Richmond City Council
May 26, 2026

Shasa Curl, City
May 26, 2026 Manager
MOVING

RICHMOND

FORWARD
5/22/2026 6:59 PM 1
DRAFT

MOVING RICHMOND FORWARD
97 Fiscal resilience enables us to tract, retain, and support the workforce that delivers for Richmond.

Budget Study Session on
Proposed Fiscal Year
2026-27 Operating Budget
and Fiscal Year 2026-31
Five-Year Capital
Improvement Plan and
Department Presentations
May 26, 2026 Shasa Curl
Richmond City Manager
5/22/2026 6:59 PM
2 Fiscal resilience enables us to
attract, retain, and support the
workforce that delivers for Richmond.

MOVING RICHMOND FORWARD 98
Overview
• Fiscal Year (FY) 2026-27 Budget Schedule
• Richmond, CA Local Economics
• General Fund Five-Year Forecast
• Department Overview
• Continued from May 19, 2026
• Fire
• City Attorney’s Office
• City Clerk’s Office
• City Manager Office
• Internal Services (Finance, Human
Resources, and Information Technology)
• Capital Improvement Plan Update
• Procurement
• Recommended Action
• Questions
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 3
99 Overview
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 4
100
Recommended Action
RECEIVE an update on departmental
presentations from Community
Services, Economic Development, and
Fire Departments as part of the
continued review of the draft Fiscal
Year (FY) 2026-27 Annual Operating
Budget and FY 2026-31 Five-Year
Capital Improvement Plan, with
discussions upon completion of all
departmental presentations; and
RECEIVE updated financial and
operational considerations
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 101 5
FY 2026-27 Budget Schedule
Action/Activity Date
Receive Draft FY 2026-27 Operating Budget and FY 2026-31 Five-Year Capital Improvement Plan; Department Presentations (Community Development, Police, Public Works)
May 5, 2026
Department Presentations (Community Services and Economic Development) May 19, 2026 Budget Study Session on Proposed FY 2026-27 Operating Budget, FY 2026- 31 Five-Year Capital Improvement Plan and Five-Year Forecast Department Presentations (City Attorney Office, City Manager Office, City Clerk’s Office, Fire, Internal Services) and Develop Budget Checklist
Master Fee Schedule
May 26, 2026
Budget Checklist Follow-up
June 16,
2026
City Council to Adopt FY 2026-27 Operating Budget, FY 2026-31 Five-Year Capital Improvement Plan, and GANN Limit
June 23,
2026
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 6
102
Seeing the Whole Picture: Beyond the Numbers
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 7
Richmond delivers more services than most cities in Contra Costa County.

A city budget is more than dollars. It is a plan for what the organization can deliver.

Cities present operational information during budget
hearings because:
• Budget decisions affect staffing, workload, and
service levels
• Operational pressures and capacity constraints drive
real costs
• New initiatives create tradeoffs with existing core
services
• Understanding workload prevents unrealistic
expectations
• Service impacts cannot be seen through numbers alone
• It is a national best practice to link budget
decisions with operational realities
103
City Manager’s Budget Authority & Role
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 8
Richmond, CA - Municipal Code: 2.61.010 - Deadline for Submitting Proposed Budget to City Council
The proposed budget shall set forth in detail an estimate of revenues, proposed expenditures and such other information as the City Manager concludes will enhance the budget process. The proposed budget shall be set forth in a format that allows for the widest possible public understanding of the City's resources, operations and programs.

Richmond, CA - Charter Article III-A – Policy, Program and Budget The Mayor may make recommendations to the City Council on matters of policy and program which require Council decision and may propose ordinances and resolutions for Council consideration. The Mayor shall work with the City Manager in preparing an annual budget for submission to the City Council. The Mayor shall make an annual report to the City Council as to the conditions and affairs of the City. 104
Leadership in Service: Showing How We Work for
Richmond
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 9
Leadership Through Collaboration and Transparency
• After many years, we are seeing renewed
collaboration across departments, enabling staff to
deliver an impressive volume of core work and
special initiatives.
• Sharing this detail helps show the full scope of
what the organization is accomplishing together.
• This level of transparency allows the public to
clearly understand how their tax dollars are used.
• Providing clear, quantitative information responds
directly to Council’s request for more visibility
into staff’s work and service delivery throughout
the City.
105
Maintaining a Balanced Budget: Key Staffing and
Fiscal Limits
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 10
• City has hired 92 new
employees since 2020
• The Proposed FY 2026-27
Budget presented to City
Council is balanced
• Any additional items City
Council wants to add will
require a corresponding
reduction or elimination
elsewhere in the budget
106
5/22/2026 6:59 PM Moving Richmond Forward 11
Richmond, CA Unemployment Rate
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Richmond 12.3% 10.9% 9.3% 7.5% 6.0% 5.1% 4.1% 3.3% 3.3% 2.9% 9.5% 4.8% 3.1% 4.2% 4.4% 4.6% U.S. 9.4% 8.5% 7.9% 6.7% 5.6% 5.0% 4.7% 4.1% 3.9% 3.6% 6.7% 3.9% 3.5% 3.7% 3.7% 4.4%

4.6%

4.4%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%
December Unemployment Rate
Year
*Data Source: U.S. Bureau of Labor Statistics, Retrieved on May 19, 2026 107
5/22/2026 6:59 PM Moving Richmond Forward 12
Richmond, CA Median Home Sale Price
*Source: City staff compilation of publicly available housing market data, including Redfin, Zillow Research, and California Association of Realtors historical trend data. Values are approximate.

Richmond Housing Market
• Median prices climbed from $185K
(2011) to $715K (2024), leveling near
$650K.
• Trend mirrors Bay Area: rapid gains,
then stabilization with higher
mortgage rates.
• Future activity depends on interest
rates, inflation, and broader economic
conditions.
• Strong assessed values support
property tax revenues; sales volume
affects transfer taxes.
• Development feasibility tied to
construction costs and financing.
• Affordability pressures continue to
$185
$240
$335
$385
$430
$465
$525
$565 $590
$640 $635
$690
$625
$715
$650 $650
$0
$100
$200
$300
$400
$500
$600
$700
$800
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Thousands
Calendar Year
108
Moving Richmond Forward 13
Current Grant Awards Exceed General Fund Budget
Grant Types Amounts
Capital Improvement Projects Grants
$
146,020,548
Operational Grants $
182,054,445
TOTAL $
328074993
Upcoming Grant Awards Amount
Reconnecting Communities Pilot (RCP) 9,500,000
Regional Measure 3 (RM3) 10,000,000
Dock restoration and infrastructure
improvement 11,200,000
TOTAL 30,700,000
New Grant Awards (included in $328M) Amount
Caltrans Community Clean-up & Employment
Pathways 255,000
Tahoe for All 60,000
Community Development Block Grant 40,000
Kaiser Sponsorship 4,500
CalVIP 5
2,034,800
Offshore Wind Conceptual Planning 750,000
Multi-site Trash Capture Device 10,250,000
TOTAL
13,394,300
$146,020,548
$182,054,445
Grant Awards $328,074,993
Capital Grants
Operational Grants
Amounts do not reflect
the Bay Area Air
Quality Management
District Grant (BAAQMD)
Repair Program grant
application. Funding
Request Total = ~$11.56
109 million
Understanding Year-End Unspent Funds
Moving Richmond Forward 14
5/22/2026 6:59 PM
Unspent
Funds
• ~ 2-3% of annual
appropriations remained
unspent in FY 2024-25
Why This
is
Expected
• Maintaining a modest yearend balance (typically 2-5%) as a standard and prudent
budgeting practice
Bottom
Line
• A modest year-end balance
supports fiscal stability,
reduces reliance on reserves
or one-time revenues, and
helps prevent structural
deficits110
5/22/2026 6:59 PM Moving Richmond Forward 15
General Fund Five-Year Forecast – Revenue
Assumptions
Scenario FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Pessimistic Proposed Budget 1.0% 1.0% 1.0% 1.0%
Middle-ofRoad
Proposed Budget 2.5% 3.2% 3.0% 3.0%
Optimistic Proposed Budget 5.0% 5.0% 5.0% 5.0%
• The General Fund revenue outlook is built on historic trends, current economic conditions, and external
expert inputs.
• Non-tax revenues fluctuate more significantly
• Limited-term revenues are excluded from ongoing growth assumptions and shown separately in all scenarios.
111
5/22/2026 6:59 PM Moving Richmond Forward 16
General Fund Five-Year Forecast – Revenue
Assumptions
Scenario: Middle-of-Road
CATEGORY FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 30 - PROPERTY TAXES 3.10% 2.74% 2.74% 2.74% 2.75%
31 - SALES & USE TAXES 5.44% 1.87% 2.55% 2.31% 2.00%
32 - UTILITY USERS TAXES 6.21% 4.66% 5.07% 4.64% 4.67%
33 - OTHER TAXES 0.00% 1.91% 1.19% 1.94% 1.98%
34 - LICENSES, PRMITS & FEES 6.28% 2.87% 2.87% 2.88% 2.88% 35 - FINES & FORFEITURES 280.00% 1.05% 1.09% 1.14% 1.18% 36 - USE OF MONEY&PROPRTY 16.50% 0.00% 0.00% 0.00% 0.00% 37 - CHARGES FOR SERVICES 1.72% 3.00% 3.00% 3.00% 3.00% 38 - OTHER REVENUE 9.01% 0.00% 0.00% 0.00% 0.00%
39 - RENTAL INCOME -3.10% 2.00% 2.00% 2.00% 2.00%
3A - INTERGOV STATE TAXES 0.00% 0.00% 0.00% 0.00% 0.00% 3C - INTERGOV STATE GRANT 27.78% 0.00% 0.00% 0.00% 0.00% 3D - INTERGOV OTHER GRANT 0.00% -13.79% 0.00% 0.00% 0.00% 60 - PROC FR SLE PROP 0.00% 0.00% 0.00% 0.00% 0.00%
61 - LOAN/BOND PROCEEDS 0.00% 0.00% 0.00% 0.00% 0.00%
90 – OPERATING TRANSFER IN 4.42% -1.91% 4.36% 2.86% 2.86% GENERAL FUND REVENUE TOTALS 4.76% 2.52% 3.24% 3.04% 3.00% 112
• Approved MOUs for major bargaining units (Local 21, SEIU 1021, Local 188
• Overtime Costs are based on historical overtime usage and cost implications of MOUs
• Retirement (CalPERS) Contributions are based on latest actuarial valuation
• Potential AB 1383 Impacts Incorporates three scenarios (Pessimistic, Middle, Optimistic)
• Assumes a 12–14% vacancy rate, generating approx. $16.4M in vacancy savings in FY 2026-27.
• Healthcare costs are based on the most recent rates and assume inflationary increases in each scenario ranging from 3% to 5%. • Non5/22/2026 6:59 PM -Personnel Costs assume Inflationary increases from 3% to 5% Moving Richmond Forward 17 General Fund Five-Year Forecast – Expenditure
Assumptions
113
5/22/2026 6:59 PM Moving Richmond Forward 18
General Fund Five-Year Forecast
Expenditure Assumptions – Retirement Costs
Required
Contribution (Assumes 6.80% Return)
Fiscal Year FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Normal Cost % 12.6% 12.23% 11.8% 11.4% 11.1% 10.8%
UAL Payment $12,200,719 $14,618,122 $15,250,000 $17,032,000 $17,249,000 $17,402,000 Required
Contribution (Assumes 6.80% Return)
Fiscal Year FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Normal Cost % 22.0% 21.27% 20.6% 20.0% 19.4% 18.8%
UAL Payment $21,090,447 $22,932,195 $23,889,000 $26,226,000 $26,590,000 $26,878,000 Miscellaneous Plan
Safety Plan
Scenario FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Pessimistic - $884,822 $920,215 $957,024 $995,305
Middle-of-Road - $404,362 $420,536 $437,358 $454,852
Optimistic - $151,355 $157,409 $163,705 $170,254
AB 1383 Estimated Fiscal Impact
114
5/22/2026 6:59 PM Moving Richmond Forward 19
General Fund Five-Year Forecast
Expenditure Assumptions – Non-Personnel Costs
Scenario FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Pessimistic Adopted Budget 5% 5% 5% 5%
Middle-of-Road Adopted Budget 4% 4% 4% 4%
Optimistic Adopted Budget 3% 3% 3% 3%
115
5/22/2026 6:59 PM Moving Richmond Forward 20
General Fund Five-Year Forecast
Pessimistic Scenario
Revised
Budget
Proposed Forecast Forecast Forecast Forecast
FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Revenues
259,961,11
4 274,670,11
9 277,416,82
0 280,190,98
8 282,992,89
8 285,822,82
7 Expenditures 273,089,41
3 274,670,11
9 289,562,97
6 301,250,78
2 316,052,80
9 327,329,20
2 Net Deficit (-) /Surplus (+) (13,128,30
0) -
(12,146,15
6)
(21,059,79
4)
(33,059,91
1)
(41,506,37
5)
Limited-Term Revenue 50,000,000 50,000,000 50,000,000 50,000,000 50,000,000 60,000,000 Contribution to Kids First
Initiative 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,800,000 Balance of Limited-Term Revenue 48,500,000 48,500,000 48,500,000 48,500,000 48,500,000 58,200,000 Use of Fund Balance 13,128,300 - - - - -
Net Change with Limited Term
Revenue
48,500,000 48,500,000 36,353,844 27,440,206 15,440,089 16,693,625 Scenario Category FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Pessimistic 30 - PROPERTY TAXES Proposed Budget 1.00% 1.00% 1.00% 1.00% Middle-of-Road 30 - PROPERTY TAXES Proposed Budget 2.74% 2.74% 2.74% 2.75% Δ -1.74% -1.74% -1.74% -1.75%
Pessimistic 31 - SALES & USE TAXES Proposed Budget 1.00% 1.00% 1.00% 1.00% Middle-of-Road 31 - SALES & USE TAXES Proposed Budget 1.87% 2.55% 2.31% 2.00% Δ -0.87% -1.55% -1.31% -1.00%
Pessimistic 32 - UTILITY USERS TAXES Proposed Budget 1.00% 1.00% 1.00% 1.00% Middle-of-Road 32 - UTILITY USERS TAXES Proposed Budget 4.66% 5.07% 4.64% 4.67% Δ -3.66% -4.07% -3.64% -3.67%
Pessimistic 33 - OTHER TAXES Proposed Budget 1.00% 1.00% 1.00% 1.00% Middle-of-Road 33 - OTHER TAXES Proposed Budget 1.91% 1.19% 1.94% 1.98% Δ 116 -0.91% -0.19% -0.94% -0.98%
5/22/2026 6:59 PM Moving Richmond Forward 21
General Fund Five-Year Forecast
Pessimistic Scenario
$200
$220
$240
$260
$280
$300
$320
$340
FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Millions
Fiscal Year
Expenditures Revenues Balance of Limited-Term Revenue
117
5/22/2026 6:59 PM Moving Richmond Forward 22
General Fund Five-Year Forecast
Middle-of-Road Scenario
Revised
Budget
Proposed Forecast Forecast Forecast Forecast
FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Revenues
259,961,11
4 274,670,11
9 279,205,56
8 288,248,44
3 297,021,76
2 305,929,52
7 Expenditures 273,089,41
3 274,670,11
9 287,808,29
1 298,200,51
0 311,593,98
9 321,341,29
6 Net Deficit (-)/Surplus (+) (13,128,30
0) -
(8,602,724
)
(9,952,067
)
(14,572,22
7)
(15,411,76
9)
Limited-Term Revenue 50,000,000 50,000,000 50,000,000 50,000,000 50,000,000 60,000,000 Contribution to Kids First
Initiative 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,800,000 Balance of Limited-Term Revenue 48,500,000 48,500,000 48,500,000 48,500,000 48,500,000 58,200,000 Use of Fund Balance 13,128,300 - - - - -
Net Change with Limited-Term
Revenue
48,500,000 48,500,000 39,897,276 38,547,933 33,927,773 42,788,231 Scenario Category FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Middle-of-Road 30 - PROPERTY TAXES Proposed Budget 2.74% 2.74% 2.74% 2.75% Optimistic 30 - PROPERTY TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ -2.26% -2.26% -2.26% -2.25%
Middle-of-Road 31 - SALES & USE TAXES Proposed Budget 1.87% 2.55% 2.31% 2.00% Optimistic 31 - SALES & USE TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ -3.13% -2.45% -2.69% -3.00%
Middle-of-Road 32 - UTILITY USERS TAXES Proposed Budget 4.66% 5.07% 4.64% 4.67% Optimistic 32 - UTILITY USERS TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ -0.34% 0.07% -0.36% -0.33%
Middle-of-Road 33 - OTHER TAXES Proposed Budget 1.91% 1.19% 1.94% 1.98% Optimistic 33 - OTHER TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ -3.09% -3.81% -3.06% -3.02%
118
5/22/2026 6:59 PM Moving Richmond Forward 23
General Fund Five-Year Forecast
Middle-of-Road Scenario
$200
$220
$240
$260
$280
$300
$320
$340
$360
$380
FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Millions
Fiscal Year
Expenditures Revenues Balance of Limited-Term Revenue
119
5/22/2026 6:59 PM Moving Richmond Forward 24
General Fund Five-Year Forecast
Optimistic Scenario
Revised
Budget
Proposed Forecast Forecast Forecast Forecast
FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Revenues
259,961,11
4 274,670,11
9 288,403,62
5 302,823,80
6 317,964,99
6 333,863,24
6 Expenditures 273,089,41
3 274,670,11
9 289,498,24
4 298,638,94
7 310,694,77
2 319,613,76
2 Net Deficit (-)/ Surplus (+) (13,128,30
0) -
(1,094,620
)
4,184,858 7,270,224 14,249,484
Limited-Term Revenue 50,000,000 50,000,000 50,000,000 50,000,000 50,000,000 60,000,000 Contribution to Kids First
Initiative 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,800,000 Balance of Limited-Term Revenue 48,500,000 48,500,000 48,500,000 48,500,000 48,500,000 58,200,000 Use of Fund Balance 13,128,300 - - - - -
Net Change with Limited Term
Revenue
48,500,000 48,500,000 47,405,380 52,684,858 55,770,224 72,449,484 Scenario Category FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Middle-of-Road 30 - PROPERTY TAXES Proposed Budget 2.74% 2.74% 2.74% 2.75% Optimistic 30 - PROPERTY TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ 2.26% 2.26% 2.26% 2.25%
Middle-of-Road 31 - SALES & USE TAXES Proposed Budget 1.87% 2.55% 2.31% 2.00% Optimistic 31 - SALES & USE TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ 3.13% 2.45% 2.69% 3.00%
Middle-of-Road 32 - UTILITY USERS TAXES Proposed Budget 4.66% 5.07% 4.64% 4.67% Optimistic 32 - UTILITY USERS TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ 0.34% -0.07% 0.36% 0.33%
Middle-of-Road 33 - OTHER TAXES Proposed Budget 1.91% 1.19% 1.94% 1.98% Optimistic 33 - OTHER TAXES Proposed Budget 5.00% 5.00% 5.00% 5.00% Δ 3.09% 3.81% 3.06% 3.02%
120
5/22/2026 6:59 PM Moving Richmond Forward 25
General Fund Five-Year Forecast
Optimistic Scenario
$200
$220
$240
$260
$280
$300
$320
$340
$360
$380
$400
FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 Millions
Fiscal Year
Expenditures Revenues Balance of Limited-Term Revenue
121
Richmond Fire
Department

CORE SERVICES, STRATEGIC INITIATIVES,

WORKLOAD & SERVICE IMPACT
FY 2026–2027 Budget Discussion
May 19, 2026
Fire Chief Aaron Osorio
5/22/2026 6:59 PM 122Moving Richmond Forward 26
Why this matters now Council Priorities and Fire Department Workload The City Council’s strategic goals guide the Fire Department’s efforts to address both immediate and long-term community needs by delivering equitable, responsive, and community-focused emergency services that benefit the entire community
Goal # 4 PUBLIC SAFETY
Provide fire suppression, emergency medical
response, technical rescue,
Haz Mat response, and public education
Goal # 6 SHORELINE & ECOLOGICAL

SUSTAINABILITY
Provide marine response, adopt local hazard
mitigation plan (LHMP), and collaborate with
partners to enhance disaster preparedness
Goal # 1 HOUSING
Supports housing initiatives through fire
inspections, plan reviews, and collaboration with
internal and community partners
Goal # 2 REVENUE & ECONOMIC DEVELOPMENT
Timely inspections and code guidance assist new
businesses in operating safely and keep existing
businesses protected from fire risks
Goal # 3 QUALITY OF LIFE & COMMUNITY
HEALTH
Supports developing and maintaining safe
infrastructures. Implementing the Advanced Life
Support (ALS) to provide faster critical care and
improve patient outcomes.

Moving Richmond Forward 27 5/22/2026 6:59 PM 123
The Work that keeps Richmond Running
Moving Richmond Forward 28

DIVISONS CORE SERVICES/FUNCTIONS
Administration Development & implementation of policies and industry best practices to better serve the
community; support operations
Support Services Apparatus design and acquisition, station and fire equipment oversight, logistics and inventory
control
Emergency Operations Fire suppression, emergency medical services, technical rescue, and hazardous materials response
Training Division Training oversight, response readiness, health & wellness, emergency medical service oversight,
infection control
Fire Prevention Inspections, fire code enforcement, public education
Emergency Services Disaster preparedness, response and recovery coordination
The Richmond Fire Department is a full-service, all-risk agency composed of a highly skilled, dedicated team committed to protecting life, property and the environment while providing core services 24/7 5/22/2026 6:59 PM 124
The Work that keeps Richmond Running - Operations
Moving Richmond Forward 29
› 35.41% from last week
› 29.47% from 6 months
ago
79 Structure
Fires
86 Vehicle Fires
736 Encampment Fires
39 Vegetation Fires
4302
Service Calls
Rescue, Haz Mat, Good
Intent
91 Sworn Positions

4.5 Civilian Positions
7 Stations / 1 Training
Tower /
1 Fire Administration
Incidents in Calendar Year
2025
14,284
5/22/2026 6:59 PM 125
The Work that keeps Richmond Running - Operations
5/22/2026 6:59 PM Moving Richmond Forward 30
1 Call
2 Calls 43.4% 33.8%
3 Calls 15.0 % 4+
Calls
4 Calls (5.2%)
5 Calls (1.6%)
6+ Calls (1.1%)
Concurrent Calls
126
The Work that keeps Richmond Running – FY 2025-26 Accomplishment Joined
Urban Search & Rescue
California Task Force 4
Transitioned to a
NERIS Compliant
Records Management
System
Place three (3)
Type 6 Apparatus
In service
Adopted the
2025
California Fire Code
&
2025 WUI Code
Emergency Operations
&
Emergency Services
Participated in
Tabletop Exercises
With Regional Partners

REPORTING TASK FORCE APPARATUS CODE ADOPTION COLLABORATION

FIRE TRAINING ACCOMPLISHMENTS
• Final Exams for Probationary Firefighters Class
of 24-1
• Developed acting & promotional exam for Fire
Engineer
• Contracted a new vendor that provided better
physical and wellness exam

OES ACCOMPLISHMENTS
• Hosted 2 AmeriCorps Volunteers
• Co-led 3 Joint Planning Meetings for Harbour 8
Hall Community Resilience Center with Pogo Park
5/22/2026 6:59 PM Moving Richmond Forward
31 127
Wastewater and Stormwater Assets

AREA HEADING
XXX
UNIT

PROMOTIONS
9 PERSONNEL
1 Training Chief
1 Battalion Chief
2 Fire Captains
3 Fire Engineers
1 Deputy Fire Marshal
2 Fire Inspectors
Moving Richmond Forward

JOINT FIRE ACADEMY
8 RECRUITS
17-Week Training:

Firefighting
Rescue Techniques
Confined Space
Haz Mat
EMS
INSTALLED 13
SMOKE ALARMS 3
Shields-Reid
35 Safer Homes
149 Residents
Supported
The Work that keeps Richmond Running – FY 2025-26 Accomplishment 5/22/2026 6:59 PM 128 32
Wastewater and Stormwater Assets
UNIT
Moving Richmond Forward
The Work that keeps Richmond Running – Richmond Youth Academy 25 Active Cadets
15 2024 Graduates
10 2026 Graduates
15 2025 Graduates
Graduates
Hired by
Richmond Fire
Department 4Since 2025
5/22/2026 6:59 PM 129 33
Fire Administration Demands Affecting Core Service Delivery Moving Richmond Forward 34

STRATEGIC

INITIATIV
ES

STAFF MILESTONE WORKLOAD

CAPACITY
ALS Program Goal # 3
& 4
Fire Chief
City Manager
In
Progress
HIGH
ALS Job
Specification
Goal # 5 Fire Chief
HR
Project
Manager
In
Progress
HIGH
Meetings with
County EMS
Agency
Goal # 3
& 4
Fire Chief Ongoing HIGH
Meetings with
neighboring fire
and public
safety agencies
Goal # 4 Fire Chief
Deputy Chief
Ongoing HIGH
Labor-Management
Meeting
Goal # 4
& 5
Command Staff Ongoing MED
Presentation to
RNCC
Goal # 4 Fire Chief
Deputy Chief
Ongoing MED
Council
Presentations
Goal # 4 Project
Manager
Ongoing MED
5/22/2026 6:59 PM Moving Richmond Forward
130
Support Services Demands Affecting Core Service Delivery Moving Richmond Forward 35

STRATEGIC

INITIATIV
ES

STAFF MILESTONE WORKLOAD

CAPACITY
Fire Station
Improvements
Goal # 3,
4, 5
Fire Chief
Deputy Chief
In
Progress

MED HIGH
Apparatus BuildOut (Engine, TDA,
Haz Mat, Rescue)
Goal # 3,
4, 5
Fire Chief
Deputy Chief
Project
Manager
In
Progress

MED HIGH
Fire Boat Repair
and
Marine Program
Goal # 3,
4, 5
Fire Chief
Deputy Chief
Project
Manager
In
Progress

MED HIGH
Station and
Apparatus
Inspections
Goal # 4 Battalion
Chief
Ongoing MED
Negotiations and
Administration of
Contracts
Goal # 3,
4, 5
Administration
Project
Manager
Ongoing MED HIGH
Acquisition of
Fire Equipment
Goal # 4 Administration
Project
Manager
Ongoing MED HIGH
5/22/2026 6:59 PM 131
Moving Richmond Forward 36
1 2
4 13
14 ACTIVE CONTRACTS
2 APPROVED PENDING EXECUTION
4 PENDING COUNCIL APPROVAL
13 IN PROGRESS
Support Services Demands Affecting Core Service Delivery

FIRE DEPARTMENT CONTRACTS
5/22/2026 6:59 PM 132

STRATEGIC

INITIATIV
ES

STAFF MILESTONE WORKLOAD

CAPACITY
Recruit Academy Goal # 5 Training
Director
Academy Cadre
In
Progress
HIGH
Promotion Exam
Development and
Administration
Goal # 5 Fire Chief
Deputy Chief
Training
Director
In
Progress

MED HIGH
Mandated Annual
Training
(EMT, Confined
Space)
Goal # 4
& 5
Training
Director
Ongoing MED HIGH
Annual Physical
and Wellness
Check-Ins
Goal # 5 Training
Director
Project
Manager
Ongoing MED HIGH
Peer Support and
Critical Incident
Training
Goal # 5 Fire Chief
Training
Director
Project
Ongoing MED HIGH
Training Division Demands Affecting Core Service Delivery Moving Richmond Forward 37 5/22/2026 6:59 PM 133

STRATEGIC

INITIATIVES

STAFF MILESTONE WORKLOAD

CAPACITY
~2000 State
Mandated
Inspections
(Defensible
Space,
Institutions,
Licensed Care
Facilities)
Goal # 3 &
4 Fire Marshal
Fire
Inspectors
In
Progress
HIGH
~3600 Operating,
Construction,
Special Events
Permit
Goal # 1,
2, 3, & 4
Fire Marshal
Fire
Inspectors
In
Progress
HIGH
Public Education
and Community
Events
Goal # 4 Fire Marshal
Fire
Inspectors
Engine/Truck
Co.

In
Progress
MED
Vegetation
Management
Program
Goal # 3 &
4 Fire Marshal
Project
Manager
Ongoing HIGH
Community Risk Goal # 3 & Fire Marshal Ongoing MED HIGH Fire Prevention Demands Affecting Core Service Delivery Moving Richmond Forward 38 5/22/2026 6:59 PM 134

STRATEGIC

INITIATIVE
S

STAFF MILESTONE WORKLOAD

CAPACITY
CERT and PostAcademy
Continuing
Education
Goal # 4 Emergency
Services
Manager
Ongoing HIGH
EOC Training Goal # 4 &
5 Emergency
Services
Manager
Ongoing HIGH
EOP Update Goal # 4 Emergency
Services
Manager
In
Progress
HIGH
Local Response
Update
Goal # 3,
4, 6
Emergency
Services
Manager
In
Progress
HIGH
Disaster
Preparedness
Exercise
Goal # 3,
4, 6
Emergency
Services
Manager
In
Progress
HIGH
Emergency Services Demands Affecting Core Service Delivery Moving Richmond Forward 39 5/22/2026 6:59 PM 135
Training Division
Development

1. Training Division Facility
Upgrade

2. Career & Professional
Development
Ensures operational readiness
through adequate training
facilities and supports
advanced skill development
Improve response readiness and
service delivery. Strengthens
leadership development, and
retention
Administrative workloads across multiple divisions are at full capacity, requiring staff to stagger multiple projects to manage competing priorities. This has resulted in extended timelines and a slowdown in the delivery of internal services.

Administration

1. Mission, Vision, & Values Update
Aligns the organization’s
identity with current service
demands and community
expectations
Updated foundational mission,
vision, and values guidance will
improve service delivery and
better serve the community
Operations

1. Grant Opportunities

2. Industry Best Practices
Implementation

3. Operating Procedures & Response
Updates
Secures external funding for
equipment, training, and
technology.

Improve service through the
adoption of nationally recognized
standards
More reliable and effective
emergency response with enhanced
personnel and community safety
Technology Upgrade

1. Tablet Command Implementation

2. Radio Replacement
Enhances real-time situational
awareness/resource tracking and
improve communication
reliability
Faster dispatching, improved
emergency scene management and
communications

PROJECTS PURPOSE IMPACT
Moving Richmond Forward 40
How Limited Capacity Affects Service Delivery
5/22/2026 6:59 PM 136
What Support Protects Core Service Delivery
To continue delivering core services and fulfill the City Council’s initiatives, the Fire Department requires the following resources and support:

Personnel
Adequate operational staffing to meet minimum
staffing requirements, along with sufficient
administrative personnel to manage projects and
contracts
Facilities
Support update of fire stations, training
facility, and spaces to support and accommodate
future programs such as Advanced Life Support
(ALS) Funding &
Financial Resources
Continued financial support to maintain and
replace fire apparatus and equipment utilized for
emergency response
Partnerships &
Collaboration
Support collaboration with regional fire and
public safety agencies to ensure effective and
coordinated emergency response
Fire Prevention
Services
Ensure full staffing of division and the support
of innovative methods to expand services and
division to improve public safety
Moving Richmond Forward 41 5/22/2026 6:59 PM 137
5/22/2026 6:59 PM 42
Transitio
n Break
MOVING RICHMOND FORWARD 138
CITY ATTORNEY’S OFFICE
Overview of Agency
Workload, Capacity, and
Service Impact
FY 2026–27 Budget Discussion
5/22/2026 6:59 PM Moving Richmond Forward 139 43
The City Attorney’s Office At A Glance:
Advising the Richmond City Council, Mayor, and all City departments, including the Housing Authority, Police, Fire, Port, and City boards and commissions Litigation management and defending the City and Housing Authority in civil litigation in federal and state court
(FY25/26 through April 28, 2026—143 total claims against COR, with 37 litigated claims) Responding to requests for legal opinions on a wide range of legal issues, including immigration, labor negotiations, drafting ordinances and resolutions, reviewing all City contracts, and negotiating terms of major contracts and real estate transactions (FY25/26 through May 18, 2026—913 RLOs)
Providing ongoing support and legal staffing for various City boards and commissions, including Planning Commission, Design Review Board, Community Police Review Commission, Personnel Board, and Historic Preservation Commission
Responding to Public Records Act Requests and Subpoenas, and providing document review (FY25/26 through May 18, 2026—1593 PRAs and 102 subpoenas) 5/22/2026 6:59 PM Moving Richmond Forward 140 44
Why this matters now Council Priorities and City Attorney’s Office Workload The City Attorney’s Office supports core functions while also contributing to multiple City Council Strategic Goal areas.

1. Housing &
Homelessness
 Advises the Richmond Housing Authority, Housing
Division, and Community Development Department
by reviewing contracts, leases, resolutions,
ordinances and grants related to housing and
community development initiatives
 Provides legal support to the Planning Department
for all aspects of planning, land use, and housing
development matters
 Assists with projects including:
 Tiny Villages for Emergency Housing
 Richmond Community Foundation shortterm housing initiatives  The Riveter Project for affordable and
sustainable housing
 Provides legal support to Code Enforcement and the
Police Department regarding issues involving
unhoused individuals and encampments

3. Quality of Life &
Community Health
 Supports Arts & Culture, Children & Youth,
Community Services, Economic Development,
Employment & Training, Library, Parks, and
Recreation Departments with grants and contracts
supporting community events and outreach
programs
 Provides guidance to minimize risk through safety
and risk management trainings
 Advises and supports Code Enforcement in
enforcement efforts, including:
 Enforcement of the tobacco retailers
ordinance
 Abatement of public nuisances
5/22/2026 6:59 PM Moving Richmond Forward 45

2. Revenue & Economic
Development
 Provides legal guidance to the Finance Department,
including review of financial policies,
implementation of tax measures, assists with
internal and external audits, and updates to the
master fee schedule
 Negotiates leases, contracts, and obtain licenses in
support of Port and Real Estate Departments
 Guides the Transportation Department with
interagency agreements involving public agencies
and private entities, including Contra Costa County,
Lyft, and Uber
141
Why this matters now (continued) Council Priorities and City Attorney’s Office Workload The City Attorney’s Office supports all 6 goal areas, with the greatest ongoing capacity demands in the areas of legal advice and counsel to Internal Infrastructure & Processes, Public Safety, and Housing & Homelessness.

4. Public Safety
 Counsels the Richmond Police Department, Fire
Department, Office of Emergency Services, and
Office of Neighborhood Safety on policy
development and risk management
 Supports and advises the interdepartmental team
formed to respond to federal immigration
enforcement efforts
 Drafts and updates ordinances limiting cooperation
with federal immigration enforcement
 Provides ongoing legal support to the Community
Police Review Commission to promote
accountability and public trust

6. Shoreline &
Ecological
Sustainability
 Provides legal advice and support to Community
Development on matters involving shoreline
protection
 Advises the Port on legal and regulatory matters
 Provides legal guidance and support to the
Wastewater Division to ensure compliance with
applicable laws and the 2018 Baykeeper settlement
5/22/2026 6:59 PM Moving Richmond Forward 46

5. Internal
Infrastructure &
Processes
 Provides comprehensive legal support for Public
Records Act compliance, including reviewing and
drafting responses, advising on disclosure
obligations and exemptions, and reviewing and
redacting records prior to production
 Advises all departments and divisions on best
practices to ensure compliance with applicable laws
 Reviews and provides legal support for all City
Council meetings, including review of agenda items
 Collaborates with City staff to develop citywide
policies, including modifications to the RMC and the
recently adopted records retention policy
 Provides ongoing support and staffing for multiple
boards and commissions
142
The Work That Keeps Richmond Running – City Attorney’s Offi 5/22/2026 6:59 PM Moving Richmond Forward 47
Core Service /
Function
Required / Mandated Tasks

PUBLIC RECORDS ACT

REQUESTS AND SUBPOENAS
Document review and responses for all City departments pursuant to state law and court orders.

LITIGATION MANAGEMENT Defend the City and Housing Authority in civil litigation in federal and state court.

File proactive lawsuits to protect Richmond.

REQUESTS FOR LEGAL

OPINIONS
Advise and respond to requests for legal opinions on a wide range of issues for the City Council, Mayor, all City departments, boards and commissions, including on immigration, labor negotiations, and drafting and reviewing contracts, resolutions, and ordinances.

INTERDEPARTMENTAL AND

AGENCY COORDINATION
Coordinate with other City departments, agencies, and outside counsel for projects, contract negotiations, and litigation.

TRAININGS AND ADVICE Provide trainings to City Council, board and commissions members, and City staff on the Brown Act, Public Records Act, ethics and new laws, and best practices to limit risk and liability.

STAFFING BOARDS AND

COMMISSIONS
Provide continuous support and legal staffing for City boards and commissions, including Planning Commission, Design Review Board, Historic Preservation Commission, Personnel Board, and Community Review Police Commission.

ADMINISTRATIVE WORK Review and file litigation documents; track all claims, PRA requests, RLOs, and subpoenas; issue litigation holds and attend small claims hearings for the City; process and pay legal invoices; and draft legal service agreements, agendas, and contracts.
143
How Limited Capacity Affects Service Delivery
As of May 18, 2026, the City Attorney’s Office is authorized for 10 full-time positions. There are currently 6 attorneys, 1 Law Office Supervisor, and 2 Office Specialists. There is 1 unfilled attorney position. Current conditions related to staffing level and workload volume continue to affect the department’s operational capacity. As additional priorities or unplanned demands arise, resources may need to be redirected from existing functions and planned initiatives to maintain essential operations and compliance responsibilities.

Currently operating in a REACTIVE instead of PROACTIVE capacity Impacts include delays in developing thoughtful, sustainable services and programs to address ongoing City issues—such as a City-wide risk management program, as well as a greater reliance on outside counsel, leading to increased vendor costs.

As operational capacity and available resources improve, the City Attorney’s Office can expand and enhance service areas currently limited by workload demands and operational constraints. Improvements include expanded services such as in-house litigation, increased proactive operations such as forwardlooking planning and preventative measures, improved response times, and greater operational effectiveness. 5/22/2026 6:59 PM
Moving Richmond Forward 48 144
What Support Protects Core Service Delivery
Core Service delivery is achieved when the City Attorney’s Office is adequately staffed to reduce outside vendor costs, departments assist with PRA first level document reviews, and attorneys and staff have access to cutting edge-technology.

Fill vacant position and
add additional attorney
and administrative staff
Additional staffing, including attorneys, paralegal, and administrative assistant and/or legal secretary, are necessary to absorb legal work in-house, reducing outside vendor costs Advanced technology New PRA processing program (e.g.—GovQA), document redaction program (e.g..—Logikcull), and case and court calendaring program (e.g.—Deadline Assist) for efficiency. Better IT-located relevant documents and more streamlined retention processes Department staff completing
first phase of PRA redactions
regarding personal identifiable
information
Develop policies with each department, identifying points of contact, to respond to requests for information and documents
Promotes efficiency and timeliness
5/22/2026 6:59 PM Moving Richmond Forward 49
Remove RLO requirement for nonsubstantive matters
(proclamations, certain
presentations, etc.) 145
The WCITY ATTORNEY’S OFFICE
7 Legal Advice--Advising &
responding to requests for legal
opinions on a wide range of legal
issues for the City Council, Mayor, &
all City Departments, Boards &
Commissions
55%
PRAs & Subpoenas--Facilitating PRA document
review & responses for all City Departments
15%
Litigation Management--Defending the
City & Housing Authority in civil
litigation in federal & state court
20%
Administration--Updating procedures;
overseeing/tracking/preparing budget
reports & presentations; records
management; intra-and
interdepartamentally
tracking/drafting/reviewing agendas,
agreements & invoices; and facilitating
meetings & conferences…

ESTIMATED PERCENTAGES OF TIME SPENT ON

DAILY OPERATIONS & PROJECT CAPACITY

THE WORK THAT KEEPS RICHMOND RUNNING
146
City Clerk’s Office
Overview of Agency
Workload, Capacity, and
Service Impact
FY 2026–27 Budget Discussion
Core services are currently utilizing 100% of the
City Clerk’s Office staff capacity. While
additional assignments, new legislative mandates,
or Council-directed initiatives are welcome,
accommodating them may require the reprioritization
of existing services.
5/22/2026 6:59 PM Moving Richmond Forward 147 51
Why this matters now Council Priorities and City Clerk Workload The City Clerk’s Office supports core functions while also contributing to multiple City Council Strategic Goal areas.

2. Revenue & Economic Development
Passport program supports City Council
Strategic Goals area #2 – generates revenue
for the office

3. Quality of Life & Community health
• The Passport program also supports City
Council Strategic Goals area #3 by
providing a local convenient local option
for obtaining a passport.

5. Internal Infrastructure &
Processes
• The duties of the Clerk’s Office supports
City Council Strategic Goals area #5 by
ensuring that City Council meetings are
well-organized, transparent, and compliant
with open meeting laws such as the Brown
Act. Also, as the official custodian of a
city’s legislative and administrative
records, ensuring they are properly
created, maintained, and made accessible
to the public.
• Administer our elections, keeping our
democracy safe and secure supports City
Council Strategic Goals areas #2 and #5.

The City Clerk’s Office supports three goal areas, with the greatest ongoing capacity demands in area 5
5/22/2026 6:59 PM Moving Richmond Forward 52
• .
148
The Work that keeps Richmond Running
5/22/2026 6:59 PM Moving Richmond Forward 53
Core service /
function
Required / mandated tasks
Accepts and
immediately
processes documents
upon receipt
Public Records Requests, claims against the City and RHA, subpoenas, B/C applications for appointments/reappointments Election Official Administer our elections, keeping our democracy safe and secure.

Extensive training is required to make sure the necessary rules and laws are followed as impartially conducting elections.

Passport Acceptance
Facility
The City Clerk’s office serves as a passport acceptance facility, providing a convenient local option for residents who need to apply for a U.S. passport.

City Council
Meetings
The City Clerk is the official responsible for ensuring that City Council meetings are well-organized, transparent, and compliant with open meeting laws such as the Brown Act. This includes agenda/packet preparation, distribution, and publishing. SB707 required cities to translate agendas into Spanish and published 72 hours (regular meeting) and 24 hours (special meeting).

Agenda Management
Systems
City Clerk’s Offices use agenda management systems to eliminate labor-intensive paper trails and ensure strict legal compliance.

These tools automate repetitive manual tasks, centralize crossdepartmental collaboration, and instantly publish meeting packets and legislative records to the public.
149
The Work that keeps Richmond Running – Cont’d
5/22/2026 6:59 PM Moving Richmond Forward 54
Core service /
function
Required / mandated tasks
Responsible for
formatting,
numbering, and
publishing
Ordinances,
Resolutions, and
Legislative Records
The city clerk is the official custodian of a city’s legislative and administrative records, ensuring they are properly created, maintained, and made accessible to the public.

This role is central to transparency, compliance, and the smooth operation of local government. These records include, but are not limited to ordinances, resolutions, minutes, agendas, statements of economic interest, campaign and other financial disclosure related filings.

Boards,
Commissions, and
Committees
Administration
Accept and process applications for appointments to Richmond Boards, Commissions, and Committees ensuring all submissions are complete and accurately recorded.
• Maintain and update the City’s Boards, Commissions, and Committees website with current membership, vacancies, term expirations, meeting information, and relevant public materials. • Track member terms and proactively contact board and commission members prior to their term expiration to inform them of their eligibility for reappointment.
• Notify newly appointed members and commissioners, provide onboarding materials, and ensure they receive information about required training and compliance obligations.
• Ensure annual compliance with the Maddy Act, including preparation and publication of the yearly roster of all appointed officials. 150
Operational Demands affecting Core Service Delivery
Special initiatives, mandated compliance responsibilities, and major event operations draw on the same staffing resources required for most duties in the Clerk’s Office; therefore, clerks must be cross-trained. 5/22/2026 6:59 PM Moving Richmond Forward 55
Major initiative / Some
Challenges
Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity Public Records Requests:

Additional staffing is
essential to effectively
manage the growing volume
and complexity of public
records requests, as well
as to mitigate the City’s
exposure to legal risk
associated with strict
statutory compliance
requirements
Public records request is a formal,
written demand made to a government
agency asking for copies of its records.

Its main purpose is to ensure
transparency, accountability, and public
access to information that government
bodies create, receive, or maintain in
the course of their official duties (5.

Internal Infrastructure & Processes)
Lead: Deputy City
Clerks Jasuara
Castaneda and Ursula
Deloa
Backup: Deputy City
Clerk Sabrina Lundy
and City Clerk
Pamela Christian
This is an active daily
process with no insight to
catching up with the demand.

Requests for public records
have tripled in the last year.

We are looking to restructure
the City’s process.

AB 1821 (Pacheco) would
clarify business days vs
calendar days for responses
High
Elections: The addition
of a June primary was
successful incorporated
for even years by the
electorate in 2024. The
COR now holds a primary
and general election in
even years
A primary election serves as the
qualifying round before the General
November election. (5. Internal
Infrastructure & Processes)
Lead: City Clerk
Pamela Christian
Backup: all deputy
city clerks
Measure J was successfully
approved by the electorate of
Richmond on November 5, 2024.

June 2, 2026, is the first
Primary which will determine
final preparation for the
November 3, 2026, General
election
High
Passport Program
Although a passport
appointment may take less
than 20 minutes for a
single passport, much
time is spent making the
appointment – answering
questions, etc.

Passport program supports City Council
Strategic Goals are #2 and #3 – revenue
generator and provides the public with a
convenient local option for obtaining a
passport.

Lead: All staff -
City Clerk Pamela
Christian, Deputy
City Clerks Jasuara
Castaneda, Ursula
Deloa, and Sabrina
Lundy
This is an active daily
process,
Medium
151
Operational Demands affecting Core Service Delivery – cont’ Special initiatives, mandated compliance responsibilities, and major event operations draw on the same staffing resources needed for most duties in the Clerk’s Office, Clerks must be crossed-trained. 5/22/2026 6:59 PM Moving Richmond Forward 56
Major initiative / Some
Challenges
Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity Boards, Commission, and
Committees
administration
The primary purpose of government
boards, commissions, and committees is
to advise legislative bodies, guide
public policy, and oversee specific
community programs.(5. Internal
Infrastructure & Processes)
Lead: Deputy City
Clerks Sabrina Lundy
Backup: Deputy City
Clerk Jasuara
Castaneda and City
Clerk Pamela
Christian
This is an active daily
process – it is a process that
must be continually maintained
to provide accurate
information to the public
High
Formatting, numbering,
and publishing
Ordinances, Resolutions,
and Legislative Records
Some agendas may contain
several adopted
resolutions. The
following day, the
clerks begin receiving
requests for a certified
copy of the resolution.

Formatting, numbering, and
publishing resolutions, ordinances,
and legislative documents are the
foundation of legal validity,
transparency, and operational
efficiency. These practices ensure
the public can access and understand
local laws, protect governments from
legal challenges, and guarantee that
governance is orderly, consistent,
and legally enforceable. (5. Internal
Infrastructure & Processes)
Lead: Deputy City
Clerks Sabrina Lundy
and Ursula Deloa
This is an ongoing daily
process. Once a resolution or
ordinance is adopted by the
council, the document must be
formatted, numbered, and
published for the public
High
Agenda Management System
– eScribe
• Items not approved by
deadline is a major
issue
To ensure an agenda management system
works properly, we have automated
approval workflows, enforce strict
submission deadlines, standardize
document formats, and audit public
transparency portals. System health
relies on routine checks to maintain
data integrity. (5. Internal
Infrastructure & Processes)
Lead: City Clerk
Pamela Christian
Backup: Deputy City
Clerks Jasuara
Castaneda, Sabrina
Lundy, and Ursula
Deloa
Active status – ongoing
Must go out to bid within the
next 3 years
High
152
How Limited Capacity Affects Service Delivery
Work that gets Squeezed
• Public Records Requests is a
challenge with the legal risk
associated with strict
statutory compliance
requirements. (often require
cross-departmental coordination
and follow-up).
• Contract publication prior to
Docusign is a very low priority
currently due to staffing
levels and other demands. Given
the current resource
constraints, efforts are being
focused on higher-priority
tasks that have more immediate
impact.
• Updating permanent books is a
very low priority currently due
to staffing levels and other
demands. As a result, routine
maintenance and record updating
are deferred until staffing
levels improve or urgent needs
arise.

Operational Impact
Staff may be required to
divert attention from
routine tasks to focus on
urgent public records
requests and compliance
with legal requirements.

Operational efficiency can
be affected, with some
responsibilities delayed
or deprioritized due to
limited staffing and
heightened demands.

Resident / City impact
These challenges can
significantly affect client,
resident, and city services
by causing delays in
processing public records
requests and updating
essential documents.

As staffing levels are
stretched, responses to
requests and routine
administrative tasks may take
longer, potentially reducing
overall service efficiency
and responsiveness.

Prioritizing statutory
compliance over other duties
could lead to slower contract
publication and record
maintenance, which may
inconvenience residents and
clients relying on timely
information.

As operational capacity and available resources improve, the City Clerk’s Office may be able to restore, expand, or enhance service areas currently limited by workload demands or operational constraints. 5/22/2026 6:59 PM
Moving Richmond Forward 57 153

MILESTONES
Council directives and department success stories

SIMULTANEOUS TRANSLATIONS
• The Clerk’s Office was directed by
the council in 2025 by to provide
simultaneous translation in
Spanish for each council meeting
beginning January 2026.
• In collaboration with City
Clerk’s Office/KCRT/IT – this
task was completed in January
2026

AGENDA TRANSLATION
The City Clerk’s Office was
directed by the council in
2024 to provide City Council
agendas translated to
Spanish
• City Council agendas
are published in
Spanish and available
at the Clerk’s
website
Records Retention
Schedule
The City of Richmond’s Records
Retention Schedule was adopted
by the Council in April 2026
• Next Steps:

Implementation and
Training by the vendor on
the use of the schedule
5/22/2026 6:59 PM
Moving Richmond Forward 58 154
What Support Protects Core Service Delivery
This slide identifies the support needed to protect core service delivery as the Department balances Council priorities, mandated compliance requirements, and core services.

Public Records Requests
Additional staff will protect the City’s ability to meet Public Records Act requirements and provide timely and accurate responses, while reducing legal exposure from missed deadlines or errors.

Records Management
Additional Staff is needed for Records Management a core operational function that safeguards the City’s legal compliance, transparency, and organizational accountability by ensuring that information is properly retained, accessed, and disposed of according to established retention schedules and regulatory requirements. 5/22/2026 6:59 PM Moving Richmond Forward 155 59
Wastewater and Stormwater Assets
60 PUBLIC RECORDS

REQUESTS

PASSPORTS
1,718
New Requests Received June 1,
2025, through May 18, 2026
• 3,040 already in
Portal at the
beginning of the
reporting period
• 1,618 total number
closed during
reporting period
60 5/22/2026 6:59 PMo Moving Richmond Forward
Data Visualization

PASSPORT

APPLICATIONS

PROCESSED
76 JUNE 1, 2025, THROUGH
MAY 18, 2026, AND
FORWARDED TO THE U.S.

DEPARTMENT OF STATE
156
City Manager’s Office
“MOVING RICHMOND FORWARD”
Overview of Agency Workload,
Capacity, and Service Impact
FY 2026–27 Budget Discussion
Increasing operational demands, enterprise-wide
coordination responsibilities, infrastructure
initiatives, fiscal stabilization efforts, and
Council-directed priorities continue to affect
organizational capacity, implementation
sequencing, and proactive strategic planning
efforts across City-wide operations.
5/22/2026 6:59 PM Moving Richmond Forward 157
Why this matters now
The City Manager’s Office supports implementation across all six Council Goal Areas, with the greatest operational coordination demands occurring within fiscal sustainability, infrastructure modernization, enterprisewide implementation, and organizational operations.

1. Housing & Homelessness
Coordinating homelessness response efforts, housing initiatives, encampment response activities, and regional partnerships requires ongoing collaboration between operational departments, external agencies, community organizations, and executive leadership. As service expectations and community needs continue evolving, implementation oversight and cross-department coordination demands continue increasing across the organization.

2. Revenue & Economic Development
Advancing fiscal stabilization efforts, long-term financial planning strategies, economic development coordination, and revenue generation initiatives requires sustained executive oversight and enterprise-wide collaboration. Ongoing efforts related to financial reforms, liability reduction strategies, budget coordination, and operational sustainability continue to increase implementation complexity across multiple departments.

3. Quality of Life & Community health
Implementing major park improvement projects, community investment initiatives, operational coordination supporting alternative response programs, and service enhancement efforts requires ongoing planning, interdepartmental coordination, and implementation management. Continued investment in community-focused initiatives increases operational coordination demands across service areas citywide.
5/22/2026 6:59 PM Moving Richmond Forward 62
158
Why this matters now
Supporting public safety operations, emergency coordination efforts, recruitment initiatives, alternative response implementation strategies, and cross-department operational planning requires continuous executive coordination and organizational alignment. Balancing these responsibilities alongside broader citywide operational priorities continues to increase enterprise coordination demands.

Advancing enterprise modernization efforts, operational process improvements, technology investments, CIP transparency initiatives, and implementation tracking systems requires significant organizational coordination and executive oversight. Major initiatives including the Wastewater Reliability and Veolia transition process continue to increase operational complexity and enterprise-wide implementation responsibilities.

Coordinating shoreline resiliency planning efforts, sustainability initiatives, environmental infrastructure planning, and regional adaptation strategies requires long-term implementation planning and sustained intergovernmental collaboration. As environmental and infrastructure priorities continue evolving, operational coordination demands continue increasing across departments and partner agencies.

4. Public Safety

5. Internal Infrastructure &
Processes

6. Shoreline & ecological
sustainability
The City continues advancing multiple City-wide priorities requiring sustained executive coordination, operational oversight, fiscal stewardship, and cross-department implementation support.

As infrastructure demands, fiscal pressures, labor costs, modernization initiatives, and Councildirected priorities continue expanding simultaneously, strategic prioritization and coordinated implementation become increasingly important to maintaining operational continuity and effective service delivery across the organization
5/22/2026 6:59 PM Moving Richmond Forward 63
159
The Work that keeps Richmond Running
5/22/2026 6:59 PM
Moving Richmond Forward
64 Core service / function Required / mandated tasks
Council Support & Policy
Implementation
Coordination of City Council agendas, legislative packets, policy implementation, Council follow-up items, labor negotiations, public communications, workshops, strategic planning discussions, and alignment with adopted Council priorities and ordinances.

Fiscal Stewardship & Budget
Coordination
Development of operating and capital budgets; coordination of fiscal stabilization efforts, departmental funding requests, labor cost impacts, expenditure reductions, revenue strategies, grants, audit response efforts, and long-term financial sustainability planning.

Citywide Operational
Coordination & Service
Continuity
Coordination of operational priorities, implementation timelines, infrastructure initiatives, homelessness response efforts, staffing issues, service disruptions, and interdepartmental problem-solving affecting city operations and continuity of services.
160
161
The Work that keeps Richmond Running
5/22/2026 6:59 PM Moving Richmond Forward 66
Core service / function Required / mandated tasks
Strategic Initiatives,
Infrastructure & Organizational
Improvement
Coordination of major citywide initiatives including
Wastewater Reliability and Veolia transition planning, park improvement projects, modernization efforts, transparency initiatives, technology improvements, implementation
tracking, and organizational process improvements.

Intergovernmental Coordination &
Community Partnerships
Coordination with regional agencies, County, state and
federal partners, transportation and environmental agencies, community organizations, labor groups, school districts, neighboring jurisdictions, and regional stakeholder
partnerships.

Emergency Coordination &
Operational Response
Coordination of citywide operational response efforts during emergencies, infrastructure failures, severe weather events, public safety incidents, labor disruptions, and urgent
service continuity situations affecting the community.
162
Operational Demands affecting Core Service Delivery
5/22/2026 6:59 PM Moving Richmond Forward
67 Major initiative / Pressure point Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity Fiscal Solvency & LongTerm Financial
Sustainability
Maintain balanced operations
while addressing labor cost
growth, infrastructure investment
needs, reserve stability,
liability reduction strategies,
and long-term fiscal
sustainability priorities.

City Manager’s
Office, Finance,
Department
Directors
Active — FY 26–27
budget implementation
and multi-year fiscal
planning
High
Wastewater Reliability &
Veolia Transition
Coordination
Coordinate implementation
planning, procurement oversight,
infrastructure continuity
efforts, stakeholder
coordination, and long-term
operational planning related to
the Wastewater Reliability and
Veolia transition initiative.

City Manager’s
Office, Public
Works, Utilities,
Legal, Finance
Active — procurement
coordination and
transition planning
High
Citywide Infrastructure,
CIP & Parks Implementation
Coordination
Coordinate major park renovation
projects, capital improvement
initiatives, transportation
safety efforts, and
infrastructure implementation
activities requiring
interdepartmental coordination
and funding alignment.

City Manager’s
Office, Public
Works, Community
Services, Economic
Development
Active — ongoing
project coordination
and implementation
tracking
High
Enterprise Modernization &
Organizational Improvement
Advance modernization initiatives
including operational
City Manager’s
Office,
Active — phased
modernization and
MediumHigh
163
Operational Demands affecting Core Service Delivery
As City-wide priorities, infrastructure investment efforts, fiscal pressures, and implementation responsibilities continue expanding simultaneously, strategic prioritization and coordinated sequencing become increasingly important to maintaining operational continuity and effective service delivery. 5/22/2026 6:59 PM
Moving Richmond Forward 68
Major initiative / Pressure point Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity Council Priorities, Emerging
Initiatives & Community
Response Coordination
Coordinate implementation of
Council-directed priorities,
emerging community initiatives,
homelessness response coordination,
regional partnerships, and urgent
organizational priorities requiring
rapid response.

City Manager’s
Office and
Department
Leadership
Ongoing — continuous
coordination and
implementation support
High
Labor Negotiations &
Workforce Stabilization
Coordinate labor negotiations,
workforce planning, recruitment
stabilization efforts, compensation
impacts, succession planning, and
staffing strategies affecting
service delivery and operational
continuity.

City Manager’s
Office, Human
Resources, Finance
Active — ongoing labor
coordination and
workforce planning
High
Emergency Preparedness, Risk
Management & Service
Continuity
Coordinate preparedness planning,
emergency response support,
continuity planning efforts,
operational risk management
activities, infrastructure
disruption response coordination,
and citywide service continuity
planning.

City Manager’s
Office, Fire,
Police, Public
Works, Human
Resources
Active — emergency
coordination and
continuity planning
Medium-High
164
5/22/2026 6:59 PM Moving Richmond Forward 69 165
What We Do – Oversight, Compliance &
Infrastructure
70 Work that Gets Squeezed
• Long-range strategic planning and
organizational improvement
initiatives
• Enterprise process improvement
and modernization efforts
• Proactive coordination and
implementation planning
• Performance tracking, operational
analytics, and reporting
improvements
• Grant development and external
funding opportunities
• Cross-training, succession
planning, and workforce
development efforts
• Expanded community engagement and
proactive communication efforts
• Long-term policy development and
implementation sequencing
Operational Impact
• Increased reactive workload and
issue response coordination
• Delayed implementation timelines
for organizational initiatives
• Reduced capacity for proactive
operational planning
• Slower advancement of
modernization and efficiency
initiatives
• Increased difficulty sequencing
multiple citywide priorities
simultaneously
• Reduced organizational
flexibility to respond to
emerging issues
• Greater operational strain across
shared coordination resources
• Increased reliance on short-term
operational responses
Resident City Impact
• Slower implementation of service
improvements and citywide
initiatives
• Delayed modernization benefits
and operational efficiencies
• Reduced responsiveness to
emerging community priorities
• Longer timelines for
implementation of Council
initiatives
• Reduced proactive communication
and community engagement capacity
• Increased difficulty sustaining
long-term organizational
improvements
• Less organizational flexibility
to support new initiatives
simultaneously
• Greater pressure on existing city
operations and coordination
systems
5/22/2026 6:59 PM Moving Richmond Forward
How Limited Capacity Affects Service Delivery
As operational demands, infrastructure priorities, and implementation responsibilities continue expanding simultaneously, the organization faces increasing tradeoffs between reactive operational demands and proactive organizational improvement efforts necessary to sustain long-term service delivery effectiveness. 166
What Support Protects Core Service Delivery
Protecting continuity of city services, implementation quality, fiscal sustainability, and long-term organizational effectiveness requires ongoing operational alignment, strategic prioritization, modernization efforts, and coordinated implementation across multiple departments and citywide initiatives.

Enterprise
Modernization &
Process Improvement
Continuing investment in modernization initiatives,
operational transparency tools, technology improvements, implementation tracking systems, and process efficiencies helps improve organizational effectiveness, coordination capacity, and long-term service delivery performance.

Workforce Stability &
Organizational
Capacity
Supporting workforce stability, succession planning,
cross-training, and operational continuity efforts helps sustain institutional knowledge, improve implementation capacity, and reduce operational disruptions across
citywide services and major initiatives.
5/22/2026 6:59 PM Moving Richmond Forward 71
Strengthening organizational alignment, modernization efforts, implementation sequencing, and long-term operational planning helps reduce tradeoffs between reactive operational demands and proactive organizational improvement efforts necessary to sustain effective City services.
167
What Support Protects Core Service Delivery
Protecting continuity of city services, implementation quality, fiscal sustainability, and long-term organizational effectiveness requires ongoing operational alignment, strategic prioritization, modernization efforts, and coordinated implementation across multiple departments and citywide initiatives.

Strategic
Prioritization &
Project Sequencing
Maintaining clear organizational priorities and realistic implementation sequencing helps reduce operational strain, improve coordination across departments, and sustain
progress on major infrastructure initiatives, Council
priorities, and long-term organizational goals.

Operational Alignment
& Cross-Department
Coordination
Strengthening coordination across departments helps
improve implementation consistency, operational
responsiveness, infrastructure planning, and continuity of citywide services while reducing duplication of effort and conflicting operational demands.

Fiscal Sustainability &
Long-Term Planning
Maintaining disciplined financial planning, expenditure monitoring, reserve stability strategies, and long-term forecasting supports sustainable service delivery while balancing infrastructure investment needs, labor costs, and evolving operational demands.
5/22/2026 6:59 PM Moving Richmond Forward 72
168
C I T Y M A N A G E R ' S O F F I C E | F Y 2 0 2 6 – 2 7 B U D G E T D I S C U S S I O N Immigrant Legal Services &
Public Awareness Program
Program Purpose
Launched per City Council direction (March 4, 2025) to expand legal representation and rights awareness for Richmond's immigrant community.

The program funds three community-based organizations to deliver direct immigration legal services (Category A) and public awareness campaigns and outreach (Category B), serving Richmond residents exclusively. $1M
Council allocation (FY 24–25 surplus)
$847K Three grantees
$143K Flex funding (amendment)
$10K Municipal IDs (separate)
Moving Richmond Forward 169 Council Update | May 2026
Grantees, Investment & Service Impact
Reporting Period: Program Launch (Sept/Oct 2025) – January 31, 2026 Catholic Charities East Bay
Category A — Legal Services + Outreach
$394,255
Contract Period: Oct. 2025 – Jun. 2027
Y E A R 1 P R O G R E S S ( T H R U F E B 2 0 2 6 )
• 114 service interactions delivered
• 61 client consultations
• Top services: Freedom of Information Act (FOIA),
U Nonimmigrant Status for victims of crimes (UVisa), Naturalization/citizenship (N-400), Application to Replace Permanent Resident Card
(I-90), Deferred Action for Childhood Arrivals
(DACA)
• 13 outreach events, ~190 participants
• ~$124K invoiced & paid to date
East Bay Sanctuary Covenant
Category A — Removal Defense & Affirmative
$323,119
Contract Period: Oct. 2025 – Jun. 2028
Y E A R 1 P R O G R E S S ( T H R U J A N 2 0 2 6 )
• 2 full-scope removal defense
representations
• 5 removal defense consultations
• Specialized focus on Maya-Mam
speakers and asylum cases
• Monthly deportation defense clinics
in partnership with Richmond orgs
Multicultural Institute
Category B — Public Awareness & Outreach
$130,000
Contract Period: Sep. 2025 – Jun. 2027
Y E A R 1 P R O G R E S S ( T H R U J A N 2 0 2 6 )
• 558 residents reached (143 day laborers +
415 community)
• 15 weeks of weekday street outreach
• 300 Know Your Rights & rapid response
cards distributed
• 8 workshops, 246 participants + 3 legal
clinics
• 72 Adopt-the-Corner allies trained across
17 sessions
E X P A N D E D S C O P E : Per Council direction (Oct 21, 2025), program scope was expanded to include emergency flex funds — food, utility, and rental assistance for immigrant families facing hardship. Amendment with Catholic Charities East Bay operationalizing this expanded 170 scope is being finalized.

C O M M U N I T Y I N A C T I O N
Know Your Rights &
Immigration Forum
May 2, 2026 • RYSE Center, Richmond
Hosted by Catholic Charities East Bay with RYSE Center, Reimagine Richmond, and City staff (LEAP)
40+ Richmond residents
received legal consultations on site
■ Catholic Charities East Bay led Know Your Rights workshops ■ Partner-supported resource navigation & family preparedness ■ Bilingual materials and free meals to keep the space welcoming City investment + grantee expertise + trusted venues = real access for Richmond residents. 171 Richmond Municipal ID Program City Manager's Office | Program Highlight The Richmond City ID is a municipal identification card that provides an official form of identification for residents who otherwise lack one — strengthening access to City services, healthcare, financial institutions, and transit, and advancing the program's authorizing purpose: improving public safety, increasing civic participation, and supporting local commerce.

Program Snapshot & Community Benefits Sample Card Designs Authorizing Foundation
Established by Richmond Municipal Code Ch. 2.64 (Ord. 16-11 N.S., 2011); launched in 2014 following a competitive RFP process to operate at no net cost to the City.

Inclusive Eligibility
Available to all Richmond residents regardless of immigration status; no SSN required. Serves immigrants, unhoused residents, youth, seniors, transgender residents, and survivors of domestic violence.

Broadly Accepted
Recognized by Richmond PD, all City departments, healthcare/Covered California, shelters, food banks, financial institutions (secondary ID), DMV (AB60 pathway), Peralta CCD, Amtrak/Greyhound, and more.

Secure Cloud-Based Processing
Applications run on SF Global's secure cloud platform; sensitive applicant data does not reside on City computers. Verification documents are deleted within 30 days of processing.

Shared Operating Model
Administered through the City Manager's Office (intake, eligibility verification, outreach) with SF Global, LLC providing the web platform, card production, and bilingual (English/Spanish) toll-free support. 5/19/2026 Moving Richmond Forward
172
Richmond Municipal ID Program: By the Numbers City Manager's Office | Program Highlight Program reach, applicant access channels, and recent activity, based on data reported by SF Global, LLC

PROGRAM-TO-DATE
1,606
TOTAL IDs ISSUED
• Since 2014 program launch
• 12 years of continuous service
• Adults, youth, and seniors served
• Hybrid online + in-person access
2025 CALENDAR YEAR
232
IDs PROCESSED
• 186 new issuances
• 46 renewals
• In-person: 125 (54%)
• Online: 107 (46%)
2026 YEAR-TO-DATE
70 IDs PROCESSED*
• 53 new + 14 renewals (3 pending)
• In-person: 36 (51%)
• Online: 34 (49%)
*As of May 2026
Source: Richmond Municipal ID Program data, reported by SF Global, LLC. 2026 figures as of May 2026. 5/19/2026 Moving Richmond Forward
173
Municipal ID Program Trajectory: 12 Years of Service City Manager's Office | Program Highlight Annual ID issuance, 2014–2025
278
165
130
98 93
54 16
58 122
155
205
232
0 50
100
150
200
250
300
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1,606 IDs Issued
Sustained service across 12 program years (2014–2025).

Even through pandemic disruption, the program has
remained continuously available to Richmond residents.
14× Rebound Since 2020
After in-person intake collapsed during the pandemic (16 IDs in 2020), issuance has climbed steadily, reaching 232 in 2025, approaching launch-year demand.

Hybrid Access Model
The 2022 contract formalized online (Zoom-based)
intake. Online now accounts for ~46–49% of applications and is a key driver of recent growth.

Source: Richmond Municipal ID Program data, reported by SF Global, LLC. 5/19/2026 Moving Richmond Forward
174
Department of
Children and Youth
Richmond Fund for Children and Youth
(RFCY)
Overview of Department Workload,
Capacity, and Service Impact
FY 2026-27 Budget
Discussion Core services currently consume nearly 100% of RDCY's 4.5 FTE capacity.

The Charter caps administrative funding at 10% of the RFCY (85% direct grants / 5% evaluation / 10% administration), making it difficult to absorb new mandates, supplemental grant cycles, or Council-directed initiatives without
reducing capacity for grant administration, oversight, and evaluation.
5/12/2026 Moving Richmond Forward 3
Picture Provided
by Hidden Genius
Project
175
Why this matters now Council Priorities and DCY Workload Department staff supports core Richmond Fund for Children and Youth functions while also advancing multiple City Council Strategic Goal areas (Adopted September 27, 2023).

1. Housing & Homelessness
RFCY-funded Basic Needs programs ($620K, FY 21-24) provide wraparound services for youth and families experiencing housing and food insecurity, complementing citywide efforts (Tiny Village, Homekey, Encampment Resolution Funding).

4. Public Safety
RFCY directly funds Youth Violence Prevention ($805K, FY 21-24) - aligned with Council Goal 4.2 (alternatives to police, ONS collaboration). Prevention-focused programming reduces youthperpetrated violence and supports community safety upstream.

2. Revenue & Economic Development
RFCY funds Education & Employment/Training ($2.13M, FY 21-24) - directly advancing Council Goal 2.1: workforce pathways for youth.

Includes partnerships with City Employment & Training, YouthWORKS, Richmond BUILD, Healthcare Pathways, and apprenticeships.

5. Internal Infrastructure & Processes
Advances Council Goal 5.1 (right staffing/fill vacancies - DCY Admin Assistant hire in progress and starting process with additional Management Analyst) and Goal 5.3 (modernize IT - Submittable platform rollout). Independent evaluation by WestEd ensures fiscal accountability.

3. Quality of Life & Community Health
RFCY's six priority areas - Mental & Behavioral Health, Education, Outof-School Time, Violence Prevention, Basic Needs, Information/Case Mgmt - directly improve social determinants of health. 58,261 youth encounters across 121 sites in FY 21-24.

6. Shoreline & Ecological Sustainability
RFCY grantees including Watershed Project's Green Collar Corps engage Richmond youth in environmental education, restoration, and shoreline stewardship - building youth leadership in line with the Blue/Green New Deal direction (Goal 6.1.b).

RDCY supports all six Council goal areas. Greatest ongoing capacity demands: Quality of Life & Community Health, Public Safety, Revenue & Economic Development, and Internal Infrastructure. 5/12/2026 Department of Children and Youth | Moving Richmond Forward 176
The work that keeps Richmond running – Department of Children and Youth Core service / function Required / mandated tasks
Grant Administration (Funder)
Administer the RFCY grant program in alignment with Measures E & K, the Strategic Investment Plan (SIP), and Oversight Board direction; release RFPs, execute grant agreements, conduct site visits, review progress reports, process invoices/reimbursements. Currently administering 37 active grants with 36 organizations (FY 2025-2027 cycle).

Oversight Board Support
(Supporter)
Provide staff support to the 15-member Oversight Board: recruitment and retention, training, agenda preparation, meeting facilitation, public noticing, and minutes - in compliance with the Brown Act and Charter Article 15.

Community Needs Assessment
& Strategic Investment Plan
Lead, contract, and manage development of the Community Needs Assessment (CNA) and three-year Strategic Investment Plan (SIP) - the Charter-required documents that guide grant priorities. Next CNA/SIP cycle launches with consultant RFP in October 2026.

Annual Evaluation (Evaluator)
Facilitate the Charter-mandated annual independent evaluation through a third-party evaluator (currently WestEd). Compile and analyze grantee quarterly reports, surveys, site visits, and outcome data; deliver annual report to Oversight Board and City Council.

Convening, Collaboration &
Advocacy
Convene interdepartmental and cross-agency meetings (WCCUSD, County, CBOs, philanthropy) to coordinate services; advocate for adequate funding and services for Richmond children and youth; provide technical assistance and capacity-building to grantees.
5/12/2026 Department of Children and Youth | Moving Richmond Forward 177
178
Operational Demands affecting Core Service Delivery
- Continued
Major initiative / Pressure
point Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity FY 2025-2027 RFCY Grant Cycle
Administration
Day-to-day grant management for 37
active awards; supports Quality of Life,
Public Safety, Economic Development
goals.

Sr. Mgmt Analyst,
Assoc. Mgmt Analysts
(2), Mgmt Analyst
Active. Next: site visits, quarterly
reporting, invoicing through Dec.
2027.

High
Supplemental $1.5M RFCY
Grant Allocation FY 2026-2027
Distribute new General Fund revenue to
next-eligible FY 2025-2027 applicants
per Oversight Board direction.

Director, Sr. Mgmt
Analyst, Assoc. Mgmt
Analysts
Active. Council approval anticipated
May 26, 2026; grant agreements to
follow.

High
RFCY Annual Evaluation
(WestEd)
Charter-required independent
evaluation; informs Council, Oversight
Board, and grantee improvement.

Director, Sr. Mgmt
Analyst, WestEd
Active. Final 2025 report and Council
presentation pending. High
Next RFCY CNA/SIP (FY 2028-
2030 Cycle)
Charter-required Community Needs
Assessment and three-year Strategic
Investment Plan.

Director, Sr. Mgmt
Analyst, Consultant
(TBD)
Active. Draft consultant RFP Oct.
2026; community engagement JanJune 2027.

High
RFCY Reauthorization
Implementation
(FY 2029-2038)
Council unanimously approved 10-year
extension; supports long-term planning
for ~$99M cumulative.

Director, City
Manager's Office
Active. Operationalize multi-year
planning; align with City budget
cycles.

Medium
Charter-required activities, two concurrent grant cycles, and the upcoming CNA/SIP renewal draw on the same 4.5 FTE who also support the Oversight Board and the annual independent evaluation. 5/12/2026 Department of Children and Youth | Moving Richmond Forward 179
Operational Demands affecting Core Service Delivery - Continued Major initiative / Pressure
point Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity RFCY Oversight Board
Support & Recruitment
(Ongoing)
Maintain 15-member Board,
agenda development, Brown Act
compliance, ongoing recruitment.

Sr. Mgmt Analyst,
Admin Assistant (.50
term)
Active. Ongoing Board recruitment,
with focus on youth members High
RFCY Financial Audit
Establish independent evaluation;
informs Council, Oversight Board, and
grantee improvement.

Director, Finance
Department,
consultant TBD
Developing timeline for onboarding
of independent auditor High
RFCY FY 2028-2030 Grant Cycle
RFP Release
Draft and release of RFP after CAN/SIP;
supports Quality of Life, Public Safety,
Economic Development goals.

Director, Sr. Mgmt
Analyst, Assoc. Mgmt
Analysts (2), Mgmt
Analyst
Develop timeline and draft RFP for
release in Summer 2027 High
RFCY Per-Client Data System
Establish updated data tracking system
for all RFCY grantees; informs Council,
Oversight Board, and grantee
accountability and improvement.

Director, Sr. Mgmt
Analyst, Assoc. Mgmt
Analysts (2), Mgmt
Analyst
Develop timeline for RFQ release;
timed for next 3-year cycle grantees
(FY 2028-2030)
High
ECIA Grant Management &
Administration
Day-to-day grant administration and
management for both upcoming, active
(32 grants) and closing out old awards;
supports Quality of Life, Public Safety,
Economic Development goals.

Sr. Mgmt Analyst,
Assoc. Mgmt Analysts
(2), Mgmt Analyst
Active. Next: site visits, quarterly
reporting, contract management and
invoicing through June 2027.

High
5/12/2026 Department of Children and Youth | Moving Richmond Forward 180
Operational Demands affecting Core Service Delivery - Continued Major initiative / Pressure
point Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity Immigration Legal Services
Grant Pilot Program
Day-to-day grant management for three
active awards; supports Quality of Life
and Public Safety.

Assoc. Mgmt. Analyst,
Sr. Mgmt. Analyst
Complete insurance clearance and
execution of contracts. Establish
reporting and data tracking tools for
grantees to follow
Medium
Municipal ID
Provide residents with access to photo
identification by taking in person
appointments, processing applications
and distributing cards; supports Quality
of Life and Public Safety.

Assoc. Mgmt. Analyst Ongoing. Need to train other City
staff to support this function. Medium
Anticipated support for
upcoming grant programs:
• Black Resiliency Project
• Mental Health
• Micro Grants
Support training of other City staff or
conduct potential build out of
miscellaneous city-wide grant programs
outside of Department
Director, Sr. Mgmt.

Analyst, Assoc. Mgmt.

Analysts (2), Mgmt.

Analyst
Establishment of Oversight Board for
BRP, and design phase for Mental
Health and Micro Grant programs
Medium
5/12/2026 Department of Children and Youth | Moving Richmond Forward 181
How Limited Capacity Affects Service Delivery
DCY is currently staffed at approximately 4.5 FTE (Director-level support, Senior Management Analyst, two Associate Management Analysts, one Management Analyst), plus two part-time student interns. The .50 term Administrative Assistant position is currently in the hiring process. The FY 2026-27 proposed budget includes a new Management Analyst position (1.0 FTE) to help address capacity gaps. The Charter limits administrative funding to 10% of the Fund, constraining the team's ability to absorb new mandates or supplemental grant cycles without redirecting resources from existing functions.

Work that Gets Squeezed
• Deeper site visits, in-person grantee checkins, and capacity-building / technical assistance beyond required minimums
• Timely invoice and reimbursement processing
(a concern flagged in WestEd's FY 2021-24
evaluation)
• Advocacy, convening, and cross-departmental
collaboration on youth-serving initiatives
• Strategic planning, communications, and
proactive Oversight Board development
• Additional ECIA grant cycles workload:
managing 32 grants FY25-26 + potentially 15-
20 new grants for FY26-27
Operational Impact
• Term and part-time positions absorb
permanent workload; institutional
knowledge is fragile
• Concurrent grant cycles (FY 2025-2027 +
supplemental two-year) administered by
the same 4.5 FTE
• CNA/SIP renewal, annual evaluation, and
reauthorization rollout all sit on the same
team
• Risk of staff burnout, turnover, and
inconsistent grantee experience
Resident / Community Impact
• Slower invoice and reimbursement
turnaround for nonprofit grantees -
especially difficult for small, emerging
organizations
• Reduced staff responsiveness to grantee
questions and concerns
• Less consistent technical assistance,
particularly for first-time or smaller CBOs
• Delayed or compressed communityengagement timelines for the next CNA/SIP With strengthened internal capacity, DCY can expand technical assistance, accelerate grantee payments, deepen evaluation and equity work, and prepare a stronger CNA/SIP for the FY 2028-2030 grant cycle. 5/12/2026 Department of Children and Youth | Moving Richmond Forward 182
What Support Protects Core Service Delivery
Operational priorities needed to protect core service delivery as DCY balances Charter-mandated activities, Council priorities, and grantee responsiveness.

Complete Hire of Additional Department Staff
Successfully complete the .50 term Administrative Assistant hire currently in process and start the hire of additional 1.0 Management Analyst - aligned with Council Goal 5.1 (fill vacancies). Protects core grant administration, Oversight Board support, and reduces single-point-of-failure risk on a 5.5 FTE team.

Systems Modernization (Submittable Platform)
Sustain rollout of the Submittable online platform for applications, reporting, and invoicing - aligned with Council Goal 5.3 (modernize City IT). Reduces administrative burden on grantees and staff, and addresses grantee feedback on invoice processing times.

Begin the process for the Next CNA / SIP
Consultant
Release an RFQ by October 2026 and finalize contract for the Community Needs Assessment and Strategic Investment Plan consultant by December 2026. The CNA/SIP is Charter-required and directly shapes the FY 2028-2030 grant cycle and Council priorities.

Continued Independent Evaluation (WestEd) Maintain the 5% evaluation set-aside and the WestEd independent evaluator partnership. Ensures Charter compliance and provides Council, Board, and community with transparent evidence of impact.

Capacity Building & Technical Assistance for
Grantees
Continue funding capacity-building and technical assistance, especially for small and emerging CBOs serving Richmond's highestneed neighborhoods. Strengthens program quality, sustainability, and equitable reach. 5/12/2026 Department of Children and Youth | Moving Richmond Forward 183
First Grant Cycle: FY 2021-2024: RFCY Impact at
Glance
$9.1M

D I S P E R S E D
• 85% to community-based organizations
• Grew from $1.6M (FY 21-22) to $4.5M
(FY 23-24) - nearly tripled
• Range: $15,000 - $150,000 per grant
• FY 2021-22: 19 awards
• FY 2022-23: 19 new awards
• FY 2023-24: 18 new awards
5/12/2026 Department of Children and Youth | Moving Richmond Forward 58,261

Y O U T H E N C O U N T E R S
• Across 121 program sites citywide
• 216,686 total hours of services
• Served Hispanic/Latino (46%), White
(20%), Black (19%), Asian (6%),
Mixed/Other (9%)
• Ages: 0-5 (5%), 6-12 (62%), 13-17
(26%), 18-24 (7%)
• 74% of programs engage youth longterm
• 37% leverage volunteers
• Across 121 program sites citywide
• 216,686 total hours of services
• Served Hispanic/Latino (46%), White
(20%), Black (19%), Asian (6%),
Mixed/Other (9%)
• Ages: 0-5 (5%), 6-12 (62%), 13-17 (26%),
18-24 (7%)
• 74% of programs engage youth longterm
• 37% leverage volunteers
46 O R G A N I Z A T I O N S F U N D E D
184
(CURRENT) FY 2025-2027 RFCY Grant Cycle + FY 26-27 PGM
Pilot at a Glance
$6.7M
F Y 2 5 - 2 7 A N N U A L A W A R D S
• 37 programs across 36 organizations
• First-ever 3-year grant cycle (Jan 2025 -
Dec 2027) - no annual reapplication
required
• 92 applications received / ~$19M
requested
• Aligned with the 2024-2028 Strategic
Investment Plan
• 5-point Richmond business preference
applied
• Multi-year stability supports grantee
planning, retention, and impact
5/12/2026 Department of Children and Youth | Moving Richmond Forward

C O R E N E E D S F U N D E D
4 • Learning Needs: $2.24M (33%)
• Mental & Behavioral Health: $2.01M
(30%)
• Physical Health & Access: $1.42M (21%)
• Safety, Community & Belonging: $1.06M
(16%)
• Connective & Supportive Services
embedded across all four core needs
• Categories: 28% School-based, 14% City
of Richmond, 58% other CBOs
$497K
F Y 2 6 - 2 7 P G M P I L O T
• 14 nonprofit programs newly awarded
• 1-year pilot: July 2026 - June 2027
• 67 applications received
• First Participatory Grantmaking (PGM)
model - co-designed with the Service
Provider Working Group
• Equitable 3-tier funding by org budget
size:
• Group A (<$175K orgs): $99,500
• Group B ($175K-$500K): $147,500
• Group C ($500K+): $250,000
185
FY 2025-2026 ECIA Grant Cycle + FY 2026-2027 ECIA At A
Glance (Last Cycle)
$740K
F Y 2 5 - 2 6 A N N U A L A W A R D S
• 32 programs across 30
organizations
• 72 applications received/
~$2,4M requested
• 5-point Richmond
business preference
applied
5/12/2026 Department of Children and Youth | Moving Richmond Forward $350K
F Y 2 6 - 2 7 A N N U A L A W A R D
• Final anticipated grant cycle for
ECIA grant program.
• 66 applications received /
~$2,5M requested
• Final grantees will be presented
for Council approval in June 2026
• 5-point Richmond business
preference applied
186
FY 2025-2027 RFCY Grantees: Funding by Core Need
45 programs across 44 organizations | $7,951,996 in combined annual awards Aligned with the 2024-2028 Strategic Investment Plan and four Core Needs 3-Year Grants (FY 2025-2027)
$6,734,835 annual | 37 programs | 36 organizations | Jan 2025 - Dec 2027
Core Need Annual Award % Total
Mental & Behavioral Health $2,011,200 30%
Learning Needs $2,243,475 33%
Physical Health & Access $1,420,814 21%
Safety, Community & Belonging $1,059,346 16%
TOTAL $6,734,835 100%
First-ever 3-year cycle — no annual reapplication. Connective & Supportive Services embedded across all four core needs.
2-Year Supplemental Grants (FY 2026-
2027) $1,217,161 annual | 8 organizations | Funded from supplemental $1.5M/yr allocation
Core Need Annual Award % Total
Mental & Behavioral Health $395,915 33%
Physical Health & Access $251,246 21%
Learning Needs $170,000 14%
Safety, Community & Belonging $400,000 33%
TOTAL $1,217,161 100%
8 new organizations recommended by the Oversight Board (Dec 9, 2025); selected from FY 25-27 applicant pool. 2-year terms.

WestEd FY 2021-2024 Impact | Youth Outcomes & Program Quality (Source: WestEd Evaluation Report presented to Council Jan 20, 2026) 93%
of youth said the program
helped them learn to get
along with others
92%
of grantees met the
program satisfaction
benchmark
91%
of youth learned about
new careers or
industries
100%
of FY 21-22 grantees
were renewed the
following fiscal year
5/12/2026 Department of Children and Youth | Moving Richmond Forward 187
Environmental and Community Investment Agreement
(ECIA) Grant Program
$6M of the original $9M ECIA agreement is allocated establish a competitive community grant program to fund organizations and non-profits focused on community, youth, and youth sports.

Budget: FY 2025-26 vs. FY 2026-27
Category Granted Out
FY 25-26
Budgeted
FY 26-27
Category 1 – 990N/Small Organizations $230,000
$460,000
Category 2 – 990 Organizations $301,224
Category 3 – Selected by City Council Ad Hoc Committee $50,000 $50,000 Category 4 – Mini Grants $160,000 $75,000
Total Resources Available $741,2242 $585,000
Originally intended to span over a 10-year period (2014-2024), the ECIA Grant Program has extended additional years due to grantees not fulfilling agreements fully. FY 26-27, the Program’s 13 th year, is
anticipated to be the last cycle of funding grant funding to the community. 5/12/2026 Department of Children and Youth | Moving Richmond Forward 188
Department Budget Snapshot FY 2026-27 Proposed
Charter Article 15 §4(d) sets the RFCY allocation: 85% Direct Grants | 10% Department Administration | 5% Independent Evaluation Revenue: FY 2026-27 vs FY 2025-26
Source FY 25-26 FY 26-27
Kid First Initiative transfer-in (3% GF) $7,763,045 $7,763,045 Chevron Annual Settlement $1,500,000 $1,500,000
GF Fund Balance — Administration $568,671 $1,093,763
GF Fund Balance — Evaluators $376,000 $360,000
GF Fund Balance — Grant Awards $4,551,661 $6,120,000
Total Resources Available $14,759,377 $16,836,808
Charter Allocation (85% / 10% / 5%)
Allocation FY 25-26 FY 26-27
85% Direct Grants to CBOs $12,425,249 $13,993,588
10% Department
Administration $1,494,976 $2,020,068
5% Independent Evaluation $839,152 $823,152
Administration (10%) Breakdown — FY 26-27
Category Amount
Salaries & Wages $753,229
Payroll & Fringe Benefits $573,783
Professional / Admin Services $440,500
Other Operating $31,000
FY 2026-27 Proposed Staffing (10% Administration):
• Senior Management Analyst (1.0 FTE — Atienza Washington) • Associate Management Analysts (2.0 FTE — Delgado, Morales) • Management Analyst (1.0 FTE — Burnom)
• Management Analyst — NEW POSITION (1.0 FTE — proposed/vacant) • Administrative Assistant (.50 FTE term — hire in progress) • Director & Admin Support (~.10 FTE combined)
• Student Interns (2 part-time - vacant)
FY 2026-27 Proposed Budget. Total resources available: $16.84M (+$2.08M vs FY 25-26). Includes one new Management Analyst position to address capacity gaps identified in the WestEd evaluation. 5/12/2026 Department of Children and Youth | Moving Richmond Forward 189
5/22/2026 6:59 PM 94
Transitio
n Break
MOVING RICHMOND FORWARD 190
Finance Department
Accounting, Accounts
Payable, Budget, Revenue,
Payroll, Purchasing and
Treasury
Overview of Agency
Workload, Capacity, and
Service Impact
5/22/2026 6:59 PM Moving Richmond Forward 191 95
Why this matters now Council Priorities and Finance Department Workload The Finance Department powers every City service by stewarding resources with transparency and discipline. By turning financial uncertainty into strategy, Finance sustains public trust and enables essential services—public safety, infrastructure, parks, and community programs—to operate reliably.

1. Housing & Homelessness
Ensures timely release of funds, supports
grant administration, and maintains liquidity
for housing initiatives.

2. Revenue & Economic Development
Revenue collection and Active cash management
maximizes investment income. Budget aligns
resource allocation with City Council’s
economic development initiatives.

3. Quality of Life & Community health
Provides financial stability for sustaining
the essential community services to enhance
quality of life and community health
initiatives.

4. Public Safety
Processes payroll and purchasing supporting
Police, Fire, and emergency operations.

5. Internal Infrastructure &
Processes Maintains internal controls to ensure compliant with governmental codes and standards.

6. Shoreline & ecological
sustainability Supports long-term Capital Improvement
Program (CIP) and environmental
infrastructure financing.

Finance supports all the 6-goal area either directly or 5/22/2026 6:59 PM Moving Richmond Forward indirectly 96 192
The Work that keeps Richmond Running
5/22/2026 6:59 PM Moving Richmond Forward 97
Core service Required / mandated tasks
Accounting &
Financial
Reporting
Maintain accurate financial records, internal
controls, and required reporting to ensure
compliance and transparency.

Accounts Payable Process vendor payments, reimbursements, and financial transactions that enable departments to
deliver services
Budget Development
& Monitoring
Prepare and manage the City’s operating and
capital budgets, analyze financial impacts, and
support Council decision-making.

Payroll Administer timely and accurate payroll and
required reporting for all City staff, supporting
Public Safety and City operations.

Procurement &
Contracting
Conduct compliant purchasing, contract review,
and vendor management to ensure departments can
obtain goods and services.

Revenue
Administration
Manage tax and fee collection, business
licensing, and revenue monitoring to support the
City’s fiscal health.

Treasury, Cash, &
Investment
Management
Manage the City’s cash flow, banking, debt
service, and investments to maintain liquidity
and optimize financial performance
193
Operational Demands affecting Core Service Delivery
5/22/2026 6:59 PM Moving Richmond Forward 98
Major initiative / Pressure
point
Purpose Lead Division Status Capacity
E-Procurement System
Rollout
Improve transparency, efficiency,
and equity in purchasing
Purchasing Active Medium
Vendor Compliance &
Contract Backlog
Ensure timely services and reduce
risk
Purchasing Active High
Business License
Modernization
Support economic development;
improve accessibility for businesses
Revenue Active Medium
Targeted Revenue Audits Protect City revenues and ensure ordinance compliance
Revenue Active High
Delinquent Account
Reduction
Strengthen revenue collection to
support City programs
Revenue Active High
City-wide policy,
Budget, and City Council
Support
Increased volume of Council
initiatives, departmental requests,
and policy implementation requires
continuous financial analysis and
turnaround.

Budget Active High
Audit Preparation &
Regulatory Compliance
Ongoing GASB updates, external audit
requirements, and internal control
reviews demand sustained attention
all year
Accounting Active High
Debt & Investment
Management Requirements
Regular reporting, cash flow
analysis, and market-driven
adjustments
Treasury Active Medium
194
How Limited Capacity Affects Service Delivery
Current workload and evolving priorities influence how the department allocates its operational capacity. When new or unplanned needs arise, resources are redirected to ensure essential financial oversight and compliance remain on track. .

Work that gets Squeezed
• Long-term financial
modeling
• Policy development
and internal
control updates
• Proactive training
and audit
preparation
• Modernization and
process
improvements
Operational Impact
• Slower processing
of payments,
contracts, and
audits
• Increased manual
work and reduced
analytical review
• Delays in
reporting,
procurement, and
revenue
collection
Resident / City impact
• Slower vendor
payments
• Delays in funding
programs and
projects
• Reduced
transparency and
trust in financial
stewardship
As operational capacity grows, the department can strengthen fiscal oversight, improve investment performance, and increase operational efficiency. These improvements support the long-term fiscal health needed to sustain community services.
5/22/2026 6:59 PM Moving Richmond Forward 99 195
What Support Protects Core Service Delivery
Invest in modern
financial, revenue, and
procurement systems
Reduces operational risk,
eliminate manual workarounds,
and improve accuracy and
efficiency
Support stable, ongoing
internal controls
improvement
Protect City assets, reduce
audit findings, and maintain
public trust
Authorize flexible
contracting tools and
responsive procurement
processes
Support timely response to
urgent operational needs and
regulatory requirements
Strengthen
coordination
expectations
Aligns departmental initiatives
with available resource and
regulatory requirements
5/22/2026 6:59 PM Moving Richmond Forward 100 196
Wastewater and Stormwater Assets
101
RFP
Solicitations
Purchase
Orders
CalCard
Transactions
78 2,460 $0.7
Million
101
5/22/2026 6:59 PM Moving Richmond Forward

FINANCE DEPARTMENT BY THE NUMBERS
Invoices
Processed
13,694 24,766
Business
Licenses
Issued
6,300
Paychecks
Processed
23,580 $380M
Revenue
Collected
Bonds
Outstanding
$362M
197
Human Resources
Department
Core services currently consume 100% of
Human Resources Department staff capacity.

Additional assignments, legislative
requirements, or Council-directed
initiatives may reduce the department’s
ability to maintain existing service
levels
5/22/2026 6:59 PM Moving Richmond Forward 102
Our mission is to hire and retain
the most talented, competent,
skilled, and dedicated individuals
to serve the City of Richmond. We
support our employees by providing
competitive compensation, excellent
programming, and access to training
and development.

Overview of Agency
Workload, Capacity, and
Service Impact
FY 2026–27 Budget Discussion
198
Why this matters now
Human Resources supports supports core functions while also contributing to multiple City Council Strategic Goal areas.

1. Housing & Homelessness
Support departments that offer direct
services by hiring personnel and delivering
training specifically designed for
frontline workers to ensure outstanding
service to the Richmond community.

2. Revenue & Economic Development
Attract and nurture skilled professionals, we
deliver a vibrant team focused on financial
and economic development for the community.

3. Quality of Life & Community Health
Provide outstanding community services by
hiring and training qualified professionals
who offer support in housing, health, and
safety.

4. Public Safety
Strengthen our community by staffing
crucial positions in Fire, Police, and
other key frontline safety services.

5. Internal Infrastructure &
Intentional hiring, Training and Development, Processes Performance Management Programs, and Policy
Development provide employees with essential
skills and encourage ongoing growth to sustain a
strong organizational structure.

6. Shoreline & Ecological
sustainability
Human Resources supports all 6 goal areas, with the greatest ongoing capacity demands in Public Safety (staffing) and Internal Infrastructure and Processes. 5/22/2026 6:59 PM Moving Richmond Forward 103
Maintain internal guidelines and provide
information to our staff on environmental
standards to promote responsible actions across
the entire organization.
199
The Work that keeps Richmond Running
5/22/2026 6:59 PM Moving Richmond Forward 104
Core service / function Required / mandated tasks
Labor Negotiations & Employee
Relations
Lead negotiations for all eight labor unions. Manage
employee and union grievances, contract
interpretation, and disciplinary processes.

Recruitments Develop job postings, screen applicants, conduct interviews, and onboard new hires.

Training & Performance Management Track and report all State and Federal mandatory training. Deliver training that supports cultural
competency, professional development, and
organizational growth.

General Liability Claims Review &
Support
Benefits, Retirement, Workers
Compensation & Leaves Management
Ensure compliance with insurance requirements and
state/federal labor and workers’ compensation
laws. Administer employee benefits, retirement
processes, and complex leave programs, including
annual reporting.

Safety & Violence Prevention/
Mandated Complinace with
State Regulations
Maintain the Workplace Violence Prevention Plan and
the Injury & Illness Prevention Plan.Ensure compliance
with Cal-OSHA/OSHA, DIR, and DOT requirements.

Policy Development and Maintenance Develop and update policies to align with federal and state regulations and evolving workforce standards.

Classification Development &
Compensation
Develop and maintain accurate job
classifications. Conduct market-based compensation
assessments to ensure competitiveness.

Employee Engagement & Wellness
Programs
Host events, trainings, and programs that support
emotional well-beinginclusivityorganizational
200
Operational Demands affecting Core Service Delivery
Special initiatives and mandated compliance responsibilities draw on the same staffing resources needed for employee and labor relations, recruitment, instituting best practices, employee engagement, and effective training. 5/22/2026 6:59 PM Moving Richmond Forward 105 Major
initiative /
Pressure point
Purpose / Link to Council goals Lead Staff
/ Team
Status / Next Milestone Capacity
Automated
Evaluations
Maintaining precise records and consistency in
performance management requires automated
evaluation systems, which are essential for
meeting the rigorous demands of documentation.

Jessica
Somera
Sharrone
Taylor
In progress —
Finalizing roll-out which
will include engagement with
the Unions and staff training
on the new automated
evaluation system
Medium High
Training by
Classification
Conducting training based on job classification
guarantees that all employees possess the
fundamental skills required for every position
within the organization. Furthermore, it
establishes a clear benchmark for individuals
seeking to progress in their professional careers.

Jazzman
Ponder
Sharrone
Taylor
In progress — Training
departmental administrators
on assigning learning plans
High
Boards and
Comission
Support
Human Resources supports the Personnel Board and
Community Police Review Commission
administratively and acts as liaison for the
bandmembers and commissioners
Rozma Paiz
Nicole
Williams
Sharrone
Taylor
Nickie
Mastay
Ongoing — Providing
administrative, meeting
preparation, and liaison
support to Personnel Board
and Police Commission
Medium High
Implementing
newly
established
divsions and
programs
Human Resources supports the creation,
implementation, staffing of new programs and
divisions such as R.O.C.K. and the upcoming
Advanced Life Support Program in Fire. HR oversees
union obligations, development of job descriptions
and compensation studies, policy development, and
standard operating procedures
Catherine
Selkirk
Sharrone
Taylor
Ongoing – As programs and
initatives are created Human
Resources provide support to
ensure a streamlined
implemenation process
High
201
Operational Demands affecting Core Service Delivery
Special initiatives and mandated compliance responsibilities draw on the same staffing resources needed for employee and labor relations, recruitment, instituting best practices, employee engagement, and effective training.
5/22/2026 6:59 PM 106
Major
initiative /
Pressure point
Purpose / Link to Council goals Lead
Staff /
Team
Status / Next Milestone Capacity
Risk
Management
Insurance
Compliance
The purpose is to ensure that the city remains
fully compliant with all applicable insurance
regulations and statutory requirements. This
approach aims to safeguard municipal interests and
uphold legal obligations in a consistent manner.

Nickie
Mastay
Lisa
Melgarej
o
Ongoing — Recruiting for Risk
Manager position
High
Race Equity
Taskforce
As a department dedicated to advancing the
council's objectives regarding quality of life and
community assistance, we actively uphold and
implement the principles outlined in the Richmond
Race Equity Action Plan.

Sharrone
Taylor
Jazzman
Ponder
Ongoing — Updating the Race
Equity Action Plan (R.E.A.P.)
an outward facing document that
is updated regularly.

High
Negotiations Serving as impartial facilitators, we maintain neutrality while mediating between the City's
elected officials and unions.

Sharrone
Taylor
Catherin
e
Selkirk
In progress — Three union
agreements pending completion
.

High
Leaves
Management
Tracking
System
Due to the intricate nature of laws such as FMLA,
CFRA, PDL, and ADA, there is an obligation to
closely track each individual case.

Kim
Dwinnell
s
Sharrone
Taylor
In progress — Migrating all
leave cases into new tracking
system
Medium High
202
How Limited Capacity Affects Service Delivery
The Risk Management division is experiencing inadequate staffing and rising compliance requirements. Dispersed responsibilities overburden staff, reducing service quality and regulatory adherence. The lack of a Risk Manager causes delays and slows program execution. New or urgent needs force resource shifts that disrupt daily operations and planned projects. When new priorities or unexpected demands emerge, resources may have to be shifted away disrupt essential operations, core responsibilities, planned projects and maintenance of regulatory compliance.

Work that gets Squeezed
• Ability to execute
required city-wide
safety and risk
management programs
• Lack of proactive
measures to educate and
assist staff in
minimizing workplace
injuries
• Delays in handling
claims, leave requests,
and industrial
retirements
Operational Impact
• Injured employees
remain on leave due to
the absence of a clear
process for their
return to work.
• A significant amount of
time is dedicated to
insurance compliance,
affecting contract
management and
preventing staff from
concentrating on
essential risk
management tasks
because of the
workload.

Resident / City impact
• Service delivery has
been affected by
staffing shortages
resulting from
employees taking
medical leave,
impacting frontline
departments such as
Public Safety and
Public Works.
• There is a considerable
financial burden due to
increased overtime
expenses required to
handle the workload
during staff absences.

As operational capacity and available resources improve, the Risk Management Division may be able to restore, expand, or enhance service areas currently limited by workload demands or operational constraints. Potential improvements may include expanded services, increased proactive operations, improved processing times, enhanced program delivery, and greater operational effectiveness. 5/22/2026 6:59 PM 107 203
What Support Protects Core Service Delivery
Federal, State, and
Local Regulations
Alignment &
Compliance
Ensures that processes, policies, and
procedures comply with Federal, State, and
Local laws and regulations with capacity to
review, interpret, and apply legislation
Operational Capacity &
Modernization
Investment in staff training, technology, and
process improvements
Employee Communication &
Transparency
Ensure employees are notified of organizationa
and legal changes that impact their employment
Focus on current
City Council goals
and initiatives
Enable staff to concentrate on executing
priority projects designated by the City
Council while granting them the flexibility
to handle their workload and deadlines
based on daily requirements and workforce
needs.
5/22/2026 6:59 PM Moving Richmond Forward 204 108
Wastewater and Stormwater Assets
109
Applications Hires and
Promotions
Employee
Training
193 287
Submitted
And
Processed
New and
Promoted
Employees
Safety,
Mandated,
Professional
and Personal
Growth
Sbjt
109
5/22/2026 6:59 PM
Human Resources Data Selection for Fiscal Year 2025-
2026
4,833
205
A Year in Review
Applications Received
4,833 total applications
5/22/2026 6:59 PM
110
Talent Pipeline & Workforce Activity
Recruitments Managed
54 recruitments
facilitated
New Hires
149 employees onboarded
Promotions
44 internal promotions
206
A Year in Review
Safety Inspections
28 inspections completed
5/22/2026 6:59 PM
111
Risk Management Activity
Leave of Absence Management
80 cases administered
General Liability
99 claims processed
Workers' Compensation
206 claims managed
207
A Year in Review
Employee Trainings Delivered
287 trainings completed
5/22/2026 6:59 PM
112
Employee Engagement, Learning, & Development
Employee Engagement
10 events were held
Professional Development
Expanded to include reimbursements
for therapeutic and self-help
support
208
Employee Engagement Events
5/22/2026 6:59 PM
• City-wide Employee Recognition and Service
Awards
• Valentine’s Day Coffee Cart
• Beach Break featuring Italian Ice
Over the course of the year, we have hosted a variety of employee appreciation activities, such as:
• Health and Wellness Fair
• Cocoa and Coloring
• Many other events!
113
209
5/22/2026 6:59 PM
114
Celebrate Success!
• Recruited and onboarded 193 new employees in total
• Achieved a 2% reduction in the annual turnover rate in 2025 • Implemented the Learning Management System and introduced training programs based on job classifications
• Organized 10 staff engagement and appreciation events • Appointed Human Resources Liaisons in every department to enhance communication, improve information flow, and streamline processes
• Implemented the Workplace Violence Prevention Plan
and trained employees
• Conducted safety 28 inspections and coordinated remedies across all the City buildings
• Negotiated five contracts with the Unions
• Evaluations are at ~60% completion rate city-wide
• Implemented AB 339 - Procurement protocols
210
5/22/2026 6:59 PM
115
Looking Forward!
• Finalize negotiations with three unions
• Continue with intentional and thoughtful hiring in key areas • Deploy Leaves Tracking Software and Automated Evaluation Software
• Maintain support for departments in carrying out City Councildirected initiatives • Ongoing efforts to implement the R.O.C.K. department and Advanced Life Support Program
• Enhance Onboarding, Professional Development, Employee Engagement and Wellness programs by providing mentorship, coaching, professional growth opportunities, while fostering a culture of gratitude and accountability.

Starting with Purpose, Striving with Pride, Leading with Pride and Purpose
211
5/22/2026 6:59 PM Moving Richmond Forward 116
We appreciate
your support!
212
Information Technology
Department
Infrastructure & Network Services
Enterprise Applications & Digital Services
Cybersecurity
Digital Services - KCRT – Video & Audio – Copy /
Mail Room
Overview of Agency Workload, Capacity, and Service
Impact
FY 2026–27 Budget Discussion
Core IT operations, cybersecurity, aging
infrastructure, and Citywide support demands
continue to strain staff capacity and limit
modernization efforts.
5/22/2026 6:59 PM Moving Richmond Forward 213 117
Why this matters now
Information Technology department supports supports core functions while also contributing to multiple City Council Strategic Goal areas.

1. Network & Data Infrastructure
Maintains secure, reliable network
connectivity across all City facilities and
remote operations. Supports enterprise
systems, cloud services, and cybersecurity.

2. Revenue & Economic Development
Supports online permitting, payment systems,
and digital customer service platforms that
improve resident and business experiences.

3. Quality of Life & Community health
Maintains reliable connectivity and technology resources for libraries, community centers, and public programs. Enhances digital accessibility and equitable access to online City services.

4. Public Safety
Maintains mission-critical systems supporting
Police, Fire, Emergency Operations, and
dispatch communications. Supports
cybersecurity operations

5. Internal Infrastructure &
Processes Supports Citywide collaboration,
productivity, records management, and
workflow systems. Provides technical support,
training, and governance.

6. Shoreline & ecological
sustainability Supports paper reduction and sustainability initiatives through digitization and cloudbased workflows.

IT Department supports 6 goal areas, with the greatest ongoing capacity demands in six areas.
5/22/2026 6:59 PM Moving Richmond Forward 214 118
The Work that keeps Richmond Running
5/22/2026 6:59 PM Moving Richmond Forward 119
Core service / function Required / mandated tasks
Network & Infrastructure Operations
Maintain Citywide network connectivity, internet
access, Wi-Fi, servers, cloud systems, backups, and
disaster recovery capabilities
Cybersecurity & Risk Management
Monitor cybersecurity threats, manage endpoint
protection, enforce access controls, conduct
vulnerability remediation, maintain compliance
standards, and support incident response and
recovery activities.

Enterprise Applications & Business
Systems
Support and maintain ERP, HR/payroll, finance,
permitting, GIS, records management, collaboration,
and departmental software systems. Manage
integrations, upgrades, vendor coordination, and
user access.

Public Safety Technology & Support
for City Meetings & Digital Broadcast
Systems
Maintain mission-critical systems supporting
Police, Fire, Dispatch, and Emergency Operations
including CAD/RMS connectivity, mobile technology,
communication, broadcast
meetings infrastructure, and emergency continuity
systems.

Help Desk & End User Services
Provide technical support for City staff,
troubleshoot hardware/software issues, deploy and
maintain computers and mobile devices, manage
accounts, and deliver staff training and onboarding
215
Operational Demands affecting Core Service Delivery
Special initiatives, mandated compliance responsibilities, and major event operations draw on the same staffing resources needed for maintain network operations and enterprise systems
5/22/2026 6:59 PM Moving Richmond Forward 120
Major initiative / Pressure point Purpose / Link to Council goals Lead Staff / Team Status / Next Milestone Capacity Cybersecurity & Risk
Management
Protect City systems, public
data, and critical operations;
supports Public Safety and
Internal Infrastructure goals
Networks Systems &
Cybersecurity
Officer/support
team
Active — endpoint
protection, MFA
adoption,
vulnerability
remediation, and
incident response
High
Medium
Low
Aging Infrastructure
Replacement
Maintain reliable operations by
modernizing servers, network
equipment, storage, and backup
systems; supports operations
Networks Systems &
Cybersecurity
Officer/support
team
Active — Prioritizing
lifecycle replacement
schedule and reducing
unsupported systems
High
Medium
Low
Enterprise Systems
Modernization
Improve efficiency and service
delivery through modernization
of ERP, permitting, HR/payroll,
and records systems
Senior Application
Programmer
Active — Ongoing
integrations, workflow
automation, and cloud
migration planning
High
Medium
Low
Public Safety Technology
Support
Provide technical support,
device management, onboarding,
and operational continuity for
all City departments
Networks Systems &
Cybersecurity
Officer/support
team
Active — Managing
increasing ticket
volume, device
refreshes, and hybrid
work support
High
Medium
Low
Citywide Keycard Access &
Physical Security Systems
Maintain secure access control
for City facilities to support
employee safety, operational
continuity, and Public Safety
goa
Networks Systems &
Cybersecurity
Officer/support
team
Active — Expanding
badge access
management, replacing
aging door controllers
High
Medium
Low
216
How Limited Capacity Affects Service Delivery
Current staffing levels, increasing cybersecurity and compliance requirements, aging infrastructure, growing service demands, and ongoing technology projects continue to impact the Information Technology Department’s operational capacity. As new priorities or unplanned issues arise, resources may be redirected
Work that gets Squeezed
• Proactive
infrastructure
upgrades and system
replacements
• Technology
modernization and
automation projects
• Response times for
lower-priority support
requests
• Process improvement,
planning, and
documentation efforts
Operational Impact
• Staff prioritize
urgent operational
and cybersecurity
issues over
planned projects
• Increased workload
causes delays in
projects and
service requests
• Greater reliance
on reactive
support and
overtime
Resident / City impact
• Delays in digital
service improvements
and modernization
efforts
• Slower response times
for non-critical
technology requests
• Limited capacity for
innovation and
expanded digital
services
As operational capacity and available resources improve, the Information Technology Department will be better positioned to expand proactive maintenance, accelerate system modernization, improve response times, strengthen cybersecurity operations, and enhance digital services that support City staff, 5/22/2026 6:59 PM residents, and public safety operations. Advancing Richmond's Progress 121 217 What Support Protects Core Service Delivery
The Information Technology Department protects the core network and infrastructure systems used by all City staff to deliver essential services. This includes maintaining reliable internet connectivity, servers, cloud systems, cybersecurity protections, communications systems, enterprise applications, and end-user technology support that enable daily City operations, public safety services, financial systems, and resident-facing programs to function securely and without interruption.

Cybersecurity &
Compliance Investment
Strengthening cybersecurity staffing, monitoring tools, and compliance support protects City operations from ransomware, data breaches, and service disruptions.

Infrastructure
Replacement
Replacing aging servers, network equipment, storage systems, and critical infrastructure, improves reliability, and sustains uninterrupted City services across all departments.

Help Desk & Workforce
Technology Support
Providing adequate staffing for end-user support, device lifecycle management, and employee onboarding, improves staff productivity, and day-to-day City operations.

Enterprise
Applications
& Digital Services
Supporting ERP, permitting, HR/payroll, GIS, records management, and online service platforms reduces workflow inefficiencies, improves transparency, and sustains reliable access to critical business functions and public services.

Physical Security &
Keycard Access Systems
Replacing secure keycard access systems and facility security infrastructure reduces unauthorized access risks, supports employee and public safety, and sustains continuity of operations across City facilities.
5/22/2026 6:59 PM Moving Richmond Forward 122
Infrastructure and
Support for live
meetings
Support for Live Meeting Systems and specialized facility broadcast infrastructure sustains continuity of operations across City facilities.
218
Wastewater and Stormwater Assets
123
41 10 7

BUILDINGS COMMUNITY

CENTERS
PUBLIC
SAFETY
FIRE

STATIONS

CARRIER FIBER NETWORK
3 BACKUP CONNECTIONS
OVER 40 MILES OF FIBER
41 CIRCUITS CONNECTIONS
20 BACKUP CONNECTIONS
123

INFORMATION TECHNOLOGY DEPARTMENT - NETWORKS

WIRELESS NETWORKS

COMPUTER LABS
Moving Richmond
Forward
5/22/2026 6:59 PM 219
Wastewater and Stormwater Assets
124
125 285

LIVE VIRTUAL &

IN-PERSON

MEETINGS

MARQUEE &

DATANET

BILLBOARDS

SUPPORT FOR

BOARD AND COMMISSION

LIVE & RECORDED CITY

COUNCIL MEETINGS
5/22/2026 6:59 PM 124
Moving Richmond
Forward

INFORMATION TECHNOLOGY DEPARTMENT - KCRT

POSTED FOR THE

COMMUNITY
220
5/22/2026 6:59 PM 125
Transitio
n Break
MOVING RICHMOND FORWARD 221
CAPITAL IMPROVEMENT PLAN: FUNDS
126
A variety of sources fund the City's capital projects. Below is a summary of the fund categories commonly used to support the Capital Improvement Program:
• Gas Tax
• Outside Funded Grants
• Road Maintenance Rehabilitation
Account (RMRA) SB-1
• Engineering Grants
• General Capital
• Measure J
• Impact Fee (Parks/Open Space,
Library, Traffic, Wastewater,
Stormwater)
• Library
• ECIA
• Housing Department
• American Rescue Plan Act
• Transformative Climate Communities
• Port
• Wastewater
• Marina
• Stormwater
• Equipment Services
222

CAPITAL IMPROVEMENT PLAN
FY 2026-27 TO FY 2030-31 BY CATEGORIES

KEY TAKEAWAYS
$214M
5 YEAR CAPITAL PLAN
8 CATEGORIES
127
223

KEY TAKEAWAYS

CAPITAL IMPROVEMENT PLAN
FY 2026-27 TO FY 2030-31 BY PROGRAM
$143.3M
FISCAL YEAR 2026-27

CAPITAL BUDGET
19 PROGRAMS
128
224
8 PROGRAM CATEGORIES: 104 PROJECTS
129

GENERAL AND PUBLIC

SAFETY FACILITIES

PORT OF RICHMOND STORM DRAINAGE AND

WATERSHED

TECHNOLOGY TRANSPORTATION

PARKS AND OPEN
SPACES

SANITARY

SEWER/WASTEWATER

EQUIPMENT SERVICES
225
19 CAPITAL PROGRAMS:
104 PROJECTS

CITYWIDE CONCRETE BUILDING & FACILITY

IMPROVEMENTS
BRIDGE

REHABILITATION COMPLETE STREETS NEIGHBORHOOD

SAFETY AND ACCESS

PARKS AND OPEN

SPACES IMPROVEMENTS
130

PAVEMENT

MANAGEMENT

TECHNOLOGY

ENHANCEMENTS

STORM DRAINAGE AND

WATERSHED

IMPROVEMENTS

PUBLIC SAFETY

IMPROVEMENTS

SANITARY

SEWER/WASTEWATER

IMPROVEMENTS

STREETSCAPE

IMPROVEMENTS STREETLIGHT

PORT IMPROVEMENTS

URBAN FORESTRY
PROGRAMS NOT DISPLAYED: FLEET (4), OTHER OPERATIONS (2), TRAFFIC SIGNALS (0) AND ZERO EMISSION VEHICLES AND INFRASTRUCTURE TRANSITION (1) REFER TO ATTACHMENT 4 FOR DRAFT FY2026-27 CAPITAL IMPROVEMENT PLAN FOR MORE DETAILS 226

TRANSPORTATION

CATEGORY PROGRAMS
131
2026 PROGRAM HIGHLIGHTS

COMPLETE

STREETS

GENERAL AND

PUBLIC SAFETY

FACILITIES

CATEGORY PROGRAMS

BUILDING AND

FACILITIES

IMPROVEMENTS

PUBLIC SAFETY

IMPROVEMENTS

NEIGHBORHOOD

SAFETY AND
ACCESS

STREETLIGHT
227

STREETLIGHT PROGRAM AND PLAN
# PROJECT STATUS FUNDED FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2031-32 1 DORNAN TUNNEL LIGHTING DESIGN 100% COMPLETED
2 RICHMOND ART & LIGHTING (MULTI-PHASE) CONSTRUCTION 100% COMPLETED 3 STREETLIGHT MASTER PLAN STUDY 100% COMPLETED
4 STREETLIGHT PROGRAM: VARIOUS LOCATIONS NO.
1 (12-14 TARGET LOCATIONS) CONSTRUCTION 100% COMPLETED
4 ACTIVE

PROJECTS

STREETLIGHT

PROGRAM
• INSTITUTIONAL KNOWLEDGE
• REQUESTS
• STREETLIGHT MASTER PLAN
(SUMMER 2026)

CAPITAL

IMPROVEMENT PLAN

DEVELOPMENT
# PROJECT CIP
SCORE
EST.

BUDGET FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2031-32 OUT YEAR 1 STREETLIGHT
PROGRAMS 73 $39,600,000 $3,000,000 $3,200,000 $3,400,000 $3,600,000 $3,800,000 $22,600,000

UNFUNDED
PLAN
5-YEAR CAPITAL IMPROVEMENT PROGRAM
EST. PROJECT SCHEDULE*
132
• RICHMOND PARKWAY (48 LIGHTS)
• ROBERT H. MILLER DR (20 LIGHTS)
• CARLSON BLVD (45 LIGHTS)
• CLINTON AVE DUMPING SITE (3 LIGHTS)
• HILLTOP DR (23 LIGHTS)
• PARKING ON 27TH (6TH LIGHTS)
• POTRERO DUMPING SITE (2 LIGHTS)
• SEACLIFF DR (16 LIGHTS)

RECENTLY COMPLETED
WHAT’S THE
PLAN?
SUMMER 2026: DORNAN DR (22 LIGHTS), BOOKER T. ANDERSON COURTS (8 LIGHTS) & NICHOLL COURTS (12 LIGHTS) 228
133

STREETLIGHT PLAN

NEXT TARGET LOCATIONS

1. CARLSON BOULEVARD – 8

ADDITIONAL LIGHTS BETWEEN

CUTTING BLVD AND OHIO AVE

2. UPPER HILLTOP DRIVE BETWEEN
ROBERT H. MILLER DR AND BLUME
DR

3. PARKS YARD ON LEONA AVE

4. RICHMOND PARKWAY FROM

HENSLEY ST TO GARRARD BLVD

5. RICHMOND PARKWAY FROM

GOODRICK AVE TO THE GIANT

HIGHWAY OFFRAMP

6. MARINA BAY PARK

7. NICHOLL PARK

8. NEVIN PARK

9. JFK PARK

10. LAMOINE PARK

11. MEAD ST. FROM REGATTA TO

SEAPORT (ILLEGAL DUMPING SITE)

RICHMOND PARKWAY SEACLIFF DR

CARLSON BLVD
229
ELEMENTS OF COMPLETE STREETS1
134

CURB RAMPS, CURB

EXTENSIONS, AND

SMOOTH SIDEWALKS TO

MAKE IT EASY FOR

PEDESTRIANS TO CROSS

STREETS AND ACCESS

DESTINATIONS

SPACE FOR PEOPLE DEDICATED

BICYCLE LANES

DESIGNATED

CONNECTED ROUTES

AND LOW-STRESS

FACILITIES THAT

SUPPORT PEOPLE

RIDING BIKES AND

ALTERNATE MODES

OF TRANSPORT
ACTIVE

ROADWAY

TRAFFIC CALMING

MEASURES AND

DESIGN CUES TO

ENCOURAGE SLOWER

SPEEDS AND DRIVER

AWARENESS OF

VULNERABLE ROAD
USERS
MASS

TRANSIT

BUS PULLOUTS,
SHELTERS, TRANSITONLY LANES, AND

SIGNAL PRIORITY TO
CREATE TRANSITFRIENDLY

ROADWAYS
SAFE

CROSSWALKS

CLEARLY MARKED

CROSSWALKS,

SIGNAGE, AND

MEDIANS TO ENSURE

PEDESTRIANS AND

WHEELCHAIR USERS

CROSS SAFELY

MULTI-FUNCTIONAL
ZONES

INTEGRATES PLANTING

STRIPS, GREEN SPACES,

SHARED MOBILITY AND

REFUGE AREAS THAT

PROMOTE COMMUNITY

SPACES WHILE CALMING

TRAFFIC, AND IMPROVING

THE ROADWAY AESTHETICS
1 As the transportation sector continues to evolve elements of complete streets do as well since the built environment is dynamic and is always changing. For example, designated zones for rideshare are now common as well as designated charging stations.

Definition: Complete Streets provide safe mobility and improved connectivity to community destinations for all users, and especially for people walking, rolling, bicycling, and riding transit. 230
14 ACTIVE

PROJECTS

COMPLETE

STREETS

PROGRAM

COMPLETE STREETS PROGRAM
# PROJECT STATUS FUNDED FY
2026-27
FY
2027-28
FY
2028-29
FY
2029-30
FY
2031-32
1 13TH STREET COMPLETE STREETS (HIGH-INJURY CORRIDOR: HIN) CONSTRUCTION 100% COMPLETED 2 BARRETT AVENUE IMPROVEMENTS (HIN) DESIGN 100% COMPLETED 3 BAYVIEW TO BART: POTRERO AVE. AND BAYVIEW AVE. (BART ACCESS) DESIGN 100% COMPLETED 4 CARLSON BLVD. CROSSTOWN PHASE II (HIN) DESIGN 100% COMPLETED 5 DOWNTOWN PT. RICHMOND BICYCLE CONNECTIVITY (BAY TRAIL ACCESS) PLANNING 100% COMPLETED 6 I-80 CENTRAL INTERCHANGE PHASE II (I-80 & I-580 ACCESS) DESIGN 100% COMPLETED 7 MCBRYDE SAFE ROUTES TO PARKS (PARK ACCESS) DESIGN 100% COMPLETED 8 MACDONALD AVE. PEDESTRIAN CROSSING (HIN) CONSTRUCTION 100% COMPLETED 9 NEIGHBORHOOD COMPLETE STREETS (HARBOUR/OHIO/MACDONALD) (HIN) DESIGN 100% COMPLETED COMPLETED 10 RICHMOND WELLNESS TRAIL (CLIMATE PROJECT/COM DEV DEPT) (HIN) DESIGN 100% COMPLETED 11 CUTTING BLVD/CARLSON BLVD. INTERSECTION W/CPUC & UPRR (HIN) DESIGN 100% COMPLETED 12 HARBOUR WAY & WRIGHT AVENUE INTERSECTION W/BNSF (HIN) DESIGN 100% COMPLETED 13 CANAL BLVD. SAFETY PROJECT (PORT) CONSTRUCTION 100% COMPLETED 14 COMPLETE STREET PROGRAM (CONCEPTS + SAFETY PLAN UPDATE) (HIN) PROPOSED 100% COMPLETED 5-YEAR CAPITAL IMPROVEMENT PROGRAM
WHAT’S THE
PLAN?
• 7TH STREET BICYCLE LANE (HIN)
• CARLSON BLVD. CROSSTOWN PHASE I (HIN)
• FERRY TO BRIDGE TO GREENWAY: CUTTING BLVD. (HIN)
• RICHMOND WELLNESS PHASE I: MARINA WAY S (FERRY)
• ATP HARBOUR WAY + CUTTING/HOFFMAN (HIN)

COMPLETED
135
EST. PROJECT SCHEDULE*
*Schedule assumes project(s) will be fully funded
231

COMPLETE STREETS PLAN
# PROJECT EST. BUDGET FY 2026-27 FY 2027-2036
1 TRAFFIC CALMING – FOUR INTERSECTIONS (HIN) $1.8 MILLION $1.8 MILLION 2 OUTREACH/CONCEPTS/PRELIMINARY DESIGN (2 HIGH-INJURY

CORRIDORS) (HIN)
$2 MILLION $2 MILLION $500,000 (ANNUAL REQUEST)
3 SAFETY ENHANCEMENTS FOR COMPLETED PAVEMENT PROJECTS
(MAJOR STREETS)
$500,000 $500,000 $500,000 (ANNUAL REQUEST)
4 RAIL CROSSING IMPROVEMENTS FOR FERRY TO BRIDGE TO

GREENWAY LINKAGES (HIN)
$15 MILLION (FEDERAL GRANT IF AWARDED) $3 MILLION (MATCH) 5 LINCOLN AVENUE/COALINGA AVENUE SAFE ROUTES TO SCHOOL

AND TRANSIT (HIN)
$3.5 MILLION (FEDERAL GRANT IF AWARDED) $700,000 (MATCH) 6 OBAG GRANT APPLICATION FOR HIGH-INJURY CORRIDOR:

CONSIDERING 23RD ST. & CUTTING BLVD. (HIN)
$1.5 MILLION (GRANTS FOR CONCEPT/PRELIM.

DESIGN PHASES IF AWARDED); $20 MILLION EACH
$300,000 (MATCH)
7 RICHMOND GREENWAY GAP (HIN) $40 MILLION (GRANT IF AWARDED) $500,000 (CONCEPT) 8 GIANT HIGHWAY/PARCHESTER UP TO $5 MILLION (GRANT IF AWARDED) $500,000 (MATCH) 9 MACDONALD AVENUE (HIN) $20 MILLION $2 MILLION (MATCH) 10 RICHMOND PARKWAY (HIN) $50 MILLION $5 MILLION (MATCH) 11 BARRETT AVENUE PHASE II (HIN) $20 MILLION $500,000 (MATCH) 12 CARLSON BLVD. PHASE III (HIN) $5 MILLION $500,000 (MATCH) 136

PROJECT SCORING CRITERIA

CAPITAL IMPROVEMENT

PLAN DEVELOPMENT
• CRASHES OR HIGH-INJURY

CORRIDORS
• VEHICLES: SPEED AND VOLUME
• COMMUNITY REQUESTS
• MODE: BIKE/PED PLAN OR TRANSIT
• PRIORITY STREET/AREA IN OTHER PLANS
• SCHOOLS, PARKS OR COMMERCIAL
• DISADVANTAGED COMMUNITIES
UNFUNDED PLAN EST. FUNDING SCHEDULE*
232
5 ACTIVE

PROJECTS

NEIGHBORHOOD

SAFETY AND

ACCESS PROGRAM

NEIGHBORHOOD SAFETY AND

ACCESS PROGRAM
# PROJECT STATUS FUNDED FY 2026-
27 FY 2027-
28 FY 2028-
29 FY 2029-
30 FY 2030-
31 1 E-BIKE SHARE EXECUTING 100% COMPLETED
2 NEIGHBORHOOD PROGRAM (MCBRYDE CONCEPT, QUICK BUILDS,
ETC.) PROPOSED 100% COMPLETED
3 POINT RICHMOND TRAFFIC IMPROVEMENTS DESIGN 100% COMPLETED 4 TRAFFIC CALMING PROGRAM (18 LOCATIONS) COMPLETED 100%  COMPLETED 5 YELLOW BRICK ROAD: CLEAN, GREEN AND BEAUTIFUL COMPLETED 100% COMPLETED 5-YEAR CAPITAL IMPROVEMENT PROGRAM
• 37TH STREET BICYCLE AND PEDESTRIAN

IMPROVEMENTS (CLOSEOUT PHASE)
• METROWALK TRANSIT VILLAGE: NEVIN AVE.

FROM 19TH-27TH(CLOSEOUT PHASE)
• YELLOW BRICK ROAD
• LINCOLN SAFE ROUTES TO SCHOOL PROJECT
• VARIOUS STUDIES I.E. STOP SIGN REQUESTS
• SOLANO AVE X-WALK IMPROVEMENTS
• QUIET ZONE INSPECTIONS

COMPLETED
137
Definition: The Neighborhood Safety and Access Program improves local streets by implementing traffic calming, speed management, safer crossings, and Safe Routes to School strategies to enhance safety. It also strengthens neighborhood connectivity and promotes equitable mobility by making it easier to bike, walk, and roll throughout the community.

WHAT’S
THE
PLAN?
EST. PROJECT SCHEDULE*
*Schedule assumes project(s) will be fully funded
• SPEED FEEDBACK SIGNS
(MORNINGSIDE AND

MCBRYDE)
• DESIGN 41ST ST AND BISSELL

AVE X-WALK INTERSECTION
SAFETY
• 6

TH & MACDONALD TRAFFIC
SIGNAL
• SPEED SURVEY
233

NEIGHBORHOOD

SAFETY AND ACCESS PLAN
# PROJECT EST. BUDGET FY 2026-27 FY 2027-2036
1 ANALYSES/QUICK BUILDS/RED CURBS/LIGHTING (LOCAL STREETS) $1 MILLION $1 MILLION $1 M. (ANNUAL) 2 DONUT SIDESHOW ABATEMENT PROJECT – LOCATIONS BEING CONSIDERED 1) SANTA RITA RD. & MAY RD. 4) S. 2ND ST. & FLORIDA AVE. 2) S. 2ND ST. & MAINE AVE. 5) 24TH ST. & ESMOND AVE.
3) CURRY ST. & W. MACDONALD AVE. 6) 1ST ST. & W. MACDONALD AVE. $1 MILLION $1 MILLION
3 MCBRYDE AVENUE NEIGHBORHOOD (EAST OF 23RD STREET) $3 MILLION $3 MILLION 4 RHEEM AVENUE/24TH STREET/26TH STREET $5.9 MILLION $5.9 MILLION 5 PARCHESTER RAILROAD CROSSINGS (FEDERAL GRANT IF AWARDED) $4.5 MILLION (FEDERAL GRANT) $900,000 (MATCH) 6 NORTH RICHMOND CHESLEY RAIL XING (FEDERAL GRANT IF AWARDED) $5.7 MILLION (FEDERAL GRANT) $570,000 (MATCH) 7 PIERCE STREET BIKEWAY (STATE GRANT IF AWARDED) $1.06 MILLION (STATE GRANT) NO MATCH 8 25TH ST., GRANT AVE., OHIO AVE. & KEY BLVD. BIKE AND PEDESTRIAN, FLORIDA AVE. & 47TH ST. SIDEWALK (STATE GRANT IF AWARDED) $7.465 MILLION (STATE GRANT) NO MATCH

UNFUNDED PLAN
138

PROJECT SCORING CRITERIA

CAPITAL IMPROVEMENT

PLAN DEVELOPMENT
• CRASHES OR HIGH-INJURY

CORRIDORS
• VEHICLES: SPEED AND VOLUME
• COMMUNITY REQUESTS
• MODE: BIKE/PED PLAN OR TRANSIT
• PRIORITY STREET/AREA IN OTHER PLANS
• SCHOOLS, PARKS OR COMMERCIAL
• DISADVANTAGED COMMUNITIES
EST. FUNDING SCHEDULE*
*Unfunded plan subject to change.
234
12 ACTIVE

PROJECTS

BUILDING AND

FACILITY

IMPROVEMENTS

PROGRAM

BUILDING AND FACILITY

IMPROVEMENTS PROGRAM
# PROJECT STATUS FUNDED FY
2026-27
FY
2027-28
FY
2028-29
FY
2029-30
FY
2031-32
1 ADA REHABILITATIONS/CDBG BOOKER T. ANDERSON CENTER PLANNING 100% COMPLETED 2 ADA REHABILITATIONS/CDBG PARCHESTER PLANNING 100% COMPLETED 3 BOOKER T. ANDERSON CENTER INFRASTRUCTURE PHASE III DESIGN 100% COMPLETED 4 BUILD ENVIRONMENT NEEDS ASSESSMENT STUDY 100% COMPLETED 5 CORPORATION YARD BATHROOM REMODEL DESIGN PARTIAL COMPLETED 6 CORPORATION YARD FUEL SITES UPGRADES DESIGN PARTIAL COMPLETED 7 E-BIKE LENDING LIBRARY DESIGN PARTIAL COMPLETED
8 FACILITIES ROOF REPAIR - CITYWIDE PROPOSED 100% COMPLETED 9 HARBOUR 8 PARK EXPANSION CONSTRUCTION 100% COMPLETED
10MARTIN LUTHER KING JR COMMUNITY CENTER DESIGN PARTIAL COMPLETED 11 POINT MOLATE COTTAGE ROOF STABILIZATION MONITORING 100% <-

COMPLETED
12 REVITALIZING THE HISTORIC RICHMOND MAIN LIBRARY CONSTRUCTION 100% COMPLETED 5-YEAR CAPITAL IMPROVEMENT PROGRAM
• AUDITORIUM CONVENTION CENTER ELECTRICAL

UPGRADES
• BOOKER T. ANDERSON PHASE I & II
• CORP YARD FENCE
• RICHMOND MUSEUM ROOF MAINTENANCE REPAIRS
• POINT MOLATE COTTAGE ROOF STABILIZATION

COMPLETED
*Schedule assumes project(s) will be fully funded
EST. PROJECT SCHEDULE*
139
WHAT’S THE
PLAN?
235

BUILDING AND FACILITY

IMPROVEMENTS PLAN
• FACILITIES CONDITIONS

ASSESSMENT
• AUDITORIUM ASSESSMENT
• MAY 5TH PUBLIC WORKS
DEPARTMENT BRIEFING:

ASSET DATA
• INSTITUTIONAL

KNOWLEDGE
• REQUESTS

CAPITAL IMPROVEMENT

PLAN DEVELOPMENT
# PROJECT
CIP
SCOR
E
EST.

BUDGET
FY 2026-
27 FY 2027-
28 FY 2028-
29 FY 2029-
30 FY 2031-
32 OUT YEAR
1 AS-NEEDED SPACE
REMODELING 40 $1,500,000 $1,000,000 $500,000
2 BUILDING & FACILITY

IMPROVEMENT

PROGRAM
72 $16,500,000 $1,200,000 $1,300,00 $1,400,000 $1,500,000 $1,600,000 $9,500,000 3 CIVIC CENTER

AUDITORIUM

IMPROVEMENTS
67 $12,915,000 $180,000 $3,735,000 $9,000,000
4 MULTI-USE SPORTS
FACILITY 69 $30,000,000 $30,000,000
5 PUBLIC SAFETY
FACILITY 49 $100,000,000 $100,000,000
6 SOLAR INSTALLATION
ON CITY BUILDINGS 55 $12,000,000 $12,000,000

UNFUNDED PLAN
140
*Estimated funding schedule doesn’t reflect project schedule.

EST. FUNDING SCHEDULE*
236

PUBLIC SAFETY IMPROVEMENTS

PROGRAM AND PLAN
# PROJECT STATUS FUNDED FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2031-32 1 FIRE STATION 63 IMPROVEMENTS PLANNING PARTIAL COMPLETED 2 FIRE STATION 66 IMPROVEMENTS PLANNING PARTIAL COMPLETED 2 ACTIVE

PROJECTS

PUBLIC SAFETY

IMPROVEMENTS
• FACILITIES CONDITIONS

ASSESSMENT
• FIRE DEPARTMENT
• INSTITUTIONAL KNOWLEDGE
• REQUESTS

CAPITAL

IMPROVEMENT PLAN

DEVELOPMENT
# PROJECT CIP
SCORE
EST.

BUDGET
FY
2026-27
FY
2027-28
FY
2028-29
FY
2029-30
FY
2031-32
OUT
YEAR
1 FIRE STATION 62 ALS UPGRADES 77 $440,000 $66,000 $374,000 2 FIRE STATION 67 REBUILD 67 $38,000,000 $1,000,000 $4,700,000 $3,000,000$29,300,000 3 FIRE STATION 68 ALS UPGRADES 75 $550,000 $82,500 $467,500 4 FIRE STATION ALERTING SYSTEM 74 $1,400,000 $1,400,000 5 FIRE TRAINING CENTER 76 $15,000,000 $2,000,000$13,000,000 6 LOCKER FACILITIES REPLACEMENT 34 $2,000,000 $2,000,000

UNFUNDED
PLAN
5-YEAR CAPITAL IMPROVEMENT PROGRAM
*Schedule assumes project(s) will be fully funded
EST. PROJECT SCHEDULE*
141
**Estimated funding schedule doesn’t reflect project schedule.

EST. FUNDING SCHEDULE**
WHAT’S THE
PLAN?
237
5/22/2026 6:59 PM Moving Richmond Forward 142
Ensuring Consistent and Compliant Procurement
• Clear procurement authority levels
help ensure consistent and
compliant purchasing decisions.
• Competitive processes and
documentation standards protect
public funds and support fair
vendor participation.
• Publicly advertised solicitations
and standardized evaluations
strengthen transparency and
accountability.
• Compliance with established
procedures reduces audit risks and
helps maintain eligibility for
external funding. 238
Next Steps
5/22/2026 6:59 PM 143
• June 16: Finance will continue
to track all City Council
questions/requests and present
the Budget Checklist on June 16
• Key Milestones:
– June 16: Budget Checklist
Follow-Up
– June 23: Final Budget
Adoption

MOVING RICHMOND FORWARD
239
Recommended Action
RECEIVE an update on departmental
presentations from Community Services,
Economic Development, and Fire
Departments as part of the continued
review of the draft Fiscal Year
(FY) 2026-27 Annual Operating Budget
and FY 2026-31 Five-Year Capital
Improvement Plan, with discussions
upon completion of all departmental
presentations; and RECEIVE updated
financial and operational
considerations
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 144
240
145
THANK YOU!
5/22/2026 6:59 PM MOVING RICHMOND FORWARD 241

May 26, 2026
Mayor's Office
DATE: May 26, 2026
TO: Members of the City Council
FROM: Mayor Martinez
Subject: Proclamation Honoring Abigail Sims-Evelyn for Her Service and Contributions to Literacy and Community
Uplift in Richmond
FINANCIAL IMPACT: N/A

PREVIOUS COUNCIL
ACTION:

N/A

STATEMENT OF THE
ISSUE:

The City Council will present a proclamation honoring
Abigail Sims-Evelyn for her dedicated service to the
Richmond community through the Literacy for Every
Adult Program (LEAP), and for her lasting contributions to literacy, education, and community empowerment.

RECOMMENDED ACTION: PROCLAMATION honoring Abigail Sims-Evelyn for her compassionate leadership, dedicated service, and
enduring contributions to literacy, learning, and
community uplift in the City of Richmond – Mayor
Eduardo Martinez (510-620-6503).

DISCUSSION:

Abigail Sims-Evelyn is being honored for her meaningful service to the Richmond community and her leadership as Director of the Literacy for Every Adult Program (LEAP). Through her AGENDA
REPORT
242

May 26, 2026
work, she helped expand access to literacy and learning opportunities for adults, recognizing that reading is more than a skill; it is a pathway to dignity, opportunity, and self-determination.

Her leadership was marked by compassion, patience, and a deep commitment to uplifting every learner who entered the program. Abigail supported students not only in building literacy skills, but also in gaining confidence, independence, and a greater sense of possibility for themselves and their families.

Her influence extended beyond the classroom and strengthened the broader Richmond community. By championing literacy, Abigail helped empower residents, strengthen neighborhoods, and open doors for lifelong learning.

This proclamation honors Abigail Sims-Evelyn for her service, leadership, and enduring contributions to literacy, education, and community uplift in the City of Richmond.

DOCUMENTS ATTACHED:

Attachment 1 – Proclamation Honoring the Abigail Sims-Evelyn 243
Proclamation Honoring Abigail Sims-Evelyn Director, Richmond Literacy for Every Adult Program (LEAP)
WHEREAS, Abigail Sims-Evelyn has served the Richmond community with unwavering compassion, leadership, and a profound belief in the power of literacy; and
WHEREAS, through her role as Director of the Literacy for Every Adult Program (LEAP), Abigail devoted herself to opening doors for every learner who walked through the program’s doors—believing wholeheartedly that reading is not only a skill, but a pathway to dignity, opportunity, and self-determination; and WHEREAS, Abigail taught and led with a spirit of kindness, patience, and love, offering encouragement to every student and inspiring her colleagues through her example; and
WHEREAS, her tireless dedication uplifted not only the individuals she taught, but also their families, who felt the ripple effects of newfound confidence, knowledge, and possibility; and
WHEREAS, her influence reached far beyond the classroom, enriching the entire Richmond community by championing the belief that literacy strengthens neighborhoods, empowers voices, and expands horizons; and WHEREAS, Abigail’s lifelong commitment to helping others discover the joy of reading opened minds, built opportunities, and transformed countless lives; NOW, THEREFORE, BE IT PROCLAIMED that the City of Richmond honors and celebrates Abigail Sims-Evelyn for her extraordinary service, her compassionate leadership, and her enduring contributions to literacy, learning, and community uplift.

Her legacy will continue to inspire all who believe in the profound and lifechanging power of education.

Mayor Eduardo Martinez Councilmember Claudia Jimenez Councilmember Jamelia Brown City of Richmond City of Richmond City of Richmond
May 19, 2026 May 19, 2026 May 19, 2026
244

May 26, 2026
City Council
DATE: May 26, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Councilmember Claudia Jimenez
Subject: Proclamation Celebrating 30 years of the Richmond United Soccer Club
FINANCIAL IMPACT: There is no fiscal impact associated with this item.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The Richmond United Soccer Club is completing their
30th year of providing quality soccer programs for
Richmond families as an all-volunteer community club.

The City of Richmond acknowledges the oldest soccer
organization with a multigenerational impact in Richmond for crime reduction, pathways to career and educational opportunities, immigrant rights and supporting Richmond youth and families
RECOMMENDED ACTION: PROCLAMATION recognizing the 30th anniversary of the Richmond United Soccer Club, the oldest soccer
organization in Richmond, and its multigenerational
impact and role in crime reduction, pathways to career
and educational opportunities, immigrant rights to support Richmond youth and families by providing access to safe, structured extracurricular activities that have been shown to support positive youth outcomes, including improved
physical health, academic engagement, and socialemotional development, in crime reduction which led to the lowest homicide rates in the history of our City -
Councilmember Claudia Jimenez (510-620-6565).

AGENDA
REPORT
245

May 26, 2026
DISCUSSION:

The recognition of the 30th anniversary of Richmond United Soccer Club provides an opportunity for the City Council to acknowledge a longstanding, community-based organization that has played a significant role in youth development and neighborhood cohesion in Richmond.

Founded over three decades ago, Richmond United Soccer Club has operated as an all-volunteer, nonprofit organization dedicated to providing accessible and affordable soccer programming for local youth and families. The Club has served thousands of families across Richmond, many from historically underserved communities, by reducing barriers to participation in organized sports. Its programming emphasizes not only athletic development, but also teamwork, leadership, and community engagement.

Unlike many youth sports organizations, Richmond United Soccer Club has sustained its operations without paid staff, relying instead on the consistent involvement of volunteer coaches, parents, and community members. This model reflects a strong culture of community ownership and investment, with many former participants returning as coaches and mentors. As a result, the organization has contributed to intergenerational engagement and continuity within Richmond.

The Club’s impact extends beyond recreation. Access to safe, structured extracurricular activities has been shown to support positive youth outcomes, including improved physical health, academic engagement, and social-emotional development. Additionally, our organization was acknowledged by The City in Richmond in 2024 for our role in crime reduction which led to the lowest homicide rates in the history of our City. For many families, Richmond United Soccer Club represents one of the few affordable entry points into organized sports. It also provided many families with immigrant support services through facilitated community meetings, support networks and volunteer opportunities to support immigration cases.

This milestone also highlights the continued need for investment in recreational infrastructure and youth programming within the City. As participation in youth sports remains high, organizations such as Richmond United Soccer Club depend on equitable access to safe, well-maintained fields and facilities in order to sustain and expand their services. The Macdonald Mini-Field Project is a proposal by our Club to invest in our community through temporary use of vacant land for community programs in the Iron Triangle, one of the poorest communities in the Bay Area.

By recognizing this 30-year milestone, the City affirms its support for community-led initiatives that promote youth development, health, and neighborhood vitality. This acknowledgment also reinforces the importance of partnerships between the City and local organizations in meeting the needs of Richmond residents. 246

May 26, 2026
DOCUMENTS ATTACHED:

Attachment 1 – Proclamation
247

PROCLAMATION
RECOGNIZING THE 30THANNIVERSARY OF

THE RICHMOND UNITED SOCCER CLUB
WHEREAS, Richmond United Soccer Club was founded in 1995 and is celebrating 30 years of dedicated service to the youth and families of Richmond; and WHEREAS, Richmond United Soccer Club is the oldest soccer organization in the City of Richmond and has provided consistent, accessible, and quality soccer programming for generations of local families; and
WHEREAS, as an all-volunteer, community-based organization, the club has relied on the commitment and leadership of coaches, parents, and community members to sustain and grow its programs; and
WHEREAS, Richmond United Soccer Club promotes youth development, teamwork, leadership, and healthy lifestyles through sports participation; and WHEREAS, the club has had a lasting multigenerational impact, serving as a positive and unifying force to uplift the youth and their families, thereby strengthening the fabric of the community within Richmond.

NOW, THEREFORE, BE IT RESOLVED, that I, Mayor Eduardo Martinez, and the members of the Richmond City Council, hereby present this proclamation on this 26th day of May 2026, in recognition of this milestone 30th Anniversary of the Richmond United Soccer Club and extends its appreciation for three decades of service, dedication, and positive impact on the community.

Mayor Eduardo Martinez Claudia Jimenez
At Large District 6 Councilmember
248

May 26, 2026
Mayor's Office
DATE: May 26, 2026
TO: Members of the City Council
FROM: Mayor Martinez
Subject: May is National Bike Month
FINANCIAL IMPACT: None.

PREVIOUS COUNCIL
ACTION:

May 2, 2023
April 30, 2024

STATEMENT OF THE
ISSUE:

May is National Bike Month, a celebration of biking as
transportation, as recreation, as essential to our
wellbeing and everyday lives.

RECOMMENDED ACTION: PROCLAMATION recognizing May as National Bike Month and encouraging residents to participate in biking events – Mayor Eduardo Martinez (510-620-6503).

DISCUSSION:

The bicycle is an economical, healthy, convenient, and environmentally sound form of transportation and an excellent tool for recreation and enjoyment of Richmond’s scenic beauty.

The City of Richmond supports increased use of bicycles as a commute mode of transportation and recreation. Bike lanes have been installed throughout Richmond and to expand the Bay Trail.

AGENDA
REPORT
249

May 26, 2026
Creating a bicycling-friendly community has been shown to improve citizens’ health, well-being, and quality of life, attracting tourism dollars, improving traffic safety, supporting student learning outcomes, and reducing pollution, congestion, and wear and tear on our streets. A Bicycle and Pedestrian Action Plan was approved by City Council in February 2023, with the goal of improving safe, efficient, and convenient bicycle and pedestrian travel within the City.

The City would like to congratulate Richmond resident, Maria “Downhill Diva”, for being awarded Contra Costa County’s 2026 Bike Champion of the Year. The award honors bike champions who believe in the transformative power of cycling and actively advance it whether it be through advocacy, education, or inclusivity. Their work helps make biking safe, accessible, and enjoyable for all ages, backgrounds, and experience levels.

As noted in the announcement, “Maria’s leadership and passion for advancing equity, climate resilience, health and wellness, social justice and inclusive mobility across diverse national and Bay Area communities are an inspiration to all who seek community on two wheels.”
The City of Richmond encourages residents to ride their bikes throughout the month of May to experience the joys of bicycling through events such as Bike-to-Wherever Day and Self-Care Sunday Rides.

DOCUMENTS ATTACHED:

Attachment 1 – BIKE MONTH PROCLAMATION
250
Mayor Eduardo Martinez
City of Richmond
May 2 , 202
Recognizing May as National Bike Month in
The City of Richmond, California

WHEREAS,

WHEREAS,

WHEREAS,

WHEREAS,

WHEREAS,

WHEREAS,

WHEREAS,
NOW,
251

May 26, 2026
City Council
DATE: May 26, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Councilmember Claudia Jimenez
Subject: Proclamation Declaring May 2026 as Affordable Housing Month
FINANCIAL IMPACT: None

PREVIOUS COUNCIL
ACTION:

None

STATEMENT OF THE
ISSUE:

Each year, jurisdictions across the Bay Area issue
proclamations declaring May as “Affordable Housing
Month.” These proclamations draw attention to the
ongoing housing affordability crisis in our region and
renew the City’s commitment to ensuring that all
community members have safe, stable, and affordable
places to call home.

RECOMMENDED ACTION: PROCLAMATION to declare the month of May 2026, as Affordable Housing Month in the City of Richmond to draw attention to the ongoing housing affordability crisis in our region and to renew the City of Richmond’s commitment
to ensuring that all community members have safe, stable, and affordable places to call home - Councilmember
Claudia Jimenez (510-620-6565).

AGENDA
REPORT
252

May 26, 2026
DISCUSSION:

Each year, jurisdictions across the Bay Area issue proclamations declaring May as “Affordable Housing Month.” These proclamations draw attention to the ongoing housing affordability crisis in our region and renew the City’s commitment to ensuring that all community members have safe, stable, and affordable places to call home.

After 42 years, East Bay Housing Organizations (EBHO) proudly continues to champion affordable housing in the east bay, by fostering a racially and economically just community for all, as quality affordable homes are vital to creating healthy, safe, and racially just communities. EBHO members include many nonprofits active in the City of Richmond. East Bay Asian Local Development Corporation (EBALDC), Community Housing Development Corporation, Eden Housing, RichmondLAND, and Richmond Neighborhood Housing Services have all constructed numerous deed-restricted affordable homes available to low-income residents of Richmond.

Currently, EBHO member organization Hope Solutions is supporting the development of Richmond's Tiny Village Spirit, a community of "tiny homes" paired with supportive services dedicating to helping 18-24 year old residents transition out of homelessness.

EBHO staff and members are excited to continue engagement with the City in designing new and innovative programs to help produce, preserve, and protect affordable housing in Richmond.

Before the current inflation rates, increasing housing costs often results in long-time residents becoming displaced, living in overcrowded homes, or experiencing homelessness; threatening the region’s racial diversity and economic opportunity. In California there are over 39,000 affordable homes ready to be built but lacking the financing to begin construction and a $10 billion statewide bond has been proposed to fund the construction of these affordable homes. However, for two years in a row both the President and the Governor of California have proposed budgets that dramatically cut funding for affordable housing which, if actualized would reduce federal affordable housing assistance by 44%.

The role of local governments and regional bodies has never been so critical in maintaining support for producing, preserving, and protecting affordable housing opportunities for low-income communities. The housing affordability crisis is a regional issue requiring regional solutions and cooperation between local jurisdictions through the Bay Area Housing Finance Authority. The solution through stable and affordable housing can help to reduce and alleviate homelessness, support seniors, families, youth, veterans, immigrants, people with disabilities, and our whole community; 253

May 26, 2026
A proclamation declaring May 2026 as “Affordable Housing Month” renews the City of Richmond’s commitment to work towards decisions that support affordable and stable housing at the local, regional, state, and federal levels in Richmond. It acknowledges the coordinated and regional work necessary to ensure that everyone has an affordable and stable home.

DOCUMENTS ATTACHED:

Attachment 1 – Proclamation
254
WHEREAS, each year, jurisdictions across the Bay Area issue proclamations declaring May as “Affordable Housing Month,” drawing attention to the ongoing housing affordability crisis in our region; and
WHEREAS, after 42 years, the East Bay Housing Organizations proudly continues to champion affordable housing in the east bay, by fostering a racially and economically just community for all, as quality affordable homes are vital to creating healthy, safe, and racially just communities; and
WHEREAS, EBHO members include many nonprofits active in the City of Richmond.

East Bay Asian Local Development Corporation (EBALDC), Community Housing Development Corporation, Eden Housing, RichmondLAND, and Richmond Neighborhood Housing Services have all constructed numerous deed-restricted affordable homes available to low-income residents of Richmond; and WHEREAS, EBHO member organization Hope Solutions is supporting the development of Richmond's Tiny Village Spirit, a community of "tiny homes" paired with supportive services dedicating to helping 18–24 year-old residents transition out of homelessness; and
WHEREAS, current inflation rates and increasing housing costs often result in longtime residents becoming displaced, living in overcrowded homes, or experiencing homelessness; threatening the region’s racial diversity and economic opportunity; and WHEREAS, in California there are over 39,000 affordable homes ready to be built but lacking the financing to begin construction and a $10 billion statewide bond has been proposed to fund the construction of these affordable homes; and WHEREAS, for two years in a row, both the President and the Governor of California have proposed budgets that dramatically cut funding for affordable housing which, if actualized would reduce federal affordable housing assistance by 44%; and MAY 2026

AFFORDABLE HOUSING MONTH IN THE EAST BAY
255
WHEREAS, the role of local governments and regional bodies has never been so critical in maintaining support for producing, preserving, and protecting affordable housing opportunities for low-income communities; and
WHEREAS, the housing affordability crisis is a regional issue requiring regional solutions and cooperation between local jurisdictions through the Bay Area Housing Finance Authority; and
WHEREAS, solutions found through stable and affordable housing can help to reduce and alleviate homelessness, support seniors, families, youth, veterans, immigrants, people with disabilities, and our whole community.

NOW, THEREFORE, BE IT RESOLVED, that I, Mayor Eduardo Martinez, and the members of the Richmond City Council, declare May 2026 as “Affordable Housing Month,” renewing the City of Richmond’s commitment to work towards decisions that support affordable and stable housing at the local, regional, state, and federal levels in Richmond, to help ensure that all community members have safe, stable, and affordable places to call home.
______________________________ ______________________________ Mayor Eduardo Martinez Claudia Jimenez
At Large District 6 Councilmember
256

May 26, 2026DocID #70447v1
City Attorney's Office
DATE: May 26, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Shannon Moore, Interim City Attorney
Christopher Dykzeul, Assistant City Attorney
Subject: Contract with Thomson Reuters Enterprise for Legal Research Subscription Services
FINANCIAL IMPACT: The proposed not-to-exceed $110,000 expenditure for the three-year term is budgeted at $32,352 in fiscal year (FY) 2026-2027, $34,616.64 in FY 2027-2028, and
$37,039.80 in FY 2028-2029, and will be budgeted
accordingly in subsequent fiscal year budgets. Funding is included within the City Attorney’s Office budget (Account String: 01151014-400264).

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

To continue providing the Mayor, City Council, City
Manager, and all City Departments, boards and
commissions with competent legal advice, the City
Attorney’s Office requests approval of a three-year (36- month) contract with Thomson Reuters that provides top
level legal research with integrated AI capabilities.

RECOMMENDED ACTION: APPROVE a contract with Thomson Reuters for legal research subscription services for Westlaw and
CoCounsel Legal in an amount not to exceed $110,000
for the term of July 1, 2026, through June 30, 2029,
subject to non-substantive revisions approved by the City Attorney’s Office; and AUTHORIZE the city manager or
their designee to execute the contract – City Attorney’s Office (Christopher Dykzeul 510-620-6507/Shannon
Moore 510-620-6509). This item was continued from
the May 19, 2026, meeting.

AGENDA
REPORT
257

May 26, 2026DocID #70447v1
DISCUSSION:

The City Attorney’s Office has used Thomson Reuters’ Westlaw legal research platform for more than five years to support litigation and transactional work. To continue providing the Mayor, City Council, City Manager, City departments, boards, and commissions with timely and effective legal advice, the City Attorney’s Office requires an updated subscription that includes additional services, including artificial intelligencepowered tools such as CoCounsel.

CoCounsel Legal is Thomson Reuters' latest update that works as a part of WestLaw, and provides efficient AI assisted research, document analysis, and drafting, and integrates with Microsoft 365. Its AI capabilities are superior to those of its competitor, LexisNexis, in that it goes beyond being a research tool but also works as a documentfirst assistant, focusing on areas such as deposition preparation, contract analysis, and legal research memos. CoCounsel Legal pairs Westlaw Advantage with CoCounsel directly with law content, allowing for deeper guidance and drafting workflows, and is the most robust packaging available for AI features. Furthermore, the protections around CoCounsel Legal allow for deep research reports to be more accurate and reliable, without the risk of hallucinations that occur with general AI tools. Thomson Reuters was able to secure CoCounsel Legal for the City Attorney's Office at the same cost as WestLaw Advantage with CoCounsel Essentials, a savings of $255/mo ($3,060/year, and approximately $9,180 over the 36-month contract).

Included in the subscription is online library access for 6 attorneys with: 1) WestProflex; 2) Westlaw Multi-State Analytical; and 3) CoCounsel Legal. Also included are all updates and enhancements for the life of the agreement.

The following costs are per fiscal year:

FY26/27 $32,352 ($2,696.00/month)
FY27/28 $34,616.64 ($2,884.72/month)
FY28/29 $37,039.80 ($3,086.65/month)
The City Attorney’s Office requests City Council’s approval of a three-year agreement with Thomson Reuters Enterprises for subscription services that include 1) WestProflex; 2) Westlaw Multi-State Analytical; and 3) CoCounsel Legal, for a total amount not to exceed $110,000, and term from July 1, 2026, through June 30, 2029, with a two-year renewal option.

DOCUMENTS ATTACHED:

Attachment 1 – Original Contract with Thomas Reuters Enterprise (proposed) Attachment 2 – Sole Source Form
Attachment 3 – IT Purchase Authorization Form
258

CITY OF RICHMOND

STANDARD CONTRACT
Department: City Project Manager:

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

Vendor No: Contract No:

Description of Services:

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

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

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

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

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

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

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

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

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

City Attorney's Office Ivania Navarrete [email protected] (510) 620-6509 WestLaw Online Law Library for 6 attorneys to conduct legal research using West Proflex, Westlaw Multi-State Analytical, & CoCounsel Legal, Nat' l (Enterprise access, Gov't) Thomson Reuters Enterprise 2900 Ames Crossing Rd Eagan, MN 55121 Greg Kelley (763) 326-3105 [email protected] July 1, 2026 June 30, 2029 110,000.00 26/27 32,352.00 27/28 34,616.64 28/29 37,039.80 259

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
Thomson Reuters Enterprise
260
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]:

Thomson Reuters Enterprise
See attached order form
261

Order Form Order ID: Q-11571786
Contact your representative [email protected] with any questions. Thank you.

Sold To Account Address Shipping Address Billing Address Account #: 1000802377

RICHMOND CITY ATTORNEY
PO BOX 4046 450 CIVIC CENTER PLZ STE 340
RICHMOND CA 94804-1630 US
“Customer”
Account #: 1000802377

RICHMOND CITY ATTORNEY
PO Box 4046
450 CIVIC CENTER PLZ STE 340
RICHMOND CA 94804-1630 US
Account #: 1000802377

RICHMOND CITY ATTORNEY
PO Box 4046
450 CIVIC CENTER PLZ STE 340
RICHMOND, CA 94804-1630
US
This Order Form is a legal document between Customer and A. West Publishing Corporation to the extent that products or services will be provided by West Publishing Corporation, and/or B. Thomson Reuters Enterprise Centre GmbH to the extent that products or services will be provided by Thomson Reuters Enterprise Centre GmbH.

A detailed list of products and services that are provided by Thomson Reuters Enterprise Centre GmbH and current applicable IRS Certification forms are available at: https://www.tr.com/trorderinginfo West Publishing Corporation may also act as an agent on behalf of Thomson Reuters Enterprise Centre GmbH solely with respect to billing and collecting payment from Customer. Thomson Reuters Enterprise Centre GmbH and West Publishing Corporation will be referred to as “Thomson Reuters”, “we” or “our,” in each case with respect to the products and services it is providing, and Customer will be referred to as “you”, or “your” or “Client”.

For Federal Customers the following shall apply: Thomson Reuters General Terms and Conditions (available here:
http://tr.com/federal-general-terms-and-conditions apply to the purchase and use of all products, except print, and together with any applicable Product Specific Terms (set forth below) are incorporated into this Order Form by this reference. In the event that there is a conflict of terms among the General Terms and Conditions, the Product Specific Terms and this Order Form, the order of precedence shall be Order Form, the Product Specific Terms, and last the General Terms and Conditions.

For non-federal customers the following shall apply: Thomson Reuters General Terms and Conditions (http://tr.com/us-general-terms-and-conditions) apply to the purchase and use of all products, except print, and together with any applicable Product Specific Terms (set forth below) are incorporated into this Order Form by this reference. In the event that there is a conflict of terms among the General Terms and Conditions, the Product Specific Terms and this Order Form, the order of precedence shall be Order Form, the Product Specific Terms, and last the General Terms and Conditions.

ProFlex Products
See Attachment for details
Material # Product Monthly Charges Minimum Terms
(Months)
40757482 West Proflex $2,696.00 36
Bridge Products
Material # Product Quantity Unit Bridge Monthly
Charges
Bridge Term
(Months)
40757482 West Proflex 1 Each $2,122.68 1
Bridge Terms
Bridge Monthly Charges begin on the date we process your order and will be prorated for the number of days remaining in the calendar month, if any. The Bridge Monthly charges will continue for the number of complete calendar months listed in the Bridge Term column above and will be in addition to the Monthly Charges and Minimum Term outlined above. At the end of the Bridge Term, your Monthly Charges and the Minimum term will begin on the first full calendar month following the Bridge Term as described in the Product grid above. All other terms and conditions of the Order Form remain unchanged. For purposes of clarification, your total Term will be the Bridge Term plus the Minimum Term.

Minimum Terms
Your subscription is effective upon the date we process your order (“Effective Date”) and Monthly Charges will be prorated for the number of days remaining in that month, if any. Your subscription will continue for the number of months listed in the Minimum Term column above plus any Bridge Term that may be outlined above counting from the first day of the month following the Effective Date. Your Monthly 262

Charges during the first twelve (12) months of the Minimum Term are as set forth above. If your Minimum Term is longer than 12 months, then your Monthly Charges for each year of the Minimum Term are displayed in the Attachment to the Order Form.

Post Minimum Terms
Your subscription will automatically renew at the end of the Minimum Term for successive 12-month renewal terms (each, an "Automatic Renewal Term"), unless either party provides written notice of its intent to not renew at least 30 days prior to the beginning of an Automatic Renewal Term. We will notify you of any change in the Annual Charges at least 60 days before each Automatic Renewal Term begins. Submit your notice of nonrenewal to: https://www.thomsonreuters.com/en-us/help/account-management/legal/orders/request-a-subscriptioncancellation.html or via postal mail to Customer Service, 2900 Ames Crossing Rd, Eagan, MN 55121.

For Federal government subscribers that chose a multi-year Minimum Term, those additional years will be implemented at your option pursuant to federal law.

Banded Product Subscriptions. You certify your total number of attorneys (full-time and part-time partners, shareholders, associates, contract or staff attorneys, of counsel, and the like), corporate users, personnel or full-time-equivalent students is indicated in this Order Form. Our pricing for banded products is made in reliance upon your certification. If we learn that the actual number is greater or increases at any time, we reserve the right to increase your charges to the market rate for all of your attorneys.

Miscellaneous
Material Change. If, at any time during the Minimum Term or the Renewal Term, there is a material change in your organizational structure including, but not limited to merger, acquisitions, combination, significant increase in the number of attorneys at a location covered by the agreement, divestitures, downsizing or dissolution, we will modify your rates proportionally. If you acquire the assets of, or attorneys from, another entity that is a current subscriber, you assume all obligations under the agreements that apply to those assets and attorneys, and you will pay the invoiced charges on both those agreements as they become due, until a superseding agreement is negotiated in good faith.

Charges, Payments & Taxes. You agree to pay all charges in full within 30 days of the date of invoice. You are responsible for any applicable sales, use, value added tax (VAT), etc. unless you are tax exempt. If you are a non-government customer and fail to pay your invoiced charges, you are responsible for collection costs including attorneys' fees.

Excluded Charges And Schedule A Rates. If you access products or services that are not included in your subscription you will be charged our then-current rate (“Excluded Charges”). Excluded Charges will be invoiced and due with your next payment. For your reference, the current Excluded Charges schedules are located in the below link. Excluded Charges may change from time-to-time upon 30 days written or online notice. We may, at our option, make certain products and services Excluded Charges if we are contractually bound or otherwise required to do so by a third party provider or if products or services are enhanced or if new products or services are released after the effective date of this ordering document. Modification of Excluded Charges or Schedule A rates is not a basis for termination under paragraph 9 the General Terms and Conditions.
https://legal.thomsonreuters.com/content/dam/ewp-m/documents/legal/en/pdf/other/plan-2-pro-govt-agencies.pdf http://static.legalsolutions.thomsonreuters.com/static/agreement/plan-2-pro-govt-agencies.pdf eBilling Contact. All invoices for this account will be emailed to your e-Billing Contact(s) unless you have notified us that you would like to be exempt from e-Billing.

Product Specific Terms
Document Intelligence Product Specific Terms: The following product specific terms shall apply to the Document Intelligence products on this order form, and are incorporated by reference: http://www.thomsonreuters.com/document-intelligence-PST.

Additional Terms for Services with Generative AI Skills: The following additional terms shall apply to Thomson Reuters Products with Generative AI Skills (including but not limited to all CoCounsel branded Products; all Products with AI Assisted Research; Contract Express, CLEAR Investigate, Westlaw Advantage; Practical Law or Practical Law Connect, with Dynamic Tool Set; Practical Law UK Premium; Practical Law Global Premium; HighQ), listed on this order form, and are incorporated into this order form by reference: https://www.tr.com/legal-services-ai-terms.

CoCounsel Core and CoCounsel Drafting Product Specific Terms: The following product specific terms shall apply to CoCounsel Core and CoCounsel Drafting and are incorporated into this order form by reference: http://tr.com/cocounselcore-and-drafting-product-specificterms.

Product Specific Terms and Service Levels: The following product specific terms and service levels shall apply to the HighQ products on this order form, and are incorporated by reference:
 HighQ Product Specific Terms http://tr.com/HighQ-PST
 HighQ Service Levels: Thomson Reuters shall provide service availability, maintenance and support for the term of the Agreement.

Details are available at: http://tr.com/HighQ-SLA. Note that Sections 3.3 of the SLA does not apply to any HighQ Light packages The Federal Product Specific Terms can be found here: http://tr.com/federal-product-specific-terms Product Specific Terms. The following products have specific terms which are incorporated by reference and made part of this Order Form if they apply to your order. They can be found at https://static.legalsolutions.thomsonreuters.com/static/ThomsonReuters-General-TermsConditions-PST.pdf. If the product is not part of your order, the product specific terms do not apply.  Campus Research
 Hosted Practice Solutions
 ProView eBooks
 Time and Billing
 West km Software
 West LegalEdcenter
 Westlaw 263

 Westlaw Doc & Form Builder
 Westlaw Paralegal
 Westlaw Patron Access
 Westlaw Public Records
Drafting Tools Product Specific Terms: The following product specific terms shall apply to the Drafting Tools products (Drafting Assistant, Clause Finder, Clause Finder: Internal Agreements) on this order form, and are incorporated by reference: https://www.thomsonreuters.com/draftingassistant-and-clausefinder-pst.

Additional clause applicable to: Westlaw Advantage, Practical Law Dynamic Tool Set, CoCounsel Essentials, Westlaw Advantage with CoCounsel Essentials, Practical Law with Dynamic Tool Set with CoCounsel Essentials, CoCounsel Legal: During the term of this Agreement, Thomson Reuters may in its sole discretion issue updates, upgrades, patches, enhancements, or improvements that it makes generally available to its customers at no additional charges (collectively "Upgrades"). For the avoidance of doubt, Upgrades do not include (i) new services that are developed or acquired by Thomson Reuters or (ii) services or functionalities for which there are royalty requirements or licensing restrictions. Where your Service includes Westlaw Advantage and/or Practical Law Dynamic Tool Set, these Upgrades do not include access to additional or new content sets beyond those you have subscribed to as part of the Service.

Amended Terms and Conditions

Government Non-Availability of Funds for Online, Practice Solutions or Software Products You may cancel a product or service with at least 30 days written notice if you do not receive sufficient appropriation of funds. Your notice must include an official document, (e.g., executive order, an officially printed budget or other official government communication) certifying the non-availability of funds. You will be invoiced for all charges incurred up to the effective date of the cancellation.

Acknowledgement: Order ID: Q-11571786
\si1\ \ti1\
Signature of Authorized Representative for order Title
\na1\ \ds1\
Printed Name Date
.

This Order Form will expire and will not be accepted after 5/28/2026. 264

Attachment Order ID: Q-11571786
Contact your representative [email protected] with any questions. Thank you.

Payment, Shipping, and Contact Information
Payment Method:

Payment Method: Bill to Account
Account Number: 1000802377
This order is made pursuant to:

Shipping Information:

Shipping Method: Ground Shipping - U.S. Only
Order Confirmation Contact (#28)
Contact Name: NAVARRETE, Ivania
Email: [email protected]
eBilling Contact
Contact Name Ivania NAVARRETE
Email [email protected]
ProFlex Multiple Location Details
Account Number Account Name Account Address Action
1000802377 RICHMOND CITY ATTORNEY
450 CIVIC CENTER PLZ STE 340

RICHMOND
CA 94804-1630 US
New
ProFlex Product Details
Quantity Unit Service Material # Description
1 Each 40757482 West Proflex
6 Attorneys 42077868 Westlaw Multi-State Analytical, Enterprise access, Government 6 Attorneys 43482985 CoCounsel Legal, National Primary, Enterprise Access, Government Account Contacts
Account Contact
First Name
Account Contact
Last Name
Account Contact
Email Address
Account Contact
Customer Type Description
Ivania NAVARRETE [email protected] EML PSWD CONTACT Lapsed Products
Sub Material Active Subscription to be Lapsed
40757481 West Proflex
42077867 Westlaw Multi-State Analytical, Enterprise access, Government 43102994 Westlaw Precision Preferred with CoCounsel National Primary Law, Enterprise access, Government
Charges During Minimum Term
Materia
l #
Product
Name
Year 1
Charges
per Billing
Freq
% incr
Yr 1-
2*
Year 2
Charges
per Billing
Freq
% incr
Yr 2-
3*
Year 3
Charges
per Billing
Freq
%
incr
Yr 3-
4*
Year 4
Charges
per
Billing
Freq
%
incr
Yr 4-
5*
Year 5
Charges
per
Billing
Freq
Billing
Freq
407574
82 West
Proflex $2,696.00 7.00% $2884.72 7.00% $3086.65 N/A N/A N/A N/A Monthly Charges During Minimum Term
Pricing is displayed only for the years included in the Minimum Term. Years without pricing in above grid are not included in the Minimum Term.

Refer to your Order Form for the Post Minimum Term pricing. Refer to Order Form for Billing Frequency Type. 265
Addendum to Order Form (“Addendum”) Q-11571786
Customer: Richmond City Attorney
Account #: 1000802377

1. Effect of Addendum. The West Order Form, with its associated terms and any attachments thereto, including but not limited to the underlying Thomson Reuters General Terms and Conditions(s), and applicable Schedule A(s) (collectively the "Agreement"), between Subscriber and West is amended as specifically set forth herein to incorporate the terms of this Addendum. As amended, the Agreement will remain in full force and effect according to its terms and conditions. All terms used in this Addendum will have the meanings given to them in the Agreement. This Addendum supersedes any and all prior understandings and agreements, oral or written, relating to the subject matter. If there is a conflict between the terms and conditions of the Agreement and the terms and conditions of this Addendum, the terms and conditions of this Addendum will control.

2. Modifications to the Order Form. The following changes will be made to the Order Form:
a. For non-federal customers the following shall apply. The first sentence of this section will be modified to read as follows:
“For non-federal customers the attached terms shall apply: Thomson Reuters General Terms and Conditions apply to the purchase and use of all products, except print, and together with any applicable Product Specific Terms are incorporated into this Order Form as Exhibit 1.”

3. Modification to the General Terms and Conditions. The following changes will be made to the General Terms and Conditions:
a. 11(d), Governing Law. This section will be modified to read as follows:
“Unless otherwise stated in the applicable Ordering Document, the Agreement will be governed by the laws of the State of California and each party hereby submits to the jurisdiction of the federal and state courts of the State of California to settle disputes or claims arising out of or in connection with the Agreement.”
Except as expressly modified herein, all other terms and conditions of the Agreement will remain unchanged.

This Addendum shall be effective when signed by you and accepted by Thomson Reuters. By signing this Addendum, you acknowledge that you are authorized to accept these terms on behalf of your organization:

Richmond City Attorney
By: ____________________
Name: _________________
Title: __________________
Date: __________________
266
Version 5.1 (US)
Last Modified: June 1, 2025
General Terms and Conditions
These General Terms and Conditions (“General Terms”) govern your access and use of Thomson Reuters Services, as such term is defined below. “We”, “us”, “our” and “Thomson Reuters” means the Thomson Reuters entity or entities providing Services (and thus the entity or entities with all rights and obligations with respect to those Services) under the applicable Ordering Document. “You” and “your” means the client, customer or subscriber agreeing to or accepting these terms.

1. Definitions
a. “Affiliate” means, in the case of us, Thomson Reuters Corporation and any entity that, from time to time, is directly or indirectly controlled by Thomson Reuters Corporation. In the case of you, Affiliate means any entity that, from time to time, is directly or indirectly controlling, controlled by, or under common control of you. “Control” means the power to direct or cause the direction of the management or policies of such entity, whether through the ownership of voting securities, by contract, or otherwise. b. “Agreement” means each Ordering Document, these General Terms, and any applicable terms that are incorporated in the Ordering Document or these General Terms. c. “Confidential Information” means information in any form, whether oral or written, of a business, financial or technical nature which the recipient reasonably should know is confidential and which is disclosed by a party in the course of the Agreement.
d. “Documentation” means manuals, handbooks, guides and other user instructions, documentation and materials available through the Services or provided by us regarding the capabilities, operation, and use of our Services. e. “Ordering Document” means an order form, order confirmation, statement of work, invoice, e-commerce confirmation or similar agreement issued by such Thomson Reuters entity or entities that lists or describes the Services to be supplied by us.
f. “Professional Services” means the implementation, customization, training, consulting or other professional services we provide, as may be described in the applicable Ordering Document. g. “Property” means our property, which includes but is not limited to our Services, information, Documentation, data (whether tangible or intangible) and Usage Information. Property also includes data, information and technologies supplied by our third-party providers and available through the Services. h. “Services” means the cloud computing services, software-as-a-service, online research services, Professional Services, as well as any products, including installed software, supplied by Thomson Reuters under the Agreement that are detailed in the applicable Ordering Document.
i. “Usage Information” means any information, data, or other content (including statistical compilations and performance information) related to or derived from your access to and use of the Property. j. “Your Data” means, other than Usage Information, information, data, and other content, in any form or medium, that is submitted, posted, or otherwise transmitted by you or on your behalf through the Services.

Exhibit 1
267
General Terms and Conditions 2

2. IP Ownership; Licenses & Delivery
a. Reservation of Rights. Together with our licensors, we reserve all rights not expressly granted under the Agreement. Except for the limited rights and licenses expressly granted herein, nothing in the Agreement grants, by implication, waiver, estoppel, or otherwise, to you or any third party any intellectual property rights or other right, title, or interest in or to the Property. You acknowledge that, as between the parties, all intellectual property rights in the Property are owned by us, our Affiliates, or third-party providers. You will not remove or conceal any property rights notices in the Property and will include such notices on any copy you are permitted to make. b. Services License. Except with respect to any installed software, which is licensed under Section 2(d) below, or Professional Services, we hereby grant you a non-exclusive, non-sublicensable, non-transferable right to access, view, and use our Services solely for your own internal business purposes subject to the terms and conditions of the Agreement.
c. Documentation License. Where Documentation is available, we hereby grant you a non-exclusive, nonsublicensable, non-transferable license to use such Documentation solely for your internal business purposes and in connection with your use of our Services subject to the terms and conditions of the Agreement. d. Installed Software License. To the extent you purchase a license or subscription to any of our installed software, we grant you a non-exclusive, non-sublicensable, non-transferable right to install and use such installed software only for your own internal business purposes subject to the terms and conditions of the Agreement. You may make necessary copies of such installed software solely for backup and archival purposes. Any such copy of such installed software: (i) remains our exclusive Property; (ii) is subject to the terms and conditions of the Agreement; and (iii) must include all copyright or other proprietary rights notices contained in the original. You may only use such installed software in object code format. e. Limited License to Your Data. You hereby grant us a non-exclusive license and right to use, copy, store, host, display, transmit and process Your Data solely as necessary for Thomson Reuters, our employees and contractors to provide our Services under the Agreement and in accordance with applicable law. Your Data may be used as an input for certain Artificial Intelligence (“AI”)-based functionality within our Services (“Input”) resulting in an output generated by the AI service (“Output”). You grant Thomson Reuters a license to use, modify, and adapt the Input as necessary for Thomson Reuters to perform, and improve our Services. Thomson Reuters retains all rights to any of the Property embedded in, or included with any Output, including any derivatives, or modifications thereto. You represent and warrant that you have all necessary rights and appropriate consents related to Your Data to allow Thomson Reuters to perform the Services and enforce its rights. We may delete or disable Your Data if required under applicable law, in which case we will use our reasonable efforts to provide notice to you. We acknowledge that, as between the parties, all intellectual property rights in Your Data are owned by you or your licensors. f. Delivery. We will deliver our Services and any Documentation electronically, on tangible media, or by other means, in our sole discretion. When you download or access our Services or Documentation, you are accepting it for use in accordance with the Agreement.
g. Ordering Document. Your Ordering Document identifies the Services, quantities, charges and other details of your order. The applicable Ordering Document may also refer to and incorporate documents which may apply to the Services you selected. If you are permitted in the Ordering Document or a separate agreement with Thomson Reuters to provide an Affiliate with access to any part of the Services, you will ensure that such Affiliate complies with all provisions of the Agreement applicable to you. h. Use of Name. Other than as necessarily required for (i) the provision of the Services, (ii) internal account management purposes, or (iii) compliance with applicable law or regulation, neither party may use the other party’s name, trademarks or any derivatives of them, without the other’s prior written consent.

3. Our Services
a. Changes to Service. Our Services may change from time to time, but we will not change their fundamental nature unless otherwise expressly permitted herein. Certain Services include updates (bug fixes, patches, maintenance releases). We reserve the right to charge for upgrades (releases or versions that include new features or additional functionality) or any application programming interfaces (“APIs”) for applicable Services. Any 268
General Terms and Conditions 3
additional charges for selected upgrades or APIs will be set forth in a separate Ordering Document. We may subject certain features or functionality to metering or other usage restrictions to maintain responsive performance. b. Passwords. Your access to certain Services is password protected. You are responsible for ensuring that passwords are kept confidential. Sharing passwords is strictly prohibited. Each user must immediately change their username/password combinations that have been acquired by or disclosed to an unauthorized third party. c. Third-Party Provider Terms. Our Services may include data and software from third parties. Some third-party providers require Thomson Reuters to pass additional terms through to you. The third-party providers change their terms occasionally and new third-party providers are added from time to time. To see the current third-party additional terms for our Services please click on the following URL: www.thomsonreuters.com/thirdpartyterms (collectively, “Third-Party Provider Terms”). You agree to comply with all applicable Third-Party Provider Terms. d. Third-Party Supplemental Software. You may be required to license third-party software to operate some of our Services. Additional terms may apply to such third-party software. e. Integrations. If permitted by Thomson Reuters, you may integrate certain third-party services, platforms, applications, extensions, add-ons, and related offerings that are not provided by us with the Services (collectively, “Integrations”). You acknowledge and agree that your use of any Integrations is subject to and shall be governed by the applicable terms and conditions of your separate agreement with the relevant third-party provider. You are solely responsible for complying with any requirements set forth by any such third parties. We do not make any representations or warranties with respect to Integrations and will not be responsible for your use of Integrations.

If you choose to use an Integration with the Services, you acknowledge and agree that you are authorizing us to access and share Your Data with the third-party provider on your behalf solely in order for the third-party provider to provide the relevant Integration to you.
f. Unauthorized Technology. Unless we give you prior written authorization, you must not (i) run or install any computer software or hardware on, against, in relation to, or as an overlay over, our Services or network; (ii) mine, scrape, index, or otherwise automatically access, collect, copy, download or record the Property; or (iii) automatically connect (whether through APIs or otherwise) the Property to other data, software, services or networks. Neither party will knowingly introduce any malicious software or technologies into the Services or the other party’s networks.
g. Use Restrictions. You shall not use or permit a third party to use the Property for any purposes beyond the scope of the access granted in the Agreement. Without prejudice to the generality of the foregoing, and unless otherwise expressly permitted in the Agreement, you may not and you may not permit a third party to: (i) sell, license, sublicense, distribute, make available, publish, display, store, copy, modify, merge, adapt, decompile, decode or disassemble, reverse engineer, remove any proprietary notices, translate or transfer the Property in whole or in part, or as a component of any other product, service or material; (ii) use or provide the Property on a white-labelled/re-branded basis, or otherwise commercially exploit the Property in any manner; (iii) use the Property to develop or improve products or services that compete with the Services; (iv) allow third parties to access, use or benefit from the Property in any way; or (v) use the Property (1) to develop, train, adapt, fine-tune, modify or improve any artificial intelligence software or other technologies, (2) to create any derivative works, adaptations, compilations or collective works in any manner or for any purpose that infringes, misappropriates, or otherwise violates any intellectual property right of Thomson Reuters, our third-party providers, or any other person, or (3) in a manner that violates any applicable law. You shall not impersonate another person or entity, hide or attempt to hide your identity, knowingly misrepresent your affiliation with a person or entity or otherwise use the Services for any fraudulent purpose.
h. Acceptable Use. You may (i) download limited extracts of content from our Services solely for your own internal business purposes; (ii) print limited extracts of content from our Services solely for your own internal business purposes; and (iii) on an infrequent, irregular and ad hoc basis, distribute limited extracts of content from our Services; provided that, in any case, (1) any such downloading, printing, or distribution is done at all times in accordance with the terms and conditions of the Agreement, (2) such extracts do not reach such quantity as to have commercial value and you do not use such extracts as a substitute for any Services, and (3) Thomson Reuters and any third-party content provider, if applicable, is cited and credited as the source. Exercising legal rights that cannot be limited by agreement is not precluded. Only if you are in the business of providing audit, tax, or 269
General Terms and Conditions 4
accounting services, or legal advice to your clients, the provisions of Section 3(g) do not preclude you from using our Services in accordance with the Agreement to benefit your clients in the ordinary course of your business of providing audit, tax, or accounting services or legal advice. Except as expressly set forth in the Agreement, we retain all rights and you are granted no rights in or to the Property. Notwithstanding any other provision in the Agreement, we may, without prior notice, suspend or limit your use of the Services for your violation of Section 3(g) (Use Restrictions) or this Section 3(h) (Acceptable Use) and we reserve the right to suspend or limit your use of the Services while we investigate any suspected violation of the same. i. Security. Each party will use and will require any subcontractors to use industry standard organizational, administrative, physical and technical safeguards to protect the other’s data. The parties agree that the specific technical and organizational measures in the Data Security Addendum available at http://tr.com/trdsa (“DSA”) shall apply and are hereby incorporated into the Agreement by reference. Additionally, you will notify us if you become aware of any unauthorized third-party access to our data or systems and will use reasonable efforts to remedy identified security threats and vulnerabilities to your systems. j. Regulatory Compliance and Export Control. Each party shall at all times comply with applicable law, including export controls and economic sanctions, that apply in connection with the Agreement. You represent and warrant on an ongoing basis that you will not obtain, retain, use, or provide access to the Services to an Affiliate or any third party in a manner or from a location that may breach any applicable export control or economic sanctions laws and regulations of the United States of America, the United Kingdom, the European Union and its Member States, Switzerland, or any other applicable jurisdiction. You warrant that neither you, nor any Affiliate that you allow to access to the Services, is or is affiliated with, owned, or controlled by a specially designated or sanctioned entity under any of those laws and that, in any transaction relating to us, you will not involve sanctioned parties, including without limitation, through the use of bank accounts at banks that are sanctioned parties. k. Your Responsibilities. You are responsible for (i) proper use of the Property in accordance with all Documentation, usage instructions and operating specifications; (ii) adherence to the minimum recommended technical requirements; (iii) changes you make to our Services or data; (iv) your combination of the Property with any other products, services, data or other property; (v) implementing and maintaining proper and adequate virus or malware protection and proper and adequate backup and recovery systems; and (vi) installing updates.

4. Charges
a. Payment and Taxes. You must pay our charges that are not the subject of a good faith dispute within 30 days of the date of invoice in the currency stated on the applicable Ordering Document without set-off, counterclaim or deduction. We reserve the right to charge a late fee of $25 USD for each invoice not paid by the due date. A Thomson Reuters Affiliate may act as a billing and collection agent for the Thomson Reuters entity listed on the applicable Ordering Document. For online purchases, you authorize us to charge you for charges stated in the applicable Ordering Document via credit card, debit card, or Automated Clearing House or any other method you have agreed to in advance. If you are a non-government subscriber and you fail to pay your invoiced charges, you are responsible for collection costs including reasonable legal fees. The charges listed on the Ordering Document are exclusive of applicable taxes. You must pay applicable taxes and duties, including withholding taxes, value added tax (VAT), sales tax or other taxes (excluding income taxes imposed on Thomson Reuters). You will provide Thomson Reuters written evidence of any withholding tax paid by you or any tax exemption on which you wish to rely. If you are obliged to withhold or deduct any portion of the charges, then Thomson Reuters shall be entitled to receive from you such amounts as will ensure that the net receipt, after tax and duties, to Thomson Reuters in respect of the charges is the same as it would have been were the payment not subject to the tax or duties. Invoice disputes must be notified within 15 days of the date of the invoice. b. Changes. We may increase, or adjust the basis for calculating, the charges for our Services with effect from the start of each renewal term by giving you at least 60 days written notice; any other price changes or adjustments will be as set out in your Ordering Document.
c. Excess Use. You must pay additional charges if you exceed the scope of use specified in the applicable Ordering Document, based on the rates specified on the applicable Ordering Document or our current standard pricing, whichever is greater. We may change the charges if you merge with, acquire or are acquired by another entity which results in additional access to our Services or data. 270
General Terms and Conditions 5

5. Privacy
The parties agree that the terms of the Data Processing Addendum available at: http://tr.com/data-processingaddendum (“DPA”) shall apply to the extent Thomson Reuters Processes Customer Personal Data (as those terms are defined in the DPA), in which case the DPA is hereby incorporated into the Agreement by this reference. For clarity, where each party Processes any Personal Data as separate and independent Controllers (as those terms are defined in the DPA), each party will comply with, and be independently liable under, all applicable laws that apply to it.

6. Confidentiality
Each party agrees to (i) protect any Confidential Information received from the other party using the same standard of care it uses to protect its own Confidential Information (which shall be no less than a reasonable degree of care) and (ii) not disclose any part of it to any third party except to its Affiliates, contractors, financial advisors, accountants and attorneys who are subject to legal privilege or confidentiality duties or obligations to the recipient that are no less restrictive than the terms and conditions of the Agreement. If a court or government agency orders either party to disclose the Confidential Information of the other, the other will be promptly notified so that an appropriate protective order or other remedy can be obtained unless the court or government agency prohibits prior notification. These obligations of confidentiality do not apply to information which: (1) is or becomes generally available to the public (through no act or omission of the receiving party); (2) becomes known to the receiving party on a non-confidential basis through a third party who is not subject to an obligation of confidentiality with respect to that information; (3) was lawfully in the possession of the receiving party prior to such disclosure as established by documentary evidence; or (4) is independently developed by the receiving party, as established by documentary evidence, without reference to or use of, in whole or in part, any of the disclosing party's Confidential Information. This Section 6 shall survive three (3) years after the termination of the Agreement or until the Confidential Information is no longer deemed confidential under applicable law, whichever occurs first.

7. Warranties and Disclaimers
a. LIMITED WARRANTY. EXCEPT WITH RESPECT TO INSTALLED SOFTWARE OR PROFESSIONAL SERVICES, WE

WARRANT THAT PROPERLY LICENSED SERVICES WILL MATERIALLY CONFORM TO ANY DOCUMENTATION THAT ACCOMPANIES THE SERVICES. THIS LIMITED WARRANTY APPLIES FOR THE DURATION OF THE TERM.

YOUR ONLY REMEDY IN THE EVENT WE BREACH THIS LIMITED WARRANTY SHALL BE THE REPAIR OR REPLACEMENT OF THE SERVICES AT NO CHARGE. THIS LIMITED WARRANTY DOES NOT COVER PROBLEMS

CAUSED BY YOUR FAILURE TO ADHERE TO INSTRUCTIONS, MODIFICATIONS OR CUSTOMIZATIONS TO OUR SERVICES MADE BY YOU OR CAUSED BY EVENTS BEYOND OUR REASONABLE CONTROL. b. INSTALLED SOFTWARE. WE WARRANT THAT OUR INSTALLED SOFTWARE WILL MATERIALLY CONFORM TO OUR DOCUMENTATION FOR 90 DAYS AFTER DELIVERY. IF DURING THIS WARRANTY PERIOD WE ARE UNABLE

TO CORRECT, WITHIN A REASONABLE TIME PERIOD AND MANNER, AN INSTALLED SOFTWARE ERROR YOU

REPORT TO US, YOU MAY TERMINATE THE APPLICABLE ORDERING DOCUMENT FOR THE AFFECTED INSTALLED

SOFTWARE BY PROMPT WRITTEN NOTICE TO US FOLLOWING THE REASONABLE TIME PERIOD AND THE LICENSES WILL IMMEDIATELY TERMINATE. YOUR ONLY REMEDY AND OUR ENTIRE LIABILITY FOR BREACH OF THIS WARRANTY WILL BE A REFUND OF THE APPLICABLE CHARGES. c. PROFESSIONAL SERVICES. WE WARRANT THAT WE WILL PROVIDE ANY PROFESSIONAL SERVICES USING REASONABLE SKILL AND CARE.
d. DISCLAIMER OF WARRANTIES. THE FOREGOING WARRANTIES DO NOT APPLY, AND WE STRICTLY DISCLAIM

ALL WARRANTIES, WITH RESPECT TO ANY THIRD-PARTY DATA OR THIRD-PARTY SOFTWARE, OR FOR ANY MODIFICATIONS OR CUSTOMIZATIONS YOU MAKE TO OUR SERVICES. EXCEPT FOR THE LIMITED WARRANTIES PROVIDED IN SECTIONS 7(A), (B), and (C) HEREIN, OUR SERVICES ARE PROVIDED “AS IS”, AND ALL

WARRANTIES, CONDITIONS AND OTHER TERMS IMPLIED BY STATUTE OR COMMON LAW INCLUDING,

WITHOUT LIMITATION, WARRANTIES OR OTHER TERMS AS TO SUITABILITY, MERCHANTABILITY,

SATISFACTORY QUALITY AND FITNESS FOR A PARTICULAR PURPOSE, ARE EXCLUDED TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW. IN ENTERING THE AGREEMENT, NEITHER PARTY HAS RELIED UPON 271
General Terms and Conditions 6

ANY STATEMENT, REPRESENTATION, WARRANTY OR AGREEMENT OF THE OTHER PARTY EXCEPT FOR THOSE EXPRESSLY CONTAINED IN THE AGREEMENT. UNLESS OTHERWISE EXPRESSLY STATED IN THE AGREEMENT,

AND TO THE FULLEST EXTENT PERMISSIBLE UNDER APPLICABLE LAW, WE DO NOT WARRANT OR REPRESENT

OR INCLUDE ANY OTHER TERM THAT THE SERVICES WILL BE DELIVERED FREE OF ANY INACCURACIES,

INTERRUPTIONS, DELAYS, OMISSIONS OR ERRORS, OR THAT ANY OF THESE WILL BE CORRECTED, AND WE WILL NOT BE LIABLE FOR ANY DAMAGES RESULTING FROM SUCH FAULTS. WE DO NOT WARRANT THE LIFE OF ANY URL OR THIRD-PARTY WEB SERVICE.
e. NO ADVICE. WE ARE NOT PROVIDING FINANCIAL, TAX AND ACCOUNTING, LEGAL, COMPLIANCE OR ANY

OTHER PROFESSIONAL ADVICE BY ALLOWING YOU TO ACCESS AND USE OUR SERVICES, DOCUMENTATION OR DATA. SOME INFORMATION MAY CONTAIN THE OPINIONS OF THIRD PARTIES, AND THOMSON REUTERS IS NOT RESPONSIBLE FOR THESE OPINIONS. YOUR DECISIONS MADE IN RELIANCE ON THE SERVICES,

DOCUMENTATION OR YOUR INTERPRETATIONS OF OUR DATA ARE YOUR OWN FOR WHICH YOU HAVE FULL RESPONSIBILITY. WE ARE NOT RESPONSIBLE FOR ANY DAMAGES RESULTING FROM ANY DECISIONS BY YOU

OR ANYONE ACCESSING THE SERVICES THROUGH YOU MADE IN RELIANCE ON THE SERVICES, INCLUDING FINANCIAL, TAX AND ACCOUNTING, LEGAL, COMPLIANCE, OR ANY OTHER PROFESSIONAL ADVICE. YOU AGREE THAT YOU USE THE SERVICES AT YOUR OWN RISK IN THESE RESPECTS. YOU ARE SOLELY RESPONSIBLE

FOR THE PREPARATION, CONTENT, ACCURACY AND REVIEW OF ANY DOCUMENTS, DATA, OR OUTPUT

PREPARED OR RESULTING FROM THE USE OF ANY SERVICES AND FOR ANY DECISIONS MADE OR ACTIONS TAKEN BASED ON THE DATA CONTAINED IN OR GENERATED BY THE SERVICES.

8. Liability
a. LIMITATION. EACH PARTY’S OR ANY OF ITS THIRD-PARTY PROVIDERS’ ENTIRE LIABILITY IN ANY CALENDAR

YEAR FOR DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE AGREEMENT, INCLUDING FOR NEGLIGENCE, WILL NOT EXCEED THE AMOUNT PAYABLE IN THE PRIOR 12 MONTHS FOR THE SERVICE THAT IS THE SUBJECT OF THE CLAIM FOR DAMAGES (OR, IF THE CLAIM IS MADE WITHIN THE FIRST 12 MONTHS, 12 TIMES THE AVERAGE OF THE MONTHLY CHARGES PAID).
b. EXCLUSIONS. IN NO EVENT SHALL WE OR OUR THIRD-PARTY PROVIDERS BE LIABLE FOR ANY PENALTIES, INTEREST, TAXES OR OTHER AMOUNTS IMPOSED BY ANY GOVERNMENTAL OR REGULATORY AUTHORITY.

NEITHER PARTY IS LIABLE TO THE OTHER FOR INDIRECT, INCIDENTAL, PUNITIVE, SPECIAL OR CONSEQUENTIAL

DAMAGES, FOR LOSS OF DATA, OR LOSS OF PROFITS (IN EITHER CASE, WHETHER DIRECT OR INDIRECT) EVEN IF SUCH DAMAGES OR LOSSES COULD HAVE BEEN FORESEEN OR PREVENTED. c. Unlimited Liability. Section 8(a) does not limit either party’s liability for (i) fraud, fraudulent misrepresentation, willful misconduct, or conduct that demonstrates reckless disregard for the rights of others; (ii) negligence causing death or personal injury; (iii) its infringement of the other party’s intellectual property rights or violation of the use restrictions in Section 3(g); (iv) our indemnification obligations in Section 8(d); (v) your indemnification obligations in Section 8(e); or (vi) your obligation to pay the charges on the applicable Ordering Document and all amounts for use of the Services that exceed the usage permissions and restrictions granted to you. Nothing in the Agreement limits liability that cannot be limited under law.
d. Third-Party Intellectual Property. If a third party sues you claiming that our Services, excluding any portions of the same provided by our third-party providers, infringes their intellectual property rights, and your use of such Services has been in accordance with the terms and conditions of the Agreement, we will defend you against the claim and pay damages that a court finally awards against you or that are included in a settlement approved by Thomson Reuters, provided the claim does not result from: (i) a combination of all or part of our Services with technology, products, services or data not supplied by Thomson Reuters; (ii) modification of all or part of our Services other than by Thomson Reuters or our subcontractors; (iii) use of a version of our Services after we have notified you of a requirement to use a subsequent version; or (iv) your breach of the Agreement. Our obligation in this Section 8(d) is conditioned on you (1) promptly notifying Thomson Reuters in writing of the claim; (2) supplying information we reasonably request; and (3) allowing Thomson Reuters to control the defense and settlement. We may remedy any alleged or anticipated infringement of a third-party intellectual property right by (a) procuring the right for you to continue using the Service in accordance with the Agreement; (b) replacing the affected Property 272
General Terms and Conditions 7
with replacements that do not alter the fundamental nature of the relevant Service; or (c) taking any of the actions in Sections 9(b) or 9(c).
e. Your Obligations. You are responsible for any loss, damage or cost we and our Affiliates incur arising out of or in connection with a third-party claim, or a regulatory fine or penalty, connected to: (i) an allegation that our or our Affiliates’ use of the information, data, software, or other materials provided to us by you or on your behalf, which we host, use or modify in the provision of our Services infringes the intellectual property rights of a third party (except to the extent of any indemnity we provide you under Section 8(d) (Third-Party Intellectual Property); (ii) your or your subcontractors’ use of the Property in breach of the Agreement or in violation of applicable law; (iii) our or our Affiliates’ compliance with any instruction given by you to us in the course of the provision of our Services; or (iv) an assertion by any person accessing or receiving the benefit of any part of our Services through you. f. Customer Assistance. We are not responsible if the Services fail to perform due to your or your third-party service provider’s systems, software, hardware, or actions or inactions. We may assist you in investigating and resolving any such failures, subject to the parties agreeing to a written statement of work in advance setting forth the terms, scope, and fees.

9. Term, Termination
a. Term. The term and any renewal terms for the Services are described in the applicable Ordering Document. If not otherwise stated in the applicable Ordering Document, the Agreement will automatically renew annually unless either party gives the other at least 30 days written notice before the end of the then current term. b. Suspension. We may suspend or limit your use of the Services, or modify the terms on which it is provided, if (i) we are required to do so by a third-party provider, court or regulator; (ii) there has been or it is reasonably likely that there will be: (1) a breach of security; (2) a breach of the Agreement or another agreement between us; or (3) a violation of applicable law or third-party rights. We will notify you prior to such suspension or limitation unless we determine, in good faith, that (i) we are prohibited from doing so under applicable law or legal process; or (ii) it is necessary to delay notice to prevent imminent harm to us or a third party. Charges remain payable in full during periods of suspension or limitation arising from your fault or breach of the Agreement or another agreement between us. We may terminate the Agreement, in whole or in part, upon written notice following a suspension or limitation of your use of the Services if we determine that the cause of the suspension or limitation is not capable of cure or has not been cured within the time frame required by us. c. Termination. Either party may terminate the Agreement immediately upon written notice if the other party commits a material breach of the Agreement and fails to cure such breach within 30 days of written notice by the non-breaching party. Any misrepresentation by you or failure to fully pay any amount when due under the Agreement is a material breach for this purpose. Either party may terminate the Agreement upon written notice if the other party becomes insolvent or makes a general assignment for the benefit of its creditors. We may terminate the Agreement, in whole or in part, upon reasonable notice in relation to a Service which is being discontinued. d. Pro Rata Refunds. If we suspend your use of the Services or terminate the Agreement for reasons not related to your fault or breach of the Agreement or another agreement between us, you will be entitled to a pro rata refund of any recurring charges paid in advance for Services that have not been rendered. To the extent permitted under applicable law or regulation, you will also be entitled to a pro rata refund of the relevant portion of any indirect taxes paid in advance for Services that have not been rendered. e. Effect of Termination. Except to the extent we have agreed otherwise, upon expiration or termination of the Agreement, all licenses and rights granted herein shall end immediately and you must uninstall or destroy all of the Property. Additionally, upon expiration or termination, at your request, we will, at our discretion, either return or destroy your Confidential Information, except as may be required for archival or compliance purposes. Termination of the Agreement will not (i) relieve you of your obligation to pay Thomson Reuters or its agent any amounts you owe up to and including the date of termination; (ii) affect other accrued rights and obligations; or (iii) terminate those parts of the Agreement that by their nature should continue or those that expressly state shall survive termination.
f. Amendments. We may modify these General Terms, any applicable product specific terms, or any additional terms incorporated in these General Terms (including, but not limited to, Third-Party Provider Terms, DSA, and 273
General Terms and Conditions 8
DPA), at any time by providing notice to you by posting the updated terms at http://tr.com/us-general-terms-andconditions (or the applicable product specific terms link in the Ordering Document), providing notice to you through your TR account (i.e., My Account or Self-Service Portal), sending you a renewal notice communication, or using other similar means. Modified terms become effective 30 days after such notice. By using the Services after the effective date, you agree to be bound by the most recent version of the terms. You are responsible for reviewing and becoming familiar with any such modifications.
g. Force Majeure. We are not liable for any damages or failure to perform our obligations under the Agreement because of circumstances beyond our reasonable control. If those circumstances cause material deficiencies in the Services and continue for more than 30 days, either party may terminate any affected Service on written notice to the other.

10.Third-Party Rights
Our third-party providers benefit from our rights and remedies under the Agreement. Except for our third-party providers, no other third parties have any rights or remedies under the Agreement.

11. General
a. Assignment. Unless otherwise provided in this Section 11(a), neither party may assign or transfer (by operation of law or otherwise) any right or obligation under the Agreement to anyone else without the other party’s prior written consent, which may not be unreasonably withheld or delayed. We may delegate or transfer any obligation set forth in the Agreement, assign the Agreement, or assign any rights or remedies granted in the Agreement in whole or in part (i) to an Affiliate; (ii) in connection with our or our Affiliate’s sale of a division, Service; or (iii) in connection with a reorganization, merger, acquisition, divestiture or similar business transaction. We may subcontract any of the Services in our sole discretion. Any assignment, delegation or other transfer in contravention of this Section 11(a) is void.
b. Feedback. You may voluntarily provide any comments, suggestions, ideas or recommendations (collectively, “Feedback”) to Thomson Reuters, and if so, you grant Thomson Reuters a perpetual, irrevocable, transferable, nonexclusive right, without charge, to use any Feedback you provide related to any of the Property in any manner and for any purpose.
c. Agreement Compliance. We or our professional representatives may review your compliance with the Agreement throughout the term of the Agreement. If the review reveals that you have exceeded the authorized use permitted by the Agreement, you will pay all unpaid or underpaid charges. d. Governing Law. Unless otherwise stated in the applicable Ordering Document, the Agreement will be governed by the laws of the State of New York and each party hereby irrevocably submits to the exclusive jurisdiction of the federal and state courts of the State of New York located in New York County to settle all disputes or claims arising out of or in connection with the Agreement.
e. Precedence. If there is conflict among any elements of the Agreement, the descending order of precedence is:
any applicable Third-Party Provider Terms contained in Section 3(c) of these General Terms; the applicable Ordering Document; any applicable product specific terms; any applicable additional terms for Services with generative AI skills, these General Terms; and any remaining provisions of the Agreement. f. Trials. All trials or testing of our Services are subject to these General Terms unless we notify you otherwise.

Access to our Services for trials may only be used for your evaluation purposes. Unless we agree otherwise in writing, any data you enter into the Services, and any customizations made to the Services by or for you, during any trial may be permanently destroyed at the end of the trial. g. Support Provided. To assist in resolving technical problems with the Services, Thomson Reuters or its agents may provide telephone support and/or online access to its helpdesk or other self-help tools. Additional information related to the support provided by Thomson Reuters is available at http://thomsonreuters.com/support-andtraining. You may request assistance with any of the following: (a) issues caused by you or third-party information or materials; (b) any Services, or any versions of Services, that we have advised you are unsupported; (c) issues caused by your failure to follow our instructions or specifications; (d) Services not located in or conforming to the operating environment specified in the Agreement; (e) issues caused by accidents, modifications, support, 274
General Terms and Conditions 9
relocation or misuse of the Service not attributable to us; or (f) your networking or operating environment. Additional charges for such assistance may apply.
h. No Waiver. If either party delays or fails to exercise any right or remedy under the Agreement, it will not have waived that right or remedy.
i. Severability. If any part of the Agreement that is not fundamental is illegal or unenforceable, it will be deemed modified to the minimum extent necessary to make it legal and enforceable. If such modification is not possible, the part will be deemed deleted. Any such modification or deletion will not affect the validity and enforceability of the remainder of the Agreement.
j. Damages Not an Adequate Remedy. Notwithstanding any express remedies provided under this Agreement and without prejudice to any other right or remedy which a party may have under applicable law, each party acknowledges and agrees that damages alone may not be an adequate remedy for any breach by it of the provisions of Section 3(g) (Use Restrictions), 3(h) (Acceptable Use), or Section 6 (Confidentiality) of the Agreement.

In the event of any such breach or anticipated breach, a party to the Agreement may seek the remedies of injunction and/or an order for specific performance.
k. Consent to Electronic Communications. You hereby consent to receiving electronic communications from us.

These electronic communications may include notices about applicable fees and charges, transactional information, and other information concerning or related to the Services. l. Notices. Except as otherwise provided in the Agreement, all notices under the Agreement must be in writing and sent by email or mail, courier, fax or delivered in person at the address set out on the relevant Ordering Document between the parties (or such other more recent address notified to the other). However, we may give technical or operational notices or notices of Third-Party Provider Terms via publication on the URL in Section 3(c) or within the Services themselves.
m. Relationship. The parties are independent contractors. The Agreement does not create a partnership, joint venture, agency, or employment relationship between the parties. n. Entire Agreement and Non-Reliance. The Agreement contains the entire understanding between the parties regarding its subject matter and supersedes all prior agreements, understandings, negotiations, proposals and other representations, verbal or written, in each case relating to such subject matter, including without limitation any terms and conditions appearing on a purchase order or other form(s) used by you. Each party acknowledges that, in entering into the Agreement, it has not relied on any representations made by the other party that are not expressed in the Agreement.

Prior Versions of the General Terms
Version 5.0 (US) Last Modified November 2023 is available here.

Version 4.1.1 (US) Last Modified September 2023 is available here. 275
This DPA shall be effective for all contracts and renewals entered into on or after February 1, 2025.

THOMSON REUTERS DATA PROCESSING

ADDENDUM
Version 3
Effective 1, February 2025
This Data Processing Addendum (“DPA”) is incorporated into the Agreement between Thomson Reuters and Customer and sets out the obligations of both parties with respect to the Processing of Customer Personal Data in connection with the Agreement. Unless otherwise defined herein, any capitalized terms shall have the meanings given to them in the Agreement or in Applicable Data Protection Law.

1. DEFINED TERMS. The following termsshall have the following meaningsin this DPA:

1.1. “Affiliate” means any entity that directly or indirectly controls, is controlled by, or is under common control with the subject entity. “Control,” for purposes of this definition, means direct or indirect ownership or control of more than 50% of the voting interests of the subject entity;

1.2. “Agreement” means the underlying agreement between Thomson Reuters and Customer for the provision of the Services that references and incorporates this DPA;

1.3. “Applicable Data Protection Law” means data privacy and cybersecurity laws to the extent applicable to the relevant party’s Processing of Customer Personal Data, which may include: (a) the General Data Protection Regulation (Regulation (EU) 2016/679) (and any national implementing laws, regulations and secondary legislation, as amended, updated or replaced from time to time); and/or (b) the California Consumer Privacy Act of 2018 as set forth in Cal. Civ. Code § 1798.100 et seq. (and as amended by the California Privacy Rights Act of 2020, together with the regulations promulgated pursuant thereto), in each case as amended from time to time;

1.4. “Authorized Affiliate” means any of Customer’s Affiliate(s) which (a) is subject to Applicable Data Protection Law, and (b) is permitted to use the Services pursuant to the Agreement between Customer and Thomson Reuters, but has not signed its own Agreement or Order Form with Thomson Reuters and is, therefore, not a “Customer” as defined under this DPA;

1.5. “Customer” means the legal entity which has directly entered into the Agreement for Services with Thomson Reuters or its Affiliates;

1.6. “Customer Personal Data” means the Personal Data that Customer or its Authorized Affiliate provides under the Agreement for Thomson Reuters to Process on behalf of Customer in connection with the Services. Customer Personal Data does not include information that is (i) deidentified, anonymized, aggregated, publicly available information, or business contact data (unless the Applicable Data Protection Law otherwise considers such information as Personal Data), (ii) Usage Statistics; or (iii) any information that the 276
Applicable Data Protection Law specifically states does not constitute Personal Data;

1.7. “Data Security Addendum” means either (a) the Thomson Reuters Data Security Addendum set forth at tr.com/trdsa, or (b) if applicable, a negotiated data security addendum that is incorporated into the Agreement by the parties, in each case as it may now or hereafter be amended;

1.8. “Data Privacy Framework” or “DPF” means the EU-U.S. Data Privacy Framework (EUU.S. DPF), the UK Extension to the EU-U.S. Data Privacy Framework (UK Extension to the EU-U.S. DPF), and the SwissU.S. Data Privacy Framework (Swiss-U.S. DPF) developed to facilitate transatlantic commerce by providing reliable mechanisms for personal data transfers to the United States from the European Union and European Economic Area, the United Kingdom (and Gibraltar), and Switzerland that are consistent with EU, UK, and Swiss law;

1.9. “DPF Principles” means the binding set of requirements that govern DPF-participating organizations’ use and treatment of Personal Data received from the EU/UK or Switzerland under, respectively, the EU-U.S. Data Privacy Framework Principles (which apply to the EU- U.S. DPF and the UK Extension to the EU-U.S. DPF) and the Swiss-U.S. Data Privacy Framework Principles (which apply to the Swiss-U.S. DPF);

1.10. “Security Breach” shall have the meaning ascribed to it in the Data Security Addendum;

1.11. “Services” means the products or services provided by Thomson Reuters to Customer pursuant to the Agreement;

1.12. “Standard Contractual Clauses” means those model clauses approved pursuant to Applicable Data Protection Law that legitimizes the transfer of Personal Data across borders, including the Standard Contractual Clauses approved by the European Commission which can be found here;

1.13. “Subprocessor” means a subcontractor used by Thomson Reuters to provide Services, where such subcontractor Processes Customer Personal Data;

1.14. “Thomson Reuters” means the named Thomson Reuters entity that has entered into the Agreement for Services with Customer;

1.15. “Transfer” meansthe international transfer of Customer Personal Data;

1.16. “Usage Statistics” means information that is generated by or on behalf of Thomson Reuters and is derived by or through the use of the Services; and

1.17. “Controller” also referred to as “Business”, “Processor” also referred to as “Service Provider”, “Data Subject” also referred to as “Consumer”, “Personal Data” also referred to as “Personal Information”, “Process” or “Processing”, and “Sell” or “Selling” (or any of their analogous terms) shall all have the meanings set out in the relevant Applicable Data Protection Law.

2. PROCESSING OF CUSTOMER PERSONAL DATA AND PARTIES’ OBLIGATIONS.

2.1. Compliance with Laws. Each party agrees to comply with its own obligations under Applicable Data Protection Laws.

2.2. Parties’ Obligations. With respect to the Processing of Customer Personal Data in 277
connection with the Services, the parties agree that:

2.2.1. Customer is the Controller of Customer Personal Data and, consequently, Thomson Reuters is a Processor thereof, in which the parties agree that the Customer Personal Data is being disclosed to Thomson Reuters only for such limited and specified purposes as described in Customer’s instructions, including the purpose of Processing and Processing activities as set forth in the Agreement;

2.2.2. Each party will (i) inform the other if, in its reasonable opinion, an instruction infringes on its own obligations under Applicable Data Protection Law or other laws and (ii) upon reasonable request, provide assistance required under Applicable Data Protection Law with respect to data protection impact assessments, consulting with relevant data protection authorities, and/or making available relevant information necessary to demonstrate compliance with Applicable Data Protection Law;

2.2.3. Without limiting Section 2.1, Customer represents and warrants that it has obtained all consents for and rights to, and has provided all necessary notices to Data Subjects with respect to, the Customer Personal Data as required for the same to be Processed as contemplated by the Agreement; and

2.2.4. Except as required under Applicable Data Protection Law, Customer acknowledges and agrees that Thomson Reuters is under no duty to independently collect consent from or provide notice to any Data Subjects or to investigate the completeness, accuracy, or sufficiency of any specific Customer instruction or Customer Personal Data.

3. OBLIGATIONS OF THOMSON REUTERS. Thomson Reuters will take stepsto ensure that:

3.1. Limitations on Processing. It only Processes the Customer Personal Data hereunder in alignment with Customer’s instructions, including those set forth in the Agreement;

3.2. Personnel. Its personnel (including staff, agents, and Subprocessors) who handle Customer Personal Data are subject to a duty of confidentiality;

3.3. Security. It maintains and implements appropriate technical and organisational measures designed to protect Customer Personal Data against unauthorized destruction, loss, alteration, disclosure thereof, or access thereto. The parties agree that the security measures set forth on the Data Security Addendum are in scope and fulfill the obligations of this Section;

3.4. Access Requests. It will provide reasonable cooperation to Customer or a Data Subject to fulfil a Data Subject’s request to access, correct, delete, or cease processing of Personal Data. To the extent Thomson Reuters receives a request, correspondence, enquiry, or complaint from a regulator that directly relates to Customer Personal Data, then (to the extent permissible) it will promptly refer the same to Customer for handling;

3.5. Breach Notification. It will report a Security Breach as required and in accordance with Section 4 of the Data Security Addendum, including that, to the extent known, it shall provide relevant information and reasonable cooperation so that Customer can fulfil its own obligations as Controller. The obligations herein shall not apply to incidents that are caused by Customer or Customer’s users;

3.6. Deletion and Retention. Upon request, it will delete the Customer Personal Data in its (or its Subprocessors’) possession, except to the extent that Thomson Reuters is required to retain 278
such data by law or its data retention policies (in which case Thomson Reuters shall isolate and protect such Customer Personal Data from further active Processing except to the extent required by law);

3.7. Subprocessors. It will impose written data protection terms on any Subprocessor that are no less restrictive than the terms of this DPA; remain primarily liable for acts or omissions of its Subprocessor in the same manner as for its own acts or omissions under the Agreement, in which Customer hereby (a) provides its general authorization for Thomson Reuters to engage Subprocessors to carry out its obligations under the Agreement; and (b) agrees that Thomson Reuters does not provide tailor-made services and, therefore, the Services and related Personal Data protection solutions and operations, including engagement of any Subprocessor by Thomson Reuters, are offered “as is”;

3.7.1. Updates and Objection. Thomson Reuters’ Subprocessors, and updates thereof, can be found on its webpages here or in other notices provided from time to time. Thomson Reuters will provide Customer the opportunity to reasonably object to the appointment or replacement of a Subprocessor. To the extent reasonable, Thomson Reuters will either give Customer an opportunity to pay for the Service without use of the objectionable Subprocessor or terminate, subject to the terms of the Agreement, the specific Service(s) affected by the Subprocessor at issue; and

3.8. Audits. It will allow for and contribute to audits conducted by Customer or an external auditor selected by Customer in accordance with Section 3 of the Data Security Addendum.

At Customer’s expense and to the extent a more extensive audit is granted by Thomson Reuters, then the parties agree to negotiate, in good faith, a statement of work that outlines the scope and time frames of the audit.

4. DATA TRANSFERS.

4.1. General. Customer (or its agents) or Thomson Reuters will only Transfer (including any onward Transfers) Customer Personal Data as permitted by Applicable Data Protection Law.

4.2. Transfers of European Personal Data. To the extent Customer and/or Thomson Reuters participate in a Data Privacy Framework (DPF) and such party’s participation governs the relevant Transfers of Personal Data pursuant to the Agreement, then the partiesshall comply with each of their respective requirements of the Data Privacy Framework, including the DPF Principles. If, under Applicable Data Protection Laws in the relevant jurisdiction, the Data Privacy Framework does not cover the relevant Transfers and/or the relevant DPF is invalidated, the parties agree that the terms of the EU Standard Contractual Clauses, the UK Addendum, or UK International Data Transfer Agreement shall apply to any Transfers of Personal Data governed by GDPR (or by the Applicable Laws of a jurisdiction other than the EU/EEA where such laws expressly recognize the GDPR Standard Contractual Clauses as a mechanism to legitimize the Transfer of Personal Data) and/or the UK GDPR, respectively, to a country that has not received an adequacy decision, provided that Customer shall first perform a transfer impact assessment and implement any required additional safeguards prior to transferring the Personal Data.

4.3. Other Data Transfers. If Applicable Data Protection Law requires the participation of Thomson Reuters to legitimize the Transfer, such as the execution of Standard Contractual Clauses, then Customer shall notify Thomson Reuters and the parties will cooperate in good faith to implement the required transfer mechanism.

5. GENERAL. All other terms and conditions of the Agreement remain in full force and effect. In the event of any inconsistencies between this DPA and the Agreement, this DPA shall prevail as 279
it relates to the Processing of Customer Personal Data only. In the event of any inconsistencies between this DPA and Applicable Data Protection Law, the relevant Applicable Data Protection Law shall prevail but only to the extent that it governs the Processing of Customer Personal Data.

Version History
Prior Version Effective Date
www.tr.com/trdpa-jan-3-2023 January 3, 2023
www.tr.com/trdpa-june-7-2021 June 7, 2021
280
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

THOMSON REUTERS DATA SECURITY ADDENDUM
This Data Security Addendum (the “Addendum”) amends the Agreement between Thomson Reuters and Customer and sets out the obligations of both parties regarding the security of Your Data in connection with the Agreement. In the event of a conflict between the terms and conditions of this Addendum and the Agreement, the terms and conditions of this Addendum will take precedence only with respect to the security of Your Data. Customer will be the same as “Customer”, “Client”, or “you”; and Thomson Reuters will mean the same as “us”, “we”, “TR” or “Thomson Reuters”, as the terms may be used in the Agreement.

1. INFORMATION SECURITY PROGRAM

1.1 Thomson Reuters will maintain an information security program that adopts the International Organization for Standardization (ISO/IEC 27002:2013) and/or the National Institute of Standards and Technology Cybersecurity Framework (NIST CSF). The program will include, but is not limited to, the following components:
(i) Information security policy framework;
(ii) Program documentation;
(iii) Auditable controls;
(iv) Compliance records; and
(v) Appointed security officer and information security personnel.

1.2 Thomson Reuters will establish and maintain information security policies designed to protect the confidentiality and integrity of Your Data hosted in the Services, which will include the following:
(i) Policies to restrict access to Your Data only to authorized Thomson Reuters personnel and subcontractors;
(ii) Policies requiring the use of user IDs, passwords, and multi-factor authentication to access Your Data;
(iii) Policies requiring connections to the internet to have commercially reasonable controls to help detect and terminate unauthorized activity prior to the firewall maintained by Thomson Reuters;
(iv) Policies requiring performance of periodic vulnerability assessments; (v) Policies for the use of anti-malware and patch management controls to help protect against virus or malware infection and exploitation of security vulnerabilities; and (vi) Policies and standards for the use of auditable controls that record and monitor activity.

1.3 Thomson Reuters will train and communicate to Thomson Reuters personnel its defined information security principles and information security policies and standards in accordance with the following:
(i) Applicable Thomson Reuters personnel will be required to take training, both at hire and on a regular basis, in information security practices and the correct use of 281
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

information processing facilities to minimize possible security threats; (ii) Applicable Thomson Reuters personnel will be instructed to report any observed or suspected threats, vulnerabilities, or incidents to our Security Operations Center; and
(iii) Thomson Reuters information security personnel will be made aware of reported information security threats and concerns and will support the Thomson Reuters information security policy in the course of their normal work.

1.4 Thomson Reuters will be responsible for its personnel’s compliance with the terms of the Agreement and with Thomson Reuters standard policies and procedures. Thomson Reuters will maintain a disciplinary process to address any unauthorized access, use, or disclosure of Your Data by any Thomson Reuters personnel.

1.5 Thomson Reuters will maintain a formal plan for incident response to promptly respond to suspected or confirmed breaches of Your Data in accordance with regulatory and legal obligations.

1.6 Thomson Reuters policy with respect to user IDs and passwords for Thomson Reuters personnel accessing Thomson Reuters systems includes, but is not limited to, the following components:
(i) Each user has a unique account identifier or user ID; (ii) Each user ID or account is assigned a password;
(iii) User IDs are added, modified, and deleted in accordance with Thomson Reutersapproved account management processes; (iv) Verification of user identify before password resets; (v) Passwords must conform to defined criteria that included length, complexity requirements and limitations on reuse;
(vi) User IDs, passwords and tokens are not shared or used by anyone other than the user to whom it was assigned;
(vii) Temporary or default passwords are set to unique values and changed after first use;
(viii) User ID password changes are required at least every ninety (90) days; (ix) Failed and repeated access attempts are locked for a reasonable and appropriate duration;
(x) Idle sessions are locked after a commercially reasonable period of time; and (xi) User IDs are disabled after personnel termination.

2. DATA SECURITY CONTROLS

2.1 Application Strategy, Design, and Acquisition.
(i) Thomson Reuters will inventory applicable applications and network components and assess their business criticality.
282
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

(ii) Thomson Reuters will review critical applications regularly to ensure compliance with industry and commercially reasonable security standards.

2.2 Anti-Virus and Anti-Malware.
(i) Thomson Reuters will implement and configure industry standard anti-virus and anti-malware software on systems holding or processing Your Data for regular signature updates.
(ii) Thomson Reuters will implement threat management capabilities designed to protect systems holding or processing Your Data.

2.3 Network Security.
(i) Thomson Reuters will configure network devices (including routers and switches) according to approved lockdown standards.
(ii) Thomson Reuters will segregate the data center networks into separate logical domains with the network security controls approved by its security personnel.

2.4 Web and Application Security.
(i) Thomson Reuters will maintain commercially reasonable security measures for internet-accessible applications, including:
a. Implementing processes for developing secure applications; b. Performing pre-deployment and ongoing security assessments of internetaccessible applications; c. Developing internet-accessible applications based on secure coding guidelines such as those found in the Open Web Application Security Project (OWASP) Development Guide; and
d. Validating the input, internal processing, and output of data in internetaccessible application(s). (ii) Thomson Reuters will implement a change management process for documenting and executing operational changes in Services.

2.5 Compliance.
(i) Thomson Reuters will establish and adhere to policies that comply with laws and regulations that are applicable to Thomson Reuters and its provision of Services.

Thomson Reuters does not determine whether Your Data includes information subject to any specific law or regulation and compliance with any such law or regulation is the sole responsibility of the Customer.
(ii) To the extent legally permitted, Thomson Reuters will endeavor to notify Customer promptly after Thomson Reuters receives correspondence or a complaint from a government or regulatory official or agency related to the security of Your Data.

For purposes of the foregoing, a correspondence or complaint excludes normal customer service correspondence or inquiries.

2.6 Physical and Environmental Security.

Thomson Reuters Services will be housed in secure facilities protected by a secure 283
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

perimeter, with generally accepted industry standard security barriers and entry controls for providers of similar services, including:
(i) Such Thomson Reuters facilities will be physically protected from unauthorized access, damage, and interference;
(ii) Access to such facilities will be logged and logs will be maintained; (iii) Procedures will be maintained for visitors and guests accessing such Thomson Reuters facilities; and
(iv) Thomson Reuters will employ physical safeguards designed to protect Thomson Reuters Services systems from security threats and environmental hazards.

2.7 Security Testing and Patching.
(i) Thomson Reuters will perform security testing for common security coding errors and vulnerabilities against systems holding or processing Your Data in line with generally accepted industry standards.
(ii) Thomson Reuters will regularly scan systems holding or processing Your Data for security vulnerabilities.
(iii) Thomson Reuters will follow a commercially reasonable and industry standard security patching process.

2.8 Exchange, Transfer, and Storage of Information.
(i) Thomson Reuters shall ensure that all account usernames and authentication credentials are stored and transmitted across networks and protected with a minimum of 128 AES encryption. Thomson Reuters shall not store user credentials in clear text under any circumstances. Your Data shall be encrypted at a minimum of 256 AES when in transit and at rest. Thomson Reuters will also use encryption for Your Data being transmitted across the public Internet or wirelessly, and as otherwise required by applicable laws. Thomson Reuters will hold such encryption keys in the strictest of confidence and limit access to only named individuals with a need to have access.
(ii) Your Data will not be stored or transported on a laptop or any other mobile device or storage media, including USB, DVDs, or CDs, unless encrypted using a commercially reasonable encryption methodology. All electronic data transfers of Your Data by Thomson Reuters will be transmitted via SFTP or other commercially reasonable encrypted form.

2.9 Penetration Testing, Monitoring, Vulnerabilities.
(i) Thomson Reuters or an appointed third party may periodically perform penetration testing on the Thomson Reuters systems supporting the Services. Upon written request, Thomson Reuters shall make available to Customer a summary on the outcome of such relevant penetration testing or an executive summary of the penetration testing results.
(ii) Thomson Reuters will monitor the relevant Thomson Reuters information systems for security threats, misconfigured systems, and vulnerabilities on an ongoing basis. 284
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

(iii) Thomson Reuters will classify any vulnerability findings identified as emergency, critical, high, medium, or low in accordance with generally accepted industry standards for providers of similar services, and in accordance with Thomson Reuters risk assessment policies. Although the actual timeframe needed to affect such remediation will depend on the nature of the finding, Thomson Reuters will undertake commercially reasonable efforts to correct vulnerabilities according to the following timeframes:

Vulnerability
Classification Definition Remediation Goal
Emergency
A vulnerability that has a high
probability of being widely exploited in
a manner disruptive to normal business
operations
Begin deployment of
patches and mitigations
promptly, without undue
delay, and complete
remediation activities
within seven (7) days
Critical
A vulnerability that has a high
probability of being exploited that could
result in broad exposure of confidential
information or disruption of service, but
the nature of the vulnerability does not
reach the level of an “emergency” risk
Without undue delay and
in any event within thirty
(30) days
High Risk
A vulnerability that has a reasonably
high probability of being exercised that
could allow broad exposure or
compromise of confidential information
or disruption of service.

Without undue delay and
in any event within sixty
(60) days
Medium Risk A vulnerability that has a medium
probability of being exercised.

Without undue delay and
in any event within ninety
(90) days
Low Risk A vulnerability that has a low
probability of being exercised.

Best efforts to address
vulnerability in
accordance with Thomson
Reuters risk management
policies. Depending on
the scope of the
vulnerability, correction
may be addressed in the
next scheduled update.

2.10 Personnel Access. Thomson Reuters will implement controls designed to manage its personnel’s access to systems supporting the Services to be granted on a need-to-know basis consistent with assigned job responsibilities, which may include the use of role-based 285
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

access controls to help ensure appropriate access rights, permissions, and segregation of duties.

2.11 Segregation of Data. Thomson Reuters agrees that Your Data hosted within the Services in a production environment is maintained so as to preserve logical segregation of Your Data from data of others.

2.12 Data Removal, Deletion and Destruction. If not otherwise set forth in the applicable Agreement, upon conclusion or termination of the Services at the written request of the Customer, Thomson Reuters will securely destroy and, upon request, confirm the destruction of all copies of Your Data in any electronic or non-electronic form, except (i) for backup or archival copies kept in the normal course of business, including as part of a defined data retention program; or (ii) to the extent necessary to comply with applicable law and regulations.

2.13 Adjustment of Data Security Controls. Thomson Reuters will evaluate and may adjust its data security controls in light of: (i) the results of the testing monitoring; (ii) any material changes to Thomson Reuters operations or business arrangements; (iii) the results of risk assessments performed; or (iv) any other circumstances that Thomson Reuters knows or has reason to know may have a material impact on its data security controls.

3. SECURITY QUESTIONNAIRES AND ASSESSMENTS

3.1 No more than once per calendar year, Customer may request Thomson Reuters in writing to complete an information security questionnaire, or by way of a secure portal, be provided with a pre-populated security questionnaire in an industry recognized format.

Thomson Reuters agrees to respond to such questionnaire as soon as commercially reasonable. Customers who purchase multiple products under one or more agreements will coordinate requests into a single questionnaire per calendar year. You agree that the information contained in such responses are the proprietary and confidential information of Thomson Reuters.

3.2 To the extent Thomson Reuters performs and makes available to customers an independent third-party assessment or certification with respect to that service (e.g., ISO 27001, SOC 2), upon Customer’s request, Customer may review an available executive summary of the results of such security assessments for the Services containing Your Data. You agree that the information contained in such assessment, certification, or executive summary are the proprietary and confidential information of Thomson Reuters.

4. NOTIFICATION OF SECURITY BREACH

4.1 Thomson Reuters will, without undue delay but in any event within seventy-two (72) hours of discovery, notify Customer of a Security Breach. Thomson Reuters agrees that it will not inform any third party of any Security Breach naming you without first obtaining Customer's prior written consent, unless if (i) required by applicable law or regulation; or (ii) such disclosure is in furtherance of a Thomson Reuters security breach investigation or the execution of its response plan.

4.2 In the event of any such Security Breach, Thomson Reuters will take commercially reasonable measures and actions to remedy or mitigate the effects of the Security Breach and will perform a root cause analysis to identify the cause of such Security Breach. 286
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

4.3 Upon Customer’s reasonable request, Thomson Reuters may provide documentation related to such Security Breach, including, to the extent known, a summary of the cause of such Security Breach and steps taken to remedy the Security Breach and to prevent a reoccurrence. Thomson Reuters will reasonably cooperate with Customer in seeking injunctive or other equitable relief against any third party deemed responsible or complicit in the Security Breach.

4.4 If legally permitted, in the event of a Security Breach, Thomson Reuters agrees to reasonably cooperate with Customer with protecting its rights relating to the use, disclosure, protection, and maintenance of Your Data.

5. BUSINESS CONTINUITY AND DISASTER RECOVERY
Thomson Reuters will, at all times while this Agreement is in effect, maintain a Business Continuity and Disaster Recovery Plan. Thomson Reuters will perform periodic testing of its Business Continuity and Disaster Recovery Plan to confirm its effectiveness. Upon Customer request, Thomson Reuters will provide a high-level report about the outcome of its latest Business Continuity and Disaster Recovery Plan test.

6. SERVICES RESILIENCE

6.1 Thomson Reuters will use commercially reasonable efforts to restore the Services by having offline backups of application data, infrastructure components and configuration settings.

6.2 Thomson Reuters will use commercially reasonable efforts to protect Services that host or process Your Data against denial-of-service attacks by implementing denial-of-service mitigation solutions.

7. SHARED SECURITY OBLIGATIONS
You agree that you are responsible for all transactions that occur on your account and that it is your responsibility to ensure that you and your users use unique usernames and strong passwords for each account used to access the Services. You agree that you and your users must hold in confidence all usernames and passwords used for accessing the Services, and each user must immediately change their username/password combinations that have been acquired by or disclosed to an unauthorized third party. You also agree to enroll and require your personnel and other users to enroll in multi-factor authentication (“MFA”) where made available to you, and you are responsible for all transactions and other activity that would have been prevented by the proper use of MFA. Additionally, you will notify Thomson Reuters if you become aware of any unauthorized third-party access to Thomson Reuters data or systems and will use reasonable efforts to remedy identified security threats and vulnerabilities to your systems.

8. BACKGROUND CHECKS
Employment background checks serve as an important part of Thomson Reuters selection process. Verifying background information validates a candidate’s overall employability or an employee’s suitability for a particular assignment. Depending on the country and position at issue, to the extent as is customary and permitted by law, all Thomson Reuters 287
Thomson Reuters Data Security Addendum
Version 2.0
Last Modified: November 3, 2023

background checks may include identification verification, prior employment verification, criminal background information, global terror/sanctions checks and education verification. Thomson Reuters agrees to use qualified information security personnel to perform data security services.

9. DEFINITIONS
(i) “Agreement” means the underlying agreement between Thomson Reuters and Customer for the provision of Services that references and incorporates this Addendum.
(ii) “Business Continuity and Disaster Recovery Plan” means a business continuity, contingency and disaster recovery activation plan to minimize disruption in and reinstate the operation of the use of the Services by you due to a disaster or similar event.
(iii) “Documentation” means manuals, handbooks, guides and other user instructions, documentation and materials available through the product or provided by us regarding the capabilities, operation, and use of our Services. (iv) “Professional Services” means the implementation, customization, training, consulting or other professional services we provide, as may be described in the applicable Agreement.
(v) “Property” means our property, which includes, but is not limited to, our products, Services, information, Documentation, data (whether tangible or intangible) and Usage Information.
(vi) “Security Breach” means a confirmed breach of security that results in the unauthorized destruction, loss, alteration, disclosure of, or access to Your Data where such breach of security is likely to result in a significant risk of harm to you or your Data Subject(s) or where Thomson Reuters is required by applicable data protection law to notify you thereof.
(vii) “Services” means the cloud computing services, software-as-a-service, online research services, Professional Services, as well as any products, including installed software, supplied by Thomson Reuters that are detailed in the applicable Agreement.
(viii) “Usage Information” means any information, data, or other content (including statistical compilations and performance information) related to or derived from your access to and use of our Property.
(ix) “Your Data” means information, data, and other content, in any form or medium, that is submitted, posted, or otherwise transmitted by you or on your behalf through the Services. For clarity, Your Data does not include any information belonging to Thomson Reuters or its licensors, including without limitation: any content provided by Thomson Reuters as part of the Services, authentication and security information, billing and customer relationship information, marketing information, and Usage Information.
288
Updated February 25, 2026
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Arrest/Arrest
Records
Arrests Arrest Records See "Court Records" below
Boat Registrations Boat Registrations Boat Registrations Your use of this data may be subject to privacy restrictions imposed by Driver’s Privacy Protection Act (“DPPA”) and state law. If you access motor vehicle, driver’s license, state boat, or similar data, you will be required to acknowledge compliance with the law and to choose among “permissible uses” for the data. Thomson Reuters will store information from each search, including the password entered, permissible use indicated, date of search and search, as required to comply with statutory and contractual requirements.

Corporate Records
- California
Corporate Records -
California
Corporate Records
THIS CALIFORNIA SECRETARY OF STATE DATA IS FOR INFORMATIONAL PURPOSES ONLY. CERTIFICATION CAN ONLY BE OBTAINED THROUGH THE SACRAMENTO OFFICE OF THE CALIFORNIA SECRETARY OF STATE.

This data is provided for research purposes only and it is not the official record. Certified copies can only be obtained from the official source. Thomson Reuters makes every effort to provide you with the most current data, however, information reported in this data may have been paid, terminated, vacated or released prior to today’s date.

Corporate Records
- Michigan
Corporate Records -
Michigan
Corporate Records THIS DATA IS FOR INFORMATION PURPOSES ONLY. CERTIFICATION CAN ONLY BE OBTAINED THROUGH THE MICHIGAN DEPARTMENT OF LICENSING AND REGULATORY AFFAIRS, CSCLB, CORPORATIONS DIVISION.

Corporate Records
– New York
Corporate Records –
New York
Corporate Records
To the extent that any of the information, material or data obtained from Thomson Reuters is derived from the New York State, Department of State, Division of Corporations and state records:
(1) Any such information, material or data is not an official record of the Department of State or of the State of New York; (2) Thomson Reuters hereby represents and acknowledges that it is not an employee or agent, for any matter whatsoever, of the Department of State or the State of New York;
(3) Thomson Reuters, the Department and the State of New York make no warranties, guarantees or representations of any kind, whether express or implied, or arising by custom or trade usage as to any matter whatsoever, without limitation, and specifically make no implied warranty of merchantability, fitness for any particular purpose or use, including but not limited to adequacy, accuracy, correctness, completeness, currentness, reliability or conformity to any representation, description, sample or model; and
(4) Neither Thomson Reuters, the department of state, the state of New York, nor any of its officers or employees shall be responsible for any loss or damage caused by the use of the information, material or data.

CLEAR and Westlaw Public Records (Risk & Fraud)
Supplier Additional Terms & Disclaimers
289
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Court Records Court & Dockets All Court Databases
By accessing the various court records made available to you through the Service, you acknowledge that this data will only be used for a lawful and appropriate use in the ordinary course and scope of your business or profession. The fact that an individual has been arrested, in and of itself, does not indicate that a violation of any law has occurred or that a crime has been committed. This data is provided for informational purposes only and it is not the official record. For copies of the official record (of an incarceration, conviction or court filing record) contact the source agency or court.

Court Records Court & Dockets
Arizona Court Records –
Maricopa County
Justice Courts,
Maricopa County
Superior Court, Pima
County Consolidated
Justice Court, Arizona
Supreme Court
The above listed Courts in Arizona do not provide any warranties, express or implied, that the data provided is accurate, current, correct, or complete, nor do they make any representations regarding the identity of any persons whose names appear in the data. It is expressly understood that it is the responsibility of users to verify the data by personally comparing it with the official court records on file in the respective jurisdiction.

Court Records Court & Dockets Arkansas Court Records
The official custodian of all official court records for each court in Arkansas is the clerk of the court. The Arkansas Administrative Office of the Court (“AOC”) is not the official custodian of any case record and provides only copies of data entered or provided by clerks. Data provided through this service may not reflect pending or post-disposition activity on a case. The AOC does not warrant the accuracy of the data. To verify a record’s accuracy, contact the clerk of the court record.

Court Records Court & Dockets
California Sex Offender
Registry
Data from the California Sex Offender Registry may only be used to protect a person at risk and may not be used as the basis to take any adverse action against a person, including without limitation, using the data for purposes related to: (a) health insurance, (b) insurance, (c) loans, (d) credit, (e) employment, (f) education, scholarships, or fellowships, (g) housing or accommodations, or (h) benefits, privileges, or services provided by any business establishment.

Court Records Court & Dockets
California - Contra Costa
Municipal Court
User understands and agrees that any computer programming is done by county as a courtesy to user to allow filing information data to be copied in the form desired by user, rather than the form maintained by county, and user further understands and agrees:

A. that the filing information data is copied or derived from records maintained by county for county use and that the user's use of such data is completely incidental to the purpose of county use for which the data has been maintained.

B. that the data has not been developed with the intent of use or benefit to anyone other than county and has not been maintained in a manner intended to be useable, accurate or beneficial for user's use.

C. that it is quite possible that errors and omissions have occurred in any programming done by county to provide the data in the form desired by user, and user further understands and agrees that it is highly probable that errors and omissions will occur in any record keeping process, especially when large numbers of records are developed and maintained; notwithstanding, user agrees to take the records "as is", fully expecting that there may well be errors and omissions in the data obtained from county.

D. that county makes absolutely no warranty whatsoever, whether expressed or implied, as to the accuracy, thoroughness, value, quality, validity, merchantability, suitability, condition, or fitness for a particular purpose of the data and any programming used to obtain the data in the form desired by user, nor as to whether the data is up-to-date, complete or based upon accurate or meaningful fact.

E. that user hereby forever waives any and all rights, claims, causes of action or other recourse that it might otherwise have against county for any injury or damage of any type, whether direct, indirect, incidental, consequential or otherwise, resulting from any error or omission in such data or in any programming used to obtain the data in the form desired by user, or in any manner arising out of or related to this agreement or the data provided hereunder.

User further agrees that it will provide no copy (or partial copy) of any filing information data to any other entity, business or individual without 1) disclosing that the copy (or partial copy) of the data is obtained from Contra Costa records and 2) including a complete copy of the above disclaimers A – E with the copy (or partial copy) of the record.

Court Records Court & Dockets
Connecticut Department
of Corrections
This data contains names and information on individuals who are sentenced or currently on pre-trial status and have not been convicted. This information is not to be used for the purposes of criminal background checks.
290
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Court Records Court & Dockets
Connecticut Judicial
Branch Data
Data may not be used to allow, enable or otherwise support the transmission by e-mail, telephone or facsimile of mass, unsolicited, commercial advertising or solicitations to entities other than its own existing customers.

Court Records Court & Dockets Florida Court Records Data received from the Manatee County Clerk of Circuit Court is for use in the ordinary course of business. This data is provided for informational purposes only and it is not the official record. For copies of the official record (of an incarceration, conviction or court filing record) contact the source agency or court.

Court Records Court & Dockets
Idaho Sex Offender
Registry
The information in the Idaho sex offender registry is provided only for the purpose of protecting the public. It is not to be used for the purpose of harassing or intimidating anyone. A person who uses registry information to commit a criminal act against another person is subject to arrest and prosecution under sections 18-8326 or 18-8413, Idaho Code.

Court Records Court & Dockets
Illinois Court Records
(Circuit Court Cook
County)
You agree not to provide access to, or share, Cook County incarceration facility data obtained through CLEAR or Westlaw with U.S. Immigration and Customs Enforcement (ICE) or U.S. Customs and Border Protection (CBP).

The Circuit Court Cook County does not warrant the accuracy, completeness, or currency of this data. This data is not and may not be represented as an official record of the Court or of the Clerk. The official court record may be found in the hard copy files held and maintained by the Clerk. The Clerk provides no warranties, express or implied, that the information or data is accurate, complete or correct. Please note that Cook County, IL Commissioners approved an amendment to the Cook County Code known as the “Just Housing Ordinance” that prohibits the denial of a tenant’s application or continuing occupancy of residential real property based on criminal convictions.

You are responsible for compliance with the Just Housing Ordinance, the data use restrictions set forth in your contract, and all other applicable laws.

Court Records Court & Dockets Indiana Court Records
The data or information provided is based on information obtained from Indiana Courts on the date(s) indicated in the Indiana State & Federal Dockets Scope Information screen. The Division of State Court Administration and the Indiana Courts and Clerks of Court: 1) Do not warrant that the information is accurate or complete; 2) Make no representations regarding the identity of any persons whose names appear in the information; and 3) Disclaim any liability for any damages resulting from the release or use of the information. The user should verify the information by personally consulting the official record maintained by the court in question.

Court Records Court & Dockets
Indiana Court Records
Indiana Administrative
Office of the Courts
The data or information provided is based on information obtained from Indiana Courts on the date(s) indicated in the IN State & Federal Dockets Scope Information screen. It is the user’s responsibility to verify the information by personally consulting the official record maintained by the Indiana Court in question. Indiana Office of Judicial Administration and the Indiana Courts and Clerks of Court: 1) Do not warrant that the information is accurate or complete; 2) Make no representations regarding the identity of any persons whose names appear in the information; and 3) Disclaim any liability for any damages resulting from the release or use of the information.

Court Records Court & Dockets
Maine Sex Offender
Registry
The Maine Sex Offender Registry Data may be used for public safety and community awareness purposes only.

Court Records Court & Dockets
Nevada Sex Offender
Registry
Data from the Nevada Sex Offender Registry may not be used as the basis to take any adverse action against a person, including without limitation, using the data for purposes related to: (a) insurance, including health insurance (b) loans, (c) credit, (d) employment, (e) education, scholarships or fellowships, (f) housing or accommodations, or (g) benefits, privileges or services provided by any business establishment.

Court Records Court & Dockets
New Jersey Sex
Offender Registry
Data from the New Jersey Sex Offender Registry may not be used as the basis to take any adverse action against a person, including without limitation, using the data for purposes related to: (a) health insurance, (b) insurance, (c) loans, (d) credit, (e) education, scholarships, or fellowships, (f) benefits, privileges, or services provided by any business establishment, unless for purposes of public safety, or (g) housing or accommodations.

Court Records Court & Dockets
North Carolina Court
Records
The official custodian of all official court records for each county in North Carolina is the clerk of superior court of that county. To verify a record’s accuracy, contact the clerk of the court of record.
291
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Court Records Court & Dockets
North Carolina Court
Records NC
Administrative Office of
the Courts
We are not affiliated with the judicial branch of the State of North Carolina or with the North Carolina Administrative Office of the Courts (NC AOC) and cannot provide a certified or other official record of any court proceeding. We are solely responsible for the content of this report. Questions or concerns about any content must be directed to us. The official custodian of all official court records for each county in North Carolina is the clerk of superior court of that county. The NC AOC is not the official custodian of any case record and provides only copies of data entered by the clerks. Data provided through this service may not reflect pending or post-disposition activity on a case.

The NC AOC does not warrant the accuracy of the data. To verify a record’s accuracy or to obtain an official copy of a record of any court proceeding, contact the clerk of the county of record.

Court Records Court & Dockets
North Carolina Court
Records NC
Administrative Office of
the Courts
We are not affiliated with the judicial branch of the State of North Carolina or with the North Carolina Administrative Office of the Courts (NC AOC) and cannot provide a certified or other official record of any court proceeding. We are solely responsible for the content of this report. Questions or concerns about any content must be directed to us
Court Records Court & Dockets
North Dakota Court
Records
The data or information provided is based on information obtained from the North Dakota district courts as of the last working day of the most recent month. The Court Administrator and the North Dakota Supreme Court:

A. Do not warrant that the information is accurate or complete except for court purposes; B. Make no representations regarding the identity of any persons whose names appear in the records; and C. Deny liability for any damages resulting from the release or use of the data or information. The user should verify the information by personally consulting the official record reposing at the district court.

Court Records Court & Dockets
Ohio Dept of
Rehabilitation and
Correction
The Ohio Department of Rehabilitation and Correction does not warrant the comprehensiveness, completeness, accuracy or adequacy for any particular use or purpose of the Ohio data and expressly disclaims all warranties express or implied as to any matter whatsoever. The Ohio Department of Rehabilitation and Correction will not be responsible for any loss or damage caused by the use of the Ohio data.

Court Records Court & Dockets Oregon Court Records
The data or information provided is not the official records of the court. Data provided may not reflect the most current disposition activity.

Users should verify the data and information by consulting the official court record maintained by the court in question. The official custodian of all official circuit and appellate court records in Oregon is the clerk or court administrator of the respective circuit and appellate court. The official court records are the OECI and ACMS data repository systems themselves.

Court Records Court & Dockets
Pennsylvania Court
Records
Electronic case record information received from the Commonwealth of Pennsylvania is not an official case record; official case records are maintained by the court in which the record was filed. The data or information provided is based upon information received by the Administrative Office of Pennsylvania Courts (“AOPC”). AOPC makes no representation as to the accuracy, completeness or utility, for any general or specific purpose, of the information provided and as such, assumes no liability for inaccurate or delayed data, errors or omissions. Use of this information is at your own risk. AOPC makes no representations regarding the identity of any persons whose names appear in the records. Use should verify that the information is accurate and current by personally consulting the official record reposing in the court wherein the record is maintained.

Court Records Court & Dockets Utah Court Records
The data provided is based on data obtained from the Utah Administrative Office of the Courts. Neither the Administrative Office of the Courts, nor any other courts of the State of Utah provide any warranties, express or implied, that the data provided is accurate, current, correct, or complete, nor do they make any representations regarding the identity of any persons whose names appear in the data. It is expressly understood that it is the responsibility of users to verify the data by personally comparing it with the official court records on file with the court of origin. 292
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Court Records Court & Dockets
Washington Court
Records
The data provided is based on information obtained from the courts as of the period of time covered by the most current update. The Administrative Office of the Courts and the Washington Courts (“AOC”): 1) do not warrant that the information is accurate or complete except for court purposes; 2) make no representations regarding the identity of any persons whose names appear in the Index; and 3) deny liability for any damages resulting from the release or use of the data. To verify the information, the user should personally consult the "official" record reposing at the court of record. 4) Not all information provided by AOC is being made available in the report as sealed or restricted cases are excluded. In addition to the terms of your subscription agreement and without in any way limiting your subscription agreement, you acknowledge and agree that:

DISCLAIMER OF WARRANTIES: THE AOC PROVIDES NO WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THE IMPLIED

WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO INFORMATION OR DATA PROVIDED UNDER THIS AGREEMENT. THE AOC PROVIDES NO WARRANTIES, EXPRESS OR IMPLIED, THAT THE INFORMATION OR DATA PROVIDED IS ACCURATE, CURRENT, CORRECT, OR COMPLETE. IT IS EXPRESSLY UNDERSTOOD BY THE PARTIES THAT IT IS YOUR RESPONSIBILITY TO VERIFY INFORMATION OR DATA OBTAINED UNDER THIS AGREEMENT WITH OFFICIAL COURT INFORMATION REPOSING AT THE COURT OF RECORD.

LIMITATION OF LIABILITY: YOU ACKNOWLEDGES AND ACCEPTS THAT ALL INFORMATION AND DATA PROVIDED UNDER THIS AGREEMENT IS PROVIDED ON

AN AS IS BASIS AND THAT THE INFORMATION AND DATA MAY BE SUBJECT TO ERROR OR OMISSION AND THEREFORE AGREES THAT THE AOC SHALL NOT

BE RESPONSIBLE NOR LIABLE IN ANY WAY WHATSOEVER FOR THE VALIDITY OF ANY DATA PROVIDED OR FOR THE USE OF THE INFORMATION AND DATA PROVIDED. SPECIFICALLY:
(1) THE AOC SHALL NOT BE LIABLE FOR ANY DEMAND OR CLAIM, REGARDLESS OF FORM OF ACTION, FOR ANY DAMAGES RESULTING FROM THE USE OF ANY INFORMATION OR DATA PROVIDED UNDER THIS AGREEMENT.
(2) THE AOC SHALL NOT BE LIABLE FOR ANY DEMAND OR CLAIM, REGARDLESS OF FORM OF ACTION, FOR ANY DAMAGES ARISING FROM INCORRECT OR INCOMPLETE INFORMATION OR DATA PROVIDED UNDER THIS AGREEMENT. (3) THE AOC SHALL NOT BE LIABLE FOR ANY LOSS, INCLUDING REVENUE, PROFITS, TIME, GOODWILL, COMPUTER TIME, DESTRUCTION, DAMAGE, OR

LOSS OF DATA, OR ANY OTHER INDIRECT, SPECIAL, OR CONSEQUENTIAL DAMAGE WHICH MAY ARISE FROM THE USE, OPERATION, OR MODIFICATION OF DATA PROVIDED UNDER THIS AGREEMENT.

Court Records Court & Dockets
Wisconsin Court
Records
Wisconsin Circuit Courts Access website information is only a snapshot of the information accessible in the Wisconsin Director of State Courts Office Consolidated Court Automation Programs (CCAP) case management system on the date the information is downloaded by Thomson Reuters.

Criminal &
Infractions
Criminal Arrests &
Infractions Records
Criminal & Infractions See "Court Records" Above
Derivative WorksAnthropicDerivative WorksAnthropic
AI Responsive Output
Outputs that appear accurate because of their detail or specificity may still contain material inaccuracies. AI Services may not access current or complete information, or account for events or changes to underlying facts occurring after the AI model was trained. You should not rely on factual assertions or translations in Outputs without independently checking their accuracy.

Divorce Divorce Divorce Records See "Court Records" Above Docket/Docket
Records
--
Connecticut Docket
Data
See "Court Records" Above
Docket/Docket
Records
-- Washington Docket Data See "Court Records" Above
Drivers License -
ALL
Drivers License - ALL Driver License Data
Your use of this data may be subject to privacy restrictions imposed by Driver’s Privacy Protection Act (“DPPA”) and state law. If you access motor vehicle, driver’s license, state boat, or similar data, you will be required to acknowledge compliance with the law and to choose among “permissible uses” for the data. Thomson Reuters will store information from each search, including the password entered, permissible use indicated, date of search and search, as required to comply with statutory and contractual requirements.
293
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Drivers License -
Florida
Drivers License -
Florida
Florida Drivers License
You as a subscriber and end user of this Service agree that all of your use shall be strictly in compliance with all applicable DPPA and Florida laws, including sections 119.0712(2), 316.066, and 324.242, Florida Statutes. You further agree that you shall maintain the confidential and exempt status of Florida information as required by DPPA and Florida laws, including sections 119.0712(2), 316.066, and 324.242, Florida Statutes.

You as a subscriber and end user of this Service agree that you shall not disclose to any third parties Highly Restricted Personal Information, except strictly only those explicitly authorized by DPPA and Florida law. You specifically agree that you shall not redisclose the Florida driver's license information for bulk distribution for surveys, marketing, or solicitations, nor share or provide any Florida driver's license information to another unauthorized entity, agency, or person.

You as a subscriber and end user of this Service agree that you shall self-report to Thomson Reuters all violations of the applicable laws within five (5) business days of discovery of such violation(s). The report shall include a description, the time period, the number of records impacted, the harm caused, and all steps taken as of the date of the report to remedy or mitigate any injury caused by the violation.

You as a subscriber and end user of this Service agree to have controls in place to ensure Third Party End Users who redisclose Florida driver's license data to Downstream Entities are subject to the DPPA, and sections 119.0712(2), 316.066, and 324.242 of the Florida Statutes.

Drivers License -
Texas
Drivers License -
Texas
Texas Driver License This data may not be used to engage in any method, act, or practice which is unfair or deceptive, nor may it be used for marketing or solicitations, or surveys not authorized by law.

Dun & Bradstreet Dun & Bradstreet
Business Data &
Information
D&B Market Identifiers
D&B Worldbase
Executive Affiliations
Executive Biographies
Customer acknowledges that all Licensed Content is owned by Dun & Bradstreet, Inc. (“D&B”) and that the copyright to the Licensed Content is and shall remain with D&B.

Customer also agrees that Customer will not use any D&B trade name, trademark, service mark, logo, or copyrighted materials in any manner without the prior written approval of D&B.

Licensed Content is licensed to Customer for its internal business use and for no other purpose. None of the Licensed Content may be made available in whole or in part to any third party. Customer agrees that Customer is expressly prohibited from using the Licensed Content as a factor in establishing an individual’s eligibility for (i) credit or insurance to be used primarily for personal, family or household purposes, or (ii) employment. Customer shall not use the Licensed Content in any way that: (A) infringes, misappropriates, or violates a third party’s intellectual property or proprietary rights, including rights of privacy and publicity; (B) violates, or encourages any conduct that would violate, any applicable law or regulation or would give rise to civil liability; or (C) is fraudulent, false, misleading, or deceptive. In addition, Customer may not use Licensed Content or any enhancements, modifications or derivative works from and of the Licensed Content in whole or in part (including in anonymized form) in connection with any artificial intelligence technology for any purpose, including, but not limited to (i) to train, influence or optimize, or as a source for, any artificial intelligence tools, (ii) to develop a substitute for the Licensed Content, (iii) to train any large language model, (iv) or for research purposes. The term artificial intelligence as used in this Agreement includes machine-based systems that are designed to operate with varying levels of autonomy, and that can, for a given set of objectives, generate predictions, recommendations, content or decisions that influence real or virtual environments.

Licensed Content furnished hereunder may be used throughout the term of this agreement. Upon expiration or termination of the license period or this agreement, Customer shall immediately destroy all originals and copies of any D&B Licensed Content, and any derivatives of the Licensed Content, and upon request, provide D&B or Company with certification thereof.

Customer agrees to indemnify, defend, and hold harmless D&B and its licensors and providers from any claim or cause of action arising out of or relating to use of the Licensed Content by (i) individuals or entities which have not been authorized by this agreement to have access to and/or use the Licensed Content and (ii) Customer, when such use may be in violation of these terms.

Customer acknowledges that D&B and its licensors and providers make no representations or warranties of any kind with respect to the accuracy, current-ness, completeness, timeliness, merchantability, or fitness for a particular purpose of the Licensed Content or of the delivery mechanism through which the Licensed Content is provided.

Customer agrees that D&B and its licensors and providers will never be liable for consequential, incidental, special, punitive, or other indirect damages, even if advised of the possibility of such damages. Customer also agrees that D&B and its licensors’ and providers’ aggregate liability, if any, for any and all losses, damages, or injuries which Customer suffers arising out of any acts or omissions of D&B in connection with this agreement, regardless of the cause of the loss, damage, or injury (including negligence) and regardless of the nature or equitable right claimed to have been violated, shall never exceed the amount paid by Customer for the Licensed Content or $10,000, whichever is greater.

Customer agrees that D&B is a third party beneficiary of these terms. 294
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Experian Credit
Header
Experian Credit
Header
Experian Credit Header
The data contained in this database and its use may be regulated by laws that restrict the use of such information, including but not limited to the Gramm-Leach-Bliley Act, 15 U.S.C. 6801 et seq. ("GLBA"), various federal and state laws, regulations, and rules as well as your subscription agreement with Thomson Reuters. By accessing this database, you represent and warrant that information regulated by GLBA and other legal authorities will only be used for the use you select in the drop down menu. If you do not have a permissible use, you agree that you will select “no permissible use” from the drop down menu. The information in this database may not be used for any purposes related to direct marketing.

You acknowledge that the data contained in this database may be compiled by Thomson Reuters from numerous suppliers, and that you have been allowed access to this data because of your representations, regarding its authorized use of the data.

You shall indemnify, defend and hold harmless Thomson Reuters and its suppliers, from and against any and all liabilities, damages, losses, claims, costs, fees and expenses (including attorney fees) arising out of or relating to your use of this data. Thomson Reuters and its third-party suppliers are entitled to enforce the data security, use, legal compliance and indemnification provisions of your Agreement directly against you as third party beneficiary; provided however, the foregoing paragraph shall not be applicable to local, state, and federal government agencies or as otherwise excepted in your subscription agreement.

You agree to immediately notify Thomson Reuters of any misuse or compromise of the information contained in this database. Failure to comply with these terms, including the Experian Access Security Requirements below, or other terms within your Agreement will result in temporary or permanent blocks on access to this database or termination of your Agreement. This data cannot be used to prepare, publish, clean or maintain any directory or provide any directory service to the general product. You further agree that you will not provide this data to any person or entity for resale. By accessing this data you acknowledge and agree that you are the end user of the data and that you do not intend to resell or otherwise provide or transfer it, in whole or in part, to another person or entity.

Experian Credit
Header
Experian Credit
Header
Experian Credit Header
Experian Security Requirements
The security requirements included in this document represent the minimum security requirements acceptable to Experian and are intended to ensure that a Third Party (i.e., (i.e., Supplier, Reseller, Service Provider or any other organisation engaging with Experian) has appropriate controls in place to protect information and systems, including any information that it receives, processes, transfers, transmits, stores, delivers, and / or otherwise accesses on behalf of Experian.

DEFINITIONS
“Experian Information” means Experian highly sensitive information including, by way of example and not limitation, data, databases, application software, software documentation, supporting process documents, operation process and procedures documentation, test plans, test cases, test scenarios, cyber incident reports, consumer information, financial records, employee records, and information about potential acquisitions, and such other information that is similar in nature or as mutually agreed in writing, the disclosure, alteration or destruction of which would cause serious damage to Experian’s reputation, valuation, and / or provide a competitive disadvantage to Experian.
“Resource” means all Third-Party devices, including but not limited to laptops, PCs, routers, servers, and other computer systems that store, process, transfer, transmit, deliver, or otherwise access the Experian Information.
295
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Experian Credit
Header
Experian Credit
Header
Experian Credit Header

1. Information Security Policies and Governance.

Third Party shall have Information Security policies and procedures in place that are consistent with the practices described in an industry standard, such as ISO 27002 and / or this Security Requirements document, which is aligned to Experian’s Information Security policy.

2. Vulnerability Management.

Firewalls, routers, servers, PCs, and all other resources managed by Third Party (including physical, on-premise or cloud hosted infrastructure) will be kept current with appropriate security specific system patches. Third Party will perform regular penetration tests to further assess the security of systems and resources. Third Party will use end-point computer malware detection / scanning services and procedures.

3. Logging and Monitoring.

Logging mechanisms will be in place sufficient to identify security incidents, establish individual accountability, and reconstruct events. Audit logs will be retained in a protected state (i.e., encrypted, or locked) with a process for periodic review.

4. Network Security.

Third Party will use security measures, including anti-virus software, to protect communications systems and networks device to reduce the risk of infiltration, hacking, access penetration by, or exposure to, an unauthorized third-party.

5. Data Security.

Third Party will use security measures, including encryption, to protect Experian provided data in storage and in transit to reduce the risk of exposure to unauthorized parties.

6. Remote Access Connection Authorisation.

All remote access connections to Third Party internal networks and / or computer systems will require authorisation with access control at the point of entry using multi-factor authentication. Such access will use secure channels, such as a Virtual Private Network (VPN).

7. Incident Response.

Processes and procedures will be established for responding to security violations and unusual or suspicious events and incidents. Third Party will report actual or suspected security violations or incidents that may affect Experian to Experian within twenty-four (24) hours of Third Party’s confirmation of such violation or incident.

8. Identification, Authentication and Authorisation.

Each user of any Resource will have a uniquely assigned user ID to enable individual authentication and accountability. Access to privileged accounts will be restricted to those people who administer the Resource and individual accountability will be maintained. All default passwords (such as those from hardware or software vendors) will be changed immediately upon receipt.

9. User Passwords and Accounts.

All passwords will remain confidential and use ‘strong’ passwords that expire after a maximum of 90 calendar days. Accounts will automatically lockout after five (5) consecutive failed login attempts.

10. Training and Awareness.

Third Party shall require all Third Party personnel to participate in information security training and awareness sessions at least annually and establish proof of learning for all personnel.

11. Experian’s Right to Audit.

Third Party shall be subject to remote and / or onsite assessments of its information security controls and compliance with these Security Requirements.

12. Bulk Email Communications into Experian.

Third party will not “bulk email” communications to multiple Experian employees without the prior written approval of Experian. Third party shall seek authorisation via their Experian Relationship Owner in advance of any such campaign.

Experian Credit
Header
Experian Credit
Header
Experian Credit Header
You agree that you will not use, or permit anyone to use, Experian Data (Credit Header) or the Services for the purpose of identifying and locating noncriminal illegal immigrants or undocumented individuals with the intention of deportation solely on the basis of the individual’s immigration status unless presented with a court order or in the case of an imminent national security threat, as permitted by law. You will maintain documented evidence of such court orders for twelve (12) months and will provide such documented evidence upon request.
296
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Experian Credit
Header
Experian Credit
Header
Experian Credit Header
Customer Foreign Access - Experian Required Terms
Country Customer Additional Terms: Non-U.S. Locations
Argentina
To the extent that Customer or Customer’s authorized end users utilize or access a Thomson Reuters Service from Argentina, Customer represents and warrants that each of its end users, to the extent that that it is applicable, will comply with the Data Protection Act of Argentina (Law 25,326, its amendments, and replacements), its regulation and interpretations of the data protection agency of Argentina.

Australia
To the extent that Customer or Customer’s authorized end users utilize or access a Thomson Reuters Service from Australia, Customer represents and warrants that each of its end users, to the extent that that it is applicable, will comply with the Commonwealth Privacy Act 1988, the Commonwealth Privacy Regulation 2013, and the Privacy (Credit Reporting) Code 2014 (Version 2).

Chile
To the extent that Customer or Customer’s authorized end users utilize or access a Thomson Reuters Service from Chile, Customer represents and warrants that each of its end users, to the extent that that it is applicable, will comply with the Law No. 19,628 and any other regulations or Law including any replacements or modifications.

Costa Rica
To the extent that Customer or Customer’s authorized end users utilize or access a Thomson Reuters Service from Costa Rica, Customer represents and warrants that each of its end users, to the extent that that it is applicable, will comply with Law for the Protection of the Person´s Personal Data Treatment, Law Number 8968 of Costa Rica and its regulation.

Panama
To the extent that Customer or Customer’s authorized end users utilize or access a Thomson Reuters Service from Panama, Customer represents and warrants that each of its end users, to the extent that that it is applicable, will comply with Law 24 of 2002, as amended, which regulates the information of credit history of consumes and clients, including, if applicable, any licensing requirements and, to the extent applicable, will possesses the consumer consents necessary to access the information available through the Approved Services.

Philippines
To the extent that Customer or Customer’s authorized end users utilize or access a Thomson Reuters Service from Philippines, Customer represents and warrants that each of its end users, to the extent that that it is applicable, will comply with the Data Privacy Act of 2012 of the Philippines.

All Non-US Locations
In addition to any obligation or restrictions contained in your Ordering Documents, Customer is solely responsible and liable for compliance with all laws, including non-U.S. laws, rules and regulations, related to the importation, exportation, use and storage of any information it utilizes in relation to a Thomson Reuters Service and will indemnify, defend, and hold Thomson Reuters, and its officers, directors, agents, employees and third-party providers harmless from and against all claims, suits, demands, actions, proceedings, awards, judgments, penalties, damages, losses, liabilities, costs and expenses (including, without limitation, reasonable legal and expert witness fees).

Experian Gateway
Experian Credit
Header Real Time
Experian Credit Header
The data contained in this database and its use may be regulated by laws that restrict the use of such information, including but not limited to the Gramm-Leach-Bliley Act, 15 U.S.C. 6801 et seq. ("GLBA"), various federal and state laws, regulations, and rules as well as your subscription agreement with Thomson Reuters. By accessing this database, you represent and warrant that information regulated by GLBA and other legal authorities will only be used for the use you select in the drop down menu. If you do not have a permissible use, you agree that you will select “no permissible use” from the drop down menu. The information in this database may not be used for any purposes related to direct marketing.

By accessing this data you acknowledge and agree that you are the end user of the data and that you do not intend to resell or otherwise provide or transfer it, in whole or in part, to another person or entity.

Experian Gateway
Experian Credit
Header Real Time
North Carolina Credit
Header Data
The official custodian of all official court records for each county in North Carolina is the clerk of superior court of that county. To verify a record’s accuracy, contact the clerk of the court of record.
--
Financial Industry
Regulatory Authority
(FINRA) Materials
FINRA Materials are reproduced by permission of the Financial Industry Regulatory Authority, Inc. (FINRA) under a non-exclusive license. FINRA accepts no responsibility for the accuracy or otherwise of the reproduction of FINRA Materials in Westlaw. Any advice or commentary given in Westlaw about FINRA Materials is the sole responsibility of Thomson Reuters and does not reflect the views of FINRA. FINRA reserves the right to amend FINRA Materials at its discretion.

Fugitives -- See "Court Records" Above
297
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Google Maps Google Maps You understand and agree that your use of any Google mapping functionality will at all time comply with Google's Terms of Service (http://maps.google.com/help/terms_maps.html) and all applicable Google legal notices (http://maps.google.com/help/legalnotices_maps.html).

Lawsuits -- See "Court Records" Above
--
Illinois State Bar
Association Advisory
Opinions
The Illinois State Bar Association (ISBA) Advisory Opinions on Professional Conduct are distributed and made available by Thomson Reuters through a nonexclusive license from the ISBA.
--
Insurance Form
Portfolios & Circulars
This Product includes information which is proprietary to Insurance Services Office, Inc.

ISO does not guarantee the accuracy or timeliness of the ISO information provided. ISO shall not be liable for any loss or damage of any kind and howsoever caused resulting from your use of the ISO information.

License Plate
Recognition Data
--
LEARN Platform Terms
of Use
If authorized, you agree that access and use of the LEARN platform and any data contained therein is governed by and will at all time comply with the Vigilant Terms of Use (http://learn-nvls.com/learn/LEARN_Hosted_Server_User_Agreement.pdf) License Plate
Recognition Data
--

LPR CLIENT PORTAL
and Mobile Companion
Terms of Use
If authorized, to access and use of the CLIENT PORTAL and MOBILE COMPANION products you agree that your access and use is governed by and at all times will comply with the most recent version of Motorola Terms and Conditions (EULA) of use located at https://www.motorolasolutions.com/en_us/about/legal/video_security_terms.html. The EULA is subject to change from time to time by MSI.

License Plate
Recognition Data
& Mobile
Companion
Application
--
LPR Mobile Companion
Terms of Use
If authorized to access License Plate Recognition Data through Mobile Companion, you agree that access and use is governed by and will at all times comply with the Motorola Terms and Conditions of use located at https://www.motorolasolutions.com/en_us/managed-support-services/eua.html.

By accessing the LPR data through Mobile Companion, you acknowledge and agree that your use of the application will at all times comply with all applicable laws.

License Plate
Recognition Data
--
Gateway Usage and
Privacy Policy
Use of LPR data. Access to LPR data via the gateway in CLEAR is limited to subscribers that have a legitimate law enforcement or investigative purpose and a permissible use under the U.S. Drivers Privacy Protection Act (18 U.S.C. §2721 et seq.) (“DPPA”).

Users and Training. Employees and subcontractors of Thomson Reuters are authorized to access and use the LPR data to demonstrate the system to actual and potential subscribers, to provide customer support, and to maintain the LPR data and CLEAR. Subscribers are authorized to access the LPR data in accordance with this policy.

Subscribers are required to maintain the confidentiality of the LPR data and to train all end users on its confidentiality and permissible use obligations.

Monitoring and Compliance. LPR data in Thomson Reuters systems is monitored in accordance with Thomson Reuters standard procedures to ensure the security of the LPR data and compliance with applicable laws, rules and regulations. Furthermore, we maintain usage logs in accordance with DPPA requirements.

Sales, Sharing or Transfer of LPR data. We authorize access to the LPR data in accordance with this policy. All subscribers are required to have entered into a definitive agreement with us prior to accessing the LPR data.

Custodian/Owner of the LPR System; Accuracy; data Retention. Vigilant Solutions, Inc. is the custodian and owner of the LPR system that is accessible via CLEAR. Please see Vigilant’s Usage and Privacy Policy (https://www.vigilantsolutions.com/lpr-usage-and-privacy-policy/) for information on data accuracy and retention.

Please see the Public Records Privacy Statement (http://legalsolutions.thomsonreuters.com/law-products/about/legal-notices/privacy/records) for more information.

Marriage Marriage Marriage Records See "Court Records" Above 298
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
--
Code of Maryland
Regulations
The text appearing here was produced from materials provided by the Division of State Documents, Office of the Secretary of State, State of Maryland, and is current as of the date(s) indicated on the Maryland Regulations Scope Information screen. The text appearing here is not the official text. While this text has been prepared from data created and maintained by the Division of State Documents, only the printed or electronic version of the text obtained directly from the Division of State Documents is official, valid, and enforceable under Maryland law. For copies of the official text, in printed or electronic format, call the Division of State Documents at 410-974-2486 or 1- 800-633-9657.

Office of Foreign
Assets Control
(OFAC)
Office of Foreign
Assets Control
(OFAC)
Sanctions lists provided
by the U.S. Department
of the Treasury’s Office
of the Foreign Assets
Control
The sanctions lists provided by the U.S. Department of the Treasury’s Office of the Foreign Assets Control are one tool offered to assist users in utilizing the SDN List and/or the various non-SDN lists; use of Sanctions List Search is not a substitute for undertaking appropriate due diligence. The Department of the Treasury does not endorse any commercial product, service, process, or enterprise. The Department of the Treasury assumes no responsibility for the content or operation of the Service.

Users are advised to check the Federal Register and this electronic publication routinely for additional names or other changes to the listings. Entities and individuals on the list are occasionally licensed by OFAC to transact business with U.S. persons in anticipation of removal from the list or because of foreign policy considerations in unique circumstances. Licensing in anticipation of official Federal Register publication of a notice of removal based on the unblocking of an entity's or individual's property is reflected in this publication by removal from the list.

People Historical People Historical
The information contained in this database and its use is regulated by laws that restrict the use of such information, including but not limited to the Gramm-Leach-Bliley Act, 15 U.S.C. 6801 et seq. ("GLBA"), various federal and state laws, regulations, and rules as well as your subscription agreement with Thomson Reuters. By accessing this database, you represent and warrant that information regulated by GLBA and other legal authorities will only be used for the use you select in the drop down menu. If you do not have a permissible use, you agree that you will select “no permissible use” from the GLBA drop down menu. The information in this database may not be used for any purposes related to direct marketing.

Real Property
Real Property –
Transactions/PreForeclosures/Tax
Assessor Records
This data may not be used for any direct marketing or solicitation purpose. By accessing this data you acknowledge and agree that you will not infringe on any consumers' rights of privacy and will, at all times, adhere to fair information practices. You are expressly prohibited from using any element or component of the real property data to create, replace, supplement or enhance any title, legal, vesting, ownership or encumbrance report. You further agree that you may not use the data, coupled with alternative insurance approaches or products without first obtaining written permission. 299
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Real-Time Motor
Vehicles Gateway
Real-Time Motor
Vehicles Gateway
Your use of this data may be subject to privacy restrictions imposed by Driver’s Privacy Protection Act (“DPPA”) and state law. If you access motor vehicle, driver’s license, state boat, or similar data, you will be required to acknowledge compliance with the law and to choose among “permissible uses” for the data. Thomson Reuters will store information from each search, including the password entered, permissible use indicated, date of search and search, as required to comply with statutory and contractual requirements. Furthermore, you agree to comply with the following:

1. Access to Motor Vehicle Data: The Driver's Privacy Protection Act ('DPPA') as well as state law restricts the use of motor vehicle data to certain “permissible uses.” Subscribers who access motor vehicle data shall require its End Users to acknowledge compliance with these laws and only permit them to access motor vehicle information for the specific DPPA permissible purposes. You represent and warrant that motor vehicle information will not be accessed without an approved DPPA permissible purpose for each access, that motor vehicle information shall be used only for such permissible purpose, and that you are the end user of the information. You shall employ commercially reasonable procedures to track and monitor End User access to and use of motor vehicle data and investigate any allegations of misuse of the motor vehicle data in full cooperation with Thomson Reuters and/or its provider of this motor vehicle information, or at the request of a state. You acknowledge that in addition to other remedies of Thomson Reuters and/or its provider any non-compliance by you with the above provision shall result in Thomson Reuters revoking your access to and use of motor vehicle information. You acknowledge that motor vehicle data is licensed to you for your internal use only and may not be reproduced, or disclosed to anyone else unless permitted by law. Motor vehicle data shall not be appended to any other data or file except in the context of a report prepared for and consistent with the approved DPPA permissible purpose for which the motor vehicle data was accessed. You acknowledge that all right, title and interest in and to the motor vehicle data is retained by Thomson Reuters and/or its provider, and you shall not commit or permit any act or omission that would impair such rights.

2. Warranty: The motor vehicle data shall be as current, accurate and complete as may be achieved using the source data and compilation and data processing methods customarily employed by Thomson Reuters and its provider in the ordinary course of business, but is not warranted as being error free. Neither Thomson Reuters nor its provider attempt to independently verify the completeness, accuracy or authenticity of this data. Accordingly, the data is provided on an 'as is' 'as available' basis. Any use or reliance upon the data by you shall be at your own risk. THERE ARE NO OTHER WARRANTIES EXPRESS OR IMPLIED HEREUNDER, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

3. Limitation of Liability: IN NO EVENT SHALL THOMSON REUTERS NOR ITS PROVIDER, BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR

CONSEQUENTIAL DAMAGES, INCLUDING, BUT NOT LIMITED TO, LOST INCOME OR LOST REVENUE WHETHER BASED IN CONTRACT, TORT OR ANY OTHER THEORY.

4. Subscriber is responsible for all damages due to the misuse of this data by Subscriber or any other party receiving such regulated data from or through Subscriber.

Sex Offender -- Sex Offender Records See "Court Records" Above State Death
Records
State Death Records
State Death Records -
ALL
This data is provided for research purposes only and it is not the official record. Certified copies can only be obtained from the official source.

Stock
Transactions
Stock Transactions
Use, duplication, or sale of any data contained in this database, except as described in your Subscription Agreement, is strictly prohibited. This database is not the official legal reporting organ of the Securities and Exchange Commission. This data is protected by copyright and is subject to the terms of usage contained in your subscription agreement. The data is provided for your internal use and may not be duplicated or redistributed in hard copy, machine-readable, or any other form without written authorization. Neither Thomson Reuters nor its 3rd party contributors make any representation or warranty, expressed or implied, as to the timeliness, accuracy or completeness of the data provided, including warranties of merchantability or fitness for a particular purpose. Electronic conversion and transmission of textual and numeric data may cause errors and/or omissions in the data provided. Furthermore, the data may not be up-to-date due to a delay between the preparation of data and its inclusion on the Service. For these reasons, the data contained on the Service is provided for research purposes only and not for investment or any other purposes. Neither Thomson Reuters nor any of its affiliates or subsidiaries are in the business of providing investment advice and shall have no liability whatsoever for any investment decision or the results of any investment made by you
Traffic Citations Infractions See "Court Records" Above 300
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
TransUnion
Gateway
--
The data contained in this database and its use may be regulated by laws that restrict the use of such information, including but not limited to the Gramm-Leach-Bliley Act, 15 U.S.C. 6801 et seq. ("GLBA"), various federal and state laws, regulations, and rules as well as your subscription agreement with Thomson Reuters. By accessing this database, you represent and warrant that information regulated by GLBA and other legal authorities will only be used for the use you select in the drop down menu. If you do not have a permissible use, you agree that you will select “no permissible use” from the drop down menu. The information in this database may not be used for any purposes related to direct marketing. By accessing this data you acknowledge and agree that you are the end user of the data and that you do not intend to resell or otherwise provide or transfer it, in whole or in part, to another person or entity.

By accessing this data, you shall use information obtained from each individual request for data only one time and shall hold this data in the strictest confidence. You shall not disassemble, decompile, or in any way reverse engineer this data. You shall use this data: (1) solely for your certified permitted use and shall not request, obtain or use this data for any other purpose including, but not limited to, for the purpose of selling, leasing, renting or otherwise providing this data to any other party, whether alone, in conjunction with your own data, or otherwise in any service which is derived from the data; and (2) subject to your subscription agreement. data shall be requested by, and disclosed only the your designated and authorized End Users having a need to know and only to the extent necessary to enable you to use the data in accordance with your Subscription Agreement. You shall ensure that such designated and authorized End User shall not attempt to obtain any data on themselves, associates, or any other person except in the exercise of their official duties. With just cause, such as violation of the terms of subscription agreement or a legal requirement, or a material change in existing legal requirements that adversely affects the your agreement, Thomson Reuters may, upon its election, discontinue serving the data. You understand and agree that you may not use any data for any marketing purposes without prior written consent.

Unclaimed Assets Unclaimed Assets See "Court Records" Above Vehicle & Traffic -- See "Court Records" Above
Vehicle
Registrations
Motor Vehicles
Your use of this data may be subject to privacy restrictions imposed by Driver’s Privacy Protection Act (“DPPA”) and state law. If you access motor vehicle, driver’s license, state boat, or similar data, you will be required to acknowledge compliance with the law and to choose among “permissible uses” for the data. Thomson Reuters will store information from each search, including the password entered, permissible use indicated, date of search and search, as required to comply with statutory and contractual requirements.

This data may not be used for such direct marketing activities as direct mail and telemarketing. Furthermore, this data cannot be used (1) by any law enforcement agency for traffic violation applications, (2) any toll road application, (3) in any automated system which detects traffic violations or identifies traffic violators or the vehicles involved, (4) for providing motor vehicle history reports, or (5) for providing motor vehicle statistical reports except in matters of litigation or associated investigations. This data cannot be used for any of the following services, or in connection with: motor vehicle manufacturers; matters of motor vehicle warranty, product alterations, recalls, advisories, customer surveys or research or performance monitoring of motor vehicles or dealers, law enforcement for traffic violation applications; toll road applications; any automated system that detects traffic violations or identifies traffic violators or the vehicles involved; for providing motor vehicle history reports; for providing motor vehicle statistical reports except in matters of litigation or associated investigations. 301
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
Vehicle
Registrations
Motor Vehicles
DPPA Permissible Uses and Restrictions
#1 – Court, Law Enforcement, Government Agency
#3 – Fraud Prevention, Legal Remedies, Debt Recovery
#4 – Legal Proceedings, Legal Research
#6 – Insurance
FOR ALL JURISDICTIONS:

No data from any jurisdiction may be used for immigration enforcement.

No data from any jurisdiction may be used for private parking enforcement.

No data from any jurisdiction may be used for plate readers outside law enforcement and government agencies.

STATE SPECIFIC RESTRICTIONS:

Arkansas. Permissible use 1 limited to parking violation enforcement, provided only release personal information to a government agency (or its agent) including any court or law enforcement agency.

Arizona. No permissible use for 4.

Connecticut. No permissible use for 1. PII may not be resold to an individual. For use 3, use is limited to verification only; no correction.

Florida. Permissible use 1 depending on Client providing a representative sample of letters from government users "upon request." No permissible use for 4.

Georgia. No permissible use for 1.

Illinois. No permissible use for 1. Data shall not be transferred nor accessed from outside the United States, electronically or otherwise.

Massachusetts. No permissible use for 4.

Minnesota. Note: Willful misuse or dissemination of data in violation of state law will result in immediate and permanent revocation of access to data.

Mississippi. For permissible use 1, toll violation notification use requires the end user to have a human visually review the license plate photo to ensure vehicle match accuracy.

Nevada. No permissible use for 3. Plate # unavailable.

South Dakota. For permissible use 1, state law and our contract prohibit use of motor vehicle data for red light or speed camera violation notification.

Vermont. For permissible use 1, tolling prohibited.

Wyoming. For permissible use 6, clients who obtain records for the purpose of insurance may only retain their records for as long as necessary to conduct business.

Voter
Registrations
Voter Registrations
Voter registration data may not be used as the basis for commercial or charitable solicitation of any kind. This includes the mailing or delivering any advertisement of offer for any property, establishment, organization, product or service or for the purpose of mailing or delivering any solicitation for money, services, or anything of value. By accessing this data you acknowledge that access to certain data available through the Service, including voter registration data is regulated by state or federal laws. You agree not to access such data for any purpose that is not allowed by any applicable state or federal laws or regulations, or that is contrary to your Subscription Agreement.

Thomson Reuters will store information from each search, including the password entered, permissible use indicated, date of search and search, as required to comply with statutory and contractual requirements.

Voter data from Kansas may only be used for political campaign or election purposes.

Warrant Record -- See "Court Records" Above
Watercraft
(State Data)
--
Your use of this data may be subject to privacy restrictions imposed by Driver’s Privacy Protection Act (“DPPA”) and state law. If you access motor vehicle, driver’s license, state boat, or similar data, you will be required to acknowledge compliance with the law and to choose among “permissible uses” for the data. Thomson Reuters will store information from each search, including the password entered, permissible use indicated, date of search and search, as required to comply with statutory and contractual requirements.
302
CLEAR Database
Name
Westlaw Database
Name
Content Description Disclaimer & Legal Terms
World-Check® Risk
Intelligence
(WATCHLIST)
World-Check® Risk
Intelligence
(WATCHLIST)
NOTICE TO SEARCH SUBJECTS. If you are using this data to determine whether to enter into or maintain a business relationship with an individual, you must direct or provide the individual you are searching with a copy of the World-Check Privacy Statement located at https://risk.thomsonreuters.com/en/terms-of-business/world-checkprivacy-statement.html DATA INQUIRIES.
• If you believe the information is incorrect or inaccurate please click here to contact World-Check. • If you believe this information has been incorrectly correlated to the subject in the search results please click here to contact Thomson Reuters.

DATA USE. By accessing the World-Check data you acknowledge and agree the data:
• Must be verified with the external source listed in the specific record prior to any decisions being made; • Cannot be an exhaustive source of information and you will not rely solely upon it when making any decision to deal with any person or entity and that before making any decision you will make independent checks to supplement and verify the information and its resulting suitability as a commercial counterparty; • Except as otherwise permitted by Thomson Reuters, cannot be incorporated into any product, service, tool, software or other mechanism designed to make automated decisions about an individual or that individual’s personal or professional interests; • Is provided for your internal business use without any opinion or recommendation from Thomson Reuters or World-Check. You must make your own assessment of the relevance and applicability of any information you find in or through the World-Check data; • May be comprised of data that relates to an entity or individual that bears the same name as your search subject or other unconnected persons; • May contain negative allegations about a person or entity and you should assume that the allegations are denied by them; • Is intentionally provided to you in summary form and should be read and used by you in context of the full details available from the named source; and • May include persons solely because they hold or held prominent political or other positions or are connected to such individuals and no particular inference (negative or otherwise) should be drawn about such persons.

World-Check® Risk
Intelligence
(WATCHLIST)
World-Check® Risk
Intelligence
(WATCHLIST)
The inclusion or exclusion of any person or entity in or from the World-Check data should not be used to draw any particular inference (negative or otherwise) about that person or entity, including as the result of the linking of that person or entity to any other person or entity identified in the World-Check data. You should not assume that any person or entity identified in the World-Check data has breached any law or sanction. The World-Check data may include or mention the following without limitation:
• The “Iran Economic Interest” or “IEI” database, which contains content on persons or entities that have been reported in the public domain as having some direct or indirect economic interest in Iran or with Iran or a person connected to Iran; • The “US SAM Exclusions Extract”, which contains information on individuals and entities that are restricted or prohibited from engaging in contracts with the US federal government, as determined by the US government in accordance with their own criteria and guidelines; and • “Country-Check Ranks” and “Country-Check Reports” which are provided as a guide to assist with determinations of jurisdictional risk in relation to the country in question.

Any risk rankings and bandings generated using the Country-Check predefined or default weight sets represent World-Check’s (i) assessment of risk associated with that country based on available public domain information (which may be inaccurate), (ii) an underlying algorithm, and (iii) World-Check’s perception of risk, and the ranking may not be appropriate for your use. It is your responsibility to understand the default settings and risk criteria and determine which settings are appropriate and applicable for your level of risk appetite. “Country-Check Ranks” and “Country-Check Reports” do not in any way seek to assign a level of risk to individuals identified in the World-Check data and you may not use the “Country-Check Ranks” and “Country-Check Reports” for that purpose. 303
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.

Ivania Navarrete Ivania Navarrete Thomson Reuters Enterprise 304
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: ________________________________________________ Ivania Navarrete [email protected] Thomson Reuters Enterprise Thomson Reuters Enterprise 2900 Ames Crossing Rd Eagan, MN 55121 [email protected] Greg Kelly 305
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, Thomson Reuters Enterprise
306
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
disability (both mental and physical) including HIV and AIDS, medical condition (e.g. cancer), genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, pregnancy, political affiliation, military and veteran status or legitimate union activities. Contractor agrees that any violation of this provision shall constitute a material breach of this Contract.

6. CITY PROPERTY:
a. Each and every report, draft, work product, map, record, applicable plans, drawings, calculation, data, specification, video, graphic, or any other material or document produced, prepared or caused to be prepared by Contractor pursuant to or in connection with this Contract shall be the 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.

Thomson Reuters Enterprise
307
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. If supplemental examination or audit of the Records is necessary due to concerns raised by the City’s preliminary examination or audit of records, and the City’s supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of this Contract or failure to act in good faith, then Contractor shall reimburse the City for all reasonable costs and expenses associated with the supplemental examination or audit.

8. PERMITS AND LICENSES:

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

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

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

10. CONFLICT OF INTEREST:

Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §§ 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under Thomson Reuters Enterprise
308
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 Thomson Reuters Enterprise
309
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.

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 Thomson Reuters Enterprise
310
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.

Thomson Reuters Enterprise
311
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor. d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.

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

16. INTEGRATED CONTRACT:

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

17. CONFLICTING PROVISIONS:

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

18. FORCE MAJEURE:

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

19. CONFLICT OF LAW:

This Contract shall be interpreted under, and enforced by the laws of the State of Thomson Reuters Enterprise
312
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.

20. CLAIMS:

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

21. INTERPRETATION:

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

22. WARRANTY:

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

23. SEVERABILITY:

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

24. AUTHORITY:

City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that they are duly authorized to enter into and execute this Contract on behalf of Contractor, Thomson Reuters Enterprise
313
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.

Thomson Reuters Enterprise
314
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”):

Thomson Reuters Enterprise
315
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
Thomson Reuters Enterprise
316
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)
Thomson Reuters Enterprise
317
___ 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 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.

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.
318
___ 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. 319
___ 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.
320
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:

Thomson Reuters Enterprise
321
Page | 1 Sole Source Form – Rev. May 12, 2016
City of Richmond
Sole Source Justification

THIS FORM MUST BE COMPLETED AND APPROVED PRIOR TO ANY PURCHASE _______________________________________________________________________________ Contact the Purchasing Division and discuss your rationale before completing this form. If Purchasing can help you make this a competitive purchase, then this form will not be required.

Attach this completed/approved form to requisitions when competitive quotes/bids/proposals are not solicited. (Required for requisitions > $3,000)
Requested Sole Source Supplier:

Company Name: ___________________________ Contact Name: ______________________ Address: _______________________________________________________________________ City: _________________________ State: _____________ Zip Code: ____________________ Phone Number (____) ___________ E-Mail _______________________________________ Duration of Contract: ____________________________________ Estimated Cost: $ _______________ Funding Source (Account String)_________________ Is the product/service IT related? Yes_____No _____ If Yes, please attach the approved IT Authorization Form For Product: Is the recommended company the manufacturer of the product? Yes_____ No _____ For Product: Does the manufacturer sell the item(s) through distributors? Yes_____ No _____ Description of Product or Service:

Describe the full scope of work or service contemplated including installation if required; items should include brand, model and part number if applicable; (if additional space is needed, include them in a separate page) Sole Source Rationale: PLEASE ANSWER ALL THE FOLLOWING QUESTIONS: Explain why the recommended company is the only company that can meet the requirement. Address the following: Are there any other companies who can do this job? What condition (e.g. technological superiority, or performance risks, etc.) exists so that the recommended company has a significant advantage over any other company who can do this job? It is important to sufficiently address the key reason for awarding an order/contract without soliciting competitive bids. The rational must be clear and convincing, avoiding generalities and unsupported conclusions. (if additional space is needed, include them in a separate page) Thomson Reuters Enterprise Greg Kelly 2900 Ames Crossing Rd Eagan MN 55121 763 326-3105 [email protected] 36 months 104008.44 01151014 400264 X Thomson Reuters Enterprise provides the City Attorney's Office with WestLaw on-line library subscription services for 6 attorneys needed for legal research in the areas of litigation and transactional work to assist and advise the City Council, Mayor, City Manager, and all the City departments, boards and commissions. The services include WestProflex; Westlaw Multi-State Analytical, Enterprise access, Government; and CoCounsel Legal, National Primary, Enterprise Access, Government. There is no installation as attorneys are provided with individual logins.

CoCounsel Legal is Thomas Reuters' latest update working together with WestLaw, and provides efficient AI assisted research, document analysis, and drafting, and integrates with Microsoft 365. It is superior with its AI capabilities compared to competitor LexisNexis, in that it goes beyond being a research tool but also works as a document-first assistant, focusing on areas such as deposition preparation, contract analysis, and legal research memos. CoCounsel Legal pairs Westlaw Advantage with CoCounsel directly with Practical Law content, allowing for deeper guidance and drafting workflows, and is the most robust packaging available for AI features. Furthermore, the protections around CoCounsel Legal allow for deep research reports to be more accurate and reliable, without the risk of hallucinations that occur with general AI tools. Thomson Reuters was able to secure CoCounsel Legal for the City Attorney's Office at the same cost as WestLaw Advantage with CoCounsel Essentials, a savings of $255/mo ($3060/year, and approximately $9180 over the 36 month contract). Also included are all updates and enhancements for the life of the agreement. 322
2 | Page
Complete the following checklist
A specific contractor is the only source of the required item because (check all that apply):

The required items are proprietary to the Contractor, and contractor solely transacts (sells) direct to the customer. (There are no dealers or distributors for contractor).

The required items are proprietary to the Contractor, and contractor does not sell direct to the customer. Contractor solely distributes the item or service through only one dealer or distributor in the United States. (There are no dealers or distributors for contractor).

Note: If item or service is available from more than one source, the item or service may be treated as proprietary, but must be competitively solicited from multiple (two or more) sources.

A specific item is needed:

To be compatible or interchangeable with existing hardware As spare or replacement hardware For the repair or modification of existing hardware Federal or state grant names vendor as condition of funding. (Attach copy of grant that names vendor)
There is a substantial risk in contracting with any other contractor, (e.g., only one contractor has been successful to date in implementing a difficult manufacturing process or the services sought). In a brief explanation, provide supporting evidence of why other contractors are considered to be unable to overcome the substantial risk.

Continuation of prior Work – Additional item, service or work required, but not known to have been needed when the original order was placed with vendor, and it is not feasible or practicable to contract separately for the additional need. Provide brief explanation and supporting evidence. (if additional space is needed, include them in a separate page) 323
3 | Page
I acknowledge the City’s requirements for soliciting competitive quotes/bids for purchases over $3,000.00 and the criteria for justification for Sole Source purchases. I have gathered the required information, have made a concerted effort to review comparable/equal equipment/services (e.g., market research), and further affirm that there is no conflict of interest involved in the selection made.

Department: _________________________________
Requester Name and Title: ____________________________________________________________ Note: Requester must be able to defend this justification.

Date:_____________ Phone: _______________
Department Director (Print) _____________________ (Sign) ________________ Date:__________ --------------------------------------------------------------------------------------------------------------------- Submit completed form to the Purchasing Division (Prior to submission to City Manager) Finance Director:

APPROVED: ____________________ DATE: ___/___/___
NOT APPROVED: ________________ COMMENTS:
____________________________ ______________________________ City Manager City Clerk Attesting to Council Approval
(Under $10,000.00) (Over $10,000.00) (Copy of Minutes may be substituted) Note: Richmond Municipal Code Section 2.52.326 Sole Source Procurement requires final approval by the City Manager and/or City Council. Sole Source must be approved by Finance Director, PRIOR to Council Approval.

PROCEDURE
Sole Source purchase/service are exceptions to the normal bidding process and require a detailed justification. In processing Sole Source requests for supplies, services and/or equipment, the Purchasing Division adheres to and is governed by the principles set forth in City of Richmond Municipal Code Section 2.52.326 Sole Source Procurement.

If you are requesting a particular vendor, brand or product, you must make this fact clear on your Sole Source form.

Your request will then be restrictive and non-competitive, and will fall into a sole source category. If the sole source justification is approved, the requisition can be expedited without the normal bidding requirements.

Such a request should not be made unless you are confident that your request is reasonable and appropriately justified to meet the City’s requirements and withstand any possible audit. The City’s requirements and the format for submitting such requests are contained herein. Sole Source form must be signed by authorized department representative(s). The certification will remain on file for audit purposes.

The following factors DO NOT apply to sole source requests and should not be included in your sole source justification. They will not be considered and only tend to confuse the evaluation process.

1. Personal preference for product or vendor.

2. Cost, vendor performance, and local service (these are generally considered award factors in competitive bidding).

3. Features which exceed the minimum department requirements.

City Attorney's Office Ivania Navarrete, Law Office Supervisor 4/28/26 510-620-6509 Shannon Moore 5/1/26 Emily
Combs
Digitally signed by
Emily Combs
Date: 2026.05.04
17:10:33 -07'00'
324
I.T. – RELATED PURCHASES AUTHORIZATION
Form must be fully completed and signed prior to information technology related purchases Date ___________
Requested Vendor _______________________________________________ V# _____________ Vendor Address ________________________________________________________________ ________________________________________________________________ Contact Person ________________________________________________________________ Email Address ________________________________________________________________ Phone No ( ______ ) ____________________ Fax # __________________________ Quantity Item Unit Price Total
_____ ___________________________________ $ ________ $ ________ _____ ___________________________________ $ ________ $ ________ _____ ___________________________________ $ ________ $ ________ Total $________
Purpose
This section must be completed with respective price quote(s) included with form:
_______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Requested by
________________________ ________________________
Department Head IT Director
________________________ ________________________
Approval Date Approval Date
Information Technology Related – Purchase Form – Rev 5-2016 4/28/26 Thomson Reuters Enterprise 2900 Ames Crossing Rd Eagan, MN 55121 Greg Kelly [email protected] 763 326-3105 121212 FY 26/27 West Proflex FY 27/28 West Proflex FY 28/29 West Proflex 2696.00 32,352.00 2884.72 34,616.64 3086.65 37,039.80 104,008.44 WestLaw online library subscription for 6 attorneys with: 1) WestProflex; 2) Westlaw Multi-State Analytical, Enterprise access, Government; and 3) CoCounsel Legal, National Primary,Enterprise Access, Government. It also includes all updates and enhancements going forward. See attached Order Form. 4/28/26 Sue
Hartman
Digitally signed
by Sue Hartman
Date: 2026.05.01
18:25:02 -07'00'
325
ADA (American with Disabilities Act) Compliance
Access and Accommodation
Compliance with the accessibility requirements of Section 508 of the Rehabilitation Act of 1973: In order to improve accessibility of existing technology and therefore increase the successful employment of individuals with disabilities, particularly blind and visually impaired, deaf and hard-of-hearing persons please answer the following questions:

Is this item ADA Compliant? Yes __________ No_________
If NO, please answer the following questions:

Will this item be used by the public? Yes ________ No _________ Can other vendors provide an ADA compliant product? Explain Will this item be used by City employees? Yes ________ No _________ Categories for Information Technology (IT) Product
• Software applications and operating systems
• Web-based information and applications
• Telecommunications products
• Video and multimedia products
• Desktop and portable computers
• End user hardware
Examples of Information Technology (IT) Products
• World Wide Web
• Scanners
• Printers
• Copiers
• PDAs
• Computers
• Computer Software
• Computer Operating Systems
• Phones
• Apps
• Information Kiosks
• ATMs
• Multimedia
• Videos
• Fax Machines
X
326