal Action Plan for an estimated amount of $1 million (Resolution No. 2025-47 required).

Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments:

Draft Resolution No. 2025-47
Grants.Gov Announcement
Visalia City Council Page 3 of 3 Printed on 6/13/2025
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RESOLUTION NO. 2025-47

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA AUTHORIZING THE APPLICATION FOR FEDERAL FUNDING UNDER U.S. DEPARTMENT OF

TRANSPORTATION OFFICE OF THE SECRETARY OF TRANSPORTATION

FOR THE SAFE STREETS AND ROADS FOR ALL GRANT PROGRAM
WHEREAS, the U.S. Department of Transportation is authorized to make grants to local governmental authorities to provide funding to prevent roadway fatalities and serious injuries in a locality or region through the development of Planning and Demonstration Grants and Implementation Grants;
WHEREAS, The City of Visalia is an eligible local governmental authority and desires to apply for said funding of a Planning and Demonstration Grant in partnership with the Tulare County Association of Governments for the development of a federally approved Action Plan and safety demonstration activities in support of the Action Plan; WHEREAS, the City of Visalia and Tulare County Association of Governments have committed to provide the maximum twenty percent (20%) share of the cost of the development of the Action Plan;
NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of Visalia does hereby authorize the City Manager and/or his/her Designee to file and execute an application on behalf of the City of Visalia in partnership with the Tulare County Association of Governments to the U.S. Department of Transportation for the development of a federally approved Action Plan.

That the City Manager and/or his/her Designee is authorized to execute and file all certification of assurances, contracts or agreements or any other documents required by the Department that may be necessary to receive said funding That the City Manager and/or his/her Designee is authorized to provide additional information as the Department may require in connection with the application for the Safe Streets and Roads for All Grant Program.

PASSED AND ADOPTED: June 16, 2025 LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA)
COUNTY OF TULARE ) ss.

CITY OF VISALIA )
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-47 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 16, 2025.

Dated: June 17, 2025 LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
685
686
687
688
689
690
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0223 Agenda Date: 6/16/2025 Agenda #: 12.

Agenda Item Wording:

Authorization to apply for the Federal Transit Administration Low or No Emission Grant Program and the Grants for Buses and Bus Facilities Competitive Program - Authorization to submit an application in partnership with the National Park Service to the FTA Low or No Emission Grant Program for ten (10) battery-electric buses and twenty-four (24) Level 3 electric chargers for an estimated amount of $15 million (Resolution No. 2025-45 required), and an application to the FTA Grants for Buses and Bus Facilities Competitive Program for the development of a parking structure on Transit property near the Transit Center for an estimated amount of $15 million (Resolution No. 2025-46 required).

Deadline for Action: 6/16/2025
Submitting Department: Administration - Transit Division Contact Name and Phone Number:

Angelina DeRossett, Transit Manager, [email protected], (559)713-4591;John Lollis, Assistant City Manager, [email protected], (559)713-4323 Department Recommendation:

Authorize staff to submit an application in partnership with the National Park Service to the Federal Transit Administration (FTA) Low or No Emission Grant Program for ten (10) battery-electric buses and twenty-four (24) Level 3 electric chargers for an estimated amount of $15 million (Resolution No. 2025-45 required), and an application to the FTA Grants for Buses and Bus Facilities Competitive Program for the development of a parking structure on Transit property near the Transit Center for an estimated amount of $15 million (Resolution No. 2025-46 required).

Summary:

On May 14, 2025, the Federal Transit Administration (FTA) announced the opportunity to apply for $1.1 billion in competitive grants for the fiscal year (FY) 2025 Low or No Emission Grant Program (Low-No Program) and approximately $398 million in competitive grants for the FY 2025 Grants for Buses and Bus Facilities Program (Bus Program). Eligible applicants are states (including territories and Washington, D.C.) local government entities, and federally recognized Indian tribes. Applications are due July 14, 2025.

Given it is not an eligible applicant, the National Park Service (NPS) has requested to partner with the City on an application to the Low-No Program for the purchase of ten (10) battery-electric buses and twenty-four (24) Level 3 chargers, with the intent of the buses to operate the internal park shuttle in Sequoia and Kings Canyon National Parks (SEKI) during the tourism season (Memorial Day to Labor Day), supported by twelve (12) chargers to be constructed in the Park. Outside of the tourism season, the buses would operate in the city, supported by twelve (12) chargers to be constructed at the City’s Corporation Yard. The NPS proposes to employ a consultant to complete the grant application on behalf of the City, and to be financially responsible for the required twenty percent Visalia City Council Page 1 of 3 Printed on 6/13/2025
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File #: 25-0223 Agenda Date: 6/16/2025 Agenda #: 12.
application on behalf of the City, and to be financially responsible for the required twenty percent (20%) cost share for the grant and any other cost responsibilities associated with the application.

With the planning for the development of the Cross Valley Express between Porterville and Naval Air Station (NAS) Lemoore underway with the City’s Transit Center to serve as the central regional hub of the proposed new service, it is becoming apparent that an expansion of one of the Transit Downtown parking lots would be necessary to serve as a park and ride for the Express. City Transit owns the parking lot directly west of the Transit Center, as well as the parking lot one (1) block to the northeast on the northeast corner of Oak Avenue and Tipton Street. The parking lot west of the Transit Center generally remains full during the day, which the development of a multi-level parking structure at that location would provide additional parking to support the Express park and ride, or the same at the northeast parking lot as the City begins construction of the new Civic Center due east of the parking lot. The City would have a twenty percent (20%) share of the cost for the grant, which can be applied from other federal and State grants (e.g. Senate Bill 125 State Transit funds).

It should be noted that the Tulare County Association of Governments (TCAG) is also preparing an application to the Low-No Program on behalf and to benefit the regional transit agencies estimated at $30 million, including six (6) battery-electric buses, six (6) compressed natural gas (CNG), twelve (12) Level 3 electric chargers, and $1 million toward the development of a new transfer station in the Visalia Industrial Park. This grant application would be complementary to the $59 million State grant that TCAG has received for the development of the Cross Valley Express (Porterville and NAS Lemoore) and Bus Rapid Transit (Tulare and Visalia).

Background Discussion:

In FY 2024, the Low-No Program received 214 eligible applications requesting $4.7 billion, of which sixty-two (62) applications were funded totaling $1.1 billion, with award sizes ranging from $1.2 million to $99.5 million. The Bus Program received 263 eligible applications requesting $4.4 billion, of which fifty-five (55) applications were funded totaling $390 million, with award sizes ranging from $131,000 to $26.8 million. The FY 2025 Low-No Program and Bus Program are expected to see similar results.

Eligible projects under the Low-No Program include:
1) the purchase or leasing of zero-emission buses, including hydrogen fuel-cell buses, battery-electric buses, and rubber tire trolley buses powered by overhead catenaries; 2) the purchase or leasing of low-emission buses, including propane buses, CNG buses, and hybrid-electric buses;
3) acquiring low- or no-emission buses with a leased power source; and 4) leasing, constructing, or rehabilitating pubic transportation facilities and related equipment to accommodate low- or no-emission buses.

There is a set aside of twenty-five (25%) of the $1.1 billion of funding available, or $275 million, for low-emission buses, with the remaining seventy-five percent (75%), or $825 million, for zeroemission buses.

Eligible projects under the Bus Program include:
1) the purchase, leasing or rehabilitating buses regardless of propulsion type or emissions; and
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2) the purchase, leasing, rehabilitating, or constructing bus-related facilities and equipment, regardless of propulsion type or emissions.

Fiscal Impact: If awarded the Bus Program grant, the City would have a twenty percent (20%) share of the cost, which staff would have to identify an appropriate funding source and return to the City Council to appropriate funds. If awarded the Low-No Program grant, the NPS has committed to funding the required twenty percent (20%) share of the cost and would not require appropriation by the City.

Prior Council Action: None
Other: N/A
Alternatives: Do not authorize the City’s application to the FTA Low-No Program in partnership with the NPS and/or the FTA Bus Program.

Recommended Motion (and Alternative Motions if expected):

I move to authorize staff to submit an application, in partnership with the National Park Service, to the Federal Transit Administration (FTA) Low or No Emission Grant Program for ten (10) battery-electric buses and twenty-four (24) Level 3 electric chargers for an estimated amount of $15 million through the adoption of Resolution 2025-45, and an application to the FTA Grants for Buses and Bus Facilities Competitive Program for the development of a parking structure on Transit property near the Transit Center for an estimated amount of $15 million through the adoption of Resolution 2025-

46..end
Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments:

Draft Resolution No. 2025-45 - FTA Low or No Emission Grant Program Draft Resolution No. 2025-46 - FTA Grants for Buses and Bus Facilities Competitive Program Federal Register - May 15, 2025; Notice of Funding Opportunity Visalia City Council Page 3 of 3 Printed on 6/13/2025
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RESOLUTION NO. 2025-45

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA AUTHORIZING THE APPLICATION FOR FEDERAL FUNDING UNDER FTA SECTION 5339(c) (49 U.S.C. SECTION 5339c) FOR THE LOW OR NO EMISSION GRANT PROGRAM WHEREAS, the U.S. Department of Transportation is authorized to make grants to local governmental authorities through the Federal Transit Administration to provide funding for the purchase or lease of zero-emission and low-emission transit buses as well as acquisition, construction, and leasing of required supporting facilities; WHEREAS, The City of Visalia is an eligible local governmental authority and desires to apply for said funding in partnership with the National Park Service for the purchase of ten (10) batteryelectric buses and the construction of twelve (12) Level 3 electric chargers in the National Park and twelve (12) Level 3 electric chargers at the City’s Corporation Yard; and WHEREAS, the National Park Service has committed to provide the maximum twenty percent (20%) share of the cost for the purchase of transit buses and developing bus-related equipment and facilities, and any other costs associated with the application.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of Visalia does hereby authorize the City Manager and/or his/her Designee to file and execute an application on behalf of the City of Visalia in partnership with the National Park Service to the Administration to fund the purchase of zero-emission battery-electric buses and the supporting electric charging infrastructure.

That the City Manager and/or his/her Designee is authorized to execute and file all certification of assurances, contracts or agreements or any other document required by the Administration.

That the City Manager and/or his/her Designee is authorized to provide additional information as the Administration may require in connection with the application for the Low or No Emission Grant Program.

PASSED AND ADOPTED: June 16, 2025 LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA)
COUNTY OF TULARE ) ss.

CITY OF VISALIA )
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-45 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 16, 2025.

Dated: June 17, 2025 LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
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RESOLUTION NO. 2025-46

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA AUTHORIZING

THE APPLICATION FOR FEDERAL FUNDING UNDER
FTA SECTION 5339(b) (49 U.S.C. SECTION 5339b) FOR THE

GRANTS FOR BUSES AND BUS FACILITIES PROGRAM
WHEREAS, the U.S. Department of Transportation is authorized to make grants to local governmental authorities through the Federal Transit Administration to provide funding for the replacement, rehabilitation and purchase of buses and related equipment and to construct busrelated facilities; WHEREAS, The City of Visalia is an eligible local governmental authority and desires to apply for said funding for the development and construction of a parking structure on Transit property in proximity to the Transit Center to serve as a park and ride facility for public transportation purposes; and
WHEREAS, the City must provide the maximum twenty percent (20%) share of the cost for the development and construction of the parking structure.

NOW, THEREFORE, BE IT RESOLVED AND ORDERED that the City Council of Visalia does hereby authorize the City Manager and/or his/her Designee to file and execute an application on behalf of the City of Visalia to the Administration to fund the development and construction of a parking structure on Transit property in proximity to the Transit Center to serve as a park and ride facility for public transportation purposes.

That the City Manager and/or his/her Designee is authorized to execute and file all certification of assurances, contracts or agreements or any other document required by the Administration.

That the City Manager and/or his/her Designee is authorized to provide additional information as the Administration may require in connection with the application for the Grants for Buses and Bus Facilities Program.

PASSED AND ADOPTED: June 16, 2025 LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA)
COUNTY OF TULARE ) ss.

CITY OF VISALIA )
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-46 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 16, 2025.

Dated: June 17, 2025 LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
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Federal Register / Vol. 90, No. 93 / Thursday, May 15, 2025 / Notices 20737 Marine Mammal Protection Act [16
U.S.C. 1361–1423h], Anadromous Fish
Conservation Act [16 U.S.C. 757(a)–
757(f)]; Fish and Wildlife Coordination
Act [16 U.S.C. 661–667(d)]; Migratory
Bird Treaty Act (MBTA) [16 U.S.C. 703–
712]; Magnuson-Stevenson Fishery
Conservation and Management Act of
1976, as amended [16 U.S.C. 1801–
1891d], with Essential Fish Habitat
requirements [16 U.S.C. 1855(b)(2)].

6. Historic and Cultural Resources:

Section 106 of the National Historic
Preservation Act of 1966, as amended
[54 U.S.C. 3006101 et seq.];
Archaeological Resources Protection Act
of 1979 (ARPA) [16 U.S.C. 470(aa)–
470(II)]; Preservation of Historical and
Archaeological Data [54 U.S.C. 312501–
312508]; Native American Grave
Protection and Repatriation Act
(NAGPRA) [25 U.S.C. 3001–3013; 18
U.S.C. 1170].

7. Social and Economic: Civil Rights
Act of 1964 [42 U.S.C. 2000 d–2000d–
1]; American Indian Religious Freedom
Act [42 U.S.C. 1996]; Farmland
Protection Policy Act (FPPA) [7 U.S.C.
4201–4209].

8. Wetlands and Water Resources:

Clean Water Act (Section 319, Section
401, Section 404) [33 U.S.C. 1251–
1387]; Coastal Barriers Resources Act
(CBRA) [16 U.S.C. 3501–3510]; Coastal
Zone Management Act (CZMA) [16
U.S.C. 1451–1466]; Safe Drinking Water
Act (SDWA) [42 U.S.C. 300f–300j–26];
Rivers and Harbors Act of 1899 [33
U.S.C. 401–406]; Wild and Scenic
Rivers Act [16 U.S.C. 1271–1287];
Emergency Wetlands Resources Act [16
U.S.C. 3921, 3931]; Wetlands
Mitigation, [23 U.S.C. 119(g) and
133(b)(3)]; Flood Disaster Protection Act
[42 U.S.C. 4001–4130].

9. Hazardous Materials:

Comprehensive Environmental
Response, Compensation, and Liability
Act (CERCLA) [42 U.S.C. 9601–9675];
Superfund Amendments and
Reauthorization Act of 1986 (SARA);
Resource Conservation and Recovery
Act (RCRA) [42 U.S.C. 6901–6992(k)].

10. Executive Orders: E.O. 11990
Protection of Wetlands; E.O. 11988
Floodplain Management; E.O. 11593
Protection and Enhancement of Cultural
Resources; E.O. 13007 Indian Sacred
Sites; E.O. 13287 Preserve America; E.O.
11514 Protection and Enhancement of
Environmental Quality; E.O. 13112
Invasive Species.
(Catalog of Federal Domestic Assistance
Program Number 20.205, Highway Planning
and Construction. The regulations
implementing Executive Order 12372
regarding intergovernmental consultation on
Federal programs and activities apply to this
program.)
(Authority: 23 U.S.C. 139(l)(1)).

Issued on: May 8, 2025.

Karen M. Brunelle,
Director, Office of Project Development,
Federal Highway Administration.
[FR Doc. 2025–08601 Filed 5–14–25; 8:45 am]
BILLING CODE 4910–RY–P

DEPARTMENT OF TRANSPORTATION
Federal Transit Administration
FY 2025 Competitive Funding
Opportunity: Low or No Emission
Grant Program and the Grants for
Buses and Bus Facilities Competitive
Program
AGENCY: Federal Transit Administration
(FTA), Department of Transportation
(DOT).

ACTION: Notice of funding opportunity
(NOFO).

SUMMARY: The Federal Transit
Administration (FTA) announces the
opportunity to apply for $1.5 billion in
competitive grants for the Fiscal Year
(FY) 2025 Low or No Emission Grant
Program and FY 2025 Grants for Buses
and Bus Facilities Program.

DATES: Complete proposals must be
submitted electronically through the
GRANTS.GOV ‘‘APPLY’’ function by
11:59 p.m. Eastern time Monday, July
14, 2025.

FOR FURTHER INFORMATION CONTACT:

Email Kirsten Wiard-Bauer, Office of
Program Management, at
[email protected] or (202)
366–2053.

SUPPLEMENTARY INFORMATION: The full
text of the Notice of Funding
Opportunity (NOFO) can be found on
FTA’s website at https://www.transit.
dot.gov/funding/grants/notices and in
the ‘‘FIND’’ module of GRANTS.GOV.

The funding opportunity IDs are FTA–
2025–008–TPM–LWNO and FTA–2025–
007–TPM–BUS. Mail and fax
submissions will not be accepted.

Matthew J. Welbes,
Executive Director.
[FR Doc. 2025–08571 Filed 5–14–25; 8:45 am]

BILLING CODE P

DEPARTMENT OF THE TREASURY
Bureau of the Fiscal Service
Proposed Collection of Information:

Claims Against the United States for
Amounts Due in the Case of a
Deceased Creditor
ACTION: Notice and request for
comments.

SUMMARY: The Department of the
Treasury, as part of its continuing effort
to reduce paperwork and respondent
burden, invites the general public and
other Federal agencies to take this
opportunity to comment on proposed
and/or continuing information
collections, as required by the
Paperwork Reduction Act of 1995.

Currently the Bureau of the Fiscal
Service within the Department of the
Treasury is soliciting comments
concerning Claims Against the United
States for Amounts Due in the Case of
a Deceased Creditor.

DATES: Written comments should be
received on or before July 14, 2025 to be
assured of consideration.

ADDRESSES: Direct all written comments
and requests for additional information
to Bureau of the Fiscal Service, Bruce A.

Sharp, Room #4006–A, P.O. Box 1328,
Parkersburg, WV 26106–1328, or
[email protected].

SUPPLEMENTARY INFORMATION:

Title: Claims Against the United
States for Amounts Due in the Case of
a Deceased Creditor.

OMB Number: 1530–0004.

Form Number: SF–1055.

Abstract: The information is required
to determine who is entitled to funds of
a deceased Postal Savings depositor or
deceased award holder. The form
properly completed with supporting
documents enables the Judgement Fund
Branch to decide who is legally entitled
to payment.

Current Actions: Extension of a
currently approved collection.

Type of Review: Regular.

Affected Public: Business or other forprofit.

Estimated Number of Respondents:
400.

Estimated Time per Respondent: 27
minutes.

Estimated Total Annual Burden
Hours: 180.

Request for Comments: Comments
submitted in response to this notice will
be summarized and/or included in the
request for OMB approval. All
comments will become a matter of
public record. Comments are invited on:

1. Whether the collection of information
is necessary for the proper performance
VerDate Sep<11>2014 16:47 May 14, 2025 Jkt 265001 PO 00000 Frm 00119 Fmt 4703 Sfmt 4703 E:\FR\FM\15MYN1.SGM 15MYN1 khammond on DSK9W7S144PROD with NOTICES
696
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0226 Agenda Date: 6/16/2025 Agenda #: 13.

Agenda Item Wording:

Authorize Investment Authority - Approve Resolution Number 2025-44 adopting the City of Visalia’s annually updated Investment Policy and delegate authority to invest funds for the City to the Finance Director/Treasurer for fiscal year 2025-26.

Prepared by: Jason Montgomery, Finance Manager [email protected], 713-4425.

Renee Nagel, Director of Finance and Technology, [email protected], 713-4375.

Department Recommendation: Staff recommends that Council approve and adopt the annually updated Investment Policy for fiscal year 2025-26 and continue to delegate authority of the investment program to the Finance Director/Treasurer, Renee Nagel.

Summary:

The City of Visalia’s Investment Policy and the Delegation of Authority to invest funds for the City must be adopted annually. The City’s Investment Policy insures the City is investing public funds in a manner which will provide the greatest security with the maximum investment return while meeting daily cash flow demands and conforming to all state and local statutes governing the investment of public funds. Staff is recommending that Council adopt the policy for fiscal year 2025-26 which has no changes from the prior year. The Investment Policy is attached.

Background Discussion:

Authority to manage the City’s investment program is derived from the City’s Charter. On November 21, 1983, Council delegated responsibility (Resolution 83-96) for the investment program to the Finance Director (Treasurer), who establishes written procedures for the operation of the investment program consistent with this investment policy. Procedures should include: safekeeping, repurchase agreements, wire transfer agreements, banking service contracts, and collateral/depository agreements. Such procedures shall include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Treasurer.

The Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials. Annually, Council will review and adopt by resolution the Investment Policy, in which Council will delegate responsibility for the investment program to the Finance Director/Treasurer.

Authority To Invest Funds
According to California Government Code Section 53607, the authority to invest funds of a local agency may be delegated for a one year period or until the delegation of authority is revoked. As in past years, staff recommends assigning Finance Director/Treasurer, Renee Nagel, with City investment responsibility.

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File #: 25-0226 Agenda Date: 6/16/2025 Agenda #: 13.

City Investment Policy
It is the policy of the City to invest public funds in a manner which will provide the greatest security with the maximum investment return while meeting daily cash flow demands and conforming to all state and local statutes governing the investment of public funds.

The City’s investments are diversified by the various maturities, call structures, and credit types which are allowed by the City’s Investment Policy and California Government Code Section 53600 et seq.

Annually, staff reviews the policy (as required) and proposes changes that reflect changes to the federal, state, and local investment statutes. This year there are no proposed changes to the Investment Policy.

Fiscal Impact: n/a
Prior Council Action: The City of Visalia Investment Policy and Delegation of Authority to invest funds for the City are adopted annually. Council last approved these items on June 17, 2024.

Other: n/a
Alternatives: n/a
Recommended Motion (and Alternative Motions if expected):

Move to approve Resolution No. 2025-xx approving the Investment Policy and Delegating Authority to invest funds for the City to the Finance Director/Treasurer, Renee Nagel.

Environmental Assessment Status: n/a
CEQA Review: n/a
Deadline for Action: 6/16/2025
Attachments:

Attachment #1, City of Visalia Investment Policy Attachment #2, City of Visalia Resolution 2025-44 approving the Investment Policy and Delegating Authority to the Finance Director/Treasurer
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CITY OF VISALIA
Statement of Investment Policy

INTRODUCTION
The City of Visalia (The City) strives to maintain the level of investment of all funds as near 100% as possible through daily and projected cash flow determinations. Investments are made so maturities match or precede the cash needs of the City. The City will insure that principal invested is protected from loss while maintaining adequate cash availability and maximizing yield on invested funds.

The basic premise underlying the City's investment philosophy is to insure that money is always available when needed. A minimum amount of 6% of the adopted operating budget is maintained in immediately available investments, such as the State Treasurer's Local Agency Investment Fund or other cash equivalents. This may include commercial paper, banker's acceptances, or new repurchase agreements.

The City’s portfolio will be limited to an average life of three years or less. When the market warrants purchase of longer maturities to capture a higher rate of return, purchases will be limited to United States Treasury Notes and Bonds, Federal Agencies, Medium Term Notes, and Mortgage Backed Securities.

The City will attempt to ladder the portfolio with staggered maturities so that a portion of the portfolio will mature each year. In addition, the economy and various markets are monitored carefully to assess the probable course of interest rates. In a market with low or increasing interest rates, the City will attempt to invest in securities with shorter maturities. This makes funds available for other investments when the interest rates are higher. When interest rates appear to be near a relative high rate, the City will attempt to purchase investments with medium to long-term maturities to lock in the higher rate of return. When interest rates are falling, the City will invest in securities with longer maturities to hold the higher rate for a longer period of time.

The City will also take advantage of any new investment instrument that becomes eligible for municipal investment only after a detailed review of the investment, and its safety, liquidity and yield are completed.

1.0 Policy
It is the policy of the City to invest public funds in a manner which will provide the greatest security with the maximum investment return while meeting the daily cash flow demands of the entity and conforming to all state and local statutes governing the investment of public funds.

2.0 Scope
It is intended that this Investment Policy cover all funds and investment activities under the direct authority of the City organization.
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3.0 Prudence
As a charter city, the City operates its pooled cash investments under the prudent investor rule.

Investments shall be made with the judgment and care, under the circumstances then prevailing which investors of prudence, discretion, and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived. This affords the City a broad spectrum of investment opportunities as long as the investment is deemed prudent and is allowable under current legislation of the State of California, the charter of the City, and this investment policy. Investments will be made in a range of instruments to insure diversification of the City's portfolio and liquidity of assets in an emergency situation.

3.1 The standard of prudence to be used by investment officials shall be the “prudent person” standard and shall be applied in the context of managing an overall portfolio. Investment officers acting in accordance with written procedures and the investment policy and exercising due diligence shall be relieved of personal responsibility for an individual security’s credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and appropriate action is taken to control adverse developments. Future State of California legislative actions affecting this investment policy (adding further restrictions to the type and length of investments) shall not apply to those investments held prior to the enactment of said legislation unless specifically identified in the legislative action.

4.0 Objective
The primary objectives, in priority order, of the City of Visalia’s investment activities shall be:

4.1 Safety: Safety of principal is the foremost objective of the investment program. Investments of the City shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective will be to mitigate credit risk and interest rate risk. a. Credit Risk, which is the risk of loss due to the failure of the security issuer or backer, will be minimized by:
• Limiting investments to the types of securities listed in Section 8.0 of this Investment Policy • Pre-qualifying the financial institutions, broker/dealers, intermediaries, and advisers with which the City will do business in accordance with Section 7.0 • Diversifying the investment portfolio so that the impact of potential losses from any one type of security or from any one individual issuer will be minimized. b. Interest Rate Risk, which is the risk that the market value of securities in the portfolio will fall due to changes in market interest rates, by:
• Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity
• Investing funds primarily in shorter-term securities, money market mutual funds, or similar investment pools and limiting the average maturity of the portfolio in accordance with this policy as outlined in Section 13.0.

4.2 Liquidity: The City’s investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated. 700
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4.3 Return on Investments: The City’s investment portfolio shall be designed with the objective of attaining a rate of return throughout budgetary and economic cycles, commensurate with the City’s investment risk constraints and the cash flow characteristics of the portfolio. Securities shall generally be held until maturity with the following exceptions:
• A security with declining credit may be sold early to minimize loss of principal. • A security swap would improve the quality, yield, or target duration in the portfolio. • Liquidity needs of the portfolio require that the security be sold.

5.0 Delegation of Authority:

Authority to manage the City’s investment program is derived from the City’s Charter. On November 21, 1983 Council delegated responsibility (Resolution 83-96) for the investment program is to the Finance Director (Treasurer), who shall establish written procedures for the operation of the investment program consistent with this investment policy. Procedures should include reference to: safekeeping, repurchase agreements, wire transfer agreements, banking service contracts and collateral/depository agreements. Such procedures shall include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Treasurer. The Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials. Annually, Council will review and adopt by resolution the updated Investment Policy, in which Council will delegate responsibility for the investment program to the Treasurer.

6.0 Ethics and Conflicts of Interest
Officers and employees involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions. Employees and investment officials shall disclose to the Treasurer any material interests in financial institutions that conduct business within this jurisdiction, and they shall further disclose any large personal financial/investment positions that could be related to the performance of the City, particularly with regard to the time of purchases and sales.

7.0 Authorized Financial Dealers and Institutions:

The Treasurer will maintain a list of financial institutions authorized to provide investment services. In addition, a list will also be maintained of approved security broker/dealers selected by credit worthiness who are authorized to provide investment services in the State of California. These may include “primary” dealers or regional dealers that qualify under Securities & Exchange Commission Rule 15C3- 1 (uniform net capital rule). No public deposit shall be made except in a qualified public depository as established by State laws.

All financial institutions and broker/dealers who desire to become qualified bidders for investment transactions must supply the Treasurer with the following:
• Audited Financial Statements
• Proof of National Association of Security Dealers certification • Completed broker/dealer questionnaire
• Certification of having read this investment policy
• Compliance with City of Visalia insurance requirements for professional services agreements for general, professional and automotive liability.
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An annual review of the financial condition and registrations of qualified bidders will be conducted by the Treasurer. In addition, a current audited financial statement is required to be on file for each financial institution and broker/dealer in which the City conducts investment transactions.

The City shall also be open to contracting investment management services for a portion of the portfolio.

That portion shall be limited to longer term investments of two years or longer. Any investment management firm contracted shall meet criteria established by the Treasurer. All investments made under contract will be purchased in the City's name and in accordance with the guidelines established by the City's investment policy.

8.0 Authorized and Suitable Investments
The City is empowered by statute to invest in the following types of securities. Any instrument not expressly permitted is prohibited. Specific limitations are provided on the maximum allowable percentage per investment category and further limitations by issuer within each investment category.

With the exception of insured and/or collateralized bank deposits, overnight repurchase agreements, U.S. Government securities, including its agencies and instrumentalities, and authorized pools, no more than 10% of the City’s aggregate investment portfolio may be invested in securities of a single issuer regardless of sector. Any percentage limitation for a particular category of investment is only applicable at the time of purchase.

A. Securities of the U.S. Government
Securities of the U.S. Government include U.S. Treasury bills, notes and bonds.

U.S. Treasury Bills - are issued by the U.S. Treasury and are available in maturities out to one year.

They are non-interest bearing and sold on a discount basis. The face amount is paid at maturity.

Treasury Notes - are issued by the U.S. Treasury with maturities from two to ten years. They are issued in coupon form and many issues are also available in registered form. Interest is payable at six month intervals until maturity.

Treasury Bonds - are issued by the U.S. Treasury with maturities of ten years to thirty years. The City may purchase the interest and/or principal of a U.S. Treasury Bond. A principal only instrument is commonly called a "stripped" or "zero" coupon. Stripped coupons are sold at a discount basis. The face amount is paid at maturity.

B. Securities of U.S. Government Agencies
The capital of U.S. government agencies was initially financed by the United States Treasury. As the agencies have grown and operated profitably over the years, the Treasury's investment has been replaced in a large measure by private capital. At the present time, obligations of only a few agencies are backed by the full faith and credit of the U.S. Government. The obligations of all the federal agencies described in the following sections are not guaranteed by the U.S. Government with the exception of Government National Mortgage Association, but are considered to be investments of the highest quality.

Federal National Mortgage Association - (Fannie Mae) Is a quasi- public corporation created by an act of Congress to assist the home mortgage market by purchasing mortgages insured by the Federal Housing Administration and the Farmers Home Administration, as well as those guaranteed by the Veterans Administration. FNMA issues Notes and Bonds. Notes are issued with maturities of less than one year with interest paid at maturity. Bonds are issued for 15 and 30 year maturities with interest paid semi-annually. Interest is computed on a 30/360 day basis. There is a strong secondary market in these securities. A secondary market means these instruments are actively traded; they are bought and sold daily.
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Government National Mortgage Association - (Ginnie Mae) is a wholly owned corporate instrumentality of the United States within the Department of Housing and Urban Development. A certificate collateralized by FHA/VA residential mortgages represents a share in a pool of FHA or VA mortgages.

Ginnie Mae's are registered securities. Principal and interest are paid monthly and sent directly from the issuer of the pool, usually a mortgage banker, to the City. Original maturities range from 12 to 30 years with a 7 to 12 year assumed average life. (Assumed average life is due to prepayments of mortgages).

Federal Home Loan Banks - provide credit to member lending institutions such as savings and loan associations, cooperative banks, insurance companies and savings banks. The agency offers bonds in the public market with maturities of one year to ten years. These bonds are usually offered on a quarterly basis depending on the current demands of the housing industry. Interest is paid semiannually on a 30/360 day basis.

Federal Farm Credit Banks - are debt instruments issued to meet the financial needs of farmers and the national agricultural industry. Discount notes are issued monthly with 6 and 9 month maturities.

Discount notes pay interest at maturity. Longer term debentures (2-5 years) are also issued.

Debentures pay interest semi-annually on a 30/360 day basis. These issues enjoy an established secondary market.

Small Business Administration Loans - (SBA) The Small Business Administration is an independent agency of the United States government which furnishes financial and management assistance to small businesses. The SBA guarantees the principal portion of the loans it approves. The City purchases the guaranteed portion of these loans. Maturity can be for 1 year to 30 years. These loans can be either set at a fixed rate or variable rate which is usually tied to the prime rate. Principal and interest are paid monthly on a 30/360 day basis.

Federal Home Loan Mortgage Corporation - (Freddie Macs) A publicly held government-sponsored enterprise created on July 24, 1970 pursuant to the Federal Home Loan Mortgage Corporation Act, Title III of the Emergency Home Finance Act of 1970, as amended. Freddie Mac’s statutory mission is to provide stability in the secondary market for home mortgages, to respond appropriately to the private capital market and to provide ongoing assistance to the secondary market for home mortgages by increasing the liquidity of mortgage investments and improving the distribution of investment capital available for home mortgage financing. Maturity can be for 1 year to 30 years. These loans can be either set at a fixed rate or variable rate.

Other U.S. government securities available to the City for investment purposes include: Student Loan Marketing Association (SLMA or Sallie Mae), Aid for International Development (AID), and debentures of Tennessee Valley Authority (TVA). However, these instruments are not offered on a regular basis and do not offer the same liquidity as the before mentioned instruments.

C. Securities of the State of California or Its Sub-Divisions The State of California and its sub-divisions occasionally provide a good investment alternative, such as notes, bonds and other evidences of indebtedness. They are used to meet the financial needs of State, or other agencies of the State. These investments, during certain market conditions, can provide a higher yield even without the tax benefit that the private sector takes advantage of. The City will only purchase California securities with credit ratings of A or better by a nationally recognized rating agency; and with maturities of 5 years or less. Their interest is calculated on a 30/360 day basis like Agency bonds. Interest is paid semi-annually.
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D. Time Deposits and Certificates of Deposit
Time Deposits are placed with commercial banks, savings association, or state or federal credit unions.

A time deposit is a receipt for funds deposited in a financial institution for a specified period of time at a specified rate of interest. Generally, the time is 3 months to 2 years. Denominations can be any agreed upon amount and interest is normally calculated using actual number of days on a 360-day year and paid monthly. Deposits are insured by the Federal Deposit Insurance Corporation (FDIC) currently up to $250,000 per institution and Certificates of Deposit can be supported by either 110% U.S.

Government agency notes or 150% mortgages currently held by the bank or savings and loan. An institution must meet the following criteria to be considered by the City:
• The institution must maintain a net worth to asset ratio of at least 3% and a positive earnings record. • The institution must make available a current FDIC call report or FHLB report. A call report presents the solvency of the institution to the agency with oversight responsibility of that institution.

E. Negotiable Certificates of Deposit
Negotiable Certificates of Deposit are a form of Certificate of Deposit which have been an important money market instrument since 1961 when commercial banks began issuing them and a secondary market developed to provide liquidity. Since these certificates of deposit can be traded in the secondary market, they are negotiable instruments, hence their name negotiable certificate of deposit. They are supported only by the strength of the institution from which they are purchased. Interest is paid semiannually computed on a 30/360 day basis. Maturities range from 3 months to 2 years. Negotiable Certificates of Deposit are generally issued in blocks of $1 million, $5 million, $10 million, etc.

The City will restrict its investments in Negotiable Certificates of Deposit to the 100 largest United States banks according to asset size. The profitability of the financial institution as well as its financial stability is also taken into account prior to placing the investment.

F. Banker's Acceptance Notes
A banker's acceptance (B.A.) is a unique credit instrument used to finance both domestic and international transactions. As a money market instrument, it is an attractive short-term investment.

When a bank "accepts" such a time draft, it becomes, in effect, a predated certified check payable to the bearer at some future, specified date. Little risk is involved because the commercial bank assumes primary liability once the draft is accepted. Banker's acceptances are frequently in odd amounts.

Maturities normally range from 30 up to 180 days. Banker's acceptances are sold at a discount. This means the face amount is received at maturity. The City will purchase Banker’s acceptances from only the 100 largest United States banks according to asset size. The profitability of the financial institution as well as its financial stability is also taken into account prior to placing the investment.

G. Commercial Paper
Commercial paper is the trade name applied to unsecured promissory notes issued by finance and industrial companies to raise funds on a short term basis. Commercial paper can be purchased on an interest bearing or discount basis. Interest bearing instruments pay interest semi-annually. Discounted instruments pay interest at maturity. The City will invest in commercial paper only if the paper attains the highest ranking or attains the highest letter and number rating as provided for by a nationally recognized statistical-rating organization (NRSRO). Maturities range from 30 to 180 days with interest computed on a 30/360 day basis.
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H. Medium Term Notes
In recent years, this financing mechanism has grown, providing capital to the private sector, and diminishing the Negotiable Certificate of Deposit market. The trend towards medium term notes is related to buyer and seller flexibility and convenience. The notes are issued on any given date and maturing on a negotiated date. They generally range from 2 to 5 years in maturity. This market provides an excellent alternative to Negotiable C.D.'s. The City will only purchase Medium Term Notes with credit ratings of A or better by a nationally recognized rating agency; and with maturities of 5 years or less. Their interest is calculated on a 30/360 day basis like Agency bonds. Interest is paid semiannually.

I. Local Agency Investment Fund
The Local Agency Investment Fund (LAIF) was established by the State to enable treasurers to place funds in a pool for investment. The LAIF has been particularly beneficial to those jurisdictions with small portfolios. Each agency is limited to an investment of $75.0 million per account. The City uses this fund for short term liquidity, investment, and yield when rates are declining. Funds are available on demand and interest is paid quarterly.

J. Repurchase Agreement
Closely associated with the functioning of the Federal funds market is the negotiation of repurchase agreements or repo’s. Banks may buy temporarily idle funds from a customer by selling U.S.

Government or other securities with the contractual agreement to repurchase the same security on a future date determined by negotiation. For the use of funds, the customer receives an interest payment from the bank; the interest rate reflects both the prevailing demand for Federal funds and the maturity of the repo. Repurchase Agreements are usually executed for $100,000 or more. The City will require physical delivery of the securities backing the repo to its safekeeping agent. The institution from which the City purchases a repo must transfer on an ongoing basis sufficient securities to compensate for changing market conditions and to insure that the market value of securities is valued at 102 percent or greater of the funds borrowed against those securities. Generally, maturities range from 1 to 90 days with interest paid at maturity, and may not exceed one year. A Master Repurchase Agreement is required.

K. Reverse Repurchase Agreements
Reverse Repurchase Agreements, on the other hand simply reverses the above process of purchasing repurchase agreements. The City, in effect, sells a particular security to a firm for a stated period of time, not to exceed 92 days. Interest is paid at maturity. The City pays the firm interest on the cash it receives while receiving the interest on original security. The City will in turn purchase a short term security at a higher rate of interest. Reverse repurchase agreements may also be used to alleviate a temporary cash shortage. The City of Visalia will never utilize the reverse repurchase agreement in order to meet its cash needs. Reinvestment of reverse repurchases will be in securities of shorter or equal maturities to a reverse repurchase agreement. Reverse repurchase agreements cannot exceed 20% of the investment portfolio.

L. Money Market Mutual Funds
Money Market Mutual Funds are shares issued by diversified management companies who invest in the securities and obligations as authorized by subdivisions (a) to (j), inclusive, or subdivisions (m) or (n) of Government Code Section 53630 and comply with the investment restrictions of Article 2 (commencing with Section 53630 of the California Government Code). To be eligible for investment 705
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pursuant to this subdivision, these companies shall either: (1) attain the highest ranking or the highest letter and numerical rating provided by not less than two nationally recognized rating services, or (2) have an investment adviser registered with the Securities and Exchange Commission with not less than five year's experience investing in the securities and obligations as authorized by subdivisions (a) to (j), inclusive, or subdivisions (m) or (n) of Government Code section 53630, and with assets under management in excess of five hundred million dollars ($500,000,000). The purchase price of shares purchased pursuant to this subdivision shall not include any commission that these companies may charge and shall not exceed 20 percent of the investment portfolio.

M. Investment Pools other than LAIF
Managed Investment Pool’s pursuant to California Government Code Section 53601 (p) for which shares of beneficial interest issued by a joint powers authority organized pursuant to California Government Code Section 6509.7 that invests in the securities and obligations authorized in subdivisions (a) to (q), inclusive. Each share shall represent an equal proportional interest in the underlying pool of securities owned by the joint powers authority. To be eligible under this section, the joint powers authority issuing the shares shall have retained an investment adviser that meets all of the following criteria:

1. The advisor is registered or exempt from registration with the Securities and Exchange Commission.

2. The advisor has not less than five years of experience investing in the securities and obligations authorized in subdivisions (a) to (q), inclusive.

3. The advisor has assets under management in excess of five hundred million dollars ($500,000,000).

9.0 Other Investment Pools:

A thorough investigation of investment pools, as authorized by statute, shall be conducted prior to the City’s investment. Any pool shall provide the following:
• A description of eligible investment securities, and a written statement of investment policy and objectives (i.e. are reserves, retained earnings, etc. utilized by the pool and is the pool eligible for bond proceeds and/or will it accept such proceeds)
• A description of interest calculations and distribution methods, and how gains and losses are treated • A description of how the securities are safeguarded (including the settlement processes), and how often securities are priced and the program audited
• A description of who may invest in the program
• A description of how deposits and withdrawals will be made, how often they are allowed and any minimum or maximum limitations
• A reporting schedule for receiving statements and portfolio activity • A fee schedule and method of assessment

10.0 Collateralization:

Collateralization will be required on two types of investments: certificates of deposit and repurchase (and reverse) agreements. Deposits are insured by the Federal Deposit Insurance Corporation (FDIC) currently up to $250,000 per institution and Certificates of Deposit can be supported by either 706
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110% U.S. Government agency notes or 150% mortgages currently held by the bank or savings and loan.

11.0 Safekeeping and Custody:

Securities purchased with invested funds that are in a negotiable, bearer, registered, or nonregistered format, shall require delivery of all the securities to the City, including those purchased for the City by financial advisors, consultants, or managers using the City’s funds, by book entry, physical delivery, or by third party custodial agreement. The transfer of securities to the counterparty bank’s customer book entry account may be used for book-entry delivery.

To insure the safety and internal accounting controls necessary to establish a stable and accurate investment system, the City uses an investment confirmation document. This document is prepared by Treasury and approved by accounting personnel. Copies are also distributed to the City accounting department, Treasury investment file, and the institutions with which the order to transfer funds was placed (safekeeping). This transaction control document, or "Confirmation" form, contains information regarding the type of investment; amount invested; interest rate; purchase and maturity dates; and any delivery instructions. This confirmation is matched to the Broker's Confirmation and held in the Treasury's file until the security is sold or matures.

12.0 Diversification:

The City operates its investment pool with many State and self-imposed constraints. It does not buy stocks and it does not speculate. Currently Government Code Section 53600 (et seq) restricts the City portfolio to:
o 30% in Negotiable Certificates of Deposit o 40% in Bankers Acceptance Notes o 25% in Commercial Paper o 30% in Medium Term Notes
o 20% in Money Market Mutual Funds o 20% in Repurchase Agreements These restrictions primarily apply to short-term investments and are interpreted to apply at the time of investment. If, as the portfolio mix changes over time, a particular segment exceeds these restrictions the prudent investor rule shall apply.

The City will be selective in purchasing long-term negotiable certificates of deposit and medium term notes, placing such an investment only with a large stable institution.

13.0 Maximum Maturities
To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements. The City will operate a portfolio with an average life of three years or less. This is to insure liquidity and the ability to move with changing markets and interest rates.

No investments shall be made in investments with maturities greater than five (5) years without specific Council approval not less than ninety days prior to the investment. Exception: Mortgage Backed Securities, such as Federal National Mortgage Association (Fannie Mae) and Government National Mortgage Association (Ginnie Mae) which have maturities greater than five (5) years, and not to exceed 30 years may be purchased. While the final maturity on these investments is greater than five (5) years, 707
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the return of principal and interest is received on a monthly basis (as mortgages are being paid, refinanced, and pre-paid), therefore minimizing the investment risk. At no point, will investments with maturities greater than five (5) years exceed 20% of the portfolio value.

14.0 Internal Control
To assure compliance with policies and procedures, the Treasurer, along with finance staff, shall form an investment committee. The committee will meet to review the investment portfolio and collectively establish investment goals and parameters for purchases. The committee will also collectively decide on investment purchases and sales of holdings.

15.0 Performance Standards
The investment portfolio shall be designed with the objective of obtaining a rate of return throughout budgetary and economic cycles, commensurate with the investment risk constraints and the cash flow needs.

15.1 Market Yield (Benchmark): The City’s investment strategy is passive. Passive investment portfolio management generally indicates that the Treasurer will purchase an instrument and hold it through maturity, and then reinvest the monies. Although the City’s investment strategy is passive, this will not restrict the Treasurer from evaluating when swaps are appropriate or if the sale of an instrument is prudent prior to final maturity. Given this strategy, a series of appropriate benchmarks shall be established against which portfolio performance shall be compared on a regular basis. The benchmarks shall be reflective of the actual securities being purchased and risks undertaken and the benchmarks shall have a similar weighted average maturity as the portfolio.

16.0 Reporting
Quarterly, the Treasurer will issue a report for Council’s review of the City's current investment portfolio, detailing securities purchase and maturity date, face and market value, credit quality, and any reverse activities.

Periodically, the long-term investments will be reviewed in order to determine if it is advantageous to sell those securities and purchase others. The review will consider current market conditions and various spread relationships among security types. Additionally, a statement will be issued indicating the findings of the analysis. The monitoring of the conditions set forth in this policy statement is the responsibility of the Treasurer.

17.0 Investment Policy Adoption
The City’s investment policy shall be adopted by resolution. The policy shall be reviewed annually by the City Council and any modifications made thereto must be approved by them. 708
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Exhibit A
City of Visalia - Summary of Eligible Investments
Type of Issue Original Maturities Interest Payments U.S. Govt.

Guaranteed?
_______________________________________________________________________ U.S. Treasury 91 day and 182 day Issued at a discount Yes Bills Bills auctioned each from par. Paid at
Monday for settlement maturity.
on Thursday.

52 week bills auctioned Discount is based on
every fourth Thursday the actual number of
for settlement on the days on a 360 day basis.
following Thursday. Paid at maturity.
________________________________________________________________________________ U.S. Treasury 2 to 10 years. Paid semi-annual based Yes Notes on the actual days in
the month and half-year.
________________________________________________________________________________ U.S. Treasury 10 to 30 years. Paid semi-annual based Yes Bonds on the actual days in
the month and half-year.

Strips or 10 to 30 years. Issued at a discount Yes
Zeros from par. Paid at
maturity on a 30/360
day basis.
________________________________________________________________________________ FNMA(Federal Discount notes are Issued at a discount No National Mortgage issued with maturities from par. Paid at Association) less than one year. maturity on a 30/360
day basis.

15 year and 30 year Principal and interest No
mortgage-backed paid semi-annually on a
securities with a 30/360 day basis.
7 and 15 year assumed
average life.
_________________________________________________________________________________ GNMA(Gov’t Various maturities Principal and interest Yes National Mortgage from 12 to 30 years paid monthly on a 30/360 Association) with an assumed day basis.
average life of
7 to 12 years.

______________________________________________________________________________ FHLB(Fed Home Bonds of maturities Paid semi-annually on No Loan Bank) from 1 to 10 years. 30/360 day basis.
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Exhibit A
City of Visalia - Summary of Eligible Investments
Type of Issue Original Maturities Interest Payments U.S. Govt.

Guaranteed?
________________________________________________________________________________ FFCB(Fed Farm 6 and 9 month Paid at maturity No
Credit Bank) offered monthly. on a 30/360 day basis.

Debentures are Paid semi-annually No
issued with 2 to on a 30/360 day basis.
5 years maturities.
________________________________________________________________________________ SBA(Small Bus. Loans to Small Principal and interest No Administration) Businesses. The paid monthly. On a
principal portion 30/360 day basis. Can
of the loan is be a fixed or variable
guaranteed by the rate which is usually
SBA. 1 to 30 years. tied to prime rate.
________________________________________________________________________________ FHLMC(Fed. Home 30 year final with Principal and interest No Loan Mortgage 12 year assumed paid monthly on a 30/360
Corporation) average life. day basis.

California Securities Debentures are Paid semi-annually No issued with 2 to on a 30/360 day basis.
5 years maturities.
________________________________________________________________________________ CD(Certificate 3 months to 5 years. Paid monthly on a No of Deposit) actual/360 day basis.
________________________________________________________________________________ NCD(Negotiable 3 months to 2 years. Paid semi-annually. No Certificates of Some issues have Floaters pay quarterly.

Deposit) quarterly floating
rates.
________________________________________________________________________________ BA Notes(Banker's 30 to 180 days. Issued at a discount No Acceptance Notes) from par. Paid at
maturity.
__________________________________________________________________________________ Commercial Paper Unsecured promissory Can be interest bearing No note issued by finance or a discounted note.
and industrial companies If interest bearing,
to raise short term paid semi-annually. If
capital. Generally 30 discounted, paid at
to 180 days. maturity.
__________________________________________________________________________________ MTN(Medium Term 2 to 5 years. Paid semi-annually No
Notes) Extended maturity on a 30/360 day basis.
commercial paper.
___________________________________________________________________________________ LAIF(Local Agency Funds are available Paid quarterly. No Investment Fund) on demand. Investments
State Pool are restricted by Gov't.

Code, same as the City's.
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Exhibit A
City of Visalia - Summary of Eligible Investments
Type of Issue Original Maturities Interest Payments U.S. Govt.

Guaranteed?
___________________________________________________________________________________ Repurchase Negotiated. Paid at maturity. No
Agreements A short term investment
transaction with a
contractual agreement
to repurchase the same
securities at a future
date. In essence, the
City loans the Bank
money for a specified
time collateralized by
marketable securities.

Terms are from 1
to 90 days.
_____________________________________________________________________________________ Reverse Negotiated. Paid at maturity. No
Repurchase This transaction
Agreements is the mirror image
of the repurchase
agreement. Instead
of the City loaning
the Bank money, the
Bank loans the City
funds. The City
then "repurchases"
securities with
matched maturities
to the end of the
contract. Terms are
from 1 to 90 days.
____________________________________________________________________________________ Money Market Funds are available Paid Monthly No
Mutual Funds on demand. Shares
issued by a diversified
management company.
____________________________________________________________________________________ Other Funds are available Paid quarterly No
Investment on demand.

Pools
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GLOSSARY
AGENCIES: Federal agency securities

ANNUAL COMPREHENSIVE FINANCIAL
REPORT (Annual Financial Report): The
official annual report for the City of Visalia. It
includes five combined statements for each
individual fund and account group prepared in
conformity with GAAP. It also includes supporting
schedules necessary to demonstrate compliance
with finance-related legal and contractual
provisions, and a detailed Statistical Section.

ASKED: The price at which securities are
offered.

ARBITRAGE: Transactions by which securities
are bought and sold in different markets at the
same time for the sake of the profit arising from a
yield difference in the two markets.

BANKERS ACCEPTANCE (BA): A draft of bill
or exchange by a bank or trust company. The
accepting institution guarantees payment of the
bill, as well as the issuer.

BID: The price offered by a buyer of securities.
(When you are selling securities, you ask for a
bid.) See Offer.

BROKER: A broker brings buyers and sellers
together for a commission.

CERTIFICATE OF DEPOSIT (CD): A time
deposit with a specific maturity evidenced by a
certificate. Large-denomination CD’s are typically
negotiable.

COLLATERAL: Securities, evidence of deposit
or other property which a borrower pledges to
secure repayment of a loan. Also refers to
securities pledged by a bank to secure deposits
of public monies.

COUPON: (a) The annual rate of interest a
bond’s issuer promises to pay the bondholder on
the bond’s face value. (b) A certificate attached
to a bond evidencing interest due on a payment
date.

DEALER: A dealer, as opposed to a broker, acts
as a principal in all transactions, buying and
selling for his/her own account.

DEBENTURE: A bond secured only by the
general credit of the issuer.

DELIVERY VERSUS PAYMENT (DVP): There
are two methods of delivery of securities: delivery
versus payment and delivery versus receipt.

Delivery versus payment is delivery of securities
with an exchange of money for the securities.

Delivery versus receipt is delivery of securities
with an exchange of a signed receipt for the
securities.

DERIVATIVES: (1) Financial instruments whose
return profile is linked to, or derived from, the
movement of one or more underlying index or
security, and may include a leveraging factor, or
(2) financial contracts based upon notional
amounts whose value is derived from an
underlying index or security (interest rates,
foreign exchange rates, equities or commodities).

DISCOUNT: The difference between the cost
price of a security and its maturity when quoted at
lower than face value. A security selling below
original offering price shortly after sale also is
considered to be at a discount.

DISCOUNT SECURITIES: Non-interest bearing
money market instruments that are issued at a
discount and redeemed at maturity for full face
value, e.g. U.S. Treasury Bills.

DIVERSIFICATION: Dividing investment funds
among a variety of securities offering independent
returns.

FEDERAL CREDIT AGENCIES: Agencies of the
Federal government set up to supply credit to
various classes of institutions and individuals,
e.g., S&L’s, small business firms, students,
farmers, farm cooperatives, and exporters.

FEDERAL DEPOSIT INSURANCE
CORPORATION (FDIC): A federal agency that
insures bank deposits, currently up to $250,000
per deposit.

FEDERAL FUNDS RATE: The rate of interest at
which Fed funds are traded. This rate is currently
pegged by the Federal Reserve through openmarket operations.

FEDERAL HOME LOAN BANKS (FHLB):

Government sponsored wholesale banks
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(currently 12 regional banks) which lend funds
and provide correspondent banking services to
member commercial banks, thrift institutions,
credit unions and insurance companies. The
mission of the FHLB’s is to liquefy the housing
related assets of its members who must purchase
stock in their district Bank.

FEDERAL NATIONAL MORTGAGE
ASSOCIATION (FNMA): FNMA, like GNMA was
chartered under the Federal National Mortgage
Association Act in 1938. FNMA is a federal
corporation working under the auspices of the
Department of Housing and Urban Development
(HUD). It is the largest single provider of
residential mortgage funds in the United States.

Fannie Mae, as the corporation is called, is a
private stockholder-owned corporation. The
corporation’s purchases include a variety of
adjustable mortgages and second loans, in
addition to fixed-rate mortgages. FNMA’s
securities are also highly liquid and are widely
accepted. FNMA assumes and guarantees that
all security holders will receive timely payment of
principal interest.

FEDERAL OPEN MARKET COMMITTEE
(FOMC): Consists of seven members of the
Federal Reserve Board and five of the twelve
Federal Reserve Bank Presidents. The President
of the New York Federal Reserve Bank is a
permanent member, while the other Presidents
serve on a rotating basis. The Committee
periodically meets to set Federal Reserve
guidelines regarding purchases and sales of
Government Securities in the open market and a
means of influencing the volume of bank credit
and money.

FEDERAL RESERVE SYSTEM: the central
bank of the United States created by Congress
and consisting of a seven member Board of
Governors in Washington, DC, 12 regional banks
and about 5,700 commercial banks that are
members of the system.

GENERALLY ACCEPTED ACCOUNTING
PRINCIPALS (GAAP): The standard established
by the National Council on Governmental
Accounting which establishes the minimum
requirements for a fair presentation of financial
data in external financial reports. GAAP also
assures a degree of comparability in financial
reporting among different governments.

GOVERNMENT NATIONAL MORTGAGE
ASSOCIATION (GNMA or Ginnie Mae):

Securities influencing the volume of bank credit
guaranteed by GNMA and issued by mortgage
bankers, commercial banks, savings and loan
associations, and other institutions. Security
holder is protected by full faith and credit of the
U.S. Government. Ginnie Mae securities are
backed by the FHA, VA or FMHM mortgages.

The term “passthroughs” is often used to describe
Ginnie Mae's.

LIQUIDITY: A liquid asset is one that can be
converted easily and rapidly into cash without a
substantial loss of value. In the money market, a
security is said to be liquid if the spread between
bid and asked prices is narrow and reasonable
size can be done at those quotes.

LOCAL AGENCY INVESTMENT FUND: The
Local Agency Investment Fund (LAIF) was
established by the State to enable treasurers to
place funds in a pool for investments. The LAIF
has been particularly beneficial to those
jurisdictions with small portfolios. Each account is
limited to an investment of $75.0 million.

MARKET VALUE: The price at which a security
is trading and could presumably be purchased or
sold.

MASTER REPURCHASE AGREEMENT: A
written contract covering all future transactions
between the parties to repurchase—reverse
repurchase agreements that establishes each
party’s rights in the transactions. A master
agreement will often specify, among other things,
the right of the buyer-lender to liquidate the
underlying securities in the event of default by the
seller-borrower.

MATURITY: The date upon which the principal
or stated value of an investment becomes due
and payable.

MONEY MARKET: The market in which shortterm debt instruments (bills, commercial paper, bankers’ acceptances, etc.) are issued and
traded.

OFFER: The price asked by a seller of securities.
(When you are buying securities, you ask for an
offer.) See Asked and Bid.

OPEN MARKET OPERATIONS: Purchases and
sales of government and certain other securities
in the open market by the New York Federal
Reserve Bank as directed by the FOMC in order
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to influence the volume of money and credit in the
economy. Purchases inject reserves into the
bank system and stimulate growth of money and
credit; sales have the opposite effect. Open
market operations are the Federal Reserve’s
most important and most flexible monetary policy
tool.

PORTFOLIO: Collection of securities held by an
investor.

PRIMARY DEALER: A group of government
securities dealers who submit daily reports of
market activity and positions and monthly
financial statements to the Federal Reserve Bank
of New York and are subject to its informal
oversight. Primary dealers include Securities and
Exchange Commission (SEC)-registered
securities broker-dealers, banks, and a few
unregulated firms.

PRUDENT PERSON RULE: An investment
standard. In some states the law requires that a
fiduciary, such as a trustee, may invest money
only in a list of securities selected by the custody
state--the so-called legal list. In other states the
trustee may invest in a security if it is one which
would be bought by a prudent person of
discretion and intelligence who is seeking a
reasonable income and preservation of capital.

QUALIFIED PUBLIC DEPOSITORIES: A
financial institution which does not claim
exemption from the payment of any sales or
compensating use or ad valorem taxes under the
laws of this state, which has segregated for the
benefit of the commission eligible collateral
having a value of not less than its maximum
liability and which has been approved by the
Public Deposit Protection Commission to hold
public deposits.

RATE OF RETURN: The yield obtainable on a
security based on its purchase price or its current
market price. This may be the amortized yield to
maturity on a bond the current income return.

REPURCHASE AGREEMENT (REPO): A holder
of securities sells these securities to an investor
with an agreement to repurchase them at a fixed
price on a fixed date. The security “buyer” in
effect lends the “seller” money for the period of
the agreement, and the terms of the agreement
are structured to compensate him for this.

Dealers use Repos extensively to finance their
positions. Exception: When the Fed is said to be
doing Repos, it is lending money, increasing bank
reserves.

SAFEKEEPING: A service to customers
rendered by banks for a fee whereby securities
and valuables of all types and descriptions are
held in the bank’s vaults for protection.

SECONDARY MARKET: A market made for the
purchase and sale of outstanding issues following
the initial distribution.

SECURITIES & EXCHANGE COMMISSION:

Agency created by Congress to protect investors
in securities transactions by administering
securities legislation.

SEC RULE 15C3-1: See Uniform Net Capital
Rule.

STRUCTURED NOTES: Notes issued by
Government Sponsored Enterprises (FHLB,
FNMA, SLMA, etc.) and corporations which have
imbedded options (e.g. call features, step-up
coupons, floating rate coupons, derivative-based
returns) into their debt structure. Their market
performance is impacted by the fluctuation of
interest rates, the volatility of the imbedded
options and shifts in the shape of the yield curve.

TREASURY BILLS: A non-interest bearing
discount security issued by the U.S. Treasury to
finance the national debt. Most bills are issued to
mature in three months, six months, and one
year.

TREASURY BONDS: Long-term coupon-bearing
U.S. Treasury securities issued as direct
obligations of the U.S. Government and having
initial maturities of more than 10 years.
714
17 | P a g e
TREASURY NOTES: Long-term coupon-bearing
U.S. Treasury securities issued as direct
obligations of the U.S. Government and having
initial maturities from two to 10 years.

UNIFORM NET CAPITAL RULE: Securities and
Exchange Commission requirement that member
firms as well as nonmember broker-dealers in
securities maintain a maximum ratio of
indebtedness to liquid capital of 15 to 1; also
called net capital rule and net capital ratio.

Indebtedness covers all money owed to a firm,
including margin loans and commitments to
purchase securities, one reason new public
issues are spread among members of
underwriting syndicates. Liquid capital includes
cash and assets easily converted into cash.

YIELD: The rate of annual income return on an
investment, expressed as a percentage. (a)
INCOME YIELD is obtained by dividing the
current dollar income by the current market price
for the security. (b) NET YIELD or YIELD TO
MATURITY is the current income yield minus any
premium above par or plus any discount from par
in purchase price, with the adjustment spread
over the period from the date of purchase to the
date of maturity of the bond.
715
RESOLUTION NO. 2025-44

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF VISALIA

ADOPTING THE CITY INVESTMENT POLICY
WHEREAS, the Council of the City of Visalia has adopted the Statement of Investment Policy; and
WHEREAS, California Government Code section 53646 requires annual review and adoption of the Investment Policy; and
WHEREAS, the authority to manage the City’s investment program is derived from the City’s Charter; and
WHEREAS, California Government Code section 53607 requires the authority to invest the funds of the City to be delegated annually to the Finance Director/Treasurer,
NOW, THEREFORE, BE IT RESOLVED that the Council of the City of Visalia adopt the City of Visalia Statement of Investment Policy and delegate responsibility for the investment program to the Finance Director/Treasurer.

PASSED AND ADOPTED: LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution ___________________ passed and adopted by the Council of the City of Visalia at a regular meeting held on ___________________.

Dated: Leslie B. Caviglia, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
716
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0227 Agenda Date: 6/16/2025 Agenda #: 14.

Agenda Item Wording:

Amend Landscape & Lighting District - Request authorization to amend Landscape and Lighting Assessment District No. 23-01 “Shepherds Ranch” and order the improvements and levy the annual assessments for Landscape and Lighting Assessment District No. 23-01. Shepherds Ranch subdivision is located on the west side of Shirk Street between Pershing Court and West Hurley Avenue (Resolution Nos. 2025-42 and 2025-43 required). APN: 081-030-046.

Prepared by: Luqman Ragabi,
Associate Engineer, [email protected], (599) 713-4362 Adrian Rubalcaba, Sr. Project Manager, [email protected] (559)713-4507 Jason Huckleberry, Engineering and Building Director, [email protected], (559) 713- 4495.

Department Recommendation: Staff recommends that the City Council adopt Resolution No. 2025 -42 amending Landscape and Lighting Assessment District No. 23-01 to include the second and final phase of the Shepherds Ranch subdivision, Shepherds Ranch Phase 2. Staff further recommends Council adopt Resolution No. 2025-43 ordering the improvements to be made, maintained, and operated, and levying the annual assessments for the amended Landscape and Lighting Assessment District No. 23-01 "Shepherds Ranch."
Summary:

Shepherds Ranch Phase 1 is a 10-acre subdivision that created 41 single-family residential lots and two outlots designated for Landscaping and Lighting District (LLD) purposes. The subdivision includes 60-foot-wide public local streets with full public improvements, including curb, gutter, parkway landscaping, sidewalks, streetlights, and underground utilities such as sewer, storm drainage, gas, electricity, and water. Landscaping and Lighting District 23-01 was originally formed in July 2024 to provide maintenance services for public improvements within Shepherds Ranch Phase

1. At formation, the District included 41 lots, with an annual assessment of $1,957.65 per lot.

At this time, the developer, DR Horton, retains ownership of all lots within Shepherds Ranch Phase 1 and is actively processing Shepherds Ranch Phase 2, a proposed 40-acre subdivision that will create 200 single-family residential lots (10 of which are encumbered by a temporary storm basin) and two additional outlots for Landscaping and Lighting District purposes. Similar to Phase 1, Shepherds Ranch Phase 2 will include public local streets with full improvements, underground infrastructure, and public amenities. Additionally, the developer desires to create a Homeowners Association (HOA) to be responsible for the ownership and maintenance of the temporary storm basin that encumbers 10 residential lots.

The amendment to include Shepherds Ranch Phase 2 into Landscaping and Lighting District 23-01 will increase the total number of assessable lots within the District to 231. There are 241 lots total but 10 lots contain the temporary basin that will be owned by the HOA. These 10 lots will need to be annexed into the District after the basin is removed, which would further reduce the assessment Visalia City Council Page 1 of 3 Printed on 6/13/2025
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File #: 25-0227 Agenda Date: 6/16/2025 Agenda #: 14.
annexed into the District after the basin is removed, which would further reduce the assessment amount for the remaining lots in the subdivision.

As a result of this proposed amendment, the annual assessment per lot will be reduced from $1,957.65 to $1,378.57 [or $1,479.53 per lot if the temporary storm drainage basin is not maintained by the Shepherds Ranch Homeowners Association (“HOA”)]. The District will be responsible for the ongoing maintenance of all public local streets, street trees, streetlights, pocket park amenities, and a temporary stormwater basin serving the subdivision if the HOA does not maintain this basin. The HOA is expected to maintain the basin but this amount is being listed as a possible charge in case maintenance does not occur as set forth in the First Amendment to the Declaration of Covenants, Conditions and Restrictions and Establishment of Easements of Shepherds Ranch that DR Horton prepared for the HOA it organized. To cover any financial gaps in the unlikely event the City’s assessment district assumes maintenance of the temporary basin, the developer is being required to provide one-year’s maintenance deposit to be held by the City.

The final subdivision maps for Shepherds Ranch Phase 2 are currently under review by the city and are anticipated to be presented to the City Council for approval and recordation in the near future.

The Landscape and Lighting Assessment District No. 23-01 has also been reviewed and approved as to form by the Landscape and Lighting District Committee. All new landscaping installed with this development will strictly adhere to the State Model Water Efficient Landscape Ordinance (MWELO).

MWELO required that landscaping and irrigation plans be certified by a qualified entity (i.e., a Landscape Architect) as meeting the State and City’s water conservation requirements. In addition, MWELO increases water efficiency standards for new landscapes through use of more efficient irrigation systems, inclusion of drought tolerant plan and tree species, and by limiting the portion of landscape that can be covered in turf.

Background Discussion:

The City of Visalia has been allowing the developers of subdivisions to form assessment districts under the Landscape and Lighting Act of 1972, and now under Proposition 218, in lieu of using homeowners associations for the maintenance of common features such as landscaping, irrigation systems, streetlights, street trees, and local streets. The maintenance of these improvements is a special benefit to the development and enhances the land values to the individual property owners in the district.

The Landscape and Lighting Act allows for the use of summary proceedings when all the affected property owners have given their written consent to waive the requirement for a public hearing. The notice period is also waived. The owner of this development has given their written consent to waive the public hearing and form this district. The use of summary proceedings allows for the initiation of proceedings and the final annexation action of the assessment district to be acted upon together as separate resolutions.

Fiscal Impact: 231 lots will start contributing to the Landscape and Lighting Assessment District (L&LD 23-01) created for maintenance of common features related to this subdivision. The annual lot assessment will be $1,378.57 per lot or $1,479.53 per lot if the temporary storm drainage basin is not maintained by the HOA.

Prior Council Action: On June 10, 1987 Council authorized the use of landscape maintenance Visalia City Council Page 2 of 3 Printed on 6/13/2025
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File #: 25-0227 Agenda Date: 6/16/2025 Agenda #: 14.
assessment districts per the Landscape and Lighting Act of 1972 for maintaining common area features that are a special benefit and enhance subdivisions. On July 15, 2024 Councial authorized the recording of Shepherds Ranch 1 Final map and the formation of the Landscape and Lighting Assessment District 23-01.

Other: On August 8, 2022 The Tentative subdivision map for Shepherds Ranch Phase 1 (Tentative Subdivision Map No. 5581) was approved by the Planning Commission.

On April 16, 2024, L&LD 23-01 was reviewed and approved as to form by the Landscape and Lighting Committee.

Alternatives: None recommended.

Recommended Motion (and Alternative Motions if expected):

I move to adopt Resolution No. 2025-42 amending Landscape and Lighting Assessment District No. 23-01 “Shepherds Ranch”; and adopt Resolution No. 2025-43 ordering the improvements and levying the annual assessments for Assessment District No. 23-01 “Shepherds Ranch.” Environmental Assessment Status: Negative Declaration.

CEQA Review: Negative Declaration No. 2021-41, adopted December 13, 2021.

Deadline for Action: 6/16/2025
Attachments:

1. Aerial Map

2. Resolution Documents including:

Resolution for Amendment to the Landscape and Lighting
District.

Clerk’s Certification
Resolution Ordering the Improvements
Exhibit A - Assessment Diagram
Exhibit B - Landscape Location Diagram
Exhibit C - Tax roll Assessment
Exhibit D - Engineer’s Report
Visalia City Council Page 3 of 3 Printed on 6/13/2025
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720
RESOLUTION NO. 2025-42

RESOLUTION FOR AMENDMENT
TO ASSESSMENT DISTRICT NO. 23-01
Shepherds Ranch
(Pursuant to Landscape and Lighting Act of 1972)
WHEREAS, the City Council of the City of Visalia, during a meeting held on June 16th, 2025, at 7:00 p.m. in the Visalia City Council Chambers, located at 707 West Acequia Avenue, reviewed and approved the Amendment of the improvements being maintained within Landscape and Lighting District No. 23-01; and
WHEREAS, the Amendment to Landscape and Lighting District No. 23-01 will specifically include Phase 2 of the Shepherds Ranch subdivision, which includes additional maintenance for local street pavement, block walls, street trees, street lighting, and landscaping and related pocket park amenities, and temporary storm basin maintenance; and WHEREAS, an Engineer’s Report amending Landscape and Lighting District No. 23-01 has been prepared and determined that the changes will decrease the assessment.

NOW THEREFORE BE IT RESOLVED AS FOLLOWS:

1. It is the intent of the Visalia City Council to levy and collect assessments within Landscape and Lighting District No. 23-01.

2. District No. 23-01 is located on the west side of Shirk Street between Pershing Court and West Hurley Avenue.

3. The Amendment will include Shepherds Ranch 2 Subdivision.

4. In addition to the improvement modifications, the City Council is approving the Amendment pursuant to the Landscaping & Lighting Act of 1972, (Section 22500 and following, Streets & Highways Code) of additional territory into Landscape and Lighting District No. 23-01.

5. The Amendment adds 40 acres into Landscape and Lighting District No. 23-01, consisting of 200 single-family lots, with 10 of such lots being the temporary basin which will be owned and maintained by the HOA and not subject to any taxes as common area so long as they are owned by the HOA, so there will only be 190 single family lots added.

Improvements include 105 street trees, 200 landscape trees, 107,892 square feet of landscape area, 41 streetlight, 3090 linear feet of block wall, 390,847 square feet of local street pavement area, and other applicable equipment and improvements to be maintained as referenced in the Engineer’s Report.

6. The City Engineer has updated the engineer’s report for Landscape and Lighting District No. 23-01, a copy is on file with the City Clerk, and it shows a full and detailed description of the improvements with the modifications described above, the boundaries of the assessment district as modified, and the proposed assessments upon the assessable lots and parcels of land within the district. With these modifications and changes, the per lot assessment will decrease from $1,957.65 per lot to $1,378.57 per lot or $1,479.53 per lot if the temporary storm drainage basin is not maintained by the Shepherds Ranch Homeowners Association (“HOA”) and the district is required to maintain the basin. The basin maintenance costs will not be charged if the HOA maintains the temporary basin 721
and will be removed when the temporary basin is removed and replaced. These fees can also be reduced if the temporary basin is removed and the 10 lots are required to be annexed into the District, to which the 10 lots will be assessed the current lot assessment at the time.

7. The amended district shall continue with the designation “Assessment District No. 23-01, City of Visalia, Tulare County, California” and shall include the land shown on the map designated “Assessment Diagram, Assessment District No. 23-01, City of Visalia, Tulare County, California”, which is on file with the City Clerk and is hereby approved and known as “Shepherds Ranch.”
PASSED AND ADOPTED: June 16, 2025 LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-42 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 16, 2025.

Dated: June 16, 2025 LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
722
CLERK’S CERTIFICATION TO COUNTY AUDITOR
ASSESSMENT DISTRICT NO. 23-01
Shepherds Ranch
(Pursuant to Landscaping & Lighting Act of 1972)
TO THE COUNTY AUDITOR OF THE COUNTY OF TULARE:

I hereby certify that the attached document is a true copy of that certain Engineer’s Report, including assessments and assessment diagram, for “Assessment District No. 23-01, City of Visalia, Tulare County, California” confirmed by the City Council of the City of Visalia on June 16, 2025 by its Resolution No. 2025-43.

This document is certified, and is filed with you, pursuant to Section 22641 of the Streets and Highways Code.

Dated: LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
723
RESOLUTION NO. 2025-43

RESOLUTION ORDERING THE IMPROVEMENTS FOR
ASSESSMENT DISTRICT NO. 23-01
Shepherds Ranch
(Pursuant to the Landscape & Lighting Act of 1972)
NOW THEREFORE BE IT RESOLVED AS FOLLOWS:

1. The City Council adopted its Resolution for Amendment to Assessment District No. 23- 01, City of Visalia, Tulare County, California, and directed the filing of the Engineer’s Report on the proposed amendment.

2. The Engineer for the proceedings has filed an Engineer’s Report with the City Clerk.

3. The City Council hereby orders the improvements and the formation of the assessment district described in the Resolution Initiating Proceedings and in the Engineer’s Report.

4. The City Council hereby confirms the diagram and the assessment contained in the Engineer’s Report and levies the assessment for the fiscal year 2025-26.

5. The City Council hereby forwards the following attachments to Tulare County Recorder’s Office for recordation:
a. Resolution for Amendment
b. Clerk’s Certification to County Auditor
c. Resolution Ordering Improvements
d. Engineer’s Report:

Exhibit A - Assessment Diagram showing all parcels of real property within the Assessment District
Exhibit B - Landscape Location Diagram
Exhibit C - Tax Roll Assessment
Exhibit D - Engineer’s Report
724
PASSED AND ADOPTED: June 16, 2025 LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-43 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 16, 2025.

Dated: June 16, 2025 LESLIE B. CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
725
Exhibit “A”
Assessment Diagram
Landscape & Lighting Assessment District No. 23-01
Shepherds Ranch
726
Exhibit “B”
Landscape Location Diagram
Landscape & Lighting Assessment District No. 23-01
Shepherds Ranch
727
Exhibit “B”
Landscape Location Diagram
Landscape & Lighting Assessment District No. 23-01
Shepherds Ranch
728
Exhibit “B”
Landscape Location Diagram
Landscape & Lighting Assessment District No. 23-01
Shepherds Ranch
729
Exhibit “B”
Landscape Location Diagram
Landscape & Lighting Assessment District No. 23-01
Shepherds Ranch
730
Exhibit “C”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
731
Exhibit “C”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
732
Exhibit “C”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
733
Exhibit “C”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
734
Exhibit “C”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
735
Exhibit “C”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
736
Exhibit “D”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
General Description
This Assessment District (23-01, Shepherds Ranch) is located on the west side of Shirk Street between Pershing Court and West Hurley Avenue. Exhibit “A” is a map of Assessment District 23-01. This District includes maintenance of shrub area, irrigation systems, street trees, landscape trees, block walls, streetlights, pavement on local streets, temporary storm basin maintenance as needed, and any other applicable equipment or improvements. The maintenance of irrigation systems and block walls include, but not limited to, maintaining the structural and operational integrity of these features and repairing and acts of vandalism (graffiti, theft or damage) that may occur. This District includes the preventative maintenance of all internal local City streets by means including, but not limited to, overlays, cape seals, crack seals, and reclamite (oiling). The total number of lots within the District is 241 however 10 of the lots will contain the temporary basin that will not be subject to assessment during the period they are owned by the HOA, so there are effectively 231 lots within the District.

Determination of Benefit
The purpose of landscaping is to provide an aesthetic impression for the area. The lighting is to provide safety and visual impressions for the area. The block wall provides security, aesthetics, and sound suppression. The maintenance of any landscape areas, streetlighting, street pavement, and block walls is vital for the protection of both economic and humanistic values of the development, including the maintenance of the temporary storm basin required to serve the development. In order to preserve the values incorporated within developments and to concurrently have an adequate funding source for the maintenance of public improvements within the subdivision, the City Council has determined that landscape areas, streetlights, block walls, street trees, temporary storm basins, and all internal local streets should be included in a maintenance district to ensure satisfactory levels of maintenance.

Method of Apportionment
In order to provide an equitable assessment to all owners within the District, the following method of apportionment has been used. All lots in the District benefit equally, including lots not adjacent to landscape areas, block walls, the temporary storm basin, and street lights. The lots not adjacent to landscape areas, block walls, the temporary storm basin, and street lights benefit by the uniform maintenance and overall appearance of the District. All lots in the District have frontage on an internal local street and therefore derive a direct benefit from the maintenance of the local streets.

It is noted that the temporary storm basin is being included in the calculations but as noted the costs for maintaining this area will not be charged unless the homeowners association made up of the owners of the residential lots in the subdivision fails to maintain the temporary storm basin and the District is required to maintain this area. The costs to maintain the basin will not be charged if the homeowners association conducts the maintenance. In addition, if the temporary storm drain basin is replaced by a permanent basin and the lots are developed into residential homes, then this amount will be permanently removed. The unit cost for basin maintenance shall increase as costs increase for the annual maintenance. This increase is to allow the costs to be assessed, if needed, at the current unit cost.
737
Exhibit “D”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
Estimated Costs
The estimated costs to maintain the District includes the costs to maintain any landscaping, street trees, a temporary storm basin, landscape trees, street lights, block walls, and pavement on local streets. The regular preventive maintenance of pavement on local streets is based on the following schedule: Reclamite on a 5 year cycle, Crack Seal on a 7 year cycle; Cape Seal on a 15 year cycle and Overlays on a 20 year cycle.
738
Exhibit “D”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
The quantities, estimated costs, and per lot assessment in the “Shepherds Ranch” landscape and lighting district are as follows:
739
Exhibit “D”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
Annual Cost Increase
This assessment district shall be subject to an automatic annual increase derived by the following formula:
year “n” assessment = ($318,448.83) (1.05)
(n-1)
where “n” equals the age of the assessment district with year one (1) being the year that the assessment district was formed;
However, in no case shall the assessment be greater than 1) The actual cost of providing the benefit conferred to each parcel plus any prior years’ deficit and less any carryover, as determined annually or; 2) a 10% increase over the prior year’s assessment.

The reserve fund shall be replenished as necessary to maintain a level of 10% of the estimated maintenance cost so long as the annual assessment change does not exceed the limits identified above.

Example 1) The year four estimated costs are $347,109.23 [a 9% increase over the base year assessment of $318,448.83]. The ceiling on the assessment increase for year four would be $368,644.33 [ceiling ($318,448.83) (1.05) (4-1)]. The assessment would be set at $347,109.23 or the actual cost of providing the maintenance effort.

Example 2) The year four assessment is estimated at the actual cost of providing the maintenance effort of $359,847.18 [a 7% increase over the previous year assessment and a 13.0% increase over the base year assessment]. The ceiling on the assessment increase for year four would be $368,644.33 [ceiling = ($318,448.83) (1.05) (4-1)]. The assessment would be set at $359,847.18 or the actual cost of providing the maintenance effort because it is less than the ceiling amount and the year-to-year increase is less than the 10% cap on increases in any given year.

Example 3) The year four assessment is $347,109.23 [a 9% increase over the base year assessment $318,448.83] and damage occurred to the masonry wall raising the year five assessment to $423,473.26 [a 22% increase over the previous year assessment]. The year five assessment will be capped at $381,820.15 , a 10% increase over the previous year and under the ceiling of $387,076.54 [ceiling = ($318,448.83) (1.05) (5-1)]. The difference of $41,653.11 will be recognized as a deficit and carried over into future years’ assessment. 740
Exhibit “D”
Engineer’s Report
Landscape & Lighting Assessment District 23-01
Shepherds Ranch
Fiscal Year 2025-26
City Engineer Certification
I hereby certify that this report was prepared under my supervision and this report is based on information obtained from the improvement plans of the subject development.

Christopher Crawford Date
City Engineer
741
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0228 Agenda Date: 6/16/2025 Agenda #: 15.

Agenda Item Wording:

Website and Services Contract - Authorize the City Manager to enter into a (5) year service and software license agreement with CivicPlus for web services, including a new website, 311 resident service request system, public records request management system, social media monitoring and archiving, and accessibility monitoring, attaching to a General Services Administration contract for a total of $570,000.

Prepared by:

Allison Mackey, Communications & Brand Manager, 559-713-4535 [email protected] John Howson, IS Manager, 559-713-4122 [email protected] Renee Nagel, Finance & Technology Director, 559-713-4375 [email protected] Department Recommendation: It is recommended that the Visalia City Council authorize the City Manager to enter into a (5) year service and software license agreement with CivicPlus for web services, including a new website, 311 resident service request system, public records request management system, social media monitoring and archiving, and accessibility monitoring, attaching to the General Services Administration (GSA) Contract GS-35F-0124U, for a total of $570,000.

Summary:

The City’s current website was developed in 2014 and launched in January 2015. City staff have been asked to modernize the City's digital presence, enhance access to services, and foster greater civic engagement. The proposed solution from CivicPlus will provide a modern, accessible, mobilefriendly, website. Residents will be able to easily find information, submit service requests online or through a mobile app, and submit public records requests easily from the city website.

Background Discussion:

The City’s current website was developed in 2014 by Civica Software and launched in January 2015.

In October 2015, Civica Software was acquired by Granicus. Following the acquisition, no further development was made to the Civica platform.

As a result, the website has become outdated and increasingly inadequate in meeting current standards. Notably, it lacks optimization for mobile devices, presents difficulties in submitting service requests, and does not comply with upcoming accessibility regulations.

Compliance with Accessibility Requirements
The U.S. Department of Justice Civil Rights Division is requiring that websites and mobile applications comply with the Americans with Disabilities Act Title II web accessibility rules. The City must achieve full compliance by April 24, 2026. The current platform does not meet these requirements, making modernization both necessary and time sensitive.

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File #: 25-0228 Agenda Date: 6/16/2025 Agenda #: 15.

Modernization Initiative
In response to these challenges, City staff were tasked with evaluating and recommending a modern solution to better serve residents, employees, and the broader public. A dedicated committee was formed to assess the current platforms and develop a forward-looking solution.

Key Goals of the Website Modernization
· Replacement of Existing Website: Implement a modern, government-focused website platform.
· Technology Integration: Leverage up-to-date web, mobile, and social media technologies to enhance civic engagement.
· User Experience: Create a well-designed, intuitive, and easy-to-navigate website that offers a positive user experience.
· Content Management: Provide a streamlined, user-friendly content management system for staff to efficiently publish and manage content.
· Workflow Automation: Implement electronic review, approval, and publishing processes. · Information Architecture: Redesign the structure and navigation of the City’s website for improved usability and content discoverability.
· Program Compatibility: Ensure compatibility with existing programs and seamless integration with future tools, particularly those enabling virtual services and community engagement.
· Constituent Relationship Management (CRM): Integrate a CRM tool that allows residents to submit questions or service requests and centralizes all related communication, documentation, and task tracking.
· Visual Identity: Develop a visually cohesive and brand-aligned website that reflects the City’s logo and color palette.
· Accessibility and Compliance: Ensure full compliance with the Americans with Disabilities Act (ADA) and all applicable federal, state, and local accessibility standards. · Multilingual Access: Enable content translation to serve non-English-speaking residents and visitors.
· Data Security: Meet security standards consistent with local, state, and federal requirements. · Content Migration: Migrate all key documents and content from the existing website into the new system.
· Public Records Act Request Management: Allow for the submission and central Visalia City Council Page 2 of 5 Printed on 6/11/2025
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management of public records requests.
· Social Media Management: Archive and oversee multiple official social media accounts.

Security Enhancements
A critical benefit of moving to a new website platform is the significant improvement in cybersecurity.

The current site, built on an unsupported and unmaintained platform, poses security risks and limited compliance with modern data protection standards.

The new solution will:
· Be hosted on secure, government-grade infrastructure. · Include regular updates and security patches to protect against emerging threats. · Ensure compliance with federal, state, and local data privacy regulations. · Offer role-based permissions and audit trails for administrative access. · Reduce the risk of data breaches through modern encryption and secure authentication systems.

Investing in a secure platform is not only a best practice-it is essential for maintaining public trust and safeguarding sensitive City and resident data.

Vendor Selection Process
On August 6, 2024 the City issued request for proposals (RFP) 23-24-60 for website redesign, implementation, & management services. After reviewing all responses, the evaluation committee determined that none fully met the stated requirements.

The committee then consulted with peer agencies and evaluated leading government website providers, including CivicLive, CivicPlus, Granicus, and Revize. After reviewing demonstrations, checking references, and analyzing comparable websites, the committee unanimously selected CivicPlus based on its comprehensive service offering, ease of use, and alignment with City goals.

CivicPlus has been providing City websites and services for over 25 years, with over 10,000 local governments using their products. In California, it is used by City of Bakersfield, City of Modesto, City of Kingsburg, City of East Palo Alto, City of Escondido, City of Santa Rosa, City of Diamond Bar, City of Woodland, City of San Bernardino, City of Arroyo Granda, City of Chino Hills, and many more.

The public records request system, NextRequest, is used locally in Fresno County and Kern County.

The CivicPlus proposal includes:
· Website (Municipal Websites Central): A new government focused website, design services, and migration of existing web content. Website will integrate with other government tools already used by the City and include technical support. · ADA Compliance (AudioEye & Acquia Optimize): Automated ADA and Web Content Visalia City Council Page 3 of 5 Printed on 6/11/2025
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File #: 25-0228 Agenda Date: 6/16/2025 Agenda #: 15.

Accessibility Guidelines (WCAG) 2.2 compliance monitoring and added accessibility features.

This includes review of content quality, broken links and other usability issues, such as color contrast and recommendations on correcting and updating content. · Public Records Management (NextRequest): Public records request management tool that receives records requests through an online portal via the City website, routes those requests to staff automatically, providing tracking and document production for proof of compliance. · Service Request Management (SeeClickFix 311 CRM): Resident and staff service request and tracking system. Will be similar, but an improved and more technologically advanced Visalia Works type system.
· Social Media Tools (ArchiveSocial): Social media archiving and management tool that captures and preserves all the content the City posts and engages with, including deleted, edited and hidden posts and comments. Allows for reply of any records in their original context with digital signatures, timestamps and metadata
The CivicPlus proposal allows the City to consolidate several independent initiatives into a single, efficient platform managed by one vendor. This consolidation will streamline staff responsibilities, reduce costs, and improve service delivery.

Notably, a separate project, and budget, for public records request management is fulfilled by this proposal, saving staff time and reducing the budget.

The Police Department currently uses ArchiveSocial; expanding its use to the Administrative Services Department’s Communications Division will further optimize licensing and support costs.

Staff recommend entering into an agreement with CivicPlus to secure the promotional pricing and reserve a position in the design queue. The goal is to launch the new website by early 2026, ensuring full ADA compliance ahead of the federal deadline.

Staff will provide City Council with regular updates and design drafts for review prior to the new website’s launch. In addition, a formal communications plan will be developed to inform and engage the public throughout the transition.

Fiscal Impact: The website implementation cost is budgeted for $75,000 in a capital project. The CIP will fund Year 1 (FY 25/26) of this project’s $74,805 (CIP 3880-72000/CP0762-999). Years 2-5 (FY 26/27-29/30) will be funded in the department’s operating budget which will be included in future budgets.

Implementation
Cost
Year 1 Year 2 Year 3 Year 4 Year 5 5 Yr-Total
Annual Total $ 74,805 $ 114,506 $ 120,232 $ 126,243 $ 132,555 $ 568,341 Maintenance Cost
Year (1) includes a promotional discount of $47,726.

Visalia City Council Page 4 of 5 Printed on 6/11/2025
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Prior Council Action: 12/16/24, Council approved appropriating funds for the remaining American Rescue Plan Act (ARPA) projects. The approved projects included the website refresh.

Alternatives: Direct staff to expedite the re-issue of the request for proposal to meet the April 24, 2026 ADA compliance deadline.

Recommended Motion (and Alternative Motions if expected):

Authorize the City Manager to enter into a (5) year service and software license agreement with CivicPlus for web services, including a new website, 311 resident service request system, public records request management system, social media monitoring and archiving, and accessibility monitoring, piggybacking the General Services Administration (GSA) Contract GS-35F-0124U, for a total of $570,000.

Deadline for Action: 6/16/2025
Attachments:

Quote - 20250604 - CA - Visalia - GSA SOW - Multiproduct.pdf Proposal - CA - Visalia - Web+Acc+311+SMA+NR - 632025.pdf Visalia City Council Page 5 of 5 Printed on 6/11/2025
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City of Visalia
California
PS05012025
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Company Overview
CivicPlus started back in June of 1998 with a simple yet powerful vision: to develop technology solutions that empower local government staff to manage daily operations efficiently without depending on paper-based processes or complex systems.

Today, CivicPlus provides public sector technology that provides intelligent automation for staff and a unified experience for residents. CivicPlus solutions help increase process efficiency by up to 40%, freeing staff to improve community engagement. Our wide range of government software solutions are designed to be flexible, scalable, and customizable, ensuring a singular experience for residents and staff.

OUR PORTFOLIO INCLUDES:
• Municipal Websites
• Web Accessibility
• Agenda and Meeting Management
• Mass Notification
• Social Media Archiving
• NextRequest
• Recreation Management
• SeeClickFix 311 CRM
• Municode Codification
• Process Automation and Digital Services
• Community Development
• Asset Management
• Utility Billing
• Resident Portal
Company Contact
Information
302 S. 4th Street, Suite 500
Manhattan, KS 66502
Toll Free: 888.228.2233
Fax: 785.587.8951
civicplus.com
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Experience & Recognition
With public service in our DNA, our 25-year heritage of success is fueled by the expertise of our product innovators—many of whom served in local government. Our commitment to deliver impactful solutions in design and development, end-user satisfaction, and secure hosting has been instrumental in making us a leader in government technology. We are proud to have earned the trust of our over 10,000 customers and their over 100,000 administrative users.

In addition, over 340 million residents engage with our solutions daily. With such experience, we are confident that we can provide the best solution for you.

We’re proud to be recognized in various ways for our dedication and service to our customers. • Winner of multiple Stevie® Awards, the world’s top honors for customer service, sales professionals, and more.
• Designated a top-100 U.S. company by Government Technology magazine for making a difference in the public sector.
• Selected by Inc. Magazine as “One of the Fastest Growing PrivatelyHeld Companies in the U.S.” each year since 2011. • Certified™ by Great Place To Work®, which is a prestigious award is based entirely on what current employees say about their working experience.

The Best-Run Local Governments Run on
CivicPlus Technology
Government leaders tell us that one of their most pressing needs is to improve how residents access and experience municipal services. However, they struggle with budget cutbacks and technology constraints. With CivicPlus, leaders can finally overcome the perpetual trade-off between the demand for better services and the realities of operational resources, by leveraging the unique Civic Impact Platform to deliver both unmatched end-to-end automated efficiency and truly unified, delightful resident experiences.

CivicPlus is the only government technology company exclusively committed to being a trusted partner for impact-led government, enabling our customers to efficiently keep our communities informed, involved, and connected using our innovative and integrated technology solutions built and supported by former municipal leaders and award-winning support teams. With it, our customers increase revenue and operate more efficiently while nurturing trust among residents.
25+ Years
10,000+ Customers
950+ Employees
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The Civic Impact Platform
The comprehensive Civic Impact Platform delivers unmatched end-to-end efficiency, supercharging staff impact through intelligent automation, and unlocking collaboration in and across departments. At the same time, this unique platform delivers a truly unified residence experience, delighting residents with a singular profile and single sign on for friction-free, no-hassle services.

With CivicPlus your team is always change-ready, staying a step ahead of disruption, whether evolving compliance and accessibility requirements, civil emergencies, and more.

IMPACT-LED GOVERNMENT
Impact-led government goes beyond transactional services to create lasting change in communities. By modernizing processes, it uses automation, collaboration, and data-driven insights to help staff work more efficiently and make services more accessible—anticipating needs and addressing challenges before they arise for residents and staff.

The CivicPlus Civic Impact Platform Enables Impact-Led Government Through Five Key Principles:

1. Modernize and connect every function: Work better together through intelligent automation, efficiency, and stronger collaboration.

2. Deliver a singular, personalized resident experience: Replace hassle with friction-free delight, delivering a unified profile and intuitive, consistent experiences.

3. Supercharge staff impact: Boost staff performance with automated tasks, data-driven decisions, and aligned priorities and processes.

4. Strengthen compliance, accessibility, and readiness: Forward-thinking best practices and continuous adaptation to change.

5. Consolidate on a comprehensive, purpose-built platform: Choose solution breadth, eliminate multiple vendors, and gain compounding value over time.
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CivicPlus Resident Portal

THE NEXT EVOLUTION IN DIGITAL RESIDENT ENGAGEMENT
CivicPlus Portal is a mobile-friendly, personalized online hub from which residents can quickly, easily, and securely obtain information, access resources, discover services, complete transactions, and interact with their local government
administration. It is the public gateway to the Civic Impact Platform, empowering resident self-service from one central location for everything from submitting forms, referencing recent legislation, and engaging with public meetings to managing individual alert and notification preferences.

Personalized Resident Benefits:
• One username, password, or popular platform-enabled single sign-on (via Facebook, Google, Microsoft, or Apple) to securely manage their user profile and interact with all their government resources and information. • A personalized, customizable dashboard that serves as the launchpad to save frequently accessed digital services, view past interactions, bookmark frequent payment options, and stay up to date with featured, meaningful content.
• Anytime, anywhere access from any device.
• Enabling self-service form viewing, submission, and payments to support a variety of digital transactions from parking permits and business licenses to pet adoptions. • Easy management of individual communication preferences related to routine and emergency alerts, website newsletters, and agenda & meeting notifications from one single view. • A centralized hub to submit and track requests, such as public records requests, non-emergency issues, and code enforcement complaints and violations.

Staff and Administrator Benefits:
• A low-maintenance tool for administrators to easily spotlight information, share content, and link to services to further promote local government initiatives while improving public transparency and trust. • Ability to consolidate digital services from multiple CivicPlus and third-party solutions into one intuitive, accessible, and responsive interface.
• Consolidation of siloed alerts and notifications from the variety of solutions you control into a single view residents to sign up for and manage.
• Localization of cross-department payments and forms in one place, including those from CivicPlus and thirdparty solutions, enhancing residents’ convenience for increased payments and engagement. • Multi-factor authentication options and optimized for security and accessibility. 751
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Support Services

TECHNICAL SUPPORT
With technology, unlimited support is crucial. Our live technical support engineers based in North America are ready to answer your staff members’ questions and ensure their confidence.

CivicPlus’ support team is available to assist with any questions or concerns regarding the technical functionality and usage of your new solution.

CivicPlus Technical Support hours typically span between 7 a.m. to 7 p.m. CST, but vary by product. You can access a Technical Support Team via a toll-free number as well as an online email support system for users to submit technical issues or questions.

Our current initial response time is 4-hours for email tickets during normal hours. Further, emergency technical support for urgent requests is available 24/7 for designated, named points-of-contact for most products.

CIVICPLUS HELP CENTER
CivicPlus customers have 24/7 access to our online Help Center where users can review articles, user guides, FAQs, and can get tips on best practices. Our Help Center is continually monitored and updated by our dedicated Knowledge Management Team to ensure we are providing the information and resources you need to optimize your solution. The Help Center also provides our release notes to keep your staff informed of upcoming enhancements and maintenance.

CONTINUING PARTNERSHIP
We won’t disappear after your website is launched. You’ll be assigned a dedicated customer success manager. They will partner with you by providing information on best practices and how to utilize the tools of your new system to engage your residents most effectively.

Proposal Disclaimer
Proposal as Non-Binding Document
A successful project begins with a contract that meets the needs of both parties. This proposal is intended as a non-binding document, and the contents hereof may be superseded by an agreement for services. Its purpose is to provide information on a proposed project we believe will meet your needs based on the information available.

If awarded the project, CivicPlus reserves the right to negotiate the contractual terms, obligations, covenants, and insurance requirements before a final agreement is reached. We look forward to developing a mutually beneficial contract with you.

Award-Winning
Support
CivicPlus has been honored with four
Gold Stevie® Awards, eight Silver Stevie®
Awards, and eleven Bronze Stevie®
Awards. The Stevie Awards are the world’s
top honors for customer service, contact
center, business development, and sales
professionals.
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Ultimate
Implementation
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CMS Features &
Functionality
CivicPlus’ Municipal Websites Central (Web Central) is a comprehensive content management system designed to help local governments build websites that connect with residents effectively.

With configurable layouts, simplified content management, and integrated tools for communication and resident self-service, CivicPlus websites streamline the timely delivery of essential information and services. This empowers local governments to consistently provide positive civic experiences for residents and peace of mind for staff with streamlined communication processes.

Each website begins with a unique design developed to meet your specific communication and marketing goals, while showcasing the individuality of your community. Features and capabilities are added and customized as necessary, and all content is organized in accordance with web usability standards.

Modules & Widgets

RESIDENT ENGAGEMENT
Web Central offers many effective and easy-to-use resident engagement features. These tools easily integrate with the other key features.

Notices and Alerts – Post emergency or important information on your website and notify residents through email and SMS, via Alert Center.

Blog – Post opinions/information about various community topics and allow resident comments and subscriptions.

Calendar – Create multiple calendars and events to inform residents of upcoming activities that are viewable by list, week, or month.

Submit Requests and Report Issues – Allow residents to report a problem or submit requests through our easy Form Center module. For advanced service request management functionality to intake resident submissions via web portal, our integrated SeeClickFix 311 CRM Starter product is available as an add-on.

Form Center – Create custom, online forms via simple drag-and-drop functionality. Track form submissions within the CMS and route email notifications to the appropriate individual(s).

News – Post news items and keep your residents up to date on important information via News Flash.

Opinion Poll – Poll your residents on important topics by showing the Opinion Poll widget on relevant pages, to grab resident attention and quickly capture their responses to your polls. Polling helps with gathering and evaluating resident feedback, increasing resident engagement, and understanding your community. 754
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Notifications – Allow your residents to subscribe to receive text and email notifications on topics that are important to them via Notify Me® (includes up to 500 SMS users).

Photo Gallery – Display photos of parades, local sporting events, or historical locations through albums or slideshows.

Users can vote on favorites or share via email and social media.

Pop-up Modal – Use a pop-up modal to call attention to important information and notices, sitewide or on specific pages.

CONTENT MANAGEMENT
Web Central comes fully equipped with a robust set of document and image management tools that work with other key features of our CMS, making it easy to build dynamic content that is easy for residents to navigate and access.

Agenda Center – Create and display meetings and agendas on the website utilizing our built-in Agenda Center module. For advanced functionality, including live meeting management, our integrated Agenda and Meeting Management product is available as an add-on.

Archive Center – Manage and retain serial and older documents.

Document Center – Organize and manage documents in one central repository.

Public Images – Store all your images in one central location, to utilize individually or create slideshows on your site. Use the built-in editor to crop and resize photos, as needed. Images are optimized for performance, mobile responsiveness, and contain alt text for accessibility compliance.

INFORMATION & NAVIGATION
Organize your content and pages to make it easy to locate the information you and your residents need most with modules that help you update information quickly.

Easy for Residents to Navigate – An intuitive design, mega menu options, prominent buttons, and dynamic breadcrumbs throughout your site, all allow residents to easily find what they’re looking for.

Frequently Asked Questions (FAQs) – Provide answers to the most frequently asked questions to reduce phone and foot traffic for staff.

Graphic Links – Create visually appealing buttons to direct users to important information.

Info Advanced – Use Info Advanced to create engaging displays of information for reuse throughout the website.

Quick Links – Provide links to highly requested services and information. These are commonly displayed in website footers and right-hand navigation.

Resource Directory – Use the Resource Directory to showcase information on local businesses and/or community resources.

Staff Directory – Provide contact information for departments and individual staff members. Use the information throughout the site and keep updated in one location. The Staff Directory widget allows you to quickly place specific persons or departments on relevant pages.
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DEPARTMENT-SPECIFIC
There are several function-specific features and modules for government departments. These tools are integrated into the Web Central CMS and offer the ability to complete multiple steps in one action.

Activities – Create and post activities, events, and classes so residents can register for them and even pay online.

Your administrators can view and create rosters. The Activities module integrates with the Facilities module so residents can view the location of the activity.

Facilities & Reservations – Display facilities on your site for residents to browse. Allow them to filter by amenities, view facility details, and even make reservations online.

Job Postings – Post available jobs online and accept online applications.

Bids – Post open bid opportunities for contractors to view available work, download supporting documentation,
receive notifications on posted opportunities and submit bid applications online.

COMMONLY USED WIDGETS
An extensive widget library is available for ease of placing dynamic and visually appealing information on specific pages. Each widget is easy to use with drag-and-drop functionality and is configurable with individual styling options.

Custom HTML Widget – Embed videos or other HTML features in your page.

Editor Widget – Edit text with word processing tools, plus web tools like code view and the Accessibility Checker.

Form Center Widget – Embed simple forms on a page.

Image Widget – Add images to a page.

Related Documents Widget – Create a dynamic list of documents referenced in the Document Center.

Slideshow Widget – Add a slideshow of images.

Tabbed Widget – Organize larger pages of information in horizontal, vertical, or stacked vertical or accordion style tabs.
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Administrative Features
The administration of your Web Central website is browserbased, with no installation of software needed. You’ll be able to update your website from an internet connection on any platform (Mac or PC). Administrators can control the access to pages and manipulation of content as well as use automated features to streamline processes.

Administrative Dashboard – A home base for messages and quick access to your recent activities and time-sensitive action items such as pending approvals and expiring items.

Content Scheduling & Versioning – Set your content to auto-publish and auto-expire, with an archive of all published content and previous versions.

Dynamic Page Components – Modules such as Calendar, FAQs, and News Flash, may be included as dynamic page components on any page.

History Log – Track changes made to your website.

Intranet – Use permissions to set a secure location on your website that allows employees to login and access nonpublic resources and information.

Levels of Permissions – Assign staff members to groups with different levels of permissions of access and authority throughout the CMS.

Pending Approval Items – Administrators have access to a queue of pending items to be published or reviewed.

Website Statistics – Provided website analytics for analysis.

USER-FRIENDLY FEATURES
Not only is Web Central easy for your staff to use, various administrative features help make a more attractive, engaging, and intuitive website for your community.

Automatic Alt Tags – Built-in features assist with ongoing ADA compliance of your website.

Credit Card Processing – Web Central is integrated with select external payment processors to accept payments on your website (separate agreement must be made directly between you and the supported external processor of your choice). Additional fees apply.

Preset Styling Standards and Ongoing Styling Flexibility – Site changes automatically inherit design standards and styles that you’ve set up for your homepage, interior layouts, and simple layouts. This keeps your website looking clean and always matching. We also offer large amounts of flexibility with placement and styles on an ongoing basis.

As you edit your website, you can easily adjust the location and style of widgets, content, carousels, lists, calendars, etc. to meet the look and feel you need for that area.

Link Redirects – Instead of sending your users to https://www.civicplus.com/blog/ce/government-website-awardscity-county-municipal/, you can send them to http://civicplus.com/awards. 757
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Live Edit – See where your information will be posted on a page before you make any changes with our WYSIWYG editor and drag-and-drop tools.

Maps – Easily embed maps from Google, ESRI, and more using the HTML widget.

Mega Menu – A main navigation menu makes it easy to get to any page on your website quickly.

Predictive Site Search – Our powerful site search functionality automatically indexes all content making it easy for visitors to find information across pages, documents, and images.

Site Search Log – All search words are kept in a log.

Real Simple Syndication (RSS) Feeds – Administrators and website visitors can use RSS feeds to display content or be notified of content updates.

Responsive Design – With responsive design, your website adjusts to the screen size regardless of what device is being used, providing a seamless user experience.

Social Media – Set various modules to automatically post to your Facebook and/or X (formerly Twitter) feeds and incorporate compatible social media feeds and widgets into your website.

Supported Browsers – View your website in the latest versions of major browsers including Microsoft Edge, Firefox, Safari, and Chrome.

Third-Party Access – Utilize iframes, embeds, and/or links to most of your third-party services. Or use our growing list of APIs to build applications right from your website.

Translation – Integration with Google Translate translates web pages into over 100 languages.

ACCESSIBILITY COMPLIANCE
With more than 1 in 4 (~28.7%) adults in the United States live with a disability. CivicPlus helps governments ensure that critical resources are available to all residents. Our commitment to accessibility is visible through VPATs and thirdparty audits that can confirm you’re working with a trusted and experienced partner. Our multi-faceted approach sets you up for success:
• CivicPlus Municipal Websites are delivered inclusive by design meeting WCAG 2.1 accessibility standards at time of launch.
• Our trainers will teach your staff best practices to keep your content and design elements accessible and up to date with the latest ADA/WCAG standards.
• Your staff can use the Accessibility Checker included within the CMS to scan content created in the editor for accessibility issues so you can correct them before publishing.
• Any new regulations that require code changes are reviewed by our product team, at least quarterly. Depending on the regulation, our product team plans and executes necessary changes with no additional effort required from you. • Our product team updates our best practices and provides regular updates to customers via the CivicPlus website, blog articles, webinars, and other publications.
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Additionally, CivicPlus offers an extensive suite of accessibility tools, including industry-leading integrations to help customers maintain compliance and prepare for the transition to WCAG 2.2. Due to the dynamic nature of website content updates, ongoing accessibility solutions can be incredibly beneficial in ensuring sustained accessibility compliance. CivicPlus provides three long-term web accessibility solutions offering varying approaches to help with your compliance maintenance challenges:
• AudioEye Managed: Accessibility tools and services for WCAG 2.2 compliance • Acquia Optimize: Website Governance & Compliance Tools • CommonLook Document Remediation
Additional details and/or a quote can be provided upon request.

The Civic Impact Platform
For governments to operate smoothly, departments, staff, and residents need to be able to find answers, complete their tasks, and communicate without hassle. CivicPlus connects all of your teams and functions, so they work better together for your community. With the Civic Impact Platform, you can:
• Modernize and connect every function.
• Strengthen compliance, accessibility, and readiness. • Consolidate onto a comprehensive, purpose-built platform. • Deliver a singular, personalized resident experience. • Empower staff effectiveness.
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Data Center
• Highly reliable data center & secure facility
• Managed network infrastructure
• On-site power backup & generators
• Multiple telecom/network providers
• Fully redundant network
• System monitoring − 24/7/365
Bandwidth
• Multiple network providers in place
• Burst bandwidth − 22 Gb/s
• Unlimited bandwidth usage for normal business operations (does not apply in the event of a cyber attack)
Hosting
• Web Central software updates
• Server management & monitoring
• Multi-tiered software architecture
• Server software updates & security patches
• Database server updates & security patches
• Antivirus management & updates
• Server-class hardware from nationally recognized provider • Redundant firewall solutions
• High performance SAN with N+2 reliability
Disaster Recovery
• Emergency after-hours support, live agent (24/7)
• On-line status monitor by Data Center
• 8-hour guaranteed recovery TIME objective (RTO)
• 24-hour guaranteed recovery POINT objective (RPO)
• Pre-emptive monitoring for disaster situations
• Multiple, geographically diverse data centers
DDoS Mitigation
• Defined DDoS Attack Process
• Identify attack source and type
• Monitor attack for threshold* engagement
DDoS Advanced
Security Coverage • Not Included - additional coverage available at time of event (fees will apply) *Thresholds: Traffic exceeds 25 Mb/s sustained for 2+ hours. Traffic over 1 Gb/s at any point during attack Hosting & Security
CivicPlus protects your investment and takes hosting and security of our customers’ websites seriously. Redundant power sources and internet access ensure consistent and stable connections. You’ll find that our extensive, industryleading process and procedures for protecting and hosting your website are unparalleled. We offer secure data center facilities, constant and vigilant monitoring, and updating of your system, including 99.9% guaranteed up-time (excluding maintenance).

If you experience a DDoS attack or threat, CivicPlus has mitigation and DDoS Advanced Security options available to you at the time of an event. Whatever your needs are we have an option that will be a fit for your community. 760
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Maintenance
CivicPlus is proactive in identifying any potential system issues.

Through regularly scheduled reviews of site logs, error messages, servers, router activity, and the internet in general, our personnel often identify and correct issues before they ever affect our customers’ web solutions. Our standard maintenance includes:
• Full backups performed daily
• Regularly scheduled upgrades including fixes and other enhancements
• Testing
• Development
• Operating system patches
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Implementation
Ultimate Project Timeline
Design creation, content development, professional consulting, configuration for usability and accessibility, dedicated training—CivicPlus delivers all of this and more during the development of your new website.

A typical ultimate project ranges from 16 – 28 weeks. Your exact project timeline will be created based on detailed project scope, project enhancements purchased, availability for meeting coordination, action item return and completion, approval dates, and other factors. Your project timeline, tasks, due dates, and communication will be managed and available in real-time via our project management software, Cloud Coach.

PHASE 1: INITIATE 2-4 Weeks • Project Kickoff Meeting
• Planning & Scheduling
PHASE 2: ANALYZE 4-6 Weeks
• Customer Deliverable Submission
• Consulting Engagement (if purchased)
• Design Discovery Meeting
• Content Process Meeting
• Mood Board & Layout Proposal
P H AS E 3: D E S I G N &

CONFIGURE
6-10 Weeks
• Design Concept Development
• Design Concept Meeting
• Content Development
• Agendas & Minutes Migration
• Website Completion
PHASE 4: OPTIMIZE 1-2 Weeks • Website Finalization
PHASE 5: EDUCATE 1-2 Weeks • Training Engagement
PHASE 6: LAUNCH 2-4 Weeks • Launch Confirmation Meeting • Website Launch
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Ultimate Package Designs
You’ll meet with your art director to discuss your website vision and build your custom layout. We will then collaborate with you to create a custom design that represents your community. We will focus on including the functionality to meet your website needs, including an option for up to three Advanced Design Components, if desired. Advanced Design Components provide next-level user engagement by leveraging the latest design enhancements in the Web Central product. Your art director will help you choose the components that work best for your website goals and desired site maintenance level.

MOOD BOARD & L AYOUT PROPOSAL
Your project team will present a custom mood board reflecting the colors and/or imagery that will set the tone for your design. A mood board is a collection of colors and/or images used to align the visual direction of the project.

This process involves conversing with your art director on the order, placement, and format of your homepage content and design elements, aimed at achieving your usability goals. Your preferences will be solidified into a homepage layout wireframe, which will provide the structural blueprint for the visual design application. Aligning project goals and design through the layout proposal ensures a timely and efficient implementation of your Web Central website. Once approved, the mood board and layout proposal will be used to guide the design concept for your website.

DESIGN EXAMPLES
The included design portfolio will provide you with an idea of the different directions we can take your creative design with the ultimate implementation package.

Grapevine, TX
grapevinetexas.gov
Cottage Grove, WI
www.vi.cottagegrove.wi.gov
Kane County, UT
kane.utah.gov
Modesto, CA
modestogov.com
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Approaching Your Project Implementation
Communication between you and your Web Central team
will be continuous throughout your project. Sharing input and feedback through email, virtual meetings, phone
calls, and our project management software will keep all stakeholders involved and informed. Cloud Coach offers
task management transparency with a multi-level work
breakdown structure and Gantt Chart-based project plan. • Centralized project communication and task
management tools are located in a cloud-based
project workspace
• Tasks, deliverables, and milestones are aligned to
your specific scope of work
The tools available through Cloud Coach combined with regular communication with your project manager provide you ample opportunities to quickly and efficiently review your project, check deliverables, and communicate feedback.

Phased Approach
PHASE 1: INITIATE
Project Kickoff – During this initial meeting, your project manager will perform introductions, detail deliverables needed, provide a high-level overview of the development process, and introduce tools and resources used to manage your project.

Planning & Scheduling – Your project manager will create a comprehensive project timeline based on the project scope and your specific needs.

PHASE 2: ANALYZE
Customer Deliverables – You will be responsible for submitting deliverables as outlined.

Consulting Engagement – If purchased, your consultant will meet with you to evaluate needs and make recommendations for implementation solutions. This consulting will help your organization facilitate the tough conversations that happen when you put a microscope to your current processes, solutions, and website presence.

Further, we will also guide you to set realistic timelines and tasks for implementation as well as assist you in setting goals and sustainment plans for your launch and beyond.

Design Discovery Meeting – Your project manager and art director will meet with you to discuss design preferences and establish design structure from flexible layout options.

Content Process Meeting – Meet with your project manager and web content specialist to detail our content development process.
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Mood Board & Layout Proposal – A custom layout in greyscale format and recommended color palette will be created by your art director, to which you’ll have the ability to review and provide feedback and approval.

PHASE 3: DESIGN & CONFIGURE
Design Concept Development – You’ll have the chance to review a responsive, functioning design concept prototype in an actual production environment. You will have the opportunity to evaluate the presented design concept and collaborate with your project team on any feedback and then final approval.

Content Development – Our Content Development team will migrate the agreed upon number of pages of content (including their text, documents, and images) from your current website to your new, Web Central website. Content will be enhanced for usability and accessibility, and we will organize your website pages to make them easy to navigate.

Agendas & Minutes Migration – The Content Development team will download, upload, and organize an agreed upon number of meetings to the Agenda Center module.

Website Completion – You will receive a completed production website featuring your approved design combined with the finished content.

PHASE 4: OPTIMIZE
Website Finalization – Both the Web Central project team and you will prepare your website for launch. During this time, you will be able to make final adjustments to the content on your production website, as well as ensure overall satisfaction with your website.

PHASE 5: EDUCATE
Training Engagement – Our goal with your training plan is to give your staff the skills and tools they need to quickly and easily keep your website current. Your trainer will deliver training sessions for both administrators and users.

These sessions will be customized to equip your staff with the knowledge and comfort level needed to prepare your website for launch and maintain it in the future. The training session will use your production website so that users are familiar with your specific configuration, and you can obtain hands-on knowledge from our Gold Stevie® Award winning external training and consulting team.

PHASE 6: LAUNCH
Website Launch Confirmation Meeting – Your Web Central project team confirms all the details that are necessary to take your website live and explain what you can expect on launch day.

Website Launch – After final confirmation, your website will be made live and available to the public. 765
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Your Role During Implementation
To help create the strongest possible website, we will need you to:
• Gather photos and logos that will be used in the overall branding and design of your new website • Provide website statistics to be utilized in reorganizing your website content, navigation, and design (if available)
• Complete the Design Form to communicate design
preferences
• Provide technical information in the DNS form for
the set-up of your website domain name(s)
• Perform reviews and provide official approvals
throughout the project
• Update the content on your current website and
delete any pages you no longer need
• Track website updates to be completed during
your training session
• Ensure you have the most up-to-date web
browsers installed on your organization’s
computers
• Compile a list of your website users and desired
permission levels
• Reserve training location and necessary resources
(computers, conference phone, etc.)
Recurring Redesign
At CivicPlus, we understand trends change daily and we continually analyze different ways to design our websites— making it easier and more user friendly for your residents to navigate. One of our best practices to help keep up with these new trends is by including a redesign to your project. Unlike other vendors, our redesigns aren’t just changes in the colors or some of the buttons as your staff can do that independently. With a CivicPlus recurring redesign, you can receive a completely brand-new website design and layout after 4 years of continuous service during our partnership. During the redesign, you’ll also receive a quality control review to ensure content is as expected with the new design application (although no changes will be made to the content itself). With this new design, you’ll stay up to date with current trends and best practices, providing a welcoming yet familiar virtual hub to engage your community.
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Included Enhancements
AudioEye for Websites
CivicPlus is the exclusive local government provider of AudioEye’s full service accessibility offering. AudioEye’s industry-defining digital accessibility hybrid offering helps deliver website remediations efficiently and affordably for organizations of all sizes. The AudioEye platform leverages a decade of investment in advanced technology supported and informed by a team of dedicated IAAP-certified professionals to help deliver improved access to the web conforming to Web Content Accessibility Guidelines (WCAG) 2.2 has never been easier.

AudioEye
• AudioEye Managed
• Proprietary automated testing suite
• Detect Section 508 and WCAG 2.2 Success Criteria violations • AudioEye engineers remediate accessibility issues
• Compliance monitoring
• Manual technical analysis and usability testing
• AudioEye Accessibility Help Desk with Personalization Tools AudioEye Managed
• Provides complete digital accessibility compliance auditing and resolution
• End-to-end digital accessibility compliance testing, resolution, validation, and monitoring
• Combines subject matter experts with technology —a team of engineers and manual testers to ensure issues of accessibility are fixed and stay fixed
AudioEye Accessibility Help Desk with
Personalization Tools
• Fully customizable user experience
• Tailored to individual needs regardless of device type, language preference, or preferred method of access
• Users can customize the visual display of the website, the toolkit provides instant personalization • 24 Hour Help Desk provides accessibility answers from accessibility experts Digital Accessibility Platform
• Software as a Services (SaaS), API-first technology
• Offers end-to-end compliance auditing
• Ability to spider, scan, and diagnose entire websites, single blocks of code, and content delivered via API • Offers flexible resources for proper identification and remediation of the detected issues 767
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Ultimate Department Header Package
A Department Header Package is a cost-effective way for a department or division to informatively and graphically differentiate themselves from the look of the main website while leveraging consistent CMS administration. The Department Header site shares CMS login and modules with the main website. Further, it inherits the structural layout from the main website.

Ultimate Department Header Package Includes:
• Site URL (if applicable)
• SSL Certificate / DNS & Hosting (if applicable)
• Site Identifier / Logo
• Global Navigation and Menus
• Banner Image(s) and/or Slideshow Image(s) (if
applicable)
• Graphic Links
• Widget Content, Placement, and Selection
• Unique Design Styles
Platform Identity Provider (IdP) Integration
More often, local government IT teams are looking to implement single sign-on (SSO) functionality to simplify user access to all web and cloud-based applications without requiring individual authentication. The CivicPlus’ Platform IdP Integration capabilities provide local governments with the following conveniences:
• Faster and easier access to vital third-party solutions that integrate with your CivicPlus unified applications, such as CivicPlus’ Municipal Websites, Recreation Management, and Agenda and Meeting Management Select • Reduced password and account maintenance
• The ability to log into your CivicPlus software accounts from any device with an Active Directory username and password
• Auto-account generation
• Group syncing
• Customization of the design of your active directory login page We offer integration with Microsoft’s Entra ID (formerly Azure AD), Microsoft’s Active Directory Federation Services (AD FS) versions 3.0, 4.0, and 5.0, and Okta.
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Hosting & Security
• Azure hosting
• Web application firewall
• OWASP ModSecurity core rule set
• FedRAMP, PCI, DSS, NIST, and FIPS compliant Virtual Machines and Databases • Reverse Proxy Server
• Wildcard SSL (TLS)
• Server management
• Software updates & security patches
• Antivirus management & updates
• System monitoring – 24/7/365
Disaster Recovery
• Emergency after-hours support, live agent (24/7)
• On-line status monitor by Data Center
• 2-hour guaranteed recovery TIME objective (RTO)
• 1-hour guaranteed recovery POINT objective (RPO)
• Pre-emptive monitoring for disaster situations
• Multiple, geographically diverse data centers
Performance &
Bandwidth
• Server-side Caching
• Regional Content Delivery Network
• Unlimited bandwidth
• Burst bandwidth − Azure (variable)
Insights
• Security Analytics Dashboard (shown above)
• Information on traffic, threat types mitigated, top threat countries, and number of requests received through Cloudflare
• Analytics shown in graphs and pie charts
DDoS Mitigation
• Defined DDoS Attack Process
• Identify attack source and type
• Monitor attack for threshold engagement
DDoS Advanced
Security Coverage
• Continuous DDoS mitigation coverage
• Content Distribution Network support
• Proxy server support
• Live User Detection service
Platinum Hosting & Security
CivicPlus protects your investment and takes hosting and security of our customers’ websites seriously.

Our Platinum package solution comes with enterprise-level Cloudflare software and adds the peace of mind of comprehensive and continuous DDoS protection. From Azure’s geographically distributed regions and Cloudflare’s Content Delivery Network (CDN) to constant and vigilant monitoring and updating of your system, including 99.9% guaranteed up-time (excluding maintenance), we’ve got you covered. 769
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Optional Enhancements
CivicPlus Chatbot

AI-POWERED CUSTOMER

SERVICE TO DELIGHT YOUR

RESIDENTS
You want to give your residents the highest quality, most responsive, and personalized customer service experiences.

However, with less staff, fewer resources than ever before, and building pressure to enable contactless government, how can you continue to delight your community members? With smart customer service automation.

CivicPlus Chatbot is designed to convincingly simulate
the way a human would behave during a customer service
interaction. Our advanced technology combines the power of site search and artificial intelligence (AI), to deliver exceptional customer experiences to people using your CivicPlus website.

Our Chatbot crawls your website and other linked databases to create a continually, automatically updated AI-powered knowledgebase. The result is less time spent on common, transactional inquiries and happier residents who know they can quickly and effortlessly receive what they need from their municipality.

Automated Customer Service
Chatbot simulates the quality service
experiences your staff has with residents;
saving you time from answering common
questions by email, phone, and walk-in.

Answers from Multiple
Sources
Chatbot crawls your website and other linked
databases to create a continually updated
AI-powered knowledgebase.

No Content Silos
Our smart Chatbot scans your content and
routinely refines its responses for improved
results.

An Experience Designed for
the Public Sector
Unlike chatbots intended to facilitate retail
sales, the CivicPlus Chatbot is designed to
simulate government-resident interactions.

Insightful Analytics
Use Chatbot’s reports to identify content
gaps on your website and add the
information, tools, and resources that people
are searching for most frequently.
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CivicSend
CivicSend is a visually rich communication module for government, used to efficiently distribute general (nonemergency) communication to residents. CivicSend is more than a simple email newsletter tool—it provides CivicPlus customers with a single point of access, via integration with Web Central, to multiple communication channels, including email, SMS/text, Facebook, and X (formerly Twitter). CivicSend centralizes communication, saves administrative users time, and improves overall productivity.

Additional benefits of the CivicSend module include:
• Content auto-posts to your website
• Unlimited communication—there is no limit to the number of emails you can send (text messaging rates do apply)
• Template options to make customizing your message quick and easy • Access to all subscriber lists in your Web Central website, including the ability to select multiple lists Web Central | 19
Consulting Engagement
Implementing an enterprise-wide software solution is a huge undertaking. Not only does new software touch every department in your organization, it has the potential to positively impact the end-users in your community. Sometimes getting to that positive end point is tough with incongruent agendas from stakeholders such as elected officials and department heads. CivicPlus consulting helps your organization do the heavy lifting, starting with data-driven research and ending with service-level process optimization. We’ll help you facilitate the tough conversations that happen when you put a microscope to your current processes, solutions, and website presence. We will also guide you to set realistic timelines and tasks for implementation as well as assist you in setting goals and sustainment plans for your launch and beyond.
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Credit Card Processing
To enhance your customer experience, CivicPlus integrates with a limited number of external payment processors to provide secure, PCI-compliant payment processing.

If utilizing a partnered external processor, CivicPlus can assist you with the facilitation, set-up, support, and troubleshooting services. In addition to our partner network, CivicPlus maintains integrations with additional external processors, in a more limited fashion, to assist you in implementing a successful system. Additional details on our supported external processor network is available upon request.

To utilize any of the integrated external processor, an agreement will need to be executed directly between you and the vendor that will assess separate merchant account and transaction fees. Use of an external processor may be subject to additional CivicPlus fees to maintain these solutions. Additional information can be provided upon request.

Because EMV devices are encrypted specifically for individual payment processors, you’ll need to procure any required devices directly from your selected external processor for either purchase or rent. We are happy to assist in your procurement of such devices.
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Premium Package
PS05012025
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NextRequest History
NextRequest was founded with a singular vision: to transform how public agencies handle records requests. Born out of Code for America, a national nonprofit dedicated to improving government services through technology, NextRequest was purpose-built as a specialized solution to streamline the public records process. Our founders understood that transparency and accessibility are fundamental to building trust between government and residents, but that existing systems were outdated, inefficient, and often frustrating for both requesters and staff.

With a deep commitment to efficiency, compliance, and transparency, NextRequest has grown into the leading platform for automating and managing public records requests. We’ve tailored our solution to meet the unique needs of government agencies, with a focus on simplifying workflows, improving user experiences, and ensuring regulatory compliance.

Now a part of CivicPlus, NextRequest continues to innovate within the public sector, offering a flexible and scalable solution that helps agencies at all levels better serve their communities and fulfill public records laws with confidence.
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Serious About
Security SOC 2 Type II Audit, AES-256 encryption, and more Batch Redaction Draft redaction, bulk redaction, and more Experts in Record
Requests Records requests software is all we do
FOIA-Specific
Customer Service All customers assigned a Customer Support Specialist 950+ Customers And growing fast
Customers Love Us Check out our glowing Capterra & G2Crowd reviews NextRequest at a Glance
“The batch redaction tool is life-changing.”
Robby Conteras, National City, CA
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Premium Plan Overview
Licensing
• Unlimited Staff Users
• Unlimited Departments
• 20 Admin-Publisher Users
• 2 TB Storage
Resident-Facing Public Portal
• Unlimited Updates
• Customizable Request Form
• Real-Time Request Diversion Alerts
• Agency-Specific URL
• Optional Request and Record Publishing
Workflows & Automation
• Due Date Calculation, Reminders, and Status
Indicators
• Departmental Routing and Point of Contact
Automation
• Automated Request Acknowledgment and
Updates
• Task Assignment, Tracking, and Reminders
• Unlimited Message Templates
• Timeline Audit Trail, Email and Record Monitoring
• Support Any File Size or Type
Review & Redaction with Unlimited
Users
• Basic Redaction and RapidReview Module
• Custom Exemption List and Automated Log
• Custom Redaction Patterns
Invoicing & Payments
• Unlimited Invoicing Templates
• Time Tracking and Cost Calculation
• Integration for Online Credit Card Payments
Tracking & Reporting
• Automated Reporting
• Administrative Dashboard
• Customizable Reports
IT & Compliance
• Automated Retention Scheduling
• CivicPlus SSO Integration
• SOC 2 Type II Audit
• CJIS Attestation Available
• HIPAA Compliance Available with BAA
• Custom IdP SSO (+)
• Risk Module
Support
• In-App Chat, Phone, and Email Support
• 24/7 Help Center Access
Risk Module
• Powerful automation to quickly and accurately
identify and extract sensitive information
• Automatically identify Personally Identifiable
Information (PII), credentials, financial
information, and personal health information
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Plan Details

ADMINISTRATIVE TOOLS
• Unlimited updates to branding and public portal settings • Configurable due date calculation, with a custom holiday calendar and configurable reminders
• Configurable departments with associated staff and staff backups
• Automatic request routing to predefined user groups or departments
• User-configurable email alert preferences
• User-configurable templates for acknowledgment, messages, and closure reasons
• Customizable tags to categorize requests

PERMISSIONS & VISIBILITY
• Role-based permissions to allow controlled access to specific feature sets • Default request visibility settings to ensure consistent internal visibility • Change the visibility of a request in two clicks to make it more restricted

REQUESTER & PUBLIC ACCESS
• Requesters are not required to create an account, no roadblocks to transparency • Choose whether to make a request public or only available to the requester • Records can be viewed in application or downloaded in two clicks • Record availability and hosting is dependent on your retention schedule • Supports any file type, including PDF, email extracts, audio, video, etc.

CUSTOM FORMS
• Staff can customize request forms to allow requesters to select a department and provide additional information with custom fields
• Add tips, FAQs, T&C’s, etc. to make the process more accessible and easier to understand for requesters • Allow requesters to upload documents if required
• Staff can manually enter a request if it is received in another format and notate such (fax, mail, phone, etc.)

NEXTREQUEST

BY THE NUMBERS
2M+ Requests Fulfilled
20M+ Documents Processed
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REQUEST DIVERSION
• In seconds, create real-time keyword alerts that trigger pop-up messages for requesters • Redirect requesters to existing information online, provide additional tips, or proactively redirect them to the correct agency
• Allow requesters to review and reference past requests and documents to reduce duplicate requests

COMPLIANCE ENABLEMENT
• Automatic email notifications for requests that are
“overdue”, “due tomorrow” and “due soon”
• Automatic status indicators show which requests
are overdue, due soon, paused, etc.
• Task reminders are separate from due date
reminders to ensure all steps are completed in a
timeline manner
• Automated request acknowledgment to help satisfy
legal requirements
• Timeline tracking of each request provides an audit
trail for accountability and legal protection
• Provide additional documentation to your Timeline
with custom notes
• Track if a requester has viewed a message, or
viewed or downloaded released records
• Retention scheduling ensures requests and records
are not kept longer than legally required
• Email bridge allows users to send messages via
email without logging into the application, while still being tracked

BASIC REDACTION
• Redact manually with rectangles and highlighters, or search for text or patterns • Custom exemption list and custom redaction patterns
• Automatically generated redaction log for transparency and compliance • Automatically generates both redacted and original versions of your documents

RAPIDREVIEW MODULE
• All the functions of the Basic Redaction tool plus... • Extract PST and MSG files for review, with email deduplication • Efficiently review large amounts of documents and emails in context and create review workflows • True Batch Redaction to handle hundreds of records at once, with all redactions autosaved as draft so you never lose your work
• Collaborate on redactions before finalization and release • Take batch actions on records to move, delete, release, or zip hundreds of records at once • Optical character recognition (OCR) available to help decipher the text on scanned documents 778
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COST, INVOICING, AND PAYMENTS
• Track staff time per request with automated cost calculation • Send and track invoices, with option to receive payments online via credit card (PCI compliant) • Create unlimited invoicing templates for different fees

TRACKING AND REPORTING
• Automated reports that showcase request volume, average fulfillment, departmental breakdown and more • The Administrative Dashboard provides quick insight to overall status and performance • Run custom reports based on numerous request variables Risk Module
• Personally Identifiable Information, like full names, phone numbers, SSNs, mailing addresses, passport numbers, and much more
• Credentials, including many common API and encryption keys • Financial Information, like credit card and bank account numbers • Personal Health Information, including identification numbers associated with health insurance, prescription drugs, and medical devices
• An extra layer of security to help keep track of how many documents have been reviewed and understand their ‘Risk Level’ on a scale from Low to High, based on the information identified Credit Card Processing
To enhance your customer experience, CivicPlus integrates with a limited number of external payment processors to provide secure, PCI-compliant payment processing.

If utilizing a partnered external processor, CivicPlus can assist you with the facilitation, set-up, support, and troubleshooting services. In addition to our partner network, CivicPlus maintains integrations with additional external processors, in a more limited fashion, to assist you in implementing a successful system. Additional details on our supported external processor network is available upon request.

To utilize any of the integrated external processor, an agreement will need to be executed directly between you and the vendor that will assess separate merchant account and transaction fees. Use of an external processor may be subject to additional CivicPlus fees to maintain these solutions. Additional information can be provided upon request.

Because EMV devices are encrypted specifically for individual payment processors, you’ll need to procure any required devices directly from your selected external processor for either purchase or rent. We are happy to assist in your procurement of such devices.
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Hosting & Security

INFRASTRUCTURE
Application Security – NextRequest servers and databases are hosted on Amazon Web Services. All data is hosted in the United States.

Storage Security – Customer image assets and documents are stored in Amazon S3.

Backups – Your data is backed up daily, weekly, and monthly.

Redundancy – We maintain redundancy to prevent single points of failure, are able to replace failed components, and utilize multiple data centers designed for resiliency.

Disaster Recovery – We have a step-by-step plan in place to take precautions and minimize the effects of a disaster.

COMPLIANCE
SOC 2 Type II Audit – NextRequest has successfully completed a SOC 2 Type II audit.

Accessibility – NextRequest product is compliant with both WCAG 2.1, Level A and Level AA and also compliant with WCAG 2.2, Level A and Level AA
CJIS – NextRequest enables agency Criminal Justice Information Services (CJIS) compliance by mapping features and the organization to CJIS security controls.

Encryption – All data is encrypted at rest using AES-256 and in transit using TLS v1 .2. Documents can only be accessed through a valid token that expires. For data, we encrypt in transit using TLS 1.2 and AES-256 at rest.

Codebase – The NextRequest codebase is built on the latest version of Ruby and Ruby on Rails. Changes are made to repositories via GitHub Pull Requests (PRs).

HTTPS & SSL – All web requests between web clients and NextRequest are secured by TLS version 1.2.

Monitoring – Standard application logs are collected daily and weekly. Individual user access is logged within the application and kept in application logs. System status reports are available 24/7 here: https://bit.ly/2YGxbhZ Security Updates – NextRequest’s architecture allows security updates to be made to all customers in real-time, preventing delays in the patching of security vulnerabilities.

Data Destruction – At the request of a customer, we will expunge all customer data from NextRequest servers.

ADDITIONAL INFORMATION
Updates & Patches – NextRequest uses a software-as-a-service (SaaS) delivery model. This means customers are always using the most up-to-date version of the application and don’t have to wait for new releases, including security updates. Development is conducted on a 2-week cycle.

Single Sign-On (SSO) – NextRequest can add SSO integrations including Active Directory and OAuth to improve password security and access controls across the enterprise organization.

Password Standards – We enforce strong passwords based on the NIST 800-63B guidelines.

Browser Compatibility – NextRequest is optimized for Chrome but works with IE11 and up and other modern web browsers.
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Implementation (Virtual Only)
Premium Plan Overview
The success of your onboarding is a priority to CivicPlus. Over the course of four stages, we’ll work with you to:

Configure the portal to match your agency’s process for responding to public records requests and set up agencyspecific information such as:
• Users and Departments
• Message Templates
• Instructions for the Requester
• Tags
Train users on how to manage and respond to public records requests. All training is recorded, so you can rewatch and share it at any time or join any of our ongoing bi-weekly virtual training webinars. • One Admin training with a Launch Manager for
those administering the portal
• One Staff training with a Launch Manager for staff
users responding to records requests
Keys to a Successful Rollout
Designate a Primary Contact
Choosing someone who is involved in
responding to public records requests frequently
is ideal.

Clearly Map Out Processes
This is a vital step. Mapping out current
processes as well as desired changes is the
foundation of a great rollout.

Set Training Dates Early
This will help ensure maximum attendance for
your Admin & Staff trainings.
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STAGE 1 Week 1 Key Stakeholders
Process Mapping: Fill out customer success plan,
gather information, and add users, departments,
and portal images.

STAGE 2
Week 2 Key Stakeholders
Kickoff Call: 30-60 minute meeting to outline the
onboarding and training process as well as set a
Go Live date.

Weeks 2-3 Portal Admins
Gather Info for Portal: Finalize users and
departments list. Update templates, alerts, tags,
and custom text.

STAGE 3
Week 4 Portal Admins
Admin Training: 60-90 minute meeting for users
who will be administering the portal and managing
records requests as an Admin.

Week 6 All Staff Users
Staff Training: 60 minute training for staff who
will be responding to record requests within the
portal.

STAGE 4
Week 7
Communication
Team
Go Live: Your agency’s portal is now live and
available to the public.

Weeks 8-12 Portal Owner(s)
Check-in Review: Compare the first month of
NextRequest usage against 30-day success goals
and how you are using NextRequest.

Premium Project Timeline
A typical Premium NextRequest onboarding rollout takes ~8-12 weeks.

OUR PROMISE TO YOU
Our team is dedicated to giving you the best experience in customer support. If your team changes, if your process changes, or if your agency evolves we’re here to help you transition and get you back on track. 782
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Request Package
PS05012025
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Features & Functionality
SeeClickFix 311 CRM is a resident engagement and service request management platform that empowers local governments to streamline operations and foster community trust. Designed for local governments, SeeClickFix 311 CRM enables residents to report issues directly to the relevant departments, track progress, and receive real-time updates, while offering staff robust tools for efficient response and resolution management. The platform’s powerful features, including mobile accessibility, duplicate request detection, and customizable reporting, make it easy for local governments to address community needs effectively, build stronger resident relationships, and improve operational efficiency.

Request & Work Order Management

IMPROVE STAFF EFFICIENCIES
• Easy-to-use mobile apps and website forms give residents a great experience allowing them to manage their request.
• Built-in duplicate detection saves you time and money. • Geolocation detection from photos for increased location accuracy and ability to upload multiple photos.
• Automatic assignment workflows and due date escalation notification for quick documentation and resolution.
• Internal work orders created from service requests with related photos, locations, and details.
• Easily configure public and private settings for request categories and customizable questions.
• Easily log requests on behalf of residents with automatic updates sent.
• Support for marketing and rollout initiatives to ensure success at launch.
• Simple, clear report interfaces for quick access to data and core metrics.
• Recurring data exports tailored to your reporting requirements. • Notification functionality for service request status. • Mobile tools tailored to workers out in the field.
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CONSTITUENT PROFILES FOR RESIDENT MANAGEMENT
• View a resident’s profile with their history of interactions. • Automatic creation of a resident profile.
• Tag profiles for grouping together (business owners, neighborhood watch groups, e.g.). • Add notes to keep unique information to better personalize interactions with each resident.

ACCESSIBILITY COMPLIANCE
We continuously work to improve best practices and adherence to WCAG, iOS, and Android accessibility guidelines.

INTEGRATION CAPABILITIES
ntegrate your SeeClickFix 311 CRM solution with the software you rely on across departments and teams to create workflow-multiplying automation. Our software integrates with leading technologies in asset and works management, code enforcement, GIS, 311 CRM, waste management, and more. Connecting these systems ensures that siloed systems, manual processes, and data black holes never slow your ability to maintain the safe, clean, and efficient community your residents expect.

Current Integrations
• Accela Automation
• ArcGIS Online
• ArcGIS Workforce
• Bigbelly
• Brightly Asset Essentials
• OpenGov Enterprise Asset Management
• Cityworks Asset Management Software (AMS)
• CivicPlus Community Development
• Infor Public Sector (IPS)
• Lagan (Verint CRM)
• Maximo
• Microsoft Dynamics
• Motorola PremierOne CSR
• Oracle Service Cloud
• PubWorks
• Tyler Technologies Enterprise Permitting &
Licensing Software (EnerGov)
• Tyler Technologies Enterprise Asset Management
(EAM)
• VUEWorks
• SmartGov
• Hexagon EAM (HxGN, formerly Infor EAM)
Mobile App
Every organization utilizing the SeeClickFix 311 CRM for request management can deploy branding for the SeeClickFix container application, which geolocates the user and shows the relevant organization(s) for the resident’s location.

The SeeClickFix mobile application has thousands of reviews with high ratings in both the Google Play and Apple stores. We update our apps, including Android and iOS, when new features become available or serious bugs have been identified. As an optional add-on, CivicPlus also offers a Marketplace branded mobile application as an upgrade for the included SeeClickFix mobile app. This enables your organization to promote a specific mobile app in the stores instead of the container mobile application for all SeeClickFix 311 CRM customers. The CivicPlus Help Center outlines the differences.
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• Geo-specific SeeClickFix app.
• Utilization of mobile buttons to display content like payment sites, phone numbers, social media, etc. This can enable you to have an organization-wide mobile app for residents to connect with all aspects of your organization.
• Your internal staff can access most functionality to include due dates, assignments, and internal and public commentary for mobile management of requests.
• Allow for geographic-specific notifications via push to the app, email, and/or your web portal.

Hosting & Security
The SeeClickFix 311 CRM’s operational goal is 99.9% availability. All our systems are monitored continuously with automatic contact mechanisms and escalation to multiple members of our engineering team if a problem is detected.

When problems occur, we use various methods to communicate status updates with partners.

Our services operate within the data center of AWS, which employ numerous techniques to ensure reliable uptimes for our equipment and network access. When outages occur in these facilities, we do depend on our vendor to provide timely updates and resolution.

We have designed our services with redundancy and recovery procedures in mind to mitigate single points of failure.

This includes redundant systems, the ability to provision new instances if necessary, and regular data backups.

Databases are replicated in real time to a secondary server and backed up at a different data center every four hours for disaster recovery purposes.

Our software and operational configurations are managed in a version control system, and in a worst-case scenario we are able to re-deploy our services from the database backups and version control repositories.

DDOS MITIGATION
We have rate limits and filters in place for our public endpoints to discard most forms of abusive traffic. In a more severe situation, we would be able to migrate our services to alternate IP addresses or employ a commercial DDoS mitigation service to respond to a persistent attack.

SYSTEM SECURITY
• Our server software is updated regularly to minimize exposure to security problems. • We monitor various security announcement lists in order to respond quickly to any vulnerabilities. • Systems are accessible to engineers only on an as-needed basis. • Our software is revision controlled and can be used to recreate our systems as needed for scaling, repairs, or disaster recovery.
• Our systems have restricted visibility to the Internet via firewall mechanisms. • We support SSL encryption on all our services, including integrations with remote systems.

DATA CENTERS
Our data center provides a variety of physical and system security practices. For more details on AWS security policies: aws.amazon.com/security.
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Implementation
Project Timeline
From project kickoff to announcing the launch of your SeeClickFix 311 CRM System, the implementation process averages 14 weeks. For projects that include specific integration to an approved third-party system, the timeline generally expands to 18-20 weeks. Your staff will work with a CivicPlus implementation consultant to establish a workable schedule once final scope has been determined and your project kicks off. This overview provides you with an outline of what to expect during each phase.

P H AS E 1:

I N T R O D U C T I O N &

PLANNING
1 Week
• Project Kickoff Call (In some cases, Request
admin training will be completed during the kickoff
call – this is based on Implementation Consultant’s
discretion)
• Final project timeline developed
P H AS E 2:

ACCOUNT CONFIGURATION
8-12 Weeks
• One-hour Request admin training (if not completed
during initial kickoff call)
• Customer configures account
• Identify branding standards for mobile app
• Optional Integrations: Customer will provide
integration deliverables, and Implementation
Consultant will assist in Integration Configuration
P H AS E 3:

USER TRAINING & TESTING
4-6 Weeks
• One-hour Request user training
• Optional Integrations: One-hour end to end
integration testing call
• User testing and revisions
• Marketing call with Customer Success Manager
P H AS E 4:

LAUNCH
1 Week
• Implementation Consultant assists in transfer to
Production Account
• Ongoing support for marketing launch with
Customer Success Manager
• Addition of web portal onto customer website
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Approaching Your Project Implementation
Phase 1: Introduction & Planning
Implementation begins with a kickoff call that includes your core project team, system admins, and implementation consultant. We will review your organization’s goals, establish a timeline for launching your SeeClickFix 311 CRM, determine which departments will use the solution, and field any questions you have. Based on the scope of your project, your Implementation Consultant may decide to also complete the Request Admin Training during the kickoff call.

After this call, your implementation consultant will develop a final project timeline based on scope, agreed milestones, and key deliverables.

Phase 2: Account Configuration
If your Request Admin training was not completed during your kickoff call, it will be completed at the beginning of the Account Configuration Phase.

You will configure your own account based on your needs and our best practices. Configuration will include setting up members, request types, automatic assignments, and notifications, escalation contacts, timeline response goals, preformatted response messages, custom emails, geographical areas for tracking and reporting, and mobile app buttons that link to webpages, call phone numbers, or display custom content.

Optional Integrations: You will provide Integration deliverables and configure your Integration with support from CivicPlus.

During the Account Configuration Phase, your Project Team will meet regularly with your Implementation Consultant, who will provide ongoing support.

Branding for App
The other key aspect of this phase is to identify the visual branding for the mobile app. If you are implementing a Marketplace app, your Implementation Consultant will provide a list of deliverables due during this phase. 788
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Phase 3: User Training & Testing
Training
We will offer a one-hour Request User Training for all individuals who will use the system to manage requests. This training will cover the life cycle of a request from opening to closing, the full functionalities of the CRM, viewing requests on a list and map view, and generating reports.

Optional Integration: We will provide a one-hour end-to-end testing call for individuals who will be managing the Integration between systems. This will include a full test of a request integrated into the remote system, as well as a tour of available self-service integration features.

SeeClickFix 311 CRM offers up to three free monthly live tutorials for customers to attend online. We will review the topics you were previously trained on, and you can ask questions of our lead trainer. Many customers find these refresher tutorials extremely valuable as a review or even with training of new staff members.

Testing
After training, authorized members can begin testing the platform to better understand the features and capabilities of the system. This testing also allows the customer’s admin team to make configuration changes needed prior to launch.

Marketing
We will host a specific call to discuss launch and public announcement planning. We can provide a variety of resources to assist in marketing.
• Setting official launch and announcement date
• Adding web portal and app links to your website
• Developing and executing marketing plan
Phase 4: Launch & Announcement
Your Implementation Consultant will provide assistance with moving all account settings over to your live Production account.

On your launch date, the customer will add the web portal to their website and begin executing their marketing plan.

The Customer Success Manager will provide ongoing support. 789
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Summary of Responsibilities
CivicPlus will provide the following:
• Initial creation of customer Sandbox and Production
Accounts
• 30-minute Kickoff and Consulting Call
• Timeline Development
• 1-Hour Request Admin Training
• 1-Hour Request User Training
• Optional Integration: 1-Hour End-to-End Testing Call • Ongoing recurring check-ins to provide consulting services during implementation • Marketing meeting with Customer Success Manager
• Migration of settings from the Sandbox Account to Production Account for customer launch Customer will be responsible for the following:
• Full configuration of account including request categories and workflows, member list, and more • Delivering all Marketplace App Deliverables (including visuals for the app design) and providing CivicPlus full admin access to an active Apple Developer Account, if applicable • Ensuring that the customer has API access with their integrated system and integration deliverables, if applicable
• Securing team availability for all meetings and trainings • Full testing of account before launch
• Executing Marketing Plan
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Included Enhancements
Marketplace Mobile App
The CivicPlus Marketplace App is more than a request management solution; it’s a fully configurable mobile application that serves as a centralized digital hub for community engagement across all CivicPlus solutions. Offering residents convenient access to your agency’s information and services, as well as native SeeClickFix 311 CRM functionality, the app enhances transparency, service accessibility, and community satisfaction by serving as a mobile gateway to essential services and civic resources.

Streamlined Civic Experience
Community members can easily report issues, access
records, view meeting info, and respond to code
enforcement—all from any mobile device. A
centralized platform with chatbot, SMS, and email
keeps the public informed and engaged.

Configurable for Brand Consistency
Agencies can customize branding, buttons, and links in
real-time, using over 300 icons to match services and
maintain a consistent, user-friendly experience.

Unified Platform for CivicPlus Solutions
Seamlessly integrates SeeClickFix 311 CRM with CivicPlus tools like Municipal Websites, Chatbot, Community
Development, Recreation, Codification, and Mass Notifications.

Unified Platform for CivicPlus Solutions
The app seamlessly integrates SeeClickFix 311 CRM with CivicPlus tools—like Websites, Chatbot, Community Development, Recreation, Codification, and Notifications—using in-app links and single sign-on for a connected user experience.

Enhanced Visibility and Transparency
Residents can track service requests and get real-time updates on community events through dynamic content and notifications.

Flexible, All-in-One Functionality
From records requests to pet licenses and program registration, the app adapts to community needs—earning 4+ star ratings from users of all community sizes.

Multi-Jurisdictional Support
Geolocation and flexible branding let residents engage across neighboring agencies using SeeClickFix 311 CRM, expanding service reach and impact.
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Platform Identity Provider (IdP) Integration
More often, local government IT teams are looking to implement single sign-on (SSO) functionality to simplify user access to all web and cloud-based applications without requiring individual authentication. The CivicPlus’ Platform IdP Integration capabilities provide local governments with the following conveniences:
• Faster and easier access to vital third-party solutions that integrate with your CivicPlus unified applications, such as CivicPlus’ Municipal Websites, Recreation Management, and Agenda and Meeting Management Select • Reduced password and account maintenance
• The ability to log into your CivicPlus software accounts from any device with an Active Directory username and password
• Auto-account generation
• Group syncing
• Customization of the design of your active directory login page We offer integration with Microsoft’s Entra ID (formerly Azure AD), Microsoft’s Active Directory Federation Services (AD FS) versions 3.0, 4.0, and 5.0, and Okta.
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Conversations

OMNICHANNEL COMMUNICATION INBOX
Improve and Simplify Resident
and Local Government
Engagement
Today’s local government communicators are
faced with the challenge of managing and
monitoring a fragmented and expanding number
of resident communication channels.

With residents now using email, phone, text
messaging, social media, chatbots, web forms,
and traditional office drop-ins to ask questions,
make requests, and share concerns, staff
members are left struggling to respond to every
inquiry and do it in a way that ensures the
highest quality customer service experience.

We believe resident communication is a key part
of a positive and frictionless civic experience for
both residents and local government differencemakers. Conversations from the SeeClickFix 311 CRM is a omnichannel communication tool
designed to improve and simplify resident and
local government engagement. Inbound resident
messages from email, text, in-person, and digital
media channels are consolidated into a single
interface for rapid outbound response. Resident
communication histories are documented at
the individual profile level to facilitate optimal
service interactions. Flexible internal processes
and tools can be configured to ensure better
service and more efficient internal workflows.

Communication Aggregation
A single interface for all resident communications that allows you to intake and manage messages
Frictionless Interactions
Respond to each message with personalized comments to
develop an engaging interaction with your residents
Flexible Internal Configurations
Organize and prioritize all communications and correspond internally with other members of your administration to ensure that the right information reaches the right person Expedited Issue Resolution
Internal commenting functionality enables interdepartmental collaboration and supports accelerated issue resolution
Resident Records
Every inbound communication via email or SMS creates a
resident record to track and manage all correspondence
specific to each resident
Tracking and Visibility
Track team member responsiveness, create KPIs, and
monitor processes to hold teams accountable for providing high-quality resident service delivery
Optional Enhancements
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CivicPlus Chatbot

AI-POWERED CUSTOMER SERVICE TO DELIGHT YOUR

RESIDENTS
You want to give your residents the highest quality, most responsive, and personalized customer service experiences.

However, with less staff, fewer resources than ever before, and building pressure to enable contactless government, how can you continue to delight your community members? With smart customer service automation.

CivicPlus Chatbot is designed to convincingly simulate
the way a human would behave during a customer service
interaction. Our advanced technology combines the power of site search and artificial intelligence (AI), to deliver exceptional customer experiences to people using your CivicPlus website.

Our Chatbot crawls your website and other linked databases to create a continually, automatically updated AI-powered knowledgebase. The result is less time spent on common, transactional inquiries and happier residents who know they can quickly and effortlessly receive what they need from their municipality.

Automated Customer Service
Chatbot simulates the quality service
experiences your staff has with residents;
saving you time from answering common
questions by email, phone, and walk-in.

Answers from Multiple
Sources
Chatbot crawls your website and other linked
databases to create a continually updated
AI-powered knowledgebase.

No Content Silos
Our smart Chatbot scans your content and
routinely refines its responses for improved
results.

An Experience Designed for
the Public Sector
Unlike chatbots intended to facilitate retail
sales, the CivicPlus Chatbot is designed to
simulate government-resident interactions.

Insightful Analytics
Use Chatbot’s reports to identify content
gaps on your website and add the
information, tools, and resources that people
are searching for most frequently.
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Comprehensive Social Media
Archiving Compliance
EBOOK
15 Min Read
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03 Introduction
Go to Section
07 The Solution
Go to Section
17 Technology
Go to Section
20 Product Suite
Go to Section
25 Supported Networks and Content
Go to Section
27 CivicPlus® Can Make All the Difference
Go to Section
Table
of Contents
796

Introduction
It has become critical for agencies to find a reliable
solution to preserving their social media for public records.

Government agencies and school districts across the country are taking control of the narrative online by increasing their social media presence.

This growth comes as residents in every community are using social media as the preferred channel for receiving news and communicating with their community leaders. But as these conversations between public entities and residents expand, the need to protect them in compliance with public records laws has only grown in importance. Yet many public entities’ use of social media fails to account for public record laws in their social media policies.

Public entities need a solution that ensures the authenticity of records to meet legal and compliance requirements. A solution that captures records regardless of how, when, or what content is posted. A solution that helps publicentities enjoy increased engagement while controlling their narrative nline. A solution that is easy to use and quick to implement.

CivicPlus’ Social Media Archiving software is the solution. 797

The Legal Basis for Archiving
Complying with these laws can cost thousands a year, and endless hours of time. But managing your entire online presence doesn’t have to be hard.

By automatically capturing and preserving your data in one secure location, you’ll never miss a post or comment, and can quickly find and respond to records requests, in the exact formats you need, saving dramatically on public records costs, and increasing your transparency. Archiving ensures compliance with public records laws, FOIA/open records requests, eDiscovery and litigation readiness, GDPR and CCPA, and social media retention requirements.

Social media is a public record in all 50 states, and public entities must be prepared to respond to public records requests for all their public and ancillary pages.

Courts across the country continue to rule that the social media pages used by government agencies, politicians, and school districts fall under public records laws. These laws are meant to promote transparency between governments and the people they serve, and states have adopted public records laws that include social media records.

Public record laws state that public entities are responsible for responding to Freedom of Information Act (FOIA)/Open Records requests related to social media and website content. Accurate recordkeeping for compliance includes preserving metadata, comments (even if edited or deleted), and original content exactly as it happened across all your social media platforms and website pages.
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City to Hire New Staff for Record Requests
October 2020 – Elgin Courier
The city and police department of Elgin, TX, started to receive 20-30 FOIA requests per week and so far, have paid over $18k in fees for legal counsel for these public information requests. The city has “faced a significant challenge of addressing an inordinate amount” of open records requests.

To help, they plan to hire two public information officers (PIO), whose salary would be around $40k-$50k.

Poway Schools Face $400,000 Cory Briggs Legal Bill After Losing Facebook-Blocking Lawsuit
February 1, 2021 – TimesofSanDiego.com
Two board members of Poway Unified School District, CA, utilized extensive word filters to preclude comments on their Facebook pages and argued they were “non-governmental, one-way bulletin boards.” The district is now facing more than $400,000 in legal fees after a federal court ruled against blocking of users and comments on social media.

Irvine Mayor Settles for Over $120,000 Over Facebook Blocking and Deleting Comments
January 12, 2021 – LATimes.com
The city of Irvine, CA, settled a First Amendment lawsuit against former Mayor, Christina Shea, over blocking a resident on Facebook after he posted comments on her personal page following protests. The lawsuit claimed Shea “violated First Amendment rights by blocking his ability to engage in open discussion,” and Shea was asked to unblock the resident and to cease deleting critical comments. “The city settled for nearly $40,000. Irvine also spent more than $80,000 in legal fees.”
IN FOCUS: SOCIAL MEDIA AND LEGAL ACTION
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How Records Are Lost
(Or the “online is forever” fallacy)
Many people think that once something is online, it is there forever. This is simply not true for social media, and the platforms make no guarantees to retain content and make it available to you.

The social networks were built to facilitate the online connection of billions of private residents to one another. They are not built for, nor bound to, public records laws, and have no legal obligation to retain records. As a result, most social media networks do not have built-in support for compliance and archiving. CivicPlus' Social Media Archiving software was purpose-built to allow these regulated organizations to utilize social networks to engage with their residents in a rich and compliant manner.

How does a record get “lost” or deleted?
• If a comment is deleted, all the replies to that comment also disappear.
• If the user deletes their profile, all of their content is also deleted. • If a comment violates platform rules and policy, the platform reserves the right to delete comments or entire profiles. • Your own social media policy may have guidelines requiring some content to be deleted.
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The Solution
Tailored to your public entity, CivicPlus' Social Media Archiving software captures your social media presence in-context and in near-real-time, so you can manage and access your online data in one secure location, and quickly find and produce the content you need whenever you need it with advanced search and custom tagging. And it doesn’t matter if your public entity just started social media today or has had an established presence for years. Our continuous archive retroactively captures and preserves content from the time an account was established, so you can see the full history of your accounts.

Our archiving solution addresses specific challenges related to the capture of records from social networking platforms and preserves social media records in a manner that satisfies long-term public entity requirements. CivicPlus' software consistently provides the most detailed archive to protect government agencies and school districts across the globe from incomplete information.

Specialization in social media is our core advantage.
“They are proactive and always helpful. We recently had a random SEC audit and CivicPlus provided the requested information in the format needed quickly. Thank you for taking care of us and not expecting me to be an expert.”
Deborah Carroll from Bland Garvey, P.C.
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Benefits
The CivicPlus Social Media Archiving software helps you:

Save time. Reduce human error and avoid time-consuming
administrative work by automating your archiving process, and find answers quickly with smart filters and automated tags for deleted, edited, and hidden content.

Save money. Respond to record requests of any size and
create reports quickly by finding the data you need, whenever you need it, with a solution proven to provide enormous cost savings.

Get total visibility. See the full history of your accounts, manage your entire online presence, and collaborate with different access levels in one secure, centralized location.

Gain complete control. Improve overall efficiency with control over your online data, and define the retention period of records through custom disposition rules for flexibility while maintaining compliance.

Stay compliant. Ensure compliance with social media retention requirements and your state’s public records law, and easily respond to FOIA, eDiscovery, and litigation requests.

Have peace of mind. Streamline your social content
documentation and eliminate surprises with active monitoring that alerts you on account connection, so you always know what data is being captured.
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Features
The CivicPlus Social Media Archiving software connects directly with today’s most popular social media platforms to pull your social media accounts and web pages into a secure, personal archive. The continuous solution automatically captures and preserves each post, image, video, story, mention and comment, for every single social media page, profile, and group managed by your public entity — as well as the pages and profiles your entity engages with, across all of your platforms.

Our software automatically detects edited, hidden, and deleted content across networks. This information, while critical to maintaining accurate records, is generally not reported by social networks, but CivicPlus captures it all.

We never miss a record with our authentic in near-real-time capture, and by using real-time API on sites, such as Facebook and Instagram, we can capture conversations in seconds. So, 100% of your records are captured directly from their social network in their native format, along with full technical metadata and digital signatures. Our solution helps government agencies and school districts see their whole presence online while minimizing the risk of losing records.
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Our Robust Feature Set Includes:

Comprehensive archiving
Connect directly with your social media
platforms to capture and preserve all content
your public entity posts and engages with, in
one secure location.

On-demand data
Get access to your data at any time to support
requests and easily produce reports for your
monthly record volumes, connected
accounts, and plan usage.

Near real-time capture
Capture various content formats in full
resolution and near-real-time, even if it’s been
edited, deleted, or hidden.

Blocked lists management
Create and maintain a single list of all blocked
users and pages, for all of your managed
accounts, with clear timelines and supporting
evidence to defend your actions.

Advanced search
Find and export the records you need quickly
with filters, keywords, and custom and
automated tags that let you organize and
easily manage your content.

Accurate context preservation
Replay any record in its original context, and
ensure its authenticity with digital signatures,
timestamps, and unmodified metadata.
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Blocked Lists
As digital transformation accelerates, public communicators are faced with misinformation, combative viewpoints, and extremist speech. These types of comments make it extremely tempting for public officials to block users. But as we’ve seen occur so often in the news, blocking users is also the number one way folks get afoul with First Amendment lawsuits, and public entities must be able to prove who is blocked and why they blocked them. Because even if a record is deleted or hidden, or a user is blocked, it still must be retained. Unfortunately, social networks don’t report this information and it can be very difficult to tell when something has been hidden or edited. Not only does this lead to a compliance gap, but it can also remove any examples of trolling that caused you to block a user.

This is exactly why CivicPlus created Blocked Lists, to protect your entity from trolls or First Amendment related requests. Not only does Blocked Lists let you get a handle on who you’ve blocked and what records are associated with these users, but it also lets you see who everyone else in your organization is blocking, even for accounts you may not normally have access to, so you can ensure your internal policy is followed correctly and even help avoid legal risk. With Blocked Lists, you can monitor and manage every blocked user and page in one secure place — your archive — and with advanced search, you can quickly find and export this data whenever you need it, along with the comments that resulted in the block.

Typically blocking is viewed as a last resort for agencies and school districts (and we certainly don’t recommend it). But if someone has violated your policy multiple times and is disrupting the discourse on your page, if you have substantial supporting evidence and a documented warning of you asking them to stop, at that point, it may be suitable to block that user. Alternatively, someone might make a false claim that you blocked them when you, in fact, did not. The capture of a blocked list will allow you to create a timeline in collaboration with your records to support your case.

Blocked Lists is a feature of the CivicPlus Social Media Archiving software.

It provides the lists of users and pages blocked by a social media account, as well as when the block occurred and what led to it. This list is updated daily and available to access and export at any time. So you can always feel prepared with clear timelines and strong supporting evidence to defend your actions and prove a false claim, timeline of events, or if your social media policy was followed correctly.
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Blocked Lists Benefits
Eliminate manual work. Create and maintain a single list of all blocked users and pages, for all of your managed accounts in one secure location, that is updated daily and available to access and export at any time.

Provide evidence. Have confidence in your block and equip your entity with clear timelines and strong supporting evidence to defend your actions and prove a false claim, timeline of events, or if your social media policy was followed correctly.

Manage trolls. Keep track of the timeline for when a particular user or page was blocked or unblocked from an account, as well as your account’s communications to and from a
blocked user or page.

Gain full supervision. Leverage insight you may not normally have to see who’s blocking users for every account across your entire organization, so you can ensure your internal policy is followed correctly and even help avoid legal risk.
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Historical Archives Importance of Metadata
For organizations that have not been maintaining records of social media, it is important for existing account history to be included in a complete archive. Additionally, social media portfolios can evolve over time with different networks falling in and out of use as the popularity of sites fluctuates. However, even if a page is removed, records of that content must continue to be stored and maintained for organizations to stay compliant. With CivicPlus Social Media Archiving, when social media accounts are retired, they can be set to historical status. The data remains in the archive and is fully exportable and searchable.

The software collects all the available data from existing social media accounts, including historic data. Continual reverification of the entire social media account ensures changes to old content are detected and stored, and allows the software to accommodate changes to a social network’s features.

There’s more to the records created on social networking platforms than what you see on a screen. All social media communications have underlying metadata that contains important information about each communication. This metadata includes user IDs, timestamps, and other information not displayed on a webpage. Correctly capturing records of social media requires more than taking screenshots or copying HTML – the metadata is a crucial part of the record.

The CivicPlus Social Media Archiving solution connects directly with each social network to capture and preserve not just what is displayed on the platform, but also the underlying metadata, in its native format. “As a public entity, we are required by law to be able to reproduce that information, if there is a public request for it, an open records request. That is not something we are capable of doing without having some type of system in place that actually can go out and get what they call the metadata.

April Warden, County Administrator for Seward County, Kansas 807

Rich Data Shows a Better Picture
Social media posts can be more than simple text. In fact, they should be; images, GIFs, and videos make your content more dynamic and interesting. But graphics pose new archiving and records management challenges compared to simple text.

A photo, for example, should be preserved at full resolution, rather than as a link or thumbnail only. This ensures no data is lost. Regardless of the device or network used to transmit communications, the the CivicPlus Social Media Archiving software captures each of the various data formats used in social media and presents the resulting records in an intuitive interface.

Digital signatures for better accountability
Proof of authenticity is a critical requirement when providing electronic records as evidence in regulatory and legal situations. Investigators and courts must be assured that a social media record was not falsified or altered using a web page editor, image manipulation software, or some other means. Simply crawling or scraping a page fails to provide comprehensive records for legal protection and can leave organizations and agencies at risk.

Our solution includes a trusted timestamp and digital signature with each record stored in the archive. This digital signature proves that the data existed at the specified time in history and has not been edited or falsified in any way. 808

Search and Tagging for Better Targeting
Searching through years worth of previous posts, tweets, and comments is a challenge without advanced search and tagging tools. Our sophisticated search engine and custom tagging system allows government agencies and school districts to organize and filter archived content. This makes finding the needle in the haystack easy.

Our advanced search and filter features give agencies the ability to search across all of an organization’s social media using keywords, date, network, username, content type, or tags.

Custom tags for content make it easy to organize archives. Filters can quickly refine results, including the capability for finding records that have been deleted. With our user-friendly interface, finding deleted content becomes an easy task.

When the town was using a scheduling tool to schedule posts for their Facebook and X (formerly Twitter) accounts, they experienced a glitch that caused all of the pre-scheduled posted content to be deleted from the social media networks. The Director of Technology was able to use the CivicPlus solution to retrieve all of the deleted posts from their archive.

IN FOCUS: HOPKINTON, MA
“If something like that had happened when we weren’t
archiving, it would have been a disaster.”
April Warden,
County Administrator for Seward County, Kansas
809

Record Exporting and Reporting
CivicPlus’ software can export social media content to a variety of formats including PDF, HTML, and Excel. This makes it easy and efficient for organizations to perform exports on demand and produce presentationready PDFs with highlighted search results and detailed export descriptions.

An archive is only as good as its ability to produce records. “If I can’t easily get it out to people when they’re asking for it, it doesn’t do me much good. With [CivicPlus], I can email or post it usually the same day I receive the request — often in minutes — literally saving hours for every request.

Sgt. Christopher Fulcher, Vineland Police Department
810

Technology
Whether public entities’ social media portfolios are managed by a single individual or distributed across several departments, a centralized social media records archive is the key to efficient and cost-effective compliance. What’s more, organizations need to be able to connect accounts to an archive quickly and easily without collecting personal login information from multiple users or granting blanket access to all of the data in the archive.

CivicPlus’ Social Media Archiving software is a cloud-based solution that requires no software installation or IT expertise, all you have to do is log in to your accounts. It simplifies deployment across organizations and enables organizations to automate social media record-keeping in a matter of minutes. On average, our customers are up and archiving their entire social media presence in under 20 minutes. “We have received multiple data requests on a recent controversy.

The support team walked me through how to do a very precise search and was knowledgeable about the nature of data requests...

I can only imagine the amount of time it would have taken and the mistakes that might have been made had we done this manually.

Jacqueline Smith, City of St. Louis Park, MN
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Secutiry
Levels of Access
In many organizations, individuals requiring access to social media records can cross departments and have different needs. While some users may want to tag and manage records, others may only need to view records.

CivicPlus allows three levels of access to suit an organization’s needs, including Full Administrators, Read-Only Administrators, and Social Media Account Owners. The levels facilitate additional opportunities for collaboration while helping organizations maintain control.

Full Administrators
Read-Only
Administrators
Social Media
Account Owners
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Use Rules to Follow Retention and
Dispositions Guidelines
Public entities may have retention guidelines that apply to social media. If so, organizations need a social media archive that allows for rules-based disposition. If certain content needs special consideration, flexible retention rules are key.

The CivicPlus software allows organizations to control the retention period of records through customizable disposition rules. All records can be reviewed before deletion. This flexibility allows the user to customize their archive while maintaining the greatest level of compliance.

Social media content is subjective to the Records Retention and Destruction Schedule established by the Department of Records for the agency, whether or not the social media is currently posted on the agency’s site(s).

Agencies are responsible for making and retaining such postings, as required by the agency’s Records Retention and Destruction Schedule.

IN FOCUS: EAST PROVIDENCE, RI
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Product Suite
CivicPlus’ Social Media Archiving solution provides the most accurate and comprehensive solution to help government agencies, school districts, and other public organizations remain compliant with public record laws and actively manage risk online.

Web Snapshots
Risk Management and Analytics (RMA)
Open Archive
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Snapshotting Your Website
Social networking sites and websites are the primary mediums by which government agencies and school districts communicate with the public.

It’s critically important agencies are able to efficiently and reliably manage communications across each of these mediums as public records.

While agencies must use an archiving solution to capture social media records, the majority of record information presented across a website is already in the agency’s control.

However, website records are often distributed across a variety of systems such as Content Management Systems (CMS), back-end databases, and backup systems. These systems as a whole present a challenge to centralized web record retention and fulfillment of public records requests.

Agencies need help managing their web records as effectively as they manage their social media records.

Our Web Snapshots feature supplements an agency’s existing approach to website records management by providing automated capture, search, and export capabilities of website content.
• Ensure records from across your agency’s entire web presence are centralized and searchable.
• Maintain a single records management source to easily manage both your social media records and website records, with an intuitive and dynamic interface.

This is especially important for larger government entities and school districts with multiple sub-agencies or individual schools that manage their own websites. Web Snapshots automatically archives a snapshot of how a website was displayed to residents to supplement the website data already maintained by their CMS.
815

Risk Management
Agencies with active social media engagement create positive relationships and gain insights into community issues. Unfortunately, not all interactions online stay positive. Negative posts and comments can lead agencies into First Amendment issues or even public safety concerns. When posts and comments bring legal issues, a social media archiving solution should provide assistance in actively managing risk and enforcing social media policies. CivicPlus’ Risk Management and Analytics (RMA) suite work in conjunction with the base archive to provide monitoring, alerts, and analysis tools.

The CivicPlus software reconstructs social media conversations — pulling individual comments back into their corresponding threads — to create easy to understand content exports. This solution makes it easy to respond to records requests or other discovery or investigation needs with full context. 816

RMA is not only for challenging and difficult world events, it’s also a valuable daily-use solution that enhances the control and visibility of your social media so you can make swift decisions, rapidly solve problems, and leverage visible, actionable data for continuous improvement. Here are five ways adding RMA can benefit your social media efforts long term.

1. Reduce your risk
Get immediate alerts about inappropriate content for efficient and effective moderation.

2. Increase your focus
Receive automated monitoring and alerting so you can focus on what matters to you the most.

3. Improve your response time
Respond quickly to questions and comments, ensuring accurate information is conveyed in a timely manner.

4. Enforce your policy
Uphold your public entity’s reputation by moderating content that violates your terms of use, such as violent or obscene comments.

5. Prove your effectiveness
Communicate to stakeholders and improve the impact of social media campaigns through standardized reports and meaningful insights into commenter sentiment, engagement levels, and platform usage. “We put in a list of maybe a hundred words — keywords.

If it says ‘shooting,’ ‘hurt,’ ‘blood’ — any threat — they will notify me and I can notify the principal and notify law enforcement if need be.

Sherrie Johnson, Stafford County Public Schools, VA
817

Open Archiving: a
Proactive Solution
Provide the highest level of transparency to your communities by making your social media records open to the public with Open Archive, a public access portal.

The portal gives residents the ability to search and locate social media records at their convenience. As a result, government agencies and school districts can minimize the cost and overhead of fulfilling public records requests.
• Grant public access to your archive through your website • Allow residents to locate records without using staff time • Provide complete, searchable data for academic research • Create transparency and promote open government
818

Supported Networks
and Content
Saving your presence across the web
Government agencies and school districts use different platforms to reach varied audiences with unique content. With CivicPlus, you can manage and organize your social media data in one secure location, collaborate with different access levels, and quickly search/view/ export any content you need, whenever you need it in an easy to understand format.

Social Media Archiving preserves social media records from all of the most popular platforms in one archive to make it easy to access all social media content in one location. We support Facebook, X, YouTube, Instagram, LinkedIn, Vimeo, and Pinterest — all in one archive. 819

Social Network Content-Type
Facebook Group Profile, timeline posts, comments.

Facebook Page Album, event details, event discussions, message threads, photos, profile, blocked lists, posts, comments, reviews, video, timeline posts.

Facebook Personal Album, message threads, photo, timeline posts, comments.

Likedin Personal Private messages, profile, shares, posts, comments.

Linkedin Company Profile, posts, comments, shares.

Instagram Personal Media, profile, posts, comments.

Instagram Business Media, profile, stories, mentions, images, videos, posts, comments, replies.

X Likes, mentions, direct messages, profile, tweets, periscope comments.

Youtube Uploads, posts, comments.

Flickr Photos, profile, posts, comments.

Pinterest Pins, profile, posts, comments, replies.

Vimeo Profile, videos, posts, comments.
820

CivicPlus Can Make
All the Difference
CivicPlus Social Media Archiving helps government agencies and school districts maintain the greatest level of compliance and transparency when online.

With no software to install or network interference, the CivicPlus Social Media Archiving solution connects to your social media platforms and organizes your accounts (profiles, pages, groups). After that, you’re in complete control with full functionality to update settings, engage from your accounts, view your data, and more.
821

School districts are sharing critical and sometimes controversial information on social media, and they need to be prepared to produce records of their communications in the event of a public records request.

The Washington Evergreen School District was using social media to share information about a construction bond that was on the ballot in their city, and they ran a social media campaign to educate the public about how the bond money would be used. They created 20 videos on social media – one for each school in the district – to show the public plans to tear down and rebuild the schools that needed updating, and each post received a flood of comments, most of which were positive, but some of which were from detractors.

A local paper was reporting on the controversy, and they issued a public records request for all social media posts and comments related to the construction bond. Because the district has an archive with CivicPlus, they were able to easily search for and produce the hundreds of posts and comments about the bond on Facebook, YouTube, and X, and share them with the newspaper.

IN FOCUS: WASHINGTON EVERGREEN SCHOOL DISTRICT
822
About the Author
About CivicPlus Social
Media Archiving Software
CivicPlus is a technology company focused on building trust in government by fostering consistently positive digital experiences for residents and staff.

With over 12,500 global customers, CivicPlus solutions are used daily by over 100,000 administrative staff members and over 340 million people in the U.S. and Canada alone. For more information, visit civicplus.com.

CivicPlus' Social Media Archiving software is the most reliable social media archiving solution that helps entities remain compliant with public records laws and actively manage risk online.
15-5012-083123
823
GSA Statement of Work for Visalia, CA
GSA Contract GS-35F-0124U

CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 GSA CivicPlus Statement of Work
Labor Category GSA Hourly Rate with IFF Hours Total Cost Website Consultant $149.01 12 $1,788.12
Project Manager $135.86 60 $8,151.60
Network Consultant $135.86 0 $0.00
Wireless Network Technician $135.86 0 $0.00
Programmer $131.48 190 $24,981.20
Graphic Designer $109.57 155 $16,983.35
Writer $109.57 0 $0.00
Server and Network
Technician $109.57 185 $20,270.45
Trainer $109.57 18 $1,972.26
PC Technician $89.41 0 $0.00
Content Developer $80.64 600 $48,384.00
Subtotal $122,530.98
Discount ($47,725.95
Total Fees Year 1 $74,804.97
Project Implementation and Deployment
Municipal Website
• Annual Fee – Municipal Websites Central
• Ultimate Implementation – Municipal Websites Central
• 1x Platinum Hosting & Security – per domain (must be purchased for each) • 1x SSL Management – CivicPlus provided: www.visalia.gov • 48-Month Redesign Ultimate Annual Fee – Municipal Websites Central • Up to 500 pages Content Development – Municipal Websites Central • 6x Website Virtual System Training – up to 3 hours & 12 attendees each session • 4x Alignment Virtual Consulting – up to 3 hours each session • Website: Platform IdP Integration Implementation & Annual Fee • 1x Ultimate Department Header – Implementation & Annual Fee • 1x DHP Specific Search
Accessibility
• AudioEye Managed: www.visalia.gov
• Acquia Optimize Premium Package – up to 2,500 Pages, 500 PDF Web Accessibility Checks, 50 Heat Maps & 10 Performance
• Acquia Optimize Account Activation and Setup
Public Records Management
• NextRequest PT Premium Plan: Premium Plan for local agencies; Unlimited Staff Users, Up to 20 Admin-Publisher Users, Up to 2TB Storage. Core Features:

Review & Redaction Features, Payments, IT & Compliance Features 824
GSA Statement of Work for Visalia, CA
GSA Contract GS-35F-0124U

CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 • NextRequest Premium Implementation - (Virtual Only): Admin Users: 1 Kickoff Call, 1 Admin Training. Staff Users: 1 Staff Training
• NextRequest: Platform IdP Integration Implementation & Annual Fee 311 CRM
• SeeClickFix 311 CRM Request: Unlimited gov user licenses for service request and constituent management tool to intake resident submission. Assign requests internally, resolve issues and measure request performance. • SeeClickFix 311 CRM Marketplace App: Branded marketplace mobile app to expand SeeClickFix 311 CRM Request or Pro modules. Requires customer to stay up to date with Google and Apple requirements.
• CRM: Platform IdP Integration Implementation & Annual Fee Social Media Archiving
• Social Media Archiving – Enterprise: Social Media Archiving Subscription -Unlimited Accounts & Up to 20k Records per Month - Includes Risk Management Analytics (RMA)
• Social Media Archiving Provisioning Fee – Premium: Social Media Archiving Account Activation and Setup
• Social Media Archiving – Enterprise Open Archive: A public-facing portal that displays your social media archive search interface on your website. For customers with a CivicPlus Municipal Website (Central), this includes an optional search integration between the website and the Open Archive.
• SMA: Platform IdP Integration Implementation & Annual Fee Total Initial Term Fees $74,804.97
Renewal Term Annual Services
(subject to annual uplift) $109,053.55

1. Performance and payment under this Statement of Work (“SOW”) by and between the Visalia, CA (“Customer”) and CivicPlus (“CivicPlus”) shall be subject to the terms & conditions of the Agreement by and between the General Services Administration and CivicPlus and the terms and conditions of the CivicPlus Master Services Agreement and the applicable Solution and Services terms and conditions located at https://www.civicplus.help/hc/en-us/p/legal-stuff .

2. This SOW shall remain in effect beginning on the Customer’s date of signing this Agreement (the “Effective Date”) and ending after a period of 12 months from the Effective Date. This SOW may be renewed for an additional 1-year Renewal Term upon mutual agreement of the Parties.

3. The Total Initial Term Fees will be invoiced as follows: 30% invoiced at signing and 70% invoiced 9 months from signing or completion of implementation of Services if earlier.

4. Renewal Term Annual Services shall be invoiced on the first day of each Renewal Term. Annual services, including but not limited to hosting, support and maintenance services, shall be subject to a 5% annual increase beginning in Year 2 of service. 825
GSA Statement of Work for Visalia, CA
GSA Contract GS-35F-0124U

CivicPlus • 302 S. 4th Street, Suite 500 • Manhattan, KS 66502 • www.CivicPlus.com Toll Free 888-228-2233 • Accounting Ext. 291 • Support Ext. 307 • Fax 785-587-8951 Acceptance
We, the undersigned, agreeing to the conditions specified in this document, understand and authorize the provision of services outlined in this SOW.

Authorized Client Signature CivicPlus
By: By:

Name: Name:

Title: Title:

Date: Date:

Organization Legal Name:

Billing Contact:

Title:

Billing Phone Number:

Billing Email:

Billing Address:

Mailing Address: (If different from above)
PO Number: (Info needed on Invoice (PO or Job#) if required) 826
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0231 Agenda Date: 6/16/2025 Agenda #: 16.

Agenda Item Wording:

Cybersecurity Software and Services Renewal - Authorize the City Manager to enter into a (3) year service and software license agreement with ePlus Technology, Inc., a Carahsoft Technology Corporation reseller, to purchase CrowdStrike next-generation antivirus and cyber security protection services under the terms of Carahsoft's existing Agreement with the State of Utah via California Participating Addendum for an amount not to exceed $360,000.

Prepared by: Jaime Salazar, IS Supervisor, 559-713-4121, [email protected]; John Howison, IS Manager, 559-713-4122, [email protected]; Renee Nagel, Finance & Technology Director, 559-713-4375, [email protected] Department Recommendation: It is recommended that the Visalia City Council authorize the City Manager to enter into a (3) year service and software license agreement with ePlus Technology, Inc., a Carahsoft Technology Corporation reseller, to purchase CrowdStrike next-generation antivirus and cyber security protection services under the terms of Carahsoft's existing Agreement No. AR2472, with the State of Utah via California Participating Addendum No. 7-17-70-40-05, for an amount not to exceed $360,000.

Summary:

Cybersecurity software and services provide a critical line of defense for protecting the City's data, systems, and infrastructure from malicious threats like malware, ransomware, and phishing.

CrowdStrike, a leading endpoint protection platform, offers advanced capabilities that go beyond traditional antivirus solutions, detecting emerging threats, providing mitigation and remediation services, and constant monitoring. The City has been using CrowdStrike for (3) years and staff are requesting renewing the subscription for another (3) years.

Background Discussion:

Information Services (IS) maintains a threat detection and response system designed to catch and prevent malicious viruses, malware, phishing, and credential theft.

In 2022, Staff evaluated the gap in services provided by the current solution and methodology and developed a list of technical and operational requirements and goals. Primary goals defined include developing better ways to protect data, proactively identify and prevent ransomware infection, provide protection to an increasingly mobile workforce, quick recovery from an infection, and 24x7 monitoring. Staff performed research across the industry seeking solutions to meet these goals. The team utilized analysis from other California cities, school districts, and special districts, along with reviewing technical documentation, participating in product demonstrations, and interviewing technical staff from other agencies to formulate a plan for meeting these goals.

After evaluating several alternatives and collaborating with staff from other agencies, a combined approach of next-gen antivirus, active monitoring and mitigation, and identity monitoring and Visalia City Council Page 1 of 2 Printed on 6/13/2025
powered by Legistar™827
File #: 25-0231 Agenda Date: 6/16/2025 Agenda #: 16.
protection was identified.

CrowdStrike was identified as the best fit and best value for the City. The CrowdStrike solution is offered on an existing competitively bid state contract that allows local agencies to piggyback these contracts. CrowdStrike defends against breaches by combining next-generation antivirus with endpoint detection and response, and managed threat hunting and mitigation. These technologies are managed by the Falcon Complete Team (the Team is included and part of the CrowdStrike operation) which also provide threat response on a 24x7 basis, responding to threats instantly.

Additionally, Falcon Spotlight will highlight areas of exposure that helps staff eliminate potential system vulnerabilities early.

CrowdStrike has successfully met the outlined objectives and significantly enhanced the City’s cybersecurity posture. The platform is currently deployed on over (800) City devices and actively monitors and protects nearly (1,000) employee and service accounts.

City staff are well-acquainted with CrowdStrike and have expressed satisfaction with its performance, reliability, and feature set. Based on its proven effectiveness, staff recommend renewing the subscription for an additional (3) year term.

Fiscal Impact:Funds for this purchase have been budgeted in the Information Services division operating budget. 5141-55520. This is a (3) year agreement to be paid annually.

Prior Council Action: 07/18/2022, Council approved the original (3) year CrowdStrike agreement with ePlus Technology, Inc.

Alternatives: Council can choose to deny the recommendation and direct staff to evaluate other options to continue to protect the City’s IT infrastructure with alternative technologies.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the City Manager to enter into a (3) year service and software license agreement with ePlus Technology, Inc., a Carahsoft Technology Corporation reseller, to purchase CrowdStrike next-generation antivirus and cyber security protection services under the terms of Carahsoft's existing Agreement No. AR2472, with the State of Utah via California Participating Addendum No. 7- 17-70-40-05, for an amount not to exceed $360,000.

Deadline for Action: 7/14/2025
Attachments:

CrowdStrike Quote.pdf
Naspo Agreement.pdf
NASPO_CA_Resellers_2025.pdf
Visalia City Council Page 2 of 2 Printed on 6/13/2025
powered by Legistar™828
Customer Name: City of Visalia
Quote No: 23335302
Quote Name: Crowdstrike - Falcon
Complete - 3 Year
Quotation Date: 05/27/2025
Sales Support Contact: BRITTANI NEFF
Sales Support Phone: (916) 897-4667 (CELL)
Sales Support Email: [email protected]
Account Executive: Brittani Neff
Account Executive Phone: 9168974667
Account Executive Email: [email protected]
Customer PO No:

Order No:

Expiration Date: 06/26/2025
ePlus Technology inc, 13595 Dulles Technology Drive, Herndon, VA, 20171 External Notes:Contract Number: 7-17-70-40-05
NASPO Master Contract Number: AR2472
Annual Payments Schedule:

Year 1: $117,575.16 due net 30 days from the Start Date Year 2: $117,575.16 due one year from the Start Date
Year 3: $117,575.16 due two years from the Start Date
001 CS.FALCOMPONBC.SOLN CROWDSTRIKE FALCON COMPLETE: COMPLIMENTARY CID Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price: $0.05
07/26/2025-
07/25/2026
1 0.05 0.05 0.00 0.00
002 CS.SPOTLT.SOLN.T1 CROWDSTRIKE FALCON SPOTLIGHT APPLICATION - TIER 1 Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$46
07/26/2025-
07/25/2026
950 46.00 43,700.00 5.72 5,434.00
003 CS.DEVICE.SOLN.T1 CROWDSTRIKE FALCON DEVICE CONTROL - TIER 1 Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price: $14.46
07/26/2025-
07/25/2026
800 14.46 11,568.00 2.45 1,960.00
004 CS.FCSD.HPS.GOV.SOLN.T1 CROWDSTRIKE FALCON COMPLETE WITH SERVER THREAT GRAPH STANDARD ON GOVCLOUD +300 -
TIER 1
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$409.34
07/26/2025-
07/25/2026
150 409.34 61,401.00 83.47 12,520.50
005 CS.INSIGHTB.SOLN CROWDSTRIKE INSIGHT - BUNDLED
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$0
07/26/2025-
07/25/2026
150 0.00 0.00 0.00 0.00
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Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$0
07/26/2025-
07/25/2026
150 0.00 0.00 0.00 0.00
007 CS.DISCB.SOLN CROWDSTRIKE DISCOVER - BUNDLED
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$0
07/26/2025-
07/25/2026
150 0.00 0.00 0.00 0.00
008 CS.FALCOMPSGOV.SVC CROWDSTRIKE FALCON COMPLETE SUBSCRIPTION ON

GOV CLOUD
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$0.05
07/26/2025-
07/25/2026
150 0.05 7.50 0.00 0.00
009 CS.AOW.SVC.T1 CROWDSTRIKE FALCON ADVERSARY OVERWATCH ENDPOINT - TIER 1-12 MO NTH
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$80
07/26/2025-
07/25/2026
150 80.00 12,000.00 0.00 0.00
010 CS.TG.STD.HPSGOV CROWDSTRIKE SERVER THREAT GRAPH STANDARD ON

GOVCLOUD
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$25.38
07/26/2025-
07/25/2026
150 25.38 3,807.00 0.00 0.00
011 CS.FCSD.GOV.SOLN.T1 CROWDSTRIKE FALCON COMPLETE WITH THREAT GRAPH STANDARD ON GOVC LOUD +300 - TIER 1
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$383.33
07/26/2025-
07/25/2026
800 383.33 306,664.00 76.40 61,120.00
012 CS.INSIGHTB.SOLN CROWDSTRIKE INSIGHT - BUNDLED
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$0
07/26/2025-
07/25/2026
800 0.00 0.00 0.00 0.00
013 CS.PREVENTB.SOLN CROWDSTRIKE PREVENT - BUNDLED
Line Note:

Start Date: 07/26/2025
07/26/2025-
07/25/2026
800 0.00 0.00 0.00 0.00
Renewal Year 1
Line No. Part Number MFG Description/Line Notes Dates QTY List Price Ext List
Price Unit Price Ext Price
829
End Date: 07/25/2026
Contract Price:$0
014 CS.DISCB.SOLN CROWDSTRIKE DISCOVER - BUNDLED
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$0
07/26/2025-
07/25/2026
800 0.00 0.00 0.00 0.00
015 CS.FALCOMPSGOV.SVC CROWDSTRIKE FALCON COMPLETE SUBSCRIPTION ON

GOV CLOUD
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$0.05
07/26/2025-
07/25/2026
800 0.05 40.00 0.00 0.00
016 CS.AOW.SVC.T1 CROWDSTRIKE FALCON ADVERSARY OVERWATCH ENDPOINT - TIER 1-12 MO NTH
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$80
07/26/2025-
07/25/2026
800 80.00 64,000.00 0.00 0.00
017 CS.TG.STD.GOV CROWDSTRIKE THREAT GRAPH STANDARD ON GOVCLOUD Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$8.45
07/26/2025-
07/25/2026
800 8.45 6,760.00 0.00 0.00
018 CS.ITPC.GOV.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION COMPLETE BUNDLE ON GOVC LOUD TIER 1
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$166.11
07/26/2025-
07/25/2026
1000 166.11 166,110.00 23.94 23,940.00
019 CS.ITP.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION (ACCOUNTS) - TIER 1
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$61
07/26/2025-
07/25/2026
1000 61.00 61,000.00 0.00 0.00
020 CS.ITPCU.GOV.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION COMPLETE UPGRADE ON GOV CLOUD TIER 1
Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$105.11
07/26/2025-
07/25/2026
1000 105.11 105,110.00 0.00 0.00
021 CRWDST-ENT-EXPS CROWDSTRIKE CROWDSTRIKE SUPPORT - EXPRESS Line Note:

Start Date: 07/26/2025
End Date: 07/25/2026
Contract Price:$250000
07/26/2025-
07/25/2026
1 250,000.00 250,000.00 12,600.67 12,600.67
022 CS.FALCOMPONBC.SOLN CROWDSTRIKE FALCON COMPLETE: COMPLIMENTARY CID Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0.05
07/26/2026-
07/25/2027
1 0.05 0.05 0.00 0.00
023 CS.SPOTLT.SOLN.T1 CROWDSTRIKE FALCON SPOTLIGHT APPLICATION - TIER 1 Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$46
07/26/2026-
07/25/2027
950 46.00 43,700.00 5.72 5,434.00
024 CS.DEVICE.SOLN.T1 CROWDSTRIKE FALCON DEVICE CONTROL - TIER 1 Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$14.46
07/26/2026-
07/25/2027
800 14.46 11,568.00 2.45 1,960.00
025 CS.FCSD.HPS.GOV.SOLN.T1 CROWDSTRIKE FALCON COMPLETE WITH SERVER THREAT GRAPH STANDARD ON GOVCLOUD +300 -
TIER 1
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$409.34
07/26/2026-
07/25/2027
150 409.34 61,401.00 83.47 12,520.50
026 CS.INSIGHTB.SOLN CROWDSTRIKE INSIGHT - BUNDLED
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0
07/26/2026-
07/25/2027
150 0.00 0.00 0.00 0.00
027 CS.PREVENTB.SOLN CROWDSTRIKE PREVENT - BUNDLED
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0
07/26/2026-
07/25/2027
150 0.00 0.00 0.00 0.00
028 CS.DISCB.SOLN CROWDSTRIKE DISCOVER - BUNDLED
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0
07/26/2026-
07/25/2027
150 0.00 0.00 0.00 0.00
029 CS.FALCOMPSGOV.SVC CROWDSTRIKE FALCON COMPLETE SUBSCRIPTION ON

GOV CLOUD
Line Note:

Start Date: 07/26/2026
07/26/2026-
07/25/2027
150 0.05 7.50 0.00 0.00
Sub-Total (USD) 117,575.17
Renewal Year 2
830
End Date: 07/25/2027
Contract Price:$0.05
030 CS.AOW.SVC.T1 CROWDSTRIKE FALCON ADVERSARY OVERWATCH ENDPOINT - TIER 1-12 MO NTH
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$80
07/26/2026-
07/25/2027
150 80.00 12,000.00 0.00 0.00
031 CS.TG.STD.HPSGOV CROWDSTRIKE SERVER THREAT GRAPH STANDARD ON

GOVCLOUD
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$25.38
07/26/2026-
07/25/2027
150 25.38 3,807.00 0.00 0.00
032 CS.FCSD.GOV.SOLN.T1 CROWDSTRIKE FALCON COMPLETE WITH THREAT GRAPH STANDARD ON GOVC LOUD +300 - TIER 1
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$383.33
07/26/2026-
07/25/2027
800 383.33 306,664.00 76.40 61,120.00
033 CS.INSIGHTB.SOLN CROWDSTRIKE INSIGHT - BUNDLED
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0
07/26/2026-
07/25/2027
800 0.00 0.00 0.00 0.00
034 CS.PREVENTB.SOLN CROWDSTRIKE PREVENT - BUNDLED
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0
07/26/2026-
07/25/2027
800 0.00 0.00 0.00 0.00
035 CS.DISCB.SOLN CROWDSTRIKE DISCOVER - BUNDLED
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0
07/26/2026-
07/25/2027
800 0.00 0.00 0.00 0.00
036 CS.FALCOMPSGOV.SVC CROWDSTRIKE FALCON COMPLETE SUBSCRIPTION ON

GOV CLOUD
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$0.05
07/26/2026-
07/25/2027
800 0.05 40.00 0.00 0.00
037 CS.AOW.SVC.T1 CROWDSTRIKE FALCON ADVERSARY OVERWATCH ENDPOINT - TIER 1-12 MO NTH
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$80
07/26/2026-
07/25/2027
800 80.00 64,000.00 0.00 0.00
038 CS.TG.STD.GOV CROWDSTRIKE THREAT GRAPH STANDARD ON GOVCLOUD Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$8.45
07/26/2026-
07/25/2027
800 8.45 6,760.00 0.00 0.00
039 CS.ITPC.GOV.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION COMPLETE BUNDLE ON GOVC LOUD TIER 1
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$166.11
07/26/2026-
07/25/2027
1000 166.11 166,110.00 23.94 23,940.00
040 CS.ITP.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION (ACCOUNTS) - TIER 1
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$61
07/26/2026-
07/25/2027
1000 61.00 61,000.00 0.00 0.00
041 CS.ITPCU.GOV.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION COMPLETE UPGRADE ON GOV CLOUD TIER 1
Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$105.11
07/26/2026-
07/25/2027
1000 105.11 105,110.00 0.00 0.00
042 CRWDST-ENT-EXPS CROWDSTRIKE CROWDSTRIKE SUPPORT - EXPRESS Line Note:

Start Date: 07/26/2026
End Date: 07/25/2027
Contract Price:$250000
07/26/2026-
07/25/2027
1 250,000.00 250,000.00 12,600.66 12,600.66
043 CS.FALCOMPONBC.SOLN CROWDSTRIKE FALCON COMPLETE: COMPLIMENTARY CID Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0.05
07/26/2027-
07/25/2028
1 0.05 0.05 0.00 0.00
044 CS.SPOTLT.SOLN.T1 CROWDSTRIKE FALCON SPOTLIGHT APPLICATION - TIER 1 Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$46
07/26/2027-
07/25/2028
950 46.00 43,700.00 5.72 5,434.00
045 CS.DEVICE.SOLN.T1 CROWDSTRIKE FALCON DEVICE CONTROL - TIER 1 Line Note:

Start Date: 07/26/2027
07/26/2027-
07/25/2028
800 14.46 11,568.00 2.45 1,960.00
Sub-Total (USD) 117,575.16
Renewal Year 3
831
End Date: 07/25/2028
Contract Price:$14.46
046 CS.FCSD.HPS.GOV.SOLN.T1 CROWDSTRIKE FALCON COMPLETE WITH SERVER THREAT GRAPH STANDARD ON GOVCLOUD +300 -
TIER 1
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$409.34
07/26/2027-
07/25/2028
150 409.34 61,401.00 83.47 12,520.50
047 CS.INSIGHTB.SOLN CROWDSTRIKE INSIGHT - BUNDLED
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0
07/26/2027-
07/25/2028
150 0.00 0.00 0.00 0.00
048 CS.PREVENTB.SOLN CROWDSTRIKE PREVENT - BUNDLED
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0
07/26/2027-
07/25/2028
150 0.00 0.00 0.00 0.00
049 CS.DISCB.SOLN CROWDSTRIKE DISCOVER - BUNDLED
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0
07/26/2027-
07/25/2028
150 0.00 0.00 0.00 0.00
050 CS.FALCOMPSGOV.SVC CROWDSTRIKE FALCON COMPLETE SUBSCRIPTION ON

GOV CLOUD
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0.05
07/26/2027-
07/25/2028
150 0.05 7.50 0.00 0.00
051 CS.AOW.SVC.T1 CROWDSTRIKE FALCON ADVERSARY OVERWATCH ENDPOINT - TIER 1-12 MO NTH
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$80
07/26/2027-
07/25/2028
150 80.00 12,000.00 0.00 0.00
052 CS.TG.STD.HPSGOV CROWDSTRIKE SERVER THREAT GRAPH STANDARD ON

GOVCLOUD
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$25.38
07/26/2027-
07/25/2028
150 25.38 3,807.00 0.00 0.00
053 CS.FCSD.GOV.SOLN.T1 CROWDSTRIKE FALCON COMPLETE WITH THREAT GRAPH STANDARD ON GOVC LOUD +300 - TIER 1
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$383.33
07/26/2027-
07/25/2028
800 383.33 306,664.00 76.40 61,120.00
054 CS.INSIGHTB.SOLN CROWDSTRIKE INSIGHT - BUNDLED
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0
07/26/2027-
07/25/2028
800 0.00 0.00 0.00 0.00
055 CS.PREVENTB.SOLN CROWDSTRIKE PREVENT - BUNDLED
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0
07/26/2027-
07/25/2028
800 0.00 0.00 0.00 0.00
056 CS.DISCB.SOLN CROWDSTRIKE DISCOVER - BUNDLED
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0
07/26/2027-
07/25/2028
800 0.00 0.00 0.00 0.00
057 CS.FALCOMPSGOV.SVC CROWDSTRIKE FALCON COMPLETE SUBSCRIPTION ON

GOV CLOUD
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$0.05
07/26/2027-
07/25/2028
800 0.05 40.00 0.00 0.00
058 CS.AOW.SVC.T1 CROWDSTRIKE FALCON ADVERSARY OVERWATCH ENDPOINT - TIER 1-12 MO NTH
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$80
07/26/2027-
07/25/2028
800 80.00 64,000.00 0.00 0.00
059 CS.TG.STD.GOV CROWDSTRIKE THREAT GRAPH STANDARD ON GOVCLOUD Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$8.45
07/26/2027-
07/25/2028
800 8.45 6,760.00 0.00 0.00
060 CS.ITPC.GOV.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION COMPLETE BUNDLE ON GOVC LOUD TIER 1
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$166.11
07/26/2027-
07/25/2028
1000 166.11 166,110.00 23.94 23,940.00
061 CS.ITP.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION (ACCOUNTS) - TIER 1
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$61
07/26/2027-
07/25/2028
1000 61.00 61,000.00 0.00 0.00
832
Totals 3,276,502.65 352,725.49
Shipping:

Packing:

Sub Total (USD): 352,725.49
Est. Tax (USD): 0.00
Shp&Hnd (USD): 0.00
Total (USD): 352,725.49
All orders are governed by your organization's signed agreement with ePlus or applicable public sector contract; if there is no such agreement the Customer Terms and Conditions for Products and/or Services located at www.ePlus.com govern. No additional or contrary terms in a purchase order shall apply, and ePlus' performance shall not be deemed acceptance of any preprinted PO terms. Use of software, subscription services or other products resold by ePlus is subject to manufacturer/publisher end user agreements or subscription terms. Any periodic payment obligations for specific offerings, along with customer-incurred overages, consumption fees, add-ons, quantity adjustments and automatic renewals are non-cancelable for any reason except by public sector customers required by law to terminate due to non-appropriation of funds.

PLEASE NOTE: Recent supply chain disruption and tariffs on certain imports are causing price increases for many IT products, with little or no notice, and beyond ePlus' control. As a result, this quote is subject to change without notice, even before the expiration date reflected above. Related manufacturer policy changes may result in orders being non-cancelable and products non-returnable except in accordance with the manufacturer warranty. Please confirm pricing and other restrictions prior to order placement. Unless freight amount is indicated, or is zero, freight will be added to the invoice. Unless Bill-To company is exempt from Sales Tax, it will be added to the invoice. Recognizing that the global pandemic has disrupted operations for many organizations, ePlus will ship products for delivery in accordance with customer's written ship-to instructions and products will be deemed delivered notwithstanding any failure of customer personnel to sign for receipt due to facility closing or otherwise. Supply chain disruption and tariffs on certain imports in accordance with applicable law may cause price increases for many IT products, with little or no notice, and beyond [SELLER’S] control. When such increases occur, this quote is subject to change without notice, even before the expiration date reflected above.
ePlus offers flexible and easy leasing options for your IT equipment. Use leasing to increase your IT acquisition capability, overcome limited budgets, and manage the lifecycle of your assets. Contact an ePlus Leasing Coordinator at 1-703-984-8021 or [email protected] to receive a lease quote today.

Customer Acceptance Bill To Ship To
Signature: ____________________________________
Name: _______________________________________
Title: _________________________________________
Date: ________________________________________
Customer PO #: _______________________________
City of Visalia
P.O. Box 5078
Finance Dept
Visalia CA 93278

UNITED STATES

ACCOUNT PAYABLE
City of Visalia
11493 Sunset Hills Road
Suite 100
RESTON VA 20190-5509

UNITED STATES
Anthony Parkman
©2025 ePlus inc. All rights reserved.
*NGDC P1 4.2.2.9
062 CS.ITPCU.GOV.SOLN.T1 CROWDSTRIKE IDENTITY THREAT PROTECTION COMPLETE UPGRADE ON GOV CLOUD TIER 1
Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$105.11
07/26/2027-
07/25/2028
1000 105.11 105,110.00 0.00 0.00
063 CRWDST-ENT-EXPS CROWDSTRIKE CROWDSTRIKE SUPPORT - EXPRESS Line Note:

Start Date: 07/26/2027
End Date: 07/25/2028
Contract Price:$250000
07/26/2027-
07/25/2028
1 250,000.00 250,000.00 12,600.66 12,600.66
Sub-Total (USD) 117,575.16
833
834
835
836
837
838
839
840
841
842
843
Participating Addendum:

Title:

Contractor Name:

Revision Date:

Authorized Reseller Name Ordering Address Ordering Fax Ordering Email Customer Service Phone
Sales Contact
(if applicable)
California
Certification #
(SB/DVBE)
Contract ID (For Fi$Cal
purposes only)
Acuity Technical Solutions LLC 9171 E Laguna Way Elk Grove, CA 95758 N/A [email protected] 805-210-6743 Alyssa Pacheco 2025892 7-17-70-40-05.65 Alacrinet Consulting Services,
Inc.
530 Lytton Ave, 2nd Floor Palo
Alto, CA 94301 N/A [email protected] 650-646-2674 Loida R. Bouchard 1738268 7-17-70-40-05.66 AMS.net 502 Commerce Way, Livermore,
CA, 94551 N/A [email protected] (925) 245-6100 Lisa Moomau N/A 7-17-70-40-05.55 Aurora IT 2510 W 237th Street, Suite 202
Torrance, CA 90505 N/A [email protected] 424-203-7342 Atif Ansari SB 7-17-70-40-05.22 BB2 Technology Group 34145 Pacific Coast Highway,
Suite 618, Dana Point, CA 92629 N/A [email protected] (714) 409-2950 James Bartlett N/A 7-17-70-40-05.53 Blue Karma Security LLC 251 Posada del Sol, Novato, CA
94949 N/A [email protected] 408-398-5753 Janine Bodwin 2005768 7-17-70-40-05.57 BorderLAN 950 Boardwalk #300
San Marcos, CA 92078 N/A [email protected] 760-736-8100 Diane Rodgers N/A 7-17-70-40-05.48 Bridge Micro 2091 22nd Ave San Francisco, CA
94116 N/A [email protected] 415-902-1075 Byron Ling 7704 7-17-70-40-05.67 CDW Government LLC 230 N. Milwaukee AVE, Vernon
Hills, IL 60061 N/A [email protected] 800-808-4239 Pam Janutolo N/A 7-17-70-40-05.58 Converge Technology Solutions

US, LLC
130 Technikigy Parkway
Peachtree Corners, GA 30092 N/A [email protected] 704-618-8316 Lynda Thomas N/A 7-17-70-40-05.70 ConvergeOne 10900 Nesbitt Ave S.

Bloomington, MN 55437 N/A [email protected] 888-321-6227 Jenn Hilgreen N/A 7-17-70-40-05.36 Dasher Technologies
675 Campbell Tech Pkwy Suite
100
Campbell, CA 95008
N/A [email protected] 408-722-8275 Angela Armstrong N/A 7-17-70-40-05.23 Dhenali Inc. 8690 Sierra College Bd. #160-284,
Roseville, CA 95661 N/A [email protected] 916-730-9085 Robert McVicker 2011543 7-17-70-40-05.59 Digital Scepter Corporation 29970 Technology Drive STE# 122-B Murrieta, CA 92563 N/A [email protected] 888-299-3718 Jon Robinson N/A 7-17-70-40-05.60 DynTek Services, Inc. 5241 California Ave, Suite 150
Irvine, CA 92617 850-219-7919 [email protected] 850-219-7917 Darlene Pricher N/A 7-17-70-40-05.06 Empower Solutions, LLC 11710 Plaza America Drive, Suite 2000 Reston, VA 20190 N/A [email protected] 703-871-5093 Melissa Stone N/A 7-17-70-40-05.69 Entisys Solutions, Inc 1855 Gateway Blvd, Suite 730,
Concord, CA 94520 N/A [email protected] (925) 688-8989 Thad Morrow N/A 7-17-70-40-05.56 ePlus 233 Technology Way, Suite 4
Rocklin, CA 95765-1208 NA [email protected] 916-251-3914 Carrie Verbeke N/A 7-17-70-40-05.16 Evodc, LLC PO BOX 5249 Orange, CA 92863 N/A [email protected] 888-365-2656 Ricky Zheng N/A 7-17-70-40-05.61 Executech Utah, LLC 1314 W 11400 S
South Jordan, UT 84095 N/A [email protected] 530-320-5524 Braun Martin N/A 7-17-70-40-05.45 FSI-Fortnet Security Inc 7411 Carnoustie Ct Gilroy, CA
95020 N/A [email protected] 415-290-4381 Louis Bisbiglia N/A 7-17-70-40-05.62 General DataTech 999 Metromedia Place
Dallas, TX 75247 N/A [email protected] (972) 679-4027 Allen Sulgrove N/A 7-17-70-40-05.50 Department of General Services - Procurement Division

APPROVED AUTHORIZED RESELLERS
7-17-70-40-05
NASPO ValuePoint Cloud Solutions
Carahsoft Technology Corp
11/07/2024
Refer to the Cooperative Agreement User Instructions posted at the link above for additional information and usage rules.

The following table identfies State-approved Authorized Resellers for the Participating Addendum referenced above.