Richmond City Council
July 28, 2026

July 28, 2026
Economic Development
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Nannette Beacham, Director of Economic Development Jesson de Leon, Senior Business Assistance Officer
Junne Garcia, Management Analyst
Subject: Report and Land Use Agreement Amendment for The Lot: Downtown Richmond Food Court
FINANCIAL IMPACT: Execution of a two-year extension of the Land Use Agreement between the City of Richmond and the
Richmond Certified Farmers Market Association ("Land
Use Agreement") through December 31, 2028, will allow
for the continued operation of The Lot: Downtown
Richmond Food Court. The estimated operating cost is
$200,000 per operating year. Funding for Fiscal Year
2026–2027 has been appropriated in the adopted
General Fund budget (Account String: 01361165-
400201-23058); therefore, no additional appropriation is required at this time. The Land Use Agreement
authorizes extensions in two-year increments by mutual
written consent of the parties.

PREVIOUS COUNCIL
ACTION:

June 25, 2024
July 2, 2024

STATEMENT OF THE
ISSUE:

City staff requests that the City Council receive a
presentation on the status and outcomes of The Lot:

Downtown Richmond Food Court, including its
contributions to downtown revitalization, economic
development, the transition of mobile sidewalk vendors
into a managed marketplace, community impacts, and
operational improvements, and provide policy direction
regarding the continued operation of the program.

AGENDA
REPORT
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RECOMMENDED ACTION: RECEIVE a report regarding the status and performance of The Lot: Downtown Richmond Food Court, including
its economic development impacts, downtown activation,
vendor transition efforts, community impacts, and
operational improvements; and ENDORSE City staff's
recommendation that the city manager exercise the City's contractual authority to extend the Land Use Agreement
through December 31, 2028, in accordance with its terms - Economic Development Department (Jesson de Leon
510-412-2023/Junne Garcia 510-620-6524/Nannette
Beacham 510-620-1306).

BACKGROUND:

On June 25, 2024, City staff introduced a proposed Sidewalk Vendor Ordinance to the City Council in response to recent State legislation, including Senate Bill 946 (Safe Sidewalk Vending Act), which decriminalized sidewalk vending and established parameters for local regulation. The proposed ordinance was intended to establish a regulatory framework governing sidewalk vending activities within the City while ensuring consistency with State law, protecting public health and safety, and addressing concerns related to pedestrian access, food safety, and public right-of-way management. Staff also introduced the concept of a Mobile Vendor Plaza (MVP) Program as an alternative, regulated vending opportunity for sidewalk vendors.

On July 2, 2024, following a second reading, the City Council adopted Chapter 7.42 of the Richmond Municipal Code establishing regulations for sidewalk vending and authorized the City Manager or designee to execute agreements necessary to implement the Mobile Vendor Plaza Program. The ordinance created a permitting framework for sidewalk vendors, established reasonable time, place, and manner regulations consistent with Government Code section 51036 et seq., and authorized administrative enforcement measures. Concurrently, City Council allocated funding through the Fiscal Year 2024–25 budget to launch the Mobile Vendor Plaza Program, which would be led by the Economic Development Division in collaboration with Community Development and Public Works.

Following adoption of the Sidewalk Vendor Ordinance, City staff initiated the Mobile Vendor Plaza (MVP) Program as a complementary economic development strategy to support implementation of the City's new regulatory framework. The program was designed to provide sidewalk vendors and other interested entrepreneurs with a centralized, regulated location to operate their businesses while encouraging compliance with the City's permitting requirements and reducing unpermitted vending activity in the public right-of-way. The City Council authorized the City Manager to execute agreements necessary to establish and implement the Mobile Vendor Plaza Program as part of the ordinance's adoption.
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The Mobile Vendor Plaza Program was envisioned as more than an enforcement tool.

The program sought to create economic opportunities for small businesses by providing vendors with access to a consistent operating location, shared amenities, and increased visibility, while contributing to the activation of underutilized public spaces. Through collaboration among the Economic Development, Community Development, and Public Works Departments, the program was intended to balance public health and safety objectives with entrepreneurship, economic inclusion, and downtown revitalization.

To implement the Mobile Vendor Plaza Program, the City entered into a Land Use Agreement with the Richmond Certified Farmers Market Association on August 6, 2024, authorizing the Association to establish and operate the Mobile Vendor Plaza on Cityowned property located at the northwest corner of Marina Way and Macdonald Avenue.

The agreement established the roles and responsibilities of the City and the operator, including site management, vendor coordination, maintenance, programming, and compliance with applicable health, safety, and operational requirements.

The initial term of the agreement commenced on August 2, 2024, and extends through December 31, 2026, with the City Manager authorization to extend the agreement in accordance with the terms of the Land Use Agreement.

As the program evolved, City staff recognized an opportunity to reposition the Mobile Vendor Plaza as more than a regulatory compliance initiative. On June 7, 2025, the City officially rebranded the Mobile Vendor Plaza as The Lot: Downtown Richmond Food Court to better reflect its vision as a vibrant community gathering space, destination dining venue, and small business incubator. The rebranding was accompanied by a new visual identity, enhanced marketing and promotional efforts, community programming, and continued investments in placemaking to attract residents and visitors while supporting local food entrepreneurs and advancing downtown revitalization.

DISCUSSION:

Downtown Revitalization
Since its establishment, The Lot: Downtown Richmond Food Court has contributed to the revitalization of Downtown Richmond by activating a previously underutilized Cityowned parking lot and transforming it into a vibrant destination that attracts residents and visitors on a regular basis. The activation of the site has increased pedestrian activity, extended activity into the evening hours, improved the visibility of surrounding businesses, complemented downtown events and programming, and reinforced the City's ongoing efforts to revitalize the downtown corridor.

The continued activation of this City-owned property demonstrates the value of strategic placemaking investments that encourage economic activity while creating opportunities for community engagement. The program has also complemented broader downtown revitalization efforts by encouraging residents and visitors to patronize nearby 1568

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businesses before and after visiting The Lot, contributing to a more active and welcoming downtown environment.

Economic Development and Small Business Incubation
The program has demonstrated that economic development and regulatory compliance can be complementary objectives. By providing vendors with a viable, permitted operating location, the City has created a pathway for entrepreneurship while supporting compliance with the Sidewalk Vendor Ordinance. The Lot has served as a successful small business incubator by providing entrepreneurs and mobile food vendors with a centralized, regulated location to establish and grow their businesses. The program has also created opportunities for vendors who previously operated as sidewalk vendors to transition into licensed businesses that comply with local and state regulations. Through access to a consistent operating location, shared amenities, coordinated marketing, and business support, participating vendors have been able to expand their customer base, strengthen business operations, and build long-term sustainability. In addition to supporting individual businesses, the program has helped formalize economic activity by encouraging participation in the City's business licensing and permitting processes.

Food Accessibility and Community Gathering Space
The Lot has increased access to diverse and affordable food options within Downtown Richmond by creating a centralized destination where residents, employees, commuters, and visitors can enjoy a variety of local food vendors. The program has expanded dining opportunities during evening hours when relatively few food options are available in Downtown Richmond.

Beyond food access, the program has established a new community gathering space that supports placemaking and community engagement. Since opening, The Lot has hosted numerous community events and collaborative programming, including Music on the Main, Spirit & Soul Festival, National Small Business Week celebrations, vendor markets, cultural events, and other public gatherings. These events have strengthened partnerships between the City, Richmond Main Street Initiative, local organizations, and small businesses while encouraging residents and visitors to experience Downtown Richmond.

The program has also strengthened partnerships among City departments, community organizations, nonprofit partners, and local businesses, demonstrating a collaborative approach to downtown activation and economic development.

Overall Program Impact
City staff finds that The Lot has successfully fulfilled the City Council's original vision for the Mobile Vendor Plaza Program by activating an underutilized City asset, creating regulated economic opportunities for local entrepreneurs, supporting compliance with the Sidewalk Vendor Ordinance, increasing food accessibility, fostering small business development, and contributing to the continued revitalization of Downtown Richmond.

Based on these outcomes, City staff recommend the continued operation of The 1569

July 28, 2026
Lot and supports the City Manager's exercise of the contractual authority provided under the Land Use Agreement to extend the agreement for an additional two-year term through December 31, 2028, in accordance with the terms of the agreement.

PROGRAM PERFORMANCE METRICS:

The following performance metrics demonstrate the scope, participation, and community impact of The Lot: Downtown Richmond Food Court from September 2025 through July 2026. This period was selected because it reflects program outcomes following the first full year of operations after the Mobile Vendor Plaza Program, now known as The Lot, commenced operations on September 21, 2024.

Performance Measure Result
Operating Schedule Tuesdays and Thursdays
Registered Vendors (Former Sidewalk Vendors) Thirty-Nine (39) Approximate Daily Sales per Vendor* $450
Average Vendor Participation per Market Day 15-20 per market day Average Visitor Attendance per Market Day 225 per market day Estimated Annual Attendance 23,000 Visitors / Year
Community Events Hosted 5 Community Events
Business Licenses and Vendor Permits Supported Thirty-Nine (39) Special Events Supported Three Major Events
*Daily sales estimates are based on information voluntarily reported by participating vendors.

Since September 2025, The Lot has supported approximately 39 registered vendors, all of whom identified themselves as former sidewalk vendors who transitioned into operating within a regulated and permitted environment. The program operates twice weekly and averages 15–20 participating vendors and approximately 225 visitors per market day. Participating vendors report average daily sales of approximately $450 per vendor, resulting in an estimated annual attendance of approximately 23,000 visitors.

In addition to weekly operations, The Lot has served as a venue for Music on the Main, Spirit & Soul Festival programming, National Small Business Week events, and other community activities that have increased visitation to Downtown Richmond.

Vendor participation continues to demonstrate demand for the program, with many participating businesses reporting increased visibility and repeat customers through a consistent operating location.

COMMUNITY IMPACTS:
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As with many public gathering spaces, The Lot has generated operational challenges that have required ongoing coordination among City departments, the operator, and community stakeholders. Staff has received concerns from nearby residents and property owners regarding waste management, unauthorized use of portable restrooms, parking, and other quality-of-life issues associated with increased activity at the site. Staff has treated these concerns seriously and has worked collaboratively with the operator to identify and implement operational improvements.

To address public safety and quality-of-life concerns, City staff have coordinated with the Richmond Police Department, the Community Crisis Response Team (CCRT), Public Works, and the Richmond Certified Farmers Market Association.

These efforts have included increased monitoring of the site, outreach and resource referrals for individuals experiencing homelessness, improvements to restroom security, and enhanced site maintenance and waste management procedures. Staff continues to work closely with the operator to promptly address issues as they arise and to ensure the site remains clean, safe, and welcoming for vendors, patrons, and neighboring residents and businesses.

While operational challenges have occurred during implementation, staff believes these challenges have been effectively managed through ongoing coordination with the operator and partner agencies and do not outweigh the overall community and economic benefits of the program. Staff will continue balancing economic activation with proactive operational management to ensure The Lot remains a positive asset for both the downtown business district and neighboring residents.

NEXT STEPS:

Subject to City Council policy direction, staff will continue working with the Richmond Certified Farmers Market Association to operate The Lot: Downtown Richmond Food Court and further refine program operations. Efforts will focus on strengthening vendor recruitment and retention, expanding marketing and community programming, enhancing site amenities and safety measures, and maintaining regular communication with neighboring residents and businesses to address operational concerns.

City staff will also continue evaluating program performance and community feedback to ensure The Lot remains a safe, vibrant, and economically beneficial asset for Downtown Richmond. Consistent with the terms of the Land Use Agreement, the City Manager will execute an extension of the agreement by mutual written consent of the parties, allowing staff to continue building upon the program's successes while continuing to evaluate its performance, address operational needs, and strengthen its positive impact on Downtown Richmond and the surrounding community.
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SYNERGISTIC POLICIES:

City Council Goals & Priorities

1. Increase revenue and improve economic development.

2. Improve the quality of life, community health, and social determinants of health.

Richmond General Plan 2030
 Policy ED1.1 – Safe, Well-Maintained Neighborhoods and Public Space  Policy ED1.3 – Support Existing Businesses
 Policy ED2.2 – Revitalize Commercial Corridors
 Policy ED2.5 – Encourage destination uses and activities that increase visitation and economic vitality in commercial areas.
 Policy LU3.3 – Encourage mixed-use and pedestrian-oriented development in Downtown Richmond.

DOCUMENTS ATTACHED:

Attachment 1 – Land Use Agreement
Attachment 2 – First Amendment to Land Use Agreement
Attachment 3 – Second Amendment to Land Use Agreement
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LAND USE AGREEMENT

BETWEEN

THE CITY OF RICHMOND AND

THE RICHMOND CERTIFIED FARMERS MARKET ASSOCIATION
THIS LAND USE AGREEMENT (the “Agreement”) is made and entered into this 2nd day of August, 2024, by and between the CITY OF RICHMOND, a municipal corporation and charter city (“Landlord”), and the Richmond Certified Farmers Market Association, a California nonprofit corporation (“Tenant”). Landlord and Tenant are sometimes referred to individually as “Party” and collectively as “Parties.” This Agreement shall be effective immediately and shall replace and supersede any and all previous agreements or amendments thereto made between the parties.

Tenant’s address: P.O. Box 20995, El Sobrante, CA 94804______________________________ Contact person: Tom Cloman, President of the Richmond Certified Farmers Market Association Telephone: _(510) 268-8010 __ Email: [email protected]_________

RECITALS
WHEREAS, Tenant has operated a Certified Farmers Market (hereinafter the “Market”) in Richmond, CA around Civic Center since 1983 wherein farmers from around the Bay Area are provided an opportunity to sell their freshly grown produce and to sell various other related foodstuffs and crafts; and
WHEREAS, Farmers and open-air Markets play a crucial role in communities, offering various benefits that contribute to the health and well-being of both individuals, entrepreneurs, and the community as a whole; and
WHEREAS, there is a desire for the Tenant to operate an Open Air Food Market at the Cityowned lot on Marina Way and MacDonald Avenue (hereinafter the “Plaza”) (APN 540-071-165- 5, APN 540-071-017-3, APN 540-071-018-1, APN 540-071-011-6) in Richmond, CA to provide a designated vendor plaza for mobile vendors; and
WHEREAS, Tenant plans to operate a Market at Lot limited to hours of operations from 9:00 a.m. to 10:00 p.m., every Thursday and Saturday between January and December, with openair market hours scheduled for 10:00 a.m. to 9:00 p.m.; and WHEREAS, the Parties intend to enter into this Land Use Agreement (hereinafter the “Agreement”) that shall commence on August 2nd, 2024 (“Commencement Date”) and shall expire on December 31, 2026, unless otherwise extended by Landlord and Tenant; and, WHEREAS, the parties intend for this Agreement to describe the responsibilities of the parties for the temporary, non-exclusive use of Landlord’s property by Tenant.

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NOW, THEREFORE, in consideration of this Agreement and the mutual promises, covenants, and stipulations herein contained, the parties agree as follows:

Section 1. Incorporation of Recitals
The above recitals, including the paragraph preceding the recitals, are hereby incorporated into this Agreement as if set forth herein in full.

Section 2. Description of Tenant Rules and Regulations
The rules and regulations agreed upon to be provided by Tenant are set forth in Exhibit “A” Section 3. Location
The location of the Market is set forth in Exhibit “B.” However, if required and requested by Landlord, Tenant may be required upon five (5) days’ notice in advance to temporarily relocate the Market to an area in close proximity to the location set forth in Exhibit “B”. Any such temporary relocation shall be at Landlord’s sole and absolute discretion.

Section 4. Vendor Categories
The categories of acceptable certified and non-certified vendors are set forth in Exhibit “C.” Section 5. Insurance
Insurance requirements are set forth in Exhibit “D.”
Section 6. Term of Agreement
The Agreement shall commence upon the Commencement Date and terminate on December 31, 2026 (“Termination Date”), unless sooner terminated in accordance with Sections 12 and 13 or otherwise extended as provided herein. The Agreement may be extended by mutual written consent of the Parties, which shall not be unreasonably withheld. The City Manager has the authority to extend this agreement up to two times for a one-year period each time the Agreement is extended.

Section 7. Operations Plan
Tenant shall adhere to and update, as necessary, the Operations Plan as set forth in Exhibit “E.” Section 8. Compensation
Landlord is allowing temporary access to its property for the specified purpose, term, and hours of operation to Tenant as described herein at no cost to Tenant. Landlord shall not pay Tenant for any services rendered under this Agreement.

Section 9. Inspection
If the services set forth in Exhibit "A" are performed by Tenant on Landlord’s property, Landlord shall have the right to inspect such work without notice.

Section 10. Services
The services set forth in Exhibit "A" shall be performed to the full satisfaction and approval of Landlord. Tenant shall, at its own cost and expense, furnish all facilities and equipment necessary for Tenant to operate the Market.

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Section 11. General Use
Landlord’s property shall be used for activities consistent with Tenant’s operation of a Market.

Tenant shall use Landlord’s property in a manner consistent with all applicable laws, statutes, ordinances, or rules and regulations now in force and as they may be amended. Tenant shall pay all costs and expenses which may be incurred or required to be paid in order to comply with any and all laws, statutes, ordinances, rules, and regulations which apply to the use of the property and the sale of freshly grown produce and various other related foodstuffs and crafts.

Section 12. Termination Without Default
Notwithstanding any provision herein to the contrary, Landlord may, in its sole and absolute discretion and without cause, terminate this Agreement at any time upon five (5) days’ written notice to Tenant. Tenant may terminate this Agreement at any time in its sole and absolute discretion and without cause upon thirty (30) days' written notice to Landlord. In addition, Landlord may immediately terminate this Agreement upon written notice to Tenant, without default, in the event of any health or safety concerns related to the performance of this Agreement.

Section 13. Termination in the Event of Default
Should Tenant 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 Agreement, Landlord may immediately terminate this Agreement by giving written notice of such termination and in the notice, stating the reasons for such termination. Landlord shall be compensated for any expenses Landlord incurs as a result of Tenant’s default under this Agreement.

Section 14. Professional Ability
Tenant acknowledges, represents and warrants that Tenant is and its employees are skilled and able to competently provide the services hereunder, and possesses all professional licenses, certifications, and approvals necessary to engage in its occupation. Landlord has relied upon the professional ability and training of Tenant as a material inducement to enter into this Agreement.

Tenant shall perform in accordance with generally accepted professional practices and standards of Tenant's profession. In the event that Landlord, in its sole discretion, desires the removal of any person employed or retained by Tenant to perform services hereunder, such person shall be removed immediately upon receiving notice from Landlord.

Section 15. Business License
Tenant shall obtain and maintain at all times a current Richmond Business License before performing any services required under this Agreement. The failure to so obtain such license shall be a material breach of this Agreement and grounds for immediate termination by Landlord.

Section 16. Independent Tenant
It is expressly understood and agreed upon by both parties that Tenant, including its agents and employees, and its farmers while engaged in carrying out and complying with any of the terms and conditions of this Agreement, is an independent Tenant and not an employee of Landlord.

Tenant is solely responsible for its acts and omissions. This Agreement shall not be construed to create an agency, servant, employee, partnership, or joint venture relationship. Tenant agrees not to represent, at any time or in any manner, that Tenant is an employee or agent of Landlord. As Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1575
an independent Tenant, Tenant shall have no authority to bind Landlord to any obligation or to act as Landlord's agent except as expressly provided herein.

Section 17. Sub-Tenant
Tenant acknowledges that the services which Tenant shall provide under the Agreement are unique, personal services which, except as otherwise provided herein, Tenant shall not assign or sublet to any other party without the prior written approval of Landlord, which approval may be withheld in Landlord's sole and absolute discretion. In the event that Landlord, in writing, approves any assignment or subletting of this Agreement or the retention of sub-Tenants by Tenant, Tenant shall provide to Landlord upon request copies of each and every subcontract contract prior to the execution thereof by Tenant and sub-Tenant. Any assignment by Tenant of any or all of its rights under this Agreement without first obtaining Landlord's prior written consent shall constitute a material breach of this Agreement.

Section 18. Indemnification
To the fullest extent permitted by law, Tenant shall indemnify, defend and hold harmless Landlord and its officers, employees, elected and appointed officials, and volunteers (the "Indemnified Parties") from and against any and all claims, demands, causes of action, lawsuits (whether at law, equity or both), proceedings, liabilities, losses, damages, expenses, costs (including without limitation attorney's fees and costs and expert witness fees), judgments, penalties, and liens of every nature resulting from injury to or death sustained by any person (including Tenant's employees), or any other injury or damage whatsoever, which injury, death or damage arises out of or is in any way connected with Tenant's performance of work, services, or use hereunder or its failure to comply with any of its obligations contained in the Agreement, or its failure to comply with any current or prospective law, regardless of the Tenant's fault or negligence, including any of the same resulting from the alleged or actual negligent act or omission of an Indemnified Party, except that said indemnity shall not be applicable to injury, death or damage to property arising from the sole or active negligence or willful misconduct of Landlord, its officers, agents, or servants.

Tenant shall further indemnify, defend and hold harmless the Indemnified Parties, against and from any and all claims for damages or suits arising from Tenant’s use of Landlord’s property under this Agreement, and against and from all costs, attorneys’ fees, expenses and liabilities related to any claim for damages or any action or proceeding brought within the scope of this indemnification.

Submission of insurance certificates, endorsements, or other proof of compliance with the insurance provisions does not relieve Tenants from liability under these terms. These indemnification, hold harmless and defense obligations shall apply whether or not such insurance policies are applicable to any such damages or claims for damages, and shall survive the expiration or sooner termination of this Agreement.

Section 19. Safety
Tenant acknowledges that Landlord is committed to the highest standards of workplace safety.

Tenant shall perform all work and 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 responsibility for the safety of Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1576
Tenant's employees and any sub-Tenant's employees. If a death, serious personal injury or property damage occurs in connection with the performance of this Agreement, Tenant shall immediately notify the Landlord by telephone.

Section 20. Nondiscrimination
In executing this Agreement, neither Tenant nor Landlord shall discriminate against any person on the grounds of race, color, religion, national origin, sex, marital status, disability, sexual orientation, ancestry or age. Any sub-Tenant agreement entered in by Tenant, pursuant to this Agreement, shall contain comparable language forbidding discriminatory practices by subTenants.

Section 21. Non-Liability of Officials and Employees of the Landlord No official or employee of Landlord shall be personally liable for any default or liability under this Agreement.

Section 22. Remedies
In addition to any other available rights and remedies, either party may institute legal action to cure, correct or remedy any default, enforce any covenant herein, or enforce by specific performance the rights and obligations of the parties hereto.

Section 23. Litigation Costs
If legal action is necessary to enforce any provision of this Agreement, the prevailing party shall be entitled to reasonable litigation expenses, including court costs, expert witness and attorney fees, discovery expenses and all other related costs.

Section 24. Conflict of Interest
Tenant acknowledges, represents and warrants that Tenant 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 Agreement. Tenant further acknowledges, represents and warrants that Tenant has no business relationship or arrangement of any kind with any City official or employee with respect to this Agreement. No City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §§ 18703.1 through 18703.5, with Tenant. Tenant acknowledges that in the event that Tenant shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Agreement, all consideration received under this Agreement shall be forfeited and returned to Landlord forthwith. This provision shall survive the termination of this Agreement for one (1) year.

Section 25. Continuous Use Clause
Tenant agrees to operate the Market according to the agreed upon schedule and acknowledges that failure to operate on said schedule may, at the discretion of Landlord, put them in default of the Agreement.

Section 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 Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1577
date of this Agreement, 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 control of such party.

Section 27. Governing Law
This Agreement shall be construed in accordance with the laws of the State of California without regard to principles of conflicts of law. This Agreement is made in Contra Costa County, California, and any action relating to this Agreement shall be instituted and prosecuted in the courts of Contra Costa County, California.

Section 28. No Third Party Beneficiaries
There shall be no third party beneficiaries to this Agreement.

Section 29. Interpretation
This Agreement shall be interpreted as if drafted by both parties.

Section 30. Authorized Representatives
Landlord and Tenant shall each designate an Authorized Representative who has authority to act on its behalf in the administration of this Agreement. Landlord and Tenant warrants that the person(s) who signs this document has the full authority to do so, and by his/her signature shall bind Landlord and Tenant to each and every term and condition hereof.

Section 31. Notices
All correspondence and notice to the parties indicated herein shall be sent to the parties as follows:

LANDLORD
City of Richmond
Attention: Shasa Curl, City Manager
450 Civic Plaza
Richmond, CA 94804
TENANT
Richmond Certified Farmers’ Market Association
Attention: Tom Cloman, President
P.O. Box 20995
El Sobrante, CA 94820
Section 32. Holdover
Unless otherwise specified by Landlord, if Tenant fails to vacate the location set forth in Exhibit “B” after expiration or termination of this Agreement, Tenant shall be deemed a trespasser which shall entitle Landlord to all remedies in equity and at law, including damages, to remove Tenant as a trespasser.

Section 33. Nonrenewal
Tenant understands and agrees that there is no representation, implication, or understanding that the Agreement will be renewed by Landlord under a new Agreement following expiration or Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1578
termination of this Agreement. Tenant waives all rights or claims to notice or hearing respecting any failure by Landlord to continue the purchase of all or any such services from Tenant.

Section 34. Entire Agreement
This Agreement, including the Exhibits, constitutes the complete and exclusive expression of the understanding and agreement between the parties with respect to the subject matter hereof. All prior written and oral communication, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement; provided, however, that correspondence or documents exchanged between Tenant and Landlord may be used to assist in the interpretation of the Exhibits to this Agreement.

Section 35. Amendment of Agreement
The Richmond City Council or the City Manager (as applicable), and the Board of Directors of the Richmond Certified Farmers Market Association are empowered to amend the provisions of this Agreement at any time provided such amendments are mutually agreed upon in writing. The City Manager has the authority to extend this agreement up to three times for a two-year period each time the agreement is extended.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed on the day first written above.
[Signatures on Following Page]
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LANDLORD:

City of Richmond, a California municipal corporation and charter city By ______________________________
Title: ____________________________
Date: ____________________________
Attest:

By ______________________________
City Clerk
Approved as to form:
_______________________________
City Attorney
Insurance Coverage reviewed by:
________________________________
Risk Manager
TENANT:

Richmond Certified Farmers’ Market Association, a California nonprofit corporation By ______________________________
Title ____________________________
Date _____________________________
Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 President
8/5/2024
Deputy City Manager
8/6/2024
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EXHIBIT A
Tenant Rules and Regulations

1. Scope
The scope of services to be performed by the Tenant under this Agreement shall encompass the operations of the Market.

2. Market Operation
Tenant shall establish and operate a Market event in the City of Richmond, at the location set forth in Exhibit “B” every Thursday and Saturday from approximately 9:00 a.m. until 10:00 p.m., with market hours from 10:00 a.m. to 9:00 p.m., during the period from January to December (unless another time period is mutually agreed upon due to weather or other concerns),

3. Special Events
Should the Tenant require the use of City owned property for special events, the Tenant shall notify the Landlord in writing and if applicable, complete a City of Richmond Special Event Permit Application, at least thirty (30) days in advance of such event. The Landlord shall have the authority to approve, modify or reject such request.

4. City Business License
The Tenant shall obtain a City of Richmond Business License as the sponsor of the market.

5. Operations Plan
As determined necessary, Tenant shall update and adhere to the Operations Plan as set forth in Exhibit “E.” The Operations plan shall include, but not be limited to the following information:
a. Specified location and layout of market stalls, aisles, parking areas, type and locations of barricades, identification and directional signs, types and location of producers;
b. If applicable, number and type of entertainment and special events; c. Marketing and advertising plan, including signage. Any proposed signage requires City approval regarding content and location;
d. Market rules and regulations that are aligned with applicable local, state and federal laws to be distributed to all vendors and shall include provisions regarding:
i. Obtaining proper permits for participation;
ii. Limitations on selling;
iii. Market association fees;
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iv. Hours of operation;
v. Set-up and clean-up guidelines,
vi. Proper disposal procedures;
vii. Appropriate vendor behavior;
viii. Grounds for discipline or removal from market;
ix. Sanctions for breaking rules and regulations;
x. Information regarding health regulations; and
xi. Others as identified by Tenant.
e. Performance criteria which the Tenant will be responsible for enforcing and will be accountable to the Landlord for ensuring compliance.

6. Market Manager
Tenant shall hire and/or perform the following responsibilities:
a. A public relations coordinator and liaison to the Landlord. b. A trained on-site Market Manager who will be at each scheduled farmer’s market to assist on market days and for special events. His/her responsibilities shall include:
i. Implementing market policies and directives, and to oversee the operation of the market;
ii. Managing daily operations of the Market;
iii. Reporting any problems or concerns regarding Market operations to Landlord staff at the earliest opportunity;
iv. Ensuring vendor and Tenant compliance with all laws, rules and regulations from applicable regulatory agencies including, but not limited to, Contra Costa Health Services – Environmental Health Division and California Department of Food and Agriculture; v. Requiring all sellers to have and display at the market all appropriate permits, licenses and certificates;
vi. Ensuring that the Tenant shall not maintain, commit or permit the maintenance or commission of any nuisance or the use of the Landlord’s property for any unlawful purpose; and
vii. Maintaining financial records that establish compliance with the terms of this Agreement.

7. Market Vendors
The Tenant will recruit and put its best effort forth to have at least 10 but no more than 40 vendors participate in the Market on a weekly basis. The Tenant will recruit, and verify vendors. The selection of all vendors will be based on the categories outlined in Exhibit “C.”

8. Restrooms
Tenant will be responsible for obtaining and securing portable restrooms and hand washing units for use at every Market (units can be combined or separate). Tenant Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1582
will incur all costs associated with the renting, cleaning and maintenance of the portable units. Depending upon the direction provided by the City, the portable units should either be picked up by 7:00 p.m. every Sunday evening in which a market is held or the following Monday morning in which a market is held, or the portable units can remain on the Landlord’s property in an agreed upon location. If the portable units remain on the Landlord’s property then the Tenant must guarantee that the portable units are properly secured. Tenant is responsible for the cleaning and maintenance of the restroom facilities. The inside and outside of the restroom facilities need to be clean and trash free after every Market.

9. Market Site Maintenance & Clean-up
a. Site Clean-up: Tenant shall make certain that at the end of each market day the site is left clean of all trash, debris, recyclable and food waste materials (materials) associated with the Market. All materials shall be placed in appropriate receptacles for trash, recyclable and food waste materials. All vendors must maintain their stalls in a clean and sanitary condition, as specified by the City of Richmond, Contra Costa Health Services – Environmental Health Division, California Department of Food and Agriculture and any other applicable oversight agencies/entities. Each vendor is required to remove all materials from their stall areas before leaving the market. The Tenant is responsible for providing the appropriate trash and recycling receptacles for the use of vendors and customers. Tenant will provide its own custodial service for the Market clean-up and will guarantee that their custodial service vendor properly disposes of all waste. If the Landlord incurs clean-up costs as a result of the Tenant’s use of the Market area during market hours or from market vendors arriving or leaving the Market area, the Landlord will bill the Tenant for the costs. b. City Dumpster Use: Use of an on-site dumpster or Landlord trash bins will not be allowed, unless agreed to by Landlord. If Tenant is allowed to utilize onsite dumpster or Landlord trash, recycling and/or green waste bins then Tenant must guarantee proper use of each bin (e.g. specific waste must be placed in the proper bins).
c. Long-Term Maintenance: If determined by Landlord, Tenant shall clean up any stains that result from market vendor vehicles twice per year via power washing or other acceptable method. It is recommended that vendors be required to lay down cardboard or other appropriate material to catch oil or other fluids which drip from their vehicles.
d. Repairs: Tenant shall replace at its sole cost and expense any damage to the sidewalks, roadway, lighting, buildings, and landscaping or irrigation systems at Landlord’s property attributable to the Market.

10. Marketing
Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1583
Any signs on or around the Market area shall be temporary and designed, purchased, ordered and installed by Tenant and/or qualified vendors. The design of any signs proposed to be placed on or around the Market area shall be approved by Landlord and the City of Richmond Planning and Building Department prior to installation and shall comply with all applicable City of Richmond codes and regulations governing signs. Signs will be set up and removed on Market day, unless permitted otherwise by Landlord.

11. Inspections
Tenant is required to inform Landlord of inspections by the Contra Costa Health Services – Environmental Health Division or other regulatory agencies and provide Landlord with any write-ups or reports provided by regulatory agencies. Any violations by Tenant shall be cause for Landlord, at Landlord’s sole discretion, to require that a specific vendor(s) be removed from the Market and/or termination of this Agreement.

12. Community Stall Space
Upon the availability of space, Tenant will provide community stall space free of charge to the Landlord, governmental agencies, and/or non-profit organizations serving Richmond to distribute information or raise funds for non-profit purposes. In the event that Tenant does not allow a City department and/or non-profit organization to occupy stall space at the Market, it is the responsibility of the Tenant to notify the organization that an appeal for community stall space may be made to the Landlord.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1584

EXHIBIT B
Market Location
Market site
Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1585
Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1586

EXHIBIT C
Vendor Categories
Acceptable categories of vendors:

Per the California Department of Food and Agriculture’s laws, certifiable agricultural products, which are certified under the jurisdiction of the County Agricultural Commissioner relative to inspection and verification of compliance with the provisions of this article, include fresh fruits, nuts, vegetables, shell eggs, honey, flowers, and nursery stock.

An approved seller must also have an approved application-to-sell on file with the Market Manager prior to exercising his/her privilege of selling at the market. Landlord may ask the Tenant to see this application and any applicable documents at any time.

Acceptable categories of non-certified vendors:

Per the California Department of Food and Agriculture’s laws, non-certifiable agricultural products include all certified agricultural products that have been processed, those products other than certified agricultural products noted in the definition of acceptable categories of certified vendors above from any tree, vine or plant and their flowers (including processed products), any horticultural (including floricultural), viticultural (including wine), and vemicultural or apiary products.

Specific items may include:
• Baked items such as breads, crackers, cookies, etc.;
• Cheese and spreads;
• Restaurant foods, prepared for purchase at market such as pastas and sauces; • Condiments such as oils, vinegars, mustards, etc.;
• Handmade crafts such as wreathes/baskets.

Any non-certified vendor which is not among the categories listed above is subject to the review and approval of the Landlord prior to participation in the market.

Non-acceptable categories of vendors:

The sale or giving away of any live animals, including but not limited to domestic animals, wild animals, insects, livestock, or poultry (including chickens) is strictly prohibited at any time in addition to any illegal items under federal, state, or local law.

Special Notes Regarding Vendors:

Tenant shall not be allowed to permit vendors selling non-food items not listed above such as clothing and electronics, and those labeled as temporary and/or mobile vendors selling foods cooked and/or prepared at the Market without Landlord’s prior written consent. Any such vendors permitted by Landlord must follow all applicable laws and obtain the proper permits and licenses required prior to participation in the Market. In the event that Tenant allows such vendors to sell at the Market without prior approval Landlord may require that such vendor(s) be removed from the Market immediately.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1587
This list is designed to provide a guide to help Tenant in making selections of acceptable certified and non-certified vendors; however, as necessary, Landlord reserves the right to order the removal of any producer or product that does not meet the City’s codes or that causes a public nuisance.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1588
Exhibit D
Insurance
Tenant shall comply with the insurance requirements that are set forth in the City of Richmond - Insurance Requirements document that is attached hereto and incorporated herein by this reference.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1589
Exhibit E
Operations Plan

GOVERNING RULES FOR THE RICHMOND CERTIFIED FARMERS MARKET THE PURPOSE of the Richmond Farmers Market Association (“Association”) is to operate a Certified Farmers Market in the City of Richmond, California, in accordance with the laws, ordinances, and regulations of the state, county, and local governments, for the benefit of the producers and consumers.

The Market is certified by the Agricultural Commissioner of Contra Costa County as a direct-marketing outlet for California producers of fruits, nuts, and vegetables. These producers may sell their products directly to consumers at the Market, without having to meet the usual size, standard-pack, and container requirements for such products, under the auspices of the Direct Marketing Regulations of the California Department of Food and Agriculture. Non-certified agricultural products may also be sold outside the certified portion of the market.

The following rules apply at the Richmond Certified Farmers Market:

1. MEMBERSHIP: This is currently a “pilot” program and no annual membership dues are owed for the two years of operation.

2. HEALTH REGULATIONS: All participants in the market must abide by the regulations set by the Contra Costa Health Services – Environmental Health Division and California Department of Food and Agriculture, or other applicable regulatory agencies.

All vendors shall comply with Chapter 12 of the California Retail Food Code with regards to Farmers’ Markets. Specifically, food and food containers must be kept at least 6 inches off the ground either on a study table or in (or on) a vehicle. Health regulations prohibit the sale of food prepared in an unlicensed kitchen. Food samples must be kept in approved clean containers. Gloves must be worn when cutting food samples. Samples must be washed in potable water and dispersed within 2 hours of cutting. Smoking by food handlers is not permitted in the market stall areas.

All vendors referred to as Temporary Food Facilities (Chapter 11 of the California Retail Food Code) and/or Mobile Food Facilities (Chapter 10 of the California Retail Food Code) shall comply with applicable Federal, State and local regulations.

3. PRICES, LABELS, MEASURES: Growers are strongly encouraged to display their prices (per unit, etc.) clearly and unambiguously.

Prepackaged products sold in containers (packages, bottles) should be labeled with the quantity or weight of the contents, the grade (if applicable), and the name and address (including zip code) of the producer.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1590
Scale used in the market must have current valid inspection seals from the county agent in charge of weights and measures.

4. DATES, HOURS: The Board of Directors determines the opening and closing dates for the Association’s market(s), as well as the opening and closing hours. Any changes to the dates and times set forth in this document shall be approved by the City of Richmond as long as the City’s land is being used for market operations.

Tenant plans to operate a Market at Plaza limited to hours of operations from 9:00 a.m. to 10:00 p.m., every Thursday and Saturday between January and December, with market hours scheduled for 10:00 a.m. to 9:00 p.m
Sales may not be permitted before the official daily opening of the market. Sales shall end and clean-up shall begin no later than the official closing hour of 9:00 p.m.

5. RESERVATIONS: All vendors are expected to reserve their spaces with the Manager. Vendors arriving without reservations for their first time at market will be allowed to sell that day if there is room available and they satisfy all other requirements of membership and certification.

6. CANCELLATIONS: Vendors are expected to cancel their space reservations before the next market day. Vendors failing to notify the Manager in advance of their intention not to attend a market may be charged the regular stall fee for the day missed when they next appear at the market.

The Association is authorized to handle and exchange food stamp and WIC coupons.

7. CLEAN-UP: The Association feels a special obligation to the City to leave their street in good order. Growers should keep and leave their space clean. This includes providing waste cans for sample peels and pits, policing the area periodically to prevent potential accidents, and removing waste from the market area at the end of the day.

At the Manager’s discretion, a cleaning fee of $10.00 may be assessed, after one warning, if the stall is not left clean, and a chronic violator (whom the Manager has warned at least three times, at least once in writing) risks suspension or loss of his or her reserved space.

8. STALL SPACES: Assignment of spaces is at the discretion of the Market Manager. Unresolved conflicts may be appealed to the Board. Although no formal seniority rule has been made, the Board and the Manager will try to respect the seniority of Grower Members who have a record of cooperation in reserving and cancelling their spaces in advance.

A stall space is 12 feet along the curb by about 25 feet into the street. We reserve the right to require growers to keep within these limits or pay for additional stall spaces, if available.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1591

9. PRODUCTS: Certifiable products include the following: Fresh fruit, nuts, vegetables, eggs, honey, flowers and nursery stock. The Board my limit the amount of certain products in the market:
a. There shall be no more than two sellers of eggs in the Market. Eggs sellers must own and control the hens laying the eggs and be in compliance with all laws, state and federal, relating to egg production, quality control, and sales. b. There shall be no more than two sellers of honey in the Market. Honey sellers must own and control the hives where the honey has been produced and be in compliance with all laws relating to honey production and sales. Specifically, the seller must comply with state regulations regarding containers, grading, and labeling, and must supply a copy of the health permit for the kitchen facility used in preparation and packaging the product.
c. There shall be no more than two sellers of fresh flowers or nursery stock (potted plants) in the Market.
d. The sale or giving away, of any live animals, including but not limited to domestic animals, wild animals, insects, livestock, or poultry is strictly prohibited at any time.

10. OCEAN FISH: The sale of ocean fish is not allowed by the Direct Marketing Rules within the “certified” area of the Market. Vendors wishing to sell ocean fish are to occupy an area designated for non-agricultural products which is outside the “certified” Market.

There shall be no more than two sellers of ocean fish in the non-agricultural area of the Market. Ocean fish sellers must supply the Manager with copies of pertinent permits and licenses, and particular, of currently valid product-liability insurance coverage.

11. QUALITY: Growers shall guarantee their products, food items and whatever they sell.

All sellers of potentially hazardous food (as defined in State regulations: “any food which consists of ingredients capable of supporting rapid and progressive growth of infectious or toxicogenic microorganisms, including, but not limited to, milk or milk products, eggs, meat, poultry, fish or shellfish”) must furnish satisfactory proof of compliance with regulations applicable to the preparation of their products (such as licenses from approved commissaries).

The market Manager has the authority to order a grower to label a commodity of impaired quality and/or to remove it from sale on any given market day on account of poor quality. In case of dispute, the matter may be referred to the Board of Directors.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1592
Any grower receiving two (2) “red tags” (for substandard quality) from the county or state Agricultural Commissioner for the same commodity within a market season will be summoned to meet the Board of Directors for a review of the grower’s continued participation in the market.

12. STANDARDS OF CONDUCT: PENALTIES: Sellers are expected to maintain high standards of honesty and to conduct themselves in a courteous, respectable, and businesslike manner. Rude, abusive, or other disruptive or offensive conduct will not be allowed in the Market at any time.

Customers are expected to maintain similar standards.

Day-to-day market problems should be handled through the Market Manager, but matters of policy, complaints and major difficulties should be taken up with the Board in writing.

The Board of directors and the Market Manager shall implement and enforce all rules and regulations pertaining to the operation of the Certified Farmers Market in fair and equitable manner.

Whereas the Market will make available the space and opportunity for any qualified producer who meets the standards of the State, County, and the Market’s rule and regulations, we also reserve the right to qualify any producer or product based upon those standard rules and regulations.

The Market also reserves the right to order removal of any producer or product that does not meet the qualifications and standards set forth by the State, County, or Market rules.

The Market Manager will assure compliance with these regulations as follows:
a. The Manager will deliver fair warning of the alleged infraction(s), verbally at first; then, in case of need, by written notice to the offending grower(s), with a copy to the Board.
b. If the alleged infraction is not resolved to the Manager’s satisfaction by the next market day, the Manager will issue a second written notice which will carry an automatic fine of $10.00.
c. If the alleged infraction is still not satisfactorily resolved, the Manager may recommend to the Board suspension of the producer’s membership and selling privileges at the Market. The Board’s decision after fair hearing is final.

13. REPRESENTATION: The Board of Directors of this Association includes one (1) representative from each Community Organization Member, and nine (9) grower and individual members. All producer Members of the Association are entitled to participate in selecting their Board representatives.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1593
Only the Board of Directors and its officers, the Market Manager, and individuals who may be appointed and approved by the Board, may speak publicly on behalf of the Association or its market.

14. OTHER RULES: Occasionally, other rules governing the market may be adopted by the Board as allowed in the Association’s by-laws. Members will be notified, in advance, as new rules are being considered, and again if the rules are adopted.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1594
Scope of Work
Budget Proposal for "Open Air Food Court": the city-owned lot on Marina Way and MacDonald Avenue (the “Plaza”)
Budget Narrative:

The City of Richmond will identify funding for the Land/Space for the Food Court.

The tenant with City support will provide resources to facilitate the overall mission and purpose which is to create a pathway to business ownership for local entrepreneurs.

Cost of proposed operation will be for two (2) days a week for a costs of $205,000 per year with upfront costs of fifty percent (50%) to be issued for associated costs to start purchasing and the permitting process for the open air market.

The Richmond Certified Farmers Market(501C3) will provide:

1. The rules regulations for the operations.

2. Provide management and oversight.

3. Provide staffing, daily.

4. Routine health and safety oversight.

5. Collaboration with City and Local Community Partners

6. Provide technical assistance.

7. Porta Potti and Grey water disposal tank.

8. Perimeter lighting.

9. Tables and chairs.

10. Provide storage for tables and chairs.

11. Labor cost (cover two (2) days per week)

12. Vendor Permits and Licenses

13. Recency, Frequency, Monetary Value (RFM) Umbrella Liability Insurance (City of Richmond as added Insured) for the land use site.

14. Recency, Frequency, Monetary Value (RFM) Umbrella Liability Insurance (City of Richmond as added Insured) for each vendor.

15. Clean-up and routine maintenance
The Vendors Responsibility:

1. Follow the rules and regulations.

2. Provide all equipment and supplies needed to operate.

3. Safely secure their occupied space.

4. Always keep clean operating space.

5. Vendors will be allowed on site one hour before and after for preparing space and to clean-up designated areas.

Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1595
Equipment Budget for one (1) year: Cost per year
Porta Potti (2) @ $300 each per month $ 7,200.00
Gray Water tank (250 gallons) @ $350 month $ 4,200.00
Lighting 400 ft $ 120.00
Lighting poles 12 poles $ 600.00
Tables 10 4x4 @ $50 each $ 500.00
Chairs 40 @ $20 each $ 800.00
Electricity Generator (commercial) $3,347.60 per WEEK
Electricity Solar (Top of pole mount) $600 x4 $ 2,400.00 Electricity City lot (Pole)
Cleanup and maintenance tools $ 700.00
Security Services @ $1,550 per month $ 18,600.00
Administration and Labor for one (1) year:

Labor during hours $ 50,000.00
Insurance $ 1,800.00
Vendor Insurance up to 25 vendors @ $1,000 each $ 25,000.00 Vendor County Health Permit for up to 25 vendor(s) $ 10,080.00 Permit, License, & inspection $ 944.00
Other operating costs $ 82,056.00
$ 205,000.00
Docusign Envelope ID: 4037ED74-7F78-4D83-8956-32D959A31B68 1596
Docusign Envelope ID: E94E4B61-8968-4DFF-BF4C-009A984FB429 1597
Docusign Envelope ID: E94E4B61-8968-4DFF-BF4C-009A984FB429 1598
Docusign Envelope ID: E94E4B61-8968-4DFF-BF4C-009A984FB429 8/19/2025
Deputy City Manager
1599
Docusign Envelope ID: 99193466-066F-4F92-A88D-69C5ABB90352 1600
Docusign Envelope ID: 99193466-066F-4F92-A88D-69C5ABB90352 1601
Docusign Envelope ID: 99193466-066F-4F92-A88D-69C5ABB90352 10/14/2025
Deputy City Manager
1602

July 28, 2026
Economic Development
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Nannette Beacham, Director of Economic Development Jesson de Leon, Senior Business Assistance Officer
Junne Garcia, Management Analyst
Subject: Economic Revitalization Strategy for Downtown Richmond and Macdonald Avenue Corridor
FINANCIAL IMPACT: The proposed $350,000 expenditure for preparation of the Economic Revitalization Strategy is not included
within the approved Fiscal Year 2026-2027 Economic
Development budget. Adoption of the resolution will
require an additional General Fund appropriation in the amount of $350,000 to support the project (Account
String: 01361165-400201).

PREVIOUS COUNCIL
ACTION:

September 23, 2025

STATEMENT OF THE
ISSUE:

City staff requests the City Council adopt a resolution authorizing the City Manager to negotiate and execute a Professional Services Agreement with the top ranked firm to prepare the Economic Revitalization Strategy for
Downtown Richmond and the Macdonald Avenue
Corridor
RECOMMENDED ACTION: ADOPT a resolution to AUTHORIZE the city manager to negotiate and execute documents necessary for a
professional services contract with the top ranked firm for preparation of the Economic Revitalization Strategy for Downtown Richmond and the Macdonald Avenue
Corridor in an amount not to exceed $350,000, and
APPROPRIATE funds to support the project - Economic
Development Department (Jesson de Leon 510-412-
AGENDA
REPORT
1603

July 28, 2026
2023/Junne Garcia 510-620-6524/Nannette Beacham
510-620-1306).

BACKGROUND:

The Richmond City Council approved the establishment of the Macdonald Avenue Corridor Task Force on September 23, 2025. The Task Force serves as a collaborative forum to:
 Identify shared priorities;
 Share diverse community and stakeholder perspectives;  Coordinate revitalization and development efforts;
DISCUSSION:

City staff issued a Request for Proposals (RFP) for the Economic Revitalization Strategy and received multiple submissions from qualified firms. Proposals were reviewed for alignment with the City’s goals for Downtown Richmond and Macdonald Avenue, including the need for a comprehensive revitalization framework, robust analytical methods, and demonstrated experience with similar urban economic development projects. Evaluation was conducted using the criteria established in the RFP, which include Understanding of Scope, Approach and Methodology, Team Qualifications and Experience, Cost Effectiveness, and References.

Criteria Description Point Value
Understanding of Project
Scope
Clarity in addressing Downtown Richmond
and Macdonald Avenue challenges; grasp
of project objectives and context.
30 points
Approach and
Methodology
Innovation, feasibility, and
comprehensiveness of strategy; strength
of community engagement plan.
30 points
Team Qualifications &
Experience
Expertise and past performance on similar
urban revitalization projects; experience
with historic downtowns.
20 points
Cost Effectiveness Transparency and reasonableness of
proposed budget.
10 points
References & Past Work Quality of past projects and endorsements from references.
10 points
The following table summarizes individual evaluator scores, average scores, and final ranking
1604

July 28, 2026
Proposer #1 #2 #3 #4 #5 #6 #7 Avg.

BAE Urban
Economics
91 97 70 87 82 97 85 87.0
Critical Impact
Consulting
79 91 73 80 73 73 46 73.6
EPS +
PlaceWorks
97 100 85 83 82 82 97 89.4
HR&A Advisors 85 100 100 86 70 100 70 87.3
Sunstone Cities
LLC
82 73 82 81 70 70 85 77.6
HdL
ECONSolutions
82 100 85 78 67 76 97 83.6
Rank* Proposer Avg. Score Notes
1 EPS + PlaceWorks 89.4 Highest overall score
2 HR&A Advisors 87.3 Second-ranked proposal
3 BAE Urban Economics 87.0 Close to second-ranked
proposal
4 HdL ECONSolutions 83.6
5 Sunstone Cities LLC 77.6
6 Critical Impact Consulting 73.6
* Rank of selection panel through initial review
City staff intends to interview the three top-ranked firms to further assess the strength of each team’s approach, implementation readiness, and ability to meet the City’s expectations for a comprehensive economic revitalization strategy. Interviews will include a supplemental scoring component evaluating clarity of responses, alignment with City priorities, implementation feasibility, and team capabilities.

Following completion of interviews, staff will combine the proposal score (maximum 100 points) and the interview score (maximum 20 points) to generate a final composite score for each firm. The consultant with the highest composite score will be recommended for award, consistent with the RFP’s guidance that the highest-ranked proposer following interviews will advance to negotiations.

Interview Component Description Point Value
Clarity of Responses Ability to clearly address staff questions and articulate strategy.
5 points
Alignment With City
Priorities
Demonstrated understanding of
Richmond’s needs, equity
considerations, and implementation
challenges.
5 points
Implementation Feasibility Practicality of timeline, staffing plan, and proposed execution methods.
5 points
Team Capability &
Communication
Strength of team members,
communication style, and readiness to
partner with the City.
5 points
1605

July 28, 2026
Completion of the Economic Revitalization Strategy will provide the City with a coordinated implementation framework that identifies catalytic redevelopment opportunities, establishes investment priorities, supports business attraction and retention efforts, identifies potential funding opportunities, and provides a roadmap for revitalizing Downtown Richmond and the Macdonald Avenue Corridor.

NEXT STEPS:

Upon City Council approval and adoption of a resolution, staff will:
 Interview three top-ranked firms;
 Negotiate and execute a professional services agreement with the top ranked firm;
 Conduct a project kickoff meeting with City staff and key stakeholders;  Finalize the project work plan, schedule, and public engagement strategy;  Coordinate with the Macdonald Avenue Corridor Task Force, City departments, community organizations, businesses, and residents throughout project implementation;
 Present project milestones and draft deliverables to the Task Force and City Council, as appropriate; and
 Return to City Council with the completed Economic Revitalization Strategy for acceptance and consideration of future implementation actions.

SYNERGISTIC POLICIES:

Strategic Goal Areas

1. Increase revenue and improve economic development

2. Improve the quality of life, community health, and social determinants of health
General Plan 2030
 Policy ED1.1 – Safe, Well-Maintained Neighborhoods and Public Space  Policy ED1.3 – Support Existing Businesses
 Policy ED2.2 – Revitalize Commercial Corridors
DOCUMENTS ATTACHED:

Attachment 1 – RFP - Economic Revitalization Strategy Downtown Richmond Attachment 2 – Resolution
1606

REQUEST FOR PROPOSALS (RFP)
Consulting Services for Economic
Revitalization Strategy – Downtown
Richmond & Macdonald Avenue
Release Date: February 19, 2026
Closing Date and Time: March 31, 2026 at 4 PM PST
Nannette J. Beacham, Economic Development Director
Electronic Submittal: BidsOnline
1607
2 1. Introduction and Background
The City of Richmond seeks proposals from qualified consultants to develop a comprehensive, community-driven Economic Revitalization Strategy for Downtown Richmond and the Macdonald Avenue corridor. The strategy will synthesize prior planning efforts, identify catalytic development opportunities, incorporate housing and financial analyses, evaluate policy tools such as a vacancy tax, and include 3D redevelopment visualizations. The plan must provide actionable implementation steps, design guidelines, and measurable performance outcomes to ensure inclusive and sustainable economic growth. The anticipated term of this contract will be for a period of two years.

The City of Richmond was incorporated in 1905 after the Santa Fe Railroad established its western terminus at Point Richmond in 1899, with ferry service to San Francisco. The City grew significantly at the onset of World War II with the opening of the Kaiser Richmond Shipyards at Richmond’s South Shoreline in 1941 (its population quadrupled from 23,600 in 1940 to over 93,700 in 1943), as tens of thousands of new residents immigrated to the City to work in the shipyards, many of whom were Black. During the decades that followed, major developments such as Marina Bay, the Hilltop Shopping Center, the Knox Freeway, and Richmond Parkway shaped the economy and geography of Richmond. Residential development continued, and thousands of Asian and Pacific Islander and Latino persons immigrated to the community. Today, Richmond is a diverse and growing maritime, industrial, commercial, and residential community, with a population of over 116,000. The City is located on a peninsula 16 miles northeast of San Francisco, directly across the San Francisco Bay, and has a total area of 56 square miles, of which 33.7 are land area and 22.3 are water area.

Downtown Richmond is supported by an actively managed Property and Business Improvement District (PBID), led by the Richmond Main Street Initiative (RMSI).

RMSI works to strengthen local businesses and organizes events and activities that drive engagement and economic vitality in the district. The Downtown Richmond Multi-Modal Transit Station offers exceptional connectivity, providing access to BART, Amtrak, and AC Transit lines that link Richmond residents to the greater Bay Area and beyond.
1608
3 Downtown Richmond CA
Recent developments have further energized the area, including the opening of a new café, a food hall, and CoBiz Richmond—a collaborative co-working space designed for small businesses, entrepreneurs, and the creative freelance workforce.

These additions have transformed previously underutilized space on the ground floor of the BART garage into a vibrant hub of activity.

The city-sponsored program, The Lot: Downtown Richmond Food Court, along with outdoor concerts and festivals, adds to the diverse array of events that attract visitors to the district.

On July 2, 2024, the Richmond City Council adopted an ordinance adding new Chapter 7.42 Sidewalk Vending regulations to the Richmond Municipal Code consistent with state law. The Richmond City Council also directed staff to establish and implement a Mobile Vendor Plaza (MVP) Program, now known as The Lot: Downtown Richmond Food Court aimed at creating opportunities for sidewalk vendors and other interested parties to continue their businesses in a regulated and licensed manner. The program received a California Association for Local Economic Development Award of Merit in May 2025.
• The Lot: Downtown Richmond Food Court is located at:
1401 Macdonald Avenue, Richmond, CA, 94804
Tuesdays & Thursdays: 10:00 AM - 9:00 PM (Hours May Vary) 1609
4 Rebrand from MVP to The Lot
Major anchor institutions such as Kaiser Permanente, the U.S. Social Security Administration, Contra Costa County offices, and the East Bay Center for the Performing Arts bring approximately 6,600 daily visitors, complementing the more than 10,000 residents who call Downtown Richmond home.

The East Bay Center for Performing Arts, was recently named the “Best Longstanding Performing Arts Education Venue” by the East Bay Express. The East Bay Center for Performing Arts is a cultural and civic hub recognized for its contribution to training youth and young adults in the performing arts. Located Downtown on Macdonald Avenue in a renovated Beaux Arts building, the Center features a glowing new ground-floor performance space, two new theaters and an additional 5,000 square feet of space for practice rooms and teaching labs. 1610
5 East Bay Center for the Performing Arts
The City of Richmond is committed to revitalizing its historic downtown area and ensuring inclusive economic growth. Building on previous planning efforts— including the Richmond Livable Corridors’ Macdonald Avenue charrettes—and ongoing capital improvement projects, the City seeks a qualified consultant or consultant team to develop a comprehensive Economic Revitalization Strategy for Downtown Richmond.

In addition, the strategy must include specific recommendations to transform Macdonald Avenue into a vibrant, walkable, and economically resilient corridor that supports local business incubation, incremental infill, and streetscape enhancements. Specific attention should be paid to achieving and aligning with other City Council goals related to historic preservation.

2. Project Objectives
The primary objectives of this project are to:
• Review and synthesize existing planning efforts, current projects, and community input.
• Identify key economic opportunities, catalytic sites, and gaps in the current development landscape.
1611
6 • Develop a comprehensive economic revitalization plan featuring 3D visualizations and architectural renderings that clearly convey a redevelopment vision for the project area. The plan should include a strategic framework outlining short-, mid-, and long-term initiatives tailored to both Downtown Richmond (23rd Street to 8th Street) and Macdonald Avenue (from 23rd Street to Richmond Parkway/Barrett Avenue and Bissell Avenue).
• Additionally, the plan should incorporate an analysis of multiple economic impact streams—such as projected sales tax revenue, workforce development, and other relevant indicators—to demonstrate the economic viability and long-term sustainability of the proposed initiatives. • Evaluate the impacts and feasibility of implementing a vacancy tax as a tool to activate underutilized properties.
• Examine development opportunities that include both vacant lots, underutilized ("reduced") properties, and adjacent properties to create destination anchors for economic development in Downtown. • Include a plan that identifies a minimum target number of new housing units (to be coordinated with the Community Development Department and Housing Element targets).
• Provide financial analysis of existing vacant lots and potential lots, including their current financial status and carrying costs.
• Engage community stakeholders and ensure equitable input in the revitalization strategy.
• Ensure a structured community feedback phase on the six-month draft, including at least two public workshops and an online survey, followed by a comprehensive memo summarizing input and how it was incorporated into the final strategy.
• Provide actionable implementation steps, design guidelines, and performance metrics for City staff and stakeholders.

3. Scope of Services
The selected consultant will be responsible for completing the following tasks:

Task 1: Review and Analysis
• Literature and Data Review:
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7 o Analyze previous planning efforts, including Downtown Mixed-Use Master Plan, form-based codes, and Macdonald charrette
recommendations.
o Review current capital improvement projects, zoning initiatives, and development proposals.
o Assess historical development proposals (e.g., Perkins & Will Downtown analysis) and synthesize lessons learned.
• Existing Conditions Assessment:
o Develop an inventory of existing assets, constraints, and opportunities for both Downtown Richmond and Macdonald Avenue. Inventory should include any and all types of properties that exist within the areas which include public, private, and mixed use or owned locations.
o Existing Conditions Assessment: Financial condition analysis (ownership, liens, tax delinquency, carrying costs), infrastructure assessment (utilities, streetscape, public realm), and environmental contamination screening (Phase I ESA-level scan and DTSC sites). o Produce a mapping sub-section specifically highlighting Macdonald’s physical conditions, vacancy profiles, pedestrian counts, and business mix.
o Historic preservation overlay map for Downtown, comparative cost scenarios for historic buildings (renovate vs. tear down vs. rebuild), and scenario-based fiscal impacts including projected sales and property tax revenues.

Deliverable:

A detailed Existing Conditions & Opportunities Memo, including maps, charts, and an analytical summary (with a distinct section on Macdonald Avenue).

Task 2: Community and Stakeholder Engagement
• Engagement Strategy Development:
o Create a comprehensive community engagement plan incorporating town hall meetings, focus groups, charrettes, walking tours, and online outreach.
o Ensure inclusive processes that gather views from local business owners, residents (including historically underrepresented groups), and neighborhood organizations.
• Field Engagement Specific to Macdonald Avenue:
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8 o Organize on-site engagements and pop-up events along Macdonald to capture local insights, ideas for storefront activation, public art/gateway concepts, and temporary or incubator space needs. • Design and Develop a Project Webpage and Project Related Social Media Posts
o Develop, design, and update regularly a bi-lingual (English and Spanish) project webpage with resources, updates, and
outcomes/accomplishments for the project, including a list-serv signup. City will host webpage on its website and make posts using its social media account(s).

Deliverable:

A Community Engagement Summary Report with documentation of meetings, key themes, recommendations, and visual records from field activities.

Task 3: Market and Opportunity Analysis
• Economic Assessment:
o Conduct a market study focusing on key retail, commercial, housing, and employment trends in the downtown area.
o Include a micro-analysis of Macdonald Avenue to assess local business climate, opportunity sectors (e.g., food, arts, co-op retail), and infrastructure constraints.
• Opportunity Mapping:
o Identify catalytic sites and areas with the potential for near-term and long-term redevelopment, including infill opportunities and public space enhancements.

Deliverable:

A Market and Economic Opportunity Analysis Report with a site-specific action map for Macdonald Avenue.

Task 4: Strategy Development
• Strategic Framework Formulation:
o Develop a comprehensive revitalization strategy organized into:
 Short-term (0–2 years): Pilot projects (e.g., temporary market halls, storefront activation initiatives), tactical public space installations, and business incubators.
 Mid-term (2–5 years): Infrastructure improvements (sidewalk widening, lighting upgrades), zoning and policy refinements, 1614
9 public-private partnerships, targeted infill housing strategies, and a plan that identifies a minimum target number of new housing units (to be coordinated with the Community
Development Department and Housing Element targets).
 Long-term (5+ years): Redevelopment of key sites into dense, mixed-use districts with a cohesive regional identity.
o Incorporate cross-cutting themes on equity, sustainability, walkability, public health, and arts & culture, including historic preservation. o Detail specific measures and design recommendations for the Macdonald Avenue right-of-way, including gateway design, use of chicanes and vertical elements, and activation of vacant storefronts. o Develop 3D visuals and architectural rendering of various buildout scenarios, including redevelopment of vacant and underutilized sites.

Deliverable:

A Draft Economic Revitalization Strategy Report including:
• A clear set of initiatives with an implementation timeline, responsibility parties, and major milestones to be achieved.
• Visuals, including 3D and architectural rendering, and a roadmap for implementation tasks, and recommended design guidelines, particularly for Downtown and Macdonald Avenue.
• Performance metrics and evaluation criteria to measure outcomes and accomplishments.

After review, the consultant will update and submit a Final Strategy Report that incorporates stakeholder and City feedback.

Task 5: Presentation and Implementation Support
• Presentation to City Officials:
o Prepare and present draft and final strategy documents to City Council, the Planning Commission, and other key stakeholders. • Toolkit Development:
o Develop clear, user-friendly materials and toolkits (e.g., one-pager summary documents, implementation guides, Macdonald Avenue Highlight Sheets) to facilitate the adoption and execution of the strategy.
• Staff Training:
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10 o Conduct sessions for City staff to navigate the strategy, understand implementation steps, and apply recommendations at the operational level.

Deliverable:

A series of professional presentation materials, summary brochures, and an Implementation Toolkit focused on Macdonald Avenue.

4. Consultant Qualifications
Proposals will be evaluated based on, but not limited to:
• Relevant Experience (Criteria A, C, and E):
o Proven experience in urban economic development, downtown revitalization, and mixed-use planning.
o Prior work on projects involving community engagement and economic strategies that incorporate form-based codes or placemaking components.
• Technical Expertise (Criteria B and C):
o Demonstrated analytical capabilities in market studies and spatial analysis.
o Familiarity with best practices in community participation, especially in urban and diverse communities similar to Richmond, CA contexts. • Project Management (Criteria B and D):
o Ability to deliver projects on time and within budget, with clear milestones and deliverables.
• Team Composition (Criteria B and C):
o Qualifications of team members, including urban planners, economic development specialists, public engagement experts, and design consultants.
• Downtown Revitalization Experience (Criteria C and E):
o Experience or demonstrated research on downtown revitalization efforts with similar urban contexts, from a design and economic perspective.

Applicants should include resumes, portfolio examples of relevant projects, and at least three references from comparable projects.

5. Proposal Submission Requirements
Proposals must include the following components:
1616
11 • Cover Letter: Summary of the firm’s understanding of the project scope and rationale for the proposal.
• Technical Proposal:
o Detailed methodology addressing all tasks (Tasks 1–5). o Project work plan, timeline with key milestones, and quality control measures.
o Approach for engaging community and stakeholders with special attention to Macdonald Avenue.
• Staffing Plan: Resumes and roles of key team members. • Budget Proposal: Detailed cost breakdown, including travel, overheads, and any anticipated contingencies. The City has budgeted $350,000 for this work. Respondents should consider this budget limit in their proposal. For any tasks exceeding that amount, they should be noted as optional tasks. • Relevant Experience and References:
o Examples of similar projects, including visual and analytical outputs. o Contact information for at least three professional references. o Real estate development experience and funding/financing expertise (including tax districts, CLTs, and public financing tools). o Demonstrated experience structuring public-private partnerships for downtown/mixed-use redevelopment.
• Additional Materials: Any supplemental information supporting the proposal (e.g., case studies, published reports).

6. Proposal Evaluation Criteria
Proposals will be evaluated based on the following:
• Criteria A
Understanding of Project Scope: (30 Points) Clarity in addressing Downtown Richmond and Macdonald Avenue challenges.
• Criteria B
Approach and Methodology: (30 Points) Innovation, feasibility, and comprehensiveness of the strategy and community engagement plan. • Criteria C
Team Qualifications & Experience: (20 Points) Expertise and past performance on similar urban revitalization projects, including historic downtowns.
• Criteria D
Cost Effectiveness: (10 Points) Reasonableness and transparency of the proposed budget.
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12 • Criteria E
References & Past Work: (10 Points) Quality of past projects and endorsements from references.

7. Timeline
TASK DATE*
RFP Release Date: February 19, 2026
Questions Submittal Deadline: March 4, 2026 at 4 PM PST Proposal Submission to
BidsOnLine Deadline:

March 31, 2026 at 4 PM PST
Evaluation Period: April 1, 2026 to April 30, 2026
Interviews/Presentations (if held): May 2026
Award Notification: June 2026
Project Kick-Off: July 1, 2026
Six-month Draft Strategy Report January 1, 2027
Community Feedback Window January 1, 2027 to January 31, 2027 Final Deliverable Submission: July 1, 2027
*Dates are subject to change at the sole discretion of the City of Richmond. If the dates for written Question or Proposals Due change, the change will be published via an Addendum to the RFP.

8. Submission Instructions & Inquiries
• Proposals must be submitted electronically to BidsOnLine no later than March 31, 2026 at 4 PM PST to:
https://vendors.planetbids.com/portal/14590/portal-home • All submissions should be in PDF format.
• For questions or clarifications regarding the RFP, you must submit via BidsOnline’s Questions tab by the deadline specified above. Questions will be responded to by March 18, 2026.
• Late submissions will not be accepted. Proposals should be formatted, complete, and adhere to the guidelines described above. 1618
13 • Consultants MUST register on the City’s Online Bidding System powered by BidsOnline to ensure that they receive any addendums to this RFP and are notified of future RFPs and RFQs.
• Any Consultant submitting a response to this RFP shall not contact or lobby any City Council member, City official, employee (except those specified for contact), or agent regarding this RFP. Any party attempting to influence or circumvent the RFP, qualifications submittal, and review process may have their qualifications rejected for violating this provision of the RFP.

9. Interviews, and Final Selection
The City of Richmond will evaluate written proposals in accordance with the evaluation criteria set forth in this RFP. Following completion of the written proposal evaluation, the City will identify the top-ranked proposers and invite them to participate in oral interviews and/or presentations.

After completion of interviews, the City will re-evaluate and re-rank proposers based on interview performance, demonstrated understanding of the scope of work, qualifications, and overall ability to meet the City’s needs. Interview results may confirm or change the initial rankings based on written proposals.

The proposer ranked highest after completion of the interview process will be recommended for award, subject to successful contract negotiations, verification of proposer responsibility, and approval by the City as required. Participation in interviews does not guarantee selection or award of a contract.

The City reserves the right to reject any or all proposals, to waive informalities, and to take any action deemed to be in the best interest of the City.

Pre-Award Negotiations
After the proposals are opened, but prior to award, the City may elect to conduct negotiations with the highest ranked respondent for purposes of:
• Resolving minor differences and information
• Clarifying necessary details and responsibilities
• Emphasizing important issues and points
• Receiving assurances from respondents
• Cost/budget clarifications
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14 If the City cannot successfully negotiate a contract with the highest ranked respondent, the City may begin negotiations with the second highest ranked respondent.

10. General Terms & Conditions
• The City of Richmond reserves the right to accept or reject any proposal based on its evaluation.
• The awarded consultant will be required to enter into a formal contract with the City that outlines deliverables, timelines, payment terms, and performance standards.
• All work products and reports produced under this RFP will become the property of the City.
• The consultant is responsible for all travel and expenses unless otherwise negotiated.
• This RFP does not commit the City to award a contract or pay any costs incurred in the preparation of a proposal

11. Compliance Requirements
The selected Consultant shall comply with the following:

1. City of Richmond Ordinance No. 16-12 N.S. Richmond Business Opportunity Ordinance.

2. City of Richmond Ordinance No. 15-10 N.S. Local Employment Ordinance.

3. Compensation shall be consistent with the City of Richmond Ordinance No. 15-17 Minimum Wage Ordinance and State Prevailing Wage Requirements as required by the Department of Industrial Relations.

4. Execute an agreement with the City of Richmond; a copy of which is included in Attachment A. No changes to this agreement will be considered.

5. The City of Richmond requires consultants doing business with it to obtain insurance, as shown in Attachment B. The required insurance certificates must comply with all requirements as shown and must be provided prior to the commencement of any work on the Project.

6. The successful Contractor and all subcontractors used in the work will be required to hold or obtain a City of Richmond Business License. Note that the City will not waive the business license fee.

7. The Richmond Sanctuary City Contracting Ordinance No. 12-18 (Attachment C) prohibits the City from granting and or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting 1620
15 services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Proposers must submit the attached Sanctuary City Compliance Statement with their Qualification. (Attachment D) All respondents must submit a Sanctuary City Compliance Statement with their qualifications.

8. Resolution No. 86-21 (Attachment E), approved by City Council on July 6, 2021, requires disclosure of the identities of beneficial & responsible owners of Limited Liability Corporations (LLC). Proposers must submit the attached Disclosure Statement of Limited Liability Companies Form with their Qualification. (Attachment F) All respondents must submit the Disclosure Statement of Limited Liability Companies Form with their qualifications.

12. City Disclaimer
The City reserves the right to reject any or all the qualifications, to waive any informality in any qualification, and to select the qualifications that best meet the City needs. The City also reserves the right to reduce or revise elements of the scope of services, or to amend or modify the contractual requirements, or to negotiate with any qualified consultant.

No representation is made that any contract will be awarded pursuant to this RFQ.

In no way shall a contract be viewed as exclusive. The City reserves the right to retain additional consultants as necessary. All costs incurred in the preparation of the qualification, in the submissions of additional information and/or in any other aspect of qualification prior to the award of a written contract will be borne by the proposed firm. All qualifications submitted to the City in response to this RFQ will become the property of the City of Richmond and will not be returned. The “technical” portion of the Qualification will be considered public information.

The City reserves the right to:

1. Reject any or all qualifications.

2. Issue subsequent Requests for qualifications.

3. Remedy technical errors in the Request for qualifications process.

4. Negotiate with any, all, or none of the Respondents.

5. Solicit best and final offers from all or some of the Respondents.

6. Select one or more Respondents.

7. Accept other than the lowest proposed fees.

8. Waive informalities and irregularities in Qualifications. 1621
16 13. Attachments

1. Attachment A: Standard Service Provider Agreement

2. Attachment B: Insurance Requirements

3. Attachment C: Richmond Sanctuary City Contracting Ordinance No. 12-18 N.S.

4. Attachment D: Sanctuary City Compliance Statement

5. Attachment E: Limited Liability Corporations (LLC), Resolution No. 86-21

6. Attachment F: Disclosure Statement of Limited Liability Companies Form 1622
Reso. No. _____

RESOLUTION NO. ______

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND

AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE A

PROFESSIONAL SERVICES AGREEMENT WITH THE TOP-RANKED FIRM IN AN AMOUNT NOT TO EXCEED $350,000 FOR THE PREPARATION OF THE

ECONOMIC REVITALIZATION STRATEGY FOR DOWNTOWN RICHMOND

AND THE MACDONALD AVENUE CORRIDOR, APPROPRIATING FUNDS FOR

THE PROJECT, AND AUTHORIZING THE CITY MANAGER TO TAKE

RELATED ACTIONS
WHEREAS, the City of Richmond is committed to supporting economic development, revitalization of commercial corridors, business attraction and retention, and implementation of strategic investments that strengthen the local economy; and WHEREAS, Downtown Richmond and the Macdonald Avenue Corridor represent important economic, cultural, and civic assets whose continued revitalization is a priority of the City Council; and
WHEREAS, on September 23, 2025, the Richmond City Council established the Macdonald Avenue Corridor Task Force to identify revitalization priorities, coordinate community and stakeholder input, and provide recommendations regarding the future of the Macdonald Avenue Corridor; and
WHEREAS, in collaboration with the Macdonald Avenue Task Force, on February 19, 2026, the City released a Request for Proposals (RFP) seeking qualified consulting firms to prepare an Economic Revitalization Strategy for Downtown Richmond and the Macdonald Avenue Corridor; and
WHEREAS, the City received six responsive proposals and convened a seven-member Selection Committee consisting of City staff, representatives of the Macdonald Avenue Corridor Task Force, and a representative of the Richmond business community to independently evaluate the proposals using the evaluation criteria established in the RFP; and WHEREAS, following completion of the independent proposal evaluations, the Selection Committee determined that the three highest-ranked firms warranted additional due diligence, including consultant interviews and reference checks, before making a final recommendation; and
WHEREAS, the Fiscal Year 2026–2027 adopted budget includes funding for preparation of the Economic Revitalization Strategy in an amount not to exceed $350,000; and WHEREAS, following completion of the evaluation process, it is in the best interest of the City to authorize the City Manager to negotiate and execute a Professional Services Agreement with the top-ranked firm in accordance with the terms of this Resolution; and WHEREAS, completion of the Economic Revitalization Strategy will provide the City with a comprehensive implementation framework to strengthen economic activity, support business attraction and retention, identify catalytic redevelopment opportunities, and guide future investment in Downtown Richmond and the Macdonald Avenue Corridor.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Richmond hereby resolves as follows:

Section 1. The City Manager is authorized to complete the consultant evaluation process, including consultant interviews, reference checks and final negotiations, and to determine the top-ranked firm based on the evaluation criteria in the Request for Proposals.

Section 2. Upon completion of the evaluation process, the City Manager is authorized to negotiate and execute a Professional Services Agreement with the top-ranked firm for preparation of the Economic Revitalization Strategy for Downtown Richmond and the 1623
Reso. No. _____

Macdonald Avenue Corridor in an amount not to exceed Three Hundred Fifty Thousand Dollars ($350,000).

Section 3. Funding for the project is hereby appropriated in accordance with the Fiscal Year 2026–2027 adopted budget, including any additional appropriations approved by the City Council to support completion of the project.

Section 4. The City Manager, or designee, is authorized to execute all documents and approve non-substantive amendments necessary to implement the Professional Services Agreement, provided such actions remain within the approved project budget and are consistent with applicable law and City policy.

Section 5. The City Manager and other appropriate City officials are authorized to take all actions necessary to carry out the intent of this Resolution. ******************
***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
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July 28, 2026
Finance Department
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Jerry Gurule, Accounting Manager
Antonio Banuelos, Accounting Manager
Subject: Investment and Cash Balance Report, Monthly Overtime Reports, Documentary Transfer Tax Report, and Other
Post-Employment Benefits (OPEB) and Pension Report
for the month of May 2026.

FINANCIAL IMPACT: There is no fiscal impact associated with this item.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

City staff is requesting that the City Council receive the City’s Investment and Cash Balance Report, Monthly
Overtime Reports, Documentary Transfer Tax Report,
and Other Post-Employment Benefits (OPEB) and
Pension Report for the month of May 2026.

RECOMMENDED ACTION: RECEIVE the City’s Investment and Cash Balance Report, Monthly Overtime Reports, Documentary
Transfer Tax Report, and Other Post-Employment
Benefits (OPEB) and Pension Report for the month of
May 2026 – Finance Department (Emily Combs
510-620-6740).

AGENDA
REPORT
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July 28, 2026
DISCUSSION:

Investment and Cash Balance Report
It is the policy of the City of Richmond (City) to invest public funds in a manner which prioritizes safety and liquidity over yield while meeting the daily cash flow demands of the City and conforming to all state and local statutes governing the investment of public funds. In accordance with California Government Code Section 53646 and the City’s Investment Policy, the Director of Finance shall report monthly on the City's pooled and Bond funds to the City Manager and City Council and shall report quarterly on other investments.

The Investment and Cash Balance Report is a monthly report of the City’s pooled cash balance, which includes General Fund, Special Revenue, Debt Service, Capital Projects, Enterprise, Internal service, Trust & Agency, Redevelopment/Successor Agency, and any other Funds investment activities under the direction of the City (Attachment 1).

On June 24, 2025, the City officially awarded a contract to Meeder Public Funds, Inc. to provide investment management and advisory services. Meeder’s approach emphasizes diversification, asset allocation, and advanced risk mitigation techniques.

Meeder’s strategy focuses on the City’s cash flow needs to prioritize safety and liquidity.

These strategies are designed to safeguard the City’s principal investments, especially during periods of market volatility. Meeder’s approach ensures that our portfolio remains resilient and well-positioned to meet cash flow demands.

The Federal Reserve (i.e. Fed) seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. Uncertainty about the economic outlook remains elevated. The implications of developments in the Middle East for the U.S. economy are uncertain. The Committee is attentive to the risks to both sides of its dual mandate. In support of its goals, on Wednesday April 29, 2026, the Committee decided to maintain the target range for the federal funds rate at 3.50 to 3.75 percent. In considering the extent and timing of additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks. The next Federal Open Market Committee (FOMC) meeting is scheduled for Tuesday, June 16, 2026, and Wednesday, June 17, 2026.

Overtime Reports
The overtime reports for the month of May 2026 provides a comparative summary of budgeted overtime to actual overtime usage by department for miscellaneous and sworn staff. Year-over-year and month-over-month totals are included for sworn staff (Attachment 2 and 3).
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July 28, 2026
Documentary Transfer Tax
On June 24, 2024, City Council requested monthly updates of the Transfer Tax received by the City of Richmond from Contra Costa County for the sale of properties in Richmond. As this is the most volatile revenue stream for the City, the amounts received month-to-month can vary from as low as $250,000 to upwards of $7 million – a few large sales can widely swing the revenues.

In June 2026, the City received the documentary transfer tax data report from the County which identified that the tax revenue for May 2026 would total $627,697.50 (Attachment 4).

Other Post-Employment Benefits (OPEB) & Pension Report
On April 22, 2025, the City Manager requested monthly updates to the City Council on the returns of the OPEB and Pension accounts. The City manages two OPEB plans; the Richmond Police Officers’ Association (RPOA) Plan administered by CalPERS in a California Employers’ Retiree Benefit Trust (CERBT), and the City Plan administered by Public Agency Retirement Services (PARS). In May 2024, PARS was also tasked with administering the Pension account. The City receives monthly account statements for the PARS accounts, while the CalPERS account statement is received quarterly. As the statements are received after period close, the amounts are reported on a delayed timeframe.

In April 2026, the PARS OPEB account reported a gain of $3,524,595.15 for a rate of -

5.75 percent. The 3-month return rate is 2.88 percent, and the annualized return rate for FY 2025-26 is 12.10 percent based on 10 months of activity. The PARS Pension account reported a gain of $464,986.86, for a rate of 7.13 percent. The 3-month return rate is 3.94 percent, and the annualized return rate for FY 2025-26 is 14.67 percent based on 10 months of activity.

In March 2026, the CalPERS CERBT account reported quarterly earnings of $53,381.31, for a 3-month return rate of 0.37 percent, and the annualized return rate for FY 2025-26 is 6.71 percent based on 3 quarters of activity. (Attachment 5).

DOCUMENTS ATTACHED:

Attachment 1 – Investment and Cash Balance Report for May 2026 Attachment 2 – Overtime Report for May 2026
Attachment 3 – Overtime Public Safety Report for May 2026 Attachment 4 – Documentary Transfer Tax Report for May 2026 Attachment 5 – Other Post-Employment Benefits (OPEB) and Pension Report for May 2026
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Overtime Report for May 2026 (Attachment 2)
PERIOD 11, MAY 2026
92% Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT GENERAL FUND (summary)400031 OVERTIME/General 2,346,051 142,682 2,488,733 2,418,740 69,993 97%400032 OVERTIME/Sworn 11,465,610 - 11,465,610 11,057,638 407,972 96%TOTAL GENERAL FUND 13,811,661 142,682 13,954,343 13,476,378 477,965 97% Overtime By Department
CITY MANAGERAdministration - - - 357 (357) 100%CITY CLERK Administration 25,000 - 25,000 23,710 1,290 95%CITY ATTORNEY - Administration - 500 500 416 84 83%COMMUNITY DEVELOPMENTGeneral Plan Code Enforcement 40,000 - 40,000 9,957 30,043 25%FINANCEAdministration - - - 1 (1) 100%General Accounting - - - 979 (979) 100%Payroll 28,000 - 28,000 26,663 1,337 95%Treasury/Cash Management - - - 3,177 (3,177) 100%Accounts Payable - - - 169 (169) 100%Revenue Collection 5,000 - 5,000 3,347 1,653 67%TOTAL FINANCE 33,000 - 33,000 34,335 (1,335) 104%HUMAN RESOURCESAdministration - 1,000 1,000 1,008 (8) 101%POLICE Administration 583,083 - 583,083 659,616 (76,533) 113%CAD Dispatch System 1,024,059 - 1,024,059 998,232 25,827 97%RM System 4,000 - 4,000 17,145 (13,145) 429%Parking Enforcement 15,000 - 15,000 33,763 (18,763) 225%Sworn Administration 6,983,641 - 6,983,641 7,217,238 (233,597) 103%TOTAL POLICE 8,609,783 - 8,609,783 8,925,994 (316,211) 104%FIRE Administration 5,000 - 5,000 4,855 145 97%Suppression - - - 20,118 (20,118) 100%Sworn Administration - - - - - 100%

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Overtime Report for May 2026 (Attachment 2)
92% Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT Sworn Suppression 4,452,872 - 4,452,872 3,816,105 636,767 86%Sworn Prevention 29,097 - 29,097 21,667 7,430 74%Prevention - - - 1,517 (1,517) 100%Sworn Prv-Chvrn Insp - - - 2,604 (2,604) 100%TOTAL FIRE 4,486,969 - 4,486,969 3,866,889 620,080 86%OFFICE OF NEIGHBORHOOD SAFETYAdministration 40,000 (462) 39,538 2,253 37,285 6%Re-Imagining - 462 462 462 - 100% TOTAL ONS 40,000 - 40,000 2,715 37,285 7%PUBLIC WORKS & ENGINEERING SVCSAdministration - 16,000 16,000 14,626 1,374 91%Engineering Services 2,800 - 2,800 803 1,997 29%Stationary Engineers 15,000 - 15,000 13,925 1,075 93%Building Services 5,000 10,000 15,000 10,735 4,265 72%Utility Sections 100,000 (31,350) 68,650 64,359 4,291 94%Electric 25,000 10,000 35,000 49,797 (14,797) 142%Parks & Landscape Admin 200,000 51,625 251,625 220,260 31,365 88%Street Sweeping 1,100 - 1,100 - 1,100 0%Pavement Maintenance 56,447 30,000 86,447 69,533 16,914 80%Traffic Signs & Lines 15,000 20,000 35,000 27,263 7,737 78%Equipment Services 20,000 - 20,000 8,608 11,392 43%Abatement Services 50,000 45,000 95,000 75,551 19,449 80%TOTAL PUBLIC WORKS 490,347 151,275 641,622 555,460 86,162 87%LIBRARYLibrary Administration 25,000 (14,093) 10,907 4,048 6,859 37%LEAP Division - - - 284 (284) 100%TOTAL LIBRARY 25,000 (14,093) 10,907 4,333 6,574 40%COMMUNITY SERVICES Recreation Services/Cities of Service - - - 1,592 (1,592) 100%Recreation Administration 400 - 400 12,191 (11,791) 3048%Booker T Center 100 - 100 440 (340) 440%Nevin Center 200 - 200 5 195 2%Shields Reid 200 - 200 455 (255) 228%Recreation Complex 2,000 - 2,000 949 1,051 47%Parchester Center 700 - 700 145 555 21%May Valley Center 700 - 700 850 (150) 121%Recreation DPRC 750 - 750 2,264 (1,514) 302%Senior Center 200 - 200 1 199 0%

1642
Overtime Report for May 2026 (Attachment 2)
92% Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT Senior Center Annex 300 - 300 351 (51) 117%Aquatics 5,000 - 5,000 5,345 (345) 107%Convention Center 4,512 - 4,512 18,284 (13,771) 405%Plunge 3,500 - 3,500 2,333 1,167 67%TOTAL COMMUNITY SERVICES 18,562 - 18,562 45,203 (26,640) 244%ECONOMIC DEVELOPMENT PROGRAMAdministration 1,000 - 1,000 3 997 0%Public Art 2,000 4,000 6,000 4,765 1,235 79%TOTAL ECONOMIC DEVELOPMENT 3,000 4,000 7,000 4,768 2,232 68% COMMUNITY CRISIS RESPONSE PROGRAM Administration 40,000 - 40,000 1,233 38,767 3% TOTAL GENERAL FUND 13,811,661 142,682 13,954,343 13,476,378 477,965 97% NON-GENERAL FUND Overtime By Fund
1012 HILLTOP LANDSCAPE MAINT DIST 20,000 - 20,000 20,666 (666) 103% 1015 MARINA BAY LNDSCP & LIGHT DIST 26,312 - 26,312 24,377 1,935 93% 1018 RENT PROGRAM 3,750 - 3,750 523 3,227 14% 1050 CR-PLANNING & BUILDING 9,500 - 9,500 275 9,225 3% 1050 CR-PLANNING & BUILDING 15,000 - 15,000 26 14,974 0% 1055 ENCROACHMENT SVCS 50,000 (5,500) 44,500 4,834 39,666 11% -
1205 EMPLOYMENT & TRAINING - 836 836 836 - 100% 1303 KIDS FIRST INITIATIVE 5,000 - 5,000 213 4,787 4% 4001 PORT OF RICHMOND 1,000 - 1,000 - 1,000 0% 4003 WASTEWATER ADMINISTRATION 30,000 - 30,000 12,140 17,860 40% 4003 WASTEWATER PRE-TREATMENT 25,000 50,000 75,000 39,123 35,877 52%4006 STORMWATER 2,500 4,000 6,500 4,347 2,153 67%4404 RHA-NEVIN PLAZA - 200 200 191 9 95%4405 RHA-NYSTROM VILLAGE 12,000 - 12,000 1,763 10,237 15%5001 INSURANCE RESERVES - 240 240 494 (254) 206%TOTAL NON-GENERAL FUNDS 200,062 49,776 249,838 109,809 140,029 44%

1643
Overtime Public Safety Report for May 2026 (Attachment 3) City of RichmondPublic Safety Sworn OvertimeFund: 0001 - General Fund Period 1 2 3 4 5 6 7 8 9 10 11 12 Average
Month July August September October November December January February March April May June YTD YTD Remaining Monthly Target % 8% 17% 25% 33% 42% 50% 58% 67% 75% 83% 92% 100% Total $ Total % Budget Expense

ORIGINAL
BUDGET

REVISED
BUDGET
FY2018-19 Overtime - Sworn 3,433,019 3,433,019 482,143 537,369 655,866 437,794 524,577 430,398 367,322 512,595 422,587 497,767 536,209 505,966 5,910,592 172.2% (2,477,573) 492,549.37FY2019-20 Overtime - Sworn 5,000,000 4,800,000 473,963 469,392 491,205 509,931 449,751 473,935 390,897 498,501 501,383 479,696 560,031 439,159 5,737,844 119.5% (937,844) 478,153.64FY2020-21 Overtime - Sworn 2,497,290 3,533,043 275,202 246,822 296,775 382,618 306,787 278,293 205,529 303,631 307,092 357,284 323,537 368,366 3,651,935 103.4% (118,892) 304,327.96FY2021-22 Overtime - Sworn 5,165,434 5,165,434 379,016 408,253 487,481 423,830 333,006 307,152 255,420 330,788 314,524 336,044 304,989 366,419 4,246,922 82.2% 918,512 353,910.14 POLICE FY2022-23 Overtime - Sworn 5,165,435 4,800,000 373,491 355,649 399,628 355,866 377,889 401,964 396,783 474,403 463,499 416,775 496,542 449,394 4,961,883 103.4% (161,883) 413,490.26 FY2023-24 Overtime - Sworn 4,800,000 6,708,965 487,105 925,716 477,693 462,417 470,347 531,204 424,452 626,680 478,293 593,735 568,535 588,097 6,634,274 98.9% 74,691 552,856.16FY2024-25 Overtime - Sworn 6,708,965 6,708,965 560,788 543,814 584,028 590,943 580,286 631,961 492,367 662,199 566,326 603,150 720,953 680,661 7,217,477 107.6% (508,512) 601,456.40FY2025-26 Overtime - Sworn 6,983,641 6,983,641 614,222 750,224 711,221 716,296 638,352 590,269 591,184 632,839 604,515 706,850 661,265 7,217,238 103.3% (233,597) 656,112.50FY2018-19 Overtime - Sworn 2,509,914 2,509,914 257,785 245,946 179,272 171,370 219,937 204,997 261,780 216,596 196,343 310,702 220,368 275,166 2,760,261 110.0% (250,347) 230,021.77FY2019-20 Overtime - Sworn 4,305,402 2,509,914 295,166 277,886 286,016 300,083 332,654 382,084 347,492 328,467 350,709 302,505 264,571 325,335 3,792,969 151.1% (1,283,055) 316,080.74FY2020-21 Overtime - Sworn 1,993,165 3,193,165 398,678 380,282 417,982 393,922 267,819 345,928 341,403 305,081 172,961 261,923 263,518 286,039 3,835,537 120.1% (642,372) 319,628.09FY2021-22 Overtime - Sworn 3,629,097 4,334,499 334,236 434,974 358,578 358,251 352,789 327,832 448,493 410,429 297,215 355,475 725,409 438,807 4,842,489 111.7% (507,990) 403,540.77 FIRE FY2022-23 Overtime - Sworn 4,334,499 4,334,499 444,959 444,457 414,638 401,115 402,116 379,882 443,531 475,560 339,814 398,079 369,477 435,057 4,948,685 114.2% (614,186) 412,390.41 FY2023-24 Overtime - Sworn 4,482,969 5,135,869 524,969 473,094 348,296 346,854 363,759 315,266 363,100 382,930 381,442 417,762 431,523 357,820 4,706,814 91.6% 429,055 392,234.47FY2024-25 Overtime - Sworn 4,481,969 4,481,969 367,801 375,737 425,984 419,101 462,309 358,764 366,579 356,872 395,710 496,072 499,221 510,985 5,035,136 112.3% (553,167) 419,594.68FY2025-26 Overtime - Sworn 4,481,969 4,481,969 597,372 381,730 262,916 283,051 322,373 344,304 297,158 278,735 275,627 461,208 335,927 3,840,400 85.7% 641,569 349,127.28 FY2025-26 TOTAL 11,465,610 11,465,610 1,211,594 1,131,954 974,136 999,347 960,725 934,573 888,342 911,574 880,142 1,168,058 997,192 - 11,057,638 96.4% 407,972 1,005,239.78

BUDGET ACTUALS TOTAL

1644
Documentary Transfer Tax
The City of Richmond receives Documentary Transfer Tax from the County for the sale of properties in Richmond. As one of the most volatile revenue streams for the City, the amounts received can vary month-to-month from the low $250 thousand to the highs of $7 million. A few large sales can widely swing the revenues.

In FY2023-24, the City budgeted $13.3 million for the Transfer Tax category and received $8.6 million, equating to a difference of $4.7 million.

In FY2024-25, the City budgeted $7.4 million. The difference between the budgeted amounts in these two years is that in the FY2024-25 budget, staff did not include property sales of over $10 million in the formula. These few unpredictable transactions skew the monthly sales figures.

For FY2025-26, the City budgeted $13.6 million following the Guiding Fiscal Policy formula.

As a reminder, Measure H, approved by Richmond voters in November 2018, went into effect at the end of December 2018. Measure H increased the real estate transfer tax from 0.7 percent to 1.25 percent for properties with a sale price of over $1 million but below $3 million, 2.5 percent for properties with a sale price between $3 - $10 million, and 3.0 percent for properties with a sale price over $10 million.

The table below shows each monthly payment going back to FY2018-19 and highlights the volatility of this revenue stream. Of note are the very high payments received in certain months which are shown as significant peaks.

Attachment 4 - Documentary Transfer Tax for May 2026 Page 1 of 6 1645
Fiscal Year July August September October November December January February March April May June Totals FY2018-19 498,037 508,343 348,117 440,189 462,542 437,400 225,541 487,419 809,257 733,536 1,524,100 1,542,404 8,016,886 FY2019-20 475,202 514,221 489,633 581,608 406,167 676,059 2,578,200 344,488 460,000 1,345,764 444,160 406,756 8,722,257 FY2020-21 1,464,754 529,696 5,088,852 508,011 2,522,185 883,461 569,095 357,803 621,601 4,312,603 2,130,037 878,737 19,866,835 FY2021-22 784,937 642,394 3,405,874 1,620,476 689,214 701,028 419,082 944,682 3,047,276 926,132 1,675,993 3,755,021 18,612,107 FY2022-23 1,086,045 520,354 517,718 580,839 1,250,243 785,993 682,509 244,636 2,034,519 970,348 1,253,543 490,102 10,416,847 FY2023-24 465,705 425,650 368,966 507,066 1,357,082 407,488 356,203 336,787 439,035 582,710 627,785 2,726,059 8,600,534 FY2024-25 3,353,340 420,135 424,251 4,394,236 1,791,677 448,977 273,946 412,343 486,190 339,108 611,460 538,589 13,494,250 FY2025-26 7,258,631 380,656 398,557 479,573 371,688 537,250 249,048 365,079 1,225,231 513,926 627,698 12,407,336 $0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
July August September October November December January February March April May June City of Richmond - Documentary Transfer Tax
FY2018-19 FY2019-20 FY2020-21 FY2021-22 FY2022-23 FY2023-24 FY2024-25 FY2025-26 Attachment 4 - Documentary Transfer Tax for May 2026 Page 1646
2 of 6
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Phone (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
06/05/2026 09:04
For Month: May 2026
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
For Richmond
2026-0044998 05/01/2026 08:04 05/01/2026 08:04:00 $5,425.00 $852.50 $6,277.50 Main Office 2026-0045016 05/01/2026 08:16 05/01/2026 08:16:00 $3,150.00 $495.00 $3,645.00 Main Office 2026-0045363 05/01/2026 10:55 05/01/2026 10:55:00 $6,335.00 $995.50 $7,330.50 Main Office 2026-0045365 05/01/2026 10:55 05/01/2026 10:55:00 $12,875.00 $1,133.00 $14,008.00 Main Office 2026-0045426 05/01/2026 11:52 05/01/2026 11:52:00 $3,150.00 $495.00 $3,645.00 Main Office 2026-0045503 05/01/2026 14:04 05/01/2026 14:04:00 $3,325.00 $522.50 $3,847.50 Main Office 2026-0045524 05/01/2026 14:32 05/01/2026 14:32:00 $4,900.00 $770.00 $5,670.00 Main Office 2026-0045560 05/01/2026 15:12 05/01/2026 15:12:00 $2,660.00 $418.00 $3,078.00 Main Office 2026-0045649 05/04/2026 07:54 05/04/2026 07:54:00 $2,940.00 $462.00 $3,402.00 Main Office 2026-0046192 05/04/2026 14:38 05/04/2026 14:38:00 $2,870.00 $451.00 $3,321.00 Main Office 2026-0046242 05/04/2026 15:55 05/04/2026 15:55:00 $4,935.00 $775.50 $5,710.50 Main Office 2026-0046582 05/05/2026 11:30 05/05/2026 11:30:00 $5,523.00 $867.90 $6,390.90 Main Office 2026-0046693 05/05/2026 14:25 05/05/2026 14:25:00 $3,745.00 $588.50 $4,333.50 Main Office 2026-0046753 05/06/2026 08:02 05/06/2026 08:02:00 $16,625.00 $1,463.00 $18,088.00 Main Office 2026-0047265 05/06/2026 13:11 05/06/2026 13:11:00 $5,250.00 $825.00 $6,075.00 Main Office 2026-0047268 05/06/2026 13:12 05/06/2026 13:12:00 $4,060.00 $638.00 $4,698.00 Main Office 2026-0047366 05/06/2026 15:33 05/06/2026 15:33:00 $1,750.00 $275.00 $2,025.00 Main Office 2026-0047374 05/06/2026 15:36 05/06/2026 15:36:00 $1,400.00 $220.00 $1,620.00 Main Office 2026-0047415 05/06/2026 16:08 05/06/2026 16:08:00 $2,884.00 $453.20 $3,337.20 Main Office 2026-0047642 05/07/2026 10:22 05/07/2026 10:22:42 $171,075.00 $7,527.30 $178,602.30 Main Office 2026-0047660 05/07/2026 10:31 05/07/2026 10:31:00 $5,390.00 $847.00 $6,237.00 Main Office 2026-0047921 05/07/2026 14:49 05/07/2026 14:49:00 $3,150.00 $495.00 $3,645.00 Main Office 2026-0048199 05/08/2026 10:10 05/08/2026 10:10:00 $3,325.00 $522.50 $3,847.50 Main Office 2026-0048285 05/08/2026 11:40 05/08/2026 11:40:00 $13,125.00 $1,155.00 $14,280.00 Main Office Attachment 4 - Documentary Transfer Tax for May 2026 Page 1647
3 of 6
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Phone (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
06/05/2026 09:04
For Month: May 2026
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2026-0048293 05/08/2026 11:51 05/08/2026 11:51:00 $5,040.00 $792.00 $5,832.00 Main Office 2026-0048322 05/08/2026 12:23 05/08/2026 12:23:00 $15,000.00 $1,320.00 $16,320.00 Main Office 2026-0048755 05/11/2026 12:19 05/11/2026 12:19:00 $3,500.00 $550.00 $4,050.00 Main Office 2026-0049051 05/12/2026 08:46 05/12/2026 08:46:00 $5,964.00 $937.20 $6,901.20 Main Office 2026-0049293 05/12/2026 11:23 05/12/2026 11:23:00 $6,762.00 $1,062.60 $7,824.60 Main Office 2026-0050599 05/14/2026 14:33 05/14/2026 14:33:00 $5,215.00 $819.50 $6,034.50 Main Office 2026-0050720 05/14/2026 15:23 05/14/2026 15:23:00 $5,950.00 $935.00 $6,885.00 Main Office 2026-0050765 05/14/2026 16:16 05/14/2026 16:16:00 $3,675.00 $577.50 $4,252.50 Main Office 2026-0051078 05/15/2026 11:40 05/15/2026 11:40:00 $3,535.00 $555.50 $4,090.50 Main Office 2026-0051373 05/18/2026 08:46 05/18/2026 08:46:00 $2,429.00 $381.15 $2,810.15 Main Office 2026-0051673 05/18/2026 15:51 05/18/2026 15:51:00 $4,179.00 $656.70 $4,835.70 Main Office 2026-0051688 05/18/2026 16:07 05/18/2026 16:07:00 $5,383.00 $845.35 $6,228.35 Main Office 2026-0051712 05/18/2026 16:23 05/18/2026 16:23:00 $1,995.00 $313.50 $2,308.50 Main Office 2026-0051787 05/19/2026 08:30 05/19/2026 08:30:00 $5,600.00 $880.00 $6,480.00 Main Office 2026-0052012 05/19/2026 11:10 05/19/2026 11:10:00 $23,687.50 $2,084.50 $25,772.00 Main Office 2026-0052155 05/19/2026 12:57 05/19/2026 12:57:00 $3,500.00 $550.00 $4,050.00 Main Office 2026-0052168 05/19/2026 13:23 05/19/2026 13:23:00 $4,060.00 $638.00 $4,698.00 Main Office 2026-0052246 05/19/2026 14:29 05/19/2026 14:29:00 $20,000.00 $1,760.00 $21,760.00 Main Office 2026-0052277 05/19/2026 15:20 05/19/2026 15:20:00 $5,425.00 $852.50 $6,277.50 Main Office 2026-0052288 05/19/2026 15:42 05/19/2026 15:42:00 $3,451.00 $541.75 $3,992.75 Main Office 2026-0052312 05/19/2026 16:14 05/19/2026 16:14:00 $2,730.00 $429.00 $3,159.00 Main Office 2026-0052855 05/20/2026 11:16 05/20/2026 11:16:00 $5,950.00 $935.00 $6,885.00 Main Office 2026-0052891 05/20/2026 11:43 05/20/2026 11:43:00 $5,810.00 $913.00 $6,723.00 Main Office 2026-0052944 05/20/2026 12:46 05/20/2026 12:46:00 $3,710.00 $583.00 $4,293.00 Main Office 2026-0052969 05/20/2026 13:10 05/20/2026 13:10:00 $3,430.00 $539.00 $3,969.00 Main Office 2026-0053022 05/20/2026 14:21 05/20/2026 14:21:00 $3,899.00 $612.70 $4,511.70 Main Office Attachment 4 - Documentary Transfer Tax for May 2026 Page 1648
4 of 6
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Phone (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
06/05/2026 09:04
For Month: May 2026
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2026-0053032 05/20/2026 14:32 05/20/2026 14:32:00 $5,250.00 $825.00 $6,075.00 Main Office 2026-0053282 05/21/2026 09:55 05/21/2026 09:55:00 $4,200.00 $660.00 $4,860.00 Main Office 2026-0053340 05/21/2026 11:11 05/21/2026 11:11:00 $3,500.00 $550.00 $4,050.00 Main Office 2026-0053359 05/21/2026 11:28 05/21/2026 11:28:00 $2,450.00 $385.00 $2,835.00 Main Office 2026-0053402 05/21/2026 12:50 05/21/2026 12:50:00 $3,850.00 $605.00 $4,455.00 Main Office 2026-0053404 05/21/2026 12:54 05/21/2026 12:54:00 $4,550.00 $715.00 $5,265.00 Main Office 2026-0053546 05/22/2026 08:29 05/22/2026 08:29:00 $5,327.00 $837.10 $6,164.10 Main Office 2026-0053625 05/22/2026 09:17 05/22/2026 09:17:00 $4,200.00 $660.00 $4,860.00 Main Office 2026-0053627 05/22/2026 09:17 05/22/2026 09:17:00 $4,725.00 $742.50 $5,467.50 Main Office 2026-0053708 05/22/2026 10:23 05/22/2026 10:23:00 $5,432.00 $853.05 $6,285.05 Main Office 2026-0053796 05/22/2026 11:46 05/22/2026 11:46:00 $6,209.00 $975.70 $7,184.70 Main Office 2026-0053838 05/22/2026 12:05 05/22/2026 12:05:00 $5,250.00 $825.00 $6,075.00 Main Office 2026-0053939 05/22/2026 15:25 05/22/2026 15:25:00 $2,905.00 $456.50 $3,361.50 Main Office 2026-0054409 05/26/2026 11:54 05/26/2026 11:54:00 $13,875.00 $1,221.00 $15,096.00 Main Office 2026-0054412 05/26/2026 11:57 05/26/2026 11:57:00 $1,792.00 $281.60 $2,073.60 Main Office 2026-0054432 05/26/2026 13:06 05/26/2026 13:06:00 $5,145.00 $808.50 $5,953.50 Main Office 2026-0054465 05/26/2026 13:30 05/26/2026 13:30:00 $2,380.00 $374.00 $2,754.00 Main Office 2026-0054537 05/26/2026 14:23 05/26/2026 14:23:00 $5,775.00 $907.50 $6,682.50 Main Office 2026-0054711 05/27/2026 08:57 05/27/2026 08:57:00 $5,600.00 $880.00 $6,480.00 Main Office 2026-0055030 05/27/2026 12:04 05/27/2026 12:04:00 $4,914.00 $772.20 $5,686.20 Main Office 2026-0055057 05/27/2026 12:27 05/27/2026 12:27:00 $6,510.00 $1,023.00 $7,533.00 Main Office 2026-0055073 05/27/2026 12:46 05/27/2026 12:46:00 $2,730.00 $429.00 $3,159.00 Main Office 2026-0055085 05/27/2026 13:06 05/27/2026 13:06:00 $4,550.00 $715.00 $5,265.00 Main Office 2026-0055192 05/27/2026 15:52 05/27/2026 15:52:00 $5,215.00 $819.50 $6,034.50 Main Office 2026-0055506 05/28/2026 11:18 05/28/2026 11:18:00 $2,765.00 $434.50 $3,199.50 Main Office 2026-0055588 05/28/2026 13:12 05/28/2026 13:12:00 $4,613.00 $724.35 $5,337.35 Main Office Attachment 4 - Documentary Transfer Tax for May 2026 Page 1649
5 of 6
KRISTIN B. CONNELLY, CLERK-RECORDER
County of Contra Costa
555 Escobar Street * Martinez, CA 94553
Phone (925) 335-7900 * Fax (925) 335-7926
Transfer Tax Monthly Detail by City
Report Date & Time
06/05/2026 09:04
For Month: May 2026
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2026-0055615 05/28/2026 13:49 05/28/2026 13:49:00 $5,145.00 $808.50 $5,953.50 Main Office 2026-0055617 05/28/2026 13:50 05/28/2026 13:50:00 $3,500.00 $550.00 $4,050.00 Main Office 2026-0055952 05/29/2026 08:26 05/29/2026 08:26:00 $20,450.00 $1,799.05 $22,249.05 Main Office 2026-0055973 05/29/2026 08:53 05/29/2026 08:53:00 $3,570.00 $561.00 $4,131.00 Main Office 2026-0056247 05/29/2026 11:05 05/29/2026 11:05:00 $6,300.00 $990.00 $7,290.00 Main Office 2026-0056416 05/29/2026 13:08 05/29/2026 13:08:00 $3,829.00 $601.70 $4,430.70 Main Office 2026-0056479 05/29/2026 13:53 05/29/2026 13:53:00 $868.00 $135.85 $1,003.85 Main Office 2026-0056523 05/29/2026 14:38 05/29/2026 14:38:00 $3,115.00 $489.50 $3,604.50 Main Office 2026-0056603 05/29/2026 15:43 05/29/2026 15:43:00 $3,220.00 $506.00 $3,726.00 Main Office 2026-0056616 05/29/2026 15:53 05/29/2026 15:53:00 $4,242.00 $666.60 $4,908.60 Main Office Total For Richmond $627,697.50 $69,900.05 $697,597.55
Attachment 4 - Documentary Transfer Tax for May 2026 Page 1650
6 of 6
OPEB and Pension Returns for April 2026 (Attachment 5)
Account Frequency Beg. Balance Contributions Interest Gain(Loss) Fees End Balance Rate PARS-OPEB Monthly 61,088,559.80 244,487.50 3,524,595.15 (16,095.23) 64,841,547.22 5.75% FY 2018 6.60%
FY 2019 6.77%
FY 2020 3.62%
FY 2021 26.76%
FY 2022 -13.72%
FY 2023 9.49%
FY 2024 13.37%
FY 2025 10.49%
FY 2026* 12.10%
*FY 2026 Annualized Return is based on 10 months of activity.

Annualized Returns
City of Richmond
City of Richmond Finance Department
PARS-OPEB Summary 450 Civic Center Plaza
Period Ending April 30, 2026 Richmond, CA 94804
(510) 620-6740

2.81%

3.17%

0.68%

1.90%

2.25%

1.36%

0.45% 0.29%

1.73% 1.74%
-4.38%

5.75%

0.21%

6.40%

6.79%

5.85%

4.90%

5.61%

4.11%

2.11%

2.48%

3.80%
-1.03%

2.88%
-6.00%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%
May-25
FY2025
Jun-25
FY2025
Jul-25
FY2026
Aug-25
FY2026
Sep-25
FY2026
Oct-25
FY2026
Nov-25
FY2026
Dec-25
FY2026
Jan-26
FY2026
Feb-26
FY2026
Mar-26
FY2026
Apr-26
FY2026
PARS-OPEB Return Rates
1-Month Return
3-Month Return

OPEB and Pension Returns for April 2026 (Attachment 5)
Account Frequency Beg. Balance Contributions Interest Gain(Loss) Fees End Balance Rate PARS-Pension Monthly 6,520,606.99 0.00 464,986.86 (1,718.61) 6,983,875.24 7.13% FY 2025 7.68%
FY 2026* 14.67%
*FY 2026 Annualized Return is based on 10 months of activity.

Annualized Returns
City of Richmond
City of Richmond Finance Department
PARS-Pension Summary 450 Civic Center Plaza
Period Ending April 30, 2026 Richmond, CA 94804
(510) 620-6740

1.13%

2.40%

0.17%

2.48% 2.65%

1.42%

0.51% 0.36%

2.34%

1.70%
-4.60%

7.13%

0.29%

3.88%

3.73%

5.12%

5.37%

6.69%

4.64%

2.30%

3.23%

4.45%
-0.71%

3.94%
-6.00%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%
May-25
FY2025
Jun-25
FY2025
Jul-25
FY2026
Aug-25
FY2026
Sep-25
FY2026
Oct-25
FY2026
Nov-25
FY2026
Dec-25
FY2026
Jan-26
FY2026
Feb-26
FY2026
Mar-26
FY2026
Apr-26
FY2026
PARS-Pension Return Rates
1-Month Return
3-Month Return

OPEB and Pension Returns for April 2026 (Attachment 5)
Account Frequency Beg. Balance Disbursements Contributions Interest Gain(Loss) Fees End Balance Rate CalPERS-CERBT Quarterly 14,540,005.38 0.00 182,679.29 53,381.31 (2,583.84) 14,773,482.14 0.37% FY 2020 5.97%
FY 2021 20.47%
FY 2022 -12.60%
FY 2023 3.81%
FY 2024 8.69%
FY 2025 10.74%
FY 2026* 6.71%
*FY 2026 Annualized Return is based on 3 quarters of activity.

Annualized Returns
City of Richmond
City of Richmond Finance Department
CalPERS-CERBT Summary 450 Civic Center Plaza
Quarter Ending March 31, 2026 Richmond, CA 94804
(510) 620-6740

1.58%
-4.39%

10.60%

2.31%

0.47%

7.83%
-3.94%

1.37%

5.48%

4.82%

1.43%

0.37%
-6.00%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%
Apr-Jun 2023
FY2023
Jul-Sep 2023
FY2024
Oct-Dec 2023
FY2024
Jan-Mar 2024
FY2024
Apr-Jun 2024
FY2024
Jul-Sep 2024
FY2025
Oct-Dec 2024
FY2025
Jan-Mar 2025
FY2025
Apr-Jun 2025
FY2025
Jul-Sep 2025
FY2026
Oct-Dec 2025
FY2026
Jan-Mar 2026
FY2026
CalPERS-CERBT Return Rates
3-Month Return

1653

July 28, 2026
Finance Department
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Subject: Contract with NBS Government Finance Group for an Independent Fiscal Analysis of the Public Safety Funding and Minimum Police Staffing Charter Amendment
FINANCIAL IMPACT: The proposed $24,500 expenditure will be absorbed within the approved Fiscal Year 2026-2027 Finance
Department budget (Account String: 01171115-400201).

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The Public Safety Funding Charter Amendment Initiative
would create a dedicated Public Safety Fund and require the City to maintain a minimum of 187 sworn police
officers. These mandates could significantly impact the City’s long‑ term financial sustainability, budget flexibility, and ability to meet other operational needs.

The City staff recommends securing an independent
fiscal analysis to evaluate the initiative’s multi‑ year financial impacts, cost drivers, risks, and economic
scenarios. NBS, a firm with extensive experience
providing fiscal impact analyses for California agencies, has submitted a proposal outlining a comprehensive
methodology to assess the initiative’s fiscal implications and provide objective findings.

RECOMMENDED ACTION: APPROVE a sole-source contract with NBS Government Finance Group to conduct an independent fiscal analysis of the Public Safety Funding Charter Amendment
Initiative, in an amount not to exceed $24,500, for the AGENDA
REPORT
1654

July 28, 2026
term of August 1, 2026, through July 31, 2027 – Finance Department – (Emily Combs/Mubeen Qader 510-412-
2077).

DISCUSSION:

The Public Safety Funding Charter Amendment Initiative proposes major structural changes to the City’s budgeting and public safety operations by establishing a dedicated Public Safety Fund and requiring a minimum of 187 sworn police officer positions beginning in the second fiscal year following voter approval. These mandates carry significant long-term fiscal implications for the City, including required allocations of unrestricted General Fund revenues, increased personnel-related costs, and potential effects on operational flexibility and service delivery across departments.

City staff determined an independent fiscal analysis is needed to fully understand the measure’s long-term financial impacts. An outside review offers unbiased modeling of projected costs, assesses personnel and pension expenses, evaluates economic risks, and provides multi-year financial projections and risk analyses tailored to the City.

The proposed contract with NBS Government Finance Group (NBS) is being recommended on a sole-source basis because NBS was the only firm to submit a proposal. Below is the list of consulting groups the City staff contacted for proposals:
 NBS Government Finance Group
 Matrix Consulting Group
 NHA Advisors LLC
 SCI Consulting Group
 Willdan Financial Services
NBS is experienced in fiscal impact analysis for California public agencies and offers a thorough work plan that includes financial modeling, risk assessment, sensitivity analysis, and clear summary reports. Its team’s municipal finance expertise covers public safety funding, staffing costs, district formations, and budget modeling. By working with NBS, the City will receive an unbiased, well-documented evaluation suitable for City Council and public review.

Given the magnitude of the policy changes and the potential impact on the City’s General Fund, workforce planning, and community service levels, obtaining an independent fiscal analysis is both prudent and necessary to support transparent public engagement and responsible financial stewardship. Awarding this contract will provide the City Council and the community with an objective foundation for evaluating the full implications of the proposed charter amendment and determining next steps. 1655

July 28, 2026
NEXT STEPS:

Upon City Council approval, City staff will execute the agreement with NBS Government Finance Group in the amount not to exceed $24,500 for the term covering August 1, 2026, through July 31, 2027.

DOCUMENTS ATTACHED:

Attachment 1 –Contract
Attachment 2 – Public Safety Funding Charter Amendment Initiative - Ballot Title and Summary
Attachment 3 – Sole Source Form
1656

CITY OF RICHMOND

STANDARD CONTRACT
Department: City Project Manager:

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

Vendor No: Contract No:

Description of Services:

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

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

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

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

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

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

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

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

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

Finance Mubeen Qader [email protected] (510) 412-2077 8479 Award a contract to NBS Government Finance Group (NBS) to conduct an independent fiscal analysis for Richmond Public Safety Funding and Minimum Police Staffing Charter Amendmen NBS GOVERNMENT FINANCE GROUP 32605 Temecula Parkway, Suite 100 Temecula, CA 92592 Sara Mares (800) 676-7516 [email protected] TBD August 1, 2026 July 31, 2027 24,500.00 1657

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

7. General Conditions. This Contract is subject to the General Conditions (Exhibit D), which are attached hereto and incorporated herein.

8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any), which are attached hereto and incorporated herein.

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

10. Sanctuary City Compliance Statement. This Contract is subject to the Sanctuary City Compliance Statement (Exhibit G), which is attached hereto and incorporated herein.

11. Signatures. These signatures attest the parties' agreement hereto:

CITY OF RICHMOND,
a municipal corporation [BUSINESS NAME]
(* The Corporation Chairperson of the Board, President, or Vice President should sign below)
By: _________________________ By: ___________________________ Title: ________________________ Title: __________________________ Date Signed: _________________ Date Signed: ___________________ I hereby certify that this Contract (* The Corporation Chief Financial Officer or Assistant has been approved by City Council Treasurer, or Secretary or Assistant Secretary should or the City Manager. sign below)
By: _________________________ By: ___________________________ City Clerk Title: __________________________
Date Signed: ____________________
Approved as to form:
(NOTE: Pursuant to California Corporations Code Section By: _________________________ 313, if Contractor is a corporation or nonprofit organization, City Attorney this Contract (1) must be signed by (a) the Chairperson of the Board, President, or Vice-President and (b) the
Chief Financial Officer or Assistant Treasurer, or
Secretary or Assistant Secretary)
LIST OF ATTACHMENTS:

Service Plan Exhibit A
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Sanctuary City Compliance Statement Exhibit G

NBS GOVERNMENT FINANCE GROUP
1658
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT A

SERVICE PLAN
Contractor shall, to the satisfaction of the Project Manager (set forth in Exhibit B), perform the following services and be compensated as outlined below [or attach service plan if necessary]:

NBS GOVERNMENT FINANCE GROUP
See attached proposal.
1659
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT B

PAYMENT PROVISIONS

1. COMPENSATION TO CONTRACTOR:
a. Provided Contractor is not in default under this Contract, Contractor shall be compensated in the manner set forth herein.
b. All payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photocopying, meals and travel, etc.). Invoices shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request. c. All City vendors receiving new contracts shall sign up to receive electronic payments through the City’s Automated Clearinghouse (ACH) payments service/provider.

2. SUBMISSION OF INVOICES:

Contractor shall submit timely invoices by email to
[email protected] and/or to the following address:

Attention: City of Richmond Finance/Account Payable
Project Manager: _______________________
P.O. Box 4046
Richmond, CA 94804

3. All invoices that are submitted by Contractor shall be subject to the approval of the City Project Manager, _______________________, before payments shall be authorized.
a. The City will pay invoice(s) within 45 days after completion of services to the City’s satisfaction. The City shall not pay late fees or interest.
b. All appropriate permits, certificates, and licenses, including a City business license shall be obtained and maintained for the duration of this Contract before any payment is authorized.

4. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract is executed by the City. The insurance coverage required by this Contract shall be maintained by Contractor for the duration of this Contract and must be in place before any payment is authorized.

Mubeen Qader Mubeen Qader NBS GOVERNMENT FINANCE GROUP
1660
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

1. All required written notices shall be delivered: (i) by hand; or (ii) sent by registered, express, or certified mail, with return receipt requested or with delivery confirmation requested from the U.S. postal service; or (iii) sent by overnight or same day courier service at the party’s respective address listed in this Section.

2. Each notice shall be deemed to have been received on the earlier to occur of:
actual delivery or the date on which delivery is refused; or three (3) days after notice is deposited in the U.S. mail or with a courier service in the manner described above (Sundays and City holidays excepted).

3. Either party may, at any time, change its notice address (other than to a post office box address) by giving the other party three (3) days prior written notice of the new address.

4. All notices, demands, requests, or approvals from Contractor to the City shall be addressed to the City at:

City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
Email: ________________________________________________

5. All notices, demands, requests, or approvals from the City to Contractor shall be addressed to Contractor at:

Attn:

Email: ________________________________________________ Mubeen Qader [email protected] NBS GOVERNMENT FINANCE GROUP NBS GOVERNMENT FINANCE GROUP 32605 Temecula Parkway, Suite 100 Temecula, CA 92592 [email protected] 1661
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT D

GENERAL CONDITIONS

1. INDEPENDENT PARTIES:

Contractor hereby declares that Contractor is engaged as an independent business and Contractor agrees to perform the services as an independent contractor.

The manner and means of conducting the services and tasks are under the control of Contractor except to the extent they are limited by statute, rule or regulation and the express terms of this Contract. No civil service status or other right of employment will be acquired by virtue of Contractor’s services. None of the benefits provided by the City to its employees, including but not limited to unemployment insurance, workers’ compensation plans, vacation and sick leave, are available from the City to Contractor, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any compensation due to Contractor. Payments of the above items, if required, are the responsibility of Contractor.

2. TIME IS OF THE ESSENCE:

Contractor and the City agree that time is of the essence regarding the performance of this Contract.

3. STANDARD OF CARE:

Contractor agrees to perform all services hereunder in a manner commensurate with the prevailing standards of like professionals or service Contractors, as applicable, in the San Francisco Bay Area and agrees that all services shall be performed by qualified and experienced personnel who are not employed by the City.

4. IMMIGRATION REFORM AND CONTROL ACT (IRCA):

Contractor assumes all responsibility for verifying the identity and employment authorization of all of its employees performing work hereunder, pursuant to all applicable IRCA or other federal, or state rules and regulations. Contractor shall indemnify, defend, and hold the City harmless from and against any loss, damage, liability, costs or expenses arising from any noncompliance of this provision by Contractor.

5. NON-DISCRIMINATION:

Consistent with the City’s policy and state and federal law that harassment and discrimination are unacceptable conduct, Contractor and its employees, contractors, and agents shall not harass or discriminate against any job applicant, City employee, or any other person on the basis of any kind of any statutorily (federal, state or local) protected class, including but not limited to: race, religious creed, color, national origin, ancestry,

NBS GOVERNMENT FINANCE GROUP
1662
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
disability (both mental and physical) including HIV and AIDS, medical condition (e.g. cancer), genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, pregnancy, political affiliation, military and veteran status or legitimate union activities. Contractor agrees that any violation of this provision shall constitute a material breach of this Contract.

6. CITY PROPERTY:
a. Each and every report, draft, work product, map, record, applicable plans, drawings, calculation, data, specification, video, graphic, or any other material or document produced, prepared or caused to be prepared by Contractor pursuant to or in connection with this Contract shall be the exclusive property of the City. b. Notwithstanding the foregoing, Contractor shall not be obligated to provide to City proprietary software or data which Contractor has developed or had developed for Contractor's own use; provided, however, that Contractor shall, pursuant to Section 11 below, indemnify, defend and hold the City harmless from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data. c. No report, information or other data given to or prepared or assembled by Contractor pursuant to this Contract shall be made available to any individual or organization by Contractor without prior approval of the City Manager or their designee. d. Contractor shall, at such time and in such form as City Manager or their designee may require, furnish reports concerning the status of services and tasks required under this Contract.

7. RECORDS:
a. Contractor shall maintain complete and accurate records with respect to the services, tasks, work, documents and data in sufficient detail to permit an evaluation of Contractor’s performance under the Contract, as well as maintain books and records related to sales, costs, expenses, receipts and other such information required by the City that relate to the performance of the services and tasks under this Contract (collectively the “Records”).
b. All Records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Contractor shall provide free access to the Records to the representatives of the City or its designees during regular business hours upon reasonable prior notice. The City has the right to examine and audit the Records, and to make copies or transcripts therefrom as necessary, and to allow inspection of all proceedings and activities related to this Contract. Such Records, together with supporting documents, shall be kept separate from other documents and records and shall be maintained by Contractor for a period of five (5) years after receipt of final payment.

NBS GOVERNMENT FINANCE GROUP
1663
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. If supplemental examination or audit of the Records is necessary due to concerns raised by the City’s preliminary examination or audit of records, and the City’s supplemental examination or audit of the records discloses a failure to adhere to appropriate internal financial controls, or other breach of this Contract or failure to act in good faith, then Contractor shall reimburse the City for all reasonable costs and expenses associated with the supplemental examination or audit.

8. PERMITS AND LICENSES:

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

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

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

10. CONFLICT OF INTEREST:

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

NBS GOVERNMENT FINANCE GROUP
1664
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.

11. HOLD HARMLESS:
a. To the fullest extent permitted by law, Contractor shall indemnify, defend (with counsel acceptable to the City) and hold harmless the City, its City Council, boards, commissions, officials, employees, agents and volunteers (“Indemnitees”) from and against any and all loss, damages, liability, obligations, claims, suits, judgments, costs and expenses whatsoever, including attorney’s fees and costs of litigation (“Claims”), arising from or in any manner connected to Contractor’s performance of its obligations under this Contract or failure to comply with any of its obligations under this Contract or out of the operations conducted by Contractor even if the City is found to have been negligent. If the Claims filed against Indemnitees allege negligence, recklessness or willful misconduct on the part of Contractor, Contractor shall have no right of reimbursement against Indemnitees for the costs of defense even if negligence, recklessness or willful misconduct is not found on the part of Contractor. Contractor shall not have any obligations to indemnify Indemnitees if the loss or damage is found to have resulted solely from the negligence or the willful misconduct of the City. The defense and indemnification obligations of this Contract are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Contract. b. This indemnification obligation shall survive this Contract and shall not be limited by any term of any insurance policy required under this Contract; provided however, that if this Contract is for design professional services, this indemnity provision is limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional (as defined in California Civil Code section 2782.8).

12. LIMITATIONS UPON SUBCONTRACTING AND ASSIGNMENT:
a. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.
b. Contractor shall not assign, sublease, hypothecate, or transfer this Contract, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of the City Manager. Contractor shall submit a written request for consent to transfer to the City Manager at least thirty (30) days in advance of the desired transfer.

The City Manager or their designee may consent or reject such request in their sole and absolute discretion. Any attempt to do so without said consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for

NBS GOVERNMENT FINANCE GROUP
1665
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent. c. The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or jointventure or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
d. Only those persons and/or businesses whose names and resumés are attached to this Contract shall be used in the performance of this Contract. However, if after the start of this Contract, Contractor wishes to use sub-contractors, at no additional costs to the City, then Contractor shall submit a written request for consent to add subcontractors including the names of the sub-contractors and the reasons for the request to the City Manager at least five (5) days in advance. The City Manager may consent or reject such requests in their sole and absolute discretion. e. Each sub-contractor shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance (as applicable) in reasonable conformity to the insurance carried by Contractor.
f. In addition, any tasks or services performed by sub-contractors shall be subject to each provision of this Contract. Contractor shall include the following language in their Contract with any sub-contractor: “Sub-Contractors hired by Contractor agree to be bound to Contractor and the City in the same manner and to the same extent as Contractor is bound to the City.”
g. The requirements in this Section 12 shall not apply to persons who are merely providing materials, supplies, data or information that Contractor then analyzes and incorporates into its work product.

13. SAFETY:
a. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor will be solely and completely responsible for conditions of all vehicles owned or operated by Contractor, including the safety of all persons and property during performance of the services and tasks under this Contract.

Contractor shall assume sole and complete responsibility for the safety of Contractor's employees and any of subcontractor's employees This requirement will apply continuously and not be limited to normal working hours. In addition, Contractor will comply with all safety provisions in conformance with U.S. Department of Labor Occupational Safety and Health Act, any equivalent state law, and all other applicable

NBS GOVERNMENT FINANCE GROUP
1666
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Contract. Where any of these are in conflict, the more stringent requirements will be followed. Contractor’s failure to thoroughly familiarize itself with the aforementioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein.
b. Contractor will immediately notify the City (in no event less than 24 hours) of any incident of death, serious personal injury or substantial property damage that occurs in connection with the performance of this Contract. Contractor will promptly submit to the City a written report of all incidents that occur in connection with this Contract. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Contractor’s employee(s) involved in the incident; (iii) name and address of Contractor’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
c. Contractor acknowledges that the City shall have the right to impose, at the City’s sole discretion, requirements that it deems are necessary to protect the health and safety of the City employees, residents, and visitors. Contractor agrees to comply with all such requirements, including, but not limited to, mandatory vaccinations, the use of personal protective equipment (e.g. masks), physical distancing, and health screenings.

Contractor also agrees to make available to the City, at the City’s request, records to demonstrate Contractor’s compliance with this Section.

14. INSURANCE:

Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.

15. COMPLIANCE WITH ALL APPLICABLE LAWS:
a. During the term of this Contract, Contractor shall keep fully informed of all existing and future state and federal laws and all municipal ordinances and regulations of the City of Richmond which affect the manner in which the services or tasks are to be performed by Contractor, as well as all such orders and decrees of bodies or tribunals having any jurisdiction or authority over the same. Contractor shall comply with all applicable laws, state and federal and all ordinances, rules and regulations enacted or issued by the City. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50,

2.52, 2.56, and 2.60, if applicable.
b. Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor is required to provide the City with documents and information verifying its compliance with the Living Wage Ordinance. Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance as prescribed in § 2.60.070 of the Municipal Code.

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c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor. d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.

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

16. INTEGRATED CONTRACT:

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

17. CONFLICTING PROVISIONS:

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

18. FORCE MAJEURE:

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

19. CONFLICT OF LAW:

This Contract shall be interpreted under, and enforced by the laws of the State of

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California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.

20. CLAIMS:

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

21. INTERPRETATION:

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

22. WARRANTY:

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

23. SEVERABILITY:

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

24. AUTHORITY:

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

NBS GOVERNMENT FINANCE GROUP
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and shall be personally liable to City if they are not duly authorized to enter into and execute this Contract on behalf of Contractor.

25. WAIVER:

The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach. Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor’s performance, or payment therefore, or any combination of these acts, shall not relieve the Contractor’s obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.

26. COUNTERPARTS:

This Contract may be executed in any number of counterparts (including by fax, PDF, DocuSign, or other electronic means), each of which shall be deemed an original, but all of which shall constitute one and the same instrument.

27. SANCTUARY CITY CONTRACTING ORDINANCE (SCCO):

The Richmond Sanctuary City Contracting Ordinance No. 12-18 prohibits the City from granting and or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor must submit the Sanctuary City Compliance Statement, attached hereto as Exhibit G.

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EXHIBIT E

SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable, otherwise please state “NONE”):

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EXHIBIT F

INSURANCE PROVISIONS
☐ CHECK HERE IF RISK MANAGEMENT HAS APPROVED WAIVING INSURANCE REQUIREMENTS FOR THIS CONTRACT.

1. CERTIFICATES: Before the commencement of the terms of this Contract, and during the entire term of this Contract and any extension or modification thereof, Contractor shall furnish the City’s Risk Manager with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with coverage requirements set forth by the City and incorporated herein.

Such certificates, which do not limit Contractor’s indemnification, shall also contain substantially the following statement:
“Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the City of Richmond.

Attention: Risk Manager.”
Contractor shall maintain in force at all times during the performance of this Contract all appropriate coverage of insurance required by this Contract with an insurance company licensed to offer insurance business in the State of California with a current A.M. Best’s rating of no less than A:VII or Standard & Poor’s Rating (if rated) of at least BBB unless otherwise acceptable to the City. Contractor shall deliver updated insurance certificates to the City at the address set forth in Exhibit C prior to the expiration of the existing insurance certificate for the duration of the term of Contract.

Endorsements naming the City, its City Council, boards, commissions, officials, employees, agents, and volunteers as additional insured shall be submitted with the insurance certificates.

2. COVERAGE REQUIREMENTS: The City’s insurance requirements depend upon the type of service being provided and/or the provider. The City’s insurance requirements will fall into one of the following categories (unless otherwise provided by the City):

Consultants and Contractors – Type 1
Professional Services – Type 2
Environmental Risk/Hazardous Waste Material – Type 3
Lease of City Property – Type 4
Vendors, Suppliers, Small Grant Recipients & Nonprofit Organizations – Type 5 Transportation Providers – Type 6
Professional Services Pyrotechnics – Type 7
Cyber and I.T. Risks – Type 8

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The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.

3. FAILURE TO SECURE: If Contractor at any time during the term hereof should fail to secure or maintain the foregoing insurance, the City shall be permitted to obtain such insurance in Contractor’s name or as an agent of Contractor and shall be compensated by Contractor for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.

4. SUFFICIENCY OF INSURANCE: The insurance limits required by the City are not represented as being sufficient to protect Contractor. Contractor is advised to consult Contractor’s insurance broker to determine adequate coverage for Contractor. The coverage and limits shall be (1) the minimum coverage and limits specified in this Contract; or (2) the broader coverage and maximum limits of the coverage carried by or available to Contractor; whichever is greater.

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)

NBS GOVERNMENT FINANCE GROUP
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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.
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___ 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. 1675
___ 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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EXHIBIT G

SANCTUARY CITY COMPLIANCE STATEMENT
The undersigned, (hereafter "Contractor"), has had an opportunity to review the requirements of City of Richmond Ordinance 12-18 (hereafter "Sanctuary City Contracting Ordinance" or “SCCO”).

Contractor understands and agrees that the City may choose with whom it will maintain business relations and may refrain from contracting with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor understands the meaning of the following terms used in the SCCO:
a. "Data Broker” means either of the following:
i. The collection of information, including personal information about consumers, from a wide variety of sources for the purposes of reselling such information to their customers, which include both private-sector business and government agencies;
ii. The aggregation of data that was collected for another purpose from that for which it is ultimately used.
b. “Extreme Vetting” means data mining, threat modeling, predictive risk analysis, or other similar services."
Contractor understands that it is not eligible to receive or retain a City contract if at the time the Contract is executed, or at any time during the term of the Contract, it provides Data Broker or Extreme Vetting services to ICE.

Contractor further understands and agrees that Contractor's failure to comply with the SCCO shall constitute a material default of the Contract and the City Manager may terminate the Contract and bar Contractor from bidding on future contracts with the City for five (5) years from the effective date of the contract termination.

By executing this statement, Contractor certifies that it complies with the requirements of the SCCO and that if at any time during the term of the Contract it ceases to comply, Contractor will promptly notify the City Manager in writing. Any person or entity who knowingly or willingly supplies false information in violation of the SCCO shall be guilty of a misdemeanor and subject to a $1,000 fine.

Based on the foregoing, the undersigned declares under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Printed Name: Title:

Signed: Date:

Business Entity:

NBS GOVERNMENT FINANCE GROUP
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celebrating thirty years of helping communities fund tomorrow 32605 Temecula Parkway, Suite 316
Temecula, CA 92592
Toll free: 800.676.7516
www.nbsgov.com
July 2, 2026
Mubeen Qader, CPFO
Deputy Director of Finance
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
RE: Proposal for Independent Fiscal Analysis of Public Safety Funding Charter Amendment Initiative Dear Mubeen:

Thank you for the opportunity to submit our proposal to provide an Independent Fiscal Analysis of the Public Safety Funding Charter Amendment Initiative. NBS appreciates the opportunity to reconnect with the City and build upon our prior work together.

The initiative presents important considerations related to long-term fiscal sustainability, required staffing levels, and the allocation of limited resources. These decisions require a clear, objective analysis that helps the City understand both near-term impacts and long-range implications under varying economic and operational conditions.

NBS serves as a steady and impartial partner in this process. Our role is to guide the City through the financial analysis with clarity and transparency, helping to evaluate projected funding requirements, assess cost drivers and risks, and present findings in a way that supports informed decision making. We focus on delivering work that is technically sound, well documented, and practical for use by staff and decision makers.

We will approach this engagement with a fresh perspective, supported by extensive experience providing fiscal analysis, financial modeling, and policy support to California agencies. Our goal is to provide the City with a clear understanding of the financial implications associated with the proposed Public Safety Fund and staffing requirements.

If it would be helpful to walk through the approach together, I’d be happy to connect. I can be reached at 800.676.7516 or [email protected]. We look forward to working with you to move this forward.

Sincerely,
Sara Mares
Chief Operating Officer
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District Formation Consulting Group

FIRM BACKGROUND
In
Business
NBS is a 100%
employee-owned
S-Corporation

NBS HEADQUARTERS
32605 Temecula Pkwy | Suite 316
Temecula, CA 92592

CONTACT
Sara Mares | 800.676.7516
[email protected]

LEGAL NAME
NBS Government
Finance Group
DBA
NBS

INDIVIDUAL AUTHORIZED TO NEGOTIATE

AGREEMENT
Sara Mares, Chief Operating Officer
The NBS District Formation Consulting Group ensures your fiscal analyses and related revenue tools are well-developed from their inception, to provide a robust and flexible tool.

We act as strong advocates for our public agency clients to ensure that any analysis or revenue tool is appropriate and well-crafted for the need. Throughout our engagement, we provide sage guidance and recommendations. We are often called upon to present complex issues to councils, boards and interested parties.

We have completed a wide range of fiscal and financial analyses from development project specific fiscal impact analysis to value capture strategies for transit-oriented development to special tax structuring in support of debt issuance. We leverage our in-depth understanding of the laws, codes and regulations affecting local governments to support our clients.

Whether the need is identifying fiscal impacts or evaluating and establishing a funding/financing tool, our expert consultants have deep experience and help navigate the challenges.

AT-A-GLANCE: HELPING COMMUNITIES FUND TOMORROW
30 YEARS
53 employees
Since 1996, NBS has partnered with public
agencies throughout California to deliver
financial, funding, and revenue solutions that
support essential community services and longterm fiscal sustainability.

What began with a focus on special assessments
and taxes has grown into a comprehensive
practice encompassing special financing
districts, utility rate studies, development
impact fees, cost allocation plans, cost recovery
strategies, and revenue program administration.

Our team combines technical expertise with a
practical understanding of public agency
operations to develop legally defensible,
transparent, and effective funding solutions.

Across all practice areas, we have served
more than 500 public agencies, including
cities, counties, school districts, utilities, and
special districts.
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NBS SUCCESSFUL BALLOT MEASURE SUMMARY TABLE

PROPOSED APPROACH AND METHODOLOGY
The following describes the proposed Work Plan for completion of this Scope of Services:

Public Safety Fund Fiscal Analysis

INTRODUCTION AND PROJECT SCHEDULE
NBS will coordinate with City staff and other interested parties to:
• Establish lines of communication for effective interaction of all involved parties • Clarify the specific project goals and criteria needed to meet the City’s preference • Identify any special circumstances regarding the project and proposed development, if any • Develop a working schedule to achieve agreed upon project milestones

FINANCIAL PLAN AND FISCAL ANALYSIS
NBS will prepare a financial plan that projects the multi-year impacts of the mandated Public Safety Fund allocations that include budgetary, operational and long-term structural impacts associated with the required staffing levels. Task deliverables will include:
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• Financial projection model that will serve as a financial “roadmap” for the City • Summary of current and projected budgetary requirements The following are subtasks to the Financial Plan:

Assessment of Risks – NBS will evaluate revenue-related risks and economic factors that may influence the City's ability to sustain required funding levels, including fluctuations in major unrestricted revenue sources, economic growth or recession scenarios, inflationary pressures, and changes in state or regional fiscal conditions.

Cost Drivers – NBS will identify key cost drivers associated with the proposed dedicated Public Safety Fund and minimum sworn staffing requirements, including personnel compensation, pension and retiree benefit obligations, overtime expenditures, recruitment and training costs, attrition rates, inflation, and other operating and capital costs.

Sensitivity Factors – NBS will develop and analyze multiple fiscal scenarios reflecting a range of economic and operational assumptions, including baseline, optimistic, and adverse-case conditions. NBS will also perform sensitivity analyses to estimate how changes in key assumptions affect projected expenditures, required allocations, budget flexibility, reserve levels, and overall fiscal sustainability.

Findings Memorandum – NBS will Summarize findings through scenario comparisons, risk matrices, and quantitative estimates of potential fiscal outcomes to support decision-makers' understanding of the range of possible financial impacts.

PROJECT TIMELINE
A project of this nature typically requires 90 – 120 days to complete, not including public meetings. This is a reasonable timeline allowing for quality data submittals to be accomplished by City staff amongst competing priorities. Upon project initiation, NBS will provide a detailed project schedule for mutual review and acceptance by the City’s project manager.

ITEMIZED COST PROPOSAL
Our proposed fees below are based upon our understanding of the project scope, and includes reasonable assumptions on iterations and number of meetings. We understand that there may be tasks with varying degrees of complexity. As with all of our engagements, our pricing is compliant with procurement standards, and we fully expect to collaborate with the City to refine the final scope and fee if selected for this effort.

Fees
Public Safety Fund Fiscal Analysis...................................................................................................... $24,500 Estimated Expenses.........................................................................................$1,500 per in person meeting 1681

EXPENSES
Customary out-of-pocket expenses are billed at the actual cost incurred. These expenses may include mailing fulfillment, postage, reproduction, telephone, travel, meals and various third-party charges for data, maps, and recording fees.

ADDITIONAL SERVICES
The following table shows our current hourly rates. Additional services authorized but not included in the scope of services will be billed at this rate or the then applicable hourly rate.

ADDITIONAL SERVICES
The table below shows our current hourly rates. Additional services authorized by the City but not included in the scope of services will be billed at this rate or the then applicable hourly rate.

Title Hourly Rate
Senior Review $275
Director $250
Associate Director / Engineer $225
Senior Consultant $200
Consultant $175
Senior Project Analyst $165
Project Analyst $150
Project Resource Analyst $130
Clerical / Support $110
TERMS
Services will be invoiced monthly. Fees for all other services will be invoiced monthly for work completed.

Expenses will be itemized and included in the next regular invoice. If the project is prematurely terminated by either party, NBS shall receive payment for work completed. Payment shall be made within 30 days of submittal of an invoice. If payment is not received within 90 days, simple interest will begin to accrue at the rate of 1.5% per month. Either party can cancel consulting contract with 30 days’ written notice. 1682

PROJECT TEAM
The following provides an overview of NBS professional staff that would be assigned to this project. Fulllength resumes for the key project team staff are available upon request.

NICK DAYHOFF, PROJECT MANAGER
Role and Responsibilities: As project manager, Nick Dayhoff will be the primary day-to-day contact for the City’s project. He will work closely with City staff and the team and be in regular communication with the City and all others involved in the process
Work Experience: Nick Dayhoff has been with NBS for more than 20 years. As a Senior Consultant, he is actively involved with new Special Financing District (SFD) formations including Assessment Districts and Community Facilities Districts, parcel tax modeling, bond issuance/refunding analyses, fiscal impact analyses, and feasibility studies. Nick is a registered Municipal Advisor Representative.

SARA MARES, SENIOR REVIEW
Roles and Responsibilities: Sara Mares will provide technical review, including the evaluation of alternatives and results, as needed throughout the project. She will assist the project team in developing the best solutions that will fit the City’s unique characteristics and issues.

Work Experience: Sara Mares is Chief Operating Officer with more than 25 years of experience with NBS.

She forms Special Financing Districts (SFDs), specializing in Community Facilities Districts and related bond issuance. She also has significant background in forming various types of Assessment Districts. Sara has experience working with all aspects of the formation, annexation and debt issuance process, including planning, project management, budget analysis, rate modeling, financial analyses, formulation of rate and methods of apportionment, and public presentations. She spent many years involved in ongoing special district administration, including working with distressed districts, and brings that experience and perspective to every formation project she works on. She is a registered Municipal Advisor Representative.

NBS PROJECT ANALYSTS AND CONSULTANTS
Roles and Responsibilities: In addition to the team noted above, NBS has additional qualified staff that can assist this project’s leadership during times of peak workloads. Under the direction of the project manager, NBS staff are available to participate in the role of Project Analyst or Project Consultant as needed.

Work Experience: These staff add municipal finance, accounting, and financial management experience collectively to the project team. All staff at NBS have extensive applied skills in analytical software, databases, and spreadsheets, as well as a minimum of a Bachelor’s level degree from an accredited university.

AMANDA WELKER, CLIENT SUCCESS AMBASSADOR
Role and Responsibilities: As Client Success Ambassador, Amanda Welker will ensure that the City’s fundamental objectives are being met at all times and that the project is proceeding on a timely basis. She is included on the team as an active representative of our company’s commitment to the highest level of service.
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Work Experience: Amanda Welker is experienced with the administration of Special Financing Districts (SFDs). She has administered dozens of SFDs across 10 counties throughout California, including managing the yearly administrative requirements. Additionally, she has experience with project management, internal public agency processes, analysis of data, and preparation of related annual and continuing disclosure reporting. Amanda has been with NBS for more than six years. She has a Master of Public Administration from California State University Northridge and Bachelor of Arts in English from California Baptist University.

Amanda is a registered Municipal Advisor Representative.

CLIENT REFERENCES
Below is a sampling of projects and references similar in scope and magnitude to the City’s needs.

CITY OF PATTERSON
2021 COMPREHENSIVE PUBLIC SAFETY FEASIBILITY STUDY AND SERVICE LEVEL ANALYSIS Contact Information In 2021, NBS was contracted by the City to prepare a fiscal impact analysis to determine the net fiscal impact that would be placed upon the City’s Police and Fire Protection Services based upon the future development or redevelopment throughout the City. Additionally, enhanced services were analyzed. The analysis is expected to lead to the formation of a new Community Facilities District (CFD), the revenue stream of which will mitigate the negative fiscal impact of future development and allow the City to provide public safety services at an optimal level to current and future City residents, employees, and visitors.

Saadiah Ryan
Finance Director
1 Plaza, 1st Floor
Patterson, CA 95363
P: 209.895.8046
E: [email protected]
NBS Project Team:

Sara Mares, Sandra Burkhart

CITY OF MANTECA

FISCAL IMPACT ANALYSIS, CFD FORMATION, AND ANNEXATION
Contact Information To fund services required of new development, NBS has historically formed a number of Landscape Maintenance Districts and Business Assessment Districts for the City of Manteca and, more recently, formed several Community Facilities Districts. NBS has routinely assisted the City with annexation of property to the existing CFDs.

NBS has recently completed a fiscal impact analysis to quantify the negative impact of new development to City services with a focus on public safety and street maintenance. These negative impacts will also be funded via a CFD along with landscape and lighting services. Additional fiscal impact analysis was completed to evaluate the City and County’s position as the share of property tax for the two agencies changed. This analysis led to an updated tax sharing agreement with the County effectively doubling the City’s property tax share for property that will be annexed to the City in the future.

Toni Lundgren
City Manager
252 Magnolia Avenue
Manteca, CA 95337
P: 209.456.8000
E: [email protected]
NBS Project Team:

Sara Mares, Nick Dayhoff
1684

CITY OF BELMONT

FISCAL IMPACT ANALYSIS OF FUTURE DEVELOPMENT
Contact Information In 2021, NBS was contracted by the City to prepare a fiscal impact analysis for future development within the City through the year 2050. NBS identified the fiscal impact projected development would have on the City’s General Fund and Fire Protection District Fund by analyzing agency financials, projecting future revenues and expenditures resulting from the addition of new residential and non-residential infrastructure, and projecting growth of the City’s residential and employee populations. The fiscal impact analysis also identified the cost of enhancing City services so that public services could be provided at the City’s target levels.

The analysis is expected to be used by the City to form an agencywide Community Facilities District (CFD) with future annexation zones. The special tax rates calculated within the fiscal impact analysis will ensure new development generates sufficient revenue for the City to provide public services at an optimal level to current and future residents, employees, and visitors, while being mindful of the total burden on property in terms of the overall effective tax rate.

Grace Castaneda
Finance Director
One Twin Pines Lane, Suite 320
Belmont, CA 94002
P: 650. 595.7436
E: [email protected]
NBS Project Team:

Sara Mares, Nick Dayhoff
Fiscal Impact Analysis
Grace Castaneda
Finance Director
“I wanted to say a sincere thank you for bringing us
up to this point with the CFD formation and
getting Council support.”
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APPENDIX: RESUMES
To follow are resumes for our key personnel.
1686

TEAM RESUME
NICK DAYHOFF | Senior Consultant

EDUCATION
• Bachelor of Arts, Finance,
California State University, San
Diego

HIGHLIGHTS
• Registered Municipal Advisor
Representative
• 20+ years with NBS
• Expert Special Tax Consultant
• Proposition 218 Compliance and
Notification
• Seasoned Professional in
Assessment District Formation
and Administrations
• Expert in Initial and Continuing
Disclosure

BIOGRAPHY
Nick Dayhoff is a Senior Consultant with NBS where he forms and administers Special Financing Districts (SFDs). He is actively involved with a broad range of new district formations, bond issuance/ refunding analyses, feasibility studies, and fiscal impact analyses.

RELEVANT PROJECT EXPERIENCE
• East Bay Regional Park District:

Formation of CFD, subject to voter
approval on November 6, 2018. CFD
funds maintenance of parks, trails, open
space, public safety services, recreation
and open space program services, flood
and storm protection services, etc.

Formation completed in 2018.
• City of Manteca: NBS assisted with the
formation of a Community Facilities
District, CFD No. 2023-1 (Villa Ticino
West Facilities), to fund the costs of
various public facilities, including
roadway and transportation
improvements, water system and
irrigation improvements, recycled water
system improvements, drainage system
improvements, wastewater system
improvements, environmental
mitigation, and park, trails, landscaping
and open space improvements. NBS also
provided bond issuance disclosure
services relating to the debt issued on
behalf of the CFD, including value-to-lien
information, estimates of special tax
revenue, and sample tax bills, etc.
• City of Sacramento: NBS assisted with
the formation of a Community Facilities
District, CFD No. 2019-1 (Delta Shores,
consisting of multiple Improvement
Areas), to fund the costs of various public
facilities, including roadway and
transportation improvements, water
system and irrigation improvements,
storm drainage system improvements,
wastewater system improvements, and a
fire station. NBS also provided bond
issuance disclosure services relating to
the debt issued on behalf of the CFD,
including value-to-lien information,
estimates of special tax revenue, and
sample tax bills, etc.
• City of Belmont: NBS identified the
fiscal impact of new residential and
commercial/industrial
development on City services. It is
anticipated that a CFD will be
formed—with NBS’ assistance—to
offset the negative fiscal impacts
from new development.
• City of Lathrop: NBS performed a
comprehensive review of the net
fiscal impact to the City’s General
Fund resulting from the City’s
annexation of territory located in
an unincorporated region of San
Joquin County. The review
determined that the net fiscal
impact of the annexation areas on
the City’s General Fund is negative,
and the City is using the analysis to
negotiate a new property tax
sharing agreement with the County
for such areas.
“Thank you all for
your help on this
project, you made it
easy for me and our
staff!”
Brad Wungluck, Deputy
Director of Development
Services, City of Manteca
1687

EDUCATION
• Bachelor of Arts, with honors,
Economics, Mills College
• Continuing education from
UC Davis, UCLA, CDIAC, etc.

HIGHLIGHTS
• Registered Municipal Advisor
Representative & Principal
• 25+ years of experience
• Expert Special Tax Consultant
• District Formations
• Reassessment Consulting
• Proposition 218

AFFILIATIONS
• California Society of Municipal
Finance Officers (CSMFO)
• California Special Districts
Association (CSDA)
• Committee on Special Assessments,
Taxes and Other Financing Facilities
(CASTOFF)
• Women in Public Finance (WPF)

SPEAKING / MEDIA
• In Our Rate Setting Era: Property
Related Fees in 2024 and Beyond,
2024 CSDA Annual Conference
• Maintenance Services Funding: A
Finance/Public Works Convo, 2023
CSMFO Annual Conference
• Revenue Recovery: From Riches to
Rags, and Back to Riches? 2022
CSMFO Annual Conference
• Show Me More Money: Optimizing
Revenues in a Post-COVID World.
2022 CSMFO Annual Conference
• Park & Rec Fiscal Toolbox. 2021
CARPD Annual Conference
• A Revenue Cornucopia: A MultiFaceted Approach to Funding. 2021 CSMFO Annual Conference

BIOGRAPHY
Sara Mares is the Chief Operating Officer of NBS. She forms Special Financing Districts (SFDs), including Community Facilities Districts, Property and Business Improvement Districts, 1913 Act Assessment Districts, Landscape and Lighting Districts, Benefit Assessment Districts and Fire Assessments. Sara has experience working with all aspects of the formation process, including planning and feasibility, project management, budget analysis, development of Rate and Method of Apportionment and Engineer’s Reports and
presentations. She also has significant experience with ongoing SFD administration including levy submittal, delinquency management and continuing disclosure.

RELEVANT PROJECT EXPERIENCE

TEAM RESUME
SARA MARES | Chief Operating Officer
• City of Patterson CFD Formation.

Formation of services CFDs with
Future Annexation Areas,
Subsequent Annexations. CFD
funds maintenance and operation
of streetlights, landscaping storm
drainage, public safety, etc..

Public Safety CFDs supported by
fiscal impact analysis which
considered both City and fire
district provided services costs
and revenue sources.
• City of Palmdale FIA and CFD
Formation. Comprehensive fiscal
impact analysis for the Ritter
Ranch subdivision led to the
formation of a services CFD. To
fund negative fiscal impacts of
the development. Work also
included the workout of an old
CFD with defaulted bonds in
partnership with the new
development team. Consideration
of the new development plans,
debt burden on the property and
services CFD levies were all given
to the new CFD rate and method
of apportionment.
• City of Manteca FIA and CFD
Formation. Completion of a wideranging fiscal impact analysis that considered both the current
levels of services (reduced due to
revenue constraints) and the
target level of services (full
optimal services) for Council to
evaluate the options presented.

Working closely with staff,
Council and the development
community, NBS then formed a
CFD with future annexation area
that serves as the City’s
comprehensive maintenance
funding vehicle for new
development.

Additionally, NBS prepared a
fiscal impact analysis that looked
at the share of property tax
allocated to the City and County
for various development projects
that were recently or pending
annexation to the City. This
analysis led to a newly negotiated
tax sharing agreement that
increased the City’s share of
property tax significantly for land
being annexed to the City.
“Thank you so much for all of your guidance, advice and support this year. We definitely wouldn't have been able to accomplish this amazing feat without your experience and knowledge!!” Nikki Winslow, Library District Director, Altadena Library District 1688
1 BALLOT TITLE
Richmond Public Safety Funding and Minimum Police Staffing Charter Amendment

SUMMARY
The proposed initiative measure would amend the Richmond City Charter by adding two new articles.

Article 1 — Public Safety Fund. The measure would establish a special “Public Safety Fund” within the City treasury. The Fund would be supported by mandatory allocations of “Locally Generated Unrestricted Revenues” from the General Fund, phased in as follows: at least 25% in the first fiscal year following adoption, 40% in the second fiscal year, and 50% in the third fiscal year and each fiscal year thereafter. Funds would be used exclusively for public safety purposes, including police services, emergency medical response, emergency preparedness, violence prevention programs, and community safety programs. The City Council would retain authority to determine the specific programs and expenditure amounts within those categories. Unspent funds would remain in the Fund and could accumulate from year to year.

Required allocations would be made only after payment of legally required expenditures, including debt service, pension obligations, collective bargaining obligations, and other legally mandated costs. The City Council could temporarily reduce or suspend the required allocation upon a two-thirds vote declaring a fiscal emergency. Any suspension would expire after one fiscal year unless renewed. The measure would require preparation and public release of an annual Public Safety Fund Report. The measure would also increase the City’s appropriations limit under Article XIII B of the California Constitution to the extent necessary to allow expenditures under this Article.

Article 2 — Minimum Police Staffing. Beginning July 1 of the second fiscal year following voter approval, the City would be required to budget for and use best efforts to maintain no fewer than 187 full-time equivalent sworn police officer positions in the Richmond Police Department.

The measure states that this requirement establishes a general legislative policy and does not direct day-to-day operations or deployment decisions, limit the Police Chief’s operational discretion, or require layoffs of non-police employees. Failure to maintain 187 filled positions due to retirements, resignations, hiring shortages, or other circumstances outside the City’s reasonable control would not constitute a violation if the City is making good-faith best efforts to comply. The City Council could temporarily suspend compliance upon a four-fifths vote finding a severe fiscal emergency or other extraordinary circumstance. The City Manager would be required to prepare an annual public report regarding staffing levels, vacancies, recruitment efforts, and fiscal impacts.

Other Provisions. If this measure conflicts with another measure on the same ballot concerning police staffing or public safety funding, the measure receiving the greater number of affirmative votes would control to the extent of the conflict. If the measure is approved and later challenged 1689
2 in court, the measure states the City would be required to defend it and, that, if the City does not, the measure’s proponent(s) would be authorized to defend it, and the City would be required to reimburse their reasonable attorneys’ fees and costs to the extent permitted by law. 1690
1691
1692
1693
1694

July 28, 2026
Finance Department
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Nickie Mastay, Deputy City Manager, Internal Services Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Antonio Banuelos, Accounting Manager
Ofelia Alvarez, Senior Buyer
Subject: Contracts with CoroData Records Management and Iron Mountain, Inc. to Provide Off-site Records Storage and
Retrieval Services
FINANCIAL IMPACT: The proposed $210,000 expenditure for off-site records storage and retrieval services is included within the
approved Fiscal Year 2026-2027 General Fund Capital
budget. Actual annual expenditures for these services
total approximately $140,000 City-wide, and the budget
will support the updated agreements within the
established funding levels (Account String:
20136031-400708-23006).

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The City currently utilizes CoroData Records
Management and Iron Mountain, Inc. to provide off-site
records storage and retrieval services for multiple City departments. These services are necessary to support
the City's Records Retention Program and maintain
access to official City records. City staff are negotiating updated contract terms and pricing with both vendors.

City Council approval is needed to authorize the City
Manager to negotiate and execute agreements once
negotiations are complete
AGENDA
REPORT
1695

July 28, 2026
RECOMMENDED ACTION: ADOPT a resolution to APPROVE sole-source agreements with CoroData Records Management and
Iron Mountain, Inc. for off-site records storage and
retrieval services, each in an amount not to exceed
$210,000 for an initial three-year term from July 1, 2026, through June 30, 2029, with two additional one-year
extension options for a total potential amount not to
exceed $350,000 per vendor, subject to approval as to
form by the City Attorney, and AUTHORIZE the City
Manager, or their designee, to negotiate and execute the agreements and any necessary amendments within the
approved not-to-exceed amounts – Finance Department
(Nickie Mastay/Emily Combs/Mubeen Qader/Antonio
Banuelos/Ofelia Alvarez 510-620-6699).

DISCUSSION:

The City stores a substantial volume of archival records at facilities operated by CoroData Records Management and Iron Mountain, Inc. These records include administrative, financial, legal, personnel, public safety, and other official City records that must be retained in accordance with the City's Records Retention Schedule.

Due to limited storage capacity at City facilities, the use of off-site records storage services remains necessary to support City operations and compliance with applicable records retention requirements. Continuity of records management services is critical to ensure records remain secure, accessible, and available for retrieval when needed for operational, legal, audit, and public records request purposes.

City staff evaluated alternatives to continuing services with the current providers.

Relocating records to a different storage vendor would require the transportation, inventory reconciliation, indexing, and re-cataloging of records currently stored off-site.

These activities would result in significant one-time costs and operational disruptions that would outweigh any potential benefit of changing providers. In addition, transferring records could increase the risk of misplaced or inaccessible records during the transition process.

The City’s records are already stored within CoroData and Iron Mountain facilities, and relocating them would require significant transportation, inventory reconciliation, re-indexing, and re-cataloging efforts. These activities would introduce substantial one-time costs and cause operational disruptions that outweigh any potential benefit of moving to a different vendor. In addition, transferring records increases the risk of misplaced or inaccessible materials during the transition process. For these reasons, continuing services with the current providers is considered the most efficient and cost-effective approach and supports the City’s operational and record-management needs.
1696

July 28, 2026
City staff are currently negotiating final contract terms, service levels, and pricing with both vendors. Since negotiations are ongoing, finalized agreements are not yet available for City Council consideration. Therefore, City staff recommend that the City Council authorize the City Manager or designee to negotiate and execute agreements with CoroData Records Management and Iron Mountain, Inc. for off-site records storage and retrieval services, subject to City Attorney approval as to form and within the approved not-to-exceed amounts.

City staff recommend City Council adopt the resolution authorizing the City Manager or designee to negotiate and execute agreements with CoroData Records Management and Iron Mountain, Inc. for off-site records storage and retrieval services on a solesource basis in an amount not to exceed $210,000 per vendor for an initial term of July 1, 2026, through June 30, 2029, with the option to extend each agreement for an additional two years for a total not-to-exceed amount of $350,000 per vendor, and to execute any necessary amendments within the approved not-to-exceed amounts, subject to approval as to form by the City Attorney.

DOCUMENTS ATTACHED:

Attachment 1 – Resolution
1697
RESOLUTION NO. ________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND AUTHORIZING

THE CITY MANAGER OR DESIGNEE TO NEGOTIATE AND EXECUTE AGREEMENTS WITH CORODATA RECORDS MANAGEMENT AND IRON MOUNTAIN, INC. FOR OFFSITE RECORDS STORAGE AND RETRIEVAL SERVICES WHEREAS, the City has ongoing needs to procure off-site records storage and retrieval services for various departments; and
WHEREAS, the City of Richmond maintains a Records Retention Program to ensure compliance with legal, operational, and public records requirements; and WHEREAS, the City utilizes CoroData Records Management and Iron Mountain, Inc. to provide off-site records storage and retrieval services for multiple City departments; and WHEREAS, due to limited storage capacity at City facilities, off-site records storage services remain necessary to support City operations and compliance with applicable records retention requirements; and
WHEREAS, the City's records are currently stored at facilities operated by CoroData Records Management and Iron Mountain, Inc.; and
WHEREAS, relocating records to another provider would require transportation, inventory reconciliation, indexing, and re-cataloging of records currently stored off-site, resulting in significant costs and operational disruption; and
WHEREAS, staff has determined that continuing services with the current providers is in the best interest of the City and recommends a sole-source procurement for these services; and WHEREAS, staff is negotiating final contract terms, service levels, and pricing with both vendors and seeks authorization to execute agreements once negotiations are complete.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Richmond hereby authorizes the City Manager or designee to negotiate and execute agreements with CoroData Records Management and Iron Mountain, Inc. for off-site records storage and retrieval services on a sole-source basis in an amount not to exceed Two Hundred Ten Thousand Dollars ($210,000) per vendor for an initial three-year term of July 1, 2026 through June 30, 2029.

WHEREAS, the City Council finds that a sole-source procurement for off-site records storage and retrieval services is in the best interest of the City because the costs, operational disruption, and risks associated with transferring records to another provider outweigh the potential benefits of conducting a competitive solicitation.
1698
BE IT FURTHER RESOLVED that the City Council authorizes the City Manager or designee to exercise the option to extend each agreement for up to two additional years, subject to the availability of appropriated funds, for a total not-to-exceed amount of Three Hundred Fifty Thousand Dollars ($350,000) per vendor over the full potential term of the agreements.

BE IT FURTHER RESOLVED that the City Manager or designee is authorized to execute any amendments, extensions, and related documents necessary to carry out the intent of this Resolution, provided that such actions do not exceed the approved not-to-exceed amounts and are approved as to form by the City Attorney.
*****************************
(This section to be completed by Clerk’s Office)
I certify that the foregoing resolution was passed and adopted by the City Council of the City of Richmond at a _________ meeting held on _____________ by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:
________________________________________
Clerk of the City of Richmond
(SEAL)
Approved:
_______________________________
Mayor
Approved as to form:
____________________________
City Attorney
1699

July 28, 2026
Finance Department
DATE: July 28, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Nickie Mastay, Deputy City Manager, Internal Services Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Antonio Banuelos, Accounting Manager
Ofelia Alvarez, Senior Buyer
Subject: Agreements with AAA Workspace, Blaisdell’s Business Products, and Staples Contract & Commercial LLC for
Office Supplies and Paper Products
FINANCIAL IMPACT: Actual annual expenditures for office supplies and paper products are anticipated to be approximately $200,000
City-wide and are included within the approved Fiscal
Year 2026-2027 operating budget. Similar funding levels are expected in future fiscal years, subject to City Council approval. The proposed $100,000 per-vendor spending
authority establishes a maximum limit for each vendor to provide purchasing flexibility, ensure departments obtain the best pricing and product availability, and support
continuity of operation.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The City has ongoing needs to purchase office supplies
for various departments. City staff request approval to use Cooperative Purchase Agreements and maximize
cost savings and staff resources by sharing contracting and purchasing efforts with other governmental agencies.

AGENDA
REPORT
1700

July 28, 2026
RECOMMENDED ACTION: ADOPT a resolution to APPROVE cooperative purchase agreements with AAA Workspace and Blaisdell’s
Business Products through OMNIA Partners and with
Staples Contract & Commercial LLC through Sourcewell
for the purchase of City-wide office supplies and paper products, in an amount not to exceed $100,000 per
vendor, for the period of July 1, 2026, through July 1, 2027, with two one-year extensions in an additional
amount not to exceed $100,000 per vendor per year. —
Finance Department (Antonio Banuelos 510-620-6741/
Ofelia Alvarez 510-620-6699).

DISCUSSION:

The City has ongoing needs to purchase office supplies and paper products for various departments. Finance staff conducted an analysis and prepared an estimate of the anticipated City-wide purchases of a variety of related goods and services, including but not limited to office supplies and paper products. These purchases are necessary to ensure the continued delivery of programs and services City-wide. In an ongoing effort to maximize cost savings and staff resources, many government agencies share contracting efforts through cooperative purchasing. This procurement approach increases pricing competitiveness and lowers operating costs through volume purchasing.

The Finance Director may arrange for the City to enter into an agreement (“Cooperative Purchasing Agreement”) with one or more local, city, county, state, federal or other public entity, in order to cooperatively purchase supplies and services. [Richmond Municipal Code section 2.52.380(a)] The use of Cooperative Purchase Agreements maximizes cost savings and staff resources by sharing contracting and purchasing efforts with other government agencies. Utilizing cooperative purchasing agreements provides an opportunity for the City to obtain lower pricing through volume purchasing.

As cooperative agreements reach expiration, they are automatically renewed allowing government agencies to continue to leverage cost savings.

The City utilizes multiple office supply vendors because no single vendor consistently offers the lowest pricing or carries all required products. Product availability, delivery times, and pricing may vary among vendors. By maintaining relationships with multiple cooperative contract vendors, departments can compare pricing and availability at the time of purchase and select the vendor that provides the best overall value to the City while ensuring uninterrupted access to necessary supplies.

OMNIA and Sourcewell are leading national government purchasing cooperatives, providing world-class government procurement resources and solutions to local and state government agencies, school districts (K-12), higher education institutions, and nonprofits looking for the best overall supplier government pricing. OMNIA and Sourcewell partner with many governmental agencies to offer cooperative purchasing 1701

July 28, 2026
contracts to other governmental agencies to economically procure services and supplies, pay less for products and services, and reduce administrative costs in developing contracts.

City staff request approval and spending authority to cover the estimated expenditure using Cooperative Purchasing Agreements, and the authority to substitute any of the listed cooperative agreements with the appropriate replacement agreement issued by the same cooperative organization, if that agreement expires during this purchase approval period. This authority will allow uninterrupted purchasing should a cooperative organization issue a successor contract during the approval period.

City staff reviewed the OMNIA and Sourcewell cooperative contracts and confirmed that the originating agencies conducted competitive solicitations in accordance with cooperative purchasing requirements. The cooperative agreements were awarded through a competitive procurement process and are available for use by participating governmental agencies, including the City of Richmond.

The requested spending authority establishes a maximum limit for each vendor; however, actual expenditures are expected to total approximately $100,000 annually City-wide and will be distributed among the approved vendors based on pricing, product availability, and departmental needs.

The recommendations in this report are in accordance with Richmond Municipal Code section 2.52.328, which authorizes the Finance Director to utilize cooperative purchasing agreements to purchase supplies or services through legal contracts of other governmental jurisdictions or public agencies without separate competitive bidding by the City.

City staff members request approval to use the OMNIA cooperative purchase agreements with AAA Workspace and Blaisdell’s Business Products and the Sourcewell cooperative purchasing agreement with Staples Contract & Commercial LLC for the purchase of City-wide office supplies for an amount not to exceed $100,000 per vendor for the period of July 1, 2026, through July 1, 2027, with two (2) one-year, mutually agreed upon annual extensions in an additional amount not to exceed $100,000 per vendor per year.

DOCUMENTS ATTACHED:

Attachment 1 – Resolution
Attachment 2 – OMNIA Contract
Attachment 3 – Sourcewell Contract
1702
RESOLUTION NO. ________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND APPROVING

THE USE OF THE OMNIA COOPERATIVE PURCHASE AGREEMENTS WITH AAA

WORKSPACE AND BLAISDELL'S BUSINESS PRODUCTS AND THE SOURCEWELL

COOPERATIVE PURCHASING AGREEMENT WITH STAPLES CONTRACT &

COMMERCIAL LLC FOR THE PURCHASE OF CITYWIDE OFFICE SUPPLIES AND PAPER PRODUCTS FOR AN AMOUNT NOT TO EXCEED $100,000 PER VENDOR FOR THE PERIOD OF JULY 1, 2026 THROUGH JULY 1, 2027, WITH TWO (2) ONE-YEAR

MUTUALLY AGREED UPON ANNUAL EXTENSIONS IN AN ADDITIONAL AMOUNT NOT TO EXCEED $100,000 PER VENDOR PER YEAR
WHEREAS, the City has ongoing needs to purchase office supplies and paper products for various departments; and
WHEREAS, the use of Cooperative Purchase Agreements maximizes cost savings and staff resources by sharing contracting and purchasing efforts with other governmental agencies; and WHEREAS, utilizing Cooperative Purchase Agreements is advantageous to the City because it provides an opportunity to obtain competitive pricing through volume purchasing and reduce administrative costs associated with conducting separate solicitations; and WHEREAS, the City utilizes multiple office supply vendors because no single vendor consistently offers the lowest pricing or carries all required products, and maintaining multiple cooperative contract vendors allows departments to compare pricing and availability and obtain the best overall value for the City; and
WHEREAS, OMNIA and Sourcewell are leading national government purchasing cooperatives that provide procurement resources and competitively solicited cooperative contracts to governmental agencies; and
WHEREAS, City staff reviewed the OMNIA and Sourcewell cooperative contracts and confirmed that the originating agencies conducted competitive solicitations in accordance with cooperative purchasing requirements; and
WHEREAS, the recommendations in this report are in accordance with Richmond Municipal Code Section 2.52.328, which authorizes the Finance Director to utilize cooperative purchasing agreements to purchase supplies or services through legal contracts of other governmental jurisdictions or public agencies without separate competitive bidding by the City; and NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Richmond hereby approves the use of the OMNIA cooperative purchase agreements with AAA Workspace and Blaisdell’s Business Products and the Sourcewell cooperative purchasing agreement with Staples Contract & Commercial LLC for the purchase of citywide office supplies for an amount not to exceed 1703
$100,000 per vendor for the period of July 1, 2026, through July 1, 2027, with two (2) one-year, mutually agreed upon annual extensions in an additional amount not to exceed $100,000 per vendor per year.

COOPERATIVE PURCHASE AGREEMENTS
Vendor Name Cooperative Agreement Description
AAA Workspace OMNIA Cooperative
Contract Office Supplies and Related Products
Blaisdell's Business Products OMNIA Cooperative
Contract
Office Supplies, Paper Products and
Related Supplies
Staples Contract &
Commercial LLC
Sourcewell Cooperative
Contract
Office Supplies, Paper Products and
Related Products
*****************************
(This section to be completed by Clerk’s Office)
I certify that the foregoing resolution was passed and adopted by the City Council of the City of Richmond at a _________ meeting held on _____________ by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:
________________________________________
Clerk of the City of Richmond
(SEAL)
Approved:
_______________________________
Mayor
Approved as to form:
____________________________
1704
City Attorney
1705
Region 4 Education Service Center • 7145 West Tidwell Road • Houston, Texas 77092-2096 Phone: 713.462.7708 • Fax: 713.744.6514 • esc4.net
Rodney Watson, PhD, Executive Director
January 9, 2026
Dante P. Ercoli
Managing Director
EPIC Business Essentials
5600 N River Road Suite 700
Rosemont, IL 60018
Email: [email protected]
Re: Renewal Award of Contract #R190301
Dear Mr. Ercoli:

Per official action taken by the Board of Directors of Region 4 Education Service Center on December 16, 2025, Region 4 ESC is pleased to announce that EPIC Business Essentials has been awarded an annual contract renewal for the following, based on the sealed proposal submitted to Region 4 on January 24, 2019, and subsequent performance thereafter:

Contract
Office Supplies, Related Products and Services
The contract will expire on May 31, 2027, completing the eighth year of a ten-year term contract.

The contract is available through OMNIA Partners, Public Sector. Your designated OMNIA Partners, Public Sector contact is Melissa Williams, at (810) 666-0972 or [email protected].

The partnership between EPIC Business Essentials, Region 4 and OMNIA Partners, Public Sector can be of great help to participating agencies. Please provide copies of this letter to your sales representative(s) to assist in their daily course of business.

Sincerely,
Adam Tabor, MBA, RTSBA
Director, Procurement
Docusign Envelope ID: 84FC8FD8-E039-400D-8E5E-47BE585FDF74 1706
Region 4 Education Service Center • 7145 West Tidwell Road • Houston, Texas 77092-2096 Phone: 713.462.7708 • Fax: 713.744.6514 • esc4.net
Rodney Watson, PhD, Executive Director
November 12, 2024
Dante Ercoli
Managing Director
EPIC Business Essentials
5600 N River Road Suite 700
Rosemont, IL 60018
Email: [email protected]
Re: Renewal Award of Contract #R190301
Dear Mr. Ercoli:

Per official action taken by the Board of Directors of Region 4 Education Service Center on October 29, 2024, Region 4 ESC is pleased to announce that EPIC Business Essentials has been awarded an annual contract renewal for the following, based on the sealed proposal submitted to Region 4 on January 24, 2019, and subsequent performance thereafter:

Contract
Office Supplies, Related Products and Services
The contract will expire on May 31, 2026, completing the seventh year of a ten-year term contract.

The contract is available through OMNIA Partners, Public Sector. Your designated OMNIA Partners, Public Sector contact is Melissa Williams, at (810) 666-0972 or [email protected].

The partnership between EPIC Business Essentials, Region 4 and OMNIA Partners, Public Sector can be of great help to participating agencies. Please provide copies of this letter to your sales representative(s) to assist in their daily course of business.

Sincerely,
Adam Tabor, MBA, RTSBA
Director, Procurement
Docusign Envelope ID: D5BECA19-90A2-43A1-937E-8698B753468E 1707
August 25, 2023
Mr. Scott Zintz
[email protected]
Managing Director
EPIC Business Essentials
5600 N River Road Suite 700
Rosemont, IL 60018
Re: Renewal Award of Contract #R190301
Dear Mr. Zintz:

Per official action taken by the Board of Directors of Region 4 Education Service Center on August 22, 2023, Region 4 ESC is pleased to announce that EPIC Business Essentials has been awarded an annual contract renewal for the following, based on the sealed proposal submitted to Region 4 on January 24, 2019, and subsequent performance thereafter:

Contract
Office Supplies, Related Products and Services
The contract will expire on May 31, 2025, completing the sixth year of a ten-year term contract.

The contract is available through OMNIA Partners, Public Sector. Your designated OMNIA Partners, Public Sector contact is Christine Dorantes, at (615) 431-8182 or [email protected].

The partnership between EPIC Business Essentials, Region 4 and OMNIA Partners, Public Sector can be of great help to participating agencies. Please provide copies of this letter to your sales representative(s) to assist in their daily course of business.

Sincerely,
Robert Zingelmann
Chief Financial Officer, Finance and Operations Services DocuSign Envelope ID: 39E94EEB-D2DB-4655-A855-19E8E790A522 1708
To: Board of Directors
From: Robert Zingelmann
Date: April 23, 2019
Subject: Recommendation of Contract Award
Region 4 ESC held a RFP opening on January 24, 2019 for RFP # 19-03 for Office Supplies, Related Products and Services. There were eight (8) proposals submitted:
• EPIC Business Essentials
• Gonzalez Solutions for Business
• Lamrite West, Inc. - Michael’s Company
• Office Depot, Inc
• Quill LLC
• Rapp Productions
• Teacher Direct
• WaterLogic
After careful review of all proposals, the Evaluation Team has determined that four (4) companies demonstrated the ability to provide the products and services outlined in the solicitation while offering competitive pricing to the members.

CONSIDERATION
Award of annual contract in compliance with the bid laws of the State of Texas is recommended.

RECOMMENDATION
The Evaluation Team recommends the following companies for award based on their response:

Contract Vendor Term of Contract
Office Supplies, Related
Products and Services
EPIC Business Essentials,
Gonzalez Solutions for
Business, Office Depot, Inc, Quill
LLC
Five (5) years with option of five
(5) one-year renewals
Support documentation has been attached for your reference.

Enclosure: Bid Tab Summary
1709
To: Dr. Pam Wells
Executive Director
From: Robert Zingelmann
Chief Financial Officer, Business/Operations Services
Date: April 25, 2019
Re: Office Supplies, Related Products and Services; RFP # 19-03 The Elevation Committee has reviewed the responses and recommend that the following companies be awarded:
• EPIC Business Essentials
• Gonzalez Solutions for Business
• Office Depot, Inc.
• Quill LLC
The recommended vendors submitted offers that were determined to be most advantageous to OMNIA Partners/National IPA members, based upon the bid tabulation.

All the recommended respondents were determined to be competitively priced and strong for the specified services outlined in the RFP.

We believe all recommended vendors demonstrate the ability to provide and perform the services requested in the proposal. We will monitor their performance and determine at the end of each year if they are eligible for renewal with each new term.

This multiple award is recommended as most advantageous as it limits contract awards to the least number of suppliers necessary to meet the requirements of OMNIA Partners/National IPA members. In order to serve the entire nation, a multiple award is recommended to provide any governmental agency with complete coverage of commodities, services and any other offering within the scope of proposal.

Please let me know if you have any questions.
1710
May 10, 2019
Scott Zintz
Managing Director
EPIC Business Essentials
5600 N River Road Suite 700
Rosemont, IL 60018
Re: Award of Contract # R190301
Dear Mr. Zintz:

Per official action taken by the Board of Directors of Region 4 Education Service Center, on April 23, 2019, OMNIA Partners, Public Sector is pleased to announce that EPIC Business Essentials has been awarded an annual contract for the following, based on the sealed proposal (RFP# 19-03 Office Supplies, Related Products and Services) submitted on January 24, 2019:

Commodity/Service Supplier
Office Supplies, EPIC Business Essential
Related Products and Services

This contract is effective June 1, 2019 and will expire on May 31, 2024. As indicated above, your Contract # is R190301. This contract may be renewed annually for an additional five (5) years if mutually agreed by Region 4 ESC/OMNIA Partners, Public Sector and EPIC Business Essentials.

Your participation in the proposal process is appreciated and we look forward to a successful partnership. Please feel free to provide copies of this letter to your sales representative(s) to assist in their daily course of business.

If you have any questions, please contact Christine Dorantes, Contract Manager assigned to your contract at phone #615.431.8182 or [email protected] Sincerely,
Christine Dorantes
Christine Dorantes, CPPB, CPCP
OMNIA Partners, Public Sector
1711

OFFER AND CONTRACT SIGNATURE FORM
The undersigned hereby offers and, if awarded, agrees to furnish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing.

Company Name _ EPIC Business Essentials
Address 5600 N River Road Suite 700
City/State/Zip _ Rosemont. IL 60018
Telephone No. _ (630) 220-9505
Email Address _ [email protected]
Printed Name _ Scott Zintz
Title _ Managing Director
Authorized signature
Accepted by Region 4 ESC:

Contract No. R \C\o� D \
Prin{Name 7
Region
{)WI
4 ESC
�
Authorized
J. ire�
Board Member
C�rm�tJ I yrJaenD
Print Name
3\,2.0Z.Lt
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Date
Date
1712
Region 4 Education Service Center (ESC)
Contract # R190301
for
Office Supplies, Related Products and Services
with
EPIC Business Essentials
Effective: June 1, 2019
1713
The following documents comprise the executed contract between the Region 4 Education Service Center and EPIC Business Essentials, effective June1, 2019:

I. Vendor Contract and Signature Form
II. Supplier’s Response to the RFP, incorporated by reference 1714

CONTRACT
1 5

APPENDIX A
DRAFT CONTRACT This Contract (“Contract”) is
made as of April 23, 2019 by and between EPIC Business Essentials (“Contractor”) and Region 4 Education Service Center
(“Region 4 ESC”) for the purchase of Office Supplies, Related Products and Services (“the products and services”).

RECITALS
WHEREAS, Region 4 ESC issued Request for Proposals number RFP #19-03 for Office Supplies, Related Products and Services (“RFP”), to which Contractor provided a response (“Proposal”); and
WHEREAS, Region 4 ESC selected Contractor’s Proposal and wishes to engage Contractor in providing the services/materials described in the RFP and Proposal; WHEREAS, both parties agree and understand the following pages will constitute the Contract between the Contractor and Region 4 ESC, having its principal place of business at 7145 West Tidwell Road, Houston, TX 77092.

WHEREAS, Contractor included, in writing, any required exceptions or deviations from these terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC, said exceptions or deviations are incorporated into the Contract.

WHEREAS, this Contract consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth below shall control.

WHEREAS, the Contract will provide that any state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”) may purchase products and services at prices indicated in the Contract upon the Public Agency’s registration with National IPA. 1) Term of agreement. The Contract is for a period of five (5) years. Region 4 ESC shall have the right to renew the Contract for five (5) additional one-year periods or portions thereof.

Region 4 ESC shall review the Contract prior to the renewal date and notify the Contractor of Region 4 ESC’s intent renew the Contract. Contractor may elect not to renew by providing three hundred sixty-five days’ notice to Region 4 ESC.
2) Scope: Contractor shall perform all duties, responsibilities and obligations, set forth in this agreement, and described in the RFP, incorporated herein by reference as though fully set forth herein.
3) Form of Contract. The form of Contract shall be the RFP, the Offeror’s proposal and Best and Final Offer(s).
4) Order of Precedence. In the event of a conflict in the provisions of the Contract as accepted by Region 4 ESC, the following order of precedence shall prevail:
1715

CONTRACT
2 5
i. This Contract
ii. Offeror’s Best and Final Offer
iii. Offeror’s proposal
iv. RFP and any addenda
5) Commencement of Work. The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives a purchase order for such work or is otherwise directed to do so in writing by Region 4 ESC. 6) Entire Agreement (Parol evidence). The Contract, as specified above, represents the final written expression of agreement. All agreements are contained herein and no other agreements or representations that materially alter it are acceptable. 7) Assignment of Contract. No assignment of Contract may be made without the prior written approval of Region 4 ESC. Contractor is required to notify Region 4 ESC when any material change in operations is made (i.e. bankruptcy, change of ownership, merger, etc.). 8) Novation. If Contractor sells or transfers all assets or the entire portion of the assets used to perform this Contract, a successor in interest must guarantee to perform all obligations under this Contract. Region 4 ESC reserves the right to accept or reject any new party. A change of name agreement will not change the contractual obligations of Contractor. 9) Contract Alterations. No alterations to the terms of this Contract shall be valid or binding unless authorized and signed by Region 4 ESC.
10) Adding Authorized Distributors/Dealers. Contractor is prohibited from authorizing additional distributors or dealers, other than those identified at the time of submitting their proposal, to sell under the Contract without notification and prior written approval from Region 4 ESC.

Contractor must notify Region 4 ESC each time it wishes to add an authorized distributor or dealer. Purchase orders and payment can only be made to the Contractor unless otherwise approved by Region 4 ESC. Pricing provided to members by added distributors or dealers must also be less than or equal to the Contractor’s pricing. 11) TERMINATION OF CONTRACT
a) Cancellation for Non-Performance or Contractor Deficiency. Region 4 ESC may terminate the Contract if purchase volume is determined to be low volume in any 12-month period.

Region 4 ESC reserves the right to cancel the whole or any part of this Contract due to failure by Contractor to carry out any obligation, term or condition of the contract. Region 4 ESC may issue a written deficiency notice to Contractor for acting or failing to act in any of the following:
i. Providing material that does not meet the specifications of the Contract; ii. Providing work or material was not awarded under the Contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications;
iv. Failing to complete required work or furnish required materials within a reasonable amount of time;
v. Failing to make progress in performance of the Contract or giving Region 4 ESC reason to believe Contractor will not or cannot perform the requirements of the Contract; or
vi. Performing work or providing services under the Contract prior to receiving an authorized purchase order.
1716

CONTRACT
3 5
Upon receipt of a written deficiency notice, Contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in Contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by Contractor under the Contract shall immediately become the property of Region 4 ESC. b) Termination for Cause. If, for any reason, Contractor fails to fulfill its obligation in a timely manner, or Contractor violates any of the covenants, agreements, or stipulations of this Contract Region 4 ESC reserves the right to terminate the Contract immediately and pursue all other applicable remedies afforded by law. Such termination shall be effective by delivery of notice, to the Contractor, specifying the effective date of termination. In such event, all documents, data, studies, surveys, drawings, maps, models and reports prepared by Contractor will become the property of the Region 4 ESC. If such event does occur, Contractor will be entitled to receive just and equitable compensation for the satisfactory work completed on such documents.
c) Delivery/Service Failures. Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the Contract to be terminated. In the event Region 4 ESC must purchase in an open market, Contractor agrees to reimburse Region 4 ESC, within a reasonable time period, for all expenses incurred.
d) Force Majeure. If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch.

The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the United States or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty. e) Standard Cancellation. Region 4 ESC may cancel this Contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order.
12) Licenses. Contractor shall maintain in current status all federal, state and local licenses, bonds and permits required for the operation of the business conducted by Contractor. Contractor shall remain fully informed of and in compliance with all ordinances and regulations pertaining to the lawful provision of services under the Contract. Region 4 ESC reserves the right to stop work and/or cancel the Contract if Contractor’s license(s) expire, lapse, are suspended or terminated.
1717

CONTRACT
4 5
13) Survival Clause. All applicable software license agreements, warranties or service agreements that are entered into between Contractor and Region 4 ESC under the terms and conditions of the Contract shall survive the expiration or termination of the Contract. All Purchase Orders issued and accepted by Contractor shall survive expiration or termination of the Contract.
14) Delivery. Conforming product shall be shipped within 7 days of receipt of Purchase Order. If delivery is not or cannot be made within this time period the Contractor must receive authorization for the delayed delivery. The order may be canceled if the estimated shipping time is not acceptable. All deliveries shall be freight prepaid, F.O.B. Destination and shall be included in all pricing offered unless otherwise clearly stated in writing. 15) Inspection & Acceptance. If defective or incorrect material is delivered, Region 4 ESC may make the determination to return the material to the Contractor at no cost to Region 4 ESC.

The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. 16) Payments. Payment shall be made after satisfactory performance, in accordance with all provisions thereof, and upon receipt of a properly completed invoice. 17) Price Adjustments. Should it become necessary or proper during the term of this Contract to make any change in design or any alterations that will increase price, Region 4 ESC must be notified immediately. Price increases must be approved by Region 4 ESC and no payment for additional materials or services, beyond the amount stipulated in the Contract shall be paid without prior approval. All price increases must be supported by manufacturer documentation, or a formal cost justification letter. Contractor must honor previous prices for thirty (30) days after approval and written notification from Region 4 ESC. It is the Contractor’s responsibility to keep all pricing up to date and on file with Region 4 ESC. All price changes must be provided to Region 4 ESC, using the same format as was provided and accepted in the Contractor’s proposal.

Price reductions may be offered at any time during Contract. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all users equally; 2) reduction is for a specific period, normally not less than thirty (30) days; and 3) original price is not exceeded after the time-limit. Contractor shall offer Region 4 ESC any published price reduction during the Contract term.
18) Audit Rights. Contractor shall, at its sole expense, maintain appropriate due diligence of all purchases made by Region 4 ESC and any entity that utilizes this Contract. Region 4 ESC reserves the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1) year from the effective date of termination. Region 4 ESC shall have the authority to conduct random audits of Contractor’s pricing at Region 4 ESC's sole cost and expense.

Notwithstanding the foregoing, in the event that Region 4 ESC is made aware of any pricing being offered that is materially inconsistent with the pricing under this agreement, Region 4 ESC shall have the ability to conduct an extensive audit of Contractor’s pricing at Contractor’s sole cost and expense. Region 4 ESC may conduct the audit internally or may engage a thirdparty auditing firm. In the event of an audit, the requested materials shall be provided in the format and at the location designated by Region 4 ESC.
1718

CONTRACT
5 5
19) Discontinued Products. If a product or model is discontinued by the manufacturer, Contractor may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model.
20) New Products/Services. New products and/or services that meet the scope of work may be added to the Contract. Pricing shall be equivalent to the percentage discount for other products. Contractor may replace or add product lines if the line is replacing or supplementing products, is equal or superior to the original products, is discounted similarly or greater than the original discount, and if the products meet the requirements of the Contract. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject any additions without cause.
21) Options. Optional equipment for products under Contract may be added to the Contract at the time they become available under the following conditions: 1) the option is priced at a discount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability.
22) Warranty Conditions. All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing.
23) Site Cleanup. Contractor shall clean up and remove all debris and rubbish resulting from their work as required or directed. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean, safe and unobstructed condition. 24) Site Preparation. Contractor shall not begin a project for which the site has not been prepared, unless Contractor does the preparation work at no cost, or until Region 4 ESC includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to:
moving furniture, installing wiring for networks or power, and similar pre-installation requirements.
25) Registered Sex Offender Restrictions. For work to be performed at schools, Contractor agrees no employee or employee of a subcontractor who has been adjudicated to be a registered sex offender will perform work at any time when students are or are reasonably expected to be present. Contractor agrees a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at Region 4 ESC’s discretion.

Contractor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge. 26) Safety measures. Contractor shall take all reasonable precautions for the safety of employees on the worksite and shall erect and properly maintain all necessary safeguards for protection of workers and the public. Contractor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law and standard practices to protect workers, general public and existing structures from injury or damage.
27) Smoking. Persons working under the Contract shall adhere to local smoking policies. Smoking will only be permitted in posted areas or off premises. 1719

CONTRACT
6 5
28) Stored materials. Upon prior written agreement between the Contractor and Region 4 ESC, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Region 4 ESC prior to payment. Such materials must be stored and protected in a secure location and be insured for their full value by the Contractor against loss and damage. Contractor agrees to provide proof of coverage and additionally insured upon request. Additionally, if stored offsite, the materials must also be clearly identified as property of Region 4 ESC and be separated from other materials. Region 4 ESC must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary. Until final acceptance by Region 4 ESC, it shall be the Contractor's responsibility to protect all materials and equipment. Contractor warrants and guarantees that title for all work, materials and equipment shall pass to Region 4 ESC upon final acceptance. 29) Funding Out Clause. A Contract for the acquisition, including lease, of real or personal property is a commitment of Region 4 ESC’s current revenue only. Region 4 ESC retains the right to terminate the Contract at the expiration of each budget period during the term of the Contract and is conditioned on a best effort attempt by Region 4 ESC to obtain appropriate funds for payment of the contract.
30) Indemnity. Contractor shall protect, indemnify, and hold harmless both Region 4 ESC and its administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the Contractor, Contractor employees or subcontractors in the preparation of the solicitation and the later execution of the Contract.

Any litigation involving either Region 4 ESC, its administrators and employees and agents will be in Harris County, Texas.
31) Marketing. Contractor agrees to allow Region 4 ESC to use their name and logo within website, marketing materials and advertisement. Any use of Region 4 ESC name and logo or any form of publicity, inclusive of press releases, regarding this Contract by Contractor must have prior approval from Region 4 ESC.
32) Certificates of Insurance. Certificates of insurance shall be delivered to the Region 4 ESC prior to commencement of work. The Contractor shall give Region 4 ESC a minimum of ten (10) days’ notice prior to any modifications or cancellation of policies. The Contractor shall require all subcontractors performing any work to maintain coverage as specified. 33) Legal Obligations. It is Contractor’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services and shall comply with all laws while fulfilling the Contract. Applicable laws and regulation must be followed even if not specifically identified herein.
1720

OFFER AND CONTRACT SIGNATURE FORM
The undersigned hereby offers and, if awarded, agrees to furnish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing.

Company Name _ EPIC Business Essentials
Address 5600 N River Road Suite 700
City/State/Zip _ Rosemont. IL 60018
Telephone No. _ (630) 220-9505
Email Address _ [email protected]
Printed Name _ Scott Zintz
Title _ Managing Director
Authorized signature
Accepted by Region 4 ESC:

Contract No. R \C\o� D \
Prin{Name 7
Region
{)WI
4 ESC
�
Authorized
J. ire�
Board Member
C�rm�tJ I yrJaenD
Print Name
3\,2.0Z.Lt
t/Q-1/;1
Date
Date
1721
Region 4 Education Service Center
(“Region 4 ESC”)
partnered with
OMNIA Partners Public Sector
Solicitation Number 19-03
Office Supplies, Related Products and Services
Request for Proposal (“RFP”)
SUBMITTAL DEADLINE: Thursday, January 24, 2019, 2:00 PM CENTRAL 7145 West Tidwell Road, Houston, Texas 77092
1722
January 23, 2019
Region 4 Education Service Center
7145 West Tidwell Road
Houston, TX 77092
RE: Solicitation Number: 19-03
EPIC Business Essentials, as a unique member owned organization, has the national capabilities to provide Office Supply, School Supply, Janitorial Supply, Office Furniture, Information Technologies Services and more to all public agencies and government buyers throughout the United States.

Utilizing our dealer member network of over 1200 locally owned businesses, a number of which are socioeconomic disadvantaged office supplies dealerships nationwide; EPIC Business Essentials can provide a local personal customer service experience along with sales and service from relationships found right in the local communities Region 4 ESC and Omnia Partners already serve. Combining that with the strength of the largest North American wholesalers’ distribution, delivery and customized online ordering/service platform; EPIC Business Essentials has the greatest capability of executing a successful contract for Region 4 ESC and Omnia Partners.

Our proposal includes:
• Personalized service provided by locally-owned office supply dealerships, many of which have over 100 years in the office supply industry. These community-ingrained organizations provide employment opportunities for the members of the communities in which they reside, they are community leaders and contribute to the economic well-being of the community as a whole. • Customized EPIC web platform for ordering, service, returns and reporting. • Option for agencies to use our local dealer web platforms for ordering when this option is convenient or desired by the public agency, and to take advantage of Tier 1 diversity opportunities. • 98.13% fill rate of over 20,000 stocked items in 60 distribution centers with a 99% + line fill and

99.6% on-time delivery rate.
• Green products and initiatives to further our commitment to the planet. • Centralized billing and reporting using the web eCommerce based platform customizable on demand interface.
• Competitive pricing using the cooperative buying power and our partnership with North America’s largest office supply wholesalers.
• Consistency in all facets; Order Entry/Placement, Pricing, Packaging, Invoicing, Delivery, Customer Service, overall program management and implementation.

In submitting our proposal we have reviewed the bid packet including any/all revisions and understand all requirements and accept all conditions of the RFP. EPIC Business Essentials commits ourselves to the prices, products and services in this response.

By signing below, I guarantee, to the best of my ability, the truth and accuracy of all statements made within our proposal.

We welcome any questions you may have and look forward to hearing from you very soon.

Sincerely,
Scott Zintz
Managing Director
1723
Contents
Tab 1 – Draft Contract and Offer and Contract Signature Form (Appendix A) .................................................. 3 a. Terms and Conditions Acceptance Form (Appendix B) ............................................................................. 8 Tab 2 – Products/Pricing ................................................................................................................................. 10 a. National Market Basket (Appendix E) ................................................................................................... 17 Tab 3 – Performance Capability ...................................................................................................................... 18 Tab 4 – Qualification and Experience .............................................................................................................. 27 a. References .............................................................................................................................................. 32 Tab 5 – Value Add ........................................................................................................................................... 34 Tab 6 – Additional Required Documents (Appendix C) ................................................................................... 36 a. Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy (Appendix C, Doc #1) ..... 36 b. Antitrust Certification Statement (Tex. Government Code § 2155.005) (Appendix C, Doc #2) ............ 36 c. Implementation of HB 1295 Certificate of Interested Parties (Form 1295) (Appendix C, Doc #3) ........ 36 d. Texas Government Code 2270 Verification Form (Appendix C, Doc #4) ............................................. 36 Tab 7 – National IPA Response to a National Program (Appendix D, Exhibits A, F and G) ........................... 42 1724
Tab 1 – Draft Contract and Offer and Contract Signature Form (Appendix A) 1725

CONTRACT
1 5

APPENDIX A

DRAFT CONTRACT
This Contract (“Contract”) is made as of , 201X by and between (“Contractor”) and Region 4 Education Service Center
(“Region 4 ESC”) for the purchase of Office Supplies, Related Products and Services (“the products and services”).

RECITALS
WHEREAS, Region 4 ESC issued Request for Proposals number RFP #19-03 for Office Supplies, Related Products and Services (“RFP”), to which Contractor provided a response (“Proposal”); and
WHEREAS, Region 4 ESC selected Contractor’s Proposal and wishes to engage Contractor in providing the services/materials described in the RFP and Proposal; WHEREAS, both parties agree and understand the following pages will constitute the Contract between the Contractor and Region 4 ESC, having its principal place of business at 7145 West Tidwell Road, Houston, TX 77092.

WHEREAS, Contractor included, in writing, any required exceptions or deviations from these terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC, said exceptions or deviations are incorporated into the Contract.

WHEREAS, this Contract consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth below shall control.

WHEREAS, the Contract will provide that any state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”) may purchase products and services at prices indicated in the Contract upon the Public Agency’s registration with National IPA. 1) Term of agreement. The Contract is for a period of five (5) years. Region 4 ESC shall have the right to renew the Contract for five (5) additional one-year periods or portions thereof.

Region 4 ESC shall review the Contract prior to the renewal date and notify the Contractor of Region 4 ESC’s intent renew the Contract. Contractor may elect not to renew by providing three hundred sixty-five days’ notice to Region 4 ESC.
2) Scope: Contractor shall perform all duties, responsibilities and obligations, set forth in this agreement, and described in the RFP, incorporated herein by reference as though fully set forth herein.
3) Form of Contract. The form of Contract shall be the RFP, the Offeror’s proposal and Best and Final Offer(s).
4) Order of Precedence. In the event of a conflict in the provisions of the Contract as accepted by Region 4 ESC, the following order of precedence shall prevail:
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CONTRACT
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i. This Contract
ii. Offeror’s Best and Final Offer
iii. Offeror’s proposal
iv. RFP and any addenda
5) Commencement of Work. The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives a purchase order for such work or is otherwise directed to do so in writing by Region 4 ESC. 6) Entire Agreement (Parol evidence). The Contract, as specified above, represents the final written expression of agreement. All agreements are contained herein and no other agreements or representations that materially alter it are acceptable. 7) Assignment of Contract. No assignment of Contract may be made without the prior written approval of Region 4 ESC. Contractor is required to notify Region 4 ESC when any material change in operations is made (i.e. bankruptcy, change of ownership, merger, etc.). 8) Novation. If Contractor sells or transfers all assets or the entire portion of the assets used to perform this Contract, a successor in interest must guarantee to perform all obligations under this Contract. Region 4 ESC reserves the right to accept or reject any new party. A change of name agreement will not change the contractual obligations of Contractor. 9) Contract Alterations. No alterations to the terms of this Contract shall be valid or binding unless authorized and signed by Region 4 ESC.
10) Adding Authorized Distributors/Dealers. Contractor is prohibited from authorizing additional distributors or dealers, other than those identified at the time of submitting their proposal, to sell under the Contract without notification and prior written approval from Region 4 ESC.

Contractor must notify Region 4 ESC each time it wishes to add an authorized distributor or dealer. Purchase orders and payment can only be made to the Contractor unless otherwise approved by Region 4 ESC. Pricing provided to members by added distributors or dealers must also be less than or equal to the Contractor’s pricing. 11) TERMINATION OF CONTRACT
a) Cancellation for Non-Performance or Contractor Deficiency. Region 4 ESC may terminate the Contract if purchase volume is determined to be low volume in any 12-month period.

Region 4 ESC reserves the right to cancel the whole or any part of this Contract due to failure by Contractor to carry out any obligation, term or condition of the contract. Region 4 ESC may issue a written deficiency notice to Contractor for acting or failing to act in any of the following:
i. Providing material that does not meet the specifications of the Contract; ii. Providing work or material was not awarded under the Contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications;
iv. Failing to complete required work or furnish required materials within a reasonable amount of time;
v. Failing to make progress in performance of the Contract or giving Region 4 ESC reason to believe Contractor will not or cannot perform the requirements of the Contract; or
vi. Performing work or providing services under the Contract prior to receiving an authorized purchase order.
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CONTRACT
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Upon receipt of a written deficiency notice, Contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in Contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by Contractor under the Contract shall immediately become the property of Region 4 ESC. b) Termination for Cause. If, for any reason, Contractor fails to fulfill its obligation in a timely manner, or Contractor violates any of the covenants, agreements, or stipulations of this Contract Region 4 ESC reserves the right to terminate the Contract immediately and pursue all other applicable remedies afforded by law. Such termination shall be effective by delivery of notice, to the Contractor, specifying the effective date of termination. In such event, all documents, data, studies, surveys, drawings, maps, models and reports prepared by Contractor will become the property of the Region 4 ESC. If such event does occur, Contractor will be entitled to receive just and equitable compensation for the satisfactory work completed on such documents.
c) Delivery/Service Failures. Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the Contract to be terminated. In the event Region 4 ESC must purchase in an open market, Contractor agrees to reimburse Region 4 ESC, within a reasonable time period, for all expenses incurred.
d) Force Majeure. If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch.

The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the United States or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty. e) Standard Cancellation. Region 4 ESC may cancel this Contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order.
12) Licenses. Contractor shall maintain in current status all federal, state and local licenses, bonds and permits required for the operation of the business conducted by Contractor. Contractor shall remain fully informed of and in compliance with all ordinances and regulations pertaining to the lawful provision of services under the Contract. Region 4 ESC reserves the right to stop work and/or cancel the Contract if Contractor’s license(s) expire, lapse, are suspended or terminated.
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CONTRACT
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13) Survival Clause. All applicable software license agreements, warranties or service agreements that are entered into between Contractor and Region 4 ESC under the terms and conditions of the Contract shall survive the expiration or termination of the Contract. All Purchase Orders issued and accepted by Contractor shall survive expiration or termination of the Contract.
14) Delivery. Conforming product shall be shipped within 7 days of receipt of Purchase Order. If delivery is not or cannot be made within this time period the Contractor must receive authorization for the delayed delivery. The order may be canceled if the estimated shipping time is not acceptable. All deliveries shall be freight prepaid, F.O.B. Destination and shall be included in all pricing offered unless otherwise clearly stated in writing. 15) Inspection & Acceptance. If defective or incorrect material is delivered, Region 4 ESC may make the determination to return the material to the Contractor at no cost to Region 4 ESC.

The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. 16) Payments. Payment shall be made after satisfactory performance, in accordance with all provisions thereof, and upon receipt of a properly completed invoice. 17) Price Adjustments. Should it become necessary or proper during the term of this Contract to make any change in design or any alterations that will increase price, Region 4 ESC must be notified immediately. Price increases must be approved by Region 4 ESC and no payment for additional materials or services, beyond the amount stipulated in the Contract shall be paid without prior approval. All price increases must be supported by manufacturer documentation, or a formal cost justification letter. Contractor must honor previous prices for thirty (30) days after approval and written notification from Region 4 ESC. It is the Contractor’s responsibility to keep all pricing up to date and on file with Region 4 ESC. All price changes must be provided to Region 4 ESC, using the same format as was provided and accepted in the Contractor’s proposal.

Price reductions may be offered at any time during Contract. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all users equally; 2) reduction is for a specific period, normally not less than thirty (30) days; and 3) original price is not exceeded after the time-limit. Contractor shall offer Region 4 ESC any published price reduction during the Contract term.
18) Audit Rights. Contractor shall, at its sole expense, maintain appropriate due diligence of all purchases made by Region 4 ESC and any entity that utilizes this Contract. Region 4 ESC reserves the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1) year from the effective date of termination. Region 4 ESC shall have the authority to conduct random audits of Contractor’s pricing at Region 4 ESC's sole cost and expense.

Notwithstanding the foregoing, in the event that Region 4 ESC is made aware of any pricing being offered that is materially inconsistent with the pricing under this agreement, Region 4 ESC shall have the ability to conduct an extensive audit of Contractor’s pricing at Contractor’s sole cost and expense. Region 4 ESC may conduct the audit internally or may engage a thirdparty auditing firm. In the event of an audit, the requested materials shall be provided in the format and at the location designated by Region 4 ESC.
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CONTRACT
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19) Discontinued Products. If a product or model is discontinued by the manufacturer, Contractor may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model.
20) New Products/Services. New products and/or services that meet the scope of work may be added to the Contract. Pricing shall be equivalent to the percentage discount for other products. Contractor may replace or add product lines if the line is replacing or supplementing products, is equal or superior to the original products, is discounted similarly or greater than the original discount, and if the products meet the requirements of the Contract. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject any additions without cause.
21) Options. Optional equipment for products under Contract may be added to the Contract at the time they become available under the following conditions: 1) the option is priced at a discount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability.
22) Warranty Conditions. All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing.
23) Site Cleanup. Contractor shall clean up and remove all debris and rubbish resulting from their work as required or directed. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean, safe and unobstructed condition. 24) Site Preparation. Contractor shall not begin a project for which the site has not been prepared, unless Contractor does the preparation work at no cost, or until Region 4 ESC includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to:
moving furniture, installing wiring for networks or power, and similar pre-installation requirements.
25) Registered Sex Offender Restrictions. For work to be performed at schools, Contractor agrees no employee or employee of a subcontractor who has been adjudicated to be a registered sex offender will perform work at any time when students are or are reasonably expected to be present. Contractor agrees a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at Region 4 ESC’s discretion.

Contractor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge. 26) Safety measures. Contractor shall take all reasonable precautions for the safety of employees on the worksite and shall erect and properly maintain all necessary safeguards for protection of workers and the public. Contractor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law and standard practices to protect workers, general public and existing structures from injury or damage.
27) Smoking. Persons working under the Contract shall adhere to local smoking policies. Smoking will only be permitted in posted areas or off premises. 1730

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28) Stored materials. Upon prior written agreement between the Contractor and Region 4 ESC, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Region 4 ESC prior to payment. Such materials must be stored and protected in a secure location and be insured for their full value by the Contractor against loss and damage. Contractor agrees to provide proof of coverage and additionally insured upon request. Additionally, if stored offsite, the materials must also be clearly identified as property of Region 4 ESC and be separated from other materials. Region 4 ESC must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary. Until final acceptance by Region 4 ESC, it shall be the Contractor's responsibility to protect all materials and equipment. Contractor warrants and guarantees that title for all work, materials and equipment shall pass to Region 4 ESC upon final acceptance. 29) Funding Out Clause. A Contract for the acquisition, including lease, of real or personal property is a commitment of Region 4 ESC’s current revenue only. Region 4 ESC retains the right to terminate the Contract at the expiration of each budget period during the term of the Contract and is conditioned on a best effort attempt by Region 4 ESC to obtain appropriate funds for payment of the contract.
30) Indemnity. Contractor shall protect, indemnify, and hold harmless both Region 4 ESC and its administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the Contractor, Contractor employees or subcontractors in the preparation of the solicitation and the later execution of the Contract.

Any litigation involving either Region 4 ESC, its administrators and employees and agents will be in Harris County, Texas.
31) Marketing. Contractor agrees to allow Region 4 ESC to use their name and logo within website, marketing materials and advertisement. Any use of Region 4 ESC name and logo or any form of publicity, inclusive of press releases, regarding this Contract by Contractor must have prior approval from Region 4 ESC.
32) Certificates of Insurance. Certificates of insurance shall be delivered to the Region 4 ESC prior to commencement of work. The Contractor shall give Region 4 ESC a minimum of ten (10) days’ notice prior to any modifications or cancellation of policies. The Contractor shall require all subcontractors performing any work to maintain coverage as specified. 33) Legal Obligations. It is Contractor’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services and shall comply with all laws while fulfilling the Contract. Applicable laws and regulation must be followed even if not specifically identified herein.
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OFFER AND CONTRACT SIGNATURE FORM
The undersigned hereby offers and, if awarded, agrees to furnish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing.

Accepted by Region 4 ESC:

Contract No.

Initial Contract Term to
Region 4 ESC Authorized Board Member Date
Print Name
Region 4 ESC Authorized Board Member Date
Print Name

Company Name
Address
City/State/Zip
Telephone No.

Email Address
Printed Name
Title
Authorized signature
EPIC Business Essentials
5600 N River Road Suite 700
Rosemont, IL 60018
(630) 220-9505
[email protected]
Scott Zintz
Managing Director
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a. Terms and Conditions Acceptance Form (Appendix B)
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Appendix B

TERMS & CONDITIONS ACCEPTANCE FORM
Signature on the Offer and Contract Signature form certifies complete acceptance of the terms and conditions in this solicitation and draft Contract except as noted below with proposed substitute language (additional pages may be attached, if necessary). The provisions of the RFP cannot be modified without the express written approval of Region 4 ESC. If a proposal is returned with modifications to the draft Contract provisions that are not expressly approved in writing by Region 4 ESC, the Contract provisions contained in the RFP shall prevail.

Check one of the following responses:

X Offeror takes no exceptions to the terms and conditions of the RFP and draft Contract. (Note: If none are listed below, it is understood that no exceptions/deviations are taken.) □ Offeror takes the following exceptions to the RFP and draft Contract. All exceptions must be clearly explained, reference the corresponding term to which Offeror is taking exception and clearly state any proposed modified language, proposed additional terms to the RFP and draft Contract must be included:
(Note: Unacceptable exceptions may remove Offeror’s proposal from consideration for award. Region 4 ESC shall be the sole judge on the acceptance of exceptions and modifications and the decision shall be final.)
Section/Page Term, Condition, or
Specification
Exception/Proposed Modification Accepted
(For Region 4
ESC’s use)

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Tab 2 – Products/Pricing
Products/Pricing
i. Describe Offeror’s products and services Offeror proposes to be available under a resultant contract.
i. Provided price lists may be used to establish the extent of product lines, services, warranties, etc. that are available from Offeror and the pricing per item.
ii. Clearly identify pricing for any associated fees such as returns, installations, special or customized orders, maintenance fees, reporting, training, etc.
iii. Offerors should provide their pricing structure which may include category discounts, a core list and non-core items. Include category discounts on Appendix E, Category Discounts tab, core list pricing Appendix E, Core List Items tab.
ii. General and Market Basket Pricing.
i. General Pricing. Offerors shall provide pricing based on a discount from a verifiable price list or catalog, or fixed price, or a combination of both with indefinite quantities. Multiple percentage discounts are acceptable if, where different percentage discounts apply, different percentages are specified.

Additional pricing and/or discounts may be included. Products and services proposed are to be priced separately with all ineligible items identified.

Offerors may elect to limit their proposals to any category or categories.

Region 4 ESC requests pricing be submitted as not to exceed pricing.

Unlike fixed pricing, the Contractor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted. Contractor must allow for lower pricing to be available for similar product and service purchases. Cost plus pricing as a primary pricing structure is not acceptable

1. Include an electronic copy or a link to the catalog or verifiable price list from which discount, or fixed price, is calculated. Electronic price lists must contain the following: (if applicable)
 Manufacturer part #
 Offeror’s Part # (if different from manufacturer part #)  Description
 Price List and Net Price
 Net price to Region 4 ESC (including freight)
Media submitted for price list must include the Offerors’ company name, name of the solicitation, and date on a Flash Drive (i.e. Pin or Jump Drives).

2. Using the pricing structure, the Offeror proposes above, provide the net price for the items listed on the National Market Basket, Appendix E, Market Basket tab.
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iii. Customized Market Baskets. In addition to the National Market Basket, Offerors may provide customized market baskets to participating agencies. i. Describe Offeror’s ability to provide customized market baskets to participating agencies.

EPIC Business Essentials offers industry-leading market basket pricing that goes far beyond the typical core/discount-from-list-price models. Over our twenty years’ experience dealing with the government sector, EPIC Business Essentials has found that traditional pricing models force customers into difficult auditing and validation processes to discover their bottom line through category discount, and ultimately leads to reduced sales and unused contracts.

Instead, EPIC Business Essentials offers participating Public Agencies fixed pricing across the 12,000+ items, with clear-cut margins and simple ordering processes. Participating Public Agencies enjoy semi-annual fixed pricing on customized market baskets, and quarterly fixed pricing on non-core items.

Pricing Value Adds
EPIC Business Essentials’ pricing methodology encompasses a list of over 2,000 core items as a Customized Market Basket for this contract offering, and extends to over 10,000 non-core standard items. All items are net priced and fixed for time periods set by Region 4 ESC (currently, semiannual fixed pricing for the market basket and quarterly fixed pricing for non-core items).

All other wholesale items available to Region 4 ESC members will be priced at a minimum of 10% discount from manufacturer list price. Over and above our set pricing structure, EPIC Business Essentials offers Hot List items with additional discounts tailored to individual members of Region 4 ESC.

Hot List Pricing
As all public agencies are unique in their office supply needs, EPIC Business Essentials also offers customized pricing to Region 4 ESC public agency members on a Hot List market basket of up to 500 items. The Hot List market basket items are offered in addition to the core list Customized Market Basket, and non-core list standard items. These items will be set as a custom contract list, individualized to meet the needs of Region 4 ESC members purchasing usage.
ii. Describe any limitations to customized market baskets (number of items, excluded categories, agency size limitations, etc.).

As stated above, EPIC Business Essentials recognizes that each Region 4 ESC eligible agency has their own unique needs and purchase requirements. Therefore, we will allow up to 500 Hot List items under the scope of our product offerings with no limits on product categories or size of agency.
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iii. How frequently does Offeror propose to update customized market baskets?
EPIC Business Essentials proposes to update customized market baskets quarterly.
iv. Is pricing available for all products and services? Office Supplies: General office supplies shall include but not limited to office consumables, paper, toner, IT peripherals and office equipment Yes, pricing is available for all products and services in the Office Supplies category.

School Supplies: General educational supplies shall include but not limited to educational consumables, paper, toner, IT peripherals and school equipment Yes, pricing is available for all products and services in the School Supplies category.

Copy and Print Services: Provide copy and print services with the ability to ship materials
Yes, copy and print services are available via this contract offering, with the ability to ship materials nationwide. Delivery and freight charges may apply depending on the size and scope of the project. Net pricing for this category can be made available upon request, and said pricing would be our nationwide best overall pricing for this product type to similar customers.

Promotional Materials and Services: Items shall include but not limited to various novelty, accessories, wearable, screen printing, engraving Yes, promotional materials and services are available and made available via this contract offering. Delivery and freight charges may apply depending on the size and scope of the project. Net pricing for this category can be made available upon request, and said pricing would be our nationwide best overall pricing for this product type to similar customers.

Office Furniture: Furniture shall include but not be limited to: desk, chairs, conference, tables, filing cabinets and bookshelves, include installation, special orders, Yes, office furniture is included in our proposal, encompassing desk, chairs, conference tables, filing cabinets, bookshelves, and other related furniture products.

Installation is handled at the EPIC Business Essentials dealer level and will be quoted for that individual project. Not all installations are the same due to quantity of product, product mix, stairs, etc. Net pricing for this category can be made available upon request, and said pricing would be our nationwide best overall pricing for this product type to similar customers.
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Other applicable products and service solutions: This includes Private Label that are equal to or superior to the originally manufacturer product.

EPIC Business Essentials offers additional product and service solutions for Region 4 ESC members via this agreement including: Janitorial/Cleaning supplies, Maintenance, Repair and Operations (MRO) products, Managed Print Services (MPS), and Energy Solutions such as LED lighting, de-regulated energy agreements, and renewable energy offerings including solar, wind, CHP. These products and solutions will be provided at market competitive price points, at the request of public agencies utilizing this agreement. Net pricing for this category can be made available upon request, and said pricing would be our nationwide best overall pricing for this product type to similar customers.

As part of EPIC Business Essentials overall pricing program, there are items that are defined as “private label” that meet or exceed the OEM product performance.

EPIC Business Essentials, as well as the dealer member, will provide items to the agency for their review if the product is an “apple to apple” comparison. Neither EPIC Business Essentials, nor our dealer members, will auto-sub an OEM item to a private label item without the consent of the agency. v. Describe any minimums order quantities or fees.

EPIC Business Essentials offers free next day shipping on all in stock orders. There are no minimum order quantities or fees.
vi. Describe any shipping and delivery charges, include standard delivery (preferred ship is 48 hours or less), shipments outside Continental USA, truckload and delivery areas.

EPIC Business Essentials and its member dealers offers next day delivery with no minimum order fees or delivery charges within the Continental USA with over a 98%+ on time delivery rating. We are able to achieve this goal by partnering with the office product wholesalers as well as other locally owned office supply companies nationwide for delivery and fulfillment. Once a customer places an order, the order routes to the local delivering dealer for fulfillment. Our network of certified local dealers will then make delivery to the end user the next day (on all orders placed prior to 5pm) in their company trucks. The pricing is set for dock and/or mailroom delivery. For customers that require desktop delivery additional charges may apply. In those cases where EPIC Business Essentials does not have a local dealer to service the agency, we will use a 3rd party carrier for delivery.

Truckload shipments and shipments outside the Continental USA are available and will be managed at the local delivery level for coordination and fulfillment.

Outside of the Continental USA, there may be additional freight charges for orders shipped to Hawaii, Alaska, and/or Puerto Rico and shall be set uniformly by EPIC Business Essentials or each dealer member and remain consistent for each year during the term of the Contract. EPIC Business Essentials or its dealer members agree to ship all in stock products within seven (7) days upon receipt of order. 1738
vii. Provide pricing for warranties on all products and services.

EPIC Business Essentials as a supplier, warrants all goods and services as outlined in the manufacturer’s warranty and does not imply any additional warranties or guarantees outside of our stated returns policy. viii. Describe any return and restocking fees.

All returns must be requested within 30 days to avoid a restocking charge as follows:
1-30 days 0%
30-60 days 10%
61+ days no return after 60 days
Special and custom items are only returnable in the event of a manufacturers defect or incorrect shipment. These items include custom stamps, food, dated goods and items not normally stocked but special ordered from the manufacturer. ix. Describe any additional discounts or rebates available. Additional discounts or rebates may be offered for large quantity orders, single ship to location, growth, annual spend, guaranteed quantity, etc.

Additional rebate program:

In previous contracts with Region 4, we have offered a volume rebate structure to agencies utilizing this agreement. It has been our experience that agencies prefer low net pricing and larger customized “hot list” options in lieu of annual volume rebates. With that information in hand, we have elected to offer a much larger hot list option of up to 500 items (an increase from 200 items in our previous agreement with Region 4) and not offer a contractual volume rebate structure. We still reserve the ability to offer volume rebates to agencies under this agreement, where it makes sense and is seen as valuable to the agency, and these negotiations will be handled on a case by case basis.

As an additional option to agencies that purchase more than $25,000 annually under this agreement, EPIC Business Essentials will offer a Point of Sale rebate program for agencies choosing optimized delivery. Optimized delivery is defined as customers allowing for delivery 1 or 2 days per week, instead of mandating daily next day deliveries of all products and services.

If the agency chooses one (1) day a week delivery, the agency will receive a 1% reduction in their invoice. If the agency chooses two (2) day a week delivery, the agency will receive a 0.5% reduction in their invoice.

The optimized delivery program will be agreed upon between the EPIC Business Essential local dealer and the Region 4 ESC member.
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x. Describe how customers verify they are receiving Contract pricing.

The EPIC Business Essentials customer ordering platform, and dealer ordering platform includes contract management and pricing integrity across all locations and users, and is audited monthly by EPIC Business Essentials. As a net priced program, our pricing methodology is simple in application, and the Region 4 ESC specific pricing plan is associated with each user profile. Each user is attached to the same pricing plan which is globally updated as agreed, applying consistent pricing to all.
xi. Describe payment methods offered.

EPIC Business Essentials currently accepts payment via credit card, ACH, EFT or check.
xii. Propose the frequency of updates to the Offeror’s pricing structure. Describe any proposed indices to guide price adjustments. If offering a catalog contract with discounts by category, while changes in individual pricing may change, the category discounts should not change over the term of the Contract.

The standard operating procedure of EPIC Business Essentials is to complete quarterly contract updates, removing discontinued products or adding products as business needs change. During the quarterly or semi-annual business review, EPIC will assist with Core List (Market Basket) review, identification of lower cost substitutes, inventory retention knowledge and seek user input with appropriate follow-up.

Core List (Market Basket) changes are typically processed on or around April 1st and October 1st, and Non-Core items are adjusted quarterly (on or around January 1st, April 1st, July 1st, October 1st) the on-line catalog is regularly updated as changes occur and includes links to product specifications and other product information.

Some commodities, particularly paper and ink/toner, that adjust pricing based on market activity. Adjustment in pricing may be warranted and documentation of price increases will be provided requesting the appropriate increase. Due to the volatility of the market, EPIC Business Essentials reserves the right to update pricing on these items quarterly, with 30 day notice to Region 4 ESC.

EPIC Business Essentials will present suggested replacements for discontinued items and obtain appropriate authorization for replacement. xiii. Describe how future product introductions will be priced and align with Contract pricing proposed.

Each quarter our wholesalers and manufacturers typically provide EPIC Business Essentials a list of items that will be discontinued moving forward. If there is a suggested replacement for the item that meets the same specifications as the discontinued item, including unit of measure and quantity, EPIC Business Essentials will provide the detailed information on our quarterly contract update with new adjusted pricing if needed. New product or service introductions may be presented to Region 4 ESC quarterly, and at the approval of Region 4 ESC, will be priced in a way that is consistent with our overall pricing methodology of similar products and solutions. 1740
xiv. Provide any additional information relevant to this section.

EPIC Business Essentials feels that we bring the best overall value to the office supply and related item category for Public Agencies. Our combination of no pricing games with transparent low net pricing, diverse product offering (office supplies, school supplies, MRO items, janitorial products, managed print solutions, copy and print, promotional items, and a full line of energy solutions) and the ability for your members to partner with local businesses focused on customer service…is unmatched in the office products industry. While we may not have the name recognition of the Big Box suppliers in this category, we strongly feel that our value proposition goes well beyond everyday low pricing.

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a. National Market Basket (Appendix E)

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Tab 3 – Performance Capability
Performance Capability
i. Include a detailed response to Appendix D, Exhibit A, National IPA Response for National Cooperative Contract and Exhibits F and G. Responses should highlight experience, demonstrate a strong national presence, describe how Offeror will educate its national sales force about the Contract, describe how products and services will be distributed nationwide, include a plan for marketing the products and services nationwide, and describe how volume will be tracked and reported to National IPA.

Please see EPIC Business Essentials’ full response to include our experience, a demonstrated strong national presence, our national sales force education, product and service distribution, marketing plan and volume tracking services nationwide in the sections listed below:

Appendix D
Exhibit A, Response for National Cooperative Contract
Exhibits F and G
ii. The successful Offeror will be required to sign Appendix D, Exhibit B, National IPA Administration Agreement prior to Contract award. Offeror’s should have any reviews required to sign the document prior to submitting a response. Offeror’s response should include any proposed exceptions to the National IPA Administration Agreement on Appendix B, Terms and Conditions Acceptance Form.

EPIC Business Essentials agrees to sign Appendix D, Exhibit B, OMNIA Partners Administration Agreement prior to Contract award. Reviews required to sign the document prior to submitting our response have been completed. EPIC Business Essentials’ response does not include any proposed exceptions to the OMNIA Partners Administration Agreement on Appendix B, Terms and Conditions Acceptance Form and is therefore intentionally returned blank. iii. Describe Offeror’s ability and experience with E-Commerce and web-based procurement providers such as ESM, Jaggaer, Coupa, Workday, Lawson oracle, SAP, PeopleSoft, and all others your company has successfully interfaced with. Describe electronic online catalogue, Punch-Out Programs, purchasing authorization limits, storefront, etc.

We, along with our EPIC dealer members, offer a robust online ordering platform and currently service thousands of customers with our order entry system. Our websites allow for purchasing controls and approval processes as well, and all pricing is customer specific and login specific. We can customize pricing by account, or even by user depending on the needs and desires of the customer.

To view and test our platform and see the capabilities we offer, please visit www.epicbusinessessentials.com
Login: guest1
Password: EPIC 1743
EPIC Business Essentials’ centralized ecommerce platform, as well as our dealer members’ platforms offer the flexibility to use punchout platforms to enable Region 4 ESC to link to web-based procurement systems if required. The EPIC Business Essentials web platform can be integrated successfully with many ERP/Punch-out programs including, but not limited to:

PeopleSoft
Coupa
SAP
SciQuest
ESchool Mall (ESM)
Jaggaer
Skyward / Westpac
Hubspan
Workday
Oracle
Equallevel
EPIC Business Essentials has a full IT team extensively experienced in integrating any punchout system. The list above is not exclusive; we can work with Region 4 ESC members as needed.
iv. Describe how Offeror responds to emergency orders.

Taking a national office supply program and meeting all emergency orders can be difficult, but we've got you covered! Many of our local servicing dealers also maintain storefronts and will be happy to help with emergency orders. Call or stop by a dealership and they can help meet customer needs. If a customer needs something that is in stock, we will do what we can to deliver it to you that same day – and in some cases, if it is an item we don’t stock, we will do what we can to find it and deliver it directly.
v. What is Offeror’s average Fill Rate?
Utilizing 60 distribution centers (dedicated to office products) with over $500 million of inventory, EPIC Business Essentials has a fill rate greater than 98% to support all Region 4 ESC locations.
vi. What is Offeror’s average on time delivery rate? Describe Offeror’s history of meeting the shipping and delivery timelines.

The EPIC Business Essentials National Account program was developed to provide large, multi-location clients with enterprise-wide program consistency and program optimization through state-of-the-art technology, and unsurpassed personalized local service. Our local dealer members provide next day delivery, and include the high touch, personal service and local flavor that the “big boxes” simply can’t provide. Our on time delivery rate is over 97%, and we have consistently proven this over our years of holding U.S. Communities, TCPN and National IPA contracts servicing public agencies across the nation.
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vii. Describe Offeror’s return and restocking policy.

EPIC Business Essentials prides itself in guaranteeing your complete satisfaction with every purchase made from EPIC Business Essentials. Returns will require a Return Authorization for most products within 30 days from the original date of purchase for an exchange or for a full refund and credit.

Certain Return exclusions and exceptions are noted below:

All returns must be received by EPC Business Essentials in resalable condition with all original packing materials, parts and accessories intact and in new condition. EPIC Business Essentials reserves the right to deny any return or exchange or credit if a product is not in original/resalable condition.

Damaged merchandise or incorrect shipments must be reported within 10 days.

Merchandise should be inspected at time of delivery. Shipments received with any visible damage to the contents or packing materials should be noted on the delivery receipt or Bill of Lading at the time of delivery. You may also choose to refuse a shipment with obvious damage.

All returns must be requested within 30 days to avoid a restocking charge as follows:
1-30 days 0%
30-60 days 10%
61+ days no return after 60 days
Special and custom items are only returnable in the event of a manufacturers defect or incorrect shipment. These items include custom stamps, food, dated goods and items not normally stocked but special ordered from the manufacturer. viii. Describe Offeror’s ability to meet service and warranty needs.

EPIC Business Essentials’ continuous delivery and fill rates provided by our dealer members are the result of a robust inventory and effective procurement process coupled with a state-of the art inventory management, forecasting and replenishment tool which uses advanced forecasting algorithms, exponential smoothing for appropriate inventory levels. Actual demand versus forecast is regularly measured and the forecast with corresponding safety stock is recalculated accordingly. The advanced forecasting and replenishment process incorporates Forecast, Standard Deviation Rates, supply chain lead time, safety stock, seasonality, selling trends, economic ordering strategies, service level targeting, supplier minimums, future planned promotions, on demand events, business calendar (buying days, selling days, holidays) among others.

Utilizing a system of alternate shipping facilities which connects distribution facilities to provide the power and breadth of the largest inventory - located in the closest vicinity - to each of the Region 4 ESC locations will provide the lowest instance of backorders for end users.
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ix. Describe Offeror’s customer service/problem resolution process. Include hours of operation, number of services, etc.

With over 1,200 dealer service centers open Monday through Friday, 8am to 5pm local time, we are confident EPIC Business Essentials and our dealers’ best-in-business, local and personal first rate customer service programs can provide a world-class, complete office products program to all locations and participants of the Region 4 ESC contract. We also offer online customer service, and a customer help desk with hours from 7am to 8pm on weekdays.

EPIC Business Essentials, through our local dealer members agrees to provide timely and accurate technical advice and sales support to Region 4 ESC and OMNIA Partners staff and Participating Agencies and will respond to such requests within one (1) working day after receipt of the request.
x. Describe Offeror’s invoicing process.

Our eCommerce program provides daily standard electronic invoicing as standard, however other options are available such as weekly or monthly summary billing.

Terms are Net 30 for daily invoicing and Net 10 for all other options. All invoices are subject to a 1% late payment fee.
xi. Describe Offeror’s contract implementation/customer transition plan.

EPIC Business Essentials has many years of experience rolling out and implementing national account opportunities similar to Region 4 ESC. Our ability to demonstrate the benefits of this contract to eligible entities starts with training. We provide two levels of training that are essential to the success of our programs. The first is the training of our independent dealer sales force, and the second is the training offered to end user agencies. We have a strong and documented marketing plan and will use the resources created therein to go to market. We will custom design and generate targeted marketing pieces, power point presentations and training links so that our independent dealer sales force fully understands the benefits of the contract and can communicate them effectively to the members of Region 4 ESC. We will also offer webinar and in person training and communications to public agencies and Region 4 ESC members in order to directly communicate the benefits of the EPIC Business Essentials contract.

Additionally, we will work to highlight what differentiates us from the other market players, as well as what differentiates the EPIC Business Essentials Region 4 ESC contract from other awarded and held public sector contracts.

In addition to this extensive and thorough sales training and certification on how to properly present and sell the Omnia Partners / Region 4 ESC program to public agencies in their markets, EPIC Business Essentials has implemented a new and more aggressive sales strategy inspired by embracing our Sales Accelerator mentality. Our dealer members will receive comprehensive and personalized support from within the EPIC Business Essentials organization to ensure that they reach OMNIA Partners stretch sales goals, along with tailored marketing, lead generation and sales mentoring.

We feel confident these measures will greatly boost future sales. 1746
xii. Describe the financial condition of Offeror.

Our financial condition today is very strong. EPIC Business Essentials is owned and supported by the two largest buying groups of independent suppliers in the industry, Independent Suppliers Group (ISG) and TriMega Purchasing Association (TPA). Both of these organizations have been thriving since the 1970’s and have increased in membership and importance over the years. The financial condition of both groups is solid, and financials can be provided as requested by Region 4 and/or OMNIA Partners for the buying groups or for EPIC Business Essentials. We are a great example of how “Main Street” is stronger than “Wall Street”, since we are not a publically traded organization and can focus our time and energy on providing value to our customers and our members.
xiii. Provide a website link in order to review website ease of use, availability, and capabilities related to ordering, returns and reporting. Describe the website’s capabilities and functionality.

To view and test our platform and see the capabilities we offer, please visit www.epicbusinessessentials.com
Login: guest1
Password: EPIC
The EPIC Business Essentials eCommerce web platform includes a user-friendly interface for ordering, service, and returns with administrative control in areas of:

Product Choice, Order Limits, Approval Levels and more.

The platform includes contract management and pricing integrity across all locations and users. The pricing methodology is simple in application, and the Region 4 specific pricing plan is associated with each user profile. Each user is attached to the same pricing plan which is globally updated as agreed, applying consistent pricing to all. This functionality reduces reconciliation and credit memo corrections.

Key Advantages:
 Designed with ease-of-use approach
 Consistent presentation and pricing across the enterprise  One web-store for all users
 Customized pages to include the Region 4 ESC logo and program information  Browse and order over 30,000 items in the on-line catalog  Rich product content
 Useful and quality product information
 Easy and quick order processing
 Shopping Lists and User Favorites – both personal and account wide  Robust Search Capabilities – including multiple search filter options  Compare similar products
 Suggested Alternative products
 Toner/Ink Finder search – finding the right consumables for your machine easily  Customized Account Set-Up
 Multiple customizable fields for departments, ship-to’s, cost centers, account codes and more. 1747
Key Advantages continued:
 Defined payment options
 Restriction lists defined by the account administrator  Secure user logins to ensure compliance with program and account requirements
 Account level bulletin board for each location to communicate to their users  Easy to administer purchasing controls – with unlimited hierarchy options and levels available
xiv. Describe the Offeror’s safety record.

EPIC Business Essentials has an exemplary safety record. We also monitor the safety records of our dealer members, suppliers, wholesalers and delivery partners to ensure the safety of all parties.
xv. Describe Offeror’s reporting capabilities. Provide samples of reports available and if there are any fees associated with the reports.

EPIC Business Essentials can accommodate all reporting requests whether standard or custom, to provide detailed information at the main account level, or down to the end user level.

In addition to the standard end user reports below, additional reports can be made available to meet all Region 4 ESC requirements.
 Support for order history (sales order and invoices)
 Company Purchase History
 Previously purchased
 last invoice
 YTD sales history
 MTD sale history
 Payment summary
 Item Usage including contract spend, recycled and/or minority designation  Delivery Report
 Backorder/Out of Stock Report
 Returned Product Report
Custom reports are available and will be created upon request after implementation discussions to understand requirements for format, timing, delivery, etc. EPIC Business Essentials routinely creates custom reports for all customers.

Additional information and reports can also be provided during our quarterly Business Review process offering a high level summary which ties together all of the information gathered on sales statistics and performance measurements. 1748
xvi. Describe Offeror’s green or sustainability program. What type of reporting or reviews are available to participating agencies?
Company Sustainability
EPIC Business Essentials, as a dealer-owned value-added cooperative, is by nature a “green” organization united with dealers across the United States in working to minimize our collective carbon footprint by reducing transportation costs, structural footprints, paper usage and consumables. Our operations are leaner and more efficient than our big box competitors with their large retail-store footprints and national distribution and warehouse networks. We are truly a “Buy Local” office supply provider, promoting a practical and socially sustainable business model within the local economies we serve.

EPIC Business Essentials is the only organization in the Independent Dealer Channel to include, on staff, a full time Sustainability Coordinator (Jackson Carpenter) to directly manage EPIC Business Essentials’ green program(s), organizational sustainability efforts, and directly assist our dealers and customers in their eco-initiatives. Jackson leads the EPIC Business Essentials “Green Team” and lends his expertise to our National Account customers in developing and maintaining their sustainability programs and initiatives. We were recently awarded the Environmental Excellence award from one of our largest customers, Fairfax County Government in Virginia.

Company Social Responsibility Initiatives
Our Sustainability Coordinator manages our corporate Green Team and launches new programs and initiatives incorporating our network of over 1,200 independent dealers across the country. He works to create green sales strategies and consultative programs for our customers to assist them in becoming more efficient and sustainable entities over all. Examples of recent internal programs include energy audits, waste stream audits, toner/e-waste recycling, promoting compatible toners and recycled paper for our copiers, eliminating Styrofoam and other non-recyclable items from our office and replacing with reusables, and the switch to green first ordering practices. Jackson has also created a unique and innovative new program for EPIC Business Essentials and our members to offer truly carbon neutral local deliveries through a third-party affiliation, as well as a groundbreaking new initiative to offer direct sales of carbon-neutral electricity.

Practices, Programs and Certifications
EPIC Business Essentials will work with OMNIA Partners and any interested participating members to create and implement a comprehensive Green Business Certification program that will not only contribute to the sustainability needs of our planet but will also increase productivity and cost savings, while decreasing members’ carbon footprints.

The proposed EPIC Business Essentials Green Business Certification would culminate in an objective third-party assessment of the sustainability achievements of participating members, acceptance of a participating member as part of a recognized nationwide thirdparty sustainability initiative and ongoing promotion as a green organization. Members will be shepherded by EPIC Business Essentials in sustainability systems design, green benchmark achievement and internal protocols prior to certification, while third-party assessment will ensure a gold standard of environmental business policy.

Aware that not all businesses seek a comprehensive sustainability overhaul and certification, EPIC Business Essentials encourages its members to pursue individualized green initiatives that target their specific goals and business practices. EPIC Business Essentials offers extensive training in green practices, products, design and implementation, as well as written and video tutorials to help guide departments and members to greener office practices. Guidance and expertise incorporate specific sustainability-related activities including, but not limited to: 1749 • Outreach
- How & why to create office Green Teams
- Benchmarking of current organizational green levels
- Staff engagement and green education practices
• Operations
- Identification and implementation of energy management, waste management, and a complete recycling program
- Implemented recycling program to meet and exceed requirements - Procurement of carbon-neutral electricity
• Purchasing
- Detailed analysis of current purchasing behavior
- Suggested alternate green products analysis report including cost differential/savings and advantages of green product migration - Comparative analysis with other large public agencies, including details of achieved cost savings within these similar agencies
- Identification of eco-friendly green products within the EPIC Business Essentials eCommerce ordering platform
EPIC Business Essentials presents participating Public Agencies with a Rebate Value Add option that has the secondary function of reducing the agencies’ carbon footprint. EPIC Business Essentials will offer a special Point of Sale rebate program to agencies that purchase more than $25,000 annually and choose our Optimized Delivery program. When Public Agencies choose Optimized Delivery, they opt out of EPIC Business Essentials’ traditionally mandated daily next day deliveries on all products and services, instead allowing for consolidated delivery during one (1) or two (2) days per week. Participating Public Agencies reduce the number of deliveries along with their carbon footprint.

Additionally, Green Teams at our certified local member dealer locations will proactively review transportation routes and adjust these accordingly in order to minimize idle times and lower carbon emissions to improve sustainability benchmarks as they pertain to Region 4 ESC and its members.

Green Products
The EPIC Business Essentials office products contract as proposed to Region 4 ESC includes over 10,000 green items available for purchase. These items cover all main categories of general office supplies, ink/toner and copy paper. We also offer a new program involving facilities products such as green cleaning supplies, green and low emission furniture and LED lighting among others. These products work within member offices to create cost savings, healthier environments and reduced energy consumption.

Upon contract award to EPIC Business Essentials by Region 4 ESC, the contract item file catalog will be uploaded to our eCommerce platform where these eco-friendly green items will be identified via a readily identifiable “green” symbol signifying that they fall into at least one of the following sustainability categories: energy efficient items, compostable or biodegradable items, recycled items, nontoxic items, reusable or refillable items, and/or low chemical or particle emission items. 1750
As a matter of general practice, EPIC Business Essentials can work with the Region 4 ESC team and members to promote company-wide eco-initiatives through the education and promotion of green product purchases, along with actively providing green alternatives to current and future purchased items. This can be achieved through the use of our comprehensive evaluation tools, developed and overseen by our Green Team. EPIC Business Essentials can provide an accurate analysis of currently purchased items and comparison to the green product alternatives to show the cost saving advantage to Region 4 ESC through the utilization of green products.

Sustainability Metrics and Compliance
The mission of EPIC Business Essentials is to promote sustainability as a cornerstone of business success. We recognize that sustainability is not an end result, but a continual process of improvement toward the goals of reducing our impact on the natural environment, engaging with our stakeholder communities, and promoting increased business profitability.

Our aim is to go beyond compliance by establishing stretch goals surrounding our office and warehouse operations, delivery fleet, supply chain, green product offerings, sustainability education and social outreach programs.

In order to ensure and measure success of our sustainability policy and initiatives, we maintain constant communication with all of our stakeholders including our customers, our EPIC Business Essentials members, our communities, our employees, our competition, and sustainability advocate groups and organizations. We strive to always be a step ahead of the market, and proactively create programs to exceed the expectations of our stakeholders.

We employ a systems thinking methodology in our efforts, bringing all thoughts and opinions to the table to innovate programs that make sense, and to transform the triple bottom line of businesses. These efforts are led by our Sustainability Coordinator, working in tandem with the Sustainability Committee of EPIC Business Essentials members. xvii. Describe Offeror’s social diversity initiatives. Include participating agencies ability to receive Tier 1 and Tier 2 credit utilizing the Master Agreement.

EPIC Business Essentials has over 1,200 independent dealer members with 1,600 locations across the United States who are mostly certified small businesses, including those who are certified as 8a Certified, HUB Zone Small, Service-Disabled VeteranOwned Small, Veteran-Owned Small Business, Women Owned and Minority Owned businesses to provide personalized service to Region 4 and members under the Master Agreement.

If a participating agency needs or would like to pursue Tier 1 or Tier 2 credits, EPIC Business Essentials will work directly with the agency and our dealer member network as part of our Region 4 ESC Master Agreement. We offer the ability to have our local diversity partners directly bill and manage members under the Master Agreement, in order to achieve Tier 1 credit. This is a solution that EPIC Business Essentials offers at the submitted contract pricing without an additional cost. EPIC Business Essentials regularly audits these types of arrangements to ensure contract compliance on all terms and pricing proposed herein.
xviii. Provide any additional information relevant to this section. 1751
Tab 4 – Qualification and Experience
Qualification and Experience
i. Provide a brief history of the Offeror, including year it was established and corporate office location.

EPIC Business Essentials was formed on August 10, 2015, from the National Accounts Division of Independent Suppliers Group (ISG), and the Point Nationwide ordering platform created by TriMega Purchasing Association. As America’s largest office supply cooperatives, the joint venture of these two groups positioned EPIC Business Essentials at the nexus of a network of thousands of independent dealers across the country, with a world class eCommerce platform and even greater customer support. Previous to that date, both ISG National Accounts and Point Nationwide operated independently for over a decade, and both entities held and managed national contracts in the Federal, Public Sector, and commercial national accounts.

The EPIC Business Essentials corporate office is located at:
5600 N River Road
Suite 700
Rosemont, IL 60018
ii. Describe how Offeror ensures contract compliance.

EPIC Business Essentials has several processes in place to ensure the highest level of contract compliance is achieved. As part of our robust training and certification process with our dealer members, we include mandatory policy and procedures. Additionally, our dealer members are required to attend a 90 minute training encompassing the full details of our contract. They are also required to pass an exam to continue in the contract certification process. Once a dealer member has completed our training and certification, EPIC Business Essentials performs random price audits on our dealer member’s agencies and usage reports to confirm next day delivery, pricing, and other pertinent contract requirements.
iii. What measures does Offeror take to ensure all products are authentic and not counterfeit?
EPIC Business Essentials takes pride in making sure we provide authentic products to our customers. EPIC works closely with our member buying groups and their direct contracts to provide the highest quality products. Our member dealers work closely with their first call wholesalers and establish processes with their private label products to maintain equal quality and performance measured against an OEM product. EPIC Business Essentials also uses manufacturer item numbers instead of an invented internal numbering system, so our pricing reflects wholesaler list pricing, and members know that the products they order are the products they will receive. iv. Describe Offeror’s reputation in the marketplace.

EPIC Business Essentials is proud of its reputation for integrity, dependability and whiteglove customer service in the marketplace. We offer nationwide best pricing with the service and attention to detail that only a local business can provide. EPIC Business Essentials bridges the gap between local relationships and national buying power, 1752 between community growth and nationwide access, between the people you know and trust and the services you depend on. EPIC Business Essentials brings the best of both worlds, and our reputation reflects that.

We are known for our truth-in-pricing and integrity. Every third-party pricing audit ever conducted of EPIC Business Essentials has shown our pricing to be 100% accurate, so the agreed upon price is always what OMNIA Partners members will pay. We use manufacturer item numbers instead of an invented internal numbering system, so our pricing reflects wholesaler list pricing, and members know that the products they order are the products they will receive. We will never substitute a lower quality alternate product without approval.

We are known for our truth-in-reporting. EPIC Business Essentials ensures accurate and complete order history without delay. Our e-commerce platform boasts state-of-the-art reporting capabilities, so customers will never wait for tabulations and internal queries.

Reports arrive promptly and error free.

We are known for our support of local communities across the nation. EPIC Business Essentials exists as a member-owned cooperative of independent dealers - our very existence supports local communities by supporting the businesses that make them thrive. Our dealer members include businesses owned by individuals reflecting the varied faces of America: Service-Disabled, Veteran-Owned, Women-Owned and MinorityOwned businesses, as well as HUB Zone Small businesses. Wherever a customer lives, chances are that EPIC Business Essentials has a member in their area, upholding their community and values, and working hard to keep their community healthy.

We are known for our customized and expedient delivery. EPIC Business Essentials uses the power of its dealer network to ensure prompt, tailored delivery every time. Our independent dealer community warehouses market-basket items to vouchsafe our guarantee of free next-day delivery with no minimums. The majority of our dealers use their own delivery fleet so that departmental deliveries end up where belong, not piled up at a customer’s front door. Should we need to dropship items, we make sure they end up where they are needed, when they are needed.

We are known for our impeccable customer service: Since EPIC Business Essentials comprises a network of local dealers, OMNIA Partners members receive the customer service due to friends and neighbors, not faceless accounts. We go the extra mile for our customers because they belong to our own communities. The relationships we build with our customers last for decades.
v. Describe Offeror’s reputation of products and services in the marketplace.

The reputation of our products and services is un-paralleled. As stated above, we use manufacturer item numbers instead of invented internal numbering so every customer knows the item ordered will be the item delivered, and that all pricing is based on discounts from a true manufacturer price. In a commodity business such as office supplies, what matters most is service, and our locally owned dealer network has been in communities across the country building its reputation of top-level service for generations.
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vi. Describe the experience and qualification of key employees.

EPIC Business Essentials Team
The EPIC Business Essentials National Account program was developed to provide national consistency with personalized local service utilizing a state-of-the-art eCommerce web platform for customers in the office supply industry. Working with our wholesale partners, our local dealer members provide local delivery with a personal touch to all customer locations. The EPIC Business Essentials National Account team will be engaged in the enhancement and support of the Region 4 ESC / OMNIA Partners contract.

Scott Zintz, Managing Director
(630) 220-9505
[email protected]

Scott directs the day to day operations for EPIC, leads the sales team and creates the strategic direction for the organization. Collaborating with the leadership at Independent Suppliers Group and Trimega Purchasing Group, Scott serves as the main link to the independent office supply dealer channel that makes EPIC such a unique solution for public sector entities across the nation.

Scott Zintz is a dynamic and energetic business professional with over 13 years of industry experience, including over eight years serving the independent dealer channel, and five years on the Office Depot public sector team. He honed his business strategy and systems thinking approach to business via a Corporate Sustainability MBA program, and is well versed in cooperative agreements. He has worked with U.S. Communities, TCPN, National IPA and thousands of individual public agencies over his sales career and understands how to bring overall value solutions to the market segment.

Toby Tobin, National Sales Manager
(520) 334-5759
[email protected]
Toby has been in sales management for over 15 years for companies such as OfficeMax, Workrite Ergonomics, Arizona Office Technologies and Humanscale. In his role as National Sales Manager with EPIC Business Essentials, Toby manages the Public Sector contracts, Healthcare GPO contracts, as well as Commercial/Enterprise accounts. Toby brings a wealth of sales and service expertise in the office products industry with a relentless focus on his customers and independent dealers throughout the country.

Nita Turpin, Director of Operations
(847) 261-0053
[email protected]
Nita is a veteran in the office products industry. With over 35 years in account implementation, retention and management in the national accounts segment, she is an industry professional that understands every aspect of our industry. Entirely responsible for the operational aspects as well as a real focus on process improvement, sales success and retention, her commitment to customer satisfaction have all been part of her very successful career and stellar reputation. Nita has spent the last eight years in national account implementation and retention with an operational focus with EPIC Business Essentials and the previous twenty plus years working exclusively in National Account Management, Fortune 100 segment, North America at Corporate Express and brings to our team a wealth of knowledge and experience. 1754
Andy Sullenberger, Manager of Systems, Customer Care and Support (847) 261-0054
[email protected]
Andy is a Supply Chain Champion with over 30 years of experience with focus on Order Management with proven Customer Satisfaction, TQM & Change Management experience. He managed and engaged in several cradle to grave ERP Distribution Systems including the development and actual use of the systems. Andy is responsible for any systems enhancements and changes and support required to be successful with the UT Systems Alliance program. Additionally, our National Customer Service Team supervisory staff reports directly to Andy.

Pam Quackenbush, Accounting and System Support Supervisor (847) 261-0082
[email protected]
Pam is a senior accountant with knowledge in all aspects of accounting. With over twenty years’ experience in the accounting field she has worked in many platforms of accounting software and understands of all the areas of accounting. Being detailed oriented and efficient with strong analytical ability helps her to develop procedures to save time and money. Pam is responsible for accounting functions and does all internal report writing, customer consolidated billings, complex custom billing and reporting, sales tax reporting and payment as well as assisting with account maintenance and implementation. Pam has been with EPIC over five years using her many years of experience to help develop and streamline daily, monthly and yearly accounting procedures.

Davida Townzen, Implementation & Collections Supervisor (847) 261-0057
[email protected]
Davida has been in the office products industry for over 30 years in account implementation, collections, cash application, and management. Davida manages account maintenance as well as credit and collections. In addition, Davida assists with National Account Implementations, dealer on-boarding and dealer and customer training.

Davida has spent the last 5 years in account implementation for EPIC and 20 years previously at Corporate Express North America working all aspects of account setup.

Jackson Carpenter, Marketing and Sales Coordinator, Sustainability Strategist (828) 395-7458
[email protected]
Jackson has extensive professional experience in all aspects of message crafting and story branding, including traditional advertising, social media, content marketing, search engine optimization and target marketing. A fifteen-year veteran of marketing innovation and acceleration, Jackson has worked with renowned universities and institutions to embrace the tools and strategies needed to capitalize on a changing market and achieve sustainability milestones. Jackson manages brand image and awareness, dealer acquisition and communications, as well as online content and targeting. In addition, Jackson guides corporate sustainability and green business initiatives within EPIC Business Essentials and the larger dealer community.
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vii. Describe Offeror’s experience working with the government sector.

Our experience in the government sector began almost 20 years ago when Independent Stationers was awarded a Federal MAS Schedule 75 agreement from GSA. Learning and growing from that experience, we formally bid on and were awarded the U.S. Communities office supply agreement in 2010, putting us on the map as a major player in the public sector space, and unseating Office Depot who had held the U.S. Communities agreement for over 25 years. The U.S. Communities Office Supply Contract Master Agreement #MAIS-1140050, effective September 2010 was publically bid as a $519 million cooperative purchasing agreement by Los Angeles County, and the sole award was presented to Independent Stationers.

We immediately hired and staffed for a national push to convert U.S. Communities members from Office Depot to our program and platform. We began to certify and train independent office supply companies within our network and succeeded to convert thousands of public agencies across the nation. While the contract was held by Independent Stationers, it was locally serviced by the 1,200+ independent office supply companies that made up our dealer shareholder-owned membership. U.S. Communities made the decision to not go back out for bid in the office supply category, thus allowing our contract to expire without renewal, and without a re-award to any other business entity.

EPIC Business Essentials has had an agreement with Region 4 ESD since March of 2015 and converted our public sector contract participating agencies with U.S. Communities to Region 4 effective January 1, 2016 at the time of the expiration of our U.S. Communities agreement. Since then, Region 4 (National IPA) has been our lead contract vehicle in the public sector, and we aspire to continuing to learn from and grow our public sector business via a new Region 4 ESC / OMNIA Partners agreement. EPIC Business Essentials has continued to evolve as a national player in this government sector, and brings to you a refreshed sales and marketing approach that will be discussed in other sections of this response.
viii. Describe past litigation, bankruptcy, reorganization, state investigations of entity or current officers and directors.

EPIC Business Essentials has never been involved in litigation, bankruptcy, reorganization or investigations of entity or current officers or directors. ix. Provide a minimum of 5 customer references relating to the products and services within this RFP. Include entity name, contact name and title, contact phone and email, city, state, years serviced, description of services and annual volume.

See the following section for full list of EPIC Business Essentials references:

Tab 4
a. References
x. Provide any additional information relevant to this section

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a. References
1) Region 4 ESC/OMNIA Partners
Sonda Sahley
Director, Strategic Partner Development
(440) 788-7944
[email protected]
Cleveland, OH
Years serviced: 4 years
Office supplies, technology, print services, office furniture, janitorial, sanitation, industrial and break room supplies.

Annual volume: $12 million
2) Great Western Bank
Ashley Peterson
Senior Accountant
(605) 336-5684
[email protected]
Watertown, SD
Years serviced: 8 years
Free, next day delivery of office supplies, technology, print services, office furniture, janitorial, sanitation, industrial and break room supplies.

Annual volume: $500,000
3) General Services Administration
Mas75 Agreement - Contract Number GS-14F-0043M
Wdonna Woods
Contracting Officer
(212) 577-8623
[email protected]
New York, NY
Years serviced: 12 years
MAS-75 Office Supply Contract
Annual volume: $3.2 million
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References continued
4) CHAMPS Group Purchasing
Jan Elder
Director of Contracting
(216) 255-3697
[email protected]
Cleveland, OH
Years serviced: 8 years
Office supplies, technology, print services, office furniture, janitorial, sanitation, industrial and break room supplies
Annual volume: $1.4 million
5) Flowers Foods
Joey Mixon
Purchased Goods and Services Manager
(229) 227-2232
[email protected]
Thomasville, GA
Years serviced: 2 years
Free, next day delivery of office supplies, technology, print services, office furniture, janitorial, sanitation, industrial and break room supplies.

Annual volume: $900,000

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Tab 5 – Value Add
Value Add
• Provide any additional information related to products and services Offeror proposes to enhance and add value to the Contract.

As a full-service, national cooperative of independent office supply dealers, EPIC Business Essentials holds a unique place in the office supply industry. Public Agencies that purchase through EPIC Business Essentials get the comprehensive reach and accountability of a national network while supporting their local community through supporting local, independent office supply dealers. The value added in sustaining local industry and community initiatives represents the fundamental, unquantifiable value added by EPIC Business Essentials.

Beyond its grassroots support of local, independent and minority-owned office supply dealers, EPIC Business Essentials offers Product and Service value adds, Pricing value adds, Rebate Programs and much more.

Product and Service Value Adds
EPIC Business Essentials operates as a Sales Accelerator in the Independent Dealer Channel, empowering independent office supply dealers to diversify. As such, we incorporate many products beyond the traditional office and school supplies we offer.

These products and services will be offered at discounted rates from our standard market pricing when utilized in conjunction with our Region 4 ESC office supply agreement.

Pricing methodology and structure for the below listed categories will be supplied to Region 4 ESC and their members upon contract award. Our product and service value adds include, but are not limited to:

Office Furniture
Managed Print Services
Energy Procurement
LED Lighting and Other Energy Efficiency Products
Coffee and Breakroom Services
Office Equipment and Technology
Promotional Products and Advertising Items
Copy and Print Services
Document Management
Janitorial and Cleaning Supplies
School Supplies
Pricing Value Adds
EPIC Business Essentials offers industry-leading market basket pricing that goes far beyond the typical core/discount-from-list-price models. Instead, EPIC Business Essentials offers participating Public Agencies fixed pricing across the 12,000+ items, with clear-cut margins and simple ordering processes. Participating Public Agencies enjoy semi-annual fixed pricing on customized market baskets, and quarterly fixed pricing on non-core items. 1759
Pricing Value Adds
EPIC Business Essentials’ pricing methodology encompasses a list over 2,000 core items as a Customized Market Basket for this contract offering, and extends to over 10,000 noncore standard items. All items are net priced and fixed for time periods set by Region 4 ESC (currently, semi-annual fixed pricing for the market basket and quarterly fixed pricing for non-core items).

All other wholesale items available to Region 4 members will be priced at a minimum of 10% discount from manufacturer list price. Over and above our set pricing structure, EPIC Business Essentials offers Hot List items with additional discounts tailored to individual members of Region 4 ESC.

Hot List Pricing
Since all public agencies are unique in their office supply needs, EPIC Business Essentials customizes pricing to Region 4 public agency members on a Hot List market basket up to 500 items, in addition to the core list Customized Market Basket, and non-core list standard items. These items will be set as a custom contract list, individualized to meet the needs of Region 4 members’ purchasing usage.

Additional Rebate Program:

EPIC Business Essentials will offer a special Point of Sale rebate program to agencies that purchase more than $25,000 annually and choose our Optimized Delivery program.

When Public Agencies choose Optimized Delivery, they opt out of EPIC Business Essentials’ traditionally mandated daily next day deliveries on all products and services, instead allowing for consolidated delivery during one (1) or two (2) days per week. If the agency chooses one (1) day a week delivery, the agency will receive a 1% reduction in their invoice. If the agency chooses two (2) day a week delivery, the agency will receive a 0.5% reduction in their invoice. The optimized delivery program extends directly from the EPIC Business Essential local dealer to the Region 4 ESC member.

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Tab 6 – Additional Required Documents (Appendix C)
a. Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy (Appendix C, Doc #1)
b. Antitrust Certification Statement (Tex. Government Code § 2155.005) (Appendix C, Doc #2)
c. Implementation of HB 1295 Certificate of Interested Parties (Form 1295) (Appendix C, Doc #3)
d. Texas Government Code 2270 Verification Form (Appendix C, Doc #4)

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ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD

PRODUCER CONTACT
NAME:

PHONE FAX
(A/C, No, Ext): (A/C, No):

E-MAIL
ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $

PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG
OTHER: $

COMBINED SINGLE LIMIT
(Ea accident) $
ANY AUTO BODILY INJURY (Per person) $

OWNED SCHEDULED
AUTOS ONLY AUTOS BODILY INJURY (Per accident) $

HIRED NON-OWNED PROPERTY DAMAGE
AUTOS ONLY AUTOS ONLY (Per accident) $
$

OCCUR EACH OCCURRENCE
CLAIMS-MADE AGGREGATE $
DED RETENTION$
PER OTHSTATUTE ER
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE$
If yes, describe under
DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

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.

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.

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).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
4/4/2019
(847) 228-8400 (847) 228-8505
31534
Trimega Purchasing Association
5600 North River Road
Suite #700
Rosemont, IL 60018
A 1,000,000
OBCD134473 1/1/2019 1/1/2020 300,000
5,000
1,000,000
2,000,000
2,000,000
A 4,000,000
OBCD134473 1/1/2019 1/1/2020 4,000,000
A BPP; Spec; R/C OBCD134473 1/1/2019 $500 deductible 528,074 For Illustration Purposes Only
TRI-PUR-01 SREPPEN
Joseph M. Wiedemann & Sons Inc.
505 East Golf Road
Arlington Heights, IL 60005
Citizens Ins. Co. of America
1/1/2020
X
X
X
X
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Appendix C

ADDITIONAL REQUIRED DOCUMENTS
DOC #1 Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy DOC #2 Antitrust Certification Statements (Tex. Government Code § 2155.005) DOC #3 Implementation of House Bill 1295 Certificate of Interested Parties (Form 1295) DOC #4 Texas Government Code 2270 Verification Form
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Appendix C, Doc #1

ACKNOWLEDGMENT AND ACCEPTANCE
OF REGION 4 ESC’s OPEN RECORDS POLICY

OPEN RECORDS POLICY
All proposals, information and documents submitted are subject to the Public Information Act requirements governed by the State of Texas once a Contract(s) is executed. If an Offeror believes its response, or parts of its response, may be exempted from disclosure, the Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt and include detailed reasons to substantiate the exemption. Price is not confidential and will not be withheld. Any unmarked information will be considered public information and released, if requested under the Public Information Act.

The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments on behalf of any Offeror. Offeror is advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information.

Signature below certifies complete acceptance of Region 4 ESC’s Open Records Policy, except as noted below (additional pages may be attached, if necessary).

Check one of the following responses to the Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy below:

X We acknowledge Region 4 ESC’s Open Records Policy and declare that no information submitted with this proposal, or any part of our proposal, is exempt from disclosure under the Public Information Act.
□ We declare the following information to be a trade secret or proprietary and exempt from disclosure under the Public Information Act.
(Note: Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, Offeror must include detailed reasons to substantiate the exemption(s). Price is not confident and will not be withheld. All information believed to be a trade secret or proprietary must be listed. It is further understood that failure to identify such information, in strict accordance with the instructions, will result in that information being considered public information and released, if requested under the Public Information Act.) January 23, 2019 Managing Director
Date Authorized Signature & Title
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Appendix C, Doc #2

ANTITRUST CERTIFICATION STATEMENTS
(Tex. Government Code § 2155.005)
Attorney General Form
I affirm under penalty of perjury of the laws of the State of Texas that:

1. I am duly authorized to execute this Contract on my own behalf or on behalf of the company, corporation, firm, partnership or individual (Company) listed below;

2. In connection with this proposal, neither I nor any representative of the Company has violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15;

3. In connection with this proposal, neither I nor any representative of the Company has violated any federal antitrust law; and

4. Neither I nor any representative of the Company has directly or indirectly communicated any of the contents of this proposal to a competitor of the Company or any other company, corporation, firm, partnership or individual engaged in the same line of business as the Company.

Company
EPIC Business Essentials
Contact
Signature
Toby Tobin
Printed Name
National Sales Manager
Address
5600 N River Road, Suite 700
Position with Company
Official
Authorizing
Rosemont, IL 60018 Proposal ________________
Signature
Scott Zintz
Printed Name
Phone (800) 231-9848 Managing Director
Position with Company
Fax (847) 699-7822
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Appendix C, DOC # 3
Implementation of House Bill 1295
Certificate of Interested Parties (Form 1295):

In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the Government Code. The law states that a governmental entity or state agency may not enter into certain contracts with a business entity unless the business entity submits a disclosure of interested parties to the governmental entity or state agency at the time the business entity submits the signed contract to the governmental entity or state agency. The law applies only to a contract of a governmental entity or state agency that either (1) requires an action or vote by the governing body of the entity or agency before the contract may be signed or (2) has a value of at least $1 million. The disclosure requirement applies to a contract entered into on or after January 1, 2016.

The Texas Ethics Commission was required to adopt rules necessary to implement that law, prescribe the disclosure of interested parties form, and post a copy of the form on the commission’s website. The commission adopted the Certificate of Interested Parties form (Form 1295) on October 5, 2015. The commission also adopted new rules (Chapter 46) on November 30, 2015, to implement the law. The commission does not have any additional authority to enforce or interpret House Bill 1295.

Filing Process:

Staring on January 1, 2016, the commission will make available on its website a new filing application that must be used to file Form 1295. A business entity must use the application to enter the required information on Form 1295 and print a copy of the completed form, which will include a certification of filing that will contain a unique certification number. An authorized agent of the business entity must sign the printed copy of the form and have the form notarized.

The completed Form 1295 with the certification of filing must be filed with the governmental body or state agency with which the business entity is entering into the contract.

The governmental entity or state agency must notify the commission, using the commission’s filing application, of the receipt of the filed Form 1295 with the certification of filing not later than the 30th day after the date the contract binds all parties to the contract. The commission will post the completed Form 1295 to its website within seven business days after receiving notice from the governmental entity or state agency.

Information regarding how to use the filing application will be available on this site starting on January 1, 2016.
https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm Last Revision: February 16, 2016
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Appendix C, DOC # 4
Texas Government Code 2270 Verification Form
House Bill 89 (85R Legislative Session), which adds Chapter 2270 to the Texas Government Code, provides that a governmental entity may not enter into a contract with a company without verification that the contracting vendor does not and will not boycott Israel during the term of the contract.

Furthermore, Senate Bill 252 (85R Legislative Session), which amends Chapter 2252 of the Texas Government Code to add Subchapter F, prohibits contracting with a company engaged in business with Iran, Sudan or a foreign terrorist organization identified on a list prepared by the Texas Comptroller.

I, Scott Zintz , as an authorized
representative of
EPIC Business Essentials , a contractor
engaged by
Insert Name of Company
Region 4 Education Service Center, 7145 West Tidwell Road, Houston, TX 77092, verify by this writing that the above-named company affirms that it (1) does not boycott Israel; and (2) will not boycott Israel during the term of this contract, or any contract with the above-named Texas governmental entity in the future.

Also, our company is not listed on and we do not do business with companies that are on the Texas Comptroller of Public Accounts list of Designated Foreign Terrorists Organizations found at https://comptroller.texas.gov/purchasing/docs/foreign-terrorist.pdf.

I further affirm that if our company's position on this issue is reversed and this affirmation is no longer valid, that the above-named Texas governmental entity will be notified in writing within one (1) business day and we understand that our company's failure to affirm and comply with the requirements of Texas Government Code 2270 et seq. shall be grounds for immediate contract termination without penalty to the above-named Texas governmental entity.

I swear and affirm that the above is true and correct.

January 23, 2019
Signature of Named Authorized Company Representative Date Form Revised 10/27/201
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Tab 7 – National IPA Response to a National Program (Appendix D, Exhibits A, F and G)

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Appendix D
Requirements for National Cooperative Contract
To be Administered by
OMNIA Partners
The following documents are used in evaluating and administering national cooperative contracts and are included for Supplier’s review and response.

OMNIA Partners Exhibit A – RESPONSE FOR NATIONAL COOPERATIVE CONTRACT OMNIA Partners Exhibit B – ADMINISTRATION AGREEMENT, EXAMPLE OMNIA Partners Exhibit C – MASTER INTERGOVERNMENTAL COOPERATIVE PURCHASING

AGREEMENT, EXAMPLE
OMNIA Partners Exhibit D – PRINCIPAL PROCUREMENT AGENCY CERTIFICATE, EXAMPLE OMNIA Partners Exhibit E – CONTRACT SALES REPORTING TEMPLATE OMNIA Partners Exhibit F – FEDERAL FUNDS CERTIFICATIONS OMNIA Partners Exhibit G – NEW JERSEY BUSINESS COMPLIANCE OMNIA Partners Exhibit H – ADVERTISING COMPLIANCE REQUIREMENT 1770

OMNIA PARTNERS EXHIBITS

EXHIBIT A- RESPONSE FOR NATIONAL COOPERATIVE CONTRACT

1.0 Scope of National Cooperative Contract
Capitalized terms not otherwise defined herein shall have the meanings given to them in the Master Agreement or in the Administration Agreement between Supplier and OMNIA Partners.

1.1 Requirement
REGION 4 ESC (hereinafter defined and referred to as “Principal Procurement Agency”), on behalf of itself and the National Intergovernmental Purchasing Alliance Company, a Delaware corporation d/b/a OMNIA Partners Public Sector (“OMNIA Partners”), is requesting proposals for office supplies, related products and services.

The intent of this Request for Proposal is any contract between Principal Procurement Agency and Supplier resulting from this Request for Proposal (“Master Agreement”) be made available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing program. The Principal Procurement Agency has executed a Principal Procurement Agency Certificate with OMNIA Partners, an example of which is included as Exhibit D, and has agreed to pursue the Master Agreement. Use of the Master Agreement by any Public Agency is preceded by their registration with OMNIA Partners as a Participating Public Agency in OMNIA Partners’ cooperative purchasing program. Registration with OMNIA Partners as a Participating Public Agency is accomplished by Public Agencies entering into a Master Intergovernmental Cooperative Purchasing Agreement, an example of which is attached as Exhibit C. The terms and pricing established in the resulting Master Agreement between the Supplier and the Principal Procurement Agency will be the same as that available to Participating Public Agencies through OMNIA Partners.

All transactions, purchase orders, invoices, payments etc., will occur directly between the Supplier and each Participating Public Agency individually, and neither OMNIA Partners, any Principal Procurement Agency nor any Participating Public Agency, including their respective agents, directors, employees or representatives, shall be liable to Supplier for any acts, liabilities, damages, etc., incurred by any other Participating Public Agency. Supplier is responsible for knowing the tax laws in each state.

This Exhibit A defines the expectations for qualifying Suppliers based on OMNIA Partners’ requirements to market the resulting Master Agreement nationally to Public Agencies. Each section in this Exhibit A refers to the capabilities, requirements, obligations, and prohibitions of competing Suppliers on a national level in order to serve Participating Public Agencies through OMNIA Partners.

These requirements are incorporated into and are considered an integral part of this RFP. OMNIA Partners reserves the right to determine whether or not to make the Master Agreement awarded by the Principal Procurement Agency available to Participating Public Agencies, in its sole and absolute discretion, and any party submitting a response to this RFP acknowledges that any award by the Principal 1771

OMNIA PARTNERS COMPANY EXHIBITS

EXHIBIT A- RESPONSE FOR NATIONAL COOPERATIVE CONTRACT
Procurement Agency does not obligate OMNIA Partners to make the Master Agreement available to Participating Procurement Agencies.

1.2 Marketing, Sales and Administrative Support
During the term of the Master Agreement OMNIA Partners intends to provide marketing, sales and administrative support for Supplier pursuant to this section that directly promotes the Supplier’s products and services to Participating Public Agencies through multiple channels, each designed to promote specific products and services to Public Agencies on a national basis.

The OMNIA Partners marketing team will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through channels that may include:

A. Marketing collateral (print, electronic, email, presentations) B. Website
C. Trade shows/conferences/meetings
D. Advertising
E. Social Media
The OMNIA Partners sales teams will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through initiatives that may include:

A. Individual sales calls
B. Joint sales calls
C. Communications/customer service
D. Training sessions for Public Agency teams
E. Training sessions for Supplier teams
The OMNIA Partners contracting teams may work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through:

A. Serving as the subject matter expert for questions regarding joint powers authority and state statutes and regulations for cooperative purchasing B. Training sessions for Public Agency teams
C. Training sessions for Supplier teams
D. Regular business reviews to monitor program success
E. General contract administration
Suppliers are required to pay an administrative fee of 3% of the greater of the Contract Sales under the Master Agreement and Guaranteed Contract Sales under this Request for Proposal. Supplier will be required to execute the OMNIA Partners Administration Agreement (Exhibit B).
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OMNIA PARTNERS EXHIBITS

EXHIBIT A- RESPONSE FOR NATIONAL COOPERATIVE CONTRACT

1.3 Estimated Volume
The dollar volume purchased under the Master Agreement is estimated to be approximately $500M annually. While no minimum volume is guaranteed to Supplier, the estimated annual volume is projected based on the current annual volumes among the Principal Procurement Agency, other Participating Public Agencies that are anticipated to utilize the resulting Master Agreement to be made available to them through OMNIA Partners, and volume growth into other Public Agencies through a coordinated marketing approach between Supplier and OMNIA Partners.

1.4 Award Basis
The basis of any contract award resulting from this RFP made by Principal Procurement Agency will, at OMNIA Partners option, be the basis of award on a national level through OMNIA Partners. If multiple Suppliers are awarded by Principal Procurement Agency under the Master Agreement, those same Suppliers will be required to extend the Master Agreement to Participating Public Agencies through OMNIA Partners. Utilization of the Master Agreement by Participating Public Agencies will be at the discretion of the individual Participating Public Agency. Certain terms of the Master Agreement specifically applicable to the Principal Procurement Agency are subject to modification for each Participating Public Agency as Supplier, such Participating Public Agency and OMNIA Partners shall agree. Participating Agencies may request to enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in the Master Agreement (i.e. invoice requirements, order requirements, specialized delivery, diversity requirements such as minority and woman owned businesses, historically underutilized business, governing law, etc.). It shall be the responsibility of the Supplier to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the Participating Agency. It shall further be the responsibility of the Supplier to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of this contract and adjust wage rates accordingly. Any supplemental agreement developed as a result of the Master Agreement is exclusively between the Participating Agency and the Supplier (Contract Sales are reported to OMNIA Partners).

1.5 Objectives of Cooperative Program
This RFP is intended to achieve the following objectives regarding availability through OMNIA Partners’ cooperative program:

A. Provide a comprehensive competitively solicited and awarded national agreement offering the Products covered by this solicitation to Participating Public Agencies; B. Establish the Master Agreement as the Supplier’s primary go to market strategy to Public Agencies nationwide;
C. Achieve cost savings for Supplier and Public Agencies through a single solicitation process that will reduce the Supplier’s need to respond to multiple solicitations and Public Agencies need to conduct their own solicitation process; D. Combine the aggregate purchasing volumes of Participating Public Agencies to achieve cost effective pricing.
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OMNIA PARTNERS EXHIBITS

EXHIBIT A- RESPONSE FOR NATIONAL COOPERATIVE CONTRACT

2.0 Representations and Covenants
As a condition to Supplier entering into the Master Agreement, which would be available to all Public Agencies, Supplier must make certain representations, warranties and covenants to both the Principal Procurement Agency and OMNIA Partners designed to ensure the success of the Master Agreement for all Participating Public Agencies as well as the Supplier.

2.1 Corporate Commitment
Supplier commits that (1) the Master Agreement has received all necessary corporate authorizations and support of the Supplier’s executive management, (2) the Master Agreement is Supplier's primary “go to market” strategy for Public Agencies, (3) the Master Agreement will be promoted to all Public Agencies, including any existing customers, and Supplier will transition existing customers, upon their request, to the Master Agreement, and (4) that the Supplier has read and agrees to the terms and conditions of the Administration Agreement with OMNIA Partners and will execute such agreement concurrent with and as a condition of its execution of the Master Agreement with the Principal Procurement Agency. Supplier will identify an executive corporate sponsor and a separate national account manager within the RFP response that will be responsible for the overall management of the Master Agreement.

2.2 Pricing Commitment
Supplier commits the not-to-exceed pricing provided under the Master Agreement pricing is its lowest available (net to buyer) to Public Agencies nationwide and further commits that if a Participating Public Agency is eligible for lower pricing through a national, state, regional or local or cooperative contract, the Supplier will match such lower pricing to that Participating Public Agency under the Master Agreement.

2.3 Sales Commitment
Supplier commits to aggressively market the Master Agreement as its go to market strategy in this defined sector and that its sales force will be trained, engaged and committed to offering the Master Agreement to Public Agencies through OMNIA Partners nationwide. Supplier commits that all Master Agreement sales will be accurately and timely reported to OMNIA Partners in accordance with the OMNIA Partners Administration Agreement. Supplier also commits its sales force will be compensated, including sales incentives, for sales to Public Agencies under the Master Agreement in a consistent or better manner compared to sales to Public Agencies if the Supplier were not awarded the Master Agreement.

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3.0 SUPPLIER RESPONSE
Supplier must supply the following information in order for the Principal Procurement Agency to determine Supplier’s qualifications to extend the resulting Master Agreement to Participating Public Agencies through OMNIA Partners.

3.1 Company
A. Brief history and description of Supplier.

EPIC Business Essentials was formed on August 10, 2015, from the National Accounts Division of Independent Suppliers Group (ISG), and the Point Nationwide ordering platform created by TriMega Purchasing Association. As America’s largest office supply cooperatives, the joint venture of these two groups positioned EPIC Business Essentials at the nexus of a network of thousands of independent dealers across the country, a world class eCommerce platform and even greater customer support.

Our Parent Organizations
Independent Suppliers Group is a unique, dealer owned, value-added, non-profit cooperative that has the capacity to provide office supply, janitorial, sanitation, office furniture, information technology and print services across the nation. As a certified non-profit cooperative, ISG can reduce costs and utilize an expansive nationwide dealer network to provide a locally based, personal customer service experience.

TriMega Purchasing Association is a non-profit member-owned cooperative focused on the success of our independent dealer-members. Dedicated to the business of office products, computer supplies, and office furniture, TriMega's 590 member companies each range in annual sales from $1M to over $100 million.

Successes
EPIC Business Essentials has flourished since its creation, winning dozens of national contracts for its members including federal, public sector, healthcare and commercial contracts. EPIC has diversified as well, expanding the utility and reach of its OrderPoint ordering platform, and offering numerous programs including, Maintenance, Repair and Operations (MRO), Energy Solutions, Managed Print Services (MPS), Furniture and Janitorial. EPIC Business Essentials truly has all your business needs.

B. Total number and location of sales persons employed by Supplier.

EPIC Business Essentials has a network of over 1,200 independent dealer members, with over 1,600 locations and more than 5,000 sales representatives.

EPIC Business Essentials acts as a sales accelerator for the independent dealer community and as such works to engage, certify and train these independent dealers, and their sales teams, on how to properly present and sell the OMNIA Partners/ Region 4 ESC program to public agencies in their markets. While these sales reps are not technically “employed” by EPIC, they are highly motivated to grow their business, and are led by EPIC’s Managing Director Scott Zintz, National Sales Manager Toby Tobin, and Sales and Marketing Coordinator Jackson Carpenter.
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We at EPIC have taken the initiative to increase the number of trained and certified sales reps within our dealer network in order to significantly grow our current sales with Region 4 ESC/OMNIA Partners. We have invested in revamping our sales and marketing training programs, hired a Sales & Marketing Coordinator, purchased a lead generation program (GovSpend), as well as expanding our current inside sales program. We feel that these investments will be the key for consistent and sustained growth, should we be awarded a new agreement.

C. Number and location of support centers (if applicable) and location of corporate office.

EPIC Business Essentials works with both major industry wholesalers (Essendant and SP Richards) which offer 60 distribution centers across the nation. Combining these major distribution centers with our 1,200+ independent dealer members and their 1,600 service locations allows us to easily deliver across the entire nation. Remote areas where we may not have a local dealer, would be handled via a drop ship program for guaranteed next day delivery.

EPIC Business Essentials corporate office
5600 N River Road
Suite 700
Rosemont, IL 60018
D. Annual sales for the three previous fiscal years.
2016: $3.7 Billion
2017: $3.85 Billion
2018: $3.78 Billion
The above sales figures are based on the combined sales of Independent Suppliers Group and TriMega Purchasing Association (our parent organizations) and the independent dealers within our network.

E. Submit FEIN and Dunn & Bradstreet report.

EPIC Business Essentials FEIN: 27-2484416
See the following Dunn & Bradstreet report for EPIC Business Essentials.

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F. Describe any green or environmental initiatives or policies.

Company Sustainability
EPIC Business Essentials, as a dealer-owned value-added cooperative, is by nature a “green” organization united with dealers across the United States in working to minimize our collective carbon footprint by reducing transportation costs, structural footprints, paper usage and consumables. Our operations are leaner and more efficient than our big box competitors with their large retail-store footprints and national distribution and warehouse networks. We are truly a “Buy Local” office supply provider, promoting a practical and socially sustainable business model within the local economies we serve.

EPIC Business Essentials is the only organization in the Independent Dealer Channel to include, on staff, a full time Sustainability Coordinator (Jackson Carpenter) to directly manage EPIC Business Essentials’ green program(s), organizational sustainability efforts, and directly assist our dealers and customers in their eco-initiatives. Jackson leads the EPIC Business Essentials “Green Team” and lends his expertise to our National Account customers in developing and maintaining their sustainability programs and initiatives. We were recently awarded the Environmental Excellence award from one of our largest customers, Fairfax County Government in Virginia.

Company Social Responsibility Initiatives
Our Sustainability Coordinator manages our corporate Green Team and launches new programs and initiatives incorporating our network of over 1,200 independent dealers across the country. He works to create green sales strategies and consultative programs for our customers to assist them in becoming more efficient and sustainable entities over all. Examples of recent internal programs include energy audits, waste stream audits, toner/e-waste recycling, promoting compatible toners and recycled paper for our copiers, eliminating Styrofoam and other non-recyclable items from our office and replacing with reusables, and the switch to green first ordering practices. Jackson has also created a unique and innovative new program for EPIC Business Essentials and our members to offer truly carbon neutral local deliveries through a third-party affiliation, as well as a groundbreaking new initiative to offer direct sales of carbon-neutral electricity.

Practices, Programs and Certifications
EPIC Business Essentials will work with the OMNIA team and any interested participating members to create and implement a comprehensive Green Business Certification program that will not only contribute to the sustainability needs of our planet but will also increase productivity and cost savings, while decreasing members’ carbon footprints.

The proposed EPIC Business Essentials Green Business Certification would culminate in an objective third-party assessment of the sustainability achievements of participating members, acceptance of a participating member as part of a recognized nationwide third-party sustainability initiative and ongoing promotion as a green organization. Members will be shepherded by EPIC Business Essentials in sustainability systems design, green benchmark achievement and internal protocols prior to certification, while third-party assessment will ensure a gold standard of environmental business policy. 1788
Aware that not all businesses seek a comprehensive sustainability overhaul and certification, EPIC Business Essentials encourages its members to pursue individualized green initiatives that target their specific goals and business practices. EPIC Business Essentials offers extensive training in green practices, products, design and implementation, as well as written and video tutorials to help guide departments and members to greener office practices. Guidance and expertise incorporate specific sustainability-related activities including, but not limited to:
• Outreach
- How & why to create office Green Teams
- Benchmarking of current organizational green levels
- Staff engagement and green education practices
• Operations
- Identification and implementation of energy management, waste management, and a complete recycling program
- Implemented recycling program to meet and exceed requirements - Procurement of carbon-neutral electricity
• Purchasing
- Detailed analysis of current purchasing behavior
- Suggested alternate green products analysis report including cost differential/savings and advantages of green product migration - Comparative analysis with other large public agencies, including details of achieved cost savings within these similar agencies - Identification of eco-friendly green products within the EPIC Business Essentials eCommerce ordering platform
EPIC Business Essentials presents participating Public Agencies with a Rebate Value Add option that has the secondary function of reducing the agencies’ carbon footprint. EPIC Business Essentials will offer a special Point of Sale rebate program to agencies that purchase more than $25,000 annually and choose our Optimized Delivery program. When Public Agencies choose Optimized Delivery, they opt out of EPIC Business Essentials’ traditionally mandated daily next day deliveries on all products and services, instead allowing for consolidated delivery during one (1) or two (2) days per week. Participating Public Agencies reduce the number of deliveries along with their carbon footprint.

Additionally, Green Teams at our certified local member dealer locations will proactively review transportation routes and adjust these accordingly in order to minimize idle times and lower carbon emissions to improve sustainability benchmarks as they pertain to OMNIA Partners members.

Green Products
The EPIC Business Essentials office products contract as proposed to OMNIA Partners includes over 10,000 green items available for purchase. These items cover all main categories of general office supplies, ink/toner and copy paper. We also offer a new program involving facilities products such as green cleaning supplies, green and low emission furniture and LED lighting among others. These products work within member offices to create cost savings, healthier environments and reduced energy consumption.
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Upon contract award to EPIC Business Essentials by OMNIA Partners, the contract item file catalog will be uploaded to our eCommerce platform where these eco-friendly green items will be identified via a readily identifiable “green” symbol signifying that they fall into at least one of the following sustainability categories:
energy efficient items, compostable or biodegradable items, recycled items, nontoxic items, reusable or refillable items, and/or low chemical or particle emission items.

As a matter of general practice, EPIC Business Essentials can work with the OMNIA Partners team and members to promote company-wide eco-initiatives through the education and promotion of green product purchases, along with actively providing green alternatives to current and future purchased items. This can be achieved through the use of our comprehensive evaluation tools, developed and overseen by our Green Team. EPIC Business Essentials can provide an accurate analysis of currently purchased items and comparison to the green product alternatives to show the cost saving advantage to OMNIA Partners through the utilization of green products.

Sustainability Metrics and Compliance
The mission of EPIC Business Essentials is to promote sustainability as a cornerstone of business success. We recognize that sustainability is not an end result, but a continual process of improvement toward the goals of reducing our impact on the natural environment, engaging with our stakeholder communities, and promoting increased business profitability. Our aim is to go beyond compliance by establishing stretch goals surrounding our office and warehouse operations, delivery fleet, supply chain, green product offerings, sustainability education and social outreach programs.

In order to ensure and measure success of our sustainability policy and initiatives, we maintain constant communication with all of our stakeholders including our customers, our EPIC Business Essentials members, our communities, our employees, our competition, and sustainability advocate groups and organizations. We strive to always be a step ahead of the market, and proactively create programs to exceed the expectations of our stakeholders. We employ a systems thinking methodology in our efforts, bringing all thoughts and opinions to the table to innovate programs that make sense, and to transform the triple bottom line of businesses. These efforts are led by our Sustainability Coordinator, working in tandem with the Sustainability Committee of EPIC Business Essentials members.

G. Describe any diversity programs or partner’s supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement.

Indicate how, if at all, pricing changes when using the diversity program.

EPIC Business Essentials has over 1,200 independent dealer members with 1,600 locations across the United States who are mostly certified small businesses, including those who are certified as 8a Certified, HUB Zone Small, Service-Disabled Veteran-Owned Small, Veteran-Owned Small Business, Women Owned and Minority Owned businesses to provide personalized service to OMNIA Partners and members under the Master Agreement.

These businesses form the basis of the EPIC Business Essentials cooperative, making diversity the cornerstone of our business practice. We do not need a 1790
separate diversity program because our cooperative already makes us diverse, and as such, is offered without an additional cost, at the submitted contract pricing.

If a participating agency needs or would like to pursue Tier 1 or Tier 2 credits, EPIC Business Essentials will work directly with the agency and our dealer member network as part of our OMNIA Partners Master Agreement. We offer the ability to have our local diversity partners directly bill and manage members under the master agreement, in order to achieve Tier 1 credit. This is a solution that EPIC Business Essentials offers without an additional cost, at the submitted contract pricing. EPIC Business Essentials regularly audits these additional arrangements to ensure contract compliance on all terms and pricing proposed herein. This is truly a differentiator for EPIC Business Essentials in the industry.

Often times, Big Box suppliers will put restrictions on diversity partnership based on sales volume, and will only offer these programs with higher pricing to the agency. That is not the case with us, and we find many public agencies across the nation eager to partner with us for that reason.

H. Describe any historically underutilized business certifications supplier holds and the certifying agency. This may include business enterprises such as minority and women owned, small or disadvantaged, disable veterans, etc.

EPIC Business Essentials is itself a certified small business, and has over 1,200 independent dealer members with 1,600 locations across the United States who are all small businesses, including those who are certified as 8a Certified, HUB Zone Small, Service-Disabled Veteran-Owned Small, Veteran-Owned Small Business, 250 Women Owned and 110 Minority Owned businesses to provide personalized service to OMNIA Partners members.

I. Describe how supplier differentiates itself from its competitors.

EPIC Business Essentials, as a value-added cooperative of over 1,200 independent office supply dealers across the nation, occupies a unique position in the office supply industry. We are able to simultaneously offer nationwide best pricing and the service and attention to detail of local, community-focused dealers.

EPIC Business Essentials bridges the gap between local relationships and national buying power, between community growth and nationwide access, between the people you know and trust and the services you depend on.

As a cooperative of independent dealers, our very existence supports the local communities of our members, making EPIC Business Essentials the furthest thing from a big-box megastore. Our dealer members include businesses owned by individuals that reflect the varied faces of America: Service-Disabled, VeteranOwned, Women-Owned and Minority-Owned businesses, as well as HUB Zone Small businesses. Wherever a customer lives, chances are that EPIC Business Essentials has a member in their area, upholding their community and values, and working hard to keep their community healthy.

Our members set us apart from the megastores as well. Built of a network of local dealers, EPIC Business Essentials is able to provide the customer service due to friends and neighbors, not faceless electronic accounts. We go the extra mile for our customers because they belong to our own communities. The relationships we build with our customers last for decades.
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Our members already receive extensive and thoroughgoing sales training and certification on how to properly present and sell the OMNIA Partners / Region 4 ESC program to public agencies in their markets, leveraging their existing relationships and close community ties. Sales are personal for our members, and their engagement outshines the megastores at every turn. Through our existing Region 4 ESC contract, EPIC Business Essentials has implemented a new and more aggressive sales strategy inspired by embracing our Sales Accelerator mentality. Our dealer members will receive comprehensive and personalized support from within the EPIC Business Essentials organization to ensure that they reach OMNIA Partners / Region 4 ESC stretch sales goals, along with tailored marketing, lead generation and sales mentoring.

J. Describe any present or past litigation, bankruptcy or reorganization involving supplier
EPIC Business Essentials does not have any present or past litigation, bankruptcy or reorganization.

K. Felony Conviction Notice: Indicate if the supplier
a. is a publicly held corporation and this reporting requirement is not applicable;
b. is not owned or operated by anyone who has been convicted of a felony; or
c. is owned or operated by and individual(s) who has been convicted of a felony and provide the names and convictions.

EPIC Business Essentials is not owned or operated by anyone who has been convicted of a felony; option b listed above.

L. Describe any debarment or suspension actions taken against supplier EPIC Business Essentials has never had, nor currently has any debarment or suspension actions taken against the company.

3.2 Distribution, Logistics
A. Describe the full line of products and services offered by supplier.

EPIC Business Essentials and our dealer members have over 100 years of experience in providing customized solutions to our customers, including the following categories:
 Office Supplies including copy paper, ink/toner and general supplies  Office Furniture
 Managed Print Services
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 Energy Procurement
 LED Lighting and Other Energy Efficiency Products
 Coffee and Breakroom Services
 Office Equipment and Technology
 Promotional Products and Advertising Items
 Copy and Print Services
 Document Management
 Janitorial and Cleaning Supplies
 School Supplies
B. Describe how supplier proposes to distribute the products/service nationwide.

Include any states where products and services will not be offered under the Master Agreement, including U.S. Territories and Outlying Areas.

EPIC Business Essentials has national distribution via our 60+ regional distribution centers, 1,200 independent dealer members, and their 1,600 locations nationwide. We have been delivering nationwide, including to all 50 states, US Territories and Outlying areas for over a decade now including via our current Region 4 ESC / OMNIA Partners agreement. In the event that we do not have a delivery location able to make local last mile delivery to support this agreement, we utilize our inside sales team with nationwide next day drop ship capabilities (within the 48 continental states).

C. Identify all other companies that will be involved in processing, handling or shipping the products/service to the end user.

EPIC Business Essentials dealer members and our 60+ regional distribution centers (shown below in Section 3.2 Logistics and Distribution, Item D) will be involved in processing, handling or shipping the products/service to the end user.

See our full list of locations below:

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Arctic Office Products 100 W Fireweed Ln Anchorage AK
Capital Office Systems 1120 E 35th Ave Anchorage AK
Northern Office Supply 8160 Greenwood St Anchorage AK
The Paper Spot 10002 Crazy Horse Dr Juneau AK
Tongass Business Center 618 Dock Ketchikan AK
Walker Business Machines 4 W Court Sq Andalusia AL
American Business Supply & Service 1 W Park Dr Birmingham AL Bruce Office Supply 2625 2nd Ave N Birmingham AL
Church & Stagg 917 2nd Ave Birmingham AL
Dixie Data Business Products 3231 11th Ave North Birmingham AL Strickland Companies 481 Republic Cir Birmingham AL
Florida Microfilm Corp. 6594 U.S Hwy 231 S Dothan AL
Hudson Office Supply 2401 N Range St Dothan AL
U.S. Business Products PO BoX9172 Dothan AL
Printers & Stationers, Inc. 113 N Court St Florence AL
OEC Office Plus 104 E I-65 Service Rd. N Mobile AL
Office Solutions & Innovations 776A Lakeside Dr Mobile AL Berney Office Solutions 10690 John Knight Close Montgomery AL Wilson & Wilson, Inc. PO BoX230454 Montgomery AL
One Source Office Products 2709 10th Street Northport AL Alabama Office Supply Co 201 S 8th St Opelika AL
Berry and Dunn Office Equipment 125 E Laurel St Scottsboro AL Brannon's Inc. 144 E St N Talladega AL
Afflink 1400 Afflink Pl Tuscaloosa AL
Kyle Office Solutions 1020 21 Ave Tuscaloosa AL
Red Rhino Office Supplies 5427 Anna Ln Tuscaloosa AL
Tuscaloosa Office Pr. & Sup. 612 Greensboro Ave Tuscaloosa AL Schwegman's Office Supply 308 E Main St. Batesville AR
Dan Cook's Office Products 112 Garden Oaks Dr SW Camden AR Coleman's Office & School Prod PO BoX1120 Conway AR
El Dorado Printing&Stationery 332 S Washington El Dorado AR Government Supply Services, LLC 1015 NW Ave, Ste 360 El Dorado AR Allied Corporate Furniture 3606 E Highland Dr Jonesboro AR Pettus Office Products 2 Freeway Dr Little Rock AR
Settle Office Products Inc 4412 MacArthur Dr N Little Rock AR South Arkansas Business Solutions 3801 Camden Rd, Ste 23 Pine Bluff AR Alaska Education and Recreational 3535 N Pleaant View Dr Prescott Valley AR Burris, Inc. 113 S. Arkansas Avenue Russellville AR
Arkansas Office Products 5624 Commerce Ct. Sherwood AR
Bell Office Supply 815 S Mt. Olive Siloam Springs AR
The Paper Clip PO BoX1237 Siloam Springs AR
New Legacy Business Products / Office 920 71 Plaza Ct. #A Springdale AR Swaim Office Products 13 S 12th St Van Buren AR
Stuart's of El Dorado, Inc. 109 Brent Rd Ste A West Monroe AR EVOS 3265 N Delaware St. Chandler AZ
Northern Office Products & Office 793 S Cold Water Ln Dewey AZ M.L. & H Computer Services 390 N BRd St Globe AZ
Office Express 274 Glance St Globe AZ
Lofgreen's Office Products 535 West Iron Avenue #112 Mesa AZ Canyon Computer Supplies 1509 E Washington St Phoenix AZ GOS Products for Business 11226 N 23rd Ave, Ste 102 Phoenix AZ IQ Total Source 5055 E Washington Ste 220 Phoenix AZ
Specialized Office System 19235 N Cave Creek RD Phoenix AZ OPACS Inc. PO BoX14635 Scottsdale AZ
Baker's Office City 601 E Old Linden Rd Show Low AZ
Office Smart 247 S 7th St Sierra Vista AZ
Wist 311 107 W Julie Dr Tempe AZ
Gibson's Office Supply 4555 E Broadway Blvd. Tucson AZ
Roadrunner Office Supply 926 W Grant Rd Tucson AZ
Hoppstetter’s Office Products 102 S Main St. Yuma AZ
Alaska - 5
Alabama - 22
Arkansas - 17
Arizona - 16
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GCS Supplies 28862 Garnet Hills Ct Agoura CA
Doran Business Products 1173 N Kraemer Blvd Anaheim CA
Walker's Office Supplies 1127 Grass Valley Hwy. Auburn CA Flyods Office Solutions 5300 District Blvd Bakersfield CA O'Leary's Office Products 4550 Easton Dr Bakersfield CA Sag Supplies 2401 E Brundage Ln #B Bakersfield CA
Stinson Stationers 200 Sonora Street Bakersfield CA
Alko Office Supply 2225 Shattuck Ave. Berkeley CA
The Office Point 9200 W Olympic Blvd Ste 104 Beverly Hills CA CIPAC Comercializadora 413 Rood Rd, Bldg C, Ste 8 Calexico CA Clip's Mart Inc 233 Pauline Ave #7777 Calexico CA
Ponderosa Office Supply 850 Calle Plano, #B Camarillo CA Modern Data Products 22122 Sherman Way, Ste 209 Canoga Park CA Modern Imaging Solutions 22122 Sherman Way, Ste 209 Canoga Park CA Office Xpress, Inc. 7705 Alabama Ave Canoga Park CA
Treibles Office Products, Inc. 2743 Castro Valley Blvd Castro Valley CA Complete Office CA 12724 Moore St Cerritos CA
American Office Products 10030 Remmet Ave Chatsworth CA A'N B Stationery, Inc. 20755 Plummer St Chatsworth CA
JB Office 9301 Jordan Ave #106 Chatsworth CA
JD Office Products 9612 Owensmouth Ave Chatsworth CA
West Coast Business Products 9749 Independence Ave Chatsworth CA Elgin School Supply Co., Inc. 260 Ryan Ave Chico CA
Purchasers Choice 13841 Roswell Ave, Ste J Chino CA
CDS Office Products 3590-A Cadillac Ave Costa Mesa CA
Mazer Total Medical Supply 727 S Midhurst Dr Covina CA
Central Valley Office Supply 905 Main St Delano CA
Source One Office Products 9830 S Norwalk Blvd Downey CA Office Supply Co. 569 W Main St El Centro CA
Glennie's Office Products 410 W Fifth Ave Escondido CA
Office Source 360 1321 E Marinette Ave Exeter CA
Angels Office Supply 744 W Whitesbridge Ave Fresno CA
Drumright's Office Supply 1945 N Fine, #105 Fresno CA
Executive Business Products 3462 W Holland Ave Fresno CA All States Office City, Inc. PO BoX10368 Glendale CA
Economy Office Supply Co 1725 Gardena Ave Glendale CA
T.H.E. Office City 3167 Corporate Pl Hayward CA
The Office Spot 545 Dry Creek Rd. Healdsburg CA
Radston's Office Supply 675 Alfred Nobel Dr Hercules CA Gorilla Stationers LLC 15165 Triton Ln Huntington Beach CA Newport Stationers 17681 Mitchell North Irvine CA
Reliable Office Solutions-Irvine 16872-A Hale Ave Irvine CA Southwest School & Office Supply 3790 De Forest Circle Jurupa Valley CA Monster Technology LLC 15342 Hawthorne Blvd #302 Lawndale CA SB Office Supplies 3266 Cherry Ave Long Beach CA
World Trade Office Supplies In One World Trade Ctr#193 Long Beach CA Business Products Distributors 10571 Calle Lee,Ste 147 Los Alamitos CA Bluebird Office Supplies 2110 Pontius Ave Los Angeles CA Business Products Unusual 915 Venice Blvd Los Angeles CA Digital Buyer 155 W Washington Blvd, Los Angeles CA
Star Office Supplies 5200 W 104th St Los Angeles CA
TAJ Office & School Supply 11410 Long Beach Blvd Lynwood CA Divine Imaging, Inc. 21323 Pacific Coast Hwy Malibu CA
One Stop Office Products 4968 Joe Howard St Ste C Mariposa CA Central Sanitary Supply 416 N 9th St Modesto CA
Warden's Office Products 1415 J St Modesto CA
Value Business Products 16175 Monterey Rd Morgan Hill CA Competitive Advantage Group 41775 Elm St, Unit 403 Murrieta CA Warehouse Office & Paper Products 11131 B Vanowen St North Hollywood CA Blaisdell's Business Products 474 Roland Way Oakland CA Give Something Back 7730 Pardee Ln Oakland CA
Discount Warehouse 1070 N Batavia St Ste B Orange CA
Garza Industries, Inc. 1870 N Glassell St Orange CA
Lindy Office Products 1247 W Grove Ave Orange CA
Let Locker dba Keokit 855 El Camino Real Ste 13A- Palo Alto CA Federal One Supplies 9253 1/2 Cedros Ave Panorama City CA Federal One Supplies 9253 1/2 Cedros Ave Panorama City CA California - 134
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Supplymates 40 N. Altadena Drive, Ste. 206 Pasadena CA
Fishman Supply Company 1345 Industrial Ave Petaluma CA
Office Industries 600-AS Jefferson Placentia CA
TonerImaging PO BoX12166 Pleasanton CA
Inland Office Products Co. 302 Hershey St. Pomona CA
Office Advantage 12556 Kirkham Ct, Ste 1 Poway CA
San Diego Office Supply, LLC 12556 Kirkham Ct. Poway CA Navyone.com 12556 Kirkham Ct Ste 1 Poway CA
Forest Stationers 531 Main St Quincy CA
Express Office Products, Inc. 11431 Sunrise Gold Cir Ste D Rancho Cordova CA DAISY IT Supplies, Sales & Svc 8575 Red Oak Ave Rancho Cucamonga CA Kivley's Office Supply 4564 Mountain Lakes Blvd. Redding CA Reliable Office Solutions 3570 14th St, Riverside Riverside CA Reliable Office Solutions 3570 14th St Riverside CA
Burketts Office Supply 8520 Younger Creek Dr Sacramento CA Golden State Office Solutions 3050 Fite Cir Sacramento CA River City Office Supply 1230 T St Sacramento CA
Sierra Office Supply & Printing 9950 Horn Rd. Sacramento CA J.R. Freeman Office Products 123 S D St San Bernardino CA Buy Smart LLC 525 B St Ste 1500 San Diego CA
Clary Business Machines 6224 Ferris Sq Ste C San Diego CA Coronado Distribution Co Inc 8653 Avenida Costa Norte San Diego CA Galaxie Defense Marketing Services 5330 Napa St Ste A San Diego CA Jayko International 4186 Sorrento Valley Blvd #L San Diego CA New Century Technologies Inc. 4290 Kendall St San Diego CA San Diego Office Supply 12556 Kirkham Ct. San Diego CA
Veteran Logistics 3611 Dalbergia St. San Diego CA
AAA Business Supplies & Interiors 325 Mendell St San Francisco CA Patrick & Co. 110 Minna St. San Francisco CA
MBA Office Supply, Inc. 1554 Montague Expy San Jose CA
Mission Office Products 3621 Sacramento Dr., B San Luis Obispo CA Cole Office Supply 1245 A Stone Dr San Marcos CA
Source Rite 549 Echo Ln San Marcos CA
A-1 Office Concepts 793 W Channel St San Pedro CA
American Warehouse 1513 W Alton Ave Santa Ana CA
Federal Office Supplies, Inc. 1404 D So. Ritchey St Santa Ana CA Palace Art & Office Supply 2606 Chanticleer Ave Santa Cruz CA Pacific Office Products 14946 Shoemaker Ave Ste K Santa Fe Springs CA Power Office Products 12015 Slauson Ave, Ste G Santa Fe Springs CA Avalon Investments 4528 Bennett View Dr Santa Rosa CA
Curry's Discount Inc 401 Olive St Santa Rosa CA
Arnold's Office Products 10439 Prospect Ave. Santee CA
Able Advanced Technologies 2205 First St #104 Simi Valley CA Office Product Solutions 4212 E Los Angeles Ave Simi Valley CA National Office Outlet CA 25876 The Old Rd #284 Stevenson Ranch CA Taber Sales 19011 Rd 196 Strathmore CA
Summit Business Products 8525 Telfair Ave Sun Valley CA Capital Office Products 15840 Monte St, #104 Sylmar CA
Witt's "Everything For The Office" 20437 Brian Way Tehachapi CA Crimson Imaging Supplies 4011 Pacific Coast Highway Torrance CA Government Office Supplies Direct 4011 Pacific Coast Hwy Torrance CA pcRUSH.com 4232 Artesia Blvd Torrance CA
The Office BOSS, Inc. 12177 Business Pk Dr #2 Truckee CA Lowmarkup Inc. 2640 Walnut Ave., Unit F Tustin CA
Mendo-Lake Office Products 203 S Main St Ukiah CA
KTEK Products&Systems,Inc PO BoX5909 Vallejo CA
The Vallejo Stationers 1032 Alabama St Vallejo CA
Harris Office Products 7100 Valjean Ave Van Nuys CA
Office Works 15401 Anacapa Rd. Victorville CA
Quantum Office Products 12180 Ridgecrest Rd #328 Victorville CA Cal Bennetts 615 N Plaza Dr Visalia CA
MMG Technology Group Inc 2251 Del Monte St W Sacramento CA Taylor's Office Supply Co. 440 Main St Watsonville CA
Greenhaven Supply 6430 Variel Ave Ste 109 Woodland Hills CA New Century Imaging 6430 Variel Ave Ste 109 Woodland Hills CA Office Solutions CA 23303 LaPalma Ave Yorba Linda CA
Affordable Office Furniture & Supplies 1100 Garden Hwy. #400 Yuba City CA California - 134
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Sandys Office Supply 630 E Hyman Ave Aspen CO
Piedmont Office Suppliers 3251 Revere St. #200 Aurora CO Quality Office Products 7347 S Revere Pkwy Aurora CO
Arrow Office Equipment 2418 30th St Boulder CO
SameDay Office Supply 7076 S Alton Way, Bldg F Centennial CO Sun Office Products 7347 S Revere Pkwy Centennial CO
Rhino Office Products, Inc. 17 W Las Vegas St Colorado Springs CO Sweet Office Supplies 3110 Century St Colorado Springs CO Total Office Solutions 931 S Tejon St. Colorado Springs CO EON Office 329 11600 E 56th Ave Denver CO
My Office Etc 2550 W Barberry Pl Denver CO
Citron Workspaces 13350 W 43rd Dr Golden CO
Source Office Products 13350 W 43rd Dr Golden CO
Mtn. West Office Products 1649 Main Street Grand Junction CO Printers Paper & More 218 E Denver, Ste B Holyoke CO
Printers Paper & More 800 E Denver St HOLYOKE CO
Gobin's Inc. 615 N Santa Fe Ave Pueblo CO
Journal Office Supply Company 119 N Second St Sterling CO Bardell Printing & Office Supplies 42 Michael St East Haven CT Suburban Stationers, Inc. 693 High St Middletown CT
Consumers Interstate Corp 2 Consumers Ave Norwich CT
Bluebay Office Inc. 4856 Sedgwick St NW Washington DC
Capital Services & Supplies 3125 MLK JR AVE S.E. Washington DC PPremier Suppliers 1020 49th St NE Washington DC
Standard Office Supply 35 Sheridan St NW Washington DC
U.S. Office Solutions 2614 28th St NE Washington DC
America's Office Source 706 Turnbull Ave Ste 305 Altamonte Springs FL COLAMCO, Inc. 224 W Central Pkwy,#1006 Altamonte Springs FL Natural Welness Solutions 7918 Rinehart Dr Boynton Beach FL Keeton's Office Supply Co. 817 Manatee Avenue W Bradenton FL Ernie Morris Enterprises 232 N Main St Bushnell FL
Delfin Trading Co 1204 Flamingo Dr Cape Coral FL
Florida OfficeMart LLC 26986 US Hwy 19 N Clearwater FL
ReStockIt, Inc. 4350 Oakes Rd Ste 512 Davie FL
Capital Office Products 210 Fentress Blvd. Daytona Beach FL Wallenbrock Supply 1870 Boy Scout Rd. Fort Myers FL
Random Source 3400 SW 25 Terrace #A-8 Ft Lauderdale FL
The Office Cart, LLC 1475 Cypress Creek Rd, StE Ft. Lauderdale FL Central Florida Office Plus 10 N.W Sixth St Gainesville FL Supplies Now Inc. 300 Woodlake Blvd #203 Greenacres FL
Diskettes Unlimited Inc. 2131 W 60 St Hialeah FL
Office Express Supply 8005 W 20th Ave. Hialeah FL
Smith Office & Computer Supply 1009 S 21st Ave Hollywood FL Advantage Online Products, LLC 5285 Shad Rd, #400-239 Jacksonville FL CNC Federal Government 1650 Margaret St. Jacksonville FL CNC Federal Supplies 1650 Margaret St. Jacksonville FL
Gator Office Products 11741 Philips Hwy. Jacksonville FL Mac Papers Inc 3300 Phillips Hwy Jacksonville FL
Total Office Products 9452 Philips Hwy., #7 Jacksonville FL GLT Office Plus Business Center 2929 S COMBEE RD Lakeland FL ABC Biz Supply 12864 Biscayne Blvd #133 Miami FL
Colorado - 18
Connecticut - 3
DC - 5
Florida - 50
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Best Office 2461 NW 72nd Ave Miami FL
Best Wholesale Office Products 3563 NW 82nd Ave Miami FL DBZ E-Venture, LLC 15321 S Dixie Hwy Ste 309 Miami FL
Galloway Office Supplies 10201 NW 21st St Miami FL
Workspace Supply Inc 3001 W Hallandale Beach Miramar FL Genco Wholesale OfficeSupplies 2291 J & C Blvd Naples FL Marco Office Supply 220 Industrial Blvd Naples FL
Veytec, Inc. 2418 Silver Star Rd Orlando FL
Wattles Office Supply & Business 110 S 2nd St Palatka FL Leitz Office Products 1119 Florida Ave Panama City FL
Gulf Coast Office Products 6020 Enterprise Dr Pensacola FL Merchants Paper Co. 1800 Barrancas Ave Pensacola FL
BSG Partnership 130 Corridor Rd #2482 Ponte Vedra Beach FL Hustons Office Supplies 3078 Monroe St. Stuart FL
Capitol Supply, Inc. 1000 Sawgrass Corporate Sunrise FL OTS - Office Technology Supplies 1101 Sawgrass Corp. Pkwy. Sunrise FL Elite Office and Business Solutions 501-A Capital Cir SE Tallahassee FL Signature Office Products 668-12 Capital Circle NE Tallahassee FL ApeXOffice Products, Inc. 5209 N Howard Ave Tampa FL
Freedman Office Supply, LLC 5035 W Hillsborough Ave Tampa FL My Office Products 121 Kelsy Ln Tampa FL
Office Product Solutions 6604 Harney Rd. Tampa FL
Sahil Distribution LLC 5002 W Linebaugh Ave Tampa FL
Tylander's Office Solutions 535 24th St West Palm Beach FL Central Florida Data Supply 6801 University Blvd # 9 Winter Park FL Reliable Paper, Inc. 1030 Northpoint Pkwy Acworth GA
Pointer Office Products, LLC 140 Sweetbay Circle Alpharetta GA Thornton Brothers PO Box 80366 Athens GA
Artlite Office Supply Co. 1860 Cheshire Bridge Rd Atlanta GA CWC Office Supplies & Printing 4343 NorthE Expy. Atlanta GA Freeman Forms & Supplies aka 800 Doug Davis Dr Atlanta GA General Paper Goods Co. PO BoX16829 Atlanta GA
Ontimesupplies (M2Commerce) PO BOX888016 Atlanta GA
Peachtree Supplies 1801 Peachtree St. Atlanta GA
WPS Business Products 3417 Oakcliff Rd Atlanta GA
Augusta Office Solutions, LLC PO Box 2662 Augusta GA
Weinberger's Office Supply 2521 Reynolds Ind Blvd Augusta GA Tristate Office Products 1503 E Shotwell St Bainbridge GA Encore Office Products 5215 Palmero Ct Ste 102 Buford GA Malone Office Environments 1345 13th Ave Columbus GA
The Overby Company PO Box 4258 Columbus GA
Alpha Office Products 201 Kelly Mill Rd Cumming GA
One Source Business Products 105 E Morris St Dalton GA
Mustang Computers and Supplies 160 Clairemont Ave Decatur GA Sheffield Office Products, Inc. 3400-B Corporate Way Duluth GA Advanced Office Solutions 2656 White Sulphur Rd Gainesville GA McGarity's Business Products 870 Grove St Gainesville GA School Tools & Office Pro's 2121 Browns Bridge Rd Gainesville GA VIP Office Furniture & Supply 109A Central Avenue Hinesville GA Patriot Office Products 19 Latimer Lane NE Kennesaw GA
Quick Delivery Office Supply 975 Cobb Pl Blvd. #211 Kennesaw GA Loy's Office Supplies 228 Main St La Grange GA
Preferred Office Supply & Printing of 507 E Villanow St. Lafayette GA Nelson Business Products 1775 Spectrum Dr Bldg 2 Ste Lawrenceville GA Wholesale School Supply, Inc. 4425 Business Park Ct SW Lilburn GA Creative Sales / Govt Sales LLC 4547 Knight Rd Macon GA Creative Sales Solutions 4547 Knight Rd. Macon GA
Macon/Greenbar Computer & Office 139 Woodfield Dr Macon GA Federal Supply Depot 1280 Oakbrook Dr Norcross GA
Minton-Jones Company 1280 Oakbrook Dr Norcross GA
Perimeter Office Products, Inc 1705 Corporate Dr. Ste 415 Norcross GA Office Services 1042 Lynes Ave Savannah GA
Total Office Products Service 2740 Cumberland Blvd. Smyrna GA Browns Office Centre 1013 S Main St Sylvania GA
Ponders, Inc. 117 N Madison St Thomasville GA
Rumble's Inc. 1319 W Jackson St Thomasville GA
Southern Office Supplies LLC PO BoX1407 Tifton GA
Frontier Marketing Of Georgia 4947 Lavista Rd Tucker GA Lee Office Equipment Company 201 W Hill Ave Valdosta GA Best Office Solutions 142 S Liberty St Waynesboro GA
Georgia - 45
Florida - 50
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EDP Products Co., Inc. 99-1112 Iwaena St Aiea HI
HSC Office Products 99-1418 Koaha Pl Aiea HI
Conrad Enterprises, Inc 301 Sand Island Access Rd Honolulu HI Maui Chemical & Paper Products 875 Alua St #101 Wailuku HI Office Products Center, Inc. PO BoX127 Carroll IA
Tallgrass Business Resources 218 2nd St Coralville IA
Iowa Illinois Office Solutions 5117A Tremont Ave Davenport IA Koch Brothers, Inc. 325 Grand Ave Des Moines IA
Storey Kenworthy 1333 Ohio St Des Moines IA
Weber Paper Company 4300 Chavenelle Rd Dubuque IA
Iowa Business Suppl 804 S Capitol St. Iowa City IA
McFarland-Swan,Mississippi Vly 24 South 10th Street Keokuk IA The Education Station - NSSEA 700 E Central Ave NE Le Mars IA Rite Price Office Supply, Inc. 214 S Frederick Oelwein IA Greenleys, Corp PO BoX29 Sigourney IA
Office Elements Group 713 Nebraska St SiouXCity IA
Janitors Closet dba Spencer Office 502 Southmoor Dr SW Spencer IA Buena Vista Stationery & Printing 111 E Sixth St Storm Lake IA Triplett Office Essentials 3553 109th St Urbandale IA
Monkeytown 305 1st Ave Vinton IA
Matt Parrott/Storey Kenworthy 514 Bratnober St. Waterloo IA Excel Business Supplies 800 S 19th St West Des Moines IA Office Experts, LLC 5495 W Kendall St. Boise ID
Paper Clips A'Mor 8491 W Elisa St. Boise ID
Interstate Office Supply 3640 N Cederblom St Couer D'Alene ID Office Value Inc. 1300 E Kalispell St. Meridian ID
RDS Technology Solutions dba Office 405 N Greensferry Rd #1704 Post Falls ID Porter's Office Products 1050 N 2nd East Rexburg ID
Gem State Paper and Supply 1801 Highland Ave E Twin Falls ID Harvey's Office Plus 1860 Kimberly Rd. Twin Falls ID
Royal Office Products 8 W Broadway Alton IL
Egyptian Stationers 129 W Main St Belleville IL
Chicago Office Products 9710 Industrial Dr Bridgeview IL Accurate Office Supply 260 Grezevske Ln Carol Stream IL Integrated Purchasing Options 100 Detroit St Ste 102 Cary IL Rogard's 2901 Boardwald Dr STE A Champaign IL
Atlas Stationers, Inc. 227 W Lake St Chicago IL
The Standard Companies 2601 S ARCHER AVE Chicago IL
Village Supplies, Ltd. 3622 S Morgan St Chicago IL
Office Equipment Sales 5319 W 25 St Cicero IL
Arnold's Office Supply 3716 N Vermilion Danville IL
Striglos Office Equipment 150 E William St Decatur IL
Shane's Office Products 2717 Curtiss St. Downers Grove IL Logsdon Office Supply 1055 Arthur Ave Elk Grove IL
Runco Office Supply & Equipment 1655 Elmhurst Rd. Elk Grove Village IL West Suburban Office Products 178 N York Rd Elmhurst IL Office Specialists, Inc. 143 E Ferris St Galesburg IL
BEC Office Products, Ltd 2930 madison ave Granite City IL TNT Deals Inc /dba/ Pens N More 7734 W 99th St Hickory Hills IL Markelz Office Products, Inc. 121 Airport Dr Joliet IL
Helanders 28835 N Herky Dr., #221 Lake Bluff IL
Lasalle Office Supply Inc 901 First St LaSalle IL
Mid-City Office Products 2124 Harlem Rd Loves Park IL
Pohls Office Supply 809 Washington St Mendota IL
FJT Office Supplies 121 W. Jefferson Morton IL
Warehouse Direct 2001 S Mt Prospect Rd Mount Prospect IL Warehouse Direct Inc 2001 S Mt Prospect Rd Mount Prospect IL Modern Office Interiors 538 W 5th St Naperville IL
Garvey's 7500 N Caldwell Ave Niles IL
Nordisco Office Products 5673 W Howard St Niles IL
Tribune Products Co. 5719 W Howard St Niles IL
Genesis Technologies, Inc. 2942 MacArthur Blvd Northbrook IL Ottawa Office Supply 209 W Main St Ottawa IL
Park Ridge Stationers 1305 Rand Rd Park Ridge IL
Point Nationwide LLC 5600 N River Rd, Ste 700 Rosemont IL Source One Office Products 380 Production Dr South Elgin IL Walton Office Supply, Inc. 503 W Taft Dr South Holland IL CDS Office Technologies 612 S Dirksen Pkwy Springfield IL Hawaii - 4
Iowa - 18
Idaho - 8
Illinois - 49
1799
Midwest Office 3700 W Wabash Ave Springfield IL
Midwest Office-Missouri Branch 3700 W Wabash Ave Springfield IL Office HQ 1503 N 29th Springfield IL
Presentations Direct, LLC PO BoX4603 Springfield IL
Wiley Office Furniture 301 E Laurel St Springfield IL
Meadows Office Supply & Equipment 30W260 Butterfield Rd, Ste Warrenville IL Office Plus Solutions & Supply 1428 Glen Flora Ave Waukegan IL Lewis Paper International, Inc. 1400 S. Wolf Rd., Ste. 100 WHEELING IL Lowery McDonnell Company 255 Mittel Dr Wood Dale IL
Twist Office Products 945 Edgewood Ave, Ste A Wood Dale IL Document Imaging Dimensions, Inc. 205 Beaver St Yorkville IL Miller Huggins 1212 Meridian St Anderson IN
The Office Shop, Inc. 131 Village Sq Batesville IN
Bedford Office Supply, Inc. 1634 I St Bedford IN
Kramer & Leonard, Inc. 312 Roberts Rd Chesterton IN
Altstadt Office City 1550 Baker Ave Evansville IN
Smith & Butterfield 2800 Lynch Rd Evansville IN
A.M.O. Office Supply 200 E Main St Fort Wayne IN
Allen Business Machines aka ABM CO 1816 S Calhoun St Fort Wayne IN Carriage Paper Products 3825 Superior Ridge Dr Fort Wayne IN Seely Office Solutions, Inc. 5618 Industrial Rd Ft Wayne IN Hancock Office 6387 N 250 E Greenfield IN
Sharp School Services 6400 Lincoln Way Hobart IN
Cannon IV, Inc. PO BoX441450 Indianapolis IN
Complete Office Supply, Inc. 7209 E 86th St Indianapolis IN ICC Business Products 3164 N Shadeland Indianapolis IN
Office360 7301 Woodland Dr Indianapolis IN
Hoffman Office Supply, Inc. 116 E 7th St Jasper IN
Rite Quality Office Supplies 710 N Washington St Kokomo IN Smith Office Equipment Co.,Inc PO Box 157 Lafayette IN
Kemp's Office City 812 Lincolnway Laporte IN
Commercial Office Products&Sup 58785 Executive Drive Mishawaka IN Thomas Business Center 333 N Franklin St Muncie IN
McShanes Inc 1844 45th St Munster IN
Kentuckiana Copy Supply Inc 1912 Unruh Court New Albany IN Rosa's Office Plus 20 S Eleventh St Richmond IN
The Office Center 105 S Broadway Seymour IN
Thiemann Office Products, Inc. 34 North 6th Street Terre Haute IN Office Connection 104 Broadway St Vincennes IN
Wildman First Aid 800 S. BUFFALO STREET Warsaw IN
Hudson Office Solutions 900 W National Highway Washington IN Flex-Pac 6075 Lakeside Blvd. Zionsville IN
Navrat's Office Products 728 Mechanis St Emporia KS
Roberts Hutch-Line 413 E Third Hutchinson KS
M&M Office & School Supply 623 Massachusetts Lawrence KS Leavenworth Paper & Office Supply 521 S 2nd St Leavenworth KS Southern Office Supply Inc 417 N Kansas Ave Liberal KS
American Discount Office Suppl 15342 S Keeler Olathe KS Rangel Distributing 1327 St. Louis Ave Olathe KS
McCartys Office MachinesInc 1715 Main St Parsons KS
Ettingers Office Supply Co. 723 N Broadway Pittsburgh KS Envision Xpress 2301 S Water Wichita KS
Midwest Single Source PO BoX49380 Wichita KS
Office Plus of KS 6010 N Broadway St. Wichita KS
Superior Computer Supply, Inc. aka 2355 S Edwards Ste A Wichita KS Ashland Office Supply PO BoX2409 2100 29th St Ashland KY Bissell's Inc. 83 E Peachtree Steet Corbin KY
Complete Printer Source 1459 Jamike Ave Covington KY
Green Group Ent dba Harrison and Co 411 W. 6th St. Covington KY Kerr Office 117 N Main St Elizabethtown KY
Federal Supply 1840 Airport Exchange, Ste Erlanger KY
Cardinal Office Products PO BoX980 Frankfort KY
Barren County Business Supply 400 Sorenson Ave Glasgow KY Express One Source 101 Mallory Dr Glasgow KY
Business Equipment Distrbutors 275 Klutey Pk Dr Henderson KY Cornettes Office Products and Service 2515 Ft. Campbell Blvd. Hopkinsville KY Action Business Suppliers 275 Gold Rush Rd Lexington KY Hurst Office Suppliers 500 Buck Pl Lexington KY
Eagle Paper 1031 Lexington Rd Louisville KY
Office Environment Company 1136 W Market St Louisville KY Howard D. Happy Company 1393 US 45 Mayfield KY
Office Equipment Co. of Owensboro 1701 Breckenridge St. Owensboro KY Petter Business Systems 5110 Charter Oak Dr Paducah KY
Wilson Office Solutions 1755 Gholson Rd Paducah KY
East Kentucky Chemical and Supply PO BoX2199 Pikeville KY Kentucky - 20
Kansas - 13
Indiana - 31
Illinois - 49
1800
Piazza Office Supply, Inc. 301 Pere Megret St Abbeville LA Sayes Office Supply 7603 Hwy 71 S Alexandria LA
Office Direct 14020 Plank Rd Baker LA
Parker Wholesale Paper Co. 9060 Industrial Dr Bastrop LA Louisiana Office Supply Co. 7643 Florida Blvd. Baton Rouge LA Office Centre aka Teachers Pet 312 N PARKERSON Ave Crowley LA Service Office Centre 312 N PARKERSON Ave Crowley LA
Callais Office Furniture & Supply 14402 W Main Cut Off LA Louisiana Office Products 601 Edwards Ave Harahan LA
STAT Office Supply, Inc. PO BoX10370 Jefferson LA
GBPdirect, Inc. 20 Veterangs Blvd, Ste 110 Kenner LA
General Office Supply 1003 Jefferson St Lafayette LA
Hi Tech Office Products PO Box 61925 Lafayette LA
Dameron Pierson LLC 1367 RUE BAYONNE Mandeville LA
Technology Products PO BoX2137 Mandeville LA
DKI PO BoX8817 Metairie LA
Metro Business Supplies LA 1512 L and A Road Metairie LA OfficeLink 4425 York St Metairie LA
Dixie Office Products, Inc. 3760 Airline Highway Metarie LA L-H Printing & Office Supply 205 RailRd Ave Morgan City LA Bonded Carbon & Ribbon Company 744 St Charles Ave New Orleans LA Corporate Business Supplies 273 Plauche St New Orleans LA Ives Business Forms 5701 Crawford St New Orleans LA
Mule-Durel 5813 Plauche St New Orleans LA
Andrepont Printing, Inc. 5043 I-49 S Service Rd. Opelousas LA Single Source Supply PO BoX503 Scott LA
Bath Business Services 610 Market St Shreveport LA
Ferris OfficeSmart 619 Milam St. Shreveport LA
United Office Supply 4013 Maplewood Dr Sulphur LA
KEM Supply House 102 W 4th St Thibodaux LA
The Paper Store, Inc 20 Main St Acton MA
New England Office Supply 135 Lundquist Dr Braintree MA OSI Supply d/b/a Office Source 230 CAMBRIDGE STREET BURLINGTON MA University Stationery Co. 311 Massachusetts Ave Cambridge MA Ink Products Corp 25 Grove St Chicopee MA
G.A. Blanco & Sons, Inc. 2 Green River Valley Rd Great Barrington MA Officeland of Mansfield PO BoX687 Mansfield MA
Recycled Office Products 27 Walnut St Peabody MA
Noble Sales Co. Inc. 302 Weymouth St Rockland MA
BSC Supply, LLC 200 Fifth Ave Ste 3020 Waltham MA
Union Office 226 Andover St Wilmington MA
CAM Office Services Inc 30 Cummings Park Woburn MA
ExpresswayOffice Solutions 1667 Knecht Ave Baltimore MD Rudolph's Office 5020 C.Campbell Blvd Baltimore MD
Sue-Ann's Office Supply 4147 Hayward Ave. Baltimore MD
EZ Print Supplies 6800 Distribution Dr Beltsville MD
George W. Allen Co. 6800 Distribution Dr Beltsville MD
Impact Office Products aka EZ Print 6800 Distribution Dr Beltsville MD Jacobs-Gardners Office Products 6911 Lauriel Bowie Rd Ste Bowie MD Office Express LLC 17207 Longleaf Drive Bowie MD
Towne Stationers, Inc. 863 Washington Ave Chestertown MD Triton Business Systems, Inc. 12037 Distant Thunder Trail Clarksville MD Landis Office Center 151 N Centre St Cumberland MD
A.J. Stationers 6810 Deerpath Rd Ste 425 Elkridge MD
Alliance Office Solutions LLC 25009 Silver Crest Dr Gaithersburg MD First Call Office Products 7611A Rickenbacker Dr. Gaithersburg MD GreenGov Supply 7926 Queenair Dr Gaithersburg MD
Vantage Office Products, LLC 12154 Darnestown Rd, # 213 Gaithersburg MD Office Suppliers, Inc. 13621 Crayton Blvd. Haggerstown MD Brown's Communications 10955 Golden W Dr Hunt Valley MD Officelink Group 4213 Howard Ave Kensington MD
JustTech 101 Catalpa Dr Ste 102 La Plata MD
Axiscore, LLC 9500 Arena Dr. Ste 440D Largo MD
BonTay Inc 13314 Winshester Rd LaValle MD
Liberty Office Supply 21550 Great Mills Rd Lexington Park MD The Harbor Interiors 137 National Plaza Ste 308 National Harbor MD A1 Business Printing 2075 Clearview Dr Owings MD
Douron, Inc. 10 Painters Mills Rd Owings Mills MD
Louisiana - 30
Massachusetts - 12
Maryland - 39
1801
American Veterans Group 214 Park Rd Riva MD
Cartridge Plus 214 Park Rd Riva MD
Benjamin Office Supply 760 E. Gude Drive Rockville MD
Benjamin Office Supply 760 E Gude Dr Rockville MD
Gerry Smith Office Products In 15859 Redland Rd Rockville MD Office Images, Inc. 7650 Standish Pl, Ste 109 Rockville MD Acme Paper and Supply Co., Inc PO BoX422 Savage MD
Capitol Office Supply 21 Magothy Bridge Rd, #177 Severna Park MD Apex GoGo 9466 Georgia Ave #15 Silver Spring MD
FedGov Supply & NIH Supply 7926 Queenair Drive Silver Spring MD C&C Office Supply 4530 Beech Rd Temple Hills MD
The Supply Company, Inc 567 Commerce Dr, StE B Upper Marlboro MD Total Office Group, LLC 49 Industrial Park Dr. Waldorf MD Levesque Office Supply PO BoX538 Madawaska ME
Warren's Office Supplies 329 Jagger Mill Rd Sanford ME
Officeville 1500 Woodview Dr. Adrian MI
Smart Office Solutions, Inc. 3820 Plaza Dr Ann Arbor MI Thumb Office Supply PO BoX307 Bad Axe MI
Great Lakes Office Products 840 Clark St Big Rapids MI
Governor Business Solutions 15260 Commerce Dr South Dearborn MI Allied Office Specialists 1801 Howard St Detroit MI
Arrow Office Supply Company aka 17005 Grand River Avenue Detroit MI The Office Connection 37676 Enterprise Court Farmington Hills MI Choice Office Products 4511 Miller Rd Flint MI
Dunn's Business Solutions 134 S Otsego Ave. Gaylord MI
Brady's Business Systems 8173 Embury Rd Grand Blanc MI
Wirick, Inc. 1800-E Industrial Park Dr Grand Haven MI
CCJJ Group, dba SupplyGeeks 4157 40th St SE Grand Rapids MI Integrity Business Solutions 4740 Talon Ct, Ste 8 Grand Rapids MI Michigan Office Supplies - MOS 2859 Walkent Dr NW Grand Rapids MI Grand Office Supply 3061 Pine St SW Grandville MI
Fris Office Outfitters 109 River Ave Holland MI
Empire Office Products, LLC PO BoX6129 Jackson MI
Zemlick Office Products & Furniture 3773 Sky King Blvd Kalamazoo MI SOS Office Supply 4722 50th St SE Kentwood MI
DBI Business Interiors 912 E Michigan Ave Lansing MI
LB Office Products 899 E Mandoline Ave Madison Heights MI Michigan Corporate Office Plus 30100 John R Madison Heights MI Jackpine Business Center 76 Filer St. Manistee MI
Mono Machines LLC PO BoX2620 Monroe MI
Global Office Solutions LLC 22759 Heslip Dr Novi MI
Image One Corp 13201 Capital Oak Park MI
Paramount Business Products 601 S GREMPS Paw Paw MI
Kerr-Albert Office Supply 1121 Military St Port Huron MI Standard Office Supply 928 Military St Port Huron MI
AVE Office Supplies 25325 Shiawassee Circle, #03 Southfield MI Detroit Pencil Company 1940 Northwood Troy MI
Office Express, Inc. 1280 E Big Beaver Rd,Ste A Troy MI Office Products Center S 1821 Watkins Lake Rd Waterford MI The Office Shop 211 MINNESOTA Ave Aitkin MN
Viking Office Supply 2921 Hwy. 29S Alexandria MN
Advanced Filing Solutions 3761 N Dunlap St Arden Hills MN North Country Business Product 1112 S RailRd St SE Bemidji MN InteGrand Solutions 9100 Baltimore St NE #100 Blaine MN Miller Davis Office Products 9349 Penn AvE So. Bloomington MN Zerbee LLC 6645 James Ave N Brooklyn Center MN
WECSYS LLC 8825 Xylon Ave N Brooklyn Park MN
1Source 12550 W Frontgate Rd Burnsville MN
Innovative Office Solutions 151 E Cliff Rd #40 Burnsville MN Northern Business Products Inc 2326 W Superior St Duluth MN Cooper's Technology Group 102 E Lincoln Ave Fergus Falls MN OfficeNorth 1734 E 40th St Hibbing MN
Bertelson Brothers, Inc. 6645 James Ave N Minneapolis MN General Office Products 4521 Hwy 7 Minneapolis MN
United Office Solutions 16180 Highway 7, Ste 2 Minnetonka MN ibuyofficesupply.com/MN Computer & 14940 28th Ave N Plymouth MN STEC - Steadfast Technics 4080 W Broadway,Ste 104 Robbinsdale MN Beckley's 125 Woodlake Dr. SE Rochester MN
BuyBizSupplies PO BoX8463 Rochester MN
BuyOnLineNowcom 4865 19th St NW Ste 110 Rochester MN
Med City Supply 4865 19th St NW Ste 110 Rochester MN
OfficeSuperSavers, Inc. 4865 19th St NW,Ste 110 Rochester MN Schmidt-Goodman Office Product 1920 N Broadway Rochester MN Great River Office Products 115 S Wabasha St St. Paul MN Ed Davis Business Machines 920 E Litchfield Ave SE Willmar MN Davis Typewriter Company, Inc. PO BoX416 Worthington MN Maine - 2
Michigan - 34
Minnesota - 27
Maryland - 39
1802
Smart Business Products 1901 Vandiver Dr Columbia MO
ASAP Business Solutions, Inc. 104 Washington St, Ste C Doniphan MO Watsons OC, Inc. 1585 Fenpark Dr Fenton MO
Metro Office Supply 102 E Main St Festus MO
Golden Ruler, Inc. PO BoX1084 Hannibal MO
K&M Office Products 2015 Washington St Independence MO
Office Products Alliance 101 S Main St Independence MO
Koestner Office Products Inc 518 Cheyenne Dr Jefferson City MO Schriefer's Office Equipment 215 Metro Dr Jefferson City MO Four State 720 E 4th St Joplin MO
Alphapointe 7501 Prospect Kansas City MO
Data Essentials 3150 Mercier, Unit 558 Kansas City MO
Phoenix Office Products 3001 Nicholson Kansas City MO
Tierney Office Products 309 Westport Rd Kansas City MO
Moe's Office Equipment Supplies 884 Rockridge Dr Manchester MO J & E's Office City 1589 Fenpark Dr Maplewood MO
Triad's Office City 630 S Bishop Ave Rolla MO
Moseley Discount Office Produc 431 S Ave Springfield MO Office Essentials, Inc. 1834 Walton Rd St. Louis MO
Pedro's Planet, Inc. 9298 Dielman Industrial Dr St. Louis MO Direct Express Office Supplies PO BoX73 Wentzville MO
Norman Orr Office Supply 202 W Main St West Plains MO
Shamrock Medical & Office Supplies 8121 Victoria Dr Biloxi MS Business Machines Plus 1424 Harkner Blvd. Columbus MS
OfficePro 515 Childs St Corinth MS
Gulf Coast Business Supply 14484 DedeauXRd. Gulfport MS Sun Coast Business Supply 1601 26th Ave Gulfport MS
Standard Office Supply Co. 400 W Pine St Hattiesburg MS Barefield Workplace Solutions 251 W S St Jackson MS
Better Marketing Konnection 5236 Highway 80 West Jackson MS Craft Office Plus 2301 Terry Rd. Jackson MS
Mississippi Ind ForTheBlind 2501 N W St Jackson MS
Southern Business Supply of Meridian 5685 Dale Dr Marion MS Smith Printing & Office Supply 294 1/2 Sgt S Prentiss Dr Natchez MS Jackson Data Products 273 Commerce Park Dr Ridgeland MS Office Products Plus 208 Park Court Ridgeland MS
Weatherall's 215 Commerce St Tupelo MS
S & L Office Supplies,Inc 1201 Hwy 90 Waveland MS
360* Office Solutions, Inc. 3676 Pierce Pkwy Billings MT Lee's Office Equipment &Supply 170 W Granite St Butte MT Boss Office Products 123 W Towne St Glendive MT
Pickwicks Office Works 601 9th Street South Great Falls MT J2 Office Products 700 Sunset Blvd Kalispell MT
Lombard Office Solutions 506 W Main St Lewiston MT
Missoula's Office City 115 W Broadway Missoula MT
Office Solutions & Services 1020 N Ave West Missoula MT Mississippi - 16
Montana - 8
Missouri - 22
Missouri - 22
1803
TNT Supplies PO BoX58 Ararat NC
Archdale Office Supply 115 Trindale Rd Archdale NC
Hoyle Office Solutions 180 Glenn Bridge Rd Arden NC
Young Office Supply 71 Thompson St Asheville NC
WJ Office 118 S Big Valley St Boone NC
Carolina Business Supplies 6148 H Brookshiire Blvd Charlotte NC FSIoffice 6410 Orr Rd Charlotte NC
New Generation Product, Inc. 5736 N Tryon St Ste 223B Charlotte NC Preferred Printing Serv. Inc. 207 W 31st St Charlotte NC Star Stationers, Inc. 4400 Morris Park Dr Charlotte NC
Sun Belt Office Suppliers 200 Southside Drive Charlotte NC Office Value 300 N Wilson Ave Dunn NC
Brame Office Products 949 Washington St. Durham NC
LC Industries 4500 Emperor Blvd Durham NC
Williams Office Environments 407 Ray Ave Fayetteville NC Carolina Office Machines 1407 Mill Street Greensboro NC Piedmont Office Suppliers 3206 Rehobeth Church Rd Greensboro NC Eastern Carolina Vocational Center, Inc. 2100 N Greene St Greenville NC Taff Office Equipment Co Inc 226 W 8th St Greenville NC Bumbargers 1427 2nd St NE Hickory NC
Carolina Ofc Equip of Hickory 1030 2nd Avenue NW Hickory NC Corporate Resources 704 Plaza Blvd., Ste B Kinston NC
Anything Office, Inc. 309 Main St NW Lenoir NC
Pack & Ship Mail Center 411 Blowing Rock Blvd Lenoir NC Kennedy Office 4211-A Atlantic Ave. Raleigh NC
Regency Office Products 8024 Glenwood Ave,Ste 200 Raleigh NC Reidsville's Office City 1445 Freeway Dr Reidsville NC
Taylor Business Products 115 Clayton Ave Roxboro NC
ILM Stationers 305 Raleigh St, Unit B Wilmington NC
Fain Enterprises, Inc. 615 N Liberty St Winston-Salem NC Winston-Salem Industries for the Blind 7730 N Point Dr Winston-Salem NC Fireside Office Plus PO BoX2116 Bismarck ND
Woodmansee's Office Supplies 114 N Fourth St Bismarck ND Hannaher's 3803 Main Ave. Fargo ND
Business Essentials 205 E Main Ave West Fargo ND
Office Net, Inc. PO BoX287 Fremont NE
Eakes Office Solutions 617 W Third St Grand Island NE
Business World Products 634 W. 2nd Street Hastings NE
Data Source Media 3505 N 48th St Lincoln NE
Latsch's Inc 200 Oak Creek Dr Lincoln NE
One Office Solution 435 W Norfolk Ave Norfolk NE
Western Office Plus 435 Norfolk Ave Norfolk NE
B&D Office Supply Center Inc 321 E 5th St North Platte NE Pay-LESS Office Supply 13467 Chandler Rd. Omaha NE
All Native Solutions 505 Ho-Chunk Plaza Winnebago NE
New Hampshire - 1 Relyco Sales 121 Broadway Dover NH
RE Business Solutions 1980 Old Cuthbert Rd Cherry Hill NJ All-State Legal 1 Commerce Drive Cranford NJ
Cell Distributors, Inc. 319 Ridge Rd Dayton NJ
Morris County Stationers & Books 240 US Highway 206 Flanders NJ Chaiken Systems, LLC 10 Banta Pl, Ste 124 Hackensack NJ Jasco Specialities & Forms 1302 Chestnut Pl Haddon Heights NJ A.M. Capen's Co., Inc. 1255 Liberty Ave Hillside NJ
United Supply Corp. 700 S 21st St Irvington NJ
IMPAC Computer Supplies 535 Liberty Ave Jersey City NJ
Premier Office Supply 326 N 14th St Kenilworth NJ
Acorn Office Products LLC 706 Route 15 S, Ste 201C Lake Hopatcong NJ State Copy 135 Pasadena Ave. Lodi NJ
BF Molz Inc 4 E Stow Rd Ste 12 Marlton NJ
World of Accessories Inc 54 Freeman St Newark NJ
Letterfolders.com 159 Paris Ave Northvale NJ
Jiorle's Office Supplies 439 S Main St Phillipsburg NJ
eQuipped dba eFurb.com 150 Ethel Rd W Pscatawaay NJ
National Art & School Supplies 2195 Elizabeth Ave Rahway NJ CDS (Corporate Diversity Solutions) 615 Franklin Turnpike Ridgewood NJ Village Office Supply 600 Apgar Dr Somerset NJ
CMF Business Supplies 3622 Kennedy Rd South Plainfield NJ MACO Office Supplies 1000 John F. Kennedy Blvd Union City NJ Nebraska - 10
New Jersey - 22
North Dakota - 4
North Carolina - 31
1804
Beck Total Office Interiors 5300 Eagle Rock Ave Ste A Albuquerque NM Factory Express Inc. 3505 Constitution Ave NE Albuquerque NM Midway Office Supply Center 3831 Singer Blvd NE Albuquerque NM Rapid Refill / Albuquerque INK 3410 Hwy 528, Ste 105 Albuquerque NM ReSource Office Products 2424 Candelaria Rd. NE Albuquerque NM Sandia Office Supply, Inc 3831 Singer Blvd NE Alburqueque NM The Office Center, Inc. 600 N Prince St Clovis NM
Parker's Office Products, Inc. 714-C W Main St Farmington NM Butler's Office Equipment 1900 E Highway 66 Gallup NM
Matthews Office Supply Co 1526 Pacheco St Ste A Santa Fe Springs NM Office Tree, LLC 2114 Inverness Dr Henderson NV
Advance Office & Janitorial Sp 3261 S Highland Dr. Ste 602 Las Vegas NV Global Industry Products Corp 6615 Escondito Ste C Las Vegas NV Ideal Office Equipment 1200 S Third St Las Vegas NV
Office Plus of Nevada 40 N Mojave Rd. Las Vegas NV
A. Carlisle & Co. 975 Terminal Way Reno NV
OK Office Products 29 Mill St Albany NY
Eaton Office Supply 180 John Glenn Dr Amherst NY
Hill & Markes 1997 ST Hwy 55 Amsterdam NY
Seely Conover's Office Centre, Inc. 333 W Main St Amsterdam NY Northeast Office Supply 9909 N Hill Rd Arkport NY
ISE Office Plus 4422 BronXBlvd Bronx NY
Tannen's Stationery 363 E 149th St Bronx NY
Alexander Supply Co 135 Gardner Ave Brooklyn NY
All Citi Toner 178 Hewes St. Brooklyn NY
Caprice Electronics 63 Flushing Ave., #100 Brooklyn NY
Complete Office Products 793 McDonald Avenue Brooklyn NY Court Street Office Supplies, Inc. 44 Court St Brooklyn NY Discover Group dba Office Network 2741 W 23rd St Brooklyn NY J&K Diversities Inc. 70 Franklin Ave Brooklyn NY
Legacy Office Solutions, LLC 754 Jamaica Ave Brooklyn NY Montgomery Stationery & Printing Co. 5513 New Utrecht Ave Brooklyn NY National Craft 4403 15th Ave Ste 133 Brooklyn NY
OfficeSight, Inc. 770 Chauncey St Brooklyn NY
Payless Office Products Corp. 87 34th St,Bldg 7 Brooklyn NY Peck's Office Plus 1425 Jamaica Ave Brooklyn NY
Quality Supply Shop 764 Kent Ave Brooklyn NY
Silver Office Supplies Inc 24 Lynch St Brooklyn NY
Toys 4 U USA 232 Lee Avenue Brooklyn NY
Haskel New York Inc 1946 Ocean Ave Brooklynn NY
PNB Sales Inc 68 Heyward St Brooklynn NY
Weiss Stationery 438 Central Ave Cedarhurst NY
Chudy Paper Co. 2615 Walden Ave. Cheektowaga NY
FM Office Products 106 Despatch Dr, Ste 2 East Rochester NY Peters Supply 1120 Magee St Elmira NY
NBB Office Environments 444 Sawmill River Rd Elmsford NY Proftech LLC 200 Clearbrook Rd Elmsford NY
SCS Printing and Office Products 20 Dubon Ct Farmingdale NY The Ray-Block Stationery Co. 3 Plainfied Ave Floral Park NY Hummel's 25 Canal St. Herkimer NY
BOS-ODC Office Products Inc. PO BoX470 Hewlett NY
Huntington Business Products 339 Main St Huntington NY
Office Furniture Warehouse,Inc 3108 Expressway Dr S Islandia NY Business Products of America 119-40 Metropolitan Ave Jackson Heights NY Alpha Sum Business Machines 119-40 Metropolitan Ave Ste Kew Gardens NY American Printing & Office Supplies 867 Flatbush Rd Kingston NY Tera Consulting Inc 29 Elves Ln Levittown NY
Crest Office Products 754 Jamaica Ave Long Island City NY F & H Supply Co. 40-14 24th St Long Island City NY
Genesis Industries, Ltd. 4920 31st St Long Island City NY Imagetech Office Supplies 47-16 Austell Pl Long Island City NY Obena Supply Co. 3118 38th Ave Long Island City NY
World Class Business Products 48-49 35th St #2 Long Island City NY Weeks Lerman Group 5838 Page Pl Maspeth NY
Sullivan's Office Supply 219 Center St Massena NY
B-I-L Office Furniture, Inc. 61-65 Metropolitan Ave Middle Village NY Best Source Office Supplies 6 Frankfurt #202 Monroe NY
Fern Office Supplies 169 Horton Dr Monsey NY
Dependable Office Supplies, Inc. 211 Denton Ave New Hyde Park NY Tri-State Office Products 466 Main St., Ste LL6 New Rochelle NY A&H Co. 37 W 39TH St Rm 503 New York NY
New Mexico - 10
Nevada - 6
New York - 83
1805
Borough Supplies Corp. 225 W 37th St Fl 16 New York NY
Columbia Omnicorp 14 W 33rd St New York NY
eCentury Supplies Corp. 43-55 Kissena Blvd., 3G New York NY Jason Office Products 140 W 31st St New York NY
Kas-Ray Industries Inc 225 W 37th St 16th Fl New York NY Lee's Art Shop, Inc. 220 W 57th St New York NY
Metropolitan Office 345 Park Ave New York NY
Nationwide Office Products Group 747 Third Ave, 2nd Floor New York NY Paramount Office Products 104 W 40th St., StE 500 New York NY Phil's Stationery 9 E 47th St New York NY
Premier & Co 212 W 35th St 2nd FL New York NY
Premier Supplies USA LLC 460 W 34th St 5th FL New York NY TTI Business Products,Inc. 381 Park Ave South New York NY Urban Office Products 251 W 39th St, 18th Floor New York NY Charles B.Merrill Office Equip 190 S Robinson Ave Newburgh NY Hayes Office Products 6 E Main St Norwich NY
Buck Supply & Distribution PO BoX400 Plattsburgh NY
Wats International Inc. 200 Manchester Rd Poughkeepsie NY Amvet Office Supplies 47 McCulloch Ave Ravena NY
S&B Computer & Office Products 17 Wood Rd, Ste 700 Round Lake NY Office Quarters, Inc. 21 Congress St., Ste 203 Saratoga Springs NY Tantaquidgeon Office Supply 94 Main St Schaghicoke NY
Ideal Office Center 146 Jay St Schenectady NY
Superior Business Products 3108 Carman Rd Schenectady NY ELG Corporation 2 Alpine Ct Spring Valley NY
Plexon, Inc. 1992 Morris Ave Union NY
Gholkars Inc 7321 Victor Mendon Rd Victor NY
Corporate Coffee Systems LLC 745 Summa Ave Westbury NY
Bobel's Office Plus 1953 Cooper Foster Pk Rd. Amherst OH Hughes Xerographic 3114 Belmont St Bellaire OH
Modern Office Products 7825 S Ave Boardman OH
Current Office Solutions 211 W High St Bryan OH
Office Partners, LLC 826 E Edgerton St Bryan OH
NBJ Form and Function Office Outfitters 119-B LennoXAvE SW Canton OH Four-U Office Supplies, Inc. 1640 Industrial Dr Celina OH Flipside Products Inc 7624 Reinhold Dr Cincinnati OH
Laser Life Corp d/b/a Total Office 4766 Dues Dr., StE H Cincinnati OH Signal Office Supply 415 W Benson St Cincinnati OH
Supply Post 11365 Deerfield Rd Cincinnati OH
Bill Smith Supply 2651 St. Clair Ave Cleveland OH
IBS 4550 Hinckley Pkwy Cleveland OH
Independence Business Supply 4550 Hinckley Pkwy Cleveland OH Quality Ribbons & Supplies 2769 Commerical Rd Cleveland OH Today's Business Products 12985 Snow Rd Cleveland OH
Graham Office Supply 268 S Fourth St Columbus OH
The Data House 2049 Builders Pl Columbus OH
Value Added Business Services 972 Checkrein Ave Columbus OH Salem Office Products 4606 Salem Rd. Dayton OH
Office City Express 149 Johnson Dr Delaware OH
Friends Business Source 2300 Bright Rd. Findlay OH
Reliable Products and Services 2300 Bright Rd. Findlay OH Single Office Stop dba S.O.S 126 N High St Hillsboro OH Seagate Office Products 1044 Hamilton Dr Holland OH
M.O.M.S. 948 Cherry St Kent OH
Dorn's Business Solutions 603 Norgal Dr Ste C Lebanon OH O'Connor's Office Products 60 W High St London OH
Ritters Office Outfitters 35 W Sixth St Mansfield OH
Nickerson Business Supplies 876 A Lebanon St Monroe OH
Francis Office Supply PO BoX723 Piqua OH
Bihl Office Supply 912 Gallia St Portsmouth OH
Signal Office Source 415 W Benson St Reading OH
MacMillan Office Supply 553 E State St. Salem OH
Garrigan's Office Plus 14 N Yellow Springs St. Springfield OH Kavanaugh's 315 E Columbia St Springfield OH
Springfield Business Equipment 3783 W National Rd Springfield OH Borden Office Equipment 141 N 5th St Steubenville OH
Express Office Products 7335 W Sylvania Ave Sylvania OH Capitol Office Supply 777 Dearborn Park Ln, Ste E Worthington OH Source Products 561 Andrews Ave. Youngstown OH
Vision 118 Inc dba Team Office 118 N Canfield Niles Rd Youngstown OH Ohio - 42
New York - 83
1806
Privett Sales 121 E Commerce St Altus OK
Admiral Express Office Supply 1823 N Yellowood Ave Broken Arrow OK Sundance Office Supply, Inc. 2000 N Willow Ave Broken Arrow OK Urban Girl Office Supply 2000 N Willow Ave Broken Arrow OK Office Everything 436 S Lynn Riggs Blvd Claremore OK
McLain-Chitwood Office Product 1419 Fretz Dr Edmond OK
Merrifield Office Plus 202 E Broadway Enid OK
Stanfield Printing Co. PO BoX39 Guymon OK
Five Star Office Supply 1104 W Broadway Muskogee OK
Copelin's Office Center LLC 425 W Main Norman OK
Bill Warren Office Products 1233 Sovereign Row Oklahoma City OK MASSCO 1837 S. Meridian Oklahoma City OK
Metro Business Supplies OK 3949 Tinker Diagonal St Oklahoma City OK Iowa Tribe of Oklahoma 335588 E 750 Rd Perkins OK
Southwest Business Products 1032 N Union St Ponca City OK B & C Business Products 113 W 9th Ave Stillwater OK
Burkhart's Office Plus 2323 E 71st St Tulsa OK
Momentum Procurement Group 13270 SE 127th St Clackamas OR South Coast Office Supply 199 N Broadway Coos Bay OR
MyBinding.com 5500 NE Moore Court Hillsboro OR
Graham's Book & Stationery PO BoX568 Lake Oswego OR
J. Thayer Company 15802 SW Boones Ferry Rd Lake Oswego OR Frazier Office Supply, Inc. 227 S Main St Pendleton OR
Blue Ribbon Business Products 930 SE Sherman St Portland OR Merchants Paper Co. 4625 SE 24th Ave Portland OR
Office Products Northwest 12600 SW 68TH AVE Portland OR Southwest Office Supply, Inc. 3205 NW Yeon Ave Portland OR Stevens-Ness Law Publishing 916 SW 4th Portland OR
Cooke Stationery 370 State St. Salem OR
McCartney's 819 Howard Ave Altoona PA
eOfficeDirect 6771 Chrisphalt Dr Bath PA
Bauman Office Equipment 824-826 7th Ave Beaver Falls PA Office Basics PO BoX2230 Boothwyn PA
Wrigleys Office Products 1090B N Reading Ave Boyertown PA Wrigleys Office Products & Service 1090B N Reading Ave Boyertown PA Vision Business Products 600 Logan St Carnegie PA
Mon-Valley Office Equipment 17 McKean Ave Charleroi PA
Curry Office Supplies 1005 PONTIAC Rd, Ste 366 Drexel Hill PA Way Office Plus 691 S Division St. DuBois PA
Stotz & Fatzinger Office Supply 808 Packer St Easton PA Sanner Office Solutions 1225 State St Erie PA
Hampton Office Products 248 Donohoe Rd Greensburg PA
Guernsey North 501 Fulling Mill Rd. Harrisburg PA
Hicks Office Plus 1920 E State Street Hermitage PA
ISG Office Concepts, Inc. 700 Enterprise Rd Horsham PA
The Art Store 462 W Main St Kutztown PA
Lizell Office Furniture 641 Cowpath Rd Lansdale PA
Dedeavors Corp dba Desantis Solutions 100 Meade Ave Meadville PA Steel City Paper and Supply LLC 600 Freeport Rd New Kensington PA Newtown Office & Computer Supp 31 Friends Ln Newtown PA D & D Office Plus 1751 Lincoln Hwy. RtE 30 North Versailles PA Alpha Office Supplies, Inc. 4950 Parkside Ave, Ste 500 Philadelphia PA Alpha Professional Solutions Inc 4950 Parkside Ave, Ste 502 Philadelphia PA Best Buy Office Supply, Inc. 12700 Townsend Rd. Philadelphia PA Emerald Business Supply 4807 Ashburner St Philadelphia PA Bulldog Office Products Inc 500 Glass Rd Pittsburgh PA
Sufrin Supplies 2735 RailRd St Pittsburgh PA
Target Office Products 209 Parkway View Drive Pittsburgh PA Office Service Co. 1009 Tuckerton Ct Reading PA
One Point, Inc. 101 Poplar St. Scranton PA
Richter Drafting & Office Supply 757 Rte 113 Souderton PA Nittany Office Equipment 1207 S Atherton Ave State College PA Klingaman's 124 E BRd St. Tamaqua PA
Mark IV Office Supply Co 110 S Beeson Ave Uniontown PA
Rubinstein's, Inc. 250 E Market St West Chester PA
Oklahoma - 17
Oregon - 12
Pennsylvania - 36
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Office Products Plus Inc. 365 Red Cedar St, Ste 202 Bluffton SC Wulbern-Koval Co. 1111 Morrison Dr Charleston SC
Gann Office Suppliers 5519 Ransom Dr. Columbia SC
Lorick Office Products 910 Washington St Columbia SC
Herald Office Supply 110 E Roosevelt Dillon SC
Greenville Office Supply 310 E Frontage Rd. Greer SC
American Pen & Panel Inc. 4360 Old York Rd Rock Hill SC New Trends School & Office 301 S. Main Street Aberdeen SD Office Equipment Co. 108 S Main St Aberdeen SD
Central Business Supply PO BoX807 Brookings SD
Wheeler's Business Products 175 Dakota Ave S Huron SD
McLeod's Printing & Office Supply 1011 S Edgerton Mitchell SD Klein's 108 E Missouri, StE 2 Pierre SD
Evergreen Office Products 811 St. Joseph St Rapid City SD Western Stationers 714 Saint Joseph St Rapid City SD
A&B Business 1600 N A Ave Sioux Falls SD
Furniture Mart USA 2101 W 41st St, Ste 34C SiouXFalls SD Innovative Office Solutions 711 W Russell St. SiouXFalls SD Interstate Office Products PO BoX908 SiouXFalls SD
Office Peeps 807 S Broadway Watertown SD
Office Products Center PO BoX609 Winner SD
Adams Business Center Inc. PO BoX34695 Bartlett TN
Office Machines & Supply 619 Shelby St. Bristol TN
Mid Tennessee Office Equipment 124 W Third Ave Carthage TN COS Business Products & Interiors 1548 Riverside Dr. Chattanooga TN A-Z Office Resource 3014 Owen Dr Columbia TN
Dickson Office Supply, Inc. 618 Highway 46 S Ste B Dickson TN Anderson Printing & Office Pro PO BoX425 Dyersburg TN
Tom Lawler's, Inc. 170 US-45 BYP Jackson TN
A&W Supply Inc. 10653 Dutchtown Rd. Knoxville TN
American Business Solutions 7560 A.E.Beaty Dr,Ste 1 Memphis TN FPS Company 3945 E Raines Rd Memphis TN
Highbar Trading Co 5406 Republic Dr Memphis TN
The Knowledge Tree 5000 Summer Ave, Ste 101 Memphis TN
X-Cel Business Products 2940 S Perkins Rd Memphis TN
Yuletide Office Solutions 1245 Sycamore View Memphis TN Evans Office Supply 1600 E Andrew Johnson Hwy Morristown TN American Paper & Twine 7400 COCKRILL BEND Nashville TN
International Office Products PO BoX2872 Nashville TN
ApeXOffice Supply and Design 120 Administration Rd. Oak Ridge TN Rogersville Office Supply Co Inc 500 W Main Rogersville TN Basics Corporation PO BoX5169 Sevierville TN
Abilene Printing & Stationery 1274 N 2nd St Abilene TX
O'Kelley Office Supply, Inc. 290 Cypress St Abilene TX
Navajo Office Products 1200 S Taylor St Amarillo TX
Officewise Furniture and Supply 1200 S Taylor Amarillo TX Tascosa Office Machines 1005 W 8TH ST Amarillo TX
Bair's 501 E. 53rd Street Austin TX
Gonzalez Office Products 2929 Longhorn Blvd Ste 106 Austin TX Longhorn Office Products,Inc. 2210 Denton Dr #109 Austin TX Office Edge 2209 Donley Dr. Ste A Austin TX
Your Austin Store LLC 5555 N Lamar Blvd Ste C127 Austin TX Zuma Office Supply 3401 Fritz Hughes Park Rd, Austin TX Mannings Supply 4144 Dowlen Rd Beaumont TX
EBF Office Products, Inc. 6909 Ashcroft Dr,Ste 300 Bellaire TX Brenham Office Supply Inc 304 W Main St Brenham TX
Wilton's Office Works Ltd 181 N Earl Rudder Fwy Bryan TX Providence 16753 Donwick Dr Ste A5 Conroe TX
1Store Solutions 4421 Agnes Corpus Christi TX
A&W Office Supply 222 S Staples Corpus Christi TX
Crosby Office Supplies PO BoX1723 Crosby TX
2M Business Products 2630 Nova Dr Dallas TX
Dallas Office Products 11120 Petal St Ste 500 Dallas TX Oak Cliff Office Products /aka/OCOP 1876 Lone Star Dr Dallas TX Regency Office & Promotional Products 2025 Irving Blvd., #206 Dallas TX iCopy LLC, d/b/a iOffice 1650 S FM51, StE 300 Decatur TX Reliant Supply 121 W Hickory St. Denton TX
Relyt Office Systems PO BoX2989 Denton TX
ZZJ Inc dba Eastland Office Supply 105 W Main Eastland TX El Lago Technologies 431 Willow Vista Dr El Lago TX
Adventures In Learning 7230 Gateway Blvd, Ste A/B El Paso TX Texas - 117
Tennessee - 21
South Carolina - 7
South Dakota - 14
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Ecol Laser USA 1500 Texas Ave 2nd Fl El Paso TX
El Paso Office Products 1550 Lionel Dr El Paso TX
Pencil Cup Office Products Inc. 1220 Texas Ave El Paso TX Printek Supplies, Inc. 12253 Diana Natalicio El Paso TX Reparto 3842 Durazno Ave Ste A El Paso TX
Shelby Distributions / Express Office 29D Butterfield Trails El Paso TX Spectrum Paper Co. 27 Concord St. El Paso TX
Greenwood Office Outfitters 2951 Suffolk Dr Ste 640 Fort Worth TX Office Authority 3243 S Jones St Fort Worth TX
Corporate Interiors, Inc. 12351 Shoal Forest Frisco TX
Advantage Supply 6162 S W Blvd., #401 Ft. Worth TX
Nor-Jay Enterprises, Inc. E 3809 Hwy 82, Ste B Gainesville TX V-Quest Office Machines & Supp 4159 E University Dr,Ste A Georgetown TX Business Essentials 752 Port America Pl Grapevine TX
Matthews Office City 2367 Pecan Ct Haltom TX
A 2 Z Educational Supplies 10831 Woodedge Dr Houston TX Basic Office & School Supplies 10831 Woodedge Dr Houston TX Bishops Office Needs 16810 Barker Springs Rd Houston TX Boss & Hughes 4500 W 34th St., Ste B Houston TX
Butler Business Products 6942 Signat Dr Houston TX
Challenge Office Products 6015 S Loop East Houston TX
City Office Supply 4202 Telephone Rd Houston TX
EIS Office Solutions 2030 W Sam Houston Pkwy Houston TX Lee Office Solutions 202 Travis St Houston TX
Liberty Office Products 8744 Westpark Houston TX
Office Effects, Inc. 1217 W Loop N, Ste 184 Houston TX
ProSource Packaging Inc 14911 Stuebner Airline Rd Ste Houston TX RedTag Business Products, LLC 11430 Brittmoore Pk Dr Houston TX Reliant Business Products 10641 Haddington Dr. #100 Houston TX Safina Office Products, Inc. 9916 Brooklet Dr Houston TX Smarketing Business Systems 2525 W Bellfort,Ste 110 Houston TX Standard Office Products 10415 Landsbury Dr #208 Houston TX Star Office Products 16810 Barker Springs Rd Houston TX Tejas Office Products 1225 W 20th St Houston TX
TLC Office Systems 8711 Fallbrook Dr Houston TX
Waretrack 6229 Theall Rd Ste B Houston TX
Xpress Business Products 7170 W 43rd St. #250A Houston TX Buffalo Business Product 1236 Southridge Ct. Hurst TX
Texas - 117
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Preferred Business Solutions 1701 W Walnut Hill Ln Irving TX The Office Center, Inc. 1610 Hwy 259N, Ste 4 Kilgore TX Advantage Office Products 1206 Jasper, StE D Killeen TX Vesco Business Products 425 N 10th St La Porte TX
Executive Office Supply 3312 Santa Ursula Laredo TX
Patria Office Supply 301 E. Calton Rd. Laredo TX
Greater Houston Office Products 1309 W League City Pkwy League City TX Longview Office Supply 1909 Judson Rd Longview TX
Baker Office Products 1301 13th St Lubbock TX
Best In Class School Supplies 14425 N Interstate 27 Lubbock TX Cielo Office Products, LLC 1209 E Hackberry McAllen TX
Copy Plus 4500 N 10th St, Ste 240 McAllen TX
McKinney Office Supply 117 W Louisiana St McKinney TX
Flatt Stationers, Inc. PO BoX1013 Mexia TX
Story Wright Printing & Office Supply 807 N St Nacogdoches TX Hernandez Office Supply 119 17th St. Nederland TX
Total Office Solution of West Texas 1601 N Lee Odessa TX Gemini Office Products / Frio Dollar 202 S OAK STREET PEARSALL TX Ray's Business Products 200 E Expressway 83, Ste I Pharr TX Plano Office Supply 705 Ave K Plano TX
1 Stop Print & Office Supply 1106 Commerce Dr Richardson TX Consolidated Office Systems 840 W Rhapsody San Antonio TX Consolidated Office Systems 840 W Rhapsody San Antonio TX Gateway Printing and Office Supply 14803 Bulverde Rd San Antonio TX Heights Office Products 9901 Broadway # 114 San Antonio TX LTJK Inc dba Office Supply America 4907 NW Industrial Dr San Antonio TX Nolans Office Products 16120 College Oak San Antonio TX Office Resource Center 10751 Sentinel San Antonio TX
San Antonio Lighthouse for the Blind 2305 Roosevelt Ave San Antonio TX Universal Pen & Print Inc. 5531 Brewster St San Antonio TX Gateway Business Products 415 N Guadalupe, BoX329 San Marcos TX Sharp Supply Co 10897 FM 2164 Sanger TX
Schulenburg Printing & Office 705 Upton Ave Schulenburg TX Stone Computer & Copier Supply 577 Commerce St,Ste 110 Southlake TX Ecommersify, Inc. 11920 S Texas 6 Sugar Land TX
Latson's Office Solutions 1217 S Broadway Ste A Sulphur Springs TX Perry Office Plus 1401 N 3rd Temple TX
Firmins Office City 2217 N State Line Ave Texarkana TX
Office Savers 4070B Summerhill Sq Texarkana TX
Office Source PO BOX1106 Texarkana TX
Gazillion Office Products 7552 Maine St, Ste 250 The Colony TX Write Now! Office Products 7552 Main Street The Colony TX Ables-Land, Inc. 420 S Fannin Ave Tyler TX
Dixie Paper Company 3010 Hwy 31 East Tyler TX
Coastal Office Solutions 1514 N Ben Jordan St, Ste B Victoria TX Absolute Office Products 1801 Austin St Wichita Falls TX Empire Paper Company 2708 Central Fwy. E Wichita Falls TX Midwest Office Furniture/Supply 1801 Austin St. Wichita Falls TX Wilson Office Supply 820 E Eighth St Wichita Falls TX
Hollands Office Supply of Lubbock, Inc. PO Box 27 WOLFFORTH TX Layton Office Supply 1101 E Cambridge Cir Ste 3 Layton UT Alpine Office Products PO BoX8636 Midvale UT
Hassle Free Office 2425 Line Creek Rd. Morgan UT
Suppliz Source 2425 Line Creek Rd Morgan UT
Bluefin Office Group, LLC 780 N 1200 W Orem UT
Sevier Office Supply 30 N Main St. Richfield UT
AOS LLC 32 W 200 South, Ste 336 Salt Lake City UT
Granite Office LLC 1955 S Milestone Dr,Ste B Salt Lake City UT Office Impact 4001 S 700 West, Ste 500 Salt Lake City UT Rosi Office Products 5570 W 1730 S #600 Salt Lake City UT EC Office Products, LLC 1086 N 450 W #118 Springville UT The Office Place, Inc. 230 Charwood Dr Abingdon VA
Today's Office Solutions 42395 Ryan Rd. Ashburn VA
TSRC, Inc - The Supply Room, Frank 14140 N Washington Highway Ashland VA New River Office Supply 2605 Research Center Dr Blacksburg VA Amerisys Office Solutions 14151-B Robert Paris Ct Chantilly VA Chesapeake Office Supplies 1429 Crossways Blvd Chesapeake VA Chesapeake Office Supply 1429 Crossways Blvd. Chesapeake VA Coastal Office Systems & Supply Inc 820 Greenbrier Cir Ste 7 Chesapeake VA OfficeQuad, LLC 1620 N Delphine Ave Crozet VA
Diamond Paper Co. 802 Monument St Danville VA
Utah - 11
Texas - 117
Virginina - 41
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Office Plus Business Center 840 Memorial Dr Danville VA Gem Laser Express 45929 Maries Rd Dulles VA
Guernsey Office Products 45070 Old OX Rd Dulles VA
Guernsey Office Products 45070 Old OXRd Dulles VA
Capstone Office Products LLC 5609-J Sandy Lewis Dr. Fairfax VA Cornerstone Office Systems 5609-J Sandy Lewis Dr. Fairfax VA Tactical Office Solutions 2 Eaton St Ste 805 Hampton VA Dante's Office Plus 13854 Park Center Rd. Herndon VA
KOPS 13391 Point Rider Lane Herndon VA
Millers Office Products 8600 Cinder Bed Rd Lorton VA
Powers Business Machines 9701 Warwick Blvd. Newport News VA Faye's Office Supply 105 Byrd St Orange VA
Stephens Office Supply 372-C Wythe Creek Road Poquoson VA B.W. Wilson Paper Company, Inc. 2501 Brittons Hill Rd Richmond VA Ball Office Products 2100 Westmoreland St Richmond VA
R & R Office Supply (Ribbons and Rolls) 6 W Cary St Richmond VA The Todd Venture Group /dba/ Snap 11623 Busy St Richmond VA Tri City Office Products 2100 Westmoreland St Richmond VA Barrows Business Environments 1302 Rockland Ave Roanoke VA Star City Office Products 5665 Split Rail Ln Roanoke VA Benton-Thomas Office Products 408 Edmonds St South Boston VA Southside Office Supply, Inc. 113 S Mecklenburg Ave South Hill VA ASI Supplies Inc 7534 Fullerton Ct Springfield VA
Chesney Business Supplies 8346 Traford Ln, Ste 7 Springfield VA Management Consulting, Inc DBA 1961 Diamond Springs Rd Virginia Beach VA MJL Enterprises LLC - FSSI BPA 2748 Sonic Dr Virigina Beach VA Augusta Office Products 2910 W Main St Waynesboro VA
Pifer Office Supply, Inc. 1620 S Louduon St Winchester VA Sun Supply 46 S Loudoun St Winchester VA
Sterile Services Co 14773 Courtlandt Height Rd Woodbridge VA Wytheville Office Supply 146 W Main St Wytheville VA
Vermont - 1 Magee Office Plus PO BoX280 Randolph VT
Bayshore Office Products 603 Commercial Ave Anacortes WA Lamb's Office Supply 1740 NE Riddell Rd., #302 Bremerton WA Office Interiors, Inc. 2002 Madison St Everett WA
Quality Discount Supplies & Services 1211 Regents BLvd Fircrest WA Brutzman's 2501 N Columbia Ctr Blvd Kennewick WA
Crain's PO BoX555 Olympia WA
Gordon Products Inc 721 LEGION WAY SE Olympia WA
Keeney's Office Plus 1520 N.E 95th St Redmond WA
The Complete Line, LLC 15335 NE 95th St Redmond WA
Complete Office Solutions WA 11521 E MARGINAL WAY S Seattle WA Evergreen Computer Products 2720 1st Ave S. Seattle WA
FOI Commercial Interiors 1215 4th Ave, #1125 Seattle WA Nuleaf Office Solutions 2450 6th Ave S Seattle WA
The Lighthouse for the Blind 2501 S Plum St Seattle WA
Kershaw's Inc. 119 S Howard ST Spokane WA
Chuckals Office Products 2209 Pacific Ave Tacoma WA
Quality Discount Supplies & Services 1211 Regents Blvd. Tacoma WA Commercial Office Supply 16120 Woodin-Redmond Rd Woodinville WA Office Solutions Northwest 212 S 3rd Ave Yakima WA
Pacific Office Solutions 1115 W Lincoln Ave Ste 107B Yakima WA Yakima Bindery & Printing 310 E Chestnut Ave Yakima WA
Clemont Printing & Office Products 515 Clemont St Antigo WI FAV, LLC /dba/ Fromavet.com 300 N Corporate Dr, Ste 260 Brookfield WI Discount Office Items 302 Industrial Drive Columbus WI
Variety Office Products 145 N Clairemont Ave Eau Claire WI Jonas Office Products 1521 Ridge Dr Fort Atkinson WI
Inter-County Co-OP Publishing 303 Wisconsin Ave N Frederic WI Complete Office of Wisconsin 115 W 18500 Edison Dr Germantown WI Office Pro, Inc 615 N Parker Dr Janesville WI
EZ Office Products, LLC 2838 Progress Rd Madison WI
Shadow Fax, Inc. 4601 Helgesen Dr Madison WI
ShadowFax 4601 Helgesen Dr, Madison WI
Badger Office City 4716 Expo Drive Manitowoc WI
Associated Industries for the Blind 5316 W State St Milwaukee WI Direct Advantage 520 W Oklahoma Ave Milwaukee WI
Genius Supply Company 6758 N Sidney Pl Milwaukee WI
Officezilla Franchise Company 800 Winnecone Ave Neenah WI Commercial Office Products 2225 S. Danny Road New Berlin WI Rhyme Business Products PO BoX338 Portage WI
Tri-State Business System 2829 Banks Ave Superior WI
Kimari Industries LLC d/b/a Office 120 W Badger St Waupaca WI Hadley Office Products, Inc. 399 S River Dr Wausau WI
Winkler Office Equipment 508 Hickory St West Bend WI
Argo Inc. dba Argonaut 519 Bridge St Huntington WV
Peake Office Solutions 1102 Third Ave, Ste 101 Huntington WV Parkersburg Office Supply 326 5th St Parkersburg WV
Specialty Business Supply Inc PO BoX1130/113 S Princess Shepherdstown WV McGhee & Co. 3900 Wood St Wheeling WV
Atlas Office Products 215 N Lincoln Casper WY
Wyoming Office Products & Interiors 328 Yellowstone Casper WY Wyoming - 2 Washington - 21
Wisconsin - 22
West Virginia - 5
Virginina - 41
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D. Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable.

See below for the number, size and location of our distribution facilities and warehouses. Wholesaler distribution locations can also be found by visiting the web links below:
http://www.sprichards.com/who-we-are/286-2/
https://www.essendant.com/essendant/about-us/locations/ Retail networks are included in the list of our local dealer members above in Section 3.2 Logistics and Distribution, Item C
Wholesaler DC 97,356 SQFT Birmingham AL
Wholesaler DC 21,0000 SQFT Semmes AL
Wholesaler DC 110,000 SQFT Phoenix AZ
Wholesaler DC 85,600 SQFT Phoenix AZ
Wholesaler DC 43,576 SQFT Phoenix AZ
Wholesaler DC 287,655 SQFT Los Angeles CA
Wholesaler DC 197,684 SQFT Los Angeles CA
Wholesaler DC 214,177 SQFT Los Angeles CA
Wholesaler DC 248,000 SQFT Sacramento CA
Wholesaler DC 176,543 SQFT Sacramento CA
Wholesaler DC 250,000 SQFT Sacramento CA
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Wholesaler DC 264,844 SQFT Denver CO
Wholesaler DC 193,546 SQFT Denver CO
Wholesaler DC 151,500 SQFT Ft Lauderdale FL
Wholesaler DC 189,472 SQFT Miami FL
Wholesaler DC 404,286 SQFT Orlando FL
Wholesaler DC 86,256 SQFT Tampa FL
Wholesaler DC 600,674 SQFT Atlanta GA
Wholesaler DC 85,600 SQFT Atlanta GA
Wholesaler DC 328,104 SQFT Carol Stream IL
Wholesaler DC 82,000 SQFT Carol Stream IL
Wholesaler DC 193,546 SQFT Chicago IL
Wholesaler DC 128,000 SQFT Indianapolis IN
Wholesaler DC 123,765 SQFT Indianapolis IN
Wholesaler DC 59,560 SQFT New Orleans LA
Wholesaler DC 97,356 SQFT New Orleans LA
Wholesaler DC 243,000 SQFT Boston MA
Wholesaler DC 97,356 SQFT Boston MA
Wholesaler DC 253,330 SQFT Baltimore MD
Wholesaler DC 193,546 SQFT Baltimore MD
Wholesaler DC 180,600 SQFT Baltimore MD
Wholesaler DC 210,000 SQFT Grand Rapids MI
Wholesaler DC 85,600 SQFT Grand Rapids MI
Wholesaler DC 210,468 SQFT Minneapolis MN
Wholesaler DC 97,356 SQFT St Paul MN
Wholesaler DC 118,801 SQFT Kansas City MO
Wholesaler DC 86,256 SQFT Kansas City MO
Wholesaler DC 228,000 SQFT St Louis MO
Wholesaler DC 123,765 SQFT St Louis MO
Wholesaler                  DC  85,600 SQFT     Jacksonville MS Wholesaler DC 300,000 SQFT Charlotte NC
Wholesaler DC 200,132 SQFT Charlotte NC
Wholesaler DC 573,020 SQFT Cranbury NJ
Wholesaler DC 256,500 SQFT Albany NY
Wholesaler DC 176,543 SQFT New York NY
Wholesaler DC 86,256 SQFT Syracuse NY
Wholesaler DC 206,136 SQFT Cleveland OH
Wholesaler DC 136,966 SQFT Cleveland OH
Wholesaler DC 229,200 SQFT Columbus OH
Wholesaler DC 97,356 SQFT Columbus OH
Wholesaler DC 85,600 SQFT Oklahoma City OK
Wholesaler DC 52,600 SQFT Tulsa OK
Wholesaler DC 65,850 SQFT Portland OR
Wholesaler DC 40,608 SQFT Portland OR
Wholesaler DC 197,684 SQFT Philadelphia PA
Wholesaler DC 124,216 SQFT Pittsburgh PA
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Wholesaler DC 85,600 SQFT Pittsburgh PA
Wholesaler DC 65,4080 SQFT Memphis TN
Wholesaler DC 189,472 SQFT Memphis TN
Wholesaler DC 247,500 SQFT Nashville TN
Wholesaler DC 85,600 SQFT Nashville TN
Wholesaler DC 400,000 SQFT Dallas TX
Wholesaler DC 212,776 SQFT Dallas TX
Wholesaler DC 400,000 SQFT Dallas TX
Wholesaler DC 212,776 SQFT Dallas TX
Wholesaler DC 240,000 SQFT Houston TX
Wholesaler DC 176,543 SQFT Houston TX
Wholesaler DC 240,000 SQFT Houston TX
Wholesaler DC 176,543 SQFT Houston TX
Wholesaler DC 57,005 SQFT San Antonio TX
Wholesaler DC 86,256 SQFT San Antonio TX
Wholesaler DC 57,005 SQFT San Antonio TX
Wholesaler DC 86,256 SQFT San Antonio TX
Wholesaler DC 113,302 SQFT Salt Lake UT
Wholesaler DC 97,356 SQFT Salt Lake City UT
Wholesaler DC 123,765 SQFT   Richmond VA
Wholesaler DC 103,237 SQFT Seattle WA
Wholesaler DC 85,600 SQFT Seattle WA
Wholesaler DC 81,455 SQFT Seattle WA

3.3 Marketing and Sales
A. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to:
i. Executive leadership endorsement and sponsorship of the award as the public sector go-to-market strategy within first 10 days ii. Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners team within first 90 days
EPIC Business Essentials has an extensive and thoroughgoing 90-day implementation program for new accounts which combines the best of our team strengths outlined in this response. All processes are documented and reviewed throughout the EPIC Business Essentials organization, and our dedicated National Account Manager will work with OMNIA Partners to ensure we meet and exceed all preset rollout plans and requirements. The first 90 days following award of the Master Agreement will see mobilization of the entire EPIC Business Essentials team. We also will work closely with OMNIA Partners and their membership to continue our marketing and sales plans well beyond the first 90 days, to ensure not only a successful launch, but a sustained and aggressive sales growth plan throughout the years of our agreement.
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Ten days
Within three days of award, EPIC Business Essentials will issue statements of endorsement from executive leadership directly to our network of over 1,200 participating members as our primary go-to-market strategy for public sector sales.

Within five days, EPIC Business Essentials will issue joint endorsement with the leadership of our parent organizations, Independent Suppliers Group and TriMega Purchasing Association, to our combined network of over 2,000 members detailing our committed sponsorship of the Master Agreement as our primary public sector cooperative contract. Detailed one-on-one calls from our dedicated National Account Manager will follow within the first ten days of award to all EPIC Business Essentials members currently participating in our Region 4 ESC contract with OMNIA Partners or having expressed interested public sector sales in the past.

Thirty to Sixty Days
Within thirty days, EPIC Business Essentials will develop and deploy co-branded training and educational materials to our national network of members, followed by extensive webinars and in-person training in public agency account acquisition, OMNIA Partners member sales and the Master Agreement. A dedicated and wellversed national sales team composed of our independent dealer members will be developed, leveraging the full support of our National Account Manager, including in-person attendance at member sales meetings. Within sixty days, EPIC Business Essentials will build a co-branded web page on our dealer-facing website in consultation with the OMNIA Partners team, illustrating our go-tomarket strategy to employ the Master Agreement, as well as presenting in-depth explanatory and training materials for our dealer community and the wider Independent Dealer Channel.

Ninety Days
Within ninety days, EPIC Business Essentials will host regional meetings with our network of members, promoting the Master Agreement as the cornerstone of our public sector strategy. OMNIA Partners will be invited to co-host training events alongside EPIC Business Essentials’ Managing Director (Scott Zintz) to directly address questions and educate our members in Public Agency sales and strategy.

An implementation plan will be documented and benchmarked, with full transparency granted to OMNIA Partners and Region 4.

B. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited to:
i. Creation and distribution of a co-branded press release to trade publications
ii. Announcement, contract details and contact information published on the Supplier’s website within first 90 days.
iii. Design, publication and distribution of co-branded marketing materials within first 90 days
iv. Commitment to attendance and participation with OMNIA Partners at national (i.e. NIGP Annual Forum, NPI Conference, etc.), regional (i.e. 1815
Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows, conferences and meetings throughout the term of the Master Agreement
v. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual Forum, as directed by OMNIA Partners. vi. Design and publication of national and regional advertising in trade publications throughout the term of the Master Agreement vii. Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.) viii. Dedicated OMNIA Partners internet web-based homepage on Supplier’s website with:
 OMNIA Partners standard logo;
 Copy of original Request for Proposal;
 Copy of contract and amendments between Principal Procurement Agency and Supplier;
 Summary of Products and pricing;
 Marketing Materials
 Electronic link to OMNIA Partners’ website including the online registration page;
 A dedicated toll-free number and email address for OMNIA Partners
EPIC Business Essentials has years of experience implementing and marketing national account opportunities like OMNIA Partners and Region 4 ESC. A robust marketing calendar will begin with a 90-day marketing blitz spotlighting the Master Agreement to three distinct target audiences: OMNIA Partners participating Public Agencies; current Public Agency customers utilizing alternate public sector contracts; Public Agencies across the nation not yet participating in OMNIA Partners.

Within the first ten days of award of the Master Agreement, EPIC Business Essentials will, in consultation with the OMNIA Partners team, create and distribute a press release detailing award of the Region 4 ESC contract that highlights pertinent information about the contract including competitive solicitation and public award, no cost to participate in the bidding process, nonexclusivity and best government pricing through OMNIA Partners / Region 4 ESC and EPIC Business Essentials. In addition, the press release will describe the enormous success that EPIC Business Essentials’ members have already realized through our previously awarded Region 4 ESC contract, as well as the future success we feel certain to achieve.

Within the first thirty days, EPIC Business Essentials will create email blasts and direct mailers targeting specific audiences, timed and crafted to yield the most exposure possible:
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 Participating Public Agencies
EPIC Business Essentials already has an extensive network of Public Agency customers secured through previous award of Region 4 ESC and OMNIA Partners. Within the first thirty days, EPIC Business Essentials will release an email blast to these customers, followed by a direct mailer, informing them of our new award of the Master Agreement, updating them on the terms of the Master Agreement and renewing our commitment to providing them with the best possible government pricing.

In addition, EPIC Business Essentials will create marketing materials directed toward participating Public Agencies that are not yet customers of EPIC Business Essentials’ members. As training of our dedicated national sales team continues, we will use existing resources to discover the Public Agencies that best fit the sales team in each member’s region, the decision-maker purchasing agent and the contact information of said person(s) and reach out directly to the Public Agency to distribute our marketing materials and develop leads. As always, materials will be created in consultation with the OMNIA Partners team.
 Existing Public Agency customers
EPIC Business Essentials utilizes its existing Region 4 ESC contract as its premier and unparalleled public sector contract. As such, EPIC Business Essentials does not offer its members a competing Public Agency option. However, our parent companies, Independent Suppliers Group and TriMega Purchasing Association, offer competing contracts and have existing Public Agency customers under those contracts.

Within the first thirty days, EPIC Business Essentials will release an email blast targeting the thousands of customers of our parent organizations purchasing under a competing contract. Working with the OMNIA Partners team, we will craft a message that highlights the exclusive benefits of belonging to the Region 4 ESC GPO.

Within sixty days, EPIC Business Essentials will create media ad buys to reach our third audience: Public Agencies not yet participating in Region 4 ESC / OMNIA Partners and not yet customers of EPIC Business Essentials, as well as dealers in the Independent Dealer Channel not yet utilizing Region 4 ESC / OMNIA Partners and not yet belonging to EPIC Business Essentials or its parent companies. These media ad buys will serve the dual purpose of strengthening and reiterating earlier marketing and direct communications with Public Agencies participating in Region 4 ESC / OMNIA Partners and existing Public Agency customers of our parent companies.

Advertisement and marketing will continue throughout the term of the Master Agreement. Among the messages reaching our target audiences will be successful case studies, promotions, collateral and editorial pieces and customer recommendations. All pieces will be co-branded in consultation with OMNIA Partners to best effect.

Advertisements and directly distributed marketing materials will lead customers to our newly created OMNIA Partners web-based homepage within the EPIC 1817
Business Essentials website, utilizing hyperlinks and teasers. The OMNIA Partners homepage within our website will elucidate the Region 4 ESC contract and describe OMNIA Partners including its history and subsidiaries. The homepage will be thorough and act as a call to action, with detailed information including, but not limited to: a copy of the original Request for Proposal, a copy of the contract and amendments between the Principle Procurement Agency and EPIC Business Essentials, contact details and contact information for OMNIA Partners, an electronic link to the OMNIA Partners website and online registration page, a dedicated toll free-number and email address for OMNIA Partners within the EPIC Business Essentials system. The OMNIA Partners homepage will employ marketing materials to best effect, showcasing the Region 4 ESC benefits and opportunities and highlighting a summary of Products and pricing. Revolving versions of marketing materials will all contain the OMNIA Partners standard logo, as will the homepage header, and all will be created in consultation with the OMNIA Partners Team.

EPIC Business Essentials will continue its active role in the OMNIA Partners community, participating in national, regional and supplier-specific tradeshows, conferences and meetings throughout the term of the Master Agreement.

Participation will include attendance at NIGP Annual Forums, NPI Conferences, Regional NIGP Chapter Meetings, Regional Cooperative Summits, among others.

EPIC Business Essentials will purchase and staff a booth at the NIGP Annual Forums, exhibiting co-branded marketing materials in an area reserved by OMNIA Partners. We will market and promote these events to the best possible extent, as directed by OMNIA Partners.

Not only will EPIC Business Essentials attend third-party tradeshows, conferences and meetings, within the first ninety days we will create in-person presentations of Region 4 ESC and OMNIA Partners to be showcased at the EPIC Business Essentials annual regional meetings. Presentations will be co-hosted with the Managing Director of EPIC Business Essentials, Scott Zintz, and OMNIA Partners. All presentation materials will be created with the OMNIA Partners team, and tailored marketing materials will be distributed at events to encourage on-site enrollment.

C. Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners.

Include a list of current cooperative contracts (regional and national) Supplier holds and describe how the Master Agreement will be positioned among the other cooperative agreements.

Through this response EPIC Business Essentials has outlined our communication and implementation strategy should we be awarded an OMNIA Partners contract, and how we would market our award to all government and eligible entities.

Another element of our strategy is to evaluate our current government customers held by our independent dealer members, and held directly by EPIC Business Essentials, to assess which of these customers could benefit from or be a good fit for an OMNIA Partners contract presentation. We must be cognizant of existing agreements held through independent bids, but feel strongly that there is a large segment of existing government customers available and eligible for evaluation and adoption of the OMNIA Partners contract. Furthermore, as the marketplace changes, as independently held contracts expire or national contracts evolve, 1818
EPIC Business Essentials expects additional opportunities to present themselves, and to introduce existing customers to the OMNIA contract.

EPIC engages in frequent dialogue with public agencies about canceling future bid solicitations and adopting a national cooperative contract such as OMNIA Partners instead. We argue that in doing so, the agency is able to remain engaged with their current independent dealer with no interruption in service while gaining access to a competitively solicited and aggressively priced national contract. We are succeeding in this strategy now more than ever due to mandatory budget cuts and reduction in staff with public and governmental agencies, and see this as a prime opportunity for OMNIA Partners to gain additional cooperative contract adoption.

The previously awarded Region 4 ESC Master Agreement (2015) currently represents EPIC Business Essentials’ sole cooperative contract. It is positioned as a central part of the EPIC Business Essentials organization, representing the main tenant of our ongoing and future sales strategy, as well as our dealer training and certification programs.

D. Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions. Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well.

EPIC Business Essentials will provide three versions of its logo to OMNIA Partners along with permission for reproduction of its logos in internal and external communications, marketing materials and advertising campaigns. EPIC Business Essentials will work closely with OMNIA Partners in all co-branded communications, marketing materials, website representations and advertising.

OMNIA Partners’ logo(s) will only be used with expressed, written consent by OMNIA Partners.

E. Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners. All sales materials are to use the OMNIA Partners logo. At a minimum, the Supplier’s sales initiatives should communicate:
i. Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency
ii. Best government pricing
iii. No cost to participate
iv. Non-exclusive contract
As an award holder of Region 4 ESC Master Agreement since 2015, EPIC Business Essentials has a proven track record of proactive engagement with OMNIA Partners members, Public Agency customers and OMNIA Partners leads.

EPIC Business Essentials’ stated mission is to accelerate the sales of its members, generating leads, expanding direct sales opportunities and increasing the number of accounts awarded. As such, proactive engagement is central to the EPIC Business Essentials structure, organization and the participation of its members.

We will work closely with the OMNIA Partners team in the creation of all marketing materials representing the Master Agreement, and all materials will be subject to approval from OMNIA Partners prior to distribution in any form. All materials will 1819
clearly state that the Master Agreement was publicly awarded after a competitive solicitation process by a Principal Procurement Agency as a non-exclusive contract. EPIC Business Essentials will clearly demonstrate the best government pricing and state that Region 4 ESC / OMNIA Partners is offered to Public Agencies at zero cost to participate.

F. Confirm Supplier will train its national sales force on the Master Agreement. At a minimum, sales training should include:
i. Key features of Master Agreement
ii. Working knowledge of the solicitation process
iii. Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners
iv. Knowledge of benefits of the use of cooperative contracts EPIC Business Essentials has a proven and thorough training program already in place for the Master Agreement, with training systems, materials and expertise already evinced in extensively trained members selling through Region 4 ESC.

G. Provide the name, title, email and phone number for the person(s), who will be responsible for:
i. Executive Support
ii. Marketing
iii. Sales
iv. Sales Support
v. Financial Reporting
vi. Accounts Payable
vii. Contracts
Executive Support
Scott Zintz
Managing Director, EPIC Business Essentials
[email protected]
(630) 220-9505
Marketing
Jackson Carpenter
Sales, Marketing and Sustainability Coordinator, EPIC Business Essentials [email protected]
(828) 395-7458
Sales
Toby Tobin
National Account Manager, EPIC Business Essentials
[email protected]
(520) 334-5759
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Sales Support
Nita Turpin
Director of Operations, EPIC Business Essentials
[email protected]
(847) 261-0053
Amanda Lusk
Administrative Assistant, EPIC Business Essentials
[email protected]
(847) 349-9545
Financial Reporting
Pam Quakenbush
Accounting and System Support Supervisor, EPIC Business Essentials [email protected]
(847) 261-0082
Accounts Payable
Davida Townzen
Implementation & Collections Supervisor, EPIC Business Essentials [email protected]
(847) 261-0057
Contracts
Sarah Edgar
National Accounts Pricing/Data Analyst, EPIC Business Essentials [email protected]
(847) 261-0043
H. Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team.

EPIC Business Essentials is a small organization and runs our multi-million dollar organization as a lean ship. Scott Zintz, Managing Director oversees the entire EPIC Business Essentials organization and is responsible for sales, marketing, operations, and P&L.

Scott Zintz
Managing Director, EPIC Business Essentials
[email protected]
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Toby Tobin, National Sales Manager is responsible for EPIC’s public sector and healthcare contracts as well as several Enterprise and Commercial Accounts.

Jackson Carpenter, Sales and Marketing Coordinator offers support.

EPIC Business Essentials, as a value-added independent dealer cooperative, encompasses a network of over 1200 independent dealer members, with over 1600 locations and over than 5000 sales representatives. Acting as a Sales Accelerator for the independent dealer community, EPIC Business Essentials works to engage, certify and train these independent dealers, and their sales teams, on how to properly present and sell the OMNIA Partners/Region 4 ESC program to public agencies in their markets. While these sales reps are not technically “employed” by EPIC, they are highly motivated to grow their business, and are led by EPIC’s Managing Director, Scott Zintz, National Sales Manager, Toby Tobin, and Sales and Marketing Coordinator, Jackson Carpenter.

We at EPIC have taken the initiative to increase the number of trained and certified sales reps within our dealer network in order to drastically grow our current sales with Region 4 ESC/OMNIA Partners. We have invested in revamping our sales and marketing training programs, hired a Sales & Marketing Coordinator, purchased a lead generation program (GovSpend), as well as expanding our current inside sales program. We feel that these investments will be the key for consistent and sustained growth, should we be awarded a new agreement.

I. Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program.

EPIC Business Essentials maintains excellent working relationships with the key individuals within OMNIA Partners. Toby Tobin, our National Sales Manager works closely with his Director of Strategic Partner Development as well as his Senior Portfolio Manager in Marketing to discuss monthly territory updates, tradeshows, regional summits, and any other topics that arise nationally. Toby also works closely with OMNIA Partners Regional Managers to identify prospects, as well as introductions to EPIC’s member dealers in the markets that they service.

When Toby is in an OMNIA Partners Regional Manager territory, he works closely with the Regional Manager to assess any new business opportunities or territory changes. Once the relationships are built in the local market, EPIC’s member dealers will reach out to their Regional Manager to update agency changes, market conditions, new contacts within the agency and other selling needs.

Growth of the OMNIA Partners/Region 4 ESC contract is of the highest priority for EPIC Business Essentials. Beyond existing relationships and sales strategies, EPIC is implementing a substantially more aggressive training and education program for participating dealers, a new marketing program for prospective dealers interested in public sector sales and a conversion program for members of our parent company who hold other public sector contracts. In addition, we are embracing our new Sales Accelerator mentality and unveiling new tools and services to expand dealer reach and efficacy, including lead generation, personalized marketing and sales advocacy.
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J. Explain in detail how Supplier will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account set-up, timely contract administration, etc.

EPIC Business Essentials has extensive experience managing the overall national program through its previously awarded Region 4 ESC Master Agreement (2015). Our National Account Manager, Toby Tobin, oversees a robust coordination and management schedule including, but not limited to:
annual reviews with the OMNIA Partners team; quarterly reviews with OMNIA Partners Regional Managers in applicable territories; monthly calls with the OMNIA Partners Director of Partner Development and the OMNIA Partners Marketing team; attendance at OMNIA Partners’ Regional Summits, Annual Vendor Meetings, National tradeshows and State and Regional Association shows including CAPPO, CASBO and many others.

As detailed above, EPIC Business Essentials has a thorough marketing and sales strategy for the rollout of the Master Agreement over the first ninety days, culminating in regional meetings with our network of members. At our regional meetings we will promote the Master Agreement as the cornerstone of our public sector strategy. OMNIA Partners will be invited to co-host training events alongside EPIC Business Essentials’ Managing Director (Scott Zintz) to directly address questions and educate our members in Public Agency sales and strategy. An implementation plan will be documented and benchmarked, with full transparency granted to OMNIA Partners and Region 4.

EPIC Business Essentials continues to increase the number of trained and certified sales reps within our dealer network in order to drastically grow our current sales with Region 4 ESC/OMNIA Partners. We have invested in revamping our sales and marketing training programs, hired a Sales & Marketing Coordinator, purchased a lead generation program (GovSpend), as well as expanded our current inside sales program. We feel that these investments will be the key for consistent and sustained growth, should we be awarded a new agreement. We will continue to coordinate these efforts with the OMNIA Partners team for the duration of the Master Agreement to ensure the greatest possible growth in sales.

Our experience with the Region 4 ESC contract means that our implementation team already has the systems in place to provide the fastest-possible Participating Public Agency account setup and administration. Our team is trained and familiar with all aspects of Region 4 ESC sales, implementation and contract administration.

K. State the amount of Supplier’s Public Agency sales for the previous fiscal year.

Provide a list of Supplier’s top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each.

EPIC Business Essentials achieved $12M in Public Agency sales for the previous fiscal year.

See below for the top 10 Public Agency customers of EPIC Business Essentials, including total purchase for the previous fiscal year and a key contact for each agency.
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Agency  2018 Sales   Main Contact Email Address
Fort Bend ISD  $  1,219,978   Adrian Bolden [email protected] Aldine ISD  $     256,932   Carlotta Nicholas [email protected] City of Kansas City  $     563,255   Art Roberson [email protected] Port of Houston  $     122,000   Dean Ainuddin [email protected] Stanislaus County  $     739,879   Cathy Blair [email protected] San Jose USD  $     377,694   Socorro Vigil [email protected] City of Fontana  $     318,857   Elia Alvarez [email protected] San Diego Comm College  $     664,886   Kelly Rosas [email protected] San Diego USD  $     309,116   Andrea O'Hara [email protected] Lee County BOE  $     251,275   Tonia Freeman [email protected] Opelika City Schools  $     237,000   Lee Anne Turnham [email protected] L. Describe Supplier’s information systems capabilities and limitations regarding order management through receipt of payment, including description of multiple platforms that may be used for any of these functions.

Our business systems, and the solutions they bring the customer are the best in our industry. The business systems will provide the controls and managerial tools our customer’s desire and the warmth, helpfulness and friendliness required by your users.

All of our systems, both front end web applications as well as the back-end systems working in concert were originally created with growth as the number one goal. We have taken an approach of scalability for all of our systems and processes since day one.

What does this mean?
We believe everything we implement impacts business processes and must be considered for the long-term.

Our scalable systems then grow with the operation without the need for costly upgrades or major system changes which can lead to disruption.

Our system limitations at EPIC?
Through scalable framework, we have none.

EPIC Business Essentials uses Microsoft® Dynamics NAVISION for its ERP system. The NAV system is highly customizable and scalable and provides the ability to bolt-on best-in-class add-ins and enhancements easily. This highly flexible system enables us to grow and continue to meet the needs of our customers. The system stores all data in a SQL database which allows easy access to reporting and a single source of data.

Customer billing and receiving customer payments also utilizes the automation and flexibility built into the NAVISION system. Billing and reporting come from a large suite of already in place offers, as well as any customization requirements.

Flexibility and automation work in tandem at EPIC Business Essentials. 1824
M. Provide the Contract Sales (as defined in Section 10 of the OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement (“Guaranteed Contract Sales”).
$ 13,500,000 .00 in year one, beginning 2020
$ 14,500,000 .00 in year two, beginning 2021
$ 15,600,000 .00 in year three, beginning 2022
To the extent Supplier guarantees minimum Contract Sales, the administration fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales.

N. Even though it is anticipated many Public Agencies will be able to utilize the Master Agreement without further formal solicitation, there may be circumstances where Public Agencies will issue their own solicitations. The following options are available when responding to a solicitation for Products covered under the Master Agreement.
i. Respond with Master Agreement pricing (Contract Sales reported to OMNIA Partners).

EPIC Business Essentials when requested on the PPA solicitation for a cooperative contract will lead with OMNIA Partners Master Agreement. All contract sales will be reported to OMNIA Partners. ii. If competitive conditions require pricing lower than the standard Master Agreement not-to-exceed pricing, Supplier may respond with lower pricing through the Master Agreement. If Supplier is awarded the contract, the sales are reported as Contract Sales to OMNIA Partners under the Master Agreement.

EPIC Business Essentials in the terms of our proposal could price lower than the Master Agreement per the terms of the PPA solicitations defined as a HOT LIST or local contract. All contract sales will be reported to OMNIA Partners.
iii. Respond with pricing higher than Master Agreement only in the unlikely event that the Public Agency refuses to utilize Master Agreement (Contract Sales are not reported to OMNIA Partners).

EPIC Business Essentials at the time of this proposal will not respond to this section as an example of a response to a PPA. iv. If alternative or multiple proposals are permitted, respond with pricing higher than Master Agreement, and include Master Agreement as the alternate or additional proposal.

Depending on the requirements of the PPA solicitation, EPIC could respond to the solicitation with multiple responses to their proposal 1825
that could include higher pricing than the Master Agreement with OMNIA Partners. EPIC Business Essentials goal would be to move the PPA if awarded to the OMNIA Partners Master Agreement at a so defined time range and report those sales as Contract Sales to OMNIA partners.

Detail Supplier’s strategies under these options when responding to a solicitation. 1826

OMNIA PARTNERS EXHIBITS

EXHIBIT B- ADMINISTRATION AGREEMENT, EXAMPLE

ADMINISTRATION AGREEMENT
THIS ADMINISTRATION AGREEMENT (this “Agreement”) is made this day of 20 , between National Intergovernmental Purchasing Alliance Company, a Delaware corporation d/b/a OMNIA Partners Public Sector (“OMNIA Partners”), and (“Supplier”).

RECITALS
WHEREAS, the (the “Principal Procurement Agency”) has entered into a Master Agreement dated , Agreement No , by and between the Principal Procurement Agency and Supplier, (as may be amended from time to time in accordance with the terms thereof, the “Master Agreement”), as attached hereto as Exhibit A and incorporated herein by reference as though fully set forth herein, for the purchase of (the “Product”);
WHEREAS, said Master Agreement provides that any or all public agencies, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (collectively, “Public Agencies”), that register (either via registration on the OMNIA Partners website or execution of a Master Intergovernmental Cooperative Purchasing Agreement, attached hereto as Exhibit B) (each, hereinafter referred to as a “Participating Public Agency”) may purchase Product at prices stated in the Master Agreement;
WHEREAS, Participating Public Agencies may access the Master Agreement which is offered through OMNIA Partners to Public Agencies;
WHEREAS, OMNIA Partners serves as the contract administrator of the Master Agreement on behalf of Principal Procurement Agency;
WHEREAS, Principal Procurement Agency desires OMNIA Partners to proceed with administration of the Master Agreement; and
WHEREAS, OMNIA Partners and Supplier desire to enter into this Agreement to make available the Master Agreement to Participating Public Agencies and to set forth certain terms and conditions governing the relationship between OMNIA Partners and Supplier.

NOW, THEREFORE, in consideration of the payments to be made hereunder and the mutual covenants contained in this Agreement, OMNIA Partners and Supplier hereby agree as follows:
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DEFINITIONS

1. Capitalized terms used in this Agreement and not otherwise defined herein shall have the meanings given to them in the Master Agreement.

TERMS AND CONDITIONS

2. The Master Agreement and the terms and conditions contained therein shall apply to this Agreement except as expressly changed or modified by this Agreement. Supplier acknowledges and agrees that the covenants and agreements of Supplier set forth in the solicitation and Supplier’s response thereto resulting in the Master Agreement are incorporated herein and are an integral part hereof.

3. OMNIA Partners shall be afforded all of the rights, privileges and indemnifications afforded to Principal Procurement Agency by or from Supplier under the Master Agreement, and such rights, privileges and indemnifications shall accrue and apply with equal effect to OMNIA Partners, its agents, employees, directors, and representatives under this Agreement including, but not limited to, Supplier’s obligation to obtain appropriate insurance.

4. OMNIA Partners shall perform all of its duties, responsibilities and obligations as contract administrator of the Master Agreement on behalf of Principal Procurement Agency as set forth herein, and Supplier hereby acknowledges and agrees that all duties, responsibilities and obligations will be undertaken by OMNIA Partners solely in its capacity as the contract administrator under the Master Agreement.

5. With respect to any purchases by Principal Procurement Agency or any Participating Public Agency pursuant to the Master Agreement, OMNIA Partners shall not be: (i) construed as a dealer, re-marketer, representative, partner or agent of any type of the Supplier, Principal Procurement Agency or any Participating Public Agency; (ii) obligated, liable or responsible for any order for Product made by Principal Procurement Agency or any Participating Public Agency or any employee thereof under the Master Agreement or for any payment required to be made with respect to such order for Product; and (iii) obligated, liable or responsible for any failure by Principal Procurement Agency or any Participating Public Agency to comply with procedures or requirements of applicable law or the Master Agreement or to obtain the due authorization and approval necessary to purchase under the Master Agreement. OMNIA Partners makes no representation or guaranty with respect to any minimum purchases by Principal Procurement Agency or any Participating Public Agency or any employee thereof under this Agreement or the Master Agreement.

6. OMNIA Partners shall not be responsible for Supplier’s performance under the Master Agreement, and Supplier shall hold OMNIA Partners harmless from any liability that may arise from the acts or omissions of Supplier in connection with the Master Agreement.

7. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, OMNIA

PARTNERS EXPRESSLY DISCLAIMS ALL EXPRESS OR IMPLIED REPRESENTATIONS AND WARRANTIES REGARDING OMNIA PARTNERS’ PERFORMANCE AS A CONTRACT ADMINISTRATOR OF THE MASTER AGREEMENT. OMNIA PARTNERS SHALL NOT BE

LIABLE IN ANY WAY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL,

EXEMPLARY, PUNITIVE, OR RELIANCE DAMAGES, EVEN IF OMNIA PARTNERS IS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
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TERM OF AGREEMENT; TERMINATION

8. This Agreement shall be in effect so long as the Master Agreement remains in effect, provided, however, that the provisions of Sections 3 – 8 and 12 – 23, hereof and the indemnifications afforded by the Supplier to OMNIA Partners in the Master Agreement, to the extent such provisions survive any expiration or termination of the Master Agreement, shall survive the expiration or termination of this Agreement.

9. Supplier’s failure to maintain its covenants and commitments contained in this Agreement or any action of the Supplier which gives rise to a right by Principal Procurement Agency to terminate the Master Agreement shall constitute a material breach of this Agreement.

If such breach is not cured within thirty (30) days of written notice to Supplier, in addition to any and all remedies available at law or equity, OMNIA Partners shall have the right to terminate this Agreement, at OMNIA Partners’ sole discretion. Notwithstanding anything contained herein to the contrary, this Agreement shall terminate on the date of the termination or expiration of the Master Agreement.

NATIONAL PROMOTION

10. OMNIA Partners and Supplier shall publicize and promote the availability of the Master Agreement’s products and services to Public Agencies and such agencies’ employees.

Supplier shall require each Public Agency to register its participation in the OMNIA Partners program by either registering on the OMNIA Partners website (www.omniapartners.com/publicsector), or executing a Master Intergovernmental Cooperative Purchasing Agreement prior to processing the Participating Public Agency’s first sales order.

Upon request, Supplier shall make available to interested Public Agencies a copy of the Master Agreement and such price lists or quotes as may be necessary for such Public Agencies to evaluate potential purchases.

11. Supplier shall provide such marketing and administrative support as set forth in the solicitation resulting in the Master Agreement, including assisting in development of marketing materials as reasonably requested by Principal Procurement Agency and OMNIA Partners.

Supplier shall be responsible for obtaining permission or license of use and payment of any license fees for all content and images Supplier provides to OMNIA Partners or posts on the OMNIA Partners website. Supplier shall indemnify, defend and hold harmless OMNIA Partners for use of all such content and images including copyright infringement claims. Supplier and OMNIA Partners each hereby grant to the other party a limited, revocable, non-transferable, nonsublicensable right to use such party’s logo (each, the “Logo”) solely for use in marketing the Master Agreement. Each party shall provide the other party with the standard terms of use of such party’s Logo, and such party shall comply with such terms in all material respects. Both parties shall obtain approval from the other party prior to use of such party’s Logo. Notwithstanding the foregoing, the parties understand and agree that except as provided herein neither party shall have any right, title or interest in the other party’s Logo. Upon termination of this Agreement, each party shall immediately cease use of the other party’s Logo.

ADMINISTRATIVE FEE, REPORTING & PAYMENT

12. An “Administrative Fee” shall be defined and due to OMNIA Partners from Supplier in the amount of percent ( %) (“Administrative Fee Percentage”) multiplied by the total purchase amount paid to Supplier, less refunds, credits on returns, rebates and discounts, for the sale of products and/or services to Principal Procurement Agency and Participating Public Agencies pursuant to the Master Agreement (as amended from time to time and including any renewal thereof) (“Contract Sales”). From time to time the parties may mutually agree in writing 1829
to a lower Administrative Fee Percentage for a specifically identified Participating Public Agency’s Contract Sales.

13. Supplier shall provide OMNIA Partners with an electronic accounting report monthly, in the format prescribed by OMNIA Partners, summarizing all Contract Sales for each calendar month. The Contract Sales reporting format is provided as Exhibit C (“Contract Sales Report”), attached hereto and incorporated herein by reference. Contract Sales Reports for each calendar month shall be provided by Supplier to OMNIA Partners by the 10th day of the following month.

Failure to provide a Contract Sales Report within the time and manner specified herein shall constitute a material breach of this Agreement and if not cured within thirty (30) days of written notice to Supplier shall be deemed a cause for termination of the Master Agreement, at Principal Procurement Agency’s sole discretion, and/or this Agreement, at OMNIA Partners’ sole discretion.

14. Administrative Fee payments are to be paid by Supplier to OMNIA Partners at the frequency and on the due date stated in Section 13, above, for Supplier’s submission of corresponding Contract Sales Reports. Administrative Fee payments are to be made via Automated Clearing House (ACH) to the OMNIA Partners designated financial institution identified in Exhibit D. Failure to provide a payment of the Administrative Fee within the time and manner specified herein shall constitute a material breach of this Agreement and if not cured within thirty (30) days of written notice to Supplier shall be deemed a cause for termination of the Master Agreement, at Principal Procurement Agency’s sole discretion, and/or this Agreement, at OMNIA Partners’ sole discretion. All Administrative Fees not paid when due shall bear interest at a rate equal to the lesser of one and one-half percent (1 1/2%) per month or the maximum rate permitted by law until paid in full.

15. Supplier shall maintain an accounting of all purchases made by Participating Public Agencies under the Master Agreement. OMNIA Partners, or its designee, in OMNIA Partners’ sole discretion, reserves the right to compare Participating Public Agency records with Contract Sales Reports submitted by Supplier for a period of four (4) years from the date OMNIA Partners receives such report. In addition, OMNIA Partners may engage a third party to conduct an independent audit of Supplier’s monthly reports. In the event of such an audit, Supplier shall provide all materials reasonably requested relating to such audit by OMNIA Partners at the location designated by OMNIA Partners. In the event an underreporting of Contract Sales and a resulting underpayment of Administrative Fees is revealed, OMNIA Partners will notify the Supplier in writing. Supplier will have thirty (30) days from the date of such notice to resolve the discrepancy to OMNIA Partners’ reasonable satisfaction, including payment of any Administrative Fees due and owing, together with interest thereon in accordance with Section 13, and reimbursement of OMNIA Partners’ costs and expenses related to such audit.

GENERAL PROVISIONS

16. This Agreement, the Master Agreement and the exhibits referenced herein supersede any and all other agreements, either oral or in writing, between the parties hereto with respect to the subject matter hereto and no other agreement, statement, or promise relating to the subject matter of this Agreement which is not contained or incorporated herein shall be valid or binding.

In the event of any conflict between the provisions of this Agreement and the Master Agreement, as between OMNIA Partners and Supplier, the provisions of this Agreement shall prevail.

17. If any action at law or in equity is brought to enforce or interpret the provisions of this Agreement or to recover any Administrative Fee and accrued interest, the prevailing party shall be entitled to reasonable attorney’s fees and costs in addition to any other relief to which it may be entitled.
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18. This Agreement and OMNIA Partners’ rights and obligations hereunder may be assigned at OMNIA Partners’ sole discretion to an affiliate of OMNIA Partners, any purchaser of any or all or substantially all of the assets of OMNIA Partners, or the successor entity as a result of a merger, reorganization, consolidation, conversion or change of control, whether by operation of law or otherwise. Supplier may not assign its obligations hereunder without the prior written consent of OMNIA Partners.

19. All written communications given hereunder shall be delivered by first-class mail, postage prepaid, or overnight delivery on receipt to the addresses as set forth below.

A. OMNIA Partners:

OMNIA Partners
Attn: President
840 Crescent Centre Drive
Suite 600
Franklin, TN 37067
B. Supplier:
[ ]
[ ]
[ ]
[ ]

20. If any provision of this Agreement shall be deemed to be, or shall in fact be, illegal, inoperative or unenforceable, the same shall not affect any other provision or provisions herein contained or render the same invalid, inoperative or unenforceable to any extent whatever, and this Agreement will be construed by limiting or invalidating such provision to the minimum extent necessary to make such provision valid, legal and enforceable.

21. This Agreement may not be amended, changed, modified, or altered without the prior written consent of the parties hereto, and no provision of this Agreement may be discharged or waived, except by a writing signed by the parties. A waiver of any particular provision will not be deemed a waiver of any other provision, nor will a waiver given on one occasion be deemed to apply to any other occasion.

22. This Agreement shall inure to the benefit of and shall be binding upon OMNIA Partners, the Supplier and any respective successor and assign thereto; subject, however, to the limitations contained herein.

23. This Agreement will be construed under and governed by the laws of the State of Delaware, excluding its conflicts of law provisions and any action arising out of or related to this Agreement shall be commenced solely and exclusively in the state or federal courts in Williamson County Tennessee.

24. This Agreement may be executed in counterparts, each of which is an original but all of which, together, shall constitute but one and the same instrument. The exchange of copies of this Agreement and of signature pages by facsimile, or by .pdf or similar electronic transmission, will constitute effective execution and delivery of this Agreement as to the parties and may be used in lieu of the original Agreement for all purposes. Signatures of the parties transmitted by facsimile, or by .pdf or similar electronic transmission, will be deemed to be their original signatures for any purpose whatsoever. 1831
[INSERT SUPPLIER ENTITY NAME] NATIONAL INTERGOVERNMENTAL

PURCHASING ALLIANCE COMPANY
d/b/a OMNIA Partners Public Sector
Signature Signature
Sarah Vavra
Name Name
Sr. Vice President, Public Sector Contracting
Title Title
Date Date
1832

OMNIA PARTNERS EXHIBITS
EXHIBIT C – MASTER INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENT,

EXAMPLE

MASTER INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENT This Master Intergovernmental Cooperative Purchasing Agreement (this “Agreement”) is entered into by and between those certain government agencies that execute a Principal Procurement Agency Certificate (“Principal Procurement Agencies”) with National Intergovernmental Purchasing Alliance Company, a Delaware corporation d/b/a OMNIA Partners Public Sector (“OMNIA Partners”) to be appended and made a part hereof and such other public agencies (“Participating Public Agencies”) who register to participate in the cooperative purchasing programs administered by OMNIA Partners and its affiliates and subsidiaries (collectively, the “OMNIA Partners Parties”) by either registering on a OMNIA Partners Party website (such as www.omniapartners.com/publicsector or www.nationalipa.org or any successor website), or by executing a copy of this Agreement.

RECITALS
WHEREAS, after a competitive solicitation and selection process by Principal Procurement Agencies, in compliance with their own policies, procedures, rules and regulations, a number of suppliers have entered into “Master Agreements” (herein so called) to provide a variety of goods, products and services (“Products”) to the applicable Principal Procurement Agency and the Participating Public Agencies;
WHEREAS, Master Agreements are made available by Principal Procurement Agencies through the OMNIA Partners Parties and provide that Participating Public Agencies may purchase Products on the same terms, conditions and pricing as the Principal Procurement Agency, subject to any applicable federal and/or local purchasing ordinances and the laws of the State of purchase; and WHEREAS, in addition to Master Agreements, the OMNIA Partners Parties may from time to time offer Participating Public Agencies the opportunity to acquire Products through other group purchasing agreements.

NOW, THEREFORE, in consideration of the mutual promises contained in this Agreement, and of the mutual benefits to result, the parties hereby agree as follows:

1. Each party will facilitate the cooperative procurement of Products.

2. The Participating Public Agencies shall procure Products in accordance with and subject to the relevant federal, state and local statutes, ordinances, rules and regulations that govern Participating Public Agency’s procurement practices. The Participating Public Agencies hereby acknowledge and agree that it is the intent of the parties that all provisions of this Agreement and that Principal Procurement Agencies’ participation in the program described herein comply with all applicable laws, including but not limited to the requirements of 42 C.F.R. § 1001.952(h), as may be amended from time to time. The Participating Public Agencies further acknowledge and agree that they are solely responsible for their compliance with all applicable “safe harbor” regulations, including but not limited to any and all obligations to fully and accurately report discounts and 1833
incentives.

3. The Participating Public Agency represents and warrants that the Participating Public Agency is not a hospital or other healthcare provider and is not purchasing Products on behalf of a hospital or healthcare provider.

4. The cooperative use of Master Agreements shall be in accordance with the terms and conditions of the Master Agreements, except as modification of those terms and conditions is otherwise required by applicable federal, state or local law, policies or procedures.

5. The Principal Procurement Agencies will make available, upon reasonable request, Master Agreement information which may assist in improving the procurement of Products by the Participating Public Agencies.

6. The Participating Public Agency agrees the OMNIA Partners Parties may provide access to group purchasing organization (“GPO”) agreements directly or indirectly by enrolling the Participating Public Agency in another GPO’s purchasing program, including but not limited to Vizient Source, LLC, Provista, Inc. and other OMNIA Partners affiliates and subsidiaries; provided the purchase of Products through a OMNIA Partners Party or any other GPO shall be at the Participating Public Agency’s sole discretion.

7. The Participating Public Agencies (each a “Procuring Party”) that procure Products through any Master Agreement or GPO Product supply agreement (each a “GPO Contract”) will make timely payments to the distributor, manufacturer or other vendor (collectively, “Supplier”) for Products received in accordance with the terms and conditions of the Master Agreement or GPO Contract, as applicable. Payment for Products and inspections and acceptance of Products ordered by the Procuring Party shall be the exclusive obligation of such Procuring Party. Disputes between Procuring Party and any Supplier shall be resolved in accordance with the law and venue rules of the State of purchase unless otherwise agreed to by the Procuring Party and Supplier.

8. The Procuring Party shall not use this Agreement as a method for obtaining additional concessions or reduced prices for purchase of similar products or services outside of the Master Agreement. Master Agreements may be structured with not-to-exceed pricing, in which cases the Supplier may offer the Procuring Party and the Procuring Party may accept lower pricing or additional concessions for purchase of Products through a Master Agreement.

9. The Procuring Party shall be responsible for the ordering of Products under this Agreement. A non-procuring party shall not be liable in any fashion for any violation by a Procuring Party, and, to the extent permitted by applicable law, the Procuring Party shall hold non-procuring party harmless from any liability that may arise from the acts or omissions of the Procuring Party.

10. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE OMNIA

PARTNERS PARTIES EXPRESSLY DISCLAIM ALL EXPRESS OR IMPLIED

REPRESENTATIONS AND WARRANTIES REGARDING ANY PRODUCT, MASTER AGREEMENT AND GPO CONTRACT. THE OMNIA PARTNERS PARTIES SHALL NOT BE 1834

LIABLE IN ANY WAY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL,

EXEMPLARY, PUNITIVE, OR RELIANCE DAMAGES, EVEN IF THE NATIONAL IPA PARTIES ARE ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. FURTHER, THE

PROCURING PARTY ACKNOWLEDGES AND AGREES THAT THE OMNIAL PARTNERS

PARTIES SHALL HAVE NO LIABILITY FOR ANY ACT OR OMISSION BY A SUPPLIER OR OTHER PARTY UNDER A MASTER AGREEMENT OR GPO CONTRACT.

11. This Agreement shall remain in effect until termination by either party giving thirty (30) days’ written notice to the other party. The provisions of Paragraphs 6 - 10 hereof shall survive any such termination.

12. This Agreement shall take effect upon (i) execution of the Principal Procurement Agency Certificate, or (ii) the registration on a OMNIA Partners Party website or the execution of this Agreement by a Participating Public Agency, as applicable. [Insert Participating Public Agency Name] NATIONAL INTERGOVERNMENTAL

PURCHASING ALLIANCE COMPANY
d/b/a OMNIA Partners Public Sector
Signature
Name
Title and Agency Name
Date
1835

OMNIA PARTNERS EXHIBITS
EXHIBIT D – OMNIA PARTNERS PRINCIPAL PROCUREMENT AGENCY CERTIFICATE, EXAMPLE

PRINCIPAL PROCUREMENT AGENCY CERTIFICATE
In its capacity as a Principal Procurement Agency (as defined below) for National Intergovernmental Purchasing Alliance Company, a Delaware corporation d/b/a OMNIA Partners Public Sector (“OMNIA Partners”), [NAME OF PPA] agrees to pursue Master Agreements for Products as specified in the attached Exhibits to this Principal Procurement Agency Certificate.

I hereby acknowledge, in my capacity as of and on behalf of [NAME OF PPA] (“Principal Procurement Agency”), that I have read and hereby agree to the general terms and conditions set forth in the attached Master Intergovernmental Cooperative Purchasing Agreement regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Principal Procurement Agencies to Participating Public Agencies nationwide through OMNIA Partners.

I understand that the purchase of one or more Products under the provisions of the Master Intergovernmental Cooperative Purchasing Agreement is at the sole and complete discretion of the Participating Public Agency.

Authorized Signature, [PRINCIPAL PROCUREMENT AGENCY]
Signature
Name
Title
Date
1836

OMNIA PARTNERS EXHIBITS
EXHIBIT E – OMNIA PARTNERS CONTRACT SALES REPORTING TEMPLATE

OMNIA PARTNERS EXHIBITS

EXHIBIT C - CONTRACT SALES REPORTING TEMPLATE
(to be submitted electronically in Microsoft Excel format) OMNIA Partners Contract Sales Monthly Report
Supplier Name:

Contract Sales Report Month:

Contract ID:

Supplier Reporting Contact:

Title:

Phone:

Email:

Participating Agency Name Address City State Zip Code
Participating
Agency #
{Assigned by
National IPA
and provided
to Supplier}
Transaction
Date
(Date of
Sale)
Contract
Sales for
Month ($)
Admin
Fee %
Admin
Fee $

Report Totals
Cumulative Contract Sales
1837
1838
1839
1840
1841

OMNIA PARTNERS EXHIBITS

EXHIBIT G- NEW JERSEY BUSINESS COMPLIANCE

NEW JERSEY BUSINESS COMPLIANCE
Suppliers intending to do business in the State of New Jersey must comply with policies and procedures required under New Jersey statues. All offerors submitting proposals must complete the following forms specific to the State of New Jersey. Completed forms should be submitted with the offeror’s response to the RFP. Failure to complete the New Jersey packet will impact OMNIA Partners’ ability to promote the Master Agreement in the State of New Jersey.

DOC #1 Ownership Disclosure Form
DOC #2 Non-Collusion Affidavit
DOC #3 Affirmative Action Affidavit
DOC #4 Political Contribution Disclosure Form
DOC #5 Stockholder Disclosure Certification
DOC #6 Certification of Non-Involvement in Prohibited Activities in Iran DOC #7 New Jersey Business Registration Certificate
New Jersey suppliers are required to comply with the following New Jersey statutes when applicable:
 all anti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2-14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38;  Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the Act;
 Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26; and  Bid and Performance Security, as required by the applicable municipal or state statutes. 1842
1843
1844
1845
1846
1847
1848
1849
1850
1851
1852
1853
1854
1855
1856
1857
1858

OMNIA PARTNERS EXHIBITS

EXHIBIT H- OMNIA PARTNERS ADVERTISING COMPLIANCE REQUIREMENT Pursuant to certain state notice provisions, including but not limited to Oregon Revised Statutes Chapter 279A.220, the following public agencies and political subdivisions of the referenced public agencies are eligible to register with OMNIA Partners and access the Master Agreement contract award made pursuant to this solicitation, and are hereby given notice of the foregoing request for proposals for purposes of complying with the procedural requirements of said statutes:

Nationwide:

State of Alabama State of Hawaii State of
Massachusetts
State of New Mexico State of South
Dakota
State of Alaska State of Idaho State of Michigan State of New York State of Tennessee
State of Arizona State of Illinois State of Minnesota State of North Carolina
State of Texas
State of
Arkansas
State of Indiana State of Mississippi State of North
Dakota
State of Utah
State of
California
State of Iowa State of Missouri State of Ohio State of
Vermont
State of Colorado State of Kansas State of Montana State of Oklahoma State of Virginia State of
Connecticut
State of
Kentucky
State of Nebraska State of Oregon State of
Washington
State of
Delaware
State of
Louisiana
State of Nevada State of
Pennsylvania
State of West
Virginia
State of Florida State of Maine State of New
Hampshire
State of Rhode
Island
State of
Wisconsin
State of Georgia State of
Maryland
State of New
Jersey
State of South
Carolina
State of
Wyoming
District of
Columbia

Lists of political subdivisions and local governments in the above referenced states / districts may be found at http://www.usa.gov/Agencies/State_and_Territories.shtml and https://www.usa.gov/local-governments.

Certain Public Agencies and Political Subdivisions:

CITIES, TOWNS, VILLAGES AND BOROUGHS
INCLUDING BUT NOT LIMITED TO:

BAKER CITY GOLF COURSE, OR

CITY OF ADAIR VILLAGE, OR

CITY OF ASHLAND, OR

CITY OF AUMSVILLE, OR

CITY OF AURORA, OR

CITY OF BAKER, OR

CITY OF BATON ROUGE, LA

CITY OF BEAVERTON, OR

CITY OF BEND, OR

CITY OF BOARDMAN, OR

CITY OF BONANAZA, OR

CITY OF BOSSIER CITY, LA

CITY OF BROOKINGS, OR

CITY OF BURNS, OR

CITY OF CANBY, OR

CITY OF CANYONVILLE, OR

CITY OF CLATSKANIE, OR

CITY OF COBURG, OR

CITY OF CONDON, OR

CITY OF COQUILLE, OR

CITY OF CORVALLI, OR

CITY OF CORVALLIS PARKS AND RECREATION

DEPARTMENT, OR

CITY OF COTTAGE GROVE, OR

CITY OF DONALD, OR

CITY OF EUGENE, OR

CITY OF FOREST GROVE, OR

CITY OF GOLD HILL, OR

CITY OF GRANTS PASS, OR

CITY OF GRESHAM, OR

CITY OF HILLSBORO, OR

CITY OF INDEPENDENCE, OR

CITY AND COUNTY OF HONOLULU, HI

CITY OF KENNER, LA

CITY OF LA GRANDE, OR

CITY OF LAFAYETTE, LA

CITY OF LAKE CHARLES, OR

CITY OF LEBANON, OR

CITY OF MCMINNVILLE, OR

CITY OF MEDFORD, OR

CITY OF METAIRIE, LA

CITY OF MILL CITY, OR

CITY OF MILWAUKIE, OR

CITY OF MONROE, LA

CITY OF MOSIER, OR

CITY OF NEW ORLEANS, LA

CITY OF NORTH PLAINS, OR

CITY OF OREGON CITY, OR

CITY OF PILOT ROCK, OR

CITY OF PORTLAND, OR

CITY OF POWERS, OR

CITY OF PRINEVILLE, OR
1859

CITY OF REDMOND, OR

CITY OF REEDSPORT, OR

CITY OF RIDDLE, OR

CITY OF ROGUE RIVER, OR

CITY OF ROSEBURG, OR

CITY OF SALEM, OR

CITY OF SANDY, OR

CITY OF SCAPPOOSE, OR

CITY OF SHADY COVE, OR

CITY OF SHERWOOD, OR

CITY OF SHREVEPORT, LA

CITY OF SILVERTON, OR

CITY OF SPRINGFIELD, OR
CITY OF ST. HELENS, OR
CITY OF ST. PAUL, OR

CITY OF SULPHUR, LA

CITY OF TIGARD, OR

CITY OF TROUTDALE, OR

CITY OF TUALATIN, OR

CITY OF WALKER, LA

CITY OF WARRENTON, OR

CITY OF WEST LINN, OR

CITY OF WILSONVILLE, OR

CITY OF WINSTON, OR

CITY OF WOODBURN, OR

LEAGUE OF OREGON CITES

THE CITY OF HAPPY VALLEY OREGON

ALPINE, UT

ALTA, UT

ALTAMONT, UT

ALTON, UT

AMALGA, UT

AMERICAN FORK CITY, UT

ANNABELLA, UT

ANTIMONY, UT

APPLE VALLEY, UT

AURORA, UT

BALLARD, UT

BEAR RIVER CITY, UT

BEAVER, UT

BICKNELL, UT

BIG WATER, UT

BLANDING, UT

BLUFFDALE, UT

BOULDER, UT

CITY OF BOUNTIFUL, UT

BRIAN HEAD, UT

BRIGHAM CITY CORPORATION, UT

BRYCE CANYON CITY, UT

CANNONVILLE, UT

CASTLE DALE, UT

CASTLE VALLEY, UT

CITY OF CEDAR CITY, UT

CEDAR FORT, UT

CITY OF CEDAR HILLS, UT

CENTERFIELD, UT

CENTERVILLE CITY CORPORATION, UT

CENTRAL VALLEY, UT

CHARLESTON, UT

CIRCLEVILLE, UT

CLARKSTON, UT

CLAWSON, UT

CLEARFIELD, UT

CLEVELAND, UT

CLINTON CITY CORPORATION, UT

COALVILLE, UT

CORINNE, UT

CORNISH, UT

COTTONWOOD HEIGHTS, UT

DANIEL, UT

DELTA, UT

DEWEYVILLE, UT

DRAPER CITY, UT

DUCHESNE, UT

EAGLE MOUNTAIN, UT

EAST CARBON, UT

ELK RIDGE, UT

ELMO, UT

ELSINORE, UT

ELWOOD, UT

EMERY, UT

ENOCH, UT

ENTERPRISE, UT

EPHRAIM, UT

ESCALANTE, UT

EUREKA, UT

FAIRFIELD, UT

FAIRVIEW, UT

FARMINGTON, UT

FARR WEST, UT

FAYETTE, UT

FERRON, UT

FIELDING, UT

FILLMORE, UT

FOUNTAIN GREEN, UT

FRANCIS, UT

FRUIT HEIGHTS, UT

GARDEN CITY, UT

GARLAND, UT

GENOLA, UT

GLENDALE, UT

GLENWOOD, UT

GOSHEN, UT

GRANTSVILLE, UT

GREEN RIVER, UT

GUNNISON, UT

HANKSVILLE, UT

HARRISVILLE, UT

HATCH, UT

HEBER CITY CORPORATION, UT

HELPER, UT

HENEFER, UT

HENRIEVILLE, UT

HERRIMAN, UT

HIDEOUT, UT

HIGHLAND, UT

HILDALE, UT

HINCKLEY, UT

HOLDEN, UT

HOLLADAY, UT

HONEYVILLE, UT

HOOPER, UT

HOWELL, UT

HUNTINGTON, UT

HUNTSVILLE, UT

CITY OF HURRICANE, UT

HYDE PARK, UT

HYRUM, UT

INDEPENDENCE, UT

IVINS, UT
1860

JOSEPH, UT

JUNCTION, UT

KAMAS, UT

KANAB, UT

KANARRAVILLE, UT

KANOSH, UT

KAYSVILLE, UT

KINGSTON, UT

KOOSHAREM, UT

LAKETOWN, UT

LA VERKIN, UT

LAYTON, UT

LEAMINGTON, UT

LEEDS, UT

LEHI CITY CORPORATION, UT

LEVAN, UT

LEWISTON, UT

LINDON, UT

LOA, UT

LOGAN CITY, UT

LYMAN, UT

LYNNDYL, UT

MANILA, UT

MANTI, UT

MANTUA, UT

MAPLETON, UT

MARRIOTT-SLATERVILLE, UT

MARYSVALE, UT

MAYFIELD, UT

MEADOW, UT

MENDON, UT
MIDVALE CITY INC., UT

MIDWAY, UT

MILFORD, UT

MILLVILLE, UT

MINERSVILLE, UT

MOAB, UT

MONA, UT

MONROE, UT

CITY OF MONTICELLO, UT

MORGAN, UT

MORONI, UT

MOUNT PLEASANT, UT

MURRAY CITY CORPORATION, UT

MYTON, UT

NAPLES, UT

NEPHI, UT

NEW HARMONY, UT

NEWTON, UT

NIBLEY, UT

NORTH LOGAN, UT

NORTH OGDEN, UT

NORTH SALT LAKE CITY, UT

OAK CITY, UT

OAKLEY, UT

OGDEN CITY CORPORATION, UT

OPHIR, UT

ORANGEVILLE, UT

ORDERVILLE, UT

OREM, UT

PANGUITCH, UT

PARADISE, UT

PARAGONAH, UT

PARK CITY, UT

PAROWAN, UT

PAYSON, UT

PERRY, UT

PLAIN CITY, UT

PLEASANT GROVE CITY, UT

PLEASANT VIEW, UT

PLYMOUTH, UT

PORTAGE, UT

PRICE, UT

PROVIDENCE, UT

PROVO, UT

RANDOLPH, UT

REDMOND, UT

RICHFIELD, UT

RICHMOND, UT

RIVERDALE, UT

RIVER HEIGHTS, UT

RIVERTON CITY, UT

ROCKVILLE, UT

ROCKY RIDGE, UT

ROOSEVELT CITY CORPORATION, UT

ROY, UT

RUSH VALLEY, UT
CITY OF ST. GEORGE, UT

SALEM, UT

SALINA, UT

SALT LAKE CITY CORPORATION, UT

SANDY, UT

SANTA CLARA, UT

SANTAQUIN, UT

SARATOGA SPRINGS, UT

SCIPIO, UT

SCOFIELD, UT

SIGURD, UT

SMITHFIELD, UT

SNOWVILLE, UT

CITY OF SOUTH JORDAN, UT

SOUTH OGDEN, UT

CITY OF SOUTH SALT LAKE, UT

SOUTH WEBER, UT

SPANISH FORK, UT

SPRING CITY, UT

SPRINGDALE, UT

SPRINGVILLE, UT

STERLING, UT

STOCKTON, UT

SUNNYSIDE, UT

SUNSET CITY CORP, UT

SYRACUSE, UT

TABIONA, UT

CITY OF TAYLORSVILLE, UT

TOOELE CITY CORPORATION, UT

TOQUERVILLE, UT

TORREY, UT

TREMONTON CITY, UT

TRENTON, UT

TROPIC, UT

UINTAH, UT

VERNAL CITY, UT

VERNON, UT

VINEYARD, UT

VIRGIN, UT

WALES, UT

WALLSBURG, UT

WASHINGTON CITY, UT

WASHINGTON TERRACE, UT
1861

WELLINGTON, UT

WELLSVILLE, UT

WENDOVER, UT

WEST BOUNTIFUL, UT

WEST HAVEN, UT

WEST JORDAN, UT

WEST POINT, UT

WEST VALLEY CITY, UT

WILLARD, UT

WOODLAND HILLS, UT

WOODRUFF, UT

WOODS CROSS, UT

COUNTIES AND PARISHES INCLUDING BUT
NOT LIMITED TO:

ASCENSION PARISH, LA

ASCENSION PARISH, LA, CLEAR OF COURT

CADDO PARISH, LA

CALCASIEU PARISH, LA
CALCASIEU PARISH SHERIFF’S OFFICE, LA

CITY AND COUNTY OF HONOLULU, HI

CLACKAMAS COUNTY, OR

CLACKAMAS COUNTY DEPT OF

TRANSPORTATION, OR

CLATSOP COUNTY, OR

COLUMBIA COUNTY, OR

COOS COUNTY, OR

COOS COUNTY HIGHWAY DEPARTMENT, OR

COUNTY OF HAWAII, OR

CROOK COUNTY, OR

CROOK COUNTY ROAD DEPARTMENT, OR

CURRY COUNTY, OR

DESCHUTES COUNTY, OR

DOUGLAS COUNTY, OR

EAST BATON ROUGE PARISH, LA

GILLIAM COUNTY, OR

GRANT COUNTY, OR

HARNEY COUNTY, OR

HARNEY COUNTY SHERIFFS OFFICE, OR

HAWAII COUNTY, HI

HOOD RIVER COUNTY, OR

JACKSON COUNTY, OR

JEFFERSON COUNTY, OR

JEFFERSON PARISH, LA

JOSEPHINE COUNTY GOVERNMENT, OR

LAFAYETTE CONSOLIDATED GOVERNMENT, LA

LAFAYETTE PARISH, LA

LAFAYETTE PARISH CONVENTION & VISITORS

COMMISSION

LAFOURCHE PARISH, LA

KAUAI COUNTY, HI

KLAMATH COUNTY, OR

LAKE COUNTY, OR

LANE COUNTY, OR

LINCOLN COUNTY, OR

LINN COUNTY, OR

LIVINGSTON PARISH, LA

MALHEUR COUNTY, OR

MAUI COUNTY, HI

MARION COUNTY, SALEM, OR

MORROW COUNTY, OR

MULTNOMAH COUNTY, OR

MULTNOMAH COUNTY BUSINESS AND

COMMUNITY SERVICES, OR

MULTNOMAH COUNTY SHERIFFS OFFICE, OR

MULTNOMAH LAW LIBRARY, OR

ORLEANS PARISH, LA

PLAQUEMINES PARISH, LA

POLK COUNTY, OR

RAPIDES PARISH, LA

SAINT CHARLES PARISH, LA

SAINT CHARLES PARISH PUBLIC SCHOOLS, LA

SAINT LANDRY PARISH, LA

SAINT TAMMANY PARISH, LA

SHERMAN COUNTY, OR

TERREBONNE PARISH, LA

TILLAMOOK COUNTY, OR

TILLAMOOK COUNTY SHERIFF'S OFFICE, OR

TILLAMOOK COUNTY GENERAL HOSPITAL, OR

UMATILLA COUNTY, OR

UNION COUNTY, OR

WALLOWA COUNTY, OR

WASCO COUNTY, OR

WASHINGTON COUNTY, OR

WEST BATON ROUGE PARISH, LA

WHEELER COUNTY, OR

YAMHILL COUNTY, OR

COUNTY OF BOX ELDER, UT

COUNTY OF CACHE, UT

COUNTY OF RICH, UT

COUNTY OF WEBER, UT

COUNTY OF MORGAN, UT

COUNTY OF DAVIS, UT

COUNTY OF SUMMIT, UT

COUNTY OF DAGGETT, UT

COUNTY OF SALT LAKE, UT

COUNTY OF TOOELE, UT

COUNTY OF UTAH, UT

COUNTY OF WASATCH, UT

COUNTY OF DUCHESNE, UT

COUNTY OF UINTAH, UT

COUNTY OF CARBON, UT

COUNTY OF SANPETE, UT

COUNTY OF JUAB, UT

COUNTY OF MILLARD, UT

COUNTY OF SEVIER, UT

COUNTY OF EMERY, UT

COUNTY OF GRAND, UT

COUNTY OF BEVER, UT

COUNTY OF PIUTE, UT

COUNTY OF WAYNE, UT

COUNTY OF SAN JUAN, UT

COUNTY OF GARFIELD, UT

COUNTY OF KANE, UT

COUNTY OF IRON, UT

COUNTY OF WASHINGTON, UT

OTHER AGENCIES INCLUDING ASSOCIATIONS,

BOARDS, DISTRICTS, COMMISSIONS,

COUNCILS, PUBLIC CORPORATIONS, PUBLIC

DEVELOPMENT AUTHORITIES, RESERVATIONS

AND UTILITIES INCLUDING BUT NOT LIMITED
TO:

BANKS FIRE DISTRICT, OR

BATON ROUGE WATER COMPANY

BEND METRO PARK AND RECREATION

DISTRICT

BIENVILLE PARISH FIRE PROTECTION
DISTRICT 6, LA

BOARDMAN PARK AND RECREATION DISTRICT
1862

CENTRAL CITY ECONOMIC OPPORTUNITY

CORP, LA

CENTRAL OREGON INTERGOVERNMENTAL

COUNCIL

CITY OF BOGALUSA SCHOOL BOARD, LA

CLACKAMAS RIVER WATER

CLATSKANIE PEOPLE'S UTILITY DISTRICT

CLEAN WATER SERVICES

CONFEDERATED TRIBES OF THE UMATILLA

INDIAN RESERVATION

COOS FOREST PROTECTIVE ASSOCIATION

CHEHALEM PARK AND RECREATION DISTRICT
DAVID CROCKETT STEAM FIRE COMPANY #1,
LA

EUGENE WATER AND ELECTRIC BOARD

HONOLULU INTERNATIONAL AIRPORT
HOODLAND FIRE DISTRICT #74

HOUSING AUTHORITY OF PORTLAND

ILLINOIS VALLEY FIRE DISTRICT

LAFAYETTE AIRPORT COMMISSION, LA
LAFOURCHE PARISH HEALTH UNIT – DHH-OPH
REGION 3

LOUISIANA PUBLIC SERVICE COMMISSION, LA

LOUISIANA WATER WORKS

MEDFORD WATER COMMISSION

MELHEUR COUNTY JAIL, OR

METRO REGIONAL GOVERNMENT

METRO REGIONAL PARKS

METROPOLITAN EXPOSITION RECREATION

COMMISSION

METROPOLITAN SERVICE DISTRICT (METRO)

MULTNOMAH EDUCATION SERVICE DISTRICT

NEW ORLEANS REDEVELOPMENT AUTHORITY,
LA

NORTHEAST OREGON HOUSING AUTHORITY,
OR

PORT OF BRANDON, OR

PORT OF MORGAN CITY, LA

PORTLAND DEVELOPMENT COMMISSION, OR

PORTLAND FIRE AND RESCUE

PORTLAND HOUSING CENTER, OR

OREGON COAST COMMUNITY ACTION

OREGON HOUSING AND COMMUNITY

SERVICES

OREGON LEGISLATIVE ADMINISTRATION

ROGUE VALLEY SEWER, OR

SAINT LANDRY PARISH TOURIST COMMISSION
SAINT MARY PARISH REC DISTRICT 2
SAINT MARY PARISH REC DISTRICT 3
SAINT TAMMANY FIRE DISTRICT 4, LA

SALEM MASS TRANSIT DISTRICT

SEWERAGE AND WATER BOARD OF NEW

ORLEANS, LA

SOUTH LAFOURCHE LEVEE DISTRICT, LA

TRI-COUNTY METROPOLITAN

TRANSPORTATION DISTRICT OF OREGON

TUALATIN HILLS PARK & RECREATION

DISTRICT

TUALATIN VALLEY FIRE & RESCUE

TUALATIN VALLEY WATER DISTRICT

WILLAMALANE PARK AND RECREATION

DISTRICT

WILLAMETTE HUMANE SOCIETY
K-12 INCLUDING BUT NOT LIMITED TO:

ACADIA PARISH SCHOOL BOARD

BEAVERTON SCHOOL DISTRICT

BEND-LA PINE SCHOOL DISTRICT

BOGALUSA HIGH SCHOOL, LA

BOSSIER PARISH SCHOOL BOARD

BROOKING HARBOR SCHOOL DISTRICT

CADDO PARISH SCHOOL DISTRICT

CALCASIEU PARISH SCHOOL DISTRICT

CANBY SCHOOL DISTRICT

CANYONVILLE CHRISTIAN ACADEMY

CASCADE SCHOOL DISTRICT

CASCADES ACADEMY OF CENTRAL OREGON

CENTENNIAL SCHOOL DISTRICT

CENTRAL CATHOLIC HIGH SCHOOL
CENTRAL POINT SCHOOL DISTRICT NO.6
CENTRAL SCHOOL DISTRICT 13J
COOS BAY SCHOOL DISTRICT NO.9
CORVALLIS SCHOOL DISTRICT 509J
COUNTY OF YAMHILL SCHOOL DISTRICT 29

CULVER SCHOOL DISTRICT
DALLAS SCHOOL DISTRICT NO.2

DAVID DOUGLAS SCHOOL DISTRICT
DAYTON SCHOOL DISTRICT NO.8

DE LA SALLE N CATHOLIC HS
DESCHUTES COUNTY SCHOOL DISTRICT NO.6

DOUGLAS EDUCATIONAL DISTRICT SERVICE
DUFUR SCHOOL DISTRICT NO.29

EAST BATON ROUGE PARISH SCHOOL

DISTRICT
ESTACADA SCHOOL DISTRICT NO.10B

FOREST GROVE SCHOOL DISTRICT

GEORGE MIDDLE SCHOOL

GLADSTONE SCHOOL DISTRICT
GRANTS PASS SCHOOL DISTRICT 7

GREATER ALBANY PUBLIC SCHOOL DISTRICT

GRESHAM BARLOW JOINT SCHOOL DISTRICT

HEAD START OF LANE COUNTY

HIGH DESERT EDUCATION SERVICE DISTRICT

HILLSBORO SCHOOL DISTRICT

HOOD RIVER COUNTY SCHOOL DISTRICT
JACKSON CO SCHOOL DIST NO.9
JEFFERSON COUNTY SCHOOL DISTRICT 509-J

JEFFERSON PARISH SCHOOL DISTRICT

JEFFERSON SCHOOL DISTRICT

JUNCTION CITY SCHOOLS, OR

KLAMATH COUNTY SCHOOL DISTRICT

KLAMATH FALLS CITY SCHOOLS

LAFAYETTE PARISH SCHOOL DISTRICT
LAKE OSWEGO SCHOOL DISTRICT 7J
LANE COUNTY SCHOOL DISTRICT 4J

LINCOLN COUNTY SCHOOL DISTRICT
LINN CO. SCHOOL DIST. 95C

LIVINGSTON PARISH SCHOOL DISTRICT

LOST RIVER JR/SR HIGH SCHOOL
LOWELL SCHOOL DISTRICT NO.71

MARION COUNTY SCHOOL DISTRICT
MARION COUNTY SCHOOL DISTRICT 103

MARIST HIGH SCHOOL, OR

MCMINNVILLE SCHOOL DISTRICT NOAO
MEDFORD SCHOOL DISTRICT 549C

MITCH CHARTER SCHOOL
MONROE SCHOOL DISTRICT NO.1J

MORROW COUNTY SCHOOL DIST, OR

MULTNOMAH EDUCATION SERVICE DISTRICT
1863

MULTISENSORY LEARNING ACADEMY
MYRTLE PINT SCHOOL DISTRICT 41
NEAH-KAH-NIE DISTRICT NO.56

NEWBERG PUBLIC SCHOOLS
NESTUCCA VALLEY SCHOOL DISTRICT NO.101

NOBEL LEARNING COMMUNITIES
NORTH BEND SCHOOL DISTRICT 13

NORTH CLACKAMAS SCHOOL DISTRICT

NORTH DOUGLAS SCHOOL DISTRICT
NORTH WASCO CITY SCHOOL DISTRICT 21

NORTHWEST REGIONAL EDUCATION SERVICE

DISTRICT

ONTARIO MIDDLE SCHOOL
OREGON TRAIL SCHOOL DISTRICT NOA6

ORLEANS PARISH SCHOOL DISTRICT

PHOENIX-TALENT SCHOOL DISTRICT NOA

PLEASANT HILL SCHOOL DISTRICT

PORTLAND JEWISH ACADEMY

PORTLAND PUBLIC SCHOOLS

RAPIDES PARISH SCHOOL DISTRICT

REDMOND SCHOOL DISTRICT

REYNOLDS SCHOOL DISTRICT

ROGUE RIVER SCHOOL DISTRICT

ROSEBURG PUBLIC SCHOOLS
SCAPPOOSE SCHOOL DISTRICT 1J

SAINT TAMMANY PARISH SCHOOL BOARD, LA
SEASIDE SCHOOL DISTRICT 10
SHERWOOD SCHOOL DISTRICT 88J
SILVER FALLS SCHOOL DISTRICT 4J
SOUTH LANE SCHOOL DISTRICT 45J3

SOUTHERN OREGON EDUCATION SERVICE

DISTRICT

SPRINGFIELD PUBLIC SCHOOLS

SUTHERLIN SCHOOL DISTRICT
SWEET HOME SCHOOL DISTRICT NO.55

TERREBONNE PARISH SCHOOL DISTRICT

THE CATLIN GABEL SCHOOL

TIGARD-TUALATIN SCHOOL DISTRICT

UMATILLA MORROW ESD

WEST LINN WILSONVILLE SCHOOL DISTRICT

WILLAMETTE EDUCATION SERVICE DISTRICT

WOODBURN SCHOOL DISTRICT

YONCALLA SCHOOL DISTRICT

ACADEMY FOR MATH ENGINEERING &

SCIENCE (AMES) , UT

ALIANZA ACADEMY , UT

ALPINE DISTRICT , UT

AMERICAN LEADERSHIP ACADEMY , UT

AMERICAN PREPARATORY ACADEMY , UT

BAER CANYON HIGH SCHOOL FOR SPORTS &

MEDICAL SCIENCES , UT

BEAR RIVER CHARTER SCHOOL , UT

BEAVER SCHOOL DISTRICT , UT

BEEHIVE SCIENCE & TECHNOLOGY ACADEMY
(BSTA) , UT

BOX ELDER SCHOOL DISTRICT , UT

CBA CENTER , UT

CACHE SCHOOL DISTRICT , UT

CANYON RIM ACADEMY , UT

CANYONS DISTRICT , UT

CARBON SCHOOL DISTRICT , UT

CHANNING HALL , UT

CHARTER SCHOOL LEWIS ACADEMY , UT

CITY ACADEMY , UT

DAGGETT SCHOOL DISTRICT , UT

DAVINCI ACADEMY , UT

DAVIS DISTRICT , UT

DUAL IMMERSION ACADEMY , UT

DUCHESNE SCHOOL DISTRICT , UT

EARLY LIGHT ACADEMY AT DAYBREAK , UT

EAST HOLLYWOOD HIGH , UT

EDITH BOWEN LABORATORY SCHOOL , UT

EMERSON ALCOTT ACADEMY , UT

EMERY SCHOOL DISTRICT , UT

ENTHEOS ACADEMY , UT

EXCELSIOR ACADEMY , UT

FAST FORWARD HIGH , UT

FREEDOM ACADEMY , UT

GARFIELD SCHOOL DISTRICT , UT

GATEWAY PREPARATORY ACADEMY , UT

GEORGE WASHINGTON ACADEMY , UT

GOOD FOUNDATION ACADEMY , UT

GRAND SCHOOL DISTRICT , UT

GRANITE DISTRICT , UT

GUADALUPE SCHOOL , UT

HAWTHORN ACADEMY , UT

INTECH COLLEGIATE HIGH SCHOOL , UT

IRON SCHOOL DISTRICT , UT

ITINERIS EARLY COLLEGE HIGH , UT

JOHN HANCOCK CHARTER SCHOOL , UT

JORDAN DISTRICT , UT

JUAB SCHOOL DISTRICT , UT

KANE SCHOOL DISTRICT , UT

KARL G MAESER PREPARATORY ACADEMY ,
UT

LAKEVIEW ACADEMY , UT

LEGACY PREPARATORY ACADEMY , UT

LIBERTY ACADEMY , UT

LINCOLN ACADEMY , UT

LOGAN SCHOOL DISTRICT , UT

MARIA MONTESSORI ACADEMY , UT

MERIT COLLEGE PREPARATORY ACADEMY ,
UT

MILLARD SCHOOL DISTRICT , UT

MOAB CHARTER SCHOOL , UT

MONTICELLO ACADEMY , UT

MORGAN SCHOOL DISTRICT , UT

MOUNTAINVILLE ACADEMY , UT

MURRAY SCHOOL DISTRICT , UT

NAVIGATOR POINTE ACADEMY , UT

NEBO SCHOOL DISTRICT , UT

NO UT ACAD FOR MATH ENGINEERING &

SCIENCE (NUAMES) , UT

NOAH WEBSTER ACADEMY , UT

NORTH DAVIS PREPARATORY ACADEMY , UT

NORTH SANPETE SCHOOL DISTRICT , UT

NORTH STAR ACADEMY , UT

NORTH SUMMIT SCHOOL DISTRICT , UT

ODYSSEY CHARTER SCHOOL , UT

OGDEN PREPARATORY ACADEMY , UT

OGDEN SCHOOL DISTRICT , UT

OPEN CLASSROOM , UT

OPEN HIGH SCHOOL OF UTAH , UT

OQUIRRH MOUNTAIN CHARTER SCHOOL , UT

PARADIGM HIGH SCHOOL , UT

PARK CITY SCHOOL DISTRICT , UT

PINNACLE CANYON ACADEMY , UT

PIUTE SCHOOL DISTRICT , UT

PROVIDENCE HALL , UT

PROVO SCHOOL DISTRICT , UT
1864

QUAIL RUN PRIMARY SCHOOL , UT

QUEST ACADEMY , UT

RANCHES ACADEMY , UT

REAGAN ACADEMY , UT

RENAISSANCE ACADEMY , UT

RICH SCHOOL DISTRICT , UT

ROCKWELL CHARTER HIGH SCHOOL , UT

SALT LAKE ARTS ACADEMY , UT

SALT LAKE CENTER FOR SCIENCE

EDUCATION, UT

SALT LAKE SCHOOL DISTRICT , UT

SALT LAKE SCHOOL FOR THE PERFORMING

ARTS, UT

SAN JUAN SCHOOL DISTRICT , UT

SEVIER SCHOOL DISTRICT , UT

SOLDIER HOLLOW CHARTER SCHOOL , UT

SOUTH SANPETE SCHOOL DISTRICT , UT

SOUTH SUMMIT SCHOOL DISTRICT , UT

SPECTRUM ACADEMY , UT

SUCCESS ACADEMY , UT

SUCCESS SCHOOL , UT

SUMMIT ACADEMY , UT

SUMMIT ACADEMY HIGH SCHOOL , UT

SYRACUSE ARTS ACADEMY , UT

THOMAS EDISON - NORTH , UT

TIMPANOGOS ACADEMY , UT

TINTIC SCHOOL DISTRICT , UT

TOOELE SCHOOL DISTRICT , UT

TUACAHN HIGH SCHOOL FOR THE

PERFORMING ARTS , UT

UINTAH RIVER HIGH , UT

UINTAH SCHOOL DISTRICT , UT

UTAH CONNECTIONS ACADEMY , UT

UTAH COUNTY ACADEMY OF SCIENCE , UT

UTAH ELECTRONIC HIGH SCHOOL , UT

UTAH SCHOOLS FOR DEAF & BLIND , UT

UTAH STATE OFFICE OF EDUCATION , UT

UTAH VIRTUAL ACADEMY , UT

VENTURE ACADEMY , UT

VISTA AT ENTRADA SCHOOL OF PERFORMING

ARTS AND TECHNOLOGY , UT

WALDEN SCHOOL OF LIBERAL ARTS , UT

WASATCH PEAK ACADEMY , UT

WASATCH SCHOOL DISTRICT , UT

WASHINGTON SCHOOL DISTRICT , UT

WAYNE SCHOOL DISTRICT , UT

WEBER SCHOOL DISTRICT , UT

WEILENMANN SCHOOL OF DISCOVERY , UT

HIGHER EDUCATION

ARGOSY UNIVERSITY

BATON ROUGE COMMUNITY COLLEGE, LA

BIRTHINGWAY COLLEGE OF MIDWIFERY

BLUE MOUNTAIN COMMUNITY COLLEGE

BRIGHAM YOUNG UNIVERSITY - HAWAII

CENTRAL OREGON COMMUNITY COLLEGE

CENTENARY COLLEGE OF LOUISIANA

CHEMEKETA COMMUNITY COLLEGE

CLACKAMAS COMMUNITY COLLEGE

COLLEGE OF THE MARSHALL ISLANDS

COLUMBIA GORGE COMMUNITY COLLEGE

CONCORDIA UNIVERSITY

GEORGE FOX UNIVERSITY

KLAMATH COMMUNITY COLLEGE DISTRICT

LANE COMMUNITY COLLEGE

LEWIS AND CLARK COLLEGE

LINFIELD COLLEGE

LINN-BENTON COMMUNITY COLLEGE

LOUISIANA COLLEGE, LA

LOUISIANA STATE UNIVERSITY

LOUISIANA STATE UNIVERSITY HEALTH

SERVICES

MARYLHURST UNIVERSITY
MT. HOOD COMMUNITY COLLEGE

MULTNOMAH BIBLE COLLEGE

NATIONAL COLLEGE OF NATURAL MEDICINE

NORTHWEST CHRISTIAN COLLEGE

OREGON HEALTH AND SCIENCE UNIVERSITY

OREGON INSTITUTE OF TECHNOLOGY

OREGON STATE UNIVERSITY

OREGON UNIVERSITY SYSTEM

PACIFIC UNIVERSITY

PIONEER PACIFIC COLLEGE

PORTLAND COMMUNITY COLLEGE

PORTLAND STATE UNIVERSITY

REED COLLEGE

RESEARCH CORPORATION OF THE

UNIVERSITY OF HAWAII

ROGUE COMMUNITY COLLEGE

SOUTHEASTERN LOUISIANA UNIVERSITY

SOUTHERN OREGON UNIVERSITY (OREGON

UNIVERSITY SYSTEM)

SOUTHWESTERN OREGON COMMUNITY

COLLEGE

TULANE UNIVERSITY

TILLAMOOK BAY COMMUNITY COLLEGE

UMPQUA COMMUNITY COLLEGE

UNIVERSITY OF HAWAII BOARD OF REGENTS

UNIVERSITY OF HAWAII-HONOLULU

COMMUNITY COLLEGE

UNIVERSITY OF OREGON-GRADUATE SCHOOL

UNIVERSITY OF PORTLAND

UNIVERSITY OF NEW ORLEANS

WESTERN OREGON UNIVERSITY

WESTERN STATES CHIROPRACTIC COLLEGE

WILLAMETTE UNIVERSITY

XAVIER UNIVERSITY

UTAH SYSTEM OF HIGHER EDUCATION, UT

UNIVERSITY OF UTAH, UT

UTAH STATE UNIVERSITY, UT

WEBER STATE UNIVERSITY, UT

SOUTHERN UTAH UNIVERSITY, UT

SNOW COLLEGE, UT

DIXIE STATE COLLEGE, UT

COLLEGE OF EASTERN UTAH, UT

UTAH VALLEY UNIVERSITY, UT

SALT LAKE COMMUNITY COLLEGE, UT

UTAH COLLEGE OF APPLIED TECHNOLOGY, UT

STATE AGENCIES
ADMIN. SERVICES OFFICE

BOARD OF MEDICAL EXAMINERS

HAWAII CHILD SUPPORT ENFORCEMENT
AGENCY

HAWAII DEPARTMENT OF TRANSPORTATION

HAWAII HEALTH SYSTEMS CORPORATION

OFFICE OF MEDICAL ASSISTANCE PROGRAMS

OFFICE OF THE STATE TREASURER

OREGON BOARD OF ARCHITECTS

OREGON CHILD DEVELOPMENT COALITION
1865

OREGON DEPARTMENT OF EDUCATION

OREGON DEPARTMENT OF FORESTRY

OREGON DEPT OF TRANSPORTATION
OREGON DEPT. OF EDUCATION

OREGON LOTTERY

OREGON OFFICE OF ENERGY

OREGON STATE BOARD OF NURSING

OREGON STATE DEPT OF CORRECTIONS

OREGON STATE POLICE

OREGON TOURISM COMMISSION

OREGON TRAVEL INFORMATION COUNCIL

SANTIAM CANYON COMMUNICATION CENTER
SEIU LOCAL 503, OPEU

SOH- JUDICIARY CONTRACTS AND PURCH

STATE DEPARTMENT OF DEFENSE, STATE OF
HAWAII

STATE OF HAWAII
STATE OF HAWAII, DEPT. OF EDUCATION

STATE OF LOUISIANA
STATE OF LOUISIANA DEPT. OF EDUCATION
STATE OF LOUISIANA, 26TH JUDICIAL DISTRICT

ATTORNEY

STATE OF UTAH

1866
Additional Agreements: If an Offeror requires additional agreements, a copy of the proposed agreement must be included with the proposal.
1867

APPENDIX E

CATEGORY DISCOUNTS, CORE LIST OFFERINGS

AND MARKET BASKET
Redacted
1868
Request for Vendor Contract Update
Pursuant to the terms of your awarded vendor contract, all vendors must notify and receive approval from Region 4/OMNIA Partners, Public Sector when there is an update in the contract. No request will be officially approved without the prior authorization of Region 4. Region 4 reserves the right to accept or reject any request.

EPIC Business Solutions hereby provides notice of the following update to (Vendor Name)
Contract number: R190301_ for Office Supplies _on this date 7/23/21.

Contract Title
Instructions: Vendors must check all that may apply and shall provide supporting documentation. Place your initials next to each item to confirm that documents are indeed included. Request received without supporting documentation will be returned. Be sure to sign prior to submitting your update for approval. This form is not intended for use if there is a material change in operations, which may adversely affect members, i.e. assignment, bankruptcy, change of ownership, merger, etc. Please contact a member of the OMNIA Partners Notice of Material Change to Vendor Contract form.

Authorized Distributors/Dealers
Addition
Deletion
Supporting Documentation
X Products/Services
x New Addition
Update Only
Supporting Documentation
States/Territories
Supporting Documentation
X Price Update
Supporting Documentation
x Discontinued Products/Services
Supporting Documentation
Other
Supporting Documentation
Notes: Vendor may include other notes regarding the contract update here: (attach another page if necessary).

Items that have been discontinued have been removed and new items added as well as the pricing has been adjusted.

EPIC Business Solutions are requesting to add new PPE products listed in the accompanying file to the R190301 Contract as soon as possible.

Submitted By: Douglas Fox
Title: Pricing Analyst
Approved Date
Denied Date
Contact Number: R190301
Email Address: [email protected] Region 4 ESC:
1869
Item No. Q3 ESS Description
Do the
UOM's
Match?
Q3 ESS MFG
List Q3 Price
CSPSC10 Shoe Cover (Pairs) PP Spunbond 30G EA 2.5 0.55
CSPDC44 Disposable Protective Caps EA 1.5 0.33
CSPAW40P 40 Count Alcohol Wipes Pouch of 40 PK 7.5 1.65 CSPCSAW80C CS Label Alcohol Wipes (80 Count Canister) EA 12.5 2.75 CSPCSAW50P CS Label Alcohol Wipes (50 Count Pouch) PK 7.5 1.65 CSPHS1034 Four Plus Hand Sanitizer 100ML EA 6.25 1.38
CSPHS13304LAV Guard RX Hand Sanitizer Spray 4OZ Lavender EA 6.25 1.38 CSPHS1002 Four Plus Hand Sanitizer 60ML EA 4.95 1.09
CSPHS13308GELUNS Guard RX Hand Sanitizer GEL 8OZ Unscented EA 4.95 1.09 CSPHS13302LAV Guard RX Hand Sanitizer Spray 2OZ Lavender EA 4.95 1.09 CSPHS13302UNS Guard RX Hand Sanitizer Spray 2OZ Unscented EA 4.95 1.09 CSPCSAS500 CertainSupply Sanitizer Gel 16.9oz EA 9.45 2.08 CSPHS10169 Four Plus Hand Sanitizer 500ML EA 9.75 2.15
CSPCLDS72C CLEANITIZE Disinfectant Wipes 72 Ct Pouch (nonalcohol) PK 12.45 2.74 CSPTG10TG10S Vinyl Medical Box of 100 Small BX 23.97 8.79 CSPTG10TG10XL Vinyl Medical Box of 100 XLarge BX 23.97 8.79 CSPTG10TG10M Vinyl Medical Box of 100 Medium BX 23.97 8.79 CSPVGINDVGINDS Vinyl Industrial Box of 100 Small BX 23.97 8.79 CSPVGINDVGINDXL Vinyl Industrial Box of 100 XLarge BX 23.97 8.79 CSPVGINDVGINDL Vinyl Industrial Box of 100 Large BX 23.97 8.79 CSPVGINDVGINDM Vinyl Industrial Box of 100 Medium BX 23.97 8.79 CSPG100CSNG100XL Nitrile Medical Glove Box of 100 XLarge BX 49.467 16.49 CSPG100CSNG100L Nitrile Medical Glove Box of 100 Large BX 49.467 16.49 CSPG100CSNG100S Nitrile Medical Glove Box of 100 Small BX 49.467 16.49 CSPNGINDNGINDS Nitrile Industrial Box of 100 Small BX 43.725 14.58 CSPNGINDNGINDL Nitrile Industrial Box of 100 Large BX 43.725 14.58 CSPNGINDNGINDM Nitrile Industrial Box of 100 Medium BX 43.725 14.58 CSPNGINDNGINDXL Nitrile Industrial Box of 100 XLarge BX 43.725 14.58 CSPNGCHEMO100XL CHEMO Rated Medical Nitrile Gloves Box of 100 XLarge BX 50.97 18.69 CSPNGCHEMO100L CHEMO Rated Medical Nitrile Gloves Box of 100 Large BX 50.97 18.69 CSPNGCHEMO100M CHEMO Rated Medical Nitrile Gloves Box of 100 Medium BX 84.95 18.69 CSP18730 Makrite® NIOSH Approved N95 Respirator EA 4.95 1.09 CSPBM10A Bamboo Mask Adult EA 7.25 1.60
CSPDM10 3 Layer Disposable Mask Level 2 EA 0.25 0.06
CSPFM30D 2 Layer “Diamond” Face Mask (Washable) EA 4.9 1.08 CSPFM30R 2 Layer “Box” Face Mask (Washable) EA 4.5 0.99 CSPPLASTICNOSEPC 3 Layer Disposable Mask with Plastic Nose Strip EA 0.75 0.17 CSPDM10BK 3 Layer Disposable Mask Level 2 Black EA 0.75 0.17 CSPHG01 Thermometer (No Touch Infrared) EA 74.95 16.49
CSPPXPurifier PPX Air Purifier EA 895 196.90
CSSpritz Tabletop autospritz hand sanitizer EA 189.95 41.79 1870
Request for Vendor Contract Update
Pursuant to the terms of your awarded vendor contract, all vendors must notify and receive approval from Region 4/OMNIA Partners, Public Sector when there is an update in the contract. No request will be officially approved without the prior authorization of Region 4. Region 4 reserves the right to accept or reject any request.

EPIC Business Solutions hereby provides notice of the following update to (Vendor Name) Contract number: R190301_ for Office Supplies _on this date 8/13/21. Contract Title Instructions: Vendors must check all that may apply and shall provide supporting documentation. Place your initials next to each item to confirm that documents are indeed included. Request received without supporting documentation will be returned. Be sure to sign prior to submitting your update for approval. This form is not intended for use if there is a material change in operations, which may adversely affect members, i.e. assignment, bankruptcy, change of ownership, merger, etc. Please contact a member of the OMNIA Partners Contracting Team to request a “Notice of Material Change to Vendor Contract” form.
 Authorized Distributors/Dealers
Addition
Deletion
Supporting Documentation
X Products/Services
NewAddition
x Update Only
x Supporting Documentation
 States/Territories
Supporting Documentation
Price Update
Supporting Documentation
Discontinued Products/Services
Supporting Documentation
 Other
Supporting Documentation
Notes: Vendor may include other notes regarding the contract update here: (attach another page if necessary).

Incorrect Manufacturer Prefixes were found on 437 new items in the core and non-core price file. Accompanying file has Been included
Submitted By: Douglas Fox
Title: Pricing Analyst
 Approved Date
 Denied Date
Contact Number: R190301
Email Address: [email protected] Region 4 ESC:

Q3 approval 7/27/2021
DocuSign Envelope ID: BF20EB9A-D78C-4ED2-91B5-340AAA418D39 8/31/2021 | 9:07 AM CDT
1871
Region 4 ESC,
We had some issues with the Prefixes on 437 new items in the Core and Non-core from the Q3 file.

I included the accompanying file with tabs from the original Core and Non-core price sheets into 2 different authorized tabs.

I then copied the Core into Non-Core into its separate tabs and added the corrected columns highlighted in green.

Core:

In the core file there were 40 items that mistakenly had the SCT as the MFG Prefix instead of the correct prefix of LTP.

Non-Core:

In the Non-core file there were 397 items where the Manufacture’s was missing completely so the new prefix is SCT.

Thanks!
Douglas Fox
Pricing Analyst
EPIC Business Essentials.
317-663-8605 Direct
DocuSign Envelope ID: BF20EB9A-D78C-4ED2-91B5-340AAA418D39 1872
Request for Vendor Contract Update
Pursuant to the terms of your awarded vendor contract, all vendors must notify and receive approval from Region 4/OMNIA Partners, Public Sector when there is an update in the contract. No request will be officially approved without the prior authorization of Region 4. Region 4 reserves the right to accept or reject any request.

EPIC Business Solutions hereby provides notice of the following update to (Vendor Name)
Contract number: R190301_ for Office Supplies _on this date 5/26/21.

Contract Title
Instructions: Vendors must check all that may apply and shall provide supporting documentation. Place your initials next to each item to confirm that documents are indeed included. Request received without supporting documentation will be returned. Be sure to sign prior to submitting your update for approval. This form is not intended for use if there is a material change in operations, which may adversely affect members, i.e. assignment, bankruptcy, change of ownership, merger, etc. Please contact a member of the OMNIA Partners Contracting Team to request a “Notice of Material Change to Vendor Contract” form.
 Authorized Distributors/Dealers
Addition
Deletion
Supporting Documentation
X Products/Services
x NewAddition
Update Only
Supporting Documentation
 States/Territories
Supporting Documentation
X Price Update
x Supporting Documentation
x Discontinued Products/Services
x Supporting Documentation
 Other
Supporting Documentation
Notes: Vendor may include other notes regarding the contract update here: (attach another page if necessary).

Items that have been discontinued have been removed and new items added as well as the pricing has been adjusted.

Submitted By: Douglas Fox
Title: Pricing Analyst
 Approved Date
 Denied Date
Contact Number: R190301
Email Address: [email protected] Region 4 ESC:

DocuSign Envelope ID: 46AE75AA-57B5-48B9-90D4-05A184F241D8 6/1/2021 | 11:55 AM PDT
1873
This is your official notice that the Region 4 ESC Q2 2021 price file is available and it will go into effect June 21, 2021.

Synopsis:

There are a total of 12,449 items on the Q4 2021 Contract. • 1,824 items have been discontinued.
• 105 new items have been added.
• 120 UOM Changes.
• Overall the Prices have increased .11%.

Core:

There are a total of 2,638 items
• 26 UOM Changes.
• 60 Items were moved from the NC to the core.

Overall the price decreased an average of -.22%.
• 543 items had their prices changed on average -.1.06%. • 340 went up an average of 6%.
• 195 went down an average of -13.05%.

Non-Core:

There are a total of 9,811 items.

Overall the prices increased an average of .20%
• 1,569 items increased 1.25%.
• 1,165 items increased an Ave of 5.82%.
• 392 items decreased an average of -12.31%.
• 94 UOM changes.
• 105 new items.
• 90 items moved from Core to the Non-Core
Douglas Fox
Pricing Analyst
Epic Business Essentials
(317) 663-8605 Direct
DocuSign Envelope ID: 46AE75AA-57B5-48B9-90D4-05A184F241D8 1874
Request for Vendor Contract Update
Pursuant to the terms of your awarded vendor contract, all vendors must notify and receive approval from Region 4/OMNIA Partners, Public Sector when there is an update in the contract. No request will be officially approved without the prior authorization of Region 4. Region 4 reserves the right to accept or reject any request.

EPIC Business Solutions hereby provides notice of the following update to (Vendor Name) Contract number: R190301_ for Office Supplies _on this date 7/26/21. Contract Title Instructions: Vendors must check all that may apply and shall provide supporting documentation. Place your initials next to each item to confirm that documents are indeed included. Request received without supporting documentation will be returned. Be sure to sign prior to submitting your update for approval. This form is not intended for use if there is a material change in operations, which may adversely affect members, i.e. assignment, bankruptcy, change of ownership, merger, etc. Please contact a member of the OMNIA Partners Contracting Team to request a “Notice of Material Change to Vendor Contract” form.
 Authorized Distributors/Dealers
Addition
Deletion
Supporting Documentation
X Products/Services
x NewAddition
Update Only
Supporting Documentation
 States/Territories
Supporting Documentation
X Price Update
x Supporting Documentation
x Discontinued Products/Services
x Supporting Documentation
 Other
Supporting Documentation
Notes: Vendor may include other notes regarding the contract update here: (attach another page if necessary).

Items that have been discontinued have been removed and new items added as well as the pricing has been adjusted.

Submitted By: Douglas Fox
Title: Pricing Analyst
 Approved Date
 Denied Date
Contact Number: R190301
Email Address: [email protected] Region 4 ESC:

DocuSign Envelope ID: 8FECC0BF-9FA5-4026-A2B6-0F6FD4313722 7/27/2021 | 9:26 AM CDT
1875
Robert Zingelmann
Chief Financial Officer, Finance and Operations Services Region 4 Education Service Center
7145 West Tidwell Road
Houston, TX 77092
This is your official notice that the Region 4 ESC Q3 2021 price file is available, and it will go into effect August 9, 2021.

There are 12,864 items on the Region 4 ESC Q3 2021 Price file:
• 680 Items have been discontinued.
• There are a total of 756 new items that have been added to the contract. • Overall the prices have increased .02%.

Core:
• There are a total of 2,623 items.
• Overall the prices have increased .38%
• 162 items increased on average 5.84%.
• 42 new items
Non-Core:
• There are a total of 10,241 items.
• Overall the prices have increased .02%.
• 714 New items.
• 26 items increased on average 6.68%
Thanks!
Douglas Fox
Pricing Analyst
EPIC Business Essentials.
317-663-8605 Direct
DocuSign Envelope ID: 8FECC0BF-9FA5-4026-A2B6-0F6FD4313722 1876
Request for Contract Update
Pursuant to the terms of contract number___R190301__ for _____Office Supplies______ Contractor must notify and receive approval from Region 4 ESC when there is an update in the contract. No request will be officially approved without the prior authorization of Region 4 ESC. Region 4 ESC reserves the right to accept or reject any request.
hereby provides notice of the following update on
(Contractor)
this date .

Instructions: Contractor must check all that may apply and shall provide supporting documentation. Requestsreceived without supporting documentation will be returned. This form is not intended for use if there is a material change in operations, such as assignment, bankruptcy, change of ownership, merger, etc. Material changes must be submitted on a “Notice of Material Change to Vendor Contract” form.  Authorized Distributors/Dealers
Addition
Deletion
Supporting Documentation
 Products/Services
NewAddition
Update Only
Supporting Documentation
 States/Territories
Supporting Documentation
 Price Update
Supporting Documentation
 Discontinued Products/Services
Supporting Documentation
 Other
Supporting Documentation
Notes: Contractor may include other notes regarding the contract update here: (attach another page if necessary).

Submitted By:

Title:
 Approved by Email: Date
 Denied by Email: Date
Email Address: Region 4 ESC:

EPIC Business Essentials
1/8/2020
X
X
Request to update Authorized Dealers
Scott Zintz
Managing Director
[email protected]
DocuSign Envelope ID: 2E426B6F-E9DF-4B12-9523-A860669E0BD3 1/15/2020 | 6:11 AM PST
1877
Dealer Dealer Name Dealer City Dealer ST
1305 1 Source Memphis TN
1305 1 Source Burnsville MN
T038 2M Business Products Dallas TX
217 A&W Office Supply Corpus Christi TX
0286 A.J. Stationers Elkridge MD
P017 AAA Business Supplies & Interiors San Francisco CA 1160 Affordable Office Furniture & Supplies Yuba City CA 1240 Alabama Office Supply Co Opelika AL
T023 Ashland Office Supply Ashland KY
1231 AVE Solutions Southfield MI
P010 A-Z Office Resource Inc Antioch TN
T042 Bertelson Brothers, Inc. Minneapolis MN
1145 Blaisdell's Business Products Oakland CA
1118 Breakthrough Interactive, Inc dba Total Office Solutions Colorado CO 1195 Capital Services & Supplies Washington DC
1169 Cartridge Plus Riva MD
T050 Coastal Office Solutions Victoria TX
461 Complete Printer Source Erlanger KY
1000 Daniksco Business Solutions, dba Office Plus of KS Wichita KS 8313 Data Source Media Lincoln NE
0443 Document Imaging Dimensions Yorkville IL
0029 Egyptian Stationers dba Egyptian Workspace Partners Belleville IL 0559 Express Office Products Sylvania OH
X077 Faye's Office Supply Orange VA
1193 Firmins Office City Texarkana TX
P015 Friends Business Source Findlay OH
T028 Galloway Office Supplies Miami FL
P029 Gateway Printing and Office Supply dba Gateway San Antonio TX T016 Gibson's Office Supply Tucson AZ
1107 Greater Houston Office Products League City TX
702 Greenwood Office Outfitters Fort Worth TX
P001 Guernsey Office Products Dulles VA
1089 Hernandez Office Supply Nederland TX
0758 Hoyle Office Solutions Arden NC
0172 Hudson Office Supply Dothan AL
1045 Independence Business Supply Cleveland OH
630 Intivity East Rochester NY
0600 Jackpine Business Center Manistee MI
342 Jacobs-Gardner Office Products Bowie MD
0256 Kerr Office Elizabethtown KY
1296 Limitless Products, LLC dba 1 Stop Print & Office Supply Richardson TX 0139 Logsdon Office Supply Elk Grove IL
T017 Longhorn Office Products, Inc. Austin TX
DocuSign Envelope ID: 2E426B6F-E9DF-4B12-9523-A860669E0BD3 1878
X022 Longview Office Supply, dba Edge Office Supplies Longview TX 0814 Lorick Office Products Columbia SC
1177 LOUISIANA OFFICE SOLUTIONS CO aka Louisiana

Baton Rouge LA
0730 Loy's Office Supplies La Grange GA
1267 Management Consulting, Inc dba MANCON Virginia Beach VA 0750 McCartney's Altoona PA
1189 Modern Imaging Solutions Canoga Park CA
0745 Mule-Durel New Orleans LA
T048 Navrat's Office Products Emporia KS
T041 Oak Cliff Office Products Dallas TX
0052 OEC Office Plus Mobile AL
T020 Office City Express Delaware OH
1266 Office HQ Springfield IL
0263 Office Plus Business Center Danville VA
0243 Office Plus of Nevada Las Vegas NV
359 Office Products Alliance Independence MO
1271 Office Products Plus Ridgeland MS
0211 Office Service Co. Reading PA
P033 Office Solutions CA Yorba Linda CA
X123 One Source Office Products Northport AL
S003 Pacific Office Solutions Yakima WA
P028 Palace Art & Office Supply Santa Cruz CA
P012 Pay-LESS Office Supply Omaha NE
T057 PBZ Inc dba Office Products Nationwide aka Office Products Portland OR T027 Petter Business Systems Paducah KY
751 Pettus Office Products Little Rock AR
1120 Plano Office Supply Plano TX
1264 Red Rhino Office Supplies div of OESCO Tuscaloosa AL 0434 Regency Office & Promotional Products Dallas TX
T036 Reidsville's Office City Reidsville NC
1166 Reliant Business Products Houston TX
0013 Rogard's Champaign IL
T025 Runco Office Supply & Equipment Elk Grove Village IL B004 San Antonio Lighthouse for the Blind San Antonio TX 0728 Schwegman's Office Supply Batesville AR
0754 Smart Business Source Troy MI
1071 Standard Office Products Houston TX
1204 Sun Coast Business Supply Gulfport MS
0082 Tallgrass Business Resources Coralville IA
1194 Tascosa Office Machines / Key Office Products Amarillo TX 986 Taylor Business Products Roxboro NC
N004 The Knowledge Tree Memphis TN
431 The Office Center Inc Kilgore TX
DocuSign Envelope ID: 2E426B6F-E9DF-4B12-9523-A860669E0BD3 1879
0926 The Office Shop Aitkin MN
1293 The Todd Venture Group dba Snap Supplies Richmond VA T019 Tierney Office Products Kansas City MO
995 Total Office Products Service Smyrna GA
0298 Triplett Office Essentials Urbandale IA
1282 Viking Office Supply Alexandria MN
0107 Warden's Office Products Modesto CA
P002 Warehouse Direct Inc Mount Prospect IL
T024 Wrigleys Office Products Boyertown PA
1220 Wytheville Office Supply Wytheville VA
DocuSign Envelope ID: 2E426B6F-E9DF-4B12-9523-A860669E0BD3 1880
Request for Contract Update
Pursuant to the terms of contract number___R190301__ for _____Office Supplies______ Contractor must notify and receive approval from Region 4 ESC when there is an update in the contract. No request will be officially approved without the prior authorization of Region 4 ESC. Region 4 ESC reserves the right to accept or reject any request.
hereby provides notice of the following update on
(Contractor)
this date .

Instructions: Contractor must check all that may apply and shall provide supporting documentation. Requestsreceived without supporting documentation will be returned. This form is not intended for use if there is a material change in operations, such as assignment, bankruptcy, change of ownership, merger, etc. Material changes must be submitted on a “Notice of Material Change to Vendor Contract” form.  Authorized Distributors/Dealers
Addition
Deletion
Supporting Documentation
 Products/Services
NewAddition
Update Only
Supporting Documentation
 States/Territories
Supporting Documentation
 Price Update
Supporting Documentation
 Discontinued Products/Services
Supporting Documentation
 Other
Supporting Documentation
Notes: Contractor may include other notes regarding the contract update here: (attach another page if necessary).

Submitted By:

Title:
 Approved by Email: Date
 Denied by Email: Date
Email Address: Region 4 ESC:

EPIC Business Essentials
04/16/2021
X
X
Eaton Office Supply - Addition
Data Source Media - Remove, resigned
Express Office Products - Remove, sold
Firmins Office City - Remove, sold
Amanda Lusk
Admin Assistant
[email protected]
X
X
Global Office Solutions - Remove, resigned
Intivity - Remove, resigned
One Point - Addition
Tierney Office Products - Remove, resigned
DocuSign Envelope ID: 1FD745B3-0EBB-4C1D-B459-C4E495813EBE 4/16/2021 | 12:58 PM PDT
X
1881
Dealer Dealer Name Dealer City Dealer ST
1305 1 Source Memphis TN
1305 1 Source Burnsville MN
T038 2M Business Products Dallas TX
217 A&W Office Supply Corpus Christi TX
0286 A.J. Stationers Elkridge MD
P017 AAA Business Supplies & Interiors San Francisco CA 1240 Alabama Office Supply Co Opelika AL
T023 Ashland Office Supply Ashland KY
1231 AVE Solutions Southfield MI
P010 A-Z Office Resource Inc Antioch TN
T042 Bertelson Brothers, Inc. Minneapolis MN
500357 Bishop's Office Needs Houston TX
1145 Blaisdell's Business Products Oakland CA
1118 Breakthrough Interactive, Inc dba Total Office Solutions Colorado CO 1195 Capital Services & Supplies Washington DC
1169 Cartridge Plus Riva MD
T050 Coastal Office Solutions Victoria TX
1243 Crest Office Products Brooklyn NY
1000 Daniksco Business Solutions, dba Office Plus of KS Wichita KS T060 DBI Business Interiors Lansing MI
P023 Eaton Office Supply Amherst NY
0029 Egyptian Stationers dba Egyptian Workspace Partners Belleville IL X077 Faye's Office Supply Orange VA
P015 Friends Business Source Findlay OH
T028 Galloway Office Supplies Miami FL
P029 Gateway Printing and Office Supply dba Gateway San Antonio TX T016 Gibson's Office Supply Tucson AZ
1107 Greater Houston Office Products League City TX
702 Greenwood Office Outfitters Fort Worth TX
P001 Guernsey Office Products Dulles VA
302 Herald Office Supply Dillon SC
1089 Hernandez Office Supply Nederland TX
0172 Hudson Office Supply Dothan AL
X082 Huston's Office Supplies Stuart FL
1045 Independence Business Supply Cleveland OH
0600 Jackpine Business Center Manistee MI
342 Jacobs-Gardner Office Products Bowie MD
0256 Kerr Office Elizabethtown KY
1296 Limitless Products, LLC dba 1 Stop Print & Office Supply Richardson TX 0139 Logsdon Office Supply Elk Grove IL
T017 Longhorn Office Products, Inc. Austin TX
X022 Longview Office Supply, dba Edge Office Supplies Longview TX DocuSign Envelope ID: 1FD745B3-0EBB-4C1D-B459-C4E495813EBE 1882
0814 Lorick Office Products Columbia SC
1177 LOUISIANA OFFICE SOLUTIONS CO aka Louisiana

Baton Rouge LA
0730 Loy's Office Supplies La Grange GA
1267 Management Consulting, Inc dba MANCON Virginia Beach VA 0750 McCartney's Altoona PA
500219 McKinney Office Supply Plano TX
1189 Modern Imaging Solutions Canoga Park CA
0745 Mule-Durel New Orleans LA
T048 Navrat's Office Products Emporia KS
989 Newtown Office & Computer Supply, Inc dba Workplace Central Newtown PA T041 Oak Cliff Office Products Dallas TX
0052 OEC Office Plus Mobile AL
T020 Office City Express Delaware OH
1266 Office HQ Springfield IL
0263 Office Plus Business Center Danville VA
0243 Office Plus of Nevada Las Vegas NV
359 Office Products Alliance Independence MO
1271 Office Products Plus Ridgeland MS
0211 Office Service Co. Reading PA
P033 Office Solutions CA Yorba Linda CA
783 One Point Scranton PA
X123 One Source Office Products Northport AL
S003 Pacific Office Solutions Yakima WA
P028 Palace Art & Office Supply Santa Cruz CA
T057 PBZ Inc dba Office Products Nationwide aka Office Products Portland OR T027 Petter Business Systems Paducah KY
751 Pettus Office Products Little Rock AR
1120 Plano Office Supply Plano TX
1264 Red Rhino Office Supplies div of OESCO Tuscaloosa AL 0434 Regency Office & Promotional Products Dallas TX
T036 Reidsville's Office City Reidsville NC
1166 Reliant Business Products Houston TX
0013 Rogard's Champaign IL
884 Rudolph's Office & Computer Supply Elkridge MD
T025 Runco Office Supply & Equipment Elk Grove Village IL B004 San Antonio Lighthouse for the Blind San Antonio TX 0728 Schwegman's Office Supply Batesville AR
0754 Smart Business Source Troy MI
1071 Standard Office Products Houston TX
1204 Sun Coast Business Supply Gulfport MS
0082 Tallgrass Business Resources Coralville IA
1194 Tascosa Office Machines / Key Office Products Amarillo TX 986 Taylor Business Products Roxboro NC
DocuSign Envelope ID: 1FD745B3-0EBB-4C1D-B459-C4E495813EBE 1883
N004 The Knowledge Tree Memphis TN
431 The Office Center Inc Kilgore TX
473 The Supply Room Ashland VA
1293 The Todd Venture Group dba Snap Supplies Richmond VA 995 Total Office Products Service Smyrna GA
0298 Triplett Office Essentials Urbandale IA
1066 United Supply Corp. Irvington NJ
1282 Viking Office Supply Alexandria MN
0107 Warden's Office Products Modesto CA
P002 Warehouse Direct Inc Mount Prospect IL
T024 Wrigleys Office Products Boyertown PA
375 Wulbern-Koval Charleston SC
1220 Wytheville Office Supply Wytheville VA
DocuSign Envelope ID: 1FD745B3-0EBB-4C1D-B459-C4E495813EBE 1884
CJUJregion.f
Request for Contract Update
Pursuant to the terms of contract number fy/ Cfe\3() \ for 6-ff 1 ( :e ,S�)Je ,Contractor must notify and receive approval from Region 4 ESC when there is an update in the contract.�quest will be officially approved without the prior authorization of Region 4 ESC. Region 4 ESC reserves the right to accep t or reject any request.

Fi E( C Gu.s'1 O:eSS Lrs.en+1q I� herebyprovidesnoticeofthefollowingupdateon (Contractor}
this date_ h//7 &/�Dd'D _.