First American Data and Analytics Contract.pdf — Richmond City Council, February 4, 2025

CITY OF RICHMOND

STANDARD CONTRACT
Department: City Project Manager:

City Project Manager E-mail: City Project Manager Phone No:

Vendor No: Contract No:

Description of Services:

The parties to this STANDARD CONTRACT do mutually agree and promise as follows:

1. Parties. The parties to this Contract are the City of Richmond, a municipal corporation (“the City”), and the following named Contractor:

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No:
☐ A California corporation, ☐ limited liability corporation ☐ general partnership, ☐ limited partnership, ☐ individual, ☐ non-profit corporation, ☐ individual dba as [specify:] ____________________ ☐ other [specify:] _______________________________

2. Term. The effective date of this Contract is _______________________ and terminates _________________ unless terminated earlier as set forth herein.

3. Payment Limit. City’s total payments to Contractor under this Contract shall not exceed $______________ (“Contract Payment Limit”) unless a Contract Amendment has been approved by the City Council or City Manager. If this amount includes a contingency, Contractor acknowledges that any use of such contingency shall be for work beyond the original scope of services and requires prior written authorization by the City. If noted below, Compensation for work done under this Contract, shall not exceed as follows:

FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________

4. Contractor’s Obligations. Contractor agrees to perform all work at its own cost and expense, to furnish all labor, tools, equipment, materials, except as otherwise specified, in accordance with the Service Plan set forth in Exhibit A, attached hereto and incorporated herein.

5. City Obligations. City shall make payments to the Contractor in accordance with the Payment Provisions set forth in Exhibit B, attached hereto and incorporated herein.

6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C), attached hereto and incorporated herein.

7. General Conditions. This Contract is subject to the General Conditions (Exhibit D), which are attached hereto and incorporated herein.

8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any), which are attached hereto and incorporated herein.

9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F), which are attached hereto and incorporated herein.

10. Sanctuary City Compliance Statement. This Contract is subject to the Sanctuary City Compliance Statement (Exhibit G), which is attached hereto and incorporated herein.

11. Signatures. These signatures attest the parties' agreement hereto:

CITY OF RICHMOND,
a municipal corporation [BUSINESS NAME]
(* The Corporation Chairperson of the Board, President, or Vice President should sign below)
By: _________________________ By: ___________________________ Title: ________________________ Title: __________________________ Date Signed: _________________ Date Signed: ___________________ I hereby certify that this Contract (* The Corporation Chief Financial Officer or Assistant has been approved by City Council Treasurer, or Secretary or Assistant Secretary should or the City Manager. sign below)
By: _________________________ By: ___________________________ City Clerk Title: __________________________
Date Signed: ____________________
Approved as to form:
(NOTE: Pursuant to California Corporations Code Section By: _________________________ 313, if Contractor is a corporation or nonprofit organization, City Attorney this Contract (1) must be signed by (a) the Chairperson of the Board, President, or Vice-President and (b) the
Chief Financial Officer or Assistant Treasurer, or
Secretary or Assistant Secretary)
LIST OF ATTACHMENTS:

Exhibit A Service Plan
SOW
Response to RFQ
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
Exhibit D
Exhibit E
Exhibit F
General Conditions
Special Conditions
Insurance Provisions
Sanctuary City Compliance Statement
Exhibit G
Exhibit A1
Exhibit A2
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT A

SERVICE PLAN
Contractor shall, to the satisfaction of the Project Manager ( set forth in Exhibit B) , perform the following services and be compensated as outlined below [or attach service plan if necessary]:

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STATEMENT OF WORK
FOR

BULK DATA ASSETS

This Statement of Work (“SOW”) is dated as of the SOW Effective Date below, by and between First American Data Tree LLC d/b/a First American Data & Analytics, a Delaware limited liability company (“ FA DNA”), and City of Richmond, a California government agency (“Client”), and is entered into pursuant to the terms and conditions of that certain Master License Agreement dated of even date herewith (the “Master Agreement”), by and between Client and FA DNA. All capitalized terms used herein shall have the meaning set forth in the Master Agreement unless expressly indicated otherwise, or as separately defined within this SOW. FA DNA and Client shall collectively be referred to as “the Parties,” individually as “a Party.”

Except to the extent modified or amended within this SOW, the terms and conditions of the Master Agreement are incorporated herein as if fully set forth below. In the event of a conflict between the terms and conditions of the Master Agreement and this SOW, the terms of this SOW shall control.

I. S
ERVICES. FA DNA shall provide Client with the Services set forth in the Data Assets Exhibit (“Services”), subject to the licensing rights and restrictions set forth in the Master Agreement and this SOW.

II. PERMITTED APPLICATIONS. Client and other approved third parties specified below shall use the Services solely for the Permitted Applications specified below, and shall not use, display, resell, relicense, or redistribute the Services unless expressly authorized below in this Section.

A. Permitted Applications.

1. Internal Use. Client may use the Services for Client's internal business purposes, and shall not display, resell, relicense, or otherwise redistribute the Services, or any part thereof, to any third party. Client is only being granted a license on the properties located within the City of Richmond and therefore may only use the Services that pertain to said properties.

B. Additional Use Restrictions.

1. Specific Limitations on Use. Client shall not use, and shall prohibit Client’s End Users (if any) from using, any part of the Services or Client’s Derivative Products : (i) to create, replace, supplement or enhance any title, legal, vesting, ownership or encumbrance report for the purposes of underwriting title insurance; (ii) coupled with alternative title insurance approaches or products without first obtaining written permission from FA DNA ; (iii) in connection with, or to enable development of machine learning, rules engines, or other similar automated processes, except for the specific purpose of cleaning, formatting, and utilizing data within the City's Land Management System and enterprise ESRI; and (iv) in connection with artificial intelligence technologies, models, software, platforms or tools including, without limitation, ChatGPT, Bard and similar artificial intelligence technologies.

III. Disclaimer. THE SERVICES ARE PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER

EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF

MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR WARRANTIES BASED ON COURSE OF DEALING OR USAGE IN TRADE. FA DNA DISCLAIMS ANY AND ALL LIABILITY TO

ANY PERSON OR ENTITY FOR THE PROPER PERFORMANCE OF SERVICES NECESSARY TO THE CONDUCT OF A REAL ESTATE CLOSING. FA DNA DOES NOT REPRESENT OR WARRANT THAT THE SERVICES ARE COMPLETE OR FREE FROM ERROR OR WILL BE AVAILABLE 24 HOURS PER

DAY, SEVEN DAYS PER WEEK, AND DOES NOT ASSUME, AND EXPRESSLY DISCLAIMS, ANY

LIABILITY TO ANY PERSON OR ENTITY FOR LOSS OR DAMAGE CAUSED BY ER RORS OR

OMISSIONS IN THE SERVICES, WHETHER SUCH ERRORS OR OMISSIONS RESULT FROM NEGLIGENCE, ACCIDENT, OR OTHER CAUSE. FA DNA MAKES NO REPRESENTATIONS OR

WARRANTIES ABOUT THE LEGALITY OR PROPRIETY OF THE USE OF THE SERVICES IN ANY GEOGRAPHIC AREA. CLIENT SHALL NOT CONSTRUE THE SERVICES AS A REPRESENTATION BY

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FA DNA AS TO THE CONDITION OF TITLE TO REAL PROPERTY. CLIENT ACKNOWLEDGES THAT

THE SERVICES MAY NOT INCLUDE ALL RECORDED CONVEYANCES, INSTRUMENTS OR

DOCUMENTS WHICH IMPART CONSTRUCTIVE NOTICE WITH RESPECT TO ANY CHAIN OF TITLE DESCRIBED IN THE SERVICES.

IV. F
EES.

A. Monthly Fee (Exhibit A). Client shall pay to FA DNA a monthly fee of $ 833.33 for the duration of the Term for the Services set forth in the Data Assets Exhibit.

B. Transactional Fee (Exhibit B). Client shall pay to FA DNA a transactional fee for each product or service accessed on the attached Exhibit B, which FA DNA shall invoice independently of the monthly fee above.

The Monthly Fee and the Transactional Fee shall be collectively the “Fees”.

C. Renewal Fees. For each renewal term (if any), the Fees will remain the same as in the Initial Term, with no increase in Fees.

V. SOW TERM. The term of this SOW is for 36 months (the “Term”), commencing on the SOW Effective Date.

Thereafter, the term will automatically renew for two additional successive 12-month terms. Either Party may forego automatic renewal of this SOW by giving the other Party at least 60 days’ written notice of termination prior to the expiration of the then-current term.

VI. NOTICES. All notices permitted or required to be delivered under the terms of this SOW shall be addressed as follows:

To FA DNA: 4 First American Way
Santa Ana, CA 92707
Attention: Legal Department

To Client: 450 Civic Center Plaza
Richmond, California 94804
Attention: Legal Department

THE PARTIES HAVE READ, UNDERSTOOD AND AGREED TO THE TE RMS AND CONDITIONS OF

THIS SOW

CITY OF RICHMOND

By: _______________________________________

Name: [Signer for Client]

Title: [Client Signer's Title]

Address: 450 Civic Center Plaza
Richmond, California 94804

FIRST AMERICAN DATA TREE LLC

By: ______________________________________

Name: Robert Karraa

Title: President

SOW Effective Date:___________________________

Address: 4 First American Way
Santa Ana, California 92707

Manager Approved: ______

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EXHIBIT A

DATA ASSETS EXHIBIT

A. SERVICES & DELIVERY. FA DNA shall provide Client with the Services listed below via a mutually agreed upon secure file transfer method (e.g., SFTP).

FA DNA shall provide the categories of D ata Elements above for parcels of property in the U.S. counties identified in Section B (“County Coverage”) utilizing the extract logic set forth in Section C (“Extract Logic”), and in the format(s) set forth in Section D (“Extract Layout(s)”). The Parties may make immaterial changes to the Update Frequency, County Coverage, Extract Logic, or the Extract Layout(s) via a Change Control Document, supplied by FA DNA, and executed by the Parties, without amending this SOW, but any material modifications will necessitate such an amendment.

B. COUNTY COVERAGE

• Contra Costa County in the State of California

C. EXTRACT LOGIC

• n/a

D. EXTRACT LAYOUT(S)

FA Assessor Data
Dictionary v14 202407
FA Deed and
Mortgage Data Dictio

Bulk Data Assets Historical Data Update Frequency
Assessor Data n/a Weekly
Mortgage and Deeds Data Full history (as available to FA DNA) Weekly Parcel Boundary Data n/a Quarterly

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EXHIBIT B

AUTOMATED PRODUCTS

SERVICES & FEES

VII. Automated Products: FA DNA shall provide Client with the Services listed below via DataTree.com or other platform to be designated by FA DNA. Client shall pay to FA DNA the Fees set forth below. Some or all of the Services below may be provided by or invoiced through affiliates of FA DNA.

A. AUTOMATED PRODUCTS FEES
Monthly Minimum Fee $ 500.00
Property Reports
Property Detail Report $ Included
Sales Comparables Report $ 2.50
Title Chain and Lien Report (docs included) $ 24.00
Foreclosure Report $ 1.00
Transaction History Report $ Included
TotalView Report $ 5.00
Open Lien Report $ 7.00
HOA Lien Report (docs included) $ 21.00
PACE Lien Report $ 7.00
Neighbors Report $ 1.50
Schools Report $ 1.50
Instant Recordable Legal $ 7.00
Rapid Legal and Vesting $ 8.00
Building Permit Report $ 10.00
Documents Images and Maps
Document Image $ 5.00
Last Transfer (Deed) $ 5.00
Last Finance (Mortgage) $ 5.00
Assessor Map $ Included
Abstractor Services** $ 14.00
**Abstractor Services may involve the utilization of third-party abstractor companies. The fee above excludes vendor fees, actual abstractor costs, and applicable copy fees, all of which will be passed through directly to Client.

Data Export & Labels
Mailing Labels/Label Export $ Included
Property Characteristics Export $ Included
Property Detail Export $ Included

B. Monthly Minimum Fee: Client shall pay to FA DNA the above-designated DataTree.com monthly minimum fee (“Monthly Minimum Fee”) each month during the term (including all renewal terms). The Fees accrued each month for the products provided pursuant to this Schedule A (excluding fees accrued for Market Share data, if applicable) shall apply towards satisfying that Monthly Minimum Fee for such month. If, in any month, Client’s usage of the Services does not satisfy the Monthly Minimum Fee, Client shall remit payment of the Monthly Minimum Fee for such month. Fees accrued in excess of the Monthly Minimum Fee in a given month do not carry-over towards satisfying the Monthly Minimum Fee for any other month.

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C. Property Reports Disclaimer: Client acknowledges that all Property Reports contain the following disclaimer and limitations of liability and that no liability is assumed by FA DNA under any Property Reports issued pursuant to this SOW:

City of Richmond – Information Technology Department
Request for Quote
For Parcel, Mortgage and Deed Data
September 17, 2024

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

i
First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF September 17, 2024

Dear RFQ Evaluation Team,

We are excited to submit our quote to the Parcel, Mortgage and Deed Data RFQ for your review and consideration. As the City of Richmond reviews our detailed pricing and capabilities, we hope that you recognize First American Data & Analytics (FADNA) as the premier industry leader that will provide the highest quality parcel, mortgage, and deed data solution available as measured by accuracy, usability, and completeness, as well as the most competitive pricing on the market. We pride ourselves in being the most client-focused and service-oriented company in our industry and strive to accommodate the needs of our clients with our contractual flexibility. These facts underscore why we can deliver the most effective data solution with the greatest possible value to the City of Richmond.

If you have any additional questions regarding this quote or our general offerings, your main point of contact for this proposal is Tracie Wilson, National Account Director. Ms. Wilson’s contact information is provided as follows:

Tracie Wilson
National Account Director, Government & Strategic Solutions Telephone: (714) 250-1356
Email: [email protected]

We truly believe our industry-leading data expertise, combined with our consultative approach with similar government entities, position us properly to provide data solutions for the City of Richmond. Our team looks forward to the prospect of working with you to showcase our solution and later collaborating on this opportunity.

Sincerely,

Robert Karraa
President
First American Data & Analytics

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

ii
First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF Table of Contents
SUBMISSION REQUIREMENTS ....................................................................................................................................... 1 PRICING .......................................................................................................................................................................... 4 Bulk Data Licensing .......................................................................................................................................... 4 DataTree.com – Custom City Unlimited Package with Document and Specialty Report Allowance .............. 4 DataTree API (DTAPI) ..................................................................................................................................... 5

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

1 First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF Submission Requirements

1. Company Profile: Provide an overview of your company, including its history, areas of specialization, and relevant experience in providing Parcel, Mortgage and Deed Data services.

First American Financial Corporation, (NYSE: FAF) is a leading provider of title insurance and settlement services to the real estate and mortgage industries. We trace our heritage back to 1889 when Los Angeles County split in two and Orange County was born. Our roots are in title plant management services which requires 100% of documents in a county to be collected, indexed, and verified. Insured title policies are written based on the data managed in the plant, so our bottom line depends on our data accuracy, completeness, and currency. Building high-quality databases and chaining transactions is in our DNA.

First American Data & Analytics offers a broad range of data delivery solutions from bulk data files and custom extracts to API and web-based applications. We have invested in data innovation with our DataTree API, which leverages JSON capabilities. We serve a highly diverse range of clients across a wide range of industries including real estate services, lending and servicing, insurance, analytics, and government. When companies need a long-term yet innovative data partner who directly sources from counties, title plants and industry-leading third-party partners, they consistently rely on First American DataTree.

Our broad and innovative datasets and services point to our commitment to a comprehensive data strategy which results in the ability to be a world class partner and thought leader. We are driven to explore all the proprietary data we collect across the First American family of companies and the public record data we can acquire either directly or through third parties to expand our offerings and improve our data quality.

The experienced data management team at DataTree has the greatest amount of knowledge in the industry. With the added benefit of our title plant experience, we believe we have the most complete and accurate real estate databases available.

2. Service Description: Detail the scope of services offered, including the data coverage, frequency of updates and any additional features or tools available through your platform.

DataTree.com – Online Research Tool
Whether you are looking for access to instant property data and land record images, or require a researched property report, the DataTree.com browser-based platform makes real estate research convenient and fast, all while delivering accurate results. DataTree.com is an online property data service designed to provide the necessary data used to verify records, evaluate trends and prospect for new opportunities. In an instant, you are connected to the largest database of property information nationwide, covering 99 percent of the United States housing stock and containing over 5.3 billion land records.

DataTree.com enables you to:

• Visually locate property data using GIS mapping technology and drawing tools to target specific areas
• Search by Address, APN, Owner Name or Document ID

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

2 First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF • Customize your search using multiple property parameters and save your parameters for future searches
• Access property characteristics, document images, transaction history, comparable sales reports, AVMs and more
• Utilize our proprietary “FlexSearch” technology to use OCR technology to locate hard to find recorded documents by keyword or phrase
• Conduct a Nationwide Owner Search to validate property assets • On-line Administration and Reporting for users, usage, etc. • Track all usage using our “Reference ID” on searches performed

First American also took the opportunity to invest in innovation and released the DataTree product with FlexSearch™. Built from the ground up, the DataTree.com portal is the most advanced property, homeowner, and mortgage information research solution in the market today. FlexSearch uses leading data extraction and search technologies to unlock information contained in more than seven billion recorded document images by transforming document images into searchable data components. Find any name, party, phrase, or property on any recorded document in just seconds. Find a complete inventory of all recorded documents, including exclusive document types keyed by First American such as county ordinances, easements, covenants, leases, and Power of Attorney. Additionally, involuntary lien information, including federal, state and county lien data is available. Other liens accessible via FlexSearch include homeowner assessment, mechanics liens, and municipal liens.

Figure 1 – DataTree.com

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

Figure 2 – DataTree Key Features

FlexSearch unlocks the data once locked in billions of documents. State agencies and local governments will be able to search billions of recorded document images to find any name, party, phrase, or property.

FlexSearch is integrated into almost every search you do using DataTree.com. Just look for the FlexSearch icon next to your search results or choose FlexSearch from the integrated search options.

Figure 3 – FlexSearch Capabilities

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

4 First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF No other data provider can offer FlexSearch or a comparable document search feature. Examples of Recorded Documents in First American’s Document Image Repository:

• Affidavits
• Assessments
• Assignments/Releases/
Satisfactions
• CC&R's
• Death Affidavits
• Deeds & Mortgages
• Divorce Decrees
• Easements
• Road Agreements
• Tax Data
• Judgments & Liens
• Involuntary Liens
• Modifications
• Oil & Gas Leases
• Power of Attorneys
• Recissions
• Trust Documents

DataTree captures the public record property data using multiple sources including keying and OCR of document images, public record sources, and third-party providers. Our current DataTree.com profile for Contra Costa County as of September 12, 2024:

3. Bulk Data Download: Describe your capabilities for providing bulk data download and the methods available for data extraction. Include information on the frequency of updates for bulk data.

Bulk Data (current layouts provided below):

FA Assessor Data
Dictionary v14 202407
FA Deed and
Mortgage Data Dictio

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

Figure 4 – First American Data Assets

Assessor Classic Data and Data Preservation
Assessor Data. The Assessor data serves as the foundation for all other First American datasets. The Assessor Classic layout is the most comprehensive and it adds Recorder data, specifically the two most recent arm’s-length transactions and up to two concurrent mortgages. Updates allow for monitoring ownership changes as new transactions are recorded.

Assessment data is generally updated by the county once per year as it is released from the jurisdictional custodians. For various reasons (system changes, technical challenges, cost prohibitive) relevant data may be dropped from one update to the next and the First American process recognizes when data is missing to ensure preservation occurs and data is not lost.

Deed & Mortgage Dataset
Public Records – Recorder Data/Sales Transactions. Recorder data is a collection of various transaction types such as conveyances, mortgages, assignments, and releases. Recorded documents are the source of this asset. Using a combination of Object Character Recognition (OCR), extraction, machine learning, and keying, First American Data & Analytics maximizes the number of data elements collected from each transaction that are then made available to customers. Transactions are chained to present an easy- to- understand history of the property. Unlike other data providers, our Recorder data includes a combination Strongest Foundation in the Industry

8.42 BillionTo ta lDocument
Images
July-2024
Market
Position
% of
Population
# of
Counties
1st100%3,142Assessor/Property Ownership
1st81.2%1,819Title Plants
1st99%3,109Deeds, Mortgages & Foreclosures
1st99%2,737Assignments, Releases & Pre-
Foreclosures
1st99%3,124Parcel Boundaries
1st99%2,816Homeowner Associations
1st85%782KActive Real Estate Listings
1st73%1,203Assessor Maps
1st86%1,951Document Images

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

3 First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF of public record and title plant data to ensure the highest quality possible. The recorder asset contains many different types of ownership transfers, but the recorded documents rarely contain specific content to classify sales. For these reasons, categorizing a sales transaction requires collected attributes (as shown on the document) as well as comprehensive logic to derive the sale types. The linkage between the transaction records and the property data is maintained with the same unique First American property ID’s that are carried in the assessor data asset. Erroneous, broken, or missing links are proactively managed by using validation and confirmation methods during the database update process. This is a critical component of the First American advantage as other collectors may simply connect to the parcel listed on a document without validating using other attributes. This unique identifier is common across multiple data sources and enables quick and easy linkage of deeds, mortgages, and other transactions to the property assessment information. Title plant data that is used and designed for issuing title insurance requires a higher level of quality, accuracy, and data currency when compared to the typical public record property data collection methods. As the largest title plant provider in the U.S., First American is uniquely positioned to enhance our bulk data products for our clients with this valuable and strategic data asset.

Currency
Contra Costa County bulk data statistics as of September 12, 2024:

Assessor
FIPS
Code
State County Name Records Assessed Year Tax Year Certification Date 06013 CA Contra Costa
County
384,680 2024 2023 6/29/2022

Deed
FIPS
Code
State County Name Records Begin
Date
Keyed Begin
Date
Thru
Date
Frequency
06013 CA Contra Costa
County
1,646,209 10/4/1993 10/4/1993 9/4/2024 3xWeekly

Mortgage
FIPS Code State County Name Records Begin Date Thru Date Frequency 06013 CA Contra Costa
County
1,304,027 4/1/1997 9/4/2024 3xWeekly

Additional Datasets Available
First American also has other data and services that are available to the City upon request. Some of which are listed below. Additional information can be provided, and multiple add-on datasets or services can be negotiated.

• Homeowner Association Data
• Vacancy Data
• Listing Data
• Master Address Data
• PACE Lien Data
• Building Permits
• Automated Valuation Models (Current
Market Value)
• Enhanced Commercial Data
• Foreclosure Data
• Involuntary Lien Data
• Building Footprints

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

4. Integration Capabilities: Provide details on your ability to integrate with a Land Management System, ESRI GIS platform, and data analytics applications. Include examples of past integrations if applicable.

Delivery
First American assigns a Solution Engineer to every client pre-sale and a Data Analyst to all contracts post-sale. All First American clients have an expert team to support them.

First American Data & Analytics has perfected the art of bulk data delivery. Our proprietary fulfillment tool allows for individualized customer specifications and layouts, as well as quick and easy changes to the configuration at any time. The initial delivery of a nationwide public record file can be completed in as fast as three business days to either an SFTP site, yours or ours, or a cloud account. Data updates, daily, weekly, monthly, or quarterly, delivered on the day and time of your choosing, are automated based on your requirements and preferred frequency, and an automated notification is sent when the data delivery is complete. Each data set is sent as a separate file and each update reflects the differences in the data.

Your files can be formatted based on the options below. • Delimited (pipe – preferred) or fixed
• .shp or .gdb
• Compressed
• Encrypted
• Header row
• # of Files based on geographic consolidation (county or customized city defined geo)

As an example, First American data is currently delivered to the City of Los Angeles where it is used in their internal GIS and city applications. The City of Los Angeles is listed below as a reference.

5. Pricing Structure: Submit a clear pricing proposal outlining any subscription fees, access costs, or additional charges related to the services offered. Include details on any potential volume discounts or pricing tiers for approximately 50 consumers, with the flexibility to adjust the consumer count throughout the contract term.

See the Pricing section for detailed pricing information.

6. Technical Support and Training: Describe the technical support services available to assist our organization with implementation, integration, training and ongoing support.

First American provides award-winning technical support to all of our clients, from banks and lenders to large government entities alike. The City of Richmond will be supported by a First American team that includes solution engineering, account and contract management, pre- and post-contract support, and all other aspects of large government contract support. More specifically, First American created a dedicated Bulk Data Fulfillment team that is focused solely on creating tools, engaging with customers, and producing custom data extracts. The data stewards who are part of this team, along with the data leaders, have a rich history of data management. They are truly open to collaboration and idea sharing to provide the best solution for each customer's need.

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

We understand the importance associated with receiving the most current information in the fastest turnaround time possible and are committed to providing you with a powerful solution that meets your needs through unparalleled technology and account support. Our service team will work collaboratively to ensure your complete satisfaction.

7. References: Provide references from current or past clients who have utilized your Parcel, Mortgage, and Deed Data services. Include contact information for verification purposes.

By Selecting First American Data & Analytics, the City of Richmond can continue to leverage our superior technology, seasoned professionals, and the proven and unmatched resources of the First American enterprise.

Reference #1
Name of Business: City of Los Angeles
Address: 1200 West 7th St., 9th Floor, Los Angeles, CA 90017 Approx Size of Company: 50,000+ Date of Service: 2018 - Present Contact Person: Eddie Lee Phone Number: (213) 808-8491 Email: [email protected]

Reference #2
Name of Business: City of Yorba Linda
Address: 4845 Casa Loma Ave., Yorba Linda, CA 92886
Approx Size of
Company:
170+ Date of Service: 2022 – Present
Contact Person: Sam Hiebert Phone Number: (714) 961-7157 Email: [email protected]

Reference #3
Name of Business: California Coastal Commission
Address: 455 Market St., Ste. 300, San Francisco, CA 94105 Approx Size of
Company:
160+ Date of Service: 2017-Present
Contact Person: Greg Benoit Phone Number: (415) 904-5464 Email: [email protected]

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

4 First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF Pricing
Bulk Data Licensing
Dataset Annual Licensing Fee
Assessor Classic w/Parcel Boundaries (City of Richmond APNs) $5,000.00 Deed & Mortgage (all History for City of Richmond APNs as available) $5,000.00 *See table for start and through dates above. Update schedule to be determined. (Daily, weekly, or monthly)

DataTree.com – Custom City Unlimited Package with Document and Specialty Report Allowance
Proposal allows for up to 60 user licenses with access to the reports listed in the price schedule below.

Report use will draw from the $500 per month data allowance billed each month and then any use fees above the monthly minimum fee of $500 be invoiced, in arrears. City of Richmond may include any or all of the reports below. Licenses must be renewed each year at $6,000 to keep the licenses active. New users may be added for additional fees at a rate of $100.00 per user.

DataTree Per Report Price List
$6,000.00 Annual Commitment
Per Report Fees
*Property Detail Report $0.25
*Property Characteristics Export $0.15
*Transaction History $5.00
*Mailing Label Export $0.10
*Property Detail Export $0.25
Optional Additional Reports:

Assessor Maps $1.00
Foreclosure Report $1.00
Sales Comparables $2.50
TotalView Report $5.00
Open Lien Report $7.00
HOA Lien Report $21.00
Enhanced Transaction History (formerly Title, Chain & Lien) $24.00 PACE Lien Report $7.00
Document Images $5.00
Neighbors and/or School Report $1.50
Building Permit Report $10.00
DataTree AVM $9.00
Instant Recordable Legal $7.00
Rapid Legal & Vesting $8.00
**Document Abstractor Fee $14.00

City of Richmond
Parcel, Mortgage and Deed Data RFQ
First American Data & Analytics

5 First American, Data & Analytics®, and firstam.com are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates ©2024 First American Financial Corporation and/or its affiliates. All rights reserved. NYSE: FAF *Items with Asterisks are included at no charge when bulk data is licensing annually **Abstractor Services fee does not include fees for additional vendor costs or applicable copy fees DataTree API (DTAPI)
One time set up fee $2,500.00
*Cost per call for Property Detail Report (current ownership) $0.10 *Per call when bulk data is licensed
Pricing above is discounted based on the bundling all the services noted in this proposal. If you decide to license just one of the options pricing may change.

Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT B

PAYMENT PROVISIONS

1. COMPENSATION TO CONTRACTOR:
a. Provided Contractor is not in default under this Contract, Contractor shall be compensated in the manner set forth herein.
b. All payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photocopying, meals and travel, etc.). Invoices shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request. c. All City vendors receiving new contracts shall sign up to receive electronic payments through the City’s Automated Clearinghouse (ACH) payments service/provider.

2. SUBMISSION OF INVOICES:

Contractor shall submit timely invoices by email to
[email protected] and/or to the following address:

Attention: City of Richmond Finance/Account Payable
Project Manager: _______________________
P.O. Box 4046
Richmond, CA 94804

3. All invoices that are submitted by Contractor shall be subject to the approval of the City Project Manager, _______________________, before payments shall be authorized.
a. The City will pay invoice(s) within 45 days after completion of services to the City’s satisfaction. The City shall not pay late fees or interest.
b. All appropriate permits, certificates, and licenses, including a City business license shall be obtained and maintained for the duration of this Contract before any payment is authorized.

4. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract is executed by the City. The insurance coverage required by this Contract shall be maintained by Contractor for the duration of this Contract and must be in place before any payment is authorized.

Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

1. All required written notices shall be delivered: (i) by hand; or (ii) sent by registered, express, or certified mail, with return receipt requested or with delivery confirmation requested from the U.S. postal service; or (iii) sent by overnight or same day courier service at the party’s respective address listed in this Section.

2. Each notice shall be deemed to have been received on the earlier to occur of:
actual delivery or the date on which delivery is refused; or three (3) days after notice is deposited in the U.S. mail or with a courier service in the manner described above (Sundays and City holidays excepted).

3. Either party may, at any time, change its notice address (other than to a post office box address) by giving the other party three (3) days prior written notice of the new address.

4. All notices, demands, requests, or approvals from Contractor to the City shall be addressed to the City at:

City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Email: ________________________________________________

5. All notices, demands, requests, or approvals from the City to Contractor shall be addressed to Contractor at:

Attn:

Email: ________________________________________________ Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT D

GENERAL CONDITIONS

1. INDEPENDENT PARTIES:

Contractor hereby declares that Contractor is engaged as an independent business and Contractor agrees to perform the services as an independent contractor.

The manner and means of conducting the services and tasks are under the control of Contractor except to the extent they are limited by statute, rule or regulation and the express terms of this Contract. No civil service status or other right of employment will be acquired by virtue of Contractor’s services. None of the benefits provided by the City to its employees, including but not limited to unemployment insurance, workers’ compensation plans, vacation and sick leave, are available from the City to Contractor, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any compensation due to Contractor. Payments of the above items, if required, are the responsibility of Contractor.

2. TIME IS OF THE ESSENCE:

Contractor and the City agree that time is of the essence regarding the performance of this Contract.

3. STANDARD OF CARE:

Contractor agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals or service Contractors, as applicable, in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City.

4. IMMIGRATION REFORM AND CONTROL ACT (IRCA):

Contractor assumes all responsibility for verifying the identity and employment authorization of all of its employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state rules and regulations. Contractor shall indemnify, defend, and hold the City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Contractor.

5. NON-DISCRIMINATION:

Consistent with the City’s policy and state and federal law that harassment and discrimination are unacceptable conduct, Contractor and its employees, contractors, and agents shall not harass or discriminate against any job applicant, City employee, or any other person on the basis of any kind of any statutorily (federal, state or local) protected class, including but not limited to: race, religious creed, color, national origin, ancestry, Contract No: ________ For the Contract between the City of Richmond and
_____________________________
disability (both mental and physical) including HIV and AIDS, medical condition (e.g. cancer), genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, pregnancy, political affiliation, military and veteran status or legitimate union activities. Contractor agrees that any violation of this provision shall constitute a material breach of this Contract.

6. CITY PROPERTY:
a. Each and every report, draft, work product, map, record, applicable plans, drawings, calculation, data, specification, video, graphic, or any other material or document produced, prepared or caused to be prepared by Contractor pursuant to or in connection with this Contract shall be the property of the City. b. Notwithstanding the foregoing, Contractor shall not be obligated to provide to City proprietary software or data which Contractor has developed or had developed for Contractor's own use; provided, however, that Contractor shall, pursuant to Section 11 below, indemnify, defend and hold the City harmless from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data. c. No report, information or other data given to or prepared or assembled by Contractor pursuant to this Contract shall be made available to any individual or organization by Contractor without prior approval of the City Manager or their designee. d. Contractor shall, at such time and in such form as City Manager or their designee may reasonably require, furnish reports concerning the status of services and tasks required under this Contract.

7. RECORDS:
a. Contractor shall maintain complete and accurate records with respect to the services, tasks, work, documents and data in sufficient detail to permit an evaluation of Contractor’s performance under the Contract, as well as maintain books and records related to sales, costs, expenses, receipts and other such information required by the City that relate to the performance of the services and tasks under this Contract (collectively the “Records”).
b. All Records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Contractor shall provide free access to the Records to the representatives of the City or its designees during regular business hours upon reasonable prior notice. The City has the right to examine and audit the Records, and to make copies or transcripts therefrom as necessary, and to allow inspection of all proceedings and activities related to this Contract. Such Records, together with supporting documents, shall be kept separate from other documents and records and shall be maintained by Contractor for a period of five (5) years after receipt of final payment.

Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. If supplemental examination or audit of the Records is necessary due to concerns raised by the City’s preliminary examination or audit of records, and the City’s supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of this Contract or failure to act in good faith, then Contractor shall reimburse the City for all reasonable costs and expenses associated with the supplemental examination or audit.

8. PERMITS AND LICENSES:

Contractor, at its sole expense, shall obtain and maintain during the term of this Contract, all appropriate permits, certificates and licenses, including a City business license, required in connection with the performance of the services and tasks hereunder.

The failure to obtain such permits and licenses shall be a material breach of this Contract and grounds for immediate termination by City; provided, however, that City may waive the business license requirement in writing under unusual or extraordinary circumstances without necessitating any modification of this Contract to reflect such waiver.

9. TERMINATION:
a. Termination Without Default. Notwithstanding any provision herein to the contrary, the City may, in its sole and absolute discretion and without cause, terminate this Contract at any time prior to completion by Contractor of the project or services hereunder immediately upon transmission of written notice to Contractor as provided in Exhibit C “Authorized Representatives and Notices”.
b. Termination in the Event of Default. Should Contractor fail to perform any of its obligations hereunder, within the time and in the manner provided or otherwise violate any of the terms of this Contract, City may immediately terminate this Contract by giving written notice of such termination, stating the reasons for such termination. Contractor shall be compensated as provided in Exhibit B; provided, however, there shall be deducted from such amount the amount of damage, including attorney's fees, expert witness fees and costs, if any, sustained by City by virtue of Contractor's breach of this Contract. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.

10. CONFLICT OF INTEREST:

Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §§ 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under Contract No: ________ For the Contract between the City of Richmond and
_____________________________
this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.

11. HOLD HARMLESS:
a. To the fullest extent permitted by law, Contractor shall indemnify, defend (with counsel acceptable to the City) and hold harmless the City, its City Council, boards, commissions, officials, employees, agents and volunteers (“Indemnitees”) from and against any and all loss, damages, liability, obligations, claims, suits, judgments, costs and expenses whatsoever, including attorney’s fees and costs of litigation (“Claims”), arising from or in any manner connected to Contractor’s performance of its obligations under this Contract or failure to comply with any of its obligations under this Contract or out of the operations conducted by Contractor even if the City is found to have been negligent. If the Claims filed against Indemnitees allege negligence, recklessness or willful misconduct on the part of Contractor, Contractor shall have no right of reimbursement against Indemnitees for the costs of defense even if negligence, recklessness or willful misconduct is not found on the part of Contractor. Contractor shall not have any obligations to indemnify Indemnitees if the loss or damage is found to have resulted solely from the negligence or the willful misconduct of the City. The defense and indemnification obligations of this Contract are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Contract. b. This indemnification obligation shall survive this Contract and shall not be limited by any term of any insurance policy required under this Contract; provided however, that if this Contract is for design professional services, this indemnity provision is limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional (as defined in California Civil Code section 2782.8).

12. LIMITATIONS UPON SUBCONTRACTING AND ASSIGNMENT:
a. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.
b. Contractor shall not assign, sublease, hypothecate, or transfer this Contract, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of the City Manager. Contractor shall submit a written request for consent to transfer to the City Manager at least thirty (30) days in advance of the desired transfer.

The City Manager or their designee may consent or reject such request in their sole and absolute discretion. Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for Contract No: ________ For the Contract between the City of Richmond and
_____________________________
money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent. c. The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or joint- venture or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
d. Only those persons and/or businesses whose names and resumés are attached to this Contract shall be used in the performance of this Contract. However, if after the start of this Contract, Contractor wishes to use sub-contractors, at no additional costs to the City, then Contractor shall submit a written request for consent to add sub- contractors including the names of the sub-contractors and the reasons for the request to the City Manager at least five (5) days in advance. The City Manager may consent or reject such requests in their sole and absolute discretion. e. Each sub-contractor shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance (as applicable) in reasonable conformity to the insurance carried by Contractor.
f. In addition, any tasks or services performed by sub-contractors shall be subject to each provision of this Contract. Contractor shall include the following language in their Contract with any sub-contractor: “Sub-Contractors hired by Contractor agree to be bound to Contractor and the City in the same manner and to the same extent as Contractor is bound to the City.”
g. The requirements in this Section 12 shall not apply to persons who are merely providing materials, supplies, data or information that Contractor then analyzes and incorporates into its work product.

13. SAFETY:
a. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor will be solely and completely responsible for conditions of all vehicles owned or operated by Contractor, including the safety of all persons and property during performance of the services and tasks under this Contract.

Contractor shall assume sole and complete responsibility for the safety of Contractor's employees and any of subcontractor's employees This requirement will apply continuously and not be limited to normal working hours. In addition, Contractor will comply with all safety provisions in conformance with U.S. Department of Labor Occupational Safety and Health Act, any equivalent state law, and all other applicable Contract No: ________ For the Contract between the City of Richmond and
_____________________________
federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Contract. Where any of these are in conflict, the more stringent requirements will be followed. Contractor’s failure to thoroughly familiarize itself with the aforementioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein.
b. Contractor will immediately notify the City (in no event less than 24 hours) of any incident of death, serious personal injury or substantial property damage that occurs in connection with the performance of this Contract. Contractor will promptly submit to the City a written report of all incidents that occur in connection with this Contract. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Contractor’s employee(s) involved in the incident; (iii) name and address of Contractor’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
c. Contractor acknowledges that the City shall have the right to impose, at the City’s sole discretion, requirements that it deems are necessary to protect the health and safety of the City employees, residents, and visitors. Contractor agrees to comply with all such requirements, including, but not limited to, mandatory vaccinations, the use of personal protective equipment (e.g. masks), physical distancing, and health screenings.

Contractor also agrees to make available to the City, at the City’s request, records to demonstrate Contractor’s compliance with this Section.

14. INSURANCE:

Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.

15. COMPLIANCE WITH ALL APPLICABLE LAWS:
a. During the term of this Contract, Contractor shall keep fully informed of all existing and future state and federal laws and all municipal ordinances and regulations of the City of Richmond which affect the manner in which the services or tasks are to be performed by Contractor, as well as all such orders and decrees of bodies or tribunals having any jurisdiction or authority over the same. Contractor shall comply with all applicable laws, state and federal and all ordinances, rules and regulations enacted or issued by the City. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50,

2.52, 2.56, and 2.60, if applicable. Notwithstanding the foregoing, Contractor shall have no obligation to use City of Richmond businesses or residents in the fulfillment of this Contract.
b. Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor is required to provide the City with documents and information verifying its compliance with the Living Wage Ordinance. Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance as prescribed in § 2.60.070 of the Municipal Code.

Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor. d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.

Contractor agrees to abide by the terms and conditions of said policies.

16. INTEGRATED CONTRACT:

The Recitals and exhibits are a material part of this Contract and are expressly incorporated herein. This Contract represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Contract will be effective only by written execution signed by both the City and Contractor.

17. CONFLICTING PROVISIONS:

In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Condition as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.

18. FORCE MAJEURE:

Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.

19. CONFLICT OF LAW:

This Contract shall be interpreted under, and enforced by the laws of the State of Contract No: ________ For the Contract between the City of Richmond and
_____________________________
California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.

20. CLAIMS:

Any claim by Contractor against City hereunder shall be subject to Government Code §§ 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.

21. INTERPRETATION:

This Contract shall be interpreted as if drafted by both parties.

22. WARRANTY:

If any product is be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purpose(s). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.

23. SEVERABILITY:

In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.

24. AUTHORITY:

City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that they are duly authorized to enter into and execute this Contract on behalf of Contractor, Contract No: ________ For the Contract between the City of Richmond and
_____________________________
and shall be personally liable to City if they are not duly authorized to enter into and execute this Contract on behalf of Contractor.

25. WAIVER:

The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach. Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor’s performance, or payment therefore, or any combination of these acts, shall not relieve the Contractor’s obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.

26. COUNTERPARTS:

This Contract may be executed in any number of counterparts (including by fax, PDF, DocuSign, or other electronic means), each of which shall be deemed an original, but all of which shall constitute one and the same instrument.

27. SANCTUARY CITY CONTRACTING ORDINANCE (SCCO):

The Richmond Sanctuary City Contracting Ordinance No. 12-18 prohibits the City from granting and or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor must submit the Sanctuary City Compliance Statement, attached hereto as Exhibit G.

Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT E

SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable, otherwise please state “NONE”):

Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT F

INSURANCE PROVISIONS
☐ CHECK HERE IF RISK MANAGEMENT HAS APPROVED WAIVING INSURANCE REQUIREMENTS FOR THIS CONTRACT.

1. CERTIFICATES: Before the commencement of the terms of this Contract, and during the entire term of this Contract and any extension or modification thereof, Contractor shall furnish the City’s Risk Manager with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with coverage requirements set forth by the City and incorporated herein.

Such certificates, which do not limit Contractor’s indemnification, shall also contain substantially the following statement:
“Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the City of Richmond.

Attention: Risk Manager.”
Contractor shall maintain in force at all times during the performance of this Contract all appropriate coverage of insurance required by this Contract with an insurance company licensed to offer insurance business in the State of California with a current A.M. Best’s rating of no less than A:VII or Standard & Poor’s Rating (if rated) of at least BBB unless otherwise acceptable to the City. Contractor shall deliver updated insurance certificates to the City at the address set forth in Exhibit C prior to the expiration of the existing insurance certificate for the duration of the term of Contract.

Endorsements naming the City, its City Council, boards, commissions, officials, employees, agents, and volunteers as additional insured shall be submitted with the insurance certificates.

2. COVERAGE REQUIREMENTS: The City’s insurance requirements depend upon the type of service being provided and/or the provider. The City’s insurance requirements will fall into one of the following categories (unless otherwise provided by the City):

Consultants and Contractors – Type 1
Professional Services – Type 2
Environmental Risk/Hazardous Waste Material – Type 3
Lease of City Property – Type 4
Vendors, Suppliers, Small Grant Recipients & Nonprofit Organizations – Type 5 Transportation Providers – Type 6
Professional Services Pyrotechnics – Type 7
Cyber and I.T. Risks – Type 8
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.

3. FAILURE TO SECURE: If Contractor at any time during the term hereof should fail to secure or
maintain the foregoing insurance, the City shall be permitted to obtain such insurance in Contractor’s name or as an agent of Contractor and shall be compensated by Contractor for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.

4. SUFFICIENCY OF INSURANCE: The insurance limits required by the City are not represented as being sufficient to protect Contractor. Contractor is advised to consult Contractor’s insurance broker to determine adequate coverage for Contractor. The coverage and limits shall be (1) the minimum coverage and limits specified in this Contract; or (2) the broader coverage and maximum limits of the coverage carried by or available to Contractor; whichever is greater.

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY

CHANGE IN INFORMATION PAGE
Company:

Carrier Code: Endorsement
Number:

Policy Effective Date
Policy Expiration Date:Policy Number:

Effective hour is the same as stated on the Information Page of the policy.

Endt Effective Date:

Named Insured and
Address:

FEIN Number:

Producer:

Producer Code:

The changes checked below apply to the policy.

Item 1 is replaced by the following as indicated by specific entry:

The Insured:
(WC 89 06 01)
Mailing Address/Location:
(WC 89 06 05)
Individual Corporation Partnership Other:

Item 2 is replaced by: The Policy Period isFrom to
(WC 89 06 03) (WC 89 06 04)
12:01 a.m., at the Insured’s mailing address.

Item 3A is changed to include the state or states of:

Item 3C is replaced by the following: Other State Insurance: Part Three of the policy applies to the states, if any, listed here:

Item 3D is changed to add/delete endorsements listed here:

Item 4 is changed to: Add/Delete the following Classification of Operations:

Show the following Premium Basis due to a recently completed audit Show the following revised Rates for the classification indicated:

Other:

Item 4 is replaced by the following:

4. The Premium for this policy will be determined by our manuals of Rules, Classifications, Rates, and Rating Plans. All information required below is subject to verification and change by audit.

Classifications Code
Number
Premium Basis
Total Estimated
Rates Per $100
of
Remuneration
Estimated Annual
Premium
Annual Remuneration
Interstate/Intrastate ID No.

Total Estimated Annual Premium
Minimum Premium: Deposit Premium
Audit Period: Annual Semi-Annual Quarterly Monthly
The additional or refund premium created by this endorsement is 1st Anniversary 2nd Anniversary
Countersigned by
Authorized RepresentativeForm WC 99 00 37 B Printed in U.S.A.

HARTFORD ACCIDENT AND INDEMNITY CO
10448
72 WN R32908 202 06/01/2025

FIRST AMERICAN FINANCIAL CORPORATION
1 FIRST AMERICAN WAY
SANTA ANA, CA 92707
95-2566122

MARSH RISK & INSURANCE SERVICES
251347
X ADD ENDORSEMENT #203 WC000313 WAIVER OF OUR RIGHT TO

RECOVER FROM OTHERS ENDORSEMENT
X

TO BE DETERMINED AT AUDIT
06/01/2024
12/05/2024

ABCDEFGHIJ
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF OUR RIGHT TO RECOVER

FROM OTHERS ENDORSEMENT
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule.

This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule.

SCHEDULE
Countersigned by
Authorized Representative
Form WC 00 03 13 Printed in U.S.A.

Process Date: Policy Expiration Date:

Policy Number: Endorsement Number:

Effective Date: Effective hour is the same as stated on the Information Page of the policy.

Named Insured and Address:

72 WN R32908 203
12/05/2024

FIRST AMERICAN FINANCIAL CORPORATION
1 FIRST AMERICAN WAY
SANTA ANA, CA 92707

THE CITY OF RICHMOND, ITS OFFICERS, OFFICIALS, EMPLOYEES, AGENTS AND VOLUNTEERS

POLICYNUMBER:

ABCDEFGHIJTHIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.POLICY CHANGES Thisendorsement modifiesinsuranceprovidedunder the following:COMMERCIALGENERALLIABILITYCOVERAGE PART PRODUCTS-COMPLETED OPERATIONSLIABILITY COVERAGEPARTOWNERSAND CONTRACTORSPROTECTIVE LIABILITYCOVERAGE PARTRAILROADPROTECTIVELIABILITY COVERAGEPART The followingitems(s):Insured’s Name Insured MailingAddressPolicyNumber CompanyEffective/ExpirationDate Insured Legal Status/BusinessofInsuredPaymentPlan Premium DeterminationAdditionalInterestedParties: CoverageForms andEndorsementsLimits/Exposures Deductibles / SIRCoveredProperty/Location Description ClassificationClassCodesRates UnderlyingInsuranceis (are)changed to read:

The aboveamendmentsresult in achangeinthepremiumas follows:NO CHANGES TOBE ADJUSTEDADDITIONALPREMIUMRETURN PREMIUMAT AUDIT $ $ ______________________________________AuthorizedRepresentativeSignature FormHS 1202 0608 Page 1of1© 2008,TheHartford
X
EFFECTIVE: 12/05/2024
CHANGES:

ADD ENDORSEMENT #76 CG2404 WAIVER OF TRANSFER RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION)
ADD ENDORSEMENT #77 AMENDMENT OF OTHER INSURANCE CONDITION - SCHEDULED ADDITIONAL

INSUREDS
X
72 CSE R32911

POLICY NUMBER: COMMERCIAL GENERAL LIABILITY
CG 24 04 12 19

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF TRANSFER OF RIGHTS OF RECOVERY

AGAINST OTHERS TO US (WAIVER OF SUBROGATION)

This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

ELECTRONIC DATA LIABILITY COVERAGE PART

LIQUOR LIABILITY COVERAGE PART

POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES

POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES

PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART

RAILROAD PROTECTIVE LIABILITY COVERAGE PART

UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS

SCHEDULE

Name Of Person(s) Or Organization(s):

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

The following is added to Paragraph 8. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV – Conditions:

We waive any right of recovery against the person(s)
or organization(s) shown in the Schedule above
because of payments we make under this Coverage
Part. Such waiver by us applies only to the extent that the insured has waived its right of recovery against
such person(s) or organization(s) prior to loss. This
endorsement applies only to the person(s) or
organization(s) shown in the Schedule above.

72 CSE R32911

THE CITY OF RICHMOND, ITS OFFICERS, OFFICIALS, EMPLOYEES, AGENTS AND VOLUNTEERS POLICYNUMBER:

ABCDEFGHIJTHIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.AMENDMENT OF OTHER INSURANCE CONDITION -SCHEDULED ADDITIONAL INSUREDS Thisendorsement modifies insuranceprovidedunder the following:COMMERCIALGENERAL LIABILITY COVERAGEPART SCHEDULENameOfAdditional InsuredPerson(s)Or Organization(s):

Information requiredtocomplete this Schedule,if not shown above,willbe shown intheDeclarations.

Withrespecttoinsuranceprovidedtotheadditional (2)PrimaryAndNon-ContributoryTo insuredorinsuredsshownintheSchedule, OtherInsuranceWhenRequiredByParagraph4.ofSectionIV-Conditionsisreplaced The AdditionalInsuredby the following: Ifyouhaveagreedwithanyadditional4.OtherInsurance insuredorinsuredsshownintheSchedulethatthisinsuranceisprimaryIfothervalidandcollectibleinsuranceis andnon-contributorywiththeadditionalavailabletotheadditionalinsuredforalosswe insured'sowninsurance,thisinsuranceABcoverunderCoveragesorofthisCoverage isprimaryandwewillnotseekPart, ourobligationsare limitedas follows: contributionfromthat other insurance.a.Primary Insurance Paragraphs(1)and(2)donotapplytoother (1)PrimaryInsuranceWhenRequiredBy insurancetowhichtheadditionalinsuredThe AdditionalInsured hasbeenaddedasanadditionalinsuredor b.Thisinsuranceisprimaryifyouhave tootherinsurance described in Paragraph agreedwithanyadditionalinsuredor below.insuredsshownintheSchedulethatthis b.Excess Insuranceinsuranceisprimary.IfotherinsuranceThisinsuranceisexcessoveranyoftheis alsoprimary,wewillshare with all that otherinsurance,whetherprimary,excess,otherinsurancebythemethod contingentor onanyotherbasis:describedin Paragraph c.below.

THE CITY OF RICHMOND, ITS OFFICERS, OFFICIALS, EMPLOYEES, AGENTS AND VOLUNTEERS Whenthisinsuranceisexcess,wewillhave(1)YourWork ABnodutyunderCoveragesortodefendThatisFire,ExtendedCoverage,theinsuredagainstany"suit"ifanyotherBuilder'sRisk,InstallationRiskor similar insurerhasadutytodefendtheinsuredcoverage for"your work"; againstthat "suit". If noother insurerdefends,(2)PremisesRented To You wewillundertaketodoso,butwewillbeThatisfire,lightningorexplosion entitledtothe insured's rightsagainstallthoseinsuranceforpremisesrentedtoyouor otherinsurers.temporarilyoccupiedbyyouwith Whenthisinsuranceisexcessoverotherpermissionof the owner;insurance,wewillpayonlyourshareofthe(3)TenantLiability amountoftheloss,ifany,thatexceedsthesum of:Thatisinsurancepurchasedbyyoutocoveryourliabilityasatenantfor (1)Thetotalamountthatallsuchother"propertydamage"topremisesrentedto insurancewouldpayforthelossintheyouortemporarilyoccupiedbyyouwith absenceofthisinsurance; andpermission oftheowner; (2)Thetotalofalldeductibleandself-(4)Aircraft, AutoOrWatercraft insuredamountsunderallthatotherinsurance.Ifthelossarisesoutofthemaintenance or useof aircraft,"autos" orwatercraftto Wewillsharetheremainingloss,ifany,withanyotherinsurancethatisnotdescribedintheextentnotsubjecttoExclusiong.of thisExcessInsuranceprovisionandwasnotI ASection–Coverage–BodilyInjury boughtspecificallytoapplyinexcessoftheAnd Property Damage Liability; LimitsofInsuranceshowninthe(5)PropertyDamagetoBorrowed Declarations ofthisCoveragePart.EquipmentOrUse Of Elevatorsc.MethodOfSharingIfthelossarisesoutof"property Ifalloftheotherinsurancepermitsdamage"toborrowedequipmentorthe contributionbyequalshares,wewillfollowuse ofelevators to the extent not subject thismethodalso.UnderthisapproacheachtoExclusionj.ofSectionI-CoverageA insurer contributes equal amounts until it has-BodilyInjuryAndPropertyDamagepaiditsapplicablelimitofinsuranceornoneLiability; or oftheloss remains,whichever comes first.(6)WhenYouAreAddedAsAn IfanyoftheotherinsurancedoesnotpermitAdditionalInsuredToOther contributionbyequalshares,wewill Insurance contributebylimits. Underthismethod,eachThatisavailabletoyoucoveringliability insurer'sshareisbasedontheratioofitsfordamagesarisingoutofthepremises applicablelimitofinsurancetothetotaloroperations,orproductsand applicablelimits ofinsurance ofall insurers.completedoperations,forwhichyouhavebeenaddedasanadditionalinsuredbythat insurance.

Page2 of 2 FormHS20 0712 10
Form IH 12 00 11 85
Printed in U.S.A.

ABCDEFGHIJ

POLICY NUMBER: EFFECTIVE DATE:

NAMED INSURED AND ADDRESS:

ENDORSEMENT
NO.

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

72 CSE R32909 12/05/2024

FIRST AMERICAN FINANCIAL CORPORATION
1 FIRST AMERICAN WAY
SANTA ANA, CA 92707
86 POLICY CHANGES
EFFECTIVE: 12/05/2024
CHANGES:

ADD ENDORSEMENT #87 CA0444 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS

TO US (WAIVER OF SUBROGATION)
PREMIUM: NO CHANGES
POLICYNUMBER: COMMERCIALAUTOCA 04 44 10 13THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.WAIVER OF TRANSFER OF RIGHTS OFRECOVERY AGAINST OTHERS TO US(WAIVER OF SUBROGATION) Thisendorsement modifies insurance providedunderthe following: AUTODEALERS COVERAGE FORMBUSINESS AUTOCOVERAGE FORMMOTOR CARRIERCOVERAGE FORMWithrespecttocoverageprovidedbythisendorsement,theprovisionsoftheCoverageFormapplyunlessmodifiedby the endorsement.Thisendorsementchangesthepolicyeffectiveontheinceptiondateofthepolicyunlessanotherdateisindicated below. Named Insured:EndorsementEffectiveDate: SCHEDULEName(s)Of Person(s)Or Organization(s):

Informationrequired tocomplete thisSchedule,if not shown above, willbeshown inthe Declarations.TheTransferOfRightsOfRecoveryAgainstOthers ToUsconditiondoesnotapplytotheperson(s)ororganization(s)shownintheSchedule,butonlytothe extentthatsubrogationiswaivedpriortothe"accident"orthe"loss"underacontractwiththatpersonororganization.

FIRST AMERICAN FINANCIAL CORPORATION
12/05/2024

THE CITY OF RICHMOND, ITS OFFICERS, OFFICIALS, EMPLOYEES, AGENTS AND VOLUNTEERS Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT G

SANCTUARY CITY COMPLIANCE STATEMENT
The undersigned, (hereafter "Contractor"), has had an opportunity to review the requirements of City of Richmond Ordinance 12-18 (hereafter "Sanctuary City Contracting Ordinance" or “SCCO”).

Contractor understands and agrees that the City may choose with whom it will maintain business relations and may refrain from contracting with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor understands the meaning of the following terms used in the SCCO:
a. "Data Broker” means either of the following:
i. The collection of information, including personal information about consumers, from a wide variety of sources for the purposes of reselling such information to their customers, which include both private-sector business and government agencies;
ii. The aggregation of data that was collected for another purpose from that for which it is ultimately used.
b. “Extreme Vetting” means data mining, threat modeling, predictive risk analysis, or other similar services."
Contractor understands that it is not eligible to receive or retain a City contract if at the time the Contract is executed, or at any time during the term of the Contract, it provides Data Broker or Extreme Vetting services to ICE.

Contractor further understands and agrees that Contractor's failure to comply with the SCCO shall constitute a material default of the Contract and the City Manager may terminate the Contract and bar Contractor from bidding on future contracts with the City for five (5) years from the effective date of the contract termination.

By executing this statement, Contractor certifies that it complies with the requirements of the SCCO and that if at any time during the term of the Contract it ceases to comply, Contractor will promptly notify the City Manager in writing. Any person or entity who knowingly or willingly supplies false information in violation of the SCCO shall be guilty of a misdemeanor and subject to a $1,000 fine.

Based on the foregoing, the undersigned declares under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Printed Name: Title:

Signed: Date:

Business Entity:

Richmond City CouncilFebruary 4, 2025

Richmond City Council
February 4, 2025