Phone: (747) 222-8822
Email: [email protected]
Website: www.ims16.com
Proposal for Services
PHASE II
City of Richmond
California
Intuitive Municipal Solutions, LLC
Friday, February 20, 2026
Phase II Proposal for Services
The City of Richmond has requested the following additional services. Each request is defined by the categories listed below. Specific request details detailing each line item can be found on the tables below and attached Exhibits. This proposal is for iMS to create the items identified below:
Feature Request
Feature Request(s) are specific customer inquiries asking for a particular function to be added to the iMS product. Included in the creation of the feature request:
Item Details
Estimate Feature True estimation feature built for each tile to allow questions to be input by users and taken to an end screen to provide cost estimates, be able to print/receive estimate and any additional information needed for the requested permit. Including a stripped down “workflow” of address, disclaimer, application and summary. Summary screen will be a downloadable PDF and will save the record as an estimate with a unique prefix.
Multiple Manual Actions Ability for users to trigger multiple manual actions under the manual action button at the same time by toggling the desired actions and clicking “execute”. Limitations include multiple selection to not apply if any selected action item requires additional actions to be taken by the staff member such as creating a new record, creating a linked record, or creating duplicate record.
Generate Document Folder Ability to choose the file folder name a file is saved to for automated generated files.
Currently all system generated files are saved to the same folder, folder name would be able to be set on the configuration screen of the generated document.
Push to Outlook Within iMS, if any ITEM (inspection, task, review, etc) is given a scheduled date, scheduled time & duration, the system will push that event to your outlook calendar of the staff member logged in if their outlook is synced with iMS via Cronofy.
User/Pro Hidden Tiles Ability to control the visibility of each tile within a record based on the non-staff user who is logged in. Will allow staff to hide tiles from users who are not linked to the specific record.
Additional Configuration
Additional configuration are specific customer inquiries asking for configuration of the existing software to be added or modified through the front-end user interface:
Item Detail
Sidewalk Vendor Permit (1) new Type/Subtype/Variant (Permit tile) Application & Workflow. See Attachment B.
Sidewalk Vendor Enforcement (1) new Type/Subtype/Variant (Enforce tile) Application & Workflow.
See Attachment C for existing enforcement requirements and checklist.
Sidewalk Vendor Reporting (4) SSRS reports. 1 permit, 1 Notice of Violation and two additional reports.
CIP Projects (1) new Type/Subtype/Variant (Approval tile) Application & Workflow.
Duplicate the current encroachment permit that exists for the utility companies with all fees assessed being gratis. Auto generate permit placard after the CIP managers approval.
CIP Projects Reporting (2) SSRS reports.
Rent Control Data Import One time Tenancy Registration record creation and linking to noted RC record. Spreadsheet of Tenancy Registrations within the city with noted “RC” parent record. iMS to create Tenancy Registration records, import all data mapped to correct data points and link to parent “RC” record.
Revision & Deferred Submittal Using the existing renewal feature, allow a revision or deferred submittal button to be available for issued permits. This button will create a separate child revision record which will house all revision requirements including Reviews, DPR and fees. Once complete the permit will be updated with information as needed from the revision record.
Chevron Permit Processing Create automated process for Chevron permits
1. Automate crediting for all “non pass through” fees.
2. Ability to Invoice all outstanding “non pass through” fees and save invoice to an account.
Chevron Permit Reports (1) SSRS reports for the Invoices generated.
SW/WW Permit Data Import Import and update permit records for SW/WW records from spreadsheet provided by Bradley.
Special Event Permit (1) new Type/Subtype/Variant (permit tile) Application & Workflow.
Copy the existing application provided and workflow will adjust based on the information provided.
Special Event Reporting (2) new SSRS documents.
Rental Inspection Program (1) new Type/Subtype/Variant (in EXISTING tile) Application & Workflow. Users will “register” for this program and allow inspections every 3 years.
Rental Inspection
Enforcement
(1) new Type/Subtype/Variant (Enforcement tile) Application & Workflow. Enforce the existing inspection guidelines based on in person noted violations. Generate notice of violations and assess fees. See Attachment C.
Rental Inspection Reporting (10) new SSRS documents.
Add Certified Letter numbers
to existing reports
On ALL existing code enforcement report templates (20) add ALL the certified letter numbers. Adjust and test all templates.
Add Parcel numbers to
existing reports
On ALL existing code enforcement report templates (20) add the additional linked parcel numbers to print next to the primary address parcel number. Adjust and test all templates.
Vacant Structure Notice SSRS (1) new SSRS documents.
Training
Additional trainings requested for the noted groups. All trainings are remote unless specified “On-Site”.
Item Detail
Onsite Visit (3) days of on-site training for two iMS employees. Groups and discussion material determined by City of Richmond IT.
Encroachment Training (1) ½ day of remote training for new Sidewalk permitting and Sidewalk Enforcement.
Special Event Training (2) ½ day of remote trainings for the special events.
Additional Record Types
Any new Type/Subtype/Variant noted above include the following process. - Discovery of new record type requirements with staff. - Creation of “Standard Operating Process Manual” detailing the agreed processes. - Creating all rules/triggers/conditions in Production Environment. - Testing new record type & all existing record types.
- Richmond staff testing period & corrections.
- iMS implement corrections.
- Continued support for new Record Types.
- All workflow processes must follow the iMS administrative configuration user interface. Any additional needed functionality may incur additional cost.
Pricing and Payment Schedule
IMPLEMENTATION COST $187,000.
Services Included
• Project Management
• Implementation of all configuration items noted above • Custom SSRS Report Creation
Implementation Payment Schedule
• 25% at agreement execution
• 25% when “feature request” have been delivered
• 25% when half of “additional configuration” have been delivered • 25% upon delivery and acceptance of all functions and features
SOFTWARE LICENSE EXPANSION (Unlimited User License)
iMS Applications City Functional Area(s) Licensed iMSPermits Special Events
iMSRentals Building Department – Residential Rental Inspection Program
Expansion of iMS Software License and Annual Agreement
Expansion of Software License (one time cost) $17,500. • Follows Implementation Payment Schedule
Expansion of Hosting / Support / Maintenance $15,000. / Yr. • Paid Ahead Annually
• Pro-rated to co-term with the rest of the Annual Charges
NOT INCLUDED IN PROPOSAL
Any Licensing, Integration, Enhancements, Feature Request, Data Import, Data Conversion, On-Site Meetings or any other Services not explicitly identified above
General Terms
Proposal is valid only if authorized by all parties within 30 days of proposal date.
Only services specifically indicated herein are included.
Implementation to be done in the iMS environment in use by other departments.
No additional environments or servers are proposed.
Authorization
Agreed and acknowledged:
Intuitive Municipal Solutions, LLC City of Richmond, California
Vance Bradshaw Name: _____________________________________
President Title: _______________________________________
January 9, 2026 Date: _______________________________________
X__________________________________________
Attachment A
Department Feature or Request One-time Cost
Expansion of
Software
License
Expansion
of
Maintenance
ALL Estimate Feature $50,000.00
ALL Multiple Manual Actions at same time $7,500.00
ALL Generate Document Folder $2,500.00
ALL Push to Outlook API $20,000.00 $5,000.00
ALL User/Pro Hidden Tiles $5,000.00
ALL (3) days of on-site training for two iMS
employees $20,000.00
Code Add Certified Letter numbers to existing
reports $2,500.00
Code Add Parcel numbers to existing reports $2,500.00
Code Vacant Structure Notice SSRS $1,000.00
Encroachment Sidewalk Permit $2,500.00
Encroachment Sidewalk Permit Enforcement $1,500.00
Encroachment Sidewalk Permit: 4 SSRS reports $4,000.00
Encroachment Sidewalk 1/2 day training (4 hours) $1,000.00 Encroachment CIP Projects $1,500.00
Encroachment CIP Project Reports $2,000.00
Rent Control Import Excel Sheet $5,000.00
Building Revision & Deferred Submittal Process $10,000.00 $2,500.00 Building Chevron Permitting Process $5,000.00 $1,000.00 Building Chevron Permitting SSRS $1,000.00
SW/WW One Time Permit Creation $2,500.00
Software License Expansion
Special Events Special Event Permit $10,000.00 $7,500.00 $2,500.00 Special Events Special Event Reports $2,500.00
Special Events Special Event Training $2,500.00
Building Rental Inspection Program $10,000.00 $7,500.00 $2,500.00 Building Rental Inspection Case Enforcement $5,000.00 $2,500.00 $1,500.00 Building Rental Inspection Reporting $10,000.00
Attachment B
Step 1: Submit Application (copy of the application form attached) The applicant submits a completed Sidewalk Vendor Application and all required documents via iMS, including:
• Business License
• Seller’s Permit
• Contra Costa Health Permit (required for food or fresh produce sales) • Site map or location plan
Step 2: Initial Review
A Permit Technician reviews the application to ensure all necessary information is provided. They also verify whether vending will occur in a residential area or as a stationary vendor.
Step 3: Comments Provided
If additional information is required, the Permit Tech sends review comments to the applicant. If no comments are needed, skip to Step 6.
Step 4: Resubmission
The applicant submits the requested documentation or revisions.
Step 5: Second Review
• If resubmission is still incomplete: return to Step 3 • If all information is satisfactory: proceed to Step 6 Step 6: Fee Payment
The Permit Tech notifies the applicant that the application is complete, and payment is due before the permit is issued.
• Permit Fee: $103.66
• Additional 2.95% fee applies if paying by credit card Step 7: Proof of Payment
The applicant provides proof of payment, or Finance Dept updates iMS to reflect payment clearance.
Step 8: Permit Issuance (copy of the permit template attached) Once payment is confirmed, the Permit Tech issues the Special Business Permit (also known as the Sidewalk Vending Permit).
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Attachments:
• Application form
• Permit template
ENGLISH APPLICATION - PAGE #1/2
ENGLISH APPLICATION - PAGE #2/2
Permit Template:
Attachment C