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HomeMy WebLinkAboutStaff Report 2603-6084CITY OF PALO ALTO Policy & Services Committee Special Meeting Tuesday, March 10, 2026 6:00 PM     Agenda Item     AA1.Recommend Approval of New Task Order 4.42 - Flock Safety Assessment for Inclusion in the City Auditor's FY 2026 Audit Plan and Amend FY 2026 Task Order budgets to Support this New Task Order with a Net Zero Financial Impact; CEQA – Not a project New Item Added, At Places Memo Added Policy & Services Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: City Auditor Meeting Date: March 10, 2026 Report #:2603-6084 TITLE Recommend Approval of New Task Order 4.42 - Flock Safety Assessment for Inclusion in the City Auditor's FY 2026 Audit Plan and Amend FY 2026 Task Order budgets to Support this New Task Order with a Net Zero Financial Impact; CEQA – Not a project RECOMMENDATION The Office of the City Auditor recommends the Policy & Services Committee (P&S) recommend City Council approve a new Task Order 4.42 - Flock Safety Assessment for inclusion in the City Auditor's FY 2026 Audit Plan. The Office of the City Auditor recommends P&S approve the following actions to fund the proposed new task order: • • Task Order 4.40 – Contract Solicitation and Authority Levels Advisory Project which was reported to P&S in • Task 6 – Evaluation & Benchmarking Task Order 4.42 – Flock Safety Assessment Total $30,000 BACKGROUND The City entered into a three-year contract 1 with Flock Safety in 2023 for Automated License Plate Recognition (ALPR) implementation services to install and maintain twenty ALPR cameras 1 City Council, April 3, 2023; Agenda Item #: 11; Staff Report #: 2301-0741, https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=82232&dbid=0&repo=PaloAlto&searchid=98d1813 d-4a86-41b4-a85b-8035a8722846 at locations identified by the Palo Alto Police Department. Ten additional cameras were added via a contract amendment2 in 2024. The City has requested the City Auditor conduct an assessment of Flock Safety given recent concerns about the security of the City’s data within Flock Safety’s system. The City outsourced its City Auditor function to Baker Tilly in 20203. Through the process of reviewing the City’s request for Flock Safety assessment services, Baker Tilly identified that Flock Safety became a client of the firm in 2024. Baker Tilly provided Flock Safety with ISO 27001, 27701, 42001, 27017, 27018 Certifications audit services and SOC 2 Type II Examination services in 2025. ISO/IEC 27001:2022 certification is a globally recognized standard that establishes requirements for implementing, maintaining and continually improving an agency’s information security management system, Privacy and AI. SOC 2 Type II examinations provide assurance that a company’s system adheres to criteria prescribed by the AICPA related to security, availability, processing integrity, confidentiality and privacy as selected by the client. The proposed Flock Safety Assessment, conducted by the City Auditor’s Office, would look at Flock Safety’s operational controls that interface with and/or impact Flock’s client-facing policies, procedures and security controls as they relate to the processes for roll-out and control of user settings around data sharing in alignment with the City of Palo Alto’s contract. ANALYSIS The objectives of this assessment are to review Flock’s system for the appropriate policies, procedures and controls to ensure City information and data is secure and confidential. Assessment areas include, but are not limited to, the following: • IT Security/Governance – compliance with customer regulatory and data privacy requirements • Source Code Review – process for introducing system releases/updates • System Infrastructure – assess Flock cloud environment for security and monitoring • Access Management – expected controls and data security including access management policies and procedures • System Interfaces – assess internal/external systems interface and security • Change/Configuration Management – assess processes for developing, implementing, and testing changes to the Flock ALPR system as well as access controls for monitoring system changes to ensure appropriate authorization 2 City Council, December 2, 2024; Agenda Item #: 11; Staff Report #: 2408-3360, https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=83107&dbid=0&repo=PaloAlto&searchid=7b6b82d 0-6e91-40f8-819c-f028c5036c77 3 City Council, September 28, 2020; Agenda Item #: 11; Staff Report #: 11624, https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=80939&dbid=0&repo=PaloAlto&searchid=835258ae -7722-4c0b-985b-ec3289ab3b3c Please see the attached Task Order and Scope of Work for a full list of audit activities proposed for this assessment. In addition, both the City of Palo Alto and Flock Safety will need to agree to a conflict-of- interest waiver in order for work on this task order to proceed because Baker Tilly provides services to both the City and Flock. The City Attorney’s Office is currently reviewing this waiver. Please note that the City and Flock Safety are served by independent teams at Baker Tilly. FISCAL/RESOURCE IMPACT The proposed engagement will have a net zero impact on the City Auditor’s contracted budget for FY 2026 as we will be using unspent funds and funds specifically earmarked for ad hoc projects such as this. STAKEHOLDER ENGAGEMENT The City Auditor consulted with the Palo Alto Police Department and City Manager’s Office as well as representatives from Flock Safety to discuss the parameters of the project. ENVIRONMENTAL REVIEW Council action on this item is not a project as defined by CEQA because the audit activities do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. CEQA Guidelines section 15378(b)(4). Council action on this item is not a project as defined by CEQA because the audit activities do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. CEQA Guidelines section 15378(b)(4). ATTACHMENTS Attachment A: Task Order 4.42 Flock Safety Assessment & Scope of Work APPROVED BY: Kate Murdock, City Auditor 1 0 8 0 2 PROFESSIONAL SERVICES TASK ORDER Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement referenced in Item 1A below. All exhibits referenced in Item 8 below are incorporated into this Task Order by this reference. The Consultant shall furnish the necessary facilities, professional, technical and supporting personnel required by this Task Order as described below. CONTRACT NO. C21179340 OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE) 1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): C21179340 1B. TASK ORDER NO.: FY26-4.42 2. CONSULTANT NAME: Baker Tilly Advisory Group, LP 3. PERIOD OF PERFORMANCE: START: March 1, 2026 COMPLETION: June 30, 2026 4. TOTAL TASK ORDER PRICE: $30,000 BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD 5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________ 6. CITY PROJECT MANAGER’S NAME & DEPARTMENT: Chair of the City Council’s Policy and Services Committee 7. DESCRIPTION OF SCOPE OF SERVICES (Attachment A) MUST INCLUDE: SERVICES AND DELIVERABLES TO BE PROVIDED SCHEDULE OF PERFORMANCE MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) REIMBURSABLE EXPENSES, if any (with “not to exceed” amount) 8. ATTACHMENTS: A: Task Order Scope of Services B (if any): N/A I hereby authorize the performance of the work described in this Task Order. APPROVED: CITY OF PALO ALTO BY:____________________________________ Name __________________________________ Title___________________________________ Date ___________________________________ I hereby acknowledge receipt and acceptance of this Task Order and warrant that I have authority to sign on behalf of Consultant. APPROVED: COMPANY NAME: Baker Tilly Advisory Group, LP BY:____________________________________ Name __________________________________ Title___________________________________ Date ___________________________________ 1 0 8 0 2 Attachment A Introduction Services and Deliverables To Be Provided Schedule of Performance Maximum Compensation Amount and Rate Schedule (As Applicable) Reimbursable Expenses, if any (With “Not To Exceed” Amount) Services & Deliverables Step 1: Assessment Planning Step 2: Fieldwork and Testing Step 3: Reporting Step 1 – Assessment Planning Gather information to understand the environment under review o Understand the environment under assessment o Assess the City code, regulations, and other standards and expectations o Assess prior audit results, as applicable o Assess additional documentation and conduct interviews as necessary Prepare an assessment program o Refine assessment o objectives and scope o Identify the procedures to be performed and the evidence to be obtained and examined Announce the initiation of the assessment and kick-off meeting with key stakeholders o Discuss assessment objectives, scope, process, timing, resources, and expectations o Discuss documentation and interview requests for the audit Step 2 – Fieldwork and Testing 1 0 8 0 2 a. Assess how the Flock ALPR cloud environment is secured and monitored to protect Palo Alto data 4. Access Management (Application and Database Layers) a. Assess User Access Management process b. Assess Vendor Access Management process c. Assess User Access Review process d. Asses User activity monitoring i. Potentially test a sample of data entries that may have been impacted by the enabling of the global license plate search feature, to see if any of the data was accessed during the time period that the feature was enabled. 5. System Interfaces a. Assess security controls around internal/external systems that may interface with the Flock ALPR system (e.g., data encryption, data transferred between systems, monitoring of activity, controls to prevent data leakage, etc.) 6. Change/Configuration Management a. Asses process for requesting, developing, implementing, and testing changes to the Flock ALPR system features and/or configurations. b. Assess controls for monitoring and reviewing system configuration changes, to ensure they are authorized. c. Assess whether any system alerts are sent out to authorized individuals, if changes are made to the system, including changes to configurations. d. Assess process for communication to Flock ALPR System customers of any new releases/features and/or functionality changes (e.g., Release Notes). Step 3 – Reporting In Step 3, the project team will perform tasks necessary to finalize audit working papers, prepare and review a draft report with stakeholders, and submit a final report for management response. Tasks include: Developing findings, conclusions, and recommendations based on the supporting evidence gathered Validating findings with appropriate individuals and discuss the root cause of the identified findings Complete supervisory review of working papers and a draft audit report Distribute a draft audit report and conduct a closing meeting with key stakeholders o Discuss the audit results, findings, conclusions, and recommendations o Discuss management responses Obtain written management responses and finalize a report Review report with members of City Council and/or the appropriate Council Committee Deliverables: The following deliverables will be prepared as part of this engagement: Audit Report Policy & Services Committee Audit Report Presentation Schedule of Performance Anticipated Start Date: March 1, 2026 Anticipated End Date: June 30, 2026 1 0 8 0 2 Maximum Compensation Amount and Rate Schedule The not-to-exceed maximum, inclusive of reimbursable expenses (as summarized below) for this Task is $30,000. The not-to-exceed budget is based on an estimate of 105 total project hours, of which a minimum of 5 are estimated to be completed by the City Auditor. We plan to complete all fieldwork steps for this audit remotely and do not anticipate any on-site work. Item No. AA1 | Page 1 of 1 9 5 8 2 Policy & Services Committee At Places Memo From: Kate Murdock, City Auditor Meeting Date: March 10, 2026 Item Number: AA1 Report #:2603-6107 TITLE The Office of the City Auditor Recommends the Policy & Services Committee Remove from Consideration Agenda Item AA1 - Approval of New Task Order 4.42 - Flock Safety Assessment for Inclusion in the City Auditor's FY 2026 Audit Plan RECOMMENDATION The Office of the City Auditor recommends the Policy and Services Committee (P&S) remove from consideration Agenda Item AA1 – “Recommend Approval of New Task Order 4.42 – Flock Safety Assessment for Inclusion in the City Auditor’s FY 2026 Audit Plan and Amend FY 2026 Task Order budgets to Support this New Task Order with a Net Zero Impact”. BACKGROUND Upon further consideration and following the firm’s standard process, Baker Tilly has completed its conflict-of-interest check. Baker Tilly has concluded that it is appropriate for the firm to recuse itself from this assessment to avoid any potential appearance or concern that this might impair our independence and/or compromise our ability to effectively conduct this assessment with the full confidence of the public’s trust. The Office of the City Auditor thinks the engagement for the City to review Flock Safety as a vendor is important. As the City and vendor coordinate to set the scope for the review, Baker Tilly can assist as needed by recommending specific firms that would be qualified to perform this work. In addition, Baker Tilly will commit the previously identified funds, in the amount of $30,000, for the proposed assessment from the City Auditor’s contracted budget to retain such services if desired. APPROVED BY: Kate Murdock, City Auditor