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 Con tract 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 ’stotal 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.
Finance Emily Combs
[email protected] (510) 620-6790
12967
Ballot Measure Feasibility, Strategic Communications, and Public Opinion Research Services.
SCI Consulting Group
4745 Mangels Blvd.
Fairfield, CA 94534
John Bliss
(707) 430-4300 [email protected]
40056534
April 28, 2026
June 30, 2027
247,500.00
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 subjec t to the Special Conditions (Exhibit E) (if any), which are attached hereto and incorporated herein.
9. Insurance Provisions. This Contract is subjec t 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 at test 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
SCI Consulting Group
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
EXHIBIT A
SERVICE PLAN
Contractor shall, to the satisfaction of t he Project Manager (set forth in Exhibit B), perform the following services and be compensated as outlined below [or attach service plan if necessary]:
SCI Consulting Group
(see attached)
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.). I nvoices 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 co ntracts 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’ssatisfaction. The City shall not pay late fees or interest.
b. All appropriate permits, certificat es, 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.
SCI Consulting Group
Emily Combs
Emily Combs
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 approv als 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:
$WWQ
Email: ________________________________________________ SCI Consulting Group
Emily Combs
[email protected]
SCI Consulting Group
4745 Mangels Blvd.
Fairfield, CA 94534
[email protected]
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 t he services as an independent contractor.
The manner and means of conducting the serv ices and tasks are under the control of Contractor except to the extent they are li mited by statute, rule or regulation and the express terms of this Contract. No civil servic e 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 limit ed 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 com pensation 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, SCI Consulting Group
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. Contracto r 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 pr oduct, 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.
SCI Consulting Group
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. Notwith standing 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. Shou ld 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 SCI Consulting Group
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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 la w, 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, succe ssors, 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 SCI Consulting Group
Contract No: ________ For the Contract between the City of Richmond and
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money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent. c. The sale, assignment, transfer or othe r disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or joint- venture or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
d. Only those persons and/or businesses whose names and resumés are attached to this Contract shall be used in the performance of this Contract. However, if after the start of this Contract, Contractor wishes to use sub-contractors, at no additional costs to the City, then Contractor shall submit a written request for consent to add sub- contractors including the names of the sub-contractors and the reasons for the request to the City Manager at least five (5) days in advance. The City Manager may consent or reject such requests in their sole and absolute discretion. e. Each sub- contractor shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance (as applicable) in reasonable conformity to the insurance carried by Contractor.
f. In addition, any tasks or services pe rformed 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 SCI Consulting Group
Contract No: ________ For the Contract between the City of Richmond and
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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 s hall 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, Contra ctor 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.
SCI Consulting Group
Contract No: ________ For the Contract between the City of Richmond and
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c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor. d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.
Contractor agrees to abide by the terms and conditions of said policies.
16. INTEGRATED CONTRACT :
The Recitals and exhibits are a material part of this Contract and are expressly incorporated herein. This Contract represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Contract will be effective only by written execution signed by both the City and Contractor.
17. CONFLICTING PROVISIONS:
In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Condition as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.
18. FORCE MAJEURE :
Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.
19. CONFLICT OF LAW:
This Contract shall be interpreted under, and enforced by the laws of the State of SCI Consulting Group
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California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.
20. CLAIMS:
Any claim by Contractor against City hereunder shall be subject to Government Code §§ 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.
21. INTERPRETATION:
This Contract shall be interpreted as if drafted by both parties.
22. WARRANTY:
If any product is be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purpose(s). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.
23. SEVERABILITY:
In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.
24. AUTHORITY:
City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that they are duly authorized to enter into and execute this Contract on behalf of Contractor, SCI Consulting Group
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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 obligationto 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.
SCI Consulting Group
Contract No: ________ For the Contract between the City of Richmond and
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EXHIBIT E
SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable, otherwise please state “NONE”):
SCI Consulting Group
None
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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 requirementsdepend 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
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The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.
ϯ͘ 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.
ϰ͘ 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)
SCI Consulting Group
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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:
SCI Consulting Group
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 1 of 4
Revised: September 2011
In all instances where a CONTRACTOR or its representatives will be conducting business and/or providing services, the City requires the following MINIMUM insurance requirements and limits.
CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, employees or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.
CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery. CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.
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) including coverage for bodily and personal injury, property damage, and products and completed operations.
2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto)
3. Original and Separate Additional Insured Endorsemen ts 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 th e State of California including Employer’s Liability coverage.
5. Original and Separate Waiver of Subrogation for Workers’ Compensation and Builder’s Risk/ Course of Construction Insurance.
6. Builder’s Risk/Course of Construction insurance covering all risks of loss less policy exclusions when the City of Richmond has a financial interest in the property. – (Only required for Construction Contracts involving property)
7. Contractor’s Pollution Liability ( if applicable for Construction Contractors) 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 Self- Insure, 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” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61
.
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 2 of 4
Revised: September 2011
PROJECT COST R EQUIRED LIMIT
$0 - $5 million $2 million p/o
$5 million - $10 million $5 million p/o
Over $10 million $10 million p/o
Fireworks $5 million p/o
General Liability
(primary and excess limits
combined)
Includes coverage for bodily injury, personal injury, property damage and products and completed operations. The policy shall not exclude coverage for XCU perils (explosion, collapse, or damage to underground property).
If the policy includes a general aggregate, either the general aggregate shall apply separately to this project, service or location or the minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate limit).
Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.
Builders’ Risk/Course of
Construction – Covers property
under construction, repair or
renovation as well as equipment
and materials to be installed.
(Only required for Construction
Projects involving property and
equipment installation.)
Coverage shall include all risks of direct physical loss, excluding earthquake, for an amount equal to the full completed value of the covered structure or replacement value of alterations or additions, including soft costs and business interruption.
If the project does not involve new or major reconstruction, an Installation Floater may be acceptable. For such projects, a property installation floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken or destroyed during the performance of the Work, including during transit, installation and testing at the City of Richmond’s site.
The City of Richmond shall be named as loss payee as its interest may appear. The insurer shall waive all rights of subrogation against City.
Contractor’s Pollution Liability (if
applicable)
Protects against:
unexpected/unintended release of
pollution resulting from contractors
covered operations such as:
HVAC, paving, carpentry, pipeline
& tank installation, drillers,
remediation contractors,
maintenance, mechanical,
demolition, excavation, grading,
street/road construction,
residential & commercial builders.
Same limits as General Liability.
Required Policy Conditions
A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.
Additional Insured Endorsement Applicable to General Liability Coverage.
The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured, including but not limited to bodily injury, deaths and property damage or destruction arising in any respect directly or indirectly in the performance of this contract.
ISO form CG 20 10 (11/85) or its equivalent is required. The endorsement must not
exclude products and completed operations
coverage. If it does, then CG 20 37 (10/01) is also required. ___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 3 of 4
Revised: September 2011
Additional Insured Endorsement
(continued)
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.
Waiver of Subrogation
Endorsement Form
Contractor’s insurer will provide a Waiver of Subrogation in favor of the City for Workers Compensation and Builder’s Risk/ Course of Construction coverage during the life of this contract.
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Deductibles and Self-Insured
Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At the option of the City either the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City or the CONTRACTOR shall procure a financial guarantee in an amount equal to the deductible or self-insured retention guaranteeing payment of losses and related investigations, claims administration and defense expenses.
Contractor is responsible for satisfaction of the deductible and/or self-insured retention for each loss.
Loss Payable Endorsement (only
required when Builder’s Risk
and/or Course of Construction
Insurance is required.)
Applicable to Builder’s Risk/Course of Construction naming the City of Richmond as Loss Payee.
SURETY BONDS
(If a Public Works/Engineering
Project)
The Contractor shall provide:
1. A Bid bond
2. A Performance Bond
3. A Payment Bond
Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverages and cover those insured in the underlying policies.
Claims-Made Policies
If any insurance policy is written on a claims-made form: 1) the retroactive date must be shown, and must be before the date of the contract or the beginning of contract work. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3) If coverage is canceled or non- renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, the Contractor must purchase an extended period coverage for a minimum of five (5) years after completion of contract work.
Subcontractors
CONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review and approval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein.
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.
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 4 of 4
Revised: September 2011
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.
Friday, June 5, 2026
Submitted via Email
[email protected]
Mubeen Qader, Deputy Director of Finance
City of Richmond
450 Civic Center Plaza
Richmond 94804
Re: Strategic Communications Services regarding Ballot Measure Feasibility
Dear Mubeen:
Thank you for our discussion last week and for the opportunity to submit this proposal to support your efforts to explore the feasibil ity of a future ballot measure for the City of Richmond. Our team of CliffordMoss, EVITARUS, and SCI Consulting Group looks forward to partnering with you! The following is a short proposal outlining our capabilities and general approach.
Our team brings together three complementary firms with a shared commitment to helping communities succeed at the ballot. SCI Consulting Group, California's leader in Proposition 218- compliant funding measures, has guided over 30 0 successful fees, taxes, and assessments for public agencies statewide. CliffordMoss is a seasoned strategic communications and ballot measure consulting firm with a strong record of wins across the Bay Area and Contra Costa County, including Sales Tax Measure A for Oakland, Meas ure N for San Ramon, and Measure O for Walnut Creek. EVITARUS brings more than 20 years of public opinion research expertise, helping cities and counties across California secure voter support for revenue enhancements. Together, we know how to craft strategy, build community support, and deliver results when it matters most.
No two communities are alike, and we don't treat th em that way. We listen closely and design our approach to reflect the unique needs, prioriti es, and political landscape of each client and community we serve.
Our passion is helping strengthen our communities— one project at a time. We are eager to bring our experience and energy to the City of Richmond.
Sincerely,
John Bliss, President
SCI Consulting Group
About CliffordMoss
Firm Information: Our key company information is as follows:
CliffordMoss, LLC Primary Contact:
5111 Telegraph Avenue, No. 307 Tom Clifford, Principal, Oakland, CA 94609 Cell: 510-847-7155
Firm Structure: LLC – Limited Liability Company Email: [email protected] 510- 907-3195 / [email protected]
Founded in 2012 (14 Years in Business)
At CliffordMoss, our passion is building better communities by providing expertise and guidance in stakeholder engagement, political navigation, and strategic communications. We are committed to collaborative, creative, and customized client service. And because everyone has a unique story to tell, we've dedicated our firm to helping clients tell their stories in a way that attracts lasting support.
We have worked successfully alongside local publ ic agencies and elected officials throughout the Bay Area, including in Contra Costa County.
Our team is driven by three core principles:
YOUR community is unique ◆◆ Listening is a lost art ◆ People support what they help create We use these principles to help you tell your unique story in an honest and compelling way. We use them to help you engage, listen , and build relationships - one conversation at a time. Most importantly, we use them to help you see opportunities through a win-win lens, so you inspire others to rise and champion your cause from the outside in. This is how we help you win in a genuine way, reflecting your unique story.
About EVITARUS
EVITARUS is a full-service, public opinion research firm that delivers actionable data and strategic advice to public agencies, ballot measur e campaigns, community-based organizations, foundations, advocacy coalitions, news organizations, universities, businesses, and other policy stakeholders.
For more than 20 years, our researchers have been conducting public opinion research on behalf of cities, counties, special districts, and other public , philanthropic, and corporate clients to inform public policy and strategic decision-making. This includes assisting scores of cities and counties throughout California in securing voter support for revenue enhancements.
Our mission is to illuminate, elevate, and amplify the voices of everyday people so that they have a voice in the decisions that impact their quality of life.
Our services include:
• Multi-lingual online surveys, random-digit-dial (RDD) and listed sample telephone surveys, text, and mail and intercept surveys, with specific expertise in conducting research among California voters;
• Multi-lingual focus group and IDI research, online and in-person; • Languages supported: English, Spanish, Mandarin, Cantonese, Korean, Japanese, Vietnamese, Tagalog, Farsi, Armenian, Khmer, Russian, and other languages. • Statistical analysis;
• Community participatory research; and
• Strategic consulting.
Our working style is fast-paced, highly responsive, collaborative, and consultative. We will bring the full range of our knowledge, expertise, and experience to bear on the research to be conducted.
About SCI Consulting Group
Established in 1985, SCI Consulting Group is a recognized public finance and urban economic consulting firm serving public, nonprofit, and private-sector organizations. We leverage our extensive experience to provide sound technica l and practical advice supported by principled research and analysis. SCI Consulting Group pr ovides comprehensive services in a manner that limits the time and resources of our clients.
SCI Consulting Group assists publ ic agencies with implementing revenue measures to secure comprehensive funding for operations and maintena nce, services, and capital improvements. We work primarily in the areas of flood control, park s and recreation, landscape and lighting, mosquito and vector control, cannabis, homelessness and ho using, schools, and fire protection. SCI also provides support for both balloted and non-ball oted revenue approaches to storm drainage and water quality.
As California's leader in local Proposition 21 8-compliant funding measures, SCI guides clients through the entire balloting process, including fu nding options and feasibility planning, community polling, Engineer's/Fee/Rate studies, community outreach, ballot design, printing, and mailing, tabulation, and beyond. Our unmatched record of winning ballot measures for essential local government services gives you confidence as we assist you through this process from start to finish.
2. Our Team
Our team is well-suited to help you achieve your electoral goals. Together, we have decades of experience in all aspects of helping communities pr epare for and pass local ballot measures. Here is more about us:
Tom Clifford, CliffordMoss Founding Principal. Tom is a seasoned political and election strategist with significant experience engaging and leading complex, diverse, must-win projects in the public arena. Tom graduated from UC Berkel ey, worked in the State Capitol and served as a CORO fellow before completing a joint degree in law at UC Berkeley and public policy at Princeton University. He later practiced public law and liti gation at Bingham McCutchen in San Francisco for six years before moving into political consulting with a leading California firm and forming CliffordMoss in 2012 with partner Bonnie Moss. Tom enjoys tackling thorny political issues that tap his political strategy and legal expertise. He has guided winning campaigns across California, including many in the Bay Area and in Contra Costa County. Tom lived in Latin America for several years, speaks Spanish and Marathi (in addition to English) and has extensive experience guiding
projects with multi-cultural and multi-lingual compo nents. Tom grew up in Chico and now lives in Oakland with his wife and three children.
CliffordMoss SUPPORT TEAM. CliffordMoss employs a boutique team of professionals with expertise in community organizing, communicat ions, online and social media expertise, media relations savvy, multi-lingual experience, and extensive print/production/direct mail capabilities.
John Bliss, President. John continues to lead SCI Consulting Group as California's premier firm for public agency revenue mechanism implementat ion and administration. John has led the development and implementation of over 30 0 Proposition 218-compliant fees, taxes, and assessments – more than all other engineers in California, combined. John has a passion for the local community and for effective, progressive public policy, which motivates his work at SCI and is demonstrated through his service with a variety of volunteer organizations in Oakland. John graduated from Brown University with a Bachelor of Science Degree in Engineering, and holds a Master's Degree in Civil Engineering from the Un iversity of California, Berkeley, where he was a Regent's Scholar. He is a licensed professional Civil Engineer in the State of California.
Rodrego Byerly is the Founder and Chief Executive Officer . He has more than 25 years of public policy, research management, strategy, and inve stment banking experience. Mr. Byerly has executed research spanning a range of issues, in cluding safety, housing, economic development, legacy planning, digital assets, mental health, sports and play, youth community engagement and mentorship, youth activity centers, senior services, civic engagement, and transportation. Mr. Byerly is a member of AAPOR. Mr. Byerly earned a Master's degree in Public Administration at Columbia University, and a Bachelor's degree in Economics and Government at Dartmouth College.
Dr. Shakari Byerly is Managing Partner and the Director of Polling & Research. A political scientist and public policy researcher , Dr. Byerly has more than 25 years of experience, having conducted extensive polling and research across the country. Dr. Byerly is a skilled and experienced focus group moderator and survey research methodolog ist. Dr. Byerly designs and conducts public opinion research encompassing a broad range of issues, including local ballot measures, marketing and public outreach, public infrastructure an d services, community safety, mental health, healthcare, housing, development, parks and recreation, youth and senior wellness, education, play and sports, open space, research to inform beha vioral change (social marketing), nutritious food, transportation, and natural resource conservation. Before joining EVITARUS, she served as a Senior Vice President at FM3 Research. Dr. Byerly is a prominent member of American Association for Public Opinion Research (AAPOR), which is the worldwide professional organization of public opinion and survey research professionals, including members from academia, media, government, nonprofits, and private industry. She holds positions on AAPOR's Strategic Planning Committee and Executive Leadership Nominating Committee. Dr. Byerly is a National Academies of Sciences Ford Foundation Fellow. Her scholarly work has appeared in the Journal of Urban Affairs and the Journal of the Center for Policy Analysis and Research . Dr. Byerly has also served as a Reviewer for Public Opinion Quarterly . Dr. Byerly earned a Ph.D. and a Ma ster's degree in Political Science at UCLA, a Master's degree in Public Policy at th e UCLA Luskin School of Public Affairs, and a Bachelor's degree in Government at Dartmouth College.
3. References
City of Oakland | Government| Alameda Co.
Bradley Johnson, Director of Finance, 510-238-2220
2014 10 yr. Parcel Tax and Parking Tax WIN (77% YES)
2020 $148 20 yr. Parcel Tax for Parks WIN (68.08% YES)
2022 $850M Facilities Bond | Tax Rate: $71 per $100,000 | WIN (75.33% YES) 2024 $198 9yr. Parcel Tax WIN (70% YES)
City of San Ramon – Contra Costa Co.
Steven Spedowfski, City Manager, 925-973-2632 / cell: 925-733-9772 Scott Knoll, Assistant City Manager, 925-973-2651 / cell: 916-838-4227 2024 1-cent Sales Tax WIN (56% YES)
*Provided public engagement/information-only services only
City of Walnut Creek – Contra Costa Co.
Dan Buckshi, City Manager, 805-305-5372
Betsy Burkhart, Communications and Outreach Manager, 925-404-4994 2022 0.5% Sales Tax | WIN (65.05% YES)
*Provided public engagement/information-only services only
City of San Leandro – Alameda Co.
Eric Engelbart, Deputy City Manager, 510-577-3391 / cell: 805-637-5263 2020 Property Transfer Tax increase to $11 per $1,000 Property Tax WIN (53.28% YES) 2024 Feasibility Work on a Potential Revenue Measure – City chose NOT to go to the ballot in the end. *Provided public engagement services/information-only services only
Additional references available upon request.
4. Project Approach
As we begin our work, FIRST, we will make the time to listen to you. At CliffordMoss, we believe LISTENING is a lost art. Many firms will come in and tell you exactly what you should do without getting to know who you are and what makes your city unique. We won't do that. We will sit with you – and others you think we can learn from, including your city manager and city staff leadership team, mayor and councilmembers, and other key communicators until we understand you, your needs, and the conditions that you believe will drive success in today's election environment.
We will proceed along deliberate tracks using pr oven tools to navigate the way forward and this project may include two phases:
PHASE 1: Feasibility, Strategic Electoral Planning, Financial Analysis and Early Listening PHASE 2: Public Education and Ba llot Measure Preparation (TBD – Depending on the Results of Phase 1)
Here, in greater detail, is what you can expect from our team as we help you prepare for success:
Phase 1: Feasibility
Public Opinion Polling Support . We understand you have already had some discussions with EVITARUS. Great! We work well with EVITARUS and support the feasibility research process.
Political Analysis. One of CliffordMoss' most importan t responsibilities in the Phase 1 process is to analyze and anticipate with you the political terrain ahead to help you navigate the future successfully. No tw o communities are the same. We will work with you to conduct a series of political diagnostic exercises to improve our collective understanding of your political playfield and dynamics.
Listening Strategy. We deliberately make time to listen and learn from those most likely to influence the outcome of your measures. By employing our proven diagnostic tools, including opinion leader interviews and stakeholder meetings (whether in-p erson, via zoom technology, or conference call), we are better able to understand your stakeholders, and, most importantly, get an early understanding of your voters (the ultimate decision makers in the exercise ahead). We will also look at more recent political or electoral events, including high-visib ility Contra Costa County and/or statewide revenue measures.
Our early Phase 1 Feasibility work together prov ides the CLARITY needed to navigate the way forward. As we move through early listening, includ ing polling and other strategic communications work, we will always refer back to the revealing data, letting the evidence tell us where to go next. This is why we resist making judgments on what will or wo n't work until we have concluded all aspects of early feasibility work.
Baseline Survey Research
We propose to conduct a multi-modal (telephone and online) baseline survey of up to 500 City of Richmond voters in English and Spanish ( "Baseline Survey"). The Baseline Survey would enable the city to assess voter sentiment toward the pote ntial ballot measure (the "Potential Ballot Measure" or "PBM").
x A Baseline Survey of this size is associated with a margin of sampling error (MOE) of ±4.38% at the 95% confidence level and would provide for statistically reliable estimates of public opinion among key demographic and geograph ic subgroups reflecting the communities of the city.
x This would enable segmentation of result s by supervisorial district, age, gender, race/ethnicity, and psychographics such as perceptions of City's performance in key areas, tax sensitivity, and funding priorities.
SWOT ANALYSIS: Strengths, Weaknesses, Opportunities & Threats
STRENGTHS
WEAKNESSES
OPPORTUNITIES
THREATS
We envision that the Baseline Survey would cover a ra nge of topics to be determined by City Staff.
Some potential topics from which City Staff could select might include:
x The overall direction of the city and economic climate; x Attitudes toward the City's job performance across key areas; x Overall levels of support and opposition to a PBM based on the proposed PBM title and summary;
x Funding priorities;
x The correlation between how voters view key issues facing the City and how those sentiments might inform funding priority preferences and willingness to support a tax increase; x Reactions to information about the benefits of the PBM, including the City's rationale for advancing the PBM, as well as concerns that might underlie opposition or hesitancy to support; and
x How additional information about the bene fits and potential drawbacks may impact levels of support and opposition.
Baseline Survey Research Parameters
The Baseline Survey will include the following parameters:
x Mixed-Mode: Live-telephone interviewing and online surveying x Languages: English and Spanish; and
x Length: The Baseline Survey will take th e average respondent up to twenty (20) minutes to complete.
The Survey Research Process includes:
x Participating in project meeting(s) to assess key objectives and issues to be explored; x Designing the survey sampling plan and obtaining the Survey Sample; x Developing the Survey questionnaire (the "Survey Questionnaire") and translating the Survey Questionnaire (the "Translated Survey Questionnaire"); x Programming the Survey for administration;
x Administering the Survey to the full list of potential respondents; x Data processing; and
x Analyzing, reporting, and presenting the Survey results.
Upon conclusion of the Survey Research, Client will receive the following deliverables (the "Survey Research Deliverables" ):
x Participation in project planning meeting(s);
x The Final Survey Questionnaire and the Translated Survey Questionnaire; x Topline survey results (the survey questionnaire completed with the response code selection percentages) (the "Survey Results");
x Cross–tabulated results (responses to every question in the Survey, broken down by demographic, geographic, and attitudinal subgroups of the population); x A summary presentation or memorandum of Survey Results; and x Presentation of Key Findings to stakeholders as determined by Client.
There are 3 possible outcomes of the Feasibility Phase:
◆ BEST: PROCEED TO BALLOT. Feasibility is present. Continue to get "election ready." ◆ PROCEED WITH CAUTION. Some but not all signs of feasibility are present. In this case, we may move forward; however, we may face some tough decisions to stay in alignment with what we know your City of Richmond voters will support.
◆ STOP – REGROUP. If significant risks emerge out of the Feasibility process, we will tell you so – even if it means telling you that your vision to go to the ballot is overly ambitious and more time is needed to prepare your community for electoral success.
If feasibility is determined and the evidenc e shows the ballot measures are winnable, our process continues…
PHASE 2: Public Education and Ballot Measure Preparation In Phase 2, our goal will be to get you "election-ready." Expect the following:
1. STRATEGIC CONSENSUS AS WE BEGIN PHASE 2 – i.e., internal team agreement about where we stand, what package and schedule we're aligning with, and which election we're targeting. There is a particular science to the work we do. Armed with results and data from Phase 1, the CliffordMoss team helps you plan for a Phase 2 effort that helps you build the public awareness and interest you'll need for the future.
2. EFFECTIVE STAKEHOLDER ENGAGEMENT, MESSAGING & INFORMATIONAL OUTREACH.
We employ messaging strategies to engage vo ters and stakeholders in compelling, memorable ways. We help you take the time to listen and le arn from those most likely to influence the outcome of your election. PROVEN STRATEGIES we use (especially with voters!) to engage, listen, educate, and build awareness include:
"Outbound" Public Information & Communications Support. We will review your existing communications operation at the city with a strate gic lens to identify op portunities for improving educational impact; rapid-response capabilities/res ults; reaching additional audiences; engaging grassroots organizations and leaders to partic ipate in the discussion thro ugh micro-networks; and customizing communications tools to facilitate more participation in the conversation, especially at the ground-community level.
CliffordMoss has many proven tools in our communications "tool kit", including strategies to hold down costs while communicating effectively in a robust public outreach plan:
x Opinion leader and stakeholder work.
x public meetings (virtual if necessary).
x city-sponsored informational outreach.
x Direct mail.
x Traditional media.
x Web / online / social media.
x Messaging around key specific stakeholders.
x messaging around key specific stakeholders.
3. WORK WITH YOU TO EFFECTIVELY PACKAGE YOUR MEASURE. We will work with you to complete the following ballot measure preparation essentials:
x Collaborate with you, your city attorney, and other consultants on final ballot package components.
x Finalize core messaging (we know the words and format that work with best with voters!) x Prepare your ballot language, including the all-important 75-word Ballot Question x Provide input to/support your city attorney and/or city clerk, and the County Registrars of Voters (ROV) to ensure that your ballot measure package filed is the right package for electoral success.
x Provide guidance on media efforts to help position the city effectively. x Provide ongoing strategic counsel to help you navigate the political terrain.
PHASE 3: CAMPAIGN WINDOW
TIMELINE: 88-DAY CAMPAIGN WINDOW
During the 88-day election window, state law requ ires a complete separation between the agency (in this case the City) and an ad vocacy campaign established for the purpose of passing a local revenue measure. Please note, with increasing frequency, our team is working more and more with cities on "information-only". However, there are cases where we offer full-service campaign capabilities later to an independent campaign committee, and in that case, we sever our relationship with the city and pivot to providing for an independent campaign client:
x Campaign strategy – including campaign plan, targeting, and messaging creating the blueprint for guiding your campaign to victory – informed by your research results and public engagement process.
x Campaign organizational development capabilities (Every community is unique!) x Tools and systems for fundraising and budget planning and management. x A full spectrum of mail/print and digital services – e.g., concept development, copywriting, design, and full production/delivery coordination.
x Community coalition building and endorsement strategies/systems. x Scripts and messaging for phone-banking and other voter contact efforts. x Grassroots field strategies for intensive voter mobilization services. x Volunteer recruitment, training, management, and recognition services. x Voter data tracking systems and capabilities, including Get Out the Vote services. x Media relations, including crisis management, if needed.
5. Our Commitment to You
Our team will work with you to make prudent, smart decisions that position you effectively. YOU will always be in the driver's seat about all budget-related decisions. Our management plan focuses on YOU and YOUR needs.
People Support What They Help Create . We believe in building a community conversation infrastructure where the solution (i.e., ballot meas ure, etc.) is built in by the community alongside City of Richmond leadership and expertise.
Effective use of TIME to meaningfully communicate with various stakeholders is valuable in enabling you to both calibrate your communications and create streamlined methods of sharing information to use resources wisely.
6. Cost Proposal
Our fee structure is designed to allow us to bring the very best strategic guidance to you to achieve YOUR strategic and electoral objectives. Our clients tell us the investment in in our team is well worth it, given our record of doing the job once, doing it right, and getting it done.
CliffordMoss Strategic, EVITARUS, and SCI Consulting Group Phase 1 Flat Fee: $97,000
This fee proposal includes all costs for overall project management, baseline survey, strategy work, and core team meeting participation and/or facilitation.
CliffordMoss Strategic, EVITARUS, and SCI Consulting Group Phase 2 Flat Fee: $150,500
This Phase 2 fee and program proposal includes tw o direct mailers, a digital education outreach program, direct texting, a tracking poll and addit ional consulting services (including ballot measure preparation) as you inform and educate your co mmunity about a potential measure and shape the measure for a final vote on a ballot resolution from your City Council in late July, 2026.
7. Thank You
Thank you for the opportunity to submit this proposal for the City of Richmond. We are eager to work with you. Our experience across the state on hundreds of ballot measures, as well as our knowledge navigating political success in Bay Area and communities close to yours in Contra Costa County has prepared us well to serve you in the important work ahead.
On behalf of our entire team, we appreciate the opportunity to submit this proposal and we hope you share our enthusiasm for letting us tell your story.