CITY OF RICHMOND
STANDARD CONTRACT
Department: City Project Manager:
City Project Manager E-mail: City Project Manager Phone No:
Vendor No: Contract No:
Description of Services:
The parties to this STANDARD CONTRACT do mutually agree and promise as follows:
1. Parties. The parties to this Contract are the City of Richmond, a municipal corporation (“the City”), and the following named Contractor:
Contractor Name:
Street Address:
City, State, Zip Code:
Contact Person:
Telephone: Email:
Business License No:
☐ A California corporation, ☐ limited liability corporation ☐ general partnership, ☐ limited partnership, ☐ individual, ☐ non-profit corporation, ☐ individual dba as [specify:] ____________________ ☐ other [specify:] _______________________________
2. Term. The effective date of this Contract is _______________________ and terminates _________________ unless terminated earlier as set forth herein.
3. Payment Limit. City’s total payments to Contractor under this Contract shall not exceed $______________ (“Contract Payment Limit”) unless a Contract Amendment has been approved by the City Council or City Manager. If this amount includes a contingency, Contractor acknowledges that any use of such contingency shall be for work beyond the original scope of services and requires prior written authorization by the City. If noted below, Compensation for work done under this Contract, shall not exceed as follows:
FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________ FY _________ total compensation shall not exceed $_________________
4. Contractor’s Obligations. Contractor agrees to perform all work at its own cost and expense, to furnish all labor, tools, equipment, materials, except as otherwise specified, in accordance with the Service Plan set forth in Exhibit A, attached hereto and incorporated herein.
5. City Obligations. City shall make payments to the Contractor in accordance with the Payment Provisions set forth in Exhibit B, attached hereto and incorporated herein.
6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C), attached hereto and incorporated herein.
7. General Conditions. This Contract is subject to the General Conditions (Exhibit D), which are attached hereto and incorporated herein.
8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any), which are attached hereto and incorporated herein.
9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F), which are attached hereto and incorporated herein.
10. Sanctuary City Compliance Statement. This Contract is subject to the Sanctuary City Compliance Statement (Exhibit G), which is attached hereto and incorporated herein.
11. Signatures. These signatures attest the parties' agreement hereto:
CITY OF RICHMOND,
a municipal corporation [BUSINESS NAME]
(* The Corporation Chairperson of the Board, President, or Vice President should sign below)
By: _________________________ By: ___________________________ Title: ________________________ Title: __________________________ Date Signed: _________________ Date Signed: ___________________
I hereby certify that this Contract (* The Corporation Chief Financial Officer or Assistant has been approved by City Council Treasurer, or Secretary or Assistant Secretary should or the City Manager. sign below)
By: _________________________ By: ___________________________ City Clerk Title: __________________________
Date Signed: ____________________
Approved as to form:
(NOTE: Pursuant to California Corporations Code Section By: _________________________ 313, if Contractor is a corporation or nonprofit organization, City Attorney this Contract (1) must be signed by (a) the Chairperson of the Board, President, or Vice-President and (b) the
Chief Financial Officer or Assistant Treasurer, or
Secretary or Assistant Secretary)
LIST OF ATTACHMENTS:
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
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]:
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
EXHIBIT B
PAYMENT PROVISIONS
1. COMPENSATION TO CONTRACTOR:
a. Provided Contractor is not in default under this Contract, Contractor shall be compensated in the manner set forth herein.
b. All payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photocopying, meals and travel, etc.). Invoices shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request.
c. All City vendors receiving new contracts shall sign up to receive electronic payments through the City’s Automated Clearinghouse (ACH) payments service/provider.
2. SUBMISSION OF INVOICES:
Contractor shall submit timely invoices by email to
[email protected] and/or to the following address:
Attention: City of Richmond Finance/Account Payable
Project Manager: _______________________
P.O. Box 4046
Richmond, CA 94804
3. All invoices that are submitted by Contractor shall be subject to the approval of the City Project Manager, _______________________, before payments shall be authorized.
a. The City will pay invoice(s) within 45 days after completion of services to the City’s satisfaction. The City shall not pay late fees or interest.
b. All appropriate permits, certificates, and licenses, including a City business license shall be obtained and maintained for the duration of this Contract before any payment is authorized.
4. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract is executed by the City. The insurance coverage required by this Contract shall be maintained by Contractor for the duration of this Contract and must be in place before any payment is authorized.
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
EXHIBIT C
AUTHORIZED REPRESENTATIVES AND NOTICES
1. All required written notices shall be delivered: (i) by hand; or (ii) sent by registered, express, or certified mail, with return receipt requested or with delivery confirmation requested from the U.S. postal service; or (iii) sent by overnight or same day courier service at the party’s respective address listed in this Section.
2. Each notice shall be deemed to have been received on the earlier to occur of:
actual delivery or the date on which delivery is refused; or three (3) days after notice is deposited in the U.S. mail or with a courier service in the manner described above (Sundays and City holidays excepted).
3. Either party may, at any time, change its notice address (other than to a post office box address) by giving the other party three (3) days prior written notice of the new address.
4. All notices, demands, requests, or approvals from Contractor to the City shall be addressed to the City at:
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Email: ________________________________________________
5. All notices, demands, requests, or approvals from the City to Contractor shall be addressed to Contractor at:
Attn:
Email: ________________________________________________ Contract No: ________ For the Contract between the City of Richmond and
_____________________________
EXHIBIT D
GENERAL CONDITIONS
1. INDEPENDENT PARTIES:
Contractor hereby declares that Contractor is engaged as an independent business and Contractor agrees to perform the services as an independent contractor.
The manner and means of conducting the services and tasks are under the control of Contractor except to the extent they are limited by statute, rule or regulation and the express terms of this Contract. No civil service status or other right of employment will be acquired by virtue of Contractor’s services. None of the benefits provided by the City to its employees, including but not limited to unemployment insurance, workers’ compensation plans, vacation and sick leave, are available from the City to Contractor, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any compensation due to Contractor. Payments of the above items, if required, are the responsibility of Contractor.
2. TIME IS OF THE ESSENCE:
Contractor and the City agree that time is of the essence regarding the performance of this Contract.
3. STANDARD OF CARE:
Contractor agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals or service Contractors, as applicable, in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City.
4. IMMIGRATION REFORM AND CONTROL ACT (IRCA):
Contractor assumes all responsibility for verifying the identity and employment authorization of all of its employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state rules and regulations. Contractor shall indemnify, defend, and hold the City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Contractor.
5. NON-DISCRIMINATION:
Consistent with the City’s policy and state and federal law that harassment and discrimination are unacceptable conduct, Contractor and its employees, contractors, and agents shall not harass or discriminate against any job applicant, City employee, or any other person on the basis of any kind of any statutorily (federal, state or local) protected class, including but not limited to: race, religious creed, color, national origin, ancestry, Contract No: ________ For the Contract between the City of Richmond and
_____________________________
disability (both mental and physical) including HIV and AIDS, medical condition (e.g. cancer), genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, pregnancy, political affiliation, military and veteran status or legitimate union activities. Contractor agrees that any violation of this provision shall constitute a material breach of this Contract.
6. CITY PROPERTY:
a. Each and every report, draft, work product, map, record, applicable plans, drawings, calculation, data, specification, video, graphic, or any other material or document produced, prepared or caused to be prepared by Contractor pursuant to or in connection with this Contract shall be the 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.
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. If supplemental examination or audit of the Records is necessary due to concerns raised by the City’s preliminary examination or audit of records, and the City’s supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of this Contract or failure to act in good faith, then Contractor shall reimburse the City for all reasonable costs and expenses associated with the supplemental examination or audit.
8. PERMITS AND LICENSES:
Contractor, at its sole expense, shall obtain and maintain during the term of this Contract, all appropriate permits, certificates and licenses, including a City business license, required in connection with the performance of the services and tasks hereunder.
The failure to obtain such permits and licenses shall be a material breach of this Contract and grounds for immediate termination by City; provided, however, that City may waive the business license requirement in writing under unusual or extraordinary circumstances without necessitating any modification of this Contract to reflect such waiver.
9. TERMINATION:
a. Termination Without Default. Notwithstanding any provision herein to the contrary, the City may, in its sole and absolute discretion and without cause, terminate this Contract at any time prior to completion by Contractor of the project or services hereunder immediately upon transmission of written notice to Contractor as provided in Exhibit C “Authorized Representatives and Notices”.
b. Termination in the Event of Default. Should Contractor fail to perform any of its obligations hereunder, within the time and in the manner provided or otherwise violate any of the terms of this Contract, City may immediately terminate this Contract by giving written notice of such termination, stating the reasons for such termination. Contractor shall be compensated as provided in Exhibit B; provided, however, there shall be deducted from such amount the amount of damage, including attorney's fees, expert witness fees and costs, if any, sustained by City by virtue of Contractor's breach of this Contract. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.
10. CONFLICT OF INTEREST:
Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §§ 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under Contract No: ________ For the Contract between the City of Richmond and
_____________________________
this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.
11. HOLD HARMLESS:
a. To the fullest extent permitted by law, Contractor shall indemnify, defend (with counsel acceptable to the City) and hold harmless the City, its City Council, boards, commissions, officials, employees, agents and volunteers (“Indemnitees”) from and against any and all loss, damages, liability, obligations, claims, suits, judgments, costs and expenses whatsoever, including attorney’s fees and costs of litigation (“Claims”), arising from or in any manner connected to Contractor’s performance of its obligations under this Contract or failure to comply with any of its obligations under this Contract or out of the operations conducted by Contractor even if the City is found to have been negligent. If the Claims filed against Indemnitees allege negligence, recklessness or willful misconduct on the part of Contractor, Contractor shall have no right of reimbursement against Indemnitees for the costs of defense even if negligence, recklessness or willful misconduct is not found on the part of Contractor. Contractor shall not have any obligations to indemnify Indemnitees if the loss or damage is found to have resulted solely from the negligence or the willful misconduct of the City. The defense and indemnification obligations of this Contract are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Contract.
b. This indemnification obligation shall survive this Contract and shall not be limited by any term of any insurance policy required under this Contract; provided however, that if this Contract is for design professional services, this indemnity provision is limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional (as defined in California Civil Code section 2782.8).
12. LIMITATIONS UPON SUBCONTRACTING AND ASSIGNMENT:
a. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.
b. Contractor shall not assign, sublease, hypothecate, or transfer this Contract, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of the City Manager. Contractor shall submit a written request for consent to transfer to the City Manager at least thirty (30) days in advance of the desired transfer.
The City Manager or their designee may consent or reject such request in their sole and absolute discretion. Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for Contract No: ________ For the Contract between the City of Richmond and
_____________________________
money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent.
c. The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or joint- venture or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
d. Only those persons and/or businesses whose names and resumés are attached to this Contract shall be used in the performance of this Contract. However, if after the start of this Contract, Contractor wishes to use sub-contractors, at no additional costs to the City, then Contractor shall submit a written request for consent to add sub- contractors including the names of the sub-contractors and the reasons for the request to the City Manager at least five (5) days in advance. The City Manager may consent or reject such requests in their sole and absolute discretion.
e. Each sub-contractor shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance (as applicable) in reasonable conformity to the insurance carried by Contractor.
f. In addition, any tasks or services performed by sub-contractors shall be subject to each provision of this Contract. Contractor shall include the following language in their Contract with any sub-contractor: “Sub-Contractors hired by Contractor agree to be bound to Contractor and the City in the same manner and to the same extent as Contractor is bound to the City.”
g. The requirements in this Section 12 shall not apply to persons who are merely providing materials, supplies, data or information that Contractor then analyzes and incorporates into its work product.
13. SAFETY:
a. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor will be solely and completely responsible for conditions of all vehicles owned or operated by Contractor, including the safety of all persons and property during performance of the services and tasks under this Contract.
Contractor shall assume sole and complete responsibility for the safety of Contractor's employees and any of subcontractor's employees This requirement will apply continuously and not be limited to normal working hours. In addition, Contractor will comply with all safety provisions in conformance with U.S. Department of Labor Occupational Safety and Health Act, any equivalent state law, and all other applicable Contract No: ________ For the Contract between the City of Richmond and
_____________________________
federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Contract. Where any of these are in conflict, the more stringent requirements will be followed. Contractor’s failure to thoroughly familiarize itself with the aforementioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein.
b. Contractor will immediately notify the City (in no event less than 24 hours) of any incident of death, serious personal injury or substantial property damage that occurs in connection with the performance of this Contract. Contractor will promptly submit to the City a written report of all incidents that occur in connection with this Contract. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Contractor’s employee(s) involved in the incident; (iii) name and address of Contractor’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
c. Contractor acknowledges that the City shall have the right to impose, at the City’s sole discretion, requirements that it deems are necessary to protect the health and safety of the City employees, residents, and visitors. Contractor agrees to comply with all such requirements, including, but not limited to, mandatory vaccinations, the use of personal protective equipment (e.g. masks), physical distancing, and health screenings.
Contractor also agrees to make available to the City, at the City’s request, records to demonstrate Contractor’s compliance with this Section.
14. INSURANCE:
Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.
15. COMPLIANCE WITH ALL APPLICABLE LAWS:
a. During the term of this Contract, Contractor shall keep fully informed of all existing and future state and federal laws and all municipal ordinances and regulations of the City of Richmond which affect the manner in which the services or tasks are to be performed by Contractor, as well as all such orders and decrees of bodies or tribunals having any jurisdiction or authority over the same. Contractor shall comply with all applicable laws, state and federal and all ordinances, rules and regulations enacted or issued by the City. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50,
2.52, 2.56, and 2.60, if applicable.
b. Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor is required to provide the City with documents and information verifying its compliance with the Living Wage Ordinance. Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance as prescribed in § 2.60.070 of the Municipal Code.
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor.
d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.
Contractor agrees to abide by the terms and conditions of said policies.
16. INTEGRATED CONTRACT:
The Recitals and exhibits are a material part of this Contract and are expressly incorporated herein. This Contract represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Contract will be effective only by written execution signed by both the City and Contractor.
17. CONFLICTING PROVISIONS:
In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Condition as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.
18. FORCE MAJEURE:
Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.
19. CONFLICT OF LAW:
This Contract shall be interpreted under, and enforced by the laws of the State of Contract No: ________ For the Contract between the City of Richmond and
_____________________________
California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.
20. CLAIMS:
Any claim by Contractor against City hereunder shall be subject to Government Code §§ 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.
21. INTERPRETATION:
This Contract shall be interpreted as if drafted by both parties.
22. WARRANTY:
If any product is be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purpose(s). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.
23. SEVERABILITY:
In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.
24. AUTHORITY:
City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that they are duly authorized to enter into and execute this Contract on behalf of Contractor, Contract No: ________ For the Contract between the City of Richmond and
_____________________________
and shall be personally liable to City if they are not duly authorized to enter into and execute this Contract on behalf of Contractor.
25. WAIVER:
The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach. Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor’s performance, or payment therefore, or any combination of these acts, shall not relieve the Contractor’s obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.
26. COUNTERPARTS:
This Contract may be executed in any number of counterparts (including by fax, PDF, DocuSign, or other electronic means), each of which shall be deemed an original, but all of which shall constitute one and the same instrument.
27. SANCTUARY CITY CONTRACTING ORDINANCE (SCCO):
The Richmond Sanctuary City Contracting Ordinance No. 12-18 prohibits the City from granting and or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor must submit the Sanctuary City Compliance Statement, attached hereto as Exhibit G.
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
EXHIBIT E
SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable, otherwise please state “NONE”):
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
EXHIBIT F
INSURANCE PROVISIONS
☐ CHECK HERE IF RISK MANAGEMENT HAS APPROVED WAIVING INSURANCE REQUIREMENTS FOR THIS CONTRACT.
1. CERTIFICATES: Before the commencement of the terms of this Contract, and during the entire term of this Contract and any extension or modification thereof, Contractor shall furnish the City’s Risk Manager with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with coverage requirements set forth by the City and incorporated herein.
Such certificates, which do not limit Contractor’s indemnification, shall also contain substantially the following statement:
“Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the City of Richmond.
Attention: Risk Manager.”
Contractor shall maintain in force at all times during the performance of this Contract all appropriate coverage of insurance required by this Contract with an insurance company licensed to offer insurance business in the State of California with a current A.M. Best’s rating of no less than A:VII or Standard & Poor’s Rating (if rated) of at least BBB unless otherwise acceptable to the City. Contractor shall deliver updated insurance certificates to the City at the address set forth in Exhibit C prior to the expiration of the existing insurance certificate for the duration of the term of Contract.
Endorsements naming the City, its City Council, boards, commissions, officials, employees, agents, and volunteers as additional insured shall be submitted with the insurance certificates.
2. COVERAGE REQUIREMENTS: The City’s insurance requirements depend upon the type of service being provided and/or the provider. The City’s insurance requirements will fall into one of the following categories (unless otherwise provided by the City):
Consultants and Contractors – Type 1
Professional Services – Type 2
Environmental Risk/Hazardous Waste Material – Type 3
Lease of City Property – Type 4
Vendors, Suppliers, Small Grant Recipients & Nonprofit Organizations – Type 5 Transportation Providers – Type 6
Professional Services Pyrotechnics – Type 7
Cyber and I.T. Risks – Type 8
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.
3. FAILURE TO SECURE: If Contractor at any time during the term hereof should fail to secure or
maintain the foregoing insurance, the City shall be permitted to obtain such insurance in Contractor’s name or as an agent of Contractor and shall be compensated by Contractor for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.
4. SUFFICIENCY OF INSURANCE: The insurance limits required by the City are not represented as being sufficient to protect Contractor. Contractor is advised to consult Contractor’s insurance broker to determine adequate coverage for Contractor. The coverage and limits shall be (1) the minimum coverage and limits specified in this Contract; or (2) the broader coverage and maximum limits of the coverage carried by or available to Contractor; whichever is greater.
INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)
P
ROPOSAL TO PROVIDE AN
Assessment of Mental Health Resources and
Community-Based Support Services for Individuals
and Families Experiencing Crisis Situations
PRESENTED TO THE
City of Richmond
Fe
bruary 23, 2026
Health Management Associates, Inc.
2501 Woodlake Circle
Suite 100
Okemos, MI 48864
(517) 482-9236
HealthManagement.com
__Exhibit A
Table of Contents
A. Cover Letter ......................................................................................................................
B. Services Methodology ..................................................................................................... 1 Understanding of Project Purpose ............................................................................................ 1 Overall Methodological Framework .......................................................................................... 1 Phase 1: Discovery (April 2026) ................................................................................................ 2 Inventory of Existing Mental Health Services .......................................................................... 2 Phase 2: Inventory (May–June 2026) ......................................................................................... 4 Crisis Mental Health and Trauma Response Assessment ....................................................... 4 Phase 3: Engagement (June–August 2026) ................................................................................ 5 Community Engagement and Stakeholder Input .................................................................... 5 Phase 4: Synthesis (August–September 2026) .......................................................................... 8 Gap Analysis and Needs Assessment .................................................................................... 8 Phase 5: Recommendations (September–October 2026) ........................................................ 10 Development of Recommendations and Implementation Considerations ............................. 10 Project Management, Schedule, and City Staff Coordination ................................................... 11 C. Staffing, Experience, and Qualifications .......................................................................... 12 Firm Experience and Relevant Project History ......................................................................... 12 Key Personnel and Assigned Roles ......................................................................................... 13 Organizational Structure and Staffing Model ........................................................................... 15 Subcontractors ..................................................................................................................... 15 References ............................................................................................................................ 16 D. Cost Information ............................................................................................................ 18 E. Assignment of Subcontract(s) ......................................................................................... 20 F . Previous Contracts with the City of Richmond .................................................................. 21 G. Exceptions to the RFP ..................................................................................................... 22 H. Statement of Impartiality and Disclosure ........................................................................ 23 Appendix A. Staff Resumes ................................................................................................. 24 Appendix B. Required Forms ............................................................................................... 41 __Exhibit A
A. Cover Letter
February 23, 2026
Michael Romero
Program Manager
Richmond City Hall
450 Civic Center Plaza
Richmond, CA 94804
De
ar Mr. Romero:
Health Management Associates, Inc. (HMA) is pleased to submit our proposal to the City of Richmond to provide an assessment of mental health services in response to your RFP.
Founded in 1985, HMA is a leading independent, national research and consulting firm that provides technical assistance and training, facilitation and strategic planning, research and evaluation, policy development and recommendations, technical report writing, and analytical services with a focus on improving the administration and delivery of public health, healthcare, and social services programs. HMA’s team includes approximately 635 consulting colleagues and 890 total employees across all HMA companies, who have provided services in all 50 states, the District of Columbia, and several US territories.
HMA’s closest office to Richmond is our Bay Area office, located at 1212 Broadway Plaza, Suite 2100 (Offices #9, #30), Walnut Creek, CA 94596.
HMA’s work is grounded in a robust understanding of publicly financed behavioral health systems, the intersection of city and county roles, and the operational realities of crisis response, safety-net service delivery, and community-based care. Across engagements, HMA emphasizes equity-centered analysis, trauma-informed approaches, and decision-ready recommendations that are feasible within local governance and fiscal constraints. HMA has extensive experience conducting:
Mental health and behavioral health system assessments, including crisis continuum mapping, gap analyses, and capacity assessments Public-sector and municipal engagements, particularly in environments where cities must navigate county-led behavioral health systems Community-based and equity-centered work, incorporating lived experience, culturally responsive practices, and cross-sector stakeholder engagement __Exhibit A
Our proposed team members have recent experience with a host of reforms underway in California’s behavioral health system, including:
Transition from the Mental Health Services Act to the Behavioral Health Services Act, which reallocates roles and responsibilities along the continuum of care Revisions to the state’s crisis response system and 988 to make it more responsive and efficient
Reforms to coverage, payment, and allowable services and providers under CalAIM, including Enhanced Care Management
Evaluation of school-based services expanded under the Children and Youth Behavioral Health Initiative, including systems change related to equitable access, workforce and provider credentialing, and fiscal reimbursement Design and delivery of evidence-based practices through BH-CONNECT, California’s new platform for targeted technical assistance for behavioral health professionals
Moreover, all team members regularly participate in projects and initiatives that involve engaging communities with lived experiences; actively listening to community concerns, suggestions, and recommendations to inform quality improvement and shape program planning; and guiding groups of various sizes, often with different points of view. Beyond the listening and data collection aspects of stakeholder engagement, we offer facilitation expertise to solve problems, build consensus, and resolve conflicts within and among stakeholders.
HMA has reviewed and understands all elements of this RFP. HMA intends to perform the services outlined in the city’s RFP.
HMA intends to enter into an agreement under the terms and conditions prescribed in the city’s RFP, the RFP’s insurance requirements, and the RFP’s sample service agreement.
All prices included in this proposal are valid for at least 180 days.
For questions relating to this proposal, please contact Sharon Bunyard, director of proposals, at [email protected]. For contracting matters, please contact Becky Pasch, director of contracts, at [email protected]. You can reach all HMA departments at 517-482-9236. As chief administrative officer, I am authorized to bind HMA contractually with this bid.
We are excited about the prospect of working with the City of Richmond and are confident that HMA will provide exemplary service on this project. Thank you for the opportunity to bid on this very important work. We look forward to your decision.
Sincerely,
Ke
lly Johnson
Chief Administrative Officer
__Exhibit A
1 B. Services Methodology
Understanding of Project Purpose
There is a clear consensus across sectors—government, healthcare, education, public health, housing/homelessness—that equitable access to quality, responsive mental health is a critical component to quality of life, affecting community health and wellness, economic development, housing security, and public safety. The pandemic laid bare pre- existing systemic inequities in all these areas, showcasing the disproportionate adverse and intersectional effects for underserved and high-risk populations.
The resulting reforms to California’s behavioral health system have changed nearly every aspect, including institutional roles and responsibilities, coverage and eligibility, prioritized populations of focus, workforce staffing and training requirements, reimbursement and financing mechanisms, and linkages to housing and other “upstream” social drivers of health. The simultaneous rollout and implementation of so much statewide change poses serious challenges in terms of both personal navigation of complexity and the ability of local officials to make strategic decisions about where and how to focus.
We applaud the City of Richmond’s willingness to fund a process designed to thoughtfully and intentionally assess the factors and opportunities conducive to:
Improving access to mental health services
Addressing key barriers to care (e.g., cost, coordination, and cultural competence) Enhancing cross-sector and interagency coordination and outreach Strengthening crisis response, especially trauma-related incidents Health Management Associates, Inc. (HMA) will provide data-informed recommendations to guide actionable local decisions about resource allocation, oversight, continuous improvement, partnerships, and collaboration. We are committed to identifying the most critical service gaps by age, geography, and special populations. HMA will also guide the City of Richmond on where and why to focus city efforts within a behavioral health continuum of care that has reallocated institutional roles and responsibilities. Lastly, HMA will showcase the opportunity levers for city-led, coordinated improvement within a largely county-run and operated behavioral health ecosystem.
Overall Methodological Framework
As shown in Exhibit 1, HMA envisions the project proceeding through five key phases: (1) Discovery, (2) Inventory, (3) Engagement, (4) Synthesis, and (5) Recommendations. In each phase, the type and nature of the data analyzed vary, but the overall framework is organized to ensure a clear process toward the development of five deliverables:
1. Summary of existing mental health service infrastructure (Discovery)
2. Gap analysis and needs assessment report (Inventory)
3. Summary of findings from community engagement (Engagement)
4. Gap analysis (Synthesis)
5. Recommendations for service enhancement, policy development, and funding strategies (Recommendations)
__Exhibit A
2 A final report with an executive summary and formal presentation will be presented upon completion of all five phases
Exhibit 1. Phases
A
s detailed below, HMAs’ methodology will align with and reinforce three key principles:
1. Equity-Centered: Placing marginalized communities at the heart of design and research, with an asset-based model of community engagement
2. Trauma-Informed: Focusing on the safety, trust, and prevention of re- traumatization by understanding how past experiences shape current behaviors
3. Community-Focused: Prioritizing local community needs in the design of suggestions for improvement
Phase 1: Discovery (April 2026)
Inventory of Existing Mental Health Services
In Phase 1, HMA will review existing data and reports, such as the City of Richmond’s 2023 Community Needs Assessment Report, the 2025 Contra Costa Community Health Assessment, and the draft 2026 Contra Costa Behavioral Health Services Act (BHSA) Integrated Plan. However, the bulk of Phase 1 will center on conducting an inventory of available mental health services in the City of Richmond, spanning provider types, levels of care along the mental health continuum, and priority populations. The inventory will support planning, gap analysis, and policy decision-making by focusing on four key design principles:
1. Thorough yet Appropriately Scaled – Reflective of current service availability and system conditions while avoiding unnecessary detail or complexity
2. Continuum -Based – Designed around levels of care and service functions to provide a holistic view of the system rather than funding or program silos Discovery
Review extant data
and context
Inventory
Understand needs,
gaps, and priorities
Engagement
Learn and listen
from local voices
Synthesis
Triangulate data
across methods
Recommendations
Provide actionable
next steps
Focus
Understanding the current state and
context of MH services in Richmond
Key Activities
Examine publicly available data
Review existing reports, evaluations,
and policies
__Exhibit A
3 3. Provider/Funding Neutral – Inclusive of public, nonprofit, private, and county-operated services, including city leaders, county behavioral health departments, community-based providers, hospitals, federally qualified health clinics, law enforcement, child welfare, schools, and trusted community leaders
4. Structured for Reuse – Designed with standardized data elements and consistent definitions to support automation and reliable annual comparisons We will collaborate closely with the city to define the scope of services included in the inventory and establish clear criteria, classified into a standardized continuum of care, and developed to ensure consistency across providers and geographies. HMA will tag each service by operating entity, allowing the City of Richmond to understand who provides care (public, county-operated, nonprofit, private/for-profit, etc.). Exhibit 2 illustrates a high-level overview of the mental health data inventory process:
Exhibit 2. Mental Health Data Inventory Process
Identify
and Review
•County Behavioral Health – Contracted providers, utilization rates, the BHSA Integrated Plan
•Managed Care – Provider directories, beneficiary handbooks, community investments
•Crisis System – Rosters, mobile crisis logs, etc.
Standardize
and Classify
•Develop a data dictionary of available and appropriate fields •Tag entries by geography, referral, and/or provider type •Classify entries by age and special populations/diverse cultures Validate
•Cross-check duplicate providers
•Validate service categorization using licensing and program descriptions •Conduct limited outreach to confirm service existence, level of care, service offerings, and availability/capacity
__Exhibit A
4 Phase 2: Inventory (May–June 2026)
Crisis Mental Health and Trauma Response Assessment
In Phase 2, HMA will assess the City of Richmond’s existing crisis response systems. HMA will examine how individuals, families, and communities who are experiencing acute mental health crises—and community-wide traumatic events—are currently supported, how systems function together in practice, and where breakdowns in access, coordination, and communication occur. HMA will develop an inventory of existing services and supports that are available across the full continuum of care serving city residents, with particular attention to how systems operate (or may fail to operate) across jurisdictional boundaries.
HMA will examine the roles, responsibilities, and coordination mechanisms among city departments most directly involved in crisis response, focusing on how different departments identify, triage, and respond to crises; how information is shared during and after crisis events; and how the city coordinates internal resources during both individual and community-wide crisis events.
Given Contra Costa County’s central role in behavioral health service delivery, HMA will also assess how city-based crisis response efforts interface with county-operated systems, including 988 crisis services, mobile crisis response, crisis stabilization, and specialty mental health services. We will evaluate referral pathways, handoffs, escalation protocols, and follow-up processes, with attention to where city authority, county responsibility, and service delivery expectations may be misaligned or unclear.
HMA will further inventory and assess community-based crisis supports available to Richmond residents, including community-based organizations, peer-delivered supports, crisis lines, and culturally specific resources. This review will focus on availability and accessibility, including hours of operation, eligibility requirements, language capacity, and alignment with trauma-informed principles.
A core component of the assessment will be to evaluate the extent to which Richmond’s crisis response system reflects trauma-informed best practices (see Exhibit 3), particularly for individuals with histories of trauma, co-occurring conditions, housing instability, or justice involvement.
Focus
Summarize existing mental health service
and crisis response infrastructure
Key Activities
Identify key gaps in access,
coordination, communication, and
outreach
__Exhibit A
5 Exhibit 3. Best Practices for Crisis Response
We w
ill also examine how the city and its partners respond to incidents involving community-wide trauma, such as critical incidents, violent events, or other crises that affect neighborhoods or populations collectively. The assessment will move beyond descriptive mapping to identify systemic gaps and operational barriers, including, but not limited to:
Gaps in response coordination. Mapping where coordination breaks down across city departments, between city and county systems, and between public systems and community-based providers
Barriers to timely access. Assessing barriers that delay or prevent timely access to appropriate crisis response, including limited service availability, restricted hours, eligibility constraints, workforce capacity issues, and gaps in after-hours or weekend response
Communication and outreach challenges. Evaluating how crisis services are communicated to the public, frontline responders, and referral partners, including awareness of 988, mobile crisis services, and community-based supports HMA will synthesize findings from the assessment into a summary that describes (1) how Richmond’s crisis response system functions today; (2) where trauma-informed practices are strong and where they are limited; (3) what coordination, access, and communication gaps affect crisis response today; and (4) which priority issues require further exploration and validation in Phase 3 (Engagement).
Phase 3: Engagement (June–August 2026)
Community Engagement and Stakeholder Input
Phase 3 will ensure that our final report and recommendations reflect the priorities and aspirations of the diverse set of stakeholders (lead institutions, service providers, and consumers) impacted by access to equitable, high-quality mental health services in the City of Richmond.
We have premised our approach to community engagement on the belief that meaningful, authentic, and actionable solutions exist in communities. We must surface these Safety
•Use of non-law
enforcement
r
esponses
Choice
•Follow up and
c
ontinuity of care
Trust
•Use of peers and
people with lived
ex
perience
Collaboration
•Decision
protocols on
resource
deployment
Focus
Listening to and learning from local
stakeholders and key consitituencies
Identifying community priorities for
system improvement
Key Activities
Conducting key informant
interviews, listening sessions,
and focus groups
__Exhibit A
6 perspectives through equitable, culturally responsive, and inclusive engagement strategies. We will ensure our findings are grounded in how those on the front lines of service delivery and those with lived experience have ample opportunities to express their needs, aspirations, and priorities.
Exhibit 4 illustrates our intended methodology for stakeholder engagement activities, which we can modify as needed:
Exhibit 4. Methodology for Stakeholder Engagement
In
terviews with Key Informants
HMA will conduct eight key informant interviews (typically with one to two participants) with important institutional leaders in the larger mental/behavioral health ecosystem.
These leaders will include representatives from the four City of Richmond departments we feel are most central to improving mental health services and crisis response. Each department contributes in a distinct and essential way:
Children’s Services – Focuses on mental health access, referrals, and linkages to city programs and community youth-serving organizations Public Safety – Brings the perspectives of law enforcement, fire, paramedics, and other emergency first responders
Community Crisis Response Team – Leads the organization and coordination of crisis response systems and responders
Community Services – Connects mental health to the social drivers of health and other “upstream” factors, including employment, transportation, and neighborhood safety
We plan to conduct interviews with representatives from Contra Costa County Behavioral Health, both from the Mental Health Services and the 988 Crisis Response divisions; managed care plans responsible for mild-to-moderate mental health (i.e., non-specialty mental health), such as Contra Costa Health Plan and/or Kaiser Permanente; and the Interviews with Key
Informants (8)
•City Departments
•Children's Services
•Community Crisis
Response Program
•Community Services
•Public Safety
•County Behavioral Health
•Mental Health Services
•988 Crisis Services
•Managed Care Plans
•Contra Costa County
Office of Education
Listening Sessions with
Service Providers and
Mental Health Clinical Staff
(5)
•Community-Based
Organizations and
Nonprofits
•Hospitals and Federally
Qualified Health Centers
•County Behavioral Health
Clinics
•Private Practice Licensed
Clinicians
•West Contra Costa Unified
School District
Focus Groups with
Individuals with Lived
Mental Health Experience
(4)
•Youth/Adolescents
•Adults
•Older Adults
•Family
Members/Caregivers
__Exhibit A
7 Contra Costa County Office of Education, which plays a lead role in expanding access to preventive and mild-to-moderate mental health services for children and youth.
With these institutional stakeholders, we will use a semi-structured interview protocol to guide our interactions, encourage candor, and elicit creative input and problem-solving.
HMA will develop interview guides with relevant questions and provide the guides to interviewees in advance of interviews.
Listening Sessions with Service Providers and Mental Health Clinical Staff HMA will hold five listening sessions (ideally in person but can be done virtually to facilitate scheduling) organized around the different key categories of behavioral health service provision:
Community-based organizations and nonprofits providing behavioral health services to clients, often tied to prevention, early intervention, and outpatient services
Hospitals and federally qualified health centers serving clients with behavioral health needs in healthcare settings
County behavioral health clinics, of which there are two in San Pablo, providing behavioral health to youth and adults
Private practice licensed clinicians offering therapeutic and other mental health services, often for defined subpopulations or specific mental health conditions West Contra Costa Unified School District, which oversees school-based mental health staff in public schools, including wellness centers and contracted community-based organizations providing mental health services for school-age children and youth
These listening sessions will focus on understanding key issues and opportunities involved in the design and delivery of mental health services for different Richmond populations and constituencies. Listening sessions may include multiple providers at a time, making them akin to focus groups (see below). However, the primary difference is to engage service providers in conversation about the data gaps and needs identified during Phases 1 (Discovery) and 2 (Inventory).
In addition, we will use the listening sessions to help recruit focus group participants with lived experience. Prior experience has shown us that recruiting county residents is aided by collaborating with community-based organizations (nonprofits, advocacy groups, faith- based organizations) to help disseminate information about input opportunities and to convene individuals already served by these local actors.
Focus Groups with Individuals with Lived Mental Health Experience HMA will conduct four in-person focus groups (each consisting of six to 10 individuals) lasting 60 to 90 minutes each, with City of Richmond residents representing the intended beneficiaries of mental health services:
Adolescents and Youth (ages 14–25) Adults (ages 26–59)
Older Adults (age 60 and over) Family Members and Caregivers __Exhibit A
8 Two HMA team members with extensive backgrounds in mental health will support each focus group, including facilitation and note-taking. HMA will develop structured focus group guides and will share these with the City of Richmond, incorporating feedback and revisions prior to their use.
In our process of preparing for and facilitating focus groups, we will:
Develop lists of potential participants who are representative of the city’s racial, ethnic, cultural, and geographic diversity
Develop structured focus group guides, sharing them and the data collection tool with the city to incorporate feedback and revisions prior to their use Facilitate focus groups of residents, accommodating any language interpretation or communication needs of participants
Provide focus group participants with $40 gift cards for their opinions and experiences (four groups of up to 10 people x $40 = $1,600) Finally, we are extremely cognizant of the need to welcome populations with diverse support needs into focus groups and prepare them for participation in a way that makes them feel comfortable. We are accustomed to providing translation into languages other than English and other accommodations.
Phase 4: Synthesis (August–September 2026)
Gap Analysis and Needs Assessment
Building on the Discovery and Inventory phases, HMA will conduct a structured gap analysis to assess how well Richmond’s mental health and crisis response system meets community need. The analysis will examine the alignment between services and needs, capacity and demand, and equity of access, with focused attention on underserved populations and high-risk groups. HMA will synthesize quantitative data, system mapping, and qualitative insights from Phases 1 and 2, validating them through stakeholder engagement in Phase 3. The approach identifies where misalignments exist between community need and service delivery and clarifies the structural and operational factors driving those gaps.
Service Coverage vs. Community Need. HMA will assess whether the mix of services across the mental health and crisis continuum aligns with the types, severity, and drivers of need experienced by Richmond residents. We will evaluate coverage across prevention, crisis response, stabilization, and follow-up, examining whether services reflect how residents actually access care during crisis. We will identify gaps where services are missing, fragmented, or misaligned with patterns of need or trauma exposure.
Focus
Preparing a gaps analysis and needs
assessment report
Key Activities
Triangulating data to identify
cross-cutting themes
Prioritizing equity and access
gaps
__Exhibit A
9 Capacity vs. Demand. HMA will evaluate whether existing services have sufficient capacity to meet current and peak demand. We will review hours of operation, staffing and workforce constraints, surge capacity during high-acuity periods or community-wide incidents, and bottlenecks that delay response or increase reliance on higher-acuity settings. The focus is on functional capacity—whether services are available when and where crises occur.
Geographic, Cultural, Linguistic, and Affordability Gaps. HMA will assess equity of access by examining variation in service availability and usability across neighborhoods and populations. We will identify geographic gaps, limitations in culturally and linguistically responsive services, and barriers related to insurance status, eligibility requirements, or cost. We will treat services that exist but are not accessible to key populations as system gaps.
Gaps Affecting Priority Populations. Using this framework, HMA will identify gaps that disproportionately affect specific underserved populations (e.g., communities of color, those with limited English proficiency, homeless/unhoused individuals, etc.) and high-risk groups (e.g., individuals with serious mental illness, co-occurring conditions, repeated crisis episodes, justice involvement, or significant trauma exposure). For each population, we will assess whether gaps stem from access barriers, capacity constraints, cultural mismatch, or system navigation challenges.
We will further synthesize findings to identify cross-cutting system issues, such as city-county misalignment, overreliance on high-acuity responses, limited coordination and handoffs, and lack of shared accountability or data. As shown in Exhibit 5, HMA’s process for synthesizing data will run each implementation issue (e.g., equitable mental health access) through three aspects of prioritization (i.e., how urgent, how likely to produce an impact, and how feasible to implement).
Exhibit 5. Methodology for Synthesis to Reach Priorities (Example) City
Priority
Urgency
Impact
Feasibility
Equitable
Mental
Health
Access
__Exhibit A
10 Phase 5: Recommendations (September–October 2026)
Development of Recommendations and Implementation
Considerations
Phase 5 centers on developing key recommendations and a final report that brings together all the project’s data, areas of inquiry, and key findings. To guide the city, HMA also intends to categorize and cluster recommendations in relation to the four city departments identified in Phase 3 for engagement. For example, we will specify a recommendation on expanded mental health access or services to address the implementation for children and youth (Children’s Services), with attention to potential community-based supportive services (Community Services). Recommendations on enhancing the coordination of crisis response services will identify roles and responsibilities for first responders (Public Safety) in relation to the deployment of mental health professionals coordinated through the city’s Community Crisis Response Program.
HMA will also provide guidance and suggestions on how to leverage and/or braid different funding sources to support the implementation of recommendations tied to specific resident populations. For example, children and youth in Richmond can receive school- based mental health services through the Children and Youth Behavioral Health Initiative, get these reimbursed as part of the Multi-Payer Fee Schedule, and then be transitioned to county behavioral health under the Behavioral Health Supportive Services early intervention funds under the BHSA if higher level needs and greater severity warrant specialty mental health services.
HMA will develop a final report, inclusive of key findings and recommendations, for the city, along with an executive summary. We are committed to providing the City of Richmond with data-informed recommendations to guide actionable local decisions about resource allocation, oversight, continuous improvement, partnerships, and collaboration.
We will work closely with the city to incorporate edits, feedback, and additional comments during two rounds of drafting the summative report. HMA will present the report’s key findings and recommendations to the City Council at its October 2026 meeting.
Focus
Preparing summative recommendations
Developing and presenting a final report
Key Activities
Reaching consensus on
actionable improvements
Mapping out fiscal and
programmatic sustainability
__Exhibit A
11 Project Management, Schedule, and City Staff
Coordination
HMA will manage this project using a structured, collaborative approach designed to support timely delivery within the city’s anticipated six‑month work period while minimizing administrative burden on city staff. Michael Butler, project director, will serve as the city’s primary point of contact. He will be responsible for overall coordination, schedule management, internal quality control, and communication throughout the engagement.
The project will begin with a kickoff meeting during the Discovery phase to confirm scope, roles, communication protocols, and key milestones. HMA will maintain a detailed work plan aligned with the timeline (see Exhibit 6 below), deliverables, and decision points, allowing us to track progress consistently across all phases of work. HMA will hold internal coordination meetings regularly (biweekly) to monitor task completion, address risks, and ensure integration across service inventory, community engagement, analysis, and reporting activities.
Exhibit 6. HMA’s Proposed Work Plan with Timeline and Key Deliverables Phase 2026
APR MAY JUN JUL AUG SEP OCT
Discovery
Deliverable: Summary of Existing Mental
Health Infrastructure
Inventory
Deliverable: Gap Analysis and Needs
Assessment
Engagement
Deliverable: Summary of Findings from
Community Engagement
Synthesis
Deliverable: Gap Analysis
Recommendations
Deliverable: Recommendations for
Service Enhancements, Policy
Development, and Funding Strategies
City participation is anticipated during project kickoff. HMA will seek from the city confirmation of available data sources and contextual information; coordination support for community engagement activities, including scheduling with city departments and key institutional partners; and review of draft deliverables. HMA will lead all analytic, engagement, and documentation tasks and will provide concise status updates at monthly intervals to keep city staff informed of progress, upcoming activities, and any issues requiring input or direction.
__Exhibit A
17 Table of Contents
D. Cost Information ............................................................................................................ 18 E. Assignment of Subcontract(s) ......................................................................................... 20 F . Previous Contracts with the City of Richmond .................................................................. 21 G. Exceptions to the RFP ..................................................................................................... 22 H. Statement of Impartiality and Disclosure ........................................................................ 23 Appendix A. Staff Resumes ................................................................................................. 24 Appendix B. Required Forms ............................................................................................... 41 __Exhibit A
18 D. Cost Information
HMA proposes a total cost of $137,305, which includes $129,605 in labor costs, $6,100 in travel expenses, and $1,600 in participant incentives. This amount includes the complete cost of doing business with HMA, including indirect costs such as overhead, general, and administrative costs. HMA anticipates traveling on-site to conduct community engagement. Our proposed cost includes labor and expenses related to this anticipated travel.
Exhibit 7 breaks down the cost of our work, as described in our proposal, by project task.
Exhibit 8 shows a breakdown of the costs in the proposal by staff member.
Exhibit 7. Cost by Project Task
Project Task Cost
Phase 1: Discovery
Deliverable: Summary of Existing Mental Health Infrastructure $12,570 Phase 2: Inventory
Deliverable: Gap Analysis and Needs Assessment $22,420
Phase 3: Engagement
Deliverable: Summary of Findings from Community Engagement $48,890 Phase 4: Synthesis
Deliverable: Gap Analysis $20,990
Phase 5: Recommendations
Deliverable: Recommendations for Service Enhancements,
Policy Development, and Funding Strategies
$24,735
SUBTOTAL $129,605
Travel $6,100
Participant Incentives $1,600
TOTAL $137,305
__Exhibit A
19 Exhibit 8. Cost by Staff
Staff Hourly Rate Hours Total Cost
Michael Butler $425 91 $38,675
Reina Hudson $385 104 $40,040
Karen Hill $470 29 $13,630
Nick Williams $425 54 $22,950
Gabriel Velázquez $265 54 $14,310
TOTAL $129,605
__Exhibit A
20 E. Assignment of Subcontract(s)
HMA does not intend to subcontract any portion of this work. __Exhibit A
21 F . Previous Contracts with the City of Richmond
HMA has not worked directly with the City of Richmond.
__Exhibit A
22 G. Exceptions to the RFP
HMA does not take any exceptions to this RFP or the City of Richmond’s Standard Services Agreement.
__Exhibit A
23 H. Statement of Impartiality and Disclosure
HMA confirms that we are not currently, and will not, during the performance of these services, participate in any other similar work involving a third party with interests currently in conflict or likely to be in conflict with the City of Richmond’s interests. Additionally, HMA would disclose any pending or active investigations or litigation that may affect the reputation or ability of the proposer to carry out this project. __Exhibit A
24 Appendix A. Staff Resumes
The following pages include resumes for proposed staff. __Exhibit A
25 Michael Butler, MA
Associate Principal
Los Angeles, California
Relevance to this Engagement
Led focus groups and engagement of individuals with lived experience for California’s restructuring of crisis response and 988 services Led the community planning process for Ventura County as part of the development of a Behavioral Health Service Act Integrated Plan
Co-led the evaluation of California’s Children and Youth Behavioral Health Initiative for the multi-payer fee schedule workstream
Child and youth behavioral health strategy and planning, including:
o Developing strategic and sustainability plans for public agencies and nonprofit organizations
o Leading task forces and steering committees in tailored organizational development and planning efforts
o Orchestrating staff and community outreach to identify organizational strengths, weaknesses, and high-leverage opportunities for innovation Wrote strategic plans for county behavioral health departments and multiple medium and large nonprofit behavioral health organizations Developed a community health needs assessment in Imperial County involving the engagement and facilitation of 15+ stakeholder groups
Range of Experience
Community Engagement and Facilitation: Leading focus groups, community listening sessions, and other engagement efforts with organizational staff, partners, families, and direct service program beneficiaries. Facilitating multi-constituency groups through collaborative problem-solving tied to accelerating equity, using data for continuous improvement, and enhancing organizational culture and climate. Evaluation and Needs Assessment: Conducting program, impact, and mixed- method program evaluations. Employing action research and improvement science to leverage data to inform implementation in rapid cycles. Leading comprehensive assessments of community and organizational needs (e.g., community health assessments).
Strategy and Planning: Developing strategic and sustainability plans for public agencies and nonprofit organizations. Leading task forces and steering committees in tailored organizational development and planning efforts. Orchestrating staff and community outreach to identify organizational strengths, weaknesses, and high- leverage opportunities for innovation.
Systems Design and Policy Analysis: Assisting organizations with program design, system redesign, and the analysis of policies impacting equity, accountability, and sustainability. Advancing systems change through technical assistance, coaching, and advisement aligned with changes in federal and state policies. Leadership Development and Capacity Building: Providing coaching, professional development, and training to equip leaders with the skills and knowledge needed to implement data-driven decisions and realize the benefits of __Exhibit A
26 continuous improvement. Using adult learning theory to design training and technical assistance tied to building capacity among those charged with implementing new policies, practices, or change management initiatives.
Professional Experience
Health Management Associates, Inc., December 2019–present Developing strategic and sustainability plans for city, county, and state agencies, as well as nonprofits, school districts, and philanthropy
Conducting needs assessments, gap analysis, and asset mapping to inform planning and resource allocation
Facilitating collaborative problem-solving among leadership teams to enhance strategic alignment and organizational coherence
Designing and directing evaluation projects funded by state and federal grants, as well as locally funded projects and those receiving foundation support Leading community engagement efforts that collect an array of perspectives through key informant interviews, surveys, focus groups, and community listening sessions
Developing data collection tools, instruments, and other tools to assess organizational efficiency, effectiveness, and priorities Integrating health and human services in and through schools via structural support and strategic partnerships, as well as innovative finance solutions Providing targeted technical assistance and training to public and nonprofit leaders to guide systems change, align implementation efforts, and strengthen accountability and culture
NPO Solutions, Studio City, CA, Senior Consultant, August 2015–December 2019 Led strategy and capacity-building projects for nonprofit and public-sector clients Directed program evaluations and embedded evaluation metrics and accountability into strategic planning
Directed comprehensive needs assessments and evaluations of programs and interventions primarily focused on children, youth, and families Facilitated policymaking and linkages to research-based practices in a variety of strategic planning efforts, task forces, and committees Advised clients on assessment, metrics, dashboards, and other vehicles for formative data use, as well as on organizational accountability and building cultures of collaborative inquiry
Worked on projects involving public education, college and career readiness with higher education linkages (for both two-year and four-year public colleges and universities), community-based nonprofits, public-sector unions/employee associations, and nonprofit leaders and board members
Public Works, Inc., Pasadena, CA, Cofounder and Vice President, 1998–2015 Cofounded and led a nonprofit organization dedicated to utilizing data to improve the effectiveness of the public and nonprofit sectors
Designed and directed program evaluation projects in a wide array of public policy areas, primarily involving public education, workforce development, and intervention support programs for youth and families
__Exhibit A
27 Conducted instructional audits and needs assessments focused on school reform/turnaround initiatives, state and federal accountability and measurement, and philanthropic efforts to provide community health and wellness supports to children, youth, and families
Provided professional development, technical assistance, and coaching to educators, nonprofit leaders, and parent organizations
Evaluation and Training Institute, Culver City, CA, Senior Consultant, 1995–1998 Led a multiyear, mixed-method evaluation of school district reform centered on enhanced school autonomy and decentralization
RAND Corporation, Santa Monica, CA, Researcher, 1991–1995 Conducted research and policy analysis tied to shared governance and finance across levels of government
Professional Affiliations
Board Member, California Mathematics and Teaching
Board Member, Social Model Recovery Systems
Board President and Secretary, Learning Works Charter School Education
Executive Education Certificate, University of Southern California, Price Center for Social Innovation
Master of Arts, Political Science, University of California, Los Angeles Bachelor of Arts, Political Science, Occidental College __Exhibit A
28 Reina Hudson, MSW, LCSW
Senior Consultant
Sacramento, California
Relevance to this Engagement
Facilitated and led community and stakeholder focus groups, engaging individuals with lived experience, providers, and public-sector partners to surface service gaps, assess community needs, and inform actionable program and policy recommendations
Developed programs and provided administrative and clinical oversight of teams, coordinating client re-entry from crisis settings into the community, aligning services and supports, and providing follow-up care to promote stability and recovery
Advanced community engagement and contract execution by collaborating with diverse stakeholders, synthesizing community input, and translating insights into actionable recommendations
Provided clinical and administrative oversight of behavioral health programs, substance use disorder outpatient programs, and child welfare residential programs and services, ensuring alignment with clinical best practices, regulatory and contractual requirements, and organizational goals while supporting high- quality service delivery across diverse systems of care Range of Experience
More than 15 years of management experience with a demonstrated track record of leading teams to operational excellence
Experience in convening and facilitating community engagement focus groups to gather stakeholder input, evaluate community voices, and inform program and policy development
Experience designing and implementing programs with high clinical integrity to address the behavioral health needs of individuals, including the following:
o Individuals with severe emotional illness
o Individuals with developmental and physical health comorbidities Excellent interpersonal skills with a demonstrated track record of building relationships within the community and identifying key collaborative partners Fluent in California’s managed Medi-Cal models and California behavioral health systems of care
Professional Experience
Health Management Associates, Inc., July 2024–present
Provides research, technical assistance, policy analysis, and strategic planning support to organizations to achieve stated goals
Analyzes and researches potential problems to offer solutions and recommendations
Works with operational leaders to improve operational efficiencies __Exhibit A
29 Merakey Allos, Sacramento, CA, Adult Behavioral Health Executive Director, September 2018– June 2024
Strategized and identified business opportunities within diverse markets to promote organizational growth and enhance the service delivery system o Created program designs and developed proposals to obtain new business in counties with and without a demonstrated business presence Oversaw all adult behavioral health services within the state of California o Ensured compliance with state, local, federal, contract, and payer requirements
o Ensured financial goals were attained and sites were prepared for program audits
Directed, managed, maintained, and monitored clinical services o Provided clinical leadership in the development and delivery of modalities, policies, procedures, and the most effective treatment standards Collected and interpreted statistical information to monitor program trends and performance
UnitedHealthcare Group, Sacramento, CA, Director of Clinical Operations, County Administrator, September 2017–September 2018
Identified opportunities to expand services and functioned as a subject matter expert in developing an organizational strategic plan to expand the health plan community presence and increase growth within California Advised on and ensured care coordination and contract compliance with internal departments and functional areas to ensure compliance with all contracts and governmental regulations
Provided education and training to community and plan partners regarding service delivery and barriers/access to care
California Health and Wellness, Sacramento, CA, Director of Service Coordination, February 2017–September 2017
Strengthened community relationships through targeted engagement strategies, stakeholder collaboration, and clear communication that aligned community needs with organizational goals
Provided leadership in community engagement by guiding outreach efforts, fostering trust with community partners, and supporting equitable participation across diverse groups
Identified, established, and maintained relationships with key leaders from designated counties and identified opportunities for enhancing partnerships to promote the collaboration of innovative programs and enhance the service delivery system
Provided supervision and maintained responsibility for the oversight of all memoranda of understanding between the health plan and county behavioral health departments, public health departments, regional centers, and school- based services within California
Ensured health plan community presence and membership growth throughout California
__Exhibit A
30 Demonstrated effective leadership and promoted health plan involvement in strategic initiatives and innovative pilot programs
Advised on and ensured care coordination and contract compliance with internal departments and functional areas
California Health and Wellness, Sacramento, CA, Manager of Community Programs, August 2015–February 2017
Developed and implemented strategies for engagement with community organizations to promote satisfaction with the health plan and improve the quality of relationships and the health plan’s reputation within counties of service Developed a program that monitored engagement and collaboration between the health plan and county entities/community-based organizations Developed and implemented an organization-wide plan for oversight of memoranda of understanding between county behavioral health departments and regional centers
Advised operational owners within the health plan regarding compliance with contract mandates
California Health and Wellness, Sacramento, CA, Manager of Case Management, November 2013–August 2015
Planned, assigned, and directed the administration of case management programs according to Medi-Cal guidelines
Provided clinical and administrative oversight of multidisciplinary teams consisting of nurses, behavioral health professionals, and paraprofessionals to ensure quality of care and access to services
Developed and evaluated the effectiveness of policies and procedures to ensure compliance with national Healthcare Effectiveness Data and Information Set (HEDIS) standards
Developed and implemented an organization-wide behavioral health integrated care model into existing case management programs to increase efficiency, quality of care, and compliance with contractual obligations
Held responsibility for compliance with National Committee for Quality Assurance guidelines and accreditation of newly developed case management programs Conducted interviews and hiring, provided monitoring and coaching, and released associates to make effective decisions regarding staff and personnel matters Health Net Federal Services, Rancho Cordova, CA, Manager of Disease Management, November 2010–November 2013
Planned, assigned, and directed the work of the behavioral health disease management programs in accordance with Tricare guidelines Provided clinical and administrative oversight of both professional and clinical staff Evaluated the effectiveness of policies and procedures, ensuring compliance with national HEDIS standards
Developed a clinical model of care that facilitated the engagement of veterans in their care
Oversaw biannual accreditation through the Utilization Review Accreditation Commission and the International Organization for Standardization __Exhibit A
31 Conducted trainings regarding best clinical practices to promote positive clinical outcomes
Conducted presentations to contractors regarding program service delivery Directed complex budget activities and made effective decisions regarding staff and personnel matters
Education and Licensure
Master of Social Work, University of Southern California Bachelor of Social Work, California State University, Long Beach Licensed Clinical Social Worker, State of California, 22389 __Exhibit A
32 Karen Louise Hill, PhD, ANP-C, MSN, RN
Principal
San Francisco, California
Relevance to this Engagement
Ability to engage community members from all backgrounds, including using trauma-informed care
Expert at developing, facilitating, and analyzing focus groups for all levels of organizations and communities (e.g., leading focus groups, community listening sessions, and other community-based data collection)
Experience in primary care direct services, integrated service design, complex care management, quality improvement, outreach and engagement to diverse and under-resourced communities, focus groups and strategic planning, crisis and emergency services, substance use disorder and medication-assisted treatment, and evaluation
Range of Experience
More than 30 years of experience in healthcare and the healthcare industry Over 20 years of experience in adverse childhood experiences (ACEs) and trauma- informed care (TIC) training, needs assessment, and implementation, providing training in various settings
Comprehensive experience in social and clinical practice initiative implementation and evaluation as it relates to organizational operations design, communications, training, and curriculum development
Facilitating and supporting strategic planning sessions for county and community agencies
Conducting community outreach to identify organizational strengths and weaknesses to assist with developing an organization’s strategic direction and management goals
Expertise in conducting program impact assessments using mixed-methodology quantitative and qualitative data
Teaching and training organizations and staff on SMART (specific, measurable, achievable, relevant, and time-bound) goals, Plan-Do-Study Rapid Cycles of Change, and quality improvement
Professional Experience
Health Management Associates, Inc., June 2015–present
Department of Health Care Services, Assertive Field-Based Services for Substance Use Disorder, 2025–present: Developing a case-based curriculum for an assertive field-based services (unhoused populations) organizational toolkit for California behavioral health organizations. Developing and executing a web-based training curriculum for staff and partnering with community-based organizations statewide.
__Exhibit A
33 Department of Health Care Services, Enhanced Care Management (ECM), 2021– present: Developed and executed the curriculum and training program for a mandated statewide California Medi-Cal reform program for enrolled health plans, counties, and community-based organizations that were providing services to marginalized residents. Developed the curriculum for a multicultural and diverse population of participants and recipients.
Los Angeles County Department of Health Services, Ambulatory Care Network, 2017–2022: Developed and executed the ECM training curriculum for complex care management and ECM staff. Provided coaching and mentoring for difficult case care conferences and during staff office hours.
Los Angeles County Department of Health Services (LACDHS), College of Nursing Allied Health (CONAH) Feasibility Study, 2019–2020: Advised LACDHS and CONAH leadership on expanding the ASN program to also offer a BSN degree.
Co nducted a market scan and comprehensive needs assessment of internal health staff nursing needs across acute, ambulatory, jail, rehab, and mental health settings. Reviewed CONAH faculty and staff skills gaps related to BSN requirements. Evaluated the curriculum, accreditations, and key stakeholder input.
Performed a SWOT (strengths, weaknesses, opportunities, and threats) analysis of strategies for establishing a BSN program. Reviewed licensing and legal issues related to the ASN to BSN transition. Conducted financial and technology gap analyses.
LACDHS, 2018–2019: Led a system-wide complex care management training for ambulatory care nurses to develop and enhance their leadership skills, critical thinking, and chronic disease expertise to effectively manage primary care patients with complex health, social, and psychological needs. This comprehensive, evidence-based, and culturally sensitive training also provided practical baseline training for immediate application in the clinical setting. Over 100 nurse care managers and their supervisors participated in the two-year project, with marked improvements in participants’ knowledge and skills, designed to support LACDHS’s efforts to achieve the Quadruple Aim.
LACDHS, Ambulatory Care Network: Developed and conducted quality improvement, patient engagement, and domestic violence training. Conducted an employee work environment survey, on-site interviews, workflow evaluations, and job description assessments.
Kaiser Foundation Health Plan: Designed a TIC training for allied health practitioners and special populations: the military, LGBTQIA, and disabled members.
Sacramento County, TIC Implementation Project: Providing TIC and crisis prevention/de-escalation techniques-based training to Sacramento County employees through an evidence-based, culturally responsive, and collaborative care management model.
Idaho State Delivery System Reform Incentive Payment Transformation Project:
Three-year rural health project that provided teaching, coaching, and mentoring to primary care clinics on National Committee for Quality Assurance and the Patient- Centered Medical Home. Developed and conducted trainings related to patient and staff engagement, social determinants of health, quality improvement, care management, and behavioral health integration.
__Exhibit A
34 MassHealth Nurse Practitioner (NP) Post-Graduate Residency Safety-Net Training Program: Developing an NP post-graduate residency learning collaborative and the application for the state’s first NP post-graduate training program.
Great Columbia Accountable Community of Health, Complex Care and TIC Training Project: Developed and deployed TIC training for complex care management and medication-assistance treatment.
Yakama Nation Behavioral Health, Yakima, Washington: Conducted trauma- informed and ACEs training in 2017 and 2019.
Yakama Nation Behavioral Health and Indian Health Services, Behavioral Health Integration Needs Assessment, Yakima, Washington: Conducted a behavioral health integration needs assessment in 2019. Washington Allied Health Center of Excellence, Yakima, Washington:
Conducted trauma-informed and ACEs training in 2018.
Health Improvement Partnership of Santa Cruz County: Conducted a two-day trauma-informed system of care and chronic pain management training for interprofessional healthcare providers and staff.
UCSF/Glide Health Services, Interim Vice President of Programs, 2014; Clinical Nurse Manager, 2004–2013; Director of Wellness Center; Director of Nursing Case Management and Care Transitions
Focused primarily on six areas:
Patient care and safety
Providing evidence-based, patient-centered care, innovations in care delivery, residencies and training programs for workforce development and pipeline, sustainability of the service model, staff and volunteer acquisition, retention, development, training, and team building
Work organization and clinic flow
Clinic operations
Health promotion activities
Developed interagency relationships and community alliances Glide Walk-In Center, Nurse, 2004–2005
Triage, assessment, diagnosis, referral of patients, and disease management Provided teaching and education materials for underserved and marginalized populations
Certifications and Professional Affiliations
TeamSTEPPS Master Trainer
AAACN Complex Care Management Certification
Six Sigma Green Belt
Nurse Practitioner American Association of National Certification Adolescent Health Certification, UCSF Pediatrics
Education and Licensure
Doctor of Philosophy, School of Nursing, Occupational and Environmental Health Nursing Program, University of California, San Francisco
__Exhibit A
35 Master of Science, Nursing, School of Nursing, University of California, San Francisco Bachelor of Science, Nursing, University of San Francisco Nurse Practitioner, NP #15458
American Association of National Certification, NP furnishing, current, #15458 Registered Nurse, RN #444077
Public Health Nurse, PHN #544407
__Exhibit A
36 Nicholas Williams, MPP
Associate Principal
Los Angeles, California
Relevance to this Engagement
Co-directed the development of the California 988-Crisis Five-Year Implementation Plan with the California Health and Human Services Agency, which included developing a statewide assessment of the crisis care continuum; a consumer- oriented, equity-driven stakeholder engagement report; and a series of 23 public statewide meetings and workgroups
Led a yearlong statewide technical assistance and training project for the California County Behavioral Health Directors Association to support local implementation of the Medi-Cal Mobile Crisis benefit and expansion of county-run mobile crisis services
Range of Experience
Consultant with 15 years of experience in community assessment and program evaluation, strategic planning, and program and operational development for community-based organizations and public agencies
Subject matter expertise in behavioral health, including 988 and mobile crisis response, and functional expertise in strategy development, qualitative and quantitative research, and public policy
Published author and writer on public policy, homelessness, philanthropy, and public health
Professional Experience
Health Management Associates, Inc., March 2021–present
Project managed the development of a state advisory group in Nevada focused on developing managed care strategies to increase access to system-involved youth and children with special behavioral health needs
Facilitated a multi-stakeholder process for the State of Hawaii to develop a transformation plan focused on the social determinants of health (including cross- sector stakeholder meetings, hospitals, housing partners, federally qualified health centers, and university and government partners)
Developed strategic plans for large community-based behavioral health providers, including Wellnest, Pacific Clinics, and the Child Guidance Center, as well as planning work for numerous California county behavioral health agencies, including Imperial County, Ventura County, Calaveras County, and Los Angeles County NPO Solutions, Los Angeles, CA, Independent Consultant, 2012–2021, Management Consultant, 2008–2012
Engaged public agencies and mission-driven nonprofit organizations focused on health and human services, particularly behavioral health, in organizational development activities that build sector capacity
__Exhibit A
37 Provided clients at various stages of the organizational life cycle with counsel and directed support on program and fundraising strategy, organizational management and board development, and communications and messaging Spearheaded multi-stakeholder needs assessments and developed strategic, operational, development/sustainability, and business/social enterprise plans University of Southern California, Center of Philanthropy and Public Policy, Los Angeles, CA, Associate Director, 2012–2020
Directed the operations and strategic initiatives of a university-based research center
Led the development of qualitative and quantitative research reports, case studies, and infographics on non-governmental strategy, leadership, decision-making, and private/public collaboration
Presented a paper on cross-collaborative projects at the White House Organized all center programs and learning events with foundations, including The Kresge Foundation, the Ford Foundation, and the Weingart Foundation, as well as scholars and other social sector leaders
Managed all center communications (press releases, quarterly newsletters, brochures, and special communications) and web and social media content Expanded the center’s brand from a regional to a national level Developed a fundraising campaign to catalyze a series of case studies highlighting the importance of foundation leadership in communities, raising more than $1 million in endowment to support developing these case studies DEMOS: A Network for Ideas and Action, New York, NY, Policy Analyst, Democracy Program Hippocrene Books, Inc., New York, NY, Editor, Foreign Language Minnesota House of Representatives, Minneapolis, MN, Legislative Research Assistant Selected Publications
Scaling Up: How Philanthropy Helped Unlock $4.7 Billion to Tackle Homelessness in Los Angeles, The Center on Philanthropy and Public Policy, 2019 (with J.M. Ferris).
Catalyzing Collaboration: The Developing Infrastructure for Federal Public Private Partnership, The Center on Philanthropy and Public Policy, 2014 (with J.M. Ferris).
A Scan of Foundation Grantmaking in Greater Los Angeles, The Center on Philanthropy and Public Policy, February 2014.
Offices of Strategic Partnerships: Helping Philanthropy and Government Work Better Together, The Foundation Review, Vol. 5, 2013 (with J.M. Ferris).
Philanthropy and Government Working Together: The Role of Offices of Strategic Partnerships in Public Problem Solving, The Center on Philanthropy and Public Policy, 2012 (with J.M. Ferris).
Education
Master of Public Policy, University of Southern California Bachelor of Arts, Sociology, University of Denver
__Exhibit A
38 Gabriel Velázquez, MPH
Consultant
Los Angeles, California
Relevance to this Engagement
Managed large-scale community engagement and planning processes in both Ventura and Imperial Counties tied to identifying and prioritizing systems improvements under the new Behavioral Health Service Act Led the coordination of municipal quality-of-life studies in underserved and marginalized communities to ensure the voices of people with lived experience were enlisted in the development of plans, policies, and practices Regularly conducts community needs assessments with individuals with lived experience, family members and caregivers, and direct service providers Range of Experience
Dedicated research professional with a background in program management and coordination
Focused on public health and effecting positive change within underrepresented communities
Experienced in research study coordination, including quality assurance, regulation adherence, and data management
Proficient with Microsoft Office, including Excel, and familiar with SPSS and electronic health record software
Fluent in English and Spanish
Professional Experience
Health Management Associates, Inc., May 2024–present
Manage and support multiple large-scale public health and human services initiatives, including strategic planning, community needs assessments, and cross- sector improvement efforts across California
Lead stakeholder engagement with public agencies, healthcare systems, and community-based organizations to support planning processes that advance population health, equity, and service coordination
Conduct mixed-methods research, including qualitative analysis, survey development, literature reviews, and community input synthesis, to inform recommendations and implementation strategies
Design and implement bilingual surveys and engagement tools using Qualtrics to capture resident experiences, service gaps, and priority needs across diverse communities
Analyze and manage complex datasets to produce needs assessment findings, strategic deliverables, and program evaluation products that inform funding priorities and long-term planning
Develop clear, audience-specific reports, presentations, and executive materials that translate data into actionable insights for clients, partners, and community stakeholders
__Exhibit A
39 Coordinate focus groups, interviews, convenings, and collaborative meetings, providing end-to-end logistical and facilitation support to ensure inclusive and effective participation
Collaborate with multidisciplinary teams to deliver community-informed planning resources that strengthen systems of care and improve access for historically underserved populations
Bienestar Human Services Inc., Los Angeles, CA, Research Coordinator, Estoy PrEParado/I’m PrEPared Project, March 2023–May 2024
Developed and delivered a comprehensive HIV education program to Latino men who have sex with men
Recruited and enrolled participants for the research study, ensuring adherence to informed consent processes and ethical considerations
Conducted routine quality assurance checks and monitoring to address any inaccuracies or issues during the study
Provided individual counseling services and connected participants with appropriate support services
Maintained confidential data and records, ensuring compliance with privacy regulations and facilitating program evaluation
California State University, Long Beach, Center for Health Equity Research, Long Beach, CA, Research Intern, Exploring Tobacco Exposure from Recreational Marijuana Study, January 2023– December 2023
Conducted literature reviews on tobacco cessation strategies and related public health topics to inform research design and support evidence-based interventions Assisted with manuscripts and grant writing, including preparing drafts Prepared graphs and tables in Microsoft Office software Assisted in developing quantitative data collection instruments Prepared summaries of data findings
Alta-Med Health Services, Los Angeles, CA, Health Education and Wellness Coordination Intern, June 2023–July 2023
Conducted wellness workshops, providing patients with evidence-based health information and practical tools for healthier living
Conducted outbound calls to connect patients with healthcare services and programs
Updated patient files and tracked enrollment status using an electronic health record system
California State University, Long Beach, Center for Latino Community Health, Evaluation, and Leadership Training, Long Beach, CA, Research Assistant, Eat, Play, Go! Integrated Transdisciplinary Research, Education, and Extension Project, August 2021–June 2023 Supervised a team of five health educators and support staff, providing training and guidance to ensure quality service delivery
Developed and delivered comprehensive health education programs on topics such as nutrition, physical activity, and disease prevention to Latino adults and youths ages 10 to 13
__Exhibit A
40 Collected demographic and baseline survey data as well as anthropometric measures from youth and adult participants who were part of a childhood obesity prevention intervention
Designed and developed a variety of culturally tailored research materials to support obesity prevention among participants
LGBTQ+ Center Long Beach, Long Beach, CA, Community Resource Navigator, Health Services Intern, September 2021–August 2022
Assisted the nurse practitioner and director of health services with updating client data regarding HIV/sexually transmitted infection (STI) testing services using an electronic health record system
Scheduled client appointments with the Health Services team and made reminder phone calls
Conducted quality control to ensure data were accurate and forms were filled out for clients with upcoming appointments
Greeted clients and responded to clients’ inquiries, requests, and issues in a timely, personable, and efficient manner to resolve any concerns Updated the community resource database to ensure all resources were inclusive and accurate
Provided clients with information on different services, including housing, STI/HIV testing, legal support, and mental health resources
Select Publications
Garcia, M., Luna, A., Velázquez, G., and Trinidad, P. “Eat, Play, Go! Integrated transdisciplinary research, education, and extension project to prevent Latino youth obesity.” Journal of Nutrition and Behavior 55, no. 7s (2023): 107–08.
Community Involvement/Board Affiliations/Membership in Professional Organizations LINK Fellowship, Center for Latino Community Health, Evaluation, and Leadership Training, August 2022–June 2023
ANDALE Fellowship, ANDALE Latino Research Training Program, Center for Latino Community Health, Evaluation, and Leadership Training, August 2021–May 2022 AIDS Walk Long Beach, November 2021
QFILMS Long Beach, September 2021
Education
Master of Public Health, Community Health Education, California State University, Long Beach
Bachelor of Science, Health Science, Community Health Education, California State University, Long Beach
Associate to Transfer Degree, Health Science, Long Beach City College CITI Certification, Collaborative Institutional Training Initiative __Exhibit A
41 Appendix B. Required Forms
Signed copies of the Vendor Sanctuary City Compliance Certification and Procurement- Disclosure Statement for LLC are on the following pages. __Exhibit A
CITY OF RICHMOND
Sanctuary City Compliance Statement
The undersigned, an authorized agent of Health Management Associates, Inc. (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”). Con tractor 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 vari
ety 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. “Ex treme 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 Cont
ract 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 en tity 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. Execu ted this 17 day of February 2026, at Okemos, Michigan.
Printed Name: Kelly Johnson Title: Chief Administrative Officer Signed: Date: February 17, 2026
Business Entity: Health Management Associates, Inc.
Vendor SCCO Compliance Statement (Augt2020)
Docusign Envelope ID: D9E308F5-C624-44BC-869C-96E50BB2C4D7 __Exhibit A
Disclosure Statement for Limited Liability Companies
This Statement Shall be included with all Bid and Proposal Submissions Is your Business a Limited Liability Company (LLC)? YES NO If you answered YES, please provide the City with the names and business addresses of any and all shareholders, directors, officers, members, managers, other authorized persons, partners, and “Beneficial Owners” of the applying LLC. A Beneficial Owner is any person or entity who: (1) exercises substantial control over the applying LLC; (2) owns 25% or more of the interest in the applying LLC; or (3) receives substantial economic benefits from the assets of the applying LLC.
If any LLC shareholder, director, officer, member, manager, other authorized person, partner, or Beneficial Owner is itself an LLC or other business entity, the names and business addresses must also be provided for any and all shareholders, directors, officers, members, managers, other authorized persons, partners, and Beneficial Owners of that LLC or other business entity all the way up through each entity in the organizational chart until ultimate ownership by individual people is disclosed.
Name: _____________________
Title: _____________________
Address:__________________________________________
N
ame: _____________________
Title: _____________________
Address:__________________________________________
Name: _____________________
Title: _____________________
Address:__________________________________________
☐ Check this box if additional ownership information is attached to this Disclosure Statement.
In signing this Disclosure Statement, I represent that the information submitted in this Disclosure Statement, and any attachments, is true and correct.
Signature: _____________________
Printed Name: Kelly Johnson
Title: Chief Administrative Officer
Date: _____________________
Docusign Envelope ID: D9E308F5-C624-44BC-869C-96E50BB2C4D7 February 16, 2026 | 1:39 PST
___ Exhibit F
City of Richmond - Insurance Requirements - Type 2:
Professional Services
Type 2 – Page
1 of 3
Revised: September 2011
In all instances where CONTRACTOR or its representatives will provide professional services (architects, engineers, construction management, counselors, medical professionals, hospitals, clinics, attorneys, consultants, accountants, etc.) to the City of Richmond (City), 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 coverage, 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), and including coverage for bodily and personal injury, property damage, and products and completed operations (if applicable).
2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto).
3. Original and Separate Additional Insured Endorsement for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.
4. Workers’ Compensation Insurance as required by the State of California including Employer’s Liability coverage.
5. Original and Separate Waiver of Subrogation for Workers’ Compensation insurance.
6. Professional Liability or Errors & Omissions Liability Insurance appropriate to the CONTRACTOR’s profession (if required.)
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.
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 limit).
Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.
___ Exhibit F
City of Richmond - Insurance Requirements - Type 2:
Professional Services
Type 2 – Page 2 of 3
Revised: September 2011
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.
PROJECT COST REQUIRED LIMIT
$0 - $1 million $1 million p/o
$1 million - $5 million $2 million p/o
Over $5 million $5 million p/o
Professional Liability or Errors &
Omissions Liability –
Required for all professionals
including architects, engineers,
consultants, construction
management, counselors, medical
professionals, hospitals, clinics,
attorneys and accountants, & other
consultants as may be required by
the City.
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. If the Contractor is supplying their product or providing a service then the endorsement must not
exclude products and completed operations
coverage. If it does, then CG 20 37 (10/01) is also required.
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
.
Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from 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 Insurance during the life of this contract.
SAMPLE Endorsements can be found at
htt
p://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.
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.
Umbrel
la/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 coverage’s and cover those insured in the underlying policies. ___ Exhibit F
City of Richmond - Insurance Requirements - Type 2:
Professional Services
Type 2 – Page
3 of 3
Revised: September 2011
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.
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 Manger. 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 brea ches 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.
EXHIBIT G
SANCTUARY CITY COMPLIANCE STATEMENT
The und ersi gned, an authorized agent of Health Management Associates, Inc. (h ereaf ter "C on tractor"), has had an opportunity to review the requirements of City of Richmond Ordinance 12-18 (hereafter “Sanctu ary C ity Contracting Ordinance" or “SCCO”).
Contractor understands and agrees that the City may choose with whom i t w ill maintain business relations and may refra in f rom contracting with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Im m igration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Con t ra ctor 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. “Ex treme Vetting” means data mining, threat modeling, predictive risk analysis, or other similar services."
Contractor understands that it is not el i gible to receive or retain a City cont ra ct 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 SCC O shall const it ute 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) y
ears from the effective date of the contract termination.
By executing this Statement, Contractor certifies that it complies with the requi re ments of the SCCO and that if at any time during the term of the Cont ra ct it ceases to comply, Cont ractor will promptly notify the City Manager in writing. Any person or en tity who knowingly or wi ll ingly supplies false informa ti on 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. Execu ted this 17 day of February 2026, at Okemos, Michigan.
Printed Name: Kelly Johnson Title: Chief Administrative Officer Signed: Date: February 17, 2026
Business Entity: Health Management Associates, Inc.
Vendor SCCO Compliance Statement (Augt2020)
Docusign Envelope ID: D9E308F5-C624-44BC-869C-96E50BB2C4D7 For the Contract between the
City of Richmond and
Health Management Associates, Inc.
Contract: _____