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Richmond City Council
July 28, 2026

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July 28, 2026
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Richmond City Council
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July 28, 2026
City Council
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Councilmember Cesar Zepeda
Subject: Resolution in support of SB 954 Tightening California Environmental Quality Act Exemptions (CEQA)
FINANCIAL IMPACT: Adoption of the proposed resolution has no direct fiscal impact on the City's budget. If enacted, SB 954 could
affect the processing of certain development projects
subject to the California Environmental Quality Act
(CEQA); however, any fiscal or operational impacts to the City cannot be quantified at this time.

PREVIOUS COUNCIL
ACTION:

None

STATEMENT OF THE
ISSUE:

SB 954 makes targeted changes to last year’s California Environmental Quality Act (CEQA) reforms enacted in SB
131. In particular, the bill would narrow overly broad
definitions of advanced manufacturing, add environmental guardrails to protect communities, and clarify language so the original intent of SB 131 is followed without harming the environment, labor or tribal resources.

SB 131’s CEQA exemption for advanced manufacturing
relies on an expansive definition originally developed for a tax credit program that covers almost all manufacturing.

This means that even manufacturing that is damaging to
the environment, such as strip mining and lithium
extraction, gets a CEQA exemption, without other historic considerations or protections required. This runs counter to the spirit of CEQA.

AGENDA
REPORT
684

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July 28, 2026
Additionally, SB 131 permitted childcare facilities in
industrial zones – but not in residential areas – to qualify for CEQA exemptions and allowed projects on habitat for protected species to move forward without environmental review.

RECOMMENDED ACTION: ADOPT a resolution to support SB 954 to tighten California Environmental Quality Act (CEQA) exemptions that
strengthens protections for habitat of protected species, extends exemptions for residential daycare facilities, and adds clear environmental guardrails to the CEQA
exemption for advanced manufacturing to protect East
Bay and California residents from toxic contaminants and other industrial pollution - Councilmember Cesar Zepeda (510-620-6593).

DISCUSSION:

SB 954 makes targeted changes to last year’s California Environmental Quality Act (CEQA) reforms enacted in SB 131. In particular, the bill would narrow overly broad definitions of advanced manufacturing, add environmental guardrails to protect communities, and clarify language so the original intent of SB 131 is followed without harming the environment, labor or tribal resources.

SB 131’s CEQA exemption for advanced manufacturing relies on an expansive definition originally developed for a tax credit program that covers almost all manufacturing. This means that even manufacturing that is damaging to the environment, such as strip mining and lithium extraction, gets a CEQA exemption, without other historic considerations or protections required. This runs counter to the spirit of CEQA.

SB 131 created numerous changes to CEQA, adding a dozen new exemptions, including for housing, high speed rail facilities, and most significantly, “advanced manufacturing.” Additionally, SB 131 permitted childcare facilities in industrial zones – but not in residential areas – to qualify for CEQA exemptions and allowed projects on habitat for protected species to move forward without environmental review. 685

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July 28, 2026
At the time of SB 131’s passage, several legislators raised insufficient concerns about protections for sensitive species and tribal resources, and an overly broad definition for advanced manufacturing, while at the same time supporting the main thrust of the bill. A dozen Senators and 20 Assemblymembers signed a letter urging prompt legislation to fix these outstanding issues, but no action has been taken yet.

Adopting a resolution that supports SB 954 supports the strengthening of protected species’ habitat, extension of CEQA exemptions for residential daycare facilities, and addition of clear environmental guardrails to the CEQA exemption for advanced manufacturing. Specifically, this bill requires projects to: 1) have zero emission backup generation; 2) be sited in heavy industrial zones with setbacks of 1,600 feet from sensitive receptors and 1,000-foot setbacks from disadvantaged communities; 3) not harm tribal resources; and 4) include a community benefits agreement and high roads labor standards.

The bill also requires the governor to certify these projects as ‘advanced manufacturing’ leaders, that are not only more efficient, but also more environmentally sound than current industry standards. This bill also specifies the intent of the Legislature to further narrow the definition of advanced manufacturing to appropriate sectors, allowing room for stakeholders and the Legislature to continue discussions on the definition of advanced manufacturing and CEQA exemption.

Adopting a resolution to support SB 954 fulfills commitments made to address SB 131’s outstanding issues and ensures that CEQA reforms are implemented thoughtfully, balancing streamlining with environmental protections to support a clean and abundant future for all Californians.

DOCUMENTS ATTACHED:

Attachment 1 – Resolution
Attachment 2 – SB 954 Factsheet
686
Reso. No. _____

Page 1 of 2 ends

RESOLUTION NO. ______

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND IN SUPPORT OF SB 954, A LEGISLATIVE CLEAN-UP BILL THAT WOULD

MAKE CHANGES TO THE RECENTLY ADOPTED CALIFORNIA

ENVIRONMENTAL QUALITY ACT (CEQA) EXEMPTIONS, INCLUDING

EXTENDING SPECIFYING LABOR STANDARDS FOR CERTAIN EXEMPT

PROJECTS, EXPANDING THE DAYCARE CEQA EXEMPTION TO NEW

DAYCARE CENTERS IN RESIDENTIALLY ZONED LOCATIONS, CREATING

CONSTRAINTS TO AND SPECIFICITY FOR THE CEQA EXEMPTION FOR “ADVANCED MANUFACTURING” TO PROTECT COMMUNITIES FROM

INCREASES IN TOXIC POLLUTION, AND ENSURING THAT HABITAT FOR

PROTECTED SPECIES DOES NOT REMAIN AN ALLOWABLE FULL
EXEMPTION ELEMENT.

WHEREAS, in 2025 the California State Legislature adopted a trailer bill that was signed into law, which creates new and expanded exemptions from environmental review under the California Environmental Quality Act (CEQA)—including an exemption for so-called “advanced manufacturing,” and
WHEREAS, at the time of the passage of the bill in 2025, many advocates and elected officials raised concerns about insufficient protections for communities from exposure to toxic chemicals, pollution of air and water supplies, loss of habitat for sensitive species, damage to tribal resources, and an overly broad definition for advanced manufacturing; and WHEREAS, constraining and significantly narrowing the advanced manufacturing pollution loophole will not interfere with or alter other reforms to speed up approvals for and construction of new infill housing; and
WHEREAS, for the purposes of exemption from CEQA review, the state currently defines “advanced manufacturing” to include, but not necessarily limited to, new or proposed expansion projects involving lithium processing, plastics processing and fabrication, chemical manufacturing, fertilizer development, metal recycling, pesticides manufacturing, and medical waste incineration; and
WHEREAS, over 30 state legislators signed a letter in 2025 urging prompt legislative action to fix the outstanding issues in the bill, yet no corrective action had been taken last year; and WHEREAS, SB 954 would, in addition to constraining the potentially harmful and unhealthy advanced manufacturing exemption, expand the CEQA exemption for daycare facilities, extends labor standards for certain exempt projects, and ensure that projects threatening habitat for protected species undergo environmental review; and
WHEREAS, SB 954 is supported by California Federation of Labor Unions, Asian Pacific Environmental Network (APEN) Action, Blue-Green Alliance, California Interfaith Power & Light, California Nurses Association (CNA), Center for Environmental Health, Clean Water Action, Communities for a Better Environment (CBE), The Greenlining Institute, NRDC, Save the Bay, Sierra Club California, State Building and Construction Trades Council, West Oakland Environmental Indicators Project (WOEIP), United Auto Workers (Region 6), Urban Habitat, 350 Contra Costa Action, and dozens of other environmental, environmental justice, and labor groups.

NOW, THEREFORE, BE IT RESOLVED, the Mayor and members of the Richmond City Council express serious concerns about the potential for increases in industrial pollution due to an environmental review process that is virtually absent of transparency and lacks opportunities for required mitigation, and supports effective action to limit and reign in the recently created “advanced manufacturing” exemption in CEQA.

BE IT FURTHER RESOLVED, that the City Council hereby supports SB 954 (Blakespear) and urges all state legislators in the East Bay and throughout California to support this bill, and Governor Newsom to sign the bill, as well as support all practicable efforts to protect East Bay and California residents from toxic contaminants and other industrial pollution in our 687
Reso. No. _____

Page 2 of 2 ends

communities.
******************
***THE CLERK’S OFFICE WILL COMPLETE THE INFORMATION BELOW**** I certify that the foregoing resolution was passed and adopted by the City Council of the City of Richmond at a regular meeting thereof held on Mmmm dd, yyyy, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:

Mayor
Approved as to form:

City Attorney
State of California }
County of Contra Costa : ss.

City of Richmond }
I certify that the foregoing is a true copy of Resolution No. _____, finally passed and adopted by the City Council of the City of Richmond at a regular meeting held on Mmmm dd, yyyy.
_______________________________________
Pamela Christian, Clerk of the City of Richmond
688
Office of Senator Blakespear
SB 954 Factsheet | Updated April 7, 2026
SB 954: Tightening CEQA Exemptions

SUMMARY
SB 954 makes targeted changes to last
year’s California Environmental Quality
Act (CEQA) reforms enacted in SB 131. In
particular, the bill would narrow overly
broad definitions of advanced
manufacturing, add environmental
guardrails to protect communities, and
clarify language so the original intent of
SB 131 is followed without harming the
environment, labor or tribal resources.

BACKGROUND
SB 131 created numerous changes to
CEQA, adding a dozen new exemptions,
including for housing, high speed rail
facilities, and most significantly,
“advanced manufacturing.”
At the time of SB 131’s passage, several
legislators raised concerns about
insufficient protections for sensitive
species and tribal resources, and an
overly broad definition for advanced
manufacturing, while at the same time
supporting the main thrust of the bill.

A dozen Senators and 20
Assemblymembers signed a letter urging
prompt legislation to fix these
outstanding issues, but no action has
been taken yet.

PROBLEM
SB 131’s CEQA exemption for advanced
manufacturing relies on an expansive
definition originally developed for a tax
credit program that covers almost all
manufacturing. This means that even
manufacturing that is damaging to the
environment, such as strip mining and
lithium extraction, gets a CEQA
exemption, without other historic
considerations or protections required.

This runs counter to the spirit of CEQA.

Additionally, SB 131 permitted childcare
facilities in industrial zones – but not in
residential areas – to qualify for CEQA
exemptions and allowed projects on
habitat for protected species to move
forward without environmental review.

SOLUTION
SB 954 strengthens protections for habitat
of protected species, extends CEQA
exemptions for residential daycare
facilities, and adds clear environmental
guardrails to the CEQA exemption for
advanced manufacturing. Specifically,
this bill requires projects to: 1) have zero
emission backup generation; 2) be sited
in heavy industrial zones with setbacks of
1,600 feet from sensitive receptors and
1,000-foot setbacks from disadvantaged
communities; 4) not harm tribal
resources; and 5) include a community
benefits agreement and high roads
labor standards. The bill requires the
governor to certify these projects as
‘advanced manufacturing’ leaders, that
are not only more efficient, but also more
environmentally sound than current
industry standards. This bill also specifies
the intent of the Legislature to further
narrow the definition of advanced
manufacturing to appropriate sectors,
allowing room for stakeholders and the
Legislature to continue discussions on the
definition of advanced manufacturing
and CEQA exemptions.
689
Office of Senator Catherine Blakespear
SB XX Factsheet | Updated April 7, 2026
SB 954 fulfills commitments made to
address SB 131’s outstanding issues and
ensures that CEQA reforms are
implemented thoughtfully, balancing
streamlining with environmental
protections to support a clean and
abundant future for all Californians.

STAFF CONTACT
Jack Christensen | Chief of Staff |
[email protected]| 916-651-4038
Brynn Cook |Principal Consultant, Senate
Environmental Quality Committee|
[email protected] | 916-651-4108
690

Page 1 of 6 ends

July 28, 2026
Department
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Patrick Seals, Administrative Chief
Jora Atienza Washington, Senior Management Analyst
Guadalupe Morales, Associate Management Analyst
Subject: ECIA Grant Award Recommendations for Fiscal Year 2026-2027 (Category 1, 2 & 4)
FINANCIAL IMPACT: A total of $400,333 is allocated for the Fiscal Year 2026- 2027 grant cycle, with $350,333 in grantee funds being
recommended through this recommended action
(Account Code: 11731013-400201-2A111)

PREVIOUS COUNCIL
ACTION:

January 20, 2026
July 1, 2025

STATEMENT OF THE
ISSUE:

On July 29, 2014, the City and Chevron Products
Company entered into the initial Chevron Modernization
Project Environmental and Community Investment
Agreement (ECIA). Under the ECIA, a competitive grant
program was established to fund community programs
focused on community, youth, and youth sports. Staff is bringing forth a subsequent funding recommendation
from the ECIA Grant Review Committee for the FY 2026-
2027 Richmond ECIA Community Grant Program for final
review and approval by the City Council.

AGENDA
REPORT
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July 28, 2026
RECOMMENDED ACTION: APPROVE a recommendation from the Environmental & Community Investment Agreement (ECIA) Grant Review
Committee for Fiscal Year 2026-2027 grant awards to
thirteen (13) organizations in an amount not to exceed
$350,333; ADOPT a resolution and AUTHORIZE the city
manager, or their designee, to negotiate and execute
grant service agreements with approved grantees – City
Manager’s Office (Patrick Seals/Jora Atienza
Washington/Guadalupe Morales 510-620-6523).

DISCUSSION:

The ECIA provides $90 million in revenue to Richmond over a 10-year period. From this total, $6 million is allocated to fund the competitive grant program. The ECIA Competitive Grant Program is entering its 11th funding cycle. To date, the ECIA has awarded more than 217 grants totaling approximately $4.7 million. The FY 2026-2027 grant cycle is allocated in the following ways:

Category Eligibility Award Decision
Made By
Award
Range
Total Award
Amount
1 Non-profit organizations
reporting gross receipts of
equal to or less than
$50,000 annually (990N)
City Council
(Recommendations
made by ECIA
Review Committee)
$ 5,000 -
$ 50,000
2 Non-profit organizations $ 280,333*
reporting gross receipts of
more than $50,000
annually (990/Audited
Financials)
City Council
(Recommendations
made by ECIA
Review Committee)
$ 5,000 -
$ 50,000
3 Organizations that applied
for the ECIA Grant
(categories 1 and 2) but
where not recommended
for funding
City Council ECIA
Ad Hoc Committee
Amounts
based on
Council
discretion
$ 50,000
4 Organizations providing
programming at city-owned
facilities (e.g., parks,
community centers, etc.)
City Council
(Recommendations
made by ECIA
Review Committee)
$ 5,000 -
$ 10,000
$ 70,000
TOTAL $400,333
*Category 1 and Category 2 draw from a combined $280,333 pool.

On January 20, 2026, the City Council acknowledged the release of the Fiscal Year (FY) 2026-2027 Environmental and Community Investment Agreement (ECIA) Competitive Grant Program Request for Proposals (Attachment 1). At the time of 692

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July 28, 2026
release, staff anticipated an allocation of approximately $750,000 for the grant cycle based on the funding information available at that time.

Following the release of the Request for Application, staff completed additional review of prior-year grant activity and worked with the Finance Department to confirm the remaining ECIA competitive grant balance. Through that review, City staff determined that $400,333 is available for the FY 2026-2027 grant cycle. City staff are not bringing forward the full amount originally anticipated because the ECIA Competitive Grant Program is winding down, and available funds must be confirmed through grant closeout and reconciliation before being recommended for award.

Of the $400,333 available for the FY 2026-2027 grant cycle, $350,333 is recommended at this time for thirteen (13) organizations in Categories 1, 2, and 4. The remaining $50,000 is reserved for Category 3 City Council Ad Hoc Committee consideration. Category 3 awardees and award amounts are not included in this recommendation and will be determined later, based on the discretion and recommendation process for that category.

This approach ensures that award recommendations are based on confirmed available funding and remain consistent with fiscal review requirements. Any additional ECIA competitive grant funds identified after prior-year grants are closed out and final balances are confirmed may be brought forward for future Council consideration, in accordance with ECIA program requirements.

Although the ECIA Competitive Grant Program is nearing the end of its available funding, the City continues to support Richmond-serving nonprofit organizations through other grant programs, including the Richmond Fund for Children and Youth, the Black Resiliency Fund, and other City-administered funding opportunities.

Eligibility Requirements
Applicants were required to meet the ECIA Competitive Grant Program eligibility requirements, as outlined in the Request for Proposals, Attachment 1. Eligible organizations must provide services focused on community, youth, and/or youth sports to Richmond and North Richmond residents. Organizations must operate as nonprofit entities with 501(c)(3) tax status and current financial documentation, such as a filed IRS Form 990, 990-N, or audited financial statements. Fiscal sponsors were permitted.

A minimum of 80 percent of the proposed grant-funded programming must serve Richmond residents. Richmond-based organizations received additional points through the application review process. Organizations that received an ECIA grant award of more than $10,000 during the FY 2025-2026 grant cycle were not eligible to apply during the FY 2026-2027 grant cycle.

Category 3 applications are reviewed separately by the City Council Ad Hoc Committee, which brings a recommendation to the full City Council for award consideration.

Category 4 Mini-Grant awards are administered by the City Manager’s Office 693

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July 28, 2026
and programming under Category 4 must take place in Recreation or other Citymanaged facilities.

Outreach and Technical Support
Information about the FY 2026-2027 ECIA grant cycle was posted to the City’s website, presented in the City Manager’s Weekly Report, and shared through City listservs to notify Richmond-serving organizations of the grant opportunity.

In February and March 2026, the City contracted with Glen Price Group (GPG) to provide technical assistance to prospective applicants. GPG hosted one technical assistance workshop with five attendees and provided seventeen individual technical assistance sessions. Several applicants also received two to three additional follow-up sessions for more detailed application support. Grant materials and video-recorded training resources were also posted on the City’s ECIA grant webpage.

Evaluation Process
The ECIA grant application was released on January 23, 2026, and applications were due on March 13, 2026. A total of 72 grant applications were received, of which 66 eligible applications were submitted to the ECIA Grant Review Committee for evaluation and scoring (Attachment 2).

Applications were scored based on a total of 110 available points, as shown below:

Scoring Category Available
Points
Program/Project Description and
Concept 40
Impact and Goals 40
Financial Viability 20
Richmond-based organization 10 extra points
Total Available Points 110
Committee members submitted their scores and evaluations to City staff. Staff totaled and averaged the scores for each application and generated rankings, with the highest average score receiving the highest ranking (Attachment 3).

FY 2026-2027 ECIA Grant Award Recommendations
The ECIA Grant Review Committee recommends that thirteen (13) organizations receive a total of $350,333 in FY 2026-2027 ECIA grant funding across Category 1, Category 2, and Category 4. This recommendation includes $100,000 for Category 1, $180,333 for Category 2, and $70,000 for Category 4.

The remaining $50,000 in the FY 2026-2027 ECIA grant allocation is reserved for Category 3 City Council Ad Hoc Committee consideration. Category 3 awardees and award amounts are not included in this recommendation and will be determined later. 694

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July 28, 2026
Category 1 (990N) Recommendations
Organizations with gross receipts of less than $50,000
Category 1
(990N
Organizations)
Organization
Recommended
Award Amount
Fab Lab Richmond (Fiscal Sponsor: West Contra
Costa Public Education Fund)
$ 50,000
Greater Richmond Inter-Faith Program $ 50,000
TOTAL $ 100,000
Category 2 (990) Recommendations
Organizations with gross receipts greater than $50,000
Category 2
(990
Organizations)
Organization
Recommended
Award Amount
1Hundred Years Enterprise Foundation $ 49,360
Inspiring Communities $ 45,973
Rosie the Riveter Trust $ 50,000
West County Youth Salesian Club $ 35,000
TOTAL $ 180,333

Category 4 Recommendations
Mini Grant Recipients
Category 4
(Mini Grant)
Organization
Recommended
Award Amount
Empowering Youth Through Music $ 10,000
Ephesians Community Development Center $ 10,000
Hidden Genius Project, Inc. $ 10,000
Motivated 2 Help Others $ 10,000
Rob Skate Academy (Fiscal Sponsor: West Contra
Costa Public Education Fund)
$ 10,000
Rosie the Riveter Trust $ 10,000
Washington Elementary PTA $ 10,000
TOTAL $ 70,000
Next Steps
Following City Council approval, City staff will execute grant agreements with the selected awardees and administer the grants, including grantee communication, progress monitoring, site visits, invoice review, and payment processing.

City staff will also review remaining Environmental and Community Investment Agreement competitive grant balances as prior-year grants are closed out and reconciled. Any additional available funding may be presented to the City Council for future consideration in accordance with program requirements. 695

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July 28, 2026
SYNERGISTIC POLICIES:

Environmental and Community Investment Agreement: The City of Richmond and Chevron entered into the Environmental and Community Investment Agreement to provide $90 million to the Richmond community over ten years. The agreement included investments in community programs, competitive community grants, community-based greenhouse gas reduction programs, and a photovoltaic solar farm. The initial ECIA was adopted by the Richmond City Council on July 29, 2014. The City Council adopted the current amended ECIA on December 15, 2015.

DOCUMENTS ATTACHED:

Attachment 1 – FY 2026-2027 ECIA Competitive Grant Program Request for Proposals Attachment 2 – FY 2026-2027 ECIA Grant Applications
Attachment 3 – FY 2026-2027 ECIA Grant Program Evaluation Matrix and Ranking, Category 1, 990-N; Category 2, 990; Category 4, Mini-Grants Attachment 4 – Resolution Authorizing the City Manager to Enter into Grant Service Agreements with the FY 2026-2027 ECIA Grant Awardees
696
Guidelines -1- FY 2026-2027 ECIA Grant (Categories 1&2) FY 2026-27

CITY OF RICHMOND - ENVIRONMENTAL & COMMUNITY

INVESTMENT AGREEMENT (ECIA)

COMMUNITY GRANT PROGRAM

GUIDELINES & APPLICATION

REQUEST FOR APPLICATION (RFA)
All interested applicants should check the City’s ECIA website (https://www.richmondca.gov/3250/Richmond-ECIA-Grants) to ensure that they receive any addendums to this RFA, emails or special announcements.

Application is due on Friday, March 13, 2026, at 11:59 p.m. (NO EXCEPTIONS) Materials must be submitted electronically to:
http://richmondca.submittable.com/
697
Guidelines -2- FY 2026-2027 ECIA Grant (Categories 1&2)

RICHMOND - ECIA COMMUNITY GRANT PROGRAM
FY 2026-2027 GRANT GUIDELINES
Table of Contents
ECIA Background ........................................................................... 3 Eligibility Requirements................................................................... 3 Grant Award Amounts and Categories ........................................... 4 Grant Program Timeline.................................................................. 5 Eligible and Ineligible Uses of Grant Funds .................................... 5 Fiscal Sponsorships........................................................................ 6 Collaborating Organizations............................................................ 7 Application Submission Requirements............................................ 7 Payment Provisions ........................................................................ 8 Review Criteria ............................................................................... 9 Application Review and Selection Process ....................................10 Late Application or Modification to Applications............................ 10 Technical Assistance/Capacity Building........................................ 11 Questions About or Addendums to the Applications..................... 11 Grantee Requirements.................................................................. 11 City Staff Contact.......................................................................... 12 General Terms and Conditions ..................................................... 13 698
Guidelines -3- FY 2026-2027 ECIA Grant (Categories 1&2)

RICHMOND - ECIA COMMUNITY GRANT PROGRAM
FY 2026-2027 GRANT APPLICATION GUIDELINES

ECIA BACKGROUND
On July 29, 2014, the Richmond City Council approved the Chevron Environmental and Community Investment Agreement (ECIA), which will invest $90 million dollars to the Richmond community over 10-years. The ECIA includes investments in community programs, a scholarship program, competitive community grants, community-based greenhouse gas reduction programs, and a photovoltaic solar farm.

The ECIA specifies the amount and disbursement timeline of Chevron’s funding obligation, as well as funding allocations over a ten-year period (beginning in 2016) for the following programs:
• Scholarship program - $35 million
• Electric City and Easy Go - $18 million
• Roof-top solar, energy retrofit, zoning ordinance update - $6.25 million • Job training program - $6 million
• Competitive grant program - $6 million
• Transportation and transit programs - $2.75 million
• Public safety programs - $2 million
• Urban Forestry - $2 million
• Free internet access - $1 million
• Climate Action Plan - $1 million
It is proposed that $715,000 is allocated for the total FY 2026-27 ECIA grant cycle. This RFA is relevant to Categories 1 and 2 only, with a total available award amount of $565,000.

It is the goal of the Richmond City Council to provide opportunities for organizations with varying capacities and financial needs to have access to ECIA grant funds. ECIA grant funds are awarded on an annual basis and therefore, organizations should not become reliant on this funding source. All Richmond-serving non-profit organizations are eligible to apply for funding; however, in an attempt to fund a variety of organizations, the City Council would like to allocate the majority of the available grant funding to organizations that have smaller annual budgets, greater needs for capacity building and limited staffing, and that might not have access to other forms of funding.
699
Guidelines -4- FY 2026-2027 ECIA Grant (Categories 1&2)

ELIGIBILITY REQUIREMENTS
Organizations must meet the following conditions to be eligible to apply for a grant:
• Provide services focused on the community, youth and/or youth sports to Richmond and North Richmond residents
• Operate as a non-profit entity with 501(c)(3) tax status with current financial statements (i.e., Filed I.R.S. Form 990 or 990-N or current audited financials). Fiscal sponsors can be used.
• Provide services to Richmond residents (Richmond-serving) ▪ A minimum of 80 percent of the organization’s proposed grant-funded programs/services must be provided to Richmond residents. If awarded an ECIA grant, grant funds can only be spent serving Richmond residents.

Note: Organizations that received an ECIA grant award of more than $10,000 during the previous (FY 2025-26) ECIA grant cycle are ineligible to apply in the current grant cycle (FY 2026-76).

GRANT AWARD AMOUNTS AND CATEGORIES
Grant allocation amount: The amount available for the FY 2026-2027 grant cycle (July 1, 2026 – June 30, 2027) is $715,000.

Minimum and maximum grant awards: The minimum grant award is $5,000. The maximum grant award is $50,000. The number of awards available will be determined based on the amount of each final award.

Number of applications per grant cycle: Organizations may submit only one application per grant cycle (applicants may submit one (1) application for the ECIA cycle and also one (1) for the CSD Mini-Grant cycle in the same fiscal year).

Award categories: $715,000 available for grants is allocated over four different categories listed below. Categories 1 and 2 are relevant to this Request for Application:

Grant Award
Options
Eligibility Award Decision
Made By
Award
Range
Total Award
Amount
1 Competitive
Grant
Awards
(Relevant for
this RFA)
Non-profit organizations
reporting gross receipts of less
than $50,000 annually
City Council
(Recommendations
made by ECIA
Review Panel)
$10,000 -
$50,000
$ 565,000
See Special
Note Below
2 Competitive
Grant
Awards
(Relevant for
this RFA)
Non-profit organizations
reporting gross receipts of more
than $50,000 annually
City Council
(Recommendations
made by ECIA
Review Panel)
700
Guidelines -5- FY 2026-2027 ECIA Grant (Categories 1&2) 3 City Council
Approved
Awards
Organizations that applied for
the ECIA Grant (categories 1
and 2) but were not
recommended for funding
City Council Amounts
based on
Council
discretion
$ 50,000
4 Community
Services
Mini-Grant
Awards
Non-profit organizations with
501(c)(3) tax status with
programming connected to the
Community Services
Department
Community
Services
Department
Up to
$10,000
$100,000
TOTAL $ 715,000
SPECIAL NOTE:
• A maximum of $100,000 in grant awards is available to organizations with annual budgets over $750,000 (per last completed 990s or audited financials).

GRANT PROGRAM TIMELINE
The timeline associated with the application is below. The City reserves the right to alter this timeline as necessary.

TASK DATE
Application Release Date Friday, January 23, 2026
FY 2026-27 ECIA Information Session (virtual) February 4, 2026, 2:30 pm Applications Due (No Exceptions) Friday, March 13, 2026 by 11:59 p.m.

Application Review and Scoring March – April 2026
City Council Review and Approval April 2026
Grant Award Notification May 2026
Grant Award Period (Start Date is Dependent Upon
Execution of Grant Agreement)
July 1, 2026 - June 30, 2027

ELIGIBLE AND INELIGIBLE USES OF GRANT FUNDS
Grants will be awarded to projects or programs in the following areas:
▪ Youth programs (through age 21)
▪ Youth sports programs (through age 21)
▪ Community-focused programs
*Youth-serving organizations are defined as those organizations where 80% of ECIA grant-funded programs/services will be provided to youth (birth through age 21) Examples of eligible projects or programs include but are not limited to:
• Youth enrichment projects
• Summer camps
• Youth sports programs
701
Guidelines -6- FY 2026-2027 ECIA Grant (Categories 1&2) • Programs that support health and wellness and eliminate health disparities • Bike and pedestrian pathway enhancements and construction projects • Programs that support students and parents at Richmond schools • Service-learning programs
• Gardening and urban greening projects
Ineligible uses include but may not be limited to:
• Repayment of existing debt or pre-existing tax liens or obligations • Legal, loan, or bank fees
• Subsidization of existing contracts
• Political campaigns or lobbying
• Advancement of certain sectarian, politically partisan, or religious projects (grant funds should be used for specific programs and not to advance the causes of any of the stated groups)
• Fundraisers or other events not open to the general public • A project or program which is clearly intended for commercial gain • A project or program that occurs before or after the grant award period • Support of individuals
• For businesses established for personal benefit or profit • To support annual fund drives
• To fund an agency’s deficit or endowment
• To repay loans
• Furniture
• Cell phones
• Bonuses
• For the direct support of religious activities. Secular activities offered to the Richmond community that is provided by religious organizations regardless of congregational membership or statements of belief may be eligible for grant funds.

FISCAL SPONSORSHIPS
What types of organizations should utilize a fiscal sponsor? • A non-governmental organization (sponsoree) that does not have 501(c)(3) tax status must utilize a fiscal sponsor to apply for this grant. It is the sole responsibility of the sponsoree to find an organization with 501(c)(3) tax status that is willing to serve as a fiscal sponsor.

What is fiscal sponsorship?
• Fiscal sponsorship allows organizations without 501(c)(3) tax status to apply for the ECIA grant, as well as other grants that require an organization to have such status. • A fiscal sponsorship agreement should be entered into between the sponsoree and an organization that has 501(c)(3) tax status.
• The fiscal sponsorship agreement allows the sponsoree to raise tax-deductible contributions through grants and individual donations.
• Tax-deductible funds are given to the fiscal sponsor and restricted to the use of the sponsoree.
702
Guidelines -7- FY 2026-2027 ECIA Grant (Categories 1&2) How does a fiscal sponsorship work for the ECIA grant process? • The fiscal sponsor will serve as the applicant. Fiscal sponsors will enter into a grant services agreement with the City of Richmond and must meet all requirements and submit all required documents.
• A signed agreement between the sponsoree and fiscal sponsor must be included in the submitted application. The organization actually implementing the program and performing the services will act as the sponsoree or fiscal sponsor’s sub-grantee. • Fiscal sponsors can also apply for grants.
• In addition to requesting funds for its own purposes, organizations may also act as a fiscal agent for other organizations.

COLLABORATING ORGANIZATIONS
Through this grant program, the City strongly encourages applicants to collaborate with other organizations. Collaboration is a mutually beneficial relationship to meet a common goal. Collaboration can come in many forms, from information sharing to joint programming. It can help organizations reduce redundancy in service sectors, leverage resources, share strengths, and increase efficiencies.

For purposes of this grant, when partnering with another organization, the application and budget of the lead organization will be considered for review and determination of funding. Therefore, the partnering organization is free to apply independently for funding for another project or program.

If the successful implementation of your proposed ECIA grant-funded program is dependent on the collaboration with a governmental entity (i.e., state, county, city, school district, etc.), then a written agreement authorizing the collaborative relationship must accompany your grant application. At a minimum, the agreement should contain the following information: names of the government entity(ies) or agency(ies) which will participate in the collaboration, contact information for the partner(s), and a description of the primary purpose of the collaboration. For example, if the implementation of your proposed program is contingent upon working at a school in the West Contra Costa County Unified School District or utilizing space at a Richmond recreation center, then a letter from the collaborating entity must agree to the proposed partnership.

APPLICATION SUBMISSION REQUIREMENTS
Applications must be completed and submitted electronically via http://richmondca.submittable.com/ by 11:59 p.m. on Friday, March 13, 2026. Only applications submitted through the online portal will be accepted. The inability to adhere to the requirements below may impact an organization’s overall scores. • Applicants need to create one (1) log on to submit their application • Applicants are limited to one (1) Category 1/2 application and one (1) Category 4 application per organization.
703
Guidelines -8- FY 2026-2027 ECIA Grant (Categories 1&2) • Responses to the narrative application questions shall have word limits within the online application. Word limits are not inclusive of budgets, résumés, descriptions of work experience, or documents requested as part of the application. •
• Staff will correct organizational budgets to reflect audited financial statements submitted with the application.
• All uploaded materials should be typed in a 12 point font size and Arial font style. • All costs incurred in the preparation of an application are the applicant’s responsibility.
• Applications received after the published due date will not be considered and will not be eligible for review and scoring by the Review Panel.

The following materials must be submitted as part of a completed application packet (feel free to use this section as a check-list):
o Completed online application, including budget (all sections completed, and questions answered).
o Proof of 501(c)(3) status (Non-Profit Status Determination letter from the Internal Revenue Service) or fiscal sponsor’s corresponding documents o Financial statements – most recent (current) audited financials or Internal Revenue Service Form 990 or 990-N for tax-exempt organizations whose gross receipts are typically $50,000 or less or fiscal sponsor’s corresponding documents. Faith-based organizations may submit reviewed or annual financial statements.
o List of Board of Directors and affiliations or fiscal sponsor’s corresponding documents
o Letter describing and authorizing collaboration (if with a governmental entity), if applicable
o Signed agreement between the organization and the fiscal sponsor, if applicable
Your application will be disqualified if your organization:
● Submits an application in a format other than the online form portal. ● Submits an incomplete application.
● Requests grant funding for one-time special events with no supplemental enrichment programming.
● Requests grant funding solely for sports teams travel expenses.

Note: City staff will confirm that the organization has filed the required document(s) in California and is authorized to carry out its business activities (California Secretary of State - https://businesssearch.sos.ca.gov and the State of California Department of Justice - https://oag.ca.gov/charities). Applications submitted by organizations not identified with “active” or “current” status may be disqualified.

For organizations with 501(c)(3) tax status, City staff may check websites such as the Internal Revenue Service at www.irs.gov and GuideStar at www.guidestar.org to gather additional information about the applicant organization. 704
Guidelines -9- FY 2026-2027 ECIA Grant (Categories 1&2)

PAYMENT PROVISIONS
An initial advance payment of fifty percent (50%) of the total award amount will be advanced to all grantees as part of the application award process. Grantees receiving an advance payment may be eligible for an additional advance of thirty-five percent (35%) of the award amount, contingent upon the submission of complete and adequate reporting and invoicing documentation. The remaining fifteen percent (15%) will be reserved until the completion of the grant program and final submittal of all required documentation.

Payments will only be made for the eligible items and amounts specified in the approved grant agreement budget and a manner consistent with the payment provisions contained in the executed grant agreement.

REVIEW CRITERIA
All submitted applications, which comply with the grant requirements, will be evaluated and rated using the criteria listed below. The maximum score that an application can receive is 110 points. This includes 100 points from criteria areas #1-5 and an extra 10 points if the organization is Richmond-based (10 points) Total Points Available for Criteria Areas #1-5: 100 Points

1. Program/Project Description and Concept (Total 40 points) • Applicant adhered to all stated guidelines
• Application is complete, clear and understandable
• Program/project description and components are clearly stated and specific • Timeline is practical, and the proposed activities are well defined and technically feasible
• Management and staff are qualified to implement the project or program and achieve stated goals
• Staff has experience working on the project or program and/or similar programs or projects
• A collaborative initiative is described to deliver the program or project

2. Impact and Goals (Total 40 points)
• The program or project has the ability to positively contribute to the targeted population
• Goals are clearly articulated and measurable
• An evaluation component is included and connected to the program goals • The organization has a plan on how to sustain the program or project after grant funds are expended

3. Financial Viability (Total 20 points)
• Program/project budget and organizational budgets are included, clearly defined, 705
Guidelines -10- FY 2026-2027 ECIA Grant (Categories 1&2) cost-effective, accurate and realistic
• Relationship between grant funds requested and the program budget is clearly shown
Total Extra Points Available to Richmond-based organizations (10 Points) • Richmond-based is defined as maintaining principal offices, studios, or other facilities within the boundaries of the City of Richmond. Applicable to organizations providing services (sponsoree), not fiscal sponsors.

APPLICATION REVIEW AND SELECTION PROCESS
The City's overall objective is to award grants to highly qualified organizations that provide needed services to Richmond and North Richmond residents. Within this overall objective, it is also the City’s intent that the selection process is fair and transparent.

Applications will be evaluated and scored by a City Council-approved ECIA Grant Review Panel (Review Panel) consisting of no more than five (5) individuals residing in or employed in Richmond (not City of Richmond employees).

The selection process is divided into the following steps:

1. Applications are received by the due date.

2. All applications are reviewed in depth by City staff for responsiveness, completeness, and satisfaction of eligibility requirements. Based on this review, eligible claims will proceed to the application evaluation process.

3. All complete and eligible applications are forwarded to the Review Panel, which will review and score the applications using the criteria listed in the guidelines and make an award recommendation to City Council. The inability to adhere to the application requirements may impact an organization’s overall scores. Grant awards can be less than the applicant’s original request.

4. The Review Panel’s recommendations are forwarded to the City Council for review, discussion, and approval.

Any party applying shall not contact or lobby any City Council member, ECIA Review Panel member, City official, employee (except those specified for contact) or agent regarding the RFA. Any party attempting to influence or circumvent the RFA, application submittal, and/or review process may have their application rejected for violating this provision of the RFA.

All scores are final. There is no grievance process.

Copies of Review Panel comments and scoring will be made available upon request. 706
Guidelines -11- FY 2026-2027 ECIA Grant (Categories 1&2)

LATE APPLICATIONS OR MODIFICATIONS TO APPLICATIONS
Applications submitted after the specified date and time will not be considered.

Organizations assume responsibility for the timely submission of applications and all required documents. Any applications may be withdrawn or modified by a written request signed by the applicant.

TECHNICAL ASSISTANCE/CAPACITY BUILDING
The City, recognizing the technical, skill-based components of a grant application process, will provide free technical assistance/capacity-building for this RFA. The dates and times of all supports will be shared via the City’s ECIA website, separate from this RFA. Although recommended, organizations are not required to attend any of the capacity-building workshops offered by the City.

QUESTIONS OR ADDENDUMS TO THE APPLICATIONS
It is strongly recommended that organizations register on the City’s E-Notify Me webpage (http://www.ci.richmond.ca.us/list.aspx) to ensure that they receive any addendums to or notifications regarding this RFA or the ECIA grant program.

Any requests for clarification or other questions concerning this RFA should be submitted in writing to City staff via [email protected].

GRANTEE REQUIREMENTS
If awarded a grant, organizations will be required to do the following:
• A Grant Service Agreement with specific deliverables will be executed. All organizations are expected to initiate projects within three (3) months of execution of the grant agreement. The scope of work will be based on the application submitted. • Submit bi-annual progress reports and reimbursement requests (templates will be included as part of the executed grant agreement):
o Progress and Final Report - Reports will be required and must provide detailed information about the services provided. Grantees that do not submit the required reports run the risk of forfeiting their funding. A final report at the conclusion of the project or program is also required.
o Funding Requests – Requests must include the necessary documents to substantiate the disbursement (e.g., receipts, timecards, payroll records, etc.).

Grantees that do not adhere to the invoicing requirements run the risk of forfeiting their funding.
707
Guidelines -12- FY 2026-2027 ECIA Grant (Categories 1&2) • Host City staff and/or members of the Review Panel for one or more site visit and/or program evaluation.
• Published program materials shall include the City seal or logo and shall state, “Made possible in part by the Richmond-ECIA Community Grant Program.” The material must be appropriate, relevant, and aligned with the approved project and should be reviewed and approved by City staff before release.
• Complete and submit a W-9 form and Supplemental Vendor Application. • Obtain a City of Richmond business license. Organizations are responsible for all associated fees. Information can be found at
http://www.ci.richmond.ca.us/66/Business-Licenses.
• Meet the City of Richmond insurance requirements. Fiscal sponsors, serving as the grantee, must have insurance that covers all actions of the non-profit and/or community-based organization acting as the sub-grantee. Organizations may use grant awards to cover insurance costs.

CITY STAFF CONTACT
For inquiries or clarification regarding this program or application, please contact ECIA staff at [email protected].

GENERAL TERMS AND CONDITIONS
Background Checks: Organizations that provide services to youth or other vulnerable populations (elderly, people with disabilities, etc.) must require comprehensive background checks and fingerprinting of all employees and/or volunteers that work directly with youth or such other vulnerable populations.

Limitations: All facts and opinions stated herein are based upon available information and no representations or warranties are made with respect to their accuracy or completeness.

The application and the selection process shall in no way be deemed to create a binding contract, agreement, or offer of any kind between the City and the applicant organization.

If the City selects a grantee pursuant to this RFA, any legal rights and obligations between the successful applicant, if any, and the City will come into existence only when a grant agreement is fully executed by the parties, and the legal rights and obligations of each party shall at that time be only those rights and obligations which are set forth in the grant agreement and any other documents specifically referred to in that grant agreement.

Each organization submitting applications in response to this RFA agrees that the preparation of all materials for submittal to the City are at the organization’s sole cost and 708
Guidelines -13- FY 2026-2027 ECIA Grant (Categories 1&2) expense, and the City shall not, under any circumstances, be responsible for any costs or expenses incurred by any candidate. In addition, each organization agrees that all documentation and materials submitted in response to this RFA shall remain the property of the City and may be used by the City for any reason whatsoever. In accordance with California law relating to access to public records, the City may be required to publicly disclose all submitted information and materials to third parties requesting such information.

Award: The City reserves the right to accept or reject any or all applications, to alter the selection process in any way, to postpone the selection process for its own convenience at any time for any reason whatsoever, to waive any defects in any application, to issue a new RFA at any time, or to provide a grant to any organization it deems appropriate in its sole and absolute discretion within or outside of the RFA evaluation process. City reserves the right to terminate a grant agreement within sixty (60) days without cause. All materials submitted become the property of the City and will not be returned. Funds awarded are public funds and any information submitted or generated is subject to public disclosure requirements, including the Public Records Act.

Federal, State and Local Laws: As part of the RFA process, the selected grantee will be required to comply with all applicable federal, state and local laws, including the City of Richmond’s Nondiscrimination Ordinance (Chapter 2.28), Business Opportunity Ordinance (Chapter 2.50), Local Employment Program Ordinance (Chapter 2.56), and Living Wage Ordinance (Chapter 2.60), if applicable. Please contact the City Attorney’s office for further information regarding the above requirements. 709
FY 2026-2027

CITY OF RICHMOND

COMMUNITY SERVICES DEPARTMENT

MINI-GRANT PROGRAM

GUIDELINES & APPLICATION

REQUEST FOR APPLICATION (RFA)
All interested applicants should check the City’s CSD Mini Grant website (https://www.richmondca.gov/3250/Richmond-ECIA-Grants) to ensure that they receive any addendums to this RFA, emails or special announcements.

Application is due on Friday, March 13, 2026, at 11:59 p.m. (NO EXCEPTIONS) Materials must be submitted electronically to:
http://richmondca.submittable.com/
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COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -2- FY 2026-2027 ECIA Mini Grant (Cat.4)
Table of Contents
CSD Mini Grant Program Background ........................................... 3 Eligibility Requirements.................................................................. 3 Grant Award Amounts and Categories........................................... 4 Grant Program Timeline................................................................. 5 Eligible & Ineligible of Grant Funds ................................................ 5 Fiscal Sponsorships ....................................................................... 6 Application Submission Requirements........................................... 7 Payment Provisions ....................................................................... 8 Review Criteria............................................................................... 9 Application Review and Selection Process .................................... 9 Late Applications or Modifications to Applications........................ 10 Technical Assistance/Capacity Building ...................................... 10 Questions About or Addendums to this RFA................................ 11 Grantee Requirements................................................................. 11 City Staff Contact ......................................................................... 12 General Terms and Conditions .................................................... 12 711
COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -3- FY 2026-2027 ECIA Mini Grant (Cat.4)

BACKGROUND
The Richmond Community Services Department (CSD) Mini-Grant, a component of the Richmond Environmental Community Investment Agreement (ECIA) Grant Program (Category 4), was approved by the City Council in January 2017. In alignment with the ECIA Grant, the Community Services Mini-Grant provides support for those organizations that serve the needs of community, youth, and youth sports. The CSD Mini-Grant is designed to support organizations that are Richmond-serving and that partner with and/or consistently utilize facilities managed by the Community Services Department, Recreation Division.

It is proposed that $100,000 is allocated for Category 4 in the FY 2026-27 cycle for this minigrant.

ELIGIBILITY REQUIREMENTS
Organizations must meet the following conditions to be eligible to apply:
• Provide services focused on the community, youth, and/or youth sports to Richmond and North Richmond residents.
• Operate as a non-profit entity with 501(c)(3) tax status with current financial statements (i.e., Filed I.R.S. Form 990 or 990-N or current audited financials). Fiscal sponsors can be used. • Provide services to Richmond residents (Richmond-serving) ▪ A minimum of 80% of the organization’s proposed grant-funded programs/services must be provided to Richmond residents. If awarded a mini-grant, grant funds can only be spent serving Richmond residents.
• NOTE: For Category 4/Mini-Grant, the proposal must support programs and/or projects that make use of the CSD’s aquatic centers, community centers, parks, and the Richmond Memorial Auditorium.

Note: Organizations that received an ECIA grant award of more than $10,000 during the previous (FY 2025-26) ECIA grant cycle are ineligible to apply in the current grant cycle (FY 2026-27).
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Guidelines Fiscal Year 2026-2027
Guidelines -4- FY 2026-2027 ECIA Mini Grant (Cat.4)

GRANT AWARD AMOUNTS AND CATEGORIES
Grant allocation amount: The total amount available for the overall ECIA Grant Program FY 2026-2027 grant cycle (July 1, 2026 – June 30, 2027) is $715,000.

Minimum and maximum grant awards: The minimum grant award is $5,000. The maximum grant award is $10,000. Applicants need to choose between a $5,000 or a $10,000 grant award. Other amounts will not be accepted.The number of awards available will be determined based on the amount of each final award.

Number of applications per grant cycle: Organizations may submit only one application per grant cycle (applicants may submit one (1) application for this CSD Mini-Grant cycle and also one (1) for the ECIA cycle in the same fiscal year).

Award categories: $715,000 available for grants is allocated over four (4) different categories listed below. Category 4 is relevant to this Request for Application:

Grant Award
Options
Eligibility Award Decision
Made By
Award
Range
Total Award
Amount
1 Competitive
Grant Awards
(900N)
Non-profit organizations
reporting gross receipts of
less than $50,000
annually
City Council
(Recommendation
s made by ECIA
Review Panel) $10,000 -
$50,000
$ 565,000
2 Competitive
Grant Awards
(900)
Non-profit organizations
reporting gross receipts of
more than $50,000
annually
City Council
(Recommendation
s made by ECIA
Review Panel)
3 City Council
Approved
Awards
Organizations that applied
for the ECIA Grant
(categories 1 and 2) but
were not recommended
for funding
City Council
Amounts
based on
Council
discretion
$ 50,000
4 Community
Services MiniGrant Awards
(Relevant to
this RFA)
Non-profit organizations
with 501(c)(3) tax status
with programming
connected to the
Community Services
Department
Community
Services
Department
Either
$5,000 or
$10,000
$ 100,000
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COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -5- FY 2026-2027 ECIA Mini Grant (Cat.4)
TOTAL $715,000

GRANT PROGRAM TIMELINE
The timeline associated with the application is below. The City reserves the right to alter this timeline as necessary.

TASK DATE
Application Release Friday, January 23, 2026
FY 2026-27 ECIA Information Session (virtual) February 4, 2026, 2:30 pm Application Deadline Friday, March 13, 2026 by 11:59 p.m.

Grant Application Review and Scoring March – April 2026 Review and Approval April 2026
Grant Award Notification May 2026
Grant Award Period (Start Date is Dependent
Upon Execution of Grant Agreement)
July 1, 2026 - June 30, 2027

ELIGIBLE AND INELIGIBLE USES OF GRANT FUNDS
Grants are available to support youth programs (through age 21), youth sports programs (through age 21), and community-focused programs and/or projects that make use of the CSD’s aquatic centers, community centers, parks, and the convention center.

Eligible uses include but may not be limited to:
• CSD facility fees
• Youth enrichment projects
• Summer camps
• Youth sports programs
• Programs that support health and wellness and eliminate health disparities • Bike and pedestrian pathway enhancements and construction projects • Programs that support students and parents at Richmond schools • Service-learning programs
• Gardening and urban greening projects
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COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -6- FY 2026-2027 ECIA Mini Grant (Cat.4)
Ineligible uses include but may not be limited to:
• Repayment of existing debt or pre-existing tax liens or obligations • Legal, loan, or bank fees
• Subsidization of existing contracts
• Political campaigns or lobbying
• Advancement of certain sectarian, politically partisan, or religious projects (grant funds should be used for specific programs and not to advance the causes of any of the stated groups)
• Fundraisers or other events not open to the general public. • A project or program which is clearly intended for commercial gain • A project or program that occurs before or after the grant award period • Support of individuals
• For businesses established for personal benefit or profit • To support annual fund drives
• To fund an agency’s deficit or endowment
• To repay loans
• Furniture
• Cell phones
• Bonuses
• For the direct support of religious activities. Secular activities offered to the Richmond community that is provided by religious organizations regardless of congregational membership or statements of belief may be eligible for grant funds.

FISCAL SPONSORSHIPS
What types of organizations should utilize a fiscal sponsor? • A non-governmental organization (sponsoree) that does not have 501(c)(3) tax status must utilize a fiscal sponsor to apply for this grant. It is the sole responsibility of the sponsoree to find an organization with 501(c)(3) tax status that is willing to serve as a fiscal sponsor.

What is fiscal sponsorship?
• Fiscal sponsorship allows organizations without 501(c)(3) tax status to apply for the ECIA grant, as well as other grants that require an organization to have such status. • A fiscal sponsorship agreement should be entered into between the sponsoree and an organization that has 501(c)(3) tax status.
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COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
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Guidelines -7- FY 2026-2027 ECIA Mini Grant (Cat.4)
• The fiscal sponsorship agreement allows the sponsoree to raise tax-deductible contributions through grants and individual donations.
• Tax-deductible funds are given to the fiscal sponsor and restricted to the use of the sponsoree.

How does a fiscal sponsorship work for the ECIA grant process? • The fiscal sponsor will serve as the applicant. Fiscal sponsors will enter into a grant services agreement with the City of Richmond and must meet all requirements and submit all required documents.
• A signed agreement between the sponsoree and fiscal sponsor must be included in the submitted application. The organization actually implementing the program and performing the services will act as the sponsoree or fiscal sponsor’s sub-grantee. • Fiscal sponsors can also apply for grants.
• In addition to requesting funds for its own purposes, organizations may also act as a fiscal agent for other organizations.

APPLICATION SUBMISSION REQUIREMENTS
Applications must be completed and submitted electronically via http://richmondca.submittable.com/ by 11:59 p.m. on Friday, March 13, 2026. Only applications submitted through the online portal will be accepted. The inability to adhere to the requirements below may impact an organization’s overall scores. • Applicants need to create one (1) log on to submit their application • Applicants are limited to one (1) Category 1/2 application and one (1) Category 4 application per organization.
• Responses to the narrative application questions shall have word limits within the online application. Word limits are not inclusive of budgets, résumés, descriptions of work experience, or documents requested as part of the application. • Staff will correct organizational budgets to reflect audited financial statements submitted with the application.
• All uploaded materials should be typed in a 12 point font size and Arial font style. • All costs incurred in the preparation of an application are the applicant’s responsibility. • Applications received after the published due date will not be considered and will not be eligible for review and scoring by the Review Panel.

The following materials must be submitted as part of a completed application packet (feel free to use this section as a check-list):
o Completed online application, including budget (all sections completed, and questions answered).
o Proof of 501(c)(3) status (Non-Profit Status Determination letter from the Internal 716
COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -8- FY 2026-2027 ECIA Mini Grant (Cat.4)
o Revenue Service) or fiscal sponsor’s corresponding documents City of Richmond. o Financial statements – most recent (current) audited financials or Internal Revenue Service Form 990 or 990-N for tax-exempt organizations whose gross receipts are typically $50,000 or less or fiscal sponsor’s corresponding documents. Faith-based organizations may submit reviewed or annual financial statements. o List of Board of Directors and affiliations or fiscal sponsor’s corresponding documents o Letter describing and authorizing collaboration (if with a governmental entity), if applicable
o Signed agreement between the organization and the fiscal sponsor, if applicable Your application will be disqualified if your organization:
● Submits an application in a format other than the online form portal. ● Submits an incomplete application.
● Requests grant funding for one-time special events with no supplemental enrichment programming.
● Requests grant funding solely for sports teams travel expenses.

Note: City staff will confirm that the organization has filed the required document(s) in California and is authorized to carry out its business activities (California Secretary of State - https://businesssearch.sos.ca.gov/ and the State of California Department of Justice - https://oag.ca.gov/charities). Applications submitted by organizations not identified with “active” or “current” status may be disqualified.

For organizations with 501(c)(3) tax status, City staff may check websites such as the Internal Revenue Service at www.irs.gov and GuideStar at www.guidestar.org to gather additional information about the applicant organization.

PAYMENT PROVISIONS
Upon case review and discretion by City staff, an initial advance payment of fifty percent (70%) of the total award amount may be advanced to all grantees as part of the application award process. The remaining fifteen percent (30%) will be reserved, contingent upon the submission of complete, adequate, and final reporting and all required documentation.

Payments will only be made for the eligible items and amounts specified in the approved grant agreement budget and in a manner consistent with the payment provisions contained in the executed grant agreement.
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COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -9- FY 2026-2027 ECIA Mini Grant (Cat.4)

REVIEW CRITERIA
Applications will be evaluated by a review panel which may consist of three to five reviewers, which can include CSD and/or City staff, Recreation and Parks Commissioners, and community members using the criteria listed below:

Total Points Available for Criteria Areas #1-5: 100 Points Program/Project (Description and Concept) – 40 points
● Application is filled out appropriately and completely with all sections and parts of questions answered clearly and is easy to follow.
● Timeline is practical and the proposed activities are well-defined and technically feasible.
● Management and staff are qualified to implement the project or program and achieve stated goals and has experience working on the project or program and/or similar programs or projects.
● Project or program aligns with both organizational vision and goals of the grant. ● Project utilizes a CSD-managed site and/or park.

Impact and Goals – 40 points
● The program or project can positively contribute to the targeted population. ● Goals and outcomes are measurable, clear, and data-driven. ● An evaluation component is included and connected to the program goals. ● The organization has a plan on how to sustain the program or project after grant funds are expended.

Financial Viability – 20 points
• Program/project budget is included, meets all requirements listed in the guidelines, costeffective, accurate, and feasible. • Relationship between grant funds requested and the program budget is clearly shown.

Bonus Points – 3 points
• If the applying organization is based in Richmond, the applicant will receive 3 bonus points. Richmond-based is defined as maintaining principal offices, studios, or other 718
COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
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facilities within the boundaries of the City of Richmond. Applicable to organizations providing services (sponsoree), not fiscal sponsors.

APPLICATION REVIEW AND SELECTION PROCESS
Grantees will be tentatively notified of decisions by April-May 2026. The selection process is divided into the following steps:

1. Applications are received by the due date.

2. All applications are reviewed in depth by City staff for responsiveness, completeness, and satisfaction of eligibility requirements. Based on this review, eligible claims will proceed to the application evaluation process.

3. All complete and eligible applications are forwarded to the Review Panel, which will review and score the applications using the criteria listed in the guidelines and make an award recommendation. The inability to adhere to the application requirements may impact an organization’s overall scores. Grant awards can be less than the applicant’s original request.

4. The Review Panel’s recommendations are forwarded to City staff for review, discussion, and approval.

Any party applying shall not contact or lobby any City Council member, ECIA Review Panel member, City official, employee (except those specified for contact) or agent regarding the RFA. Any party attempting to influence or circumvent the RFA, application submittal, and/or review process may have their application rejected for violating this provision of the RFA.

All scores are final. There is no grievance process. Copies of Review Panel comments and scoring will be made available upon request.

LATE APPLICATIONS OR MODIFICATIONS TO APPLICATIONS
Applications submitted after the specified date and time will not be considered. Organizations assume responsibility for the timely submission of applications and all required documents.

Any applications may be withdrawn or modified by a written request signed by the applicant.

TECHNICAL ASSISTANCE/CAPACITY BUILDING
The City, recognizing the technical, skill-based components of a grant application process, may provide free technical assistance/capacity-building workshops in 2026 prior to the 719
COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -11- FY 2026-2027 ECIA Mini Grant (Cat.4)
application due date. The dates and times of all subsequent supports will be shared via the City’s ECIA website. Although recommended, organizations are not required to attend any of the capacity-building workshops offered by the City. The City will release information separately from this RFA with regards to TA/CB supports.

QUESTIONS ABOUT OR ADDENDUMS TO THIS RFA
It is strongly recommended that organizations register on the City’s E-Notify Me webpage (http://www.ci.richmond.ca.us/list.aspx) to ensure that they receive any addendums to or notifications regarding this RFA or the ECIA grant program.

Any requests for clarification or other questions concerning this RFA should be submitted in writing to City staff via [email protected].

GRANTEE REQUIREMENTS
If awarded a grant, organizations will be required to do the following:
• A Grant Service Agreement with specific deliverables will be executed. All organizations are expected to initiate projects within three (3) months of execution of the grant agreement. The scope of work will be based on the application submitted. • Submit progress reports and reimbursement requests (templates will be included as part of the executed grant agreement):
o Progress and Final Report - Reports will be required and must provide detailed information about the services provided. Grantees that do not submit the required reports run the risk of forfeiting their funding. A final report at the conclusion of the project or program is also required.
o Funding Requests – Requests must include the necessary documents to substantiate the disbursement (e.g., receipts, timecards, payroll records, etc.). Grantees that do not adhere to the invoicing requirements run the risk of forfeiting their funding. • Host City staff and/or members of the Review Panel for one or more site visits and/or program evaluation.
• Published program materials shall include the City seal or logo and shall state, “Made possible in part by the Richmond ECIA CSD Mini-Grant Program.” The material must be appropriate, relevant, and aligned with the approved project and should be reviewed and approved by City staff before release.
• Complete and submit a W-9 form and Supplemental Vendor Application. 720
COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -12- FY 2026-2027 ECIA Mini Grant (Cat.4)
• Obtain a City of Richmond business license (if grant amount is over $5,000. Organizations are responsible for all associated fees. Information can be found at http://www.ci.richmond.ca.us/66/Business-Licenses.
• Meet the City of Richmond insurance requirements. Fiscal sponsors, serving as the grantee, must have insurance that covers all actions of the non-profit and/or communitybased organization acting as the sub-grantee. Organizations may use grant awards to cover insurance costs.

CITY STAFF CONTACT
For inquiries or clarification regarding this program or application, please contact ECIA staff at [email protected].

GENERAL TERMS AND CONDITIONS
Background Checks: Organizations that provide services to youth or other vulnerable populations (elderly, people with disabilities, etc.) must require comprehensive background checks and fingerprinting of all employees and/or volunteers that work directly with youth or such other vulnerable populations.

Limitations: All facts and opinions stated herein are based upon available information and no representations or warranties are made with respect to their accuracy or completeness.

The application and the selection process shall in no way be deemed to create a binding contract, agreement, or offer of any kind between the City and the applicant organization. If the City selects a grantee pursuant to this RFA, any legal rights and obligations between the successful applicant, if any, and the City will come into existence only when a grant agreement is fully executed by the parties, and the legal rights and obligations of each party shall at that time be only those rights and obligations which are set forth in the grant agreement and any other documents specifically referred to in that grant agreement.

Each organization submitting applications in response to this RFA agrees that the preparation of all materials for submittal to the City are at the organization’s sole cost and expense, and the City shall not, under any circumstances, be responsible for any costs or expenses incurred by any candidate. In addition, each organization agrees that all documentation and materials submitted in response to this RFA shall remain the property of the City and may be used by the City for any reason whatsoever. In accordance with California law relating to access to public records, the City may be required to publicly disclose all submitted information and materials to third parties requesting such information. 721
COMMUNITY SERVICES DEPARTMENT MINIGRANT PROGRAM
Guidelines Fiscal Year 2026-2027
Guidelines -13- FY 2026-2027 ECIA Mini Grant (Cat.4)
Award: The City reserves the right to accept or reject any or all applications, to alter the selection process in any way, to postpone the selection process for its own convenience at any time for any reason whatsoever, to waive any defects in any application, to issue a new RFA at any time, or to provide a grant to any organization it deems appropriate in its sole and absolute discretion within or outside of the RFA evaluation process. City reserves the right to terminate a grant agreement within sixty (60) days without cause. All materials submitted become the property of the City and will not be returned. Funds awarded are public funds and any information submitted or generated is subject to public disclosure requirements, including the Public Records Act.

Federal, State and Local Laws: As part of the RFA process, the selected grantee will be required to comply with all applicable federal, state and local laws, including the City of Richmond’s Nondiscrimination Ordinance (Chapter 2.28), Business Opportunity Ordinance (Chapter 2.50), Local Employment Program Ordinance (Chapter 2.56), and Living Wage Ordinance (Chapter 2.60), California Department of Justice, and Secretary of State requirements. Please contact the City Attorney’s office for further information regarding the above requirements.
722
(https://www.submittable.com/help/organization)
ECIA FY 26-27 (Categories 1 & 2)
Limit: 300 characters
Section 1 - Organization Proposal Information
English GM
Project Name: (required)
Name of Organization or Lead Organization: (required)
Organization EIN (required)
Powered by Candid
Organization Address: (required)
Country (required)
United States
Address (required)
723
Address Line 2 (optional)
City (required)
State, Province, or
Region (required)
Zip or Postal Code (required)
Executive Director Name: (required)
First Name (required)
Last Name (required)
Program Manager Name (primary contact for the grant): (required) First Name (required)
Last Name (required)
Program Manager Phone Number: (required)
724
Upload a file. No files have been attached yet.

Acceptable file types: .pdf
Program Manager Email Address: (required)
[email protected]
Program Summary (50-word limit): (required)
Type of Applicant: (required)
Select...

Amount of Grant Funds Requested: (required)
$ USD
Proof of 501(C)(3) Status (required)
Choose File
Please upload a PDF version of your letter from the IRS stating your 501(C)(3) status.

Will you be using a fiscal sponsor? (required)
Yes
No
725
Upload a file. No files have been attached yet.

Acceptable file types: .pdf, .wpf
SECTION 2 – PROPOSAL NARRATIVE
Will you be collaborating with a partner organization? (required) Yes
No
Board of Directors (required)
Choose File
Please upload a PDF copy of your organization's board of directors. Document should include name and title of each board member
PROGRAM SUMMARY (NOT SCORED) Provide a clear and concise summary of your program. The summary should describe the program in terms of who will be served, numbers to be served, types of services, location and frequency of services, and the purpose of your program and outcomes to be achieved. This Program Summary will be used to describe the proposed program throughout the review process. There is a 100-word limit to this response. (required)
726

ORGANIZATION HISTORY AND CAPACITY
3) Describe the staffing plan for your proposed program. Identify:

The person who will have primary responsibility for managing the program and discuss their experience managing similar projects (Program Manager).

Describe the staff working on the program and their qualifications serving young people.

Any key staff that will be responsible for working with The City Manager's Department.
1) Briefly describe your organization. (required)
2) Describe your organization’s experience providing the services proposed in your application. Include information on years of service in the community being served, experience working with diverse communities and youth, and any collaboration with other organizations or systems of care. (required)
 


Enter text here: (required)
 


*Note that any resumes or external documentation related to staff working experience are optional and not necessary for submission. if you wish to provide resumes for 727
PROGRAM DESCRIPTION AND CONCEPT(40

POINTS)
review, please email them to: [email protected] with your organization and category clearly noted.

List Staff here: (required)


Staff Name Roles and Responsibilities
1 2
3 4
5 6
7 8
9 4) Identify the population that will be served in your program; and, if applicable, describe in detail the high-priority populations served by your program. How do you plan to recruit, engage, and retain children, youth, and/or caregivers in your services to reach your program’s goals? (required)
1 2
3 4
5 6
7 8
9 10
A B C
728
Limit: 1000 words
 


5) Describe the program and proposed services. Provide
information on the program design, type of services, average length of participation, location of services (include the defined boundaries for each targeted neighborhood/geographical area), and how services will be delivered. (required)
Limit: 1000 words
 


6) Are there other organizations that will support the program? Identify the roles, responsibilities and functions of each organization. (required)
 


7) List the organizations here: (required)
Collaborating Organization Roles and Responsibilities
1 1
2 A B C
729
PROGRAM IMPACT AND GOALS (40 POINTS)
9) Describe how your program will:

Measure its performance impact and achieve set outcomes What are the short-term outcomes, and what do you anticipate as the longterm impacts? What are the performance targets that will be met? How will you know that your program is successful?
How will your organization document participant enrollment, participation, and other indicators that are relevant to your program such as number of participants, participation over time, number of referrals provided, etc.? How will your program gather and assess participant outcomes throughout the grant period?
2 3
8) What are the needs that your program is designed to address (provide data)? How will the population your program serves directly benefit from the proposed services? (required) Limit: 1000 words
 


Describe the program here: (required)
Limit: 1000 words
 


3 4
730

REQUIRED RESOURCES AND BUDGET
REQUEST (20 POINTS)
10) List your program’s annual outcomes and performances for the past one to three years. Explain any fluctuations in outcome and performance year-to-year. (required)
Limit: 500 words
 


11) What are the proposed total annual program expenses for the 2026-2027 fiscal year? What were the total program expenses in the most recently completed calendar or fiscal year? Are there changes? (required)
Limit: 400 words
 


12) Describe the proposed program expenses and explain how funds requested are reasonable to support the proposed
population to be served, hours of service to be provided, and overall program design. (required)
 


731
Section 3 – Budget (Reference Appendix D and
Budget Section of the RFP)
 Limit: 400 words


13) Provide information on the other sources of revenue supporting the program. Include the name of the funding entity, amount of funds, duration of funds, and whether the funds have been received, are committed, are pending, or will be planned to be requested. State whether your program will collect fees for participation or if it will be free of charge to all participants. If collecting fees, describe your fee structure, estimated annual revenue, and estimated percent of students participating for free compared to students paying a fee. (required)
Limit: 400 words
 


1) Total organization budget (based on 990s, audited/reviewed financials, or income statement):$ (required)
2) 990, 990N, Audited Financials (required)
Choose File
732
Upload a file. No files have been attached yet.

Acceptable file types: .pdf
Program Budget Table
Please complete the following tables. The revenue table should highlight all funds coming into the program and how the ECIA grant would impact total organizational revenue. The expenditures table should highlight proposed line items for your grant and how each line item will be utilized.

Please upload a PDF copy of your most recent audited financials. Any documents submitted that are dated prior to 2023 will be excluded. 3) Program Budget: (required)
$ USD
Please enter a dollar amount for the estimated total budget for your grant program

REVENUE

Category (list
funding sources)
Request Project Budget
Budget
Narrative
1 2
3 4
5 6
7 8

A B C D
733

EXPENDITURES


Category Request Project Budget
Budget
Narrative
Drafts may be visible to the administrators of this program.

Save Draft
Submit Form
9 10
1 2
3 4
5 6
7 8
9 10

A B C D
734
(https://www.submittable.com/help/organization)
ECIA FY 26-27 Mini-Grant (Category 4)
Limit: 300 characters
Section 1 - Organization Proposal Information
Menu English GM
Project Name: (required)
Name of Organization or Lead Organization: (required)
Organization EIN (required)
Powered by Candid
Organization Address: (required)
Country (required)
United States
Address (required)
735
Address Line 2 (optional)
City (required)
State, Province, or
Region (required)
Zip or Postal Code (required)
Executive Director Name: (required)
First Name (required)
Last Name (required)
Program Manager Name (primary contact for the grant): (required) First Name (required)
Last Name (required)
Program Manager Phone Number: (required)
736
Upload a file. No files have been attached yet.

Acceptable file types: .pdf
Program Manager Email Address: (required)
[email protected]
Program Summary (50-word limit): (required)
Amount of Grant Funds Requested (required)
$5,000
$10,000
Please select whether you are applying for $5,000 or $10,000 Proof of 501(C)(3) Status
Choose File
Please upload a PDF version of your letter from the IRS stating your 501(C)(3) status.

Will you be using a fiscal sponsor? (required)
Yes
No
737
Upload a file. No files have been attached yet.

Acceptable file types: .pdf, .wpf
SECTION 2 – PROPOSAL NARRATIVE
Will you be collaborating with a partner organization? (required) Yes
No
Board of Directors (required)
Choose File
Please upload a PDF copy of your organization's board of directors. Document should include name and title of each board member
PROGRAM SUMMARY (NOT SCORED) Provide a clear and concise summary of your program. The summary should describe the program in terms of who will be served, numbers to be served, types of services, location and frequency of services, and the purpose of your program and outcomes to be achieved. This Program Summary will be used to describe the proposed program throughout the review process. There is a 100-word limit to this response. (required)
738

ORGANIZATION HISTORY AND CAPACITY
3) Describe the staffing plan for your proposed program. Identify:

The person who will have primary responsibility for managing the program and discuss their experience managing similar projects (Program Manager).

Describe the staff working on the program and their qualifications serving young people.

Any key staff that will be responsible for working with The City Manager's Department.
1) Briefly describe your organization. (required)
2) Describe your organization’s experience providing the services proposed in your application. Include information on years of service in the community being served, experience working with diverse communities and youth, and any collaboration with other organizations or systems of care. (required)
 


Enter text here: (required)
 


*Note that any resumes or external documentation related to staff working experience are optional and not necessary for submission. if you wish to provide resumes for 739
review, please email them to: [email protected] with your organization and category clearly noted.

List Staff here: (required)


Staff Name Roles and Responsibilities
1 2
3 4
5 6
7 8
9 Program Location (required)
It is a requirement that all Category 4 grant programs take place at a city facility (Recreation center, park or city building). Please list the potential locations for your grant program
1 2
3 4
5 6
7 8
9 10
A B C
740
PROGRAM CONCEPT (40 POINTS)
4) Identify the population that will be served in your program; and, if applicable, describe in detail the high-priority populations served by your program. How do you plan to recruit, engage, and retain children, youth, and/or caregivers in your services to reach your program’s goals? (required)
Limit: 1000 words
 


5) Describe the program and proposed services. Provide
information on the program design, type of services, average length of participation, location of services (include the defined boundaries for each targeted neighborhood/geographical area), and how services will be delivered. (required)
Limit: 1000 words
 


6) Are there other organizations that will support the program? Identify the roles, responsibilities and functions of each organization. (required)
 


741
IMPACT AND GOALS (40 POINTS)
9) Describe how your program will:

Measure its performance impact and achieve set outcomes What are the short-term outcomes, and what do you anticipate as the longterm impacts? What are the performance targets that will be met? How will you know that your program is successful?
How will your organization document participant enrollment, participation, and other indicators that are relevant to your program such as number of participants, participation over time, number of referrals provided, etc.?  


7) List the organizations here: (required)
Collaborating Organization Roles and Responsibilities
1 2
3 8) What are the needs that your program is designed to address (provide data)? How will the population your program serves directly benefit from the proposed services? (required) Limit: 1000 words
 


1 2
3 4
A B C
742
How will your program gather and assess participant outcomes throughout the grant period?
FINANCIAL VIABILITY (20 POINTS)
Describe the program here: (required)
Limit: 1000 words
 


10) List your program’s annual outcomes and performances for the past one to three years. Explain any fluctuations in outcome and performance year-to-year. (required)
Limit: 500 words
 


11) What are the proposed total annual program expenses for the 2026-2027 fiscal year? What were the total program expenses in the most recently completed calendar or fiscal year? Are there changes? (required)
Limit: 400 words
 


743
Section 3 – Budget (Reference Appendix D and
Budget Section of the RFP)
12) Describe the proposed program expenses and explain how funds requested are reasonable to support the proposed
population to be served, hours of service to be provided, and overall program design. (required)
Limit: 400 words
 


13) Provide information on the other sources of revenue supporting the program. Include the name of the funding entity, amount of funds, duration of funds, and whether the funds have been received, are committed, are pending, or will be planned to be requested. State whether your program will collect fees for participation or if it will be free of charge to all participants. If collecting fees, describe your fee structure, estimated annual revenue, and estimated percent of students participating for free compared to students paying a fee. (required)
Limit: 400 words
 


744
Upload a file. No files have been attached yet.

Acceptable file types: .pdf
Program Budget Table
Please complete the following tables. The revenue table should highlight all funds coming into the program and how the ECIA grant would impact total organizational revenue. The expenditures table should highlight proposed line items for your grant and how each line item will be utilized.
1) Total organization budget (based on 990s, audited/reviewed financials, or income statement):$ (required)
2) 990, 990N, Audited Financials (required)
Choose File
Please upload a PDF copy of your most recent audited financials. Any documents submitted that are dated prior to 2023 will be excluded. 3) Program Budget: (required)
$ USD
Please enter a dollar amount for the estimated total budget for your grant program

REVENUE

Category (list
funding sources)
Request Project Budget
Budget
Narrative
1 2

A B C D
745

EXPENDITURES


Category Request Project Budget
Budget
Narrative
3 4
5 6
7 8
9 10
1 2
3 4
5 6
7 8
9 10

A B C D
746
Drafts may be visible to the administrators of this program.

Save DraftSubmit Form
747
ECIA CATEGORY 1 AND 2 SCORE MATRIX
Name of Org Reviewer 1
score
Reviewer 2
score
Reviewer Score
Average
Amount of Funds
Requested Richmond? Total Points Budget over 750k?
GRIP 96 100 98 $ 50,000.00 Y 108 Y
Fab Lab Richmond(Fiscal sponsor: Ed Fund) 96 100 98 $ 50,000.00 Y 108 Y Studio Five10 (Fiscal Sponsor: Ed Fund) 96 96 96 $ 50,000.00 Y 106 Y Scientific Adventures for Girls 96 96 96 $ 50,000.00 Y 106 Y Rubicon Programs 88 100 94 $ 50,000.00 Y 104 Y
Desarrollo Familiar 96 92 94 $ 50,000.00 Y 104 Y
Safe Organized Spaces 84 100 92 $ 49,990.03 Y 102 Y
WCCUSD Dental Clinic (Fiscal Sponsor: Ed Fund) 96 88 92 $ 50,000.00 Y 102 Y The Practice Space 96 88 92 $ 15,000.00 Y 102 Y
RPAL 88 92 90 $ 50,000.00 Y 100 Y
The Watershed Project 84 96 90 $ 50,000.00 Y 100 Y
YMCA of the East Bay 80 100 90 $ 50,000.00 Y 100 Y
Richmond Art Center 96 80 88 $ 50,000.00 Y 98 Y
The Latina Center 80 96 88 $ 50,000.00 Y 98 Y Recommended grantees Total by
Category
Richmond Promise 76 96 86 $ 50,000.00 Y 96 Y GRIP $ 50,000 Hidden Genius Project 80 92 86 $ 50,000.00 Y 96 Y Fab Lab Richmond (FS: EdFund) $ 50,000 Summer Search 92 96 94 $ 50,000.00 N 94 Y Rosie the Riveter Trust $ 50,000 Headwaters Science Institute 92 96 94 $ 50,000.00 N 94 Y 1Hundred Years Enterprise Foundation $ 49,360 Making Waves Education Foundation 96 68 82 $ 50,000.00 Y 92 Y Inspiring Communities $ 45,973 Center for Empowering Refugees 88 96 92 $ 49,961.63 N 92 Y West County Youth Salesian Club $ 35,000 Contra Costa College - Metas (Fiscal Sponsor: Ed Fund) 96 68 82 $ 50,000.00 Y 92 Y Hidden Genius Project $ 10,000 Aim High for Highschool 80 96 88 $ 50,000.00 N 88 Y Motivated 2 Help Others $ 10,000 James Morehouse Project 80 76 78 $ 50,000.00 N 88 Y Rosie the Riveter Trust $ 10,000 Living Jazz 68 100 84 $ 22,210.00 N 84 Y Rob Skate Academy (FS: Ed Fund) $ 10,000 Renaissance Entrepreneurship Center 80 88 84 $ 35,000.00 N 84 Y Ephesians Community Development Center $ 10,000 Bike East Bay 80 88 84 $ 22,720.00 N 84 Y Empowering Youth Through Music $ 10,000 18 Reasons 96 72 84 $ 50,000.00 N 84 Y Washington Elementary PTA $ 10,000 Youth Code Now (Fiscal Sponsor: Ed Fund) 64 96 80 $ 50,000.00 N 80 Y $ 350,333 Child Abuse Prevention Council 80 80 80 $ 30,000.00 N 80 Y Art at Vibe (Fiscal Sponsor: Independent Arts) 68 72 70 $ 50,000.00 Y 80 Y Bridge Builders 76 72 74 $ 50,000.00 N 74 Y
Ephesians Community Development Center 56 56 56 $ 50,000.00 Y 66 Y Rob Skate Academy (Fiscal Sponsor: Ed Fund) 76 52 64 $ 50,000.00 N 64 Y Richmond Land 36 48 42 $ 50,000.00 Y 52 Y
Rosie the Riveter Trust 96 100 98 $ 50,000.00 Y 108 N
1Hundred Years Enterprise Foundation 100 92 96 $ 49,360.00 Y 106 N Inspiring Communities 80 96 88 $ 45,973.00 Y 98 N
West County Youth Salesian Club 68 100 84 $ 35,000.00 Y 94 N Washington Elementary PTA 76 84 80 $ 50,000.00 Y 90 N
Bright Futures Development 72 84 78 $ 50,000.00 Y 88 N
Berkeley Baby Book Project 96 76 86 $ 15,000.00 N 86 N
Tibetan Association or NorCal 64 80 72 $ 40,000.00 Y 82 N CoBiz Richmond 64 68 66 $ 50,000.00 Y 76 N
New Life Movement 56 72 64 $ 10,000.00 Y 74 N
Future Generations Project 60 68 64 $ 50,000.00 Y 74 N
Ronnie "Bubba" Robinson Scholarship Foundation 68 60 64 $ 35,000.00 Y 74 N Men & Women of Purpose 56 68 62 $ 50,000.00 Y 72 N
The Black Neighborhood 56 64 60 $ 50,000.00 Y 70 N
Touch of New Life 64 56 60 $ 50,000.00 Y 70 N
Change for FiveHundred Inc 56 56 56 $ 50,000.00 Y 66 N
Kings Accountability 56 72 64 $ 50,000.00 N 64 N
RichMinds Network Coalition 40 76 58 $ 50,000.00 N 58 N *NOTE: Used FS budget to decide for FS orgs
no more than $100K total per grant cycle for organizations with more than $750K annual budget
CAT 1
CAT 2
CAT 4 - MINI $ 70,000.00
$ 180,333.00
$ 100,000.00
748
Name of Org Reviewer 1 score Reviewer 2 score Reviewer 3 score Reviewer 4 score Average Reviewer Score Amount of Funds Requested Richmond? Total Points Hidden Genius Project 100 80 92 100 93 $ 10,000.00 Y 103 Motivated 2 Help Others 100 80 92 100 93 $ 10,000.00 Y 103 Rosie the Riveter Trust 100 80 92 92 91 $ 10,000.00 Y 101 Rob Skate Academy (Fiscal Sponsor: WCC Ed Fund) X 100 92 100 97 $ 10,000.00 N 97.3 Ephesians Community Development Center 72 80 92 100 86 $ 10,000.00 Y 96 Empowering Youth Through Music 96 64 76 100 84 $ 10,000.00 Y 94 Washington Elementary PTA 100 64 76 80 80 $ 10,000.00 Y 90 Got Goals! (Fiscal Sponsor: Bay Area Girls Club) 84 64 80 88 79 $ 10,000.00 Y 89 WCC Ed Fund 80 76 72 88 79 $ 10,000.00 Y 89
Headwaters Science Institute 84 88 80 100 88 $ 10,000.00 N 88 Center for Lao Studies 100 72 88 88 87 $ 10,000.00 N 87 Contra Costa Senior Legal Services 92 84 84 80 85 $ 10,000.00 N 85 Art at Vibe (Fiscal Sponsor: Independent Arts & Media) 72 68 68 80 72 $ 10,000.00 Y 82 Richmond Steelers 64 76 56 44 60 $ 10,000.00 Y 70
Recommended $ 70,000.00
Total Received $ 140,000.00
ECIA CATEGORY 4 SCORE MATRIX
749
1 RESOLUTION NO._________________

RESOLUTION OF THE COUNCIL OF THE CITY OF RICHMOND, CALIFORNIA AUTHORIZING

THE CITY MANAGER TO NEGOTIATE AND EXECUTE GRANT SERVICE AGREEMENTS

WITH NONPROFIT ORGANIZATIONS THAT RECEIVED GRANT AWARDS FROM THE FY 2026-2027 ENVIRONMENTAL AND COMMUNITY INVESTMENT AGREEMENT (ECIA) FOR AN

AMOUNT NOT TO EXCEED THREE-HUNDRED FIFTY THOUSAND AND THREE-HUNDRED THIRTY-THREE DOLLARS ($350,333)
WHEREAS, on July 29, 2014, the City of Richmond and Chevron Products Company entered into the initial Chevron Modernization Project Environmental and Community Investment Agreement (ECIA); and
WHEREAS, the ECIA was amended in August 2015 and December 2015; and WHEREAS, the ECIA provides $90 million to Richmond over a 10-year period ($80 million in revenue to the City and $10 million for a photovoltaic solar farm) and includes investments in community-based greenhouse gas reduction programs and various community programs, including but not limited to a competitive grant program; and WHEREAS, $6 million is allocated to fund the competitive grant program which was established to fund community programs and non-profits focused on community, youth, and youth sports; and WHEREAS, $400,333 is allocated for FY 2026-2027 for grant awards within four (4) grant categories; and
WHEREAS, in FY 2026-2027 there is a total of $280,333 available to award in category 1 [organizations reporting gross receipts of equal to or less than $50,000 annually (990N)] and category 2 [organizations reporting gross receipts of more than $50,000 annually (990)], with a minimum grant award of $5,000 and maximum grant award of $50,000, with a maximum of $100,000 earmarked for organizations with annual budgets at or exceeding $750,000; and WHEREAS, in FY 2026-2027 there is a total of $70,000 available to award in category 4 [organizations providing programming at city-owned facilities (e.g., parks, community centers, etc.)], with a minimum grant award of $5,000 and maximum grant award of $10,000.

WHEREAS, on January 20, 2026, the City Council authorized the release of the “Fiscal Year 2026-2027 Richmond - ECIA Community Grant Program Guidelines and Application”; and WHEREAS, eligible organizations were required to have 501(c)(3) tax status and provide services to Richmond and/or North Richmond residents; and
WHEREAS, the application was released on January 23, 2026; and WHEREAS, applications were due on March 13, 2026, and seventy-two (72) organizations submitted applications; and
750
2 WHEREAS, after review by City staff for completeness, sixty-six (66) applications were forwarded for review and scoring by the Council-appointed ECIA Grant Review Committee; and WHEREAS, the ECIA Grant Review Committee recommended to City Council that grants be awarded to the following thirteen (13) organizations, for a total award amount not to exceed $350,333; and Category 1 (990N Organizations)
Organization
Recommended
Award Amount
Fab Lab Richmond (Fiscal Sponsor: West Contra Costa Public Education Fund)
$ 50,000
Greater Richmond Inter-faith Program $ 50,000
TOTAL $ 100,000
Category 2
(990 Organizations)
Organization
Recommende
d Award
Amount
1Hundred Years Enterprise Foundation $ 49,360
Inspiring Communities $ 45,973
Rosie the Riveter Trust $ 50,000
West County Youth Salesian Club $ 35,000
TOTAL $ 180,333
Category 4
(Mini Grant)
Organization
Recommende
d Award
Amount
Empowering Youth Through Music $ 10,000
Ephesians Community Development Center $ 10,000
Hidden Genius Project, Inc. $ 10,000
Motivated 2 Help Others $ 10,000
Rob Skate Academy (Fiscal Sponsor: West Contra Costa Public Education Fund)
$ 10,000
Rosie the Riveter Trust $ 10,000
Washington Elementary PTA $ 10,000
TOTAL $ 70,000
WHEREAS, the Richmond City Council authorizes City staff to negotiate and enter into grant service agreements with the thirteen (13) recipient organizations and to provide oversight to assure that deliverables are met and that activities and expenses are consistent with the intent of each agreement; and
WHEREAS, the City Council received and accepted a staff report dated July 28, 2026, with regard 751
3 to this resolution.

NOW, THEREFORE BE IT RESOLVED, that the Council of the City of Richmond, California, adopts the Resolution to allocate FY 2026-2027 Environmental and Community Investment Agreement (ECIA) funds to the grantees in the amounts specified above, and authorizes the City Manager’s Office to negotiate and execute contracts with award recipients. ------------------------------------------------------
I certify that the foregoing Resolution was passed and adopted by the Members of the City Council of the City of Richmond, California at a regular meeting held on July 28, 2026, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

______________________________
Clerk of the City of Richmond
Approved:
_______________________________________
Mayor
Approved as to form:
________________________________________
City Attorney
752

Page 1 of 5 ends

July 28, 2026
City Manager's Office
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Shasa Curl, City Manager
Patrick Seals, Administrative Chief
SUBJECT: Updates on Ongoing and Upcoming Assessment, Study, and Project Timelines and Opportunities for Strategic
Coordination
FINANCIAL IMPACT: The is no financial impact on receiving this item.

However, improved coordination of assessments,
studies, related projects, and community engagement
efforts may create future opportunities to reduce
duplicative consultant work, better sequence staff time, and identify efficiencies in public outreach and project management.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The City is managing several major assessments,
studies, and related projects with overlapping timelines, staffing needs, consultant coordination, and community
outreach. Many of these efforts are required by the City Charter, state or federal law, City Council direction, grant or funding requirements, or operational and infrastructure needs. While each effort has a distinct purpose and must proceed according to its own requirements, the volume of concurrent work creates a need for greater coordination to reduce duplicative engagement, manage staff and
community capacity, align related work, share
information, and sequence outreach more strategically.

AGENDA
REPORT
753

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July 28, 2026
RECOMMENDED ACTION: RECEIVE an informational report on ongoing and upcoming City assessments, studies, and related
projects, including overlapping timelines, staff and
community capacity considerations, and opportunities to coordinate outreach, consultant work, data collection,
and related project efforts – City Manager’s Office
(Patrick Seals 510-307-8016).

DISCUSSION:

Background
The City is currently supporting, initiating, or preparing for several assessments, studies, and related projects across multiple departments and subject areas. These efforts are intended to support informed decision-making, long-term infrastructure planning, community investment, operational improvements, regulatory compliance, and future policy development.

Consequently, the City Manager requested that City staff review the various assessments, studies, and related projects currently underway or anticipated over the next several years. The purpose of this review was to better understand the timing of these efforts, identify areas of overlap, and consider how the City can move more strategically as multiple departments engage with the community, consultants, and partner agencies.

A preliminary timeline has been prepared to show the timing of known and anticipated efforts (Attachment 1). The timeline includes, but is not limited to, the following:
 Sea Level Rise Adaptation Plan
 Facility Condition Assessment
 Mental Health Assessment
 Port Economic Impact
 Port Offshore Wind Study
 Chevron Settlement Funds Assessment
 Facility Needs Assessment Plan
 Black Resiliency Assessment
 Richmond Fund for Children and Youth Assessment
 HUD Annual Plan
 City Asset Plan
 General Plan Update
 Parks Master Plan
This list is preliminary and may be revised as additional information becomes available or as departments update project timelines.
754

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DISCUSSION:

The timeline shows that several major assessments, studies, and related projects are occurring during the same general period. Many of these efforts require staff coordination, consultant management, data collection, community engagement, stakeholder interviews, public meetings, and eventual reporting to the City Council or other decision-making bodies.

It is important to note that the purpose of this review is not to delay or reconsider the necessity of these efforts. Many of the identified efforts are required by the City Charter, direct City Council direction, legal or regulatory obligations, funding requirements, or operational needs. The purpose of the timeline is to provide a clearer understanding of the City’s overall workload and identify opportunities to coordinate outreach, consultant work, staff support, data collection, and reporting where appropriate.

While each effort has a separate purpose, funding source, scope, and required outcome, several may involve similar audiences, related questions, or overlapping community engagement needs. Without coordination, the City may unintentionally create duplicative outreach, repeated requests for similar information, or multiple community meetings that address related issues in separate forums.

This overlap creates both challenges and opportunities.

The potential challenges include:
 Repeated outreach to the same residents, community-based organizations, businesses, and stakeholders
 Community fatigue due to multiple meetings, surveys, focus groups, and engagement requests occurring within a similar timeframe  Increased staff time required to manage overlapping consultant teams, public meetings, and reporting deadlines
 Missed opportunities to align findings across related assessments, studies, and projects
 Potential duplication in consultant scopes of work, community engagement activities, data collection, and analysis
At the same time, the overlapping timelines create opportunities for more strategic coordination. Where appropriate, the City may be able to sequence meetings in a more intentional manner, combine outreach activities, share data across efforts, align consultant work, and reduce the number of separate community touchpoints. This approach may help the City gain economies of scale, make better use of staff time, and create a more understandable process for residents and stakeholders.

The goal is not to merge all efforts or change the individual purpose of each assessment, study, or project. Rather, the goal is to identify where coordination would improve efficiency, reduce redundancy, and support better outcomes. Some efforts may be legally required, tied to specific funding sources, or subject to distinct timelines.

Others may have more flexibility in how outreach, analysis, or reporting is conducted. 755

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July 28, 2026
Understanding these differences will be important as City staff evaluates opportunities for coordination.

Potential coordination strategies may include:
 Maintaining a City-wide assessment, study, and project timeline that is regularly updated
 Identifying which efforts require community outreach, surveys, focus groups, or public meetings
 Reviewing consultant contracts, requests for proposals, scopes of work, and engagement plans for areas of overlap
 Sequencing community meetings to avoid unnecessary duplication  Combining outreach activities when topics, audiences, or timing align  Sharing relevant data, findings, and community feedback across departments where appropriate
 Establishing regular internal coordination among departments managing major efforts
 Developing consistent messaging so the community understands how the various efforts relate to one another
 Identifying opportunities to align final reports, recommendations, or City Council presentations when appropriate
City staff may also review existing and anticipated consultant agreements to determine whether there are opportunities to coordinate tasks or avoid duplicative work. This review may include vendor contracts, requests for proposals, scopes of work, engagement plans, and project schedules.

Many of the assessments, studies, and related projects identified in the timeline involve direct community engagement. These efforts may include surveys, interviews, focus groups, public meetings, stakeholder meetings, workshops, and other outreach activities.

Coordinating these efforts may improve the community experience by reducing repetitive engagement requests, making outreach more accessible and understandable, and helping residents see how related efforts connect to broader City priorities. A more coordinated approach may also help ensure that community input is used effectively across multiple projects where appropriate.

CONCLUSION:

The preliminary timeline provides a useful tool for understanding the number, timing, and overlap of major City assessments, studies, and related projects. The timeline also highlights the need for continued internal coordination as City staff manages community outreach, consultant work, data collection, and future reporting.

Receiving this informational report will allow the City Council to review the scope of upcoming work and provide general direction regarding the importance of moving 756

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July 28, 2026
strategically, reducing redundancy, and identifying opportunities for coordination and collaboration where appropriate.

DOCUMENTS ATTACHED:

Attachment 1 – Preliminary Planning and Assessment Timeline (Chronological) Attachment 2 – Preliminary Planning and Assessment Timeline (Grouped) Attachment 3 – Assessment Study and Project Table
757
758
759
Assessment, Study, and Project Table
Assessment, Study, or
Project Timeline Cost Funding Source Vendor / Consultant Requirement or Driver Notes / Missing Information Sea Level Rise Adaptation Plan Apr. 2025 -
Dec. 31, 2027
$400,000 Ocean Protection Council
grant
Mithun, Inc. Regulatory requirement under
Senate Bill 272
Required to be completed by Jan. 1, 2034
Asset Inventory and Condition
Assessment for Parks
Amenities and City Buildings
Oct. 2025 -
Aug. 2026
Approximately $1
million
Hellman Foundation
grant, $250,000; General
Fund, $750,000
GHD; NEXGEN
software platform
Operational and infrastructure
need; not legally mandated
GHD is performing the asset inventory and condition
assessment. NEXGEN will be used by City staff as an asset management and maintenance management system
Mental Health Assessment Jun. 2026 -
Nov. 2026
$137,305 General Fund Health Management
Associates, Inc.

City Council directed
Port Economic Impact Study Jun. 2026 -
Dec. 2026
Approximately
$112,000
Port funds John C. Martin Port operational/economic
development need; not legally
mandated
No regulatory, statutory, Richmond Municipal Code, or Charter requirement identified
Port Offshore Wind Study /
Offshore Wind Conceptual
Planning Project
Jun. 2026 -
May 2027
$855,610 total project
funding
$750,000 California
Energy Commission
grant; $105,610 Port
Enterprise Fund match
TBD Grant-funded Port planning /
economic development
opportunity
California Energy Commission Agreement OSW-25-003. Vendor or consultant still needs to be confirmed
Polluters Pay Community
Engagement
Aug. 2026 -
Feb. 2027
$299,610 General Fund, using
limited-term revenue
from Chevron
Dalberg Advisors City Council directed Advisory-only and not legally mandated Facility Needs Assessment
Plan
Sept. 2026 -
Dec. 2026
Assessment
preparation cost TBD;
preliminary identified
capital and
maintenance needs
total approximately
$1.5 billion City-wide
General Fund and
grants, as available
NEXGEN supporting
asset-management
portion; additional
vendors or consultants
TBD
Operational and infrastructure
need; not legally mandated
Phase 1 includes existing identified needs: approximately $1.2 billion in unfunded capital needs over 10 years and
approximately $300 million in maintenance needs. Phase 2 will use NEXGEN to refine estimates, identify additional needs, assess priorities and risks, and recommend sequencing. Facilityspecific portion still needs to be isolated Black Resiliency Assessment /
State of Black Richmond
Report
Oct. 2026 - Jul.
2027
Not to exceed
$500,000 for
consultant services,
based on initial staff
report
General Fund Consultant TBD City Council directed Request for Proposals released; responses due August 13, 2026; exact cost pending receipt and review of proposals Richmond Fund for Children
and Youth Assessment
Nov. 2026 -
May 2027
Approximately
$220,000
General Fund /
Richmond Fund for
Children and Youth
administration funds
TBD Charter requirement under
Article XV, Richmond Fund for
Children and Youth
Funding may come from Richmond Fund for Children and Youth administration funds, consistent with Article XV
HUD Annual Public Housing
Agency Plan
Jan. 2027 -
Apr. 2027
No additional cost
anticipated
Existing Richmond
Housing Authority staff
resources
In-house Federal regulatory
requirement under 24 Code of
Federal Regulations Part 903
Annual process includes Resident Advisory Board consultation, public review, public hearing, Board approval, and submission to the United States Department of Housing and Urban
Development
City Asset Plan Jan. 2027 - Jul.
2027
Estimated additional
$750,000 to $1 million
General Fund and
grants, as available
NEXGEN as central
asset-management
platform; specialty
vendors or consultants
as needed
Operational and infrastructure
need; not legally mandated
Covers multiple asset categories at different levels of completeness. Some inventories have been collected and need to be entered into NEXGEN; other inventories, such as the City's tree inventory, may require six to eighteen months
General Plan Update Jun. 2027 -
Jun. 2029
Estimated $750,000 -
$1 million
General Fund and
comprehensive planning
fees
RFP to be issued State law and Richmond
Municipal Code requirement
Update needed because the current General Plan buildout horizon is 2030
Parks Master Plan Jun. 2027 -
Jun. 2029
TBD TBD Public Works lead Operational / infrastructure / parks planning need
May support or align with the General Plan Update process 760

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July 28, 2026
DocID #75138v1
Community Development
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Lina Velasco, Director of Community Development
Jesus Morales, Housing Manager
Catherine Casimere, Housing Services Supervisor
Subject: Contract Amendment No. 6 with Hatchuel Tabernik & Associates for Project Evaluation Services
FINANCIAL IMPACT: The proposed $63,000 expenditure is included within the approved Fiscal Year 2026-2027 budget and is funded by
the Encampment Resolution Fund Round 2 (ERF-2-R)
award received from the California Department of
Housing and Community Development. There is no
impact on the General Fund.

PREVIOUS COUNCIL
ACTION:

December 21, 2021
February 10, 2022
January 10, 2023
October 27, 2023
May 21, 2025

STATEMENT OF THE
ISSUE:

City staff is requesting City Council approval of Contract Amendment No. 6 with Hatchuel Tabernik & Associates
in the amount of $63,000 to provide project evaluation
services for the Housing Division’s Encampment
Resolution Fund projects. The amendment will increase
the funding amount to support ongoing program
evaluation, performance measurements, and reporting
activities.

RECOMMENDED ACTION: APPROVE the sixth contract amendment with Hatchuel Tabernik & Associates, in the amount of $63,000, for a
total amount not to exceed $203,000, to provide project evaluation and reporting services for the Housing
Division’s Encampment Resolution Funding (ERF-2-R)
projects - Community Development Department (Lina
AGENDA
REPORT
761

Page 2 of 3 ends

July 28, 2026
DocID #75138v1
Velasco/Jesus Morales 510-620-6649/Catherine
Casimere 510-620-6764).

DISCUSSION:

On December 21, 2021, the City Council approved an on-call professional services contract with Hatchuel Tabernik & Associates (HTA) for $15,000, with an additional $15,000 option, for a total amount not to exceed $30,000. The contract supported preparation of the City’s first Encampment Resolution Funding (ERF) application.

On February 2, 2022, the City exercised the option through Amendment No. 1, increasing the contract amount to $30,000. On January 10, 2023, the City executed Amendment No. 2, adding $10,000 and increasing the total contract amount to $40,000 to support preparation of the City’s second ERF application.

Amendment No. 3 added $100,000, increasing the total contract amount to $140,000.

The amendment expanded the scope to include on-call grant writing services for the Housing Division’s homelessness initiatives and third-party evaluation services for the City’s first ERF program. Amendment No. 4 extended the contract through June 30, 2025, and Amendment No. 5 further extended the term through December 31, 2028 (Attachment 1).

City staff now recommend approval of contract amendment no. 6 with HTA for $63,000, increasing the total contract amount from $140,000 to $203,000. The amendment will allow HTA to continue providing project evaluation and reporting services support for the Housing Division’s ERF-2-R Program, including performance measurements, outcome evaluation, and reporting requirements (Attachment 2).

HTA assisted the City in preparing two successful ERF applications, which secured more than $13.5 million in State funding to help unhoused residents transition to stable housing. HTA also provided evaluation and reporting support for the City’s first ERF program.

Through this prior work, HTA has developed knowledge of the City’s ERF goals, program structure, reporting requirements, and service-delivery partners. This experience will allow HTA to build on the existing evaluation work, document lessons learned, and identify opportunities to improve program services.

Scope of Amendment No. 6
Under this amendment, HTA will develop and carry out a comprehensive evaluation framework to measure ERF-2-R program performance, participant outcomes, and overall project effectiveness throughout the grant term.

The evaluation will include:
 Developing focus group and key informant interview protocols  Gathering feedback from ERF-2-R participants, contracted service providers, Housing Division staff, City and County partners, and other key stakeholders 762

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July 28, 2026
DocID #75138v1
 Collecting and analyzing program and archival data, including Homeless Management Information System (HMIS) data and service utilization data  Reviewing best practices and evidence-based measures related to homelessness interventions and housing stabilization programs, as appropriate  Documenting lessons learned and recommending opportunities to improve service delivery
HTA will also develop a Leadership Focus Group Protocol and assist with preparations for a Leadership Focus Group planned for spring 2027. The focus group will assess the City’s progress toward the goals of the Homelessness Strategic Plan and gather detailed feedback from key stakeholders.

In addition, HTA will design and support implementation of a public-facing data dashboard for the Community Development Department’s Housing Division website.

The dashboard will be updated regularly to provide transparent information on ERF-2-R performance measures and program outcomes.

These services will help the Housing Division measure progress toward ERF-2-R objectives, document participant and program outcomes, identify opportunities for continuous improvement, and meet State reporting and grant compliance requirements.

SYNERGISTIC POLICIES:

The proposed contract amendment is consistent with and advances the goals and objectives of the City's Homelessness Strategic Plan by building capacity, collaboration, and accountability within agencies working to address homelessness and the system of care as a whole. The evaluation framework, leadership engagement process, and public-facing data dashboard will provide valuable information to measure progress, inform policy decisions, and promote transparency, ensuring that ERF-2-R investments align with the City's long-term strategy to reduce homelessness and increase housing stability.

DOCUMENTS ATTACHED:

Attachment 1 – Original Contract and Amendments 1 - 5
Attachment 2 – Amendment No. 6
763

CITY OF RICHMOND

STANDARD CONTRACT
Department: Project Manager:

Project Manager E-mail: Project Manager Phone No:

PR No: Vendor No: P.O./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 (herein referred to as the “City”) and the following named Contractor:

Company Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No: / Expiration Date:

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 it
terminates unless terminated as provided herein.

3. Payment Limit. City’s total payments to Contractor under this Contract shall not exceed $ . City shall not pay for services that exceed
the Contract Payment Limit unless a contract amendment has been approved by the City Council or City Manager.

4. Contractor’s Obligations. Contractor shall provide those services and carry out that work described in the Service Plan (Exhibit A) which is attached hereto and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

5. City's Obligations. City shall make to the Contractor those payments described in the Payment Provisions (Exhibit B) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

Community Development Lina Velasco
[email protected] (510) 620-6706
9879
Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond to prepare grant applications, including an Encampment Resolution Funding application.

Hatchuel Tabernik & Associates (HTA)
2560 9th Street, Ste. 319A
Berkeley, CA 94710
Russell Lobar, Chief Financial Officer
(510) 338-8131 [email protected]
4005-9991 March 16, 2022
December 21, 2021
December 31, 2022
15,000
✔







 



□
□
□
□
□ □ □ □
764

6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C) which are attached hereto and are incorporated herein by reference.

7. General Conditions. This Contract is subject to the General Conditions (Exhibit D) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. (Note:
other than Public Works contracts, the City will agree to Special Conditions only in unusual circumstances.)

9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F) which are attached hereto and are incorporated herein by reference.

10. Signatures. These signatures attest the parties' Contract hereto:

CITY OF RICHMOND CONTRACTOR:
a municipal corporation

By:
(* The Corporation Chairperson of the Board,
President or Vice President should sign below)

Title: By:

I hereby certify that this Contract Title:
has been approved by City Council.

Date Signed:

By:

City Clerk
(* The Corporation Chief Financial Officer,
Secretary or Assistant Secretary should sign below)
Approved as to form:

By:

By: Title:

City Attorney
Date Signed:

(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation
or nonprofit organization, this Contract (1) must
be signed by (a) the Chairperson of the Board,
President or Vice-President and (b) the
Secretary any Assistant Secretary, the Chief
Financial Officer or any Assistant Treasurer.

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
Standard Contract/EJ/TE 9-26-07
Hatchuel Tabernik & Associates (HTA)







 











~ D0<:uSign&d by:

L::\· .. :"r
------ .OFOOOC IE4C50405 .... - ----------
765
For the Contract between the City of
Richmond and

EXHIBIT A

SERVICE PLAN
Contractor shall, to the satisfaction of the , perform the following services and be compensated as outlined below:

City of Richmond
Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond to plan and prepare a competitive Encampment Resolution Funding grant application as described in the scope attached.

Hatchuel Tabernik & Associates (HTA)







 



766
2560 Ninth Street, Suite 319A
Berkeley, CA 94710
p: 510-559-3193
f: 510-486-8001
www.htaconsulting.com
Proposal
Date: December 2, 2021
To: Michelle Milam, City of Richmond
From: Tim Tabernik, HTA Consulting President
RE: Grant Writing Services for Encampment Resolution grant Hatchuel Tabernik & Associates (HTA) is an independent consulting firm that provides costeffective, high-quality services for public agencies, educational institutions, nonprofit organizations, charitable foundations, and healthcare organizations.

Experience
HTA has many years of success in writing government and foundation grants, yielding our clients over $850 million in funding since 1998. From interpreting the nuances of an RFP to assisting with securing memoranda of understanding or pulling together stakeholder partnerships, HTA has the experience, knowledge, and flexibility to respond quickly and effectively. Our staff and associates contribute a rich mix of specific technical expertise, a diverse knowledge of communities and content areas, and cultural/language capacities. Our credentials encompass experience and training in grant writing and fundraising, strategic planning, program evaluation, statistical analysis, program management, training, and community organizing. We have expertise in content areas including, K16 education, STEM education, workforce development, public health, behavioral health, corrections, social work, geographic information systems, journalism, and publishing. This broad knowledge base enables us to effectively pursue funding from multiple sources. The HTA team is committed to our clients’ success and always willing ‘to go the extra mile.

Approach
As a full-service consulting firm, HTA draws on the experience of our entire staff when crafting competitive grant proposals. Our evaluation team designs and writes evaluation plans ranging from basic data collection and analysis to sophisticated multi-year experimental or quasi-experimental designs; assists with data analysis and presentation; and consults on content areas of expertise. If a proposed project envisions a community needs assessment process, our grant writers call on our planning team to help outline a process that meets our client’s needs within the funder’s parameters.

Our collaborative approach and breadth of skills allow us to build well-thought-out, realistic grant packages that capture readers’ interest and set the stage for effective implementation.

HTA has developed systems to create proposals that are both technically correct and compelling.

From start-up and discovery, through budget development, research on best practices and exemplary programs, narrative construction, compilation and completion of all required forms and 






 



EMPOWERING ORGANIZATIONS, 767 ADVANCING COMMUNITIES
Prepared by Hatchuel Tabernik & Associates Page 2
attachments, quality assurance, and packaging and submitting a final application, HTA has thought through every step of the complex and demanding grants process.

Grant Writing Team
Our grant writing team has breadth and depth of experience in creating competitive grant proposals. x Tim Tabernik, co-founder and President of HTA, with his extensive experience in the nonprofit and public sectors, and longstanding relationships with many key contacts consistently brings significant value to our clients’ fundraising efforts. x Randy Malat, MA, MS, Chief Grant Writer, has written over $350 million in successful grants for school districts, city and county governments, colleges and universities, and nonprofit organizations in the Bay Area since he joined HTA in 2001. x Sarah Akin, MA, HTA Grant Team Director, has six years of grant writing experience in economic and workforce development, K-16 education, public health, social services, and community-led initiatives. She also brings over 15 years of experience in program planning and project management.
x Monica Gyulai, Associate, has more than 25 years of writing, editing, and teaching experience in a wide range of fields, including education, journalism, anthropology, and the arts.
x Kaylie Low, Associate, brings five years of experience in environmental studies, planning, project management, and research in urban and community development. x Aurelio Rivera, Associate, supports project management, coordination, and supports data collection and analysis.

In addition to our core grant writing team, HTA works with a number of experienced affiliate grant writing associates on a project by project basis. These associates generally have subject matter expertise specific to the project. HTA Senior Associates and our project management staff work with all affiliate associates to assure consistency, quality, and an exceptional experience for our clients. We also draw on our firm’s experienced Planning and Evaluation staff to help craft competitive grant proposals for our clients.

Description of Project
We propose to assist the City of Richmond to plan and prepare a competitive Encampment Resolution grant application with a deadline of December 31, 2021.

HTA will deliver the following: Client is responsible for the following:
x Project Narrative/Timeline
x Budget Development
x Budget Narrative
x Draft Letters of Agreement
x Editing and Formatting
x Application Forms
x Assistance with attachments
x Quality Assurance
x Needs data
x Organizational capacity information
x Program design information
x Budget information
x All required attachments
x Signatures on all forms and letters
x Timely review of all materials







 



768
Prepared by Hatchuel Tabernik & Associates Page 3
HTA will deliver the following: Client is responsible for the following:
x Packaging and Submitting o x Delivery of all final materials 48 hours (2 business days) prior to the deadline. If
this requirement is not met, HTA may
not take responsibility for submission.

Fees
HTA proposes a Time and Materials contract, under
which HTA will only perform work at your request,
and we will bill only for the time actually expended.

We estimate the following costs, but the actual total
may end up being more or less than this estimate. We
ask you to provide 50% of the estimated fee upon
contracting for these services. We will inform you if it is looking like we are going to exceed this amount.

Activity Total
Hours
Total Cost
Start Up
Project Launch/Communication
Client Background Review
RFP Review/Setting up workplan
Subtotal 7 $950
Program Planning/Strategy
Program Planning/Strategy
Subtotal 5 $775
Meeting & Facilitation
Meeting Prep/Follow-up
Facilitation/Meetings
Subtotal 6 $900
Literature/Research/ Document Review
Needs Data Research
Background Research
Subtotal 3 $375
Grant Writing/Development
Grant Writing
Subtotal 45 $5,625
Editing/Formatting
Editing/Reviewing/Formatting
Subtotal 4 $800
Fee Structure Time &
Materials
Full fee $12,695
Due Upon Contracting $6,348







 



769
Prepared by Hatchuel Tabernik & Associates Page 4
Budget
Budget Development
Budget QA and Formatting
Budget Narrative
Subtotal 6 $1,050
Forms, Attachments, and Supporting
Documentation

Letter of Commitment Development
Subtotal 2 $250
Quality Assurance, Packaging & Submission
Quality Assurance
Packaging and Submission
Subtotal 5 $700
Project Management
Project Management
Subtotal 6 $900
Subtotal Tasks 89 $12,325
Administrative Cost @ 3 % $370
Total Cost $12,695
Pricing of services is calculated based on:

President and CEO $250/hr
Director/Chief $200/hr
Senior Associate (II) $175/hr
Senior Associate (I) $150/hr
Associate $125/hr
Project Manager $100/hr
Junior Associate $ 75/hr
Data Entry $ 75/hr
Administrative costs. There is a 3% administrative fee applied to each project. The administrative fee includes such items as printing, supplies, mailing/shipping, software subscriptions (statistical and survey packages, graphics software, and mapping systems), and tolls/parking for local travel. Please note for projects with extensive travel there might be additional line items for mileage, airfare/car rentals or hotels.

We welcome the chance to work with you on this project and thank you for the opportunity. If you have further questions, please feel free to contact me at your convenience. 






 



770
For the Contract between the City of
Richmond and

EXHIBIT B

PAYMENT PROVISIONS
{PLEASE NOTE THAT THE CITY OF RICHMOND SHALL NOT PAY FOR SERVICES

THAT EXCEED THE CONTRACT PAYMENT LIMIT UNLESS A CONTRACT

AMENDMENT HAS BEEN APPROVED BY THE CITY COUNCIL OR THE CITY MANAGER}

1. Provided Contractor is not in default under this Contract, Contractor shall be compensated as provided below.

2. Any and all payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photo copying, 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.

3. Contractor shall submit timely invoices to the following address:

Attention: City of Richmond, Finance Department - Accounts Payable Project Manager: Department:

PO Box 4046
Richmond, CA 94804-0046

4. All invoices that are submitted by Contractor shall be subject to the approval of the City’s Project Manager, before payments shall be authorized.

5. 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.

6. A Richmond business license shall be obtained before any payment under this Contract shall be authorized and the business license must be kept current during the term of this Contract for payments to continue to be authorized.

7. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract shall be executed by the City. The insurance coverage must be kept current during the term of this Contract for payments to continue to be authorized.

Lina Velasco
Hatchuel Tabernik & Associates (HTA)
Community Development
Lina Velasco







 



771
For the Contract between the City of
Richmond and

EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

1. Notices. All notices, demands, statements, or communications provided for by this Contract shall be in writing and may be delivered by deposit in the United States mail, postage prepaid. Notices to the City shall be addressed to the Department Head and (as delineated below in section 1.1) to the project manager responsible for the administration of or the supervision of the scope of work under this Contract. Notices to the Contractor shall be addressed to the party designated by Contractor (as delineated below in section 1.2). Notice shall be deemed delivered (a) upon personal delivery; (b) as of the fifth business day after mailing by United States certified mail, postage prepaid, addressed to the proper party; or (c) as of 12:00 p.m. on the second business day immediately after the day it is deposited with and accepted by Federal Express, or a similar overnight courier service, addressed to the proper party and marked for next business day morning delivery. For the purposes of this Contract, a "business day" means any day Monday through Friday that is not a holiday recognized by the federal government or the State of California.

1. 1 CITY hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:

City of Richmond
Richmond, CA 94804-0046

1. 2 CONTRACTOR hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:

Hatchuel Tabernik & Associates (HTA)
Hatchuel Tabernik & Associates (HTA)
Lina Velasco
450 Civic Center Plaza
Russell Lobar, Chief Financial Officer
2560 9th Street, Ste. 319A
Berkeley, CA 94710







 



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EXHIBIT D

GENERAL CONDITIONS

1. Independent Contractor. Contractor acknowledges, represents and warrants that Contractor is not a regular or temporary employee, joint venturer or partner of the City, but rather an independent Contractor. This Contract shall not be construed to create an agency, servant, employee, partnership, or joint venture relationship. As an independent Contractor, Contractor shall have no authority to bind City to any obligation or to act as City's agent except as expressly provided herein. Due to the independent Contractor relationship created by this Contract, City shall not withhold state or federal income taxes, the reporting of which shall be Contractor's sole responsibility.

2. Brokers. Contractor acknowledges, represents and warrants that Contractor has not hired, retained or agreed to pay any entity or person any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Contract.

3. City Property. The rights to applicable plans, drawings, reports, calculations, data, specifications, videos, graphics or other materials prepared for or obtained pursuant to this Contract, which, upon request, are to be delivered to City within a reasonable time, shall be deemed assigned to City. If applicable, Contractor shall prepare check prints upon request. 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 15 below, indemnify, defend and hold harmless City from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data.

4. Patents, Trademarks, Copyrights and Rights in Data. Contractor shall not publish or transfer any materials, discoveries, developments, concepts, designs, ideas, know how, improvements, inventions and/or original works of authorship resulting from activities supported by this Contract without the express prior written consent of the City Manager. If anything resulting from activities supported by this Contract is patentable, trademarkable, copyrightable or otherwise legally protectable, City reserves the exclusive right to seek such intellectual property rights. Notwithstanding the foregoing, Contractor may, after receiving City's prior written consent, seek patent, trademark, copyright or other intellectual property rights on anything resulting from activities supported by this Contract. However, City reserves, and Contractor irrevocably grants, a nonexclusive, fully paid-up, royalty-free, assumable, perpetual, worldwide license, with the right to transfer, sublicense, practice and exploit said license and the right to make, have made, copy, modify, make derivative works of, use, sell, 






 



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import, and otherwise distribute under all applicable intellectual properties without restriction of any kind said license.

Contractor further agrees to assist City, at City's expense, in every proper way to secure the City’s rights in any patents, trademarks, copyrights or other intellectual property rights relating thereto, including the disclosure to City of all pertinent information and data with respect thereto. Contractor shall also assist City in the execution of all applications, specifications, oaths, assignments, recordations, and all other instruments which City shall deem necessary in order to apply for, obtain, maintain and transfer such rights, or if not transferable, to waive such rights. Contractor shall further assist City in the execution of all applications, specifications, oaths, assignments, recordations and all other instruments which City shall deem necessary in order to assign and convey to City, and any assigns and nominees the sole and exclusive right, title and interest in and to any patents, trademarks, copyrights or other intellectual property rights relating thereto. Contractor further agrees that its obligation to execute or cause to be executed, when it is in Contractor's power to do so, any such instruments or papers shall continue during and at all times after the end of Contractor's services and until the expiration of the last such intellectual property right. Contractor hereby irrevocably designates and appoints City, and its duly authorized officers, agents and servants, as its agent and attorney-in-fact, to act for and in its behalf and stead to execute and file any such applications and to do all other lawfully permitted acts to further the application for, prosecution, issuance, maintenance or transfer of letters of patents, copyright and other registrations. This power of attorney is coupled with an interest and shall not be affected by Contractor's subsequent incapacity.

5. Inspection. Contractor's performance, place of business and records pertaining to this Contract are subject to monitoring, inspection, review and audit by authorized representatives of the CITY, the State of California, and the United States Government.

If the project or services set forth in Exhibit A shall be performed on City or other public property, City shall have the right to inspect such work without notice. If such project or services shall not be performed on City or other public property, City shall have the right to inspect such work upon reasonable notice.

6. Services. The project or services set forth in Exhibit A shall be performed to the full satisfaction and approval of City. In the event that the project or services set forth in Exhibit A are also itemized by price, City, in its sole discretion, may, upon notice to Contractor, delete certain items or services set forth in Exhibit A, in which case there shall be a corresponding reduction in the amount of compensation paid to Contractor. 






 



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Contractor shall, at its own cost and expense, furnish all facilities and equipment necessary for Contractor to complete the project or perform the services required herein, unless otherwise provided in Exhibit A.

7. Records. Contractor shall keep and make available for inspection and copying by authorized representatives of the City, the State of California, and the United States Government, the Contractor's regular business records and such additional records pertaining to this Contract as may be required by the City.

Contractor shall retain all documents pertaining to this Contract for a period of five (5) years after this Contract's termination (or for any further period that is required by law) and until all Federal or State audits are complete and exceptions resolved for this contract's funding period. Upon request, CONTRACTOR shall make these records available to authorized representatives of the CITY, the State of California, and the United States Government.

Contractor shall keep full and detailed accounts, maintain records, and exercise such controls as may be necessary for proper financial management under this Contract. The Contractor’s accounting and control systems shall be satisfactory to City. Contractor's accounting systems shall conform to generally accepted accounting principles and all records shall provide a breakdown of total costs charged under this Contract, including properly executed payrolls, time records, utility bills, invoices and vouchers. The City shall be afforded prompt access to Contractor's records, books, and Contractor shall preserve such project records for a period of at least five (5 years after the termination of this Contract , or for such longer period as may be required by law.

Contractor shall permit City and its authorized representatives and accountants to inspect, examine and copy Contractor's books, records, accounts, correspondence, instructions, drawings, receipts, subcontracts, purchase orders, vouchers, memoranda and other data relating to the project or services set forth in Exhibit A, and any and all data relevant to this Contract at any reasonable time for the purpose of auditing and verifying statements, invoices, or bills submitted by Contractor pursuant to this Contract and shall provide such assistance as may be reasonably required in the course of such inspection. Contractor shall also allow City access to the record keeping and accounting personnel of Contractor.

City further reserves the right to examine and re-examine said books, records, accounts, and data during the five (5 year period following the termination of this Contract; and Contractor shall in no event dispose of, destroy, alter, or mutilate said books, records, accounts, and data in any manner whatever for five (5 years after the termination of this Contract. 






 



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Pursuant to California Government Code § 10527, the parties to this Contract shall be subject to the examination and audit of representatives of the Auditor General of the State of California for a period of three (3) years after final payment under this Contract. The examination and audit shall be confined to those matters connected with the performance of this Contract including, but not limited to, the cost of administering this Contract.

8. Changes and Extra Work. All changes and/or extra work under this Contract shall be performed and paid for in accordance with the following:

Only the City Council or the City Manager may authorize extra and/or changed work. Contractor expressly recognizes that other City personnel are without authorization to either order extra and/or changed work or waive contract requirements. Failure of Contractor to secure the authorization for such extra and/or changed work shall constitute a waiver of any and all right to adjustment in contract price due to such unauthorized work and Contractor thereafter shall be entitled to no compensation whatsoever for performance of such extra and/or changed work.

If Contractor is of the opinion that any work which Contractor has been directed to perform is beyond the scope of this Contract and constitutes extra work, Contractor shall promptly notify City of the fact. The City shall make a determination as to whether or not such work is, in fact, beyond the scope of this Contract and constitutes extra work. In the event that City determines that such work does constitute extra work, City shall provide extra compensation to Contractor on a fair and equitable basis. A change order or Contract Amendment providing for such compensation for extra work shall be negotiated between City and Contractor and executed by Contractor and the appropriate City official.

In the event City determines that such work does not constitute extra work, Contractor shall not be paid extra compensation above that provided herein and if such determination is made by City staff, said determination may be appealed to the City Council; provided, however, a written appeal must be submitted to the City Manager within five (5) days after the staff's determination is sent to Contractor. Said written appeal shall include a description of each and every ground upon which Contractor challenges the staff's determination.

9. Additional Assistance. If this Contract requires Contractor to prepare plans and specifications, Contractor shall provide assistance as necessary to resolve any questions regarding such plans and specifications that may arise during the period of advertising for bids, and Contractor shall issue 






 



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any necessary addenda to the plans and specifications as requested. In the event Contractor is of the opinion that City's requests for addenda and assistance is outside the scope of normal services, the parties shall proceed in accordance with the changes and extra work provisions of Section 8 of these General Conditions.

10. Professional Ability. Contractor acknowledges, represents and warrants that Contractor and its employees are skilled and able to competently provide the services hereunder, and possess all professional licenses, certifications, and approvals necessary to engage in their occupations.

City has relied upon the professional ability and training of Contractor as a material inducement to enter into this Contract. Contractor shall perform in accordance with generally accepted professional practices and standards of Contractor's profession. In the event that City, in its sole discretion, desires the removal of any person employed or retained by Contractor to perform services hereunder, such person shall be removed immediately upon receiving notice from City.

11. Business License. Contractor shall obtain a Richmond Business License before performing any services required under this Contract. The failure to so obtain such license 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.

12. Termination Without Default. Notwithstanding any provision herein to the contrary, 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 written notice to Contractor. Contractor may terminate this Contract at any time in its sole and absolute discretion and without cause upon 30 days' written notice to City. In the event of termination by either party, Contractor shall be compensated for: (1) all authorized work satisfactorily performed prior to the effective date of termination; (2) necessary materials or services of others ordered by Contractor for this Contract, prior to receipt of notice of termination, irrespective of whether such materials or services of others have actually been delivered, provided that Contractor is not able to cancel such orders. Compensation for Contractor in such event shall be determined by City in accordance with the percentage of the project or services completed by Contractor; and all of Contractor's finished or unfinished work product through the time of the City's last payment shall be transferred and assigned to City. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.







 



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13. 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 Section 12 of these General Conditions; 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.

14. 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 this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.

15. Indemnification.
(a) If this Contract is a contract for design professional services subject to California Civil Code Section 2782.8(a) and Contractor is a design professional, as defined in California Civil Code Section 2782.8(b)(2), Contractor shall hold harmless, defend and indemnify the City, its officers, agents, employees, and volunteers from and against any and all claims, damages, losses, and expenses including attorneys’ fees arising out of, or pertaining to, or relating to the negligence, recklessness, or willful misconduct of the Contractor, except where caused by the active negligence, sole negligence, or willful misconduct of the City. To the fullest extent permitted by law, Contractor shall immediately defend and indemnify the City and its officers, agents, employees, and volunteers from and against any and all liabilities, regardless of nature or type, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, or its employees, agents, or subcontractors.

Liabilities subject to the duties to defend and indemnify include, without limitation, any and all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys’ fees; court costs; and costs of alternative dispute resolution. Contractor’s obligation to 






 



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indemnify applies unless it is finally adjudicated that the liability was caused by the sole active negligence or sole willful misconduct of an indemnified party.
(b) If this Contract is not a contract for design professional services subject to California Civil Code Section 2782.8(a) or Contractor is not a design professional as defined in California Civil Code Section 2782.8(b)(2), Contractor shall indemnify, defend, and hold harmless the City, its officers, agents, employees and volunteers from any and all claims, suits, or actions of every name, kind and description, brought forth on account of injuries to or death of any person or damage to property arising from or connected with the willful misconduct, negligent acts, errors or omissions, ultra-hazardous activities, activities giving rise to strict liability, or defects in design by Contractor or any person directly or indirectly employed by, or acting as, the agent for Contractor in the performance of this Contract, including the concurrent or successive passive negligence of the City, its officers, agents, employees or volunteers.
(c) It is understood that the duty of Contractor to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Contractor shall be obligated to defend, in all legal, equitable, administrative, or special proceedings, with counsel approved by the City, the City and its officers, agents, employees, and volunteers, immediately upon tender to Contractor of the claim in any form or at any stage of an action or proceeding, whether or not liability is established. An allegation or determination that persons other than Contractor are responsible for the claim does not relieve Contractor from its separate and distinct obligation to defend under this Section 15. The obligation to defend extends through final judgment, including exhaustion of any appeals. The defense obligation includes an obligation to provide independent counsel if Contractor asserts that liability is caused in whole, or in part, by the negligence or willful misconduct of an indemnified party. (d) The review, acceptance or approval of the Contractor’s work or work product by any indemnified party shall not affect, relieve or reduce the Contractor’s indemnification or defense obligations. This Section 15 survives completion of the services or the termination of this Contract.

The provisions of this Section 15 are not limited by, and do not affect, the provisions of this Contract relating to insurance.
(e) Acceptance of insurance certificates and endorsements required under this Contract does not relieve Contractor from liability under this Section

15. This Section 15 shall apply whether or not such insurance policies are determined to be applicable to any such damages or claims for damages.

16. Safety. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor shall perform all work hereunder in full compliance with applicable local, state and federal safety requirements including but not limited to Occupational Safety and Health Administration requirements, and shall assume sole and complete 






 



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responsibility for the safety of Contractor's employees and any subContractor's employees. If a death, serious personal injury or substantial property damage occurs in connection with the performance of this Contract, Contractor shall immediately notify the City by telephone.

17. 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.

18. Non-Liability of Officials and Employees of the City. No official or employee of the City shall be personally liable for any default or liability under this Contract.

19. Compliance with Laws. Contractor shall comply with all federal, state and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any courts or administrative bodies or tribunals, with respect to this Contract, including without limitation environmental laws, employment discrimination laws and prevailing wage laws. 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.

Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor shall promptly provide to City documents and information verifying its compliance with the Living Wage Ordinance. Also as prescribed in § 2.60.070, 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.

Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or subcontractor under a contract or subcontract with the City for public work or for goods or for services to refrain from discriminatory employment or subcontracting 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 subcontractor.

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.

20. Limitations upon Subcontracting and Assignment. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated 






 



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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.

Contractor acknowledges that the services which Contractor shall provide under this Contract are unique, personal services which, except as otherwise provided herein, Contractor shall not assign or sublet to any other party without the prior written approval of City, which approval may be withheld in City's sole and absolute discretion. In the event that City, in writing, approves any assignment or subletting of this Contract or the retention of subcontractors by Contractor, Contractor shall provide to City upon request copies of each and every subcontract contract prior to the execution thereof by Contractor and subcontractor. Any assignment by Contractor of any or all of its rights under this Contract without first obtaining City's prior written consent shall be a default under this Contract.

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.

21. Integration. This Contract constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes any previous oral or written agreement; provided, however, that correspondence or documents exchanged between Contractor and City may be used to assist in the interpretation of the Exhibits to this Contract.

22. Modifications and Amendments. This Contract may be modified or amended only by a change order or Contract Amendment executed by both parties and approved as to form by the City Attorney.

23. 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 Conditions 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.

24. Non-exclusivity. Notwithstanding any provision herein to the contrary, the services provided by Contractor hereunder shall be non-exclusive, and 






 



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City reserves the right to employ other Contractors in connection with the project.

25. Exhibits. All Exhibits hereto are made a part hereof and incorporated herein by reference; provided, however, that any language in Exhibit A which does not pertain to the project description, proposal, scope of services, or method of compensation (as applicable) , or any corresponding responsibilities of City, shall be deemed extraneous to, and not a part of, this Contract.

26. 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.

27. Time of the Essence. Time is of the essence of this Contract. Contractor and City agree that any time period set forth in Exhibit A represents their best estimates with respect to completion dates and both Contractor and City acknowledge that departures from the schedule may occur.

Therefore, both Contractor and City will use reasonable efforts to notify one another of changes to the schedule. Contractor shall not be responsible for performance delays caused by others, or delays beyond Contractor's control, and such delays shall extend the times for performance of Contractor's work.

28. Confidentiality. Contractor agrees to comply with, and to require its employees, agents and partners to comply with, all applicable State or Federal statutes or regulations respecting confidentially, including but not limited to, the identity of persons served under this Contract, their records, or services provided them, and assures that:

All applications and records concerning any individual made or kept by Contractor or any public officer or agency in connection with the administration of or relating to services provided under this Contract will be confidential, and will not be open to examination for any purposes not directly connected with the administration of such service.

No person will publish or disclose or permit or cause to be published or disclosed, any list of persons receiving services, except as may be required in the administration of such service.







 



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29. Third Parties. Nothing herein shall be interpreted as creating any rights or benefits in any third parties. For purposes hereof, transferees or assignees as permitted under this Contract shall not be considered "third parties."

30. Governing Law. This Contract shall be construed in accordance with the law of the State of California without regard to principles of conflicts of law.

This Contract is made in Contra Costa County, California, and any action relating to this Contract shall be instituted and prosecuted in the courts of Contra Costa County, California.

31. Nonrenewal. Contractor understands and agrees that there is no representation, implication, or understanding that the services provided by Contractor under this Contract will be purchased or renewed by the City under a new contract following expiration or termination of this Contract, and waives all rights or claims to notice or hearing respecting any failure by City to continue the purchase of all or any failure to continue purchase of all or any such services from Contractor.

32. 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.

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

34. Warranty. In the event that any product shall 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.

35. 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 






 



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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.

36. 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 he or she is duly authorized to enter into and execute this Contract on behalf of Contractor, and shall be personally liable to City if he or she is not duly authorized to enter into and execute this Contract on behalf of Contractor.

37. 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 payments 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.

38. Possessory Interest. If this Contract results in the Contractor having possession of, claim to or right to the possession of land or improvements, but does not vest ownership of the land or improvements in the same person, or if this Contract results in the placement of taxable improvements on tax exempt land (Revenue and Taxation Code 107), such interest or improvements may represent a possessory interest subject to property tax, and Contractor may be subject to the payment of property taxes levied on such interest.

39. Performance and Final Acceptance.

Contractor represents that it is experienced, qualified, registered, licensed, equipped, organized and financed to perform the services under this Contract.

Contractor shall perform the services under this Contract with that degree of skill and judgment normally exercised by professional firms performing services of a similar nature in the State of California, and shall be responsible for the professional quality, technical accuracy and coordination of the services it performs under this Contract. In addition to the other rights and remedies which City may have, Contractor shall, at its own expense, correct any services which fail to meet the above standard. 






 



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City shall provide Contractor an opportunity to cure errors and omission which may be disclosed during the review of submittals, with no increase in the authorized Contract Payment Limit. Should Contractor fail to make necessary corrections in a timely manner, such corrections shall be made by the City and the cost thereof shall be charged to Contractor.

If warranted, City shall determine, and Contractor may request such determination, that Contractor has satisfactorily completed performance of this Contract. Upon such determination, City shall issue to Contractor a written Notice of Final Acceptance, after which Contractor shall not incur further costs under this Contract. Contractor shall respond to such Notice of Final Acceptance by executing and submitting to City a Release and Certificate of Final Payment.

40. Survival. The rights and obligations of the parties which by their nature survive termination or completion of the services covered by this Contract shall remain in full force and effect after termination or completion. 






 



785
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):

None
Hatchuel Tabernik & Associates (HTA)







 



786
For the Contract between the City of
Richmond and

EXHIBIT F

INSURANCE PROVISIONS
During the entire term of this Contract and any extension or modification thereof, the CONTRACTOR shall keep in effect insurance policies meeting the insurance requirements specified in the insurance provisions which are attached hereto and incorporated herein by this reference.

Hatchuel Tabernik & Associates (HTA)







 



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___ Exhibit F
___ Section 8
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 SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$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.







 



788
___ Exhibit F
___ Section 8
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
http://www.ci.richmond.ca.us/index.aspx?nid=61.

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

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

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.

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






 



789
___ Exhibit F
___ Section 8
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 breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

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







 



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©
797

CITY OF RICHMOND

CONTRACT AMENDMENT
Department: Project Manager:

Project Manager E-mail: Project Manager Phone No:

P.R. No: Vendor No: P.O./Contract No:

Description of Services:

Amendment No. ___ modifies the: (2nd or subsequent amendments attach Amendment History page)

Term, Payment Limit and Service Plan
Payment Limit and Service Plan

Term and Service Plan
Service Plan
The parties to this Contract Amendment do mutually agree and promise as follows:

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

Company Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No: / Expiration Date:

A California [ ] corporation, [ ] limited liability corporation [ ] general partnership, [ ] limited partnership, [ ] individual, [ ] non-profit corporation, [ ] individual dba as [specify:]
[ ] other [specify:]

2. Purpose. This Contract Amendment is being entered into to amend the Contract between City and Contractor which was approved by the City Council of the City of Richmond or executed by the City Manager on , which original term commenced on and terminates with an original
contract payment limit of $ . Said contract shall hereinafter be referred to as the "Original Contract" and is incorporated herein by reference.

3. Original Contract Provisions. The parties hereto agree to continue to abide by those terms and conditions of the Original Contract, and any amendments thereto, which are unaffected by this Contract Amendment.

Community Development Lina Velasco
[email protected] (510) 620-6706
9879 / 5932
Hatchuel Tabernik & Associates (HTA) will continue to assist the City of Richmond Housing Division in preparing grant applications for homelessness services and/or programs, including but not limited to prevention and intervention strategies. ✔
1 Hatchuel Tabernik & Associates (HTA)
2560 9th Street, Ste. 319A
Berkeley, CA 94710
Russell Lobar, Chief Financial Officer
(510) 338-8131 [email protected]
4005-9991 March 16, 2022
✔
December 21, 2021
December 21, 2021 December 31, 2022
15,000.00










  
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798
Contract Amendment/EJ/TE 09-26-07

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

5. City of Richmond Business License Active Status Maintained. Pursuant to Municipal Code Section 7.04.030, the Contractor must maintain its City of Richmond business license for this Contract Amendment to be deemed to be in effect.

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

7. Signatures. These signatures attest the parties’ agreement hereto:

CITY OF RICHMOND, CALIFORNIA
a municipal corporation
By _______________________
Title:

I hereby certify that the Original Contract
and this Amendment have been approved
by the City Council or executed by the City
Manager.

By _______________________
City Clerk
Approved as to form:

By_______________________
City Attorney
List of Attachments:

1. Amendment Provisions

2. Updated Insurance Certificates
CONTRACTOR:
______________________________
(*The Corporation Chairperson of the Board, President or Vice-President should sign on the line below.)
By____________________________
Title:________________________
(*The Corporation Chief Financial Officer, Secretary or Assistant Secretary should sign on the line below.)
By:___________________________
Title:________________________
(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a
corporation or nonprofit organization, this
Contract (1) should be signed by the
Chairperson of the Board, President or
Vice-President and the Chief Financial
Officer, Secretary or Assistant Secretary; (2)
should have both signatures conform to
designated representative groups pursuant
to Corporations Code Section 313.

Hatchuel Tabernik & Associates (HTA)










  












DocuSigned by:
.'k. '1--\.--- f<:, 1-
0F098C1 E4C50485 ...
799
Contact Amendment
Instruction Sheet
For Contract Amendment # 1 select one of the following Contract Amendment Provision forms based on one of the following conditions (if this is the 2nd or subsequent amendment to an existing contract, an Amendment History page is required outlining the details of all subsequent amendments in addition to ONE of the amendment provisions pages listed below).

1. Term, Payment Limit and Service Plan (increases both the term and the dollar limit of the contract and may modify the service plan of the original contract to include additional tasks and/or services in relation to the existing contract (if applicable)

2. Payment Limit and Service Plan (increases the dollar limit of the contract, but does not extend the term of the contract and may modify the service plan of the original contract to include additional tasks and/or services in relation to the existing contract (if applicable)

3. Term and Service Plan (extends the term of the contract, but does not increase the dollar amount of the contract and may modify the service plan of the original contract to include additional tasks and/or services in relation to the existing contract (if applicable)

4. Service Plan (modifies the service plan of the original contract to include additional tasks and/or services in relation to the existing contract)

5. Amendment History (if this is the 2nd or subsequent amendment to an existing contract, an Amendment History page is required outlining the details of all subsequent amendments in addition to ONE of the amendment provisions pages listed above (one of items 1-4)
If you need to make any other changes to the contract, you should consider executing a new City of Richmond Standard Contract.

Again, only ONE of the following Amendment Provisions pages and an Amendment History page (if this is the 2nd or subsequent amendment) should be used and attached to this Contract Amendment.










  
800
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (PAYMENT LIMIT AND SERVICE PLAN)

1. Paragraph 3 (Payment Limit) of the Original Contract is hereby amended to increase the payment limit by $ . Paragraph 3 of the Original Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract Amendment shall not exceed $ including expenses."
“The City of Richmond shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.”

2. The Service Plan (Exhibit A) of the Original Contract is hereby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07
Hatchuel Tabernik & Associates (HTA)
1 / 5932
15,000.00
30,000.00
Hatchuel Tabernik & Associates (HTA) will continue to assist the City of Richmond Housing Division in preparing grant applications for homelessness services and/or programs, including but not limited to prevention and intervention strategies. 









  
801
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (SERVICE PLAN)
(CONTRACTOR’S OBLIGATION’S)
The Service Plan (Exhibit A) of the Original Contract is hereby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07 Contract Amendment/E
Hatchuel Tabernik & Associates (HTA)
1 / 5932
Consultant will assist with grant writing services related to homelessness services and/or programs, including but not limited to prevention and intervention strategies. A work authorization shall be required prior to start of services.

The execution of this Agreement Amendment by the Parties does not constitute an authorization to proceed with any work. City will request specific services from Consultant for specific grants and Consultant will provide City with a written scope of services, budget, and schedule for each request. City will review these materials and if City desires the services, City will provide Consultant with a written authorization to proceed with the work per the scope, budget, and schedule. All work shall be completed pursuant to the schedule approved in the work authorization.

Each schedule shall be incorporated into this Agreement as if originally set forth herein.

The rates for HTA for this contract term for grant writing services are as stated in the executed standard contract and rates will continue to be applied for the term of the work. 









  
802
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (AMENDMENT HISTORY)
The first Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The second Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The third Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The fourth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The fifth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
Hatchuel Tabernik & Associates (HTA)
1 / 5932
15,000.00
30,000.00
✔










  
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803
___ Exhibit F
___ Section 8
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 SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$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.










  
804
___ Exhibit F
___ Section 8
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
http://www.ci.richmond.ca.us/index.aspx?nid=61.

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

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

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.

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









  
805
___ Exhibit F
___ Section 8
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 breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

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










  
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813

CITY OF RICHMOND

CONTRACT AMENDMENT
Department: Project Manager:

Project Manager E-mail: Project Manager Phone No:

P.R. No: Vendor No: P.O./Contract No:

Description of Services:

Amendment No. ___ modifies the: (2nd or subsequent amendments attach Amendment History page)

Term, Payment Limit and Service Plan
Payment Limit and Service Plan

Term and Service Plan
Service Plan
The parties to this Contract Amendment do mutually agree and promise as follows:

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

Company Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No: / Expiration Date:

A California [ ] corporation, [ ] limited liability corporation [ ] general partnership, [ ] limited partnership, [ ] individual, [ ] non-profit corporation, [ ] individual dba as [specify:]
[ ] other [specify:]

2. Purpose. This Contract Amendment is being entered into to amend the Contract between City and Contractor which was approved by the City Council of the City of Richmond or executed by the City Manager on , which original term commenced on and terminates with an original
contract payment limit of $ . Said contract shall hereinafter be referred to as the "Original Contract" and is incorporated herein by reference.

3. Original Contract Provisions. The parties hereto agree to continue to abide by those terms and conditions of the Original Contract, and any amendments thereto, which are unaffected by this Contract Amendment.

Community Development Lina Velasco [email protected] (510) 620-6706 9879 / 5932 Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond Community Development Department in preparing grant applications for homelessness services and/or interventions, and/or provide evaluation of existing programs. ✔
2 Hatchuel Tabernik & Associates (HTA)
2560 9th Street, Ste. 319A Berkeley, CA 94710 Russell Lobar, Chief Financial Officer (510) 338-8131 [email protected] 4005-9991 December 31, 2022 ✔ December 21, 2021 December 21, 2021 December 31, 2022 15,000.00 DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 □
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814
Contract Amendment/EJ/TE 09-26-07

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

5. City of Richmond Business License Active Status Maintained. Pursuant to Municipal Code Section 7.04.030, the Contractor must maintain its City of Richmond business license for this Contract Amendment to be deemed to be in effect.

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

7. Signatures. These signatures attest the parties’ agreement hereto:

CITY OF RICHMOND, CALIFORNIA
a municipal corporation
By _______________________
Title:

I hereby certify that the Original Contract
and this Amendment have been approved
by the City Council or executed by the City
Manager.

By _______________________
City Clerk
Approved as to form:

By_______________________
City Attorney
List of Attachments:

1. Amendment Provisions

2. Updated Insurance Certificates
CONTRACTOR:
______________________________
(*The Corporation Chairperson of the Board, President or Vice-President should sign on the line below.)
By____________________________
Title:________________________
(*The Corporation Chief Financial Officer, Secretary or Assistant Secretary should sign on the line below.)
By:___________________________
Title:________________________
(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a
corporation or nonprofit organization, this
Contract (1) should be signed by the
Chairperson of the Board, President or
Vice-President and the Chief Financial
Officer, Secretary or Assistant Secretary; (2)
should have both signatures conform to
designated representative groups pursuant
to Corporations Code Section 313.

Hatchuel Tabernik & Associates (HTA)
DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 President & CEO
CFO
Deputy City Manager
~
DocuSigned by:
7tic/e,,i,e, '1'11 ,.,J:('-,
EBB8FAC84268405 ...
~ DocuSigned by:

0.:8C1 E4C:~85
815
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (TERM, PAYMENT LIMIT AND SERVICE PLAN)

1. Paragraph 2 (Term) of the Original Contract is hereby amended to extend the Contract term. Paragraph 2 of the Original Contract is amended to read as follows:
"2. Term. The effective date of this Contract is
____________________________________________________________ (Insert original contract commencement date)
and it terminates
___________________________________________________.
(Insert new contract termination date)
unless sooner terminated as provided herein."

2. Paragraph 3 (Payment Limit) of the Original Contract is hereby amended to increase the payment limit by $ . Paragraph 3 of the Original Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $ including expenses."
“The City of Richmond shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.”

3. The Service Plan (Exhibit A) of the Original Contract is hereby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07
2 / 5932 December 21, 2021 June 30, 2024 10,000.00
Hatchuel Tabernik & Associates (HTA)
40,000
Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond Housing Division and Community Development Department in preparing grant applications for homelessness services and/or interventions. The City may also ask HTA to assist in the evaluation of current programs.

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 816
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (SERVICE PLAN)
(CONTRACTOR’S OBLIGATION’S)
The Service Plan (Exhibit A) of the Original Contract is hereby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07
Hatchuel Tabernik & Associates (HTA)
2 / 5932
Consultant will assist with on-call grant writing services related to unhoused interventions and/or homelessness services. A work authorization shall be required prior to the start of work.

The execution of this Agreement by the Parties does not constitute an authorization to proceed with any work. City will request specific services from Consultant for specific grants and Consultant will provide City with a written scope of services, budget, and schedule for each request. City will review these materials and if City desires the services, City will provide Consultant with a written authorization to proceed with the work per the scope, budget, and schedule. All work shall be completed pursuant to the schedule approved in the work authorization. Each schedule shall be incorporated into this Agreement as if originally set forth herein.

The rates for HTA for this contract term for on-call grant writing and evaluation services are as stated in the executed standard contract and rates will continue to be applied for the term of the work.

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 817
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (AMENDMENT HISTORY)
The first Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The second Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The third Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The fourth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The fifth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
Hatchuel Tabernik & Associates (HTA)
2 / 5932 February 10, 2022 15,000.00 30,000.00 ✔
✔ 10,000.00 June 30, 2024 40,000.00 ✔
DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 □
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818
___ Exhibit F
___ Section 8
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 SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$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.

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 819
___ Exhibit F
___ Section 8
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
http://www.ci.richmond.ca.us/index.aspx?nid=61.

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

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

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.

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

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 820
___ Exhibit F
___ Section 8
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 breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

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

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 821

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

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

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

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

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

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

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

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY

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The ACORD name and logo are registered marks of ACORD
© 2008 ACORD CORPORATION. All rights reserved.

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE:

ADDITIONAL REMARKS
ADDITIONAL REMARKS SCHEDULE Page of
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DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 ?
824
123 174of 57498516 003269 270

BUSINESSOWNERS
BP 79 96 09 16
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

BUSINESSOWNERS LIABILITY EXTENSION ENDORSEMENT
2016 Liberty Mutual Insurance
BP 79 96 09 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 1 of 4 This endorsement modifies insurance provided under the following:

BUSINESSOWNERS COVERAGE FORM
Below is a summarization of the coverages provided by this endorsement. No coverages are given by this summary. Actual coverage descriptions are within this endorsement.

SECTION SUBJECT
A. Supplementary Payments
Bail Bonds
Loss Of Earnings
B. Broadened Coverage For Damage To Premises Rented To You C. Incidental Medical Malpractice Injury
D. Mobile Equipment
E. Blanket Additional Insured (Owners, Contractors Or Lessors) F. Newly Formed Or Acquired Organizations
G. Aggregate Limits
H. Duties In The Event Of Occurrence, Offense, Claim Or Suit I. Liability And Medical Expenses Definitions
Bodily Injury
Insured Contract
Personal And Advertising Injury
Section II - Liability is amended as follows:

A. Supplementary Payments
Section A.1. Business Liability is modified as follows:

1. The $250 limit shown in Paragraph A.1.f.(1)(b) Coverage Extension - Supplementary Payments for the cost of bail bonds is replaced by a $3,000 limit.

2. The $250 limit shown in Paragraph A.1.f.(1)(d) Coverage Extension - Supplementary Payments for reasonable expenses and loss of earnings is replaced by a $500 limit.

B. Broadened Coverage For Damage To Premises Rented To You

1. The last paragraph of Section B.1. Exclusions - Applicable To Business Liability Coverage is replaced by the following:

With respect to the premises which are rented to you or temporarily occupied by you with the permission of the owner, Exclusions c., d., e., g., h., k., l., m., n. and o. do not apply to "property damage".

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 --
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-
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©
825
124 174of
2016 Liberty Mutual Insurance
BP 79 96 09 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 2 of 4

2. Paragraph D.2. Liability And Medical Expenses Limits Of Insurance is replaced by the following:

The most we will pay under this endorsement for the sum of all damages because of all "property damage" to premises while rented to you or temporarily occupied by you with the permission of the owner is the Limit of Insurance shown in the Declarations.

3. Paragraph D.3. Liability And Medical Expenses Limits Of Insurance does not apply.

C. Incidental Medical Malpractice Injury

1. Paragraph (4) under Paragraph B.1.j. Exclusions - Applicable To Business Liability Coverage - Professional Services does not apply to "Incidental Medical Malpractice Injury" coverage.

2. With respect to this endorsement, the following is added to Section F. Liability And Medical Expenses Definitions:
a. "Incidental Medical Malpractice Injury" means bodily injury arising out of the rendering of or failure to render, during the policy period, the following services:
(1) Medical, surgical, dental, x-ray or nursing service or treatment or the furnishing of food or beverages in connection therewith; or
(2) The furnishing or dispensing of drugs or medical, dental or surgical supplies or appliances. b. This coverage does not apply to:
(1) Expenses incurred by the insured for first-aid to others at the time of an accident and the Duties in the Event of Occurrence, Offense, Claim or Suit Condition is amended accordingly. (2) Any insured engaged in the business or occupation of providing any of the services described under a. above.
(3) Injury caused by any indemnitee if such indemnitee is engaged in the business or occupation of providing any of the services described under a. above.

D. Mobile Equipment
Section C. Who Is An Insured is amended to include any person driving "mobile equipment" with your permission.

E. Blanket Additional Insured (Owners, Contractors Or Lessors)

1. Section C. Who Is An Insured is amended to include as an insured any person or organization whom you are required to name as an additional insured on this policy under a written contract or written agreement. The written contract or agreement must be:
a. Currently in effect or becoming effective during the term of this policy; and b. Executed prior to the "bodily injury", "property damage", or "personal and advertising injury".

2. The insurance afforded to the additional insured is limited as follows:
a. The person or organization is only an additional insured with respect to liability arising out of:
(1) Real property, as described in a written contract or written agreement, you own, rent, lease, maintain or occupy; and
(2) Caused in whole or in part by your ongoing operations performed for that insured. b. The Limit of Insurance applicable to the additional insured are those specified in the written contract or written agreement or the limits available under this policy, as stated in the Declarations, whichever are less. These limits are inclusive of and not in addition to the Limit of Insurance available under this policy.
c. The insurance afforded to the additional insured does not apply to:
(1) Liability arising out of the sole negligence of the additional insured; (2) "Bodily injury", "property damage", "personal and advertising injury", or defense coverage under the Supplementary Payments section of the policy arising out of an architect’s, engineer’s or surveyor’s rendering of or failure to render any professional services including:

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 ©
826
125 174of 57498516 003269 270
2016 Liberty Mutual Insurance
BP 79 96 09 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 3 of 4 (a) The preparing or approving of maps, shop drawings, opinions, reports, surveys, field orders, change orders, or drawings and specifications; and (b) Supervisory, inspection, architectural or engineering activities. (3) Any "occurrence" that takes place after you cease to be a tenant in the premises described in the Declarations; or
(4) Structural alterations, new construction or demolition operations performed by or for the person or organization designated in the Declarations.

3. Any coverage provided hereunder shall be excess over any other valid and collectible insurance available to the additional insured whether primary, excess, contingent or on any other basis unless a contract specifically requires that this insurance be primary or you request that it apply on a primary basis.

F. Newly Formed Or Acquired Organizations
The following is added to Section C. Who Is An Insured:

Any business entity acquired by you or incorporated or organized by you under the laws of any individual state of the United States of America over which you maintain majority ownership interest exceeding fifty percent. Such acquired or newly formed organization will qualify as a Named Insured if there is no similar insurance available to that entity. However:

1. Coverage under this provision is afforded only until the 180th day after the entity was acquired or incorporated or organized by you or the end of the policy period, whichever is earlier;

2. Section A.1. Business Liability does not apply to:
a. "Bodily injury" or "property damage" that occurred before the entity was acquired or incorporated or organized by you; and
b. "Personal and advertising injury" arising out of an offense committed before the entity was acquired or incorporated or organized by you.

3. Records and descriptions of operations must be maintained by the first Named Insured.

No person or organization is an insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations.

G. Aggregate Limits
The following is added to Paragraph D.4. Aggregate Limits Liability and Medical Expenses Limits Of Insurance:

1. The Aggregate Limits apply separately to each of the "locations" owned by or rented to you or temporarily occupied by you with the permission of the owner.

2. The Aggregate Limits also apply separately to each of your projects away from premises owned by or rented to you.

For the purpose of this endorsement only, "location" means premises involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or rightof-way of a railroad.

H. Duties In The Event Of Occurrence, Offense, Claim Or Suit

1. Paragraph E.2.a. Duties In The Event Of Occurrence, Offense, Claim Or Suit Liability And Medical Expenses General Condition applies only when the "occurrence" is known to any insured listed in Paragraph C.1. Who Is An Insured or any "employee" authorized by you to give or receive notice of an "occurrence" or claim.

2. Paragraph E.2.b. Duties In The Event Of Occurrence, Offense, Claim Or Suit Liability And Medical Expenses General Condition will not be considered breached unless the breach occurs after such claim or "suit" is known to any insured listed under Paragraph C.1. Who Is An Insured or any "employee" authorized by you to give or receive notice of an "occurrence" or claim.

DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 ;;;;;;;;a;;;;;;
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©
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126 174of
2016 Liberty Mutual Insurance
BP 79 96 09 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 4 of 4 I. Section F. Liability And Medical Expenses Definitions is modified as follows:

1. Paragraph F.3. is replaced by the following:

3. "Bodily Injury" means bodily injury, sickness, disease, or incidental medical malpractice injury sustained by a person, and includes mental anguish resulting from any of these; and including death resulting from any of these at any time.

2. Paragraph F.9. is replaced by the following:

9. "Insured contract" means:
a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner is not an "insured contract";
b. A sidetrack agreement;
c. Any easement or license agreement, except in connection with construction or demolition operations on or within 50 feet of a railroad;
d. An obligation, as required by ordinance, to indemnify a municipality, except in connection with work for a municipality;
e. An elevator maintenance agreement;
f. That part of any other contract or agreement pertaining to your business (including an indemnification of a municipality in connection with work performed for a municipality) under which you assume the tort liability of another party to pay for "bodily injury" or "property damage" to a third person or organization, provided the "bodily injury" or "property damage" is caused, in whole or in part, by you or by those acting on your behalf. However, such part of a contract or agreement shall only be considered an "insured contract" to the extent your assumption of the tort liability is permitted by law. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement.

Paragraph f. does not include that part of any contract or agreement:
(1) That indemnifies a railroad for "bodily injury" or "property damage" arising out of construction or demolition operations, within 50 feet of any railroad property and affecting any railroad bridge or trestle, tracks, road-beds, tunnel, underpass or crossing; (2) That indemnifies an architect, engineer or surveyor for injury or damage arising out of:
(a) Preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or (b) Giving directions or instructions, or failing to give them, if that is the primary cause of the injury or damage; or
(3) Under which the insured, if an architect, engineer or surveyor, assumes liability for an injury or damage arising out of the insured’s rendering or failure to render professional services, including those listed in (2) above and supervisory, inspection, architectural or engineering activities.

3. Paragraph F.14.b. Personal And Advertising Injury is replaced by the following:
b. Malicious prosecution or abuse of process;
DocuSign Envelope ID: 58514B5F-0B14-4984-A7B1-C832265FCFD2 ©
828

CITY OF RICHMOND

CONTRACT AMENDMENT
Department: Project Manager:

Project Manager E-mail: Project Manager Phone No:

P.R. No: Vendor No: P.O./Contract No:

Description of Services:

Amendment No. ___ modifies the: (2nd or subsequent amendments attach Amendment History page)

Term, Payment Limit and Service Plan
Payment Limit and Service Plan

Term and Service Plan
Service Plan
The parties to this Contract Amendment do mutually agree and promise as follows:

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

Company Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No: / Expiration Date:

A California [ ] corporation, [ ] limited liability corporation [ ] general partnership, [ ] limited partnership, [ ] individual, [ ] non-profit corporation, [ ] individual dba as [specify:]
[ ] other [specify:]

2. Purpose. This Contract Amendment is being entered into to amend the Contract between City and Contractor which was approved by the City Council of the City of Richmond or executed by the City Manager on , which original term commenced on and terminates with an original
contract payment limit of $ . Said contract shall hereinafter be referred to as the "Original Contract" and is incorporated herein by reference.

3. Original Contract Provisions. The parties hereto agree to continue to abide by those terms and conditions of the Original Contract, and any amendments thereto, which are unaffected by this Contract Amendment.

Community Development Lina Velasco
[email protected] (510) 620-6706
9879 / 5932
Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond Community Development Department in preparing grant applications for homelessness services and/or interventions. ✔
3 Hatchuel Tabernik & Associates (HTA)
2560 9th Street, Ste. 319A
Berkeley, CA 94710
Russell Lobar, Chief Financial Officer
(510) 338-8131 [email protected]
4005-9991 December 31, 2023
✔
December 21, 2021
December 21, 2021 December 31, 2022
15,000.00






 









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829
Contract Amendment/EJ/TE 09-26-07

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

5. City of Richmond Business License Active Status Maintained. Pursuant to Municipal Code Section 7.04.030, the Contractor must maintain its City of Richmond business license for this Contract Amendment to be deemed to be in effect.

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

7. Signatures. These signatures attest the parties’ agreement hereto:

CITY OF RICHMOND, CALIFORNIA
a municipal corporation
By _______________________
Title:

I hereby certify that the Original Contract
and this Amendment have been approved
by the City Council or executed by the City
Manager.

By _______________________
City Clerk
Approved as to form:

By_______________________
City Attorney
List of Attachments:

1. Amendment Provisions

2. Updated Insurance Certificates
CONTRACTOR:
______________________________
(*The Corporation Chairperson of the Board, President or Vice-President should sign on the line below.)
By____________________________
Title:________________________
(*The Corporation Chief Financial Officer, Secretary or Assistant Secretary should sign on the line below.)
By:___________________________
Title:________________________
(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a
corporation or nonprofit organization, this
Contract (1) should be signed by the
Chairperson of the Board, President or
Vice-President and the Chief Financial
Officer, Secretary or Assistant Secretary; (2)
should have both signatures conform to
designated representative groups pursuant
to Corporations Code Section 313.

Hatchuel Tabernik & Associates (HTA)






 














DocuSigned by: {V1 ~ [~ .
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830
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (TERM, PAYMENT LIMIT AND SERVICE PLAN)

1. Paragraph 2 (Term) of the Original Contract is hereby amended to extend the Contract term. Paragraph 2 of the Original Contract is amended to read as follows:
"2. Term. The effective date of this Contract is
____________________________________________________________ (Insert original contract commencement date)
and it terminates
___________________________________________________.
(Insert new contract termination date)
unless sooner terminated as provided herein."

2. Paragraph 3 (Payment Limit) of the Original Contract is hereby amended to increase the payment limit by $ . Paragraph 3 of the Original Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $ including expenses."
“The City of Richmond shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.”

3. The Service Plan (Exhibit A) of the Original Contract is hereby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07
3 / 5932
December 21, 2021
June 30, 2025
100,000.00
Hatchuel Tabernik & Associates (HTA)
140,000.00
Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond Housing Division and Community Development Department in preparing grant applications for homelessness services and/or interventions.






 









831
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (SERVICE PLAN)
(CONTRACTOR’S OBLIGATION’S)
The Service Plan (Exhibit A) of the Original Contract is hereby amended to include the following tasks and/or services:

Contract Amendment/EJ/TE 9-26-07
Hatchuel Tabernik & Associates (HTA)
3 / 5932
Consultant will assist with on-call grant writing services related to unhoused interventions and/or homelessness services. A work authorization shall be required prior to the start of work.

The execution of this Agreement by the Parties does not constitute an authorization to proceed with any work. City will request specific services from Consultant for specific grants and Consultant will provide City with a written scope of services, budget, and schedule for each request. City will review these materials and if City desires the services, City will provide Consultant with a written authorization to proceed with the work per the scope, budget, and schedule. All work shall be completed pursuant to the schedule approved in the work authorization. Each schedule shall be incorporated into this Agreement as if originally set forth herein.

The rates for HTA for this contract term for on-call grant writing are as stated in the executed standard contract and rates will continue to be applied for the term of the work. 





 









832
Contract Amendment between the City of Richmond and
Amendment No. P.O./Contract No.

AMENDMENT PROVISIONS (AMENDMENT HISTORY)
The first Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The second Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The third Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

The fourth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan
The fifth Contract Amendment was approved by City Council of the City of Richmond or executed by the City Manager on for one or more of the
following provisions (check those that apply):

Increased contract payment limit by $ ________________for a payment limit not to exceed $ _________________________.

Term Amendment (insert new termination date):________________________

Service Plan

Increased contract payment limit by $ ________________for a payment limit not to H[FHHG_____________.

Term Amendment (insert new termination date):________________________

Service Plan
Hatchuel Tabernik & Associates (HTA)
3 / 5932
February 10, 2022
15,000.00
30,000.00
✔
✔
January 10, 2023
10,000.00
June 30, 2024
40,000.00
✔
X 100,000
X June 30, 2025






 









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833
___ Exhibit F
___ Section 8
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 SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$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.






 









834
___ Exhibit F
___ Section 8
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
http://www.ci.richmond.ca.us/index.aspx?nid=61.

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

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

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.

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





 









835
___ Exhibit F
___ Section 8
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 breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

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






 









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DocID #34720v1

CITY OF RICHMOND

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

1. Parties. The parties to this Contract Amendment are the City of Richmond, a public body corporate and politic, and the following named Contractor:

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No:

A California: corporation, limited liability corporation, general partnership, limited partnership, individual, non-profit corporation, individual dba as [specify:] _________________________________________ other [specify:] ___________________________________________________

2. Purpose. This Contract Amendment is being entered into to amend the following Contract between City and Contractor (list terms in effect on the date of initial Contract approval):

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

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

Department: City Project Manager:

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

Vendor No: Contract No:

Description of Services:

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

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

Community Development Lina Velasco [email protected] 510-620-6706 9879 5239 Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond to prepare grant applications, including an Encampment Resolution Funding application. 4 Hatchuel Tabernik & Associates (HTA) 2560 9th Street, Ste. 319A Berkeley, CA 94710 Russell Lobar, Chief Financial Officer (510) 338-8131 [email protected] 4005-9991 December 21, 2021 December 21, 2021 December 31, 2022 $15,000 Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 844
DocID #34720v1 Modified January 14, 2025

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

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

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

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

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

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

By: _______________________________
City Clerk
Approved as to form:

By: _______________________________
City Attorney
[CONTRACTOR NAME]
(*If applicable, the Corporation Chairperson of the
Board, President, or Vice-President should sign
below.)
By: ____________________________________
Title: __________________________________
Date Signed: ____________________________
(*If applicable, the Corporation Chief Financial Officer or Assistant Treasurer, or Secretary or Assistant
Secretary should sign below.)
By: ___________________________________
Title: __________________________________
*(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation or
nonprofit organization, this Contract (1) should be
signed by the Chairperson of the Board, President
or Vice-President and the Chief Financial Officer
or Assistant Treasurer, or Secretary or Assistant
Secretary; (2) should have both signatures
conform to designated representative groups
pursuant to Corporations Code Section 313.)
Hatchuel Tabernik & Associates (HTA)
Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 CFO
5/2/2025
5/21/2025
City Manager
845
DocID #34720v1 Modified January 14, 2025

AMENDMENT PROVISIONS (AMENDMENT HISTORY)
If no prior amendments, skip to next page.

The first Contract Amendment was approved by City Council or executed by the City Manager on ______________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The second Contract Amendment was approved by City Council or executed by the City Manager on _________________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The third Contract Amendment was approved by City Council or executed by the City Manager on _______________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The fourth Contract Amendment was approved by City Council or executed by the City Manager on ________________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The fifth Contract Amendment was approved by City Council or executed by the City Manager on ________________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The sixth Contract Amendment was approved by City Council or executed by the City Manager on _______________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
February 10,2022 15,000 30,000 January 10, 2023 10,000 40,000 June 30, 2024 October 27, 2023 100,000 140,000 June 30, 2025 June 21, 2026 Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 846
DocID #34720v1 Modified January 14, 2025

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

TERM

PAYMENT
LIMIT

SERVICE
PLAN
Paragraph 2 (Term) of the Contract is hereby amended to extend the Contract term. Paragraph 2 of the Contract is amended to read as follows:
"2. Term. The effective date of this Contract is
________________________________________________________ (Insert Contract Effective Date)
and it terminates
________________________________________________________. (Insert new Contract termination date)
unless sooner terminated as provided herein."
Paragraph 3 (Payment Limit) of the Contract is hereby amended to increase the payment limit by $__________________. Paragraph 3 of the Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $_____________________ including expenses."
“The City shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Council or executed by the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.” The Service Plan (Exhibit A) of the Contract is hereby amended to include the following tasks and/or services:
(Insert description of additional tasks/services. Use additional pages if necessary.) ■
December 21, 2021 June 30, 2027
Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 847
___ Exhibit F
___ Section 8
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 SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$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.

Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 848
___ Exhibit F
___ Section 8
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
http://www.ci.richmond.ca.us/index.aspx?nid=61.

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

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

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.

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

Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 849
___ Exhibit F
___ Section 8
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 breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

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

Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 850
Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 851
Docusign Envelope ID: 564AD481-413E-429E-9901-EECC5EA09C21 852
DocID #34720v1

CITY OF RICHMOND

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

1. Parties. The parties to this Contract Amendment are the City of Richmond, a public body corporate and politic, and the following named Contractor:

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No:

A California: corporation, limited liability corporation, general partnership, limited partnership, individual, non-profit corporation, individual dba as [specify:] _________________________________________ other [specify:] ___________________________________________________

2. Purpose. This Contract Amendment is being entered into to amend the following Contract between City and Contractor (list terms in effect on the date of initial Contract approval):

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

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

Department: City Project Manager:

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

Vendor No: Contract No:

Description of Services:

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

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

Community Development Lina Velasco [email protected] 510-620-6706 9879 5932 Hatchuel Tabernik & Associates (HTA) will assist the City of Richmond to prepare grant applications, including an Encampment Resolution Funding application. 5 Hatchuel Tabernik & Associates (HTA) 2560 9th Street, Ste. 319A Berkeley, CA 94710 Russell Lobar, Chief Financial Officer (510) 338-8131 [email protected] 4005-9991 December 21, 2021 December 21, 2021 December 31, 2022 $15,000 Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 853
DocID #34720v1 Modified January 14, 2025

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

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

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

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

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

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

By: _______________________________
City Clerk
Approved as to form:

By: _______________________________
City Attorney
[CONTRACTOR NAME]
(*If applicable, the Corporation Chairperson of the
Board, President, or Vice-President should sign
below.)
By: ____________________________________
Title: __________________________________
Date Signed: ____________________________
(*If applicable, the Corporation Chief Financial Officer or Assistant Treasurer, or Secretary or Assistant
Secretary should sign below.)
By: ___________________________________
Title: __________________________________
*(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation or
nonprofit organization, this Contract (1) should be
signed by the Chairperson of the Board, President
or Vice-President and the Chief Financial Officer
or Assistant Treasurer, or Secretary or Assistant
Secretary; (2) should have both signatures
conform to designated representative groups
pursuant to Corporations Code Section 313.)
Hatchuel Tabernik & Associates (HTA)
Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 4/6/2026
CFO
City Manager
4/13/2026
854
DocID #34720v1 Modified January 14, 2025

AMENDMENT PROVISIONS (AMENDMENT HISTORY)
If no prior amendments, skip to next page.

The first Contract Amendment was approved by City Council or executed by the City Manager on ______________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The second Contract Amendment was approved by City Council or executed by the City Manager on _________________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The third Contract Amendment was approved by City Council or executed by the City Manager on _______________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The fourth Contract Amendment was approved by City Council or executed by the City Manager on ________________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The fifth Contract Amendment was approved by City Council or executed by the City Manager on ________________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
The sixth Contract Amendment was approved by City Council or executed by the City Manager on _______________________ for one or more of the following provisions (check those that apply):

Increased contract payment limit by $_________________ for a payment limit not to exceed $ _________________
Term Amendment (insert new termination date): ________________________ Service Plan
February 10,2022 15,000 30,000 January 10, 2023 10,000 40,000 June 30, 2024 October 27, 2023 100,000 140,000 June 30, 2025 May 21, 2025 June 21, 2026 Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 855
DocID #34720v1 Modified January 14, 2025

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

TERM

PAYMENT
LIMIT

SERVICE
PLAN
Paragraph 2 (Term) of the Contract is hereby amended to extend the Contract term. Paragraph 2 of the Contract is amended to read as follows:
"2. Term. The effective date of this Contract is
________________________________________________________ (Insert Contract Effective Date)
and it terminates
________________________________________________________. (Insert new Contract termination date)
unless sooner terminated as provided herein."
Paragraph 3 (Payment Limit) of the Contract is hereby amended to increase the payment limit by $__________________. Paragraph 3 of the Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $_____________________ including expenses."
“The City shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Council or executed by the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.” The Service Plan (Exhibit A) of the Contract is hereby amended to include the following tasks and/or services:
(Insert description of additional tasks/services. Use additional pages if necessary.) ■
December 21, 2021 December 31, 2028 ■
See the updated Fee Schedule for Hatchuel Tabernik & Associates (HTA).

Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 856
April 1, 2026
Soco Montore
City of Richmond
450 Civic Center Plaza, 2nd Floor
Richmond, CA 94804
Ms. Montore,
This is notification that HTA has instituted new rates on January 1, 2026, as follows:

Russell Lobar
Chief Financial Officer
2560 Ninth Street, Suite 319A
Berkeley, CA 94710
p: 510-559-3193
www.htaconsulting.com
Fees may be adjusted with a 90-day notice; however, not once a work authorization has been issued for a particular project.

Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 857
___ Exhibit F
___ Section 8
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 SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.

General Liability
(primary and excess limits
combined)
$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.

Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 858
___ Exhibit F
___ Section 8
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
http://www.ci.richmond.ca.us/index.aspx?nid=61.

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

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

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.

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

Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 859
___ Exhibit F
___ Section 8
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 breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

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

Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 860
Docusign Envelope ID: D6F8316C-4F4F-8053-82D6-E0CE5EEA9232 861
POLICY NUMBER: CP 1864575A
CG 20 10 04 13

COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -

SCHEDULED PERSON OR ORGANIZATION
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Name of Additional Insured Person(s) or Organization(s):

Location(s) of Covered Operations
Effective Date: 10/01/2025

CITY OF RICHMOND, ITS OFFICERS, OFFICIALS, EMPLOYEES,

AGENTS, AND VOLUNTEERS
450 CIVIC CENTER PLAZA, SUITE 300
RICHMOND, CA 94804
2560 9TH ST
STE 319A
BERKELEY, CA 94710
CG 20 10 04 13 © Insurance Services Office, Inc., 2012
Section II - Who Is An Insured is amended to include
as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and
advertising injury" caused, in whole or in part, by:

If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to
such additional insured will not be broader than that
which you are required by the contract or agreement to
provide for such additional insured.

2. B.

1. The insurance afforded to such additional insured only applies to the extent permitted by law; and
A.

1. 2.

However:

2. If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of

Page 1 of 1 ends
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