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11-17-2020 Work Session Agenda Packet BOARD OF SUPERVISORS WORK SESSION Tuesday, November 17, 2020 – 4:30 PM Gallery Room - Chatham Community Center 115 South Main Street, Chatham, Virginia 24531 AGENDA 1. CALL TO ORDER (4:30 PM) 2. ROLL CALL 3. AGENDA ITEMS TO BE ADDED 4. APPROVAL OF AGENDA For the citizens’ convenience, all Work Session and Committee Meetings are now being recorded and can be viewed on the same YouTube location as the Board of Supervisor’s Business Meetings. Please remember that the Board’s Work Session is designed for internal Board and County Staff communication, discussion, and work. It is not a question and answer session with the audience. Accordingly, during the Work Session, no questions or comments from the audience will be entertained. Respectfully, any outbursts or disorderly conduct from the audience will not be tolerated and may result in the offending person’s removal from the Work Session. As a reminder, all County citizens, and other appropriate parties as designated by the Board’s Bylaws, are permitted to make comments under the Hearing of the Citizens’ Section of tonight’s Business Meeting. 5. PRESENTATIONS a. Department Head Spotlight (Chris Adcock); (Public Works); (15 minutes) b. Avero Solutions County IT Assessment Presentation (Staff Contact: David M. Smitherman); (45 minutes) 6. STAFF, COMMITTEE, AND/OR CONSTITUTIONAL OFFICER REPORTS a. Tourism DMO Proposal Discussion (Staff Contact: David M. Smitherman); (10 minutes) b. Committee Reports/Recommendations (Staff Contact: David M. Smitherman); (5 minutes) Work Session - November 17, 2020 7. BUSINESS MEETING DISCUSSION ITEMS 8. CLOSED SESSION a. Consultation with legal counsel employed or retained by a public body regarding specific legal matters requiring the provision of legal advice by such counsel. (1) Legal Authority: Virginia Code § 2.2-3711(A)(8) Subject Matter: Potential Franklin County/Cool Branch EMS Agreement Update Purpose: Legal Consultation/Discussion Regarding the Same b. Discussion concerning a prospective business or industry or the expansion of an existing business or industry where no previous announcement has been made of the business' or industry's interest in locating or expanding its facilities in the community. (1) Legal Authority: Virginia Code § 2.2-3711(A)(5) Subject Matter: Projects Impala and Matterhorn Purpose: Economic Development Updates on Unannounced Industry/Existing Industry Expansion 9. RETURN TO OPEN SESSION AND CLOSED SESSION CERTIFICATION a. Closed Session Certification 10. ADJOURNMENT Board of Supervisors EXECUTIVE SUMMARY INFORMATION ITEM Agenda Title: Department Head Spotlight (Chris Adcock); (Public Works); (15 minutes) Staff Contact(s): Chris Adcock Agenda Date: November 17, 2020 Item Number: 5.a Attachment(s): PCSA Spotlight Reviewed By: Chris Adcock, County Public Works Director, will provide the Board the latest installment in the County's Department Head Spotlight. 5.a Packet Pg. 3 5.a.a Packet Pg. 4 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 ORGANIZATIONAL STRUCTURE PUBLIC WORKS BUILDING & GROUNDS Darrell Dalton, Deputy PW Director WATER & SEWER Reggie Harper, Operations Supervisor SOLID WASTE COLLECTIONS John Foster, Interim Landfill Fleet Foreman DISPOSAL Ronald Shields, Landfill Foreman 5.a.a Packet Pg. 5 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 BUILDINGS & GROUNDS •Maintain over 20 County owned buildings, providing electrical, plumbing, HVAC, painting, carpentry and janitorial services. •Provide custodial services at Health Dept., Sherriff’s Dept. County Admin. Building, Community Development / 911 Building and the Voter Registration Office. 5.a.a Packet Pg. 6 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 BUILDINGS & GROUNDS •Maintain 11 E911 Tower Sites and Service Generators. •Construct, Repair and Maintain 4000 Street Signs. •Assist Parks & Rec with Trail and Park Maintenance. •Deliver and Collect Voting Machines to 30 Precincts, 1 to 3 times per year. 5.a.a Packet Pg. 7 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 BUILDINGS & GROUNDS •SysAid –Work Order Management Software •Between January 1 through November 1, 2020, Buildings & Grounds staff were assigned over 370 service requests. •These requests varied from water leaks to non-working lights to office chair adjustments. Castella Jones 5.a.a Packet Pg. 8 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 SOLID WASTE COLLECTIONS •21 Convenience Centers •10 “Green Box” Sites •Distance from northern most to southern most site is almost 50 miles. •All sites worked with 6 drivers. We hope to have a 7th hired soon. 5.a.a Packet Pg. 9 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 SOLID WASTE COLLECTIONS •Three new Convenience / Collection Centers are in the final stages of design including a larger regional site just south of Gretna along Hwy 29 North. Meadow Ridge Level Run Road Climax Road 5.a.a Packet Pg. 10 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 SOLID WASTE DISPOSAL •County residents currently generate 46,000 tons per year •Recent contract with Bays Hauling is delivering 15,000 tons per year •New contract with First Piedmont will bring 30,000 tons beginning 1/1/2021 •Even with new tonnage and potential for 50K more in 2022, landfill life is conservatively estimated to be 75 years. 5.a.a Packet Pg. 11 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 WATER & SEWER •Operate 12 separate water systems throughout the County •Mt. Hermon, 29 North, 58 West, Ringgold, Mt. Cross, Tightsqueeze / Dry Fork, Old Richmond, Grit, Wayside Acres 1, Wayside Acres 2, Robin Court and Vista Pointe •Eight of these systems are served through bulk water purchase agreements with the City of Danville, the Henry County PSA, the Town of Chatham and the Town of Hurt. The other 4 systems are served by wells. •We also provide sewer service in certain areas of Mt. Hermon, 29 North, Ringgold, 58 West, Tightsqueeze and Chatham through treatment agreements with Danville and Chatham. •2600 Water Customers, 1000 Water & Sewer Customers 5.a.a Packet Pg. 12 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 WATER & SEWER To Serve our 3500 Customers we maintain the following physical assets. 113 Miles of Water Mains 73 Miles of Sewer Mains 4 Water Booster Stations 15 Wastewater Pump Stations 600 Fire Hydrants 350 Manholes 5.a.a Packet Pg. 13 Attachment: PCSA Spotlight (2247 : Department Head Spotlight (Chris Adcock); (Public Works); (15 Board of Supervisors EXECUTIVE SUMMARY INFORMATION ITEM Agenda Title: Avero Solutions County IT Assessment Presentation (Staff Contact: David M. Smitherman); (45 minutes) Staff Contact(s): David M. Smitherman Agenda Date: November 17, 2020 Item Number: 5.b Attachment(s): Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) Pittsylvania County - ITSP - Board Presentation 11.17.20 Reviewed By: Abhijit Verekar, Avero Advisors, will present the attached IT Strategic Plan to the Board. 5.b Packet Pg. 14 INFORMATION TECHNOLOGY STRATEGIC PLAN (November 6, 2020) Draft Report Head Office 512 West Broadway Avenue Maryville, TN 37801 West Coast Office 10396 East Caribbean Lane Scottsdale, AZ 85255 5.b.a Packet Pg. 15 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 2 Table of Contents A. Executive Summary ......................................................................................... 3 B. IT Current Assessment .................................................................................. 11 1. Summary .................................................................................................... 11 2. Project Methodology ................................................................................. 12 3. Key Findings & Gap Analysis ...................................................................... 14 a) Key Findings/Universal Gaps .................................................................. 15 b) Departments ........................................................................................... 21 C. IT Strategic Roadmap .................................................................................... 36 1. IT Strategic Vision Statement ..................................................................... 36 2. IT Modernization Strategies & Action Items .............................................. 37 3. IT Strategic Roadmap ................................................................................. 38 D. IT Strategic Plan ............................................................................................ 39 1. Security First .............................................................................................. 41 2. Digital County Experience .......................................................................... 49 3. Infrastructure Resiliency ............................................................................ 54 4. Data-Driven Decisions ................................................................................ 74 E. Comprehensive Software Inventory ........................................................... 100 5.b.a Packet Pg. 16 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 3 A. Executive Summary Pittsylvania County (County) is located in the Commonwealth of Virginia and was formed in 1767. It is the largest county in Virginia by land area and second-largest by total area at 978 square miles. The County is included in the Danville (VA) Micropolitan Statistical Area, with a population of approximately 61,000 (2018). With its County seat in Chatham, Pittsylvania is governed by an elected seven (7) member Board of Supervisors, whereby management of the County is vested in a Board-appointed County Administrator. Pittsylvania County’s County Administrator and Executive team envisioned the development of a straightforward strategic plan that can be easily easily understood and implemented. This plan is envisioned to provide the County with a thorough analysis of strengths and weaknesses and provide a comprehensive overview of its IT strategic direction. The County desires a strategic roadmap that serves as a cornerstone guiding its efforts to connect, protect, and enhance the lives of citizens, business owners, and staff in Pittsylvania County. The role of government in our society has traditionally been one of facilitation, collective expenditure, law and order, and generally looking after the well-being of its residents, businesses, and employees. These stakeholder groups have traditionally not expected much from their respective governments, certainly not efficiency and transparency. However, times have changed, and these stakeholder groups now demand and expect excellence from their elected officials and the managers they appoint. In some jurisdictions, demand for government services outpaces available supply of such services. Doing more with less has always been the government’s aspirational goal, but only now do the stakeholder groups expect real action. It is conceivable to say that citizens, businesses, and employees expect the same level of service they get from a private bank and the same facilities (online payments, video meetings, etc.). The frequently used phrase, “the future is now” is even more applicable today for technology. Government agencies are acting on increasing demands and modernizing their operations at a rapid pace. Pittsylvania County is poised to latch on to modernization opportunities that not only improve internal operations but revolutionize how County services are delivered to its citizens. For any long term technology strategy to be sustainable and successful, it is important that its foundations are laid on the following pillars: 5.b.a Packet Pg. 17 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 4 • Cybersecurity – are we resilient to cyber threats, are our employees educated and form the first line of defense, and can we recover from a cyber event quickly? • Infrastructure – is our infrastructure modern, stable and scalable? • Enterprise Systems – do we have the right set of enterprise software tools to empower our employees to deliver services in the most efficient manner? With this end-state in mind, Avèro Advisors has developed a “Connected County” strategic plan that considers internal (County staff) and external (current and prospective citizens and businesses) stakeholders. The outcome of this Pittsylvania Connected County Initiative is to strategically implement technology solutions that enhance the way current citizens and businesses do business with the County and entice more potential stakeholders to move into Pittsylvania County to expand the County’s tax base. Furthermore, this initiative’s end-state also provides Pittsylvania County staff with the correct tools and training to best serve Pittsylvania County citizens and businesses. This report details an Information Technology Strategy and Roadmap for Pittsylvania County to achieve security, resiliency and efficiency, based on the leadership’s vision and proven best practices. In this section, we highlight the essential framework for a resilient, secure, efficient, and transparent technology infrastructure at Pittsylvania County government. At the end of this roadmap, the County can look forward to the following: 1. Security First Cybersecurity and its importance cannot be over-stated in 2020. Multiple times this year alone, we have seen the havoc a cyber-attack can have on County offices across the world. While we have to be prepared to respond to cyber threats and security events, the best course of action here is the oldest – “prevention is better than the cure.” Once Pittsylvania County implements the recommendations in this report, it will have put security first, and will be better prepared to weather any cyber event that may come its way. Ransomware, phishing, crypto-scams, and many other threats are not going to stop in the near future. If anything, data shows that our adversaries and their “armies of robots” are only getting stronger, smarter, and more persistent with launching attacks and enhancing threats to our public infrastructure. In the optimized future state, Pittsylvania County will be equipped with the hardware, software, and management sophistication to prevents threats, and recover from any cyber- event. Using a layered cyber-security framework, the County will develop a hard to breach “moat” around itself and its employees. 5.b.a Packet Pg. 18 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 5 2. Digital County Experience Traditionally, and sometimes on purpose, government agencies have been slower to adopt newer technologies. We are just starting to talk about electronic document management, e- signatures, and Geographic Information Systems (GIS). Citizens in a County as geographically large as Pittsylvania County have accepted the one (1) plus hour-long commute to conduct business in-person with the County government. Meanwhile, they have not stepped foot in a banking institution or the post office in years! Pittsylvania County is now poised to deliver a “Digital County Experience” that modernizes the citizen experience in the many ways. The County’s website and a mobile application will deliver the “Digital County Experience” in citizens’ pockets. Paying bills, connecting utilities, applying for permits, volunteering at the Pet Center, and other opportunities will now be at their fingertips. 3. Infrastructure Resiliency Much like our roads, schoolhouses, and administrative buildings, the County’s IT infrastructure needs modernization and resiliency. Gone are the days of fixing what is broken with “duct tape and baling wire” because we cannot find the money for a real long-term fix. Today, we do not have the option to be non-resilient and surely in the future this will be even truer. Our roads need a capital improvement plan, so do our fiber optic networks, servers, storage, computers, firewalls, etc. Just like our schoolhouses, we should not wait if there is a need for repair. Fortunately for Pittsylvania County, we are going to leap-frog certain technologies that have proven to be deficient or needlessly expensive. Our plan calls for the County’s infrastructure to be resilient through a robust infrastructure replacement program, disaster recovery and data loss prevention strategies, effective asset management, and a service-oriented delivery of technology tools. Strategies for infrastructure resiliency include: • Disaster Recovery Plan – we will know how to recover from a disaster that takes down critical infrastructure. • IT Services Management – we will deliver services in line with industry best practices and standards. • IT Asset Management – we will know what we have, when it needs to be replaced, and how to perform such work. • IT Software Deployment – will happen seamlessly, and without disruption to end users, citizens, and business. • IT Policy and Procedures – will be documented, agreed upon, adopted, publicized, and enforced. • Mobile Device Management – mobile devices deployed by the County will be standardized, tracked, and managed proactively. 5.b.a Packet Pg. 19 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 6 • Standardization – we will not buy something because it is cheap or because we like the sales pitch. We will buy according to our standards and pay for value and service. • Email – cloud-based, encrypted email will eliminate the need for server purchases every few years while keeping our emails secure, fast, and accessible from virtually anywhere. • Fiber-Optic footprint – we will identify and deploy high-speed networks across County buildings and around the County, leveraging it to deploy the “Digital County Experience” county-wide. 4. Data-driven Decisions Any organization that uses enterprise resource planning (ERP) systems for their daily operations, collects data. When a vehicle tag is paid for, or a permit issued, a data set is created. When a resident pays their utility bill, a data point is created. While thousands of data points are constantly created and stored in the County’s databases, they serve no purpose unless they are analyzed and dissected to identify the meaning behind the collection of the data sets. Once the County modernizes its enterprise applications, a critical element of the strategy will be the utilization of data to advise and drive key decisions. Based on historical data and predictive analytics tools embedded in modern financial and utility management systems, the County can make decisions on hard data, not heuristics or feelings. Using data to make executive decisions is not a new science. However, we now have the tools that allow us to have more data points to help make these decisions more accurate. At the conclusion of the implementation of the IT Strategic Plan, the County will possess enterprise software solutions that will make data-driven decision making processes possible at every level of the organization. Current State Avèro Advisors recognizes that the County is currently using disparate, disconnected, and often, antiquated enterprise systems to conduct business. To help the County improve efficiency, Avèro has identified and outlined the steps necessary to shift from in-person, hard-copy paper, manually driven processes to a smart, digital environment that is open all year and accessed by a mobile device or laptop from anywhere within the strategic plan. The purpose of this assessment is to identify gaps in internal and external service delivery, based on industry best practices, and develop a comprehensive plan to overcome human, hardware, and software shortcomings. Implementing these strategies will substantially decrease inefficiencies in Pittsylvania County’s current technological landscape and promote a business savvy, citizen- friendly, and technologically mature community. 5.b.a Packet Pg. 20 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 7 Approach and Methodology For this initiative, Avèro Advisors was tasked with the development of an Information Technology Strategic Plan, through to the execution of the following objectives as set forth by the County: ● Review the current state of the County’s technologies, staffing, resources, funding, and service delivery model; ● Understand the culture, vision, and mission within the County; ● Identify issues, gaps, and risks associated with the current technology and service delivery covering all applications/systems at the County; and ● Provide actionable recommendations and an implementation plan to realize cost and service improvements that are aligned with the County’s vision and mission. ● Develop a straightforward and direct strategic plan that a Chief Information Officer can easily understand and implement. The plan should have a thorough analysis of strengths and weaknesses and provide a comprehensive overview of the County’s IT strategic direction. As part of this engagement, Avèro Advisors utilized a three-dimensional approach, People, Process, and Technology (PPT), to develop an understanding of the current state of technology within the County. Applying this approach enabled Avèro to understand the execution of different tasks across the organization using available technology, technology-enabled decision- making processes, and the organization's operations' overall efficiency and effectiveness. As shown in Figure 1 (Project Methodology), the following project activities were executed across multiple phases to develop the County’s IT Strategic Plan. Figure 1: Project Methodology 5.b.a Packet Pg. 21 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 8 Phase 1 – Discovery During Phase 1, Avèro Advisors conducted “Discovery” sessions with the County Administrator, Executive Team, IT Staff members, and department Directors from across the organization. These interactive data-gathering sessions provided Avèro insights into the current state (“As-Is”) of IT service delivery at the County. Discovery focused on the People, Process and Technology used to execute critical business processes, both within and across all County departments. Avèro Advisors also facilitated “IT Modernization Visioning” Sessions to capture “wish list” items related to technology optimization in the future-state (“To-Be”) at the County. Phase 2 – Analyses During Phase 2, Avèro Advisors conducted a Current State Assessment, including a Gap Analysis, based upon data gathered during Phase 1’s Discovery. The Gap Analysis focused on analyzing current state data (Phase 1) for People, Process and Technology, and reporting on the inherent gaps between the current state and the desired future state of Information Technology across the County in relation to industry best practices. Phase 3 – Strategy During Phase 3, Avèro Advisors developed IT Modernization Strategies in response to the Gaps, which were identified in Phase 2’s IT Current State Assessment Draft Report. Avèro then facilitated an interactive review session with the County to finalize the prioritization of the IT Strategic Roadmap based upon industry Best Practices. Following County validation, Avèro Advisors developed the IT Strategic Plan, which includes the preceding deliverables (IT Current Assessment Draft Report and IT Strategic Roadmap). The IT Strategic Plan also includes a strategic action plan for each prioritized strategy. The detailed template showcases each IT Strategy, a strategic action plan for implementation, the gaps being addressed, the resources required, any prerequisites, the estimated costs for implementation, the County stakeholder groups impacted, and an impact statement. 5.b.a Packet Pg. 22 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 9 Strategic Roadmap – A Summary Pittsylvania County’s IT Strategic Vision is as follows: Pittsylvania County’s “Connected County” initiative envisions implementing modern, connected, and intuitive systems that allow employees, citizens, and contractors/business owners to conduct daily business and gather information in the most efficient and effective manner. This initiative will primarily focus on three (3) main stakeholder groups: employees, citizens, and contractors/business owners. The IT Strategic Roadmap, as shown in Figure 2, will guide Pittsylvania County in planning, procuring, implementing, and managing current and future technology investments and resources over the next (3) years. The corresponding Action Items which appear support the implementation of each IT Modernization Strategy for the County. Avèro Advisors will subsequently develop an IT Strategic Plan Draft Report based upon the prioritized IT Strategic Roadmap of IT Modernization Strategies. Figure 21: IT Strategic Roadmap (Action Items) 5.b.a Packet Pg. 23 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 10 Figure 22: IT Strategic Roadmap (Implementation Timelines) Avèro Advisors strongly recommends that Pittsylvania County and the Executive Management Team adopt this IT Strategic Plan and Roadmap as the County’s definitive guide for future Information Technology strategy over the next three (3) years. It is also recommended that the County conduct an annual review to “refresh” this IT Strategic Plan to ensure that the strategies remain in line with the County’s mission, vision, innovations, and industry best practices. 5.b.a Packet Pg. 24 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 11 B. IT Current Assessment 1. Summary The IT Current State Assessment provides a summary of the Key Findings from the Discovery and Analyses phases of the IT Strategic Planning Project for Pittsylvania County. Specifically, the IT Current State Assessment considers the function of each respective Department, the primary business technologies used for operations, and the departmental vision. In August 2020, Pittsylvania County contracted Avèro Advisors to conduct a county-wide Information Technology Strategic Planning effort. Pittsylvania County is primarily comprised of nineteen (19) Departments, which are responsible for delivering public services to the Pittsylvania County community under the executive direction of the County Administrator and Board of Supervisors. As an overview, the County strives to provide an exceptional level of public service to Pittsylvania County's constituents and using technology as a tool to encourage community engagement. Building on industry best practices, the County seeks to strategically use resources in a way that enhances public service offerings through technology modernization. The following County departments and agencies were included for assessment and planning purposes on this IT Strategic Planning project: 1. Commissioner of the Revenue 2. Commonwealth's Attorney 3. Community Development 4. Community Policy & Management Team 5. County Administration 6. County Attorney 7. Economic Development 8. Finance 9. Human Resources 10. Information Technology 11. Parks & Recreation 12. Pet Center 13. Public Library 14. Public Safety 15. Public Works 16. Sheriff's Office 17. Social Services 18. Treasurer's Office 19. Voter's Registrar Avèro Advisors recognizes that the County is currently using disparate, disconnected, and often, antiquated enterprise systems to conduct business. The County initiated this project to assess its current information technology staff, infrastructure, and processes as the first step towards providing more efficient and effective service delivery to citizens. Through this project, the County intends to gain a thorough understanding of its current information technology infrastructure, staffing levels, processes, and operations. Furthermore, the County seeks a thorough evaluation of its IT systems, procedures, data sharing processes, and software currently used. There are four (4) Project Deliverables for the IT Strategic Planning Project: 5.b.a Packet Pg. 25 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 12 1. Finalized Project Work Plan 2. IT Current State Assessment Draft Report 3. IT Strategic Roadmap 4. IT Strategic Plan Final Report The IT Current Assessment Report (Phase 2) details the project methodology implemented by Avèro Advisors, along with the key findings gleaned from the current state (“As-Is”) Discovery Sessions, the future state (“To-Be”) Visioning Sessions, and the inherent Gaps which have emerged between the two (2) states, related to observed industry best practices. The IT Strategic Plan and Roadmap (Phase 3) will function as a strategic guide by providing actionable recommendations for the modernization of the County’s cybersecurity. IT infrastructure, enterprise systems, and IT investment decisions over the next three (3) years. 2. Project Methodology Project Initiation The Project Kickoff consisted of a presentation delivered to the County Management Team to review the Project Scope, Project Methodology, Project Timeline, and Project Deliverables. This initial introduction enabled Avèro Advisors to meet the greater project team and answer any questions the County had regarding staff engagement. Avèro outlined project communications, including the provision of the comprehensive “Project Work Plan” that described the project activities/deliverables from start to finish. Avèro also presented the “Project Status Report,” which provides an on-going update of actual work accomplished concerning planned efforts. During the Project Planning Session, Avèro worked directly with the County to develop a comprehensive stakeholder registry of all staff who were to be engaged in Phase 1’s Discovery Sessions. County Management then assisted Avèro with the coordination of the Discovery Sessions with stakeholders from across the County, along with the subsequent Visioning Sessions with the department Directors. Phase 1: Discovery During Phase 1, Avèro Advisors conducted “Discovery” sessions with the key stakeholders, which provided an insight into the current state (“As-Is”) of IT service delivery at the County. The Discovery sessions ranged in duration from one (1) to two (2) hours per session. During the candid interviews, Avèro Advisors gathered data from the Directors regarding their respective departments’ experience with IT, in terms of service delivery, along with identifying some of the strengths within the current state of Information Technology at Pittsylvania County. The focus of the Discovery Sessions was to facilitate high level “Operational Analysis,” followed by a round of “IT Modernization Visioning Sessions.” The interactive Operational Analysis allowed Avèro to meet with business process-owners and directors within each department to discuss the role that People (Staffing), Process (Workflows), and Technology (IT Support, and Business Systems) play 5.b.a Packet Pg. 26 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 13 in the current-state of departmental operations to identify existing strengths and opportunities for IT modernization. Before the meetings, Avèro distributed an Interview Questionnaire with open-ended questions that focused on the current state (“As-Is”), which included: 1. What are the primary functions of your department? 2. What do you feel are the current strengths of your department? 3. What do you feel are some areas for improvement in your department? 4. What are the business systems that are currently used by your department? 5. How are you currently using technology as a tool to meet the strategic objectives of your department? 6. What do you feel are the current IT-related needs of your department? 7. How would you describe your experience with the services provided by the IT Department? 8. What do you feel are the current strengths of the IT Department? 9. What are some areas where the IT Department could improve? 10. What is your future state vision for your department going forward? 11. How do you feel that IT Modernization (business systems, IT tools) could positively impact your department going forward? 12. Are there any other comments that you feel would be helpful? Following the Discovery Sessions, Avèro conducted an additional round of interviews, consisting of more involvement from departmental staff, including business process owners. Engagement of the County’s “greater” project team allowed Avèro to develop an in-depth understanding of the many functions performed within each department. During the IT Visioning Sessions, Avèro asked open-ended questions focused on the future-state (“To-Be”), which included: 1. How can your department use technology as a tool to streamline operations in the future? What does your Vision for an optimized department look like? 2. What specific manual processes do you feel your department would most benefit from being automated through IT modernization in the future? 3. What are the top 3 IT-related improvements that you feel your department would most benefit from in the future? 4. What is your Vision for the IT Department in terms of the type of services provided to both you (as an end-user) and your department in the future? 5.b.a Packet Pg. 27 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 14 5. What are the top 3 changes that you feel need to be made to the service delivery model for the IT Department to become a world-class IT organization in the future? 6. What positive changes can be made to improve decision-making related to IT investments across the organization in the future? The subsequent IT Modernization Visioning Sessions allowed County staff to describe their Vision for an optimized future-state, which included providing improved services to the Pittsylvania County community, exploring requirement-based enterprise technologies, and identifying how IT, as a department, supports the execution of each department’s Vision. The IT Modernization Visioning Sessions also allowed Avèro to validate Gaps in IT service delivery, system maturity, and process efficiency that were gathered during the discovery sessions. Following the closure of the onsite data gathering activities, Avèro Advisors conducted a comprehensive analysis of the aggregated Discovery data, which considered the inherent gaps identified between the findings from the current state and the County’s aspirations for the optimized future-state. For the Gap Analysis, Avèro applied IT Best Practices to the gaps identified during the IT Current State Assessment, which was a segue to commencing the development of Phase 3’s IT Modernization Strategies. Phase 3: Strategy During Phase 3, Avèro Advisors developed the IT Strategies in response to the Gaps, which were identified during Phase 2’s IT Current State Assessment. Avèro then facilitated an interactive review session with the County to finalize the prioritization of the IT Strategic Roadmap based upon industry Best Practices. The IT Modernization Strategies, which encompass the Roadmap, were prioritized across the following implementation thresholds: ● Immediate: Year 1 ● Short-Term: Year 2 ● Long-Term: Year 3 Following County validation, Avèro Advisors developed the IT Strategic Plan, which includes the preceding deliverables (IT Current Assessment Draft Report and IT Strategic Roadmap). The IT Strategic Plan also includes (in template format) a strategic action plan for each prioritized IT Strategy. The detailed template showcases each IT Modernization Strategy, a strategic action plan for implementation, the gaps being addressed, the resources required, any prerequisites, the estimated costs for implementation, the stakeholder groups impacted, and an impact statement. 3. Key Findings & Gap Analysis Pittsylvania County Pittsylvania County is primarily comprised of nineteen (19) Departments, which are responsible for delivering public services to the Pittsylvania County community under the executive direction 5.b.a Packet Pg. 28 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 15 of the County Administrator and Board of Supervisors. As an overview, the County strives to provide an exceptional level of public service to Pittsylvania County's constituents and using technology as a tool to encourage community engagement. Building on industry best practices, the County seeks to strategically use resources in a way that enhances public service offerings through technology modernization. The following County departments and agencies were included for assessment and planning purposes on this IT Strategic Planning project: 1. Commissioner of the Revenue 2. Commonwealth's Attorney 3. Community Development 4. Community Policy and Management Team 5. County Administration 6. County Attorney 7. Economic Development 8. Finance 9. Human Resources 10. Information Technology 11. Parks & Recreation 12. Pet Center 13. Public Library 14. Public Safety 15. Public Works 16. Sheriff's Office 17. Social Services 18. Treasurer's Office 19. Voter's Registrar Countywide Business Technologies: The following technologies, including hardware, software applications, and tools, were identified by Avèro for Countywide use during Phase 1’s Discovery: ● Keystone (including Financial Management, Community Development & Human Resources), Microsoft Office 365 Suite, Granicus Legislative Management, Laserfiche, CentralSquare's ONESolution, ESRI ArcGIS, Barracuda, Cisco, Works, Foxit Phantom PDF Reader, Windows Defender Comprehensive Software Inventory: Avèro assisted the IT Department in utilizing a systems management tool to run scan across all IT assets to determine the current software inventory at the County. The analysis of the inventory report is shown in Section E: Comprehensive Software Inventory. a) Key Findings/Universal Gaps Following the completion of Phase 1’s Discovery, Avèro aggregated and analyzed the Current State and Future State vision gathered from County stakeholders to identify Key Findings, 5.b.a Packet Pg. 29 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 16 including gaps. A Gap is a measure of comparison between the Current State of information technology at the County and the optimized Future State based upon industry best practices, as discussed during the Visioning Sessions. The following Key Findings, including Universal Gaps, were identified during the Current State Assessment: ● The County’s IT department currently lacks a strategic direction or visionary leadership. It is imperative that the County have a Chief Information Officer (CIO) position or function executing the strategic initiatives outlined in this plan. The CIO function would also be responsible for maintaining a forward-thinking, proactive approach to IT service delivery. ● The County is in need of a Patch Management tool to streamline the patch management life cycle, including scanning the enterprise network for vulnerability, examining the vulnerability and identifying missing patches, patch testing and deployment for cybersecurity, and generating status reports on the latest patch updates. ● The County does not have an asset management tool for tracking and managing hardware and software Countywide. A sophisticated asset management tool would enable IT staff to maintain the County's software and hardware inventory efficiently through an automatic system scanning process. ● Absence of a formal cybersecurity plan, which should include a set of objectives and protocols that address potential incidents and the County’s needs to respond and monitor, along with maximizing the security and resiliency of the organization. ● Security Information and Event Management (SIEM) is a software for monitoring and analyzing cybersecurity events, as well as logging data within the County's network in real- time to manage security controls effectively, prevent potential security threats, and reduce the impact of breaches. Including a SIEM in the County’s software portfolio would significantly mitigate the County’s exposure to external cyber threats. ● Inadequate security (both physical and technological) within the Voter's Registrar Office. The current office does not include cameras, and the County's network is secure but is deficient compared to best practices laid out by the State of Virginia. ● The County is without a robust enterprise antivirus solution to further protect data and files while building a solid defense against security threats and hackers. The County currently uses Windows Defender, which is a basic, built-in antivirus application in Windows that offers a basic level of cybersecurity protection. 5.b.a Packet Pg. 30 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 17 ● Absence of a formal Disaster Recovery Plan in place. A Disaster Recovery plan should outline the protocol for business continuity in the instance of a system failure. ● The County is without a standardized approach to project management and project planning within the IT Department. Additionally, the differentiation between unique project-based work and operational task work is undefined, causing prioritization and resource allocation issues. ● Inadequate IT Governance Program to make more consistent decisions related to IT investments. An enterprise approach to decision-making regarding IT investments should be in place in processes such as software and vendor selection to decrease potential future conflicts between departmental applications. ● Loosely defined protocols for governing IT-related service requests. Moreover, there is no current means of prioritization regarding service requests. Despite the IT Department's utilization of SysAid as the organization's IT Help Desk, this method has yet to be proven more effective than calling IT directly. This workaround results in IT staff developing a service request in SysAid after the task is completed. The gap exists because there is a lack of standardization and policies for users to follow when submitting tickets and requests through SysAid. Additionally, the solution itself lacks sophistication and reporting capabilities. ● Lack of formal IT policies and procedures, along with IT service catalog, including IT service level agreements with departments across the County. As a result, there is a level ambiguity across the County regarding the what services are provided by the IT Department, and the protocol for requesting IT services. ● Absence of automated workflows across various County Departments. The volume of hard copy paperwork within and between Departments related to operational processes, such as Time and Attendance and Payroll, creates bottlenecks across the organization. Keystone, the County’s ERP, is severely deficient in many areas, with Time and Attendance/Payroll being part of the deficiency. ● The County lacks standardized policies and procedures involving the use of Laserfiche (electronic document management system). The County pays for the electronic content management system, but the system currently is being underutilized. This inundates County departments with hardcopy paper and creates inefficiencies when conducting County business. Furthermore, some workstations currently use an outdated version (10) of Laserfiche, while the up-to-date version is 10.4. Laserfiche has tremendous capabilities and is recognized as an industry leader in enterprise content management. 5.b.a Packet Pg. 31 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 18 ● Silos between various software across the County, resulting in a micro focus at the department level instead of an enterprise approach to IT modernization. For instance, the absence of an interface between BEACON Meter Reading, QS/1 Utility Billing System, and Keystone (Financial) results in manual data entry for utility billing that is cumbersome and time-consuming. Strategic initiatives set forth in Section D outline the replacement of both systems in favor of more intuitive systems that seamlessly integrate. ● The County has yet to fully deploy Microsoft Office 365 as a Cloud-based Enterprise Suite across the County. The County's IT Department recently obtained licenses for Office 365 Suite (ProPlus), including Office applications and OneDrive, for use across the County. Additionally, some workstations still run the outdated, individual Office versions, such as MS Office Home and Business 2013 and 2019. ● Conflicting use of on-premise and cloud-based versions of Microsoft solutions. The County currently uses the on-premise version of Microsoft Exchange Server 2019 that was purchased in 2018, along with a new server to host the organization's email. In 2020, Microsoft offers an upgrade package, which also includes cloud-based email, along with the Microsoft Teams collaboration tool, which supports teleworking for a marginal cost. The County could migrate all Microsoft applications, including Office and email to the cloud, and re-purpose the recently purchased server to prevent maxing out the storage capacity from on-premise email through Exchange Server 2019. ● The County currently has only one (1) GIS license for one (1) staff member from the Community Development Department that handles all Pittsylvania County GIS layer editing purposes. GIS needs to be used by departments across the County, including Public Safety, Parks & Recreation, and the Voter's Registrar. An enterprise-level Geographic Information System (GIS) would help the county increase GIS efficiency and efficacy. ● Email service is not available for all quasi-county employees. Staff at the Library and some appointed officials and commissioners do not have access to a County email address. The Library staff utilizes Google for email services and does not have access to the pittgov.org email domain. In Section D of this report, a recommendation has been made to upgrade the County’s email to Microsoft’s cloud-based solution. Migrating all quasi-county employees to the County’s unified email solution will eliminate disparate email services and provide a centralized communications platform. Having a centralized platform helps monitor and control e-mail communications, which can be specifically helpful in the event of an FOIA (Freedom of Information Act) requests the county could receive. 5.b.a Packet Pg. 32 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 19 ● Unreliable internet connectivity to remote sites within the County, specifically, the Community Policy and Management Team (CPMT) Department, which is just across the street from the main County Administration building. CPMT frequently suffers from internet outages and experiences bottlenecks in its operational processes resulting from being offline. The Hancock Building, a Sheriff's Department annex, suffers frequent outages and the Sheriff's IT resource needs to reset their network numerous times each month. Additionally, the Landfill and the County’s Public Safety Department experience unreliable internet connectivity due to radio tower outages and failures. ● Absence of standardized conference room hardware and software to improve productivity as well as user experience and align with the County's presentation and virtual meeting needs. As a result, the current infrastructure does not meet the County’s needs and leads to resource malfunctions which cause disruptions during critical meetings. ● Inadequate training for enterprise software currently being utilized by County staff. The current electronic document management system, Laserfiche, and other software applications (e.g., Granicus Legislative Management (Accela), QS/1, CentralSquare) are not being utilized to their full capacity due to a perceived lack of training. ● The County’s ERP, Keystone, is an antiquated, inefficient, and heavily customized solution which lacks key functionality resulting in inefficient paper-based workflows across its various modules. Avèro’s team discovered various paper-based, manual efforts currently completed by staff while validating accounts payable and payroll processes throughout discovery sessions. Additionally, receivables, invoices, and billing are completed through SAGE, a separate solution that does not integrate into Keystone. The absence of integration between these systems leads to manual reconciliation between the Treasurer and Finance. Keystone does not offer a vendor self-service portal to allow procurement to manage vendors and invoices electronically. The vendor management process is currently a manual process, where hard copy paperwork tends to create bottlenecks in processing. Currently, hardcopy invoices are received and scanned into the system, leading to procurement manually tracking requisitions and vendors. Additionally, there is not an efficient way to create the budget book within Keystone. The creation of the budget book takes Finance weeks to complete. Numerous reports must be run and manually verified to ensure the information within the proposed budget is accurate. Keystone’s Human Resource Management module lacks the functionality to to manage human resource responsibilities such as Job Planning & Recruitment, Performance Evaluation, Skill Development, Labor Relations, Safety & Health, Employee Benefits, etc. Keystone does not offer an employee portal that allows staff to manage and review requests, benefit plans, and other important sensitive information. Furthermore, Keystone acts as Pittsylvania County’s Enterprise Land Management (ELM) system to track and issue permits, licenses, plan reviews, and inspections. Keystone does not 5.b.a Packet Pg. 33 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 20 offer a citizen access portal to allow the online submission of permit applications or electronic plans. Additionally, Keystone does not provide a mobile application for staff to review and conduct inspections while in the field. These deficiencies create bottlenecks and workarounds within the Community Development Department. As an overview, the Keystone ERP system fails to create efficiencies for citizens, businesses, and staff, and therefore, should be replaced as part of the County’s IT modernization effort. ● Inefficient business processes encompassing Time and Attendance and Keystone, which impacts each Department. Hardcopy timesheets are currently being collected from staff, then manually entered into Microsoft Excel spreadsheets to be sent to Finance. More specifically, the Payroll Specialist is experiencing excessive data entry and manipulation regarding overtime and on-call hours from the Sheriff's Office and Public Safety/EMS staff. ● The County does not utilize online bill pay throughout all departments. The Library, Community Development, and Landfill Departments do not have a point-of-sale system for credit/debit card payment intake, which has the potential to create an inconvenience for the citizens of Pittsylvania County, along with creating additional work for financial processing by Finance. ● Under-utilized Citizen/Customer Relationship Management (CRM) system to manage communications with business leads (Economic Development), citizens (County Administrator), volunteers (Pet Center), and other external stakeholders to conduct external outreach more efficiently. ● Lack of universal software for work order management. The Building & Grounds, Water & Sewer, and Landfill sectors of the Public Works Department all use different software applications for work order management purposes. Building & Grounds currently utilizes SysAid, while the landfill processes paper work orders, and Water & Sewer utilize QS1-Publiq. Furthermore, SysAid lacks the sophistication to push work orders out to mobile devices and integrate with the County’s GIS database to show issues such as water leaks and other public works related work order requests. ● Hard copy file retention for end-to-end criminal/civil/legal case tracking and management processes in the Commonwealth's Attorney's Office. The Commonwealth's Attorney is currently inundated with hard copy paper case files. A redeployment of Laserfiche, coupled with a thorough training session from Laserfiche and Avèro, should mitigate the tremendous amount of paper the Commonwealth Attorney’s Office currently manages. 5.b.a Packet Pg. 34 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 21 ● Lack of Mobile Device Management (MDM) solution to manage mobile devices Countywide. This solution would enable IT to more accurately track devices given to individuals who usually work in the field. An MDM would also allow for remote wiping of lost or stolen mobile devices, ensuring that confidential information stays secure. End users would be able to access standardized applications for County devices available through an application store via the MDM. b) Departments During Phases 1 – 2 of the IT Strategic Planning Project, Avèro met with key stakeholders from across the County for the purpose of gathering their experiences on the current state of technology. Discovery sessions also focused on visioning for an optimized future state at the County. This section includes the aggregated findings from all County departments included in the project. The following County departments and agencies were included for assessment and planning purposes on this IT Strategic Planning project: 1. Commissioner of the Revenue The Commissioner of the Revenue is a constitutional officer, elected by the voters of Pittsylvania County to serve the County by assessing the value of personal property, business personal property, machinery, and tools, and processing state income tax returns. The Commissioner of the Revenue also maintains the land books, administers the County's adopted land use program, and conducts real estate tax relief for the elderly and disabled. Primary Business Technologies: ● Microsoft Office Suite, Keystone (Financial Management), NADA, and VesselValuation, Vision: ● The Commissioner of the Revenue intends to fully utilize Laserfiche to streamline critical workflows and enhance security in document management. The Commissioner of the Revenue also envisions continuous improvement to their financial ERP system, Keystone, by standardizing workflows and increasing efficiency in DMV/Vehicle valuation and income tax management processes. Moreover, the Commissioner of the Revenue envisions fuller utilization of the County's GIS infrastructure to streamline all actions based on geospatial data. 2. Commonwealth's Attorney The Commonwealth's Attorney is a constitutional officer, elected by the voters of Pittsylvania County to serve as the County's prosecutor and chief law enforcement official. He and his staff 5.b.a Packet Pg. 35 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 22 of attorneys are responsible for prosecuting criminal violations of the Code of Virginia and pursuing justice and protection of the rights and property of all citizens of, and visitors to, Pittsylvania County. Primary Business Technologies: ● Microsoft Office Suite, PowerDirector (Video Editing Software), Geronimo's CaseFinder (Virginia Legal Research System), Sungard Sheriff instant report, AirParrot, Dropbox (free version) Vision: ● The Commonwealth's Attorney envisions full deployment of Laserfiche into key business processes across the Department. This will aid in optimizing the document creation and management processes, such as template generation, file/case search and retrieval, management, sharing, and tracking. The Commonwealth's Attorney would also benefit from a case management system for their end-to-end criminal case tracking and management processes. Additionally, the Commonwealth's Attorney desires the ability to attach and send large files through email. 3. Community Development The Community Development Department provides County residents with information and services relating to zoning and building inspections. The Community Development Department is also responsible for planning, codes & ordinances compliance as well as erosion control and maintains real estate/GIS information as a public service to Pittsylvania County. Primary Business Technologies: ● Keystone (Community Development), Granicus Legislative Management, Microsoft Office Suite, Esri ArcGIS Desktop Advanced Concurrent Use License v 10.5.1, iPads for inspections Vision: ● The Community Development Department envisions a department where their enterprise business systems are properly integrated, and their mobile devices are functioning correctly in the field, to build efficiency into their inspection operations. The Community Development Department envisions using an optimized enterprise land management system, where system functionality is maximized, including the use of electronic plan review capabilities, and allows for GIS-based land management (e.g., planning, tracking, organization, permitting, code enforcement, inspections). The system should have a mobile application to allow inspectors to receive, complete and track inspections seamlessly, and inspection results submitted in the field are updated in real- time within the system. The Department envisions possessing full automation capabilities regarding their various processes that involve the use of forms, such as violation notices, 5.b.a Packet Pg. 36 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 23 package mailing for board meetings, and permit issuance. Further deployment of Laserfiche into key business processes across the Department will aid in optimizing the community development process through the reduction of hard copy paper. Additionally, the Community Development Department is looking to leverage the County's GIS infrastructure to maximize geospatial management capabilities for other County departments' operations, such as re-districting for the Voter's Registrar. The Community Development Department also envisions the introduction of automation into their customer service process through the usage of a mobile application/citizen-facing portal and a point-of-sale system for credit card payments to improve service delivery. The Department desires a County app/web-based portal for intuitive and user-friendly online payment capabilities for County residents. Additionally, the portal should include an application wizard and self-help tools to assist residents and developers when submitting applications. This County app/portal should reduce the number of walk-ins and lessen the number of hardcopy paper applications the County receives. 4. Community Policy and Management Team Community Policy and Management Team (CPMT) is responsible for maintaining children's services at Pittsylvania County and ensuring compliance with the State of Virginia's Comprehensive Services Act (CSA) law and annual Office of Comprehensive Services (OCS) audits. The CPMT also coordinates and facilitates the Family Assessment and Planning Team (FAPT) and maintains a focus on compliance with the provisions of the CSA Program to preserve the County's eligibility for CSA pool fund reimbursements. Primary Business Technologies: ● Microsoft Office Suite, Laserfiche, Dropbox, Zoom, WebEx, Google Meet, Thomas Brothers (3rd party CSA system), Dell laptops with docking stations, iPads, Radio system for WiFi connection, and Foxit Phantom PDF Reader Vision: ● The Community Policy and Management Team (CPMT) envisions being an entirely paperless department by utilizing Laserfiche and Docu-Sign for the completion of the contract routing and invoicing processes. Moreover, the CPMT is looking to fully utilize Laserfiche as their electronic document management system to streamline critical workflows and enhance security in document management. The CPMT also envisions an improved relationship with the IT Department and to disclose CPMT’s needs through a clear Service Level Agreement to include a reliable internet connectivity between buildings, website optimization, and the need for expert assistance with software support, upgrades, and training for applications such as Laserfiche. 5.b.a Packet Pg. 37 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 24 5. County Administration The County Administration Office is responsible for the day-to-day management of County affairs, departments, and agencies; advise the Board of Supervisors and records its action, and executes County business following the Board's goals and policies. The County Executive Assistants provide daily administrative support for the County Administrator and Deputy County Administrator; maintain coordination of activities within the County Administration Office; prepare for review and disseminate detailed meeting announcements, agendas, minutes, and supplementary materials; and prioritize and handle arrangements for all Board of Supervisors, commissioners, elected officials, and other executive gatherings. Primary Business Technologies: ● Microsoft Office Suite, Laserfiche, Granicus Legislative Management (Accela), Keystone, Dropbox, Google forms, Foxit Phantom PDF Reader, and Konica Minolta's Bizhub (printer) Vision: ● The County Administration Office envisions a full redeployment of Laserfiche into key business processes across all County departments to aid in optimizing the document creation and management processes. The County Administration Office expects the creation of an overarching strategic plan that outlines the County's IT needs. This strategic plan should include strategies to mitigate current state technological gaps and aid in the development of IT governance policies and procedures to ensure the strategic plan is administered effectively and efficiently. The County Administration Office believes auditing current enterprise software systems (e.g., Keystone, CentralSquare) is a key task to ensure service delivery aligns with Pittsylvania County’s vision to be “Business Savvy and People Friendly.” The audit would seek to define business requirements for each enterprise system to increase efficiency and service delivery. Another priority is ensuring that adequate training is being provided to staff to promote the development of skills necessary to harness the capacity of implemented technologies (e.g., Laserfiche, Granicus Legislative Management. Additionally, the Office would like to pursue a higher level of communication and community engagement by utilizing a customer/client Relationship Management (CRM) and mobile application. These technologies would create an interface between citizens and the County to provide them with a pleasant customer service experience and the ability to do business with the County in a modern way, such as allowing citizens to pay bills or permit fees online without visiting a County building. The County Administration Office is also looking to see more transparency within the IT Department in terms of projects that are underway and plans for future IT projects with an added element of prioritization. Lastly, the County Administration Office envisions more reliable network connectivity across County departments and remote sites to support teleworking capabilities further and provide a better quality of service delivery efficiently and cost-effectively. 5.b.a Packet Pg. 38 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 25 6. County Attorney The County Attorney's Office provides legal counsel to Pittsylvania County's Board of Supervisors, County Administrator, and a majority of county officers, departments, agencies, commissions, and boards (e.g., CMPT, IDA). The County Attorney also represents the County in matters of litigation and oversees civil work except for the prosecution of criminal misdemeanors involving Animal Control, some Code Compliance issues, and Treasurer's Office cases. Primary Business Technologies: ● Microsoft Office Suite, LexisNexis (Legal Research), Laserfiche, and Expensify (expense tracking) Vision: ● The County Attorney envisions being an entirely paperless department by leveraging Laserfiche and Docu-Sign for the completion of the contract routing process. Moreover, the County's Attorney is looking to fully utilize Laserfiche as their electronic document management system, to streamline critical workflows and enhance security in legal/civil document management (e.g., document retention, auto-purge, and archive searching). The County's Attorney would benefit from a case management system for their end-to- end case tracking and management process. Additionally, the County's Attorney would like to see an increase in their internet connectivity when performing work remotely and interacting with the County VPN. Lastly, the County's Attorney envisions the introduction of automation into customer service processes through the use of a mobile application or portal to improve service delivery. The County's Attorney desires a County app/portal to be intuitive and user-friendly, so the residents of Pittsylvania County have a better understanding of the Department's service offering, and the number of phone call inquiries can be lessened. 7. Economic Development The Economic Development Department is tasked with expanding and retaining existing businesses, encouraging entrepreneurship, recruiting new businesses, and coordinating the economic development activities for Pittsylvania County. Primary Business Technologies: ● Microsoft Office Suite, HubSpot (CRM), and Foxit Phantom PDF Reader Vision: ● The Economic Development Department envisions providing a higher level of service to the community they serve through modern technologies and equipment, such as audio/video film development for virtual sales and land pitches, and leveraged GIS infrastructure from the County for economic development planning. The Department envisions having a robust contract management system to manage all economic 5.b.a Packet Pg. 39 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 26 development projects instead of storing them manually in internal hard drives. The Economic Development Department also sees a benefit in bolstering the County's internet connectivity for both departmental remote work and to show prospective businesses that Pittsylvania County has the modern infrastructure necessary to do business efficiently. Additionally, the Department envisions an optimized website that allows the department to showcase the County's properties and desires to have more tech-savvy staff with expertise in video editing and graphic designing for marketing efforts. The Economic Development Department would also benefit from having a robust customer/client relationship management (CRM) software to efficiently improve business relationships with existing and/or potential businesses and other municipal localities, such as the City of Danville. 8. Finance The Finance Department is responsible for providing financial services to the County. The Finance Department is composed of several key components, including Purchasing, Accounts Payable, Budget, Grants Administration, and Payroll. The Finance Director also works in conjunction with the County's elected Treasurer to ensure the accuracy of all accounts. In addition to handling all payables for the Pittsylvania County government, the Finance Department also provides financial services to other local service authorities, such as IDA (Industrial Development Authority) and River Authority. ● Accounts Payable (AP) function is responsible for auditing and processing all County invoices in the system for payment and mailing checks to vendors. The AP function also manages vendor information, mails 1099s at year-end and maintains all accounts payable files. ● Budget is responsible for the development and monitoring of the annual fiscal budget for Pittsylvania County, which includes the Social Services Department and the School Board. The Budget function also maintains budget amendments and perform audits across the County and other service authorities (e.g., IDA, River Authority, Fiscal Agents for Workforce Investment Board) ● Grants Administration oversees the development, administration, and accounting of grants received by Pittsylvania County. The Grants Administration function works with other County departments (e.g., Pet Center, Library, Community Development) to determine grant needs and administer special projects and monitors federal/state grants and grant expenditures. ● Payroll maintains all payroll records for County employees, prepares payroll checks/direct deposits, and handles payroll-related questions across the Pittsylvania County 5.b.a Packet Pg. 40 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 27 government, including, but not limited to, elected officials, library, court, Sheriff, Fire/EMS, and Landfill. The Payroll function is also responsible for filing all monthly, quarterly, and annual reports to federal and state agencies, and maintaining VRS (Virginia Retirement System) files on all full-time employees, including Social Services. ● Purchasing has a responsibility to the general public to ensure that procurements are accomplished in accordance to the laws enacted by the appropriate legislative body. The Purchasing function also maintains contracts and business relationships with all suppliers for the County. Primary Business Technologies: ● Keystone (Financial Management), Laserfiche, Microsoft Office 365 Suite, QuickBooks (IDA/River Authority accounting), Sage (for billing, AR, and past due invoices), Works (credit card software), EVA (State of Virginia's e-procurement), Anthem (3rd party health insurance plan provider), Virginia Retirement System, Sage's BusinessWorks (landfill accounting) Vision: ● The Finance Department envisions streamlining payroll processes through a robust time and attendance solution that works seamlessly with their financial management and other enterprise systems, allowing for the automated transfer of payroll information to the financial system. The Finance Department is also looking to automate the budgeting process, including budget book creation and grants administration; enhance the 3-way matching process (Purchase Order + Receiving Report + Vendor Invoice) for purchasing and accounts payable functions; implement business intelligence features for data analysis such as forecasting and trend analysis; automate tracking and calculation process for Countywide overtime and on-call hours; fully utilize Laserfiche with more solid end- user training support; improve requisition management workflows; streamline the data entry process for benefits administration (e.g., Anthem, Virginia's New Hire, VRS). Additionally, Purchasing, a function of the Finance Department, would benefit from the implementation of a robust contract management system to track and manage the production and management of contracts, service level agreements, and procurement master agreements. A vendor self-service portal would also increase overall efficiency regarding vendor registration and management and decrease the total time from the requisition to the payment. The Finance Department also envisions an improved level of communications and reliable support from the IT Department to aid with their current systems, including any on-going and potential projects with software vendors. 5.b.a Packet Pg. 41 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 28 9. Human Resources The Human Resources (HR) Department provides the resources necessary to promote safety, wellness, growth, self-direction, and training opportunities for employees at Pittsylvania County. Human Resources services include workforce planning, employee recruitment, benefits administration, employee performance management, policy development, training, and development. Primary Business Technologies: ● Keystone (Human Resources), Microsoft Office 365 Suite, and Foxit PDF Reader Vision: ● The Human Resources (HR) Department envisions the introduction of automation to several of its key processes, including personnel action forms and time-off balancing, which are currently a manual and paper-intensive process. The HR Department envisions having a new Human Resources Information System (HRIS) capable of carrying out all or most of HR's various business processes, from employee recruitment and performance management to coordination of employee benefits. The HR Department additionally envisions the County utilizing an organizational-wide, self-service portal for benefits management. The Human Resources Department envisions a centralized time and attendance solution to aid in the reduction or elimination of the Department's dependence on hardcopy paper and includes integration with other critical County enterprise business systems. The time tracking module would be integrated with the HRIS and ERP systems to automate the payroll process and eliminate redundant manual data entry. Finally, the HR Department envisions the County becoming completely paperless, along with a full redeployment of Laserfiche, as an information/document repository to eliminate redundant paper archiving processes. 10. Information Technology The Information Technology (IT) Department serves as an internal IT service provider to support various departments across Pittsylvania County-owned buildings. With three (3) full-time IT staff, the IT Department provides County departments and elected officials with existing technologies, including hardware, software, network, and telecommunications, to promote efficiency and service delivery countywide, and deliver the best technology solutions that meet County staff's needs. Primary Business Technologies: ● Cisco AnyConnect (remote work), SysAid (IT Ticket system), Windows Update Service, MS- ISAC, Cisco Firewall, Barracuda's Security Gateway for Webserver and Email, Barracuda Backup, Comcast (WiFi Guest network), Cisco IP Phone system (on-premise VoIP), 5.b.a Packet Pg. 42 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 29 Windows Media Maker (A/V), CEWL licenses, Call Manager/Unity Connection 10.5, VPN Juniper Box hosted by Blast, VMWare, Azure, Unify switches, cameras, controllers, etc. Vision: ● The Information Technology (IT) Department strives to be a "best in class" IT service provider. IT envisions better usage of their ticketing system, SysAid, to manage IT service requests from across the County correctly. Moreover, IT also envisions having the County staff consistently input IT service requests into SysAid, through a governed protocol, thus enabling the IT Department to track and prioritize IT service requests from each County department efficiently and reduce the volume of phone calls. The IT Department recognizes that there are gaps in service delivery and acknowledges that for the County to modernize, IT must refresh their skills and knowledge to keep track of modern technologies and updates. To accomplish this, IT strives to learn more about its customers’ critical business processes and systems to enhance their service capabilities for each department. The IT Department also would like to explore ways that the County could leverage fiber infrastructure already in place to bolster internet connectivity to rural locations within County limits. Additionally, IT would like to enhance cybersecurity efforts to detect, quarantine, and nullify cyber-attack attempts on the County. Lastly, IT would like to establish a formal Disaster Recovery Plan to outline the protocol for business continuity in the instance of a system failure. 11. Parks & Recreation The Parks & Recreation Department provides safe, family-friendly, and well-maintained recreational facilities and rentals around Pittsylvania County and special programming events to County residents. These recreational facilities include a community center (home office), dog park, award-winning parks, trails, and quality athletic fields. Activities provided include youth sports, fitness programs, camping opportunities, and field trips. Primary Business Technologies: ● Microsoft Office Suite, Outlook Calendar (community center rentals scheduling), ActiveNet, Unify app (security camera), hotspot on phone Vision: ● The Parks & Recreation Department (Parks & Rec) envisions the introduction of automation into their customer service process through the usage of a mobile application or portal to improve service delivery. Parks & Rec desires a County app/portal to be intuitive and user-friendly and integrate with the County's GIS infrastructure. Hence, the residents of Pittsylvania County have a better understanding of the services offered by the Department and keep updated with upcoming events, along with the provision of event locations and directions. Further deployment of Laserfiche into key business processes across the Department will aid in optimizing the events management and 5.b.a Packet Pg. 43 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 30 document/record management processes through the reduction of hard copy paper. Additionally, Parks & Rec envisions an improved relationship with the IT Department to provide more support that meets their IT needs, including website optimization, reliable internet connectivity, and robust teleworking capabilities for virtual meetings. Lastly, Parks & Rec envisions the expansion of the County's network to include wireless connectivity available at Parks and Rec facilities across the County. 12. Pet Center The Pittsylvania County Pet Center works with Pittsylvania County's Animal Control Officers to shelter and care for all homeless, abandoned, and lost companion animals within County limits. The Pet Center's staff and volunteers work tirelessly to ensure the animals in their care are treated with dignity and respect. The Pet Center's staff also partners with local businesses to raise funds and awareness for the animals residing in the Pet Center. The Pet Center also facilitates dog and cat adoptions, coordinates adoption events, and markets animals in their care on numerous mediums, including "Finding Rover" and "Pet Finder." These efforts have resulted in a combined 97% save rate among pets. Primary Business Technologies: ● Shelterluv, Finding Rover (pet facial recognition), Microsoft Office Suite, Facebook (current website), Keystone Vision: Pet Center staff believe that awareness, education, and marketing are key to continuing saving animals at the rate they do. The Pet Center believes a County mobile application would be beneficial for them, as they would provide "Pet of the Week" content for adoptable dogs and cats, educational information for current or potential adopters, and push notifications to app holders regarding events and fundraisers. Connecting with the public this way could also bolster their volunteer base and potentially increase their donors. The Pet Center also believes they would benefit from a Client Relationship Manager (CRM) solution the track volunteers, donors, and partner organizations. 13. Public Library The Pittsylvania County Public Library is the community's trusted resource for creating a culture of learning and innovation by focusing on the individual experience. The mission of the Library is to enlighten, educate, empower, and expand the well-being of County residents and patrons by connecting them with the information, experiences, and resources they need to make their lives better. The County library system consists of five (5) libraries in the communities of Chatham, Gretna, Brosville/Cascade, and Mt. Hermon. The Library also operates Bookmobile services that make approximately sixty (60) stops monthly throughout the County. The County Library system 5.b.a Packet Pg. 44 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 31 is supported by two (2) designated IT resources that assist the Library in all aspects of their operations, including supporting all Library's PCs/laptops, network infrastructure, WiFi, servers, security, website, technology plan, and other IT software and network upgrades, when applicable. Primary Business Technologies: ● Microsoft Office Suite (no Outlook), Google’s G-Suite (including Gmail and G-Drive), TechSoup, Cisco Umbrella, Keystone, Library Corporation's TLC Solution (ERP), Oracle database, Virginia Library Service, Integrated Library System (ILS) Vision: ● The Pittsylvania County Public Library envisions having a robust point-of-sale software for credit/credit card payment intake that allows for automation on all revenue collection processes and enhance citizen/community engagement. The Library is also looking to digitize local and/or history collections that are irreplaceable and streamline processes on searching and retrieving collection records. Furthermore, the Library envisions an improved relationship with the IT Department, where there is a collaborative effort in supporting the Library’s needs (e.g., reliable internet connectivity for Bookmobile services and County email setup) and assisting with other critical IT support issues as they emerge. A robust time and attendance solution is also needed to aid in streamlining the time entry process related to payroll. 14. Public Safety The Public Safety Department provides emergency and non-emergency services, including E-911, the dispatching of fire, rescue, and Sheriff, and other requests of assistance, to over 61,000 citizens across the Pittsylvania County community. The Public Safety Department takes calls and dispatches for twelve (12) Rescue Squads, twenty-one (21) Fire Departments, Animal Control, County Sheriff's Office, Chatham, Gretna, and Hurt Police Departments, Virginia Department of Forestry, and Angel Search and Rescue. The staff also assist the State Game Wardens, ABC Agents, and the Virginia State Police. The Department is supported by a designated IT resource that assists the Department in all aspects of their operations. This IT individual is responsible for supporting PCs/laptops, radio systems, and other IT software and network upgrades, when applicable. Primary Business Technologies: ● Microsoft Office Suite, CentralSquare's OneSolution (CAD & AVL), Google Maps, Windows Defender Antivirus, AIM for EMS billing, and L3Harris radio system Vision: ● The Public Safety Department envisions continuous improvement to provide timely, critical services to County residents using advanced technologies such as CAD/AVL, 5.b.a Packet Pg. 45 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 32 toughbooks, and ESO software as a Countywide reporting system. The Public Safety Department also desires the County's GIS infrastructure to be leveraged for planning rescues and other EMS operations. The Public Safety Department also envisions having more reliable internet connectivity between remote locations and continuous improvement on their current radio system with more exceptional technical support and customer service from the software vendor. The Public Safety Department envisions an improved relationship with the IT Department, which would include central IT understanding Public Safety’s technology needs, such as network resiliency and reliability to remote locations, hardware/software upgrades, and group policy compliance. Additionally, governance policies, including IT contract review assistance and technology budgeting assistance would help create a standardized review process associated with IT spending. Lastly, the Public Safety Department is also looking to hire more experienced IT staff to help the current designated IT staff take care of daily IT operations for the Department. 15. Public Works The Public Works Department oversees Water & Sewer, Building & Grounds, and Landfill services. The Water & Sewer function is operated by the water systems of Pittsylvania County Services Authority (PCSA), Town of Chatham, Town of Hurt, and Town of Gretna to provide water and wastewater services to various areas of the County. The Building & Grounds division maintains all County-owned buildings, including HVAC units, electrical and plumbing, the 911 site, and helps the County IT Department with cable installations. The Landfill function oversees solid waste and recycling operations, including sorting, dumping, and compacting trash, and maintains twenty- one (21) convenience centers across Pittsylvania County. Primary Business Technologies: ● SysAid (work order management), PUBLIQ's QS/1 (Water & Sewer – Billing and Work Order), Badger Meter BEACON, Microsoft Office Suite, TSW Automation's PDOX, Keystone, Hotspot through phone, AXIS Camera Station Vision: ● The Public Works Department envisions continuous improvement to their work order management processes by standardizing and implementing a universal work order management solution with enhanced mobile capabilities for field activities. This system should be integrated with the County's GIS infrastructure to capture all physical assets and addresses, manage, and track all Public Works service requests in real-time. A future work order management system should include mobile integration to allow field workers to receive, complete and track work orders seamlessly while also updating the status of the work orders and the materials used to complete the work orders. This future system would also be integrated with an inventory management system and time clock/HRIS 5.b.a Packet Pg. 46 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 33 system to track labor hours and material. Additionally, the Public Works Department envisions having more reliable internet connectivity for Landfill site and between remote locations. A point-of-sale system is also needed to allow for credit card payment intakes at the Landfill site, reduce the number of walk-ins for services, and enhance overall customer excellence. 16. Sheriff's Office The Sheriff's Office is composed of 135 officers and staff to provide law enforcement services and meet the safety and emerging needs of residents and visitors to Pittsylvania County. The Sheriff is a constitutional officer, elected by the voters of Pittsylvania County to serve and lead the Sheriff’s Office. Besides Law Enforcement, the Sheriff’s Office is also responsible for a wide range of criminal justice-related activities, including Court Services, Inmate Transportation, and Jail Administration. Primary Business Technologies: ● Microsoft Office Suite, CentralSquare's OneSolution (JMS, CAD, AVL, RMS) with the mobile app, L3Harris radio system, Antivirus Windows Defender, and WatchGuard's body cameras Vision: ● The Sheriff’s Office envisions providing a higher level of service to Pittsylvania County citizens and ensuring the safety of their officers by implementing modern technologies, such as MDTs (Mobile Data Terminals). The Sheriff’s Office is also interested in researching and developing use cases for wearable camera technology that allows investigators to inspect crime scenes and relay video back to the Sheriff’s Office main conference room in real time. This technology, along with initiatives to increase resiliency and reliability to the Hancock building, would heavily rely on the development of a secure, highspeed fiber network connection throughout the County. The Sheriff’s Office also envisions the ability to set up multiple VLANs across the county, allowing on-duty officers the ability to upload body cam footage without traveling back to Chatham. Sheriff's Office also envisions having an entirely paperless timekeeping process using centralized time and attendance software that streamlines all timesheet and payroll processing seamlessly into the County's HRIS/payroll system. Lastly, the Sheriff’s Office wants to audit CentralSquare to verify the effectiveness of all existing functions/modules within the system. 17. Social Services The Department of Social Services is a state-supervised and locally administered agency that administers federal, state, and local public assistance and social work service programs. The 5.b.a Packet Pg. 47 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 34 financial and social services assistance programs include medical assistance (Medicaid), Virginia Initiative for Employment, Fuel and Energy Assistance (Heating, Cooling, and Crisis), SNAP Food Stamps, TANF Cash Assistance, Adoption, Child Care Assistance, Refugee Resettlement Services, and Child & Adult Protective Services. Primary Business Technologies: ● LETS (local goods & services exchange), LASER (Finance), SPIDeR (client information exchange), VACMS (Virginia's Case Management for benefits and child care), OASIS (child welfare programs, being replaced by Compass), PeerPlace (Case Management system for adult protective services), CommonHelp, SAMS (security access management system), Nortel (phone system), Gmail, Google Meets, and Zoom Vision: ● The Department of Social Services envisions being a part of the Pittsylvania County government and having an improved relationship with the County's IT Department regarding IT infrastructure and related support, including phone system upgrade and website optimization. The Department desires a cloud-based phone system (VoIP) to improve data security and flexibility in remote work and service delivery since the current system (Nortel) is hard-wired, creating bottlenecks in the Department's operations and limiting staffs' ability to work remotely. Furthermore, the Department envisions a local webpage embedded within Pittsylvania County's website for its social service contents. The Department also envisions having a comprehensive communications assessment to verify the effectiveness of all existing fiber and internet line uses since there are numerous bills from different ISPs that the Department needs to pay monthly for its phone services. Lastly, a designated IT staff to assist the Department in all aspects of their operations regarding IT infrastructure would be ideal. 18. Treasurer's Office The Treasurer is a constitutional officer, elected by the voters of Pittsylvania County to serve the County by collecting receipts and tax revenue and County funds from all departments with fee charges. The Treasurer also manages all financial assets and investments Countywide. Primary Business Technologies: ● Keystone – Financial Management, Laserfiche, Jack Henry & Associates (ACH/Check Conversion), PUBLIQ's QS/1, and Microsoft Office Suite Vision: ● The Treasurer's Office envisions further deployment of Laserfiche into key business processes across the Department to aid in optimizing the accounts receivable process and mitigating paper-based workflows. The Department also envisions continuous 5.b.a Packet Pg. 48 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 35 improvement on their payment collection system for Water & Sewer services, QS/1, by getting more solid end-user training sessions and better customer services from the software provider (PUBLIQ) for full system usage. The Treasurer's Office would like to see an increased level of efficiency in the ACH/check conversion process through a modern check scanning solution since the Jack Henry & Associates system requires lots of unnecessary customizations and lacks integration with Keystone. Moreover, the Treasurer's Office desires a strategic partnership with the IT Department, resulting in the more hands-on and knowledgeable approach for on-going projects. 19. Voter's Registrar The Voter's Registrar Office oversees voter registration and applications, candidate processing, and voter and election records management, and serves as an information resource for all qualified citizens of Pittsylvania County. The Voter's Registrar also manages change of address/last name requests and removal for felony, conviction, death, and non-citizen cases maintains security and operation of over seventy (70) pollbook laptops, thirty-five (35) voting machines, and thirty-three (33) ADA machines. Primary Business Technologies: ● Microsoft Office Suite, VR Systems' EViD electronic pollbooks, ExpressVote's Automark ADA machines, and ES&S's DS-200 (State certified machine for paper-based polling/voting system) Vision: ● The Voter's Registrar Office envisions an improved relationship with the IT Department by developing a clear scope of services vital to the department's success (e.g., network security, WiFi access implementation, hardware/software inventory) to meet State security requirements. The Voter's Registrar Office also desires a bigger facility for better inventory management and voting records retention and envisions having reliable physical security, such as security cameras, to ensure the security of their voting storage locations and polling places. The Voter's Registrar Office also envisions the introduction of automation into their service delivery by utilizing mobile applications and online portals for updating voting registration, voting locations, and other general election information. The vision continues by integrating GIS functionality to voting information, thus allowing eligible Pittsylvania County citizens the ability to locate their appropriate polling place through the County’s website or mobile application. Additionally, the Voter's Registrar would benefit from an election management software or secure database to store pertinent election information, track the election lifecycle, and track and manage voting officials. Lastly, the Voter's Registrar would like to see increased internet connectivity when integrating with schools and providing virtual election presentations and training sessions for different civil groups to improve community engagement. 5.b.a Packet Pg. 49 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 36 C. IT Strategic Roadmap The IT Strategic Roadmap, as shown in Figures 3 – 4, will guide Pittsylvania County in planning, procuring, implementing, and managing current and future technology investments and resources over the next (3) years. The corresponding Action Items which appear support the implementation of each IT Modernization Strategy for the County. Avèro Advisors will subsequently develop an IT Strategic Plan Draft Report based upon the prioritized IT Strategic Roadmap of IT Modernization Strategies. 1. IT Strategic Vision Statement Pittsylvania County’s IT Strategic Vision is as follows: Pittsylvania County’s “Connected County” initiative envisions implementing modern, connected, and intuitive systems that allow employees, citizens, and contractors/business owners to conduct daily business and gather information in the most efficient and effective manner. This initiative will primarily focus on three (3) main stakeholder groups: employees, citizens, and contractors/business owners. The role of government in our society has traditionally been one of facilitation, collective expenditure, law and order, and generally looking after the well-being of its residents, businesses, and employees. These stakeholder groups have traditionally not expected much from their respective governments, certainly not efficiency and transparency. However, times have changed, and these stakeholder groups now demand and expect excellence from their elected officials and the managers they appoint. In some jurisdictions, demand for government services outpaces available supply of such services. Doing more with less has always been the government’s aspirational goal, but only now do the stakeholder groups expect real action. It is conceivable to say that citizens, businesses, and employees expect the same level of service they get from a private bank and the same facilities (online payments, video meetings, etc.). The frequently used phrase, “the future is now” is even more applicable today for technology. Government agencies are acting on increasing demands and modernizing their operations at a rapid pace. Pittsylvania County is poised to latch on to modernization opportunities that not only improve internal operations but revolutionize how County services are delivered to its citizens. For any long term technology strategy to be sustainable and successful, it is important that its foundations are laid on the following pillars: 5.b.a Packet Pg. 50 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 37 • Cybersecurity – are we resilient to cyber threats, are our employees educated and form the first line of defense, and can we recover from a cyber event quickly? • Infrastructure – is our infrastructure modern, stable and scalable? • Enterprise Systems – do we have the right set of enterprise software tools to empower our employees to deliver services in the most efficient manner? With this end-state in mind, Avèro Advisors has developed a “Connected County” Information Technology Strategic Plan that considers the interests of many stakeholder groups, including internal (County staff) and external (current and prospective citizens and businesses). The outcome of this Pittsylvania Connected County Initiative is to strategically implement technology solutions that enhance the way current citizens and businesses do business with the County and entice more potential stakeholders to move into Pittsylvania County to expand the County’s tax base. Furthermore, this initiative’s end-state also provides Pittsylvania County staff with the correct tools and training to best serve Pittsylvania County citizens and businesses and their growing demands for County services. Pittsylvania citizens expect to have convenient access to County services such as utility registration, bill and tax payments, development (permitting/building) applications, and County information, such as voting and school information. Additionally, businesses, developers, and contractors expect to have access to County departments outside of regular business hours. Examples of this include permitting requests, digital plan submission, business license applications, and site/parcel information. The needs of outside stakeholders align perfectly with the vision set forth by Pittsylvania County’s executive leadership. These stakeholders simply want an easier way to conduct business with the County without having to visit a County office; Pittsylvania County’s executive leadership shares in this vision and feels that with today’s technology, it is unnecessary for stakeholder to only to do business in Chatham while County business can be conveniently conducted 24/7, 365 digitally anywhere from a mobile device or laptop. 2. IT Modernization Strategies & Action Items The IT Strategic Roadmap is comprised of four (4) overarching IT Modernization Strategies based upon industry best practices, as shown in Figure 3. The proposed strategies resolve the gaps identified in Phase 2’s IT Current State Assessment Draft Report. They are based on the County’s priorities, business needs, and goals, and take into consideration the interests of County stakeholder groups, including: Administration, Departments, Employees, Citizens, and Businesses. Further, the IT Modernization Strategies will strategically identify opportunities to build operational efficiencies through integrated enterprise technology, improved access to data in real-time for informed decision-making, enhanced cyber-security, and expanded citizen access to County services through a digital experience. 5.b.a Packet Pg. 51 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 38 Figure 3 – IT Modernization Strategies 3. IT Strategic Roadmap The IT Strategic Roadmap, as shown in Figure 4, will guide Pittsylvania County in planning, procuring, implementing, and managing current and future technology investments and resources over the next (3) years. The corresponding Action Items which appear support the implementation of each IT Modernization Strategy for the County. Avèro Advisors will subsequently develop an IT Strategic Plan Draft Report based upon the prioritized IT Strategic Roadmap of IT Modernization Strategies. Figure 41: IT Strategic Roadmap (Action Items) 5.b.a Packet Pg. 52 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 39 Figure 42: IT Strategic Roadmap (Implementation Timelines) D. IT Strategic Plan The IT Strategic Plan presents Avèro Advisors’ proposed IT Modernization Strategies, as optimally prioritized, based upon industry best practices, institutional knowledge, and input from Pittsylvania County. The IT Strategic Plan will function as the County’s strategic blueprint for IT Modernization over the next three (3) years. The IT Modernization Strategies include improvements to the County’s cybersecurity, service delivery model, IT infrastructure, and enterprise software systems. This document includes a strategic action plan for each prioritized IT Modernization Strategy showcased in the Roadmap, as previously shown in Figure 4. The detailed template showcases each IT Strategy, a strategic action plan for implementation, the gaps being addressed, the 5.b.a Packet Pg. 53 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 40 resources required, any prerequisites, the estimated costs for implementation, the stakeholder groups impacted, and an impact statement. Figure 5 provides a legend for the IT Strategic Plan, which includes a detailed description of each line item included in the template. Figure 5 – Legend (#) – Name of Action Item (color indicates urgency) Immediate (Year 1) Short-Term (Year 2) Long-Term (Year 3) ▪ Gaps Addressed – ● Gaps addressed (and alleviated) by the implementation of the IT Strategy ▪ Action Steps – ● Sequence of activities that must be executed for successful implementation of the IT Strategy. ▪ Prerequisites – ● Action Item that requires completion prior to the implementation of the IT Strategy. ▪ Stakeholders – ● All parties that are impacted by the implementation of the IT Strategy. ▪ Resources – ● Personnel, materials, or other assets required for undertaking the action steps/activities defined in the Action Plan for the implementation of each IT Strategy. ▪ Estimated Costs – ● Estimated costs associated with the implementation of the recommended IT Strategy based on industry research and institutional knowledge. o Please note that any costs provided are general estimates and should be clarified with vendors as the procurement process commences. ▪ Estimated Timeline – ● Estimated timeframe associated with the implementation of the recommended IT Strategy based on industry research and institutional knowledge. ▪ Impact Statement – ● The impact on Pittsylvania County, and its staff, for following through with the implementation of the recommended IT Strategy. 5.b.a Packet Pg. 54 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 41 1. Security First The objective of this section is to not only identify areas that need improvement but also to give Pittsylvania County a set of recommendations and processes to resolve cybersecurity issues through short-term incremental strategies that build upon each other to achieve a sustainable, high-level cybersecurity plan. Based on the Current-State Assessment's key findings, Avèro recognizes that the County currently lacks sufficient security tools to protect its IT assets effectively (e.g., data, devices, systems). Inadequate security across County technologies could lead to disastrous results for the organization, its employees, and its citizens. Furthermore, the COVID-19 pandemic has produced cascading effects and high levels of uncertainty leading to numerous cybersecurity challenges to organizations like Pittsylvania County. Unless a new approach is devised, crises like COVID-19 will continue to challenge the County's operations everytime they emerge. Recognizing the County's immediate security needs, Avèro has identified "Security First" as the initial IT Modernization Strategy to guiding the County's IT planning efforts. Following the NIST's (National Institute of Standards and Technology) guidelines, this layered cybersecurity approach focuses on developing policies & processes in leadership and coordination to better prepare for a major cyber disruption while building a robust, internal cybersecurity workforce to ensure resilience and continuity. To help the County in placing "Security First," Avèro Advisors has identified the corresponding Action Items in terms of security aspects and best practices. These recommended action items focus on mitigating the current & potential security-related gaps, establishing formal policies & procedures for automating, monitoring and analysis, and raising internal awareness regarding cybersecurity. Implementation of the proposed Action Items is especially significant because failure to take adequate cybersecurity measures for prevention and protection from cyber-attacks can easily result in legal liability and public trust loss in the County. Furthermore, building a well-educated internal culture of cybersecurity across the County will set clear expectations for all employees and help mold the organization into the first cyber defense line while ensuring sensitive business data confidentiality. 5.b.a Packet Pg. 55 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 42 #1 – Develop a Cybersecurity Plan ▪ Gaps Addressed – ● The absence of a formal cybersecurity plan, which should include a set of objectives and protocols that address potential incidents and the County's ability to respond and monitor, maximizing the security and resiliency of the organization. ▪ Action Steps – ● Identify critical assets and threats ● Prioritize risks and threats ● Create information security policies & procedures in terms of best practices ● Develop cybersecurity training to educate County staff ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Staff Time ● External Consulting Fee: $29,750 ▪ Estimated Timeline ● Immediate – Year 1 (3 months) ▪ Impact Statement – ● The absence of a cybersecurity plan can lead to failure in responding to a cybersecurity attack. Furthermore, a cyber-attack can expose sensitive County and citizen data while significantly damaging the organization's reputation. Defining the County's cybersecurity landscape's current and optimized future state would subsequently help develop actionable steps to identify policies and procedures for risk mitigation, security maintenance and provide proper training on process tasks and management. The plan would guide the County's IT staff to a proactive approach to cybersecurity. The plan would also ensure the enhancement of security resiliency for the County’s remote workforce infrastructure. Having a formal cybersecurity plan in place would also increase the County's network safety to ensure business continuity and compliance with best practices while fortifying the County network to combat opportunistic cybercrime. Essential pieces 5.b.a Packet Pg. 56 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 43 of the cybersecurity plan include the development of an incident response plan, documented policies and procedures, a cybersecurity office/designee, the inclusion of ITIL (Information Technology Infrastructure Library) principles, and data governance policies including, data accessible by staff and the protection of PII (Personal Identification Information). 5.b.a Packet Pg. 57 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 44 #2 – Implement Awareness Tool for Enterprise Cybersecurity Training ▪ Gaps Addressed – ● The County does not currently have optimized security surveillance across the organization and security training for Pittsylvania County staff. Utilization of a Cybersecurity Awareness Training Tool would empower County employees with up-to- date information on recognizing and mitigating cyber-threats. ▪ Action Steps – ● Procure & Implement “KnowBe4” (https://www.knowbe4.com/) ● Work with County staff to ensure successful utilization of the software ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Software (KnowBe4): $2,175 annually ● External Consulting Fee: $950 ▪ Estimated Timeline ● Immediate – Year 1 (1 week) ▪ Impact Statement – ● A Cybersecurity Awareness Training Tool contains a curriculum for County staff. Within the application, staff members are assigned to various training modules to complete. Further, the optimal Tool allows the County to assess Risk Scores based on each staff member through computer usage, history, and phishing simulation testing, resulting in a more prepared county user base over time. Many recent security breaches in the industry occurred as a direct result of employee negligence. Phishing attempts, malware, and ransomware can be costly attacks that can be avoided with proper training on a recurring basis. These attacks are enormous concerns that every organization faces and can be mitigated by developing training criteria offered by a vendor like KnowBe4. 5.b.a Packet Pg. 58 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 45 #3 – Implement an Antivirus Software Solution ▪ Gaps Addressed – ● The County is without a robust enterprise antivirus solution that protects its infrastructure while building a solid defense against security threats. The County currently uses Windows Defender, a built-in antivirus application within Windows 10 that offers a basic level of cybersecurity protection. ▪ Action Steps – ● Procure & Implement “Bitdefender” (https://www.bitdefender.com/) ● Select an appropriate option, test, and deploy an enterprise-wide Antivirus application ● Work with County staff to ensure successful utilization of the software ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Product cost (Bitdefender): o Software: $4,800 annually o Implementation: $0 ● External Consulting Fee: $950 ▪ Estimated Timeline – ● Immediate – Year 1 (1 week) 5.b.a Packet Pg. 59 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 46 ▪ Impact Statement – ● Antivirus software serves as the gatekeeper of the network. Utilization of a reliable Antivirus solution would provide the County with up-to-date protection from viruses and identity theft, prevention of phishing attacks, blocking spam sites and ads, and more reliable firewall protection. Furthermore, the software would keep the County's data protected from corruption by any of an array of common threats. 5.b.a Packet Pg. 60 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 47 #4 – Implement Security Information & Event Management (SIEM) for Ongoing Cybersecurity Risk Assessment ▪ Gaps Addressed – ● Security Information and Event Management (SIEM) is a software for monitoring and analyzing cybersecurity events, as well as logging data within the County's network in real-time to manage security controls effectively, prevent potential security threats, and reduce the impact of breaches. Including a SIEM in the County's security portfolio would significantly mitigate the County's exposure to external cyber threats. ▪ Action Steps – ● Procure & implement “Tyler Detect” SIEM solution o (https://www.tylertech.com/services/tyler-detect) ● Review incident log ● Assess the level of risk ● Prepare Risk Management Plan ● Implement Risk Management Strategy ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Product cost (Tyler Detect): o Software: $43,000 annually o Implementation: $2,000 ● External Consulting Fee: $3,800 ▪ Estimated Timeline – ● Immediate – Year 1 (1 month) 5.b.a Packet Pg. 61 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 48 ▪ Impact Statement – ● The utilization of SIEM (Security Information and Event Management) software would enable the County to streamline the detection and handling of security events, which may otherwise go unnoticed. By logging the events, the County can use SIEM for reporting purposes, develop a Risk Management Plan, and implement strategies to neutralize risks as they are detected. 5.b.a Packet Pg. 62 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 49 2. Digital County Experience Traditionally, many, if not all, government services at Pittsylvania County have been delivered in person by individual departments utilizing paper-based processes. In general, this approach to providing services to the Pittsylvania County community has led to many internal inefficiencies. Often, these inefficiencies spill over and affect service delivery to citizens and other key external stakeholders. Pittsylvania County covers an area of nearly 1000 square miles, and the current delivery model for citizens to access many County services requires them to visit Chatham. The County wishes to leverage technology to provide County citizens with an enhanced “Digital County Experience.” The County Administration envisions providing Pittsylvania County citizens with a full-service, digital environment, allowing citizens to conduct business with the county from the comfort of their residences if they so choose. This service delivery is more efficient and is crucial during the current social distancing guidelines. This modernization effort would include the optimization of Pittsylvania County’s website through the implementation of Civic Plus’ Online Payment Gateway solution, along with the addition of a mobile application for citizen engagement. Additionally, the County will further expand access to services to both the citizens and businesses of Pittsylvania County through the modernization of enterprise software systems, including a Citizen Access Portal and a Vendor Management Portal. 5.b.a Packet Pg. 63 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 50 #5 – Implement CP-Mobile as an Integrated Mobile Application ▪ Gaps Addressed – ● Lack of a County app/web-based portal to improve community engagement and the relationship between the County government and its citizens at Pittsylvania. ▪ Action Steps – ● Assess mobile application needs and requirements, such as: o App format ▪ (Native vs. Web vs. Hybrids) o Task/app complexity o Frequency of app use o Security o Interoperability o Hardware integration o Internet connectivity o Cost of ownership ● Obtain quotes for CivicPlus' CP-Mobile technology ● Select the appropriate option and implement a solution ● Set up, test, and launch ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ● All County citizens/customers ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Product cost (CP-Mobile): o Software: $4,500 annually o Implementation: $4,500 ● External Consulting Fee: $1,900 ▪ Estimated Timeline – ● Immediate – Year 1 (1 month) 5.b.a Packet Pg. 64 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 51 ▪ Impact Statement – ● Implementing a County mobile application will increase citizen engagement and service delivery Countywide. The optimized County mobile application would allow Pittsylvania County citizens to access the County's information, news, and resources anytime and anywhere based on need. The mobile app would also provide County citizens with various flexible engagement touchpoints, such as paying utility/landfill bills, completing forms, and researching community events. Additionally, utilization of a County app would enable the County to streamline municipal content management seamlessly and significantly reduce the number of walk-in customers the County currently serves. Further, this technological shift would eliminate numerous manual, paper-based workflows presently in place at the County. 5.b.a Packet Pg. 65 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 52 #6 – Implement CP-Pay Online Payment Gateway for Online Payment Acceptance through County Website ▪ Gaps Addressed – ● The County does not utilize online bill pay throughout all departments. The Library, Community Development, and Landfill Departments do not have a point-of-sale system for credit/debit card payment intake, which creates an inconvenience for the citizens of Pittsylvania County, along with creating additional work for processing by the Finance Department. ▪ Action Steps – ● Assess online point-of-sale gateway needs across the County ● Determine payment gateway requirements, such as: o Integration method (Hosted vs. Non-Hosted) o Merchant account o Payment methods (e.g., Visa, MasterCard, AMEX) o Portal support (e.g., permit, tax, utilities, library) o Other gateway features (e.g., PCI DDS compliance, customer support, setup / monthly service/transaction fees) ● Obtain quotes for CivicPlus' CP-Pay technology ● Select the appropriate option and implement a solution ● Set up payment processing infrastructure, payment form, merchant account, etc. ● Integrate customer database and portals with County's website and other systems (e.g., Keystone) ● Test and launch ● Work with County staff to ensure successful utilization of the software ● Work with Public Relations to advertise and promote new functionality ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ● All County citizens/customers 5.b.a Packet Pg. 66 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 53 ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Product Cost (CP-Pay): o Software: $3,000 annually o Implementation: $4,500 o Merchant Services Fees ▪ ~3% per transaction ● External Consulting Fee: $1,900 ▪ Estimated Timeline – ● Immediate – Year 1 (2 weeks) ▪ Impact Statement – ● A CP-Pay Payment Gateway on the County website would provide the County with a fully integrated online payment process, along with eliminating double entry and ensuring PCI compliance. Additionally, the online payment gateway will allow for the security of housing all payment data in a single repository across all County departments. The new CP gateway would also offer Pittsylvania County citizens the convenience of online payment services in a secure manner. 5.b.a Packet Pg. 67 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 54 3. Infrastructure Resiliency Pittsylvania County strives for “Infrastructure Resiliency” in the ability to reduce the magnitude and/or duration of disruptive IT-related events. The effectiveness of a resilient infrastructure or enterprise depends upon its ability to anticipate, absorb, adapt to, and/or rapidly recover from a potentially disruptive event. Pittsylvania County currently lacks basic fundamentals to ensure network resiliency to all staff at all locations throughout the County. Currently, Pittsylvania County does not have a complete Disaster Recovery Plan, an Asset/MDM tracking and deployment solution, system backup and recovery protocol, comprehensive IT policies, procedures, and service level agreements. These are crucial for any technology project’s success and should be clear before moving forward with any planned IT investment. Additionally, the County’s telecommunications network is deficient in several areas. Specifically, the Sheriff’s Office Annex (Hancock Building), Public Safety Building, and the Landfill experience frequent disruptions in connectivity. The Sheriff’s Department and Public Safety Department are critical and must always be connected, as they are essential services that provide aid when citizens are in need throughout the County. Through the implementation of the proposed Action Items, including the development of a complete Disaster Recovery Plan with a co-located site, an IT Asset Management and Software Deployment solution, a Fiber network evaluation, and the use of cloud-based email, the County will improve its level of Infrastructure Resiliency over time. Additionally, these projects will positively make an impact on the County’s network, which will aid the County in providing services to Pittsylvania County citizens. 5.b.a Packet Pg. 68 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 55 #7 – Develop a Comprehensive IT Staffing Plan ▪ Gaps Addressed – ● The County’s IT Department currently lacks a strategic direction or visionary leadership. It is imperative that the County have a Chief Information Officer (CIO) position or function executing the strategic initiatives outlined in this plan. The CIO function would also be responsible for maintaining a forward-thinking, proactive approach to IT service delivery. ● For the implementation of the IT Strategic Plan to be successful over time, the forecasting of specific skill sets is required. A comprehensive staffing plan should address filling skillset gaps as the IT modernization effort at Pittsylvania County takes place. As the County moves forward with the implementation of the IT Strategic Plan, the following four (4) positions will require staffing, whether internal or outsourced. o IT Leadership o System Administrator o HelpDesk Technician o Network Administrator Note – Some of these positions may be shared resources that possess a cross- functional skillset. ▪ Action Steps – ● Assess Current IT Staff Strengths and Weaknesses ● Develop Job Descriptions (scope, skills, etc.) ● Develop Cost Analysis comparing hiring vs contracting specialized IT needs ● Create Position(s) and Commence Recruitment Process ● Hire/Contract ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff 5.b.a Packet Pg. 69 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 56 ▪ Resources – ● IT Staff ● Executive Team ● External Consultants ▪ Estimated Costs – ● Staff time ● Fulltime Salary and Benefits Package: o Base salary o Standard Pittsylvania County Benefits Package ● External Technical Resources o Cost will depend on the scope of monitoring necessary ▪ Estimated Timeline – ● Immediate ▪ Impact Statement – ● The County is set to embark on the implementation of the IT Strategic Plan, which considers investments related to Cybersecurity, Infrastructure and Enterprise Technologies, all of which require specific skillsets for successful outcomes. While technology is powerful, it will not overcome the absence of core competencies required for IT Leadership and IT Service Management. Pittsylvania County’s leadership is dedicated to bringing digital services to citizens and business owners securely. Ensuring the right team members are in place to manage the IT infrastructure in Pittsylvania County is essential for the success of the “Connected County” initiative as IT needs expand and new technologies require advanced support. To do this, new roles will emerge to run operations efficiently and securely. 5.b.a Packet Pg. 70 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 57 #8 – Develop a Disaster Recovery Plan for Business Continuity ▪ Gaps Addressed – ● The absence of a formal Disaster Recovery Plan that would outline the protocols for business continuity in the instance of a system failure. ▪ Action Steps – ● Conduct backup testing and specify data backup procedures ● Assess risks to continuity of business operations ● Create a plan for the backup center of operations ● Develop co-located Infrastructure for Disaster Recovery ● Implement an additional VMWare host and Storage Area Network (SAN) for Disaster Recovery Planning ● Establish vendor relationships for emergency replacement of equipment ● Create a plan for re-establishment of operations ● Test plan and refine based on results of initial and annual testing ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Staff time ● External Consulting Fee (TBD – Needs Additional Scoping) ▪ Estimated Timeline – ● Immediate – Year 1 (12 months) 5.b.a Packet Pg. 71 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 58 ▪ Impact Statement – ● A formal disaster recovery plan should be developed and documented, including use cases for annual testing, at a minimum. The County should maintain fault-tolerant, duplicate internet connections for enhanced business continuity and resiliency. Additionally, the County would use a geographically dispersed location (co-location) to house its mirror site and continue to use the current practice of regular data backups and application/database redundancy to provide business continuity. ● System backup is the process of backing up the operating system, files, and system- specific useful/essential data. Backup is a process in which the state, files, and data of a computer system are duplicated to be used as a backup or data substitute when the primary system data is corrupted, deleted, or lost. It is also critical that IT tests to ensure a full system restore can be completed from a system backup. ● Testing the ability to restore from a backup is vital for the continuity of business operations in Pittsylvania County. If an application becomes compromised in any way, the County needs to rely on a full restore from a backup to continue business operations. Developing and testing use cases based on a multitude of scenarios can prepare the County for system restoration in the case of an event which requires disaster recovery. 5.b.a Packet Pg. 72 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 59 #9 – Implement an ITSM Solution for IT Services Management ▪ Gaps Addressed – ● The current SysAid software is not fully utilized to streamline processes and maximize IT helpdesk management and service delivery. ▪ Action Steps – ● Assess current needs regarding IT Services (HelpDesk) Management ● Procure & Implement “Solarwinds – Service Desk” o (https://www.solarwinds.com/service-desk) ● Select the appropriate option and implement optimal module(s) ● Set up, test, and launch ● Work with County staff to ensure successful utilization of the software ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Product cost (Service Desk): o Software: $2,500 annually o Implementation: $5,000 ● External Consulting Fee: $1,900 ▪ Estimated Timeline – ● Immediate – Year 1 (2 weeks) 5.b.a Packet Pg. 73 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 60 ▪ Impact Statement – ● An optimized ITSM solution for IT Services Management would enhance the IT HelpDesk Management process and allow the IT Staff to enhance overall service delivery to Pittsylvania County staff. The optimized ITSM system would also allow IT Staff to appropriately identify points of flexibility and adaptability within the services they provide and ensure IT resources are aligned with business requirements. This also ensures IT service requests are handled efficiently and effectively to keep the organization running at an optimum level. Additionally, data analysis and trend analysis of completed tickets will result in proactive helpdesk management over time. 5.b.a Packet Pg. 74 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 61 #10 – Implement a Systems Management Tool for Asset Management ▪ Gaps Addressed – ● The County does not have an asset management tool for tracking and managing hardware and software Countywide. A sophisticated asset management tool would enable IT Staff to maintain the County's software and hardware inventory efficiently through an automatic system scanning process. ▪ Action Steps – ● Obtain quotes from PDQ software vendor for the asset management tool ● Select the appropriate option and install the software ● Setup integrations, test, and launch ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Software: $500 annually ● External Consulting Fee: $325 ▪ Estimated Timeline – ● Immediate – Year 1 (1 week) ▪ Impact Statement – ● Implementing an IT Asset Management (ITAM) Tool will allow IT Staff to efficiently track, control, and maintain the County's IT assets (e.g., hardware & software). The ITAM Tool would track assets in real-time, including but not limited to, the asset's useful lifecycle, software installed on the asset, and the management of unused assets like hardware or licenses. Ultimately, the ITAM tool will provide County IT with an efficient process to track current assets, asset costs, and the necessary information to make well-informed technology purchases in the future. 5.b.a Packet Pg. 75 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 62 #11 – Implement a Software Deployment Tool for Patch Management ▪ Gaps Addressed – ● The County is in need of a Patch Management tool to streamline the patch management life cycle, including scanning the enterprise network for vulnerability, examining the exposure and identifying missing patches, patch testing and deployment for cybersecurity, and generating status reports on the latest patch updates. ▪ Action Steps – ● Obtain quotes from PDQ software vendor for the patch management tool ● Setup, test, and launch ● Select the appropriate option and install the software ● Identify resources eligible for patch management ● Identify when and how patches can be deployed ● Develop a schedule for completing patches ● Notify stakeholders that a patch is slated to commence, along with the impact ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Software: $500 annually ● External Consulting Fee: $325 ▪ Estimated Timeline – ● Immediate – Year 1 (1 week) 5.b.a Packet Pg. 76 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 63 ▪ Impact Statement – ● System and network patching is an essential preventative measure that is necessary to keep all devices and network up-to-date, improve performance, and fix existing flaws, such as security vulnerabilities, bugs, and other operational errors. It is critical that patching is monitored and completed regularly. 5.b.a Packet Pg. 77 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 64 #12 – Develop IT Policy & Procedures for Standardization of IT Service Delivery ▪ Gaps Addressed – ● Inadequate IT Governance Program to make more consistent decisions related to IT investments. An enterprise approach to decision-making regarding IT investments should be in place in processes such as software and vendor selection to decrease potential future conflicts between departmental applications. ● Loosely defined protocols for governing IT-related service requests. Moreover, there is no prioritization regarding requests with respect to each department's business needs. Despite the IT Department's utilization of SysAid as the organization's ticketing system, this method has yet to be proven more effective than calling IT directly. This workaround results in IT Staff developing a service request in SysAid after the task is completed. Additionally, without a governed approach to IT Services Management, data analysis and trend analysis does not take place for proactive helpdesk management. ● Deficient formal IT policies and procedures, including documentation for IT service level agreements with departments across the County. ▪ Action Steps – ● Develop a Catalog of IT Services ● Develop Service Level Agreements ● Specify IT Usage Standards ● Document IT Policies ● Develop IT Policies & Procedures Manual ● Develop Enterprise Architecture Plan and Policies ● Publicize policies across the County (end users) ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant 5.b.a Packet Pg. 78 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 65 ▪ Estimated Costs – ● Staff time ● External Consulting Fees: $29,300 ▪ Estimated Timeline – ● Immediate – Year 1 (1 month) ▪ Impact Statement – ● Approaches to computer usage, remote access, internet access, IT equipment procurement, and many other activities should be standardized and communicated throughout the County. Policies should be defined to establish Standard Operating Procedures (SOPs) that are uniform and to establish the foundation for enforcement of these policies. Failure to maintain relevant policies and procedures places the County in a position of vulnerability, specifically as it relates to cybersecurity and expenditures on inappropriate use of IT resources. ● IT and other stakeholders should develop Policies & Procedures that result in a clear delineation of responsibilities. Currently, there is some confusion about IT services offered. Drafting IT Policies & Procedures would clear up any confusion surrounding IT's offerings and service levels. Additionally, the policies and procedures should be easily accessible through the County's intranet for employee reference. 5.b.a Packet Pg. 79 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 66 #13 – Implement Enterprise Mobile Device Management (MDM) ▪ Gaps Addressed – ● Lack of Mobile Device Management (MDM) solution to manage mobile devices Countywide. This solution would enable IT to more accurately track devices assigned to individuals who usually work in the field. An MDM would also allow for remote erasure of lost or stolen mobile devices, ensuring that confidential information stays secure. End users would access standardized applications for County devices available through an application store via the MDM. ▪ Action Steps – ● Determine the type and number of devices needed to manage and how the County wants to manage through the prospective MDM solution ● Procure & Implement MDM Software (“VMWare – Workspace One”) o (https://www.vmware.com/products/workspace-one.html) ● Facilitate end-user training ● Work with County staff to ensure successful utilization of the software ▪ Prerequisites – ● Implement Cybersecurity Best Practices ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ▪ Estimated Costs – ● Product Cost (VMWare – Workspace One): o Software: $13,000 annually o Implementation: $20,000 ● External Consulting Fee: $3,800 ▪ Estimated Timeline – ● Immediate – Year 1 (1 month) 5.b.a Packet Pg. 80 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 67 ▪ Impact Statement – ● Unmanaged mobile devices present a wide variety of attack vectors leading to a substantial security threat to the County's enterprise network. Implementing an optimal MDM solution would improve mobile security throughout the organization's network while enabling IT Staff to more accurately track devices given to individuals. The MDM software would allow IT Staff to monitor and manage County employees' mobile devices (e.g., laptops, smartphones, tablets) efficiently while ensuring mobile devices are up to date on software patches that could fix security vulnerabilities. Additionally, the MDM application can help control remote access to highly sensitive data, provide user authentication, and enable the County to track and perform remote data locking and wiping on lost or stolen devices. 5.b.a Packet Pg. 81 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 68 #14 – Standardize Conference Room Infrastructure for Audio-Visual Needs ▪ Gaps Addressed – ● Absence of standardized conference room hardware and software to improve productivity as well as user experience and align with the County's presentation and virtual meeting needs. ▪ Action Steps – ● Assess existing conference technology, equipment, and network bandwidth setup ● Identify room types and layout needs ● Identify future technology, resources, and associated costs ● Conduct Market Scan ● Obtain quotes from technology vendors ● Select and implement optimal equipment ● Setup, test, and launch ● Work with County staff to ensure successful utilization of equipment ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ▪ Estimated Costs – ● Staff Time ● Additional Hardware / Software ● External Consulting Fee: $950 ▪ Estimated Timeline – ● Immediate – Year 1 (2 weeks) 5.b.a Packet Pg. 82 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 69 ▪ Impact Statement – ● Standardizing all conference room technology and equipment would optimize the County's presentation capabilities. Standardization would also allow the IT Staff to provide troubleshooting and tech support easier while preventing any unnecessary delay due to "technical difficulties." The standardization would also improve usability as County end-users would not have to familiarize themselves with different equipment. 5.b.a Packet Pg. 83 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 70 #15 – Migrate On-Premise Email (Exchange 2019) to Office 365 ▪ Gaps Addressed – ● Conflicting use of on-premise and cloud-based versions of Microsoft solutions. The County currently uses the on-premise version of Microsoft Exchange Server 2019 that was purchased in 2018, along with a new server to host the organization's email. In 2020, Microsoft offers an upgrade package, which also includes cloud-based email, along with the Microsoft Teams collaboration tool, which supports teleworking for a marginal cost. The County could migrate all Microsoft applications, including Office and email to the cloud, and re-purpose the recently purchased server to prevent maxing out the storage capacity from on-premise email through Exchange Server 2019. ▪ Action Steps – ● Conduct return on investment (ROI) analysis on continuing self-hosting email server vs. migrating to cloud-based service ● Develop a cloud migration plan ● Select the appropriate option and implement a solution ● Setup, test, and launch ● Work with County staff to ensure successful utilization of the software ▪ Prerequisites – ● Fully Deploy Office 365 as a Cloud-based Enterprise Suite of Office Applications ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultants ▪ Estimated Costs – ● Staff time ● Monthly Software as a Service (SaaS) fees vary based upon Product Office 365 ProPlus (No Email) o $10.74 per user/month Office 365 – Plan G3 o $18.68 per user/month ● External Consulting Fee (TBD) 5.b.a Packet Pg. 84 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 71 ▪ Estimated Timeline – ● Immediate – Year 1 (1 month) ▪ Impact Statement – ● A self-hosted Microsoft Exchange 2019 is currently used for the County's email system. The on-premise mail exchange server requires substantial investments in hardware to maintain and upgrade the infrastructure required to run the applications. The County's IT Staff is also required to maintain in-house security protocols for disaster recovery to ensure that system backups are available and tested for restoration in the event of a system outage. These limitations can be addressed by moving to a cloud-based email system. ● A transition to a cloud-based platform would provide the County with reliable integration between office applications and email data while ensuring mobility, lower maintenance and administration fees, and industry compliant security. The migration to the cloud-based email server ensures that the County would benefit from the latest Office applications and upgrade patches available through ongoing access to the most current version on a user-defined, subscription basis. 5.b.a Packet Pg. 85 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 72 #16 – Evaluate Fiber Footprint to Improve Connectivity Across County Facilities ▪ Gaps Addressed – ● Unreliable internet connectivity to remote sites within the County, specifically, the Community Policy and Management Team (CPMT) Department, which is just across the street from the main County Administration building. CPMT frequently suffers from internet outages and experiences bottlenecks in its operational processes resulting from being offline. The Hancock Building, a Sheriff's Department annex, suffers frequent outages and the Sheriff's IT resource needs to reset their network numerous times each month. Additionally, the Landfill and the County's Public Safety Department experience unreliable internet connectivity due to radio tower outages and failures. ▪ Action Steps – ● Working with the GIS Coordinator, identify and document the County's fiber-optic network at the strand level ● Assess existing and potential risks of current fiber setup ● Develop protocols for utilization of the network, working with other municipal agencies, school districts, etc. ● Develop a plan for management, proliferation, and where applicable, monetization of the network ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● GIS Coordinator ● External Consultants ▪ Estimated Costs – ● Staff time ● External Consulting Fee (TBD) 5.b.a Packet Pg. 86 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 73 ▪ Estimated Timeline – ● Short-Term – Year 2 (2 months) ▪ Impact Statement – ● The Fiber Footprint Evaluation would include analyzing the current state of fiber optic and radio connections between County buildings. The evaluation would also identify existing/potential risks and future business needs and opportunities to improve connectivity across the County and create operational efficiency based upon IT modernization best practices. The outcome of the evaluation would provide solutions and necessary actions to improve departmental connectivity and communications and reduce long-term telecommunications costs for the organization. Further, in light of the COVID pandemic, the County can plan efforts to expand connectivity to the remote corners of the County, with specific consideration to schools and libraries in rural areas. 5.b.a Packet Pg. 87 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 74 4. Data-Driven Decisions As the digital world is in a constant state of flux, organizations like Pittsylvania County need to leverage data for more informed, real-time decision-making across the organization. Modernized enterprise software systems offer workflow automation for process optimization and access to data in real-time. Advancements in business intelligence technologies provide executives with dashboarding tools for data visualization of key performance indicators tracked by a business to assess various aspects of performance while generating actionable insights through scenario planning. The County currently struggles to leverage its unstructured information and documents using available technological resources and processes. Inadequate technological tools and lack of integration between enterprise systems lead to cumbersome paper-based processes and prevent the County employees from communicating, storing, analyzing, and managing data across the organization effectively to serve its community better. Using industry best practices of enterprise IT, Avèro Advisors has developed the corresponding Action Items to help Pittsylvania County mitigate current gaps and achieve its business objectives to enhance data- driven decision-making by harnessing the functional capacity of modern enterprise technologies. These proposed activities offer guidance on driving and improving enterprise content and business process management to help reduce operational costs, streamline processes, and further enhance service delivery through technology modernization approach and best practices. This is vital for optimization because “Data-Driven Decisions” can substantially impact the County’s business depending on the quality of data being provided and how efficient the business processes and technological tools are utilized to analyze and produce the value of the data. 5.b.a Packet Pg. 88 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 75 #17 – Redeploy Laserfiche as an Enterprise Electronic Content Management (ECM) System ▪ Gaps Addressed – ● The County lacks standardized policies and procedures involving the use of Laserfiche (electronic document management system). The County pays for the electronic content management system, but the system currently is being underutilized due to the knowledge gap between the Laserfiche vendor and County end-users. As a result of the ongoing underutilization of Laserfiche, the County departments remain inundated with hardcopy paper, which leads to creation of bottlenecks and inefficiencies in business process execution. Moreover, some workstations currently use an outdated version (10) of Laserfiche, while the up-to-date version is 10.4. ● Inadequate training for enterprise software currently being utilized by County staff. The current electronic document management system, Laserfiche, and other software applications (e.g., Granicus Legislative Management (Accela), QS/1, CentralSquare) are not utilized to their full capacity due to a perceived lack of training. ● Laserfiche and OneDrive offer similar functionality but are explicitly different when talking about application usage. OneDrive is meant to be a collaboration tool allowing staff to work in real-time. OneDrive is like having a “USB drive in the cloud” for temporary documents that typically fall outside of workflow. On the other hand, Laserfiche is meant to take manual, paper-driven document processes and streamline them into an automated, electronic workflow. For example, Contract Management is a manual, paper-driven process. Paper contracts are passed from signatory to signatory until each signature is captured and the document is fully executed. Laserfiche would allow specific users to edit a standard contract template pre-built in the platform and send that electronic document to individuals to gather necessary signatures. Additionally, if there is an issue with the contract and modifications were necessary, Laserfiche has version control features that allow users to review the document's previous iterations. Laserfiche also offers dashboards and automated notifications for users who have outstanding tasks within a given workflow. Furthermore, Laserfiche acts as a workflow-driven, centralized repository for electronic content management, allowing organizations to set up naming conventions and metadata tags that suit the organization’s business requirements. This functionality ensures that users can easily keyword search Laserfiche to find the documents they need from virtually anywhere. 5.b.a Packet Pg. 89 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 76 ▪ Action Steps – ● Assess needs across County departments regarding document/content management o Determine the number of users who need Laserfiche access in each department o Determine software features needed per department ● Obtain quotes from resellers of enterprise Laserfiche ● Select the appropriate option and implement a solution ● Set up user accounts and user group permission ● Develop a Countywide document taxonomy to classify content into specific groups ● Build a business process to automate document management workflows with Laserfiche per department or user group ● Manage and store records & content within Laserfiche in accordance to applicable document retention policies and regulations ● Facilitate end-user training (online and in-person) ● Work with County staff to ensure successful utilization of the software ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff o External Consultant ▪ Estimated Costs – ● Product Cost (~100 users): o Software: $25,000 annually o Implementation: $50,000 ● External Consultant Fee: $31,000 ▪ Estimated Timeline – ● Immediate – Year 1 (2 months) 5.b.a Packet Pg. 90 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 77 ▪ Impact Statement – ● Laserfiche is an enterprise content management (ECM) software system designed for organizations of all sizes to organize, manage, store and distribute digital content (e.g., business documents, images, administrative records, emails). Since the software is designed for enterprise-level organizations, Laserfiche offers large storage for content and allows organizations to store, track, edit, and collaborate on content creation while maintaining predefined security levels. Employees at every level of the organization can access and exchange information using Laserfiche based on user privileges assigned by a system administrator. Further, Laserfiche can be integrated with core enterprise software systems to expand electronic content management into functional workflows across the organization. ● Full redeployment of Laserfiche into key business processes across all County departments to aid in optimizing the electronic document creation and management processes. The redeployment of Laserfiche into crucial business processes Countywide, along with the expansion of end-user training support, would streamline critical workflows, reduce the amount of hardcopy paper passed between departments, and enhance security in document management. The redeployment would store metadata about documents to enable easy search and retrieval operation. The integration of Docu-Sign and Laserfiche would also provide an enhanced digital solution for signing and approval processes across County departments. Furthermore, the use of Laserfiche would enable the County to utilize the document audit trail function, which would incorporate version control features and allows users to review changes made to the document. 5.b.a Packet Pg. 91 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 78 #18 – Fully Deploy Office 365 as a Cloud-based Enterprise Suite of Office Applications ▪ Gaps Addressed – ● The County has yet to fully deploy Microsoft Office 365 as a Cloud-based Enterprise Suite across the County. The County's IT Department recently obtained licenses for Office 365 Suite (ProPlus), including Office applications and OneDrive for Business, for use across the County. Additionally, some workstations still run the outdated, individual Office versions, such as MS Office Home and Business 2013 and 2019. OneDrive could act as a “USB drive in the cloud” for the County, allowing staff to virtually work from anywhere while still accessing files and collaborating with teammates. ● Quasi-county employees, including the Library and members of the Board of Supervisors, are not currently utilizing County email through on-premise Exchange Server 2019. The Library staff utilizes Google for email services and does not have access to the pittgov.org email domain (Library uses the pcplib.org domain). ▪ Action Steps – ● Run inventory reports to identify workstations that require a software upgrade ● Develop a schedule for completing the deployment and notify stakeholders ● Deploy cloud-based Office 365 Suite on identified workstations ● Work with County staff to ensure successful upgrade/utilization of the software ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● External Consultant ▪ Estimated Costs – ● Product Cost: o Software: $33,000 annually o Implementation: $10,000 ● External Consultant Fee: $1,900 5.b.a Packet Pg. 92 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 79 ▪ Estimated Timeline – ● Immediate – Year 1 (1 week) ▪ Impact Statement – ● Full deployment of Microsoft Office 365 Suite would keep all County email up-to-date with the most current versions of Microsoft Office applications (Word, Excel, and Powerpoint) and provide reliable collaboration as well as robust security. The cloud- based Office suite also includes the OneDrive for Business application that offers more file storage and enhances flexibility and security in file access and sharing instead of heavily relying on a local drive and other 3rd party storage services. ● Microsoft’s OneDrive for Business is a file hosting and synchronization service, which is included as part of the cloud-based version of Office365. OneDrive offers various storage options for businesses based upon the subscription plan of Office365 and can act as a “USB drive in the cloud” for County employees. OneDrive is considered a content collaboration tool, allowing staff members to review and build real-time documents from anywhere. OneDrive offers quick file sharing solutions for documents, images, videos, and other files between users within an organization. Additionally, OneDrive may be used for backing up files on an end user’s workstation, which gives them the ability to work anywhere from any device. 5.b.a Packet Pg. 93 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 80 #19 – Implement an Enterprise Customer Relationship Management (CRM) System ▪ Gaps Addressed – ● Under-utilized Citizen/Customer Relationship Management (CRM) system to manage communications with business leads (Economic Development), citizens (County Administrator), volunteers (Pet Center), and other external stakeholders to conduct external outreach more efficiently. ▪ Action Steps – ● Assess the needs across County departments for Citizen/County engagement o Determine the number of users that needs CRM access across the County o Identify the number of customer contacts the County would like to store and manage o Determine CRM features needed ● Obtain quotes from Hubspot vendor ● Select the appropriate option and implement the solution ● Set up user accounts, customize user permissions, and install integrations ● Work with County staff to ensure successful utilization of the software ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ● All County Citizens ▪ Resources – ● IT Staff ● Economic Development ● External Consultant ● County Administrator ● Pet Center ● Parks & Recreation ▪ Estimated Costs – ● Product Cost (10 users & 1,000 contacts): o Software: $2,400 annually o Implementation: $500 ● External Consultant Fee: $950 5.b.a Packet Pg. 94 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 81 ▪ Estimated Timeline – ● Immediate – Year 1 (1 week) ▪ Impact Statement – ● A robust CRM solution (Hubspot) would allow Pittsylvania County to increase the management of communications with external County stakeholders, including citizens and other municipalities. Additionally, a CRM would allow for greater management of County contacts, including donors and volunteers (Pet Center) and land developers (Economic Development). Hubspot would enable the Economic Development Department to increase the efficiency through the exchange information with neighboring municipalities (the City of Danville) and the Virginia Economic Development Department. Furthermore, Hubspot integrates well with other CRMs used by other agencies to allow Pittsylvania County’s Economic Development Department to sync their marketing, sales, and reporting efforts where appropriate. 5.b.a Packet Pg. 95 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 82 #20 – Deploy ESRI as an Enterprise Geographic Information System (GIS) ▪ Gaps Addressed – ● The County currently has one (1) GIS license for one (1) staff member from the Community Development Department that handles all Pittsylvania County GIS needs. GIS needs to be used by departments across the County, including Public Safety, Parks & Recreation, and the Voter's Registrar. An enterprise-level Geographic Information System (GIS) would help the county increase GIS efficiency and efficacy. ▪ Action Steps – ● Determine GIS features & needs to meet the County's immediate requirements: ● Select the Small Municipal and County Government EA Program (Level 3) option and implement enterprise ArcGIS Pro o https://www.esri.com/en-us/industries/enterprise-agreement/government ● Facilitate end-user training ● Work with departments to ensure successful utilization of the software ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ● All County Citizens/Customers ▪ Resources – ● IT Staff ● GIS Coordinator ● External Consultants ▪ Estimated Costs – ● Product Cost: o Software: $50,000 annually ▪ Level 3 (50,000 – 100,000) o Hardware: TBD o Implementation: $100,000 ● External Consulting Fee: $57,000 ▪ Estimated Timeline – ● Immediate – Year 1 (6 months) 5.b.a Packet Pg. 96 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 83 ▪ Impact Statement – ● The County’s high-level GIS requirements have been identified as: o Dashboard for Daily Analysis Reports (County Administration) o Community Development-related Layers o Tax-related Layers (Commissioner of the Revenue and the Treasurer's Office) o Physical Asset Mapping (Public Works and Public Safety) o Re-districting (Voter's Registrar) Transitioning from a single user license to an enterprise license would allow multiple users/departments to access GIS data and provide more exceptional map-based management capabilities for Pittsylvania County citizens. A single, authoritative, GIS database would allow various County systems (e.g., Land Management, Event & Recreation Management, Election Management, and Work Order Management) to fully integrate with GIS for parcel and addressing information – without manual processing. New web-based self-service GIS tools built on current technology also offer faster performance, greater flexibility, and enhanced visual appeal enabling the GIS Coordinator to spend more time on GIS infrastructure, data updates & training, and less time making maps based on individualized demand. 5.b.a Packet Pg. 97 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 84 #21 – Procure & Implement New Mobile Data Terminals (MDTs) ▪ Gaps Addressed – ● Lack of Mobile Data Terminal (MDT) devices in Public Safety vehicles to receive and transmit data among units and provide effective electronic communications between County staff (Sheriff/First Responders) and the central Dispatch office while in the field. ▪ Action Steps – ● Determine the features and number of MDT devices needed to install County-wide ● Obtain quotes from prospective MDT system vendors ● Procure and implement optimal MDT solution ● Set up, test, and launch ● Work with County staff to ensure successful utilization of the devices ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● Public Safety Staff ● Sheriff's Office Staff ● External Consultants ▪ Estimated Costs – ● Staff time ● Product cost: ~$350,000 ▪ Estimated Timeline – ● Immediate – Year 1 (1 month) 5.b.a Packet Pg. 98 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 85 ▪ Impact Statement – ● MDTs are essential to law enforcement/public safety operations because these computer devices allow officers to access the County's police information systems and other databases via secure access to various information bureaus while on the go. MDT devices also offer capabilities to capture and collect data, check licenses, print tickets, and so much more. Additionally, the utilization of MDTs provides County staff with the ability to easily communicate, allowing information exchange capabilities in real-time between the central dispatch office and first responders/sheriffs to become more efficient while in the field. 5.b.a Packet Pg. 99 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 86 #22.a – Replace Keystone – Financial Management System ▪ Gaps Addressed – ● Keystone's budgeting and grants modules are not optimal, which leads to manual budgeting and grants administration processes using other 3rd party applications (e.g., MS Excel). ● Lack of automation on requisition management and 3-way matching processes for purchasing and accounts payable functions. Additionally, the absence of a contract management system leads to inefficiency in tracking and managing the production and management of contracts, service level agreements, etc. ● Absence of a vendor self-service portal to increase the overall efficiency of vendor registration, ongoing management, and decrease the total time from requisition to payment. The vendor management process is currently a manual process, where hard copy paperwork tends to create bottlenecks in processing. ● Lack of integrations between Keystone and other systems, such as Water & Sewer's payment collection system (QS/1) and check scanning solution (Jack Henry & Associates). ▪ Action Steps – ● System Functionality Audit ● Conduct Market Scan ● Business Process Optimization (Future-State) ● Requirements Definition ● System Audit Report ● Develop RFP Document (including System Evaluation Criteria) ● Solicit RFP Responses from Vendors ● Evaluate Proposals from Software Vendors ● Select Optimal Software Vendor ● Negotiate Contract with the Selected Software Vendor ● Implement Software Solution ● System Configuration, Testing, and Training ● Go-Live and Post-Go-Live Support ▪ Prerequisites – ● None 5.b.a Packet Pg. 100 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 87 ▪ Stakeholders – ● All County Staff ● All County Citizens/Customers ▪ Resources – ● IT Staff ● Financial Staff ● External Consultants ● Treasurer's Office Staff ● Commissioner of the Revenue Staff ▪ Estimated Costs – ● Staff time ● Software fees vary by vendor (TBD) ● External Consulting Fee: $98,800 ▪ Estimated Timeline – ● Immediate (Year 1) – Long-term (Year 3) ▪ Impact Statement – ● The Financial Management System Replacement would include a comprehensive analysis of financial management's current state (general ledger, budget, purchasing, accounts payable, accounts receivable, cash receipts, payroll, grants management, and capital assets) processes at the County, based upon the use of Keystone. The analysis would focus on capturing any existing bottlenecks (e.g., paper-based workflows, lack of functionality & data transparency) and identifying the functional capacity to meet current and future financial management needs. This analysis would also provide insights into other modern, comparable solutions and include optimized future state workflows and system requirements based on IT modernization best practices to enhance financial management & accounting efficiency. Additionally, an RFP document would be developed for an optimal Financial Management System, followed by system evaluation, contract negotiation, and system implementation within this strategy. ● An updated Financial Management system would be used as a single repository for all information regarding the County's business operations. The system would provide seamless access to all relevant users based on roles and responsibilities to track preset operational metrics close to real-time. The new financial system would also automate standard business processes (e.g., accounts receivable, accounts payable, budgeting) to improve efficiency and integrate with other enterprise systems to have relevant data across departments, such as HR, Payroll, and Community Development. Moreover, this system would streamline processes such as PO management, vendor/contract management, grant management, and fixed asset management (depreciation and lifecycle management). 5.b.a Packet Pg. 101 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 88 #22.b – Replace Keystone – Community Development System ▪ Gaps Addressed – ● Antiquated Enterprise Land Management (ELM) system to efficiently carry out Community Development related tasks such as permitting, licensing, plan review, and inspections. The Community Development Department's current system, Keystone, does not include a citizen access portal to allow the online submission of permit applications or electronic plans. The current solution does not offer a mobile application for staff to review and conduct inspections while in the field. These deficiencies create bottlenecks and workarounds within the Community Development Department. ▪ Action Steps – ● System Functionality Audit ● Conduct Market Scan ● Business Process Optimization (Future-State) ● Requirements Definition ● System Audit Report ● Develop RFP Document (including System Evaluation Criteria) ● Solicit RFP Responses from Vendors ● Evaluate Proposals from Software Vendors ● Select Optimal Software Vendor ● Negotiate Contract with the Selected Software Vendor ● Implement Software Solution ● System Configuration, Testing, and Training ● Go-Live and Post-Go-Live Support ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ● All County Citizens/Customers 5.b.a Packet Pg. 102 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 89 ▪ Resources – ● IT Staff ● Community Development Staff ● External Consultants ▪ Estimated Costs – ● Staff time ● Software fees vary by vendor (TBD) ● External Consulting Fee: $72,800 ▪ Estimated Timeline – ● Immediate (Year 1) – Long-term (Year 3) ▪ Impact Statement – ● The Community Development System Replacement would include a thorough analysis of the current state of community development at the County based upon Keystone's use. The analysis would focus on capturing any existing bottlenecks (e.g., paper-based workflows, lack of functionality & data transparency) and identifying functional capacity to mitigate gaps and meet current & future needs. This analysis would also provide insights into other modern, comparable solutions and include optimized future state workflows and system requirements (e.g., electronic plan review and mobility for field inspections) based on IT modernization best practices for community development management efficiency. Additionally, an RFP document would be developed for an optimal Community Development System, followed by system evaluation, contract negotiation, and system implementation within this strategy. ● A modern, comprehensive Community Development system would streamline all actions based on parcels (consistent with the County's GIS platform), including permits, inspections, investigations, plan reviews, zoning, project plans, code enforcement, etc. The new system would integrate with the County's GIS platform to automatically update any parcel information changes made within the GIS system. This system would also integrate with the Financial ERP and Citizen Database to provide a single view of the customer and track code conformance over a predetermined time. Furthermore, the community development system would be mobile-enabled to allow field workers to compile inspection reports remotely, including a template-based document generation system to speed the completion of inspection reports in the field. ● Finally, the community development system would interface with the County's optimized website through a Citizen Access Portal and provide citizens with a fast and easy way to schedule inspections and pay for permits online. The web interface would integrate with the County's customer portal and a single merchant account for payment processing and customer service. 5.b.a Packet Pg. 103 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 90 #22.c – Replace Keystone – Human Resource Management System ▪ Gaps Addressed – ● Antiquated Human Resources Information System (HRIS) and absence of automated workflows across various County Departments to manage human resource responsibilities such as Job Planning & Recruitment, Performance Evaluation, Skill Development, Labor Relations, Safety & Health, Employee Benefits, etc. The volume of hard copy paperwork within and between Departments related to operational processes, such as Time and Attendance, and Payroll, creates bottlenecks across the organization. ● Inefficient business processes encompassing Time and Attendance, which impacts each Department. Hardcopy timesheets are currently being collected from staff, then manually entered into Microsoft Excel spreadsheets to be sent to Finance. More specifically, the Payroll Specialist is experiencing excessive data entry and manipulation regarding overtime and on-call hours from the Sheriff's Office and Public Safety/EMS staff. ▪ Action Steps – ● System Functionality Audit ● Conduct Market Scan ● Business Process Optimization (Future-State) ● Requirements Definition ● System Audit Report ● Develop RFP Document (including System Evaluation Criteria) ● Solicit RFP Responses from Vendors ● Evaluate Proposals from Software Vendors ● Select Optimal Software Vendor ● Negotiate Contract with the Selected Software Vendor ● Implement Software Solution ● System Configuration, Testing, and Training ● Go-Live and Post-Go-Live Support ▪ Prerequisites – ● None 5.b.a Packet Pg. 104 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 91 ▪ Stakeholders – ● All County Staff ● All County Citizens/Customers ▪ Resources – ● IT Staff ● HR Staff ● External Consultants ▪ Estimated Costs – ● Staff time ● Software fees vary by vendor (TBD) ● External Consulting Fee: $59,600 ▪ Estimated Timeline – ● Immediate (Year 1) – Long-term (Year 3) ▪ Impact Statement – ● The HRIS System Replacement would include an analysis of Human Resources operations' current state across the HR lifecycle of a resource (from recruitment through retirement) to capture any existing bottlenecks (e.g., paper-based workflows, lack of functionality & data transparency) based upon Keystone's use. The analysis would also focus on developing optimized future state workflows based on IT modernization best practices and identifying system requirements and functionality to mitigate gaps and meet current & future HR-related needs. Additionally, an RFP document would be developed for an optimal HRIS System, followed by system evaluation, contract negotiation, and system implementation within this strategy. ● A comprehensive Human Capital Management System would enable Pittsylvania County HR to manage Skill Development, Labor Relations, Planning & Recruitment, Safety & Health, and Employee Benefits. The new system would include a time tracking system and integrate with the County's financial system to automate the payroll & financial reporting processes and balance reconciliation. Time tracking software would be used by all employees of the County to report time spent on defined and undefined activities at regular intervals. Time tracking software would keep track of the time worked by individual employees. Additionally, this Human Capital Management system would include modules for performance management, talent management, succession planning, and self-service. 5.b.a Packet Pg. 105 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 92 #23 – Conduct Systems Audit of CentralSquare – Public Safety Suite (CAD & RMS) ▪ Gaps Addressed – ● Inability of Public Safety staff to easily access data for reporting purposes fron the Computer Aided Dispatch (CAD) module within CentralSquare Public Safety Suite. ▪ Action Steps – ● Business Process Analysis (Current-State) ● System Functionality Audit ● Conduct Market Scan ● Business Process Optimization (Future-State) ● Requirements Definition ● System Audit Report ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff ● All County Citizens/Customers ▪ Resources – ● IT Staff ● Public Safety Staff ● External Consultants ▪ Estimated Costs – ● Staff time ● External Consulting Fee: $80,200 ▪ Estimated Timeline – ● Immediate – Year 1 (2 month) 5.b.a Packet Pg. 106 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 93 ▪ Impact Statement – ● The CentralSquare System Audit would include an analysis of the current state of Public Safety operations, based upon the use of CentralSquare’s Public Safety Suite, including modules for Computer-Aided Dispatch (CAD) and Records Management System (RMS). The audit would also identify future business needs across the Public Safety, including Emergency Management and the Sheriff’s Office, develop optimized future state workflows, and define system requirements based upon IT modernization best practices. The outcome of the audit would determine if existing technologies have the functional capacity to meet both current and future Public Safety needs. Additionally, a market scan would provide insight into other comparable solutions that are currently available in the marketplace. 5.b.a Packet Pg. 107 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 94 #24 – Systems Audit BEACON and QS/1 - Utility Meter Reading, Customer Care & Billing, Work Order Management Systems ▪ Gaps Addressed – ● As a newly integrated department, Public Works now operates as a public utility providing Water & Sewer services to the Pittsylvania County community. As part of the departmental integration, the technologies previously utilized by the Pittsylvania County Service Authority for operations have been integrated as well. Therefore, the existing technologies may not be the best fits operations under the Public Works Department. ● Silos between various software across the County exist. For instance, the absence of an interface between BEACON Meter Reading, Publiq QS/1 Utility Billing System, and Keystone (Financial) results in manual data entry for utility billing that is both cumbersome and time-consuming. ● The County lacks a unified approach to managing work orders. Throughout the Public Works Department, three (3) methods of generating and completing work orders occur. The Building and Grounds Department utilizes SysAid to receive and complete work orders. The Water and Sewer Department currently utilizes work order functionality in Beacon/QS-1. The County’s Landfill completes paper work orders. None of the current work order completion methods allow for the use of mobile devices to complete assigned work orders in the field. ▪ Action Steps – ● System Functionality Audit ● Business Process Analysis (Current-State) ● Conduct Market Scan ● Business Process Optimization (Future-State) ● Requirements Definition ● System Audit Report ▪ Prerequisites – ● None ▪ Stakeholders – ● All County Staff 5.b.a Packet Pg. 108 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 95 ▪ Resources – ● IT Staff ● Public Works Staff ● Treasurer's Office Staff ● External Consultants ▪ Estimated Costs – ● Staff time ● External Consulting Fee: $76,500 ▪ Estimated Timeline – ● Short-Term – Year 2 (4 months) ▪ Impact Statement – ● Conducting a utility meter reading and billing system audit will include an analysis of the current state of Water & Sewer related operations, based upon the use of BEACON and QS/1. The audit will also identify future needs across the utility meter reading and billing processes, integration with proposed technologies such as the County’s payment gateway, and define system requirements based upon IT modernization best practices. The audit outcome will determine if existing technologies have the functional capacity to meet both current and future utility management needs for Public Works operations, including public utilities. Additionally, a market scan will provide insight into other comparable solutions available in the marketplace. ● SysAid, QS/1, and hard copy paper forms are being used to manage work orders across functional areas of Public Works. Unifying this solution will rid the County of disparate systems that perform the same task and allow for the development of policies built on best practices to streamline the work order management process. Work order management solutions allow for the electronic submission of work orders and dramatically reduces the amount of paper that Public Works employees handle. Electronic submission of work orders ensures that all necessary personnel will be notified of the work order's status through push notifications rather than receiving paper updates, phone calls, or texts about the work order. Additionally, most modern work order management platforms integrate with mobile devices and allow maintenance personnel to receive work orders while in the field, rather than retrieving work orders at the office. Modern work order management solutions also allow personnel to upload images and videos to the work order. The work order management solution can also integrate with the County’s ESRI GIS solution and provide users with a visual representation of where problems are occurring. Lastly, all of these features combine to provide an executive dashboard-type experience for power users. Typically these dashboards are customizable and can provide valuable insights to open work orders, completed work orders, personnel assigned to the work order, typical “fix” time, and a myriad of other performance reporting metrics. 5.b.a Packet Pg. 109 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 96 #25.a – Procure & Implement a New Public Safety CAD/AVL System [Contingent upon findings from System Audit – #23] ▪ Gaps Addressed – ● Inadequate training for enterprise software currently being utilized by County staff. The current electronic document management system, Laserfiche, and other software applications (e.g., Granicus Legislative Management (Accela), QS/1, CentralSquare) are not being utilized to their full capacity due to a perceived lack of training. ● Inability of Public Safety staff to easily access data for reporting purposes from the Computer-Aided Dispatch (CAD) module within CentralSquare Public Safety Suite. ● Public Safety wants to audit CentralSquare to verify the effectiveness of all existing functions/modules within the system. ▪ Action Steps – ● Develop RFP Document (including System Evaluation Criteria) ● Solicit RFP Responses from Vendors ● Evaluate Proposals from Software Vendors ● Select Optimal Software Vendor ● Negotiate Contract with the Selected Software Vendor ● Implement Software Solution ● System Configuration, Testing, and Training ● Go-Live and Post-Go-Live Support ▪ Prerequisites – ● Contingent upon findings from System Audit (#22) ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● Public Safety Staff ● Sheriff's Office Staff ● External Consultants 5.b.a Packet Pg. 110 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 97 ▪ Estimated Costs – ● Staff time ● Software fees vary by vendor (TBD) ● External Consulting Fee (TBD) ▪ Estimated Timeline – ● Short-Term – Year 2 (10 – 12 months) ▪ Impact Statement – ● Implementation of a new Public Safety CAD/AVL solution will provide the County with more reliable tools capable of gathering and transmitting data and improving response times and keep County Public Safety/EMS staff with real-time information on the scene. The utilization of Mobile Data Terminals (MDTs) in public safety vehicles through the new CAD/AVL software will also enhance information exchange capabilities in real-time between dispatchers and first responders. 5.b.a Packet Pg. 111 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 98 #25.b – Procure & Implement a New Enterprise Work Order Management System [Contingent upon findings from System Audit – #24] ▪ Gaps Addressed – ● Lack of a universal software for work order management. The Building & Grounds, Water & Sewer, and Landfill sectors of the Public Works Department all use different software applications for work order management purposes. Building & Grounds currently utilizes SysAid, while the landfill processes paper-based work orders, and Water & Sewer utilize QS1-Publiq. Furthermore, SysAid lacks the sophistication to push work orders out to mobile devices and integrate with the County's GIS database to show issues such as water leaks and other work order requests. ▪ Action Steps – ● Develop RFP Document (including System Evaluation Criteria) ● Solicit RFP Responses from Vendors ● Evaluate Proposals from Software Vendors ● Select Optimal Software Vendor ● Negotiate Contract with the Selected Software Vendor ● Implement Software Solution ● System Configuration, Testing, and Training ● Go-Live and Post-Go-Live Support ▪ Prerequisites – ● Contingent upon findings from System Audit (#23) ▪ Stakeholders – ● All County Staff ▪ Resources – ● IT Staff ● Public Works Staff ● External Consultants ▪ Estimated Costs – ● Staff time ● Software fees vary by vendor (TBD) ● External Consulting Fee (TBD) 5.b.a Packet Pg. 112 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 99 ▪ Estimated Timeline – ● Long-Term – Year 3 (10 – 12 months) ▪ Impact Statement – ● Implementation of a new Work Order Management solution would allow all functional departments within the County's Public Works Department to standardize and effectively track and manage all work order information through a single, centralized dashboard/interface. The new software would also increase efficiencies regarding to asset tracking, budgeting and planning, routine ordering and fulfillment, and compliance with regulatory standards. 5.b.a Packet Pg. 113 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 100 E. Comprehensive Software Inventory Comprehensive Software Inventory 5.b.a Packet Pg. 114 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Planning ITSP Draft Report (20201106) Page | 101 5.b.a Packet Pg. 115 Attachment: Pittsylvania County - ITSP - IT Strategic Plan Draft Report (20201106) (2246 : Avero Solutions County IT Assessment Presentation Information Technology Strategic Plan November 17, 2020 5.b.b Packet Pg. 116 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero Agenda SUMMARY IT STRATEGIC VISION IT STRATEGIC ROADMAP IMPLEMENTATION TIMELINE CURRENT STATE 5.b.b Packet Pg. 117 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero Formed in 1767 978 Square Miles Danville (VA) Micropolitan Statistical Area Population of 61,000 (2018) Traditional Role of Government: •Facilitation •Collective Expenditure •Law & Order •Well-being of Citizens Stakeholder groups now demand and expect excellence from their elected officials and managers 5.b.b Packet Pg. 118 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero Current State Antiquated, Ineffective Enterprise Systems Manual, Hard-Copy Paper Driven Processes Siloed Departments & Disconnected Workflows Inefficient, Expensive, and Inconvenient Basic Utilization of Expensive, Capable Systems 5.b.b Packet Pg. 119 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 5 A Backup Server Application Server forBuilding & Safety DivisionDatabase Server for Parks & Recreation Exchange Server Cat 5 Cable Workstation GroupAdmin DepartmentWorkstation Group HR Department Workstation Group City Clerk Department Workstation GroupReprographics Workstation GroupRedevelopment Department FileMaker Pro Database Server Reprographics room Workstation Group Parks & Recreation 3 Netgear Switches – 24 ports 1 Netgear Switch and 1 Santae switch, 24 ports 1 Netgear Switch – 24 port Second Floor First Floor Stack of switches – Parks & Recreation Department Stack of switches External firewall-DLINK Extreme Radio Frequency - XRF Internal Firewall – VPN Cisco PIX 501 EOC – Emergency Operation Center City Museum East Side Pool Wireless VPN Wir ele s s VPN T1 CableTheatre PBX switch 5.b.b Packet Pg. 120 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero IT Strategic Plan considers: •Internal Stakeholders o County Staff o Elected Officials •External Stakeholders o Current & Prospective Citizens or Businesses Technology Strategy Pillars 5.b.b Packet Pg. 121 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero Pittsylvania County’s “Connected County” initiative envisions implementing modern, connected,and intuitive systems that allow employees,citizens,and contractors/ business owners to conduct daily business and gather information in the most efficient and effective manner.This initiative will primarily focus on employees,citizens, and contractors/business owners. SECURITY FIRST DIGITAL COUNTY EXPERIENCE INFRASTRUCTURE RESILIENCY DATA-DRIVEN DECISIONS IT Strategic Vision 5.b.b Packet Pg. 122 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero IT Strategic Roadmap 5.b.b Packet Pg. 123 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero Implementation Timeline 5.b.b Packet Pg. 124 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero IT Strategic Plan Immediate (Year 1) Short-Term (Year 2) Long-Term (Year 3) IT Strategy Action Plan for Implementation includes: •Gaps Addressed •Action Steps •Prerequisites •Stakeholders •Resources •Estimated Costs •Estimated Timeline •Impact Statement (Colors Indicate Urgency) 5.b.b Packet Pg. 125 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 1. Security First 1.Cybersecurity Plan & Enhancements 2.Cybersecurity Awareness Tools 3.Antivirus Tools 4.Security Information & Event Management Immediate –Year 1 (3 months) Immediate –Year 1 (1 week) Immediate –Year 1 (1 week) Immediate –Year 1 (1 month) 5.b.b Packet Pg. 126 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 2. Digital County Experience 5.Mobile Application 6.Online Payment Gateway Immediate –Year 1 (1 month) Immediate –Year 1 (2 weeks) 5.b.b Packet Pg. 127 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 3. Infrastructure Resiliency 7.IT Staffing Plan 8.Disaster Recovery Plan & Enhancements 9.IT Services Management 10.IT Asset Management 11.IT Software Deployment Immediate –Year 1 (12 months) Immediate –Year 1 (2 weeks) Immediate –Year 1 (1 week) Immediate –Year 1 (1 week) Immediate –Year 1 5.b.b Packet Pg. 128 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 3. Infrastructure Resiliency 12.IT Policy & Procedures 13.Mobile Device Management 14.Standardized Infrastructure 15.Cloud-based, Secure Email 16.Evaluate Fiber Optic Network Footprint Immediate –Year 1 (1 month) Immediate –Year 1 (2 weeks) Immediate –Year 1 (1 month) Short-Term –Year 2 (2 months) Immediate –Year 1 (1 month) 5.b.b Packet Pg. 129 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 4. Data-Driven Decisions 17.Redeploy Laserfiche (Electronic Doc. Mgt.) 18.Fully Deploy Office 365 19.Enterprise Citizen Relationship Management 20.Enterprise ESRI ArcGIS Immediate –Year 1 (2 months) Immediate –Year 1 (1 week) Immediate –Year 1 (1 week) Immediate –Year 1 (6 months) 5.b.b Packet Pg. 130 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 4. Data-Driven Decisions 21.Mobile Data Terminals 22.Replacement of Keystone 23.System Audit of CentralSquare CAD 24.System Audit of BEACON, QS/1 & SysAid 25.Requirements-based Enterprise Systems Immediate –Year 1 (1 month) Immediate (Year 1) –Long-Term (Year 3) Immediate –Year 1 (2 months) Short-Term –Year 2 (4 months) Short-Term –Year 2 (14-18 months) 5.b.b Packet Pg. 131 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero 5.b.b Packet Pg. 132 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero Thank you! av@averoadvisors.com (865) 415-3848 | averoadvisors.com 5.b.b Packet Pg. 133 Attachment: Pittsylvania County - ITSP - Board Presentation 11.17.20 (2246 : Avero Board of Supervisors EXECUTIVE SUMMARY INFORMATION ITEM Agenda Title: Tourism DMO Proposal Discussion (Staff Contact: David M. Smitherman); (10 minutes) Staff Contact(s): David M. Smitherman Agenda Date: November 17, 2020 Item Number: 6.a Attachment(s): VTC 703 Policy for Recognition of Destination Marketing Organization DMO RESOLUTION 8-20-2020 SIGNED-TOWN OF PENNINGTON GAP11-18 Reviewed By: David M. Smitherman, County Administrator, will discuss a potential tourism Destination Marketing Organization ("DMO") proposal with the Board. 6.a Packet Pg. 134 VTCP 703 1 Number: 703 Name: Recognition of Destination Marketing Organizations Category: External Relations Administrator: Policy Manager Executive Oversight: Vice President of Partnership Marketing Effective Date: July 1, 2014 I. Scope and Purpose This policy applies to all VTC employees, destination marketing organizations (DMO), and local governments in Virginia. The purpose of this policy is to establish a process for recognizing destination marketing organizations within the Commonwealth of Virginia. II. Policy Working in partnership with local and regional DMOs throughout Virginia is a key component of the VTC’s strategy to market the Commonwealth as a premier travel destination. The VTC recognizes DMOs solely to coordinate tourism marketing activities between the state and its localities. 1. It is the expressed intent of the VTC to identify one primary DMO for each locality. Due to regional, economic, cultural, and historic needs, localities often affiliate with more than one DMO. Therefore, the VTC will recognize an unlimited number of affiliated DMOs for each locality. 2. An organization that is designated by a locality or group of localities as its primary or affiliated DMO shall be recognized by the VTC as an official DMO for said locality or group of localities. The VTC will maintain a Register of Official Destination Marketing Organizations in Virginia (hereafter, “the Register”), which shall be a compilation of all primary and affiliated DMOs throughout the Commonwealth. Each listing in the register shall include, but not be limited to the: • Chief liaison for the DMO; • Physical address of the DMO; • Main telephone number of the DMO; • Facsimile telephone number of the DMO, if available; • DMO Web site, if available; and • Primary email address, if available 3. To the extent permitted by law, an organization may petition the VTC for: A. Recognition as a designated primary or affiliated DMO for a locality or group of localities; 6.a.a Packet Pg. 135 Attachment: VTC 703 Policy for Recognition of Destination Marketing Organization (2255 : Tourism DMO Proposal Discussion (Staff Contact: VTCP 703 2 B. A change in the recognition of a designated primary or affiliated DMO for a locality or group of localities; or C. A change in the name of a designated primary or affiliated DMO for a locality or group of localities. Petitions submitted pursuant to this subsection, which seek to change only the name of a primary or affiliated DMO, shall not require the approval of the locality or group of localities represented by the official DMO. 4. Any petition submitted pursuant to section II-3 of this policy must be submitted by the principal executive officer of the petitioning DMO. The petitioner will be the chief liaison with the policy administrator (PA) and all communications pertaining to the petition process should be confined to these parties. 5. All petitions must be submitted in writing to the PA for preliminary approval via the appropriate form listed in section V of this policy. Within 15 business days of receiving the petition, the PA will notify the petitioner if the criteria prescribed herein have been satisfied. If the criteria have been satisfied, the PA will provide the petitioner: A. A copy of this administrative policy; B. A list of all localities from which the petitioner is required to obtain approval; and C. Instructions on how to submit the original instruments of approval to the VTC for verification. 6. The petitioner shall be required to obtain the approval of the locality or localities that it proposes to represent, except as provided for in section II-3, clause C. Only an organization designated by a locality as an official DMO will be recognized by the VTC as such. 7. The VTC values its strategic partnerships with local DMOs and aims to promote transparency, open communication, and cooperation in our relations with tourism professionals across the Commonwealth. Therefore, upon receipt of a petition to change the recognition of an official DMO for a locality or group of localities, the VTC shall furnish a copy of said petition to the existing official DMO. 8. A resolution designating an official DMO, which is adopted by the governing board of the respective locality or group of localities, will be sufficient evidence of said designation. The resolution must be transmitted to the policy administrator (PA), who shall review the document for verification. 9. If the petitioner provides original evidence that it has received the requisite approval from the locality or localities, within 15 business days the PA will certify the results in writing to the petitioner and add said organization’s name to the Register. 6.a.a Packet Pg. 136 Attachment: VTC 703 Policy for Recognition of Destination Marketing Organization (2255 : Tourism DMO Proposal Discussion (Staff Contact: VTCP 703 3 10. In any dispute between a locality’s primary and affiliated DMOs, or between two or more affiliated DMOs of a respective locality, which concerns the programs, services, or policies of the VTC, deference will be given to the primary DMO. III. Definitions 1. Locality – For the purposes of this policy, locality means any county, incorporated city, or incorporated town within the Commonwealth of Virginia. 2. Destination Marketing Organization – A destination marketing organization (hereafter DMO) is the principal organization of a locality that is organized and operated to promote its respective destination, to attract visitors, and/or to solicit and service conventions. A DMO is designated and authorized by its respective incorporated government entity as the representative organization exercising those functions. IV. Compliance Not applicable. V. Forms 1. VTCF 703A: Petition for Official DMO Recognition 2. VTCF 703B: Petition to Change Primary / Affiliated DMO Recognition VI. Supplementary Information • Code of Virginia § 1-221. Locality. • Code of Virginia § 2.2-2315, Clause 04 • Code of Virginia § 2.2-2318, Clause 18 • Code of Virginia § 58.1-3823. Additional transient occupancy tax for certain counties • VTCP 702: Tourism Regions of the Commonwealth 6.a.a Packet Pg. 137 Attachment: VTC 703 Policy for Recognition of Destination Marketing Organization (2255 : Tourism DMO Proposal Discussion (Staff Contact: 6.a.bPacket Pg. 138Attachment: DMO RESOLUTION 8-20-2020 SIGNED-TOWN OF PENNINGTON GAP11-18 (2255 : Tourism DMO Proposal Discussion (Staff Board of Supervisors EXECUTIVE SUMMARY INFORMATION ITEM Agenda Title: Committee Reports/Recommendations (Staff Contact: David M. Smitherman); (5 minutes) Staff Contact(s): David M. Smitherman Agenda Date: November 17, 2020 Item Number: 6.b Attachment(s): Reviewed By: David M. Smitherman, County Administrator, will present any Economic Development and Finance Committee’s recommendations to the full Board for potential action at tonight’s Business Meeting. 6.b Packet Pg. 139 Board of Supervisors EXECUTIVE SUMMARY INFORMATION ITEM Agenda Title: Consultation with legal counsel employed or retained by a public body regarding specific legal matters requiring the provision of legal advice by such counsel. Staff Contact(s): J. Vaden Hunt, Esq. Agenda Date: November 17, 2020 Item Number: 8.a Attachment(s): Reviewed By: (1) Legal Authority: Virginia Code § 2.2-3711(A)(8) Subject Matter: Potential Franklin County/Cool Branch EMS Agreement Update Purpose: Legal Consultation/Discussion Regarding the Same 8.a Packet Pg. 140 Board of Supervisors EXECUTIVE SUMMARY INFORMATION ITEM Agenda Title: Discussion concerning a prospective business or industry or the expansion of an existing business or industry where no previous announcement has been made of the business' or industry's interest in locating or expanding its facilities in the community. Staff Contact(s): Matthew D. Rowe Agenda Date: November 17, 2020 Item Number: 8.b Attachment(s): Reviewed By: (1) Legal Authority: Virginia Code § 2.2-3711(A)(5) Subject Matter: Projects Impala and Matterhorn Purpose: Economic Development Updates on Unannounced Industry/Existing Industry Expansion 8.b Packet Pg. 141 Board of Supervisors EXECUTIVE SUMMARY INFORMATION ITEM Agenda Title: Closed Session Certification Staff Contact(s): J. Vaden Hunt, Esq. Agenda Date: November 17, 2020 Item Number: 9.a Attachment(s): Reviewed By: PITTSYLVANIA COUNTY BOARD OF SUPERVISORS CLOSED MEETING CERTIFICATION BE IT RESOLVED that at the Meeting of the Pittsylvania County Board of Supervisors (the “Board”) on November 17, 2020, the Board hereby certifies by a recorded vote that to the best of each Board Member’s knowledge only public business matters lawfully exempted from the Open Meeting requirements of the Virginia Freedom of Information Act (“Act”) and identified in the Motion authorizing the Closed Meeting were heard, discussed, or considered in the Closed Meeting. If any Board Member believes that there was a departure from the requirements of the Act, he shall so state prior to the vote indicating the substance of the departure. The Statement shall be recorded in the Board's Minutes. Vote Joe B. Davis Yes/No Timothy W. Dudley Yes/No Ben L. Farmer Yes/No William (“Vic”) Ingram Yes/No Charles H. Miller, Jr. Yes/No Ronald S. Scearce Yes/No Robert (“Bob”) W, Warren Yes/No 9.a Packet Pg. 142