Agenda — Richmond City Council, December 16, 2025 (part 5 of 12)

December 16, 2025
Economic Development
DATE: December 16, 2025
TO: Mayor Martinez and Members of the City Council
FROM: LaShonda White, Deputy City Manager of Community
Services
Nannette J. Beacham, Economic Development Director
SUBJECT: Contract Amendment No. 1 with Independent Arts & Media for Strategic Plan for Arts Corridor and Status Update
FINANCIAL IMPACT: The proposed $15,000 expenditure is included within the approved Fiscal Year 2025-2026 budget as part of the
$200,000 allocation to support future phases of the Arts Corridor project (Account String: 01364065 – 400201).

PREVIOUS COUNCIL
ACTION:

June 25, 2024
October 1, 2024

STATEMENT OF THE
ISSUE:

On October 1, 2024, Richmond City Council approved a
contract with Richmond Renaissance, fiscally sponsored
by Independent Arts & Media, for the development of a
Strategic Plan for the Richmond Arts Corridor
(Macdonald Avenue and 23rd Street). The contract term
is January 1, 2025 – December 31, 2025, with a payment
limit of $50,000. Richmond Renaissance was tasked with
producing a Community Needs Assessment and a
Strategic Plan for the Richmond Arts Corridor. The
purpose of this item is to provide City Council with a
progress report on the project, including completed
deliverables and community engagement efforts to date.

RECOMMENDED ACTION: RECEIVE an update on the Richmond Arts Corridor Project, and APPROVE contract Amendment No. 1 with
Independent Arts & Media, serving as fiscal sponsor for Richmond Renaissance, adding $15,000 to the approved
not-to-exceed contract amount for a new total amount
not-to-exceed $65,000 with a term ending June 30, 2026, to provide additional community outreach for the
development of the Richmond Arts Corridor Strategic
AGENDA
REPORT
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Page 2 of 3 ends

December 16, 2025
Plan – Economic Development Department/Arts &
Culture (Nannette J. Beacham 510-621-1306/LaShonda
White 510-620-6828).

DISCUSSION:

In October 2024, the City Council authorized City staff to enter into a contract with Richmond Renaissance—through its fiscal sponsor, Independent Arts & Media to develop a Strategic Plan for the Arts Corridor.

The project scope included:
 Conducting a Community Needs Assessment of Richmond’s arts ecosystem  Reviewing existing City policies and plans for alignment  Facilitating broad community engagement through surveys, canvassing, and listening sessions
 Developing a Strategic Plan that includes financial models, implementation strategies, and recommendations for sustainability
The Richmond Renaissance team has conducted extensive outreach through; listening sessions, canvassing, surveys, and neighborhood council engagement, ensuring broad representation and community input to shape the Arts Corridor Strategic Plan.

Richmond Renaissance has completed Phase 1 and the majority of Phase 2 of the contract scope. To date, the following deliverables have been submitted:
 Policy Review Report – Analysis of Richmond’s General Plan, Public Art Master Plan, Urban Greening Master Plan, zoning, and comparable cultural districts.  Conceptual Framework – Outlining vision, goals, and potential impacts of the Arts Corridors.
 Community Survey – Launched online and in-person, collecting feedback on needs, opportunities, and community priorities.
 Community Engagement Summary Report – Findings from grassroots outreach, canvassing, and listening sessions.
 Receipts and Documentation – For outreach, canvassing, and listening sessions.

Community engagement efforts included:
 Seven community listening sessions targeting residents, youth (e.g., Eastbay Center for the Performing Arts (EBCPA), RYSE Center, Nurturing Independence Through Artistic Development (NIAD) and the Richmond Arts Center (RAC)), and neighborhood councils (Richmond Neighborhood Coordinating Council (RNCC)).  Distribution of a City-wide survey (online and in-person).  Canvassing along Macdonald Avenue and 23rd Street.
 Engagement with schools and philanthropic partners (EBCPA, RAC, NIAD). 719

Page 3 of 3 ends

December 16, 2025
Contract Amendment for Expanded Community Outreach
This first amendment to the Richmond Arts Corridor Contract adds expanded outreach intended to deepen community engagement, broaden representation in the planning process, and provide new data and insights to inform development of the Richmond Arts Corridor Strategic Plan.

Under the amendment, the consultant team will conduct enhanced canvassing, host targeted focus groups, distribute additional outreach materials, and engage more cultural institutions and stakeholders. These activities are intended to supplement the original contract’s community engagement, policy analysis, and stakeholder communication objectives, and the resulting materials will inform the Needs Assessment and Strategic Plan.

Expanded canvassing will help reach more corridor businesses, residents, and cultural partners at an early stage. Focus groups will provide deeper qualitative insights from communities that have historically been underrepresented in civic arts planning.

Additional outreach materials will support clearer communication across diverse stakeholder groups. Engagement with Cultural District partners will also help assess readiness, feasibility, and interest in pursuing a future Cultural District designation within the Arts Corridor.

The $15,000 contract amendment will increase the contract amount from $50,000 to $65,000 and extend the term from December 31, 2025, to June 30, 2026. The Contractor shall provide the reports, summaries, and materials described in this amendment as conditions for payment under the amended contract.

Next Steps
Upcoming deliverables include:
 Analysis and Draft Strategic Plan (Phase 3) – Synthesizing community input, producing financial projections, and preparing recommendations.  Final Strategic Plan and Presentation (Phase 4) – To be delivered to City Council by the end of the contract term (currently December 2025, to be amended to June 30, 2026).

DOCUMENTS ATTACHED:

Attachment 1 – The Richmond Arts Corridor Slide Deck and Strategic Plan Progress Report – December 2025
Attachment 2 – Original Contract with Richmond Renaissance, fiscally sponsored by Independent Arts & Media, for the Strategic Plan for Arts Corridors Attachment 3 – First Contract Amendment with Richmond Renaissance, fiscally sponsored by Independent Arts & Media, for the Strategic Plan for Arts Corridors 720
Progress Report
Richmond Arts Corridor
Richmond City Council
December 2025
721
01 02
03 04
05 Presentation
Agenda
Timeline
Policy Review Report
Community Listening
Sessions
Built in Environment Site
Analysis Walk
06 07
08 Conceptual Framework
Community Survey
Cultural District Application
Expanded Outreach/Next Steps
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Green = Park and Green Space
Dark Blue = Places of interest on the Corridor
Pink = Corridor Booundary ( Commercially Zoned)
Key
Light Blue = Signal potential space for artwork
Civic Center Auditorium
Atchinson
Village Park
Nevin Park &
Community Center
Nichol Park Richmond Public
Library
Heart of
Richmond
Park
BART/Amtrak Ohio Street
Richmond Parkway
Richmond Museum of
History and Culture
NIAD Art
Center
Richmond Art Center
RYSEYouth Center
Macdonald Avenue, with endpoints at
Richmond Parkway and San Pablo Avenue.
23 Street from California Street to Ohio St
rd
Dirt World Park Richmond
Community
Center
California St
2 3
r
d
S
t
r
e
e
t
Macdonald Ave
Richmond
High
School
East Bay
Performing Arts
Center
723
Contract
officially
signed and
Executed
May July
Conceptual
Framework
Completed
Initial Policy
Review
Report
Completed
September
Community
Listening
Sessions
Completed
Survey
Launch
Cultural
District
Application
Built in Site
Environment
Analysis
October December
Expanded
Outreach
Proposal
Progress Report Timeline
724
Conceptual Framework
DRAFT Version 2.3
Conceptual Framework
Purpose: Provide a framework and visual
aid to help the community build on
previous outreach around the Arts
Corridor.

Avoids the problem of starting from zero,
especially for the survey.

Provides a solid initial foundation for the
strategic plan.

Provides general information and context
as well as initial reasons and ideas for the
Arts Corridor.
725
Policy Review Report
Purpose:

Review key documents, including the Arts
and Culture Element, the Public Arts Master
Plan, Procedures, and Policies, and analyze
for intersections with the Arts Corridor.

What are the intersections of alignment and
conflict?
Is this feasible within the current policy
structure Richmond has?
Additional Texts Analyzed
Urban Greening Master Plan
Capital Improvement Projects
Zoning Laws
Noise Ordinance
Anti-displacement policies
Review of other Arts Districts such as
Emeryville, Tulsa, San Francisco,
Berkeley
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Key Findings
The Arts Corridor has the potential to serve as a vehicle and strategy to accomplish several goals and plans outlined in key city documents over the last two decades.

Richmond has the existing policies and infrastructure to be a world-class arts corridor.

The Corridor advances goals related to:

Cultivating an arts-based identity for the city and establishing Richmond as a cultural destination.

Supporting local Arts and Culture Organizations – Expanding access, visibility, and investment in local artists and cultural organizations Economic Development – increasing foot traffic, supporting local businesses, creating jobs, and activating underutilized spaces
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Key Policy Considerations
Support for Local Artists and Cultural Organizations: The Arts Corridor has the potential to connect the arts community and make Richmond a regular destination for visitors to enjoy, engage with, and explore.

Equity and Inclusion: There could be greater emphasis on equity and inclusion in policies for Artists. Reviewing other city policies, there is room for Richmond to adopt specific goals for percentage allocations of funding, as well as explicit language and efforts targeting underserved artists and supporting their efforts to reduce barriers.

Economic Development Potential: There is considerable potential to create more events that attract a broader audience to Richmond. The Arts and Economic Prosperity research found that visitors pay around $30 per person in the city when visiting an event. 728
Key Policy Considerations
Funding Strategies and Mechanisms: A diversified funding strategy is necessary and a common thread throughout the policy review of other cities. Richmond’s current funding mechanisms, one percent for the arts and the general budget, are not diverse enough to sustain the Arts Corridor. There are foundations that fund current arts organizations, and it would benefit the city to support organizations and help attract funders to invest in developing the Arts Corridor.

Policies and Procedures: There is a relatively simple process for placing art in public spaces, which mainly involves notifying and obtaining approval from the Public Arts Advisory Committee, which is part of the RACC. However, beyond the approval process, it has been vocalized in the Public Arts and Master Plan document, as well as in the public, that the challenges of working with some of the technical procedures and protocols exist.

Governance and Administrative Structure:

Every City is different and can range from an administrative structure that relies on government bodies and commissioners to one that is not involved at all, allowing a non-profit, foundation, or business association to take over the work. The Richmond Renaissance has done a tremendous amount of work to bring attention to Richmond, attract funders, and organize the community. 729
Community Listening Sessions
A community listening session is a qualitative research method where a group of stakeholders engage in a structured conversation facilitated by a moderator.

The goal is to gather insights, opinions, and
perceptions on the Richmond Arts Corridor and
provide a forum for participants to express their
thoughts and experiences, making it a valuable
tool in exploring attitudes, preferences, and
deeper qualitative insights on various subjects.

In this phase, we’re have gathered the insights of
Richmond residents and local arts advocates
through 5 community listening sessions and 10
pop up sessions. This has built imagination and
relationships with over 300 Arts Corridor
Supporters.
730
Key Findings
Community Listening Sessions
Intergenerational Joy
Cultural Diversity and Unity
Public Space for Public Joy Richmond Artists are ready
to connect and shine
NIAD April 2025
731
732
Built-In Environment Site Analysis Walk
Friday, September 12 we conducted a community walk
and analysis of the Arts Corridor with Licensed Architect and international professor Bz Zhang.
th,
We held a virtual briefing two weeks ahead of time and
spent a whole day on the corridor analyzing the built-in environment at several key locations throughout the
corridor.

We gathered concrete data points to help identify areas that need attention and opportunities for art. This process is designed to identify the physical boundaries in the
corridor. (ie, historical buildings cannot be modified) The information collected will be cross-analyzed with the survey and incorporated into the final strategic plan.
733
The California Cultural District
Program is a state initiative,
established by Assembly Bill 189 in
2015, that designates specific
geographic areas with a high
concentration of cultural resources
as official cultural districts. Each
certified district receives state
recognition for five years, along with
grants, technical assistance,
branding support, and marketing
partnerships to help preserve local
arts, support community-driven
cultural activities, and address
issues like artist displacement.

CA CULTURAL

DISTRICT
APPLICATION Brought together a team of stakeholders
to help steward the Arts Corridor.

Improved and refined our materials,
boundaries, and fitted the Arts Corridor
into a larger cultural context.

Conducted an Asset inventory of the
Corridor.

APPLICATION PROCESS AND SUMMARY Benefits of the
California Cultural
District Program
State recognition and
visibility as a hub for arts
and culture.

Access to funding
opportunities and
technical assistance.

Support for antidisplacement strategies
and local economic
development.

Networking and
collaboration with other
Cultural Districts across
California.

RESULTS
Did not advance to semi-finalist round
Panel comments indicate 4/5 application
reviewers highly rated our proposal, while 1/5
found our proposal needing more concrete
details and plans.
734
Survey Distribution
Please share the survey
with your network and
neighbors!
Visit
Richmondartscorridor.com
Note
We conducted further testing and made
improvements to the survey to make it
clearer, easier to navigate, more engaging,
and enjoyable. With the final
improvements, the survey is has launched
and circulating through the community
now and possibly to December or March
depending on expanded outreach.
735
Online information Session
https://www.youtube.com/w
atch?v=26RIMQFrsE&t=2s
We held an online
information session for folks
interested in learning more
about the Arts Corridor.

We received 15 interested
participants, including press
inquiries.
736

EXPANDED OUTREACH

PROPOSAL
Expanding outreach for the Arts Corridor is an investment in trust, equity, and long-term success.

By engaging a broader cross-section of the community now, we can prevent misunderstandings, build authentic partnerships, and ensure the Corridor reflects the voices of those who live and work within it and reduce risks of community opposition through proactive engagement
The Arts Corridor outreach has been highly successful, generating strong community interest and participation.

Demand for more opportunities to engage is growing - when people learn about the Corridor, they want to know how to get involved.

However, several key stakeholders have not yet been reached, and their inclusion is essential if resources permit, which will improve data collection to inform the Strategic Plan.

Foster a sense of ownership of the Arts Corridor, rather than the perception that the City is imposing its vision.
737
We have received strong interest from community
stakeholders for smaller, focused listening sessions to provide input on the Arts Corridor. These sessions will not be full-scale listening session events but focused
discussions using the Arts Corridor survey to guide
feedback collection.

Direct feedback from local businesses and residents,
especially those most directly impacted by the Arts
Corridor, is critical for ensuring our approach is
equitable and inclusive, especially for individuals
marginalized by traditional communication channels.

We will canvass the entire Corridor and speak to as
many businesses as possible.
1 2
Direct Outreach and Canvassing
Additional Benefits to city of Richmond’s Macdonald
Economic Task Force
Targeted Focus Groups
Expanded Outreach Strategies
Work from this entire effort will benefit the Macdonald Ave Economic Task Force, and can identify ways for
the task force to support the Arts Corridor’s goals
that simultaneously support the Task Force’s Goals.

Proposed Amount for increased outreach expansion
is approximately $15,000 ($14,952)
Covers canvassing, engaging small businesses,
stakeholders and 6 focus group sessions.
738
Economic Benefits of Establishing an Arts Corridor
(From Conceptual Framework)
Increased Tourism Foot Traffic and Patronage: A Vibrant Arts Corridor can draw in higher foot traffic, art enthusiasts, and tourists, benefiting local businesses.

Job Creation: The establishment of galleries, studios, theaters, and creative spaces fosters job creation, benefiting artists, curators, event organizers, and support staff.

Cultural Events and Festivals: Arts Corridors host cultural events, festivals, and exhibitions, increasing revenue through ticket sales, concessions, and merchandise.

Creative Economy Growth: Thriving Arts Corridors foster growth in the creative economy, supporting artists, designers, musicians, and creative professionals.

Improves City Image: An Arts Corridor enhances our city's image as a vibrant and culturally rich destination, attracting businesses, investors, and skilled professionals.

Real Estate Development: Arts Corridors often catalyze real estate development, increasing property values and attracting investment.

Increased Property Tax Revenue: Rising property values generate additional property tax revenue, which can be reinvested in public services and infrastructure. 739
In 2017, the previous study, AEP5, documented that the nonprofit arts and culture industry generated $166.3 billion in economic activity (spending by organizations plus the event-related spending by their audiences) which supported 4.6 million jobs and generated $27.5 billion in government revenue. The AEP series demonstrates that an investment in the arts provides both cultural and economic benefits.

Nonprofit arts and culture organizations are businesses. They employ people locally, purchase goods and services from within the community, are members of their Chambers of Commerce, and attract tourists to their regions.

The arts drive commerce to local businesses. The arts, unlike most industries, leverage significant amounts of event-related spending by their audiences. In 2017, arts attendees spent $31.47 per person, per event, beyond the cost of admission on items such as meals, parking, and lodging— vital income for local businesses.

Arts travelers are ideal tourists. They stay longer and spend more to seek out authentic cultural experiences. One-third of attendees travel from outside the county in which the activity takes place and spend an average of $48 per person. (69% say they traveled specifically to attend the activity.)
Small investments. Big returns. In 2017, the combined $5 billion in direct arts funding by local, state, and federal governments yielded $27.5 billion in government revenue Excerpt from American for the Arts
Arts and Economic Prosperity 6 Report
740

31.9%
29%

24.6%

14.5%
Resources Contributed
We believe in the importance of inclusion,
equity, and creating a successful strategic
plan. This requires surpassing a threshold of
quality information.

Meeting community members where they are
at generates quality data that increases the
success of this project and the long-term
sustainability of the Arts Corridor.

This is a testament to how the community is
also invested in this project as well.

City of Richmond
$50,000
In Kind Donations and Labor
from Community
Organizations and Volunteers
estimated $85,000
Philanthropic Donations
from Zellerbach Family
Foundation
East Bay Community
Foundation (Richmond Our
Power Coalition), Lesher
Family Foundation
$110,000
Discounted Consultant
Labor Costs
$100,000
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P

HASEONE
IdentifyListeningSession
Hosts
DevelopConceptual
Framework
PolicyReviewReport
DevelopOutreach

DELIVERABLES
MaterialsandSurvey

CHECKLIST

NEXTSTEPS

PHASETWO
ComunityOutreach
7ListeningSessions
ListeningSessionReport
BuiltinEnvironmentSite
Analysis P

HASETHREE

EXPANDEDOUTREACH
Canvassing
TargetedFocusGroups

PHASEFOUR
DataandEconomic
Analysis
StrategicPlanDraft
FinalizedStrategicPlan

ESTIMATEDCOMPLETIONBY
(NOTCONFIRMED)
(FEB-JUNE)
742
THANK YOU!
Q&A
743

CITY OF RICHMOND

STANDARD CONTRACT
Department: City Project Manager:

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

Vendor No: Contract No:

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.

Description of Services:

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

Description of Services: Richmond Renaissance will complete (1) a Community Needs Assessment to evaluate Richmond’s arts ecosystem, and (2) a Strategic Plan to guide the development and sustainability of the Richmond Arts Corridor along: (1) Macdonald Avenue from 41st Street & Macdonald Avenue near the Ryse Center extending past the East Bay Center for the Performing Arts and ending at the Richmond Museum of History/Nevin Park near 6th Street & Macdonald Avenue, and (2) 23rd Street between Rheem Avenue and Cutting Boulevard.

Department of Economic Development, Arts & Culture Lashonda Division White [email protected] (510) 620-6828 16127 7294 Independent Arts & Media PO BOX 420142 San Francisco, CA, 94142 Lisa Burger (415) 738-4975 [email protected] 40064851 January 1, 2025 December 31, 2025 50,000.00 Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 744

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:

Service Plan Exhibit A
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Sanctuary City Compliance Statement Exhibit G
Independent Arts & Media
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 2/26/2025
Mayor Executive Director
3/4/2025
745
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 746
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]:

Independent Arts & Media 7294
See Attached
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 747
Scope of Work for Richmond Arts Corridor:

Mapped Milestones
GOALS

1. Assess the Current Arts Ecosystem: Evaluate existing public art, cultural assets, and arts-related programs, identifying strengths, weaknesses, opportunities, and challenges.

2. Review of Existing Policies that Intersect with Arts Corridor Project

3. Engage the Community and Stakeholders: Conduct inclusive outreach to gather diverse input and ensure alignment with Richmond’s vision for an equitable and thriving arts corridor.

4. Develop a Strategic Plan for the Arts Corridor: Provide a roadmap for the development, funding, and implementation of arts initiatives that enhance community identity and stimulate economic growth.

5. Ensure Long-Term Sustainability: Establish frameworks for funding, partnerships, and community involvement that support the Richmond Arts Corridor beyond the project timeline.

WORK TO BE COMPLETED
Richmond Renaissance will complete (1) a Community Needs Assessment to evaluate Richmond’s arts ecosystem, and (2) Strategic Plan to guide the development and sustainability of the Richmond Arts Corridor along: (1) Macdonald Avenue from 41st Street & Macdonald Avenue near the Ryse Center extending past the East Bay Center for the Performing Arts and ending at the Richmond Museum of History/Nevin Park near 6th Street & Macdonald Avenue, and (2) 23rd Street between Rheem Avenue and Cutting Boulevard. These goals will be achieved through the tasks outlined below.

Richmond Renaissance will have an initial kickoff and monthly check-ins with the city staff team.

Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 748
Phase 1: Initial Analysis and Preparation (January 2025) Objective: Establish a foundational understanding of Richmond’s needs, existing resources, and policy landscape.

1. Document Review and Policy Analysis: Review the following documents and analyze opportunities and challenges for alignment in the arts corridor Tasks:
o (1.1) Richmond 2030 General Plan.
o (1.2) Public arts master plan.
o (1.3) Art ordinances, policies, and procedures.
o (1.4) Richmond’s Urban Greening Master Plan.

Deliverable: Policy Analysis Report with documented findings.

2. Community Survey Development and Distribution
Tasks:
o Create a community survey to gather initial feedback on the Arts Corridor concept.

Deliverable: Community Survey

3. Develop Outreach Plan
Tasks
o (3.1) Put together an outreach plan with canvassing sites, identify hosts, and schedule 7 listening sessions.
o (3.2) Design a conceptual framework as visual-aid materials explaining the arts corridor vision and preliminary concepts.
o (3.3) Develop outreach materials and tailor materials for accessibility and inclusivity in English and Spanish.

Deliverable: Outreach Plan and Materials, schedule of seven community listening sessions., conceptual framework in digital and print resources.
● (1.5) Policy Review and Analysis Report
● (2.1) Community Arts Corridor Survey
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 749
● (3.2) Conceptual Framework
● (3.3) Outreach Plan and Materials
Milestone and Deliverables: Completion of policy research and outreach plan.

Phase 2: Deep Community Engagement &
Data Collection (February to April)
Objective: Conduct comprehensive outreach and listening sessions to gather detailed feedback on community needs, preferences, and goals for the corridor.

Distribute Conceptual Framework through community networks.

Tasks:
o (4.1) Distribute Conceptual Framework through networks. o (4.2) Provide options for community members to engage online and in person. o (4.3) Distribute Community Survey starting for approximately 60-90 days.

Canvassing and Direct Stakeholder Outreach
Tasks:
● (5.1) Canvass Businesses in the designated corridor area ● (5.2) Engage Potential Philanthropic Partners
● (5.3) Canvassing Summary Report with Raw Data
● (5.4) Meeting Notes with Philanthropic Partners
Deliverable:
- (5.3) Canvassing summary report with raw data.
- (5.4) Notes from meetings with at least three philanthropic partners.

Neighborhood Council Engagement
Tasks:
● (6.1) Send Conceptual Framework, survey, and flyer for listening sessions. ● (6.2) Be available for 1 on 1 opportunities for individual feedback and discussions. ● (6.3) Engage the Park Plaza Neighborhood Council through email and meetings. ● (6.4) Engage the Iron Triangle Neighborhood Council through email and meetings. ● (6.5) Engage the Belding/Woods Neighborhood Council through email and meetings. ● (6.6) Engage the North and East Neighborhood Council through email and meetings. ● (6.7) Engage the Richmore/Metro Neighborhood Council through email and meetings. ● (6.8) Engage the Pullman Neighborhood Council through email and meetings.

Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 750
● (6.9) Present conceptual framework, gather feedback, and include any one on one discussion at the neighborhood coordinating council
Deliverable:
- (6.9) Neighborhood Coordinating Council Presentation
Task 7 Built-In Environment Analysis
The consultant will visit each of the following locations and conduct a site analysis on how the building can be updated to support and benefit from the Arts Corridor development strategically.

Built-in Environment Site Analysis

7.1 Richmond Main Post Office

7.2 Richmond Museum of History and Culture

7.3 Nevin Community Center

7.4 Parking Garage

7.5 Winter's Building

7.6 Civic Center Plaza

7.7 Convention Center

7.8 Main Library

7.9 Community Services Center

7.10 Housing Authority

7.11 Recreation Complex

7.12 Parks Field Office

7.13 Police/Fire Dispatch Center

7.14 Paratransit

7.15 Engineering(Former)

7.16 Richmond Senior Center

7.17 Richmond Art Center

7.18 Parks Department

7.19 Police Activity League (PAL)

7.20 Veterans Memorial Hall

7.21 Tiny House Village Farm and Garden

7.22 Nicholl Park
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 751

7.23 Built in Environment Site Analysis Report
Task 8 Host Community Listening Sessions
- Conduct seven listening sessions targeting stakeholders in the corridor, such as (youth, working artists, educators, residents, etc.).
(8.1) Listening Session 1
(8.2) Listening Session 2
(8.2) Listening Session 3
(8.4) Listening Session 4
(8.5) Listening Session 5
(8.6) Listening Session 6
(8.7) Listening Session 7
(8.8) Summary Report with Session Summaries and Visual Documentation of each listening session.

Deliverable:
(8.8) Session summaries and visual documentation for each listening session.

Task 9. School Engagement: Engage schools to gain feedback from youth.

Task:
(9.1) Coordinate with schools and teachers to engage students with time to provide feedback on the Arts Corridor.

Deliverable
(9.2) Provide documentation of meeting notes.

Milestone: Complete community outreach, listening sessions, and canvassing.

Phase 3: Analysis and Strategic Plan
Drafting (April-June)Objective: Analyze collected data and initiate drafting the Strategic Plan, incorporating financial projections and priority recommendations.

Task 10. Data Analysis and Synthesis and Progress Report Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 752
Tasks:
o (10.1) Present to the City Council a Progress Report on the current progress of the strategic planning nad results and key findings from the listening sessions. o (10.2) Analyze data from surveys, listening sessions, and canvassing to identify themes and community priorities.
o (10.3) Review successful arts corridors or districts in similar communities for applicable best practices.
o (10.4) Use comparative and scenario data to create a bottom-up financial forecast.

Deliverable:
● (10.1) Analysis report detailing themes, priorities, and insights from community feedback. ● (10.2) Comparative and scenario analysis report with benchmarked data. ● (10.3) Financial forecast document with detailed economic analysis.

Task and Deliverable 11: Complete Draft Strategic Plan.

Task (11.1) Complete Draft Strategic Plan
Phase 4: Strategic Plan Finalization and
Implementation Framework (June- September)
Objective: Finalize the Strategic Plan and develop a phased implementation strategy.

Task 12. Present, get feedback, and incorporate it into a finalized strategic plan.

Tasks
● (12.1) Meet with relevant city department staff for alignment and planning ● (12.2) Incorporate feedback into draft plan
● (12.3) Present Draft Plan to Council for Review
● (12.4) Incorporate Council Feedback
● (12.5) Completed Strategic Plan and Finalized sections on values, vision, policy review, community engagement findings, and financial forecasts. ● (12.6) Present the finalized plan to city council
Deliverables:
(12.1) Meeting notes with City Department and Staff
(12.5) Finalized Strategic Plan
(12.6) Presentation to City Council on Final Strategic Plan Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 753
Deliverables Summary
Tasks Phase 1 January 2025
Deliverable 1.5 Produce and submit policy analysis review report Deliverable 2.1 Develop a community survey to gather feedback and comments from stakeholders
Deliverable 3.1 Identify hosts and schedule 7 listening sessions Deliverable 3.2 Develop a Conceptual Framework on the Arts Corridor Deliverable 3.3 Develop Outreach Materials
Phase 2 February to April
Deliverable 5.3 Canvassing Summary Report with Raw Data Deliverable 5.4 Meeting Notes with Philanthropic Partners 6 Neighborhood Council Engagement
Deliverable 7.23 Built in Environment Site Analysis Report Deliverable 8.8 Summary Report with Session Summaries and Visual Documentation of each listening session.

TIMELINE OF PROJECT
Tasks and Deliverables Summary
Tasks Phase 1 January 2025
1 Review Documents and analyze opportunities and challenges for alignment in

1.1 Richmond 2030 General Plan

1.2 Public Arts Master Plan

1.3 Art Ordinances, policies and procedures

1.4 Richmond's Urban Greening Master Plan
Deliverable 1.5 Produce and submit policy analysis review report Deliverable 2.1 Develop a community survey to gather feedback and comments from stakeholders
Deliverable 3.1 Identify hosts and schedule 7 listening sessions Deliverable 3.2 Develop a Conceptual Framework for the Arts Corridor Deliverable 3.3 Develop Outreach Materials
Phase 2 February to April

4.1 Distribute Conceptual Framework through community networks.

4.2 Provide Online and In Person Comment and Feedback Opportunities

5.1 Canvass Businesses in the designated corridor area

5.2 Engage Potential Philanthropic Partners
Deliverable 5.3 Canvassing Summary Report with Raw Data Deliverable 5.4 Meeting Notes with Philanthropic Partners 6 Neighborhood Council Engagement

6.1 Send Conceptual Framework

6.2 Be available for one on one follow-up calls.

6.3 Park Plaza

6.4 Iron Triangle

6.5 Belding/Woords

6.6 North and East

6.7 Richmore/Metro

6.8 Pullman
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 755

6.9 Neighborhood Coordinating Council Presentation and Feedback Built-in Environment Site Analysis

7.1 Richmond Main Post Office

7.2 Richmond Museum of History and Culture

7.3 Nevin Community Center

7.4 Parking Garage

7.5 Winter's Building

7.6 Civic Center Plaza

7.7 Convention Center

7.8 Main Library

7.9 Community Services Center

7.10 Housing Authority

7.11 Recreation Complex

7.12 Parks Field Office

7.13 Police/Fire Dispatch Center

7.14 Paratransit

7.15 Engineering(Former)

7.16 Richmond Senior Center

7.17 Richmond Art Center

7.18 Parks Department

7.19 Police Activity League (PAL)

7.20 Veterans Memorial Hall

7.21 Tiny House Village Farm and Garden

7.22 Nicholl Park
Deliverable 7.23 Built-in Environment Site Analysis Report Host Community Listening Sessions

8.1 Host Community Listening Session 1

8.2 Host Community Listening Session 2

8.3 Host Community Listening Session 3

8.4 Host Community Listening Session 4

8.5 Host Community Listening Session 5
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 756

8.6 Host Community Listening Session 6

8.7 Host Community Listening Session 7
Deliverable 8.8 Summary Report with Session Summaries and Visual Documentation of each listening session.

School Engagement

9.1 Gather feedback from students in the Classroom
Deliverable 9.2 Notes and Documentation of Youth Participation Phase 3 May-June
Deliverable 10.1 Council Progress Report on Community Engagement Findings

10.2 Analyze all collected data from surveys, listening sessions, canvassing, and identifying themes and community priorities.

10.3 Comparative Benchmarking and Scenario Analysis

10.4 Bottom-up Financial Forecast
Deliverable 11 Complete Draft Strategic Plan
Phase 4 June-Oct

12.1 Meet with relevant city department staff for alignment and planning.

12.2 Incorporate feedback into the Draft Plan.

12.3 Present Draft Plan for Review

12.4 Incorporate Council Feedback
Deliverable 12.5 Completed Strategic Plan

12.6 Present Final Strategic Plan to the city council
Deliverables Summary
Tasks Phase 1 January 2025
Deliverable 1.5 Produce and submit policy analysis review report Deliverable 2.1 Develop a community survey to gather feedback and comments from stakeholders
Deliverable 3.1 Identify hosts and schedule 7 listening sessions Deliverable 3.2 Develop a Conceptual Framework on the Arts Corridor Deliverable 3.3 Develop Outreach Materials
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 757
Phase 2 February to April
Deliverable 5.3 Canvassing Summary Report with Raw Data Deliverable 5.4 Meeting Notes with Philanthropic Partners 6 Neighborhood Council Engagement
Deliverable 7.23 Built in Environment Site Analysis Report Deliverable 8.8 Summary Report with Session Summaries and Visual Documentation of each listening session.

School Engagement
Deliverable 9.1 Gather feedback from students in the Classroom Deliverable 9.2 Notes and Documentation of Youth Participation Phase 3 May - June
Deliverable 10.1 Council Progress Report on Community Engagement Findings Deliverable 11 Complete Draft Strategic Plan
Phase 4 June - Oct
Deliverable 12.5 Completed Strategic Plan
Project Budget
Expenses Cost Discount From Grant From City RFP
Principal Consultant $90,000 $65,000 $25,000.00
Community Engagement Consultant $35,000 $25,000 $10,000.00 Community Organization Stipends for
hosting Listening Sessions $15,000.00 $7,000.00
Visual Note Taker $1,500.00
Outreach Materials $500.00
Marketing Support $6,000
Stipends for Community Participation at
Site Visits $10,000
GIS Mapping Data Specialist $10,000
Fiscal Sponsorship Fee $6,000.00
Totals $90,000 $41,000.00 $50,000.00
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 758
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.
7294 Independent Arts & Media Lashonda White Lashonda White Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 759
Estimated Payment Schedule from City
Completion of Phase 1 End of January
Principal Consultant $5,000
Community Engagement $2,500
Fiscal Sponsorship Fee $6,000
Subtotal $13,500
Completion of Phase 2 End of April
Principal Consultant $5,000
Community Engagement $6,000
Outreach Materials $500
Community Organization Stipends $7,000
Graphic Notetaker $1,500
Subtotal $20,000
Completion of Phase 3 End of July
Principal Consultant $5,000
Community Engagement $1,500
Subtotal $6,500
Completion of Phase 4 October
Principal Consultant $10,000
Total $50,000
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 760
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: ________________________________________________ 7294 Independent Arts & Media Lashonda White [email protected] Independent Arts & Media PO BOX 420142 San Francisco, CA, 94142 [email protected] Lisa Burger Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 761
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, 7294 Independent Arts & Media
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_____________________________
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 exclusive 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 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.
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Contract No: ________ For the Contract between the City of Richmond and
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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 7294 Independent Arts & Media
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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 7294 Independent Arts & Media
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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 jointventure 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 subcontractors 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 7294 Independent Arts & Media
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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.
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.
7294 Independent Arts & Media
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Contract No: ________ For the Contract between the City of Richmond and
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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 7294 Independent Arts & Media
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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, 7294 Independent Arts & Media
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 769
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. 7294 Independent Arts & Media
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 770
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”):
7294 Independent Arts & Media
NONE
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 771
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
7294 Independent Arts & Media
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 772
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)
7294 Independent Arts & Media
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 773
___ Exhibit F
___ Section 8
City of Richmond Insurance Requirements – Type 5:

Vendors, Suppliers, Small Grant Recipients & Nonprofit
Organizations
Type 5 - Page 1 of 3
Revised: September 2011
In all instances where CONTRACTOR or its representatives will be conducting business and/or providing services to the City of Richmond (City), or will be awarded City of Richmond (City) funds to provide programs or services, the City requires the following MINIMUM insurance requirements and limits.

CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.

CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.

Original, signed certificates and original, separate policy endorsements, naming the City as an additional insured for general liability, as well as a waiver of subrogation for Workers’ Compensation insurance, shall be received and approved by the City before any work may begin. However, failure to do so shall not operate as a waiver of these insurance requirements.

City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.

Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy. The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR.

Minimum Scope of Insurance – the following forms shall be provided and coverage shall be at least as broad as the following:

1. Insurance Services Office Commercial General Liability coverage (ISO Occurrence Form CG 0001)

2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto)

3. Original and Separate Additional Insured Endorsements for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.

4. Workers’ Compensation insurance as required by the State of California including Employer’s Liability (for CONTRACTOR’s with employees);

5. Original and Separate Waiver of Subrogation for Workers’ Compensation Insurance.

6. Fidelity Bond/Crime Coverage – in an amount stipulated by City depending upon scope of contract.

Required Coverage Minimum Limits
Workers’ Compensation and
Employers’ Liability
Statutory limits as required by the State of California including $1 million Employers’ Liability per accident, per employee for bodily injury or disease.

If CONTRACTOR is self-insured, provide a certificate of Permission to SelfInsure, signed by the California Department of Industrial Relations and Self-Insurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” located at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$2,000,000 per occurrence for bodily injury, personal injury and property damage. If the policy includes a general aggregate, either the general aggregate shall apply separately to this project, service or location or the minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate).

Policy shall also include coverage for liability arising out of the use and operation of any City-owned or City-furnished equipment used or operated by the CONTRACTOR, its personnel, agents or subcontractors.

Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.

Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 774
___ Exhibit F
___ Section 8
City of Richmond Insurance Requirements – Type 5:

Vendors, Suppliers, Small Grant Recipients & Nonprofit
Organizations
Type 5 - Page 2 of 3
Revised: September 2011
Automobile Liability (If auto is
used.)
$1,000,000 per occurrence for bodily injury and property damage.

Fidelity Bond/Crime Coverage
(Applies if receiving City
funds.)
In an amount stipulated by City depending upon the scope of Contract. (Usually based upon the amount of money the Contractor is handling that could be embezzled over a period of time.)
Required Policy Conditions
Additional Insured Endorsement Applicable to General Liability Coverage.

The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured including bodily injury, deaths and property damage or destruction arising in any respect directly or indirectly in the performance of this contract.

ISO form CG 20 10 (11/85) or its equivalent is required. The endorsement must not exclude products and completed operations coverage. If it does, then CG 20 37 (10/01) is also required.

SAMPLE ENDORSEMENT can be found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

Waiver of Subrogation
Endorsement Form
Contractor’s insurer will provide a Waiver of Subrogation in favor of the City for Workers’ Compensation Insurance providing coverage during the life of this contract.

SAMPLE ENDORSEMENT can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61.

Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.

A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.

Deductibles and Self-Insured
Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At the option of the City either the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City or the contractor shall procure a financial guarantee in an amount equal to the deductible or self-insured retention guaranteeing payment of losses and related investigations, claims administration and defense expenses.

Contractor is responsible for satisfaction of the deductible and/or selfinsured retention for each loss.

Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverages and cover those insured in the underlying policies.

Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 775
___ Exhibit F
___ Section 8
City of Richmond Insurance Requirements – Type 5:

Vendors, Suppliers, Small Grant Recipients & Nonprofit
Organizations
Type 5 - Page 3 of 3
Revised: September 2011
Subcontractors
CONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review and approval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein.

CONTRACTOR agrees to defend and indemnify the City of Richmond for any damage resulting to it from failure of either CONTRACTOR or any subcontractor to take out or maintain the required insurance policies. The fact that insurance is obtained by CONTRACTOR, and/or CONTRACTOR’s subcontractors, will not be deemed to release or diminish the liability of CONTRACTOR, including, without limitation, liability under the indemnity provisions of this contract. Damages recoverable by CITY from CONTRACTOR or any third party will not be limited by the amount of the required insurance coverage.

Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin.

The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.

Original insurance certificates and required policy endorsements shall be mailed or delivered to the Designated Project Manager for the City of Richmond.

Insurance certificates and endorsements may be faxed to the Designated Project Manager. However, Contractor must mail the original certificates and endorsements to Designated Project Manager once faxed.

Continuous Coverage
CONTRACTOR shall maintain the required insurance for the life of the contract. Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City’s insurance requirements, the City may take such action as it deems necessary to protect the City’s interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.

If services or the scope of work extend beyond the expiration dates of the required insurance policies initially approved by the City, CONTRACTOR must provide updated certificates and endorsements indicating that the required coverage, terms and conditions are still in place. Renewal certificates and updated endorsements shall be mailed to the Designated Project Manager.

Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed except after thirty (30) days’ prior written notice has been given to the City.

Reporting Requirements
Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

Consistent with Public Policy
The insuring provisions, insofar as they may be judged to be against public policy shall be void and unenforceable only to the minimum extent necessary so that the remaining terms and provisions herein may be consistent with public policy and thus enforceable.

Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 776

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR LTR INSD WVD

PRODUCER CONTACT
NAME:

PHONE FAX (A/C, No, Ext): (A/C, No):

E-MAIL
ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $

PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG
OTHER: $

COMBINED SINGLE LIMIT
(Ea accident) $
ANY AUTO BODILY INJURY (Per person) $
OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $

HIRED NON-OWNED PROPERTY DAMAGE
AUTOS ONLY AUTOS ONLY (Per accident) $
$

OCCUR EACH OCCURRENCE
CLAIMS-MADE AGGREGATE $
DED RETENTION $

PER OTH- STATUTE ER
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
INDEP-1 OP ID: SD
11/08/2024
Stephanie Dufour
Dufour Insurance Services, LLC
5611 Littler Drive
Huntington Beach, CA 92649
Stephanie Dufour
714-369-2998 714-840-6357
[email protected]
Great American Insurance Group
Independent Arts & Media
PO Box 420442
San Francisco, CA 94142
A X 1,000,000
A X X PAC435784302 02/09/2024 02/09/2025 100,000
A X 02/09/2024 02/09/2025 5,000
A X 02/09/2024 02/09/2025 1,000,000
2,000,000
X 2,000,000
1,000,000
A 1,000,000
PAC435784302 02/09/2024 02/09/2025
X X
A X X 2,000,000
UMB435784202 02/09/2024 02/09/2025 2,000,000
X 10000
X PerOccurr
Certificate Holder is named as Additional Insured as respects the operations of Named Insured

City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
714-369-2998
37532
Abuse/PL
PAC435784302
PAC435784302
Professional Liab
Sexual Abuse
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 777
POLICY NUMBER: PAC435784302 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED – DESIGNATED PERSON OR

ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART.

SCHEDULE
Name of Person or Organization:

City of Richmond, its officers, agents, employees and volunteers (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)
WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in the Schedule as an insured but only with respect to liability arising out of your operations or premises owned by or rented to you.

Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 778
WLTR005

THE HARTFORD

BUSINESS SERVICE CENTER
3600 WISEMAN BLVD
SAN ANTONIO TX 78251 December 10, 2024
City of Richmond
450 CIVIC CENTER PLAZA
RICHMOND CA 94804
Account Information:

Policy Holder Details : Independent Arts and Media
Contact Us
Need Help?
Chat online or call us at
(866) 467-8730.

We're here Monday - Friday.

Enclosed please find a Certificate Of Insurance for the above referenced Policyholder. Please contact us if you have any questions or concerns.

Sincerely,
Your Hartford Service Team
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 779

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
12/10/2024

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATIONIS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER

LAMB INSURANCE SERVICES
57152169
1385 HWY 35 PMB 170
MIDDLETOWN NJ 07748
CONTACT NAME:

PHONE
(A/C, No, Ext):
(212) 375-3000 FAX
(A/C, No):

E-MAIL ADDRESS:

INSURER(S) AFFORDING COVERAGE NAIC#
INSURER A : Hartford Casualty Insurance Company 29424

INSURED

INDEPENDENT ARTS AND MEDIA
PO BOX 420442
SAN FRANCISCO CA 94142-0442
INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

INSR
LTR

TYPE OF INSURANCE ADDL
INSR
SUBR
WVD

POLICY NUMBER POLICY EFF
(MM/DD/YYYY)

POLICY EXP
(MM/DD/Y YYY)
LIMITS

COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE

CLAIMS-MADE OCCUR DAMAGE TO RENTED
PREMISES (Ea occurrence)
MED EXP (Any one person)

PERSONAL & ADV INJURY
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE
POLICY PROJECT

LOC PRODUCTS - COMP/OP AGG
OTHER:

AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT
(Ea accident)
ANY AUTO BODILY INJURY (Per person)

ALL OWNED
AUTOS

SCHEDULED
AUTOS BODILY INJURY (Per accident)
HIRED
AUTOS

NON-OWNED
AUTOS

PROPERTY DAMAGE
(Per accident)

UMBRELLA LIAB

EXCESS LIAB
OCCUR
CLAIMSMADE

EACH OCCURRENCE

AGGREGATE
DED RETENTION $
A

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
ANY

PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
N/ A X 57 WEC AC6CSR 01/08/2025 01/08/2026
X
PER

STATUTE
OTHER
Y/N E.L. EACH ACCIDENT $1,000,000
E.L. DISEASE -EA EMPLOYEE $1,000,000
E.L. DISEASE - POLICY LIMIT $1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. Waiver of Subrogation applies in favor of the Certificate Holder per Waiver of our Right to Recover from Others Endorsement WC040306 attached to this policy.

CERTIFICATE HOLDER CANCELLATION
City of Richmond
450 CIVIC CENTER PLAZA
RICHMOND CA 94804

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED

BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 780
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 781
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:
7294 Independent Arts & Media
Docusign Envelope ID: F2EE7523-D097-4019-AE6D-5D1143ED1A36 2/26/2025
Lisa Burger Executive Director
Independent Arts and Media
782
DocID #34720v1

CITY OF RICHMOND

CONTRACT AMENDMENT
The parties to this Contract Amendment do mutually agree and promise as follows:

1. Parties. The parties to this Contract Amendment are the City of Richmond, a public body corporate and politic, 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. Purpose. This Contract Amendment is being entered into to amend the following Contract between City and Contractor (list terms in effect on the date of initial Contract approval):

City Council Approval Date/City Manager Execution Date: ____________________________ Effective Date: ___________________; Termination Date: ____________________________ Payment Limit: ___________________.
[check box if applicable] The Contract was previously amended, as described in the amendment history attached to this Contract Amendment, and the terms and conditions of any amendments shall be deemed to be a part of the Contract.

3. Contract Provisions. The parties hereto agree to continue to abide by those terms and conditions of the Contract, including any amendments thereto, which are unaffected by this Contract Amendment, and which shall remain in full force and effect.

Department: City Project Manager:

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

Vendor No: Contract No:

Description of Services:

Amendment No. ___ modifies the (check all that apply):

Term Payment Limit Service Plan
Complete the Amendment History page if this Amendment is the 2nd or subsequent amendment.

Economic Development - Arts & Culture LaShonda White [email protected] (510) 620-6828 16127 Amendment to add additional community outreach and engagement for Phase 1 of the Arts Corridor project.
1 Independent Arts & Media P.O. Box 420142 San Francisco, CA 94142 Lisa Burger (415) 738-4975 [email protected] 40064851 October 1, 2024 January 1, 2025 December 31, 2025 50,000 783
DocID #34720v1 Modified January 14, 2025

4. Amendment Provisions. This Contract Amendment is subject to the Amendment Provisions attached hereto, which are incorporated herein by reference, and which control over any conflicting provisions of the Contract.

5. City of Richmond Business License Active Status Maintained. Pursuant to Municipal Code Section

7.04.030, the Contractor must maintain its City of Richmond business license for this Contract Amendment to be deemed to be in effect.

6. Insurance Coverage Updated and Maintained. Pursuant to the Contract, the Contractor shall provide the City with updated insurance certificates, and the Contractor shall maintain insurance coverage, for this Contract Amendment to be deemed to be in effect.

7. Authority; Counterparts; Signatures. Each of the signatories hereto represents and warrants that he or she has the authority to execute this Contract Amendment for the Party on whose behalf he or she is executing this Contract Amendment. This Contract Amendment may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. The Parties may rely on electronic or scanned signatures as originals. Delivery of an executed signature page of this Contract Amendment by electronic format (including pdf) shall be the same as delivery of an original executed signature page.

CITY OF RICHMOND,
a municipal corporation
By: ________________________________
Title: ______________________________
Date Signed: ________________________
I hereby certify that this Amendment has been
approved by the City Council or executed by the
City Manager.

By: _______________________________
City Clerk
Approved as to form:

By: _______________________________
City Attorney
[CONTRACTOR NAME]
(*If applicable, the Corporation Chairperson of the
Board, President, or Vice-President should sign
below.)
By: ____________________________________
Title: __________________________________
Date Signed: ____________________________
(*If applicable, the Corporation Chief Financial Officer or Assistant Treasurer, or Secretary or Assistant
Secretary should sign below.)
By: ___________________________________
Title: __________________________________
*(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation or
nonprofit organization, this Contract (1) should be
signed by the Chairperson of the Board, President
or Vice-President and the Chief Financial Officer
or Assistant Treasurer, or Secretary or Assistant
Secretary; (2) should have both signatures
conform to designated representative groups
pursuant to Corporations Code Section 313.)
Independent Arts & Media
784
DocID #34720v1 Modified January 14, 2025

AMENDMENT PROVISIONS (TERM, PAYMENT LIMIT AND/OR SERVICE PLAN) Check all that apply:

TERM

PAYMENT
LIMIT

SERVICE
PLAN
Paragraph 2 (Term) of the Contract is hereby amended to extend the Contract term. Paragraph 2 of the Contract is amended to read as follows:
"2. Term. The effective date of this Contract is
________________________________________________________ (Insert Contract Effective Date)
and it terminates
________________________________________________________. (Insert new Contract termination date)
unless sooner terminated as provided herein."
Paragraph 3 (Payment Limit) of the Contract is hereby amended to increase the payment limit by $__________________. Paragraph 3 of the Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $_____________________ including expenses."
“The City shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Council or executed by the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.” The Service Plan (Exhibit A) of the Contract is hereby amended to include the following tasks and/or services:
(Insert description of additional tasks/services. Use additional pages if necessary.) ■
January 1, 2025 June 30, 2026 ■ 15,000 65,000 ■
See attached scope of work
785
This First Amendment expands the Contractor’s obligations under the Richmond Arts Corridor Contract. These tasks supplement and strengthen the community engagement requirements and strategic planning phases described in the original Service Plan (Exhibit A). Contractor must integrate findings from this expanded scope into Phase 3 Analysis and Phase 4 Final Strategic Plan deliverables.

A. Expanded Corridor Canvassing (January)
These activities expand upon Task 5.1 (Canvass Businesses) and Task 5.3 (Canvassing Summary Report).

Tasks

1. Conduct additional canvassing of businesses, residents, artists, cultural spaces, and organizations along the Macdonald Avenue and 23rd Street corridors.

2. Distribute enhanced digital and printed outreach materials.

3. Document stakeholder input, outreach completion logs, and follow-up needs.

Deliverables
• Expanded Canvassing Summary Report with raw data and expanded geographic/sector coverage.

B. Targeted Focus Groups (January–February)
These activities supplement original listening session and engagement tasks (Tasks 8 and 9).

Tasks

1. Plan and facilitate six (6) targeted focus groups, including but not limited to:
o working artists
o cultural organizations
o residents
o youth
o corridor-serving businesses
o educators and community leaders

2. Provide community partner stipends, refreshments, and materials as needed.

3. Document findings and integrate into Strategic Plan analysis.

Deliverables
• Focus Group Summary Report detailing themes, participant demographics, and recommendations.
786
C. Outreach Materials & Communications
Expands Tasks 3.2–3.3 (developing materials in English and Spanish; conceptual framework visuals).

Tasks
• Prepare additional printed/digital materials to support outreach and explain the Arts Corridor and Cultural District concepts.
• Distribute materials through field outreach, community partners, and digital networks.

Deliverables
• Updated Outreach Materials Package (multilingual, print & digital).

D. Cultural District–Focused Engagement Activities
These activities advance Goals 1, 3, and 5 of the original contract by supporting assessment of cultural assets and long-term cultural district viability.

Tasks

1. Identify cultural institutions, informal art spaces, heritage sites, and cultural workers in the corridor.

2. Conduct interviews, mini-focus sessions, or surveys to collect feedback on potential Cultural District designation.

3. Document opportunities, challenges, and partnerships for district development.

Deliverables
• Cultural District Input Memo summarizing findings and integration recommendations.

E. Administration & Project Management
Tasks
• Maintain communication with the City Project Manager. • Prepare administrative reports, tracking documentation, and ensure proper financial coding.

Deliverables
• Administrative reports and supporting documentation accompanying invoices. 787
Richmond Arts
Corridor
Expanded Outreach
Scope of Work Direct Cost Item Costs Payment Schedule
Canvassing the
Corridor
January
- Direct outreach to local
businesses
Digital and Physical Materials
Costs $750.00 Upfront Costs January 1
- Flyering Residents and
neighborhoods Materials Costs $750.00
Admin Costs $90.00 Focus Group Sessions $2,100.00
Deliverable Canvassing
Summary Report Subtotal $840.00 Admin $1,602.00
Targeted
Focus Groups
January to February
Community Partner Stipend $350.00 Subtotal $4,452.00
Food and Refreshments Completion of Phase 1
Canvassing
Feb 15th
expected
invoice Subtotal (1 Session) $350.00 Completion of Canvassing January 31st How many focus groups 6 Kyndelle $2,500
Focus Group Sessions Total $2,100.00 Ratha $2,750
Deliverable Focus Group
Sessions Admin $263 Subtotal $5,250
Total $2,362.50
Completion of Phase 2
Focus Group Sessions
March 15th
Expected
Invoice
Project Labor Costs
Total Labor Costs
Complete Focus Group
Sessions February 28th
Ratha Project Manager $5,500.00 Deliverable Report March 15th Kyndelle Community Engagement $5,000.00 Kyndelle $2,500 Labor Subtotal $10,500.00 Ratha $2,750
Admin Costs $1,260.00 Subtotal $5,250
Subtotal $11,760.00
Subtotal $13,350.00 Invoice Schedule
Administrative Total Costs $1,602.00 January 1 $4,452.00 Grand Total $14,952.00 February 15th $5,250
Combined Total March 15th $5,250
Total $14,952.00
788

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December 16, 2025
Economic Development
DATE: December 16, 2025
TO: Mayor Martinez and Members of the City Council
FROM: Shasa Curl, City Manager
Gabino Arredondo, Project Manager
Nannette Beacham, Economic Development Director
Samantha Carr, Environmental Manager
Yahna Williamson, Management Analyst
SUBJECT: Health in all Policies (HiAP) 10 Year Report, 2025 FINANCIAL IMPACT: There is no financial impact on the General Fund.

PREVIOUS COUNCIL
ACTION:

April 15, 2014
December 15, 2015
September 29, 2020

STATEMENT OF THE
ISSUE:

On April 15, 2014, the Richmond City Council adopted
the Health in All Policies (HiAP) Strategy and Ordinance.

The ordinance requires a tri-annual report on the status of health equity in the City of Richmond and the progress of HiAP implementation. In partnership with U.C.

Berkeley and Center for Global Healthy Cities, a Health in All Policies 10-Year Report was created.

RECOMMENDED ACTION: RECEIVE the 2025 Richmond Health in all Policies (HiAP) 10-Year Report – Economic Development
Department (Yahna Williamson 510- 620-6574/Samantha
Carr 510-620-5407).

AGENDA
REPORT
789

Page 2 of 4 ends

December 16, 2025
DISCUSSION:

On April 15, 2014, the Richmond City Council unanimously adopted the Health in All Policies (HiAP) ordinance and strategy and on December 15, 2015, the ordinance was amended modifying the progress reporting period to tri-annually. The HiAP is an overarching framework to guide city policy, practices, and partnerships that promote health and well-being for all residents. Its alignment with the General Plan 2030 Health and Wellness Element ensures that health equity remains a guiding principle in City decision-making, reinforcing Richmond’s commitment to creating complete, sustainable neighborhoods that promote physical, mental, and environmental well-being for all residents. All Richmond residents should have the opportunity to make choices that allow them to live a long, healthy life, regardless of their job, neighborhood of residence, level of education, immigration status, sexual orientation, or ethnic background.

HiAP starts from the premise that health and well-being begin “upstream” in neighborhoods, schools, workplaces, and playgrounds, not a doctors’ office. While access to good quality, regular and affordable health care is essential and this helps with disease and injury management, too often however, it does not address upstream factors that lead to morbidity and mortality. What we know is that preventing disease, injury, stress, disability, and early death have to do with the factors in the built and social environment such as high-quality affordable housing, safe streets, good jobs, high performing schools, age-friendly parks and recreation spaces, cultural expression, and clean air. Three key ideas continue to shape Richmond’s approach to health equity:
(1) Structural Racism, (2) Toxic Stress, and (3) Targeted Universalism.

The HiAP ordinance, strategy, and reports focus on the six HiAP Intervention Areas:

Governance and Leadership, Economic Development and Education, Full Service and Safe Communities, Residential and Built Environment, Environmental Health and Justice, and Quality Accessible Health, Home, and Services. The HiAP 10-year report identifies metrics through program and department activities, population health indicators, and community perception of services and living conditions in Richmond.

The progress report uses the following methods for evaluation: interviews and focus groups, review of local health data, and survey data analysis.

Overall Trends
The following are brief highlights from the report. It is important to note the occurrence of the COVID-19 pandemic and its resulting impact on health equity in Richmond.

Governance and Leadership
 According to the Richmond Community Survey, 33 percent (%) of respondents believe the City does a good or excellent job at welcoming resident involvement in 2023, compared to 31 percent in 2013 (page 26).
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December 16, 2025
Economic Development & Education
 The ARPA Business Support Grant Program distributed $350,000 in funding to 48 small businesses, helping local entrepreneurs recover post-pandemic while strengthening Richmond’s economic base (page 34).
 Unemployment decreased over the past decade — from 11.8 percent in 2013 to 7 percent in 2023, reflecting improved access to jobs and training opportunities. (page 32).

Full Service and Safe Communities
 Richmond’s Office of Neighborhood Safety (ONS) has helped reduce gun violence to historic lows, saving lives, lowering trauma exposure, and improving residents’ sense of safety across neighborhoods, incomes, and racial/ethnic groups (page 42).

Residential & Built Environment
 The Homekey Program brought in $14.5 million in funding to acquire and convert a motel into 49 units of permanent supportive housing for unhoused and extremely low-income residents (page 52).
 In 2013, 53 percent of residents reported their neighborhood as good or excellent place to live, but 65 percent reported this in 2023 (page 53).

Environmental Health and Justice
 Richmond exceeded its 2030 solar goal five years early, with 2,736 residential solar systems installed since 2017, surpassing the target of 1,010 systems. This achievement has lowered household energy costs, created local green jobs, and reduced greenhouse gas emissions (page 58).
 The Richmond Rising Transformative Climate Communities (TCC) initiative secured $35 million in 2022 to fund neighborhood-level projects reducing GHG emissions and improving public health in the Iron Triangle, Santa Fe, and Coronado neighborhoods (page 63).

Quality & Accessible Health Homes & Services
 The percentage of Richmond adults without health insurance dropped from 22.9 percent in 2013 to 13 percent in 2022, reflecting improved access to affordable care and coverage through programs like Covered California (page 70).  The Senior Nutrition Program reopened in 2024, serving 350–400 meals per month, improving health outcomes and social connection among older adults (page 71).

SYNERGISTIC POLICIES:

The 2030 General Plan’s Community Health and Wellness Element provides a comprehensive policy foundation that aligns closely with the City’s HiAP framework.

Both emphasize addressing the social determinants of health—such as housing quality, environmental safety, access to parks and recreation, mobility, and economic opportunity—through integrated planning and policy development. 791

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December 16, 2025
A clear HiAP–related goal, policy, and action in the 2030 General Plan’s Community Health and Wellness Element is Goal HW11: Leadership in Building Healthy Communities.

This goal directly supports the HiAP framework through the following:
 Policy HW11.1 – Organizational Capacity for Change: Strengthen the City’s internal capacity to implement health-related policies and programs across departments, incorporating health and equity considerations into project reviews to maximize community benefits and reduce health impacts.  Policy HW11.2 – Monitoring and Tracking: Collaborate with Contra Costa Health Services and regional partners to track health outcomes, assess policy effectiveness, and communicate progress to the public.
 Action HW11.C – Health Tracking Program: Develop a City-wide program to measure health outcomes over time and consider publishing a Community Health Report Card to share progress with residents.

In addition, HiAP Strategy and Ordinance provide a synergistic framework integrated into the goals of the Climate Action Plan, Richmond Rising, and the Urban Greening Master Plan—all of which promote healthy, sustainable, and resilient communities through integrated planning, mobility, and environmental justice.

DOCUMENTS ATTACHED:

Attachment 1 – DRAFT Health in All Policies 10 Year Progress Report, 2025 792
December 16, 2025
Finance Department
DATE: December 16, 2025
TO: Mayor Martinez and Members of the City Council
FROM: Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Jerry Gurule, Accounting Manager
Antonio Banuelos, Accounting Manager
SUBJECT: Investment and Cash Balance Report, Monthly Overtime Reports, Documentary Transfer Tax Report, and Other
Post-Employment Benefits (OPEB) and Pension Report
for the Month of October 2025
FINANCIAL IMPACT: There is no fiscal impact for receiving this item.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

City staff is requesting that the City Council receive the City’s Investment and Cash Balance Report, Monthly
Overtime Reports, Documentary Transfer Tax Report,
and Other Post-Employment Benefits (OPEB) and
Pension Report for the month of October 2025.

RECOMMENDED ACTION: RECEIVE the City’s Investment and Cash Balance Report, Monthly Overtime Reports, Documentary
Transfer Tax Report, and Other Post-Employment
Benefits (OPEB) and Pension Report for the month of
October 2025 – Finance Department (Emily Combs 510-
620-6740).

AGENDA
REPORT
793
December 16, 2025
DISCUSSION:

Investment and Cash Balance Report
It is the policy of the City of Richmond (City) to invest public funds in a manner that prioritizes safety and liquidity over yield while meeting the daily cash flow demands of the City and conforming to all state and local statutes governing the investment of public funds. In accordance with California Government Code Section 53646 and the City’s Investment Policy, the Director of Finance shall report monthly on the City's pooled and Bond funds to the City Manager and City Council and shall report quarterly on other investments.

The Investment and Cash Balance Report is a monthly report of the City’s pooled cash balance, which includes General Fund, Special Revenue, Debt Service, Capital Projects, Enterprise, Internal Service, Trust & Agency, Redevelopment/Successor Agency, and any other Funds investment activities under the direction of the City (Attachment 1).

On June 24, 2025, the City officially awarded a contract to Meeder Public Funds, Inc. to provide investment management and advisory services. Meeder’s approach emphasizes diversification, asset allocation, and advanced risk mitigation techniques.

Meeder’s strategy focuses on the City’s cash flow needs to prioritize safety and liquidity.

These strategies are designed to safeguard the City’s principal investments, especially during periods of market volatility. Meeder’s approach ensures that our portfolio remains resilient and well-positioned to meet cash flow demands.

The Federal Reserve (i.e., Fed) lowered its benchmark interest rate by 0.25 percent at its October 29, 2025, meeting, bringing the target range to 3.75 percent – 4.00 percent. This marks the second rate cut of 2025 and continues a gradual shift toward easing monetary policy. While the decision was widely anticipated, the lack of consensus among Committee members highlights growing uncertainty around the pace of future cuts. Chair Jerome Powell noted that policy remains “moderately restrictive,” and that limited economic data—partly due to the government shutdown—may lead the Fed to slow the pace of additional reductions. The Fed also announced that its balance sheet reduction will conclude on December 1, 2025, a move intended to maintain ample liquidity in the banking system. The next Federal Open Market Committee (FOMC) meeting will be held on Wednesday, December 10, 2025.

Overtime Reports
The overtime reports for the month of October 2025 provides a comparative summary of budgeted overtime to actual overtime usage by department for miscellaneous and sworn staff. Year-over-year and month-over-month totals are included for sworn staff (Attachments 2 and 3).
794
December 16, 2025
Documentary Transfer Tax
On June 24, 2024, the City Council requested monthly updates of the Transfer Tax received by the City of Richmond from Contra Costa County for the sale of properties in Richmond. As this is the most volatile revenue stream for the City, the amounts received month-to-month can vary from as low as $300,000 to upwards of $7 million – a few large sales can widely swing the revenues.

In November 2025, the City received the documentary transfer tax data report from the County, which identified that the tax revenue for October 2025 would total $479,573 (Attachment 4).

Other Post-Employment Benefits (OPEB) & Pension Report
The City is permitted to pre-fund its future Pension and Other Post-Employment Benefits (OPEB) costs in accordance with the OPEB policies. These funds are invested following the policies’ funding objectives and guidelines. The City manages a Section 115 Combination Trust for City-OPEB & Pension administered by Public Agency Retirement Services (PARS) and a California Employers’ Retiree Benefit Trust (CERBT) administered by California Public Employees’ Retirement System (CalPERS) for Richmond Police Officers Association (RPOA)-OPEB. Each Trust contains a diversified portfolio of investments consistent with the objectives and liquidity requirements of the Trust.

On April 22, 2025, the City Manager requested monthly updates to the City Council on the returns of the OPEB and Pension accounts. The City operates two OPEB plans: the RPOA Plan administered by CalPERS in a California Employers’ Retiree Benefit Trust (CERBT), and the City Plan administered by Public Agency Retirement Services (PARS). In May 2024, PARS was also assigned to administer the Pension account. The City receives monthly account statements for the PARS accounts, while the CalPERS account statement is received quarterly. As these statements are received after the period closes, the amounts are reported on a delayed timeframe.

In September 2025, the PARS OPEB account reported a gain of $1,307,158 for a rate of 2.25 percent. The 3-month return rate is 4.90 percent, and the annualized return rate for Fiscal Year (FY) 2025-26 will be calculated at 6 months of activity. The PARS Pension account reported a gain of $145,448, for a rate of 2.65 percent. The 3-month return rate is 5.37 percent, and the annualized return rate for FY 2025-26 will be calculated at 6 months of activity.

In September 2025, the CalPERS CERBT account reported quarterly earnings of $666,624, for a 3-month return rate of 4.82 percent, and the annualized return rate for FY 2025-26 will be calculated at 2 quarters of activity (Attachment 5). 795
December 16, 2025
DOCUMENTS ATTACHED:

Attachment 1 – Investment and Cash Balance Report for October 2025 Attachment 2 – Overtime Report for October 2025
Attachment 3 – Overtime Public Safety Report for October 2025 Attachment 4 – Documentary Transfer Tax Report for October 2025 Attachment 5 – Other Post-Employment Benefits and Pension Report for October 2025 796
Finance Department – Treasury Division

M E M O R A N D U M
To: Mayor and Members of the City Council
From: Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Jerry Gurule, Accounting Manager
Antonio Banuelos, Accounting Manager
Date: December 16, 2025
Subject: MONTHLY CASH BALANCES & INVESTMENT REPORT –
October 2025
Enclosed for your information are the Investment Report, Portfolio Summary, and Comparative Cash Report for the month of October 2025 prepared by the City Treasurer pursuant to the statutory requirements of the State of California.

It is the policy of the City of Richmond (City) to invest public funds in a manner which prioritizes safety and liquidity over yield while meeting the daily cash flow demands of the City and conforming to all state and local statutes governing the investment of public funds. In accordance with California Government Code Section 53646 and the City’s Investment Policy, the Director of Finance shall report monthly on the City's pooled and Bond funds to the City Manager and City Council and shall report quarterly on other investments.
797
798
799
800
801
802
803
804
805
806
807
808
809
810
Overtime Report for October 2025 (Attachment 2)
PERIOD 4, OCTOBER 2025
33%
Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT GENERAL FUND (summary)400031 OVERTIME/General 2,346,051 8,000 2,354,051 781,974 1,572,078 33%400032 OVERTIME/Sworn 11,465,610 - 11,465,610 4,317,032 7,148,578 38%TOTAL GENERAL FUND 13,811,661 8,000 13,819,661 5,099,005 8,720,656 37% Overtime By Department
CITY CLERK Administration 25,000 - 25,000 5,288 19,712 21%COMMUNITY DEVELOPMENTGeneral Plan Code Enforcement 40,000 - 40,000 2,863 37,137 7%FINANCEAdministration - - - 1 (1) 100%Payroll 28,000 - 28,000 6,949 21,051 25%Accounts Payable - - - 157 (157) 100%Revenue Collection 5,000 - 5,000 112 4,888 2%TOTAL FINANCE 33,000 - 33,000 7,219 25,782 22%HUMAN RESOURCESAdministration - - - 522 (522) 100%POLICE Administration 583,083 - 583,083 192,122 390,961 33%CAD Dispatch System 1,024,059 - 1,024,059 357,286 666,773 35%RM System 4,000 - 4,000 5,637 (1,637) 141%Parking Enforcement 15,000 - 15,000 6,106 8,894 41%Sworn Administration 6,983,641 - 6,983,641 2,791,963 4,191,678 40%TOTAL POLICE 8,609,783 - 8,609,783 3,353,114 5,256,669 39%FIRE Administration 5,000 - 5,000 854 4,146 17%Sworn Suppression 4,452,872 - 4,452,872 1,488,162 2,964,710 33%Sworn Prevention 29,097 - 29,097 8,069 21,028 28%Sworn Training - - - 28,838 (28,838) 100%TOTAL FIRE 4,486,969 - 4,486,969 1,525,922 2,961,047 34%OFFICE OF NEIGHBORHOOD SAFETYAdministration 40,000 - 40,000 817 39,183 2%

Page 1 of 3 ends

811
Overtime Report for October 2025 (Attachment 2)
33%
Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT Re-Imagining - - - 440 (440) 100%TOTAL ONS 40,000 - 40,000 1,257 38,743 3%PUBLIC WORKS & ENGINEERING SVCSAdministration - 8,000 8,000 3,059 4,941 38%Engineering Services 2,800 - 2,800 888 1,912 32%Stationary Engineers 15,000 - 15,000 5,013 9,987 33%Building Services 5,000 - 5,000 1,548 3,452 31%Utility Sections 100,000 - 100,000 16,042 83,958 16%Electric 25,000 - 25,000 18,474 6,526 74%Parks & Landscape Admin 200,000 - 200,000 69,453 130,547 35%Street Sweeping 1,100 - 1,100 - 1,100 0%Pavement Maintenance 56,447 - 56,447 33,203 23,244 59%Traffic Signs & Lines 15,000 - 15,000 9,287 5,713 62%Equipment Services 20,000 - 20,000 533 19,467 3%Abatement Services 50,000 - 50,000 24,085 25,915 48%TOTAL PUBLIC WORKS 490,347 8,000 498,347 181,586 316,761 36%LIBRARYLibrary Administration 25,000 - 25,000 2,110 22,890 8%COMMUNITY SERVICES Recreation Services/Cities of Service - - - 134 (134) 100%Recreation Administration 400 - 400 5,107 (4,707) 1277%Booker T Center 100 - 100 104 (4) 104%Nevin Center 200 - 200 5 195 2%Shields Reid 200 - 200 451 (251) 226%Recreation Complex 2,000 - 2,000 912 1,088 46%Parchester Center 700 - 700 47 653 7%May Valley Center 700 - 700 677 23 97%Recreation DPRC 750 - 750 - 750 0%Senior Center 200 - 200 1 199 0%Senior Center Annex 300 - 300 - 300 0%Aquatics 5,000 - 5,000 2,136 2,864 43%Convention Center 4,512 - 4,512 7,380 (2,868) 164%Plunge 3,500 - 3,500 493 3,007 14%TOTAL COMMUNITY SERVICES 18,562 - 18,562 17,447 1,115 94%ECONOMIC DEVELOPMENT PROGRAMAdministration 1,000 - 1,000 3 997 0%Public Art 2,000 - 2,000 1,674 326 84%TOTAL ECONOMIC DEVELOPMENT 3,000 - 3,000 1,677 1,323 56%

Page 2 of 3 ends

812
Overtime Report for October 2025 (Attachment 2)
33%
Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT Community Crisis Response Program Administration 40,000 - 40,000 - 40,000 0% TOTAL GENERAL FUND 13,811,661 8,000 13,819,661 5,099,004 8,720,657 37% NON-GENERAL FUND Overtime By Fund
1012 HILLTOP LANDSCAPE MAINT DIST 20,000 - 20,000 4,386 15,614 22% 1015 MARINA BAY LNDSCP & LIGHT DIST 26,312 - 26,312 9,986 16,326 38% 1018 RENT PROGRAM 3,750 - 3,750 514 3,236 14% 1050 CR-PLANNING & BUILDING 9,500 - 9,500 - 9,500 0% 1050 CR-PLANNING & BUILDING 15,000 - 15,000 26 14,974 0% 1055 ENCROACHMENT SVCS 50,000 - 50,000 458 49,542 1% -
1205 EMPLOYMENT & TRAINING - 796 (796) 100% 1303 KIDS FIRST INITIATIVE 5,000 - 5,000 570 4,430 11% 4001 PORT OF RICHMOND 1,000 - 1,000 - 1,000 0% 4003 WASTEWATER ADMINISTRATION 30,000 - 30,000 5,818 24,182 19% 4003 WASTEWATER PRE-TREATMENT 25,000 50,000 75,000 24,187 50,813 32%4006 STORMWATER 2,500 4,000 6,500 2,687 3,813 41%4404 RHA-NEVIN PLAZA - - - 191 (191) 100%4405 RHA-NYSTROM VILLAGE 12,000 - 12,000 800 11,200 7%5001 INSURANCE RESERVES - - - 106 (106) 100%TOTAL NON-GENERAL FUNDS 200,062 54,000 254,062 50,525 203,537 20%

Page 3 of 3 ends

813
Overtime Public Safety Report for October 2025 (Attachment 3) City of RichmondPublic Safety Sworn OvertimeFund: 0001 - General Fund Period 1 2 3 4 5 6 7 8 9 10 11 12 Average
Month July August September October November December January February March April May June YTD YTD Remaining Monthly Target % 8% 17% 25% 33% 42% 50% 58% 67% 75% 83% 92% 100% Total $ Total % Budget Expense

ORIGINAL
BUDGET

REVISED
BUDGET
FY2018-19 Overtime - Sworn 3,433,019 3,433,019 482,143 537,369 655,866 437,794 524,577 430,398 367,322 512,595 422,587 497,767 536,209 505,966 5,910,592 172.2% (2,477,573) 492,549.37FY2019-20 Overtime - Sworn 5,000,000 4,800,000 473,963 469,392 491,205 509,931 449,751 473,935 390,897 498,501 501,383 479,696 560,031 439,159 5,737,844 119.5% (937,844) 478,153.64FY2020-21 Overtime - Sworn 2,497,290 3,533,043 275,202 246,822 296,775 382,618 306,787 278,293 205,529 303,631 307,092 357,284 323,537 368,366 3,651,935 103.4% (118,892) 304,327.96FY2021-22 Overtime - Sworn 5,165,434 5,165,434 379,016 408,253 487,481 423,830 333,006 307,152 255,420 330,788 314,524 336,044 304,989 366,419 4,246,922 82.2% 918,512 353,910.14 POLICE FY2022-23 Overtime - Sworn 5,165,435 4,800,000 373,491 355,649 399,628 355,866 377,889 401,964 396,783 474,403 463,499 416,775 496,542 449,394 4,961,883 103.4% (161,883) 413,490.26 FY2023-24 Overtime - Sworn 4,800,000 6,708,965 487,105 925,716 477,693 462,417 470,347 531,204 424,452 626,680 478,293 593,735 568,535 588,097 6,634,274 98.9% 74,691 552,856.16FY2024-25 Overtime - Sworn 6,708,965 6,708,965 560,788 543,814 584,028 590,943 580,286 631,961 492,367 662,199 566,326 603,150 720,953 680,661 7,217,477 107.6% (508,512) 601,456.40FY2025-26 Overtime - Sworn 6,983,641 6,983,641 614,222 750,224 711,221 716,296 40.0% 4,191,678 2,791,963 697,990.73FY2018-19 Overtime - Sworn 2,509,914 2,509,914 257,785 245,946 179,272 171,370 219,937 204,997 261,780 216,596 196,343 310,702 220,368 275,166 2,760,261 110.0% (250,347) 230,021.77FY2019-20 Overtime - Sworn 4,305,402 2,509,914 295,166 277,886 286,016 300,083 332,654 382,084 347,492 328,467 350,709 302,505 264,571 325,335 3,792,969 151.1% (1,283,055) 316,080.74FY2020-21 Overtime - Sworn 1,993,165 3,193,165 398,678 380,282 417,982 393,922 267,819 345,928 341,403 305,081 172,961 261,923 263,518 286,039 3,835,537 120.1% (642,372) 319,628.09FY2021-22 Overtime - Sworn 3,629,097 4,334,499 334,236 434,974 358,578 358,251 352,789 327,832 448,493 410,429 297,215 355,475 725,409 438,807 4,842,489 111.7% (507,990) 403,540.77 FIRE FY2022-23 Overtime - Sworn 4,334,499 4,334,499 444,959 444,457 414,638 401,115 402,116 379,882 443,531 475,560 339,814 398,079 369,477 435,057 4,948,685 114.2% (614,186) 412,390.41 FY2023-24 Overtime - Sworn 4,482,969 5,135,869 524,969 473,094 348,296 346,854 363,759 315,266 363,100 382,930 381,442 417,762 431,523 357,820 4,706,814 91.6% 429,055 392,234.47FY2024-25 Overtime - Sworn 4,481,969 4,481,969 367,801 375,737 425,984 419,101 462,309 358,764 366,579 356,872 395,710 496,072 499,221 510,985 5,035,136 112.3% (553,167) 419,594.68FY2025-26 Overtime - Sworn 4,481,969 4,481,969 597,372 381,730 262,916 283,051 34.0% 2,956,900 1,525,069 381,267.16 FY2025-26 TOTAL 11,465,610 11,465,610 1,211,594 1,131,954 974,136 999,347 - - - - - - - - 4,317,032 37.7% 7,148,578 1,079,257.90

BUDGET ACTUALS TOTAL

Page 1 of 1 ends

814
Documentary Transfer Tax
The City of Richmond receives Documentary Transfer Tax from the County for the sale of properties in Richmond. As one of the most volatile revenue streams for the City, the amounts received can vary month-to-month from the low $300 thousand to the highs of $7 million. A few large sales can widely swing the revenues.

In FY2023-24, the City budgeted $13.3 million for the Transfer Tax category and received $8.6 million, equating to a difference of $4.7 million.

In FY2024-25, the City budgeted $7.4 million. The difference between the budgeted amounts in these two years is that in the FY2024-25 budget, staff did not include property sales of over $10 million in the formula. These few unpredictable transactions skew the monthly sales figures.

For FY2025-26, the City budgeted $13.6 million following the Guiding Fiscal Policy formula.

As a reminder, Measure H, approved by Richmond voters in November 2018, went into effect at the end of December 2018. Measure H increased the real estate transfer tax from 0.7 percent to 1.25 percent for properties with a sale price of over $1 million but below $3 million, 2.5 percent for properties with a sale price between $3 - $10 million, and

3.0 percent for properties with a sale price over $10 million.

The table below shows each monthly payment going back to FY2018-19 and highlights the volatility of this revenue stream. Of note are the very high payments received in certain months which are shown as significant peaks.

Attachment 4 - Documentary Transfer Tax for October 2025 Page 815
1 of 5
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Recorder (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
11/06/2025 17:02
For Month: October 2025
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
For Richmond
2025-0102441 10/01/2025 08:09 10/01/2025 08:09:00 $4,655.00 $731.50 $5,386.50 Main Office 2025-0102452 10/01/2025 08:15 10/01/2025 08:15:00 $3,850.00 $605.00 $4,455.00 Main Office 2025-0102726 10/01/2025 10:57 10/01/2025 10:57:00 $3,010.00 $473.00 $3,483.00 Main Office 2025-0102742 10/01/2025 11:05 10/01/2025 11:05:00 $3,605.00 $566.50 $4,171.50 Main Office 2025-0103067 10/02/2025 08:30 10/02/2025 08:30:00 $2,100.00 $330.00 $2,430.00 Main Office 2025-0103251 10/02/2025 11:03 10/02/2025 11:03:00 $3,675.00 $577.50 $4,252.50 Main Office 2025-0103347 10/02/2025 13:06 10/02/2025 13:06:00 $6,125.00 $962.50 $7,087.50 Main Office 2025-0103383 10/02/2025 13:40 10/02/2025 13:40:00 $3,493.00 $548.90 $4,041.90 Main Office 2025-0103428 10/02/2025 14:29 10/02/2025 14:29:00 $6,216.00 $976.25 $7,192.25 Main Office 2025-0103435 10/02/2025 14:46 10/02/2025 14:46:00 $5,068.00 $795.85 $5,863.85 Main Office 2025-0103502 10/03/2025 08:49 10/03/2025 08:49:00 $6,986.00 $1,097.80 $8,083.80 Main Office 2025-0103671 10/03/2025 10:44 10/03/2025 10:44:00 $3,248.00 $510.40 $3,758.40 Main Office 2025-0103704 10/03/2025 11:20 10/03/2025 11:20:00 $4,333.00 $680.35 $5,013.35 Main Office 2025-0103775 10/03/2025 12:07 10/03/2025 12:07:00 $1,974.00 $310.20 $2,284.20 Main Office 2025-0103906 10/03/2025 14:47 10/03/2025 14:47:00 $3,605.00 $566.50 $4,171.50 Main Office 2025-0104007 10/06/2025 08:02 10/06/2025 08:02:00 $15,000.00 $1,320.00 $16,320.00 Main Office 2025-0104248 10/06/2025 11:22 10/06/2025 11:22:00 $6,125.00 $962.50 $7,087.50 Main Office 2025-0104268 10/06/2025 11:33 10/06/2025 11:33:00 $6,160.00 $968.00 $7,128.00 Main Office 2025-0104311 10/06/2025 12:16 10/06/2025 12:16:00 $1,470.00 $231.00 $1,701.00 Main Office 2025-0104349 10/06/2025 13:00 10/06/2025 13:00:00 $5,957.00 $936.10 $6,893.10 Main Office 2025-0104434 10/06/2025 15:00 10/06/2025 15:00:00 $5,425.00 $852.50 $6,277.50 Main Office 2025-0104540 10/07/2025 08:10 10/07/2025 08:10:00 $2,800.00 $440.00 $3,240.00 Main Office 2025-0104749 10/07/2025 10:58 10/07/2025 10:58:00 $4,557.00 $716.10 $5,273.10 Main Office 2025-0105338 10/08/2025 09:58 10/08/2025 09:58:00 $3,220.00 $506.00 $3,726.00 Main Office Attachment 4 - Documentary Transfer Tax for October 2025 Page 816
2 of 5
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Recorder (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
11/06/2025 17:02
For Month: October 2025
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2025-0105972 10/09/2025 10:56 10/09/2025 10:56:00 $5,208.00 $817.85 $6,025.85 Main Office 2025-0106065 10/09/2025 13:09 10/09/2025 13:09:00 $2,660.00 $418.00 $3,078.00 Main Office 2025-0106102 10/09/2025 14:09 10/09/2025 14:09:00 $5,145.00 $808.50 $5,953.50 Main Office 2025-0106334 10/10/2025 08:49 10/10/2025 08:49:00 $3,780.00 $594.00 $4,374.00 Main Office 2025-0106505 10/10/2025 10:57 10/10/2025 10:57:00 $6,020.00 $946.00 $6,966.00 Main Office 2025-0106536 10/10/2025 11:35 10/10/2025 11:35:00 $12,812.50 $1,127.50 $13,940.00 Main Office 2025-0106625 10/10/2025 14:07 10/10/2025 14:07:00 $3,836.00 $602.80 $4,438.80 Main Office 2025-0106757 10/10/2025 15:45 10/10/2025 15:45:00 $12,500.00 $1,100.00 $13,600.00 Main Office 2025-0106850 10/13/2025 08:09 10/13/2025 08:09:00 $6,545.00 $1,028.50 $7,573.50 Main Office 2025-0106891 10/13/2025 08:52 10/13/2025 08:52:00 $5,593.00 $878.90 $6,471.90 Main Office 2025-0107482 10/14/2025 11:54 10/14/2025 11:54:00 $6,580.00 $1,034.00 $7,614.00 Main Office 2025-0107710 10/14/2025 15:15 10/14/2025 15:15:00 $4,620.00 $726.00 $5,346.00 Main Office 2025-0107871 10/15/2025 08:48 10/15/2025 08:48:00 $6,265.00 $984.50 $7,249.50 Main Office 2025-0108207 10/15/2025 11:37 10/15/2025 11:37:00 $2,996.00 $470.25 $3,466.25 Main Office 2025-0108467 10/15/2025 12:59 10/15/2025 12:59:00 $4,900.00 $770.00 $5,670.00 Main Office 2025-0108666 10/16/2025 08:14 10/16/2025 08:14:00 $2,730.00 $429.00 $3,159.00 Main Office 2025-0108811 10/16/2025 10:09 10/16/2025 10:09:00 $980.00 $154.00 $1,134.00 Main Office 2025-0108817 10/16/2025 10:14 10/16/2025 10:14:00 $5,775.00 $907.50 $6,682.50 Main Office 2025-0108898 10/16/2025 11:41 10/16/2025 11:41:00 $6,020.00 $946.00 $6,966.00 Main Office 2025-0108939 10/16/2025 13:02 10/16/2025 13:02:00 $6,020.00 $946.00 $6,966.00 Main Office 2025-0109086 10/16/2025 15:56 10/16/2025 15:56:00 $3,885.00 $610.50 $4,495.50 Main Office 2025-0109119 10/17/2025 07:44 10/17/2025 07:44:00 $4,970.00 $781.00 $5,751.00 Main Office 2025-0109132 10/17/2025 08:02 10/17/2025 08:02:00 $3,815.00 $599.50 $4,414.50 Main Office 2025-0109347 10/17/2025 09:19 10/17/2025 09:19:00 $3,780.00 $594.00 $4,374.00 Main Office 2025-0109407 10/17/2025 10:03 10/17/2025 10:03:00 $4,025.00 $632.50 $4,657.50 Main Office 2025-0109433 10/17/2025 10:30 10/17/2025 10:30:00 $6,580.00 $1,034.00 $7,614.00 Main Office Attachment 4 - Documentary Transfer Tax for October 2025 Page 817
3 of 5
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Recorder (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
11/06/2025 17:02
For Month: October 2025
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2025-0109464 10/17/2025 10:52 10/17/2025 10:52:00 $5,460.00 $858.00 $6,318.00 Main Office 2025-0110067 10/20/2025 12:52 10/20/2025 12:52:00 $4,550.00 $715.00 $5,265.00 Main Office 2025-0110244 10/20/2025 15:42 10/20/2025 15:42:00 $3,920.00 $616.00 $4,536.00 Main Office 2025-0110546 10/21/2025 11:41 10/21/2025 11:41:00 $4,270.00 $671.00 $4,941.00 Main Office 2025-0110642 10/21/2025 12:23 10/21/2025 12:23:00 $5,145.00 $808.50 $5,953.50 Main Office 2025-0110875 10/21/2025 14:45 10/21/2025 14:45:00 $4,200.00 $660.00 $4,860.00 Main Office 2025-0111393 10/22/2025 11:04 10/22/2025 11:04:00 $6,965.00 $1,094.50 $8,059.50 Main Office 2025-0111454 10/22/2025 11:41 10/22/2025 11:41:00 $5,110.00 $803.00 $5,913.00 Main Office 2025-0111565 10/22/2025 13:45 10/22/2025 13:45:00 $2,800.00 $440.00 $3,240.00 Main Office 2025-0111773 10/23/2025 08:45 10/23/2025 08:45:00 $3,549.00 $557.70 $4,106.70 Main Office 2025-0111780 10/23/2025 08:49 10/23/2025 08:49:00 $3,766.00 $591.25 $4,357.25 Main Office 2025-0111869 10/23/2025 10:40 10/23/2025 10:40:00 $5,075.00 $797.50 $5,872.50 Main Office 2025-0111873 10/23/2025 10:45 10/23/2025 10:45:00 $3,507.00 $551.10 $4,058.10 Main Office 2025-0111919 10/23/2025 11:52 10/23/2025 11:52:59 $280.00 $44.00 $324.00 Main Office 2025-0111921 10/23/2025 12:06 10/23/2025 12:06:00 $4,620.00 $726.00 $5,346.00 Main Office 2025-0111950 10/23/2025 12:46 10/23/2025 12:46:00 $5,173.00 $812.90 $5,985.90 Main Office 2025-0111963 10/23/2025 13:07 10/23/2025 13:07:00 $4,935.00 $775.50 $5,710.50 Main Office 2025-0112014 10/23/2025 14:02 10/23/2025 14:02:00 $3,325.00 $522.50 $3,847.50 Main Office 2025-0112099 10/23/2025 15:11 10/23/2025 15:11:00 $4,830.00 $759.00 $5,589.00 Main Office 2025-0112273 10/24/2025 09:29 10/24/2025 09:29:00 $4,270.00 $671.00 $4,941.00 Main Office 2025-0112424 10/24/2025 11:33 10/24/2025 11:33:00 $6,125.00 $962.50 $7,087.50 Main Office 2025-0113020 10/27/2025 14:49 10/27/2025 14:49:00 $3,325.00 $522.50 $3,847.50 Main Office 2025-0113452 10/28/2025 10:10 10/28/2025 10:10:00 $13,312.50 $1,171.50 $14,484.00 Main Office 2025-0113538 10/28/2025 10:55 10/28/2025 10:55:00 $6,300.00 $990.00 $7,290.00 Main Office 2025-0113541 10/28/2025 10:56 10/28/2025 10:56:00 $3,850.00 $605.00 $4,455.00 Main Office 2025-0113599 10/28/2025 12:12 10/28/2025 12:12:00 $3,605.00 $566.50 $4,171.50 Main Office Attachment 4 - Documentary Transfer Tax for October 2025 Page 818
4 of 5
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Recorder (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
11/06/2025 17:02
For Month: October 2025
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2025-0113616 10/28/2025 12:29 10/28/2025 12:29:00 $4,375.00 $687.50 $5,062.50 Main Office 2025-0113702 10/28/2025 14:26 10/28/2025 14:26:00 $4,585.00 $720.50 $5,305.50 Main Office 2025-0113744 10/28/2025 14:48 10/28/2025 14:48:00 $2,835.00 $445.50 $3,280.50 Main Office 2025-0113749 10/28/2025 14:51 10/28/2025 14:51:00 $4,760.00 $748.00 $5,508.00 Main Office 2025-0113833 10/28/2025 16:18 10/28/2025 16:18:00 $4,410.00 $693.00 $5,103.00 Main Office 2025-0113865 10/28/2025 16:35 10/28/2025 16:35:00 $4,900.00 $770.00 $5,670.00 Main Office 2025-0114095 10/29/2025 08:46 10/29/2025 08:46:00 $2,800.00 $440.00 $3,240.00 Main Office 2025-0114496 10/29/2025 12:44 10/29/2025 12:44:00 $3,780.00 $594.00 $4,374.00 Main Office 2025-0114520 10/29/2025 13:02 10/29/2025 13:02:00 $14,250.00 $1,254.00 $15,504.00 Main Office 2025-0114524 10/29/2025 13:04 10/29/2025 13:04:00 $1,911.00 $300.30 $2,211.30 Main Office 2025-0114542 10/29/2025 13:26 10/29/2025 13:26:00 $3,675.00 $577.50 $4,252.50 Main Office 2025-0122342 10/30/2025 09:23 10/30/2025 09:23:00 $2,100.00 $330.00 $2,430.00 Main Office 2025-0122351 10/30/2025 09:30 10/30/2025 09:30:00 $6,230.00 $979.00 $7,209.00 Main Office 2025-0123047 10/31/2025 10:26 10/31/2025 10:26:00 $5,600.00 $880.00 $6,480.00 Main Office 2025-0123055 10/31/2025 10:30 10/31/2025 10:30:00 $3,654.00 $573.65 $4,227.65 Main Office 2025-0123069 10/31/2025 10:35 10/31/2025 10:35:00 $13,125.00 $1,155.00 $14,280.00 Main Office 2025-0123117 10/31/2025 10:57 10/31/2025 10:57:00 $5,705.00 $896.50 $6,601.50 Main Office 2025-0123183 10/31/2025 11:41 10/31/2025 11:41:00 $6,601.00 $1,037.30 $7,638.30 Main Office 2025-0123194 10/31/2025 11:44 10/31/2025 11:44:00 $5,726.00 $899.25 $6,625.25 Main Office 2025-0123315 10/31/2025 14:18 10/31/2025 14:18:00 $2,800.00 $440.00 $3,240.00 Main Office 2025-0123437 10/31/2025 16:11 10/31/2025 16:11:00 $2,786.00 $437.80 $3,223.80 Main Office Total For Richmond $479,573.00 $69,756.50 $549,329.50
Attachment 4 - Documentary Transfer Tax for October 2025 Page 819
5 of 5
OPEB and Pension Returns for October 2025 (Attachment 5) Account Frequency Beg. Balance Contributions Interest Gain(Loss) Fees End Balance Rate PARS-OPEB Monthly 58,025,863.41 0.00 1,307,158.45 (15,653.88) 59,317,367.98 2.25% FY 2018 6.60%
FY 2019 6.77%
FY 2020 3.62%
FY 2021 26.76%
FY 2022 -13.72%
FY 2023 9.49%
FY 2024 13.37%
FY 2025 10.49%
Annualized Returns
City of Richmond
City of Richmond Finance Department
PARS-OPEB Summary 450 Civic Center Plaza
Period Ending September 30, 2025 Richmond, CA 94804
(510) 620-6740
-1.91%

3.40%
-2.63%

2.07%

0.41%
-2.83%

0.31%

2.81%

3.17%

0.68%

1.90%

2.25%

1.25%

2.86%
-1.24%

2.76%
-0.21%
-0.41%
-2.13%

0.21%

6.40%

6.79%

5.85%

4.90%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%
Oct-24
FY2025
Nov-24
FY2025
Dec-24
FY2025
Jan-25
FY2025
Feb-25
FY2025
Mar-25
FY2025
Apr-25
FY2025
May-25
FY2025
Jun-25
FY2025
Jul-25
FY2026
Aug-25
FY2026
Sep-25
FY2026
PARS-OPEB Return Rates
1-Month Return
3-Month Return

Page 1 of 3 ends

OPEB and Pension Returns for October 2025 (Attachment 5) Account Frequency Beg. Balance Contributions Interest Gain(Loss) Fees End Balance Rate PARS-Pension Monthly 5,492,288.75 0.00 145,448.27 (1,483.60) 5,636,253.42 2.65% FY 2025 7.68%
Annualized Returns
City of Richmond
City of Richmond Finance Department
PARS-Pension Summary 450 Civic Center Plaza
Period Ending September 30, 2025 Richmond, CA 94804
(510) 620-6740
-2.17%

2.21%
-2.11%

1.36% 1.29%
-1.42%

0.31%

1.13%

2.40%

0.17%

2.48%

2.65%

1.91% 1.33%
-2.12%

1.41%

0.50%

1.21%

0.16% 0.29%

3.88%

3.73%

5.12%

5.37%
-3.00%
-2.00%
-1.00%

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%
Oct-24
FY2025
Nov-24
FY2025
Dec-24
FY2025
Jan-25
FY2025
Feb-25
FY2025
Mar-25
FY2025
Apr-25
FY2025
May-25
FY2025
Jun-25
FY2025
Jul-25
FY2026
Aug-25
FY2026
Sep-25
FY2026
PARS-Pension Return Rates
1-Month Return
3-Month Return

Page 2 of 3 ends

OPEB and Pension Returns for October 2025 (Attachment 5) Account Frequency Beg. Balance Disbursements Contributions Interest Gain(Loss) Fees End Balance Rate CalPERS-CERBT Quarterly 13,832,776.52 (302,613.16) 14,850.00 666,624.09 (2,458.45) 14,209,179.00 4.82% FY 2020 5.97%
FY 2021 20.47%
FY 2022 -12.60%
FY 2023 3.81%
FY 2024 8.69%
FY 2025 10.74%
Annualized Returns
City of Richmond
City of Richmond Finance Department
CalPERS-CERBT Summary 450 Civic Center Plaza
Quarter Ending September 30, 2025 Richmond, CA 94804
(510) 620-6740

5.44%

4.63%

1.58%
-4.39%

10.60%

2.31%

0.47%

7.83%
-3.94%

1.37%

5.48%

4.82%
-6.00%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%
Oct-Dec 2022
FY2023
Jan-Mar 2023
FY2023
Apr-Jun 2023
FY2023
Jul-Sep 2023
FY2024
Oct-Dec 2023
FY2024
Jan-Mar 2024
FY2024
Apr-Jun 2024
FY2024
Jul-Sep 2024
FY2025
Oct-Dec 2024
FY2025
Jan-Mar 2025
FY2025
Apr-Jun 2025
FY2025
Jul-Sep 2025
FY2026
CalPERS-CERBT Return Rates
3-Month Return

Page 3 of 3 ends

Page 1 of 3 ends

December 16, 2025
Finance Department
DATE: December 16, 2025
TO: Mayor Martinez and Members of the City Council
FROM: Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Jerry Gurule, Accounting Manager
Subject: Contract with ClearGov, Inc. to Provide Budget Book Compilation Services
FINANCIAL IMPACT: The proposed $78,117 expenditure is included within the approved Fiscal Year 2025-2026 Finance Department
budget and will be budgeted accordingly in subsequent
fiscal year budgets (Account String: 01173415 - 400201).

PREVIOUS COUNCIL
ACTION:

January 28, 2025

STATEMENT OF THE
ISSUE:

The City of Richmond’s budget book is considered a
policy document and is prepared under the Government
Finance Officers Association (GFOA) guidelines. The
City is selecting ClearGov. Inc. through the competitive bidding process.

RECOMMENDED ACTION: APPROVE a contract with ClearGov, Inc. to provide budget book compilation services, in an amount not to
exceed $78,117, over a three-year term from January 1,
2026, through December 31, 2028 – Finance (Emily
Combs 510-620-6790/ Mubeen Qader 510-412-
2077/Jerry Gurule 510-620-6591).

DISCUSSION:

The City adopts an annual operating budget and five-year Capital Improvement Plan every year and publishes respective books around June of each year, following the Government Finance Officers Association (GFOA) guidelines.

AGENDA
REPORT
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December 16, 2025
City staff issued a formal request for proposals (RFP) in October 2024 for the budget book compiling and publishing services. Bids were received from the following seven vendors:
 ClearGov, Incorporated (ClearGov)
 Contenda, Incorporated (Contenda)
 Govdollars Consulting (Govdollars)
 IGM Technology Corporation (IGM)
 Lance, Soll & Lunghard, LLP (LSL)
 Euna Solutions (EUNA)
 TruGov Consulting (TruGov)
Five vendors provided demonstrations on their proposals; however, two vendors, Contenda and TruGov, withdrew their proposals before the demonstrations. The criteria used to evaluate the proposals included:
 The Proposal/Methodology and Approach to Work - 20%
 Experience/Past Performance/References - 40%
 Proposer Qualifications - 20%
 Cost Proposal - 20%
Table 1: Rating Matrix
ClearGov Contenda Govdollars IGM LSL Euna TruGov
The Proposal/Methodology and
Approach to Work – 20% 73 0 91 73 78 68 0
Experience/Past
Performance/References – 40% 167 0 175 151 162 155 0
Proposer Qualifications – 20% 81 0 88 81 81 76 0
Cost Proposal – 20% 95 0 95 72 32 59 0
Total 416 0 449 377 353 358 0
Based on the provided features and the pricing, Govdollars Consulting was selected on January 28, 2025, as the best value for the budget book compiling and publishing services.

During the initial year of service GovDollars effectively assisted the City in developing the annual operating budget book and Five-Year capital improvement plan book for fiscal year 2025-2026. However, there were challenges during the development process that led to significant delays and complications developing the annual operating budget book. Specifically, the absence of an organization chart builder with the software added challenges with formatting and image quality.

City staff would like to enter into a contract with ClearGov, the runner-up of the October 2024 RFP. ClearGov’s budget book developer has features that meet the needs of the City of Richmond. ClearGov currently has a built-in organization chart builder that will be useful in retaining quality during production. 824

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December 16, 2025
DOCUMENTS ATTACHED:

Attachment 1 – Requests for Proposals
Attachment 2 – ClearGov Standard Contract
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Request for Proposals
Automated Budget Book Publishing Solution
Release Date: 10/01/2024
Deadline for Submittal
10/22/2024
City of Richmond
Finance Department
826

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INTRODUCTION
The City of Richmond is seeking proposals from qualified firms to provide a solution to automate annual operating budget and Capital Improvement Budget book publishing.

This request for proposal (RFP) describes the project, the required scope of services, the consultant selection process, and the minimum information that must be included in the proposal. The anticipated term of this contract will be for a period of three (3) years and an option to renew for two years by means of a mutual agreement of both parties.

SCOPE OF SERVICES
The City of Richmond is looking to implement a digital solution to automate Annual Operating Budget and Five-Year Capital Improvement Plan (CIP) book publishing.

The responsibilities of the consultant shall provide a solution and training on a software that fully automates the budget and CIP book publishing with 100 percent accuracy and efficiency using budget data from Tyler Technologies MUNIS ERP. The City’s current budget book includes narratives, data tables and charts as well as program and organizational charts. The City is looking into automating the budget book publishing function with full accuracy and consistency in an efficient manner to publish a modern operating and CIP budget books on the web and on paper.

PROPOSAL FORMAT GUIDELINES
The following proposal sections are to be included in the Vendor’s response:

A. Background and Project Summary Section
The Background and Project Summary Section should describe your understanding of the City, the work to be done, and the objectives to be accomplished. Refer to description of services for this RFP.

B. Methodology Section
Provide a detailed description of the approach and methodology to be used to accomplish the Scope of Services of this RFP.

C. Qualifications
The information requested in this section should describe the qualifications of the firm, key staff and sub‐contractors performing projects within the past five years that are similar in size and scope to demonstrate competence to perform these services. Information shall include:
1) Names of key staff that participated on named projects and their specific responsibilities with respect to this scope of service. 2) A summary of your firm’s demonstrated capability, including length of time that your firm has provided the services being requested in this Request for Proposal.
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3) Provide at least three (3) references that received similar services from your firm. The City of Richmond reserves the right to contact any of the organizations or individuals listed. Information provided shall include:
a) Client Name and contact info
• Telephone & e-mail address
• Address
b) Description of services provided including contract amount c) Project start and end dates
D. Cost Information
Provide the total costs to complete all tasks identified in the scope of services.

Proposers will be paid at the same rates set forth in their cost proposal unless further negotiated in writing and agreed to by the City of Richmond.

PROCESS FOR SUBMITTING PROPOSALS
Questions Concerning Request for Proposals
All questions must be submitted via the electronic BidsOnline system on the Q&A tab by 5:00pm PST, on October 11, 2024. If the City finds it necessary to issue an addendum, prospective Offerors will receive e-mail notification of addendum.

Otherwise, answers to questions received will be provided on the Q&A tab and notification will be sent by October 15, 2024 It is the proposer’s responsibility to periodically check the BidsOnline website www.ci.richmond.ca.us/bids for any possible Addenda to the RFP that may have been posted.

Any party submitting a proposal shall not contact or lobby any City Council member, City official, employee (except those specified for contact) or agent regarding the RFP.

Any party attempting to influence or circumvent the RFP, bid submittal, and review process may have their proposal rejected for violating this provision of the RFP.

Interested parties may download copies of the above mentioned proposal by visiting the City's web site, www.ci.richmond.ca.us/bids. To download RFP, new vendors will be required to register. Once the vendor downloads any documents relative to a solicitation, that vendor's name will appear on the Prospective Bidders list for that project and will receive any addenda or notifications relating to the RFP.

Submission of Proposals
The proposal and any required certifications shall be signed by an individual or individuals authorized to execute legal documents on behalf of the proposer. 828

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Electronic Proposals shall be submitted via the City’s secure online bidding system. All required sections of the proposal must be submitted via the website. Contractor is solely responsible for “on time” submission of their electronic proposal. The Bid Management System will not accept late proposals and no exceptions shall be made. Contractors will receive an e-bid confirmation number with a time stamp from the Bid Management System indicating that their bid was submitted successfully. The City will only receive those proposals that were transmitted successfully.

The proposal must be received no later than 5:00 p.m., on October 22, 2024.

The City of Richmond reserves the right to waive inconsequential irregularities.

GENERAL GUIDELINES
This RFP does not commit the City of Richmond to award a contract, to defray any costs incurred in the preparation of a proposal pursuant to this RFP, or to procure or contract for work. The City of Richmond may reject a proposal without providing the reason(s) underlying the declination. A failure to award a contract to the proposer with the lowest cost proposal shall not constitute a valid cause of action against the City of Richmond. The City may investigate the qualifications of any respondent under consideration, require confirmation of information furnished by the respondent, and require additional evidence or qualifications to perform the Services described in this RFP.

The City reserves the right to:

1. Reject any or all proposals.

2. Issue subsequent Requests for Proposal.

3. Postpone opening for its own convenience.

4. Remedy technical errors in the Request for Proposal process.

5. Negotiate with any, all, or none of the Respondents.

6. Solicit best and final offers from all or some of the Respondents.

7. Select one or more Respondents.

8. Accept other than the lowest proposed fees.

9. Waive informalities and irregularities in proposals.

Insurance Requirements
The City of Richmond requires consultants doing business with it to obtain insurance, as shown in RFP (Attachment A). The required insurance certificates must comply with all requirements of the standards as shown and must be provided prior to the commencement of any work on the Project.
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Business Licenses
The successful Contractor and all subcontractors used in the work will be required to hold or to obtain a City of Richmond business license for which the fee will not be waived.

Compliance with City Ordinances
The contractor and all subcontractors shall comply with the City of Richmond Nondiscrimination Clauses in City Contracts Ordinance (Richmond Municipal Code (RMC) Chapter 2.28), Business Opportunity Ordinance (RMC Chapter 2.50), Local Employment Program Ordinance (RMC Chapter 2.56), Living Wage Ordinance (RMC Chapter 2.60) and Ordinance Banning the Requirement to Provide Information of Prior Criminal Convictions on all Employment Applications (“Ban the Box”) (RMC Chapter

2.65), which are incorporated into the Contract Documents by this reference.

Sanctuary City Contracting Ordinance (SCCO)
The Richmond Sanctuary City Contracting Ordinance No. 12-18 (Attachment D) 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”).

Proposers must submit the attached Sanctuary City Compliance Statement with their Proposal. (Attachment C)
Limited Liability Company Disclosure Statement (LLCS)
Resolution No. 86-21 (Attachment E), approved by City Council on July 6, 2021, requires disclosure of the identities of beneficial & responsible owners of Limited Liability Corporations (LLC). Proposers must submit the attached Disclosure Statement of Limited Liability Companies Form with their Proposal (Attachment F).

PROPOSAL EVALUATION AND SELECTION PROCESS
The criteria upon which the evaluation of the proposals will be based include, but are not limited to, the following:

The Proposal/Methodology and Approach to Work – 20%
The proposer’s responsiveness to the RFP including completeness and thoroughness of proposal; all required information must be provided in the format specified. This category will also evaluate:
• Ability to provide services as outlined in the RFP.
• Approach and proposed methodology to project scope
• Demonstrated knowledge of the work required
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• Explanation of the Project or services required
• Innovative approaches and internal measures for timely completion of Project Experience/Past Performance/References – 40%
Consideration will be given based upon the firm’s experience, years in business, past and current client references; technical expertise and professional competence in areas directly related to this RFP; number of years of experience in performing similar work.

Proposer Qualifications – 20%
This category will evaluate the respondent’s ability to take upon itself the responsibilities set forth in the Scope of Services and produce the required outcome in a timely manner.

Consideration will be given for the overall quality of the proposal, including a demonstrated understanding of the purpose, scope and objective of the services to be performed. It is the intention of the City of Richmond to award a contract to the Respondent who furnishes satisfactory evidence that the Respondent has the requisite experience and ability to enable the Respondent to execute the work successfully and properly, and to complete services in a timely manner. To determine the degree of responsibility to be credited to the Respondent, the City of Richmond will weigh the evidence that the Respondent has performed satisfactorily other contracts of like nature, magnitude and comparable difficulty and comparable rates of progress.

Cost Proposal – 20%
Award - When the Review Panel has completed its work, City staff will then recommend a consultant to the City Manager and City Council for approval. The services provided by the successful bidder shall be governed by a Standard Services Agreement (Attachment B).

Attachments
A. Insurance Requirements
B. Standard Contract
C. Sanctuary City Compliance Statement
D. Sanctuary City Contracting Ordinance No. 12-18
E. Limited Liability Corporation (LLC) Resolution No. 86-21 F. Limited Liability Corporation Form
831

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:

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

Finance Jerry Gurule [email protected] (510) 620-6591 15670 Digital Budget Book Publishing Software: ClearGov Setup: Activation, onboarding, and training for ClearGov Solutions, Base Platform - Civic Edition, Digital Budget Book - Civic Edition ClearGov 2 Mill & Main, Suite 630 Maynard, MA 01754 Michael Lanza (617) 816-7726 [email protected] 40063737 January 1, 2026 December 31, 2028 78,117.00 2025-26 21,578.00 2026-27 26,039.00 2027-28 30,500.00 832

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:

Service Plan Exhibit A
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Sanctuary City Compliance Statement Exhibit G
ClearGov
833
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT A

ClearGov
Contractor shall perform the services and shall be compensated as set forth in the ClearGov Service order and ClearGov BCM Service Agreement that is attached hereto and is incorporated herein by this reference. If there are any conflicts between the attached ClearGov Service Order and ClearGov BCM Service Agreement and the terms and conditions set forth in this Contract, the terms and conditions set forth in this Contract shall prevail.

Any applicable fees shall be governed by the ClearGov Billing Details, set forth in the attached Service Order.
834
Service Order
2 Mill & Main; Suite 630; Maynard, MA 01754
Created By Order Date Nov 25, 2025
Contact Phone
Order Valid If Signed By
Contact Email
Customer Contact Billing Contact
Address Title Title
City, St, Zip Email Email
Phone PO # (If any)
Customer Annual Budgeted Expenditures - All Funds Total $570,000,000 Setup Services Tier / Rate Service Fees
Subscription Services Tier / Rate Service Fees
Billing Terms & Conditions
Valid Until Dec 5, 2025
Payment Net 30
Rate Increase
Customer Satisfaction
Guarantee
Statement of Work
Michael Lanza
(617) 816-7726
[email protected]
City of Richmond Jerry Gurule Jerry Gurule
450 Civic Center Plaza Accounting Manager Accounting Manager Richmond, CA 94804 [email protected] [email protected] (510) 412-2077
ClearGov Setup: Includes activation, onboarding, and training for ClearGov solutions Tier 5D $ 10,800.00 Setup fee waived - Customer Value Add Tier 5D $ (10,800.00) ClearGov Base Platform - Civic Edition Tier 5D $ 6,000.00 ClearGov Digital Budget Book - Civic Edition Tier 5D $ 24,500.00 Pricing set forth herein is valid only if ClearGov Service Order is executed on or before this date.

All invoices are due Net 30 days from the date of invoice. 6% per annum After the Initial Service Period, the Annual Subscription Service Fee shall automatically increase by this amount.

During the first thirty (30) days of the Service, Customer shall have the option to terminate the Service, by providing written notice. In the event that Customer exercises this customer satisfaction guarantee option, such termination shall become effective immediately and Customer shall be eligible for a full refund of the applicable Service Fees.

ClearGov and Customer mutually agree to the ClearGov Service activation and onboarding process set forth in the attached Statement of Work. Please note that ClearGov will not activate and/or implement services for any Customer with outstanding balance past due over 90 days for any previous subscription services.

Dec 5, 2025
Customer Information
The Services you will receive and the Fees for those Services are...

ClearGov will provide your Services according to this schedule...

To be clear, you will be billed as follows...

General Terms & Conditions
Total ClearGov Setup Service Fee - Billed ONE TIME $ -
Total ClearGov Subscription Service Fee - Billed ANNUALLY IN ADVANCE $ 30,500.00 Period Start Date End Date Description
Setup
Initial
Billing Date(s) Amount(s) Notes
Jan 1, 2026 Jan 1, 2026 ClearGov Setup Services
Jan 1, 2026 Dec 31, 2028 ClearGov Subscription Services Jan 1, 2026 $21,578.00 Annual Subscription Fee
Jan 1, 2027 $26,039.00 Annual Subscription Fee
Jan 1, 2028 $30,500.00 Annual Subscription Fee
Additional subscription years and/or renewals will be billed annually in accordance with pricing and terms set forth herein. 835
Taxes
Term & Termination
Auto-Renewal
Agreement
Signature Signature
Name Name
Title Title
Select Order Type for this Service Order If XS: Original Service Order Date ClearGov Responsibilities
The Service Fees and Billing amounts set forth above in this ClearGov Service Order include applicable taxes. In accordance with the laws of the applicable state, in the event that sales, use or other taxes apply to this transaction, ClearGov shall include such taxes on applicable invoices and Customer is solely responsible for such taxes, unless documentation is provided to ClearGov demonstrating Customer's exemption from such taxes.

Subject to the termination rights and obligations set forth in the ClearGov BCM Service Agreement, this ClearGov Service Order commences upon the Order Date set forth herein and shall continue until the completion of the Service Period(s) for the Service(s) set forth herein. Each Service shall commence upon the Start Date set forth herein and shall continue until the completion of the applicable Service Period. To be clear, Customer shall have the option to Terminate this Service Order on an annual basis by providing notice at least sixty (60) days prior to the end of the then current Annual Term.

After the Initial Period, the Service Period for any ClearGov Annual Subscription Services shall automatically renew for successive annual periods (each an ), unless either Party provides written notice of its desire not to renew at least sixty (60) days prior to the end of the then current Annual Term.

The signature below affirms your commitment to pay for the Service(s) ordered in accordance with the terms set forth in this ClearGov Service Order and also acknowledges that you have read and agree to the terms and conditions set forth in the attached Exhibit A, Schedule 1 BCM Service Agreement. This Service Order incorporates by reference the terms of such BCM Service Agreement. In event of any conflict between the terms set forth in this ClearGov Service Order and any terms or conditions set forth in the ClearGov BCM Service Agreement, the terms of this ClearGov Service Order shall prevail.

Jerry Gurule Bryan A. Burdick
Accounting Manager President
NL
This Statement of Work outlines the roles and responsibilities by both ClearGov and Customer required for the activation and onboarding of the ClearGov Service.

ClearGov will begin this onboarding process upon execution of this Service Order. All onboarding services and communications will be provided through remote methods - email, phone, and web conferencing.
- ClearGov will activate ClearGov Service subscription(s) as of the applicable Start Date(s). ClearGov will create the initial Admin User account, and the Customer Admin User will be responsible for creating additional User accounts. - ClearGov will assign an Implementation Manager (IM) responsible for managing the activation and onboarding process. ClearGov IM will coordinate with other ClearGov resources, as necessary.
- ClearGov IM will provide a Kickoff Call scheduling link to the Customer’s Primary Contact. Customer should schedule Kickoff Call within two weeks after the Service Order has been executed.
- If Customer is subscribing to any products that require data onboarding:
- ClearGov IM will provide a Data Discovery Call scheduling link to the Customer’s Primary Contact. Customer should schedule Data Discovery Call based on the availability of Customer’s staff.
- ClearGov will provide Customer with financial data requirements and instructions, based on the ClearGov Service subscription(s). - ClearGov will review financial data files and confirm that data is complete, or request additional information, if necessary. Once complete financial data files have been received, ClearGov will format the data, upload it to the ClearGov platform and complete an initial mapping of the data. - After initial mapping, ClearGov will schedule a Data Review call with a ClearGov Data Onboarding Consultant (DOC), who will present how the data was mapped, ask for feedback, and address open questions. Depending upon Customer feedback and the complexity of data mapping requests, there may be additional follow-up calls or emails required to complete the data onboarding process. - ClearGov will inform Customer of all training, learning, and support options. ClearGov recommends all Users attend ClearGov Academy training sessions and/or read Support Center articles before using the ClearGov Service to ensure a quick ramp and success. As needed, ClearGov will design and deliver customized remote training and configuration workshops for Admins and one for End Users - via video conference - and these sessions will be recorded for future reference. - ClearGov will make commercially reasonable efforts to complete the onboarding/activation process in a timely fashion, provided Customer submits financial data files and responds to review and approval requests by ClearGov in a similarly timely fashion. Any delay by Customer in meeting these deliverable requirements may result in a delayed data onboarding process. Any such delay shall not affect or change the Service Period(s) as set forth in the applicable Service Order.

DO NOT
"Annual Term”
Customer ClearGov, Inc.

Please e-mail signed Service Order to [email protected] or Fax to (774) 759-3045 Order Type (ClearGov Internal Use Only)
Statement of Work
836
Customer Responsibilities
- Customer's Primary Contact will coordinate the necessary personnel to attend the Kickoff and Data Discovery Calls within two weeks after the Service Order has been executed. If Customer needs to change the date/time of either of these calls, the Primary Contact will notify the ClearGov IM at least one business day in advance.
- If Customer is subscribing to any products that require data onboarding:
- Customer will provide a complete set of requested financial data files (revenue, expense, chart of accounts, etc.) to ClearGov in accordance with the requirements provided by ClearGov.
- Customer's Primary Contact will coordinate the necessary personnel to attend the Data Discovery and Data Review calls. It is recommended that all stakeholders with input on how data should be mapped should attend. Based on these calls and any subsequent internal review, Customer shall provide a detailed list of data mapping requirements and requested changes to data mapping drafts in a timely manner, and Customer will approve the final data mapping, once completed to Customer’s satisfaction.
- Customer will complete recommended on-demand training modules in advance of customized training & configuration workshops. - Customer shall be solely responsible for importing and/or inputting applicable text narrative, custom graphics, performance metrics, capital requests, personnel data, and other such information for capital budget, personnel budget, budget books, projects, dashboards, etc. 837
EXHIBIT A, SCHEDULE 1 ClearGov BCM Service Agreement
ClearGov, Inc. Service Agreement ver. 02.02.23 Page 1 of 4 This ClearGov BCM Service Agreement (the “Agreement”) is made and entered into by and between ClearGov, Inc. (“ClearGov”), a Delaware corporation with its principal offices at 2 Mill & Main; Suite 630, Maynard, MA 01754 and Customer (as defined in the applicable ClearGov Service Order) (each a “Party” and collectively the “Parties”). This Agreement governs the terms and conditions under which Customer may utilize the ClearGov Service as set forth herein and as specified in one or more applicable ClearGov Service Order(s) executed by Customer in connection herewith and incorporated herein (the “ClearGov Service Order(s)”). In event of any conflict between the terms set forth in this Agreement and any terms or conditions of any applicable ClearGov Service Order, the terms of the applicable ClearGov Service Order shall prevail.

WHEREAS ClearGov owns and operates the ClearGov Service, a Webbased SaaS solution that includes a variety of ClearGov App(s) and provides various features and functionality via such ClearGov App(s); and
WHEREAS Customer wishes to utilize the ClearGov Service in order to convey fiscal budget, key metrics and other information to the public as well as to leverage the functionality of such ClearGov App(s); NOW THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, ClearGov and Customer hereby agree as follows:
1) Definitions. Capitalized terms used in this Agreement, and not otherwise defined herein, shall have the following meanings:

1.1) "Account" means an access point for the ClearGov Service that requires registration by the Customer.

1.2) “ClearGov API” means an application programming
interface that provides access to specified content and functionality within certain ClearGov Apps.

1.3) “ClearGov Apps” means collectively all of the Web
applications hosted by ClearGov and available via the
ClearGov Service, including but not limited to the applications listed in any applicable ClearGov Service Order. All features, functionality, reports, etc. for each ClearGov App are included as material elements of the applicable ClearGov App.

ClearGov may modify, combine, add or delete ClearGov Apps from the ClearGov Service from time to time at its sole discretion, provided that in the event that ClearGov
terminates or deletes any ClearGov App to which Customer is actively subscribing, ClearGov shall provide a pro-rata refund for the applicable portion of the Subscription Service Fee for the remainder of the then current Service Period.

1.4) “ClearGov Data” means any aggregated and normalized key metrics and benchmarking data collected by ClearGov for the delivery of the ClearGov Service.

1.5) “ClearGov Service” means the complete set of ClearGov software and related materials including but not limited to the ClearGov Apps, ClearGov Data, ClearGov Web Site, the
Documentation and the Software.

1.6) “ClearGov Web Site” means the Web site owned and
operated by ClearGov and made available at the following URL: http://www.ClearGov.com and/or any successor site(s).

1.7) “Customer PDF” means one or more PDF files of Customer’s digital documents created by Customer using the ClearGov Apps.

1.8) “Customer Data” means any data provided to ClearGov by or on behalf of Customer or any data entered or uploaded into the ClearGov Service by or on behalf of Customer,
including Sensitive Data entered or provided by Customer.

Customer Data specifically excludes ClearGov Data as well as any anonymized, customized, modified or derivative works related to the Customer Data.

1.9) “Customer State” means the state, commonwealth or
territory in which the Customer is located.

1.10) “Customer Web Site” means any Web site owned and
operated by Customer.

1.11) "Documentation" means any accompanying proprietary documentation made available to Customer by ClearGov for use with the ClearGov Service, including any documentation available online or otherwise.

1.12) “Sensitive Data: means any Customer Data that may reasonably be deemed sensitive and/or private in nature, including but not limited to personal wage garnishments, individual healthcare-related expenses, data protected by HIPAA, etc.

1.13) "Software" means the source code and/or other code which are material elements of the ClearGov Apps and ClearGov Service.
2) Service Usage & Licenses.

2.1) Account Password and Security. Customer shall protect its passwords and take full responsibility for Customer's own, as well as any third-party, use of the Customer Account(s).

Customer is solely responsible for any and all activities that occur under such Customer Account(s), except for any
activities performed by ClearGov as set forth herein. Customer agrees to notify ClearGov immediately upon learning of any unauthorized use of a Customer Account or any other breach of security. From time to time, ClearGov's support staff may log in to the Customer Account in order to maintain or
improve service, including providing Customer assistance with technical or billing issues. Customer hereby acknowledges and consents to such access.

2.2) ClearGov License. Subject to the terms and conditions of this Agreement and as specifically set forth in the applicable ClearGov Service Order(s), ClearGov grants Customer a
limited, revocable, non-exclusive, non-transferable, nondistributable, worldwide license to utilize the ClearGov Service for the following functionality:
a) Content Delivery. Customer may integrate, link and
publish applicable public-facing content from the
applicable ClearGov Apps within one or more Customer
Web Site(s);
b) Application Access. Customer may access the ClearGov Apps via Customer’s Account to utilize the functionality provided within such ClearGov Apps; and
c) API Access. Customer may access the ClearGov API to
distribute and display public-facing content from the
ClearGov Apps within one or more Customer Web Site(s).
3) Term and Termination.

3.1) Term. The duration of this Agreement shall be defined in accordance with the Term set forth in all applicable Service Order(s). The Term shall commence upon the Start Date set forth in the first ClearGov Service Order executed between the Parties and shall continue in full force and effect until the termination or expiration of all applicable ClearGov Service Order(s) (the “Term”).

3.2) Termination. This Agreement and/or any applicable ClearGov Service Order may be terminated prior to the expiration of the term as follows:
a) Either Party may terminate this Agreement if the other Party fails to cure a material breach of the Agreement
within fifteen (15) days after receipt of written notice 838
ClearGov, Inc. Service Agreement ver. 02.02.23 Page 2 of 4 thereof.
b) Either Party may terminate this Agreement if the other Party is involved in insolvency proceedings, receivership, bankruptcy, or assignment for the benefit of creditors.

3.3) Obligations. Upon expiration or termination of this Agreement:
a) Each Party shall promptly return to the other all of the Confidential Information of the other Party in its
possession or control;
b) Customer shall cease use of the ClearGov Service and shall remove all links from the Customer Web Site(s) to any content provided by the ClearGov Apps, provided that Customer may continue to provide access to any
Customer PDF(s). Customer shall be solely responsible for hosting and delivering such Customer PDF(s) as well as
any ongoing costs for doing so; and
c) Any outstanding fees shall become immediately due and payable, and termination of this Agreement shall not
relieve Customer from its obligation to pay to ClearGov any such fees.

3.4) Survival. Sections 3.3, 3.4 and 4 through 8 inclusive shall survive any termination or expiration of this Agreement. 4) Fees and Billing.

4.1) Fees. Customer shall pay the Fees in accordance with the terms set forth in the applicable ClearGov Service Order.

4.2) Interest and Collections. Customer will be charged $50 for payments by checks that are returned due to insufficient funds. Any late payments will accrue interest equal to one and one-half percent (1.5%) per month, or the maximum
amount allowable under law, whichever is less, compounded monthly. ClearGov shall be entitled to recover all reasonable costs of collection (including agency fees, attorneys’ fees, inhouse counsel costs, expenses and costs) incurred in attempting to collect payment from Customer.

4.3) Taxes. Customer is solely responsible for all applicable sales, use and other taxes and similar charges based on or arising from this Agreement or any ClearGov Service Order. In the event that Customer is exempt from sales tax, Customer will provide ClearGov with a tax-exempt certificate upon request. 5) Intellectual Property.

5.1) General. Both Parties may only use the other Party’s intellectual property as expressly set forth herein. Nothing in this Agreement shall be construed in any manner to affect or modify either Party’s ownership rights in any preexisting or future works, trademarks, copyrights or technologies
developed or created by either Party, including without limitation, their respective proprietary software used in connection with the development and provision of their
respective Web sites, databases, systems, products and/or services. Unless specifically agreed by the Parties in writing, all intellectual property, including without limitation information that could become the subject of a patent,
copyright or trade secret, developed by a Party in the context of performing its obligations under this Agreement shall be exclusively owned by that Party and the other Party shall cooperate with any reasonable requests to execute
documents confirming such ownership.

5.2) Data Ownership and License.
a) Customer represents and warrants that it has obtained all data subjects’ consent or otherwise has the full legal right necessary to provide the Customer Data to ClearGov for
ClearGov’s use as contemplated by this Agreement.

Customer acknowledges that ClearGov shall have no legal liability for its use and/or the display of the Customer Data as contemplated by this Agreement.
b) Customer represents and warrants that Customer shall not provide or enter Sensitive Data to be displayed in any publicly available element of the ClearGov Service. To the extent that Customer enters or uploads any Sensitive Data into the ClearGov Service, Customer shall assume full
responsibility for the disclosure of such Sensitive Data.

ClearGov is under no obligation to review and/or verify whether or not Customer Data includes Sensitive Data.
c) Customer Data shall remain the property of Customer, and Customer hereby grants ClearGov a limited,
perpetual, irrevocable and royalty-free right to use, copy, modify, and display the Customer Data within any
ClearGov App(s) and for the purpose of providing the
ClearGov Service.

5.3) Proprietary Rights Notice. The ClearGov Service and all intellectual property rights in the ClearGov Service are, and shall remain, the property of ClearGov. All rights in and to the ClearGov Service not expressly granted to Customer in this Agreement are hereby expressly reserved and retained by ClearGov without restriction, including, without limitation, ClearGov's right to sole ownership of the ClearGov API, ClearGov Apps, ClearGov Data, ClearGov Web Site,
Documentation and Software. Without limiting the generality of the foregoing, Customer agrees not to (and to not allow any third party to): (a) sublicense, copy, distribute, rent, lease, lend or use the ClearGov Service outside of the scope of the license granted herein or make the ClearGov Service available to any third party or use the ClearGov Service on a service bureau time sharing basis; (b) copy, modify, adapt, translate, prepare derivative works from, reverse engineer, disassemble, or decompile the ClearGov Service or otherwise attempt to discover or reconstruct any source code,
underlying ideas, algorithms, file formats, program interfaces or other trade secrets related to the ClearGov Service; (c) use the trademarks, trade names, service marks, logos, domain names and other distinctive brand features or any copyright or other proprietary rights associated with the ClearGov Service for any purpose without the express written consent of ClearGov; (d) register, attempt to register, or assist anyone else to register any trademark, trade name, service marks, logos, domain names and other distinctive brand features, copyrights or other proprietary rights associated with
ClearGov other than in the name of ClearGov; or (e) modify, remove, obscure, or alter any notice of copyright, trademark, or other proprietary right or legend appearing in or on any item included with the ClearGov Service. If the use of the ClearGov Service is being purchased by or on behalf of the U.S. Government or by a U.S. Government prime contractor or subcontractor (at any tier), in accordance with 48 C.F.R. 227.7202-4 (for Department of Defense (DOD) acquisitions) and 48 C.F.R. 2.101 and 12.212 (for non-DOD acquisitions), the Government's rights in the ClearGov Service, including its rights to use, modify, reproduce, release, perform, display or disclose any elements of the ClearGov Service, will be subject in all respects to the commercial license rights and restrictions provided in this Agreement.
6) Representations, Warranties, Indemnification and Liability.

6.1) By ClearGov. ClearGov represents and warrants that: (i) the ClearGov Service shall be provided in accordance with, and shall not violate applicable laws, rules or regulations; and (ii) by using the ClearGov Service, Customer will not violate or in any way infringe upon the personal or proprietary rights of any third party, (iii) to ClearGov’s knowledge, the ClearGov Service does not contain any virus, worm, Trojan horse, time bomb or similar contaminating or destructive feature; and (iv) 839
ClearGov, Inc. Service Agreement ver. 02.02.23 Page 3 of 4 ClearGov holds all necessary rights to permit the use of the ClearGov Service and all components thereof provided to Customer under this Agreement.

6.2) By Customer. Customer represents and warrants that: (i) it has all right, title, and interest in and to the Customer Data necessary for its use in connection with the ClearGov Service; and (ii) it shall not use the ClearGov Service in a manner or in connection with any activity that would violate this Agreement or any law, rule or regulation or rights of any third party.

6.3) By Both. ClearGov and Customer both represent and warrant that (i) each has full power and authority to enter into and perform its obligations under this Agreement; (ii) this Agreement is a legal, valid and binding obligation, enforceable against each Party in accordance with its terms; and (iii) entering into this Agreement will not knowingly violate the Agreement or any laws, regulations or third-party contracts.

6.4) Indemnification by ClearGov. At ClearGov’s cost, ClearGov agrees to indemnify, hold harmless and defend Customer
against any cost, loss or expense (including attorney’s fees) resulting from any claims by third parties for loss, damage or injury (each, a “Claim”) arising out of or relating to (i) ClearGov’s breach of any term, condition, representation or warranty of this Agreement, (ii) ClearGov’s violation of any third party rights in connection with the ClearGov Service or (iii) ClearGov’s violations of applicable laws, rules or regulations in connection with the ClearGov Service. In such a case, Customer will provide ClearGov with written notice of such Claim. Customer shall cooperate as fully as reasonably required in the defense of any Claim. Customer reserves the right, at its own expense, to assume the exclusive defense and control of any matter subject to indemnification by ClearGov. Notwithstanding the foregoing, unless the
settlement involves no cost, loss or continuing liability to Customer, ClearGov shall not settle any Claim, without the written consent of Customer, such consent not to be
unreasonably withheld.

6.5) Limited Warranty. ClearGov warrants that the ClearGov Service will be delivered in a professional and workmanlike manner substantially in accordance with the statement of work set forth in the applicable ClearGov Service Order and that the ClearGov Service will operate in all material respects as described in its product descriptions and/or documentation.

EXCEPT FOR THE EXPRESS WARRANTIES STATED IN THIS

AGREEMENT, INCLUDING ANY APPLICABLE CLEARGOV

SERVICE ORDER, CLEARGOV MAKES NO ADDITIONAL

WARRANTY, EXPRESS OR IMPLIED, STATUTORY OR

OTHERWISE, INCLUDING WITHOUT LIMITATION ANY

IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR

A PARTICULAR PURPOSE OR NON-INFRINGEMENT,

GUARANTEES, REPRESENTATIONS, PROMISES,

STATEMENTS, ESTIMATES, CONDITIONS, OR OTHER
INDUCEMENTS.

6.6) Limitation of Liability. NEITHER CLEARGOV NOR CUSTOMER

WILL BE LIABLE TO THE OTHER PARTY FOR ANY INDIRECT,

SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING,

WITHOUT LIMITATION, LOST PROFITS), OR INCIDENTAL

DAMAGES, WHETHER BASED ON A CLAIM OR ACTION OF

CONTRACT, WARRANTY, NEGLIGENCE, STRICT LIABILITY,
OR OTHER TORT, BREACH OF ANY STATUTORY DUTY, choice

6.7) OR CONTRIBUTION, OR OTHERWISE, EVEN IF THE PARTY

HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES. THE EXCLUSION CONTAINED IN THIS

PARAGRAPH SHALL APPLY REGARDLESS OF THE FAILURE OF

THE EXCLUSIVE REMEDY PROVIDED IN THE FOLLOWING
SENTENCE. BOTH PARTIES’ TOTAL CUMULATIVE LIABILITY

TO THE OTHER PARTY FOR ANY LOSS OR DAMAGES

RESULTING FROM ANY CLAIMS, DEMANDS OR ACTIONS

ARISING OUT OF OR RELATING TO THIS AGREEMENT SHALL

NOT EXCEED THE CUMULATIVE FEES PAID BY CUSTOMER
TO CLEARGOV IN THE PRECEDING TWELVE (12) MONTHS.

THE FOREGOING SHALL NOT LIMIT A PARTY'S (A) PAYMENT
OBLIGATIONS UNDER THE AGREEMENT; (B) LIABILITY FOR
INDEMNIFICATION OBLIGATIONS UNDER SECTION 6.4; (C)

LIABILITY FOR ANY BREACH OF ITS CONFIDENTIALITY
OBLIGATIONS UNDER SECTION 7; (D) LIABILITY FOR ANY

BREACH OF ITS REPRESENTATIONS, WARRANTIES, OR
OBLIGATIONS UNDER SECTION 5.2; OR (E) LIABILITY FOR

ITS INFRINGEMENT OR MISAPPROPRIATION OF ANY
PROPRIETARY RIGHTS OF THE OTHER PARTY. NOTHING IN

THIS AGREEMENT SHALL BE CONSTRUED AS EXCLUDING OR
LIMITING A PARTY’S LIABILITY FOR FRAUD OR ITS

LIABILITY FOR DEATH OR PERSONAL INJURY ARISING FROM
ITS NEGLIGENCE.

6.8) Essential Element. The provisions of this Section 6 are an essential element of the benefit of the consideration reflected in this Agreement.
7) Confidentiality.

7.1) Subject to any applicable open public records laws in the Customer State, each Party will keep the specific terms of this Agreement confidential, including the contents of the
schedules and exhibits, and not disclose any portion of them to any third party (other than to its attorneys, accountants, advisors and potential investors who are bound to keep such information confidential) without the other Party’s prior written consent, except as required by law, including but not limited to open public record laws.

7.2) In addition, in connection with the negotiation and performance of this Agreement, a Party (the “Receiving
Party”) may receive information from the other Party (the “Disclosing Party”) which is confidential or proprietary in nature, including without limitation information about a Party’s products, systems and services (“Confidential
Information”). The Receiving Party agrees that, during the term of this Agreement and for a period of three (3) years thereafter, it will keep the Confidential Information in strictest confidence and protect such Confidential Information by similar security measures as it takes to protect its own Confidential Information of a similar nature, but in no event shall the Receiving Party take less than reasonable care with the Confidential Information of the Disclosing Party. The Receiving Party also agrees that it will not use any
Confidential Information for any purpose other than in
connection with the performance of its obligations under this Agreement.

7.3) The term “Confidential Information” shall not include information which A) is or becomes generally available to the public without breach of this Agreement, B) is in the
possession of the Receiving Party prior to its disclosure by the Disclosing Party, C) becomes available from a third party not in breach of any obligations of confidentiality, D) is
independently developed by the Receiving Party, or E) is required to be disclosed by the Receiving Party pursuant to law, rule, regulation, subpoena or court order, including but not limited to open public record laws.

7.4) The Parties recognize that the disclosure or use of a Disclosing Party’s Confidential Information by the Receiving Party in violation of the provisions of this Section 7 may cause irreparable injury to the Disclosing Party; therefore, in the event either Party breaches the provisions of this Section 7, the other Party, in addition to any other remedies it may have, shall be entitled to seek preliminary and permanent 840
ClearGov, Inc. Service Agreement ver. 02.02.23 Page 4 of 4 injunctive relief without the necessity of posting a bond. 8) Miscellaneous.

8.1) General. If any provision of this Agreement is held to be unenforceable for any reason, such provision shall be
reformed to the extent necessary to make it enforceable to the maximum extent permissible so as to implement the
intent of the Parties, and the remainder of this Agreement shall continue in full force and effect. A waiver of any default is not a waiver of any subsequent default. The relationship between ClearGov and Customer is one of independent
contractors, not partnership, joint venture or agency. This Agreement shall be binding upon and inure to the benefit of the respective successors and permitted assigns of the Parties hereto. The United Nations Convention on Contracts for the International Sale of Goods and the Uniform Computer
Information Transactions Act shall not apply to this
Agreement. The Software is controlled by U.S. Export
Regulations, and it may not be exported to or used by
embargoed countries or individuals.

8.2) Entire Agreement. This Agreement and the accompanying ClearGov Service Order(s), together, constitute a valid and binding agreement between the Parties and are intended to be the Parties’ complete, integrated expression of the terms of their agreement with respect to the ClearGov Service, and any prior agreements or understandings with respect to such subject matter are superseded hereby and fully merged
herein.

8.3) Assignment. Neither Party will assign this Agreement in whole or in part to any third party without the prior written consent of the other Party; provided, however, either Party may assign this Agreement without such consent to any subsidiary or parent company of such Party or to any successor by way of any merger, consolidation or other corporate
reorganization of such Party or sale of all or substantially all of the assets of such Party or to an entity that assumes, by sale, license or otherwise, the business activities that are the subject of this Agreement, provided that such subsidiary or parent company or successor assumes or is otherwise fully bound by all of the obligations of the assigning Party under this Agreement.

8.4) Marketing Materials. Customer agrees that ClearGov may utilize Customer’s name solely to identify it as a ClearGov Customer on the ClearGov Web site, in client lists and other marketing materials. Any other uses of Customer’s name
and/or logo (other than as included in the content and/or other items furnished to ClearGov by Customer) shall require Customer’s prior written consent.

8.5) Insurance. ClearGov shall maintain commercial general liability insurance, cybersecurity insurance, product liability insurance and auto liability insurance in amounts that are consistent with industry standards. ClearGov shall maintain Worker’s Compensation insurance as required by law.

8.6) No Boycott of Israel. ClearGov hereby certifies that ClearGov is not currently engaged in and shall not, for the duration of the Term of this Agreement, engage in a boycott of goods or services from the State of Israel; companies doing business in or with the State of Israel or authorized by, licensed by or organized under the laws of the State of Israel; or persons or entities doing business in the State of Israel.

8.7) Jurisdiction. This Agreement shall be governed by the applicable laws in the Customer State, without regard to conflict of laws rules.

8.8) Modification. Intentionally omitted.

8.9) Force Majeure. If the performance of this Agreement or any obligations hereunder is prevented or interfered with by reason of fire or other casualty or accident, strikes or labor disputes, war or other violence, any law, proclamation, regulation, or requirement of any government agency, or any other act or condition beyond the reasonable control of a Party hereto, that Party upon giving prompt notice to the other Party shall be excused from such performance during such occurrence.

8.10) Notices. All notices, requests, or other communications between the Parties that are required or permitted hereunder will be in writing and will be given by: (a) delivery in person or by prepaid courier service with a nationally recognized courier company, (b) delivery by registered or certified mail, postage prepaid, return receipt requested, (c) by confirmed fax, or (d) email to the address and/or fax number set forth in the applicable ClearGov Service Order. A Party may change the street or email address or fax number to which notice is to be sent by giving written notice of such change. Notices will be deemed given when received as evidenced by
verification from the courier company, the mail or
confirmation of email receipt or fax confirmation.

8.11) Titles & Subtitles. The titles and subtitles in this Agreement are used for convenience only and are not to be considered in construing it.
841
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT B

PAYMENT PROVISIONS

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

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

EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

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: ________________________________________________ Jerry Gurule [email protected] ClearGov ClearGov 2 Mill & Main, Suite 630 Maynard, MA 01754 [email protected] Michael Lanza 843
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.

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:

4. IMMIGRATION REFORM AND CONTROL ACT (IRCA):

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, ClearGov
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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.

ClearGov
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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:

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 ClearGov
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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.

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 ClearGov
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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 jointventure 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 subcontractors 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.

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 ClearGov
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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.

ClearGov
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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:

17. CONFLICTING PROVISIONS:

18. FORCE MAJEURE:

19. CONFLICT OF LAW:

This Contract shall be interpreted under, and enforced by the laws of the State of ClearGov
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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:

21. INTERPRETATION:

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

22. WARRANTY:

23. SEVERABILITY:

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, ClearGov
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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:

26. COUNTERPARTS:

27. SANCTUARY CITY CONTRACTING ORDINANCE (SCCO):

ClearGov
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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”):

ClearGov
- 6(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. City acknowledges and agrees that all intellectual property rights in the Contractor Service are, and shall remain, the sole and exclusive property of Contractor. - 9(a) Intentionally omitted.
- 12(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 jointventure 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. Contractor may assign this Agreement without such consent to any subsidiary or parent company of Contractor or to any successor by way of any merger, consolidation or other corporate reorganization of Contractor or sale of all or substantially all of the assets of Contractor or to an entity that assumes, by sale, license or otherwise, the business activities that are the subject of this Agreement, provided that such subsidiary or parent company or successor assumes or is otherwise fully bound by all of the obligations of Contractor under this Agreement. -12(d) Only those persons and/or businesses whose names and resumes are attached to this Contract shall be used in the performance of this Contract, except in the event that Contractor assigns this Agreement pursuant to Section 12(c). 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.
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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.

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

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
ClearGov
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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.

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)
ClearGov
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Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT G

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:

ClearGov
856
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 8:

IT and Cyber Risks
Type 1 – Page 1 of 4
Revised: June 2023
In all instances where a CONTRACTOR or its representatives will be conducting business and/or providing services, the City requires the following MINIMUM insurance requirements and limits.

CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, employees or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.

CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery. CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.

City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.

Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy.

The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR.

Minimum Scope of Insurance – the following forms shall be provided and coverage shall be at least as broad as the following:

1. Insurance Services Office Commercial General Liability coverage (ISO Occurrence Form CG 0001) including coverage for bodily and personal injury, property damage, and products and completed operations.

2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto)

3. Original and Separate Additional Insured Endorsements for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.

4. Workers’ Compensation Insurance as required by the State of California including Employer’s Liability coverage.

5. Original and Separate Waiver of Subrogation for Workers’ Compensation and Builder’s Risk/ Course of Construction Insurance.

6. Cyber Liability Insurance
Required Coverage Minimum Limits
Workers’ Compensation and
Employers’ Liability
Statutory limits as required by the State of California including $1 million Employers’ Liability per accident, per employee for bodily injury or disease.

If CONTRACTOR is self-insured, provide a certificate of Permission to SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)

PROJECT COST REQUIRED LIMIT
$0 - $5 million $2 million p/o
$5 million - $10 million $5 million p/o
Over $10 million $10 million p/o
857
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 8:

IT and Cyber Risks
Type 1 – Page 2 of 4
Revised: June 2023
Includes coverage for bodily injury, personal injury, property damage and products and completed operations. The policy shall not exclude coverage for XCU perils (explosion, collapse, or damage to underground property).

If the policy includes a general aggregate, either the general aggregate shall apply separately to this project, service or location or the minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate limit).

Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.

Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.

Cyber Liability Cyber Liability Insurance, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations.

If the Vendor maintains broader coverage and/or higher limits than the minimums shown above, the Entity requires and shall be entitled to the broader coverage and/or the higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity.

Same limits as General Liability.

Required Policy Conditions
A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.

Additional Insured Endorsement
Additional Insured Endorsement
(continued)
Applicable to General Liability Coverage.

The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured, including but not limited to bodily injury, deaths and property damage or destruction arising in any respect directly or indirectly in the performance of this contract.

ISO form CG 20 10 (11/85) or its equivalent is required. The endorsement must not exclude products and completed operations coverage. If it does, then CG 20 37 (10/01) is also required.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from 858
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 8:

IT and Cyber Risks
Type 1 – Page 3 of 4
Revised: June 2023
the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.

Waiver of Subrogation
Endorsement Form
Contractor’s insurer will provide a Waiver of Subrogation in favor of the City for Workers Compensation and Builder’s Risk/ Course of Construction coverage during the life of this contract.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Deductibles and Self-Insured
Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At the option of the City either the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City or the CONTRACTOR shall procure a financial guarantee in an amount equal to the deductible or self-insured retention guaranteeing payment of losses and related investigations, claims administration and defense expenses.

Contractor is responsible for satisfaction of the deductible and/or self-insured retention for each loss.

1. Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverages and cover those insured in the underlying policies.

Claims-Made Policies
If any insurance policy is written on a claims-made form: 1) the retroactive date must be shown, and must be before the date of the contract or the beginning of contract work. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3) If coverage is canceled or nonrenewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, the Contractor must purchase an extended period coverage for a minimum of five (5) years after completion of contract work.

Subcontractors
CONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review and approval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein.

Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin. The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.

Original insurance certificates and required policy endorsements shall be mailed, or delivered to the Designated Project Manager for the City of Richmond.

Continuous Coverage
859
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 8:

IT and Cyber Risks
Type 1 – Page 4 of 4
Revised: June 2023
CONTRACTOR shall maintain the required insurance for the life of the contract. Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City’s insurance requirements, the City may take such action as it deems necessary to protect the City’s interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.

Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed except after thirty (30) days’ prior written notice has been given to the City.

SUBMITTED ON
October 29, 2024

PREPARED FOR
Mubeen Qader
Deputy Finance Director
City of Richmond

PROPOSAL CONTACTS
Michael Lanza
ClearGov, Inc., Sr. Client Solutions Advisor
[email protected]
(617) 816-7726
Tyler Bridges
ClearGov, Inc., Proposal Manager
[email protected]
(855) 553-2715 Ext. 7087
ClearGov, Inc. | 855-553-2715 | www.cleargov.com Page 1 of 32 861

OUR MISSION
We Create Easy-to-Use Software
to Help local governments Plan and
Budget Better
ClearGov, Inc. | 855-553-2715 | www.cleargov.com Page 2 of 32 862
October 29, 2024
Mubeen Qader
Deputy Finance Director
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Dear Mubeen,
We are pleased to provide you and your team at the City of Richmond with the enclosed response to your department’s Automated Budget Book Publishing Solution RFP for your consideration.

Based on our review of the budgeting requirements outlined in your RFP, it is our understanding that you are looking for a solution that will enable the City to build your annual budget in a collaborative manner and present your proposed and/or final budget information online via a digital budget book.

I am pleased to confirm that the ClearGov platform delivers on all of these requirements, as detailed in the following proposal. Our mission at ClearGov is to create easy-to-use, modern software to help local governments plan and budget better. We make it easy for local governments like yours to operate more efficiently and communicate more effectively. Our solutions are easy to afford, implement, and use.

They don't cause a lot of upheaval, and they don't force you to reinvent the wheel. ClearGov solutions are designed to be just right for local governments like the City of Richmond.

We fully appreciate the demands on your time, so I’d like to thank you in advance for the time that you and your team will spend reviewing this proposal. If you have any questions or need additional information of any kind, please do not hesitate to ask.

ClearGov is the leading provider of budgeting and planning solutions for local government agencies, so I am confident that you and your team will be impressed by the ClearGov solutions and even more impressed by how hard we will work to make you happy.

We look forward to continuing working with you.

Sincerely yours,
Bryan A. Burdick
ClearGov, Inc., President and Co-Founder
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A. BACKGROUND AND PROJECT SUMMARY 5
B. METHODOLOGY 7
B.1. DIGITAL BUDGET BOOK 8
B.2. IMPLEMENTATION PLAN 12
B.3. TRAINING AND SUPPORT 19
B.4. TECHNICAL AND SECURITY OVERVIEW 21
C. QUALIFICATIONS 23
D. COST INFORMATION 27
ATTACHMENTS 28
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A. BACKGROUND AND PROJECT SUMMARY
Mission
ClearGov is the leading provider of budgeting and planning solutions for local government agencies.

ClearGov’s mission is to create easy-to-use, modern software that helps local governments plan and budget better. We believe that every local government should have the opportunity to leverage technology to operate more efficiently and communicate more effectively. We pursue this mission by carefully designing solutions that are clear, collaborative, compelling and cost-effective to fuel better budgeting and drive community support.

Solutions Overview
Based on our review of the City’s RFP and understanding of your key needs and objectives, we are proposing the following ClearGov solution:

ClearGov Digital Budget Book
● The easiest and fastest way to build an award-winning budget book ● Automatically generates a professionally formatted template that’s pre-populated with your financials, capital request data, charts, and more
● Enables you and your team work collaboratively to fill in the details ● Built to GFOA guidelines, optimized to ADA standards and designed to be mobile-friendly Implementation Plan
You will be assigned an Implementation Manager (IM), who will develop a plan to get your team up and running that is based on your specific goals and timeline. The ClearGov Onboarding Process will have a big impact on your overall success with our platform, and as such, it is a team effort between you and ClearGov that includes three key components:

General Ledger Data Mapping
● A ClearGov Sr. Data Advisor will format, upload and map your financial data (i.e. revenue and expense data). Your role is to provide us with a complete set of data files as well as guidance on how you would like to view the data, and to review and provide feedback along the way. This is the most important onboarding step as it enables the full use of the budgeting applications.

Training
● Our products are designed to be intuitive and easy to use, but ClearGov provides a robust set of self-directed training resources, as well as live custom workshops to share best practices and help you get the most from our solutions.

Configuration
● Once trained, you can easily configure the ClearGov platform to meet your specific needs - for example - by customizing capital request forms; creating wage schedules; selecting the panels to include in your Transparency Center; etc.

Timeframe
● We have learned that different customers have different priorities, so the onboarding process usually takes between 60 - 90 days. If you have a specific deadline, please let your Implementation Manager know, and we’ll get back to you quickly to let you know if it’s possible, as well as what needs to happen - by when - to achieve that deadline.

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Conclusion
In the pages that follow, we’ll explain how and why ClearGov solutions not only offer the best value for the City, but also make your day-to-day operations more efficient, productive, and impactful.

As the leading provider of budgeting and planning solutions, ClearGov is committed to helping local governments like yours “make democracy work better”. And while that may sound lofty, “democracy” is simply what you do every day. We just want to help you do it in a modern, data-driven way — a way that makes your job easier, lightens your load, showcases all the good work that you do, and ultimately helps you better serve your community.

ClearGov already works with hundreds of local governments, schools, counties and other agencies across the country, and we’d be delighted to have the opportunity to continue working with the City of Richmond. If you have questions or concerns as you review this proposal, please do not hesitate to reach out. Thank you for your consideration.

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B. METHODOLOGY
We know that you’re working hard to make your local government run better, and you know that technology can help you get it done. Unfortunately, most of the gov-tech software on the market right now is designed for sprawling megacities or state and federal government — not local agencies like yours. So, these platforms are often complicated, expensive, and loaded with bells and whistles that you’ll never use. You don’t need a chainsaw to carve a turkey. You simply need the right tool for the job.

ClearGov, the leader in modern budgeting and planning solutions, is built from the ground up specifically for local governments. It does everything you need it to do. It’s just-right software for agencies that are looking to take that critical next step toward modernizing their budget process.

Therefore, all ClearGov solutions are:

CLEAR AND EASY TO USE
At ClearGov, everything we do is designed to make complex government data easy to understand and easy to use, internally and by the public at large. We present data in readily-understood infographic form, and offer an interface for our internal tools that’s easy for every staff member to learn and use.

CLOUD-BASED
Web-based software requires no installation, no maintenance and is always up-to-date.

Plus, it gives local governments the ability to quickly adjust to evolving input and changing dynamics. We host our software and our data with Amazon Web Services, which ensures data security and world-class software performance.

CONNECTED
All ClearGov solutions share a common data set and work together seamlessly. Plus, when you’re ready to implement, we do all the heavy lifting for you. To get started, all you have to do is send us an Excel file with your financial data, and we’ll onboard it for you.

COLLABORATIVE
ClearGov solutions are designed to improve collaboration and efficiency by automating processes and outcomes. Streamlining the collaborative process is vital to prevent key items from falling through the cracks. Centralization and remote access to documents, systems and processes is mission-critical.

COST EFFECTIVE
ClearGov is built and priced for local governments. Our packages are all-inclusive, so you’ll never be charged extra for per-seat licenses, never be surprised with hidden fees, and never pay for support or product updates...never.

Our goal is to delight our customers with unbeatable value in everything we do.

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B.1. DIGITAL BUDGET BOOK
Build an Award-Winning Budget Book in a
Fraction of the Time
The annual budget book is your most
important, public-facing policy document. You
want it to be polished, professionally formatted,
and accessible to as many residents and
stakeholders as possible. And, ideally, you want
it to be easy and efficient to produce on your
end.

ClearGov Digital Budget Book is the industry’s
first website-based solution that automates
most of the budget book creation process
using templates and data-driven charts and
tables. Meet GFOA and ASBO award criteria
and deliver new levels of clarity, engagement
and understanding for your citizens.

Watch a 5 minute micro-demo here
✔ Web, Mobile & PDF Versions ✔ Team Collaboration
✔ Customizable Pages ✔ Automatic Data Updates
✔ Auto-generated Content ✔ Chart Builder
✔ GFOA & ASBO Award Checklists ✔ And more…
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Budget Book Builder
ClearGov Digital Budget Book helps you produce an
interactive and engaging budget book in a fraction of the time it takes today. Create a beautiful online document with flexible pages that are easy to use, ADA-compliant, and fully customizable — no developer or designer needed. ● Customizable pages: Save time with templated
pages or easily create your own. Customize each
page with text, charts, images, and more.
● Team collaboration: Invite unlimited team
members to easily add content to their assigned
sections to streamline collaboration and improve
efficiency.
● GFOA & ASBO Award checklists: A built-in checklist helps you create an award-winning book easily for the GFOA Distinguished Budget Presentation Award or the ASBO Meritorious Budget Award.
● Web, mobile & PDF versions: We provide the best of all worlds to present your budget book — website, mobile, and PDF formats — to exceed public expectations for optimal viewing.

Auto-generated Charts, Graphs, and More
ClearGov automatically generates charts, graphs, financial pages and more using your budget data — giving you a
profound head start in content creation.
● Page creation: Pages are pre-built with
easy-to-edit template panels — simply add
narrative to tell your story. Easily add financial
pages and more that are automatically created
using your budget data.
● Auto-generated graphs: Pages include
compelling, colorful graphs to complement the
data and to help visualize the numbers for each
section of your budget.
● Auto-translate: Built-in Google Translate functionality will automatically translate your budget book narrative into Spanish, French, Portuguese or more than 100 other languages.

Digital Budget Book Examples
Check just a few of the outstanding Digital Budget Books created using the ClearGov solution:
● El Mirage, AZ Digital Budget Book
● City of Malden, MA Digital Budget Book
● Yuma County, AZ Digital Budget Book
● Sussex County, DE Digital Budget Book
● City of Bristol, CT Digital Budget Book
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Automatic Data Updates
Revenue and expense data are automatically updated
throughout your Digital Budget Book as the numbers
change, eliminating errors and saving time - especially valuable for those inevitable last-minute tweaks.
● Dynamic figures: Easily embed budget
numbers into your narrative and they’ll
automatically update whenever your budget
changes. No more searching through 300 pages
to find and replace outdated figures manually.
● Smart charts: Auto-generated charts and graphs
also update automatically, and they’re interactive
to help provide a complete picture of your budget.
● Integrated budget: Digital Budget Book syncs directly with ClearGov Operational Budgeting to leverage your budget data, or you can easily edit budget versions and manage data for instant updates.

Why does the City need this?
● The short-cut you always wanted: One simple click generates a fully formatted framework that’s automatically populated with your financial data, along with pre-built charts, tables and graphs, and even some pre-written content. You simply fill in the blanks and customize the content as you see fit.
● Improve accuracy: The more spreadsheets you manage and papers you shuffle, the greater the margin of error. ClearGov’s digital-first approach is automated, templated, and paperless so you can stop manually collecting, merging, and managing all that input from dozens of department heads.
● You save time and aggravation: Recreating charts, tables, and graphs from spreadsheets every time a figure changes is not only tedious, it’s inefficient. With ClearGov, every time you change a number in your budget, all of the applicable charts, tables and graphs are updated automatically.
● Print on demand: Printing a budget book is expensive and often out of date before the ink dries. ClearGov enables you and your citizens to print specific sections or the entire budget book whenever you like - which saves both time and money. ● GFOA kudos: ClearGov’s Digital Budget Book is structured to meet GFOA best practice guidelines. In fact, there is a GFOA checklist built right in, so you can check off each Distinguished Budget Award Presentation requirement as you complete it.

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ClearGov Digital Budget Book - Product Scope
In the interest of transparency, we want to provide guidance around the scope of usage that is included with ClearGov’s Digital Budget Book solution. The table below does not provide a detailed list of every feature and/or function included in the product. The table herein provides a summary of the key things that you can do with ClearGov Digital Budget Book once your account has been activated.

Once your data has been onboarded, ClearGov Digital Budget Book enables the City’s team members to execute a variety of tasks, as outlined in the table below. The ClearGov training programs and your CSM will provide advice and suggest best practices to help you optimize your own Digital Budget Book.

Description In Scope
Digital Budget Books: Create comprehensive digital budget books based on onboarded budget data and the narrative
added by you.

Unlimited Digital Budget Book
versions
Digital Budget Book Pages: Fill out templated sections of your budget book using ClearGov’s toolset and GFOA guidelines embedded in the product, and/or create new pages with your own content, images, tables, etc. as needed.

Unlimited pages
Printed Budget Books: ClearGov’s Digital Budget Book solution includes print to .PDF functionality. It automatically creates .PDF documents of the full budget book or selected sections.

Unlimited
Digital Budget Book Questions
Q: Since the product is template-driven, won’t every ClearGov Digital Budget Book look the same?
● A: No. While every ClearGov Digital Budget Book starts with the same core template, it’s highly and easily customizable, so the final product will always be different. You can add your own images, chart colors, and endless content to make it your own.

Q: Can you guarantee that we will win a GFOA award?
● A: As we have designed and built the ClearGov Digital Budget Book, we have double-checked the GFOA guidelines every step of the way. We have also actively reviewed the solution with GFOA reviewers and members of the GFOA staff. With that said, we cannot guarantee that you will win an award, in part, because the narrative content is still up to you. In other words, all of the core components are included, but you still need to fill in the blanks in a way that meets with GFOA approval.

Q: I understand the benefits of digital, but I still need to produce a printed version. How will that work?
● A: You’re not alone. Old habits die hard and paper is still a must-have for many local governments. In addition to presenting your budget book online, the ClearGov Digital Budget Book Suite includes functionality that enables users to create a .PDF, which can then be printed to generate a hard-copy of your budget book. Also, the Print-to-PDF functionality enables you to print specific sections of your budget book and/or the entire book.

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B.2. IMPLEMENTATION PLAN
The following overview of ClearGov’s Implementation Plan is provided for the City’s records, but given that the City is a current ClearGov Digital Budget Book client, the standard implementation process has already been completed.

Overview
The ClearGov onboarding process is designed to activate and set up your ClearGov solution. We have designed the process to be as straightforward as possible. Yes - there are some things you’ll have to do, but the effort is likely to be much less than other software implementations you have experienced in the past. With your specific goals and budget timeline in mind, your Implementation Manager will develop a plan and guide you through what needs to be done to get you and your team up and running. The Implementation Manager will work with you and ClearGov’s internal experts to achieve onboarding milestones.

Roles & Responsibilities
Effectively and efficiently completing the onboarding process requires a small group of people - from both ClearGov and the City of Richmond - with specific roles and responsibilities, as follows. NOTE: For some customers, one person may play multiple roles.

City Team
● Executive Sponsor: Champions the implementation and rollout of ClearGov inside the City.

Removes roadblocks and acts as the escalation point if the onboarding process stalls. ● Primary Contact: Go-to person at the City who is the main liaison with ClearGov’s Implementation Manager. Responsible for scheduling meetings and ensuring the right people from the organization attend.
● Data Exporter: The person responsible for exporting financial data from your ERP / Accounting System and providing Account ID structure information.
● Data Reviewer: The person responsible for reviewing and approving data maps and how your data displays within the ClearGov platform.

ClearGov Team
● Implementation Manager (IM): Overall Project Manager for onboarding. Responsible for driving meetings as required and guiding you through the onboarding process. Ensures alignment with what needs to be done and who needs to do it. ● Sr. Data Advisor: ClearGov’s full-service Data Advisor team is made up of former local government finance officials, so they have been in your shoes. Your Sr. Data Advisor is ClearGov, Inc. | 855-553-2715 | www.cleargov.com Page 12 of 32 872
responsible for uploading and categorizing your financial data. They will work closely with the Data Reviewer to complete data mapping.
● Training & Enablement Specialist: A ClearGov team member who is deeply familiar with ClearGov products and has developed on-demand educational material available in ClearGov’s Support Center. This person will lead training workshops as necessary for users. ● Client Success Manager (CSM): Your Client Success Manager is responsible for making sure you achieve your objectives and have ongoing success using the ClearGov platform. ● ClearGov Support Team ([email protected]): Everyone on this team understands how ClearGov products work and can answer questions to help you complete a task. The ClearGov Support team is available for technical assistance for all ClearGov customers. ● ClearGov Data Team ([email protected]): The ClearGov Data Team is responsible for adding new or updating existing data after the initial onboarding is complete. NOTE: Most members of our Data Team are former financial officials as well.

Data Onboarding Timeline
We have successfully onboarded over a thousand customers, so we know that different organizations have different objectives and deadlines. Some of our customers want/need to implement as quickly as possible and make ClearGov their #1 priority. Other customers take a more relaxed approach and fit ClearGov in among other projects. As a result, the onboarding process typically stretches across 60 - 90 days, which allows enough time for us to collaborate and complete the important tasks mentioned in the next section.

Typical Onboarding Timeline
IMPORTANT - Meeting Your Deadline: We are happy to work at whatever pace fits your needs, and we recognize that in certain circumstances, you may require an expedited onboarding process. If you have a specific deadline in mind, please inform your Solutions Advisor or Implementation Manager as soon as possible. We will do our best to meet your deadline (we don’t miss many of them), and we’ll let you know exactly what we need from you - and when - in order to hit your objective.

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Data Onboarding Phases & Tasks
The onboarding process has six phases, as outlined below. Some of these phases overlap and can occur concurrently to reduce the duration of onboarding. Furthermore, once your product subscriptions are activated you are able to use the product(s) immediately to complete various setup & configuration tasks while your general ledger data is being uploaded and mapped.

Phase 1: Discover
The Discover phase is the initial period when you and ClearGov develop a shared understanding of your goals, specific data requirements & structure, budget cycle timeline, and onboarding plan. Depending upon schedules and availability, the Discover phase - in conjunction with the Prepare phase - usually lasts 2 to 4 weeks, starting when you sign the ClearGov service order and your Solutions Advisor connects you with your Implementation Manager.

The key objectives during the Discover phase include:
● Share Goals: During the Kickoff call, your Implementation Manager will review and verify the goals you discussed with the Solutions Advisor during the sales process. ● Confirm Key Milestones & Dates: This information will be used as input to the onboarding project plan and to ensure that everyone has common expectations. ● Define Launch Requirements: The Implementation Manager will guide you through exactly what needs to be completed prior to launching ClearGov applications.

Task Responsibility Notes
Product subscription
activation
ClearGov ClearGov will activate your subscription in accordance with the Start Date listed in your Service Order. ClearGov will create your Client Admin user, who can then access the
platform and add additional (unlimited) users as necessary.

Kickoff & Data
Discovery calls
ClearGov &
Client
The IM will schedule two separate 30 - 60 minute Zoom
sessions with your team.

The first call is to discuss key objectives and the timeline for onboarding. Your Primary Contact along with anyone else who would like to be involved should attend this meeting.

The second is with a ClearGov Sr. Data Advisor to
understand your financial data and collect information for categorizing that data. Your Primary Contact, Data
Exporter, and Data Reviewer should attend this meeting.

Complete
Implementation
Worksheet
ClearGov &
Client
The IM will share a worksheet with a few questions to help us better understand your specific needs and timeline.

Assemble teams and
resources
ClearGov &
Client
Identify and assemble the necessary individuals - on both teams - to participate in onboarding.

Create project plan
with timeline
ClearGov The IM will develop the timeline and project plans and will review these with your Primary Contact.

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Phase 2: Prepare
The Prepare phase focuses mainly on helping ClearGov understand how you categorize your financial data and what changes may be necessary in order to display data the way you prefer within the ClearGov platform. During the Prepare phase, we will ask you to export financial data from your ERP or accounting system and provide information on your account code structure.

Task Responsibili
ty
Notes
Data
Onboarding
learning path
Client We will share material to help you understand the ClearGov data onboarding requirements, as well as how certain choices will affect how your data can be displayed within the ClearGov platform.

Scope data
implementation
ClearGov We will ask you to verify how many years of historical data you wish to include in the platform along with which budget and actual versions you want to onboard.

Export Financial
Data
Client We will ask you to export financial data from your ERP / accounting system, and we will provide data format requirements.

Provide
mapping
information
Client We will ask you to provide guidance about how to categorize line items based on the structure of your Account IDs, i.e. help us understand your Account ID segment codes.

Review and
clarify data
ClearGov ClearGov will review your data files let you know if we have clarifying questions.

Phase 3: Map & Review
ClearGov offers a full-service data onboarding process that includes formatting, uploading, and mapping your financial (i.e. general ledger revenue and expense) data. This is the most important step of the onboarding process because that data is what enables the full use of our budgeting applications.

The Sr. Data Advisor will complete the onboarding work while relying on you to provide a complete set of data files and your feedback along the way. We will need you to attend a few calls, review the mapping and provide timely feedback. It is our goal to make sure your financial data is presented through the ClearGov applications in the way you want.

Task Responsibility Notes
Upload and map
financial data
ClearGov ClearGov full-service data onboarding includes formatting and uploading your financial (revenue and expense) data and mapping each line item into categories such as fund, department, revenue source, objects, etc.

Review initial
mapping
ClearGov &
Client
We will review your initial mapping in a Mapping Review call and develop a strategy for you to provide feedback.

Provide
feedback and
iterate initial
mapping
ClearGov &
Client
If necessary, we will create a mapping feedback form for you to fill out and return to us. We will make mapping
revisions based on your feedback.

Review
mapping
in-product
ClearGov &
Client
We will review how data flows into key product areas and how you can change how your data looks using product
settings. If no initial mapping revisions are required, this process can happen in the initial Mapping Review call.

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Product-specific
settings
ClearGov &
Client
During the in-product review, we will discuss how specific product settings can impact the presentation of your data, e.g. Digital Budget Book best practices for creating
department pages with a consistent look.

Phase 4: Train & Configure
Administrators can begin learning how to use ClearGov as well as configure application settings while your data is being mapped. We have developed comprehensive courses that provide you with step-by-step instructions on how to configure ClearGov. Your IM will recommend a custom learning path based on the products you have purchased.

Task Responsibility Notes
Administrators &
editors begin
learning path
and explore help
resources
ClearGov &
Client
Your IM will recommend and enroll you in ClearGov Academy courses to help you meet your goals. Courses are broken down into a variety of product-specific educational elements (e.g. videos, articles, quizzes) for easy consumption. Login to ClearGov Academy and begin your learning path, and log in to ClearGov and explore our Support Center resources.

Admin & Editor
Workshops
ClearGov &
Client
Schedule and complete product workshops, as required. (See note below for additional details.) This is custom, instructor led training, so please come prepared with specific workflow questions.

Configure
applications
Client Complete configurations in selected applications, including adding non-general ledger data, e.g. capital requests and employee information. See below for an outline of
application-specific configurations that you can utilize to customize your ClearGov experience.

Your IM will provide you with guidance and best practices on how to utilize these configurations.

Add users to the
system
Client In the User Management application, add all potential users to the system. Adding all users here makes it easy to select the appropriate people when it comes time to request
budget input and review from your team.

ClearGov Workshops Overview
ClearGov’s products are designed to be easy to use and our learning resources are robust. As a result, you may not need a Workshop for all products. If you want one, here are our guidelines:
● ClearGov will provide a Workshop for each product in your subscription. ● ClearGov Workshops may be attended by both Administrators and Editors. ● ClearGov Workshops are designed to answer your specific questions about how to use ClearGov’s solutions to meet your specific needs. Therefore, it is highly recommended that you complete the ClearGov Academy courses prior to attending a ClearGov Workshop. ● All Workshops are recorded for your ongoing reference and team access.

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Phase 5: Promote & Educate
ClearGov products are built to foster collaboration during the budget development process. So, we want to make sure your entire team knows how to get the most from our platform.

Task Responsibility Notes
Introduce
ClearGov to
colleagues
ClearGov &
Client
Your IM will work with you to customize materials (email messaging and supporting materials) to send to key
stakeholders in your organization.

Department
Heads complete
learning paths
Client Your IM will recommend ClearGov Academy courses for your Department Heads and other users of ClearGov based on the products included in your subscription. Your IM will also recommend other resources available through our learning center to ensure your Department Heads are set up for success with ClearGov.

Department
Head Workshop
ClearGov &
Client
Schedule and complete product workshops, as required. (See note above for additional details.) This is custom, instructor led training, so please come prepared with specific workflow questions.

Phase 6: Ready to Go
With your onboarding process complete, the City’s team will be well-prepared to build and present your budget. At this point, your Implementation Manager will introduce your ClearGov Client Success Team, including your Client Success Manager, who will provide ongoing support.

Task Responsibility Notes
Client Success
Manager assigned
ClearGov ClearGov will assign a dedicated Client Success Manager (CSM). Your CSM will become your primary point of contact to provide coaching, share best practices, and ensure
continued success with your ClearGov platform.

Post-Onboarding
Review call
ClearGov &
Client
Your IM will coordinate a call with your new CSM and your Primary Contact to do a final review of any outstanding onboarding tasks as well as to gather your feedback to
highlight if any part of the process could have been
executed better.

Communicate
Support & Data
Request process
ClearGov Your IM will provide instructions on how to contact our Support Team if you have questions or run into a technical issue as well as instructions on how to submit data uploads or modification requests to the Data Team.

Application-Specific Configuration
Below is a summary of the key elements that can be configured by the City for each applicable ClearGov product. Product configuration is your opportunity to customize the ClearGov application to your specific needs and preferences. We have done our best to make each process as intuitive as possible, and we’ll be there to show you how, if you have questions.

Digital Budget Book
● Budget Book Design: Utilize the point-and-click Digital Budget Book Settings to configure the look and feel of your budget book to meet your needs and preferences. ● Contributors: Assign specific budget book sections to contributors for collaboration and editing.

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Data Requirements
ClearGov’s Onboarding process is focused on getting your most complex data up and running on the ClearGov platform. In a nutshell, this means your financial data (i.e. general ledger, assets, liabilities, expenses, revenue, etc.) - both current and historical information. This data should be readily exportable from any accounting/ERP system. We have partnered with some vendors to include an “Export to ClearGov” button in their solutions and for some others we can provide detailed export instructions.

Your IM will let you know what is available based on the accounting/ERP system you use. Your IM will also provide you with a more detailed document explaining data requirements. The highlights are outlined below.

Data Onboarding Requirements by Product
Product
Chart of
Accounts
Revenue & Expenditure Data Checkbook
Detail Actual Budgeted
Digital Budget Book ✅ ✅ ✅ N/A
Data Onboarding Detail
Actual Revenues, Expenditures, Assets, Liabilities, Equities, and Cash ● The majority of clients sent us 4 to 6 years, however, there is no limit. ● By providing more years, trend charts will be more robust. ● Current FY budget data is used as the basis to create the next FY budget.

Budgeted Revenue & Expenditures
● Current and upcoming
● Past years to display budget-to-actuals (optional)
Line Item Detail File(s)
● Line-item level revenue, expense, asset, equity, and liability data. Depending on which accounting system you use, all years may be exported in one file or there may be a file created for each year.
● Each line item should include full account number, account description, fund and dollar amount. We will also need to know the associated fiscal year and if the line item is tied to revenue or expense.
● Depending upon which accounting system you’re using, this is often referred to as the Trial Balance Report; Account Inquiry Report; or Budget-to-Actual Report.

Account Number Key
● This is simply an explanation of your account number structure. ● An account number is made up of segments and for each segment we need to know its purpose (i.e. whether it refers to a fund, a department, an object, etc.). ● Most accounting systems enable you to run a report to generate this information. It’s often called a Segment Report or Chart of Accounts. If yours does not, just let us know. The ClearGov data team has successfully uploaded data for hundreds of clients and will work with you to determine the best options.

How much data should we provide?
In short, it depends on which product(s) you plan to use:
● Digital Budget Book: Should provide budgeted and actual data for any fiscal year that you wish to present in your digital budget, typically 3-5 years.

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B.3. TRAINING AND SUPPORT
ClearGov solutions are designed to be intuitive and easy-to-use. With that said, ClearGov’s training materials and support channels are designed to ensure that you and your team can successfully launch, adopt and optimize the value you receive from the ClearGov platform. We will share how to accomplish tasks, key insights and best practices.

Training
For starters, we have developed comprehensive courses that provide you with step-by-step instructions on how to configure and use ClearGov. Your Implementation Manager (IM) will recommend and enroll you and your team in ClearGov Academy courses to help meet your goals. Courses are broken down into a variety of product-specific educational elements (e.g. videos, articles, quizzes) for easy consumption.

ClearGov Workshops
In addition, instructor led training is available in workshop format. ClearGov Workshops are designed to answer your specific questions about how to use ClearGov’s solutions to meet your specific needs.

Therefore, it is highly recommended that Workshop Attendees complete the ClearGov Academy courses prior to attending a ClearGov Workshop. ClearGov will provide a remotely-delivered Workshop for each product in your subscription. ClearGov Workshops may be attended by both Administrators/ Editors and Department Heads/Contributors. All Workshops are recorded for future reference and to train new hires.

Support Center
All ClearGov users have access to a frequently updated online Support Center filled with hundreds of how-to articles, video tutorials and information sheets. The ClearGov Support Center is easy to navigate and has a robust search engine to quickly find help on a specific topic.

Client Success Manager
When the onboarding process is complete, the IM will introduce you to your Client Success Manager (CSM). Your CSM is available by phone and email and will work with you to get the most out of ClearGov’s platform. CSMs are generally available 9:00AM to 5:00PM, Monday through Friday (excluding holidays). Your CSM will inform you of their specific availability. Our CSMs are committed to responding to all inquiries within one business day, and in most cases, you will receive a same-day response.

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ClearGov Support & Data Team
For questions on how to use ClearGov or to report a technical issue, you will be able to reach a Support Specialist via [email protected] during business hours (Monday through Friday, 8:00AM to 8:00PM Eastern). Our Support Team is committed to responding to all inquiries within one business day, and in most cases, you will receive a same-day response.

For data updates, you can update your own statistics through our financials application or you can submit a request to our data team via this request form. Our standard lead time to complete an update is five business days. However, if you need an update completed sooner to meet a deadline, just let us know. Straightforward uploads or changes often are completed within one or two business days.

Product Enhancement Requests
We absolutely love hearing from our Customers - especially when they have ideas that would make our products better. In fact, we meet weekly to go over all the feedback we’ve received to provide key input to our product roadmap. Many of the applications and features in ClearGov’s solution are the direct result of client feedback. When you have a request for a product enhancement, please submit your idea(s) to [email protected] or inform your CSM and they will bring it up at our weekly meeting.

We prioritize product enhancements primarily based on the number of clients who are requesting similar functionality, so we can’t guarantee that your ideas will go to the top of the list, but we promise that we’ll always listen, and we work hard to make 100% of our customers happy.

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B.4. TECHNICAL AND SECURITY OVERVIEW
ClearGov Hosting Platform
The ClearGov platform is hosted by Amazon Web Services (AWS), the world leader in cloud computing as a service. Used by the Departments of Justice, Defense, and Homeland Security, AWS is one of only three vendors that have been granted government authorization to store highly sensitive federal data on its cloud-computing servers.

AWS handles systems, network architecture, and security, enabling ClearGov to focus on what it does best — developing world-class solutions for local governments. With ISO 27001 and FISMA-certified data centers, AWS has made platform security its highest priority in order to protect customers’ critical information and applications. Another key advantage of hosting on the AWS cloud is that it allows ClearGov to easily scale and innovate, while maintaining all security protections across the entire infrastructure.

How secure is ClearGov?
Hosting with AWS ensures that ClearGov maintains the highest security standards in the world:
● Web application firewalls control access to the underlying code ● AWS has built technologies to protect against distributed denial of service (DDoS) attacks to ensure network availability and application uptime.
● AWS’s SQL Server RDS uses server-side encryption to protect sensitive data.

In addition to AWS’s secure hosting environment, ClearGov has implemented a number of extra software security features:
● Secure Socket Layer (SSL): SSL establishes an encrypted link between AWS servers and the web browser to ensure that all data transfers remain private and integral. ● SQL Injection Protection: ClearGov has built protection against SQL injection attacks where hackers attempt to insert nefarious server requests into web forms. ● Access Rights: ClearGov has implemented strict permission settings based on roles, which limit access to specific data and application functions. This ensures that internal users are restricted from accessing sensitive data based on privileges assigned by your administrator. ● Password Authentication: ClearGov does not store passwords explicitly, but rather “hashes” (encrypts) them so they are not compromised.
● Single Sign On (SSO): ClearGov offers Single Sign On capabilities as an optional authentication method. The system is integrated with a leading authentication aggregator which provides integration with the majority of authentication providers. ● Logging and Monitoring: ClearGov employs monitoring features that quickly identify vulnerabilities and provide immediate alerts if action is required.

Where are ClearGov data centers located?
AWS replicates the ClearGov application and data across multiple geographically dispersed data centers to ensure redundancy and availability.

What sort of disaster recovery plan is in place?
One of the reasons we selected AWS is because they provide state-of-the-art disaster recovery. ClearGov databases are duplicated in real-time across multiple AWS servers, and the entire ClearGov platform is backed up daily across the AWS network. So, even in the event of a catastrophic system failure, 24 hours of data loss would be the maximum impact.

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Is the ClearGov platform designed to scale to meet demand bursts? Yes. One of the key factors behind selecting AWS as our hosting provider is their ability to scale rapidly.

AWS has automated solutions in place that automatically scale ClearGov’s platform for normal peaks and valleys in demand, and can be rapidly (and remotely) scaled to meet sustained demand increases.

Does ClearGov leverage AWS Virtual Private Cloud features? Yes. ClearGov utilizes the AWS Virtual Private Cloud functionality so that our platform is hosted on a logically isolated section of the AWS Cloud and not commingled with any third-party applications.

How do I learn more about ClearGov’s hosting solution?
You can learn more about AWS data centers and security measures via the following link:
● https://aws.amazon.com/security/?hp=tile
Security FAQs
How is client data stored within the ClearGov platform? All client data is stored in a single data repository with proper authentication and access control built into the system to ensure that users may only access the data applicable to their organization.

Is the ClearGov platform SOC 2 compliant?
Our hosting provider, AWS, is fully compliant with SOC 2 requirements, and ClearGov can provide a copy of the most recent AWS SOC 2 compliance/audit report upon request.

How often is the ClearGov platform reviewed for adherence to security standards and how actively is the ClearGov platform monitored?
ClearGov performs quarterly security reviews to ensure that processes are being followed and standards are being met. The ClearGov platform is monitored continuously - 24 x 7 - for performance, security and auditing.

Does ClearGov Support SSO?
ClearGov is integrated with a leading authentication aggregator which provides integration with the majority of authentication providers such as OpenID Connect and SAM. Examples of SSO providers using these protocols include Microsoft Azure, OneLogin, and Okta.

Service Level FAQs
What level of service availability does ClearGov support? All ClearGov solutions are available on a 24/7 basis, and ClearGov is committed to 99.9% uptime. As a cloud-based solution product patches and upgrades are completed in real-time, without impact to system performance. On occasion, as necessary, larger upgrades that may require planned system downtime are announced in advance and completed over the weekend and/or after working hours.

What is your standard practice for security patch management? ClearGov conducts ongoing audits of third-party packages for vulnerabilities. Patches for critical vulnerabilities are released as soon as possible, otherwise, patches are released as part of regular bi-weekly software releases.

How often does ClearGov schedule planned outages for system upgrades? The ClearGov platform and applications are architected so that the system does not require downtime during regular maintenance, product upgrades, or emergency patches. On occasion, as necessary, larger upgrades that may require planned system downtime are announced in advance and completed over the weekend and/or after working hours.

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C. QUALIFICATIONS
ClearGov Overview
● ClearGov was incorporated in October 2015 and began designing and developing its initial product (ClearGov Transparency) for local governments. That product was launched nationally at the beginning of 2017.
● Based on the early success of this initial product, ClearGov was able to secure an initial round of venture capital in March 2017 and began to grow rapidly. ● ClearGov launched its second product (ClearGov Operational Budgeting) in late 2018 and a third product (ClearGov Digital Budget Book) in June 2020. The final two components of the ClearGov Budget Cycle Management Suite (Capital Budgeting and Personnel Budgeting) launched in 2021.
● In August 2023, ClearGov launched ClearPlans - a solution to help local governments build, present and manage strategic and departmental plans. And, in December 2024, ClearGov will introduce its newest product, Digital ACFR. This purpose-built solution simplifies formatting, streamlines collaboration and ensures a clear presentation of your organization’s financial information.
● ClearGov now serves over 1,200 local government, school district and special district clients across 49 different states, including 100+ clients in the state of California. ● ClearGov has been named a GovTech 100 company (top technology companies serving the public sector) for eight consecutive years.
● ClearGov was recently named to the 2024 Inc. 5000 list of America’s fastest growing companies for the fourth year in a row.
● ClearGov solutions are endorsed by the National Association of Counties (NACo) as their budgeting platform of choice.
● ClearGov is an Affinity Partner with the Association of School Business Officials International (ASBO). Through this collaboration ClearGov supports ASBO in promoting the highest standards of school business management, professional growth, and the effective use of educational resources.
● ClearGov is a team of 180+ professionals headquartered in Maynard, MA (2 Mill and Main Place, Ste 630, Maynard, MA 01754) with satellite offices in more than 25 states. ● ClearGov is well-funded and continues to grow rapidly as we expand our customer base and product line of budget cycle management solutions for local governments.

Key Staff
In the event that ClearGov is awarded a contract with the City, we intend to assign the following ClearGov Client Success team members to lead the implementation and project efforts.

Laurie Fox - Director, Client Success
Professional Summary
Laurie joined ClearGov as Director of Client Success in December 2020. She has over 20 years experience leading and developing client-focused teams.

At ClearGov, she is responsible for delivering a smooth and seamless onboarding experience to ensure clients quickly see the benefits of the ClearGove solution. Laurie also serves as the Client Success Manager for a handful of clients to stay on top of any challenges or opportunities to improve service.

Prior to joining ClearGov, Laurie worked with several not-for-profit consortiums bringing leading edge technology to the world. In these roles Laurie managed operations, strategic planning, membership ClearGov, Inc. | 855-553-2715 | www.cleargov.com Page 23 of 32 883
development, and committee support. Laurie also spent 5 years at Constant Contact leading the Client Services team who were responsible for managing email marketing and other digital marketing activities for hundreds of small businesses.

When not working, you can find Laurie somewhere near the ocean, whether it’s boating in her seaside town, or traveling the world with her husband and daughter.

Fun Facts
Q: If you could take 3 things to a desert island what would they be? A: I would take my kindle (and figure out a way to use solar power to charge it) because I need to read EVERY night before falling asleep, a pair of cozy socks because I hate cold feet, and some sunscreen because I love to sit in the sun, but don’t like to get burnt! Q: What’s your favorite ride at a theme park?
A: My favorite ride at a theme park is any roller coaster. I do prefer the newer, smoother coasters, but like the old rickety ones too. My favorite roller coaster experience to date is taking my daughter (8 at the time) on the SooperDooperLooper at Hershey Park because she was SO scared to go upside down, but loved it so much we went on it 10 more times. We often build vacations around theme parks! Michelle Holder - Client Success Manager
Professional Summary
Michelle joined ClearGov as a Client Success Manager in September 2022.

She brings six years of service in local government as a program and project manager, encouraging citizen engagement, community sustainability, and continually improvement of performance and processes. Before teaming up with ClearGov, Michelle led local governments through priority-based budgeting project
implementations. Her favorite part of the job is getting to know her clients and empowering them to do their best work.

Michelle double-majored in Political Science and Criminology, with minors in Sustainability Studies and Leadership, earning her Bachelor of Arts from the University of Florida. She also holds a Master of Public Administration with a focus in local government management from the University of North Carolina at Chapel Hill.

On the weekends, Michelle, her newlywed husband, and their rescue cat find themselves relaxing hard or adventuring the great PNW trails and coffee shops. Michelle enjoys reading, restoring in nature, and appreciating live music and local culture while still getting home by 8pm.

Fun Facts
Q: What is your favorite national park? Why?
A: The Black Canyon of the Gunnison is one of my favorites given its steep, dramatic dark rock walls and low-key aura. While many national parks can quickly become overrun with people, cars, and cameras, Black Canyon feels open, relaxed, and backwoods-serene. There’s nothing like the East Portal Campground in the spring, with your partner, a fire, a mountain lion, and some baby bears. Just watch out for those charging deer.

Q: Who was your favorite teacher, and what impact did they have on your life? A: In undergrad, a professor of American Environmental History influenced me and pushed me to be my best. At a time when I was achieving without exerting much effort, this professor did not reward “good enough”. In grading my papers, he spent time and lots of ink. He gave me exposure to some eye-opening writings, and gifted me with my favorite thing: meaningful critique. My favorite grade throughout my college career was an “A-“ with his thoughtful feedback.

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Sandy Stanbrough - Sr. Data Update Consultant
Professional Summary
Sandy Stanbrough joined ClearGov as a Data Update Consultant in March 2020. Her background with Fruit of the Loom and Russell Corporation included various roles in accounting, HRIS, payroll and time and attendance. In these roles she was involved with software implementations, outsourcing operations and system consolidations resulting from company acquisitions. She was the Finance Director for a small city and therefore has first hand experience with the complexities and challenges of clearly presenting financial information for a non-financial audience. At ClearGov, she analyzes the client’s data to ensure the financial results are accurately presented according to the client’s expectations.

Sandy has a Masters in Information Systems Management from Auburn University in Montgomery and a BSBA in Accounting from Auburn University. Sandy enjoys visiting new places, trying new foods and learning new skills.

Fun Facts
Q: If you had a super-power, what would it be?
A: The power to make time stand still. Both professionally and personally, my agenda usually exceeds a twenty-four hour day.

Q: What was your favorite subject in school? Why?
A: Math, because there is always one correct answer. The challenge is learning the technique.

Katy Hutchinson - Training and Support Manager
Professional Summary
Katy Hutchinson joined ClearGov in June of 2020 with over 10 years of experience in education, training, and development. At ClearGov, she helps clients and teammates maximize their use of the ClearGov product suites through training sessions and educational resources.

Katy has a bachelor’s degree in Earth Science from Vassar College and a Masters in Curriculum and Instruction from Dominican University. She is a voracious reader, an enthusiastic runner, and loves to find off-the-beaten-path places to eat and drink while traveling.

Fun Facts
Q: Who was your favorite teacher, and what impact did they have on your life? A: Ms. Young was my AP European History teacher in my senior year of high school. She was such an enthusiastic and dedicated educator. She is largely responsible for my research abilities and my writing skills. She taught me how to "answer the freaking question" concisely and with evidence. And, that Hershey's kisses make every class better.

Q: If you had a super-power, what would it be?
A: Teleportation - I wish I could magically travel to other places in moments, especially since my friends and family are spread out all over the world. It would be nice to be able to see them any time I wanted to.

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ClearGov References
ClearGov has provided the following customer references that have agreed to discuss their experience with ClearGov’s Budget Cycle Management solutions.

Town of Branford, CT November 2022 - Present
Contact Name: Kathryn LaBanca Contact Title: Assistant Finance Director Phone: (203) 315-0630 Email: [email protected]
Mailing Address: 1019 Main Street, Branford, CT 06405
Project Description: The Town’s ClearGov subscription includes Operational Budgeting, Personnel Budgeting, Capital Budgeting, Digital Budget Book and Transparency. The Town’s annual contract amount is $36,400.00.

City of Eugene, OR July 2021 - Present
Contact Name: Liz Butterfield Contact Title: Senior Budget Analyst Phone: (541) 682-5512 Email: [email protected] Mailing Address: 500 E 4th Avenue, Suite 303, Eugene, OR 97401 Project Description: The City’s ClearGov subscription includes Capital Budgeting and Digital Budget Book. The City’s annual contract amount is $46,620.00.

City of Grand Island, NE April 2023 - Present
Contact Name: Patrick Brown Contact Title: Assistant City Administrator Phone: (308) 385-5444 Email: [email protected]
Mailing Address: 100 East First Street, Grand Island, NE 68801 Project Description: The City’s ClearGov subscription includes Operational Budgeting, Personnel Budgeting, Capital Budgeting, Digital Budget Book, Transparency, ClearPlans and Digital Financial Reporting. The City’s annual contract amount is $85.900.60.

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D. COST INFORMATION
Our pricing model matches our products - simple, straightforward and built for local governments.

Setup Fee:
● A one-time investment that covers setup, activation, data onboarding and initial training — everything you need to get launched.

Solution Subscription:
● A flat annual investment covers unlimited access and usage of your ClearGov solution and includes unlimited support from your dedicated Client Success Manager.

That’s it. We don’t charge extra for seat licenses or updates or ongoing support or professional services or anything else, so there are absolutely no hidden fees. See the table below for a complete breakdown of what’s included.

Setup Service Fees (One time investment)
Setup Fee: Includes - Full activation and setup; Data
onboarding; Client training
$0.00
Total Setup Service Fees $0.00
Pro-Rata Period & 3-Year Agreement Subscription Service Fees (Annual investment) Digital Budget Book Pro-Rata Subscription Fee:
(11/1/2024 - 06/30/2025)
$13,966.44
Digital Budget Book Annual Subscription:
(07/01/2025 - 06/30/2026)
$21,578.50
Digital Budget Book Annual Subscription:
(07/01/2026 - 06/30/2027)
$22,225.86
Digital Budget Book Annual Subscription:
(07/01/2027 - 06/30/2028)
$22,892.64
Total Annual Subscription Service Fees for Pro-Rata
Period and 3-Year Contract
$80,663.44
Annual Rate Increases:

ClearGov is open, consistent and transparent with annual rate increases that are included in all ClearGov Service Orders, as follows:
● After the Initial Service Period, the Annual Subscription Service Fee shall automatically increase at a rate of 3% per annum.

If the City has any questions regarding the quoted cost information above, please do not hesitate to contact us. We will be happy to work with the City to determine a mutually agreeable contract.

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ATTACHMENTS
ClearGov Attachments
ClearGov has provided the City’s required RFP documents and supporting documentation for review herein. These documents include:
● Sanctuary City Compliance Statement
● Limited Liability Corporation Form
● City of Richmond Business Tax Certificate
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CITY OF RICHMOND
Sanctuary City Compliance Statement
The undersigned, an authorized agent of (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.

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. Executed this day of , 20 , at , California.

Printed Name: Title:

Signed: Date:

Business Entity:

Vendor SCCO Compliance Statement (Augt2020)
ClearGov, Inc.
15th October 24
Bryan A. Burdick President
October 15, 2024
ClearGov, Inc.
889
Disclosure Statement for Limited Liability Companies
This Statement Shall be included with all Bid and Proposal Submissions Is your Business a Limited Liability Company (LLC)? YES NO If you answered YES, please provide the City with the names and business addresses of any and all shareholders, directors, officers, members, managers, other authorized persons, partners, and “Beneficial Owners” of the applying LLC. A Beneficial Owner is any person or entity who: (1) exercises substantial control over the applying LLC; (2) owns 25% or more of the interest in the applying LLC; or (3) receives substantial economic benefits from the assets of the applying LLC.

If any LLC shareholder, director, officer, member, manager, other authorized person, partner, or Beneficial Owner is itself an LLC or other business entity, the names and business addresses must also be provided for any and all shareholders, directors, officers, members, managers, other authorized persons, partners, and Beneficial Owners of that LLC or other business entity all the way up through each entity in the organizational chart until ultimate ownership by individual people is disclosed.

Name: _____________________
Title: _____________________
Address:__________________________________________
Name: _____________________
Title: _____________________
Address:__________________________________________
Name: _____________________
Title: _____________________
Address:__________________________________________
☐ Check this box if additional ownership information is attached to this Disclosure Statement.

In signing this Disclosure Statement, I represent that the information submitted in this Disclosure Statement, and any attachments, is true and correct.

Signature: _____________________
Printed Name: _____________________
Title: _____________________
Date: _____________________
Bryan A. Burdick
President
October 15, 2024
890
891
“I’ve enjoyed working with ClearGov. I really am
impressed with how the products have been built.

It’s amazing that they know very well what we
need. Not many do.”
Will Fuentes, CPFO, MBA
Finance Director
Campbell, CA
ClearGov, Inc. | 855-553-2715 | www.cleargov.com Page 32 of 32 892

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Richmond City CouncilDecember 16, 2025

Richmond City Council
December 16, 2025