ATT 2 - Brightly_Response TOA — Atherton City Council, May 20, 2026

September 2nd, 2025
Town of Atherton
Asset Management System
Delivered by:

Matt Smith, Enterprise Account Executive
419-343-0478 [email protected]
Response to
Request for
Proposal
ATTACHMENT 2
2 Table of Contents
A. TRANSMITTAL LETTER AND EXPERIENCE ........................................................................................................ 3 B. KEY PERSONNEL AND QUALIFICATIONS ......................................................................................................... 5 C. PAST EXPERIENCE/REFERENCES ..................................................................................................................... 6 D. SYSTEM FUNCTIONALITY ............................................................................................................................... 7 E. RECOMMENDED SOLUTION ......................................................................................................................... 10 F. COST ............................................................................................................................................................ 11 G. DISCLOSURE ................................................................................................................................................ 12 II. VENDOR QUESTIONS ................................................................................................................................... 13 Exhibit 1........................................................................................................................................................... 22 Appendix 1 - Legal Considerations ................................................................................................................... 25 Appendix 2 - Brightly Detailed Price Breakdown……………………………………………………………………………………………..27 ATTACHMENT 2
3 A. TRANSMITTAL LETTER AND EXPERIENCE
Benjamin Talavera
Public Works Management Analyst
Town of Atherton
80 Fair Oaks Lane
Atherton, CA 94027
RE: Request for Proposal - Asset Management System for Town of Atherton Dear Mr. Talavera and Selection Committee:

On behalf of Brightly Software, we are pleased to submit our proposal for the Town of Atherton's Asset Management System RFP.

We are confident that our solution, Asset Essentials, is well-aligned with the Town's requirements for a comprehensive asset management platform that will serve your Public Works Department today and into the future.

Asset Essentials is a cloud-based, mobile-friendly asset management solution designed specifically to help municipalities like Atherton transition from paper-based and spreadsheet systems to a centralized, intuitive platform that maximizes operational efficiency. Our solution directly addresses your key objectives of simplifying asset inventory management and supporting preventative maintenance scheduling for all Town assets, from facilities and parks to future infrastructure elements.

After reviewing your RFP requirements, we are particularly excited about the alignment between your needs and Asset Essentials' core capabilities:
 Comprehensive Asset Management - Our platform excels at tracking all asset types mentioned in your RFP, including Town Center facilities, Holbrook-Palmer Park amenities, and future integration of stormwater infrastructure and roadway assets.  Mobile Field Access - Asset Essentials provides native iOS and Android applications with offline capabilities, allowing your maintenance staff to access and update asset information from anywhere.  GIS Integration - Our robust mapping capabilities enable spatial visualization of assets and work orders, supporting your requirement for GIS integration.
 Preventative Maintenance - The system's scheduling tools will help transition the Town from reactive to proactive maintenance, extending asset lifespans and reducing costs.  Resource Management -Asset Essentials tracks labor, equipment, and materials costs associated with each asset, providing valuable data for budgeting and decision-making.

Brightly Software brings over 25 years of experience implementing asset management solutions for municipalities across North America and over 1,800 municipal and county government clients. Our implementation team will ensure a smooth transition from your current systems, with comprehensive training and ongoing support to maximize your return on investment. Our complete proposal includes detailed information about our company background, key personnel qualifications, implementation approach, and cost structure as requested in your RFP. We have also completed the Functionality Matrix in Exhibit 1, demonstrating Asset Essentials' capabilities against your specific requirements. Requested Information:
 Ownership and Incorporation: Brightly is a U.S.-based company, incorporated in 2014 in Delaware, and is a wholly owned subsidiary of Siemens Smart Infrastructure.
 Office Location: Brightly’s global headquarters is located at 4242 Six Forks Road, Suite 1400, Raleigh, NC 27609.  Number of Employees at Location: Brightly has over 1000 employees globally.  Point of Contact: Matt Smith, [email protected], 419-343-0478  Background and History: Brightly has over 25 years of experience in asset lifecycle management. It serves more than 12,000 clients across industries including government, education, healthcare, and manufacturing. Our platform supports over 4.6 million users, 49 million assets, and has processed more than 400 million work orders.

Docusign Envelope ID: CDFDDCEB-FFC1-4FA9-81FF-C7644EA3001B ATTACHMENT 2
4  Qualifications: Brightly specializes in cloud-based asset management solutions tailored for public sector organizations.

Asset Essentials is designed to meet the needs of municipalities and public works departments, offering features such as GIS integration, mobile access, preventive maintenance scheduling, and reporting.  Length of Time Providing Services: Brightly has been providing asset management software solutions for over two decades, beginning with our founding as SchoolDude in 1999.
 Disclosure Statement: Brightly has no prior or ongoing civil or criminal litigation, or investigations involving Brightly Software or its employees. If required, Brightly will provide a formal disclosure statement upon request.

We look forward to the opportunity to demonstrate Asset Essentials and discuss how our solution can support the Town of Atherton's asset management goals. Please reach out to RFP contact, Matt Smith, at [email protected] or 419- 343-0478 with any questions regarding our proposal.

Sincerely,
Brian Benfer Michael Knox
SVP Sales VP Sales
Docusign Envelope ID: CDFDDCEB-FFC1-4FA9-81FF-C7644EA3001B ATTACHMENT 2
5 B. KEY PERSONNEL AND QUALIFICATIONS
Brightly’s service teams bring deep expertise in asset management strategy, implementation, and optimization. We understand the challenges faced by local governments and are skilled in helping organizations align technology with long-term asset management goals. Our experience working with hundreds of municipalities ensures they can guide the Town of Atherton through a successful transition to a centralized asset management system.

Our services team has supported thousands of deployments across North America and is equipped to manage projects of all sizes.

Each implementation is led by a dedicated project coordinator and supported by specialists who oversee planning, data integration, system configuration, and training. Our collaborative approach ensures the system is tailored to the Town’s workflows and staff needs. Together, Brightly’s consulting and implementation teams offer the technical depth and public sector experience required to deliver a successful solution for Atherton.

Please note that Brightly assigns team members based on capacity and expertise to best meet our client’s needs. The resumes below are our intended personnel at time of proposal submission. Brightly does not guarantee that your project will be staffed by these specific contributors.

Peyton McAliley, Senior Manager of Implementation (Principal in Charge) 14+ years industry experience / 14+ years at Brightly
Mr. McAliley leads Brightly’s project management team, overseeing the team that manages projects for municipal clients in configuring and deploying asset management systems. With over 14 years of experience in operational software across facilities, energy, and capital planning, he ensures that each implementation aligns with the client’s workflows and strategic goals. His focus on data-driven insights and best practices helps public sector organizations like the Town of Atherton transition to proactive, efficient asset management.

Josh Hardin, Associate Project Manager
5+ years at Brightly
Mr. Hardin is an Associate Project Manager on Brightly Software’s Professional Services Team. With five years at Brightly, he manages software implementation projects from initiation through completion, ensuring timely delivery of professional services tailored to each client’s operational needs.

Andrew Behm, Associate Implementation Consultant
5+ years in Implementation at Brightly
Mr. Behm is an experienced Implementation Consultant with over five years of tenure and more than 100 successful client projects.

He specializes in system configuration, backend integration, and account customization, with a focus on government implementations. His role includes technical setup, training, data migration, and support, ensuring each solution is tailored to meet the operational needs of municipalities like the Town of Atherton.

Meghan Goomis, Support Manager
6+ years with Brightly
Ms. Goomis leads Brightly’s Legendary Support Team, which provides front-line assistance to clients after implementation. Under her leadership, the team was recognized with the 2022 Bronze Stevie Award for excellence in customer support. She ensures quality assurance across all incoming support requests, helping deliver a responsive and reliable experience for municipal clients like the Town of Atherton.

Makini, Integration subcontractor
Makini helps organizations connect systems like CMMS, EAM, and ERP through one unified API. This simplifies integration, reduces technical overhead, and enables faster improvements in maintenance, inventory, and aftermarket operations.

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6 C. PAST EXPERIENCE/REFERENCES
Below is a sample of clients and references closely aligned to the Town of Atherton’s RFP and goals of implementing a new CMMS solution. With over 25 years of experience, we have amassed over 1,800 municipal clients portfolio wide. We have nearly 700 clients in California who choose Brightly products to manage operations. Please note, Brightly does not disclose contract value or staff assigned to projects. Notable sizable California clients include the cities of Fort Bragg, Dana Point, Selma, Claremont, Beaumont, Plam Springs and more.

City of Mill Valley
Address: 26 Corte Madera Ave; Mill Valley, CA 94941
Contact: Mark Neumann, Deputy Director
Phone: 415-384-4708
Email: [email protected]
Contract Term: 2015 to Present
Contract Value: Confidential
Staff Assigned: Confidential
Description: The City of Mill Valley is located approximately an hour north of San Francisco and home to over 13,000 residents. They have been a Brightly client since 2015 initially using a classic CMMS Solution. In 2023, they transformed to our proposed CMMS solution, Asset Essentials, to manage over 11,600 assets at their facilities, parks, and treatment plant.

Town of Tiburon
Address: 1505 Tiburon Blvd.; Tiburon, CA 94920
Contact: Patrick Kerslake, Superintendent of Public Works Phone: (415) 606-7181
Email: [email protected]
Contract Term: 2016 to Present
Contract Value: Confidential
Staff Assigned: Confidential
Description: The Town of Tiburon is located in Marin County and home to nearly 10,000 residents. They have been a Brightly client since 2016 utilizing our classic CMMS solution. In 2018, they transformed to our modern solution proposed herein, Asset Essentials.

Today, they use Asset Essentials to mange a variety of assets within their Facility, Streets, Stormwater, and Fleet divisions.

Napa County
Address: 1195 3rd St #101; Napa, CA 94558
Contact: Leigh Sharp, Deputy Director
Phone: 707-259-8321
Email: [email protected]
Contract Term: 2012 to Present
Contract Value: Confidential
Staff Assigned: Confidential
Description: Napa County has been a Brightly client since 2012 utilizing our classic CMMS solution. They transformed to our proposed CMMS solution, Asset Essentials in 2024 and manage a variety of assets withing their facilities division.

They have conducted multiple Facility Condition Assessments with Brightly Partners to accurately assess and mange data within Asset Essentials. They also utilize our capital planning solution, Origin.

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7 D. SYSTEM FUNCTIONALITY
Brightly’s Asset Essentials is purpose-built to support government agencies like the Town of Atherton in achieving smarter, more efficient asset management. Our solution directly addresses Atherton’s functional objectives by centralizing asset data, streamlining operations, and enabling proactive decision-making.

Asset Inventory and Management
Asset Essentials provides a centralized platform that consolidates all asset data, replacing fragmented spreadsheets, PDFs, and paper records. Brightly provides the Town with direct insight into what assets it owns by organizing assets by location and category hierarchies and supports GIS integration with Esri including an integration with ArcGIS Indoors. This ensures accurate tracking of buildings, parks, and infrastructure assets.

Work Order and Service Request Management
The system streamlines work order creation, assignment, and tracking. It supports both internal and citizen-initiated requests, integrating with SeeClickFix to manage public service requests. Staff can initiate work orders directly from GIS maps, improving response times and operational efficiency.

Preventive Maintenance Scheduling
Asset Essentials helps the Town shift from reactive to proactive maintenance. It allows for the creation of preventive maintenance schedules based on asset type, location, and usage. This reduces emergency repairs, extends asset lifespans, and improves service reliability.

Mobile Access and Field Enablement
The platform is mobile-friendly, featuring a dedicated mobile app for iOS, iPadOS and Android, and supports offline access, allowing field staff to view and update work orders, asset histories, and documentation from any location. This increases productivity and ensures real-time data capture in the field.

Reporting and Analytics
Brightly’s solution includes built-in analytics and reporting tools that provide insights into asset performance, maintenance costs, and resource allocation. These reports help justify budget decisions, identify inefficiencies, and support strategic planning.

Integration with Existing Systems
Asset Essentials integrates with Esri ArcGIS Online for GIS functionality and SeeClickFix for citizen service requests. It also supports future integration with financial systems and IoT sensors, enabling a connected operational ecosystem.

Scalability and Future Expansion
The platform is scalable and can accommodate additional assets, users, and departments. As the Town’s needs grow, Asset Essentials can expand to support more municipal functions without requiring a system replacement.

With a clear alignment to the Town’s functional objectives, Brightly’s Asset Essentials not only delivers the tools needed for smarter asset management but also ensures a structured and collaborative implementation process. From initial planning through deployment, Brightly’s proven methodology guides stakeholders through each phase with clarity, accountability, and support. This approach ensures the solution is configured to meet the Town’s needs today and is ready to scale for tomorrow.

There are five major milestones within a client's implementation journey. Your Brightly Project Coordinator will help guide you through each phase and project management tools are incorporated into the process to help keep the timeline and scope on track and in budget.

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8 Plan: The "Plan" phase is essential for laying the groundwork for a project. It begins with gathering stakeholders to collaboratively define the project's scope and objectives, ensuring everyone is aligned to the project's goals.

Detailed planning follows, involving the creation of schedules that outline the timeline for each project activity. Resources are allocated to ensure the project has the necessary support, and potential risks are identified with strategies developed to mitigate them. The phase concludes with several key deliverables:
 Sales Handover / Knowledge Transfer: Transferring crucial information from the sales team to the project team.  Stakeholder Plan: Documenting roles, responsibilities, and communication strategies for all stakeholders.  Project Schedule: A detailed timeline of all project activities and deadlines.  Kickoff: Officially starting the project with a presentation of the plan to all stakeholders.

By the end of the "Plan" phase, the project is ready to move forward with a clear roadmap and a shared understanding among all participants.

Design: The "Design" phase focuses on defining the requirements for the software. During this phase, the consultant performs discovery to gather all necessary information and creates a comprehensive requirements log. This log is then presented to the customer for review and approval. Key deliverables for this phase are:
 Requirements Log: A detailed document outlining all software requirements.  Status Updates: Regular updates on the progress of the requirements definition.  Risk/Issue Management Log: A log to track and manage any risks or issues identified during this phase.

By the end of this phase, the project has a clear set of approved requirements, ensuring that all stakeholders are aligned and ready to proceed.

Build: The "Build" phase is the development stage where the main configuration and data migration occur. During this phase, the consultant configures the application and collaborates with engineers to migrate data. Additionally, sandbox environments are set up, and data version controls are established. Key deliverables for this phase are:
 Base Configuration: Initial setup of the application.  Data Import and Validation: Migrating and verifying data accuracy.  Final Configuration: Completing the application setup.  Integrations: Connecting the application with other systems.

By the end of this phase, the application is configured, data is migrated and validated, and integrations are in place, ready for the next steps.

Test: The "Test" phase ensures the solution meets customer requirements. During this phase, the consultant addresses issues logged in the User Acceptance Testing (UAT) Issues Log until all requirements are satisfied. The primary goal is to identify and fix defects before deployment. Key deliverables for this phase are:

ATTACHMENT 2
9  User Acceptance Testing Issues Log: Documenting and resolving issues identified during UAT.  Risk and Issue Log: Tracking and managing any risks or issues.  Stage Closure Signoff: Formal approval to move to the next phase.

By the end of this phase, the solution is thoroughly tested, and all issues are resolved, ensuring readiness for deployment.

Deploy: The "Deploy" phase is the final stage, focusing on deployment planning, executing the deployment, and providing training and go-live support to users. Post-deployment activities include monitoring the system and addressing any issues that arise. Key deliverables for this phase are:
 Deployment Plan: Detailed steps for deploying the solution.  Go-Live Checklist: Ensuring all tasks are completed for a successful launch.  Success and Support Handover: Transitioning to support teams for ongoing assistance.

By the end of this phase, the solution is live, users are trained, and support mechanisms are in place to ensure smooth operation.

Timeline
Please note that timelines are estimates and actual timelines are based on multiple factors including start date, business cycle, client availability, the quantity and quality of data used in setup, and the modules or workflows within Asset Essentials that are being implemented.

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10 E. RECOMMENDED SOLUTION
Vendors should provide detailed information on their proposed solution(s) The information should include recommendations taking into consideration on the Department’s existing processes, data management methods, and system requirements. Describe how your solution would satisfy the Department’s Asset Management Software needs based on provided background information, requirements, current processes and recommended implementation strategies.

Brightly's Asset Essentials is a comprehensive and scalable asset management platform that aligns with the Town of Atherton’s current needs and future goals. The Town currently manages asset data using spreadsheets, PDFs, GIS layers, and limited paper records. Asset Essentials consolidates these sources into a centralized, cloud-based system, giving staff a clear view of the full asset portfolio and helping answer the foundational question: “What do we own?” System Capabilities and Alignment with Town Requirements Asset Essentials supports:
 Mobile access through native iOS and Android applications, with offline functionality for field staff to create and complete work orders, view asset histories, and update records in real time.  Preventive maintenance scheduling based on usage and time intervals, with the ability to manually adjust based on asset condition, which helps reduce emergency repairs and extend asset lifespans.  Integration with Esri ArcGIS Online for spatial mapping and SeeClickFix for citizen request intake and tracking.  Reporting and analytics tools that provide insights into asset performance, maintenance costs, and resource allocation, supporting informed decision-making and budget planning.

Implementation Strategy
Implementation begins with a discovery phase to assess existing workflows and data formats. This ensures the system is configured to reflect the Town’s operational structure and asset categories. Key steps include:
 GIS configuration and spatial data alignment
 Data import and validation of Locations, Assets, PM Schedules, and Users  Role-based training delivered through a blended model that includes live virtual and self-paced options  User acceptance testing and go-live support
A phased rollout is recommended to minimize disruption and ensure smooth adoption across departments.

Scalability and Future Readiness
Asset Essentials is designed to grow with the Town. It supports:
 Onboarding of new asset types such as stormwater infrastructure, fleet, and streetscape elements  Integration with financial systems and IoT sensors
 Sustainability tracking and compliance documentation
 Role-based access controls and modular expansion
Regular platform updates ensure the Town benefits from new features and security enhancements without needing a system replacement.

Value to the Town
By adopting Asset Essentials, the Town of Atherton will transition from fragmented asset tracking to a unified, intelligent system.

Brightly's solution addresses current inefficiencies and establishes a foundation for smarter, more responsive municipal operations that can evolve with the community.

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11 F. COST
Vendors should respond with typical costs for similar implementations. Typical costs should be broken down for software procurement, implementation, maintenance and support, and other system and business costs (i.e., hardware, application software licenses (initial and on-going), third party licenses, etc.). If the proposed solutions are modular in nature, please provide typical costs for each module offered. Describe any suggestions for opportunities to reduce costs for this project. Provide annual costs after implementation. This section shall also include desired agreement term length, initial term not to exceed three (3) years.

Software Procurement
The costs for software procurement are outlined in the table below. Please see Appendix 2 - Brightly’s Detailed Price Breakdown for complete statement of works and order terms.

Implementation
*Note: The set-up costs for the requested SeeClickFix Integration can range from $5,680-$7,680 depending on mapping needs and integration specifics. A technical integration scoping call is required to define the specifics of the integration.

On-Site Services – Our provided pricing includes virtual consulting and training services. For onsite services, the Town would be responsible for any related travel costs, which are not expected to exceed $3,000 per Brightly Resource per week.

Service credits can be purchased for migration of work order history and anything outside of the one-time imports for existing locations, assets, users and schedule of PMs. See guide here: https://www.brightlysoftware.com/On-Demand-Client-Guide.pdf Maintenance & Support
Maintenance and support are included in the Town’s annual software subscription.

Other System and Business Costs
We have included pricing and scoping for integrating Asset Essentials and SeeClickFix, as noted in the table above. If other integrations are desired, we are happy to have additional scoping and cost conversations. No additional business costs are included.

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12 G. DISCLOSURE
of any past, ongoing, or potential conflicts of interest that the firm or person may have as a result of performing the anticipated work.

Brightly knows of no past, ongoing, or potential conflicts of interest.

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13 II. VENDOR QUESTIONS
A. Identify which specific functional requirements, described in this RFP, can be addressed by your product. Explicitly flag any requirements that cannot be met or that would be cost prohibitive.

Brightly's Asset Essentials meets the functional requirements as outlined in our response to Exhibit 1. Below is a high-level overview of each functional area of our proposed solution.

Many asset management solutions prioritize either ease of use or advanced functionality, but few successfully balance both.

Brightly’s Asset Essentials is designed to be intuitive for front-line staff while also capturing the detailed data needed for strategic reporting and decision-making. This approach supports high user adoption with minimal disruption to daily workflows. Staff can access the system from any device with a modern web browser or through native mobile apps available for iOS and Android, enabling seamless data entry and real-time updates in the field.

Core modules included in our proposal:

Asset Management – Asset Essentials allows users to create and manage assets across all departments, document their location, and establish relationships between multiple assets. Users can attach photos, permits, and other documentation to each asset, assign work orders based on priority and criticality, and track total cost of ownership over time. This functionality supports the Town’s need for comprehensive asset tracking, lifecycle management, and informed maintenance planning.

Work Management – Asset Essentials enables staff to create work orders or tasks directly from assets or submitted service requests using desktop or mobile devices. Work can be routed to appropriate approvers based on asset attributes or predefined workflows.

The system supports technician scheduling and tracks all work activities with time stamps, capturing labor hours, costs, and other key metrics. Historical work orders and service/e requests are stored within the system, preserving detailed records tied to assets, requestors, technicians, and tasks to support long-term planning and accountability.

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14 Mobile – Brightly’s native mobile applications
enhance field efficiency and support seamless data
entry. Unlike browser-based tools, native apps offer
faster performance and offline functionality,
allowing staff to complete tasks without relying on
Wi-Fi or cellular connectivity. These applications also leverage mobile device features such as GPS,
camera, and Bluetooth to improve accuracy and
usability. This mobile-first approach helps municipal
operations teams like Atherton’s improve
maintenance response times and streamline asset
tracking in the field.

Preventive Maintenance – Asset Essentials enables
the Town to create and manage preventive
maintenance schedules that extend asset life and
improve performance. Maintenance tasks can be
triggered by meter readings, thresholds, calendar
dates, or other criteria, with customizable templates
and checklists available for different asset types.

Schedules can be managed in a calendar view,
allowing staff to plan and adjust recurring tasks
efficiently while supporting proactive maintenance
across all departments.

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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.

ATTACHMENT 2
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.

ATTACHMENT 2
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
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,
ATTACHMENT 2
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.

ATTACHMENT 2
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.

ATTACHMENT 2
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.

ATTACHMENT 2
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
ATTACHMENT 2
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
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
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
Assumptions:

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
◦ 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
• 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
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
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
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
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
• 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
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.

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 14 ATTACHMENT 2
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.

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 15 ATTACHMENT 2
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.

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 16 ATTACHMENT 2
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

Atherton City CouncilMay 20, 2026

Atherton City Council
May 20, 2026