HomeMy WebLinkAboutAGMT - Client First Consulting (IT Assessment Agreement) PROFESSIONAL SERVICES AGREEMENT
Between
SEAL
PO
27
City of Seal Beach
211 - 8th Street
Seal Beach, CA 90740
ClientFirst Technology Consulting
1811 California Avenue, Suite 170
Corona, CA 92881
951-739-7989
This Professional Service Agreement ("the Agreement") is made as of April 21, 2014
(the "Effective Date"), by and between ClientFirst ("Consultant") and the City of Seal
Beach ("City"), a California charter city, (collectively, "the Parties").
57296-0001\1 236808vi.doc
RECITALS
A. City desires certain professional services.
B. Consultant represents that it is qualified and able to provide City with such
services.
NOW THEREFORE, in consideration of the Parties' performance of the
promises, covenants, and conditions stated herein, the Parties hereto agree as
follows.
AGREEMENT
1.0 Scope of Services
1.1. Consultant shall provide those services ("Services") set forth in the
attached Exhibit A, which is hereby incorporated by this reference. To the extent
that there is any conflict between Exhibit A and this Agreement, this Agreement
shall control.
1.2. Consultant shall perform all Services under this Agreement in
accordance with the standard of care generally exercised by like professionals
under similar circumstances and in a manner reasonably satisfactory to City.
1.3. In performing this Agreement, Consultant shall comply with all
applicable provisions of federal, state, and local law.
1.4. Consultant will not be compensated for any work performed not
specified in the Scope of Services unless the City authorizes such work in
advance and in writing. The City Manger may authorize extra work to fund
unforeseen conditions up to the amount approved at the time of award by the
City Council. Payment for additional work in excess of this amount requires prior
City Council authorization.
2.0 Term
This term of this Agreement shall commence as of the Effective Date and shall
continue for a term of no more than one year unless previously terminated as
provided by this Agreement.
3.0 Consultant's Compensation
City will pay Consultant in accordance with the hourly rates shown on the fee
schedule set forth in Exhibit A for Services but in no event will the City pay more
than $15,000. Any additional work authorized by the City pursuant to Section 1.4
will be compensated in accordance with the fee schedule set forth in Exhibit A.
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4.0 Method of Payment
4.1. Consultant shall submit to City monthly invoices for all services
rendered pursuant to this Agreement. Such invoices shall be submitted within 15
days of the end of the month during which the services were rendered and shall
describe in detail the services rendered during the period, the days worked,
number of hours worked, the hourly rates charged, and the services performed
for each day in the period. City will pay Consultant within 30 days of receiving
Consultant's invoice. City will not withhold any applicable federal or state payroll
and other required taxes, or other authorized deductions from payments made to
Consultant.
4.2. Upon 24-hour notice from City, Consultant shall allow City or City's
agents or representatives to inspect at Consultant's offices during reasonable
business hours all records, invoices, time cards, cost control sheets and other
records maintained by Consultant in connection with this Agreement. City's
rights under this Section 4.2 shall survive for two years following the termination
of this Agreement.
5.0 Termination
5.1. This Agreement may be terminated by City, without cause, or by
Consultant based on reasonable cause, upon giving the other party written notice
thereof not less than 30 days prior to the date of termination.
5.2. This Agreement may be terminated by City upon 10 days' notice to
Consultant if Consultant fails to provide satisfactory evidence of renewal or
replacement of comprehensive general liability insurance as required by this
Agreement at least 20 days before the expiration date of the previous policy.
6.0 Party Representatives
6.1. The City Manager is the City's representative for purposes of this
Agreement.
0.2. David W. Krout, Managing Partner is the Consultant's primary
representative for purposes of this Agreement.
7.0 Notices
7.1. All notices permitted or required under this Agreement shall be
deemed made when personally delivered or when mailed 48 hours after deposit
in the United States Mail, first class postage prepaid and addressed to the party
at the following addresses.
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To City: City of Seal Beach
211-8th Street
Seal Beach, California 90740
Attn: City Manager
To Consultant: ClientFirst
1811 California Avenue, Suite 170
Corona, CA 92881
Attn: David W. Krout
7.2. Actual notice shall be deemed adequate notice on the date actual
notice occurred, regardless of the method of service.
8.0 Independent Contractor
8.1. Consultant is an independent contractor and not an employee of
the City. All services provided pursuant to this Agreement shall be performed by
Consultant or under its supervision. Consultant will determine the means,
methods, and details of performing the services. Any additional personnel
performing services under this Agreement on behalf of Consultant shall also not
be employees of City and shall at all times be under Consultant's exclusive
direction and control. Consultant shall pay all wages, salaries, and other
amounts due such personnel in connection with their performance of services
under this Agreement and as required by law. Consultant shall be responsible
for all reports and obligations respecting such additional personnel, including, but
not limited to: social security taxes, income tax withholding, unemployment
insurance, disability insurance, and workers' compensation insurance.
8.2. Consultant shall indemnify and hold harmless City and its elected
officials, officers, employees, servants, designated volunteers, and agents
serving as independent contractors in the role of City officials, from any and all
liability, damages, claims, costs and expenses of any nature to the extent arising
from Consultant's personnel practices. City shall have the right to offset against
the amount of any fees due to Consultant under this Agreement any amount due
to City from Consultant as a result of Consultant's failure to promptly pay to City
any reimbursement or indemnification arising under this Section.
9.0 Subcontractors
No portion of this Agreement shall be subcontracted without the prior written
approval of the City. Consultant is fully responsible to City for the performance of
any and all subcontractors.
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10.0 Assignment
Consultant shall not assign or transfer any interest in this Agreement whether by
assignment or novation, without the prior written consent of City. Any purported
assignment without such consent shall be void and without effect.
11,0 Insurance
11.1. Consultant shall not commence work under this Agreement until it
has provided evidence satisfactory to the City that Consultant has secured all
insurance required under this Section. Consultant shall furnish City with original
certificates of insurance and endorsements effecting coverage required by this
Agreement on forms satisfactory to the City. The certificates and endorsements
for each insurance policy shall be signed by a person authorized by that insurer
to bind coverage on its behalf, and shall be on forms provided by the City if
requested. All certificates and endorsements shall be received and approved by
the City before work commences. The City reserves the right to require
complete, certified copies of all required insurance policies, at any time.
11.2. Consultant shall, at its expense, procure and maintain for the
duration of the Agreement, insurance against claims for injuries to persons or
damages to property that may arise from or in connection with the performance
of this Agreement. Insurance is to be placed with insurers with a current A.M.
Best's rating no less than A:VII1, licensed to do business in California, and
satisfactory to the City. Coverage shall be at least as broad as the latest version
of the following: (1)General Liability: Insurance Services Office Commercial
General Liability coverage (occurrence form CG 0001); (2)Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code
1 (any auto); and, if required by the City, (3) Professional Liability. Consultant
shall maintain limits no less than: (1)General Liability: $2,000,000 per
occurrence for bodily injury, personal injury and property damage and if
Commercial General Liability Insurance or other form with a general aggregate
limit is used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required
occurrence limit; (2)Automobile Liability: $1,000,000 per accident for bodily injury
and property damage; and (3) Professional Liability: $1,000,000 per
claim/aggregate.
11.3. The insurance policies shall contain the following provisions, or
Consultant shall provide endorsements on fomns supplied or approved by the
City to state: (1) coverage shall not be suspended, voided, reduced or canceled
except after 30 days prior written notice by certified mail, return receipt
requested, has been given to the City; (2) any failure to comply with reporting or
other provisions of the policies, including breaches of warranties, shall not affect
coverage provided to the City, its directors, officials, officers, (3) coverage shall
be primary insurance, as respects the City, its directors, officials, officers,
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employees, agents and volunteers, or if excess, shall stand in an unbroken chain
of coverage excess of the Consultant's scheduled underlying coverage and that
any insurance or self-insurance maintained by the City, its directors, officials,
officers, employees, agents and volunteers shall be excess of the Consultant's
insurance and shall not be called upon to contribute with it; (4)for general liability
insurance, that the City, its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the services or
operations performed by or on behalf of the Consultant, including materials, parts
or equipment furnished in connection with such work; and (5)for automobile
liability, that the City, its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the ownership,
operation, maintenance, use, loading or unloading of any auto owned, leased,
hired or borrowed by the Consultant or for which the Consultant is responsible.
11.4. All insurance required by this Section shall contain standard
separation of insureds provisions and shall not contain any special limitations on
the scope of protection afforded to the City, its directors, officials, officers,
employees, agents, and volunteers.
11.5. Any deductibles or self-insured retentions shall be declared to and
approved by the City. Consultant guarantees that, at the option of the City,
either: (1)the insurer shall reduce or eliminate such deductibles or self-insured
retentions as respects the City, its directors, officials, officers, employees,
agents, and volunteers; or (2)the Consultant shall procure a bond guaranteeing
payment of losses and related investigation costs, claims and administrative and
defense expenses.
12.0 Indemnification, Hold Harmless, and Duty to Defend
Consultant shall defend, indemnify, and hold the City, its officials, officers,
employees, volunteers and agents serving as independent contractors in the role
of city officials (collectively "Indemnitees") free and harmless from any and all
claims, demands, causes of action, costs, expenses, liability, loss, damage or
injury, in law or equity, to property or persons, including wrongful death, in any
manner arising out of or incident to any acts or omissions of Consultant, its
employees, or its agents in connection with the performance of this Agreement,
including without limitation the payment of all consequential damages and
attorneys' fees and other related costs and expenses, except for such loss or
damage arising from the sole negligence or willful misconduct of the City. With
respect to any and all such aforesaid suits, actions, or other legal proceedings of
every kind that may be brought or instituted against Indemnitees, Consultant
shall defend Indemnitees, at Consultant's own cost, expense, and risk, and shall
pay and satisfy any judgment, award, or decree that may be rendered against
Indemnitees. Consultant shall reimburse City and its directors, officials, officers,
employees, agents and/or volunteers, for any and all legal expenses and costs
incurred by each of them in connection therewith or in enforcing the indemnity
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herein provided. Consultant's obligation to indemnify shall not be restricted to
insurance proceeds, if any, received by Consultant, the City, its directors,
officials, officers, employees, agents or volunteers. All duties of Consultant
under this Section shall survive termination of this Agreement.
13.0 Equal Opportunity
Consultant affirmatively represents that it is an equal opportunity employer.
Consultant shall not discriminate against any subcontractor, employee, or
applicant for employment because of race, religion, color, national origin,
handicap, ancestry, sex, sexual orientation, or age. Such non-discrimination
includes, but is not limited to, all activities related to initial employment,
upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or
termination.
14.0 Labor Certification
By its signature hereunder, Consultant certifies that it is aware of the provisions
of Section 3700 of the California Labor Code that require every employer to be
insured against liability for Workers' Compensation or to undertake self-insurance
In accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
15.0 Entire Agreement
This Agreement contains the entire agreement of the parties with respect to the
subject matter hereof, and supersedes all prior negotiations, understandings, or
agreements. This Agreement may only be modified by a writing signed by both
parties.
16.0 Severability
The invalidity in whole or in part of any provisions of this Agreement shall not
void or affect the validity of the other provisions of this Agreement.
17.0 Governing Law
This Agreement shall be governed by and construed in accordance with the laws
of the State of California.
18.0 No Third Party Rights
No third party shall be deemed to have any rights hereunder against either party
as a result of this Agreement.
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19.0 Waiver
No waiver of any default shall constitute a waiver of any other default or breach,
whether of the same or other covenant or condition. No waiver, benefit, privilege,
or service voluntarily given or performed by a party shall give the other party any
contractual rights by custom, estoppel, or otherwise.
20.0 Prohibited Interests; Conflict of Interest
20.1. Consultant covenants that it presently has no interest and shall not
acquire any interest, direct or indirect, which may be affected by the Services, or
which would conflict in any manner with the performance of the Services.
Consultant further covenants that, in performance of this Agreement, no person
having any such interest shall be employed by it. Furthermore, Consultant shall
avoid the appearance of having any interest, which would conflict in any manner
with the performance of the Services. Consultant shall not accept any
employment or representation during the term of this Agreement which is or may
likely make Consultant "financially interested" (as provided in California
Government Code §§1090 and 87100) in any decision made by City on any
matter in connection with which Consultant has been retained.
20.2. Consultant further warrants and maintains that it has not employed
or retained any person or entity, other than a bona fide employee working
exclusively for Consultant, to solicit or obtain this Agreement. Nor has
Consultant paid or agreed to pay any person or entity, other than a bona fide
employee working exclusively for Consultant, any fee, commission, gift,
percentage, or any other consideration contingent upon the execution of this
Agreement. Upon any breach or violation of this warranty, City shall have the
right, at its sole and absolute discretion, to terminate this Agreement without
further liability, or to deduct from any sums payable to Consultant hereunder the
full amount or value of any such fee, commission, percentage or gift.
20.3. Consultant warrants and maintains that it has no knowledge that
any officer or employee of City has any interest, whether contractual, non-
contractual, financial, proprietary, or otherwise, in this transaction or in the
business of Consultant, and that if any such interest comes to the knowledge of
Consultant at any time during the term of this Agreement, Consultant shall
immediately make a complete, written disclosure of such interest to City, even if
such interest would not be deemed a prohibited "conflict of interest" under
applicable laws as described in this subsection.
21.0 Attorneys' Fees
If either party commences an action against the outer party, either legal,
administrative or otherwise, arising out of or in connection with this Agreement,
the prevailing party in such litigation shall be entitled to have and recover from
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the losing party all of its attorneys' fees and other costs incurred in connection
therewith.
22.0 Exhibits
All exhibits referenced in this Agreement are hereby incorporated into the
Agreement as if set forth in full herein. In the event of any material discrepancy
between the terms of any exhibit so incorporated and the terms of this
Agreement, the terms of this Agreement shall control.
23.0 Corporate Authority
The person executing this Agreement on behalf of Consultant warrants that he or
she is duly authorized to execute this Agreement on behalf of said Party and that
by his or her execution, the Consultant is formally bound to the provisions of this
Agreement.
IN WITNESS WHEREOF, the Parties hereto, through their respective authorized
representatives have executed this Agreement as of the date and year first
above written.
CITY OF SEAL BEACH CONSULTANT
By: _ By:
Ingram, Ci M Hager
Name:' David W,: -x.out :.
Attest: Its: Managing Member
By:
rLix�k -
By:
L' da Devine, City Cierk
Name:
Approved as to f=orm: Its:
By:
C Qu' Barro4v, City Attorney
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CLIENTFIRST
TECHNOLOGY CONSULTING
April 1, 2014
Mr. Patrick Gallegos
Administrative Manager
City of Seal Beach
2118'11 Street
Seal Beach, CA 90740
Re: Proposal for Information Technology Assessment
Dear Mr. Gallegos:
We are pleased to provide the City of Seal Beach with our proposal for an initial Information
Technology (IT) Assessment. We feel that CLIENTFiRST Technology Consulting has the breadth
of knowledge and experience to provide a high-quality IT Assessment that will provide
significant insights into the IT organization, its strengths and improvement considerations, and
potential next steps. Based on our conversations and meetings to date, we are presenting this
proposal outlining our proposed involvement in this project.
Methodology and Approach—CLIENTFiRST customizes industry best practices for information
technology planning in a practical way to meet the needs of municipalities. We provide:
• IT infrastructure, operations, and staffing needs assessments
• Development of strategies, goals, objectives, and recommendations
• Comprehensive IT initiative recommendations with budgets, timelines, and resource
assignments
• Assessment workshops with City management
• IT Assessment Report and supporting documentation
True independence— CuEluRRST is completely independent and unbiased in its analysis and
recommendations. We do NOT resell software or employ implementers, trainers, or
programmers for software solutions.
Local Government Focus—Our management team's career experience includes over
1,000 projects, for more than 250 government agencies, with our largest volume of work
conducted for municipalities.
We look forward to the opportunity of serving the City as one of our many satisfied clients. If
you have any questions regarding our proposal, please contact us at(951)739-7989,
dkrout@clientfirstcg.com or t akobsen@clientfirstcg.com.
Sincerely,
David W. Krout Tom Jakobsen
Managing Partner Senior Partner
CALIFORNIA • ILLINOIS - NORTH CAROLINA - 800.806,3080 - FAX 888.478.0495
The C4 of Seal Beach
TABLE OF CONTENTS
PROJECT 4
ProjectScope.....................................................................................................4
ProjectApproach................................................................................................5
ProjectWork Steps.............................................................................................5
ProjectDeliverables............................................................................................6
PROJECTPLAN........................................................... 7
PROJECT STAFF ......................................................... 8
Tom lakobsen, Senior Partner— IT Infrastructure &Operations Practice Leader ....g
David W. Krout, CPA (Inactive), Managing Partner, Management Consulting
PracticeLeader ................................................................................................11
Curtis Windham — IT Support Consultant...........................................................12
James Bliss —Senior Network Engineer..............................................................13
Alexis Mercado — Management Consultant .........................................................14
REFERENCES...........................................................■ 15
PROJECT FEES ........................................................■ 17
Fees................................................................................................................17
WorkPlan........................................................................................................17
CLIENTARST TECHNOLOGY CONSULTING AWMM
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The City of Seat Beach
PROJECT BACKGROUND
The City has outsourced IT to a third party who provides the majority of IT services. While it
appears the Police Department receives adequate IT project-related assistance, City Hall has
recently experienced systems outages that have reduced confidence in the IT service provider.
The City is interested in an IT Assessment to address the following areas:
• IT Infrastructure— Review the infrastructure and verify that it will be capable of
supporting current and future City requirements, including potential replacement of core
business systems, increased wireless usage, bandwidth needs, and disk storage needs.
• IT Operations—Review IT processes and procedures related to Help Desk, maintenance
of equipment, backups, disaster recovery, and others. Identify any deficiencies and
recommend productivity improvements.
• Outsourced IT Staffing -- Review current outsourced IT staffing levels and skill sets
versus expected needs. Recommend adjustments as necessary.
• Sustainability Planning - Create a plan that outlines necessary expenditures over the
next 5 years to maintain the infrastructure and support the City's needs.
The goal of this assessment would be to develop a prioritized list of potential improvements,
including project budgets and timelines for the next fine years.
PROJECT SCOP
The IT Assessment will include a detailed review of the IT infrastructure and recommendations
for the improvement of that infrastructure. We will review and make recommendations
regarding technology, security, backup methodologies, performance improvements, capital
replacement planning, local and wide area networks, strategies for automation, and IT
operations, based on best-practices and our own practical experience servicing dozens of other
municipalities. For each recommendation, we will include project priority, duration, expected
costs, and any dependencies. The focus of our assessment will include all facets of IT at all
City locations, including infrastructure, servers, mobile devices, security, operations, and
staffing. These recommendations will provide a plan to improve the alignment of IT with the
City's goals.
We propose to conduct an IT Assessment that would include:
• A review of all available IT documentation, policies, and procedures to familiarize ourselves
with the environment and to make recommendations on types and quantities of
documentation to be kept
• Interviews with IT-related staff and City staff
• A satisfaction survey of perceptions of current IT service levels
• A review of a sampling of servers and wireless systems to evaluate performance and
configuration effectiveness
• A review of IT security, backup systems, and disaster recovery plans
• An IT operational review, including processes related to requests for help, ongoing updates,
and maintenance
• A review of the IT budget and recommendation for priorities and allocation of IT funds
GuENTFRST TECHNOLOGY CONSULTING
------------
gop-r'll[b]alitp
The City of Seal Beach
It should be noted that the proposed Assessment is not a Security Audit. We will not be
conducting intrusion testing, reviewing password strength or other items that are included in a
Security Audit. Typically, a WENTARST IT Assessment will generate a significant number of
security recommendations, which we suggest the City implement before initiating a Security
Audit.
PROJECTAPPROACH
We will learn current City systems and requirements through an analysis of City documentation,
interviews with IT-related personnel, and review of a sampling of network equipment,
evaluating file server, wireless, Internet, and network performance.
We have included a list of documentation that we would like to review as a part of the
assessment process. Some of the documents that will be useful in our review include;
• IT Organization Charts
• IT Budgets
• Service Contracts
• Software License Inventory
• Server Hardware Inventory
• Network Diagrams
• Network Equipment Inventory
• Router and Firewall Configuration Printouts
• Router and Firewall Documentation
• Back-Up Procedures
• General Hardware Inventory
• Disaster Recovery Plan
• Help Desk Log for one month
• Service-Level Agreements with the user community
• IT-Related Policies
• Operations Documentation
• Internal Escalation Procedures
• Server Build Documentation
• Network and Server Monitoring Documentation
• Change Control Procedures
We propose to review the documentation prior to our arrival on-site, so we are familiar with the
City's IT environment before we begin our work effort.
CuEwFiRs r TECHNOLOGY CONSULTING
The Ggy of Seal Beach
PROJECT WORK STEPS
Our initial work step would be a Project Kickoff Meeting with the consulting team, the City
Project Manager and appropriate IT-related staff. During the Kickoff Meeting, we would review
the work steps, agree on a schedule for completing those steps, ask and answer questions
related to the documentation received, and participate in a tour of the City's IT facilities,
including a tour of the City Hall and Police Department computer rooms.
We then propose to conduct interviews with the primary IT-related staff members to discuss
the strengths and improvement considerations of the IT infrastructure environment including
networks, servers, applications, and desktops. As a part of the interview process, we will work
to gather information related to the contractor's perception of the environment and any
suggestions they may have for improvement. We will also discuss departmental productivity
tools with the goal of suggesting improved tools, for automation and efficiency. These
interviews Will provide valuable insight into the day-to-day workings of the department and the
specific areas that can be improved.
We will also begin a high-level review of network performance on the local area network,
wireless network, Internet, and a sampling of City servers. This review will focus on
problematic areas where recent problems have been reported, and other high-risk areas. We
use a standard checklist for server reviews, including:
• Authentication
• Operating system and services patching levels
• Wireless system performance
• Disk configuration and appropriateness for the application(s) on the server
• Internet access speeds and performance
• Virtualization
• Redundancy and resiliency
• Backup methodology
• System security
• Disaster Recovery Planning
After our review of the documentation, interviews, and analysis of the configuration and
performance monitoring information, the consulting team will gather the information and
develop a series of recommendations for improvement considerations. These recommendations
will focus on improving department efficiencies, productivity, and increasing IT system reliability
and security. Each technology recommendation will be assigned a priority, estimated budget,
and implementation duration.
A list of technology recommendations, priorities, and budgets will be developed and shared with
the City. We will then discuss our recommendations and reasoning with the City in a workshop
and develop a consensus list of recommendations that we will use for report development.
Once we have developed the recommendations, we will assemble them into a high-level
presentation.
CLIENrFiRSTTECHNOLOGY CONSULTING
1 l f f 1 t l
The City of Sea]Beach
PROJECT • ' a •
r
The following items are included in the deliverables:
• Recommendations related to resolving critical issues that affect the ability of the pity to
conduct its business
• Recommendations related IT productivity tools in use and improvements in automation and
efficiency
• Recommendations relating to IT priorities and budgets
• Recommendations for performance improvements and future network enhancements
• Recommendations for technology improvements to enhance productivity or processes
• Recommendations related to the reliability and resiliency of IT systems, including Disaster
Recovery Planning
• Recommendations for security improvements that will reduce security issues and limit
exposure to risk
• Recommendations related to IT staffing levels and reporting structures
• Other recommendations, as appropriate
CUENTFIRSTTEOHNOLOGY CONSULTING
Intel 1 # #
The City of Seal Beach
PROJECT PLAN
Technology City of Seal Beacil
Consultant
Information
Tom Curtis Jim Alex
Kilt-off Meeting&Tours-City Hall&PD computer rooms 40 2.0 2.0
Review documentation-policies,SL.As,1-month's Help Desk,inventories, 4.0 2.0 2.0
DR Plan,purchases,existing technology curriculum plans
Interviews-IT-Related Staff 8U 4.0 4.0
Interviews-Service and Support Levels 8.{} _ 4.0 4.0
City Hall
PD
Survey-IT Services 3D 1.0 2.0
Network Infrastructure review-Best Practices,security,filter,performance, 16:0 8.0 8.0
policies,wireless,servers&virtualization
Evaluate surveys 6,0. ... : 2.0 4.0
Research costs and altematives ;1D 0. ., 4.0 4.0 2.0
Determine recommendations 14f0 0 8.0 2.0
Develop project priorities and budgets 30.0 2.0 8.0
Create workshop materials 16,0 8.0 8.0
Workshop-City Management 4l 2.0 2.0
Develop Report .16,01,_ 4.0 12.0
Hours 119.0 39.0 62.0 12.0 6.0
wIpIVPI�I IIIINIIV
CLlENTFIRSTTECHNOLOGY CONSULTING #: a
The City of Seal Beach
PROJECT S
Proaect Bole PrvjactManager;teadlTlnfras#rICture Qperatons �� ICI ,
CLtENTFfRSTTtIe:.SentorPartrrer,f1 t�hastntcttfe&r3
i rattons prcttce Leader I i
ProJeat Rr�le ; Management Cor:sulting prayects I.sad ; David . t
CL tENTFtt$$TTItIQ.. ManagJng Padner;Appllca#ions&Buslness Process pik ce Leader
Proeo#Role Ne#v�ork Engineer ! Windham I
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Pl�eof Role = �letwork Engineer ,�
tENTtsrT�tle, SelaforNe#vork Engineer:: James
Prajkt Rale Clata Analyst
'CUNTfRSl 7tCs: 'M Mercado
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CuEiyrFJRSTTEGHNOLOGYCONSULTING t: •`
The City of Seal Beach
Tom JAKOBSEN, SENIOR PARTNER—IT INFR A S TRUCTURE& OPERATIONS PRACTICE LEADER
Tom Jakobsen is a Senior Partner with CLIENTFIRST and is the IT Infrastructure
and Support Operations Practice Leader. He has over 25 years of experience in
the information technology arena. His interdisciplinary experience has given
him a unique understanding of the inter-relationship between network
infrastructures and the applications they support, as well as the usefulness of
project management and system development life cycles for infrastructure-
`' related projects. Mr. Jakobsen's dual roles as an IT Director and Consultant
provide clients with a resource of tremendous experience who understands
interdepartmental and vendor relationships, and the management of those relationships.
Highlights
• Former Network Infrastructure Consulting Practice Leader for RSM McGladrey, the nation's
sixth-largest CPA and consulting firm
• Ongoing Contract CIO for multiple municipalities
• Former CIO at Frame Relay Corporation
• Interim CIO at AAA Colorado
• Interim CIO at AAA Arizona
• Two-time Interim CIO at Illinois Action For Children
• Managed hundreds of IT consulting projects with dozens of municipalities and local
govemments
Specialty Areas
• IT Operations Management
• Network Design, Procurement, Implementation, and Oversight
• IT Security
• Disaster Recovery
• Interim CIO/IT Management
• Project Management
• Assessments, Strategy, and Planning
Education, Credentials, and Affiliations
• Bachelor of Science in Mathematics and Economics from University of Iowa
• Member, Project Management Institute, Midwest Chapter
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CUENTARST TECHNOLOGY CONSULTING '••' ' •
The Cky of Seal Beach
DAVID KRoLIT, PI 1 PAR TNER, r NA GEMENT CONSUL PRA CTICE LEADER
David Krout has nearly 20 years of experience assisting local governments with a
broad scope of information technology needs. He specializes in working with
organizations to identify their strategic, organizational, application, and
functional requirements in order to determine which system and/or specific
applications are a proper fit for both the customer and the vendor.
Mr. Krout's unique and diversified background in business management,
accounting, sales, marketing, and management consulting has given him the
ability to collaborate with C-level executives and department staff from a practical, business-
management perspective in order to maximize their IT utilization.
Having worked for a leading local government enterprise software provider, Mr. Krout brings a
unique understanding of consulting, client representation, and vendor relationships to the
collaboration between customers and software vendors.
Highlights
• Served on the National Committee for Information Technology for the Institute of
Management Accountants
• Former President, Institute of Management Accountants, Inland Empire Chapter
• Former Government IT Consulting Manager for RSM McGladrey, the nation's sixth-largest
CPA and consulting firm
• Featured speaker for the California Society of Municipal Finance Officers (CSMFO) Annual
Conference on the topic of"Risk Mitigation Strategies for Software Selection"
• Worked nationally with dozens of public-sector agencies
Specialties
• Business Process Reviews • Project Management&Oversight
• Application Requirements Definition • Conversion Assistance& Planning
• Current System Needs Analysis &Improvement • Contract Reviews & Negotiations
• New Software Selection Assistance
• Strategic Master Technology Planning
Credentials, Degrees, and Affiliations
• Certified Public Accountant(CPA) (inactive)
• Bachelor of Science in Business Management in Accounting from California State University,
San Bernardino
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iii 1 p Iii 1'
Ct.tCNlFtRSTTECHIJOLOGY CONSULTING ".►: •
The City of Seal Beach
SUPPORT
Mr. Windham serves CLIENTFtRSTas an IT professional with nearly 15 years of experience in the
field. His exceptional technical and personnel management skills have allowed him to
successfully identify, prioritize, and drive information systems initiatives for multiple mid-to
large-size companies. Throughout his career, Mr. Windham has held numerous IT management
and support positions for companies such as ACC Capital Holdings, Inc., Canon USA, and Canon
Computer Systems, Inc.
Mr. Windham is an expert in Altiris. He has managed and configured multiple Altiris server
configurations, setting up rights to various levels of access and doing imaging for laptops and
desktops. He is also familiar with the use of InstallShield to build MSI packages.
Highlights
• Selection of PCs and Software Standards for Fortune 50 Company
• Generate and manage all IT-related projects for hardware and software roll-outs for Fortune
50 Company
• Detail, document, and manage department policy and procedures
• Manage IT vendor relationship and negotiating pricing to continually save costs
• Desktop support and executive support for corporate office and remote locations
Specialties
• Altiris Server Management
• Application Packaging and Patch Management
• IT Vendor Relationships and Price Negotiations
• IT Project Management
• Detail, Document, and Manage Policies and Procedures
• Desktop Support
Credentials, Degrees, and Affiliations
• Associates of Science in Technology from DeVry Institute of Technology in City of Industry,
CA
Similar Clients or Projects
City of Laguna Niguel
City of La Puente
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CUENTRRSTTFCHN0L0GY CONSULTING '
The City of Seat Beach
SENIOR JAMES BLISS— NETWORK
James Bliss is a Network specialist for CLiENTFIRST whose qualifications include CCNA, MCSE
certifications and detailed knowledge of current security tools, technologies, and best practices.
Mr. Bliss has over ten years of experience in the creation and deployment of solutions
protecting networks, systems, and information assets for diverse city networks.
Highlights
Security SSH; SSL; Digital Certificates; Anti-Virus and Malware Tools
Technologies:
Systems: Cisco Firewalls (Pix, ASA), Routers and Switches (L2, 0); AS400; Windows
(all); ESXi, VMWare; Promise (Storage)
Networking: LANs, WANs. VPNs, Routers, Firewalls, Switches, Wireless Systems
Software: MS Office; VMWare; THE (Comprehensive all-in-one software, such as
Financial, Business Licenses, Human Resource etc.
Specialties
• Network and Systems Security
• Risk Management
• Authentication and Access Control
• System Monitoring
• Regulatory Compliance
• System Integration Planning
• Multi-tier Network Architectures
Education, Credentials and Affiliations
• Advanced Network Training Solutions (Cisco)
• Computer Education Institute (Microsoft, Computer Hardware)
• CCNA
• MCSE
• MCSA
• MCP 200
• A+
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City of La Puente
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CLiENTFIRSTTECHNOLOGY CONSULTING •,.-
The Qy of Seal Beach
ALEXIS MERCADO MANAGEMENT i
Alex is a problem-solver that specializes in business process reviews and ERP
application consulting. His experience includes assessment, planning,
implementation/configuration, integration, upgrades, customization, testing, and
documentation.
Highlights
• Established connections between ERP and eCommerce websites, mapping workflows from
ecommerce engine to automate procurement process, while reducing human intervention
• Developed picking list workflows to aid warehouse employees in retrieving warehouse
products; designed notification module between sales and warehouse users to streamline
immediate shipments requested by customers; created advanced logistics analysis reports
to display product surpluses and deficits using up- and downstream processes
• Configured email engine to integrate with process workflows, allowing clients to receive
notifications and invoices via email
• Configured work centers, routings, bills of material, and manufacturing runs
• Improved existing manufacturing module for multi-level BOM transparency and just-in-time
methodologies
• Configured customer relations management for lead monitoring, customer claims, and
helpdesk services
• Joined efforts with an ERP software vendor to develop a comprehensive FIFO inventory
valuation method that was not available in the software at the time
• Implemented multi-company module for subsidiaries and companies, which required
multiple languages, currencies, and international warehouses
• Collaborated with team members to create advanced budgeting capabilities
Specialties
• Staff accounting including A/R, A/P, payroll, bank reconciliation, sales, income taxes
• Process review and improvements to streamline operations
• Workflow analysis and mapping
• Gathering and analyzing functional business requirements
Credentials, Degrees, and Affiliations
• California State University, Fullerton, CA- Bachelor of Arts in Business Administration
• PMI-CAPM
• ITIL Foundation
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City of Burbank
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City of Redlands
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City of Healdsburg
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Eastern Band of Cherokee Indians
Ct1ENTFiRSrTECHNOLOGY CONSULTING
.........................
AW The City of Seal Beach
REFERENCES
City of Laguna Niguel
30111 Crown Valley Parkway, Laguna Niguel, CA 92677
Steve Eriandson, Finance Director 949.362.4300
serlandson @cityogagunaniguel.org
• Supplemental IT Support
• IT Management And Network Engineering and Staff Technical Assistance
• IT Hardware and Software Upgrade Implementation
• IT Inventory Management
• IT Assessment
• WAN and Antivirus Assistance
• Novell to Microsoft Conversion
• City IT Installation Project Management
• Questys Website Document Availability
• Back-up Improvements Implementation
• City Hall IT Project Management
• VoIP System Selection
• Wireless Expansion
• Land Management System Selection
• Timekeeping System Project Management and Implementation
• Physical Security System Project Management and Implementation
• Part-time CIO
v`
Q
�`'"°;°°` City of Redlands
35 Cajon St., Redlands, CA 92373
Danielle Garcia, Director of Information Technology 909.798.5800
dgarcia @cityofredlands.org
• IT Master Plan
• Interim IT Director Advisor
• Supplemental IT Support
• IT Master Plan Implementation Project Management
• WAN Design
• Data Center Design
• Help Desk design and metrics
• Point to point wireless and wireless LAN design
• Telecommunications audit
• Exchange upgrade
• Wireless Installation
• IT Inventory Management
• Storage Area Network Implementation
CuENTtfiSTTECHNOLOGY CONSULTING If t
. .
ITI
The City of Seat Beach
• Virtualization
• Desktop deployment
• IT procurement
• Network documentation
• Network improvements
• IT security assistance
• Land Management system assessment
• Police Timekeeping system assessment
• Work order system assessment
City of La Puente
15900 E. Main Street, La Puente, CA 91744
Bret Plumlee, Former City Manager (562)431-3538
bpiumlee@cityoflosalamitos.org
• Ongoing IT Support and Security Services
• Video Surveillance system selection
• Computer room power improvements
• IT Assessment
• Part-time CIO
• IT security improvements
• Website Selection RFP
• Merchant Bank Selection RFP
• Desktop replacement
WENTFIRSTTECNNOLOGYCONSULTING
The City of Sea!Beach
PROJECT FEES
Our fees are based on the time spent on a project at our standard rates. Our standard billing
rates for these types of services is $125 - $195 per hour, plus travel-related expenses, and is
based on the type and level of the assigned consultants'skill sets. We have discounted our
rates for this engagement.
WORK PLAN
City of Seal Beach
onsu tant
Information Technology Assessment
H
PUr8.1::,! Tom Curtis Jim Alex
OJork Plan
Kick-off Meeting&Tours-City Hall&PD computer rooms 4 0 2.0 2.0
Review documentation-policies,SLAs, 1-month's Help Desk, 4 0 2.0 2.0
inventories,DR Plan,purchases,existing technology curriculum plans
Interviews-IT-Related Staff &0:: 4.0 4.0
Interviews-Service and Support Levels 8 0 :'.'. 4.0 4.0
City Hall
PD
Survey-IT Services 3.0 .` 1.0 2.0
Network Infrastructure review-Best Practices,security,filter, 16.0. 8.0 8.0
performance,policies,wireless,servers&virtualization
Evaluate surveys 6 0 2.0 4.0
Research costs and alternatives 10.0. 4.0 4.0 2.0
Determine recommendations 14,0 4.0 8.0 2.0
Develop project priorities and budgets 10 0` 2.0 8.0
Create workshop materials 16 0 ' 8.0 8.0
Workshop City Management
4.0 2.0 2.0
Develop Report 16 0. :`: 4.0 12.0
Hours 119.0 39.0 62.0 12.0 6.0
Hourly Rates $150 $115 $115 $100
Total Project Costs $14,960
Scope Changes
Alternative scope changes and fee adjustments are possible, and are dependent on the City's
specific project needs and staff resources and capabilities.
CLIENTFIRSTTECHNOLOGY CONSULTING - •
The City of Seal Beach
Change Management
If, during the course of the project, the nature or scope of our work should change, we would
discuss such matters, and their effect on our fees, with the City's prior written approval before
proceeding.
Payment Terms
We invoice monthly as progress proceeds. Payments are due within 30 days of receipt via
check or ACH.
CLIENrF/RSTTECHNOLOGY CONSULTING '-•" + •