Pinole City Council
November 1, 2022

City of Pinole Strategic Plan 2020 - 2025 February 2020 PINOLE, CA 94564
(510)724-9826
178 of 288
43 Appendix B – Cerrell Communications Assessment
7R
&LW\ RI 3LQROH
)URP
&HUUHOO
'DWH
0DU  
6XEMHFW

$VVHVVPHQW RI ([LVWLQJ &LW\ &RPPXQLFDWLRQ DQG (QJDJHPHQW 3UDFWLFHV DQG ,PPHGLDWH 5HFRPPHQGDWLRQV
29(59,(:
$V SDUW RI RXU HIIRUW WR FUHDWH DQDO\]H DQG SURYLGH UHFRPPHQGDWLRQV WR VWUHQJWKHQ WKH &LW\¶V RYHUDOO H[WHUQDO FRPPXQLFDWLRQV DQG SXEOLF HQJDJHPHQW &HUUHOO FRQGXFWHG DQ LQGHSWK 'DQJHUV 2SSRUWXQLWLHV DQG 6WUHQJWKV
'26
DVVHVVPHQW RI WKH &LW\¶V PHVVDJLQJ
FRPPXQLFDWLRQV FKDQQHOV DQG KRZ VWDNHKROGHUV YLHZ WKH &LW\¶V FRPPXQLFDWLRQV HIIRUWV 7KLV FRPSUHKHQVLYH DVVHVVPHQW UHVXOWHG LQ ILQGLQJV WKDW SURYLGH D EDVHOLQH IRU WKH FUHDWLRQ RI VWUDWHJLF UHFRPPHQGDWLRQV IRU HQKDQFHG FRPPXQLFDWLRQV DQG HQJDJHPHQW 8VLQJ WKLV LQIRUPDWLRQ ZH FDQ LPSOHPHQW DQ HIIHFWLYH FRPPXQLFDWLRQV SURJUDP IRU WKH &LW\ RI 3LQROH WR LPSURYH ERWK LQWHUQDO DQG H[WHUQDO FRPPXQLFDWLRQV,Q DGGLWLRQ WR ILQGLQJV WKH DVVHVVPHQW UHVXOWHG LQ VRPH UHFRPPHQGDWLRQV IRU LPPHGLDWH LPSURYHPHQWV WR WKH &LW\¶V FRPPXQLFDWLRQ DQG HQJDJHPHQW
7KH ILQGLQJV DQG UHFRPPHQGDWLRQV WKDW KDYH UHVXOWHG IURP WKH DVVHVVPHQW DUH RUJDQL]HG LQWR

WKH IROORZLQJ VHFWLRQV

Ɣ :HEVLWH
Ɣ 6RFLDO 0HGLD
Ɣ %UDQGLQJ
Ɣ &RPPXQLFDWLRQ 3ODQ
Ɣ &ULVLV 0DQDJHPHQW
Ɣ 1HZVOHWWHUV
Ɣ 3UHVV 5HOHDVHV
Ɣ 0HGLD 5HODWLRQV 3UHVV $FFHVVLELOLW\
Ɣ /DQJXDJH $FFHVV
Ɣ 6WUDWHJLF *RDOV
179 of 288
44 $ VXEVHTXHQW &LW\ RI 3LQROH &RPPXQLFDWLRQ DQG (QJDJHPHQW 3ODQ ZLOO IROORZ LQ WKH PRQWKV DKHDG DIWHU WKLV '26 DVVHVVPHQW LV IRUPDOO\ DFFHSWHG 7KH 3ODQ ZLOO FRYHU VSHFLILF WDFWLFV

FRPPXQLFDWLRQ PHFKDQLVPV DQG UHFRPPHQGDWLRQV RQ WRROV DQG SODWIRUPV IRU HQKDQFLQJ HQJDJHPHQW ZLWK WKH &LW\¶V GLYHUVH UHVLGHQWV
),1',1*6 $1' 5(&200(1'$7,216
%HORZ ZH KDYH RXWOLQHG RXU ILQGLQJV DQG LPPHGLDWH UHFRPPHQGDWLRQV LQ JUHDWHU GHWDLO WR KHOS WKH &LW\ VWUHQJWKHQ LWV RYHUDOO FRPPXQLFDWLRQV DQG HQJDJHPHQW ZLWK LWV FRQVWLWXHQWV 7KH VXEVHTXHQW &RPPXQLFDWLRQ DQG (QJDJHPHQW 3ODQ ZLOO SURYLGH LQGHSWK UHFRPPHQGDWLRQV VWUDWHJLHV DQG WDFWLFV WR LPSURYH WKH &LW\¶V HQJDJHPHQW ZLWK DQG FRPPXQLFDWLRQ WR LWV UHVLGHQWV :HEVLWH
5HFRPPHQGDWLRQV

Ɣ $GG 6LPSOLILHG &KLQHVH WR WKH ODQJXDJH WUDQVODWRU LQ WKH WRS ULJKW FRUQHU RI WKH ZHEVLWH Ɣ 5HPRYH &LW\ RI 3LQROH 3ROLFH 'HSDUWPHQW ,QVWDJUDP DQG 7ZLWWHU OLQNV IURP WKH IRRWHU RI WKH ZHEVLWH DQG DGG WR WKH 3ROLFH 'HSDUWPHQW¶V FRQWDFW XV SDJH 7KH 3ROLFH 'HSDUWPHQW¶V VRFLDO PHGLD SDJHV DUH DOUHDG\ OLQNHG RQ LWV GHVFULSWLRQ SDJH Ɣ %HWWHU IRUPDWWLQJ IRU GURSGRZQ PHQXVWLWOHV
ż ([DPSOH
µ$ERXW 3LQROH¶ ZKHQ WKH WDE GURSV GRZQ \RX VHH WKH JUHHQ ODEHO LQ WKH ERWWRP PLGGOH LQVWHDG RI WKH WRS 6KRXOG VWDUW RII LQ WKH WRS OHIW Ɣ 8SGDWH FRS\ULJKW WR  LQ WKH ZHEVLWH IRRWHU &XUUHQWO\ VWDWHV ³´ ZKLFK FRXOG LPSO\ WR UHDGHUV WKDW WKH ZHEVLWH KDV QRW EHHQ XSGDWHG LQ VHYHUDO \HDUV Ɣ 5HWLWOH KRPH SDJH IURP ³+RPH  &LW\ RI 3LQROH´ WR ³&LW\ RI 3LQROH´ DQG XSGDWH FXUUHQW JHQHULF IDYLFRQ WR &LW\ 6HDO RU D ³3´ JUDSKLF
Ɣ 5HPRYH WKH ³&RQWDFW 8V´ PHQX DQG VRUW SDJHVOLQNV LQWR RWKHU PHQX RSWLRQV Ɣ 5HPRYH WKH ³5HVLGHQWV´ PHQX DV DOO UHVRXUFHV DUH DOUHDG\ DYDLODEOH LQ RWKHU PHQXV Ɣ &KDQJH ³$ERXW 3LQROH´ PHQX WR EH FDOOHG ³2XU &LW\´
Ɣ &RPPXQLW\ (YHQWV SDJH KDV RXWGDWHG LQIRUPDWLRQ
Ɣ 1RWLFHV SDJH OLQNV WR DQ ROG 5)3 IURP 
$ ZHEVLWH LV D PRGHUQGD\ EURFKXUH DQG WKH YLUWXDO IDFH RI DQ\ RUJDQL]DWLRQ RU EUDQG :KLOH PRGHUQ LQ VRPH DUHDV WKH &LW\¶V FXUUHQW ZHEVLWH LV GLIILFXOW WR QDYLJDWH DQG RYHUDOO QRW XVHUIULHQGO\ ,Q RXU RZQ UHYLHZ DV ZHOO DV IHHGEDFN UHFHLYHG IURP VHYHUDO VWDNHKROGHU LQWHUYLHZV LW¶V FOHDU WKDW LW FDQ EH GLIILFXOW WR ILQG LQIRUPDWLRQ RQ VRPHWKLQJ DV VLPSOH DV KRZ WR UHSRUW LOOHJDO GXPSLQJ RU D SRWKROH
7KH ZHEVLWH LV OLQNHG WR D *RRJOH $QDO\WLFV DFFRXQW WR WUDFN WKH QXPEHU RI YLVLWRUV WR WKH VLWH DQG KRZ WKH\ LQWHUDFW ZLWK LWV YDULRXV SDJHV 3ULRU WR RXU HQJDJHPHQW ZLWK WKH &LW\ WKH DQDO\WLFV 180 of 288
45 WUDFNLQJ ZDV QRW DFWLYH WKHUHIRUH ZH RQO\ KDYH GDWD IURP 2FWREHU  DQG RQ %HORZ ZH¶YH SURYLGHG YLVXDOV RI KRZ WKH ZHEVLWH SHUIRUPHG LQ 'HFHPEHU  DQG WKHVH PHWULFV DUH FRQVLVWHQW ZLWK ZKDW ZH VDZ IRU 2FWREHU  DQG 1RYHPEHU  2YHUDOO DQG DV H[SHFWHG WKH ZHEVLWH KRPH SDJH LV WKH EHVW SHUIRUPHU KDYLQJ QHDUO\  XQLTXH YLVLWRUV FRPH WR WKH SDJH LQ 'HFHPEHU  <RX¶OO VHH LQ WKH LOOXVWUDWLRQ EHORZ WKH WRS  SHUIRUPLQJ SDJHV RQ WKH ZHEVLWH LQFOXGH SDJHV IRU &29,' UHVRXUFHV SROLFH &LW\ &RXQFLO
DQG WKH 6HQLRU &HQWHU 2YHUDOO WKH ZHEVLWH LV ZHOO YLVLWHG KRZHYHU ZH ZRXOG OLNH WR GUDZ DWWHQWLRQ WR WKH DYHUDJH ERXQFH UDWH RI  SHUFHQW $ ERXQFH UDWH LV WKH SHUFHQWDJH RI VLQJOHSDJH VHVVLRQV LQ ZKLFK WKHUH ZDV QR LQWHUDFWLRQ ZLWK WKH SDJH 7KHVH LQGLYLGXDOV UHDFKHG WKH &LW\¶V ZHEVLWH PDGH QR DWWHPSW WR FOLFN DQ\ OLQNV DQG FORVHG RXW RI WKH ZHEVLWH ZLWKRXW YLVLWLQJ DQ\ RWKHU SDJHV :H W\SLFDOO\ VHH ERXQFH UDWHV LQ WKH UDQJH RI  WR  SHUFHQW IRU JRYHUQPHQW HQWLWLHV $ ERXQFH UDWH RI PRUH WKDQ  SHUFHQW VXJJHVWV WKDW YLVLWRUV DUH XQDEOH WR GHWHUPLQH ZKHUH WR ILQG WKH UHVRXUFHV WKH\ DUH ORRNLQJ IRU DQG XOWLPDWHO\ OHDYH WKH ZHEVLWH ZLWKRXW DQVZHUV
181 of 288
46 7KH &LW\¶V H[LVWLQJ ZHEVLWH FRQWHQW PDQDJHPHQW V\VWHP RU ³EDFNHQG´ LV WKURXJK &LYLF/LYH 5DWKHU WKDQ GHYHORSLQJ D FRPSOHWHO\ QHZ ZHEVLWH ZH UHFRPPHQG VWUXFWXUDO DQG YLVXDO WZHDNV WR WKH H[LVWLQJ ZHEVLWH &LYLF/LYH RIIHUV VHYHUDO DGGLWLRQDO WRROV DQG IHDWXUHV WKDW DUH QRW DYDLODEOH RQ WKH &LW\¶V FXUUHQW ZHEVLWH 7KLV LQFOXGHV QRWLILFDWLRQ PDQDJHPHQW VRIWZDUH OLVW PDQDJHPHQW DQG FLWL]HQ UHTXHVW PDQDJHPHQW WRROV +RZHYHU ZH ZLOO FDXWLRQ WKDW &LYLF/LYH¶V RIIHULQJV LQ WKLV VSDFH DUH QRW DV KLJKO\ UHJDUGHG DV RIIHU SODWIRUPV VXFK DV *UDQLFXV $V QRWHG DERYH UDWKHU WKDQ GHVLJQLQJ SRSXODWLQJ DQG ODXQFKLQJ DQ HQWLUHO\ QHZ VLWH ZH UHFRPPHQG WKH &LW\ ILQG WKLUGSDUW\ WRROV WKDW FDQ HQKDQFH RU DXJPHQW WKH &LW\¶V H[LVWLQJ VLWH ZLWK &LYLF/LYH 7KH &LW\ ZLOO EH ZHOO VHUYHG WR SURYLGH DV PDQ\ RQOLQHVHOIKHOS UHVRXUFHV DV SRVVLEOH VR UHVLGHQWV FDQ JHW WKH LQIRUPDWLRQ WKH\ QHHG DW WKHLU FRQYHQLHQFH ZLWKRXW KDYLQJ WR HPDLO RU FDOO &LW\ VWDII
6XUURXQGLQJ FLWLHV VXFK DV WKH &LW\ RI +HUFXOHV RIIHU PRUH LQWHUDFWLRQ DQG VHOIKHOS UHVRXUFHV RQ LWV ZHEVLWH )RU H[DPSOH XQGHU WKH ³, :DQW WR«´ PHQX RSWLRQ \RX¶OO VHH FOHDU GLUHFWLRQ DQG DFFHVV WR YDULRXV VHUYLFHV UHVLGHQWV PD\ QHHG LQFOXGLQJ DSSOLFDWLRQV UHSRUWLQJ DQG VHUYLFH UHTXHVWV ,WV (1RWLFH SDJH SURYLGHV TXLFN DFFHVV IRU UHVLGHQWV WR VLJQ XS DQG VWD\ LQIRUPHG RQ DOO &LW\ DFWLYLWLHV WKDW DUH UHOHYDQW WR WKHLU LQWHUHVWV ,Q FRQWUDVW WKH &LW\ RI 3LQROH¶V ZHEVLWH KDV OLPLWHG RSWLRQV IRU UHSRUWLQJ DQG WUDFNLQJ VHUYLFH UHTXHVWV DQG FXUUHQWO\ KDV QR RSWLRQV IRU UHVLGHQWV WR VLJQ XS IRU DOHUWV QRWLFHV RU JHQHUDO &LW\ XSGDWHV 7KH UHSRUWLQJ DYDLODEOH XQGHU WKH ³+RZ GR ,«´ PHQX LV IRU UHSRUWV PDGH WR RWKHU DJHQFLHV IRU KD]DUGRXV VSLOOV RU KLJKZD\ PDLQWHQDQFH &XUUHQWO\ UHVLGHQWV DUH H[SHFWHG WR NQRZ ZKDW &LW\ GHSDUWPHQW LV UHVSRQVLEOH IRU YDULRXV VHUYLFHV VHDUFK IRU WKH DSSURSULDWH FRQWDFW DQG VHQG DQ HPDLO WR UHJLVWHU D VHUYLFH UHTXHVW RU ILOH D UHSRUW $ FLWL]HQ UHTXHVW PDQDJHPHQW WRRO VXFK DV *R*RY FDQ TXLFNO\ LQWHJUDWH ZLWK WKH &LW\¶V H[LVWLQJ &LYLF/LYH ZHEVLWH DQG ZLOO UDSLGO\ LPSURYH FRRUGLQDWLRQ EHWZHHQ GHSDUWPHQWV VDYH FRXQWOHVV VWDII KRXUV DQG PDNH DYDLODEOH XVHUIULHQGO\ WRROV IRU UHVLGHQWV WR UHJLVWHU DQG WUDFN VHUYLFH UHTXHVWV $OWHUQDWLYHO\ DQG DV QRWHG DERYH WKH &LW\¶V H[LVWLQJ ZHEVLWH FRQWHQW PDQDJHPHQW SODWIRUP &LYLF/LYH RIIHUV VLPLODU QRWLILFDWLRQ 3ODWIRUPV VXFK DV *R*RY ZLOO EH HYDOXDWHG LQ IXUWKHU GHWDLO LQ WKH &RPPXQLFDWLRQ DQG (QJDJHPHQW 3ODQ 182 of 288
47 7KH ³&RQWDFW 8V´ PHQX RQ WKH ZHEVLWH LV UHGXQGDQW DQG RIIHUV WKH VDPH OLQNV WR &LW\ 'HSDUWPHQWV DV VHHQ LQ WKH ³&LW\ *RYHUQPHQW´ PHQX :H UHFRPPHQG PRYLQJ DQG FRQGHQVLQJ WKH FRQWDFW VXEPHQX OLQNV LQWR WKH ³+RZ 'R ,«´ PHQX ZLWK WKH IROORZLQJ VWUXFWXUH

Ɣ &217$&7
ż &RPPLVVLRQHUV
ż &RXQFLO 0HPEHUV
ż 'HSDUWPHQWV
&UHDWH D QHZ FLW\BJRYHUQPHQWFRQWDFWBXV SDJH ZLWK D K\SHUOLQN

WR HDFK RI WKH UHVSHFWLYH GHSDUWPHQW SDJHV

ż 2WKHU $JHQFLHV
&UHDWH D QHZ SDJH ZLWK OLQNV WR RWKHU JRYHUQPHQWDO DJHQFLHV ± VFKRROV VWDWH DJHQFLHV VXFK DV 6HFUHWDU\ RI 6WDWH (PSOR\PHQW 'HYHORSPHQW 'HSDUWPHQW
(''
 &RQWUD &RVWD &RXQW\ &RQWUD &RVWD +HDOWK 'HSDUWPHQW DQG RWKHU UHOHYDQW 'LVWULFWV

7KH ³5HVLGHQWV´ PHQX FXUUHQWO\ KDV WZR UHVRXUFHV OLVWHG ± 6FKRRO /RFDWLRQV DQG 6HUYLFHV DQG 8WLOLWLHV $OO RI WKH LQIRUPDWLRQ DQG UHVRXUFHV RIIHUHG E\ WKHVH WZR OLQNV DUH DYDLODEOH XQGHU RWKHU PHQX RSWLRQV )RU VLPSOLFLW\ DQG WR LPSURYH WKH H[SHULHQFH IRU YLVLWRUV ZH UHFRPPHQG HOLPLQDWLQJ WKLV PHQX RSWLRQ
$V OLVWHG DERYH RQH RI RXU UHFRPPHQGDWLRQV LV WR DGG 6LPSOLILHG &KLQHVH DV DQ RSWLRQ IRU WKH WUDQVODWLRQ WRRO RQ WKH ZHEVLWH 7KLV WRRO ZDV SUHYLRXVO\ EURNHQ EXW KDV VLQFH EHHQ IL[HG &XUUHQWO\ WKH WUDQVODWLRQ WRRO RIIHUV WUDQVODWLRQ LQWR  ODQJXDJHV LQFOXGLQJ WKH WRS WZR QRQ(QJOLVK ODQJXDJHV ± 6SDQLVK DQG 7DJDORJ
7KURXJKRXW WKH LQWHUYLHZ SURFHVV ZLWK FRPPXQLW\ VWDNHKROGHUV WKHUH ZDV D UHFXUULQJ PHVVDJH WKDW WKH &LW\ VKRXOG EHJLQ WR FRPPXQLFDWH ZLWK WKH &KLQHVHVSHDNLQJ FRPPXQLW\ RI 3LQROH %DVHG RQ WKHVH GLVFXVVLRQV ZH KDYH GHWHUPLQHG WKDW 6LPSOLILHG &KLQHVH LV WKH PRVW XVHIXO YHUVLRQ RI ZULWWHQ &KLQHVH WKDW WKH &LW\ VKRXOG DWWHPSW WR WUDQVODWH WKH ZHEVLWH LQWR 7R SURFHVV WUDQVODWLRQ UHTXHVWV WKH ZHEVLWH XVHV *RRJOH 7UDQVODWH $SSOLFDWLRQ 3URJUDPPLQJ ,QWHUIDFH

$3,
 ,W VKRXOG EH D TXLFN XSGDWH E\ WKH ZHEVLWH RSHUDWRU WR DGG 6LPSOLILHG &KLQHVH 6RFLDO 0HGLD
5HFRPPHQGDWLRQV

Ɣ 8SGDWH H[LVWLQJ )DFHERRN SDJH WLWOH IURP ³&LW\ RI 3LQROH&LW\ +DOO´ WR ³&LW\ RI 3LQROH´ Ɣ 8WLOL]H WKH 3ROLFH 'HSDUWPHQWV ODUJH IROORZLQJ WR FURVVSURPRWH &LW\ FKDQQHOV Ɣ &UHDWH D QHZ &LW\ RI 3LQROH ,QVWDJUDP DFFRXQW
Ɣ 6WDII &LW\ RI 3LQROH WDEOH DW FRPPXQLW\ HYHQWV WR SURPRWH VLJQXSV WR VRFLDO PHGLD SODWIRUPV DQG RWKHU &LW\ FKDQQHOV
183 of 288
48 Ɣ 'HVLJQDWH D ³VRFLDO PHGLD PDQDJHU RU SXEOLF LQIRUPDWLRQ RIILFHU 3,2
´ UHVSRQVLEOH IRU DOO
SODWIRUPV FUHDWLQJ DQG DSSURYLQJ FRQWHQW DQG HQJDJLQJ ZLWK &LW\ GHSDUWPHQW KHDGV WR

VRXUFH FRQWHQW
Ɣ 3XUFKDVH D VRFLDO PHGLD PDQDJHPHQW WRRO WR H[SHGLWH FRQWHQW FUHDWLRQ DQG FHQWUDOL]H

XVH SHUPLVVLRQV
:LWK RYHU  RI $PHULFDQV KROGLQJ DW OHDVW RQH VRFLDO PHGLD DFFRXQW WKH QXPEHU RI VRFLDO QHWZRUN XVHUV LQ WKH 8QLWHG 6WDWHV LV IRUHFDVWHG WR LQFUHDVH WR DSSUR[LPDWHO\  PLOOLRQ E\  ,Q DGGLWLRQ 
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¶V )DFHERRN SDJH KDV  IROORZHUV ZKLFK DPRXQWV WR MXVW  SHUFHQW RI WKH &LW\¶V UHVLGHQWV IROORZLQJ WKH SDJH $VVXPLQJ WKDW VRPH QRQUHVLGHQWV OLNHO\ IROORZ WKH SDJH PHDQV WKH )DFHERRN SDJH LV GUDVWLFDOO\ XQGHUXWLOL]HG DQG WKHUH DUH RSSRUWXQLWLHV IRU LPPHQVH JURZWK LQ WKH QXPEHU RI UHVLGHQWV ZKR UHFHLYH XSGDWHV IURP WKH &LW\ WKURXJK )DFHERRN $V D FRPSDULVRQ WKH &LW\ RI 6DQ 3DEOR KDV  IROORZHUV ZLWK D SRSXODWLRQ RI 
 IRU D XWLOL]DWLRQ UDWH RI  SHUFHQW
7KH 3LQROH 3ROLFH 'HSDUWPHQW )DFHERRN KDV PRUH WKDQ
 IROORZHUV $OWKRXJK ZH HVWLPDWH
WKDW VHYHUDO KXQGUHG RI WKHVH IROORZHUV DUH QRQ3LQROH UHVLGHQWV WKLV LV VWLOO DQ LPSUHVVLYH IROORZLQJ *LYHQ WKH 3ROLFH 'HSDUWPHQW
V ODUJH IROORZLQJ WKH &LW\ FDQ TXLFNO\ FDSWXUH KXQGUHGV RI UHVLGHQWV E\ SURPRWLQJ LWV H[LVWLQJ DQG IXWXUH FKDQQHOV DQG SODWIRUPV LQFOXGLQJ )DFHERRN ,QVWDJUDP DQG QHZVOHWWHUV WR WKH 3ROLFH 'HSDUWPHQW¶V )DFHERRN DXGLHQFH :H UHFRPPHQG SDUWQHULQJ ZLWK WKH 3ROLFH 'HSDUWPHQW WR FUHDWH PRQWKO\ RU TXDUWHUO\ SRVWV DVNLQJ LWV IROORZHUV WR HQJDJH ZLWK WKH &LW\¶V FKDQQHOV
7R VWDUW ZH UHFRPPHQG WKDW WKH &LW\ FUHDWHV LWV RZQ ³&LW\ RI 3LQROH´ ,QVWDJUDP 7KH SRVWV VKRXOG FRQWDLQ WKH VDPH LQIRUPDWLRQ DV WKH &LW\ SRVWV WR )DFHERRN EXW LQFRUSRUDWH PRUH LPDJHV ZKHQ SRVVLEOH RI WKH IROORZLQJ W\SHV RI LQIRUPDWLRQ DQG YLVXDOV

Ɣ &RPPXQLW\ HQJDJHPHQW

YLUWXDO WRZQ KDOO PHHWLQJ WLPHV DQG GDWHV

Ɣ )XWXUH KROLGD\ HYHQWV
Ɣ 'HSDUWPHQW XSGDWHV VXFK DV WKH /RFDO 5RDG 6DIHW\ 3ODQ DQG 3LQROH 6NDWHSDUN 5HSDLU Ɣ 3RVWV DERXW HDFK FRXQFLO PHPEHU SXWWLQJ D SLFWXUH WR WKHLU QDPH Ɣ 3LFWXUHV IURP YDULRXV FLYLF DFWLYLWLHV
FDU VKRZ ZDWHUVKHG FOHDQXS SDUN HYHQWV HWF

6RFLDO PHGLD PDQDJHPHQW LV D WLPHFRQVXPLQJ WDVN DQG WKH QDWLYH WRROV RIIHUHG E\ WKH SODWIRUPV GR QRW DOORZ IRU FROODERUDWLRQ DFURVV WHDPV RU &LW\ GHSDUWPHQWV :H UHFRPPHQG WKH &LW\ SXUFKDVH D VRFLDO PHGLD PDQDJHPHQW WRRO WR H[SHGLWH FRQWHQW FUHDWLRQ DQG FHQWUDOL]H XVH 184 of 288
49 SHUPLVVLRQV DQG JUDQW WKH DSSURSULDWH OHYHO RI DFFHVV WR VWDII ,W¶V DOVR EHHQ SUHYLRXVO\ GLVFRYHUHG E\ &LW\ VWDII WKDW D IHZ GHSUHFDWHG )DFHERRN SDJHV H[LVW DQG DUH QR ORQJHU DEOH WR EH UHPRYHG ZLWKRXW UHDFKLQJ RXW WR )DFHERRN VXSSRUW +HUH LV D OLVW RI WKH SDJHV QR ORQJHU PDLQWDLQHG RU FUHDWHG E\ IRUPHU HPSOR\HHV

Ɣ &LW\ RI 3LQROH  'HSDUWPHQW RI 'HYHORSPHQW 6HUYLFHV
Ɣ 3LQROH &LW\ +DOO
Ɣ 3LQROH )LUH 'HSDUWPHQW  6WDWLRQ 
7R DYRLG WKH FRPSOLFDWLRQV RI WU\LQJ WR UHJDLQ DFFHVV \RX FRXOG WU\ WR UHSRUW \RXU RZQ SDJH WR )DFHERRN DQG VWDUW D FRQYHUVDWLRQ ZLWK WKHP WR KRSHIXOO\ GHOHWH WKDW SDJH )LUVW WU\ WKURXJK WKLV SDJH WR GHOHWH DQ XQXVHG DFFRXQW <RX¶OO VHH D SRSXS LQ WKH ERWWRP ULJKW FRUQHU DVNLQJ ³:DV WKLV KHOSIXO"´ &KRRVH ³1R´ DQG WKHQ ³7KH 6ROXWLRQ 'RHVQ¶W :RUN´ )URP WKHUH \RX FDQ VWDWH \RXU FDVH RI WKLV EHLQJ D ³JUD\´ RU DEDQGRQHG DFFRXQW DQG \RX ZRXOG OLNH WR GHOHWH LW DV WR QRW FDXVH FRQIXVLRQ ZLWK \RXU FLW\¶V UHVLGHQWV +RSHIXOO\ WKDW VWDUWV WKH FRQYHUVDWLRQ ZLWK D FXVWRPHU VHUYLFH FRQWDFW DW )DFHERRN
&HQWUDOL]LQJ DFFHVV DOVR DOORZV \RX WR UHYRNH DFFHVV IRU HPSOR\HHV ZKR OHDYH WKH &LW\ RU PRYH WR D UROH WKDW QR ORQJHU UHTXLUHV WKHP WR SRVW RQ VRFLDO PHGLD 7KURXJK WKLV WRRO WKH &LW\ FDQ ³FURZGVRXUFH´ FRQWHQW IURP VWDII DW WKH YDULRXV &LW\ GHSDUWPHQWV DQG DOORZ WKHP WR VXEPLW FRQWHQW IRU DSSURYDO DQG GLVWULEXWLRQ E\ D GHVLJQDWHG VRFLDO PHGLD PDQDJHU 2XU SUHOLPLQDU\ UHFRPPHQGDWLRQ LV IRU WKH &LW\ WR XWLOL]H /RRPO\ EXW ZH ZLOO SURYLGH D ILQDO UHFRPPHQGDWLRQ LQ WKH &LW\ RI 3LQROH &RPPXQLFDWLRQ DQG (QJDJHPHQW 3ODQ
%UDQGLQJ
5HFRPPHQGDWLRQV

Ɣ 'HYHORS VW\OH JXLGH RU EUDQG NLW ZLWK RIILFLDO &LW\ IRQWV DQG FRORUV WR EH XVHG DFURVV DOO &LW\ 'HSDUWPHQWV FRPPXQLFDWLRQV DQG PDWHULDOV
ż :DLW XQWLO 7KH 1DWHOVRQ 'DOH *URXS ,QF DQG *ROGHQ 6KRYHO $JHQF\ KDV EHJXQ LWV ZRUN RQ HFRQRPLF GHYHORSPHQW VWUDWHJ\ EUDQGLQJ

QHHG WR FUHDWH KDUPRQLRXV
EUDQGV VW\OHV
Ɣ 'HYHORS D WHPSODWH IRU PDWHULDOV FRPPRQO\ XVHG E\ &LW\ GHSDUWPHQW HJ FRQVWUXFWLRQ QRWLFHV FLYLF HYHQWV GLUHFW PDLO SUHVHQWDWLRQV
Ɣ %HJLQ WR LQFRUSRUDWH WKH YLVLRQ PLVVLRQ DQG JRDOV LGHQWLILHG LQ WKH 6WUDWHJLF 3ODQ  LQWR UHJXODU &LW\ FRPPXQLFDWLRQV ZLWK UHVLGHQWV DQG EXVLQHVVHV :KLOH WKHUH DUH PDQ\ DVSHFWV WR D YLVXDO LGHQWLW\ ORJRV DQG FRORU VFKHPHV DUH SDUWLFXODUO\ LPSRUWDQW LI DQ RUJDQL]DWLRQ ZDQWV WR VWDQG RXW LQ D FURZGHG ILHOG 5HVHDUFK VKRZV WKDW SHRSOH VXEFRQVFLRXVO\ DVVHVV EUDQGV ZLWKLQ
 VHFRQGV RI YLHZLQJ DQG WKH PDMRULW\ RI WKDW RSLQLRQ LV VROHO\ EDVHG RQ FRORU
185 of 288
50 7KH &LW\ RI 3LQROH¶V FXUUHQW ORJR RU VHDO LV GLUHFW DQG HIIHFWLYH XWLOL]LQJ D ORJR WKDW SD\V KRPDJH WR WKH 1DWLYH +XFKLQ SHRSOH RI WKH ODQG XVLQJ D SKRWREDVHG ORJR HYRNLQJ IDPLOLDULW\ IURP WKH 3LQROH FRPPXQLW\ +RZHYHU WKDW¶V WKH H[WHQW RI WKH &LW\¶V IRUPDO EUDQG DV LW KDV QR HVWDEOLVKHG VW\OH JXLGHV ZLWK IRQWV FRORUV RU WHPSODWHV
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¶V YDOXHV DQG JRDOV ZKLFK FRXOG VWUHQJWKHQ LWV EUDQG DQG UHLQIRUFH EHWWHU EUDQG FRQVLVWHQF\
:H XQGHUVWDQG WKH &LW\ LV FXUUHQWO\ HQJDJHG ZLWK 7KH 1DWHOVRQ 'DOH *URXS ,QF DQG *ROGHQ 6KRYHO $JHQF\ WR GHYHORS DQ HFRQRPLF GHYHORSPHQW VWUDWHJ\ WKDW LQFOXGHV PDUNHWLQJ DQG EUDQGLQJ WR DWWUDFW EXVLQHVVHV DQG WDOHQW WR \RXU FRPPXQLW\ 2XU WHDP KDV DOUHDG\ PHW ZLWK WKH OHDGV IRU WKLV SURMHFW DQG ZLOO ZRUN LQ WDQGHP ZLWK WKHP WR HQVXUH WKH EUDQGLQJ LV FRPSOLPHQWDU\ &RPPXQLFDWLRQ 3ODQ
5HFRPPHQGDWLRQV

Ɣ ([SDQG RQ WKH FRPPXQLFDWLRQV SODQ
Ɣ 6KRUWHQ WKH LQWURGXFWLRQ
Ɣ 5HIUHVK WKH SODQ SHULRGLFDOO\
*RRG FRPPXQLFDWLRQ GRHVQ¶W MXVW KDSSHQ ,W VWDUWV ZLWK D ZULWWHQ SODQ 7KH  3UHOLPLQDU\ &RPPXQLFDWLRQ 3ODQ LV ODLG RXW ZHOO  LW LV QRW WRR ORQJ RI D GRFXPHQW KDV WKH &LW\¶V JRDOV FOHDUO\ VWDWHG DQG OD\V RXW LWV VWUDWHJLF SULRULWLHV DQG WDUJHW DXGLHQFHV ,W HYHQ RIIHUV D SODQ WR GHOLYHU WUDQVODWLRQ RSWLRQV WR WKH UHVLGHQWV RI 3LQROH WKURXJK XWLOL]LQJ WKH &LW\ VWDII DQG HYHQ WKURXJK D YROXQWHHU SURJUDP
+RZHYHU SHU RXU NQRZOHGJH QRQH RI WKHVH VWHSV KDYH EHHQ WDNHQ WR LPSURYH WKH FRPPXQLFDWLRQV HIIRUWV IRU WKH &LW\ $GGLWLRQDOO\ WKH  3UHOLPLQDU\ &RPPXQLFDWLRQ 3ODQ VWDWHV WKDW LW ZLOO EH XSGDWHG DV QHFHVVDU\ KRZHYHU LW GRHV QRW DSSHDU WR KDYH D YHUVLRQ VLQFH WKH RULJLQDO
,Q IXWXUH XSGDWHV WKH LQWURGXFWLRQ FDQ EH VKRUWHQHG WR MXVW D VHQWHQFH RU WZR DERXW WKH &LW\ DV LW¶V QRW YHU\ UHOHYDQW WR WKH SODQ DQG ZRXOG OLNHO\ EH FRPPRQ NQRZOHGJH WR WKH UHDGHU RI WKH 186 of 288
51 SODQ ,I \RX ZRXOG OLNH WR LQFOXGH WKH IXOO &LW\ RYHUYLHZ SODFLQJ WKLV LQ WKH DSSHQGL[ ZRXOG EH D JRRG RSWLRQ
7KH SODQ KDV JUHDW UHFRPPHQGDWLRQV DQG LGHDV LW MXVW QHHGV VRPH XSGDWLQJ WR KDYH VRPH RI WKH FKDUWV HDVLHU WR UHDG D VWDWXV XSGDWH DQG UROHV DVVLJQHG &ULVLV 0DQDJHPHQW
5HFRPPHQGDWLRQV

Ɣ &UHDWH D FULVLV FRPPXQLFDWLRQV SODQ
$ NH\ SDUW RI KDQGOLQJ D FULVLV ZHOO DQG PLWLJDWLQJ GDPDJH WR \RXU EUDQG OLHV LQ WKH SUHSDUDWLRQ /DFN RI SUHSDUDWLRQ DQG SODQQLQJ FDQ UHVXOW LQ SRRU KDQGOLQJ RI LPPLQHQW RU HPHUJLQJ FULVHV ZKLFK FDQ KDYH ODVWLQJ QHJDWLYH FRQVHTXHQFHV )RU D PXQLFLSDOLW\ KDYLQJ D FOHDU SURFHVV IRU KDQGOLQJ D FULVLV FDQ OHVVHQ FRQIXVLRQ SURYLGH FOHDU QH[W VWHSV IRU UHVLGHQWV DQG LQ VRPH LQVWDQFHV VDYH OLYHV
:KLOH QRW HYHU\ FULVLV FDQ EH DQWLFLSDWHG LW¶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

(23
 7KH (23 ZLOO GHILQH ZKR LV UHVSRQVLEOH IRU FRPPXQLFDWLRQ GXULQJ DQ HPHUJHQF\ DQG VRPH EDVLF DSSURDFKHV WR XVH 7KH &LW\ VKRXOG FUHDWH D GHWDLOHG FULVLV FRPPXQLFDWLRQ SODQ WR FRPSOHPHQW WKH (23¶V JXLGDQFH
1HZVOHWWHUV
5HFRPPHQGDWLRQV

Ɣ 6KRUWHQ WKH $GPLQLVWUDWLYH 5HSRUWV
DOVR UHIHUUHG WR DV WKH &LW\ 0DQDJHU¶V 5HSRUW

Ɣ 3URYLGH QHZVOHWWHUV ZLWK LPSRUWDQW PHVVDJLQJ WUDQVODWHG LQ NH\ ORFDO ODQJXDJHV 1HZVOHWWHUV ZKLFK DUH EXOOHWLQV LVVXHG SHULRGLFDOO\ WR WKH PHPEHUV RI VRFLHW\ EXVLQHVV RU RUJDQL]DWLRQ DUH D ZRQGHUIXO WRRO IRU UHJXODUO\ GLVVHPLQDWLQJ LPSRUWDQW LQIRUPDWLRQ DOO LQ RQH SODFH WR VSHFLILF DXGLHQFHV +RZHYHU LI QRW H[HFXWHG FRUUHFWO\ RU HDVLO\ DFFHVVLEOH WR UHVLGHQWV DQG EXVLQHVVHV WKH HQJDJHPHQW DQG DFFHSWDQFH RI WKH QHZVOHWWHU PD\ QRW UHDFK LWV IXOO SRWHQWLDO
187 of 288
52 7KH &LW\¶V RQO\ FURVVGHSDUWPHQWDO QHZVOHWWHU WKH ELZHHNO\ $GPLQLVWUDWLYH 5HSRUW &LW\
0DQDJHU¶V 5HSRUW
 ZKLOH IXOO RI XVHIXO LQIRUPDWLRQ DQG UHVRXUFHV LVQ¶W SDUWLFXODUO\ UHDGHUIULHQGO\ DQG FRXOG EH GHVFULEHG DV PRUH RI DQ DGPLQLVWUDWLYH RU LQWHUQDO FRPPXQLFDWLRQ UDWKHU WKDQ H[WHUQDO IRU WKH JHQHUDO SXEOLF
$FFRUGLQJ WR UHVHDUFK IURP 1LHOVHQ 1RUPDQ *URXS
11*
 SHRSOH VSHQG MXVW  VHFRQGV RQ
DYHUDJH ZLWK DQ HPDLO QHZVOHWWHU DIWHU RSHQLQJ LW 7KH LQIRUPDWLRQ LQ WKH &LW\ 0DQDJHU¶V 5HSRUW LV UHOHYDQW DQG GHVHUYLQJ RI EHLQJ VKDUHG EXW WKH HGLWLRQV VKRXOG EH VKRUWHU LQ OHQJWK WR KHOS HQVXUH DFWLYH HQJDJHG UHDGHUVKLS 7KHVH GD\V PRUH WKDQ  RI SHRSOH UHDG WKHLU HPDLO RQ D PRELOH GHYLFH DQG ZKLOH WKH &LW\ 0DQDJHU¶V 5HSRUW LV FRPSDWLEOH ZLWK SKRQHV KDYLQJ D ORW RI WH[W ZLWKLQ WKH GRFXPHQW PDNHV LW OHVV GLJHVWLEOH LQ D PRELOH IRUPDW 7KH XSFRPLQJ &RPPXQLFDWLRQ DQG (QJDJHPHQW 3ODQ ZLOO JR LQWR IXUWKHU GHWDLO RQ WDFWLFV WR UHSXUSRVH WKH LQIRUPDWLRQ ZLWKLQ WKH &LW\ 0DQDJHU¶V 5HSRUW LQWR D PRQWKO\ ³&LW\ RI 3LQROH 1HZVOHWWHU´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¶V FRPPXQLW\ LV GLYHUVH DQG IXOO RI YDULRXV FXOWXUHV DQG ODQJXDJHV EXW WKH PDWHULDOV SURYLGHG E\ WKH &LW\ GR QRW UHIOHFW WKDW 7KH LQIRUPDWLRQ GHOLYHUHG IURP WKH &LW\ GRHV QRW UHIOHFW WKH IDFW WKDW QHDUO\ KDOI RI WKH SRSXODWLRQ RI 3LQROH LV +LVSDQLF /DWLQR RU $VLDQ 6HH PRUH LQ WKH /DQJXDJH $FFHVV SRUWLRQ EHORZ
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

188 of 288
53 Ɣ 8VLQJ WKH VDPH IRQW DQG IRQW VL]H WKURXJKRXW WKH QHZVOHWWHU Ɣ 3XWWLQJ WKH &KLHI

V PHVVDJH DW WKH WRS RI WKH QHZVOHWWHU
Ɣ 3XW WKH ZHHNO\ VDIHW\ WLS LQ WKH QHZVOHWWHU LQVWHDG RI SURYLGLQJ D OLQN WR LW Ɣ 3XW D NH\ RQ WKH ³:KDW¶V +DSSHQLQJ LQ 3LQROH´ PDS WR IXUWKHU H[SODLQ WKH FRORUVQXPEHUV Ɣ %HWWHU RUJDQL]H WKH ³:KDW¶V +DSSHQLQJ LQ 3LQROH´ VHFWLRQ DQG WKH FULPHV UHSRUWHG ZLWK IRUPDWWLQJ XQGHUOLQLQJ VHFWLRQ RUJDQL]LQJ
Ɣ 3ODFH LPSRUWDQW HYHQWV VXFK DV WKH ³&RIIHH ZLWK D &RS´ E\ LWVHOI DW WKH ERWWRP DQG ODEHO WKH VHFWLRQ ³(YHQWV´
Ɣ 3XW WKH &LW\ RI 3LQROH SROLFH ORJR DW WKH YHU\ ERWWRP RI WKH QHZVOHWWHU 3UHVV 5HOHDVHV
5HFRPPHQGDWLRQV

Ɣ $GG SUHVV DQG PHGLD UHOHDVHV ZKHQ DYDLODEOH WR 1HZV VHFWLRQ Ɣ $GG TXRWHV IURP WKH VWDNHKROGHUV DQG VSRNHVSHRSOH
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¶V DUWLFOH
$GGLWLRQDOO\ RQH LV XQDEOH WR ILQG WKH PHGLD UHOHDVHV RQ WKH &LW\¶V ZHEVLWH ,I \RX VHDUFK ³PHGLD UHOHDVH´ RU ³SUHVV UHOHDVH´ RQ WKH ZHEVLWH QR UHOHDVHV VKRZ XS (YHQ WKRXJK \RX PD\ IHHO DV LI WKH PHGLD DUH QRW VHHNLQJ WR FRYHU 3LQROH D ODFN RI DFFHVV SOD\V D UROH (DV\ DFFHVV WR SUHVV UHOHDVHV LV DOVR KHOSIXO WR 3LQROH¶V UHVLGHQWV ,I VRPHRQH LV ORRNLQJ IRU LQIRUPDWLRQ RQ D FULVLV RU HYHQ MXVW DQ HYHQW WKDW WKH\ NQRZ D UHOHDVH ZHQW RXW DERXW EHLQJ XQDEOH WR ILQG LW LV IUXVWUDWLQJ DQG FRXOG FRPH RII DV WKH &LW\ QRW EHLQJ RSHQ DQG WUDQVSDUHQW $GGLQJ SUHVVPHGLD UHOHDVHV WR 189 of 288
54 WKH ZHEVLWH ZRXOG EH EHQHILFLDO IRU DOO 2Q WKH SDJH DOVR DGGLQJ D PHGLD FRQWDFW ZLOO DOORZ LQWHUHVWHG VWDNHKROGHUV DQ HDV\ ZD\ WR UHDFK RXW IRU PRUH LQIRUPDWLRQ LI WKH\ QHHG LW 0HGLD 5HODWLRQV 3UHVV $FFHVVLELOLW\
5HFRPPHQGDWLRQV

Ɣ &UHDWH D SURFHVV IRU FRPPXQLFDWLQJ WR PHGLD
Ɣ +DYH D 3,2 SRVLWLRQ RU GHOHJDWH WDVNV WR D VSHFLILF SHUVRQ ZLWKLQ WKH &LW\ 0DQDJHU¶V 'HSDUWPHQW
:KLOH WKH ORFDO PHGLD DQG SUHVV VFHQH LQ 3LQROH KDV EHJXQ WR GZLQGOH SHU RXU FRQYHUVDWLRQV ZLWK &LW\ VWDII WKHUH DUH VWLOO VRPH RFFDVLRQDO LQWHUDFWLRQV ZLWK WKH PHGLD 7R HQVXUH RSWLPDO VXFFHVV IRU WKHVH LQWHUDFWLRQV D SURFHVV IRU FRPPXQLFDWLQJ ZLWK PHGLD RXWOHWV QHHGV WR EH LQ SODFH
7KH FRQYHUVDWLRQV ZH KDG ZLWK &LW\ RIILFLDOV LQIRUPHG XV WKDW ZKHQ WKHUH LV D WLPH IRU PHGLD LQWHUDFWLRQV WKHUH LV QR FOHDU SURFHVV LQ SODFH 2QH ZD\ WKLV FRXOG EH UHPHGLHG LV WR FUHDWH D PHGLD UHODWLRQ SURFHVV 7KLV GRHV QRW QHHG WR EH D ORQJ RU HODERUDWH GRFXPHQW EXW MXVW D GRFXPHQW WKDW OD\V RXW WKH VWHSV IRU HDFK GHSDUWPHQW LI WKHUH LV D PHGLD LQTXLU\ $QRWKHU RSWLRQ ZRXOG EH FUHDWLQJ D 3,2 SRVLWLRQ IRU WKH &LW\ RI 3LQROH RU GHOHJDWLQJ WKLV WDVN WR DQ LQGLYLGXDO ZLWKLQ WKH &LW\ 0DQDJHU¶V 'HSDUWPHQW $V RI QRZ RQO\ WKH 3ROLFH 'HSDUWPHQW KDV D 3,2 SRVLWLRQ DQG WKH\ KDYH WKH PRVW VXFFHVVIXO FRPPXQLFDWLRQV HIIRUWV &UHDWLQJ D 3,2 UROH IRU WKH &LW\ ZLOO DOORZ LW WR KDYH D GHGLFDWHG SHUVRQ WR KDQGOH FRPPXQLFDWLRQV HIIRUWV IRU WKH &LW\ DQG LWV GHSDUWPHQWV DQG DOORZ IRU WKH &LW\ WR UHDFK PRUH RI LWV FRPPXQLFDWLRQV DQG HQJDJHPHQW JRDOV $V QRWHG DERYH WKLV SHUVRQ
V UROH ZLOO DOVR EH WR PDQDJH WKH &,W\¶V VRFLDO
PHGLD SUHVHQFH DQG WR FRRUGLQDWH ZLWK &LW\ GHSDUWPHQWV RQ VRXUFLQJ PDWHULDO DQG FRQWHQW IRU GLVWULEXWLRQ
/DQJXDJH $FFHVV
5HFRPPHQGDWLRQV

Ɣ ,PSOHPHQW D VWUDWHJ\ WR H[SDQG ODQJXDJH DFFHVV
³/DQJXDJH DFFHVV´ PHDQV SURYLGLQJ /LPLWHG (QJOLVK 3URILFLHQW /(3

SHRSOH ZLWK UHDVRQDEOH
DFFHVV WR WKH VDPH VHUYLFHV DV (QJOLVKVSHDNLQJ LQGLYLGXDOV $FFRUGLQJ WR WKH  /DQJXDJH 0DS $SS IURP WKH 8QLWHG 6WDWHV *RYHUQPHQW¶V &LYLO 5LJKWV 'LYLVLRQ  RI WKH SRSXODWLRQ RI &RQWUD &RVWD &RXQW\ RU 
SHRSOH DUH OLPLWHG (QJOLVK SURILFLHQW
7KH PRVW FRPPRQ IRUHLJQ ODQJXDJHV VSRNHQ LQ &RQWUD &RVWD &RXQW\ DUH 6SDQLVK 7DJDORJ

LQFO )LOLSLQR
 DQG &KLQHVH
LQFO 0DQGDULQ &DQWRQHVH

KRZHYHU QRQH RI WKH &LW\ RI 3LQROH¶V
190 of 288
55 UHVRXUFHV DUH WUDQVODWHG LQ WKHVH ODQJXDJHV 7KH &29,' UHVRXUFHV SDJH GRHVQ¶W RIIHU DQ\
YDU\LQJ ODQJXDJH RSWLRQV DQG WKH 6HUYLFHV DQG 8WLOLWLHV SDJH GRHV SURYLGH DQ RSWLRQ IRU QRQ(QJOLVK VSHDNLQJ UHVLGHQWV ZKR PD\ QHHG WUDQVODWLRQ VHUYLFHV $V PHQWLRQHG LQ WKH ³:HEVLWH´ VHFWLRQ DERYH RQ WKH &LW\ RI 3LQROH¶V ZHEVLWH¶V *RRJOH WUDQVODWLRQ RSWLRQV DOO WKH OLQNV DUH EURNHQ WKHUHIRUH OLPLWLQJ /(3 UHVLGHQWV IURP UHFHLYLQJ DQ\ IRUP RI WUDQVODWHG GRFXPHQWV
:KLOH QRW HYHU\ GRFXPHQW RU UHVRXUFH IURP WKH &LW\ QHHGV WR EH WUDQVODWHG LQWR WKH PRVW FRPPRQO\ QRQ(QJOLVK VSRNHQ ODQJXDJHV LQ WKH DUHD WKH &LW\ VKRXOG WUDQVODWH ³YLWDO GRFXPHQWV´ RU GRFXPHQWV WKDW DUH QHFHVVDU\ IRU PHDQLQJIXO DFFHVV '2- FODULILHV WKDW D

GRFXPHQW ZLOO EH FRQVLGHUHG YLWDO LI LW FRQWDLQV LQIRUPDWLRQ WKDW LV FULWLFDO IRU REWDLQLQJ IHGHUDO VHUYLFHV DQGRU EHQHILWV RU LV UHTXLUHG E\ ODZ
%\ H[SDQGLQJ WKH &LW\¶V ODQJXDJH DFFHVV HIIRUWV WKH &LW\ ZLOO QRW RQO\ LQFUHDVH WKH UHDFK RI HVVHQWLDO LQIRUPDWLRQ WKDW 3LQROH¶V UHVLGHQWV QHHG EXW LW ZLOO DOVR LQFUHDVH FRPPXQLW\ HQJDJHPHQW DV /(3 UHVLGHQWV ZLOO IHHO PRUH ZHOFRPH
6WUDWHJLF *RDOV
5HFRPPHQGDWLRQV

Ɣ 3URYLGH PRUH UHJXODU XSGDWHV RQOLQH
Ɣ $GG DGGLWLRQDO FROXPQV WR WKH OD\RXW
Ɣ 3RVW PRUH IUHTXHQW SODQ XSGDWHV
6HWWLQJ FRQFUHWH VSHFLILF JRDOV LV HVVHQWLDO WR QRW RQO\ LPSOHPHQWLQJ D VXFFHVVIXO SODQ EXW DOVR KROGLQJ \RXUVHOI DFFRXQWDEOH WR HQVXUH IROORZWKURXJK 7KH &LW\ RI 3LQROH¶V 6WUDWHJLF 3ODQ LV ZHOO ZULWWHQ DV LW LQFOXGHV DOOHQFRPSDVVLQJ FOHDU JRDOV WKDW DUH SXUHO\ IRFXVHG RQ HTXLW\ DQG WKH EHWWHUPHQW RI DOO UHVLGHQWV RI 3LQROH
6LQFH WKLV LV D PXOWL\HDU SODQ ZKHQ SRVWLQJ WKH XSGDWHG YHUVLRQV RQ WKH ZHEVLWH ZH UHFRPPHQG DGGLQJ D ³VWDWXV´ FROXPQ WR WKH SODQ ZLWK RSWLRQV VXFK DV ³QRW VWDUWHG´ ³LQ
SURJUHVV´ DQG ³FRPSOHWH´ )RU DQ\ RI WKH LWHPV WKDW DUH FRPSOHWH ZH UHFRPPHQG KRXVLQJ WKH UHSRUWSODQHWF RQ WKH ZHEVLWH DQG DOVR LQFOXGLQJ D OLQN WR WKH LWHP LQ WKH SODQ XSGDWHV :KLOH WKH GRFXPHQW VD\V WKDW LW ZLOO EH XSGDWHG UHJXODUO\ WKHUH KDV QRW EHHQ DQ XSGDWHG YHUVLRQ WR WKH ZHEVLWH VLQFH -DQXDU\  3URYLGLQJ UHJXODU XSGDWHV ZLOO DOORZ WKH FRPPXQLW\ WR VHH WKH SURJUHVV WKDW WKH &LW\ KDV PDGH DQG NQRZ WKH PRVW UHFHQW FKDQJHV $OVR WKH &LW\ RI 3LQROH¶V 6WUDWHJLF 3ODQ LV FXUUHQWO\ VRPHZKDW GLIILFXOW WR ORFDWH DQG LW VKRXOG EH SODFHG VRPHZKHUH WKDW LV HDVLHU IRU UHVLGHQWV WR ILQG $V RI QRZ \RX FDQ RQO\ ILQG LW LI \RX 191 of 288
56 VHDUFK ³VWUDWHJLF SODQ´ +RZHYHU DV D GRFXPHQW WKDW LV VHWWLQJ WKH WRQH IRU WKH IXWXUH RI 3LQROH LW VKRXOG EH PRUH SURPLQHQWO\ SODFHG VXFK DV XQGHU WKH ³&LW\ *RYHUQPHQW´ WDE RQ WKH ILUVW SDJH RU XQGHU ³&LW\ &RXQFLO´ 0DNLQJ WKLV GRFXPHQW PRUH HDVLO\ DFFHVVLEOH ZLOO QRW RQO\ KROG WKH &LW\ PRUH DFFRXQWDEOH EXW ZLOO DOVR FUHDWH JUHDWHU WUDQVSDUHQF\ IRU 3LQROH UHVLGHQWV ,Q DGGLWLRQ ZH UHFRPPHQG WKDW IXWXUH 6WUDWHJLF *RDOV GRFXPHQWV EH FUHDWHG E\ LPSOHPHQWLQJ WKH VDPH SURFHVV DV EHIRUH LQFOXGLQJ WKH IDFLOLWDWLRQ RI RSHQ &LW\ZLGH EUDLQVWRUPLQJ DQG SODQQLQJ VHVVLRQV ZLWK FRPPXQLW\ UHVLGHQWV DQG LQYLWLQJ WKHP WR WKH FRXQFLO ZRUNVKRSV 7KLV SURFHVV ZLOO EH HVVHQWLDO DV LW DOORZV WKH &LW\¶V OHDGHUVKLS WR KHDU GLUHFWO\ IURP WKH FRPPXQLW\ RQ WKHLU WKRXJKWV DQG GHVLUHV RQ ZKDW WKH\ WKLQN WKH &LW\ FDQ LPSURYH RQ DQG WKH GLUHFWLRQ WKH\ ZRXOG OLNH WKH &LW\ WR JR LQ
192 of 288
57 Appendix C – Example Dashboard Report 0RQWKO\'DVKERDUG5HSRUW $SULO>@ )2//2:(5668%6&5,%(56 &LW\)DFHERRN 1H[WGRRU (PDLO 1L[OH <RX7XEH 3 5)DFHERRN 3 5,QVWDJUDP 3')DFHERRN 3',QVWDJUDP $SULO           0D\ 
   
     -XQH 
         -XO\ 
         $XJXVW          6HSWHPEHU          2FWREHU  
  
      1RYHPEHU  
       'HFHPEHU          -DQXDU\          )HEUXDU\          0DUFK    
      $SULO 
     
  *52:7+
0217+

>@  
>@ >@   >@   *52:7+
<($5
 >@ >@       68%6&5,%(5672(0$,/38%/,&$7,216 $URXQGWKH7RZQ 1HZVOHWWHU &LW\0DQDJHU V 8SGDWHV *HQHUDO3ODQ 8SGDWHV 1HLJKERUKRRG:DWFK 8SGDWHV 3DUNV 5HF 1HZVOHWWHU $SULO      0D\ 
     -XQH       -XO\  

   $XJXVW  

 
 
 6HSWHPEHU  
 
 
 2FWREHU    
  1RYHPEHU 
   
 'HFHPEHU   

  -DQXDU\  
  
 )HEUXDU\      0DUFK      $SULO       *52:7+
0217+
 >@ 
  >
@ *52:7+
<($5
>@ 
   >@ 180%(52)32676
&LW\)DFHERRN 1H[WGRRU (PDLO 1L[OH <RX7XEH 3 5)DFHERRN 3 5,QVWDJUDP 3')DFHERRN 3',QVWDJUDP $SULO         
0D\
        
-XQH         
-XO\ 
     
 
$XJXVW 
     >@  6HSWHPEHU         2FWREHU         1RYHPEHU         'HFHPEHU         -DQXDU\         )HEUXDU\         0DUFK  
  >@    $SULO     >@     *52:7+
0217+

>@ 
>@ >@   >@ >
@  
5($&+,035(66,216>@
&LW\)DFHERRN

$YJ'DLO\5HDFK

1H[WGRRU

$YJ,PSUHVVLRQV

(PDLO

7RWDO'HOLYHUHG

<RX7XEH

7RWDO9LHZV

:HEVLWH

7RWDO3DJH9LHZV

3 5)DFHERRN

$YJ'DLO\5HDFK

3 5,QVWDJUDP

$YJ'DLO\5HDFK

3')DFHERRN

$YJ'DLO\5HDFK

3',QVWDJUDP

$YJ'DLO\5HDFK

$SULO    
    
0D\     

  -XQH    
    
-XO\         $XJXVW         
6HSWHPEHU  
     
 
2FWREHU 
   


   1RYHPEHU     

    
'HFHPEHU  
  
   
-DQXDU\         
)HEUXDU\ 
 
    
 
0DUFK 
       $SULO     
    >@*52:7+
0217+
>@  >@ 
 >@ >@   
193 of 288
58 (1*$*(0(17>@
&LW\)DFHERRN

7RWDO(QJ

1H[WGRRU

7RWDO(QJ

(PDLO

(QJ5DWH

<RX7XEH

7RWDO:DWFK7LPHKUV

:HEVLWH

7RWDO3DJH9LVLWV

3 5)DFHERRN

7RWDO(QJ

3 5,QVWDJUDP

7RWDO(QJ

3')DFHERRN

7RWDO(QJ

3',QVWDJUDP

7RWDO(QJ

$SULO       
  
0D\     

    
-XQH         
-XO\     
    
$XJXVW     
   
6HSWHPEHU         
2FWREHU         
1RYHPEHU     
    
'HFHPEHU     
 
   
-DQXDU\         
)HEUXDU\     
 
  
0DUFK   
   
   
$SULO   
  
   *52:7+
0217+
>@  >@  >
@ 
 
  
7+(0(6(9(17663(&,$/127(6
$35 0$< -81( -8/< $8*867 6(37(0%(5 (DUWK'D\&29,'
 0HPRULDO'D\
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

DGYLVRULHV
&LYLF5HFODXQFK3DUNVDQG5HFXSGDWHVDQGWUDIILFDGYLVRULHV &LYLF5HFODXQFK6HDUFKDQGVROYH+HDUW\RXU3DUNV0RQWK)LUHUHVSRQVH%ODFNKLVWRU\PRQWK:HHYHU\RQHLQ$PHULFDQ&DQ\RQ :RPHQ
V+LVWRU\0RQWK&RQVWUXFWLRQ+LJKOLJKWV6WDUWRI6SULQJ+HDUW<RXU3DUNV0RQWK 72362&,$/0(',$32676&,7<)DFHERRN>@ 1H[WGRRU
194 of 288
59 3$5.6 5(&)DFHERRN 3$5.6 5(&,QVWDJUDP3')DFHERRN 3',QVWDJUDP 195 of 288
60 >@,Q0DUFK7ULSHSL6PLWKHGLWHGWKH'DVKERDUG5HSRUWIRUPDWDQGDGGHGVHYHUDOQHZDFFRXQWVPHWULFVWRWUDFNLQFOXGLQJ <RXWXEH
)ROORZHUV1XPEHURI3RVWV9LGHR9LHZVDQG7RWDO:DWFK7LPH3DUNV 5HF)% )ROORZHUV1XPEHURI3RVWV$YJ'DLO\5HDFK7RWDO(QJDJHPHQW7RS3RVWV3DUNV 5HF,* $YJ'DLO\5HDFK7RWDO(QJDJHPHQW:HEVLWH
7RWDO3DJH9LVLWV1H[WGRRU
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
RIJURZWKLQ)HEUXDU\

,Q$SULOZHZLWQHVVDQRWKHU
VXUJH
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of 288
61 >@,Q$XJXVWWKH&LW\WUDQVLWLRQHGLWV,QVWDJUDPDFFRXQWIURPD&LW\+DOOIRFXVHGDFFRXQW #&LW\2I$PHULFDQ&DQ\RQ
WRDQDFFRXQWGHGLFDWHGWRWKH3DUNVDQG5HFUHDWLRQ'HSDUWPHQW #$PHULFDQ&DQ\RQ3DUNV$QG5HF
>@2IWKHYLGHRVDGGHGWRWKH&LW\
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
>@3RVWVRQWKH3DUNVDQG5HF)%PRUHWKDQGRXEOHGIURP0DUFKWR$SULO7KHUHZHUHPRUHFRQFHUWHGHIIRUWVIURPWKH&LW\FRPPVWHDPVWRDGGFRQWHQWWR3 5SDJHVLQ$SULO> @$FWLYLW\RQWKH3DUNVDQG5HFUHDWLRQLQVWDJUDPKDVIOXFWXDWHGPRQWKO\GXHWRFKDQJHVLQWKH3DUNVDQG5HFGHSDUWPHQW7KLVQXPEHULVH[SHFWHGWRFRQWLQXHWRLQFUHDVHDVWKH3DUNVDQG5HFGHSDUWPHQWEHJLQVFUHDWLQJPRUHFRQWHQWDQGLQLWLDWLYHVLQWHUQDOO\DQGDGYHUWLVLQJIRUVXPPHUUHFUHDWLRQFODVVHVRSSRUWXQLWLHV7KH&LW\FRPPVWHDPLQYHVWHGLQPRUH3 5FRQWHQWLQ$SULO,W VXQFOHDUZK\SRVWVIURP)%ZHUHQRWSXEOLVKHGWRWKH3 5,*76ZLOOPRQLWRU>@)%5HDFK $YHUDJH'DLO\5HDFKSHU3URILOHLVWKHDYHUDJHQXPEHURIXVHUVWKDWZHUHVHUYHGFRQWHQWDVVRFLDWHGZLWK\RXUSURILOHSHUGD\DQGSHUSURILOH1H[WGRRU,PSUHVVLRQV DVXPRIWKUHHQXPEHUV

8QLTXHYLHZVRIWKHSRVWLQWKHQHZVIHHG

8QLTXHRSHQVRIWKHHPDLOQRWLILFDWLRQVWKDWDUHVHQWWRQHLJKERUVZKHQDQDJHQF\SRVWV 
8QLTXHFOLFNVRQWKHGDLO\GLJHVWWKDWPDQ\QHLJKERUVUHFHLYHZKLFKLQFOXGHVOLQNVWRDJHQF\SRVWV(PDLO5HDFK WKHWRWDOQXPEHURIEXOOHWLQVGHOLYHUHG,QVWDJUDP5HDFK 7KHQXPEHURIXQLTXHSHRSOHZKRVDZ\RXUSRVW>@7KHDYHUDJHGDLO\UHDFKLVOLNHO\KLJKHUWKDQ)RUWKHPRQWKRI$SULO76KDVLPSUHVVLRQVGDWDIURP$SULOEXWGDWDZDVXQDYDLODEOHIRUWKHUHPDLQGHURIWKHPRQWK:HZLOOKDYHDFFHVVWRWKHFRPSOHWHPRQWKRIPHWULFVEHJLQQLQJLQ0D\ZKLFKZLOOPRUHDFFXUDWHO\UHIOHFWWKH'DLO\5HDFKIRUWKH3',*>@*LYHQWKHDOJRULWKPLFFKDQJHVLQSRVWDSSHDUDQFHVEDVHGRQKRZPXFKFRQWHQWLVEHLQJSURGXFHGUHDFKLVVOLJKWO\GRZQLQ$SULOJLYHQWKHIHZHUSRVWVWKDWZHUHSXEOLVKHGWRWKHDFFRXQW>@(PDLOFRPPXQLFDWLRQVZHUHXSVLJQLILFDQWO\LQ)HEUXDU\7KH&LW\VHQWWZRHPDLOVDERXWWKH6WDWHRIWKH&LW\LQ)HEUXDU\HDFKEHLQJGHOLYHUHGWRRYHUNUHFLSLHQWV7KHHPDLOFRXQWEHJDQWROHYHOEDFNRXWLQ0DUFKDQG$SULOEXWVWLOOUHPDLQKLJKUHODWLYHWRWKHODVWPRQWKSHULRG 197 of 288
62 >@(PDLOFRPPXQLFDWLRQVZHUHXSVLJQLILFDQWO\LQ)HEUXDU\7KH&LW\VHQWWZRHPDLOVDERXWWKH6WDWHRIWKH&LW\LQ)HEUXDU\HDFKEHLQJGHOLYHUHGWRRYHUNUHFLSLHQWV7KHHPDLOFRXQWEHJDQWROHYHOEDFNRXWLQ0DUFKDQG$SULOEXWVWLOOUHPDLQKLJKUHODWLYHWRWKHODVWPRQWKSHULRG>@3DJHYLHZVKDYHEHHQFRQVLVWHQWO\KLJKWKURXJKRXWWKHSDVWPRQWKV3DUWRIWKHLQFUHDVHFDQEHDWWULEXWHGWRDQLQFUHDVHWRQRUPDOOHYHOVIROORZLQJDGLSLQSDJHYLHZVDQGYLVLWVLQ+RZHYHUWKHPDMRULW\RISDJHYLHZVDQGYLVLWVDUHEHLQJGULYHQE\ERWWUDIILF7KHGLSVHHQLQ$SULOLVGULYHQE\WKHERWILOWHUDSSOLHGE\WKH&RPPVWHDP:LWKRXWWKHILOWHUSDJHYLHZVZHUHXSIURP0DUFKWR$SULOE\RYHUN>@:LWKWKHLQFUHDVHGTXDQWLW\RIFRQWHQWERWKUHDFKDQGHQJDJHPHQWDUHXSVLJQLILFDQWO\IRUWKH3 5)%>@)DFHERRN(QJDJHPHQWV WKHQXPEHURIWLPHVWKDWXVHUVUHDFWHGWRFRPPHQWHGRQVKDUHGRUFOLFNHGRQ\RXUSRVWVGXULQJWKHUHSRUWLQJSHULRG7KLVLQFOXGHVERWKRUJDQLFDQGSDLGDFWLYLW\1H[WGRRU(QJDJHPHQWV WKHPRQWKO\VXPRI7KDQN&RXQWDQG5HSO\&RXQW(PDLO(QJDJHPHQW5DWH ,IDUHFLSLHQWRSHQHGWKHEXOOHWLQRUFOLFNHGRQDOLQNWKDWUHFLSLHQWLVFRQVLGHUHG(QJDJHG7KH(QJDJHPHQW5DWHLVWKHSHUFHQWDJHRIPHVVDJHUHFLSLHQWVZKRDUH(QJDJHG,QVWDJUDP(QJDJHPHQWV WKHQXPEHURIWLPHVXVHUVOLNHGFRPPHQWHGDQGVDYHG\RXUSRVWVDQGUHSOLHGWR\RXUVWRULHV7KLVLQFOXGHVRUJDQLFDFWLYLW\RQO\>@(QJDJHPHQWKLWDUHFRUGKLJKLQ0DUFKZLWKWKHDGGLWLRQDOFRPPVHIIRUWV7KHQXPEHUHYHQHGRXWFORVHUWRWKHDYHUDJHRIa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

IHDWXULQJ
SHRSOHLPDJHVRISURJUHVVDQGHPHUJHQF\DOHUWVSUHSDUHGQHVV

198 of 288
63 Appendix D – Preliminary Map of Banner Locations
199 of 288
64 Appendix E – Content Creation Tips for PCTV
Tips for Creating Power Point Presentations for Council Meetings So it still looks good (and is readable) on Pinole TV
1) All Power Point presentations are due to Dave Snell by 5pm the Monday prior to the meeting.
2) Save the file in the J:\Temp for Transfer\2009 and the meeting date folder and email Dave to alert him that it is there.
3) A full Power Point with detailed instructions is available at J:\Helpful Instructions 4) All Power Point presentations will be cleaned off of the staff desktop after a meeting and for the next meeting all current presentations will be downloaded. 5) Contact Dave with any questions at x.862 or by email at any time.

Font Size & Type
x Font must be no smaller than 24 point ± the larger the better. x Use only Arial, Century Gothic Bold, Impact, Tahoma, or Verdana. x Do not use font shadows and minimize use of italics.

Colors (Background & Font)
x Do not use bright red.
x Avoid bright colors and preferable use dark colors.

Photos & Graphics
x Be sure they are embedded, not linked.
x Make photos & graphics large enough to be seen (at least 2 inches wide/tall). x Change your photograph file size: Import into Photoshop, go to Image, then Image Size. Change the photo image size to 3 inches or less. Save and then place into your Power Point. This decreases the actual memory size of the photo and will keep your presentation from stalling or taking too long to load.

Charts & Graphs
x Use pie charts instead of bar graphs.
x Use thick lines for the outline since small, thin lines pulsate on TV. x Make sure your chart is properly sized and not elongated (due to importing).

Other Points
x /HDYHDWOHDVWó´EODQNVSDFHRQDll sides. Otherwise it will be cropped on TV. x Avoid using the laser pointer since the TV audience cannot see this at home.

Use the mouse to point to an item on your presentation. 200 of 288
65 201 of 288
66 202 of 288
67 203 of 288
68 204 of 288
69 205 of 288
70 206 of 288
71 207 of 288
72 208 of 288
73 209 of 288
74 210 of 288
75 211 of 288
76 212 of 288
77 213 of 288
78 214 of 288
79 215 of 288
80 216 of 288
81 Appendix F – Pinole Postcard

ES FOR PINOLE
a de sus necesidades.
mga pangangailangan.

Community Meetings
Community Survey
LandUsePlanningforPinole.com

MEETING ONE
May 11, 7:00 PM

MEETING TWO
June 9, 7:00 PM
Zoom link to meetings:
https://us06web.zoom.us/j/81837284958
SCAN FOR SURVEY.

AVAILABLE IN ENGLISH,

TAGALOG, CANTONESE

AND SPANISH
217 of 288
82 Appendix G – Crisis Communications Decision Tree
218 of 288
83 Appendix H – Granicus Website Examples and Ballpark Figures :(%6,7( (;$03/(6
%$// 3$5. ),*85(6
%U\DQ.LP
'LJLWDO$FFRXQW0DQDJHU
%U\DQ.LP#*UDQLFXVFRP



&217$&7,1)250$7,21
3LQROH&$
219 of 288
84 3LRQHHU a
,PSOHPHQWDWLRQa0RQWKV
'DQD3RLQW&$ .LQJV&RXQW\&$
&\SUHVV&$ $JRXUD+LOOV&$
220 of 288
85 221 of 288
86 ,QQRYDWRU a
,PSOHPHQWDWLRQa
0RQWKV
*DOW&$ *LOEHUW$=
'LOORQ&2 /LYHUPRUH&$
222 of 288
87 223 of 288
88 7UDLOEOD]HU a
,PSOHPHQWDWLRQ
a0RQWKV
/D4XLQWD&$ /DJXQD%HDFK&$
*RRG\HDU$= :HVW+ROO\ZRRG&$
224 of 288
89 225 of 288
90 2SHQ&LWLHV a
,PSOHPHQWDWLRQa
0RQWKV
&XOYHU&LW\&$ /\QQZRRG:$
'HQYHU&2 .LUNODQG:$
226 of 288
91 227 of 288
92 228 of 288
93 $QQXDO&RVW
9LVLRQ 2SHQ&LWLHV
a a
229 of 288
94 Appendix I – CivicLive (Intrado) Proposal for Website Services

Information to Insight
Intrado Proposal for
Website Services
Prepared for: The City of Pinole, CA
Prepared By: Jason Scheper, Region Director
Intrado Interactive Services Corporation
T: 1-800-920-3897 ext. 1648
E: [email protected]
230 of 288
95 Page | 2

TABLE OF CONTENTS
Table of Contents ........................................................................................................... 2 Cover Letter ................................................................................................................... 3 Executive Summary ....................................................................................................... 4 Company Profile ............................................................................................................ 6 Sample Websites..................................................................................................................................8 CMS and Services Overview .......................................................................................... 13 Tools That Make Content Management Easy for Staff.......................................................................14 Citizen Engagement Solutions............................................................................................................19 Productivity and Transparency Tools................................................................................................ 22 Integration with 3rd Party Software ................................................................................................... 25 A Mobile-Optimized eGovernment Solution..................................................................................... 27 Support and Maintenance ................................................................................................................. 29 Hosting and Security .........................................................................................................................30 Implementation Process .............................................................................................. 36 The SmartWork Project Implementation Methodology....................................................................40 Estimated SmartWork Project Timeline ............................................................................................41 Cost Proposal............................................................................................................... 43 Optional Add-On: Mass Notification Solution .................................................................................. 45 Optional Add-On: Monsido Accessibility Monitoring Service .......................................................... 47 PageCorrect........................................................................................................................................50 Optional Add-On: Citizen Request System ........................................................................................51 231 of 288
96 Page | 3

COVER LETTER
September 30, 2022
Dear Review Committee,
Intrado Interactive Services Corporation is pleased to present our solutions to the City of Pinole, CA.

At Intrado Interactive Services Corporation, our goal with CivicLive solutions has always been to ensure municipalities are able to easily connect with their communities in many languages and on any device. We are focused on delivering innovative technology supported by an award-winning service and support team. Similarly, our commitment to being highly responsive and proactive in supporting our customers has pushed the overall market forward. Highlights of our solution include:
x A highly adaptable and intuitive CMS and website solution to address your new website requirements;
x Customized responsive design of your website;
x Full implementation services, including content migration services, at no additional cost; x Top-notch professional services, including unlimited 24/7/365 support, at no additional cost; and,
x High-availability hosting with unlimited storage so your site is free to grow and expand asneeded.

We share your vision for turning your website into a center of self-service and information with a citizen focus. Our proposal outlines how a partnership with Intrado will help provide an optimized online experience to your citizens. We encourage you to schedule a demo with us to personally see the benefits our comprehensive solution can offer you, from interactive web design on any device to more streamlined content management for your Web Administrators and content authors.

We believe your website will benefit from our powerful, user-friendly content management system and innovative design services ± both of which will help you connect better with your citizens and increase electronic availability of important information. We are thankful for having this opportunity to work with you, and look forward to forthcoming updates in your vendor evaluation process.

Sincerely,
Jason Scheper | Region Director
232 of 288
97 Page | 4

EXECUTIVE SUMMARY
We are the e-government web specialists that you can trust to redesign www.ci.pinole.ca.us so that it serves your community using our powerful web software, and markets your City as a vibrant place to visit, do business, and call home.

We have prepared this document to showcase our industry-leading CivicLive web solution that will meet yRXUSURMHFW¶VLPPHGLDWHJRDOVDQGSURYLGHORQJ-term value. Learn more about this winning combination in the following sections of this executive summary.

CREATIVE, TECHNICAL AND PROFESSIONAL SERVICES
CivicLive solutions are offered by a team of skilled creative and technical professionals who use a SURYHQ3URMHFW,PSOHPHQWDWLRQ0HWKRGRORJ\FDOOHG6PDUW:RUNWRPHHW\RXUSURMHFW¶VJRDOV Highlights of our Professional Services include:

Professional Project Management
Working wiWKXVPHDQVEHQHILWWLQJIURPDGHGLFDWHG3URMHFW0DQDJHUZKRLVQ¶WMXVW\RXU friendly point-of-contact, but also an experienced software technical professional that leads our team and your team through our proven SmartWork Project Implementation Methodology.

Web Design Services with a 100% Satisfaction Guarantee
$ZHEVLWH¶VGHVLJQPDWWHUV7KDW¶VZK\RXU'HVLJQLQJSKDVHLVFRPSOHWHO\ iterative and allows your team to give actionable feedback every step of the way. In fact, we value good web design so much that we offer a 100% Satisfaction Guarantee with many of our design deliverables, along with free design refresh services every 4 years to keep your website current. This means your website will look and feel exactly the way you want it to!
Mobile-Optimization with Responsive Design and Smartphone App Our proposed solution includes Responsive Design ± a versatile mobile-optimization solution that is device and platform-agnostic ± as well as an optional Smartphone App, giving your end-users seamless access to information and services on-the-go to and enhancing their satisfaction.

Training Sessions
:H¶YHLQFOXGHG7UDLQLQJSessions to get your users confident and ready to use the CivicLive CMS to its fullest potential. Our training services also include offering your staff with a wealth of learning resources such as user manuals and videos for the platform, project-specific support documentation, and the choice to provide more training webinars, if desired. 233 of 288
98 Page | 5

LEADING EDGE E-GOVERNMENT SOFTWARE
The backbone of our CivicLive solution is our powerful, easy-to-use website Content Management 6\VWHP
&06
:H¶YHEXLOWRXU&06IURPWhe ground up to include an unbeatable range of tools and functionality specifically-designed for government application, such as:

Intuitive Content Management Tools
CivicLive makes routine content management a breeze with In-Context, WYSIWYG, and Drag-and-Drop editing tools that can empower even the least-technical staff to become engaged content editors who help maintain your eGovernment website.

Citizen Engagement Solutions
Your citizens will be able to get more information, request more services from your departments, and participate in a digital community thanks to our everexpanding range of citizen engagement modules.

Government Productivity and Transparency Modules
Dozens of modules and resources such as online forms, reporting tools, and a Customizable Workflow Engine and more will turn your staff into an efficient team that uses the Internet as a tool that simplifies their jobs.

SOFTWARE-AS-A-SERVICE LONG-TERM SUPPORT
A partnership with Intrado goes beyond the redesign of your website. We offer all our clients a lasting alliance that includes 24/7/365 Customer Support Services, Website Hosting Services, Software Maintenance and Upgrades, and an unlimited-user Software License.

Our long-term partnerships are designed to reduce your over-worked IT department and save you money E\EXQGOLQJFUXFLDOVHUYLFHVLQWRRQHORZDQQXDOIHH%HVWRIDOOZHGRQ¶WFKDUJHIRURXU support or hosting services in the first contract year!

CONCLUSION
We hope that this proposal shows the capabilities of CivicLive solutions and our commitment to excellence which will ensure the best outcome for your project. If you have any questions about what ZH¶UHRIIHULQJRUZRXOGOLNHXVWRSUHVHQWRXUVROXWLRQWR\RXUWHDPLQPRUHGHWDLOSOHDVHGRQRW hesitate to contact me.

Jason Scheper | Region Director
234 of 288
99 Page | 6
Phone: 1-888-527-5225 ext. 1648 | Email: [email protected]

COMPANY PROFILE
CivicLive, offered by Intrado Corporation, is the trusted platform for government communication and engagement solutions. From smart websites to notifications, custom mobile and citizen request management, CivicLive solutions are designed to encourage community engagement and give government agencies and their constituents a unified place for communication.

From our start with websites in 2001, the proposed solution has expanded to become the recognized and respected choice for web-based solutions for North American towns, cities, counties, regional municipalities, agencies, and state/provincial governments. Backed by 24/7/365 support every day of the year, and robust, secure technology, ,QWUDGR¶VZHE solutions are regularly credited for helping public agencies better serve, connect, and engage with their stakeholders.

Intrado, formerly West, is an innovative, cloud-based, global technology partner to clients around the world. Our solutions connect people and organizations at the right time and in the right ways, making those mission-critical connections more relevant, engaging, and actionable - turning Information to Insight. Intrado has sales and/or operations in the United States, Canada, Europe, the Middle East, Asia Pacific, Latin America and South America. Intrado is controlled by affiliates of certain funds managed by Apollo Global Management, LLC (NYSE: APO).

BENEFITS OF PARTNERING WITH INTRADO
Public institutions trust our CivicLive solutions to serve and engage with their communities. For each project we undertake, our team brings more than 18 years of experience working with governments. In RWKHUZRUGVZH¶YHSHUIHFWHGRXUWRROVDQGWHFKQLTXHVWRPDNH\RXUSURMHFWDVXFFHVV x We understand municipalities and help create an easy and efficient experiences for citizens like yours.
x We help governments make the best of their investment by providing leading-edge creative web design services.
x We set your website free by offering no limits on hosting services and site depth, unlimited website hierarchies, and easy 3rd party integration.

Our Mission:

Provide municipalities with the enterprise-grade web software solutions they need to succeed in an era where citizens are seeking more government services and information on the internet 235 of 288
100

Page | 7
x We stay budget-friendly with flexible Software-as-a-Service (SaaS) solutions and streamlined project-management capabilities that save you money. 236 of 288
101

Page | 8
Sample Websites
More than 100 local governments rely on CivicLive for their website/CMS services. Our solution is built to meet the needs of each client, while guaranteeing intuitive design, seamless integration, innovative technologies, and affordability. Breathtaking visual design comes standard.

We have included some examples below; additional sites can be provided upon request:
x The City of Arlington, TX: www.ArlingtonTX.gov
Population: 395,000
Client Since 2018
x The City of Glendale, AZ: www.GlendaleAZ.com
Population: 240,000
Client Since 2018
x The City of Cape Girardeau, MO: www.CityofCapeGirardeau.org Population: 39,800
Client Since 2015
x The City of College Station, TX: www.csTX.gov
Population: 122,000
Client Since 2017
x The City of Shawnee, KS: www.CityofShawnee.org
Population: 62,000
Client Since 2017
x Lane County, OR: www.LaneCounty.org
Population: 350,000
Client Since 2015
x Washington Township, OH: www.WashingtonTWP.org
Population: 60,000
Client Since 2017
237 of 288
102

Page | 9
The City of Arlington, TX
ArlingtonTX.gov
Population: 395,000
Client Since 2018
The City of Glendale, AZ
GlendaleAZ.com
Population: 240,000
Client Since 2018
238 of 288
103

Page | 10
The City of Cape Girardeau, MO
CityofCapeGirardeau.org
Population: 39,800
Client Since 2015
The City of College Station, TX
csTX.gov
Population: 122,000
Client Since 2017
239 of 288
104

Page | 11
The City of Shawnee, KS
CityofShawnee.org
Population: 62,000
Client Since 2017
Lane County, OR
LaneCounty.org
Population: 350,000
Client Since 2015
240 of 288
105

Page | 12
The Township of Washington, OH
WashingtonTwp.org
Population: 60,000
Client Since 2017
The City of Vallejo, CA
cityofvallejo.net
Population: 115,000
Client Since 2015
241 of 288
106

Page | 13

CMS AND SERVICES OVERVIEW
CivicLive solutions are GHVLJQHGWRRYHUFRPH\RXUFXUUHQWZHEVLWH¶VZRHVDQGDGGUHVV\RXU needs with a host of resources and functionality.

This innovative solution offers dozens of modules and tools tailored to address staff and key end user JURXSV¶UHTXLUHPHQWV. Through our robust website content management system (CMS), wH¶UHRIIHULQJ the necessary framework for making your website accessible on mobile devices with a range of proven mobile-optimization methods, and proposing a compelling, cost-effective partnership focused on supporting your website over the long-term.

PROFESSIONAL

SERVICES

CONTENT

MANAGEMENT
SYSTEM

RESPONSIVE
DESIGN

LONG-TERM

SUPPORT

SOFTWARE

INTEGRATION
:H¶YHFUHDWHGWKHULJKWVROXWLRQIRUPHHWLQJ\RXUSURMHFW¶VLPPHGLDWHJRDOVDQG offering a roadmap for hassle-free website maintenance over the long-term. 242 of 288
107

Page | 14
Tools That Make Content Management Easy for Staff
CivicLive is designed to put the power of managing government websites into the hands of nontechnical staff. 7KHSODWIRUP¶VEURZVHU-based tools enable easy content authoring and management, allowing your staff to create webpages with defined templates, author content with familiar editing tools, and post content within a structured review and approval process created by your Website Administrators. We can illustrate how these tools will work for you during a demo presentation. Your team can enjoy &LYLF/LYH¶VFRQWHQWPDQDJHPHQWH[SHULHQFHZLWKWKHVHJUHDWWRROV

Some tools that make content management easy:

Drag-and-Drop Page
Editing
Image Editor with
Automatic Resizing
In-Context Editing
Rotating Banner Module
Photo Galleries Module
Advanced WYSIWYG
Editor
All standard formatting
options including indent
and justification control
Cut/Copy/Paste
Edit in HTML Mode
Font Manager
Format Stripper
Hyperlink Control
Image Manager
Insert Symbol
Online Support Resources
Human Readable URLs
Content Scheduling
Paste from Word with
Formatting and Fonts
Paste HTML
Paste Plain Text
Content Preview
Spellcheck
Undo/Redo
Style and CSS Manager
Table Maker
Site-wide File Manager
Page-level Document
Container
One-Click Social Media
Sharing with Twitter
Media Manager
Video Embedding Tools
Page Checkout
Page Checkout
Administrator Override
Page Link
Paragraph Control
Paste from Word with
Format Cleaning
Broken Link Checker
Quick Links
Template-Based Layout
243 of 288
108

Page | 15
Drag-and-Drop Page Designer
Place any of the many widgets simply by dragging the widget you want from WKHVROXWLRQ¶VGUDJ-and-drop interface on to the section of the page where you want that content or tool to appear. This easy-to-use element places advanced page editing right into the hands of even the most non-technical user!
In-Context Page Editing
CivicLive offers an In-Context Editing tool. With this feature, authors can edit the content for a webpage right from the page itself. There is no need to go to a backend system; you can simply use WYSIWYG (What You See Is What You Get) editing tools to start editing your text right where it appears on the page. All updates are done in real time, with no publishing previews needed - MXVWFOLFNµ3XEOLVK¶ZKHQ\RX¶UHVDWLVILHGDQGa publishing approval process begins, or the webpage updates simply go live.

WYSIWYG + HTML Content Editor
A WYSIWYG editor powers content creation and editing. This editor provides many tools including word processor-style formatting, spell checking, and multimedia management, making it simple to create and XSGDWHDSDJH¶VFRQWHQW HTML view is also supported from within the content editor, allowing users with HTML knowledge to edit in a code-based view.

On-Page Social Media Publishing
:H¶YHPDGHLWVLPSOHWRXQLI\\RXUZHESDJH¶VFRQWHQWupdating processes with your active social PHGLDXSGDWLQJSURFHVVHVWKURXJKWKHV\VWHP¶VOnPage Social Media Publishing tool. This feature allows your Content Managers to save time by automatically posting updates to your Twitter account as you update your website, ensuring Twitter subscribers and followers can discover that fresh content faster than ever before.

Image and Media Managers
Since a webpage is more than just text, CivicLive also provides built-in, easy to use Image and Media Managers for simple multimedia content uploads and website editing. Simply load your files and resources to these site-wide file folders, making them available to all content editors across your site. 244 of 288
109

Page | 16
Webpage Layout and CSS Editors
:H¶UHRIIHULQJFUHDWLYHGHVLJQVHUYLFHVWKDWZLOOJHW\RXUQHZZHEVLWH loRNLQJDQGIHHOLQJWKDWZD\\RXZDQWLWWREXWZH¶UHDOVRJLYLQJ you the power to FRQWUROWKHVHHOHPHQWVDVZHOO&LYLF/LYH¶V/D\RXW0DQDJHUDQG Themes, Templates and CSS management tools allow Site Administrators to control the look-and-feel of a webpage and maintain consistency while also providing the flexiblity for subpage and department page layouts to be unique.

Checkout and Lock Pages
&LYLF/LYH¶VPage Checkout and Page Lock tools ensure that when multiple staff need to modify a webpage QRRQHRYHUZULWHVDQRWKHU¶VZRUNRU accidentally removes important new information. Administrators can also override the lock, just in case someone forgets to unlock a page before completing their tasks.

Customize Content Publishing Approval Processes
Maintaining high-quality and consistent published web content is essential.

CivicLive features a Content Approval manager. Publishing approval processes support any number of checks, revisions, and multiple levels of sign-off to be custom-designed by your Administrators. They ensure that the correct user always approves content before it gets published and is visible to your whole community. This tool also supports email notifications for all approvals to ensure that the process is handled promptly, no matter how complex it may be.

Content Scheduling
CivicLive also offers a Content Scheduling tool that make advanced planning easy. This tool allows you to create content well in advance to when you want it to appear on your website. Further, it empowers your team to release information on a given date, remove a webpage from the public view on a given date, auto-archive a page, and send stale-content reminders to track which pages need to be updated. The Content Scheduling tool works in FRQMXQFWLRQZLWKWKHV\VWHP¶V$XWRPDWLFArchiving and Page Hiding functionality, which streamlines archiving processes and makes it easy to keep information stored on webpages for as long as you need. 245 of 288
110

Page | 17
News Content Engine
The News Engine is a powerful tool that allows you to publish news or announcements in one central location and have new summary feeds summarize and feed news content to appear in multiple locations within your website.

Version Control Management
&LYLF/LYH¶VVersion Control tool enables side-by-side comparison of every version of content history. With this tool, Authors and Administrators can easily check the content history and see what has changed. With automatic rollback support to any historical version, switching back to any earlier version is simple.

Document Tracking and Permissions Management
Permissions and version histories for all documents and media stored in the system¶V'RFXPHQWContainer can be tracked and managed by Administrators, allowing them to set exactly who can access which documents and media, and allows authorized users to view the history of when those resources have been changed since being uploaded to your website.

Audit Trails
To help meet security and reporting requirements, CivicLive solutions offers Audit Trails for most system activity. Administrators can use this tool to track access and modified web content.
246 of 288
111

Page | 18
Permissions Management
CivicLive offers the security and access control that a government website needs. Powerful User Permissions allow your Administrators to control who can view, create, edit, or delete site content. This feature can be controlled at the individual or group level and provides highly granular control to allow you to customize and tailor your approach to meet your unique needs.

Quick Links Editor
Quick Links are a versatile navigation tool that can be deployed on homepages and subpages while also enhancing the look and feel of a website. CivicLive allows Content Managers to design, create, edit, or remove quick links through a widget that can be added to webpages. 247 of 288
112

Page | 19
Citizen Engagement Solutions
Effective government websites go beyond delivering information: they create a gateway for citizens to get access to the resources and services they need and want.

People are becoming used to easy self-service options for everything from shopping for clothes to buying cars ± and the proliferation of services and technology that has evolved from this phenomenon is a proof that it works. So, it only makes sense for your government to provide this level of convenience in your ciWL]HQV¶OLYHV
Examples of our Citizen Engagement Modules:

News Engine
Unlimited Blogs
Video Upload and Embed
Support
Calendars with Year,
Month, Week, Day views,
Full Filtering, and RSS
Public/Private Discussion
Forums
Searchable Staff
Directories
Site-wide Search
Customizable Forms
Polls and Surveys
RSS-Subscription Support
Emergency Homepage
Banner
Searchable Directories
248 of 288
113

Page | 20
Polls and Surveys
Polls and Survey tools let you gather feedback and community reactions on any specific topic where granular, individual citizen data is desired. Our Poll tool includes real-time results and all data captured by either our Poll or Survey tools can easily be exported in CSV format so your Administrators can analyze engagement.

Private, Moderated, and/or Public Discussion Forums
6WDUWWKHFRQYHUVDWLRQZLWK&LYLF/LYH¶V)RUXPVPRGXOHV± the perfect place for private (or public) online discussions, conversations, and debates on specific topics.

Filterable Calendars
&LYLF/LYH¶V&DOHQGDUPRGXOH supports multiple integrated calendars, allowing you to separate calendars by topic and merge calendars for stakeholder convenience. For example, a mayoral aide could post an event to every calendar in the system, while a meeting might be posted only to a specific calendar. The calendar exports iCal files to Outlook to maintain consistency and supports RSS subscription, allowing users to subscribe to the events that matter most.

Blogs
0DNH\RXUJRYHUQPHQW¶VRQOLQHFRQQHFWLRQWR\RXUFLWL]HQVPRUHSHUVRQDO E\XVLQJWKHV\VWHP¶V%ORJJLQJPRGXOH:LWKWKLVPRGXOHyour representatives can create a web blog that they can easily update and use moderated or open commenting from other users, to control the comments before they are posted.

Staff Directory And Profile Pages
The searchable Staff Directory tool offers searchable online listings with customizable contact information and optional profile pages for each staff member. These directories make it simple for citizens (and other staff) to find the right contact person in the shortest amount of time. 249 of 288
114

Page | 21
Event Management And Event Registration
Our Event Registration tool enables your users to quickly find and register for upcoming events published to the CivicLive calendar.

Event coordinators and Administrators can easily set up events and limit the number of attendees, view reports on event participation, create waiting lists, and make event-specific forms.

Website Search Tool
CivicLive offers full built-in search capabilities with a unified Search Tool.

The Search module provides ranking and results control, and full Google Integration, if desired.

Video Support
Easily upload and manage your video files, converting your website into a one-stop-shop for videos, audio files, and key resources. Easily embed media videos (such as content from YouTube and Vimeo) directly within \RXUZHEVLWH0RUHRYHUZLWK&LYLF/LYH¶V9LGHR6WUHDPLQJ,QWHJUDWLRQ framework, we can easily integrate with your existing 3rd party video streaming engine, converting your website into a primary place to live stream videos of council meetings, announcements, events, and more. 250 of 288
115

Page | 22
Productivity and Transparency Tools
One of the greatest benefits of FKRRVLQJWKH&LYLF/LYHLVWKDWLWGRHVQ¶WMXVWRIIHULQQRYDWLYHZD\VWR engage citizens and make website content management easy for your staff, it also offers innovative ways for your staff to improve how their primary roles in your government work as well.

Our Productivity, Transparency, and Accessibility Management Tools include:

Advanced Drag-and-Drop
Workflow Manager
Meeting Minutes and
Agenda Manager
Structured Content
Publishing Approvals
Granular User Permissions
Group-based Permissions
Activity Logs
Reporting Tools
Integrated Google Analytics
Dynamic XML Sitemap
Scheduled and Automatic
Archiving
µ,:DQW7R«¶1DYLJDWLRQ
Mega-Drop-Down Menu
Navigation
Automatic Breadcrumb
Navigation
Text-Only Page Creation
Printer-Friendly Pages
SSL Support
251 of 288
116

Page | 23
Meeting Minutes And Agendas
Nothing makes fostering transparency easier than offering community members immediate access to critical government documents and records.

Since most governments uphold transparency by thoroughly documenting council meetings, we have created a Meeting Minutes and Agendas module within CivicLive, specifically designed for sharing meetings-related content such as agendas, meeting minutes, and audio/videos recordings.

Advanced Drag-and-Drop Workflow Engine
Making sure your solution works smoothly needs a governance structure that makes effective use of your department staff, department managers, and higher-level Administrators.

To enable effective web governance structures for important website-related tasks, we offer an intuitive drag-and-drop Workflow Engine that allows your staff to easily map out custom processes and staff duties related to everything you need your website to do, such as:
x Manage content
development approval
before content gets published
anywhere on the website
x Review and edit press
releases and news stories
before they are published
x Make sure citizen requests,
reports and applications
are routed to the right staff
and managed effectively
252 of 288
117

Page | 24
Bid Posting
Manage publicly-tendered RFPs, RFIs, and RFQs using our built-in Bid Posting Module. Any number of RFXs and their related documents can be uploaded by your staff and made openly available for download or restricted to specific users. Citizens and potential vendors can also subscribe to this PRGXOH¶VILOWHUVDQGEHQRWLILHGZKHQELGVPHHWLQJWKHLUVSHFLILFSDUDPHWHUV are released to public tender, further simplifying your bid management process.

Job Postings
Instead of relying on third party applications that create barriers to filling the jobs you have available, simply post those jobs through &LYLF/LYH¶V Job Posting module.

Intranet And Private Staff Collaboration Groups
Depending on your needs, some form of private web space for interdepartmental collaboration and resource sharing will need to be created.

For smaller endeavors or specific projects, sections of the site can be configured to be private and restricted so that only certain staff users can DFFHVVWKDWJURXS¶VFRQWHQWand resources.

For larger endeavors, an entire Intranet site can be built, for an added fee.

This separate website will be created complete with customized access and content management permissions restrictions.

All CivicLive modules, such as Calendars, Document Containers, Blogs, and Surveys/Polls, can also be used on Intranets as well.

Archiving and Records Retention
As part of our commitment to fostering government transparency and information accessibility, CivicLive solutions are designed to support virtually unlimited digital archives.

Accessing these archives is never inhibited; content versions and older documents can be retrieved and made accessible online again based on your needs.
253 of 288
118

Page | 25
Integration with 3rd Party Software
At Intrado, we want your website to offer a limitless range of functionality. In order to help your website reach its fullest potential, CivicLive includes a robust set of integration services.

Some examples of how CivicLive solutions integrate with 3rd party software and applications:

Google Search Integration
Google Translate
Integration
Social Media Feed
Embeds
Social Media Sharing [like,
tweet, +1, etc.]
Direct File and Image
Uploads from Various
Cloud Services
ArcGIS Integration
Google Analytics Support
YouTube and Vimeo Embedding
RSS Feeds
Active Directory
(AD)/ADFS/LDAP/SAML/Google
Single Sign-On (SSO)
Google Analytics
Google Analytics can be integrated into your CivicLive website, at no additional cost, to provide staff with the ability to track and analyze your web traffic. This integration will provide reporting capabilities such as page hits, user statistics, and best performing pages.

Single Sign-On Support
Identity providers allow for managing user authentication across multiple 3rd party products. This means that users will only have to log in once to have access to multiple applications. CivicLive supports the latest SAML Single Sign-On (SSO) standards that provide easy integration to identity providers such as Active Directory. Moreover, the solution is compatible with LDAP and Google Single Sign-On Services, further simplifying credential management.
254 of 288
119

Page | 26
Social Media Feed Integration
Your CITY already offers time-sensitive updates to followers on social media communities such as Twitter and Facebook ± so why not share these content updates on your website with prominently-integrated social media feeds on your homepage?
Visualize Critical Data with GIS Tools
Integration with multiple GIS systems, such as Google Maps and ArcGIS, to provide diverse data mapping. Real estate, business registries, zoning, and many more services can be mapped, viewed, and tracked. Additionally, the mapping systems can integrate with other modules to allow you to track and map requests, complaints, and more.
255 of 288
120

Page | 27
A Mobile-Optimized eGovernment Solution
With over half of website traffic now coming from mobile devices, the message to governments is clear: your citizens want information accessible on the go. 7KDW¶VZK\each CivicLive powered website comes with responsive design and an optional custom mobile app. We want you to be able to optimize service delivery and drive citizen engagement by offering web-based services where your stakeholders will use them the most: on their mobile phones, tablets, and other portable devices.
&LYLF/LYH¶VSURYHQPRELOH-optimization solutions are:

Whether navigating through full webpages optimized for an end-XVHU¶VVSHFLILFGHYLFHRUTXLFNO\ navigating between specialized application sections, your end-users will get the information, resources, and access to municipal services that they ZDQWRQZKLFKHYHUGHYLFHWKH\¶UHXVLQJDWWKDW time.

RESPONSIVE

WEB DESIGN
CUSTOM

ANDROID &
iOS

SMARTPHONE
APPS
256 of 288
121

Page | 28

RESPONSIVE DESIGN
Responsive Design supports a consistent look and feel for your website across all platforms, keeping navigation familiar to end-users. Furthermore, services and functionality can easily be accessed from mobile browsers, without the need to switch between multiple mobile apps that you may have developed in the past. With CivicLive, the web services your citizens need are all there, just like with their desktop experience.

Responsive design is included with every CivicLive
website implementation and is the simplest, most effective means for making your website function optimally on any
screen size and any platform. Depending on your project requirements, responsive design may be the only form of mobile-optimization your website needs.

CIVICLIVE SMARTPHONE APP
Smartphone technology is notable for its emphasis on specially-designed applications that create intuitive interfaces for performing thousands of different tasks with varying degrees of complexity on one touch-enabled mobile device. Hundreds of government apps have been developed for use with municipal governments, often focusing on one small task or feature. However, are these apps right for you? How well do they integrate with your web technology and web governance plans? ,QWUDGR¶VDSSURDFKWRWKHAndroid and iOS smartphone app is simple: it offers quick, easy access to the CivicLive government services we offer on your website via an intuitive app interface designed to match your newly designed website.

This takes the onus off your technology and web administration staff to maintain multiple systems and platforms, each with varying update frequencies, allowing for a more efficient, consistent, and accurate internal content and information management.

With our smartphone app as part of your CivicLive solution, your end-users can enjoy seamless integration and access to consistent information and data on all their devices, empowering them to get the best experience from your government in terms of service and citizen engagement. 257 of 288
122

Page | 29
Support and Maintenance
We are proposing a Software-as-a-Service (SaaS) solution to meet your needs. With a SaaS solution, you will enjoy:
x Unlimited, 24/7/365 access to the friendly CivicLive Customer Support team
x Unlimited and unrestricted access for all your staff to our Customer Support team, at no additional cost
x Hassle-free software maintenance and updates
x Reliable hosting in our Tier III data center, backed by a 99.9% uptime guarantee

CUSTOMER SUPPORT SERVICES
,QWUDGR¶V award-winning Customer Support Services includes:
x Unlimited Toll-Free Support, 24/7/365
x Unlimited Email Support
x Unlimited Live Chat Support
x Unlimited Access to Our Customer Resource Portal ± including manuals, tips and tricks, and guides

UNLIMITED-USER SOFTWARE LICENSE
:HGRQ¶WZDQWWROLPLW\RXUZHEVLWHPDQDJHPHQWH[SHULHQFHE\UHVWULFWLQJWKHQXPEHURIVWDIIZKR FDQDVVXPHZHEPDQDJHPHQWUROHV7KDW¶VZK\&LYLF/LYHVROXWLRQVLQFOXGHDQXQOLPLWHG-user software license. In other words, any member of your staff can contribute to your new communication strategy!

SOFTWARE MAINTENANCE AND UPGRADES
We invest considerable resources into the long-term maintenance and development of our CivicLive solutions. We give every client access to our software maintenance and upgrade services ensuring that you are always using the latest and best version of our software.

DEDICATED ACCOUNT MANAGEMENT
Once implementation is complete and your site has gone live, you will be introduced to your dedicated Account Manager, who will take on the role of caring for you as a member of the CivicLive family. Our Account Management philosophy is based on friendliness, courtesy, and quick service. Serving as your primary point of contact, your Account Manager ensures long-term success by traFNLQJ\RXUZHEVLWH¶V goals, sharing industry best practices, and keeping you informed of new CivicLive product enhancements that you may benefit from.
258 of 288
123

Page | 30
Hosting and Security
We are proposing a fully-hosted Software-as-a-Service model to meet your needs. Our solution is carefully engineered to meet or exceed industry best practices, and collocated within a Tier III data center subject to annual ISO 27001 audits. In addition, at Intrado, our approach to information security, as well as our policies and procedures, are heavily governed by the information security framework outlined in ISO 27002. In short, our hosting facilities provide world-class enterprise hosting infrastructure with data protection and security as a standard part of our service offering.

WEBSITE SERVICE SECURITY FEATURES:

Secure Facilities Hosted
Model
All components of the application reside in Tier III (SSAE 16 data centers) subject to annual SOC I, Type II and SOC II, Type II audits. Rigorous physical and biometric security systems protect these facilities. All sites are engineered to survive natural disasters. Plus, redundant network, power, HVAC, and fire detection/suppression systems ensure the highest levels of system availability.

Moreover, our facilities are redundantly connected via multiple different major network providers. Each of these carriers provides +10 Gbps of connectivity to our facility. All our providers have extensive transit relationships around the world, thus providing the lowest latencies possible for your websites to deliver the best possible online experience. With this
configuration, we can provide maximum bandwidth and transfer capacity, ensuring that your websites are fast-loading, available, and stable.

We also provide total maintenance of the hosted solution, with regularly scheduled performance checks, health checks, 24/7 monitoring, security audits and backup management to ensure your site is always secure.

Intrado Hosted Servers
Each customer has their own siloed environment. Our servers provide storage sufficient to give you the ability to create and maintain unlimited pages, and upload and store your websites and your documents without having to worry about constantly managing space requirements.
259 of 288
124

Page | 31
Data Protection & Backup
Our Managed Backup Service provides our clients with backup to prevent loss of data due to accident, hardware failure, or environmental disaster.

Redundancy Redundancy is managed at power, firewall, network connectivity, server configuration, web server, and database server levels.

Network Connectivity
Our facilities are redundantly connected via many different network providers. Each of these carriers provides +10 Gbps connectivity to our facility. All of our providers have extensive transit relationships around the world, thus providing the lowest latencies possible.

Content Distribution
Network
To ensure maximum availability and high performance, we rely on a Content Distribution Network (CDN) that utilizes servers deployed in 22 data centers across the United States.

Firewalls
Our firewalls are designed to restrict the type of traffic and originating IP addresses that can access the servers. This service is based on our shared firewall infrastructure.

Power
We provide redundancy in five distinct levels of the overall hosting configuration. These include redundancy at the incoming power supply, uninterruptible power supply, standby power generators, rack power, web server and database server levels.

Encryption All client to server communications are encrypted. And, all data is encrypted at rest.

Application Security
The system is built entirely on the Microsoft frame, where numerous security measures have been instituted at the
application level to maximize security. Here are some examples:
x Authentication, Session Management,
Security Configuration & Component
Vulnerabilities: Intrado ensures all our
security libraries in the application are as up-todate as possible, while our team proactively monitors any security threats to our
ƒ’’Ž‹
ƒ–‹‘ǯ•
‘”‡technologies to take
immediate corrective action.
x Cross-site Scripting (XSS) & Cross-site
Request Forgery: The application utilizes anti260 of 288 125

Page | 32
XSS libraries provided by Microsoft to prevent
attacks that can allow a malicious agent to take
over control of the us‡”ǯ•„”‘™•‡”Ǥ
x Insecure Direct Object References: The
platform has a strong and rich hierarchical
’‡”‹••‹‘••›•–‡Ǥ
–˜ƒŽ‹†ƒ–‡•ƒ—•‡”ǯ•
credentials on the server side before performing
any CRUD (Create, Read, Update, and Delete)
operations. In doing so, any URL manipulation is
also verified at the server end before any
response is transmitted back.
x Injection Attacks: Injection attacks can be used
by malicious agents to corrupt a database.

Intrado uses sophisticated tools such as Rapid 7,
Nessus, and others to identify such
vulnerabilities and eliminate them from our
application.
x Data Sensitivity: All sensitive information is
cryptographically encrypted in the application.
x Function-level Access Control: Intradoǯ•ƒ
–‹˜‡
security monitoring uses its strong permissions
management system. It ensures all functionlevel access is validated before execution. x Unvalidated Redirects and Forwards: The
platform protects against unvalidated redirects
and forwards by sanitizing any incoming
redirect variables and maintaining a whitelist of
trusted URLs.
x Distributed Denial of Service (DDoS): To
safeguard and mitigate attacks of this nature,
Intrado relies on real-time, in-line DDoS
protection through the latest mitigation
appliances. This system can detect sophisticated
Layer 3 through 7 attacks in addition to various
types of DDoS attacks. The solution develops a
traffic signature (created by monitoring regular
261 of 288
126

Page | 33
traffic patterns) and then applies real-time
heuristics (rules that sniff out harmful data
packets) to protect against DDoS attacks.
x Our Mitigation Service is a carrier agnostic solution that pulls customer traffic through route redirection onto our global mitigation network scrubbing centres for cleansing.

Highlights include, but are not limited to:
o Nine regional scrubbing centers with

4.5 Tbps of attack ingestion capacity
o Volumetric and application layer attack
mitigation
o Mitigates against known forms of layer
3 ± 7 attacks
o Advanced behavioral analytics
technology
o FiveǦminute Time to Mitigate for most
known forms of attack after traffic is
onǦramped through scrubbing centers
o Full range of proactive and reactive
mitigation including traffic base lining
Furthermore, monthly scans are performed against all top OWASP security risks. Examples of such scans include Rapid 7, Metasploit Pro, and Nessus scans.
262 of 288
127

Page | 34

MONITORING SERVICES
Our team employs a wide range of 24/7/365 performance monitoring tools to ensure the integrity and availability of our services. Below is an overview of several of the primary tools, divided by category.

External Application Monitoring
Website and Performance
Monitoring
3URYLGHVDGYDQFHGUHPRWHPRQLWRULQJRIWKHV\VWHP¶VPLVVLRQcritical business operations, reducing the risk of failed internet transactions and service interruption.

Performance Analyzer
Monitors and alerts the CivicLive team on response times, latency, and performance. It also provides HTTP/HTTPS,
PING, SMTP, SNMP, and TCP port tests.

Network Monitors
Used to observe the overall health and well-being of the web DQGDSSOLFDWLRQVHUYHUV¶LQSXW-output. Triggering alerts and notifications when thresholds are reached, these tool focuses on server components, disk space availability, memory, ports, and traffic over network connections.

Database Performance
Monitors and alerts the CivicLive WHDPRQWKH64/6HUYHUV¶ overall performance, with an emphasis on latency, wait-time trends, CPU, packet activity, and memory.

Website Monitoring
Intrado¶VSURSULHWDU\ZHEVLWHPRQLWRULQJWRROVLPXOWDQHRXVO\ tracks the performance and availability of all client websites down to the minute through a global monitoring network. They provide full-page downloads summarizing activity, with realtime website alerts generated if web page errors or website performance problems occur.

Storage Monitoring
2YHUDQGDERYHWKHQHWZRUNPRQLWRULQJWKHSODWIRUP¶VVWRUDJH monitoring tools examine hardware failures, path failures, and storage issues at the individual and component level.
263 of 288
128

Page | 35
System Availability and Firewall Monitoring
Firewall / Routers
Redundant stateful firewalls are installed between all client data and external connections.

Provides security safeguards and traffic monitoring capabilities relating to Gateway AV, Anti-Spyware, intrusion prevention, App Control, Botnet filtering, and App visualization.

System Availability
Dashboard
Intrado¶V'DWD&HQWHUPDQDJHPHQWWHDPNHHSVDYDLODELOLW\ records by recording all service affecting events.
264 of 288
129

Page | 36

IMPLEMENTATION PROCESS
The CivicLive team uses a proven 8-phase project implementation methodology called SmartWork to take your project from conceptualization planning to a complete implementation that ends with a live website.
6PDUW:RUN¶V phases are each designed to address specific project milestones. Via our Project Manager, your Project team interacts with a number of our technical specialists throughout the SmartWork implementation.

Learn more about our highly-qualified team, implementation process, key project milestones, and the many project deliverables in the following section.

THE CIVICLIVE DELIVERY TEAM
Your CivicLive team is a talented group of professionals that perform all the tasks needed to take your project from conception to completion. These tasks include project management, website design and implementation, CMS configuration, training, and quality assurance.

The CivicLive Delivery Team
Tom Quinlivan, Project Management Lead
Tom is an experienced Project Manager, known for his detail-oriented approach, thorough knowledge, and ability to focus on the needs of the customer to deliver high calibre projects. Since joining the CivicLive team in 2017, Tom has successfully overseen implementation and project management services for countless CivicLive clients. Bringing more than 20 years of operations and customer engagement expertise, he leads our talented Implementation team and will oversee pairing you with the right Project Manager for your project.

Tom will be the initial point of contact between your Project team and the CivicLive Project team as we begin the project ± and will continue to work behind the scenes with your Project Manager WRHQVXUH\RXUSURMHFW¶VVXFFHVV
Years of Experience:
27 Years
265 of 288
130

Page | 36

IMPLEMENTATION PROCESS
The CivicLive team uses a proven 8-phase project implementation methodology called SmartWork to take your project from conceptualization planning to a complete implementation that ends with a live website.
6PDUW:RUN¶V phases are each designed to address specific project milestones. Via our Project Manager, your Project team interacts with a number of our technical specialists throughout the SmartWork implementation.

Learn more about our highly-qualified team, implementation process, key project milestones, and the many project deliverables in the following section.

THE CIVICLIVE DELIVERY TEAM
Your CivicLive team is a talented group of professionals that perform all the tasks needed to take your project from conception to completion. These tasks include project management, website design and implementation, CMS configuration, training, and quality assurance.

The CivicLive Delivery Team
Tom Quinlivan, Project Management Lead
Tom is an experienced Project Manager, known for his detail-oriented approach, thorough knowledge, and ability to focus on the needs of the customer to deliver high calibre projects. Since joining the CivicLive team in 2017, Tom has successfully overseen implementation and project management services for countless CivicLive clients. Bringing more than 20 years of operations and customer engagement expertise, he leads our talented Implementation team and will oversee pairing you with the right Project Manager for your project.

Tom will be the initial point of contact between your Project team and the CivicLive Project team as we begin the project ± and will continue to work behind the scenes with your Project Manager WRHQVXUH\RXUSURMHFW¶VVXFFHVV
Years of Experience:
27 Years
266 of 288
131

Page | 38
Rachel Bryson, Manager of Customer Support
Rachel brings more than 10 years of customer support experience, over 2 years of which have been spent supporting Intrado solutions. She is vital to our customer support services and is recognized by customers as always going the extra mile to ensure the best customer care possible.

As Customer Support Manager, Rachel handles managing the day-to-day support requirements and ensuring that your needs are being met.

Years of Experience:
8 Years
267 of 288
132

Page | 39

RECOMMENDED CITY PROJECT TEAM RESOURCES
In order to make your project a success, we recommend the following staffing commitments from your stakeholders and staff.

Although these recommendations have been separated by roles, it is common to have the same individual fill multiple roles on your project team:
x Project Manager
A Project Manager will serve as the main point of contact throughout your deployment and will act as the liaison and prime partner for the CivicLive Project Manager. Although not mandatory, we highly recommend that your Project Manager be an individual with some degree of technical qualifications or experience, such as an IT Professional. x Project Implementation Team (1-4 Members, Typically)
The Project Implementation team are staff members involved in the planning and management of your VLWH¶VLPSOHPHQWDWLRn. Ideally, this team is ± or will become ± your web governance committee, and will offer guidance on how your long-term web content strategy ZLOODIIHFW\RXUQHZZHEVLWH¶VGHVLJQDQGIXQFWLRQDOLW\7KHVHVWDIIPHPEHUVZLOODOVREHWKH core team that gives most of the feedback during the client-side review periods that occur during your LPSOHPHQWDWLRQ¶Vphases.
x Content Authors
At least one content author - someone who will post material to the website regularly - should attend training to gain mastery over CivicLive¶VPDQ\LQWXLWLYHFRQWent creation and editing tools.
x Media and Digital Assets
At the project commencement, we recommend that your Project team gather logos, photos, videos, documents, and other pertinent files that may be stored offline. This will help the migration of that content to your new website, which will in turn streamline the quality assurance process.
268 of 288
133

Page | 40
The SmartWork Project Implementation
Methodology
We follow an iterative implementation cycle. To achieve this goal, implementation is a multi-step process involving six phases: Envisioning, Planning, Developing, Migrating, Training, and Stabilizing, then culminating in the Deploying or Go Live Phase.
x Envisioning Phase ± Creates a broad description of the goals and constraints of the migration task, details on the current system, and expectations for the future system. x Planning Phase ± We create specific and measurable plans to define how the solution will meet the definition of success as laid out in the Envisioning Phase. x Developing Phase ± We create and build the solution. Existing content is migrated to the new site according to the content plan laid out in the Planning Phase. x Migrating Phase ± :HPRYH\RXUH[LVWLQJZHEVLWH¶VSDJHFRQWHQWDQGPHGLDWRWKH corresponding page on your new website(s) according to the content plan laid out in the Planning Phase.
x Training Phase ± We are committed to ensuring your long-term success by providing the knowledge transfer that will enable all of your website management and IT staff to effectively XWLOL]HRXUVROXWLRQ¶VQXPHURXVIHDWXUHV
x Stabilizing Phase ± We perform User Acceptance Testing (UAT) to verify all functionality and to give your administrators a chance to test the system before it goes live. x Deploying ± You sign-off on the site and your new site is launched. 269 of 288
134

Page | 41
Estimated SmartWork Project Timeline
The following table offers an estimated project timeline and highlights project milestones using our SmartWork Project Implementation Methodology.

Website Services Project Timeline Est. Duration

THE ENVISIONING PHASE
1-4 Days
Project Kick-Off Meeting

THE PLANNING PHASE
15 Days
Draft Master Project Plan and Charter
Client Reviews Project Plan and Project Charter
Finalized Project Plan and Charter Documents
Implement Responsive Webpage Templates in CMS

THE CONFIGURING PHASE
55 Days
Provision Website Environment
Configure CivicLive Modules
Integrate 3rd Party Software
Implement Responsive Webpage Templates in CMS
Fully-Configured CivicLive Solution

THE TRAINING PHASE
Conduct Training Sessions 3 Days
Fully-Trained City Staff

THE MIGRATING PHASE
25 Days
Collaborative Web Content Migration
Collaborative Document and File Migration
Internal Beta Website Launch
270 of 288
135

Page | 42

THE STABILIZING PHASE
CivicLive Quality Assurance [QA] Process 20 Days
User Acceptance Testing [UAT] Period

THE DEPLOYING PHASE
1 Day
Website Launch!
271 of 288
136

Page | 43

COST PROPOSAL
The following section outlines the One-Time Implementation fee and Annual Software-as-a-Service IHHVWUXFWXUHZHDUHSURSRVLQJWRPHHW\RXUSURMHFW¶VUHTXLUHPHQWV3OHDVHFRQWDFWXVLI\RXKDYHDQ\ questions about our fixed-fee pricing model.

One-Time Implementation
Fee- Premium Design- A credit
has been applied to the total for the 20
hours of refresh services
$18,237.00
Our One-Time Implementation Fee covers costs associated with designing, developing, and implementing your new website. Key deliverables per SmartWork phase include:

Envisioning and Planning Phase
Kick-Off Meeting
Finalized Project Plan
Project Charter
Designing Phase
A New Customized Responsive Website
Design for https://www.ci.pinole.ca.us/
100% Design Guarantee
Configuring Phase
Complete CMS Software Configuration
Integration of 3rd Party Software
Training Phase
Completion of Training Sessions
User Manuals and Access to Online
Resources
Migrating Phase
Completion of Desired Website Content
Migration
Stabilizing Phase
A Stable Internal Beta Launch of
www.ci.pinole.ca.us
Completed City Staff User Acceptance
Period
Deploying Phase
www.ci.pinole.ca.us Goes Live!
Finalized Project Documents
Annual Software-as-a-Service
(SaaS) Fee
$4,400.00
This fee is not charged in Contract Year #1!
&LYLF/LYH¶V$QQXDO6RIWZDUH-as-a-Service [SaaS] Fee includes the following services:

Data Protection and Unlimited-Bandwidth
Website Hosting Services for
www.ci.pinole.ca.us
CMS Software Version Upgrades and
Maintenance
Unlimited-User CMS Software License
Design Refresh Services for
www.ci.pinole.ca.us at the End of Contract
Year #4, if Desired
272 of 288
137

Page | 44
Unlimited, 24/7/365 Access to Customer
Support
PLEASE NOTE: There is no Annual SaaS
Fee charged in Contract Year #1!
273 of 288
138

Page | 45
Optional Add-On: Mass Notification Solution
For Rapid Delivery of Voice, Text, Social Media, and Email Messages To keep your citizens informed and engaged on-the-go, we are pleased to offer you a highly reliable mass communication solution.

Whether you want to remind your residents of important dates, seek community feedback in a survey, call in volunteers, or get the word out quickly in an emergency, CivicLive Mass Notification Solution can help you reach your audience anytime, anywhere.

Municipalities use our mass notification solution for:

Event Invitations
E-newsletters
Customer Service feedback
Opinion Polls and Surveys
City/County Meeting Reminders
Schedule Changes/Updates
Public Safety Announcements
Missing Person and Amber Alerts
Utility and Service Interruption Notices
Staffing and Volunteer Appeals
Parking Ticket Reminders
Public Information Hotlines
First Responder Alerts
Severe Weather Warnings
Municipal Payment Reminders
Interdepartmental Coordination
With CivicLive, there are no limits on how many messages you can send so you can truly engage with your citizens at the right time and in the right format. Unlimited messaging, massive capacity, robust reporting, prompt technical support, and our proven track record are just some of the reasons why municipalities trust our Notification Solution for their citizen engagement, staff notification, and emergency communication needs.

Built on a rock-solid
infrastructure that delivers
over 130 million
messages
per month to citizens and
staff members across
North America
274 of 288
139

Page | 46

PRICING FOR THE OPTIONAL MASS NOTIFICATION SOLUTION
Annual SaaS Fee
Up to 19,343 Residents $8,124.06/Year
With the CivicLive Mass Notification Solution, you will receive:

Unlimited voice, SMS text, and email
Social media publishing (Facebook/Twitter)
Surveys through phone and web with
unlimited questions
Configurable RSS widget to post messages
automatically to your website(s)
Instant translation to 50+ languages with
reverse translation quality assurance
Recipient portal mobile app; manage
preferences and review prior messages
Unlimited self-updating groups/lists
(dynamically change based on source data)
Dashboard offers at-a-glance views into
overall messaging activity
User training, and unlimited 24/7/365
customer support
Please note that our robust notifications service is not included in our one-time website development and annual web hosting fees that are outlined on the previous pages. 275 of 288
140

Page | 47
Optional Add-On: Monsido Accessibility
Monitoring Service
Accessibility is one of the hottest topics today, thanks to the efforts of concerned citizens and advocacy groups. Many organizations across the United States are dealing with OCR complaints, and many more want to ensure that their sites properly cater to the needs of their audiences.

In order to help you meet Web Content Accessibility
Guidelines (WCAG) best practices and ADA Section
508 requirements, we have partnered with Monsido
(https://monsido.com) to offer an accessibility
monitoring solution that helps municipalities and counties improve their websites. Monsido is an optional add-on which provides you with monitoring tools to check your website against the globallyrecognized WCAG 2.0 and 2.1 guidelines, which help define accessibility in relevant US regulations. By checking your websites against WCAG standards, you can identify issues that may put them out of compliance with ADA Section 508 and other regulations.

Thanks to this partnership, local governments can have peace of mind when it comes to their websites.

Municipal officials can rest assured that they can prevent a frustrating experience for web visitors by finding and fixing errors. This ensures you have a solution for long-term website success.

Accessibility Website Monitoring Services ADA
Package
WCAG 2.0 and 2.1 Monitoring Services for up to 500 Webpages (ADA) $1,990/yr WCAG 2.0 and 2.1 Monitoring Services for up to 2500 Webpages (ADA) $2,490/yr WCAG 2.0 and 2.1 Monitoring Services for up to 5000 Webpages (ADA) $2,490/yr Accessibility Website Monitoring Services Economy
Package
WCAG 2.0 and 2.1 Monitoring Services for up to 500 Webpages (Economy) $3,270/yr WCAG 2.0 and 2.1 Monitoring Services for up to 2500 Webpages (Economy) $4,235/yr WCAG 2.0 and 2.1 Monitoring Services for up to 5000 Webpages (Economy) $5,325/yr 276 of 288
141

Page | 48
Accessibility Website Monitoring Services- Standard
Package
WCAG 2.0 and 2.1 Monitoring Services for up to 500 Webpages (Standard) $4,251/yr WCAG 2.0 and 2.1 Monitoring Services for up to 2500 Webpages (Standard) $5,506/yr WCAG 2.0 and 2.1 Monitoring Services for up to 5000 Webpages (Standard) $6,923/yr Products ADA Economy Standard Premium
Web Accessibility Yes Yes Yes Yes
Mobile Accessibility Yes Yes Yes Yes
PDF Accessibility Yes Yes Yes Yes
Site Inventory Yes Yes Yes Yes
Quality Assurance Yes Yes Yes
Uptime Monitoring Yes Yes Yes
Policies Yes Yes Yes
SEO Yes Yes Yes
Analytics Yes Yes Yes
PageAssist Yes Yes
277 of 288
142

Page | 49
PageCorrect Yes Yes
Performance Yes Yes
HeatMaps Yes
Cookie Consent Manager Yes
Data Privacy (GDPR/ CCPA) Yes
278 of 288
143

Page | 50
PageCorrect
PageCorrect is an add-on to the Monsido web governance platform which offers you a complete solution to identify and correct website errors easily. The tool allows you to work effciently by fxing quality assurance and accessibility issues directly from the Monsido platform without having to login to your content management system.

PageAssist
PageAssist an add-on to the Monsido web governance platform, is a personalization toolbar that you can add to your website as an overlay. The tool gives visitors with or without disabilities control over the way they experience a website. By making your content available to a wider audience, you can better achieve your business goals and tap into a wider market.

Hosting
tĞƉƌŽǀŝĚĞŽƵƌĐƵƐƚŽŵĞƌƐǁŝƚŚƚŚĞĨĂƐƚĞƐƚƉĞƌĨŽƌŵĂŶĐĞĂǀĂŝůĂďůĞǁŝƚŚŚŽƐƚŝŶŐ͘DŽŶƐŝĚŽ͛Ɛ data is processed and hosted on local Google servers in the United States, Europe, and Australia. Monsido crawls publicly available data on the public website. Any password protected sections of your website are not crawled--unless you specifically ask us to set this up. Monsido does charge an additional amount for data stored in the United States and Australia. 279 of 288
144

Page | 51
Optional Add-On: Citizen Request System
The CivicLive platform includes a versatile Citizen Request System (CRS) that can be used to simplify the process of discovering and requesting government services right from your website.

Reporting Potholes
Applying for Parking Permits
Applying for Pet, Hunting & Fishing Licenses
Reporting Graffiti & Vandalism
Requesting Oversized Garbage Pickup
Requesting Business Registration Certificate
Reporting Animal Control Issues
Reserving Public Parks Facilities & Applying for Campground Permits Once requests are submitted, the CRS routes them to the correct department or person. Citizens can stay up to date using the mobile app or through email notifications.

Citizen Request System- $3,386/ Year
CRS- for up to 19,343 residents-
- Requires 4 year commitment
280 of 288

CITY COUNCIL
REPORT
12B
DATE: NOVEMBER 1, 2022
TO: MAYOR AND COUNCIL MEMBERS
FROM: SANJAY MISHRA, PUBLIC WORKS DIRECTOR

MISHA KAUR, CAPITAL IMPROVEMENT AND ENVIRONMENTAL

PROGRAM MANAGER
SUBJECT: TRAFFIC SAFETY IMPROVEMENTS ON THE TENNENT AVENUE

CORRIDOR

RECOMMENDATION
Staff recommends that the City Council receive information and a presentation on traffic safety issues on the Tennent Avenue corridor and provide direction to staff.

BACKGROUND
On July 19, 2022, a vehicle and pedestrian collision in the crosswalk on Tennent Avenue at Pear Street resulted in the death of a community member. This tragic event resulted in renewed community and City focus on and concern about traffic safety in this area.

Community members and students and staff of nearby schools have voiced concerns about pedestrian safety through various platforms including at Council meetings and meetings of the Traffic and Pedestrian Safety (TAPS) Committee.

On August 2, 2022, the City Council requested a future agenda item to receive recommendations from City staff on measures that can be taken to improve pedestrian safety on the Tennent Avenue corridor (between San Pablo Avenue to Pinole Valley Road).

REVIEW & ANALYSIS
Tennent Avenue is a 2-lane, north-south arterial from its southern terminus at Pinole Valley Road to San Pablo Avenue. From San Pablo Avenue to its northern terminus at Pinole Bayfront Park, Tennent Avenue serves as a collector. Tennent Avenue between San Pablo Avenue and Pinole Valley Road is considered a Minor Arterial. Minor Arterials are intended to be walkable medium speed thoroughfares (35 mph or less) in urban and suburban environments designed to carry both regional traffic and local traffic, pedestrians, and bicyclists. The Tennent Avenue corridor provides access to commercial retail, medical offices, nearby schools, and serves as an emergency response route for the nearby Public Safety building which houses the City’s Fire and Police Department. 281 of 288
City Council Report
November 1, 2022 2
The City is currently developing a Local Road Safety Plan (LRSP) that will recommend high priority and high impact roadway improvements. The development of the LRSP commenced in April 2021. The LRSP includes an existing conditions analysis based on collision data for a period between 2015 to 2019 and recommendations on traffic measures in areas of engineering, education, encouragement, enforcement, and emerging technologies along with associated evaluation to mitigate future collisions.

Based on historical collision data, several intersections and segments of roadways are identified as high-injury.

The LRSP has identified the segment of Tennent Avenue from San Pablo Avenue to Pinole Valley Road as a high injury corridor. During the collision analysis period between 2015 to 2019, there were a total of 7 incidents on Tennent Avenue between San Pablo Avenue to Pinole Valley Road, of which three were at the Tennent Avenue and San Pablo Avenue intersection. The draft LRSP includes the following countermeasures on the Tennent Avenue corridor:
• Improve signal timing include providing leading pedestrian interval to reduce the probability of a vehicle turning conflict with pedestrians. • Install advance stop bars before crosswalks
• Upgrade curb ramps and/or install directional curb ramps that are compliance with current accessibility standards
• Install yield limit lines at approaches to slip lanes or remove the slip lane at Tennent Avenue and San Pablo Avenue intersection
• Assess feasibility of a roundabout intersection at Pinole Valley Road and Tennent Avenue
City staff expects to present the LRSP to the City Council for approval before the end of 2022. Once the LRSP is approved, the recommended safety improvements it contains will be programmed as part of the City’s Capital Improvement Plan (CIP) or possibly installed by the Public Works Maintenance Division.

As noted above, over the past few months, City staff has received input and some specific suggestions from community members to increase visibility of pedestrians and bicyclists and improve the safety of the Tennent Avenue corridor. Suggestions include reducing the posted speed, implementing traffic calming measures such as bulb outs, roundabouts, raised crosswalks, rumble strips, speed humps, refuge islands, high visibility pavement markings, and installing a traffic control device such as stop signs and traffic signals.

The City would like to immediately identify potential traffic safety improvements to the Tennent Avenue corridor, prior to the approval of the LRSP. The City retained a traffic consultant (CSW-ST2) to conduct a traffic study that involved a speed survey, traffic counts that include vehicle, pedestrian, and bicycle, evaluation of current circulation patterns, and community input, which included a meeting with representatives of St.

Joseph to formulate recommendations for traffic safety improvements.

The consultant collected existing conditions traffic data along Tennent Avenue at the intersections with Pear and Plum Streets, which included speed and volume data. Based 282 of 288
City Council Report
November 1, 2022 3
upon the results of the survey, the 85th percentile speed for Tennent Avenue in the north and south direction is 30 and 27 MPH respectively. Thus, most vehicles are travelling in accordance with the posted speed of 25 MPH.

The consultant completed an analysis to determine if the installation of all-way-stop signs on Tennent Avenue at the intersections with Pear and Plum Streets are warranted. To install stop signs in California, an agency must complete a warrant analysis based upon the guidelines of the California Manual of Uniform Traffic Control Devices (CA-MUTCD).

This document includes several categories of criteria for determining if stop controls should be considered, including the necessity for traffic signal control, various traffic volume levels on approaching streets, and intersection collision records. Because the traffic volumes are low on Pear and Plum Streets, the installation of stop control on Tennent Avenue does not meet the criteria established by the CA-MUTCD.

While the accident that occurred at Tennent and Pear Street intersection on July 19, 2022 is currently being investigated by the Pinole Police Department, the preliminary analysis indicates that vehicle speed was not a cause, instead distracted driver is a probable cause.

Based upon site observation, collision history, and traffic volume, consultant analyzed several traffic calming safety measures in addition to all way stop control. These included roundabouts, raised crosswalks, bulb-outs, high visibility striping, refuge islands, and a Rectangular Rapid-Flashing Beacon (RRFB). These measures are consistent with the Federal Highway Administration’s guidance for improving safety.

Based on this analysis, the consultant and City staff are recommending the following traffic safety improvements for the two intersections on the Tennent Avenue corridor.

Tennent Avenue and Pear Street
• Bulb outs at all the corners which will require removal of several parking stalls to increase visibility
• High visibility crosswalks and pavement markings on all legs • High visibility yield road signs
Tennent Avenue and Plum Street
• Bulb outs at all the corners which will require removal of several parking stalls to increase visibility
• A Rectangular Rapid Flashing Beacon (RRFB)
• High visibility crosswalks and pavement markings on all legs • High visibility yield road signs
A RRFB is a pedestrian-actuated conspicuity enhancement used in combination with a pedestrian, school, or trail crossing warning sign to improve safety at uncontrolled, marked crosswalks. The device includes two rectangular shaped yellow indications, each with an LED-array-based light source, that flash with high frequency when activated. The RRFB is a treatment option at many types of established pedestrian crossings. Research 283 of 288
City Council Report
November 1, 2022 4
indicates RRFBs can result in motorist yielding rates as high as 98 percent at marked crosswalks. However, yielding rates as low as 19 percent have also been noted.

Bulbouts (curb extensions) shorten the street crossing distance for pedestrians, may slow vehicle speeds, and provide pedestrians and motorists with an improved view of one another, thereby reducing the risk of a motor vehicle–pedestrian collision. Several studies have been done to measure the effectiveness of bulb outs. A 2005 Federal Highway Administration (FHWA) case study analyzed the effect of curb extensions at one uncontrolled intersection in Albany, Oregon. It was found that the curb extension contributed to a 20% reduction in the number of vehicles passing a pedestrian before yielding.

Improvements to the striping, markings, and signs within the intersection help to increase awareness of pedestrians to motorists. Typically, these include high-visibility crosswalks that include ladder or bar striping. High-visibility crosswalks are part of the proven safety countermeasures recommended by FHWA and can reduce pedestrian injury crashes up to 40%.

The consultant analyzed quick build installations such as speed humps but determined that those would probably not be appropriate given that high travel speeds are not the principal challenge for this segment of Tennent Avenue. In addition, adding these features near the fire station creates challenges for emergency vehicles.

In addition, the consultant reviewed the installation of a High Intensity Activated Crosswalk Beacon (HAWK). HAWKS are typically used on multi-lane roadways where the travel speeds exceed 35 MPH. Thus, a HAWK would not be appropriate for either Pear or Plum Streets.

Finally, the consultant evaluated the option of installing roundabouts at the intersections.

This would require significant right of way likely requiring the acquisition of private property. Due to the cost and complexity and the decrease in pedestrian crossing safety with a round-a-bout, the consultant and Staff recommend proceeding with other countermeasures.

Although vehicle and pedestrian volume at both intersections are similar, Staff recommends prioritizing Plum Street over Pear Street, as it is used by elementary school students, which are categorized as a vulnerable user. Staff’s outreach with the community indicates that the Plum Street crossing is heavily used in the morning and many drivers do not yield to pedestrians. Should there be funding restrictions, the City could implement quick build options using K71 bollards, which could mimic bulbouts, which narrow the roadway.

In addition, the consultant and City staff recommend that the Staff continue to collaborate with St. Joseph school to review its student drop off and pick up procedures to minimize the potential of pedestrian and vehicle conflict. Note that the school recently implemented its own program of having volunteers serve as crossing guards at Tennent Avenue and Plum Street in the morning and afternoon.
284 of 288
City Council Report
November 1, 2022 5
City staff seeks Council direction on next steps on this matter. Next steps could include directing staff to prepare a future Council agenda item to revise the CIP and appropriate funding to implement the recommended traffic safety improvements at Plum and/or Pear Streets; directing staff to complete additional analysis on the feasibility of other types of traffic safety improvements (i.e., roundabouts, K-71 bollards, etc.); or wait to receive the LRSP and take any desired action on its recommendations related to the Tennent Avenue corridor.

FISCAL IMPACT
The traffic study and development of conceptual drawings of the improvements at Pear Street and Plum Street was performed by an on-call consultant for a not to exceed amount of $10,000.

The estimated cost of the recommended improvements at Tennent Avenue and Pear Street is $440,000, of which 10% is design. The estimated cost of the recommended improvements at Tennent Avenue and Plum Street is $520,000, of which 10% is design.

These cost estimates include drainage improvements and road reconstruction and a contingency and cost escalation for construction in 2023.

ATTACHMENTS
None
285 of 288

CITY COUNCIL
REPORT
12C
DATE: NOVEMBER 1, 2022
TO: MAYOR AND COUNCIL MEMBERS
FROM: ANDREW MURRAY, CITY MANAGER

SANJAY MISHRA, PUBLIC WORKS DIRECTOR
SUBJECT: ESTABLISHMENT OF A PROJECT LABOR AGREEMENT (PLA) AD

HOC SUBCOMMITTEE

RECOMMENDATION
Staff recommends that the City Council consider adopting a resolution to establish a Project Labor Agreement (PLA) Ad Hoc Subcommittee.

BACKGROUND
At its meeting on September 20, 2022, City staff provided the City Council with information on Project Labor Agreements (PLAs). The City Council decided that it would like to further research the issue of potentially establishing an overarching PLA for City construction projects and directed staff to return to Council at a future meeting with an agenda item establishing a PLA subcommittee.

The City Council occasionally establishes subcommittees of the City Council, composed of a subset of the City Council and possibly other appointed officials or members of the public, or committees/commissions, composed of community members, to consider a City policy or operational issue at a greater level of detail than is feasible for a regular Council meeting. Subcommittees and committees/commissions can either be established as “standing,” meaning that they are formed for the purpose of addressing a continuing issue/matter or have a meeting schedule fixed by formal action of the Council, or “ad hoc,” meaning that they are formed for a limited-term issue or matter. The City currently has a number of subcommittees, including the following: Finance Subcommittee, Historic Preservation Subcommittee, Pinole Hercules Wastewater Subcommittee, Technology and Communication Subcommittee, Municipal Code Update Ad-Hoc Subcommittee, Honoring/Plaques Naming Ad-Hoc Subcommittee, Planning Commission Interview AdHoc Subcommittee, and Community Services Commission/TAPS Committee Interview Ad-Hoc Subcommittee. The power/authority of City subcommittees and committees/commissions is advisory in nature. They each simply make recommendations to the full Council on potential Council action, with the exception of the 286 of 288
City Council Report
November 1, 2022 2
Planning Commission, which is a quasi-judicial body and can take action independently of the City Council.

The City Council may establish a new subcommittee or committee/commission via Council resolution or by minute order.

REVIEW & ANALYSIS
City staff believes that an ad hoc subcommittee is the appropriate type of subcommittee to assess and provide a recommendation to the City Council on the issue of establishing an overarching PLA for City construction projects. At the meeting on September 20, 2022, the City Council discussed the potential composition of a PLA subcommittee, including two Council Members, one Planning Commissioner, and one Community Services Commissioner. City staff has created the attached resolution, which specifies the composition of the Project Labor Agreement (PLA) Ad Hoc Subcommittee, for City Council’s consideration.

FISCAL IMPACT
There is no fiscal impact from establishing a Project Labor Agreement (PLA) Ad Hoc Subcommittee.

ATTACHMENTS
A. Resolution
287 of 288

ATTACHMENT A
RESOLUTION NO. 2022-XX

A RESOLUTION OF THE CITY OF PINOLE, COUNTY OF CONTRA COSTA, STATE

OF CALIFORNIA, CREATING THE PROJECT LABOR AGREEMENT (PLA) AD HOC

SUBCOMMITTEE
WHEREAS, at its meeting on September 20, 2022, the City Council received information on Project Labor Agreements (PLAs); and
WHEREAS, at that meeting, the City Council decided that it would like to further research the issue of potentially establishing an overarching PLA for City construction projects and directed staff to return to Council at a future meeting with an agenda item establishing a PLA subcommittee; and
WHEREAS, at that meeting, the City Council discussed that the subcommittee could be composed of two members of the City Council, one member of the Planning Commission, and one member of the Community Services Commission; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Pinole does hereby establish the Project Labor Agreement (PLA) Ad Hoc Subcommittee composed of two Council Members appointed by the City Council and a Planning Commissioner and a Community Services Commissioner appointed by the Mayor, staffed by the Public Works Director.

PASSED AND ADOPTED this 1st day of November 2022, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

I hereby certify that the foregoing resolution was introduced, passed and adopted on this 1st day of November 2022.
____________________________
Heather Bell, CMC
City Clerk
288 of 288