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2014-145 IT - ClientFirst Consulting Group LLC for Professional Services $14,935
[Departmental Use Only] TITLE Client First Services CP FY 2014 ORANGE COUNTY CONTRACT UNDER$15,000.00 NORTH CAROLINA THIS AGREEMENT, made and entered into this 17 day of February, 2014, ("Effective Date") by and between Orange County, North Carolina, a body politic and corporate organized under the laws of the State of North Carolina, (the "County"), party of the first part; and Client First (the "Provider"), party of the second part; WITNESSETH: For the purpose and subject to the terms and conditions hereinafter set forth, the County hereby contracts for the services of the Provider, and the Provider agrees to provide the following services to the County in accordance with the terms of this Agreement,time being of the essence: The services and/or materials (hereinafter referred to collectively as "Services") to be furnished under this Agreement are as follows: See attached "Proposal for Land Management Software Assessment& Action Plan". The term of this agreement rendered shall be from 2/17/2014 to 2/17/15. Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner to the satisfaction of the County. Provider shall be responsible for all errors or omissions, in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. Provider agrees that Provider shall not sub-contract any of the services to be provided in this Agreement, nor shall Provider assign any right or responsibility granted or required by this Agreement,without the prior written approval of the County. SPECIFIC TERMS 1. Payment: The County agrees to pay at the rates specified for Services satisfactorily performed in accord with this Agreement. The amount to be paid by the County shall not exceed Fourteen Thousand Nine Hundred Thirty Five Dollars, ($14,935). Payment shall be made within thirty(30)days of an invoice properly submitted to County. Should Provider fail to perform its duties under the terms of this Agreement, County may, without fault or penalty, withhold any payment associated with the work to be performed until such time as said work is completed. 2. Non—waiver: Failure by County at any time to require the performance by Provider of any of the provisions hereof shall in no way waive or affect the County's right hereunder to enforce the same, nor shall any waiver by the County of any breach be held to be a waiver of any succeeding breach or a waiver of this Non-Waiver Clause. 3. Independent Contractor: The Provider shall operate as an independent Provider, and the County shall not be responsible for any of the Provider's acts or omissions. The Provider shall not be treated as an employee with respect to the Services performed hereunder for federal or state tax, unemployment or workers' compensation purposes. The Provider understands that neither federal, nor state, nor payroll tax of any kind shall be withheld or paid by the County on behalf of the Provider or the employees of the Provider. 4. Insurance: Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, and any additional insurance as may be required by Owner's Risk Manager as such insurance requirements are described in the Orange County Revised 9/13 j Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements (each document is incorporated herein by reference and may be viewed at http_//orangccouiitync.gov/purchasing/contracts.asp). If Owner's Risk Manager determines additional insurance coverage is required such additional insurance shall consist of N/A (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the Owner's Risk Manager. 5. Indemnity: The Provider agrees to defend, indemnify, and hold harmless Orange County from all losses, liabilities, claims, demands, suits, costs, damages or expenses (including reasonable attorney's fees) arising from bodily injury, including death, to any person or persons or damage to or destruction of any property caused in whole or in part by any negligent or intentional act or omission on the part of the Provider. 6. Termination: This Agreement may be terminated at any time by mutual written agreement of the parties or by the County upon written notice to the Provider. 7. Entire Agreement: The parties have read this Agreement and agree to be bound by all of its terms, and further agree that it constitutes the complete and exclusive statement of the Agreement between the parties unless and until modified in writing and signed by the parties. Modifications may be evidenced by telefacsimile signature. 8. Priority: In determining the basic services to be provided, should any documents be referenced in this Agreement, the terms herein shall have priority in any conflict between the terms of referenced documents and the terms of this Agreement. 9. Governing Law-Both parties agree that this Agreement shall be governed by the laws of the State of North Carolina. Should either party initiate litigation to settle any dispute involving the terms of this Agreement such litigation shall be initiated in the General Court of Justice of North Carolina seated in Orange County, North Carolina. Provider shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all anti-discrimination laws. Pursuant to the terms of North Carolina General Statute 153A-449(b) no county may enter into a contract with a contractor unless the contractor and the contractor's subcontractors comply with the requirements of Article 2 of Chapter 64 of the North Carolina General Statutes. Where applicable, failure to maintain compliance with the requirements of Article 2 of Chapter 64 of the General Statutes constitutes Provider's breach of this Agreement. By executing this Agreement Provider affirms Provider is in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. 10. Non Appropriation: Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable and not appropriated for the performance of County's obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability and non-appropriation of public funds. [SIGNATURE PAGE TO FOLLOW] Revised 9/13 2 IN WITNESS WHEREOF,Orange County and the Provider have signed this Agreement,effective as of the day first written above. ORANG PROVIDER By: By: Title: 200 S. Cameron St. David Krout,Managing Partner P.O. Box 8181 Hillsborough,NC 27278 This i V s been approved as to technical content. Jim Nolthrul J epartment Director This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act. f Office of the Chief Financial Officer This instrument has be pproved as to form and legal sufficiency. O of the County Attorney Revised 9/13 3 CLIENTF1 RST TECHNOLOGY CONSULTING - r limit�1 PROPOSAL FOR LAND MANAUtMENT SOFTWARE AsSESSMENT & ACTION PLAN r 17 52 Client Locations Coast-to-Coast Practice Locations ForthACO``�Q North Carolina Illinois California 1.800.806.3080 February 1 CLIENTF1 RST 111111111111=0 MIll TECHNOLOGY CONSULTING February 13, 2014 Mr. Jim Northrup Chief Information Officer Orange County, North Carolina 200. S. Cameron Street P.O. Box 8181 Hillsborough, NC 27278 Re: Proposal For Land Management Software Assessment&Action Plan Dear Mr. Northrup, Thank you for the opportunity to present Orange County with our proposal for software selection consulting services. We understand that the County is seeking assistance with an assessment and action plan, including budgeting, timelines, change management, and risk assessment. Software evaluation and selection consulting is one of our core service offerings, and our consultants have decades of cumulative experience in providing these services to local governments throughout the US. We believe the primary differentiators between CLIENTFiRST and many other firms include: Similar Organizations— CuENTFIRST Technology Consulting specializes in local government agencies. Our objective is to evaluate the County's needs and find the solution that is the best overall fit for your specific requirements, gain buy-in and consensus across the organization, and provide the best value and price proposition. True Independence — CuENTFiRST is completely independent and unbiased in its analysis and recommendations. We do NOT resell software or employ implementers, trainers, or programmers for software solutions. Expertise and Experience — David Krout, Managing Partner and Applications Consulting Practice Leader, has conducted dozens of software evaluation and selection projects. Our clients say we excel in these areas: • Customizing feature/function assessments to meet your specific needs • Building consensus throughout the organization • Educating your staff • Change management • Improving implementation readiness • Helping gain Management and Council support • Reducing risk Please contact me at 919-883-4223 or dkrout @clientfirstcg.com with any questions regarding our proposal and work plans. We look forward to the opportunity to serve Orange County. Sincerely, David W. Krout, CPA (Inactive) Managing Partner NORTH CAROLINA • CALIFORNIA ' ILLINOIS • 800.806.3080 • FAx 888.478.0495 Orange County�Nort Ca rolina TABLE OF CONTENTS SOFTWARE SELECTION BACKGROUND.......................... 4 APPLICATION CONSULTING PRACTICE PROFILE ............. 6 APPROACH & METHODOLOGY...................................... 9 SOFTWARE SELECTION METHODOLOGY OVERVIEW ..... 10 ASSESSMENT & ACTION PLAN APPROACH .................. 11 ProjectScope..................................................................................................11 Phase 1 — Needs Assessment...........................................................................12 Phase 2 — Action Plan Report ...........................................................................12 STAFFING ................................................................. 13 REFERENCES ............................................................ 17 FEES ........................................................................ 18 FIRM OVERVIEW........................................................ 20 Practical Recommendations..............................................................................21 True Independence.........................................................................................21 NationalRecognition........................................................................................21 Industry Recognition — CIO Review ..................................................................21 Integrated Technology Solutions Groups...........................................................23 ClientFirst's Integrated Technology Services......................................................24 Consultants' Collective Experience....................................................................25 CLIENTFIRST TECHNOLOGY CONSULTING �' �I Orange County�Norffi Ca rolina SOFTWARE SELECTION BACKGROUND A software system is analogous to the human brain, receiving and interpreting signals from different parts of the"body,"and integrating this information in a centralized manner. With all the benefits to be gained from a successful modern software implementation, selecting the right system and technology is more critical today than ever before. The efficiency and effectiveness of the organization is directly dependent on its use of technology and information systems. Organizations are realizing they must take greater advantage of automation and technology to ensure they are better positioned to meet growing constituent demands for accountable and transparent services. Additionally, many agencies are in a transformational stage, required to provide better service to their constituents while also coping with greater budget constraints. While these systems can move an organization into another realm of service and efficiency, it is not a 'magic wand."' Consider these startling statistics: Without proper preparation, planning, and a methodology for selection and implementation, organizations face many problems and risks, including: • Spending hundreds of thousands and, potentially, millions of dollars more than necessary in total cost of ownership • Failed or prolonged implementation • Implementation of systems that still do not meet the organization's functional needs • Low productivity • Poor contract negotiation position • Lack of and/or reduced integration between other software systems 1 ITC Infotech,"ERP creating the foundation for an efficient organization"2011, httn://www.itcinfotech.com/erp/ero- benefits.asgx CLIENTFIRST TECHNOLOGY CONSULTING ' .�. "NMI Mimi IM limp 1yFaM4:,t.J jr.TJffjJJ-r$M M" Orange County, North Carolina Organizations typically fall short of their implementation goals due to one or more of the following factors: "From the beginning, l was impressed • Insufficient definition of system objectives and with how inclusive the process has requirements been. I've never been associated with • Failure to adequately involve both management such a collaborative, cooperative, and and users at appropriate levels engaged selection process. • Underestimating the costs and effort required Outstanding." • Failing to adequately plan for resource —Illinois City Manager requirements I J • Failing to properly evaluate software and vendor capabilities — While many consulting firms use a r�tegies, Goals boilerplate approach to software selection _ planning and implementation, we avoid the cookie-cutter feature/function lists to r „ custom-build each client's unique solutions. A broader approach may give your Ail' If l�.Slness Processes organization some idea of the steps needed v for successful selection and implementation, but our personalized and results-focused approach ensures your organization is t 'll�es and Systems evaluating its specific needs. -°- Our structured approach to software f — selection and implementation gives our I clients significant benefits, including: • Significantly lower total cost of ownership • Better implementation readiness • Independent and objective analysis of potential alternatives • An education process for the organization • A better understanding of the capabilities, benefits, and costs of each alternative • Selection of systems and technology that satisfies both w. the short- and long-term objectives and requirements of the organization • Effective contract negotiation through well-documented needs We believe technology should not be implemented just for technology's sake. We approach software implementations with the end-goal of implementing practical, sustainable, and affordable technology for your organization. CLIENTFIRST TECHNOLOGY CONSULTING . Orange County�North Ca rolina APPLICATION CONSULTING PRACTICE PROFILE Our software selection practice leader, David Krout, CPA (inactive), has been in the software selection and ERP implementation consulting field for over 15 years. During that time, he has worked with dozens of agencies as well as one of the foremost local government ERP software vendors. This experience allows him to greatly benefit our clients through a unique approach to software selection. Using his understanding of the vendor point of view, he works with you to navigate the waters of software selection, contract negotiation, and ERP implementation. Mr. Krout specializes in working to identify an organization's strategic, organizational, application, and functional requirements in order to determine which solutions are the best fit for both customer and vendor. His clients appreciate the honesty and diligence with which he conducts his projects, and many clients choose to repeatedly retain our services. TYPICAL INDUSTRY APPROACH CLIENTFIRST APPROACH Customized features1functions; your Bollerplate requirements BALANCED INADEQUATE features1functions,general DUE DUE requirements Collaborative DILIGENCE DILIGENCE Change Management "Commodity-Servlce' (same for all) Implementation Readiness REDUCED INCREASED RISK Unbiased,unlimited .. RISK Limited vendor recommendations (vendor recommendations ties) Change Management Implementation Readiness Illustrated by the graphic above, your level of risk and the probability of achieving a successful implementation is directly related to the amount of proper due diligence employed. The typical industry approach fails in this regard. At CLIENTFIRST, we take every possible step to decrease your risk level by ensuring you are employing proper due diligence. We work with your organization to safeguard finding the best overall solution to suit your unique requirements. We help you run your business as economically, efficiently, and transparently as we run ours. Above all else, we pride ourselves on providing quality services with honesty and integrity. Our goal is to help every user in your organization gain an understanding of the selection and implementation process. III i ' CLIENTFIRST TECHNOLOGY CONSULTING e • 5 Pro osal For Land Mana ement Software Assessment and Action Plan APPLICATION PROCESS REVIEW - - • - - •• - - - CONSULTING Business Case Analysis • • ' • • • _ • • _a SERVICES Preliminary Needs Assessment and Recommendations - • . •• •, • •- • Process Analysis and Documentation SOFTWARE SELECTION ;- - . - FeaturelFunction Requirements Definitions -• • - - •• - • - Implementation Risk Assessments •.•• •' - •• • • • • Change Management RFliRFP Development •• ' • • • • Vendor Analysis and Evaluations - - • • - - • Demonstration Facilitation Contract Negotiations • .• -• • • IMPLEMENTATION ASSISTANCE - •• - - - •. • , • Project Oversight •• • • •• •' • • • • Implementation Project Management • •• - •• Conversion Assistance Ad Hoc Report Writing Assistance • •••• • IntegrationInterface Assistance • •• • • - APPLICATION IMPROVEMENT . - - Assessment of Current Needs and Gaps • • Assessment of Features, Training. Support and Reporting Issues RFI Documentation Vendor Proposal Review and Demonstration Management Contract Negotiations _ Change Management Risk Assessments APPLICATION EXPERIENCE Implementation Assistance • Geneaal I edger Customer Servu;e 1>Call Centers 13ud(e1inq 13ackflow Pro)ect Accounting Servrr.e Orders Grant Accounting Work Orders 1 Preventative Cash Receipts Maintenance • Purchasing &Rocelvnag Inventory &1 feet Managemont • 130,;Management Pl,annnrg, Pernutting, In pechon • Contract lvtana(lement & Gode Enforcement • Account,; P.aVoble 1 arnd1larcc);Address • Irxed Assets Management Ioans Computer Aided Dispatch ((,AD) Special Assc -,merits Records Management Fnrmclal Rcportmq Mohde Corlaptdrng DEPARTMENTAUFUNCTIONAL AREA EXPERIENCE 1 Applicant 11c`a'r`ingI Clhnrn 12equest Management • Applicant lr<acklntt (CRhA) Ilunxan Resources Geo(rat)hu; Information System • Cnuncn I ngineennq I nrployee Solt Solvice (GIS) • Admmi,4ration Geographic Infomuahon Honefrts Iracking Adludicahorr • I?urlriinq &SatrIy Sy-�trana (GIST Tune &Allondrmce (;nation management • 01V(aerk Woter lldvfoll tlobne Computing • I mtince Wia';te Watt r CIS&lltihty 11111111( Datahase MHriagonrent • I re Sannatiorr • 11t>1�3ry Fuld Operstions • Lltildy 1111hn( lahrn,nolles • Cu�,tenu_r ,iorw( Ctell Centers InvlronnrF;'n1,r1 olvi es • f r Ivfoll I ac11111(s • Hum,1n Ileseurr.r;; 11eat11rent Plan's • Plannnrq Fleet I.'anaq(rment I'olhcra I nquuoennq • I'urch�i;rnrt W�rrehnu;nlrt • I'lihhc Works SCADA • Il ark,>& Rocl Infolrliahon SVStems • • Page 7 of 25 Orange County,North Carolina We have worked with many software vendors throughout the life of our practice. Vendor research, proposal evaluations, demonstration facilitation, and/or contract negotiations have included such vendors as: • Accela • Kronos Benefits Of CLIENTFIRSf S • ADP • Lawson Structured Methodology • Advanced Utilities • MainStar • Agresso • Maintenance Connection Reduced of - - or • Cityworks • Microsoft Dynamics prolonged • . - • • Bi-Tech • Municipal Software • Cartegraph • Munis Lower total • of ownership • CitiTech • MyStaffingPro • Cityview • Navision Independent • objective . CRW • New World analysis of potential • Eden • NuView _ • Edge Soft • Oracle • Empower • Pentamation Well-defined •• - - • • Energov • People Soft • GBA • Practical Software requirements • GEMS • SAP • Gov Outreach • Springbrook An education process for • GovPartner • Sympro organization • Hansen • Sungard • Harris • 3Systems &Software Selection of - • •• . High Line • Tyler .. - organization • HTE • Ultimate Software • IFAS • CitizenServe short- • • - InCode • ViewPoint Government objectives an• requirements • Infor Solutions • Innoprise • BS&A contract Effective -•• • • JD Edwards through well-prepared and documented needs Overall project • CUENTFIRSTTECHNOLOGY CONSULTING - ; 111 1111MEMNIFTAFTITTITIM17101 F.M. 1 Orange County,North Carolina APPROACH & METHODOLOGY The main objectives of a new information management system are to take advantage of the advancements in technology, to integrate other solutions, and to improve business processes and accuracy. The needs assessment and system selection processes will evaluate your organization's requirements. This evaluation helps us better understand current and future business practices, and how issues are affecting overall operational efficiency. Because we put our client first, we help you improve your business processes by properly defining your primary objectives and priorities. We utilize our proven, structured methodology to identify your organization's key business drivers. We then combine our knowledge of the software market and experience with Organization Strategies,Goals& .1 industry best practices Objectives to find the overall i solution that best meets your needs. Feature/ Data and Business Processes Function and Our assessment System process determines Requirements how well the existing system supports your Application M.. and Systems current business processes. We then identify gaps and incorporate them in IT Infrastructure your overall new system requirements. We will ultimately work with you to develop a Request for Proposal (RFP) document, pre-screen qualified vendors, evaluate vendor proposals, and manage demonstration processes. Once the final vendor is selected, we can provide guidance and recommendations for negotiating more favorable contract provisions. • Financial Management • People Management Integration • Utility Billing • eGovernment 1 . • Interfaces • GIS Integration • EDMS/ECM Integration ' • Land Management • Maintenance Management Integration • 1 . 1 • Community Development Integration ' CLIENTFIRST TECHNOLOGY CONSULTING -�sll .1' • / 1 Orange County, North Carolina SOFTWARE SELECTION METHODOLOGY OVERVIEW We have developed a four-phase methodology upon which we base our software selection projects. While this serves as the cornerstone of the project, allowing the collaborative process to shape and develop our recommendations and approach will enable us to tailor each step to fit your unique situation. We desire to work in partnership with you to improve the County's information technology environments so technology can better meet the needs of your staff and constituents. Needs Assessment& Recommendations Report 1 1 Questionnaires 1 Process Documentation lnterAewWorkshops PrefiminaryVencWt Research . � • � � • Negotialfions Facilitate 1/ 11 Contract Review& Negotiation Assistance CLIENTFIRSTTECHNOLOGY CONSULTING • ,,. , Orange County,North Carolina ASSESSMENT & ACTION PLAN APPROACH PROJECT SCOPE The system selection processes will evaluate and assess the requirements of the County. These processes will help us better understand current, and future, business practices and how various issues are affecting the County's overall operational effectiveness. Our first needs assessment objective will be to interview those affected by the Land Management implementation. These interviews will focus on overall issues, needs, and concerns for the selection and implementation project. This step is critical in gaining an overall understanding of various stakeholder needs, setting expectations, and beginning the critical process of education and consensus-building, which will occur, as a process, throughout the project. Land Management Software Functionality • Planning Projects and Zoning • Permits • Inspections • Code Enforcement • Land/Parcel/Address Management • Online Permits • Online Inspections • Online Code Enforcement Functional I Focus Areas • Building Permits • Inspections • Planning &Zoning • Engineering • Code Enforcement • Cash Receipts / Deposits • Land/Parcel &Address Management • GIS Integration • Finance for Related Accounting CLIENTFIRST TECHNOLOGY CONSULTING 111 1 1 .1' 1 1 1 Orange County,North Carolina PHASE 1 — NEEDS ASSESSMENT We will perform a preliminary review needs assessment that will evaluate the current and future system needs with all related stakeholder groups and functional areas, understand the County's vision for its future system, and compare the different market options with other applicable vendors, as follows: Background Information Analysis We will obtain and analyze the preliminary documentation and selection efforts conducted thus far by County staff. Preliminary System/Process Requirements Review Workshops We will meet with the personnel to review existing and future system needs including manual and automated systems and operations in effort to fully understand the project work already completed and recommended additional needs going forward. We will also review existing application issues, change management, integration and implementation requirements. Preliminary Vendor Research, Communication and Coordination We will research potential vendors and prepare a list with contact information of pre-screened information system vendors. Our objective will be to determine 6-8 pre-screened vendors specializing in local government agencies that have current, and future, needed applications already in production. This preliminary review will also include an request for information to obtain preliminary project budgets from multiple vendors. PHASE 2—ACTION PLAN REPORT Preliminary Vendor Research, Communication and Coordination We will prepare a list of pre-screened information system vendors and their contact information. Our objective will be to identify vendors specializing in local government agencies that have the applications for both current and future needs already in production. Needs Assessment and Action Plan Report We will prepare a Needs Assessment &Action Plan report. The report will be based on the information gathered and the analysis performed. The report will assess the current business processes, future needs and implementation action plan. Including: • Findings and Recommendations • Solution Requirements (feature/functions) • Estimated Costs (with in-house and hosted options) • Estimated Project Plan/Timeframe • Implementation Readiness and Risks We will present the report onsite to the County's Project Manager and Project Team. CLIENTFIRST TECHNOLOGY CONSULTING �� ... 11 mewrersiliYAP RRM10117:411fairtrialra"10 OR Orange County,North Carolina STAFFING DAVID W ' MANAGING • • PRACTICE David Krout has 15 years of experience assisting local governments with a broad scope of information technology (IT) needs. Mr. Krout 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 f; both the customer and the vendor. David'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 California Society of Municipal Finance Officers (CSMFO) Annual Conference on the topic of"Risk Mitigation Strategies for Software Selection" • Top Producer as Regional Account Executive for a leading mid-tier government enterprise software provider • Worked nationally with dozens of public-sector agencies Specialties • Business Process Reviews • Strategic Master Technology Planning • Application Requirements Definition • Project Management & Oversight • Current System Needs Analysis & Improvement • Conversion Assistance & Planning • New Software Selection Assistance • Contract Reviews & Negotiations Credentials, Degrees, and Affiliations • Certified Public Accountant (CPA) (Inactive) • Bachelor of Science in Business Management—Accounting from CSU, San Bernardino Similar Clients or Projects City of Laguna Niguel City of Hemet Cucamonga Valley Water District City of Bloomington City of Lomita Glendale Water&Power Village of Northfield City of Salisbury Mesa Consolidated Water District Village of Lincolnwood City of San Jacinto Rosamond Community Services Nye County City of Simi Valley District Riverside County City of South Gate Salisbury Rowan Utilities City of Brentwood Danville,CA Walnut Valley Water District City of Burlington Southern Pines,NC City of Gastonia Mechoopda Indian Tribe CLIENTFIRST TECHNOLOGY CONSULTING • ... 3111PIMI&FUMMM,M 16n. M-1 UPI! Orange County, North Carolina STEvE ROBICHAUD, PARTNER-APPLICATION CONSULTING PRACTICE LEADER Steve Robichaud has been advising local governments on their information technology (IT) needs for over 25 years. He specializes in business processes and operations with the objective of applying technology to meeting the organization's mission-critical goals and objectives, emphasizing the ability to measure these achievements. / Mr. Robichaud's executive leadership experience, operational turnaround success and long-term involvement with numerous local governments across the country has equipped him with the foundation to advise at all levels of your organization from executive leadership to the staff level and every level in between. Having worked in government and the private sector, Mr. Robichaud also brings an understanding, perspective, and ability to manage all the parties necessary for delivering lasting operational success through the use of technology. Highlights • Former Director of National Government IT Consulting for RSM McGladrey, the nation's sixth-largest CPA and consulting firm • Regional Government Manager for National Recovery/Availability Services vendor providing hot-site, collocation, managed services, and disaster recovery consulting services • Former President & General Manager, for a leading national provider of justice software solutions • Featured speaker for the Illinois/Wisconsin Joint GFOA Annual Conference on the topic of "Strategic Information Technology Master Planning" • National leader in delivering new government solution implementations for a top name hardware manufacturer and software solution company • More than 20 years of working nationally with hundreds of public-sector agencies Specialties • Executive Management Technology Advisement • Software System Selection Assistance • Information Technology Master Planning • Project Management&Oversight • Business Process Review & Improvement • Conversion Assistance & Planning • Existing System Needs Analysis & Improvement • Contract Reviews and Negotiations • Application Requirements Definition • Disaster Recovery Planning Credentials, Degrees, and Affiliations • Certified Business Continuity Planner (CBCP) • Bachelor of Arts Degree in Political Science and Business Administration from Moorhead State University, Minnesota Similar Clients or Projects Wallingford Public Utilities Whiteside County ETSB NEMESIS Cooperative(North East Cedar Falls Utilities Hemet Police Department Minnesota Enforcement&Safety Missouri Basin Municipal Power Connecticut Lottery Information System) City of Sioux Falls City of Indio NYC Department of Health&Hygiene City of Hemet City of Fresno City of Jan Jacinto City of Indio Pinal County City of Palm Desert City of La Habra City of Glendale City of Lake Elsinore City of South Gate Maricopa County City of Mount Dora City of West St.Paul Nye County City of Miami Spring Village of Northbrook Anoka County CLIENTFIRST TECHNOLOGY CONSULTING �� it Orange County,North Carolina ALEXIS ADO— MANAGEMENT CONSULTANT 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 • Establish connections between an ERP and ecommerce websites and mapped 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 so that clients could receive notifications and invoices via their emails. • Configured work centers, routings, bill of materials, 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 within 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 Sample Clients or Projects City of Redlands City of San Gabriel Town of Truckee City of Simi Valley City of Healdsburg City of La Puente Naperville Park District City of Burbank Eastern Band of Cherokee Indians 1 CLIENTFIRST TECHNOLOGY CONSULTING '%!' • • • Orange County, North Carolina JAN JAKOBSEN— MANAGEMENT CONSULTANT Jan Jakobsen specializes in software system selections and implementations. She has over 25 years of experience in the information technology arena in application development and implementation, business process improvement, and project management around ERP systems. Ms. Jakobsen has worked for many organizations providing information technology solutions in the areas of finance, enterprise resource planning, and system infrastructure. She has performed as project manager for software implementations of systems encompassing enterprise resource planning, product data management, work orders, customer relationship management, general ledger, and human resources. Skilled in all facets of the project life-cycle for both custom and package application software, she has experience with functional and technical requirements development, request for proposal and system evaluation, gap analysis, system analysis, design, specifications, unit and system testing, implementation planning, execution, lessons learned, and system documentation. Ms. Jakobsen has experience with process design and redesign for single-site systems, as well as development and implementation of consistent processes for multiple sites worldwide. These business improvement and process consistency efforts have created significant costs savings through move-efficient business processes and have reduced overall implementation costs. Highlights • ERP implementation and project management for Fortune 100 company • Application, file, and print server consolidation and conversion project management • Software license management for worldwide Fortune 500 company • General ledger system selection, implementation, and project management for Fortune 500 company • Project management for an application customization project for a large non-profit organization • Industry experience includes districts, municipalities, non-profit organizations, and private sector Fortune 100 and 500 manufacturing facilities Specialties • Systems Needs Analysis • Software System Selection and Implementation • Project Management • Conversion and Interface Planning and Assistance • Business Process Redesign Credentials, Degrees, and Affiliations • Master of Science in Management from Cardinal Stretch University • Bachelor of Science in Computer Science from Northern Illinois University CLIENTFIRST TECHNOLOGY CONSULTING - i REFERENCES Orange County, North Carolina We believe that our existing and past clients are our best salespeople. CuENTFIRST specializes in local governmental. The references listed below are examples of our consultants' services for governmental clients with similar needs. As you can see, each of these clients has been happy with our performance and continued to retain our services again and again for their needs. We pride ourselves on client satisfaction and maintaining a long-term relationship as partners with our clients. City of Laguna Niguel 30111 Crown Valley Parkway, Laguna Niguel, CA 92677 Dan Fox, Community Development Director 949.362.4360 dfox @cityoflagunaniguel.org 12 Town of Danville, CA 510 La Gonda Way, Danville, CA 94526-1740 Renee Collins, IT Manager 925.314.3327 renee @ci.danville.ca.us gJRLN.TWOOD City of Brentwood 9100 Brentwood Blvd., Brentwood, CA 94513-4000 Randy Kidwell, Chief Building Official 925.516.5405 rkidwell@ci.brentwood.ca.us City of Gastonia, NC 1300 N. Broad St., Gastonia, NC 28053-1748 Matt Bernhardt, Director for Public Works and Utilities 704.866.6777 mattb @cityofgastonia.com Aft CHEROKEE aort6 acnlina Cherokee, North Carolina c PO Box 460, Cherokee, NC 28719 Cory Blankenship,Treasury Director 828.497.7070 coryblan @nc-cherokee.com CLIENTFIRST TECHNOLOGY CONSULTING Orange County,North Carolina FEES Our fees are based on the actual time spent on a project at our standard rates, plus out of pocket expenses. It is our intention to contract on a fixed-fee basis (i.e., not-to- exceed amount) for the scope included within this proposal. Alternative scope changes and fee adjustments are possible, and are dependent on the County's specific project needs and staff resources and capabilities. Our fee estimate is based upon the scope and approach outlined in this proposal. 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 County prior to proceeding. WORK PLAN Orange 2! Land Management Software Assessment&Action Plan Billable Work Plan Hours David Jan i Steve Alex Project Coordination-Communicate with the County's Project Manager to arrange k 1 communications,schedules,logistics,and support. Provide ongoing project coordination and status updates. ' a 2 Background&Analysis-Obtain and analyze background information,including internal surveys. Preliminary System/Process Requirements Review -Meet with the identified } ant k 4 3 3 personnel to review existing and future system needs including manual and automated systems and operations. Participate in Stakeholder/Project Overview Meeting # ,' Project Management Team Executive Management Meeting-Department Leaders ' , 9i . � f ' ' a° Purchasing Meeting Address user counts,interfacelintegration and conversion needs i * 4 Requirements Documentation-Review information gathered during needs assessment process and document requirements as needed `' 5 Proof of Concept Draft Review-Review the proof of concept documentation that will be provided to the short-list vendors and provide observations and recommendations. ms,µ Preliminary Vendor Communi ty-Research vendor community to identify q ualified ' 6 vendors meeting the County's system and services requirements and provide required � . contact information for County's RFP distribution. 5 CLIENTFIRST TECHNOLOGY CONSULTING ' Orange County,North Carolina Orange County Total Consultant • Management Software Action Work Plan Hours David Jan Steve Alex Needs Assessment&Action Plan Report-Based on the information gathered and 7 analysis performed;prepare a report assessing the current business processes,future 12 needs and implementation action plan. Including: Findings and Recommendations Solution Requirements Estimated Costs Estimated Project Plan/Timeframe Implementation Readiness and Risk Assessment wy y 8 Present Report-Present Needs Assessment&Action Plan Report to County Project Team. 2a Hours 91 74.5 16.5 Hourly Rates $175 $115 Total Fees $14,935 Total Project Costs $14,935 CLIENTFIRST TECHNOLOGY CONSULTING �. I .�. IM IMTRITNACKTUM lira 11 r1a,1"111 M., 0111 Orange County,North Carolina FIRM OVERVIEW Our consultants have been assisting local governments with innovative technology solutions for many years. Our risk-averse technology planning and the quality of service we provide our clients have resulted in numerous long-term business relationships. We are confident that no other consulting firm focusing on mid-sized governments offers the wide range of IT services that we do. GOVERNMENT • • Focusing on local governments means that we understand the unique needs, processes, protocols, and political nuances involved in the industry. This understanding and experience ensures that strategies and recommendations are practical in all respects. LOCAL OFFICE LOCATIONS We have a local presence and experience in North Carolina. II li Ili M F � Corona, CA Chapel Hill, NC Schaumburg, IL APPROACH BUSINESS MANAGEMENT We understand that not all government executives are versed in the latest technology issues and opportunities. Therefore, our approach and deliverables provide a business management perspective that allows the layperson the ability to fully understand the technology issues, strategies, and potential solutions and make better business decisions. CuENTFIRST TECHNOLOGY CONSULTING - ... INMEMBILIF offielfflitanVen Orange County,North Carolina PRACTICAL RECOMMENDATIONS We believe in using technology as a tool to meet your business objectives; we do not apply technology just for technology's sake. We are Increase serious in our quest to provide clients with practical solutions that meet their individual requirements. 0 Time Expertise Sometimes the proper solution includes cutting-edge technology; however, oftentimes, a cost-effective and Money Service practical solution using proven technology is most beneficial. Resources Efficiency TRUEINDEPENDENCE CuENTFIRST believes in practicing true independence. We do not resell products and maintain no relationships that would result in any add-on profit margins or referral fees. Our interest is in putting the client first by finding optimum solutions (greatest value at lowest competitive cost) to meet their needs. 5,a NOONAL RECOGNITION Our consultants are nationally recognized for their work by man of the industry's leading vendors.. They appreciate the fairness and objectivity we demonstrate when dealing with their organizations. INDUSTRY • • • REVIEW CuENTFiRSTwas recently profiled in the 2013 issue of CIO Review as one of the Top 20 most Promising Government Tech Consulting Service Providers. CLIENTFIRST TECHNOLOGY CONSULTING =ll li � 111 • 1 1' • 1 / Orange County, North Carolina C1 ftiemment, o w*am*w ClientFirst Technology Consulting A Beacon of Light for Prime Technology Solutions odo, —W lafw=Ab a Tlchaoiogy tIn ramp&a>es matt the same mistakes, especially whm it comes I to c pmjetts. Their knowledge of new techmiogy is limited, and fty use gamerahzed if specialists who may be well4voaded, but 1*4 the over-all technical strength.That a why many local goterammn taly os Cbea*%M a consoltam and IT sam-Kes firm,heedt;martend is Corona,California with offsets m Mums and North Carolina, and specialises is a wide breadth of M disciplines. Wben dealing with IT ca&apaaws, It's easy 10 become im is the psrgm of the fadd,bat CbmtRm takes a practical, Dasi-m maaapemeat parspecdte,The compow am only helps their churn uadetsUmd,bat walks with dmms eaneasiVety to detetmint the sueagths and weakats"es of their iahamactme and applicab oeu and what shay need foc"access,"observes David Rrout,managing puaer of ClimtElm TDe compm itself is abmou cmkusellr local pvu mint,offinag coastdtt is all aspects of IT bdrastroctare,IT Suppml,IT Mamw Phaaiag, ERP appiicabm and Ia aeder to ptesem an w*umd sunce that measures the gmaW of various ttehaotogies.Cli*aim rdrun Rom mulling hardware and whwatt, Tbis mdgmodmct allows them to give ambiased tecommmdartiom&t diet ens rammeats sad skwboos. A lot of CBeatFlrst's savices an fan th*DetWm eat of m6agaed their new aua r ear and mn otk�-Cbw First is not local co—wt- That MV" software cossultiag ser"m a compamw the does prodact cabs,bat rather abets m6peadem can bolster com ey devviapment,vality bdb"and watt cog services hk*those is Redlands that stick closely to management is particdar. They also otfet comukM on retaiai g dw best compete n of an ummameat and imp Q"U application maaagamew best practices and rT deparamem the test Caetobiaad with the makitode of IT dmci bvm mnmw*wA%. Fac mart* beads-on assistme, clieean hne wig abder chanduv,each chut pu advice Ron mbru sappleamw and oatsomcing stppon to eboose Rom aasttar exparts who are best mimed is each specific 6 c1mavu,s telecom mbaxatioas consulting designs phone essphias Brom systems,commnmicaboas ia@amtactare and provides caaw c hwa tst beads a list of iihsaiaas climes is Blom' comaw aegotiumm The compW proaides amch of its Elpa School District U46c lagati Nigal,CA;IncoWmad, consult al;through loot g9mramem agane es and stm+es to IL,Castaic Ulm Wmr Apmcq,CA,sad City of MoowmWom, edocaa its dean as well as aid them m the impimmentahm of IL With a repwabie system of client can that it prides itaedf compaehensh*IT Master pleas they beep 8nelop. w ChmmFirst is an sp sad coming campaay with a ftttore t ndmt&z&M the scope of ClimfiUst's se=ts is best of preause sad prosperity&had of it as the}aim to iaeaease done&mogh looting at their want.Whm camnusumad by the that repoad 1T setrpoet services is Califotaia sad Mamas aty of Redlands,Calif ua to form n IT plan„ClimtFS:st did as wall as aatioaal ptnmce m rr phaaia&sattware sdacbm as assessment of each city depeermeas's inforamatioa techsology and cowmkim& Tbe comfran7 loots far needs,e,al-un application needs,policies sad ptoctdares, people who have a pasuca,as m mpioyees she*a cotamoa staffing straactat*,are of prodmcwoky tools and male.Based dome w make a posme ditfueme is various cameaseities on tM aeeds of Redl&ods'infrastnctare aad spptieitiom,they rather man simply meta a peoEit.Whin ORY comely aerie 35 farmedacaoWmbeesim 5 y=plmaadedocattdtharycoaacii, ptabsumals,Cbm Am is gqecmg to boast tbW bead coast pm-AM additional",suns mgin*wW ctpaUbtas and am to 3o by am ymj'R Qignili t*«esaaar new CLIENTFIRST TECHNOLOGY CONSULTING Proposal For Land Mana ement Software Assessment and Action Plan INTEGRATED TECHNOLOGY SOLUTIONS GROUPS . . . . . . . . . . APPLICATION IT CONSULTING INFRASTRUCTURE Networking Business Process Review Servers Software Selection Data Centers Implementation Assistance Disaster Recovery Security STRUCTURED MANAGEMENT PUBLIC SAFETY CABLING SYSTEM DESIGN CONSULTING CAD ?RMS/Mobiles/AVL I i Str flegic f hrininq : Dispatch Operations Assessment and Certification 1 I Assrssri writs implementation Project CADD Design&Layout x Process lnrprovenuents ` Management Vendor Selection Conversion Assistance Crmfrn;t Nr gotiiiluxrs Project Management I'noIt�r�t M,3nartenrent � IT Assessment and Planning Documentation TELECOM IT SERVICE & ECMS Bill Audits OPERATIONS ti nterprise Conlent%lamxterncti) VoIP Needs Assessment Design Technical Services Business Process Review RFP/Procurements Help Desk System Selection Carrier Services Planning Managed Services Call Centers Implementation Oversight . . . Page 23 of 25 Orange County, North Carolina INTEGRATED TECHNOLOGY CONSULTING MANAGEMENT • strategic Planning, Networking - IT Master Planning + Assessment,Design&Installation . IT Assessments Replication&Redundancy Strategies • IT Staffing Assessments •'Server Virtualization..:: + Process Improvements. Claud Computini • Procurement Assistance , Disaster Recovery • Contract;Negotiations • Risk Assessment&Business Impact Analysis • Project Management 'Disaste r Reicovery Planning • Hot-site=&Recovery'Services Evaluation APPLICATION • • Storage Area Networking Business Process Review `Securityy • Business Case Analysis • Internet&Firewall Secunty Reviews • Preliminary Needs Assessment and Recommendations • IT Security Reviews`�Audits • Process Analysis and Improvement • Security Policy&Controls Development Software Selection : Intrusion Testing • feature/Function Requirements Definitions SERVICES OPERATIONS • Implementation Risk Assessments • Change Management 1T TBChnici[A:Mi6ged.Sery ryes • RFI/RFP Development • 14/�On-Cal[ • Vendor Analysis and Evaluations • PC Break Fix Services • Demonstration facilitation _" Routers and 5rtches . Contract;Review and Negabattaris : Server-Installation,Configurati on&Trout3ieshooting lmplementatlori�Assia�ance Onsit :or Remote • Implementation Project Management I etv ork&Server Troubieshoo ng&Cori igur_ • Conversion Assistance Security Systems Support Integration ce, /ioterfaAssistance • Network$i Server Management • Ad Hoc Report Writing Assistance M •..Patch Management • Inventory&Licensing:Management • • • Remote Network,°"Server:&Desktop Monitoring . 'Bill Audits(Cost Analysis&Negotiation) -IT Staifirllg&OutsouCCing • Telecom Expense Management{TNI) i« IT Staffing.Needs Assessment&Operational Reviews • 'voIP Readiness Review Interim IT Management • 'Systems Evaluation,Design,Specifications,and RFP * Supplemental iTStafting Development `l...Outsourcing IT-Management 41taff • 'Credit/Refund Requests' F • Strategic Planning STRUCTURED CABLING SysTEm DESIGN CONSULTING • Project Management • Carrier Servloes Cost Analysis` : Assessment&r ertcaton CA Design&t ayout • Operational and WorkfidW Revierms - • Contact/Call Centec,Consulting Vend or Selection + System Seleedor &Conrad Negotiations * Project Magement °. : + .Documentation DEVELOPMENT • ,Web Design and Development + content Management Database'Design and t*velopment CLIENTFIRST TECHNOLOGY CONSULTING r �� I M. 1 Orange County,North Carolina • We understand the experience of the individual consultants is a significant factor in hiring a firm to conduct the project on your behalf. Our consultants' have extensive public-sector involvement in their respective careers, including projects with the following agencies: North Carolina Romoland School District Mason City School District Michigan City of Gastonia—Water& San Jose Community College North Scott School District Anoka County Electric Ohlone Community College Des Moines Area Community Lake Superior State University Salisbury Rowan Utilities CA-NV American Water Works College University of Michigan City of Burlington Assoc. Loras College Minnesota Illi City of Kinston Castaic Lake Water Agency St.Ambrose University M M of West a Paul City of Mount Airy Cucamonga Valley Water District Y City of Salisbury Glendale Water&Power nois City of Bloomington NEMESIS Cooperative(North Town of Southern Pines Jurupa Community Services City of Champaign East Minnesota Enforcement& Cabarrus County District City of Highland Park Safety Information System) Buncombe County Mesa Consolidated Water District City of Lake Forest Missouri Eastern Band of Cherokee Palmdale Water District City of Moline Missouri Basin Municipal Power p Rosamond Community Services City of Morton Grove Nevada �e college District City of Naperville Town of Pahrump diversity Walnut Valley WPW ` Count Monarch Arizona � 4cfand Park County of Nye Y(Monarch) spec New hts. New York California Maricopa C �� 9 City of Brentwood Pinal County u , State of New Yak �w k x Hudson Valley4AOftnity . City of Burbank ConnectCtyt° Hei College, City of Calabasas ' De artr �F . Qar.panllo a p � .Nybiene a s Ohib r Saut�hDakota �lp f,5 Village of � r x< 2 (jllage of No sapid Ci � ools � lage of North qty of ...: .. x �w ge of Oak Broom Utah 4 ' City of Miamt R#Oak4P�r School gg City City of MouMt # fQ' A City ,. City of Pom R VlrgMla City t, City of Port "Ith of Virginia City of Lathrd �` City of Lomita . Iowa Claire City of Murneta � ? � �� City of Palm Desert Ci ' '" � okfield Cit o A ro City°dt Ilis City of Port Hueneme y _ City Cit of y of atosa City of Rancho Cucamonga y y tpton School CS'istnct 29 Brown O City of Bur�ngton ' bi p City of Rancho Mirage lHarrison School District 36 Linn Count � Kenosha tiilii City of Redlands Johnson County Indian Prairie CUSD 204 Waukesha C4ty City of Rialto Cedar Falls Utilities Naperville CUSD 203 Milwaukee County City of Rosemead State of Iowa Naperville Park District HIDTA Milwaukee City of Sacramento Oak Park Library Diocese of Madison Catholic City of San Gabriel Assumption Catholic High School Oswego Library District Schools City of San Jacinto Wahlert Catholic High School Oswego School District Archdiocese of Dubuque Catholic g Madison School District City of Simi Valley Schools Park Ridge Schools Shorewood School District City of South Gate Port Byron Central School District Burlington Community School Whitnall School District City of Sunnyvale District School District U-46 West Allis School District Town of Danville Cedar Rapids Community School St.Carl Community Schools St.Norbert College Town of Truckee District St.Charles School District St.Beloit College Riverside County Lake Forest College St. a Beloit San Bernardino Count Davenport School District y of Wisconsin Y Illinois Action for Children Southwest Technical Institute Mechoopda Indian Tribe Diocese of Davenport Catholic Whiteside County ETSB Lake Elsinore Unified School Schools State of Wisconsin Dist. Dubuque Community School Indiana Wyoming M District The University of Notre Dame State of Wyoming Mountain Unified School District Knoxville Community School Maryland n View Elementary ry District State of Maryland School Dist. CLIENTARST TECHNOLOGY CONSULTING II _ CLIEFIR-01 PESA CERTIFICATE OF LIABILITY INSURANCE DATE 2114/2014YY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endomemen s. PRODUCER (888)825-4322 NAME : T Bowermaster&Associates ac°Nr o EXt,888-825-4322 FaA/c No):: 714-252-8253 P.O.BOX 6026 E-MAIL 10805 Holder Street-Suite 350 ADDRESS: Cypress,CA 90630 INSURER(S) AFFORDING COVERAGE NAIC# INSURERA:CNA Insurance Companies INSURED Client First Consulting Group, LLC INSURER B:The Hartford Insurance Group 00914 1181 California Street INSURER C:Philadelphia Indemnity Insurance Suite 101a INSURER D: Corona,CA 92881 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL POLICY NUMBER MM/DDY MM%DDI LIMITS LTR GENERAL LIABILITY EACH OCCURRENCE $ 2,000,00 A X COMMERCIAL GENERAL LIABILITY X 2097701290 411612013 411612014 PREMISES Ea occurrence $ 300,00 CLAIMS-MADE 7X MED EXP(Any one person) $ 10,00 PERSONAL&ADV INJURY $ 2,000,00 GENERAL AGGREGATE $ 4,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG $ X POLICY PRO LOC $ 4'000'00 AUTOMOBILE LIABILITY Ea accident SINGLE LIMIT $ 1,000,00 A ANY AUTO 2097701290 411612013 411612014 BODILY INJURY(Per person) $ ALL OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS AUTOS Ix HIRED AUTOS X NON-OWNED PROPERTY DAMAGE $ AUTOS Per accident UMBRELLA LIAB HOCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED I I RETENTION$ _ _ $ WORKERS COMPENSATION X 7DRY LIMIT OER AND EMPLOYERS'LIABILITY Y/N 1,000,00 B ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ "/A 72WECTR6325 4/16/2013 4/16/2014 E.L.EACH ACCIDENT $ OFFICERIMEMBER EXCLUDED? E.L.DISEASE-EA EMPLOYE $ 1,000,00 (Mandatory In NH) If yes,describe under E.L.DISEASE-POLICY LIMIT $ 1,000,00 DESCRIPTION OF OPERATIONS below C Commercial Errors&Omissions PHSD713244 3/31/2013 3131/2014 Per Claim/Agg-Ded$10 2,000,00012,000,00 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (Attach ACORD 101,Additional Remarks Schedule,if more space is required) Orange County,its officers,official agents and employees are Additional Insureds with respects to General Liability per SB146932E. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Orange County,Attn: Risk Management ACCORDANCE WITH THE POLICY PROVISIONS. 200 South Cameron Street PO BOX 8181 AUTHORIZED REPRESENTATIVE Hillsborough, NC 27278- ©1988-2010 ACORD CORPORATION. All rights reserved. ACORD 25(2010/05) The ACORD name and logo are registered marks of ACORD CNA SB-146932-E (Ed.06/11) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BLANKET ADDITIONAL INSURED - LIABILITY EXTENSION This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM Coverage afforded under this extension of coverage endorsement does not apply to any person or organization covered as an additional insured on any other endorsement now or hereafter attached to this Policy. 1. ADDITIONAL INSURED—BLANKET VENDORS own acts or omission or those of its employees or anyone else acting on its WHO IS AN INSURED is amended to include as an behalf. However, this exclusion does not additional insured any person or organization (referred apply to: to below as vendor) with whom you agreed, because of a written contract or agreement to provide (1) The exceptions contained in insurance, but only with respect to "bodily injury" or Subparagraphs d.or f.; or property damage" arising out of"your products"which (2) Such inspections, adjustments, tests or are distributed or sold in the regular course of the servicing as the vendor has agreed to vendor's business, subject to the following additional make or normally undertakes to make in exclusions: the usual course of business, in 1. The insurance afforded the vendor does not apply connection with the distribution or sale of to: the products. a. "Bodily injury"or "property damage"for which 2. This insurance does not apply to any insured the vendor is obligated to pay damages by person or organization, from whom you have reason of the assumption of liability in a acquired such products, or any ingredient, part or contract or agreement. This exclusion does container, entering into, accompanying or not apply to liability for damages that the containing such products. vendor would have in the absence of the 3. This provision 2. does not apply to any vendor contract or agreement; included as an insured by an endorsement issued b. Any express warranty unauthorized by you; by us and made a part of this Policy. c. Any physical or chemical change in the 4. This provision 2.does not apply if"bodily injury"or product made intentionally by the vendor; "property damage" included within the "products- completed operations hazard" is excluded either d. Repackaging, except when unpacked solely by the provisions of the Policy or by endorsement. for the purpose of inspection, demonstration, testing, or the substitution of parts under 2. MISCELLANEOUS ADDITIONAL INSUREDS instructions from the manufacturer, and then WHO IS AN INSURED is amended to include as an repackaged in the original container; N insured any person or organization (called additional e. Any failure to make such inspections, insured) described in paragraphs 2.a, through 2.h. adjustments, tests or servicing as the vendor below whom you are required to add as an additional has agreed to make or normally undertakes to insured on this policy under a written contract or make in the usual course of business, in agreement but the written contract or agreement must connection with the distribution or sale of the be: products; 1. Currently in effect or becoming effective during the f. Demonstration, installation, servicing or repair term of this policy;and operations, except such operations performed 2. Executed prior to the "bodily injury," "property at the vendor's premises in connection with damage"or"personal and advertising injury,"but the sale of the product; ° Only the following persons or organizations are g. Products which, after distribution or sale by additional insureds under this endorsement and you, have been labeled or relabeled or used coverage provided to such additional insureds is as a container, part or ingredient of any other limited as provided herein: thing or substance by or for the vendor;or h. "Bodily injury" or "property damage" arising a. Additional Insured—Your Work out of the sole negligence of the vendor for its That person or organization for whom you do work is an additional insured solely for liability SB-146932-E Page 1 of 5 (Ed.06/11) SB-146932-E CNA (Ed.06/11) due to your negligence specifically resulting This insurance does not apply to "bodily from your work for the additional insured injury," "property damage" or "personal and which is the subject of the written contract or advertising injury" arising out of operations written agreement. No coverage applies to performed for the state or municipality. liability resulting from the sole negligence of c. Controlling Interest the additional insured. The insurance provided to the additional Any persons or organizations with a insured is limited as follows: controlling interest in you but only with respect to their liability arising out of: (1) The Limits of Insurance applicable to the (1) Their financial control of you;or additional insured are those specified in the written contract or written agreement (2) Premises they own, maintain or control or in the Declarations of this policy, while you lease or occupy these whichever is less. These Limits of premises. Insurance are inclusive of, and not in a This insurance does not apply to structural addition to,the Limits of Insurance shown in the Declarations. alterations, new construction and demolition operations performed by or for such additional (2) The coverage provided to the additional insured. insured by this endorsement and d. Managers or Lessors of Premises paragraph F.9.of the definition of"insured contract" under Liability and Medical A manager or lessor of premises but only with Expenses Definitions do not apply to respect to liability arising out of the ownership, "bodily injury" or "property damage" maintenance or use of that specific part of the arising out of the "products-completed premises leased to you and subject to the operations hazard" unless required by the following additional exclusions: written contract or written agreement. This insurance does not apply to: (3) The insurance provided to the additional insured does not apply to "bodily injury," (1) Any "occurrence" which takes place after "property damage," or "personal and you cease to be a tenant in that premises; advertising injury" arising out of the or rendering or failure to render any (2) Structural alterations, new construction or professional services. demolition operations performed by or on b. State or Political Subdivisions behalf of such additional insured. A state or political subdivision subject to the e. Mortgagee,Assignee or Receiver following provisions: A mortgagee, assignee or receiver but only (1) This insurance applies only with respect with respect to their liability as mortgagee, to the following hazards for which the assignee, or receiver and arising out of the state or political subdivision has issued a ownership, maintenance,or use of a premises permit in connection with premises you by you. own, rent, or control and to which this This insurance does not apply to structural insurance applies: alterations, new construction or demolition (a) The existence, maintenance, repair, operations performed by or for such additional construction, erection, or removal of insured. advertising signs, awnings, canopies, f. Owners/Other Interests—Land is Leased cellar entrances, coal holes, driveways, manholes, marquees, An owner or other interest from whom land hoistaway openings, sidewalk vaults, has been leased by you but only with respect street banners, or decorations and to liability arising out of the ownership, similar exposures;or maintenance or use of that specific part of the land leased to you and subject to the following (b) The construction, erection, or additional exclusions: removal of elevators; or This insurance does not apply to: (2) This insurance applies only with respect to operations performed by you or on your (1) Any "occurrence" which takes place behalf for which the state or political after you cease to lease that land;or subdivision has issued a permit. SB-146932-E Page 2 of 5 (Ed.06/11) CAM s (Ed.6 06/1 ) (2) Structural alterations, new Damage To Property, is replaced by the construction or demolition operations following: performed by or on behalf of such additional insured. k. Damage To Property g. Co-owner of insured Premises "Property damage"to: A co-owner of a premises co-owned by you 1. Property you own, rent or occupy, and covered under this insurance but only including any costs or expenses with respect to the co-owners liability as co- incurred by you, or any other person, owner of such premises. organization or entity, for repair, replacement, enhancement, h. Lessor of Equipment restoration or maintenance of such Any person or organization from whom you property for any reason, including ury to a person or injury of prevention lease equipment. Such person or organization damage to of in is property; are insureds only with respect to their liability arising out of the maintenance, operation or 2. Premises you sell, give away or use by you of equipment leased to you by abandon, if the "property damage" such person or organization. A person's or arises out of any part of those organization's status as an insured under this premises; endorsement ends when their written contract 3. Property loaned to you; or agreement with you for such leased equipment ends. 4. Personal property in the care, With respect to the insurance afforded these custody or control of the insured; additional insureds, the following additional 5. That particular part of any real exclusions apply: property on which you or any This insurance does not apply: contractors or subcontractors working directly or indirectly in your behalf are (1) To any "occurrence" which takes place performing operations, if the"property after the equipment lease expires; or damage" arises out of those (2) To "bodily injury," "property damage" or operations; or "personal and advertising injury" arising 6. That particular part of any property out of the sole negligence of such that must be restored, repaired or additional insured. replaced because "your work" was Any insurance provided to an additional insured incorrectly performed on it. designated under paragraphs b, through h. above Paragraph 2 of this exclusion does not does not apply to "bodily injury" or "property apply if the premises are "your work" and damage" included within the "products-completed were never occupied, rented or held for N operations hazard." rental by you. 0 3. The following is added to Paragraph H. of the Paragraphs 1, 3, and 4, of this exclusion BUSINESSOWNERS COMMON POLICY do not apply to "property damage" (other CONDITIONS: than damage by fire or explosion) to H. Other Insurance premises: 4. This insurance is excess over any other (1) rented to you: insurance naming the additional insured (2) temporarily occupied by you with the as an insured whether primary, excess, permission of the owner,or contingent or on any other basis unless a (3) to the contents of premises rented to written contract or written agreement you for a period of 7 or fewer specifically requires that this insurance be consecutive days. either primary or primary and A separate limit of insurance applies to noncontributing. Damage To Premises Rented To You as 4. LEGAL LIABILITY—DAMAGE TO PREMISES described in Section D — Liability and A. Under B. Exclusions, 1. Applicable to Medical Expenses Limits of Insurance. Business Liability Coverage, Exclusion k. SB-146932-E Page 3 of 5 (Ed. 06/11) CAM s (Ed 06/11) Paragraphs 3, 4, 5, and 6 of this (2) Any partner, if you or an additional exclusion do not apply to liability insured is a partnership; assumed under a sidetrack agreement. (3) Any manager, if you or an additional Paragraph 6 of this exclusion does not insured is a limited liability company; apply to "property damage" included in (4) Any "executive officer" or insurance the "products-completed operations manager, if you or an additional insured is hazard. a corporation; B. Under B. Exclusions, 1. Applicable to Business Liability Coverage, the last (5) Any trustee, if you or an additional paragraph of 2. Exclusions is deleted and insured is a trust;or replaced by the following: (6) Any elected or appointed official, if you or Exclusions c,d, e,f, g, h, i, k, I, m, n, and o, an additional insured is a political do not apply to damage by fire to premises subdivision or public entity. while rented to you or temporarily occupied by This paragraph e. applies separately to you you with permission of the owner or to the and any additional insured. contents of premises rented to you for a period of 7 or fewer consecutive days. A 7• Bodily Injury separate limit of insurance applies to this Section F. Liability and Medical Expenses coverage as described in Section D. Liability Definitions, item 3. "Bodily Injury" is deleted and And Medical Expenses Limits Of replaced with the following: Insurance. "Bodily injury" means bodily injury, sickness or C. The first Paragraph under item 5. Damage To disease sustained by a person, including death, Premises Rented To You Limit of Section humiliation, shock, mental anguish or mental D. Liability And Medical Expenses Limits injury by that person at any time which results as Of Insurance is replaced by the following: a consequence of the bodily injury, sickness or The most we will pay under Business Liability disease. for damages because of"property damage" g. Expanded Personal and Advertising Injury to any one premises, while rented to you, or Definition temporarily occupied by you, with the permission of the owner, including contents of a. The following is added to Section F. Liability such premises rented to you for a period of 7 and Medical Expenses Definitions, item 14. or fewer consecutive days, is the Damage to Personal and Advertising Injury, in the Premises Rented to You limit shown in the Businessowners General Liability Declaration. Coverage Form: 5. Blanket Waiver of Subrogation h. Discrimination or humiliation that results in injury to the feelings or reputation of a natural We waive any right of recovery we may have person, but only if such discrimination or against: humiliation is: a. Any person or organization with whom you 1. Not done intentionally by or at the have a written contract that requires such a direction of: waiver. 6. Broad Knowledge of Occurrence a. The insured;or b. Any "executive officer," director, The following items are added to E. stockholder, partner, member or Businessowners General Liability Conditions manager (if you are a limited liability in the Businessowners Liability Coverage company)of the insured; and Form: 2. Not directly or indirectly related to the e. Paragraphs a. and b. apply to you or to any employment, prospective employment, additional insured only when such past employment or termination of "occurrence,"offense, claim or"suit" is known employment of any person or person by to: any insured. (1) You or any additional insured that is an b. The following is added to Exclusions, Section individual; B SB-146932-E Page 4 of 5 (Ed. 06/11) CNA SB-146932-E (Ed. 06/11) (15)Discrimination Relating to Room, Personal and Advertising Injury Liability is Dwelling or Premises excluded either by the provisions of the Policy Caused by discrimination directly or or by endorsement. indirectly related to the sale, rental, lease 9. Personal and Advertising Injury Re-defined or sub-lease or prospective sale, rental, Section F. Liability and Medical Expenses lease or sub-lease of any room, dwelling Definitions, item 14, Personal Advertising Injury, or premises by or at the direction of any Paragraph c. is replaced b the following: insured. p y g: (16)Fines or Penalties c. The wrongful eviction from, wrongful entry into, or invasion of the right of private Fines or penalties levied or imposed by a occupancy of a room dwelling or premises governmental entity because of that a person or organization occupies discrimination. committed by or on behalf of it's owner, c. This provision (Expanded Personal and landlord or lessor. Advertising Injury) does not apply if N N Q O O N O A O O O O O N O O S r SB-146932-E Page 5 of 5 (Ed.06/11)