Agenda packet — Atherton City Council, May 20, 2026 (part 2 of 2)

15 Inventory – Asset Essentials provides comprehensive inventory management for parts and materials. Users can assign unique identifiers and cost codes to each item, link them to work orders or preventive maintenance tasks, and automatically update stock levels based on usage. The system tracks storage locations, manufacturer details, warranties, and part specifications, supporting accurate recordkeeping and efficient resource planning. Batch updates and import/export capabilities streamline inventory administration across departments.

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16 Robust Reporting & Analysis – Asset Essentials includes a library of editable, pre-built reports that help the Town monitor asset conditions, maintenance activity, and staff productivity. Reports such as work order summaries, asset lifecycle analysis, labor cost details, and part usage can be customized and scheduled or run on demand. All reports can be exported to Excel and shared across departments, supporting transparency, performance tracking, and informed decision-making.

Data & Analytics - Our CMMS Analytics platform will allow the Town of Atherton to harness its data reporting needs through automated data visualization dashboards that are easy to understand, use and share with others. Use this data to justify your specific needs for staff, resources, asset repairs or replacements, and more. Dashboards rollup/rolldown from all levels and including, Operational, Utilization, and Forecast Dashboards, Executive Summary PowerPoints, and Key Performance Indicators (KPIs) like Asset Health, Return on PM Investment, & Trend of Planned to Reactive Maintenance.

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17 B. Describe system functionalities that your product provides that the Town of Atherton has not listed but should be a consideration.

Value Add Professional Services (Not included in Current Scope) Facility Condition Assessment
Our facility condition assessment ("FCA") is a visual assessment evaluating the facility systems. This FCA service will collect data on major facility assets, as well as provide narratives that summarize assessment observations and comments. An inventory of Equipment Items, as well as a forecast model of upcoming System/Subsystem replacements, will be imported into [Client Name]’s work & asset management, capital forecasting, and capital prediction software solutions.

By partnering with us, you not only gain the engineering expertise of Brightly’s Service Providers; you also are provided with assurance that the data collected from the facility condition assessment is integrated correctly into your software applications.

Having the Brightly team conduct a Facility Condition Assessment (FCA) and integrate the results into Brightly's asset management software delivers a comprehensive, turnkey program. This eliminates the limitations of Excel by centralizing all asset data into a dynamic, scalable system. The unified naming convention and field tagging of assets ensure consistency, while the turnkey Planned Maintenance (PM) program enables efficient work planning and proactive maintenance.

By transitioning to Brightly’s software, user adoption increases as staff benefit from intuitive access to real-time asset data, barcode scanning for quick updates, and improved visibility into maintenance needs. We have successfully completed over 800 projects ranging from Facility Condition Assessments, Asset Inventory Collection (including barcoding), and preventive maintenance schedule creation. Our methodology provides you with the confidence to make better data driven decision-making on both the short-term and long-term capital investment needs of your organization, reduces downtime and optimizes resources.

PM Schedule Creation
Preventive Maintenance (PM) Schedule creation is a service offering provided in conjunction with an "Equipment Inventory" (Data Gathering) service or Facility Condition Assessment (FCA). PM Schedules will be generated from the equipment inventory the Company Service Provider collects during either the Data Gathering or FCA service. This service intends to identify necessary procedures and inspections to maintain facility systems in safe, reliable, and efficient condition.

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18 By electing Brightly’s PM Schedule Creation service, Brightly clients can leverage and incorporate regular preventive maintenance best practices for their equipment. By performing regular or routine maintenance best practices, you ensure that your equipment is operating under safe and optimal conditions, thus preventing the potential for downtime and shorter life expectancy.

Benefits of Brightly Provided FCA, Barcode Tagging, and Building PM Program

1. Accuracy & Standardization:
o Brightly will establish a unified naming convention and tagging system, ensuring consistent and reliable data across all assets.
o By controlling the data collection process, we ensure that asset details (condition, make, model, serial number, etc.) are accurate, up-to-date, and comprehensive.

2. Turnkey PM Program:
o We develop a fully integrated PM program, customized based on the newly gathered data, streamlining work planning and execution from day one.

3. Enhanced User Adoption:
o Brightly team will barcode assets in the field, making it more intuitive to track and update information, boosting overall Town technician engagement and efficiency.

Value Add Software (not included in current scope)
Origin
Origin enables users involved in capital planning and the asset management process to control and measure asset performance, maintenance cost, and usage across the organization like never before. Origin delivers powerful data visualization and reporting, dynamic modeling of conceptual/committed/executed, and interactive asset integration for capital sources, including the obsolescence factor and asset components, with expected outcomes. The capabilities listed below include key functionality your organization can leverage with Origin to meet your objectives:
 CMMS Standardization and Optimization: Align your work order and preventive maintenance data from your CMMS with your capital planning to get critical visibility on the real-time health of your assets.  Risk Ranking: Prioritize repair and inspection needs based on the level of risk and the impact of asset failure has on your operations to maintain your ideal level of brand standards.  Visibility Management: Always get the full picture of your asset or facility health with dynamic asset condition updates for real-time decision-making based on asset condition.
 Budgeting and Forecasting: Prove funding requests with visuals and metrics that clearly outline the budget needed to maintain facilities and depict the long-term cost of deferring funding.  Strategic Master Planning: Align stakeholders and departments on every aspect of your next capital project to maximize effectiveness while communicating all associated costs.  Mobile FCA and Management: Update your asset health score in real-time after maintenance is completed to always have the most up-to-date health information on every asset.

Predictor
Predictor is a powerful strategic asset management and capital planning software that models long-term funding and service scenarios. It calculates the impact of decision-making across various criteria and asset types and displays the data in a clean easy to understand format.
 Predict asset life - Leverage industry-specific algorithms and condition-based degradation profiles to maximize the longterm state of your asset portfolio.  Justify funding requests - Protect your assets by creating powerful and easily digestible visuals to show leaders the longterm impact of funding.

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19  Compare various funding scenarios - Model funding scenarios and compare the impact they will have on your organization’s assets and infrastructure health.
 Customize based on needs - Tailor our powerful software to fit your needs and your organization’s decision-making process.
 Create smarter budgets – Adjust factors related to capital to help answer difficult problems; What will happen if we spend more on energy-efficient assets? How did that impact the condition? What happens if we don’t replace this roof? How much risk does that expose us to?
Energy Manager
Energy Manager is a cloud-based platform that creates unprecedented clarity into your utility bills and identifies areas of cost and consumption savings while improving your facility’s conservation programs. With your organization’s utility bills centralized, savings opportunities are easily visible by identifying possible billing errors and low performing buildings. In addition, Energy Manager moves beyond traditional utility bill accounting to enable true energy management, including measurement and verification of capital projects, near real-time utility data collection and engagement of building occupants, while seamlessly setting the stage for data-driven discussion on how energy is used in your portfolio and how to use it more efficiently.  Quickly view high-level trends, cost and usage, view historic utility data and track ENERGY STAR rating with ENERGY STAR Sync via Dashboards
 Track and monitor utility bills and compare usage data  Configurable views, reports, searches and graphs
 Report on use/cost, carbon emissions, budget data, avoided cost and weather  Build custom reports based on utility bill information, use and cost rankings, and historical use/cost  Using IMPVP standards, measure and verify use and cost savings while taking weather and relevant factors into account  Create custom walkthroughs and steps to perform
 Create and manage Special Event Checklists and/or shutdown procedures  Create O&M tickets to track energy maintenance issues  Create Capital Projects to track and measure against actual usage C. Describe your company's approach to software revisions, updates and patching.

Revisions, updates, and patches are included with the Town's annual software subscription and immediately available upon release with the cloud-based, SaaS model of delivery. Brightly Software leverages Agile Development methodologies. Our approach includes client-driven feature development, constant end-to-end testing throughout the development process, fully supported enhancement deployments, and rapid bug-fix and defect response times. As such, new products—and any patches, upgrades or enhancements— are released/applied only after completing full functional testing in our development and test environments to ensure that we have not created bugs in our applications and that our products are of the highest quality. When we provide customizations, it will be in the base code; we do not fork our code. In addition, regular system maintenance is performed weekly during non-business hours.

D. Is your product scalable (i.e. if you have multiple modules/components, can they be used independently)?
Yes. Asset Essentials is built for scalability and long-term adaptability. As a cloud-based Software-as-a-Service (SaaS) solution hosted on AWS, the system supports high volumes of data and users with no service interruptions. New features and updates are automatically applied, ensuring the Town benefits from ongoing innovation without requiring manual upgrades.

The platform includes modules for facilities, utilities, streets, parks, fleet, stormwater, and more, allowing departments to manage diverse asset types within a unified system. Role-based access controls support independent operations across departments while maintaining centralized oversight. Brightly’s unlimited user licensing model promotes broad adoption, enabling staff to join, leave, or shift roles without impacting cost or access.

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20 E. Does your solution provide a map interface with the capabilities to view assets, search, pan, zoom etc., and access asset attributes? Other capabilities?
Yes. In Asset Essentials, you can use the Esri map feature to view and create work orders, as well as view your GIS layers. The data displayed on the map is based on what you have set up in the GIS Settings section under Configurations.

GIS is able to integrate with Asset Essentials by taking your GIS data and turning it into assets that you can start to develop a work history on. GIS data within Asset Essentials allows users to manage and maintain spatial assets. Users have the ability to associate work orders to these assets on the web portal or the mobile app. This allows completed work to be tracked, reported, and analyzed.

F. Describe how data backup is provided and describe availability of backup data for download.

Database backups are automated for all production databases and include, at a minimum, full weekly backups, daily incremental backups and transaction log backups. Backup processes are actively monitored for failures and regularly tested for integrity. The Product Operations team is notified of failures and steps are taken to resolve them. Stored backups are electronically transmitted over secure encrypted channels to AWS S3 storage daily. After a set time period, Amazon S3 storage backups are moved to Amazon Glacier storage for long-term archiving. Archived backups are maintained for a minimum of one year. All backups stored in AWS are AES-256 encrypted. Access to database backups and backup processes are limited to Brightly's database administration team.

G. Why does your system best meet the Town’s needs?
Asset Essentials is uniquely positioned to address the Town of Atherton's asset management requirements, offering a comprehensive solution that aligns well with your transition from paper-based and spreadsheet systems to a modern, integrated platform. To date, Brightly has:
 Served 1,800+ government clients in state and local agencies and municipalities.  Implemented over 4,000 software products for government agencies.  Positively impacted the lives of 250,000,000 citizens  Addressed 400,000,000 work orders
 Supported $321 billion of clients' asset value
Below are reasons Brightly's Asset Essentials is the best solution to meet the Town's needs.  Seamless Transition from Current Systems - The Town currently manages assets using a combination of paper forms, spreadsheets, and GIS mapping. Asset Essentials provides a smooth migration path from these fragmented systems to a unified platform without requiring extensive data manipulation. Our implementation team specializes in converting historical data from various formats, preserving your valuable institutional knowledge while enhancing accessibility and usability.
 Complete Coverage of Town Assets - Asset Essentials excels at managing the diverse asset portfolio outlined in your RFP.

From the Town Center facilities with complex mechanical systems to the 22-acre Holbrook-Palmer Park with multiple amenities, our platform can track all asset types under a single system. Importantly, Asset Essentials is designed to grow with your needs, seamlessly incorporating future assets like stormwater infrastructure and roadway elements as they come online.
 Mobile-First Approach for Field Operations - The Town's RFP emphasizes the need for robust mobile capabilities, and Asset Essentials delivers with native iOS and Android applications that function seamlessly in the field. Maintenance staff can create work orders, update asset information, and access critical documentation even in offline mode – a crucial feature for areas with limited connectivity. This mobile-first approach dramatically increases efficiency by eliminating paper-based workflows and reducing travel time between field locations and the office.  GIS Integration and Spatial Capabilities - Asset Essentials offers powerful GIS integration that meets your requirement to "provide spatial capabilities through industry-standard GIS." The system allows users to visualize assets on maps, create work orders directly from the map interface, and generate spatially based reports. This capability is particularly valuable for managing distributed infrastructure assets across your town.

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21  Preventative Maintenance Automation - Our system excels at preventative maintenance scheduling – a key objective in your RFP. Asset Essentials can automatically generate work orders based on time intervals, usage metrics, or asset conditions, helping the Town transition from reactive to proactive maintenance. This capability extends asset lifespans, reduces emergency repairs, and optimizes resource allocation.  Intuitive User Experience - Asset Essentials was designed with user experience as a priority, making it accessible to staff with varying levels of technical expertise. The intuitive interface requires minimal training and encourages adoption across departments. This user-friendly design addresses your requirement for "easy access to data for report and query generation without the need for a programming specialist."
 More than just Software – Brightly’s Asset Essentials a comprehensive asset management platform that will grow with the Town of Atherton, supporting your current needs while providing the flexibility to adapt to future requirements. Further, by partnering with Brightly, the Town is not only choosing a CMMS provider. The Town is choosing a long term partner with over 25 years of experience helping municipalities manage assets, plan for capital investment, and prepare for the future.

H. Cost model for your software services.

Brightly Software only provides cloud-based licensing.

As part of our SaaS-based model, we provide our software products via an annual subscription fee. This subscription fee includes access to the software, as well as system maintenance, enhancements and upgrades, and technical support. Subscription fees are determined by Brightly Software’ applications licensed, as well as the users and departments within your organization utilizing the solutions.

By subscribing to the proposed Brightly products, you will be set up with your desired license types. Your annual software subscription fee covers the cost of all licenses and users. There is no difference in cost among the various user licenses or types. User Roles can be thought of as "permission groups" that define the access that certain users have in our applications. As new users are added, you can assign them a role based on what you want them to see or access in the system.

Also included in your annual fee is:
 Ongoing software maintenance, updates and product enhancements  Client support, including our help desk
 A dedicated Client Success Representative (CSR)
 Data security (see our Data Center Operations for more details) ATTACHMENT 2

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22 Exhibit 1
Scheduling Core Custom Named
3 rd Party
Comment
Ability to create annual maintenance schedules
based on asset condition and defined levels of
service.

X Asset Essentials will generate annual
maintenance work orders automatically based
on a set schedule, calendar basis (daily, monthly,
quarterly, annually), meter reading or threshold.

Ability to customize schedules based on
predetermined routine or prioritized
maintenance intervals.

X Asset Essentials allows users to customize
maintenance schedules based on routines and
prioritized intervals, ensuring assets are serviced
at optimal times according to operational needs.

Mapping/GIS Core Custom Named
3 rd Party
Comment
Ability to display asset data in GIS, including
the ability to overlay various map layers from
each division
X Yes. In Asset Essentials, you can use the Esri map
function to view and create work orders, as well
as view your GIS layers. Layers can be toggled on
and off by users. Asset Essentials consumes
existing GIS data and syncs assets regularly or
on-demand so you can start to develop asset
history and cost.

Ability to present various report or query
information in GIS.

X Not currently available in GIS. Asset Essentials
includes reporting tools and analytic dashboards
that provide insights into maintenance costs,
asset performance and cost, resource allocation,
etc.

Ability to create maps based on pre-defined or
filtered criteria (at user level).

X The map can be filtered and sorted using predefined options such as date range, priority, work category, status, and assigned to. Various
filter options can be applied and saved, down to
the user level. The maps would then be selected
from the drop-down menu of saved filters.

Provide map symbolizing for various assets. X In Asset Essentials, you can use the Esri map feature to view and create work orders, as well
as view your GIS data. The data and symbology
displayed on the map is based on what you have
set up in Esri.

Asset Information/Reporting/Accessibility of
Information
Core Custom Named
3 rd Party
Comment
Ability to correlate various tracking numbers to
assets, (i.e. work orders, work codes, part
numbers, employee numbers, equipment
X Yes, Asset Essentials provides various tracking
numbers to assets including work orders, work
codes, part numbers, employee numbers,
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23 numbers, road log number, bridge name and
number, condition ratings, etc.)
equipment numbers, road log number, bridge,
name and number, condition ratings, etc.

Ability to track labor, equipment and materials
(LEM) utilized towards an asset(s).

X Yes, Asset Essentials tracks labor, equipment and
materials. Multiple rates can be accounted for
(i.e. overtime, holiday, FEMA, etc.)
Ability to query and filter all fields within the
system for quick reporting.

X Yes, the system allows for filtering and sorting of
fields for quick reporting and querying.

Ability to develop customized reports and
queries.

X Brightly offers robust standard and ad-hoc
reporting options as well as in-built analytical
dashboards for insights into your operations,
assets, work orders, team, etc. Reports are
exportable to common file formats including
PDF, CSV, Excel.

Ability to generate work plans and budgets,
and to produce reports of budgetary
expenditures.

X Yes, cost reports can be generated from the
system showing total dollars for work orders,
projects, labor, materials, services, parts, etc.

Cost centers are tied to work orders to ensure
the dollars are allocated appropriately.

Ability to manage assets from multiple
divisions (i.e. Traffic, Stormwater, Sewer, and
Road Maintenance)
X Yes, Brightly’s platform is designed to manage
assets across multiple divisions including Traffic,
Stormwater, Sewer, and Road Maintenance. The
system is configured to meet the needs of each
division for tracking work orders, managing
assets and reporting.

Ability to restrict access, or permissions based
on user roles and responsibilities.

X Yes, user permissions can be configured to meet
the needs for each role.

Ability to track asset type, model, vendor,
warranties, installation year.

X Yes, Asset Essentials meets this requirement.

Ability to track and manage facilities
maintenance.

X Yes. Asset Essentials meets this requirement. We
offer full end-to-end tracking and reporting for
facilities maintenance.

Ability to display work order activities on a
map.

X Yes, this is a core functionality available in Asset
Essentials.

Ability to manage material inventories at
various locations.

X Yes, material inventory can be managed at
various/multiple locations.

Ability to link as-built drawings, photos, videos,
permit information, resolutions/ordinances to
assets
X Asset Essentials includes the ability to attach
links/URLs, documents, photos, etc to assets.

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24 Ability to transfer existing data to new AMS
without high degree of data manipulation.

X Implementation includes a one-time import of
available locations, assets, scheduled PM data
and users.

Service credits can be purchased on demand to
seamlessly migrate existing work order history
over to Brightly’s AMS. Please see our pricing
matrix for pricing and scoping.

Field Devices Core Custom Named
3 rd Party
Comment
Ability to utilize mobile devices to download
and upload data while in the field.

X Yes, Asset Essentials mobile app is available for
download on iOS and Android devices. Your
team will have real-time access to data on a
mobile device and be able to capture and enter
data while in the field.

Ability to integrate with mobile devices for
both Apple and Android based products.

X Yes, Asset Essentials meets this requirement.

Real time updates when entering data with
tablets in the field.a
X Yes, Asset Essentials meets this requirement.

Ability to work off-line when 4G connection is
not available, with automatic update when
back in service.

X Yes, Asset Essentials meets this requirement.

Ability to geo-locate a user in the field. X Yes, Asset Essentials includes a breadcrumb feature which allows you to geolocate a user in
the field.

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25 Appendix 1 - Legal Considerations
Brightly Software, a Siemens company (“Siemens”), is providing subscription-based access to its commercial Cloud Services. These Cloud Services are provided to all our 12,000 global Customers in the same manner – with the same architecture, codebase, infrastructure, and security. Because of the nature of cloud services Offerings, we provide standard service and operational scalability to all Customers in the same manner because all Customers have access to the same Offerings.

Siemens makes its Offerings available under its Base Terms and applicable Supplemental Terms (“Terms of Service”) and copies of the Terms of Service are available at www.brightlysoftware.com/terms. If Siemens is selected as a vendor, we respectfully request the incorporation of the Terms of Service into the agreement to use Siemens’s Terms of Service as the governing agreement for Siemens’s Offerings. Siemens also respectfully reserves the right to negotiate the terms of the final contract at the time of award.

Siemens retains all ownership rights, title, and interest in and to its cloud services, including without limitation all corrections, enhancements, improvements to, or derivative works thereof, and in all intellectual property rights.

Siemens's practice is to engage in detailed legal reviews and comments of an entity’s agreement when there is sufficient expectation of a business relationship. Siemens will make good faith efforts to explain any conditions, exceptions, or limitations, if any, in our response. However, Siemens does not agree, and objects, to the idea that, if for some reason Siemens does not object to a particular point in this RFT/RFP, Siemens does not agree that this is a permanent waiver of objection. We are not required to accept any particular point of the RFT/RFP until it is negotiated and agreed upon as part of a final executed contract.

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Q-447544
• Omnia Partners Contract Number: R210702
• https://www.omniapartners.com/suppliers/brightly/public-sector Subscription Term: 68 months (11/01/2025 - 06/30/2031)
Cloud Services
Item Start Date End Date Pricing Based
On Investment
Asset Essentials
Enterprise
11/1/2025 6/30/2026
6,823.00
Population 7,585.53 USD
- Asset Essentials
Analytics
11/1/2025 6/30/2026 Included
- AE Safety 11/1/2025 6/30/2026 Included
- Asset Essentials
Inventory
11/1/2025 6/30/2026 Included
- Streets/Signs/
Sidewalks Module
11/1/2025 6/30/2026 Included
- Facilities/Physical
Plant Module
11/1/2025 6/30/2026 Included
- Storm Water
Module
11/1/2025 6/30/2026 Included
- Parks, Recreation
and Forestry
Module
11/1/2025 6/30/2026 Included
- Fleet Module 11/1/2025 6/30/2026 Included
- GIS Asset
Management
11/1/2025 6/30/2026 Included
Asset Essentials
Integration - Tier 2
11/1/2025 6/30/2026 1.00 Each 2,862.67 USD
Subtotal: 10,448.20 USD
2 Appendix 2 - Brightly Detailed Price Breakdown
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Professional Services
Item Pricing Based On Investment
Asset Essentials Enterprise
Implementation with Consulting 6,823.00 Population 10,095.65 USD AE Additional Department
Implementation One-Time 2,375.00 USD
Integration Implementation
Services

1.00 Each 7,680.00 USD
Professional Services & Project
Management

10.00 Hour(s)
Connection, Configuration, &
Validation 18.00 Hour(s)
Subtotal: 20,150.65 USD
Total Initial Investment 30,598.85 USD
*For integration services, a technical integration scoping call is required to define the specifics of the integration.

Based on the outcomes of this call, the purchase of additional services may be necessary 3 ATTACHMENT 2

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Cloud Services Subscription
Item
Investment
Year 2 Start
Date: 07/01/
2026
Investment
Year 3 Start
Date: 07/01/
2027
Investment
Year 4 Start
Date: 07/01/
2028
Investment
Year 5 Start
Date: 07/01/
2029
Investment
Year 6 Start
Date: 07/01/
2030
Asset Essentials
Enterprise
11,719.64 USD 12,071.23 USD 12,433.36 USD 12,806.37 USD 13,190.56 USD - Asset
Essentials
Analytics
Included Included Included Included Included
- AE Safety Included Included Included Included Included - Asset
Essentials
Inventory
Included Included Included Included Included
- Streets/Signs/
Sidewalks
Module
Included Included Included Included Included
- Facilities/
Physical Plant
Module
Included Included Included Included Included
- Storm Water
Module
Included Included Included Included Included
- Parks,
Recreation and
Forestry
Module
Included Included Included Included Included
- Fleet Module Included Included Included Included Included - GIS Asset
Management
Included Included Included Included Included
Asset Essentials
Integration -
Tier 2
4,422.82 USD 4,555.50 USD 4,692.17 USD 4,832.93 USD 4,977.92 USD Total: 16,142.46 USD 16,626.73 USD 17,125.53 USD 17,639.30 USD 18,168.48 USD 4 ATTACHMENT 2

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Asset Essentials Implementation with
Consulting
GIS Rider Statement of Work
Summary:

Company will provide specified professional consulting services to Customer to implement Asset Essentials, an on-line Computerized Maintenance Management System – Geographic Information System (GIS) functionality.

These professional services include meeting with key stakeholders to ensure the set-up and configuration of the system will meet the customer's operational needs; location and category hierarchies are configured appropriately; workflows meet the needs of the business; available data is cleaned, aligned and imported; and end users are trained and ready for go-live.

In Scope: The Deliverables below will be considered in scope of this SOW

1. Asset Essentials GIS Implementation

2. Asset Essentials GIS Training
Deliverables:
• Project initiation and discovery
• Available GIS data loaded
• GIS configuration
• User acceptance testing (UAT)
• End User training for Administrator and Full User roles Acceptance Process:

As each deliverable is completed, the Project Coordinator will confirm with the Customer and document acceptance in the Project Community Portal.
• Project initiation and discovery
◦ Kickoff call complete.
◦ Discovery call complete
◦ Data, configuration, and training requirements documented. • Available Data Loaded
◦ Available GIS data is loaded in AE to meet documented data requirements. • Account Configuration
◦ GIS features have been setup and configured to meet documented configuration requirements. • User Acceptance Testing
◦ Consultant-led end-to-end walkthrough and customer UAT has demonstrated functionality satisfying configuration requirements.
• End User Training
◦ Administrator and Full User roles have been received training on their role. 5 ATTACHMENT 2

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Assumptions:

Customer Assumptions:
• There will be a single point of contact/project manager for the duration of the project. • IT department is responsible for ensuring access to mobile devices, internet connections, email access, and web link access to the software such as white listing IP addresses. • The appropriate resources will be available for all scheduled activities. Canceling or rescheduling consulting activities within 2 weeks of the scheduled activity may result in a rescheduling fee being assessed.
• For on-site activities, Customer will provide a dedicated space with adequate technology, including but not limited to monitor/projector, computers, mobile devices, quality phone and internet connections. • Will provide relevant data to be loaded in a timely manner and in Excel or CSV format. Each record type will be provided in one file with one sheet with column headings and one record with corresponding attributes per row.
• If unable to provide data in an acceptable format for import, Consultant will guide Customer on how to manually create records.
• Customer has up to five business days to confirm deliverable acceptance. No response will be interpreted as acceptance.

Company Assumptions:
• Consultant will not access any 3rd party systems for the purpose of exporting data. • For on-site activities, Company will bill Customer for actual travel and associated expenses incurred. • Any services not explicitly included in this SOW are assumed to be out of scope.

Project Schedule:
• Kick-off Call with Project Coordinator
◦ Confirm software and services purchased
◦ Identify key stakeholders
◦ Assign resources
◦ Schedule key milestone dates, including anticipated projected completion date ◦ Access to Company's on-line Learning Management System ◦ Access to an interactive project plan
• Discovery with Consultant
◦ Interview key stakeholders to understand specific maintenance & operations objectives ◦ Overview of AE with key stakeholders, including data import requirements ◦ Determine optimal GIS configuration to meet objectives and drive KPIs ◦ Document data, configuration, and training requirements ◦ Schedule required consulting activities and confirm projected completion date • Data loaded by Consultant
◦ Review, cleanse, and load available GIS data
• Account configuration by Consultant
◦ Work Order creation from Map
◦ Citizen Portal
6 ATTACHMENT 2

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◦ Mobile Profiles
◦ Configure GIS Map settings
◦ Configure GIS Layer configuration
◦ Asset syncing
• User Acceptance Testing
◦ Configuration demo to walk through the end-to-end workflow from request to completion ◦ Demonstrate key functionality meets configuration requirements • Consultant conducts End User Training for Administrator and Full User roles ◦ End-to-end walkthrough for their role
◦ Desktop and mobile training
• Project Close
Change Management:

Customer may request that the Company add services not in the specifications by submitting a written proposed change order to the Company. Submitted change requests will be reviewed for approval. Approved change orders will become part of the applicable SOW when executed by both Parties, and the services described therein will become part of the services.

Invoicing:

At the conclusion of Go Live Support, the main consulting milestone will be completed to trigger billing for the full consulting service.

Asset Essentials Implementation with
Consulting Statement of Work
Summary:

Company will provide specified professional consulting services to Customer to implement Asset Essentials (AE), an on-line Computerized Maintenance Management System. These professional services include meeting with key stakeholders to ensure the set-up and configuration of the system will meet the customer's operational needs; location and category hierarchies are configured appropriately; workflows meet the needs of the business; available data is cleaned, aligned and imported; and end users are trained and ready for go-live.

In Scope: The Deliverables below will be considered in scope of this SOW:

1. Asset Essentials Implementation with Consulting

2. Asset Essentials Training

3. Post Consulting Go-Live Support
Deliverables:
• Project initiation and discovery
• Available location, asset, user, PM schedule Data Loaded • Account configuration
7 ATTACHMENT 2

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• User acceptance testing (UAT)
• End User training for Administrator and Full User roles • Go-Live support
Acceptance Process:

As each deliverable is completed, the Project Coordinator will confirm with the Customer and document acceptance in the Project Community Portal.
• Project initiation and discovery
◦ Kickoff call complete
◦ Discovery call complete
◦ Data, configuration, and training requirements documented • Available data loaded
◦ Available location, asset, user, PM schedule data is loaded in AE to meet documented data requirements.
• Account Configuration
◦ Account has been setup and configured to meet documented configuration requirements. • User Acceptance Testing
◦ Consultant-led end-to-end walkthrough and customer UAT has demonstrated to Customer functionality meets configuration requirements.
• End User Training
◦ Administrator and Full User roles have received training on their role. • Go-Live Support
◦ 30-day Go-Live Support period has been concluded.

Assumptions:

Customer Assumptions:
• There will be a single point of contact/project manager for the duration of the project. • IT department is responsible for ensuring access to mobile devices, internet connections, email access, and web link access to the software such as white listing IP addresses. • The appropriate resources will be available for all scheduled activities. Canceling or rescheduling consulting activities within 2 weeks of the scheduled activity may result in a rescheduling fee being assessed.
• For onsite activities, Customer will provide a dedicated space with adequate technology, including but not limited to monitor/projector, computers, mobile devices, quality phone and internet connections. • Will provide relevant data to be loaded in a timely manner and in Excel or CSV format. Each record type will be provided in one file with one sheet with column headings and one record with corresponding attributes per row.
• If Customer is unable to provide data in an acceptable format for import, Consultant will guide Customer on how to manually create records.
• Customer has up to (5) business days to confirm deliverable acceptance. No response will be interpreted as acceptance.
8 ATTACHMENT 2

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Company Assumptions:
• Consultant will not access any 3rd party systems for the purpose of exporting data. • Once End User Training has been completed, 30-day Go-Live Support period begins, consisting of up to 4 weekly 30-minute check-ins with the Implementation Specialist. If customer does not attend a scheduled check-in, it will be assumed no assistance was needed.
• For on-site activities, Company will bill Customer for actual travel and associated expenses incurred. • Any services not explicitly included in this SOW are assumed to be out of scope.

Project schedule and approach:
• Kick-off Call with Project Coordinator
◦ Confirm software and services purchased
◦ Identify key stakeholders
◦ Assign resources
◦ Schedule key milestone dates, including anticipated project completion date ◦ Access to Company's on-line Learning Management System ◦ Access to an interactive project plan
• Discovery with Consultant
◦ Interview key stakeholders to understand specific maintenance & operations objectives ◦ Overview of AE with key stakeholders, including data import requirements ◦ Determine optimal AE configuration to meet objectives and drive KPIs ◦ Document data and configuration requirements
◦ Schedule required consulting activities and confirm projected completion date • Data loaded by Consultant
◦ Review, cleanse, and load available user, location, asset, and scheduled PM data • Account configuration by Consultant
◦ Populate key drop-down menus
◦ Review/modify request and work order templates
◦ Configure workflow for request/approval/assignment of work orders • User Acceptance Testing
◦ Configuration demo to walk through the end-to-end workflow from request to completion ◦ Demonstrate key functionality meets configuration requirements • Consultant conducts End User Training for Administrator and Full User roles ◦ End-to-end walkthrough for their role
◦ Desktop and mobile training
• Go-Live Support
◦ Company provides (4) weekly check-in calls with Implementation Specialist and Customer ◦ Company Implementation specialist addresses any issues identified. Where issues require product support, Implementation Specialist will submit to Company Support ◦ Implementation Specialist adjusts configurations as needed prior to project close • Project Close
9 ATTACHMENT 2

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Sample Project Timeline (project timelines may vary):

Change Management:

Invoicing:

At the conclusion of Go Live Support, the main consulting milestone will be completed to trigger billing for the full consulting service.

Special Terms for Asset Essentials
Asset Essentials pricing is based on a maximum storage limit of 200GB of data. Data storage that exceeds 200GB may subject to an additional fee.
10 ATTACHMENT 2

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Partner Delivered Service
ERP (Enterprise Resource Planning) to AE (Asset Essentials) Integration SOW (Scope of Work)
This scope of work (SOW) is dated as of August 26, 2025, and is entered into and between Brightly Software, Inc. (Company) and City of Atherton (Customer). The Company and Customer (Parties) are executing this SOW solely for the purpose of enabling and authorizing Company’s integration partner Makini, Inc. (Subcontractor) to perform work for Customer.

Summary:

Company’s Subcontractor provides pre-built integrations to a wide range of industrial software systems including Enterprise Resource Planning (ERP), Manufacturing Execution Systems (MES), Warehouse Management Systems (WMS), and other critical business applications. These integrations enable Company's Asset Essentials (AE) Computerized Maintenance Management System (CMMS) to seamlessly read, write, and synchronize data between products and Customer's various software systems.

A full list of supported ERPs is available at: https://www.makini.io/integrations In Scope:

1. ERP to AE Integration Service
• SeeClickFix
Project Plan:
• Plan
o Subcontractor will hold a session to validate Customer requirements against readily available integrations to assess potential customization requirements. o Company will enable AE API (Application Programming Interface). o Subcontractor will assess connectivity requirements of the Customer software system(s) and testing requirements. Namely: whether software systems are deployed in the cloud or onpremises, whether the Customer has separate testing and production environments. o Subcontractor will hold kick off meeting with Customer. • Connect
o Once Customer provides access to the software system(s) to be integrated, Subcontractor will establish connection.
• Test
o Subcontractor and Customer arrange for a session to test integration in test and/or production instance(s).
o If Customer has test instance(s), Subcontractor and Customer will determine cut over period to production instances.
• Run
o Subcontractor disables access to Customer’s test instance(s) and Customer is operating in their production environment.
11 ATTACHMENT 2

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Acceptance Process:
• At the conclusion of the testing protocol, Customer will provide any feedback related to the integration Subcontractor and Company within 10-business days (excluding holidays) or unless otherwise determined.
• Customer to sign off on accepted integration
• If Customer feedback and sign off is not provided within the 10-business day period (excluding holidays), Company will assume that the integration services provided by the Subcontractor is approved and services will be deemed complete.

Assumptions & Responsibilities:

The Company has made the following general assumptions in this SOW to deliver this project based on initial discussions with Customer. It is the responsibility of Customer to validate these assumptions and before signing the Acceptance. Deviations from these assumptions may impact Company’s ability to successfully complete the project.

General
• A technical integration scoping call is required to define the specifics of the integration. Based on the outcomes of this call, the purchase of additional services may be necessary. • Services described will require 18 total hours of Subcontractor effort. However, hours may vary and a requote may be required after the conclusion of the integration scoping call. • If Subcontractor support hours exceed 20 hours, the purchase of additional services will be required by following the change management process outlined below. • The Customer acknowledges that detailed integration requirements cannot be determined prior to the completion of the technical discovery call.
• For avoidance of doubt, the Professional Services detailed in this SOW are limited to the integration between Asset Essentials (AE) and Customer’s software system, as specified. Custom development or modifications are not included and must be purchased separately if required. • All Parties will be actively engaged during this project to ensure success with email responses within 2 business days.
• Any Professional Services not explicitly included in this SOW are assumed to be out of scope. • Any additional requests outside the scope of this document will require additional Professional Services and will incur a fee
• All Professional Services are governed by Company’s Terms of Use:
https://www.brightlysoftware.com/terms
• Testing will be completed in the Customer’s test and production instances of their software system(s) if applicable and identified on the scoping call.

Customer Responsibilities
• Will provide access and connectivity means to the requested software system(s), which may include either or combination of user account, API credentials, database access and VPN/firewall credentials. This includes both testing and production environments, as required. • Will provide a single point of contact for the duration of the Professional Services contained in this SOW. 12 ATTACHMENT 2

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• Will nominate member of their team for Acceptance Testing. • Will attend scheduled meetings as required.

Company Responsibilities
• All Professional Services will be delivered virtually • This is a one-time Professional Service; Company is not responsible for updating or maintaining provided integration
• Company will enable AE API (Application Programming Interface) for the duration of a valid integration subscription.
• If any customization requests are discovered, then the change management process will be invoked.

Project Schedule:

Transpired time for these Professional Services may vary, but it is estimated that the activities outlined in this SOW will be completed within 60 days from the kick-off call between Company, Subcontractor, and Customer.

Change Management:

Customer may request that Company or Subcontractor add services not in the specifications of this SOW by submitting a written proposed change order to the Company. All Professional Service change orders will follow the Company’s Terms of Use: https://www.brightlysoftware.com/terms Invoicing:

At the conclusion of Professional Services outlined in this SOW, the integration service will be completed to trigger billing for the full service.
13 ATTACHMENT 2

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Order terms

BY SIGNING THIS ORDER FORM, WHETHER BY ELECTRONIC OR WRITTEN SIGNATURE, YOU ARE PLACING A BINDING ORDER FOR THE OFFERINGS SHOWN. IF THE INDIVIDUAL ENTERING INTO THIS AGREEMENT IS ACCEPTING ON BEHALF OF

A COMPANY OR OTHER LEGAL ENTITY, THE INDIVIDUAL REPRESENTS THAT THEY HAVE THE AUTHORITY TO BIND SUCH

ENTITY AND ITS AFFILIATES TO THE TERMS AND CONDITIONS OF THIS AGREEMENT, IN WHICH CASE THE TERM "CUSTOMER" SHALL REFER TO SUCH ENTITY AND ITS AFFILIATES. IF THE INDIVIDUAL ACCEPTING THIS AGREEMENT DOES

NOT HAVE SUCH AUTHORITY OR DOES NOT AGREE WITH THE TERMS AND CONDITIONS SET FORTH HEREIN, THE INDIVIDUAL MUST NOT ACCEPT THIS AGREEMENT AND MAY NOT USE THE OFFERINGS.

A. The "Effective Date" of the Agreement between Customer and Brightly Software, a Siemens Company ("Siemens") is the date Customer accepts this Order
B. Proposal expires in sixty (60) days.

C. The Siemens entity entering into this Agreement is Brightly Software, Inc., a Delaware corporation, and the notice address shall be Corporate Trust Center, 1209 Orange Street, Wilmington, DE 19801 USA, Attn: Brightly Software.

D. By accepting this Order, and notwithstanding anything to the contrary in any other purchasing agreement, Customer agrees to pay all relevant Subscription Fees for the full Subscription Term defined above.

E. Payment terms: Net 30
F. This Order and its Offerings will be subject to the terms and conditions of the Terms of Service (the Base Terms together with any applicable Supplemental Terms) found at http://brightlysoftware.com/terms (http://brightlysoftware.com/terms) ("Agreement"), unless Customer has a separate written agreement executed by Brightly Software, Inc. for the Offerings, in which case the separate written agreement will govern its defined Term. Acceptance is expressly limited to the terms of the Agreement. No other terms and conditions will apply.

The terms of any purchase order or other document from Customer are excluded and such terms will not apply to the Order and will not supplement or modify the Agreement irrespective of any language to the contrary in such document.

G. Where the Customer is a state, local, or public education entity created by the laws of the applicable state, Siemens and Customer agree that the provisions of the State, Local Government, and Higher Education Addendum ("SLED Addendum") found at http://brightlysoftware.com/terms (http://brightlysoftware.com/terms) take precedence over any conflicting terms in the Agreement to the extent the deviations set forth therein are required by applicable law.

H. Siemens shall invoice Customer and Customer agrees to pay Siemens the amount specified on this Order.

Quantities purchased may not be decreased during the relevant Subscription Term. Customer is responsible for providing complete and accurate billing and contact information to Siemens and notifying Siemens promptly of any changes to such information.

I. If Customer is paying by credit card or Automated Clearing House ("ACH"), Customer shall establish and maintain valid and updated credit card information or a valid ACH auto debit account (in each case, the "Automatic Payment Method"). Upon establishment of such Automatic Payment Method, Siemens is hereby authorized to charge any applicable fees, including any processing fees, using such Automatic Payment Method.

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required hereunder, and 2) any taxes, including withholding taxes, resulting from making an Offering available to Users in geographic locations outside the country in which Customer is located as per the Order. For clarity, Siemens is solely responsible for taxes assessable against Siemens based on its income, property and employees.

K. Siemens maintains the right to increase fees within the Subscription Term for Recurring Fee Offerings by an amount not to exceed the greater of prices shown in the investment table or the applicable CPI and other applicable fees and charges every 12 months. Any additional or renewal Subscription Terms will be charged at the then-current rate.

L. In the event Customer purchases the Cloud Services (including any renewals thereof) through an authorized reseller of Siemens, the terms and conditions of this Agreement shall apply and supersede any other agreement except for any terms and conditions related to fees, payment or taxes. Such terms and conditions shall be negotiated solely by and between Customer and such authorized reseller. In the event Customer ceases to pay the reseller, or terminates its agreement with the reseller, Siemens shall have the right to terminate Customer's access to the Cloud Services at any time upon thirty (30) days' notice to Customer unless Customer and Siemens have agreed otherwise in writing.

Cloud Services
A. Billing frequency: Annual
B. Cloud Services Offerings will be subject to the terms and conditions of the General Software and Cloud Supplemental Terms found at http://brightlysoftware.com/terms (http://brightlysoftware.com/terms) .

C. Any Offerings identified as Cloud Services on this Order shall automatically renew for additional periods equal to the expiring Subscription Term or one year, whichever is longer, unless either party has provided written notice of its intent to terminate the Cloud Service subscription not less than forty-five (45) days prior to the expiration of the then-current Subscription Term.

D. During the Term, Siemens shall, as part of Customer's Subscription Fees provide telephone and email support ("Support Services") 24 hours/day, 7 days/week.

E. Siemens shall use commercially reasonable efforts to make its Software or Cloud Service available 99.9% of the time for each full calendar month during the Subscription Term, determined on twenty-four (24) hours a day, seven (7) days a week basis (the "Service Standard"). The Service Standard availability for access and use by Customer(s) excludes unavailability when due to: (a) any access to or use of the Cloud Service by Customer or any Account User that does not strictly comply with the terms of the Agreement or the Documentation; (b) any failure of performance caused in whole or in part by Customer's delay in performing, or failure to perform, any of its obligations under the Agreement; (c) Customer's or its Account User's Internet connectivity; (d) any Force Majeure Event; (e) any failure, interruption, outage, or other problem with internet service or non-Cloud Service; (f) Scheduled Downtime; or (g) any disabling, suspension, or termination of the Cloud Service by Siemens pursuant to the terms of the Agreement. "Scheduled Downtime" means, with respect to any applicable Cloud Service, the total amount of time (measured in minutes) during an applicable calendar month when such Cloud Service is unavailable for the majority of Customer's Account Users due to planned Cloud Service maintenance. To the extent reasonably practicable, Siemens shall use reasonable efforts to provide eight (8) hours prior notice of Cloud Service maintenance events and schedule such Cloud Service maintenance events outside the applicable business hours.

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software for use solely in conjunction with the Cloud Services. Customer is prohibited from reselling any software developed through the use of the APIs unless (a) Customer is separately authorized to do so as a member of a Siemens partner program, or (b) Customer has purchased an Offering which include APIs that explicitly allows Customer to develop software for Customer's internal use or for resale under terms and conditions at least as protective as this Agreement. Customer may not otherwise modify, adapt, or merge the Offerings. Siemens has no obligations or liability for software developed by Customer using the APIs. Customer is prohibited from using unpublished APIs under any circumstances.

G. Siemens reserves the right to block IP addresses originating from a Denial of Service (DoS) attack. Siemens shall notify Customer should this condition exist and inform Customer of its action. Once blocked, an IP address shall not be able to access the Cloud Service and the block may be removed once Customer is satisfied corrective action has taken place to resolve the issue. Siemens also reserves the right to suspend or terminate service if Customer: 1) performs load tests, network scans, penetration tests, ethical hacks or any other security auditing procedure on the Cloud Service, 2) interferes with or disrupts the integrity or performance of the Cloud Service or data contained therein, or 3) otherwise violates the use restrictions under this Agreement.

H. Customer is entitled to access and use the Offerings only as explicitly described in the Documentation. These Offerings are intended for Customer's internal business operations only. There are no additional Entitlements or rights to use the Offerings or their related APIs beyond what is specified. Any other access or use is strictly prohibited under the Terms.

I. At the time of this Order, the implementation of the requirements of the Cyber Resilience Act EU 2024/2847 ("CRA") is not yet mandatory in the European Union (EU) due to its transitional periods. Not all clarifications on measures that the Customer and contractor will take to implement the new requirements within the project implementation can currently be completed. Therefore, the parties agree that the project scope and contract price agreed upon at the time of Agreement conclusion do not yet include any necessary measures to implement the CRA requirements. Siemens will present the implementation of these measures together with an adjustment of the contract price and schedules considering any additional expenses of the contractor in the appropriate project phases through the Change Request procedure.

Professional Services:

A. Professional Services Offerings will be subject to the terms and conditions of the Services Supplemental Terms found at http://brightlysoftware.com/terms (http://brightlysoftware.com/terms).

B. Unless otherwise specified in an applicable Order: (i) Siemens will perform the Professional Services during workdays, Monday through Friday, up to 8 hours a day; (ii) any estimate of hours or costs are reasonable, good faith estimates only; and (iii) each task is performed as firm fixed price work or time and materials as described in this Order. Siemens is only obliged to supply Professional Services and/or Deliverables as expressly stated in this Order. Siemens shall not be obliged to supply any Professional Services and/or Deliverables without a valid Order.

C. Scheduling. Siemens requires at least 6 weeks advanced notice from the acceptance of an Order to schedule Professional Services delivery dates when travel is required. Onsite Professional Services shall be delivered consecutively in a single onsite visit unless the applicable Order includes the additional fees and incidental expenses associated with multiple visits.

D. Unused Professional Services. Unless otherwise specified in the Order, Siemens reserves the right to expire any unused Professional Services 6 months from the Effective Date set forth on the Order, and Customer will not be entitled to receive a refund for any fees prepaid for such expired Professional Services.

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and timely performing any tasks reasonably necessary to enable Siemens to perform its obligations under the Order, and (iii) actively participate in scheduled project meetings. Any delays in the performance of Professional Services or delivery of Deliverables caused by Customer may result in additional applicable charges for resource time.

F. Incidental Expenses. Customer will reimburse Siemens for travel and related business expenses incurred in connection with Professional Services. If an estimate of incidental expenses is included in the Order, Siemens will not exceed a 5% inflation of such estimate without the written consent of Customer.

Additional information
A. Prices shown above do not include any taxes that may apply. Any such taxes are the responsibility of Customer.

This is not an invoice. For customers based in the United States, any applicable taxes will be determined based on the laws and regulations of the taxing authority(ies) governing the "Ship To" location provided by Customer. Tax exemption certifications can be sent to [email protected] (mailto:[email protected]).

B. Billing frequency other than annual is subject to additional processing fees.

C. Provide Siemens with the purchase order number, if applicable. Acceptance of this Order without a purchase order number indicates that a purchase order is not necessary. Please reference Q-447544 on any applicable purchase order and email to [email protected] (mailto:[email protected])
D. Brightly Software, Inc. can provide evidence of insurance upon request. 17 ATTACHMENT 2

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PREPARED FOR
Town Of Atherton ("Customer")
91 Ashfield Road
Atherton, CA 94027

PREPARED BY
Brightly Software Inc
4242 Six Forks Road, Suite 1400
Raleigh, NC 27609

PUBLISHED ON
February 23, 2026
1

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Q-447544
• Omnia Partners Contract Number: R210702
• https://www.omniapartners.com/suppliers/brightly/public-sector Subscription Term: 63 months (04/01/2026 - 06/30/2031)
Cloud Services
Item Start Date End Date Pricing Based On Investment
Asset Essentials
Enterprise
4/1/2026 6/30/2026
6,823.00
Population 2,844.57 USD
- Asset Essentials
Analytics
4/1/2026 6/30/2026 Included
- AE Safety 4/1/2026 6/30/2026 Included
- Asset Essentials
Inventory
4/1/2026 6/30/2026 Included
- Streets/Signs/
Sidewalks Module
4/1/2026 6/30/2026 Included
- Facilities/Physical
Plant Module
4/1/2026 6/30/2026 Included
- Storm Water
Module
4/1/2026 6/30/2026 Included
- Parks, Recreation
and Forestry Module
4/1/2026 6/30/2026 Included
- Fleet Module 4/1/2026 6/30/2026 Included
- GIS Asset
Management
4/1/2026 6/30/2026 Included
Asset Essentials
Integration - Tier 2
4/1/2026 6/30/2026 1.00 Each 1,073.50 USD
04/01/2026 - 06/30/2026 included at no additional cost -3,918.07 USD Subtotal: 0.00 USD
2

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10.00 Hour(s)
Connection, Configuration, &
Validation 18.00 Hour(s)
Data Gathering 99,000.00 Sq. Ft. 3,168.99 USD
PM Schedule Creation 99,000.00 Sq. Ft. 1,575.09 USD
Equipment Barcode Tagging 99,000.00 Sq. Ft. 1,575.09 USD Subtotal: 26,469.82 USD
Total Initial Investment 26,469.82 USD
*For integration services, a technical integration scoping call is required to define the specifics of the integration.

Based on the outcomes of this call, the purchase of additional services may be necessary 3

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Cloud Services Subscription
Item
Investment
Year 2 Start
Date: 07/01/
2026
Investment
Year 3 Start
Date: 07/01/
2027
Investment
Year 4 Start
Date: 07/01/
2028
Investment
Year 5 Start
Date: 07/01/
2029
Investment
Year 6 Start
Date: 07/01/
2030
Asset Essentials
Enterprise
11,378.29 USD 11,719.64 USD 12,071.23 USD 12,433.36 USD 12,806.37 USD - Asset
Essentials
Analytics
Included Included Included Included Included
- AE Safety Included Included Included Included Included - Asset
Essentials
Inventory
Included Included Included Included Included
- Streets/Signs/
Sidewalks
Module
Included Included Included Included Included
- Facilities/
Physical Plant
Module
Included Included Included Included Included
- Storm Water
Module
Included Included Included Included Included
- Parks,
Recreation and
Forestry
Module
Included Included Included Included Included
- Fleet Module Included Included Included Included Included - GIS Asset
Management
Included Included Included Included Included
Asset Essentials
Integration -
Tier 2
4,294.00 USD 4,422.82 USD 4,555.50 USD 4,692.17 USD 4,832.93 USD Total: 15,672.29 USD 16,142.46 USD 16,626.73 USD 17,125.53 USD 17,639.30 USD 4

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Asset Essentials Implementation with
Consulting
GIS Rider Statement of Work
Summary:

In Scope: The Deliverables below will be considered in scope of this SOW

1. Asset Essentials GIS Implementation

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Assumptions:

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Invoicing:

At the conclusion of Go Live Support, the main consulting milestone will be completed to trigger billing for the full consulting service.

Asset Essentials Implementation with
Consulting Statement of Work
Summary:

In Scope: The Deliverables below will be considered in scope of this SOW:

1. Asset Essentials Implementation with Consulting

2. Asset Essentials Training

3. Post Consulting Go-Live Support
Deliverables:
• Project initiation and discovery
• Available location, asset, user, PM schedule Data Loaded • Account configuration
7

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• User acceptance testing (UAT)
• End User training for Administrator and Full User roles • Go-Live support
Acceptance Process:

As each deliverable is completed, the Project Coordinator will confirm with the Customer and document acceptance in the Project Community Portal.
• Project initiation and discovery
◦ Kickoff call complete
◦ Discovery call complete
◦ Data, configuration, and training requirements documented • Available data loaded
◦ Available location, asset, user, PM schedule data is loaded in AE to meet documented data requirements.
• Account Configuration
◦ Account has been setup and configured to meet documented configuration requirements. • User Acceptance Testing
◦ Consultant-led end-to-end walkthrough and customer UAT has demonstrated to Customer functionality meets configuration requirements.
• End User Training
◦ Administrator and Full User roles have received training on their role. • Go-Live Support
◦ 30-day Go-Live Support period has been concluded.

Assumptions:

Customer Assumptions:
• There will be a single point of contact/project manager for the duration of the project. • IT department is responsible for ensuring access to mobile devices, internet connections, email access, and web link access to the software such as white listing IP addresses. • The appropriate resources will be available for all scheduled activities. Canceling or rescheduling consulting activities within 2 weeks of the scheduled activity may result in a rescheduling fee being assessed.
• For onsite activities, Customer will provide a dedicated space with adequate technology, including but not limited to monitor/projector, computers, mobile devices, quality phone and internet connections. • Will provide relevant data to be loaded in a timely manner and in Excel or CSV format. Each record type will be provided in one file with one sheet with column headings and one record with corresponding attributes per row.
• If Customer is unable to provide data in an acceptable format for import, Consultant will guide Customer on how to manually create records.
• Customer has up to (5) business days to confirm deliverable acceptance. No response will be interpreted as acceptance.
8

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Sample Project Timeline (project timelines may vary):

Change Management:

Invoicing:

At the conclusion of Go Live Support, the main consulting milestone will be completed to trigger billing for the full consulting service.

Special Terms for Asset Essentials
Asset Essentials pricing is based on a maximum storage limit of 200GB of data. Data storage that exceeds 200GB may subject to an additional fee.
10

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Summary:

A full list of supported ERPs is available at: https://www.makini.io/integrations In Scope:

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Assumptions & Responsibilities:

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• Will nominate member of their team for Acceptance Testing. • Will attend scheduled meetings as required.

Project Schedule:

Change Management:

At the conclusion of Professional Services outlined in this SOW, the integration service will be completed to trigger billing for the full service.
13

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Equipment Inventory Data Gathering Scope of
Work
Purpose
Equipment Inventory Data Gathering is performed through the conduction of staff interviews and physical onsite data gathering. The following is meant to establish details of the deliverable that Brightly (Company) will provide on "Equipment Inventory" (Data Gathering) assignments. These onsite activities are done in conjunction with a Certified Brightly Provider (Company Service Provider).

Value
By leveraging Company's Equipment Inventory Data Gathering service, Company customers are able to track work related to individual assets and make better data driven decisions related to those items.

Deliverables
All Equipment Inventory Data Gathering services include the following deliverables:
• Collection of major equipment items for populating your Brightly Work & Asset Management solution. • Import major Equipment Items into customer's Brightly Work & Asset Management solution. • No report will be provided.

Methodology and Approach
The collection and documentation of equipment inventory data is conducted onsite by a Brightly Service Provider (Company Service Provider). Inventory of all major building equipment will be performed capturing quantity & size along with the following attributes:
• Equipment Item Number (will be created if not existing) • Site/Location/Building Name
• Description
• Classification/Type
• Manufacturer (where available)
• Model (where available)
• Serial Number (where available)
• Barcode (where available)
Asset Inventory and Systems Table
The following table defines the standard SOW that will be followed to capture the equipment data used to build the Equipment Inventory, which will be imported into the Work & Asset Management Solution.

Table Column Header Descriptions
• Individual or System Level Capture
• Individual = Item will be collected individually
16

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System = Item will be grouped by system or sub-system, location will correspond to the associated building structure
• Included in Equipment Inventory? Y/N
• No = Item will not be setup in the work & asset management solution • *Items captured as a system will be setup as a single equipment inventory item so that work can be tracked against it.

Sub-System
Individual or
System Level
Capture
Included in
Equipment
Inventory (Y/
N)
Comments
Electrical
Automatic Transfer
Switch Individual Yes
Make/Model/Serial number will be captured when
available
Electric Door
Systems
Individual Yes Exterior Doors Only
Emergency
Generators
Individual Yes
Must be Permanently Installed, does not include mobile
units
Main Distribution
Panels Individual Yes Primary panel bringing utility into building only Motor Control
Centers
Individual Yes
Switchgear Individual Yes
Transformers Individual Yes Primary Service to Building (Must be Customer Owned) Breakers, switches or
starters
Not Included in Service
Individual light
fixtures (emergency,
exterior, etc.)
Not Included in Service
Motors Not Included in Service
Portable Generators Not Included in Service
Secondary Electrical
Panels Not Included in Service
17

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Sub-System
Individual or
System Level
Capture
Included in
Equipment
Inventory (Y/
N)
Comments
VFDs Not Included in Service
Emergency Back
Up Lights System Level Yes
Lighted Exit Signs System Level Yes
Equipment
Commercial Laundry
(washers, dryers) Individual Yes
Commercial Trash
Compactors
Individual Yes
Customer-Owned, Permanently-installed facility
infrastructure units only
Residential Type
Appliances, Shop
Tools and
Equipment
Not Included in Service Residential Washer/Dryers, Refrigerators, Microwaves and Ranges Not Included
Exterior Enclosure
Garage Door &
Garage Door Opener
Individual Yes
Commercial Type Garage Openers Only (Excludes
Residential single care garage doors)
Fire Protection
Eyewash / Safety
Showers Individual Yes Permanently Installed Items
Fire Pump Individual Yes Main Fire Pump and Jockey Pumps greater than 1 HP Main Fire Panel Individual Yes
Fire valves, hydrants Not Included in Service
Smoke detectors,
horn strobes Not Included in Service
AEDs System Level Yes
Exhaust Hood
Suppression System
System Level Yes
18

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Sub-System
Individual or
System Level
Capture
Included in
Equipment
Inventory (Y/
N)
Comments
Fire Alarm System System Level Yes Barcode applied to Main Fire Panel Fire Extinguishers System Level Yes
Specialty Fire
Suppression System
System Level Yes Kitchen-Style Suppression System
Sprinkler System System Level Yes
HVAC
Air Handling Units Individual Yes Includes Rooftop and Ground Boilers Individual Yes
Building Automation
System
Individual Yes
Chilled Water pumps Individual Yes
Chillers Individual Yes
Cooling Tower
pumps
Individual Yes
Cooling Towers Individual Yes
Deaerators Individual Yes
Energy Recovery
Units
Individual Yes
Exhaust Fans Individual Yes Rooftop Only
Furnaces Individual Yes Non-Residential
Heat Pumps Individual Yes
Make/Model/Serial number will be captured for both
interior and exterior when accessible; otherwise it will be captured as one single cost and item
Hot Water pumps Individual Yes
19

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Sub-System
Individual or
System Level
Capture
Included in
Equipment
Inventory (Y/
N)
Comments
Make Up Air Units Individual Yes
Package AC Units Individual Yes Includes Rooftop and Ground Split Systems Individual Yes
Ductless Split Systems will be captured as one single
item. The barcode will be located on the exterior unit
Unit Heaters Individual Yes
Fan Coil Units* Individual Yes
Included in the service and quantified based on
customer supplied data and/or drawings only. *No
visual capture.

Unit Ventilators* Individual Yes
Included in the service and quantified based on
customer supplied data and/or drawings only. *No
visual capture.

VAV Boxes* Individual Yes
Included in the service and quantified based on
customer supplied data and/or drawings only. *No
visual capture.

Window Units Not Included in Service
Radiators Not Included in Service
Thermostatic
Controls Not Included in Service
Kitchen
Dishwashers Individual Yes Commercial-Style, non-residential Exhaust Hoods Individual Yes Commercial-Style, non-residential Freezer (Walk In,
Reach In) Individual Yes
Grease Traps Individual Yes
Will not receive a barcode if barcoding services is
included
20

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Sub-System
Individual or
System Level
Capture
Included in
Equipment
Inventory (Y/
N)
Comments
Large Kitchen
Equipment
Individual Yes Valued above $2,000
Oven, Stoves Individual Yes
Refrigerator (Walk In,
Reach In) Individual Yes Commercial-Style, non-residential Broilers, Grills,
Fryers
Individual Yes Valued above $2,000
Counter Top
Appliances Not Included in Service
Cutlery Not Included in Service
Tables, Racks Not Included in Service
Plumbing
Domestic Hot Water
Heaters
Individual Yes
80 Gallons and Above. Does not include Instant Hot
Water Heaters
Domestic Water
Booster Pumps
Individual Yes 1 HP and above
Hot Water Storage
Tank Individual Yes
Main Backflow
Preventer
Individual Yes Includes Domestic and Fire Suppression
Sump Pumps Individual Yes
Filters Not Included in Service
Fixtures Not Included in Service
Strainers Not Included in Service
Valves Not Included in Service
Vertical
Transportation
21

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Sub-System
Individual or
System Level
Capture
Included in
Equipment
Inventory (Y/
N)
Comments
Dumb Waiter Individual Yes
Elevators Individual Yes
Escalators Individual Yes
Assumptions
• Average building square footage is greater than 10,000 sq. feet. If average square footage of all buildings to be included to receive the service is less than 10,000 sq. feet, custom pricing is needed. • All buildings are located within one primary geographic zone/region (Example – School District, Higher Education, Main Campus, and Town). If multiple or scattered locations across the state are to receive the service a custom quote must be obtained. (Example – Multiple Higher Education Satellite Campuses locations, State Department Agencies)
• Residence Halls –Individual in-room collection of assets would not be provided, if desired a custom quote would be needed.
• Reconciliation of existing equipment in Company work & asset management solutions and updating of historical records will not be performed. If reconciliation is required this is subject to additional costs depending upon the amount of changes requested.
• Capture of Data plate information is subject to readily accessible, legible information plate. • Company team members make final determination of whether areas housing assets are safely accessible for data collection.
• Company team members will not move assets or interfere with asset functionality to collect nameplate information.
• All Data on SOW is captured at the asset level – subcomponents of assets listed on the SOW will not be captured.
• Equipment not in service or identified as "Run-to-Fail" are excluded from data gathering service unless inventory is required for compliance purposes.

Customer Responsibility

1. Customer will provide the needed input, resources, and documentation to support the tasks of the service and associated timelines for delivery of the service.

2. Any data to be migrated from customer drawings or spreadsheets has to be provided to the Company Service Provider within 15 business days of completion of onsite activity.

3. Customer will review and provide any feedback related to data sent to them for review by Company Service Provider or Company within 15 business days or unless otherwise determined.

4. If Data is not reviewed within the 15 business day time period Company will assume that the Data 22

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provided by the Company Service Provider is approved and will load into the customer's software.

5. Customer will be responsible for scheduling and coordinating all meetings and interviews involving other teams, departments, management teams or other necessary resources required for the success of this project.

6. Customer will provide adequate access to working facilities (i.e., access badge, parking pass), if specific authorization or clearance is required customer will notify Company and/or Company Service Provider in advance of onsite.

7. Customer will ensure that the Company Service Provider is granted accessibility to the facilities and/or systems required to conduct the necessary work defined in this SOW. If Company Service Provider is not granted access to all areas, this could result in missed information gathering and/or delays in implementation timelines.

8. Customer will ensure that the Company Service Provider is granted accessibility to Company Software, for Customers with Connect Authenticate/Single Sign On this may require your Technology Team to setup the Company Service Provider in your organizations Identity Provider service.

9. Customer will provide a knowledgeable escort for work defined in this SOW and access to personnel as necessary.

10. Reconciliation of existing equipment in Company work & asset management solutions and updating of historical records is subject to additional costs depending upon the amount of changes requested.

11. Addition of Equipment Barcode Tagging services must be purchased prior to onsite activity by the Company Service Provider and is not included in the Standard Equipment Inventory Data Gathering SOW.

Milestone Billing - Invoice Schedule
Invoicing for the Equipment Inventory Data Gathering service will be provided as delivery milestones are completed for projects equal to or greater than 500,000 square feet. Below is the schedule for the billing milestones and the related percentage.

Equipment
Inventory Data
Gathering
Milestones
Description Percentage
Mobilization Project acquisition template set up, Vendor kickoff call with customer, Travel arrangement costs; other miscellaneous pre-visit preparation 20%
On-Site Field Data
Capture
Project launch meeting with customer first day of onsite, acquisition of data to Scope of Work at all locations included in project, and closing meeting at end of onsite activity to confirm completion and review next step actions. 60%
23

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Equipment
Inventory Data
Gathering
Milestones
Description Percentage
Data Management
Data activity, including quality assurance and control that occurs after field work is completed to produce the data file. 20%
*If project is greater than 1.5M Square feet additional milestones will be leveraged. 24

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Equipment Inventory Barcoding Service
Purpose
The Equipment Inventory Barcoding Service works with your Brightly Work & Asset Management solution in conjunction with an "Equipment Inventory" (Data Gathering) or a Facility Condition Assessment (FCA) service offering.

Value
Barcoding identifies equipment by assigning a unique number to that equipment item which will then serve as an identifier in your Brightly Work & Asset Management system database allowing for easier identification and tracking of the item. The barcoding of equipment inventory occurs during the onsite equipment data gathering/ collection process.

Deliverables by Brightly to the Customer include the following:
• Commercially produced weather resistant barcodes will be applied to the major pieces of equipment covered in the scope of work provided in the Data Gathering or Facility Condition Assessment services. • Barcode numbers will be available for use at the time equipment inventory data is imported into your Brightly Work & Asset Management solution.

The Brightly Service Provider will make an effort to apply barcodes in a convenient location so the facility's maintenance staff can easily identify them. Based upon our professional expertise, we recommend the following –
• Application of the barcode shall be placed next to the Data Plate of an Asset. Placing barcodes in this location ensures that the barcode can be easily identified and associated to the asset in a CMMS software.
• If data plate is not present, or is inaccessible, the barcode will be placed in an accessible area that is easily seen by maintenance technicians, does not detract from the appearance of the equipment, isn't in danger of being tampered with, or will be otherwise destroyed through normal use and cleaning of the asset.

Assumptions
• Purchase of service is made prior to onsite activity. If onsite activity has been completed, custom pricing would be required as a revisit would be needed for the placement of the barcodes. • For Asset Essentials Customers, determination of 1D (Standard) vs 2D (QR Codes) is required prior to onsite activity. URL creation along with QR code purchase and encoding is needed prior to onsite activity. If determination is not provided prior to onsite activity, 1D (Standard) barcodes will be used.

Invoice Schedule
Invoicing for the Barcoding Service will be provided upon completion of onsite activity at 100%. 25

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Preventive Maintenance Schedule Creation
Purpose
Preventive Maintenance (PM) Schedule creation is a service offering provided in conjunction with an "Equipment Inventory" (Data Gathering) service or Facility Condition Assessment (FCA). PM Schedules will be generated off the equipment inventory collected by the Company Service Provider during either the Data Gathering or FCA service. The intent of this service is to identify needed procedures and inspections required to maintain facilities systems in safe, reliable and efficient condition.

Value
By leveraging Company's PM Schedule Creation service, Company customers are able to leverage and incorporate regular preventive maintenance best practices of their equipment. By performing regular or routine maintenance best practices, you ensure that your equipment is operating under safe and optimal conditions thus preventing the potential for downtime and shorter life expectancy.

Deliverables
All Preventive Maintenance Schedule Creation services include the following deliverables:
• Creation of PM Schedules for populating your Brightly Work & Asset Management solution • Data population within Company Software. No report will be provided.

Methodology and Approach
Company Service Providers leverage multiple libraries of PM standards to create PM schedules. These standards are based upon prevailing national codes and standards such as ASTM, ASHRAE, NFPA and BOMA. Procedures related to performing the tasks within the schedule will include:
• Safety Points
• Tools Required
• Estimated Time to Complete Maintenance
• Step-by-step procedure to complete maintenance work order Prior to the import or population within the Company Software, the Company Service Provider will:
• Review of PM Task Check-off Lists with Customer
• Setup baseline PM schedules for the equipment inventory collected • Work with the Customer to determine PM Schedule assignment. Assignment includes setting up the appropriate Technician or contractor who will be performing the related PM tasks into the master import template to ensure that the routing of work flows accordingly in the Work & Asset Management Solution. Assignment will be made at the location or craft level. Anything above and beyond this level of assignment will be managed and maintained by the customer within the software or require a custom scope of work for the Company Service Provider to deliver. For assignment to occur, the customer must have the Technician or contractor created in the software prior to onsite activity. • Work with the Customer to determine the start date, frequency and load balancing based upon customer staffing. If start dates cannot be determined or agreed upon within a timely manner, the PM 26

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Schedules will be loaded into the Customer's Work & Asset Management solution as "Inactive".

Assumptions
• Customer will provide feedback/review of PM Schedules within 15 business days of delivery from the Company Service Provider. If feedback/review of PM Schedules exceeds 30 business days, Company will provide a Deliveriable Acceptance Form to the customer to complete review within 30 days. If feedback is not provided during this time period, Company will assume delivery of the service and import the PM schedules as "inactive" in the system. Company will provide training on how updates can be made within the software or perform mass updates if needed for a fee. • Once PM Schedules are imported into the Company Work and Asset Management applications, any updates and/or alterations of those schedules need to be communicated to Company within 30 days. Company will only make updates related to the below items:
• Discontinuation of PM Schedules created with the service • Alteration of frequency on existing schedules created with the service • Alteration of start dates for the schedules created with the service Otherwise, any revisions beyond this 30 day period will be the responsibility of the customer to perform within the software or Company to perform at an additional fee. • Reconciliation of existing PM Schedules in the customer's account is subject to additional costs depending upon the number of active PM's and is not a part of the standard SOW.

Invoice Schedule
Invoicing for the PM Schedule Creation Service will be provided upon receipt of PM Schedule drafts at 100% Order terms

A COMPANY OR OTHER LEGAL ENTITY, THE INDIVIDUAL REPRESENTS THAT THEY HAVE THE AUTHORITY TO BIND SUCH

NOT HAVE SUCH AUTHORITY OR DOES NOT AGREE WITH THE TERMS AND CONDITIONS SET FORTH HEREIN, THE INDIVIDUAL MUST NOT ACCEPT THIS AGREEMENT AND MAY NOT USE THE OFFERINGS.

A. The "Effective Date" of the Agreement between Customer and Brightly Software, a Siemens Company ("Siemens") is the date Customer accepts this Order
B. Proposal expires in sixty (60) days.

E. Payment terms: Net 30
27

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F. This Order and its Offerings will be subject to the terms and conditions of the Terms of Service (the Base Terms together with any applicable Supplemental Terms) found at http://brightlysoftware.com/terms (http://brightlysoftware.com/terms) ("Agreement"), unless Customer has a separate written agreement executed by Brightly Software, Inc. for the Offerings, in which case the separate written agreement will govern its defined Term. Acceptance is expressly limited to the terms of the Agreement. No other terms and conditions will apply.

H. Siemens shall invoice Customer and Customer agrees to pay Siemens the amount specified on this Order.

J. Customer is responsible for paying all taxes associated with its purchases hereunder. Siemens shall invoice Customer and Customer shall pay that amount unless Customer provides Siemens with a valid tax exemption certificate, direct pay permit, or other government-approved documentation. Notwithstanding the foregoing, Customer is responsible for, and, to the extent permitted by law, will indemnify Siemens for: 1) any encumbrance, fine, penalty or other expense which Siemens may incur as a result of Customer's failure to pay any taxes required hereunder, and 2) any taxes, including withholding taxes, resulting from making an Offering available to Users in geographic locations outside the country in which Customer is located as per the Order. For clarity, Siemens is solely responsible for taxes assessable against Siemens based on its income, property and employees.

Cloud Services
A. Billing frequency: Annual
B. Cloud Services Offerings will be subject to the terms and conditions of the General Software and Cloud 28

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Supplemental Terms found at http://brightlysoftware.com/terms (http://brightlysoftware.com/terms) .

D. During the Term, Siemens shall, as part of Customer's Subscription Fees provide telephone and email support ("Support Services") 24 hours/day, 7 days/week.

F. USE OF APIS. Customer is authorized to use any Application Programming Interface that is either: i) identified as a Cloud Services Offering, or ii) identified as published in the Documentation (collectively the "APIs") as part of any Offering for Customer's internal business purposes only. Customer may not use the APIs to enable unauthorized use of the Cloud Services. Customer may purchase a separate license to use certain published APIs to develop software for use solely in conjunction with the Cloud Services. Customer is prohibited from reselling any software developed through the use of the APIs unless (a) Customer is separately authorized to do so as a member of a Siemens partner program, or (b) Customer has purchased an Offering which include APIs that explicitly allows Customer to develop software for Customer's internal use or for resale under terms and conditions at least as protective as this Agreement. Customer may not otherwise modify, adapt, or merge the Offerings. Siemens has no obligations or liability for software developed by Customer using the APIs. Customer is prohibited from using unpublished APIs under any circumstances.

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Professional Services:

A. Professional Services Offerings will be subject to the terms and conditions of the Services Supplemental Terms found at http://brightlysoftware.com/terms (http://brightlysoftware.com/terms).

E. Customer Cooperation. Customer will cooperate reasonably and in good faith with Siemens in its performance of Professional Services by: (i) providing access to any necessary Customer Data, (ii) allocating sufficient resources and timely performing any tasks reasonably necessary to enable Siemens to perform its obligations under the Order, and (iii) actively participate in scheduled project meetings. Any delays in the performance of Professional Services or delivery of Deliverables caused by Customer may result in additional applicable charges for resource time.

Additional information
A. Prices shown above do not include any taxes that may apply. Any such taxes are the responsibility of Customer.

B. Billing frequency other than annual is subject to additional processing fees.

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(mailto:[email protected])
D. Brightly Software, Inc. can provide evidence of insurance upon request. 31

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Signature
Presented to:

Town Of Atherton - Q-447544
August 12, 2025, 12:05:45 PM
Accepted by:

Printed Name
Signed Name
Title
Date
32

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Item No. 8
Town of Atherton
CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
DATE: MAY 20, 2026
SUBJECT: PROVIDE FEEDBACK AND DIRECTION REGARDING THE

SAMTRANS REIMAGINE DUMBARTON STUDY

RECOMMENDATION
It is recommended that the Council review and provide feedback to staff regarding the Reimagine Dumbarton Study being conducted by SamTrans and advise if a position letter should be prepared and sent by the Mayor.

BACKGROUND
The Dumbarton rail corridor extends across the San Francisco Bay and connects Redwood City and Union City for the purpose of freight transport. Prior to the completion of the Dumbarton rail bridge and extension in 1910, transcontinental freight destined for San Francisco was unloaded in Oakland and ferried across the Bay, or trains detoured through San Jose and Santa Clara, using the Peninsula Corridor to San Francisco. Freight use of the Dumbarton rail crossing stopped in 1982, and a suspected arson fire destroyed part of the western timber trestle approaching the Dumbarton Rail Bridge in January 1998. Dumbarton rail corridor has been studied multiple times, since rail use was discontinued, with efforts predominantly focused on regional transportation solutions, including the potential for reconstructing a bay crossing.

The current Reimagine Dumbarton project, which began in late 2025, is a new effort to study the Dumbarton Corridor. Per SamTrans’ Fact Sheet and public presentation materials (Attachments 1 and 2, respectively), SamTrans is reimagining the unused Dumbarton freight railroad line to bring fast, reliable, zero emission bus service and improvements for people biking and walking to the communities of East Palo Alto, Belle Haven (Menlo Park), Redwood City, Atherton, and North Fair Oaks. Reimagine Dumbarton will also identify opportunities to use the Dumbarton Corridor to provide access to community destinations, local and regional job centers, and the regional transportation network.

The study effort completed its initial data collection phase, including identification of needs and

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Reimagine Dumbarton Study
MAY 20, 2026

Page 2 of 4 ends

is currently in the process of developing potential project alternative designs. Following community engagement, SamTrans plans to select a preferred alternative by Fall 2026, at which point, they will continue their public engagement efforts and develop a potential implementation plan.

Samtrans made a presentation to the Transportation, Bicycle and Pedestrian Committee regarding the current efforts to reimagine the Dumbarton Corridor and encouraged public input through their survey efforts.

ANALYSIS
The Dumbarton corridor is underutilized and poses an opportunity to create a community asset that can benefit area residents and visitors if developed through a thoughtful process including an evaluation of access, services and land uses that may benefit or impact local communities.

Potential benefits include: connectivity with Downtown Redwood City and the Redwood City Transit Center; opportunities for community green spaces, gardens, bio-treatment, tree canopy areas, or other similar enhancements. Limited use as an Emergency Services access route and transit connector can be integrated and associated benefits and impacts reviewed thoroughly.

However, the corridor could also result in unintended land use changes based on current state laws, such as Senate Bill 79, which increases state-mandated densities based on proximity to public transit facilities. Depending on the frequency of transit service, the corridor could eventually become a Bus Rapid Transit Route, due to its dedicated right-of-way. Such a designation could change property development rights and patterns converting current single family zoning areas into high-density, multi-family and mixed-use development areas.

Though valuable to link high-density housing to quality active transportation routes and reliable transit, making sure that it is done in a thoughtful, context sensitive manner is important. The corridor also crosses major roadways and must include appropriate safety measures to facilitate active transportation uses and crossings, as well as the management of vehicular crossings and impacts to the existing roadway network.

As shown on the fact sheet, the current proposal appears to include access points and transit stops near University Avenue, Chilco Street, Highway 101, Willow Road, Marsh Road, Fifth Avenue, Middlefield Road, and Woodside Road, with a connector to the Redwood City Transit Hub.

Though close in proximity to the Town of Atherton, the proposed access point and transit stops at Marsh Road, would be virtually inaccessible to Atherton residents. The Lindenwood neighborhood predominantly does not have direct access to either Bay Road or Marsh Road. The street right-ofway along Bay Road and along Marsh Road (from Fair Oaks Avenue to Bay Road) are outside of the Town’s jurisdiction. Both Bay Road and March Road lack requisite infrastructure to support and encourage pedestrians and cyclists in Atherton to access the corridor. Therefore, to maximize the connectivity benefits to the Town, public works improvements would be required that are beyond the Town’s jurisdictional limits and control.

Additionally, State land use policies and regulations encourage high-density housing near transit routes regardless of accessibility and further restrict the ability of jurisdictions to manage such

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Reimagine Dumbarton Study
MAY 20, 2026

Page 3 of 4 ends

development and to require implementation and/or funding of public improvements to provide such access. With these limitations, should development of the corridor move forward, it would be important that it include requisite infrastructure improvements to provide reliable access to all served by and impacted by such repurposing of the corridor. Under the state’s density bonus law, developers may also waive required infrastructure improvements. Therefore, there is not certainty these improvements will be made if not included in the program.

The City Council has the opportunity to discuss the benefits and impacts of the repurposing of the Dumbarton Corridor and can discuss the level of support for the project and if they desire to send a letter to SamTrans, the Transportation Authority, and/or other elected officials regarding the study.

FISCAL IMPACT
None at this time.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal A - Preserve Small Town Character & Quality of Life • Goal D - Be Forward Thinking
• Goal E - Maintain and Improve Public Infrastructure

POLICY FOCUS
The policy focus for this item related to the potential benefits and impacts of the current Reimagine Dumbarton efforts.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

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Reimagine Dumbarton Study
MAY 20, 2026

Page 4 of 4 ends

1. Reimagine Dumbarton Fact Sheet

2. Reimagine Dumbarton TBPSC Presentation

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ov|Ŋr-m7;lb1|u-;Ѵr-;umvv_or;orѴ;-u;l-hbm]
more local trips. The average daily travel between
Redwood City and East Palo Alto has increased by more
than 30% since 2019. Reimagine Dumbarton presents
-morrou|mb||o1u;-|;-1ollmb|Ŋ7ub;mruof;1|
|_-|v;v;uo;lbvvbom|;1_moѴo]|oruob7;=-v|-m7 u;Ѵb-0Ѵ;|u-mvb|1omm;1ঞomv-m7=ov|;u_;-Ѵ|_-m7
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STUDY AREA
0 0.5 1 0.25
Mile
North Fair Oaks
Friendly Acres
Belle
Haven
Bayfront Expy
Bay Rd
Marsh Rd
Main St
Bayshore Fwy
Woodside Rd El Camino Real
Middlefield Rd
5th Ave
2nd Ave
UniversityAve
Middlefield Rd
Willow Rd
Chilco St
Legend
Dumbarton Corridor
At-Grade Corridor Crossing
Caltrain Station
Connection to Transit Center*
*Alignment to be determined.

Grade Separated Corridor Crossing
Caltrain Alignment
Redwood
City Transit
Center
Menlo
Park
Caltrain
Redwood
City
Atherton
Menlo Park
East Palo
Alto
Palo Alto
101
84 84
82 114
109
Reimagine Dumbarton
Dumbarton Busway Feasibility Study
Fall 2025

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GET INVOLVED
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We want to hear from you.
• Visit samtrans.com/dumbarton
•
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[email protected]
• Call SamTrans Customer Service
-|ƐŊѶƏƏŊѵѵƏŊƓƑѶƕ
•
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available. Para traducción llama al
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REIMAGINE DUMBARTON In Partnership with
Atherton Transportation Commission
March 24, 2026

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Agenda
• Study Overview
• Why this Project
• Community Engagement
2

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Project Overview

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Project Background
• The Dumbarton Rail Corridor (DRC) (Peninsula
side) is a 5-mile inactive rail corridor that
currently creates a barrier between
communities in Southeast San Mateo County
• Since its acquisition by the District in the early
1990s, the DRC has been the subject of
numerous studies to revive the corridor
• Previous studies and outreach consistently
highlighted the need for:
• Better local connectivity, including safer walking and biking
• Improved crossings
• Faster, more reliable transit for everyday trips
• Near-term, cost-effective solutions
4 DRC today near Chilco Way

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Project Overview and Study Area
5 The Reimagine Dumbarton project
envisions converting the Dumbarton
rail corridor into a rapid bus line, with
additional walking & bicycle
connections along and across the
corridor.

Project purpose: • Assess feasibility and community
interest
• Refine the vision to address
community needs and technical
constraints
• Develop a project to move forward
into further design and
construction phases

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Feasibility Study Schedule
6 We’re here

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Project Objectives
Reimagine Dumbarton is guided by the following principles:

Fundable – rooted in realities of current funding landscape Implementable – delivering improvements in the near-term Responsive – building on what we have heard from the community Effective – able to meet current and future travel demand needs 7

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Why this Project?

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What is a Busway?
G Line (Los Angeles)
• 18 miles with 17 stations
• Uses part of Southern Pacific
Railroad's former Burbank
Branch Line
• Connects to other rail services
and includes parallel bike path
U of M Transitway
(Minneapolis)
• 2.6-mile busway between
University of Minnesota's
Minneapolis and St Paul
campuses
• Limited to buses, bicycles, and
emergency vehicles
SURF! (Monterey)
• In construction now: 6-mile, bus
only roadway along Monterey
Branch Line right-of-way
• Preserving tracks for future rail
use
• Expected to start service in early
2028
Wikipedia - https://en.wikipedia.org/wiki/G_Line_(Los_Angeles_Metro) MST - https://mst.org/2020-annual-report/surf-busway-plans/ flickr - https://www.flickr.com/photos/diversey/43898973432/in/photostream/ 9

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Project Benefits
• Fast, reliable transit service
• Improved connections and advances equity
• Potential for near-term implementation
• Flexible and compatible with active transportation
• Supports environmental justice
• Cost-effective
• Funding and partnership readiness
• Does not preclude future regional rail service
10

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Meets Travel Needs Today and in the Future
• High growth corridor
• Forecasts show both employment and
residential growth
• Increasing demand for more local
trips
• Average daily travel between
Redwood City and East Palo Alto
increased by more than 30% since
2019
• Efficient transit connections
• A dedicated busway could efficiently
serve these emerging travel markets
while improving connectivity to
regional destinations
11 Forecast Population and Employment Growth between 2020 and 2050 (C/CAG-VTA’s Travel Demand Model)

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Integrate with Active Transportation and Recreation
19 Existing and Proposed Bikeway Network
Project has flexibility to
integrate more uses for
recreation and active
transportation
• Walking, biking and rolling
• Park spaces, picnic tables,
play areas
• Community spaces and small
retail led by community

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Community Engagement

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Outreach Activities
Phase Timing Purpose
Phase I – Broad
Engagement
Jan-Mar 2026 • Raise awareness and confirm community needs and priorities
• Use input to shape evaluation criteria and initial
alternatives
Phase II – Deep
Engagement
Summer –
Fall 2026
• Present draft design alternatives
• Gather detailed feedback on trade-offs and preferences Phase III – Information
Sharing
Winter 2027 • Share final Feasibility Study and preferred alternative • Close the loop with communities and decision-makers
13

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Outreach Strategies
14 • Community meetings and pop-up events at community centers, transit hubs, and local gatherings
• Community-based organization (CBO) partnerships to co-lead outreach and host events
• “Roadshow” presentations to commissions and partner agencies • Social media and e-newsletter updates, FAQs and factsheets • Project webpage as the central information and feedback hub • Multilingual surveys (online and paper)
• Briefings to elected officials and stakeholders
• Outreach summaries after each round, showing how community input informed Project decisions

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Thank You!
Contact us here
Website:
www.samtrans.com/dumbarton
Email Us:

[email protected]
This project is made possible by local transportation sales tax dollars from the San Mateo County Transportation Authority and Regional Measure 3 funds through the Metropolitan Transportation Commission.

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Item No. 9
Town of Atherton
CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: BRITTANY BENDIX, CONSULTING TOWN PLANNER
DATE: MAY 20 , 2026
SUBJECT: GILMORE HOUSING DEVELOPMENT SITE DISCUSSION

RECOMMENDATION
It is recommended that the Council review and discuss Housing Element Program 3.846(A) relating to the development of housing at the Gilmore House site and provide direction to staff on next steps.

BACKGROUND
On May 5, 2025, the Town received certification of its 2023-2031 Housing Element from the state Department of Housing and Community Development. Since that time the Town has initiated many of the new housing programs included in the 2023-2031 Housing Element in an effort to progress towards achieving its Regional Housing Needs Allocation (RHNA) and to pursue affirmatively furthering fair housing (AFFH).

The purpose of this report is to discuss and receive direction on the following program that would provide housing affordable to lower incomes at the Gilmore House site in Holbrook Palmer Park:

Program 3.846(A): The Town will promote housing development on the Gilmore House site in the Town-owned Holbrook-Palmer Park. Procedures to develop housing shall be consistent with the Surplus Land Act to provide affordable housing developers a right of first refusal (AB 1846). The process will include the following milestones:
▪ Solicit proposals and conduct a feasibility study to assess site. (End of December 2024) ▪ Issue RFP (Request for Proposal) for affordable (moderate or lower income) on Gilmore House site (end of July 2025)
▪ Seek to complete development of up to four units of housing (end of December 2028) The AFFH metric identified in the program is to develop up to four units of multifamily housing.

However, the site is within the RM-10 zoning overlay district and allows for a density of 10 (ten) dwelling units per acre.

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May 20, 2026, City Council Staff Report
Gilmore House Development

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ANALYSIS
The most recent discussions on this topic with the City Council occurred during October 2024 when the Council considered the adoption of the 2023-2031 Housing Element and Zoning Ordinance update. Upon certification of the housing element in 2025, the Town then shifted focus to adopting its Inclusionary Housing Ordinance, pursuing housing development on campus sites, and addressing the immediate implications of Senate Bill 79.

The timing identified in Program 3.846(A) anticipated earlier certification of the Housing Element and a completion of development that would correspond to the Town’s 2028 mid-cycle check-in.

The benefit of aligning the development of the Gilmore House site with the mid-cycle check-in is that its advancement may help the Town determine if additional multi-family rezoning is necessary to meet its RHNA requirements or to fulfill its AFFH goals.

Based on the information in the Town’s 2025 Annual Progress Report, the total remaining RHNA requirement by income level is:
▪ 57 units at Very Low
▪ 39 units at Low
▪ 48 units at Moderate
▪ 33 units at Above Moderate
The Town must have building permits issued for this amount of housing by December 31, 2031.

Additionally, the 2023-2031 Housing Element asserts that if during the Mid-Cycle Check-In occurring in March 2028, there are fewer than three of the RM-10 sites with developments or active development proposals, the Town will modify its zoning mid-cycle to allow for additional multifamily development. At present the Town has one application for housing filed on RM-10 sites approved by the Planning Department and currently under Building Permit review. The Planning Department has also received four Preliminary Applications for multifamily developments on other RM-10 properties and anticipates a formal submittal for each site before December 2026.

The Town is currently on pace to meet both its RHNA and AFFH objectives. Therefore, the Council may choose to further defer staff initiation of the program until a later date, or to table the discussion to a later time, such as the Mid-Cycle Check-In. If the Council directs staff to initiate this process, staff would draft a general project scope for use in a call for proposals effort. This scope would be shared and discussed at a City Council meeting prior to its release. After receiving proposals, staff would return to Council with a selection recommendation.

FISCAL IMPACT
None at this time.

GOAL ALIGNMENT

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May 20, 2026, City Council Staff Report
Gilmore House Development

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This Report and its contents are in alignment with the following Council Policy Goals:
▪ Goal 1 – Preserve Small Town Character and Quality of Life ▪ Goal 4 – Be Forward Thinking

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission.

ATTACHMENTS
None.

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Item No. 10
Town of Atherton
CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: GEORGE RODERICKS, CITY MANAGER
DATE: MAY 20, 2026
SUBJECT: CONSIDERATION AND DIRECTION REGARDING FORMATION

OF A CITY CHARTER

RECOMMENDATION
It is recommended that the Council review, discuss and provide direction regarding the formation of a City Charter for the Town.

BACKGROUND
Following the recommendation of the Town’s Charter City Subcommittee, the City Council directed that staff initiate a series of Town Workshops to discuss the possibility of placing a Charter City Measure on the November 2026 ballot.

Staff hosted three workshops at City Hall and one workshop in the Selby/Stockbridge Neighborhood. Staff also created a series of print and electronic publications hosted on the Town’s website and distributed by mail to Atherton residents. In addition, there were articles in the Athertonian Newsletter and various social media publications.

The January 2026 Workshop was attended by approximately 15-17 residents. The February Workshop was more sparesely attended with about 5 residents. March was set aside for neighborhood outreach meetings and staff reached out to all known neighborhood groups and asked for time at their next neighborhood gathering to speak on the topic. Only one neighborhood group asked to host a workshop – the Selby/Stockbridge Neighbhorood. Staff attended the meeting and provided information on the topic. Approximately 12 individuals were in attendance.

The final Wrap Up Workshop was hosted in April. This meeting had one attendee.

ANALYSIS
Staff hosted three (3) public workshops and one (1) neighborhood meeting. The feedback from these meetings was mixed and provided limited support for formation of a city charter.

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Discussion of City Charter
MAY 20, 2026

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The Workshops were educational and explanatory in nature. The presentations focused on local control in the context of increasing state preemption. Staff explained that charter authority is limited to "municipal affairs" and does not override state housing laws, including the Regional Housing Needs Analysis, Density Bonus Law, or other state mandates. Staff clarified that many of the Town’s public works projects would remain subject to state prevailing wage laws, regardless of charter status.

Taxation generated significant discussion. Staff explained that charter status does not create new taxing authority or eliminate voter approval requirements, but a charter could allow different voter thresholds for municipal taxes if explicitly included and approved by voters. Staff acknowledged concerns raised by attendees and emphasized that any such provision would be a transparent policy choice subject to voter approval.

The presentations also outlined the typical charter consideration process, including legal drafting, public input, and voter consideration at an election. Staff emphasized that the Town’s workshops were educational and not advocacy-based. Attendees were engaged and focused on the practical implications of charter authority, particularly taxation and voter protections, and expressed a clear expectation that voters remain the ultimate decision makers.

Overall, feedback from attendees ranged from no support to limited support provided that the charter was explicit and prevented the Council from being able to raise taxes more easily. Most attendees felt that pursuit of a charter was not warranted at this time.

Staff recommends that the Council discuss the community feedback and provide direction regarding next steps.

Process if Moved to November Ballot
• Form a Standing City Council Charter Subcommittee to draft a proposed charter (COMPLETED)
• Host Community Meetings and Workshops to educate residents and solicit input on the draft charter (COMPLETED)
• Host two City Council Public Hearings for Council approval of placing the Charter on the November 2026 Ballot (JUNE and JULY)
o There must be a minimum of 30 days between each public hearing and at least 21 days notice for each hearing) and at the final Public Hearing, Council adopts a resolution to place the charter on the November ballot (at least 88 days before the election).
• If the Council opts to move it to the ballot, staff recommends that the Town host two additional Community Meetings to conduct voter outreach to explain the benefits and implications of charter city status.
• Staff suggests a minimum of two public workshops with one to be held in September and one in October.
• As with all ballot measures, there will be a City Attorney analysis, as well as potential pro and against arguments submitted for the ballot.
• Conduct November 2026 Election

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Discussion of City Charter
MAY 20, 2026

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o A majority vote (50%+1) is required for adoption.

FISCAL IMPACT
None at this time.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal A - Preserve Small Town Character & Quality of Life • Goal D - Be Forward Thinking

POLICY FOCUS
The Council discussion should focus on whether the Town should move the charter city consideration forward to the November 2026 Ballot.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

1. Draft Charter

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SAMPLE CHARTER

TOWN OF ATHERTON

PREAMBLE
We, the people of the Town of Atherton, under the constitution and laws of the state of California, in order to secure the benefits inherent in the doctrine of home rule, declare our intent to restore to our community the historic principles of self-governance.

In adopting this Charter, the people of Atherton delegate authority for governance to its local officials who must faithfully serve the residents of the Town. By doing so, the people assert their desire for local control over municipal affairs, their freedom to decide their own destiny, and their rejection of efforts by agencies outside of the Town’s jurisdiction seeking to impose policies, regulations, rules or laws upon the Town’s residents without their approval.

ARTICLE I – Acceptance of Home Rule
Except as restricted by this Charter, the Town shall have all powers allowable under the Constitution of the State of California to adopt ordinances, establish rules, grant franchises, structure Town government, and in every way to govern the municipal affairs of the Town.

Municipal affairs encompass all matters of local concern as determined by the City Council consistent with the meaning of "municipal affairs" under the constitutional, statutory, and judicially defined law of the State of California. Such powers are in addition to those granted or prescribed by any applicable law for municipal corporations within the state of California.

Expressly, the Town retains all powers allowable for “municipal affairs” including but not limited to: public employment, public finance, public contracting, revenue and taxation, land use and planning, prevailing wage, and governance. Each of the responsibilities of governance set forth and described in this Charter, and as established by the Constitutional, statutory and judicially defined law of the State of California, is declared to be a municipal affair or concern, the performance of which is unique to the benefit of the residents of the Town of Atherton.

Enumeration by this Charter of any particular power does not constitute a limitation upon the Town’s general grant of powers under applicable law.

Nothing in this Charter is intended to restrict the Town in exercising any right, power or authority granted under the general laws of the State of California. However, the provisions of this Charter shall prevail in the event of any conflict with general law.

ARTICLE II – Structure of City Government
The Town shall continue to be governed by a City Council of five members elected at large. The City Council shall adopt and regularly affirm all policies applicable to the role of members of the City Council. The City Council shall appoint a City Manager and a City Attorney. The City

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Manager, as the chief administrative officer of the Town, shall appoint all department heads other than the City Attorney. The form of municipal government established by this Charter shall be in the form of “Council-Manager” form of government. The City Council shall establish policies of the Town and the City Manager shall carry out such policies. Involvement in administrative matters by the Council or by any individual Councilmember shall occur only by direction of the City Manager.

City Council compensation will be in those limits as set forth in the Government Code, as may be amended from time to time.

ARTICLE III – Selection of Mayor and Vice Mayor
The Mayor and Vice Mayor shall be elected from among the Councilmembers by a majority vote of the members of the Council. Terms of these offices may be set by Ordinance.

ARTICLE IV – Continuation of Existing Law
All ordinances, resolutions, rules, policies and regulations of the Town in effect as of the effective date of this Charter shall continue in effect until repealed or amended.

ARTICLE V – Interpretation & Severability
The provisions of this Charter shall be interpreted broadly to favor the exercise of home rule.

If any provision of this Charter is found by a court to be invalid, void or otherwise unenforceable, such invalidity will not affect the effectiveness of the remaining provisions or applications and, to this end, the provisions of this Charter are severable and remain in full force and effect.

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Atherton City CouncilMay 20, 2026

Atherton City Council
May 20, 2026