Agenda — Richmond City Council, October 6, 2026 (part 3 of 8)

MARINA

WAY S MACDONALD AVE

RICHMOND

PKWY HALL AVE FORD CHANNEL
CANAL BLVD CUTTING BLVD W. OHIO AVE. I-580

HARBOUR WAY

CASTRO ST
CLIFF

DORNAN DR

WHARFST
SEADR.

SANTA FE CHANNEL

HARBOR CHANNEL

BNSF RR
BNSF RR VICINITY MAP NTS HARBOR CHANNEL WASTEWATER TREATMENT PLANT PROJECT LOCATION PORT OF RICHMOND POINT POTRERO MARINE TERMINAL 2026 TERMINAL MAINTENANCE T-1 TITLE SHEET G-1 SITE IMPROVEMENT G-2 RIGGERS LOFT IMPROVEMENTS G-3 OSPREY NEST INSTALLATION G-4 FENDER REPAIRS D-1 DEMOLITION C-1 PAVEMENT REPAIRS C-2 PAVEMENT REPAIRS C-3 PAVEMENT REPAIRS C-4 PAVEMENT REPAIRS C-5 DELINEATION PLAN C-6 DELINEATION PLAN C-7 DELINEATION PLAN C-8 DELINEATION PLAN U-1 UTILITY PLAN U-2 UTILITY PLAN M-1 ELECTRIC AND WATER METERING M-2 ELECTRIC METERING DETAILS M-3 ELECTRIC METERING DETAIL M-4 WATER METERING DETAILS SL-1 LIGHTING PLAN CONSTRUCTION NOTES 1. LAYOUT OF PAVEMENT REPAIRS TO BE COMPLETED WITH ENGINEER. 2. ENTRY INTO FACILITY TO BE COORDINATED WITH ENGINEER AND AWC TERMINAL MANAGER JEREMY MAXWELL AT 615.858.3344. 3. NO EXCAVATION ALLOWED WITHIN OU-1 CAP AREA. SEE PLANS FOR LOCATIONS. 4. CONTRACTOR TO REPLACE ALL STRIPING TO MATCH EXISTING CONDITION UNLESS OTHERWISE NOTED. 5. WORK ON DOCK MUST BE SUPERVISED BY APPROVED PERSONNEL. 6. CONTRACTOR TO PROVIDE PRIVATE UTILITY LOCATING SERVICE TO IDENTIFY UTILITIES WITHIN WORK AREA. KEY MAP NTS BIDDING DOCUMENTS SHEET INDEX 712 Graphic Scale (in feet)
0 1 inch = 100 ft. 100 100 200
STOP
STOP
STOP

STOP STOP

STOP AHEAD
STOP
SLOW
SLOW
STOP
AHEAD

STOP AHEAD
SLOW
STOP MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 MPH SLOW 15 MPH SLOW 15 MPH SLOW 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
MPH 15 SLOW
MPH 15
MPH 15 SLOW
MPH
MPH
15 SLOW
SLOW
15 MPH
15 SLOW
SLOW
15 MPH MPH 15 SLOW
MPH 15 SLOW
MPH 15 SLOW
MPH 15 SLOW
MPH 15 SLOW
MPH 15 SLOW
SLOW
15 MPH
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH MPH 15 SLOW MPH 15 SLOW
MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
MPH
SLOW
15 MPH
15 SLOW
MPH 15 SLOW
MPH
15 SLOW
MPH
15 SLOW BASIN 1 BASIN 2 BASIN 3 BASIN 4 BASIN 5 WV WV AWC FACILITY

CANAL BLVD

CANAL BLVD
CANAL BLVD CANAL BLVD RIGGERS LOFT GENERAL WAREHOUSE PROCESSING BUILDING RAIL RAIL LOADING BERTH 7 BERTH 8 BERTH 5
BERTH 6
1G-2 SEE
1G-3 SEE
FINGER PIER 1
FINGER PIER 2 TRUCK LOADING CANAL BOULEVARD

CANAL BOULEVARD

CANAL BOULEVARD
1G-4 SEE
2G-3 SEE
8/10/2026 10:54 AM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

AG
Date Rev
RCS
AG Sheet No. Scale: Date: 08.05.2026 Permit. No. Proj. No. 2300125 Prepared Under the Direction of:
415.883.9850
Engineering Land Surveying Landscape Architecture
CSWST2.com
78 Railroad Avenue
Richmond, CA 94801
PORT OF RICHMOND G-1

SITE IMPROVEMENTS

Page 02 of 211 ends

PROVIDE OUTDOOR TABLE WITH

FOUR CHAIRS AND UMBRELLA

ALL MATERIALS MUST BE STAINLESS STEEL BOLT TABLE TO GROUND PROVIDE CABLES FOR CHAIRS RIGGERS LOFT INSTALL SAFETY CAGE SEE INSTALL SAFETY CAGE SEE 2G-2 3G-2 A REPLACE ROLLUP DOOR SEE 4G-2 INSTALL INTERPRETIVE SIGN - BOLT TO ASPHALT SEE 5G-2 25'-0"
14'-0"
6" 11'-0" T.O. PARAPET BOT. OF TRUSSES MEZZANINE LEVEL MAIN LEVEL E D C B A 9'-4" +/- 7'-8" +/- 7'-8" +/- LADDER BRACKET, TYP. REMOVE AND REPLACE THE LADDER WITH AN OSHA COMPLIANT LADDER AND CAGE ON SHEET METAL WALL WITH WOOD FRAMING SEE NOTES. CONC. FACADE SHEET METAL FACADE 25'-0"
14'-0"
6" 11'-0" T.O. PARAPET BOT. OF TRUSSES MEZZANINE LEVEL MAIN LEVEL A B C D E 9'-4" +/- 7'-8" +/- 7'-8" +/- LADDER BRACKET, TYP. REMOVE AND REPLACE THE LADDER WITH AN OSHA COMPLIANT LADDER AND CAGE ON CONCRETE WALL SEE NOTES. NOTES 1. EXISTING FIXED LADDER IS APPROXIMATELY 16 FEET IN LENGTH AND IS ACCESSED BY A PORTABLE EXTENSION LADDER. REMOVE EXISTING LADDER. 2. PROVIDE AND INSTALL FULL HEIGHT LADDER AND SAFETY CAGE. THE UNIT SHALL BE CONSTRUCTED OF ALUMINUM OR FIBER GLASS. 3. UNIT SHALL HAVE A SECURITY GATE AT ITS BASE. 4. LOCATE BOTTOM OF CAGE 7'-0" MINIMUM AND 8'-0" MAXIMUM ABOVE THE LOWEST FIXED-LADDER RUNG. 5. PROVIDE FLARED ENTRY AND VERIFY THAT THE PORTABLE-TO-FIXED-LADDER TRANSITION PROVIDES UNOBSTRUCTED THREE-POINT CONTACT. 6. FIELD VERIFY ALL DIMENSIONS PRIOR TO FABRICATION. REPLACE 9'-11" x 8'-9" ROLLING STEEL DOOR WITH CHAIN HOST INCLUDE ALL HARDWARE COMPONENTS STEEL TO BE 24 GAUGE GALVANIZED PAINTED TO MATCH EXISTING BUILDING DOORS 8/10/2026 10:54 AM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

RIGGERS LOFT IMPROVEMENTS

Page 03 of 21 ends

SEE DETAIL 4 60' CLASS 3 WOOD POLE
50' 10'
MIN
ABOUT 14" DIAMETER POLE AT GROUND SURFACE REPLACE DAMAGED ASPHALT

WITH CONCRETE OR ASPHALT
AROUND PERIMETER OF POLE MINIMIZE VOID SPACE FILL WITH SLURRY IF NECESSARY - VERIFY SOIL CONDITIONS WITH ENGINEER DURING DRILLING, MAY NEED TO EMBED POLE DEEPER NENA DESIGN HOLLONEST OSPREY NEST (4) 12" GRADE 8 STAINLESS STEEL BOLTS,

NUTS, AND
WASHERS (2) ZENA DESIGN STAINLESS STEEL BRACKETS WOOD POLE PORT WILL PROVIDE NEST AND MOUNTING HARDWARE CONTRACTOR TO INSTALL STOP STOP STOP STOP STOP AHEADSTOP SLOW SLOW STOP AHEAD STOP AHEAD SLOW STOP MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW SLOW
MPH
15 SLOW MPH 15 SLOW MPH 15 SLOW CANAL BLVD INSTALL OSPREY POLE FINGER PIER 1 FINGER PIER 2 3G-3 3G-3 INSTALL OSPREY POLE MPH 15 SLOW 3G-3 INSTALL OSPREY POLE 8/10/2026 10:54 AM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

OSPREY NEST INSTALLATION

Page 04 of 21 ends

Graphic Scale (in feet) 0 1 inch = 60 ft. 60 60 120 MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH
15 SLOW
SLOW
15 MPH NB1 BO 131 128 124 120 116 112 108 104 100 96 92 88 84 80 76 72 68 64 60 56 52 48 44 40 36 32 28 24 20 16 12 8 6 4 2 NF21 NB12 NF20 NF19 NF18 NF17 NF16 NF15 NF14 NF13 NB9 NF12 NB8 NF11 NB6 NF10 NF9B-7 NF8 NF7 NF6 NF5 NF4B-3 NF3 NF2 NF1 NB13 NB11 NB10 NB7 NB5 NB4 NB3 NB2 VEHICLE LOAD AREA FACE OF BERTH BOLLARD FENDER SEE DETAIL BELOW BENT LINE DECK +14+/- DECK +14+/- DECK +14+/- FACE OF BERTH BOLLARD FENDER SEE DETAIL NOTES 1. CONTRACTOR TO REPLACE 7 LARGE AND 4 SMALL FENDERS AS SHOWN IN DETAIL 2 BELOW. PORT WILL SUPPLY FENDERS. 2. CONTRACTOR TO SUPPLY AND WELD 34" 316 STAINLESS STEEL STUD TO COMMON STEEL. 3. CONTRACTOR TO SUPPLY STAINLESS STEEL NUTS AND WASHERS 1G-4 2G-4 8/10/2026 10:54 AM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

FENDER REPAIR

Page 05 of 21 ends

STOP MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 MPH SLOW 15 MPH SLOW 15 MPH SLOW 15 SLOW 15 SLOW 15 SLOW SLOW MPH 15 SLOW MPH 15 SLOW SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
MPH 15
MPH
MPH
15 SLOW
SLOW
15 MPH
15 SLOW
SLOW
15 MPH MPH 15 SLOW
MPH 15 SLOW
MPH
MPH 15 SLOW
SLOW
15 MPH
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH MPH 15 SLOW MPH 15 SLOW
MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
MPH
SLOW
15 MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW D-L D-K D-J D-I D-H D-G D-F D-E D-D D-C D-B D-A D-N

F-A F-B F-C D-K D-J D-I D-H D-G D-F D-E D-D D-C D-B D-A D-L D-W D-V D-U D-T D-S D-R D-Q D-P D-M D-O E-K E-J E-I E-H E-G E-F E-E E-D E-C E-B E-A F-B
F-C

A-B A-B

A-B A-B A-B A-B A-B A-B
A-C

A-C A-C A-C A-C A-C A-C

A-C A-A A-A A-A A-A
A-A

A-A R-A R-A R-A R-A R-A R-A
R-A

R-A R-A R-A
R-A

R-A R-B R-B R-B R-B R-B R-B
R-B

R-B R-B R-B
R-B

R-B R-C R-C R-C R-C
R-C

R-C R-C R-C
R-C

R-C R-D R-D R-D R-D
R-D

R-D R-D

R-D R-E R-E R-E R-E
R-E

R-E R-F R-F R-F R-F
R-F

R-F R-C R-C R-D

R-D D-M D-P D-O D-N D-Q D-R D-S D-T D-U D-V D-W
R-G
R-G
R-G
R-B
R-G

R-H R-H
R-H
R-H

R-H B-A B-A B-D B-D B-C B-C B-C B-C B-D B-D B-H B-H B-GB-G B-H B-H D-A
D-A
D-A

D-A D-B E-B
D-B
D-B
D-B

D-B D-C E-C
D-C
D-C
D-C

D-C D-D E-D
D-D
D-D
D-D

D-D D-E E-E
D-E
D-E
D-E

D-E D-F E-F
D-F
D-F
D-F

D-F D-G E-G
D-G
D-G
D-G

D-G D-H E-H
D-H
D-H
D-H

D-H D-I E-I
D-I
D-I
D-I

D-I E-I D-J E-J
D-J
D-J
D-J
D-J
E-J

E-J D-K E-K
D-K
D-K
D-K
D-K
E-K

E-K D-L
D-L
D-L
D-L

D-L D-M
D-M
D-M
D-M
D-M
D-N
D-N
D-N
D-N
D-O
D-O
D-O
D-O
D-P
D-P
D-P

D-P D-A
D-Q
D-Q
D-R
D-R
D-S
D-SD-T
D-TD-U
D-U
D-V
D-VD-W
D-W
D-Q
D-Q
B-H
B-H
B-D
B-D
B-C
B-C

B-B F-AF-A F-BF-CF-CF-DF-B F-AF-A F-BF-CF-CF-DF-B F-AF-A F-BF-CF-CF-DF-B F-A
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53
21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 37 38 39 40 41 42 43 44 45 46 47 48 49
37 38 39 40 41 42 43 44 45 46 47 48 49
37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53
37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53
23 24 25 26 27 28 29 30 31 32 33 34 35 36
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 31 32 33 34 35 36 1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16 17
18 19 20
21 22 23 24 25 26 27 28 29
31 32 33 34 35 36 37
38 39
40 41
42 43
37 38 39 41 42 43 40
1 2 3 4 5 6 7 8 9 10 11 12 13
1 2 3 4 5 6 7 8 9 10 11 12 13
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
1 2 3 4 5 6 7 8 9 10 11 12
1 2 3 4 5 6 7 8 9 15 16
1 2 3 4 5
1 2
3 4 5 6 7 8 9 10 11 12 13 14
1 2 3 4 5 6 7
8 9 10 11 12 13 14
9 10 11 12 13 14
13 14
15 16
6 7
8 9 SECURITY AND OPERATION CENTER (APPROX. 5,200± SF) BASIN 1 BASIN 2 BASIN 3 BASIN 4 BASIN 5 WV WV

CANAL BOULEVARD AWC FACILITY

CANAL BLVD

CANAL BLVD CANAL BLVD
1D-1 REMOVE FENCE,

POSTS, AND CONCRETE SLAB REMOVE FORKLIFT
1D-1 REMOVE FORKLIFT AND BOILER
1D-1 LIGHT POSTS REMOVE "RB CELLARS" SIGN ON FENCE REMOVE "WINE TASTING" SIGN FROM WAYFINDING SIGN AND POST AT ENTRY TO PROPERTY REMOVE "WINE TASTING" SIGN FROM WAYFINDING SIGN AND POST REMOVE EXISTING STRIPING AND PREPARE ARE A FOR SLURRY SEAL REMOVE EXISTING STRIPING AND PREPARE ARE A FOR SLURRY SEAL Graphic Scale (in feet) 0 1 inch = 100 ft. 100 100 200 NOTES 1. FORKLIFTS CONTAIN DIESEL FUEL, OIL, AND OTHER CONTAMINANTS. 2. CONTRACTOR TO TEST BOILER FOR HAZARDOUS MATERIAL. ASSUME NO HAZARDOUS MATERIAL FOR BIDDING. 8/10/2026 9:08 AM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

DEMOLITION

Page 06 of 211 ends

1 EQUIPMENT REMOVAL REMOVE FORKLIFT REMOVE FORKLIFT REMOVE BOILER REMOVE LIGHTS AND CONCRETE BLOCKS DEMOLITION 1"=100' 717 MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW SLOW
15 MPH
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH MPH 15 SLOW MPH 15 SLOW
MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH
A-C39 <- 1
A-B39 <- 1 A-A
1 -> 35 B-A1 -> 46 B-C
1 -> 16 B-H
1 -> 14 B-D
1 -> 9 B-G
8 -> 14 R-A
1 -> 53R-B
1 -> 53 R-C
15 -> 53 R-D
21 -> 53 CARWASH QUEUE PROCESSING QUEUE POST SHOP BODY QUEUE BASIN 1 BASIN 2 BASIN 3 BASIN 4 BASIN 5 GENERAL WAREHOUSE PROCESSING BUILDING RAIL BERTH 8 BERTH 5
BERTH 6 TRUCK LOADING SUBARU RIGGERS LOFT
1C-1 LEGENDWEED ABUTMENT/SEAL CRACK SEE MILL 2" ASPHALT AND REPLACE WITH NEW 2" ASPHALT LIFT - APPROXIMATE SIZE SHOWN AxB 1C-2 CONSTRUCTION NOTES. 1. PAVEMENT REPAIR LIMITS TO BE MARKED WITH ENGINEER IN FIELD. 2. SLURRY LIMITS SHOWN ARE APPROXIMATE. ADJUST IN FIELD AS DIRECTED BY ENGINEER. 3. KEEP SLURRY OFF FENCES, BOLLARDS, AND PAINTED BERMS. 4. CONTRACTOR TO CLOSE NO MORE THAN 25% OF THE PARKING AREA IN ONE STAGE. ALL WORK TO BE COORDINATED WITHTENANT AND PORT. 5. WORK ON DOCK REQUIRES SUPERVISION BY AWC. 6. CRACK REPAIR IS TYPICALLY AT THE EDGE OF THE FACILITY

BETWEEN THE PAVEMENT AND THE SHOTCRETE CONCRETE
PAVING - SEE DETAIL 1 ON SHEET C-2. THIS IS WITHIN THE OU-1 CAP AREA - NO DIGGING WITHIN THIS AREA WITHOUT APRPOVAL. 8/10/2026 2:46 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

PAVEMENT REPAIRS

Page 07 of 211 ends

0 80 160 1 IN = 80 FT PAVING PLAN SCALE: HOR. 1"=80' MATCHLINE SEE SHEET C-2 MATCHLINE SEE SHEET C-4 SCALE: NTS
1 REFLEXTIVE CRACK 718
STOP
STOP
STOP
STOP

STOP STOP AHEAD
STOP
SLOW
SLOW
STOP
AHEAD
STOP
AHEAD
SLOW
STOP MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 MPH SLOW 15 MPH SLOW 15 MPH SLOW 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
MPH 15 SLOW
MPH
MPH
15 SLOW
SLOW
15 MPH 15 SLOW
MPH 15 SLOW
MPH 15 SLOW E-H E-G E-F E-E E-D E-C E-B
3 -> 32 E-I3 -> 29 E-K E-J
3 -> 17
3 -> 24
3 -> 33
3 -> 34
3 -> 35
3 -> 37
3 -> 40
3 -> 44 D-H D-G D-F D-E D-D D-C D-B
3 -> 37 D-I3 -> 37 D-R D-Q D-P D-O D-N D-M D-L D-K D-J
3 -> 33
3 -> 35
3 -> 36
6 -> 36
7 -> 36
7 -> 37
4 -> 37
3 -> 37
3 -> 37
3 -> 37
3 -> 37
3 -> 37
3 -> 37
3 -> 37
3 -> 37 D-W D-V D-U D-T D-S
3 -> 15
3 -> 20
3 -> 24
3 -> 28
3 -> 31 AWC FACILITY

CANAL BLVD CANAL BLVD

CANAL BOULEVARD
1C-2
1C-2 LEGENDWEED ABUTMENT/SEAL CRACK SEE MILL 2" ASPHALT AND REPLACE WITH NEW 2" ASPHALT LIFT - APPROXIMATE SIZE SHOWN AxB 1C-2 CONSTRUCTION NOTES. 1. PAVEMENT REPAIR LIMITS TO BE MARKED WITH ENGINEER IN FIELD. 2. SLURRY LIMITS SHOWN ARE APPROXIMATE. ADJUST IN FIELD AS DIRECTED BY ENGINEER. 3. KEEP SLURRY OFF FENCES, BOLLARDS, AND PAINTED BERMS. 4. CONTRACTOR TO CLOSE NO MORE THAN 25% OF THE PARKING AREA IN ONE STAGE. ALL WORK TO BE COORDINATED WITHTENANT AND PORT. 5. WORK ON DOCK REQUIRES SUPERVISION BY AWC. 6. CRACK REPAIR IS TYPICALLY AT THE EDGE OF THE FACILITY

BETWEEN THE PAVEMENT AND THE SHOTCRETE CONCRETE
PAVING - SEE DETAIL 1 ON SHEET C-2. THIS IS WITHIN THE OU-1 CAP AREA - NO DIGGING WITHIN THIS AREA WITHOUT APRPOVAL. ASPHALT OVER AGGREGATE BASE SHOTCRETE FILL CLEAN EXISTING CRACK OF DEBRIS, SOIL, AND VEGETATION FILL PER SPECIFICATION (12" DEEP MAX) 8/10/2026 2:46 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

PAVEMENT REPAIRS

Page 08 of 211 ends

0 80 160 1 IN = 80 FT PAVING PLAN SCALE: HOR. 1"=80' MATCHLINE SEE SHEET C-1 MATCHLINE SEE SHEET C-3 SCALE: NTS
1 CRACK SEAL 719
MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH SLOW
15 MPH SLOW
15 MPH
MPH 15 SLOW
15 MPH
SLOW
MPH 15 SLOW
MPH 15 SLOW
MPH
15 SLOW
SLOW
15 MPH
MPH 15 SLOW
MPH 15 SLOW
MPH
15 SLOW
MPH
15 SLOW E-A
3 -> 51 D-A
3 -> 37
F-A F-B F-C F-D F-E F-F F-G F-H3 -> 90F-I3 -> 87
F-J F-K F-L F-M F-N F-O F-P 3 -> 92 3 -> 86 3 -> 79 3 -> 76 3 -> 82 3 -> 89 3 -> 84 3 -> 78 10 -> 36 3 -> 92 3 -> 74 4 -> 68 6 -> 62 3 -> 71 AWC FACILITY

CANAL BLVD

BETWEEN THE PAVEMENT AND THE SHOTCRETE CONCRETE
PAVING - SEE DETAIL 1 ON SHEET C-2. THIS IS WITHIN THE OU-1 CAP AREA - NO DIGGING WITHIN THIS AREA WITHOUT APRPOVAL. 8/10/2026 2:46 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

PAVEMENT REPAIRS

Page 09 of 211 ends

0 80 160 1 IN = 80 FT PAVING PLAN SCALE: HOR. 1"=80'
MATCHLINE SEE SHEET C-2 MATCHLINE SEE SHEET C-4 720
MPH
15 SLOW
MPH
SLOW
15 MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW R-E
37 -> 49 R-F
37 -> 53
R-G
1 -> 21
R-H
1 -> 43
CANAL BLVD RAIL LOADING CANAL BOULEVARD LEGENDWEED ABUTMENT/SEAL CRACK SEE MILL 2" ASPHALT AND REPLACE WITH NEW 2" ASPHALT LIFT - APPROXIMATE SIZE SHOWN AxB 1C-2 CONSTRUCTION NOTES. 1. PAVEMENT REPAIR LIMITS TO BE MARKED WITH ENGINEER IN FIELD. 2. SLURRY LIMITS SHOWN ARE APPROXIMATE. ADJUST IN FIELD AS DIRECTED BY ENGINEER. 3. KEEP SLURRY OFF FENCES, BOLLARDS, AND PAINTED BERMS. 4. CONTRACTOR TO CLOSE NO MORE THAN 25% OF THE PARKING AREA IN ONE STAGE. ALL WORK TO BE COORDINATED WITH
TENANT AND PORT. 5. WORK ON DOCK REQUIRES SUPERVISION BY AWC. 6. CRACK REPAIR IS TYPICALLY AT THE EDGE OF THE FACILITY

BETWEEN THE PAVEMENT AND THE SHOTCRETE CONCRETE
PAVING - SEE DETAIL 1 ON SHEET C-2. THIS IS WITHIN THE OU-1 CAP AREA - NO DIGGING WITHIN THIS AREA WITHOUT APRPOVAL. 8/10/2026 2:46 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

PAVEMENT REPAIRS

Page 10 of 211 ends

0 80 160 1 IN = 80 FT PAVING PLAN SCALE: HOR. 1"=80' MATCHLINE SEE SHEET C-3 MATCHLINE SEE SHEET C-2
721
MPH
15 SLOW
MPH
SLOW
15 MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW RE-STRIPE TERMINAL AREA TO MATCH EXISTING CONDITIONS RAIL RAIL LOADING CANAL BOULEVARD DETAIL 22 DETAIL 27B DETAIL 24 DETAIL 27B DETAIL 29 REPLACE (3) "NO PARKING" SIGN BLUE MARKER AT HYDRANT NOTES 1. DELINEATION WITHIN TERMINAL TO BE PAINT. DELINEATION OUTSIDE OF TERMINAL TO BE THERMOPLASTIC. 2. DELINEATION AND MARKINGS TO MATCH EXISTING. 3. CAT TRACK ALL STRIPING AND OBTAIN APPROVAL FROM ENGINEER PRIOR TO FINAL STRIPING. 4. ENGINEER CAN PROVIDE ELECTRONIC FILE OF STRIPING. 8/10/2026 2:40 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

DELINEATION PLAN

Page 14 of 211 ends

0 80 160 1 IN = 80 FT MATCHLINE SEE SHEET C-7
MATCHLINE SEE SHEET C-5 DELINEATION PLAN SCALE: HOR. 1"=80' 722 MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH
SLOW
15 MPH SLOW
15 MPH SLOW
15 MPH
MPH 15 SLOW
15 MPH
SLOW
MPH 15 SLOW
MPH 15 SLOW
MPH
15 SLOW
SLOW
15 MPH
MPH 15 SLOW
MPH 15 SLOW
MPH
15 SLOW
MPH
15 SLOW RE-STRIPE TERMINAL AREA TO MATCH EXISTING CONDITIONS CANAL BOULEVARD DETAIL 22 DETAIL 27B NOTES 1. DELINEATION WITHIN TERMINAL TO BE PAINT. DELINEATION OUTSIDE OF TERMINAL TO BE THERMOPLASTIC. 2. DELINEATION AND MARKINGS TO MATCH EXISTING. 3. CAT TRACK ALL STRIPING AND OBTAIN APPROVAL FROM ENGINEER PRIOR TO FINAL STRIPING. 4. ENGINEER CAN PROVIDE ELECTRONIC FILE OF STRIPING. 8/10/2026 2:40 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

DELINEATION PLAN

Page 13 of 211 ends

0 80 160 1 IN = 80 FT
MATCHLINE SEE SHEET C-6 MATCHLINE SEE SHEET C-8 DELINEATION PLAN SCALE: HOR. 1"=80' 723 STOP
STOP
STOP STOP STOP STOP AHEADSTOP SLOW SLOW STOP AHEAD STOP AHEAD SLOW STOP MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 MPH SLOW 15 MPH SLOW 15 MPH SLOW 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH
15 SLOW
SLOW
15 MPH MPH 15 SLOW
MPH 15 SLOW
MPH
MPH
15 SLOW
SLOW
15 MPH 15 SLOW MPH 15 SLOW
MPH 15 SLOW RE-STRIPE TERMINAL AREA TO MATCH EXISTING CONDITIONS CANAL BOULEVARD DETAIL 22 DETAIL 27B DETAIL 22 DETAIL 27B SPEED HUMP MARKINGS TYP STOP MARKINGS TYP CROSSWALK MARKINGS TYP BEGIN PAINT CURB WHITE END PAINT CURB WHITE PAINT CURB WHITE DETAIL 22 DETAIL 27B WITH MARKER AT 5' O-C 10' INSTALL (6) WHITE DELINEATORS ON CURB AT 15' O-C INSTALL (8) WHITE DELINEATORS ON CURB AT 15' O-C BEGIN DETAIL 27B WITH MARKER AT 5' O-C END DETAIL 27B WITH MARKER AT 5' O-C NOTES 1. DELINEATION WITHIN TERMINAL TO BE PAINT. DELINEATION OUTSIDE OF TERMINAL TO BE THERMOPLASTIC. 2. DELINEATION AND MARKINGS TO MATCH EXISTING. 3. CAT TRACK ALL STRIPING AND OBTAIN APPROVAL FROM ENGINEER PRIOR TO FINAL STRIPING. 4. ENGINEER CAN PROVIDE ELECTRONIC FILE OF STRIPING. 8/10/2026 2:40 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

DELINEATION PLAN

Page 12 of 211 ends

MATCHLINE SEE SHEET C-7 DELINEATION PLAN SCALE: HOR. 1"=80' 724 MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW MPH 15 SLOW SLOW
15 MPH
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH MPH 15 SLOW MPH 15 SLOW
MPH
15 SLOW
SLOW
15 MPH
MPH
15 SLOW
SLOW
15 MPH RE-STRIPE TERMINAL AREA TO MATCH EXISTING CONDITIONS GENERAL WAREHOUSE PROCESSING BUILDING RAIL BERTH 8 BERTH 5
BERTH 6 TRUCK LOADING ADA STALLS TYP STANDARD STALL TYP NO STRIPING NO STRIPING DETAIL 22 DETAIL 27B BLUE MARKER AT HYDRANT NOTES 1. DELINEATION WITHIN TERMINAL TO BE PAINT. DELINEATION OUTSIDE OF TERMINAL TO BE THERMOPLASTIC. 2. DELINEATION AND MARKINGS TO MATCH EXISTING. 3. CAT TRACK ALL STRIPING AND OBTAIN APPROVAL FROM ENGINEER PRIOR TO FINAL STRIPING. 4. ENGINEER CAN PROVIDE ELECTRONIC FILE OF STRIPING. 8/10/2026 2:40 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

DELINEATION PLAN

Page 11 of 211 ends

MATCHLINE SEE SHEET C-8
725
MPH
15 SLOW
MPH
15 SLOW
BASIN 4
BASIN 5

RIGGERS

LOFT GENERAL
WAREHOUSE BERTH 5
BERTH 6
WV WM

RED OAK WATER

SERVICE
WV WM

SEA SCOUTS

WATER SERVICE
EXISTING 12" STEEL

WATER PIPELINE ON

BULKHEAD
WV

VALVE CLOSED
2" WATER LINE

INSTALLED IN
2025
2" WATER LINE

INSTALLED IN
2025
WV
SS
(EX) BLIND

CONNECTION

INSTALL MANHOLE
< 5' DEEP
EX 6" FORCE MAIN

UNDERGROUND
EX 6" FORCE

MAIN HANGING

UNDER DOCK
EX 6" FORCE MAIN

PENETRATING

GRAVING BASIN

1.6% ±
EX 4" SS

INSTALLED
IN 2015

EX SSMH
FILLED

WITH SOIL
SS (-7')
FROM

SURFACE
INV 8.4±
TO RED
OAK

EX PORT
OFFICE

LATERAL

EX ACTIVE

LATERAL

ACTIVE LATERAL
SS (-3') FROM

SURFACE
INV 12.6±

EXISTING
6" SEWER

ABANDONED
STORM

DRAINAGE SANITARY
SEWER MH 1

EX SSMH 2

CAST IRON SS

REMOVE VALVE AND CAP
LINE INSTALL 2" COPPER

EXTENSION WITH SWING

VALVE SEE DETAIL
WV
INSTALL 12" WATER

GATE VALVE ON MAIN

TO GRAVING BASINS -

EXISTING PIPE IS HDPE
1 U-1
INSTALL 4"

KNIFE-GATE

VALVE IN

TRAFFIC
RATED

ENCLOSURE
Graphic Scale (in feet)
0 1 inch = 40 ft.
40 40 80
MPH
15 SLOW
SLOW MPH 15 SLOW

PROCESSING

BUILDING

REPLACE DRAIN

INLET GRATE
SUBARU

WATER SERVICE

TO PROCESSING

BUILDING

WATER SERVICE

TO SUBARU

WATER SERVICE

TO CAR WASH
WV
WV

INSTALL GATE

VALVES TO

BUILDING WATER

SERVICE WMWM

INSTALL WATER

METER IN TRAFFIC

RATED BOX SEE
SHEET M-4

LOCATE WATER SERVICES

IN AREA TO CONFIRM
CONFIGURATION MPH 15 SLOW
SLOW
RAIL
WV

INSTALL GATE

VALVE TO RAIL

BUILDING WATER

SERVICE
WM

INSTALL WATER

METER IN TRAFFIC

RATED BOX SEE
SHEET M-4 8/10/2026 2:38 PM#### POINT POTRERO MARINE TERMINAL 2026 TERMINAL MAINTENANCE Project Address: 1322 Canal Blvd, Richmond Contra Costa California Designed By:

Checked By:

Drawn By: AG Date Rev RCSAG
Sheet No.

Scale:

Date: 08.05.2026
Permit. No.

Proj. No. 2300125
Prepared Under the Direction
of: 415.883.9850 Engineering Land Surveying Landscape Architecture CSWST2.com 78 Railroad Avenue Richmond, CA 94801 PORT OF RICHMOND U-1UTILITY PLAN

Page 15 of 21 ends

1" = 40'

UTILITY PLAN
SCALE: HOR. 1"=40'

UTILITY PLAN AT PROCESSING BUILDING
SCALE: HOR. 1"=40'
MATCH LINE SEE SHEET U-2
SCALE: NTS 1 PIPE MODIFICATION

UTILITY PLAN AT RAIL BUILDING
SCALE: HOR. 1"=40'
726
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW MPH
15 MPH SLOW
15 MPH SLOW
15 MPH SLOW
15 SLOW
MPH
15 SLOW MPH 15 SLOW SLOW 15 MPH
MPH 15 SLOW
BASIN 1
BASIN 2
BASIN 3

CANAL BLVD

CANAL BOULEVARD
WV
WV
WV
WV

TO OFFICE

BUILDING

REMOVE VALVE AND CAP
LINE INSTALL 2" COPPER

EXTENSION WITH SWING

VALVE SEE DETAIL

REMOVE VALVE AND CAP
LINE INSTALL 2" COPPER

EXTENSION WITH SWING

VALVE SEE DETAIL

REMOVE VALVE AND CAP
LINE INSTALL 2" COPPER

EXTENSION WITH SWING

VALVE SEE DETAIL

BEGIN AT INLET

END AT INLET
10' DEEP

EX INLET
10' DEEP

EX INLET

CLEAN CMP PIPE AND
SLIP LINE 12" SD

EX RIM 17.85+/-
INV 11.3+/-

REMOVE EX DI AND INSTALL TYPE
G1 INLET RAISE GRATE 4"+/-

RE-GRADE ASPHALT

EX RIM 17.85+/-
INV 12.0+/-

REMOVE EX DI AND INSTALL
TYPE G1 INLET RAISE GRATE
2"+/-
INSTALL TYPE G1 INLET

MATCH ASPHALT GRADE
INV 11.5+/-
EXISTING 12" STEEL

WATER PIPELINE ON

BULKHEAD

REMOVE EXISTING VALVE

AND SEE DETAIL
1 U-2
1 U-1
1 U-1
1 U-1

CLEAN CMP PIPE AND
SLIP LINE 30" SD

CLEAN CMP PIPE AND
SLIP LINE 12" SD
Graphic Scale (in feet)
0 1 inch = 40 ft.
40 40 80 8/10/2026 2:38 PM#### POINT POTRERO MARINE TERMINAL 2026 TERMINAL MAINTENANCE Project Address: 1322 Canal Blvd, Richmond Contra Costa California Designed By:

Checked By:

Drawn By: AG Date Rev RCSAG
Sheet No.

Scale:

Date: 08.05.2026
Permit. No.

Proj. No. 2300125
Prepared Under the Direction
of: 415.883.9850 Engineering Land Surveying Landscape Architecture CSWST2.com 78 Railroad Avenue Richmond, CA 94801 PORT OF RICHMOND U-2UTILITY PLAN

Page 16 of 21 ends

1" = 40'

UTILITY PLAN
SCALE: HOR. 1"=40'
MATCH LINE SEE SHEET U-1
SCALE: NTS 1 VALVE REPLACEMENT
WV

REMOVE EXISTING GATE VALVE

AND INSTALL BRASS BALL

VALVE - MATCH EX SIZE

REMOVE T AND CAP

FROM MAIN PIPLE

TO PARTS

BUILDING
WM

INSTALL METER
SEE SHEET M-4
727
12" (UNLESS NOTED) FIRE WATER / 4" IRRIGATION WATER, SEE DETAIL 8/C7.01 DOMESTIC WATER, SEE PLAN FOR SIZE, SEE DETAIL 8/C7.01 WV WV WV WV WV WV WV RED OAK WATER METER BASIN 5 SEA SCOUTS WATER METER BASIN 5 WV WV WVWV WV FIRE WATER SYSTEM POTABLE WATER SYSTEM AWC WATER METER SHIP SERVICE AWC WATER METER RAIL BUILDING WM EM WATER METER GENERAL WAREHOUSE WM AWC WATER METER PROCESSING BUILDING WM AWC WATER METER CAR WASH WM AWC WATER METER SUBARU PROCESSING BUILDING WM INSTALL TENANT WM RIGGERS LOFT WM WM WM WM WM WM WM INSTAL PORT WM RIGGERS LOFT MARINE SPILL RESPONSE WATER METER FINGER PIER FOSS METER FINGER PIER ALCATRAZ TOURS BASIN 4 WM NONE WATER METER BASIN 3 WM DUTRA WATER METER BASIN 2 WM DUTRA WATER METER BASIN 1 WM DUTRA WATER METER BUILDING WM AWC WATER METER SERVICE BUILDING WM AWC WATER METER LONG SHORE TRAILER WM 12 kV PGE SERVICE PGE SERVICE 12kV PGE SERVICE 120/240V 3Ø PGE SERVICE EM CITY ELECTRICAL METER SS PUMP STATION NEED TO VERIFY AWC ELECTRICAL METER LIGHTING AND BUILDING 1000A 277/480V 3Ø EM EM EMEMEM EM EM EM AWC ELECTRICAL METER SITE LIGHTING 100A 277/480V 3Ø AWC ELECTRICAL METER PROCESSING BUILDING 2000A 277/480V 3Ø THIS FEEDS GW AND RIGGERS LOFT EM PORT ELECTRICAL METER RIGGERS LOFT 400A 277/480V 3Ø PORT ELECTRICAL METER RIGGERS LOFT 1200A 480Y/277V 3Ø EM TENANT ELECTRICAL METER RIGGERS LOFT NOT SURE DUTRA ELECTRICAL METER RIGGERS LOFT 100A 120/240V 1Ø DUTRA ELECTRICAL METER RIGGERS LOFT 100A 120/240V 1Ø DUTRA ELECTRICAL METER RIGGERS LOFT 100A 120/240V 1Ø TENENT ELECTRICAL METER RIGGERS LOFT 100A 120/240V 1Ø EM AWC METER SUBSTATION 9 100A 120/240V 1Ø 1M2 2M2
2M2
4M2 GENERAL WAREHOUSE PROCESSING BUILDING RIGGERS LOFT BERTH 7 BERTH 8 BUILDING 23 BASIN 1 BASIN 2 BASIN 3 BASIN 4 BASIN 5 FINGER PIER 1
FINGER PIER 2

PORT WATER SYSTEM EBMUD WATER SYSTEM

EBMUD ACCOUNT
#57155500001

FIRE BFP WEST

POTABLE WATER BFP EAST

IRRIGATION BFP
120/240V 3Ø PGE SERVICE 120/240 PGE SERVICE EM EM AWC ELECTRICAL METER OVERFLOW LOT LIGHTING 100A 120/240V 1Ø AWC ELECTRICAL METER SITE LIGHTING 100A 277/480V 3Ø 3M2 BUILDING 23

MATCH LINE SEE ABOVE

MATCH LINE SEE BELOW
8/10/2026 12:41 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

ELECTRIC AND WATER METERING

Page 17 of 21 ends

728
SCALE: NTS
1 METERING SITE PLAN SCALE: NTS
2 ELECTRIC METERING DETAILS
8/10/2026 12:41 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

ELECTRIC METERING DETAILS

Page 18 of 21 ends

8/10/2026 12:41 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

ELECTRIC METERING DETAILS

Page 19 of 21 ends

1 ELECTRIC METERING DETAIL SCALE: NTS
2 ELECTTRIC METERING BILLING PLAN 730
SCALE: NTS
1 WATER METERING DETAIL SCALE: NTS
2 WATER METERING BILLING PLAN
8/10/2026 12:41 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

WATER METERING DETAILS

Page 20 of 21 ends

MPH
15 SLOW SLOW 15 MPH

B-D B-D B-C
B-C
B-D
B-D

B-H B-H B-G
B-G
B-H
B-H 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 15 16 1 2 3 4 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 1 2 3 4 5 6 7 8 9 10 11 12 13 14 9 10 11 12 13 14 B-HB-H B-DB-D B-C 13 14 6 7 8 9 B-C1 -> 16
B-H1 -> 14
B-D1 -> 9
B-G8 -> 14 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 15 16 1 2 3 4 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 1 2 3 4 5 6 7 8 9 10 11 12 13 14 9 10 11 12 13 14 13 14 15 16 6 7 8 9 BASIN 1
BASIN 2
BASIN 3
BASIN 4
BASIN 5
WV
WV

CANAL BLVD

INSTALL SOLAR STREET

LIGHT SEE DETAIL
TYP 1
SL-1

INSTALL SOLAR STREET

LIGHT SEE DETAIL
TYP 1
SL-1

INSTALL SOLAR STREET

LIGHT SEE DETAIL
TYP1
SL-1

INSTALL SOLAR STREET

LIGHT SEE DETAIL
TYP 1
SL-1

MORTAR BASE

BACK OF EX

SIDEWALK
190W SOLAR PANEL
TILT 10 DEGREES 14'
936Wh-24V NiMH BATTERY

ROUNDED TAPERED POLE

POWDER COAT
POLE COLOR: RAL 9004
(SIGNAL BLACK

CONCRETE CIDH

PROVIDE ANCHOR BOLTS

INCLUDING BREAK AWAY

COUPLING KIT

2.5' DIAMETER 7' DEEP

CONCRETE FOUNDATION PER
STANDARD PLAN ES-7N

ESSENTIAL FIXTURE
LED: 204 LM/W
COLOR: 3,000K
FIXTURE COLOR: RAL 9004
(SIGNAL BLACK)
48" ARM
NOTES

1. RETAIN UTILITY LOCATING SERVICE TO LOCATE UTILITIES PRIOR TO EXCAVATION.

2. VERIFY EDGE OF GRAVING BASIN UNDERSIDE DOCK PRIOR TO EXCAVATION.

3. LOCATE ALL LUMINARIES WITH ENGINEER PRIOR TO EXCAVATION. 8/10/2026 10:57 AM#### POINT POTRERO MARINE TERMINAL 2026 TERMINAL MAINTENANCE Project Address: 1322 Canal Blvd, Richmond Contra Costa California Designed By:

Checked By:

Drawn By: AG Date Rev RCSAG
Sheet No.

Scale:

Date: 08.05.2026
Permit. No.

Proj. No. 2300125
Prepared Under the Direction
of: 415.883.9850 Engineering Land Surveying Landscape Architecture CSWST2.com 78 Railroad Avenue Richmond, CA 94801 PORT OF RICHMOND SL-1LIGHTING PLAN

Page 21 of 21 ends

1" = 40'
40 0 40 80
1 IN = 40 FT LIGHTING PLAN
SCALE: HOR. 1"=40'
SCALE: NTS 1 LIGHT POLE AND LUMINAIRE DETAIL
732
ADDENDUM NUMBER 1
POINT POTRERO MARINE TERMINAL (PPMT) 2026 TERMINAL MAINTENANCE August 20, 2026
This addendum consists of one (1) page total, excluding attachments, amending the Request for Proposal. Where provisions of the following supplementary data differ from those of the original documents, this Addendum shall govern and take precedence.

THE PROPOSER SHALL ACKNOWLEDGE RECEIPT OF THIS ADDENDUM IN THEIR PROPOSAL.

RESPONSE TO QUESTIONS

1. Please confirm the correct RFI Deadline date. The Invitation for Bids lists August 24 at 3 pm, and PlanetBids lists August 27 at 3 pm?
a. Please see below.

INFORMATION

1. Please find attached the sign-in sheet from the pre-bid meeting.

2. The Port will offer a field walk with prospective bidders regarding the electrical and water metering scope of work. Please meet us at the Port office at 1322 Canal Boulevard Richmond on Tuesday August 25, 2026, at 9 AM. You must email [email protected] with your intent to complete the site walk by August 24, 2026, at 3 PM to participate. If the Port receives no requests, it will NOT HOLD the site walk.

SPECIFICATIONS

1. The Port makes the following modifications to the Invitation for Bids a. Bid opening is changed to September 10, 2026.
b. The last day to ask questions is August 27, 2026.
c. The Port will issue the final addendum on September 3, 2026.

END ADDENDUM NUMBER 1
733
734
ADDENDUM NUMBER 2
POINT POTRERO MARINE TERMINAL (PPMT) 2026 TERMINAL MAINTENANCE September 3, 2026
This addendum consists of twenty-seven (27) pages total, excluding attachments, amending the Request for Proposal. Where provisions of the following supplementary data differ from those of the original documents, this Addendum shall govern and take precedence.

THE PROPOSER SHALL ACKNOWLEDGE RECEIPT OF THIS ADDENDUM IN THEIR PROPOSAL.

RESPONSE TO QUESTIONS
The Engineer provides the following responses to Contractors’ questions.

1. The Contract Documents indicate a maximum dock live load of 550 PSF. Below is a hypothetical dock paving crew including a: 58,000 lb milling machine; 80,000 lb loaded dump truck; 45,000 lb asphalt paver; 18,000 lb skip loader; 8,000 lb roller; 20,000 lb vibratory roller; This equipment will impose concentrated and moving loads, and the vibratory roller will also impose dynamic loads. Please have the Port Engineer review the proposed equipment and confirm that it is acceptable for use on the dock under the stated 550 PSF limitation, including operation of the 20,000 lb roller in vibratory mode.

If the proposed operation is not acceptable to be used as a standard operating paving spread on the dock, then the Owner should be dictating the means and method of paving for this location due to specific restrictions.
a. It is not possible to determine the loads based upon the equipment weight listed above. We would require the actual proposed equipment. However, the Port notes that smaller milling machines are acceptable. Fully loaded trucks offloading to a paver will become an issue. The Contractor will need to reduce loads to meet the requirement. The use of rollers in vibration mode will not be allowed.

2. I’m requesting clarification of the required material and finish for the Building Ladder and Cage shown on Drawing G-2 (Riggers Loft Improvements), Bid Item 132, as the Drawings and Technical Provisions do not agree: Drawings, Sheet G-2, Note 2: "Provide and install full height ladder and safety cage. The unit shall be constructed of aluminum or fiber glass." No finish is specified.

Specifications, Technical Provisions TS-14 – Building Access: "Provide prefabricated fixed ladders fabricated from steel, unless another material is approved by the Engineer," with fabricated steel required to be hotdip galvanized per ASTM A123 (or an approved marine-grade coating system).

Please confirm which material (Aluminum, Fiberglass, or Steel) and which finish (None Specified or Hot-Dip Galvanized) govern for the Building Ladder and Cage.
735
a. The building ladder and safety cage may be either aluminum with a natural mill finish or fiberglassreinforced plastic (FRP) manufactured with an integral gray, UV-resistant finish. The ladder and cage must be suitable for exterior marine exposure.

3. What line width should bidding contractors assume for the painted line stripes in the parking lot? The plans and specifications do not appear to state a stripe width for the parking lot striping. Please confirm the width (e.g., 4-inch) so all bidders price the work consistently. a. Parking stripes shall be 4 inches wide.

4. Can the City confirm that all crack sealing required for this project will be paid under the crack seal bid item? We want to confirm that crack sealing is not considered incidental to the slurry seal or any other bid item, and that all crack seal quantities are measured and paid under the crack seal item. a. The Engineer has added a line item and quantity for crack sealing, see below.

5. Can the City confirm that all existing traffic markings to be replaced, both inside and outside the terminal, must be removed prior to slurry seal and/or restriping? Our review of the drawings indicates the existing markings are to be removed rather than covered or striped over. Please confirm so that all bidders include the removal of existing traffic markings in their pricing, and identify the bid item under which that removal is paid.
a. The Contractor shall remove existing thermoplastic and other raised or deteriorated pavement markings before slurry seal. Existing sound painted striping may remain unless the slurry seal vendor will not allow their presence.

6. For the utility work at the basins — "remove valve and cap line, install 2-inch copper extension with swing valve" — is the referenced detail intended to be Detail 1/U2 rather than 1/U1, and are these utilities accessible from above the dock, or is access from beneath the dock (requiring a marine contractor) required? The callout references Detail 1/U1, but we believe the correct reference is Detail 1/U2. That detail appears to show piping hung from the joists beneath the dock, though it is difficult to determine from the drawings. Similar "remove valve and cap line" utility work is shown at multiple basins. Please confirm for each location whether the existing valves and piping are exposed and reachable from the dock surface, or whether over-water/under-dock access is required. Additional detail or photographs of these locations would be appreciated.
a. The detail reference is correct. All are accessible from the area below the dock. As noted in the Plans and specifications, the Contractor is to remove the existing pipe, install a flange which allows for transition to a 2-inch copper pipe, and install a swing valve. Detail 1 on sheet U2 occurs at a specific location as indicated in the Plan.

7. Can the City provide additional details, instructions, and photographs of the purchased materials showing the fender repair work — specifically the locations of the 3/4-inch x 3/16-inch stainless steel studs and the actual City-furnished parts to be installed on the new dock fenders? 736
Detail 1 on Sheet G4 does not indicate where the stainless steel studs are located on the fender. The portion of the detail shown in solid black, which depicts the threaded studs, does not appear to correspond to the fender itself, which is shown grayed out. Without this information, bidders cannot reasonably determine the scope or effort required. Photographs of the City-supplied fender components would allow bidders to price this work accurately.
a. As noted, the Port will provide the plastic fenders which are the yellow items shown on Sheet G4.

The Contractor is to provide a threaded stud and nut. The Contractor is to weld the stud to the existing metal fender and install the nut. There are six studs and nuts per large plastic fencer and two studs and nuts per small plastic fender.

8. The specifications prohibit sandblasting. Will the City accept vacuum-assisted steel shot blasting as an approved method of traffic marking removal? These units propel steel shot at the pavement inside a fully shrouded head fitted with perimeter sweeper bristles and a continuously running vacuum that recovers the steel shot as the work proceeds. The process is dry and contained — it is not open sandblasting.

Given the volume of striping to be removed within the contract time, bidders need more than one viable removal method available to meet the schedule. In addition, the pavement will require sweeping, vacuuming, and washing prior to slurry seal regardless of the removal method used.

If vacuum-assisted steel shot blasting is not acceptable, please identify which removal methods the City will approve.
a. The Contractor can remove striping using any means if it does not create excessive dust or the accumulation of debris.

9. For sections 136&137 Our main concern is the drawings and specs call for welding new stainless-steel studs to the existing carbon steel. This dissimilar metal connection will create an increased rate of corrosion, and anticipated failure of the stud connection could be within a year. We can provide a quote for carbon steel studs with a protective coating after installation. Would that work for this project? Thank you. a. The Contractor may use carbon steel studs for the project.

10. Would the City consider extending the Work hours to: 7AM – 5PM. We would like the option of getting some 10 Hour Days in if need be.
a. Yes.

11. After reviewing Sheets M-1 through M-3 and Specification TS-13, we need additional information to accurately price the electrical metering scope. Please also address the following questions: 1. Please provide existing panel schedules, one-line diagrams, and equipment information for SWG-9, Substation 9A, FP-DP, Panels B1 through B5, SWG-3A, SWG-4A, Panel 4HA, Panel A4, Building 1322 Panel HV, and the Building 23 switchboard and Panel D. 2. Please provide available equipment nameplate information, including manufacturer, model, voltage, phase, bus rating, breaker ratings, available spaces, and available short-circuit current. 3. Has the Port or design team selected, evaluated, or previously priced a metering 737
manufacturer, system integrator, software platform, gateway, or communication system? If so, please provide the manufacturer, model numbers, pricing contacts, and prior proposal. 4. Is there a required basis-of-design manufacturer, or should bidders propose any open, nonproprietary system meeting TS-13? Please confirm whether the contractor must provide one metering-system integrator responsible for the electrical meters, water meters, communications, software, billing reports, utility reconciliation, commissioning, and training. 6. Sheets M-2 and M-3 identify several circuits with unknown destinations or tenant assignments. Please confirm whether the contractor must trace and identify these circuits during construction or whether the Port will provide verified circuit information before bidding. 7. Please confirm the exact Phase 1 electrical scope included in this contract. Also confirm whether Phase 2 water meters and the deferred Building 23 electrical meter are part of the base bid, an allowance, an alternate, or excluded until the required infrastructure and PG&E service are complete. 8. For EM-01, please provide information for the existing 800A current sensors and voltage wiring. Please confirm whether testing and reuse are required or whether bidders should include replacement. 9. For SC-05 at Building 1322 Panel HV, please provide the current panel schedule and confirm the number and ratings of all active branch circuits requiring monitoring. 10. For Building 23, please confirm the service voltage, phase, main switchboard configuration, active branch circuits, and PG&E energization status. 11. Please identify available Port LAN connection points and provide the Port’s requirements for Ethernet, wireless communications, cellular service, cloud hosting, cybersecurity, and software licensing. 12. Please provide outage restrictions, operating schedules, escort requirements, and any limits on opening energized electrical equipment during the walkthrough and construction.
a. In this addendum, the Port provides an allowance in the bid to support the work. This allowance provides the meters and communication equipment as well as provide a commissioning agent to support installation. Please see the revised Section TS-13.

All work that requires shutdowns can occur during normal working hours except for meter installation at the Processing Building which will need to occur between 5 PM and 7 AM.

12. Please confirm that in the order of work section, the “contractor to stage work to not impact more than 25% of the parking stalls with the tenant space.” This is very restrictive; can it be waived? a. The 25% limitation may be waived with the Engineer’s approval. Because the Port’s tenant can only reasonably forecast vehicle and operational needs approximately three weeks in advance, the Contractor shall submit a detailed slurry seal schedule identifying the actual week of work prior to mobilization. Based on that schedule and subject to coordination with the Engineer and the Port’s tenant, the Contractor may be permitted to occupy up to 50 percent of the parking facility at one time. The Contractor shall coordinate with the Engineer and Tenant regarding access to critical operational areas, including the truck loading area, main gate, Processing Building, and rail loading area.
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PLANS
The Engineer modifies the plans as follows:

1. Modify sheet G-1 to include additional areas of work as attached.

2. Modify sheet G-2 as attached to install chain-link fence and swing gate to close off the overlook loop area, which is in front of the Riggers Loft building.

3. Add sheet G-5 as attached, which illustrates the removal of a tree.

4. Add sheet G-6 as attached, to install metal beam guardrail.

5. On Sheet C-7 delete the installation of the white delineators as shown below. 739

6. Remove and replace the existing 12” water valve on sheet U-1 and as shown below with a new 12” gate valve.

7. See adjusted sheet C-4 as attached.

SPECIFICATIONS
The Engineer modifies the specifications as follows:

1. Modify Section TS-17 “SOLAR LIGHTS” which has been renumbered to TS-20 as follows:
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2. Add bid item for crack sealing to Section TS-5. Modify the measurement and payment section as follows:

3. Add Section TS-22 to the Specifications:
“TS-22 CHAIN LINK FENCE

GENERAL
This work shall consist of furnishing and installing chain link fence at the locations shown on the Plans, complete in place, including fence fabric, posts, rails, braces, fittings, hardware, concrete footings, excavation, backfill, and all incidental work necessary for a complete installation.

Chain link fence construction shall conform to Section 80, “Fences,” of the Caltrans Standard Specifications, these Special Provisions, and the details shown on the Plans.

MATERIALS
Chain link fence shall be [8]-foot-high galvanized chain link fence unless otherwise shown on the Plans.

Fence fabric shall conform to the requirements of Section 80-3 of the Caltrans Standard Specifications. Fabric shall be galvanized steel with a maximum 2-inch mesh opening.

Posts, rails, braces, fittings, ties, and other fence components shall be galvanized steel and shall conform to Section 80-3 of the Standard Specifications.

All posts shall be set in concrete footings of the dimensions shown on the Plans or as required by the Standard Plans.

CONSTRUCTION
The Contractor shall verify the fence alignment and limits in the field with the Engineer prior to beginning installation.

Fence posts shall be installed plumb and true to line. Fence fabric shall be stretched taut and securely attached to posts and rails.

The Contractor shall protect existing pavement, improvements, utilities, and Port facilities during installation.

Damage resulting from fence installation shall be repaired at the Contractor's expense.

The finished fence shall provide a continuous physical barrier along the overlook area with no openings or gaps that would permit pedestrian access through or beneath the fence.

MEASUREMENT AND PAYMENT
The contract unit price paid per linear foot for “Install Chain Link Fence and Gate” (Bid Item 140) shall include full compensation for furnishing all labor, materials, tools, equipment and incidentals, and for doing all the work involved in fencing complete in place, as shown on the Plans, and as specified in the Standard Specifications and 741
these Specifications, and as directed by the Engineer and no additional compensation will be allowed therefor.”

4. Add Section TS-23 to the Specifications:
“TS-23 MIDWEST GUARDRAIL SYSTEM WITH TYPE S1-M END ANCHORS

GENERAL
This work shall consist of furnishing and installing Midwest Guardrail System and sand-filled crash cushions at the locations and limits shown on the Plans. Guardrail and crash cushion work shall conform to the applicable provisions of Section 83, “Railings and Barriers,” of the Caltrans Standard Specifications, the applicable Caltrans Standard Plans, these Technical Specifications, and the Contract Plans. The Contractor shall furnish all labor, materials, equipment, excavation, posts, blocks, rail elements, terminals, hardware, crash cushion modules, anchorage, backfill, and incidental materials required for a complete installation.

MIDWEST GUARDRAIL SYSTEM
The Contractor shall furnish and install approximately 264 linear feet of Midwest Guardrail System at the location shown on the Plans. Midwest Guardrail System shall conform to the details shown on the Contract Plans and applicable Caltrans Standard Plans, including Standard Plan A77L2 where referenced.

Posts shall be installed plumb and at the spacing and embedment shown on the applicable Standard Plans. Rail elements, blocks, bolts, washers, and other hardware shall be installed in accordance with the manufacturer’s requirements and applicable Caltrans standards. The Contractor shall verify the guardrail alignment, limits, and existing site conditions with the Engineer prior to installation.

TYPE S1-M END ANCHORS
The Contractor shall furnish and install Type S1-M end anchors at each end of the Midwest Guardrail System at the locations shown on the Plans. Type S1-M end anchors shall conform to Caltrans Standard Plan A77S1 and all applicable requirements of the Caltrans Standard Specifications. End anchors shall include all posts, rail elements, cables, anchors, hardware, excavation, backfill, and other components required for a complete installation. The Contractor shall install end anchors at the locations, orientation, and configuration shown on the Plans and applicable Caltrans Standard Plans.

EXISTING UTILITIES AND IMPROVEMENTS
Prior to excavation or post installation, the Contractor shall verify the location of existing underground utilities and improvements. The Contractor shall protect existing pavement, curbs, utilities, landscaping, and Port facilities.

Damage caused by the Contractor’s operations shall be repaired at the Contractor’s expense.

MEASUREMENT AND PAYMENT
The contract unit price paid per linear foot for “Midwest Guardrail System” (Bid Item 142) shall include full compensation for furnishing all labor, materials, tools, equipment and incidentals, and for doing all the work involved guardrails, complete in place, as shown on the Plans, and as specified in the Standard Specifications and these Specifications, and as directed by the Engineer and no additional compensation will be allowed therefor.

The contract unit price paid per each “End Anchor Assembly (Type SFT-M)” (Bid Item 143) shall include full compensation for furnishing all labor, materials, tools, equipment and incidentals, and for doing all the work involved in installing attenuators, complete in place, as shown on the Plans, and as specified in the Standard Specifications and these Specifications, and as directed by the Engineer and no additional compensation will be allowed therefor.”

5. Add Section TS-24 to the Specifications:
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“TS-24 TREE REMOVAL

GENERAL
This work shall consist of removing and disposing of existing trees at the locations shown on the Plans or as directed by the Engineer. Tree removal shall include furnishing all labor, materials, tools, equipment, traffic control, protection of existing improvements, cutting, removal of trunks and limbs, stump removal, root removal as required, backfilling of resulting excavations, disposal of debris, and all incidental work necessary to complete the work. The Contractor shall verify the trees designated for removal with the Engineer prior to beginning work. No tree shall be removed without authorization from the Engineer.

PROTECTION OF EXISTING IMPROVEMENTS
The Contractor shall protect adjacent trees, landscaping, pavement, curbs, sidewalks, utilities, structures, fencing, lighting, and other existing improvements that are designated to remain. Damage to existing improvements resulting from tree removal operations shall be repaired or replaced by the Contractor at no additional cost to the Owner. Prior to excavation, stump grinding, or root removal, the Contractor shall verify the location of existing underground utilities.

TREE REMOVAL
Trees designated for removal shall be cut and removed in a manner that prevents damage to adjacent property and improvements. Trees shall be removed to the limits necessary to accommodate the proposed improvements shown on the Plans. All limbs, trunks, vegetation, and other debris resulting from tree removal shall be removed from the project site and legally disposed of. Burning of vegetation or tree debris will not be permitted.

STUMP AND ROOT REMOVAL
Unless otherwise shown on the Plans, tree stumps shall be completely removed or ground to a minimum depth of 12 inches below finished grade. Roots that conflict with proposed pavement, concrete, fencing, guardrail, drainage facilities, utilities, or other improvements shall be removed to the extent necessary to construct the proposed work.

Root removal shall be performed carefully to avoid damage to adjacent trees and existing improvements designated to remain. Following stump and root removal, resulting excavations shall be backfilled with suitable material and compacted to the requirements applicable to the proposed surface or improvement. Where tree removal occurs within areas of proposed pavement, subgrade shall be restored and compacted prior to construction of the pavement structural section.

DISPOSAL
All trees, limbs, stumps, roots, wood chips, vegetation, and other debris generated by the work shall become the property of the Contractor and shall be removed from the site and disposed of in accordance with applicable laws and regulations. The project site shall be left clean and free of tree-removal debris.

MEASUREMENT AND PAYMENT
The contract unit price paid per each “Tree Removal” (Bid Item 141) shall include full compensation for furnishing all labor, materials, tools, equipment and incidentals, and for doing all the work involved in tree and stump removal, complete in place, as shown on the Plans, and as specified in the Standard Specifications and these Specifications, and as directed by the Engineer and no additional compensation will be allowed therefor.” 743

6. The Engineer deletes Section TS-13 and replaces it with the revised section:
“TS-13 METERING SYSTEM – DESIGNATING COMMISSIONING AGENT DELIVERY PART 1 — GENERAL

1.01 SUMMARY
This Section covers the furnishing, programming, installation oversight, commissioning, and acceptance testing of a facility-wide utility metering and energy monitoring system at Point Potrero Marine Terminal, including electrical revenue sub-metering at three (3) independent utility services, distributed branch and feeder metering, water metering, wireless field communications, gateway hardware, and hosted reporting and tenant billing software.

The purpose of the system is to allocate utility consumption to terminal tenants and operating areas with sufficient accuracy to support the issuance of tenant invoices. All requirements of this Section shall be interpreted in light of that purpose.

The metering system is a single integrated system. Meters, current sensors, field communications, gateway, and head-end software are not independently substitutable components. This Section is structured accordingly.

1.02 DESIGNATED METERING SYSTEM COMMISSIONING AGENT
The Port has designated Technology Solutions Group LLC (TSG LLC) of Chehalis, Washington as the Metering System Commissioning Agent (hereinafter "the Agent") for this Project. The designation is based on the Agent's performance of the pre-design field audit of the terminal's electrical and water distribution systems, authorship of the system architecture and communications design on which this Section is based, and factory authorization on the metering and wireless platforms specified herein.

The Agent's fixed lump-sum price for the scope assigned to the Agent under Article 1.03 is Three Hundred Eight Thousand Four Hundred Ninety-Eight Dollars ($308,498) which is an allowance in the Bid Schedule. The Agent's lump-sum price and component price allocation are established in Article 1.04.

The Agent's lump-sum price applies only to Work assigned to the Agent under Paragraph 1.03. Each Prime Contractor shall separately include the costs for Work assigned to the Prime Contractor and its electrical, plumbing, and other subcontractors in the other bid items.

The Agent is a subcontractor to the Prime Contractor. Nothing in this Section creates a contractual relationship between the Agent and the Port, nor relieves the Prime Contractor of responsibility for the coordination, scheduling, safety, or completion of the Work.

The Prime Contractor shall list the Agent on its subcontractor listing form with the Agent's California Department of Industrial Relations Public Works Contractor Registration number (PWCR #: 2000032755). 744

1.03 ALLOCATION OF SCOPE
Responsibility for the Work of this Section is allocated as follows. Work not expressly assigned to the Agent is the responsibility of the Prime Contractor.

Activity Metering System Commissioning
Agent
Contractor
System design
documentation
Prepares shop drawings, single-line
diagrams, point schedules, panel
schedules, wiring details, sensor
schedules, and network topology
drawings under the stamped
design of the Engineer of Record
Reviews for coordination with field
conditions; incorporates into
coordination drawings
Metering equipment Furnishes all meters, current
sensors, pulse transmitters, wireless
radios, antennas, gateway,
enclosures, power supplies, and
licensing, pre-programmed and
configured prior to shipment
Receives, stores, protects, and
distributes equipment to points of
installation
Raceway, conductors,
terminations
None Furnishes and installs all raceway,
conduit, wire, cable, line-voltage
power, control power, grounding,
and enclosure mounting; performs
all electrical terminations
Current sensor installation Directs sensor placement, ratio, orientation, and phase association;
verifies after installation
Physically installs, positions, and
terminates all current sensors
under the Agent's direction
Water meter installation Specifies meter size, model, pulse weight, and location; configures
and verifies pulse acquisition
Furnishes and installs all piping
modifications, spool pieces, valves,
strainers, meter setters, vault work,
and thermal protection; installs and
pipes all water meters
Antenna and radio
mounting
Specifies locations, orientation, and
mounting heights based on the
pre-bid site survey
Furnishes and installs mounting
hardware, masts, grounding, and
surge protection; mounts radios
and antennas
Programming and
configuration
Performs all meter, radio, gateway,
and head-end configuration, point
mapping, and virtual meter setup
Provides access, coordination, and
de-energization windows as
required
Commissioning and
verification
Performs all functional testing,
point-to-point verification, accuracy
verification, and network validation;
Corrects all deficiencies identified
by the Agent that involve
installation, wiring, or terminations
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Activity Metering System Commissioning
Agent
Contractor
issues punch items
Deferred sizing review and
replacement
Analyses accumulated interval data;
recommends revised sensor ratios
and water meter sizes; reconfigures
and re-verifies replaced devices
Second mobilization — electrical
subcontractor performs sensor
replacement under shutdown;
plumbing subcontractor performs
water meter replacement
Documentation and
training
Prepares record documents,
commissioning reports, O&M
manuals, and conducts owner
training
Provides as-built field markups for
raceway and conductor routing
The Agent shall not perform installation, wiring, or electrical terminations. Where the Agent identifies a deficiency in installed work, the Agent shall document the deficiency and the Contractor shall perform the correction. The Agent shall then re-verify.

Communications Infrastructure: Prime Contractor/Electrical Subcontractor shall furnish all labor, materials, mounting hardware, supports, raceway, conductors, control power, grounding, surge protection, access equipment, and incidentals required for installation of communications infrastructure at final field-determined locations in accordance with Article 2.05, including the field-location and installation allowances specified therein.

1.05 DEFINITIONS
Rated Primary Current: The nameplate primary current rating of a current sensor, expressed in amperes, against which accuracy class performance is defined.

Operating Load: The actual measured working current on a monitored circuit under normal terminal operations, distinct from the frame rating, trip setting, or rating plug of the protective device serving that circuit.

Peak Operating Load: The highest current observed on a monitored circuit under normal terminal operations, inclusive of intermittent and transient loads such as welding, hoisting, and motor starting.

Accuracy Verification: Field confirmation that an installed and configured meter reports values consistent with a traceable reference under prevailing load conditions. Accuracy Verification is not calibration and does not alter meter coefficients.

Revenue Metering Point: Any metering point whose output is used, directly or through a virtual meter calculation, to allocate cost to a terminal tenant.

1.06 REFERENCE
ANSI C12.20 — Electricity Meters, 0.2 and 0.5 Accuracy Classes.

IEC 61869-2 — Instrument Transformers: Additional Requirements for Current Transformers.

UL 2808 — Standard for Energy Monitoring Equipment.
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IEEE C57.13 — Requirements for Instrument Transformers.

AWWA C700 series — Cold Water Meters, including C700 (displacement type), C701 (turbine type), C702 (compound type), and C708 (multi-jet type), as applicable to the meter types furnished.

AWWA M6 — Water Meters: Selection, Installation, Testing, and Maintenance.

California Business and Professions Code, Division 5 — Weights and Measures.

California Code of Regulations, Title 4, Division 9 — Commercial Weighing and Measuring Devices.

1.07 SUBMITTALS
Product data for all furnished equipment, including the manufacturer's published accuracy declaration and the percentage-of-rated range to which it applies, and the type-approval certificate number required by Paragraph

1.09.B where one exists.

Sensor schedule identifying, for each metering point: circuit designation, protective device rating, and any available load information, selected sensor model and ratio, and the resulting operating point expressed as a percentage of rated primary current.

Water meter schedule identifying, for each tenant consumption point shown on the Contract Drawings: point designation and drawing reference; line size; selected meter type, size, and model; published accuracy range and low-flow threshold for the selected meter; configured pulse weight for each register; and expected pulse rate at low, normal, and peak flow.

Shop drawings including single-line diagrams, point-to-point wiring details, enclosure layouts, and wireless network topology with link budget documentation.

Factory calibration or factory test certificates for all electrical meters, for all current sensors serving Revenue Metering Points, and for all water meters.

Commissioning plan, submitted not less than [thirty (30)] days prior to the start of commissioning.

Commissioning report and record documents, as described in Article 3.07.

1.09 COMMERCIAL DEVICE REGULATORY COMPLIANCE
Applicability Determination. Prior to installation of any metering device, the Engineer shall obtain from the Contra Costa County Sealer of Weights and Measures a written determination as to whether the metering devices furnished under this Section are commercial weighing and measuring devices subject to Division 5 of the California Business and Professions Code. The determination shall be issued to the Contractor and to the Agent. No party is required to act on an assumed answer.

Type Approval. Regardless of the determination under Applicability Determination, all electrical meters and water meters furnished under this Section shall carry a current type approval under the California Type Evaluation Program or the National Type Evaluation Program where such approval exists for the device class. Certificate numbers shall be submitted with product data. This is a procurement condition on the Agent and adds no field labor or testing obligation.
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Device Registration. Where the determination under Applicability Determination establishes that registration applies, registration of the devices with the County Sealer, payment of annual registration fees, submission of devices for periodic laboratory testing, and maintenance of the resulting seals are the responsibility of the Port as owner and operator of the devices. These are recurring ownership obligations extending well beyond the term of this Contract and are not construction scope.

Placing Devices in Service. Where the determination under Applicability Determination establishes that placing devices in service must be performed by a Registered Service Agent employed by a registered Service Agency, the Prime Contractor shall engage a qualified Registered Service Agency for that purpose and shall coordinate its attendance with the Agent's commissioning activities.

Scope Limitation. Nothing in this Section requires the Agent to obtain or hold Service Agency or Service Agent registration, to acquire or maintain certified metrology standards, to perform statutory device testing, or to issue placed-in-service notices to the County Sealer. The Agent's obligations are limited to furnishing type-approved equipment, configuration and programming, installation oversight, functional commissioning, and documentation.

Sequencing. Where the determination under Applicability Determination establishes that devices must be sealed by the County Sealer before being placed in service, the Prime Contractor's schedule shall accommodate the resulting laboratory turnaround between delivery and installation. The Agent shall be given not less than [thirty(30)] days notice of the required delivery date so that pre-programming and bench testing may be completed beforehand.

Costs arising under this Article that are established only after the determination under Paragraph 1.09.A shall be addressed as a change in the Work.

1.10 WARRANTY
The Agent shall warrant all furnished equipment and the configuration and programming thereof for a period of [two (2)] years from Substantial Completion.

Head-end software and data hosting shall be provided for a period of [one (1)] year from Substantial Completion, with pricing for renewal terms stated in the Agent's proposal.

PART 2 — PRODUCTS

2.01 GENERAL
All equipment specified in this Part shall be furnished by the Agent, pre-programmed and configured, and shall arrive at the site with device addressing, communications parameters, current sensor ratios, and metering configuration already established.

Each device shall be labeled by the Agent prior to shipment with its permanent point designation and shall be shipped in packages organized by installation location.

2.02 ELECTRICAL METERS
Meters serving Revenue Metering Points shall meet or exceed ANSI C12.20 Class 0.5 for active energy, or IEC 62053- 22 Class 0.5, and shall be UL Listed or Recognized to UL 2808. Class 0.2 metering is not required. Class 0.5 is the accuracy class in general commercial use for tenant sub-billing and is not the limiting factor in overall system uncertainty at this facility.

Meters shall provide, at minimum: per-phase and total real, reactive, and apparent energy; demand with 748
configurable interval; per-phase voltage, current, and power factor; and interval data logging with non-volatile storage sufficient for not less than [thirty (30)] days at [fifteen (15)] minute intervals.

Multi-channel meters shall provide independent, individually configurable current inputs with independent energy accumulation per channel. Channel count shall be as indicated on the Agent's shop drawings.

Meters shall support Modbus RTU and Modbus TCP, and shall permit configuration of current sensor ratio, potential transformer ratio, and system wiring configuration in the field without factory intervention.

2.03 CURRENT SENSORS – ACCURACY AND SELECTION
Current sensors serving Revenue Metering Points shall be rated IEC 61869-2 Class 0.5, or better. Class 0.5S is not required. The S class is defined by its performance at one percent (1%) of rated primary current; because sensors at this facility are sized to protective device rating under Article 2.03 and will frequently operate in the lower portion of their range regardless of class, specifying the S class would add cost without producing a corresponding improvement in billing accuracy.

The manufacturer shall state the percentage-of-rated range over which its declared accuracy applies. An accuracy figure stated without an operating range is not an enforceable requirement and shall not be accepted as evidence of compliance. No particular range is prescribed; the stated range is used to document the operating point at each metering point under Article 3.07.

Published manufacturer accuracy data is acceptable evidence of compliance. Manufacturer type-test reports, certificates of conformity, or independent laboratory data shall not be required.

Current sensors shall be sized against documented Peak Operating Load with margin sufficient to accommodate intermittent and transient loads without exceeding one hundred twenty percent (120%) of rated primary current.

Sensor selection shall prioritize headroom for intermittent loads over low-load resolution, on the basis that clipping of an over-range load produces systematic under-recording of energy and loss of demand peaks, whereas low-load operation produces bounded imprecision.

Circuit-level load data does not presently exist at this facility. Existing system metering is at the utility service level only, and no per-circuit consumption record is available for any tenant, basin, or building circuit. Accordingly, initial sensor selection shall default to the frame rating, trip setting, or rating plug of the protective device serving each circuit, and the resulting operating point shall be documented under Article 3.07 and reviewed under Article 3.04.

The Port acknowledges that sensors selected under Article 2.03 may operate below the lower bound of the manufacturer's stated accuracy range under Article 2.03 at circuits whose actual load proves substantially below the protective device rating, and that measurement uncertainty at such circuits will exceed the declared accuracy class until the sensor is resized. This condition shall be disclosed in the commissioning report.

Rogowski-type sensors shall not be used at Revenue Metering Points except where physical conditions preclude the installation of a solid-core or split-core sensor, and then only with the written concurrence of the Engineer. Where used, the resulting accuracy limitation shall be documented in the commissioning report and disclosed to the Port.

Sensors serving points used solely for operational monitoring, and not for tenant cost allocation, may be of a lower accuracy class as identified on the sensor schedule.

Split-core or hinged sensors shall be used where installation on energized conductors or in existing switchgear precludes conductor disconnection. Sensor physical dimensions shall be verified against available window and gutter space prior to procurement.
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2.04 WATER METERING
Water Meters
Water metering under this Section is limited to the tenant consumption points identified on the Plans. The utility service meter serving the facility is not metered under this Section, and the fire protection service and its meter are excluded from this Section in their entirety. No connection, modification, or instrumentation of the fire protection service shall be performed.

Metered tenant consumption will not account for total facility water consumption. Reconciliation of allocated tenant consumption against the utility bill is outside the scope of this Section, and the system shall not be represented as providing a facility water balance.

All water meters shall be new. No existing meter shall be retrofitted or interfaced.

Water meters shall be furnished by the Agent, of a type and size selected for the flow range of each service and shall conform to the applicable AWWA C700 series standard for the meter type furnished.

Each meter shall be supplied with an integral or field-mounted pulse output. Pulse output shall be dry contact or open-collector solid state, isolated from the metering register, and rated for the pulse rate and duty required by Paragraph 2.04.C.4.

No historical flow data exists for any metered point at this facility. Meters shall therefore be line-sized as indicated on the Plans. At three inches (3") and larger, compound-type meters conforming to AWWA C702 shall be furnished, because a single-element meter at that size would under-register at low flow, and under-registration is not detectable from pulse data alone and is not recoverable after the fact. At two inches (2") and smaller, singleelement meters conforming to the applicable AWWA standard are acceptable, provided the published low-flow accuracy threshold is documented in the water meter schedule.

Pulse weight shall be configured to yield resolution sufficient for tenant billing and for trending at the system logging interval, while producing a pulse rate at peak flow within the input rating of the pulse counting device and consistent with the battery service life required by Article 2.04. Pulse weight for each meter shall be documented in the water meter schedule and shall not be changed after commissioning without written notice to the Port.

Meters shall be installed with unions, flanged connections, or meter setters permitting removal and replacement without cutting pipe. Where a meter is anticipated for possible downsizing under Article 3.04, the installation shall accommodate a spool piece or adapter of the length difference between meter sizes.

Meters installed in vaults, pits, or below-grade locations shall be rated for periodic submersion. Registers and pulse output devices in such locations shall be rated not less than IP68.

Compound Meters
Compound meters shall conform to AWWA C702 and shall provide separate low-flow and high-flow registers, each with an independent pulse output.

Each register shall be wired to a discrete pulse input. Two pulse inputs shall be provided at each compound meter location. Pulse counting nodes shall be selected with sufficient input capacity, or additional nodes provided.

Pulse weight shall be configured independently for each register, at a resolution appropriate to the flow range that register serves. The low-flow and high-flow pulse weights shall not be assumed equal and shall be separately 750
documented in the water meter schedule.

Total consumption at a compound meter shall be the arithmetic sum of the volumes derived from both registers, computed at the head-end as a virtual meter. The Agent shall confirm with the meter manufacturer whether the two registers accumulate exclusively or may overlap during crossover, and shall configure the summation accordingly so that no volume is double-counted or omitted at the crossover point.

Where the meter provides an integral totalizing register in addition to the individual element registers, that totalizer shall be used as the reference for the verification required by Art.

Crossover flow rate and the accuracy characteristics of the meter across the crossover range shall be documented in the water meter schedule and disclosed in the commissioning report.

Pulse Acquisition and Reporting
Pulse outputs shall be wired to wireless pulse counting nodes furnished by the Agent, compatible with the field wireless network specified in Article 2.05. Nodes shall accumulate pulse counts locally in non-volatile memory and shall report accumulated counts as Modbus holding registers to the data gateway.

Pulse accumulation shall be non-volatile and shall survive loss of radio communication, node reset, and battery replacement. Counts accumulated during a communications outage shall be reported upon restoration of communications without loss.

Register rollover shall be handled at the gateway or head-end such that no consumption is lost or double-counted at the rollover boundary. The rollover value and the handling method shall be documented in the commissioning report.

Battery-powered nodes shall provide service life of not less than [five (5)] years at the configured reporting interval and expected pulse rate. Battery status shall be reported to the head-end and shall generate an alarm at low battery.

Node enclosures at vault, pit, and exterior locations shall be rated not less than IP67. Where a node is installed within a vault, antenna placement shall be evaluated during commissioning and an external antenna provided where link margin is inadequate.

Pulse input wiring shall be shielded, shall not share raceway with power conductors, and shall be limited in length in accordance with the node manufacturer's published requirements. Contact debounce shall be configured to reject spurious counts without suppressing valid pulses at peak flow.

Attribution and Trending
The head-end shall convert accumulated pulse counts to engineering units using the documented pulse weight for each meter, and shall present consumption as both interval and cumulative volume.

Water metering points shall be assignable to tenants and combinable into virtual meters on the same basis as electrical metering points.

2.05 WIRELESS FIELD COMMUNICATIONS
Field communications shall use a 900 MHz frequency-hopping spread spectrum wireless network operating under FCC Part 15.247, requiring no site license.

Network topology, node placement, repeater locations, and antenna selection shall be as established by the pre-bid 751
site survey and shown on the Agent's shop drawings. Link margin shall be verified at each node during commissioning.

Directional antennas shall be provided at backbone link endpoints. Omnidirectional antennas shall be provided at aggregation points. All exterior antenna installations shall include surge suppression and grounding in accordance with the Electrical Subcontractor's scope.

FIELD LOCATION AND INSTALLATION ALLOWANCES
Locations of radio nodes, repeaters, antennas, antenna supports, associated enclosures, and other wireless communications infrastructure shown on the Contract Documents are approximate and are intended to establish the general system configuration and basis of bid. Final locations shall be determined in the field by the Metering System Commissioning Agent in coordination with the Contractor and Engineer.

Final equipment locations shall be selected based on field conditions, accessibility, available mounting locations, wireless signal strength, required link margin, interference, equipment clearances, availability of control power, and the requirements of the approved communications topology.

Communications infrastructure may be installed within or on buildings, on exterior building walls, roofs, existing utility poles, light poles, within electrical rooms, or at other suitable locations within the Project limits. Final locations shall be subject to approval by the Port and shall not interfere with existing operations, equipment, access, or required clearances.

Contractor shall include in the Contract Price all labor, materials, equipment, and incidentals necessary to install the communications infrastructure at the final field-determined locations, including, but not limited to, mounting brackets and supports, weatherproof enclosures, raceway, conductors, control power, grounding, surge protection, penetrations, sealing, fasteners, identification, and access equipment.

For bidding purposes, Contractor shall assume installation of the seven (7) radio infrastructure nodes identified in the Contract Documents and equipment schedules. Contractor shall assume that up to four (4) of the seven (7) radio infrastructure nodes may require exterior or elevated installation on existing buildings, poles, or structures at mounting heights up to 25 feet above adjacent grade or finished floor.

Contractor shall include all ladders, scaffolding, personnel lifts, or other access equipment required for the Work.

For bidding purposes, Contractor shall include a minimum of two (2) working days of personnel lift use for installation, adjustment, testing, and relocation of communications infrastructure. Such allowance is in addition to ordinary hand-access equipment required to perform the Work.

Contractor shall assume that each radio infrastructure node may be located or relocated within a 100-foot radius of its approximate location shown on the Contract Documents, including relocation to an adjacent building, wall, roof, pole, or other suitable existing structure. Such location or relocation within the specified radius shall be included in the Contract Price and shall not, by itself, constitute a change in the Work.

In addition to labor required for the initial installation of the communications infrastructure, Contractor shall include a minimum allowance of forty (40) Electrical Subcontractor labor-hours for field coordination, investigation, adjustment, and relocation of communications infrastructure as directed by the Metering System Commissioning Agent during installation and commissioning. The allowance shall not be used for labor associated with the initial installation required by the Contract Documents.

Contractor shall coordinate proposed equipment locations with the Metering System Commissioning Agent prior to permanent installation. Where practical, temporary positioning and communications testing shall be performed 752
prior to permanent mounting, installation of permanent raceway, or penetration of existing structures.

Where equipment is mounted to existing buildings, poles, or structures, Contractor shall field verify the suitability of the proposed mounting location and provide mounting hardware and supports appropriate for the existing construction and environmental exposure. Contractor shall not drill, cut, weld to, penetrate, or otherwise modify structural members without prior approval of the Engineer.

Following installation, the Metering System Commissioning Agent shall verify communications performance and required link margin. Contractor shall make adjustments or relocations required to achieve the specified communications performance within the bidding allowances specified herein.

Work exceeding the specified bidding allowances, including relocation of an individual radio infrastructure node more than 100 feet from its approximate Contract Document location, mounting at elevations greater than 25 feet, utilization of more than forty (40) Electrical Subcontractor labor-hours specifically authorized for field adjustment and relocation, or more than two (2) working days of personnel lift use specifically authorized for such adjustment and relocation, shall be performed only when authorized in accordance with the Contract provisions governing changes in the Work.

2.06 GATEWAY AND HEAD-END SOFTWARE
A gateway shall be provided to aggregate field devices and transmit interval data to the hosted head-end platform over the Port's existing fiber network.

The head-end platform shall provide, at minimum: interval data storage and retrieval; virtual meter calculation permitting arithmetic combination of physical metering points; tenant assignment of metering points; automated billing period reporting; utility rate structure modeling including time-of-use and demand components; data export in a non-proprietary format; and user access control.

The Port shall retain ownership of all metering data. The platform shall permit bulk export of all historical interval data at any time without charge.

2.07 PRE-PROGRAMMING
All devices shall be configured by the Agent prior to shipment, including device addressing, network parameters, current sensor ratios, potential transformer ratios, wiring configuration, logging intervals, and point naming consistent with the approved point schedule.

The Agent shall bench-test each device prior to shipment and shall furnish a record of pre-shipment configuration as part of the commissioning documentation.

Where final current sensor ratio is not determined at time of shipment under Paragraph 3.04, the affected meter channels shall be configured upon final sensor selection and prior to acceptance.

2.08 METERING SYSTEM QUANTITIES AND CONFIGURATION

ELECTRICAL METERING
Base electrical metering scope shall consist of six (6) physical metering devices providing forty-one (41) available metering channels and monitoring twenty-nine (29) electrical circuits.

Furnish eighty-seven (87) current sensors serving twenty-nine (29) three-phase metering points. 753
Spare and future channels shall be configured but shall not be furnished with current sensors except where otherwise indicated.

Configure eight (8) virtual electrical meters at the head-end implementing the deduct and aggregation logic indicated on the Contract Drawings.

Current sensor selection and sizing shall comply with Article 2.03. Sensor window clearance and physical compatibility with installed conductors and switchgear shall be field verified prior to procurement.

ELECTRIC METER SCHEDULING
Tag Location Channels Measured Circuits
SC-01 Substation 9C / FP-DP — 480/277V 8 8
SC-02 Transformer at Substation 9C — 208/120V 8 5 + 3 spare SC-03 SWG-3A, 1311 Canal Blvd — 480/277V 8 8
SC-04 SWG-4A, 1353 Canal Blvd — 480/277V 8 6 + 2 spare
SC-05 Port Admin Panel HV, 1322 Canal — 480/277V 8 1 + 7 future EM-02 1319 Canal Blvd — AWC 1317 Deduct 1 1
TOTAL 41 29 measured
DEFERRED BUILING 23 METERING
Provide for one (1) deferred multi-circuit metering device at Building 23, 1333 Canal Boulevard.

The anticipated configuration consists of eight (8) available channels monitoring five (5) circuits, with three (3) spare channels.

Anticipated monitored circuits consist of the 400A main, two future 100A circuits, the 200A parking-lot lighting circuit, and Panel D.

Final meter and current sensor selection shall be deferred until the utility service has been energized and the actual service voltage, phase configuration, conductor configuration, and Panel D supply have been field verified.

Building 23 metering equipment is not included in the Agent's allowance.

INITIAL CURRENT SENSOR SCHEDULE – BASIS OF DESIGN
Sensor Type Rated
Primary Metering Points Sensors
Split-core, 333 mV 100 A 9 27
Split-core, 333 mV 200 A 8 24
Split-core, 333 mV 400 A 5 15
Split-core, 333 mV 600 A 1 3
Split-core, 333 mV 800 A 3 9
Split-core, 333 mV 1000 A 1 3
Rogowski, flexible 2000 A 2 6
TOTAL 29 87
Current sensor quantities, types, and ratings shown above establish the basis of the Agent's lump-sum price. Final 754
sensor selection shall comply with Article 2.03 and shall be subject to verification of conductor size, available window clearance, protective-device rating, and field conditions prior to procurement. Changes required due to conditions identified through required field verification shall be administered in accordance with the Contract provisions governing changes in the Work.

WATER METERING
Furnish eighteen (18) water meters producing twenty (20) pulse registers.

Water metering shall consist of:
• Two (2) three-inch compound meters serving the finger piers. Each compound meter shall provide two • pulse registers, for a total of four (4) pulse registers. • Eight (8) Phase 1 single-element meters serving building and slip locations. • Five (5) Phase 2 single-element meters serving basin takeoffs. • Three (3) Phase 2 single-element meters serving building services. • Meter type, sizing, pulse output, installation, and performance shall comply with Article 2.04. • Meter sizes indicated as unverified on the Contract Drawings shall be field verified prior to procurement.

WIRELESS COMMUNICATIONS
Provide a complete 900 MHz wireless communications network in accordance with Article 2.05.

Basis-of-design powered radio infrastructure shall consist of seven (7) nodes, including:
• One (1) hub/repeater.
• Three (3) repeaters.
• Three (3) endpoints.

Furnish sixteen (16) battery-powered wireless pulse-counting nodes serving the eighteen (18) water meters and twenty (20) pulse registers.

Pulse-counting nodes shall consist of:
• Four (4) two-input nodes.
• Twelve (12) single-input nodes.

Where the selected pulse-counting equipment does not provide the input capacity assumed herein, provide additional nodes necessary to accommodate all twenty (20) pulse registers.

GATEWAY AND SOFTWARE
Furnish one (1) data gateway located at the Port Administration IT closet.

Furnish hosted head-end software licensing for one (1) year from Substantial Completion.

Network drops, switch ports, IP address assignment, and firewall rules shall be provided by Port IT.

Head-end functionality shall comply with Article 2.06.

VIRTUAL METERS
Configure eight (8) virtual meters at the head-end from the physical metering points identified herein to implement the deduct and aggregation logic indicated on Drawing M-3. Virtual meters require no additional field hardware.

PART 3 — EXECUTION

3.01 COORDINATION
755
The Contractor shall include the Agent in coordination meetings addressing electrical rough-in, switchgear access, terminal operations scheduling, and de-energization windows.

The Agent shall conduct a pre-installation conference with the Electrical Subcontractor prior to the start of installation, reviewing sensor placement, orientation, phase association, and labeling conventions.

Terminal operations shall not be interrupted. Work requiring de-energization shall be scheduled through the Port's operations representative with not less than [fourteen (14)] days notice.

3.02 INSTALLATION
The Contractor shall install all equipment furnished by the Agent in accordance with the Agent's shop drawings and the manufacturer's published instructions.

Current sensors shall be installed with the polarity marking oriented toward the load and on the phase indicated on the sensor schedule. Sensor leads shall be routed and labeled such that phase association is traceable without disassembly.

Metering potential connections shall be fused in accordance with the Agent's shop drawings. Control power shall be derived as indicated and shall not be taken from a circuit being metered unless so shown.

Water meters shall be installed in the orientation and flow direction indicated by the manufacturer, with upstream and downstream straight pipe runs not less than the manufacturer's published minimum. Strainers, isolation valves, and test tees shall be provided as indicated. Meters shall not be installed in a location subject to freezing without thermal protection.

Piping shall be flushed prior to meter installation. Meters shall not be used to flush debris from new or modified piping.

Sensor secondary circuits shall not be left open on an energized primary. Shorting provisions shall be used as indicated for any sensor with a current-output secondary.

3.03 AGENT OVERSIGHT
The Agent shall provide on-site oversight during installation at intervals sufficient to verify conformance, including at minimum an initial visit at the start of installation at each switchgear location and a verification visit upon completion of installation at each location.

The Agent shall have the authority to direct correction of installation nonconformance affecting metering accuracy or system function. Such direction shall be issued in writing to the Prime Contractor.

The Agent shall not perform corrections directly. All corrective work shall be performed by the Electrical Subcontractor.

3.04 DEFERRED SIZING REVIEW AND DEVICE REPLACEMENT
Trending
From Substantial Completion the metering system logs interval data continuously at every electrical and water metering point. No temporary or supplemental logging is required for the purposes of this Article; the installed 756
system is the instrument of record.

Interval data shall be retained in full resolution for not less than the period between Substantial Completion and completion of the Sizing Review, and shall not be summarized, decimated, or purged during that period.

Sizing Review
Not earlier than [six (6)] months and not later than [twelve (12)] months following Substantial Completion, the Agent shall perform a Sizing Review analyzing accumulated interval data at every metering point.

For each electrical metering point the Review shall determine: minimum, average and peak recorded current; the percentage of rated primary current represented by each; and the frequency, magnitude and duration of intermittent excursions.

For each water metering point the Review shall determine: minimum, average and peak recorded flow rate; the relationship of each to the meter's published low-flow threshold and normal test flow range; and, where determinable from the data, the proportion of operating hours spent below the low-flow threshold.

The Review shall be issued as a written report identifying each point recommended for device replacement, each point recommended for retention, and the basis for each recommendation.

Replacement Criteria
Electrical: a current sensor shall be recommended for replacement where a sensor of lower rated primary current would place the recorded operating load within the manufacturer's stated accuracy range without risk of over-range operation at the recorded peak, with margin for intermittent loads.

Water: a meter shall be recommended for replacement where a smaller meter would place the recorded operating flow within its normal test flow range, and where the recorded peak flow remains within the smaller meter's maximum continuous flow rating.

A water meter shall NOT be recommended for downsizing where the service must retain capacity to deliver a peak flow exceeding the smaller meter's maximum continuous rating. Sustained over-range operation of a displacement meter causes accelerated wear of the measuring chamber, increased pressure loss, and premature failure, and is a worse outcome than under-registration at low flow.

Compound meters are not ordinarily candidates for downsizing, as compound construction already extends the accuracy range across low and high flow. Downsizing a compound meter shall be recommended only where the recorded flow profile does not justify compound construction at all.

No recommendation shall reduce a meter below the smallest size available for the service connection, nor below the size required by any applicable plumbing code or fire-flow requirement.

Assumed Replacement Quantities for Bidding
ELECTRICAL: For bidding purposes, it shall be assumed that fifty percent (50%) of the installed current sensors will require replacement as a result of the Sizing Review.

WATER: For bidding purposes it shall be assumed that fifty percent (50%) of the installed water meters will require replacement with a smaller meter as a result of the Sizing Review. 757
These quantities are an assumed basis for bidding and are not an estimate of actual conditions. Actual replacement quantities shall be established by the Sizing Review. Variance between the assumed and actual quantities shall be reconciled using the unit prices stated under Article 1.04, as a credit to the Port where fewer devices are replaced and as an addition where more are replaced.

Second Mobilization
The Prime Contractor shall include in its price a second mobilization, occurring after the Sizing Review, for the purpose of device replacement. This mobilization is part of the Work and is not a change order.

The Electrical Subcontractor's price shall include, for the assumed quantity under Article 3.04: coordination and scheduling of de-energization windows at an operating terminal; removal and replacement of current sensors; retermination and re-labelling of sensor leads; and attendance in support of the Agent's re-verification.

The Plumbing Subcontractor's price shall include, for the assumed quantity under Article 3.04: isolation and dewatering of the affected service; removal and replacement of meters; provision of spool pieces or adapters to accommodate the difference in lay length between meter sizes; re-pressurization and leak check; disinfection and flushing where required by the water purveyor; and attendance in support of the Agent's re-verification.

Terminal operations shall not be interrupted. Shutdown and service interruption windows shall be scheduled through the Port's operations representative with not less than [fourteen (14)] days notice, as required by Article

3.01. The Agent's scope during the second mobilization is limited to directing device selection and placement, reconfiguration of meter parameters, re-verification under Article 3.06, and documentation under Article 3.07. The Agent shall not perform installation, wiring, terminations, or piping work.

Where the determination under Article 1.09 establishes that the devices are commercial devices subject to sealing, device replacement or alteration of a sealed configuration parameter shall be performed with the involvement of a Registered Service Agent, and the affected devices shall be re-sealed and re-registered as required. The Prime Contractor's second mobilization price shall include that attendance. This obligation does not fall to the Agent, per Article 1.09.

Documentation
Replaced devices shall be re-verified in accordance with Article 3.06 and documented in accordance with Article

3.07. The Sensor Operating Record and the water metering record shall be reissued for every affected point, showing the original device, the replacement device, and the recorded data on which the change was based.

Devices removed from service shall be tagged with the point designation and date of removal and turned over to the Port or disposed of at the Port's direction.

3.05 COMMISSIONING
The Agent shall commission the complete system, including at each metering point: verification of current sensor ratio configuration against the installed sensor; verification of sensor polarity and phase association; verification of potential connections and phase rotation; confirmation of communications and link margin; and confirmation of data arrival, timestamp accuracy, and point naming at the head-end.

Phase association shall be verified by a method that positively confirms the correspondence of each current input to its corresponding voltage input under load. Verification by inspection of wiring alone is not acceptable. 758
The Agent shall verify end-to-end data integrity by comparison of head-end interval data against meter-local registers over a period of not less than [seventy-two (72)] hours.

At each water metering point the Agent shall verify: correct pulse weight configuration against the meter nameplate or register; correct pulse polarity and debounce settings; accumulation and reporting of counts at the head-end; and correct conversion to engineering units. Verification shall include confirmation that counts accumulated during an induced communications outage are recovered without loss.

The Agent shall extract from the verification period described in Article 3.05 the minimum, average, and peak recorded current at each metering point, and shall record those values as the commissioning baseline required by Article 3.07. This baseline is a limited sample and is not a substitute for the Sensor Sizing Review required by Article

3.04. 3.06 ACCURACY VERIFICATION
Meters shall arrive with factory calibration or factory test certification traceable to NIST. Certificates shall be submitted under Article 1.07. Field recalibration of meters is not required and shall not be performed.

Field verification under this Section confirms correctness of installation and configuration, not instrument accuracy.

Provision of a load bank, artificial fixed load, resistive test load, portable reference standard, or temporarily installed reference meter is NOT required by this Section, and no de-energization is required for the purpose of accuracy verification.

At each electrical metering point the Agent shall confirm: that the current sensor ratio configured in the meter matches the sensor physically installed; that sensor polarity and phase association are correct; that potential connections and phase rotation are correct; and that reported values are dimensionally plausible and internally consistent, including agreement among per-phase current, voltage, power factor, and calculated power.

Where a metering point is energized and carrying load at the time of verification, the Agent shall compare metered per-phase current against a clamp-on measurement of the same conductor. Agreement within [ten percent (10%)] confirms correct sensor ratio and orientation. This is a configuration check, not an accuracy determination, and no instrument of stated accuracy class is required for it.

Where a metering point carries no load or negligible load at the time of verification, the check required by Article

3.06 shall be deferred to the next site visit or satisfied by review of accumulated interval data once load appears.

Absence of load at the time of verification shall not delay acceptance.

Water metering shall be verified by comparison of head-end accumulated volume against the meter's own register over a period of not less than [seven (7)] days of normal operation. Agreement within [one percent (1%)] shall constitute acceptance. Disagreement indicates a pulse weight, debounce, or count recovery error and shall be resolved rather than reconciled by adjustment factor. At compound meters each register shall be compared individually in addition to the summed total. No flow standard, test bench, or calibrated flow reference is required.

Water meters shall arrive with factory test certificates. Field testing of water meter accuracy against a calibrated flow standard is not required by this Section.

3.07 DOCUMENTATION
The Agent shall furnish a commissioning report containing: the as-commissioned sensor schedule; pre-shipment configuration records; per-point verification results; wireless link margin results; identification and resolution of all 759
deficiencies; and factory calibration certificates.

The Agent shall furnish record drawings reflecting as-installed conditions, incorporating the Electrical Subcontractor's field markups for raceway and conductor routing.

The Agent shall furnish an operations and maintenance manual covering system architecture, device inventory with locations and addresses, configuration parameters, head-end operation, tenant billing report generation, routine maintenance, and troubleshooting.

The commissioning report shall include, for every metering point, a Sensor Operating Record stating: circuit designation; protective device frame rating, trip setting, and rating plug; installed sensor model and rated primary current; the basis on which the sensor was selected; minimum, average, and peak current recorded during the verification period; the percentage of rated primary current represented by each; and an explicit statement whether the recorded load falls within, or below, the manufacturer stated accuracy range for the installed sensor.

Metering points at which recorded load falls below the manufacturer stated accuracy range shall be listed together in a single schedule within the commissioning report, identified as candidates for the Sensor Sizing Review required by Article 3.04, and transmitted to the Port as a distinct deliverable.

The commissioning report shall include, for every water metering point: service designation; line size; meter type, size, and model; configured pulse weight for each register; crossover flow rate where applicable; observed flow range during the verification period; and the result of the register comparison required by Article 3.06.

3.08 TRAINING
The Agent shall provide not less than [eight (8)] hours of on-site training to Port personnel covering system operation, head-end navigation, report generation, tenant billing workflow, alarm response, and first-level troubleshooting.

Training shall be recorded and the recording furnished to the Port.

3.09 ACCEPTANCE
Substantial Completion of the Work of this Section requires: all metering points reporting to the head-end; all deficiencies corrected and re-verified; the commissioning report accepted by the Engineer; record documents and O&M manuals submitted; training completed; and the sensor allowance reconciled.

The Port may withhold acceptance of any metering point at which accuracy cannot be substantiated under Article

3.06 until the condition is resolved.
760

MEASUREMENT AND PAYMENT

1. This contract includes an allowance noted as Bid Item 128 “Meter and Communication Equipment Supply and Commissioning Agent”. The value of this allowance includes the following components:

Component Amount
Project Administration, Project Management, System Engineering, Design, Equipment Pre-Programming, and Cloud Software Configuration $71,800 Metering Material and Hardware, Pre-Programmed, Including Freight $131,296 Contractor Coordination, Installation Oversight, System Commissioning, Field Testing, Data Validation, and Owner Training $83,400 Richmond, California Sales Tax on Materials at 9.75% $12,801 Deferred Sizing Review and Second Mobilization — Agent Scope $9,200 Total Allowance $308,498
The Engineer will pay this item on a percent complete in accordance with the progress of the work.

2. The contract lump sum price paid for “Electrical Meter Installation”, “Water Meter Installation”, and “Communications Infrastructure Installation” (Bid Items 129A, 129B, and 129C) includes full compensation for furnishing all labor, materials, tools, equipment, and incidentals, and for doing all the work involved in installing the meter system, complete in place, including coordination with the Agent, as shown on the plans, as specified in the Standard Specifications and these Specifications, and as directed by the Engineer.

3. The contract unit price paid per each “Deferred Current Sensor Replacement” and “Deferred Water Meter Replacement” (Bid Item 130 and 131) shall include full compensation for furnishing all labor, materials, tools, equipment and incidentals, and for doing all the work involved returning to the site to replace meters, complete in place, as shown on the Plans, and as specified in the Standard Specifications and these Specifications, and as directed by the Engineer and no additional compensation will be allowed therefor.

The Agent will supply the current sensor and water meter to the Contractor. The Contractor shall include the following costs in their bid for each item:
• Current Sensor Replacement: $400 each. Includes device selection, provision, reconfiguration, reverification, and documentation by the Agent. • Water Meter Replacement: $3,000 each. Includes device selection, provision, reconfiguration, reverification, and documentation by the Agent.”

7. The Engineer deletes the Bid Schedule and replaces it with the attached.

END ADDENDUM NUMBER 2
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9/3/2026 12:22 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

SITE IMPROVEMENTS

Page 02 of 211 ends

2 2 762

PROVIDE OUTDOOR TABLE WITH

FOUR CHAIRS AND UMBRELLA

ALL MATERIALS MUST BE STAINLESS STEEL BOLT TABLE TO GROUND PROVIDE CABLES FOR CHAIRS RIGGERS LOFT INSTALL SAFETY CAGE SEE INSTALL SAFETY CAGE SEE 2G-2 3G-2 A REPLACE ROLLUP DOOR SEE 4G-2 INSTALL INTERPRETIVE SIGN - BOLT TO ASPHALT SEE 5G-2 INSTALL 14 FT 8' TALL CHAIN LINK FENCE (NO SLAT) PER STANDARD PLAN A85 INSTALL 6.5 FT 8' TALL CHAIN LINK FENCE (NO SLAT) PER STANDARD PLAN A85 INSTALL 8 FT 8' TALL CHAIN LINK FENCE (NO SLAT) PER STANDARD PLAN A85 INSTALL 2.5 FT 8' TALL CHAINLINK FENCE (NO SLAT) PER
STANDARD PLAN A85
INSTALL 8 FT 8' TALL CHAIN LINK SWING GATE
25'-0"
14'-0"
6" 11'-0" T.O. PARAPET BOT. OF TRUSSES MEZZANINE LEVEL MAIN LEVEL E D C B A 9'-4" +/- 7'-8" +/- 7'-8" +/- LADDER BRACKET, TYP. REMOVE AND REPLACE THE LADDER WITH AN OSHA COMPLIANT LADDER AND CAGE ON SHEET METAL WALL WITH WOOD FRAMING SEE NOTES. CONC. FACADE SHEET METAL FACADE 25'-0"
14'-0"
6" 11'-0" T.O. PARAPET BOT. OF TRUSSES MEZZANINE LEVEL MAIN LEVEL A B C D E 9'-4" +/- 7'-8" +/- 7'-8" +/- LADDER BRACKET, TYP. REMOVE AND REPLACE THE LADDER WITH AN OSHA COMPLIANT LADDER AND CAGE ON CONCRETE WALL SEE NOTES. NOTES 1. EXISTING FIXED LADDER IS APPROXIMATELY 16 FEET IN LENGTH AND IS ACCESSED BY A PORTABLE EXTENSION LADDER. REMOVE EXISTING LADDER. 2. PROVIDE AND INSTALL FULL HEIGHT LADDER AND SAFETY CAGE. THE UNIT SHALL BE CONSTRUCTED OF ALUMINUM OR FIBER GLASS. 3. UNIT SHALL HAVE A SECURITY GATE AT ITS BASE. 4. LOCATE BOTTOM OF CAGE 7'-0" MINIMUM AND 8'-0" MAXIMUM ABOVE THE LOWEST FIXED-LADDER RUNG. 5. PROVIDE FLARED ENTRY AND VERIFY THAT THE PORTABLE-TO-FIXED-LADDER TRANSITION PROVIDES UNOBSTRUCTED THREE-POINT CONTACT. 6. FIELD VERIFY ALL DIMENSIONS PRIOR TO FABRICATION. REPLACE 9'-11" x 8'-9" ROLLING STEEL DOOR WITH CHAIN HOST INCLUDE ALL HARDWARE COMPONENTS STEEL TO BE 24 GAUGE GALVANIZED PAINTED TO MATCH EXISTING BUILDING DOORS 9/3/2026 12:22 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

RIGGERS LOFT IMPROVEMENTS

Page 03 of 21 ends

Graphic Scale (in feet)
0 1 inch = 20 ft. 20 20 40 REMOVE TREE SEE
2G-5
9/3/2026 12:22 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

TREE REMOVAL

Page 05 of 21 ends

=
1 TREE REMOVAL PLAN 1" 20'
2 SCALE: NTS
2 TREE REMOVAL AT CAFETERIA BUILDING 764
Graphic Scale (in feet)
0 1 inch = 20 ft. 20 20 40
STOP MPH 15 MPH SLOW 15 MPH SLOW 15 SLOW
MPH 15 SLOW INSTALL 275 LF OF MIDWEST GUARDRAIL SYSTEM (SEE CALTRANS STD PLAN A77L2) INSTALL TYPE SFT-M END ANCHOR (SEE CALTRANS STD PLAN A77S1) INSTALL TYPE SFT-M END ANCHOR (SEE CALTRANS STD PLAN A77S1) 9/3/2026 12:22 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

TRAFFIC BARRIER INSTALLATION

Page 05 of 21 ends

=
1 TRAFFIC BARRIER INSTALLATION 1" 20'
2 765
MPH
15 SLOW
MPH
15 SLOW
BASIN 4
BASIN 5

RIGGERS

LOFT GENERAL
WAREHOUSE BERTH 5
BERTH 6
WV WM

RED OAK WATER

SERVICE
WV WM

SEA SCOUTS

WATER SERVICE
EXISTING 12" STEEL

WATER PIPELINE ON

BULKHEAD
WV

VALVE CLOSED
2" WATER LINE

INSTALLED IN
2025
2" WATER LINE

INSTALLED IN
2025
WV
SS
(EX) BLIND

CONNECTION

INSTALL MANHOLE
< 5' DEEP
EX 6" FORCE MAIN

UNDERGROUND
EX 6" FORCE

MAIN HANGING

UNDER DOCK
EX 6" FORCE MAIN

PENETRATING

GRAVING BASIN

1.6% ±
EX 4" SS

INSTALLED
IN 2015

EX SSMH
FILLED

WITH SOIL
SS (-7')
FROM

SURFACE
INV 8.4±
TO RED
OAK

EX PORT
OFFICE

LATERAL

EX ACTIVE

LATERAL

ACTIVE LATERAL
SS (-3') FROM

SURFACE
INV 12.6±

EXISTING
6" SEWER

ABANDONED
STORM

DRAINAGE SANITARY
SEWER MH 1

EX SSMH 2

CAST IRON SS

REMOVE VALVE AND CAP
LINE INSTALL 2" COPPER

EXTENSION WITH SWING

VALVE SEE DETAIL
WV
INSTALL 12" WATER

GATE VALVE ON MAIN

TO GRAVING BASINS -

EXISTING PIPE IS HDPE
1 U-1
INSTALL 4"

KNIFE-GATE

VALVE IN

TRAFFIC
RATED

ENCLOSURE

REMOVE AND REPLACE
(E) WATER VALVE
WV
Graphic Scale (in feet)
0 1 inch = 40 ft.
40 40 80
MPH
15 SLOW
SLOW MPH 15 SLOW

PROCESSING

BUILDING

REPLACE DRAIN

INLET GRATE
SUBARU

WATER SERVICE

TO PROCESSING

BUILDING

WATER SERVICE

TO SUBARU

WATER SERVICE

TO CAR WASH
WV
WV

INSTALL GATE

VALVES TO

BUILDING WATER

SERVICE WMWM

INSTALL WATER

METER IN TRAFFIC

RATED BOX SEE
SHEET M-4

LOCATE WATER SERVICES

IN AREA TO CONFIRM
CONFIGURATION MPH 15 SLOW
SLOW
RAIL
WV

INSTALL GATE

VALVE TO RAIL

BUILDING WATER

SERVICE
WM

INSTALL WATER

METER IN TRAFFIC

RATED BOX SEE
SHEET M-4 8/31/2026 12:12 PM#### POINT POTRERO MARINE TERMINAL 2026 TERMINAL MAINTENANCE Project Address: 1322 Canal Blvd, Richmond Contra Costa California Designed By:

Checked By:

Drawn By: AG Date Rev RCSAG
Sheet No.

Scale:

Date: 08.05.2026
Permit. No.

Proj. No. 2300125
Prepared Under the Direction
of: 415.883.9850 Engineering Land Surveying Landscape Architecture CSWST2.com 78 Railroad Avenue Richmond, CA 94801 PORT OF RICHMOND U-1UTILITY PLAN

Page 15 of 21 ends

1" = 40'

UTILITY PLAN
SCALE: HOR. 1"=40'

UTILITY PLAN AT PROCESSING BUILDING
SCALE: HOR. 1"=40'
MATCH LINE SEE SHEET U-2
SCALE: NTS 1 PIPE MODIFICATION

UTILITY PLAN AT RAIL BUILDING
SCALE: HOR. 1"=40'
2 766
MPH
15 SLOW
MPH
SLOW
15 MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW
MPH
15 SLOW R-E
37 -> 49 R-F
37 -> 53
R-G
1 -> 21
R-H
1 -> 43
CANAL BLVD RAIL LOADING CANAL BOULEVARD LEGENDWEED ABUTMENT/SEAL CRACK SEE MILL 2" ASPHALT AND REPLACE WITH NEW 2" ASPHALT LIFT - APPROXIMATE SIZE SHOWN AxB 1C-2 CONSTRUCTION NOTES. 1. PAVEMENT REPAIR LIMITS TO BE MARKED WITH ENGINEER IN FIELD. 2. SLURRY LIMITS SHOWN ARE APPROXIMATE. ADJUST IN FIELD AS DIRECTED BY ENGINEER. 3. KEEP SLURRY OFF FENCES, BOLLARDS, AND PAINTED BERMS. 4. CONTRACTOR TO CLOSE NO MORE THAN 25% OF THE PARKING AREA IN ONE STAGE. ALL WORK TO BE COORDINATED WITH
TENANT AND PORT. 5. WORK ON DOCK REQUIRES SUPERVISION BY AWC. 6. CRACK REPAIR IS TYPICALLY AT THE EDGE OF THE FACILITY

BETWEEN THE PAVEMENT AND THE SHOTCRETE CONCRETE
PAVING - SEE DETAIL 1 ON SHEET C-2. THIS IS WITHIN THE OU-1 CAP AREA - NO DIGGING WITHIN THIS AREA WITHOUT APRPOVAL. 9/3/2026 1:56 PM ####

POINT POTRERO MARINE TERMINAL
2026 TERMINAL MAINTENANCE
Project Address:
1322 Canal Blvd,
Richmond
Contra Costa
California
Designed By:

Checked By:

Drawn By:

PAVEMENT REPAIRS

Page 10 of 21 ends

0 80 160 1 IN = 80 FT PAVING PLAN SCALE: HOR. 1"=80' MATCHLINE SEE SHEET C-3 MATCHLINE SEE SHEET C-1
2 767
City of Richmond

BASE BID

ITEM DESCRIPTION QUANTITY UNIT

UNIT COST
($/UNIT)
COST
($)
101 Mobilization/ Demobilization 1 LS
102 Remove Forklift 2 EA
103 Remove Boiler 1 EA
104
Remove Lights and
Miscellaneous Concrete
1 LS
105
Remove Concrete Slab and
Fencing
600 SF
106 Remove Miscellaneous Signs 3 EA
107 Pavement Repair 32,000 SF
108 New Asphalt Section 600 SF
109 Sinkhole Repair 400 SF
110 Asphalt Mill and Overlay 520 TON
111 Install Asphalt Berm 100 LF
112A Crack Seal Prior to Slurry Seal 45,000 LF
112 Slurry Seal 430,000 SY
113 Concrete to Asphalt Crack Seal 3,100 LF
114
Thermoplastic Marking and
Delineation
1 LS
115 Paint Marking and Delineation 1 LS
116 Markers and Delineators 1 LS
117 Install Roadway Signs 3 EA
118 Replace Storm Drain Grate 1 EA
119 Install Drain Inlets 3 EA
120 Slip Line Storm Drain 800 LF
121 Install Sanitary Sewer Manhole 1 EA
122 Install Sewer Shut off Valve 1 EA

BID SCHEDULE
2026 TERMINAL MAINTENANCE
Bid Schedule
768 15
City of Richmond

ITEM DESCRIPTION QUANTITY UNIT

UNIT COST
($/UNIT)
COST
($)
123
Cap Water Line and Install 2"
Service
4 EA
124
Remove Gate Valve and Install
Ball Valve
1 EA
125
Install Underground 12" Water
Valve
1 EA
125B
Remove and Replace
Underground 12" Water Valve
1 EA
126
Install Underground 4" Water
Valve
4 EA
127 Install Water Meter Box 3 EA
128
Meter and Communication
Equipment Supply and
Commissioning Agent
1 ALLOW 308,498 $308,498
129A
Electrical Metering System
Installation
1 LS
129B
Water Metering System
Installation
1 LS
129C
Communication and
Infrastructure Installation 1 LS
130
Deferred Current Sensor
Replacement
44 EA
131
Deferred Water Meter
Replacement
9 EA
132 Install Building Ladder and Cage 2 EA
133 Replace Rollup Door 1 EA
134 Install Outdoor Table and Chairs 1 EA
135 Install Osprey Pole and Nest 3 EA
136 Install Large Fender 7 EA
137 Install Small Fender 4 EA
138 Install Solar Light 14 EA
139 Install Intepretative Panel 1 EA
140
Install Chainlink Fence and
Gate
95 LF
141 Tree Removal 1 EA
142 Midwest Guardrail System 275 LF
Bid Schedule
769 16
City of Richmond

ITEM DESCRIPTION QUANTITY UNIT

UNIT COST
($/UNIT)
COST
($)
143
End Anchor Assembly (Type
SFT-M)
2 EA
144 Supplemental Work * 1 Allow 200,000 $200,000
The undersigned acknowledges the receipt of the following addenda to the drawings and specifications.

Dated

CONTRACTOR
Signature
(Written in text)
Note: Items marked with an asterisk (*) are contingent - See Special Provisions Section 5-1.10 for a summary of those Bid Items which are contingent.

Total Base Bid Amount: $
Total Base Bid Amount: $
(Written in numerals)
Print or Type Name and Title
Addendum No. Date
1 2
The undersigned hereby certifies that they understand and agree that the items listed as Bid Alternates may be incorporated into the Contract Documents at the discretion of the City depending on the financial resources available at the time the contract is awarded. The undersigned herby certifies they understand and agree that regardless of whether the City incorporates the use of the Bid Alternates, the Low Bidder will be determined by the Total Bid (as shown above); which is the total of the Base Bid.

The undersigned hereby certifies that he has an appropriate license, issued by the State of California to provide this work; that such license will be in full force and in effect throughout the duration of construction; and that any and all subcontractors to be employed on this project will be similarly licensed.

California Contractor’s License No.

Bid Schedule
770 17
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT F

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

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

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

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

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

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

Consultants and Contractors – Type 1
Professional Services – Type 2
Environmental Risk/Hazardous Waste Material – Type 3
Lease of City Property – Type 4
Vendors, Suppliers, Small Grant Recipients & Nonprofit Organizations – Type 5 Transportation Providers – Type 6
Professional Services Pyrotechnics – Type 7
Cyber and I.T. Risks – Type 8
WR Forde Associates Inc.
771
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.

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

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

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)
WR Forde Associates Inc.
772
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:

Consultants and Contractors
Type 1 – Page 1 of 4
Revised: September 2011
In all instances where a CONTRACTOR or its representatives will be conducting business and/or providing services, the City requires the following MINIMUM insurance requirements and limits.

CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, employees or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.

CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery. CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.

Original, signed certificates and original, separate policy endorsements, naming the City as an additional insured for general liability, as well as a waiver of subrogation for Workers’ Compensation insurance, shall be received and approved by the City before any work may begin. However, failure to do so shall not operate as a waiver of these insurance requirements.

City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.

Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy.

The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR.

Minimum Scope of Insurance – the following forms shall be provided and coverage shall be at least as broad as the following:

1. Insurance Services Office Commercial General Liability coverage (ISO Occurrence Form CG 0001) including coverage for bodily and personal injury, property damage, and products and completed operations.

2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto)

3. Original and Separate Additional Insured Endorsements for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.

4. Workers’ Compensation Insurance as required by the State of California including Employer’s Liability coverage.

5. Original and Separate Waiver of Subrogation for Workers’ Compensation and Builder’s Risk/ Course of Construction Insurance.

6. Builder’s Risk/Course of Construction insurance covering all risks of loss less policy exclusions when the City of Richmond has a financial interest in the property. – (Only required for Construction Contracts involving property)

7. Contractor’s Pollution Liability (if applicable for Construction Contractors) Required Coverage Minimum Limits
Workers’ Compensation and
Employers’ Liability
Statutory limits as required by the State of California including $1 million Employers’ Liability per accident, per employee for bodily injury or disease.

If CONTRACTOR is self-insured, provide a certificate of Permission to 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.
773
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:

Consultants and Contractors
Type 1 – Page 2 of 4
Revised: September 2011

PROJECT COST REQUIRED LIMIT
$0 - $5 million $2 million p/o
$5 million - $10 million $5 million p/o
Over $10 million $10 million p/o
Fireworks $5 million p/o
General Liability
(primary and excess limits
combined)

Includes coverage for bodily injury, personal injury, property damage and products and completed operations. The policy shall not exclude coverage for XCU perils (explosion, collapse, or damage to underground property).

If the policy includes a general aggregate, either the general aggregate shall apply separately to this project, service or location or the minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate limit).

Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.

Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.

Builders’ Risk/Course of
Construction – Covers property
under construction, repair or
renovation as well as equipment
and materials to be installed.
(Only required for Construction
Projects involving property and
equipment installation.)
Coverage shall include all risks of direct physical loss, excluding earthquake, for an amount equal to the full completed value of the covered structure or replacement value of alterations or additions, including soft costs and business interruption.

If the project does not involve new or major reconstruction, an Installation Floater may be acceptable. For such projects, a property installation floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken or destroyed during the performance of the Work, including during transit, installation and testing at the City of Richmond’s site.

The City of Richmond shall be named as loss payee as its interest may appear. The insurer shall waive all rights of subrogation against City.

Contractor’s Pollution Liability (if
applicable)
Protects against:
unexpected/unintended release of
pollution resulting from contractors
covered operations such as:

HVAC, paving, carpentry, pipeline
& tank installation, drillers,
remediation contractors,
maintenance, mechanical,
demolition, excavation, grading,
street/road construction,
residential & commercial builders.

Same limits as General Liability.

Required Policy Conditions
A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.

Additional Insured Endorsement Applicable to General Liability Coverage.

The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured, including but not limited to bodily injury, deaths and property damage or destruction arising in any respect directly or indirectly in the performance of this contract.

ISO form CG 20 10 (11/85) or its equivalent is required. The endorsement must not exclude products and completed operations coverage. If it does, then CG 20 37 (10/01) is also required. 774
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:

Consultants and Contractors
Type 1 – Page 3 of 4
Revised: September 2011
Additional Insured Endorsement
(continued)
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.

Waiver of Subrogation
Endorsement Form
Contractor’s insurer will provide a Waiver of Subrogation in favor of the City for Workers Compensation and Builder’s Risk/ Course of Construction coverage during the life of this contract.

SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Deductibles and Self-Insured
Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At the option of the City either the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City or the CONTRACTOR shall procure a financial guarantee in an amount equal to the deductible or self-insured retention guaranteeing payment of losses and related investigations, claims administration and defense expenses.

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

Loss Payable Endorsement (only
required when Builder’s Risk
and/or Course of Construction
Insurance is required.)
Applicable to Builder’s Risk/Course of Construction naming the City of Richmond as Loss Payee.

SURETY BONDS
(If a Public Works/Engineering
Project)
The Contractor shall provide:

1. A Bid bond

2. A Performance Bond

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

Claims-Made Policies
If any insurance policy is written on a claims-made form: 1) the retroactive date must be shown, and must be before the date of the contract or the beginning of contract work. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3) If coverage is canceled or nonrenewed, 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.
775
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:

Consultants and Contractors
Type 1 – Page 4 of 4
Revised: September 2011
Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin. The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.

Original insurance certificates and required policy endorsements shall be mailed, or delivered to the Designated Project Manager for the City of Richmond.

Insurance certificates and endorsements may be faxed to the Designated Project Manager. However, Contractor must mail the original certificates and endorsements to Designated Project Manager once faxed.

Continuous Coverage
CONTRACTOR shall maintain the required insurance for the life of the contract. Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City’s insurance requirements, the City may take such action as it deems necessary to protect the City’s interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.

If services or the scope of work extend beyond the expiration dates of the required insurance policies initially approved by the City, CONTRACTOR must provide updated certificates and endorsements indicating that the required coverage, terms and conditions are still in place. Renewal certificates and updated endorsements shall be mailed to the Designated Project Manager.

Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed except after thirty (30) days’ prior written notice has been given to the City.

Reporting Requirements
Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.

Consistent with Public Policy
The insuring provisions, insofar as they may be judged to be against public policy shall be void and unenforceable only to the minimum extent necessary so that the remaining terms and provisions herein may be consistent with public policy and thus enforceable.
776
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT G

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

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

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

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

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

Printed Name: Title:

Signed: Date:

Business Entity:

WR Forde Associates Inc.
777

Page 1 of 2 ends

October 6, 2026
Finance Department
DATE: October 6, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Antonio Banuelos, Accounting Manager
Subject: Agreement with the State of California Franchise Tax Board to Obtain Business Tax Information
FINANCIAL IMPACT: There is no fiscal impact associated with this item.

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The City of Richmond was selected by the California
Franchise Tax Board (FTB) to participate in its Data
Exchange Program for the 2027–2029 tax years. Under
the proposed agreement, the City will provide business
license information to the FTB and receive tax data that can be used to compare records, identify potentially noncompliant businesses, and support compliance with local business licensing requirements and State tax laws.

RECOMMENDED ACTION: ADOPT a resolution to APPROVE a standard agreement (130812) with the State of California Franchise Tax
Board (FTB) providing for the City’s participation in the FTB’s City Business Tax data program, AUTHORIZE the
city manager or their designee, to execute the agreement – Finance Department (Antonio Banuelos/Mubeen
Qader/Emily Combs 510-620-6740).

DISCUSSION:

The proposed agreement provides for an exchange of information between the City of Richmond and the State of California Franchise Tax Board (FTB), which would assist AGENDA
REPORT
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October 6, 2026
each party in identifying individuals or companies that are not properly paying the corresponding tax. In particular, the information obtained will facilitate the City of Richmond Business Tax Division in identifying companies operating without a valid business tax account.

Under this reciprocal agreement, both parties agree to bear their own costs of providing the data, and the City is precluded from obtaining reimbursement. The FTB will use this data to identify companies or individuals not paying State taxes. The City will use this data to identify businesses operating in Richmond without a business tax account.

DOCUMENTS ATTACHED:

Attachment 1 – Resolution
Attachment 2 – State of California Standard Agreement
779
RESOLUTION NO. ____

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

AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXECUTE AGREEMENT NUMBER 130812 WITH THE FRANCHISE TAX BOARD FOR THE CONTINUED

EXCHANGE OF BUSINESS LICENSE INFORMATION FOR TAX COMPLIANCE

PURPOSES
WHEREAS, the City of Richmond previously entered into Agreement Number 84200 with the State of California Franchise Tax Board (FTB) for the exchange of business license information for the 2022–2024 tax years;
WHEREAS, the Franchise Tax Board has invited the City of Richmond to participate in the Data Exchange Program for the upcoming contract cycle covering January 1, 2027 through December 31, 2029;
WHEREAS, the proposed new Agreement Number 130812 (SCO ID 7730-130812) establishes a term beginning January 1, 2027, or upon approval, whichever is later, through December 31, 2029;
WHEREAS, the Agreement includes Exhibits A through G, containing scope of work, general terms (GTC0225), special provisions, data layout specifications (FTB 909 and FTB 909A), and confidentiality requirements (FTB 712);
WHEREAS, the Agreement requires no expenditure by the City of Richmond, and the maximum financial obligation is zero dollars ($0.00);
WHEREAS, participation in the FTB Data Exchange Program supports improved compliance with local business licensing and State tax laws by enabling data comparison and identifying non-compliant businesses;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Richmond hereby authorizes the City Manager, or designee, to execute Agreement Number 130812 with the Franchise Tax Board for the continued exchange of business license information for tax compliance purposes.

I certify that the foregoing resolution was duly adopted at a meeting of the Richmond City Council on ____________, 202__, by the following vote:

AYES:

NAYS:
780
ABSTAIN:

ABSENT:

Pamela Christian, City Clerk
Approved:

Mayor ____________
Approved as to Form:

City Attorney
781
782
783

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October 6, 2026
DocID #70447v1
Finance Department
DATE: October 6, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Nannette Beacham, Director of Economic Development Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Antonio Banuelos, Accounting Manager
Subject: Evaluation of Renewal of the Richmond Tourism
Marketing District
FINANCIAL IMPACT: None

PREVIOUS COUNCIL
ACTION:

April 18, 2004 – Ordinance No. 6-04 N.S.

December 20, 2006 – Ordinance No. 2-06 N.S.

April 7, 2015 – Resolution No. 30-15
May 5, 2015 – Resolution No. 44-15
June 2, 2015 – Resolution No. 57-15 and Ordinance No.
18-15 N.S

STATEMENT OF THE
ISSUE:

The City has previously authorized lodging-business
assessment districts that funded tourism and
destination-marketing activities, with assessments
collected from Richmond lodging establishments and
remitted directly to the district’s owners’ association. The Richmond Tourism Marketing District (RTMD) operated
from August 1, 2015 through July 31, 2020. Streets and
Highways Code section 36660 permits renewal of an
expired district through the statutory establishment
process. Staff seeks direction to evaluate renewal with Richmond hotels and lodging establishments.

AGENDA
REPORT
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October 6, 2026
DocID #70447v1
RECOMMENDED ACTION: DIRECT staff to review Richmond Municipal Code (RMC) Chapter 13.57 and the City’s prior tourism districts;
coordinate with Richmond hotels and lodging
establishments to evaluate renewal of the Richmond
Tourism Marketing District (RTMD) under Streets and
Highways Code section 36660; develop preliminary
options for a Management District Plan, assessment
methodology, programs, governance, administration, and
necessary code revisions; and RETURN to the City
Council with recommendations and, if sufficient lodgingbusiness support exists, actions necessary to initiate formal renewal proceedings. This action does not renew
the RTMD or levy an assessment – Economic
Development Department/Finance Department (Nannette
Beacham 510-620-1306/Emily Combs, Mubeen Qader
510-620-6740/Antonio Banuelos 510-620-6741).

DISCUSSION:

Background
In 2004, the City Council adopted Ordinance No. 6-04 N.S. establishing the Richmond Tourism Business Improvement District (RTBID) under the Parking and Business Improvement Area Law of 1989 (Streets and Highways Code section 36500 et seq.) and adding Richmond Municipal Code Chapter 13.57. Chapter 13.57 imposed an assessment on lodging businesses to fund tourism and destination-marketing activities.

Ordinance No. 2-06 N.S., adopted in 2006, amended Chapter 13.57 and established the Richmond Convention and Visitors Bureau as the nonprofit entity through which district marketing and assessment administration were conducted.

Transition to the Richmond Tourism Marketing District
In 2015, the City and Richmond lodging businesses transitioned from the RTBID to a successor Richmond Tourism Marketing District (RTMD) under the Property and Business Improvement District Law of 1994 (Streets and Highways Code section 36600 et seq.). On April 7, 2015, after receiving petitions from lodging businesses that would pay more than 50 percent of the proposed assessment, the City Council adopted Resolution No. 30-15 declaring its intention to establish the RTMD and setting the required public meeting and public hearing.

On May 5, 2015, the City Council adopted Resolution No. 44-15 declaring its intention to disestablish the predecessor RTBID. Following the noticed proceedings, on June 2, 2015, the City Council adopted Resolution No. 57-15 establishing the RTMD and Ordinance No. 18-15 N.S. disestablishing the RTBID effective August 1, 2015. The RTMD included Richmond lodging businesses and funded sales promotion and 785

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October 6, 2026
DocID #70447v1
marketing intended to benefit assessed lodging businesses by promoting Richmond as a tourist, meeting, and event destination.

Resolution No. 57-15 established the RTMD for a five-year term beginning August 1, 2015 and ending July 31, 2020. The RTMD was not renewed at the end of that term and is no longer operative.

Authority to Renew an Expired RTMD
Streets and Highways Code section 36660 provides that a previously established district whose term has expired may be renewed by following the statutory procedures for establishment. A renewed district may have a term of up to ten years, and its boundaries, assessments, improvements, and activities need not be identical to those of the prior district.

Renewal therefore requires a new formation process rather than automatic reinstatement of the former assessment. The process includes development of a Management District Plan and written petitions from business owners who would pay more than 50 percent of the proposed assessments before the City Council may initiate formal proceedings by resolution of intention. Formal proceedings thereafter include statutory notice, a public meeting, a public hearing, consideration of protests, and final Council consideration of renewal and levy of the assessment.

Proposed Preliminary Review and Hotel Outreach
The recommended action is limited to the preliminary work necessary to determine whether a renewed tourism marketing district is appropriate and whether sufficient support exists among Richmond lodging businesses. Before any formal renewal proceeding is initiated, staff would coordinate with Richmond hotels and other potentially affected lodging establishments.

The preliminary review would include:
• Reviewing the former RTMD Management District Plan, assessment structure, programs, and administrative model;
• Identifying lodging businesses that could be included in a renewed district and evaluating current industry support;
• Evaluating potential assessment methodologies and the relationship between the proposed assessment and benefits to assessed lodging businesses; • Identifying tourism, destination-marketing, meeting, event, and visitor-serving activities that could be funded;
• Evaluating governance and administration, including the appropriate owners’ association or other administrative structure;
• Evaluating assessment collection, annual reporting, auditing, accountability, and City oversight;
• Reviewing Richmond Municipal Code Chapter 13.57 and recommending whether it should be repealed, amended, or replaced; and
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October 6, 2026
DocID #70447v1
• Identifying formation and implementation costs, potential assessment revenues, and any consultant or professional services required.

No Assessment or District Renewal at This Stage
The recommended action does not renew the RTMD, impose or reinstate an assessment, approve a Management District Plan, or commence formal statutory renewal proceedings. It directs staff to evaluate the proposal with the lodging industry and return to the City Council before any assessment is proposed for Council action.

Next Steps
If outreach demonstrates sufficient support, staff would return to the City Council with a proposed Management District Plan and a recommended process for obtaining the petitions required by Streets and Highways Code section 36621. Once qualifying petitions are submitted by lodging businesses that would pay more than 50 percent of the proposed assessments, the City Council could consider a resolution of intention initiating formal renewal proceedings. The resolution of intention would be followed by the required notice, public meeting, public hearing, protest determination, and final Council consideration of renewal.

If sufficient lodging-business support does not exist, staff would report that result to the City Council together with any alternative recommendations for tourism and destinationmarketing activities.

DRAFT TIMELINE (2026–2027)
 Phase 1: Outreach & Management Plan Drafting (October – December 2026) o October 2026: Engage hotel operators and lodging owners across Richmond to present updated assessment structures ($2.00–$2.50+ per occupied room night) and modern tourism goals.
o November 2026: Draft an updated Management District Plan (MDP) aligning with post-2025 hospitality dynamics and City Manager/Economic Development standards.
o December 2026: Conduct petition drive targeting >50% petition approval by weighted room assessment from participating lodging owners.  Phase 2: City Council Actions & Public Hearings (January – March 2027) o January 19, 2027: Present MDP to City Council and adopt Resolution of Intention to re-establish the Richmond Tourism Marketing District. o February 16, 2027: Hold formal City Council Public Meeting to answer stakeholder questions.
o March 16, 2027: Hold formal Public Hearing; count any written owner protests; adopt Resolution of Formation if protests remain below 50%.  Phase 3: Implementation & Operational Launch (April – May 2027) o April 20, 2027: Execute Owners' Association agreement with the designated management entity.
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October 6, 2026
DocID #70447v1
o May 25, 2027: Effective start date for assessment collections and initial marketing budget disbursement.
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October 6, 2026
Finance Department
DATE: October 6, 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 Manage
Subject: Contract Amendment No. 1 with Nicolay Consulting Group to Provide Additional Actuarial Services
FINANCIAL IMPACT: The contracted amount of $35,000 is included within the approved Fiscal Year 2026-27 Finance Department
budget (Account String: 01175715 – 400201).

PREVIOUS COUNCIL
ACTION:

June 24, 2025

STATEMENT OF THE
ISSUE:

The City requires actuarial services to support
administration of its pension and Other Post-Employment Benefit (OPEB) plans and related labor negotiations. As negotiations progressed, additional actuarial modeling, analysis, and revisions were needed beyond the original scope. Amendment No. 1 expands the scope of services
and increases the contract amount.

RECOMMENDED ACTION: APPROVE the first amendment to the contract with Nicolay Consulting Group for actuarial services for the City’s Other Post-Employment Benefit Plans, expanding
the scope of services to include additional modeling,
analysis, and reporting, and increasing the payment limit by $35,000, for a total contract amount not to exceed
$91,800, with a term ending June 30, 2028 – Finance
Department (Emily Combs 510-620-6740/Mubeen Qader
510-412-2077/Jerry Gurule 510-620-6591).

AGENDA
REPORT
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Page 2 of 2 ends

October 6, 2026
DISCUSSION:

The City of Richmond is required to complete annual actuarial reports for its pension and Other Post-Employment Benefit (OPEB) plans, in accordance with Government Accounting Standards Board (GASB) requirements. The City administers two closed pension plans and two OPEB plans, including the Richmond Police Officers Association (RPOA) OPEB.

In March 2026, the City entered into an engagement with Nicolay Consulting Group to provide actuarial services related to plan design scenarios for the RPOA OPEB Plan, supporting ongoing labor negotiations. The original scope included 30-year projections of assets, liabilities, and contributions for several plan design scenarios, with deliverables to support City staff and labor discussions.

As negotiations progressed, the City requested additional analyses, revisions, and meeting support beyond the original scope. The contract amendment expands the scope of services to include:
 Revised modeling of retiree health plan caps and alternative employee contribution methodologies.
 Updated actuarial liability, Normal Cost, Actuarially Determined Contribution (ADC), asset, funded status, City cash outlay, and long-term projections for alternative scenarios.
 Review and clarification of plan provisions, including medical, dental, and vision benefits, and quantification of actuarial impacts.
 Preparation and revision of reports, exhibits, and presentation materials for City Council and RPOA representatives.
 Participation in meetings with City staff, City Council, and RPOA representatives to communicate actuarial results and address questions.

The expanded scope is necessary to address the complexity of the RPOA retiree health plan design analysis and to provide comprehensive support for labor negotiations.

Services will continue to be billed on a time and expense basis, with estimated total fees for the engagement now in the range of $30,000 to $35,000, reflecting the additional analyses and negotiation support required.

City staff recommend approval of the contract amendment no. 1 to increase the payment limit by $35,000, for a total contract amount not to exceed $91,800 with a term ending June 30, 2028, to ensure compliance with GASB standards, support informed decision-making during labor negotiations, and maintain the integrity of the City’s pension and OPEB administration.

DOCUMENTS ATTACHED:

Attachment 1 – Original Contract
Attachment 2 – Contract Amendment No. 1
790

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 Jerry Gurule [email protected] (510) 620-6591 17077 Actuarial Valuation services for closed Pension Plans and OPEB Plans.

Nicolay Consulting Group, Inc. 231 Sansome Street, Suite 300 San Francisco, CA 94104 Sue Simon (415) 705-6131 [email protected] July 1, 2025 June 30, 2028 56,800.00 Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 791

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
Nicolay Consulting Group, Inc.

Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 Vice President
7/30/2025
Mayor
792
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]:

Nicolay Consulting Group, Inc.

Deliverables for Fiscal Year 2026:
- City OPEB Plan - Roll-forward GASB 75 Actuarial Valuation Report for FYE June 30, 2025 Fee - $3,100
- City OPEB Plan - Funding Valuation for 2 years of Contributions for FYE June 30, 2025 Fee - $3,000
- RPOA OPEB Plan - Roll-forward GASB 75 Actuarial Valuation Report for FYE June 30, 2025 Fee - $2,600
- RPOA OPEB Plan - Funding Valuation for 2 years of Contributions for FYE June 30, 2025 Fee - $3,000
- General Pension Plan - Full GASB 73 Actuarial Valuation Report for FYE June 30, 2025 Fee - $2,600
- Police and Fire Pension Plan - Full GASB 73 Actuarial Valuation Report for FYE June 30, 2025 Fee - $2,600
Deliverables for Fiscal Year 2027:
- City OPEB Plan - Full GASB 75 Actuarial Valuation Report for FYE June 30, 2026 Fee - $4,400
- RPOA OPEB Plan - Full GASB 75 Actuarial Valuation Report for FYE June 30, 2026 Fee - $4,000
- General Pension Plan - Roll-forward GASB 73 Actuarial Valuation Report for FYE June 30, 2026 Fee - $2,300
- Police and Fire Pension Plan - Roll-forward GASB 73 Actuarial Valuation Report for FYE June 30, 2026
Fee - $2,300
Deliverables for Fiscal Year 2028:
- City OPEB Plan - Roll-forward GASB 75 Actuarial Valuation Report for FYE June 30, 2027 Fee - $3,100
- City OPEB Plan - Funding Valuation for 2 years of Contributions for FYE June 30, 2027 Fee - $3,000
- RPOA OPEB Plan - Roll-forward GASB 75 Actuarial Valuation Report for FYE June 30, 2027 Fee - $2,600
- RPOA OPEB Plan - Funding Valuation for 2 years of Contributions for FYE June 30, 2027 Fee - $3,000
- General Pension Plan - Full GASB 73 Actuarial Valuation Report for FYE June 30, 2027 Fee - $2,600
- Police and Fire Pension Plan - Full GASB 73 Actuarial Valuation Report for FYE June 30, 2027 Fee - $2,600
Total Deliverables Fees - $46,800
Amount for additional services as needed - $10,000
Total - $56,800
Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 793
City of Richmond
Proposal for Actuarial Services

Page 13 ends

Cost Proposal
The pricing matrix reflects our all-inclusive approach to actuarial services and includes the following key components:
 Data Collection and Validation:

Comprehensive review of provided census and premium data for accuracy and completeness. This process includes follow-up questions and support for any necessary corrections.
 Full OPEB and Pension Actuarial Valuation:

Includes calculation of the Actuarially Determined Contribution (ADC) and a detailed gain/loss analysis to help understand changes in liability from prior valuations.
 GASB 75 and GASB73 Reporting:

Preparation of all required GASB 75 disclosures and expense calculations for inclusion in the City's audited financial statements.
 Client Meetings:

Coordination of planning meetings ahead of each valuation, as well as postvaluation discussions to review findings and address any questions.  Ongoing Actuarial Support:

Unlimited access to credentialed actuaries throughout the engagement period for ad hoc questions, clarification of results, or scenario testing.

Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 794
City of Richmond
Proposal for Actuarial Services

Page 14 ends

Deliverables:

The below table displays the hours anticipated for each team member by deliverable. Should extra time be needed, the City will not be charged more than the “Fixed Fee” column. Furthermore, should the City extend its contract for up to three additional years (FYE 2027 – FYE 2029), NCG will not increase the below fees.

Project
Manager
/ Data
Analyst
Actuarial
Analyst Actuary Peer Review
Total
Hours
GASB 74/75 Full Valuation Report – City Plan 3.5 10.0 2.5 1.0 17.0 $4,400 GASB 74/75 Roll-Forward Valuation Report – City Plan 2.5 7.0 2.0 0.5 12.0 $3,100 GASB 74/75 Full Valuation Report – RPOA Plan 3.0 9.5 2.5 1.0 16.0 $4,000 GASB 74/75 Roll-Forward Valuation Report – RPOA Plan 2.0 6.0 1.5 0.5 10.0 $2,600 Funding Valuations For 2 years of Contributions – City Plan 2.5 7.0 2.0 0.5 12.0 $3,000 Funding Valuations For 2 years of Contributions – RPOA Plan 2.5 7.0 2.0 0.5 12.0 $3,000 GASB 73 Full Valuation Report – General Pension Plan 2.0 6.0 1.5 0.5 10.0 $2,600 GASB 73 Roll-Forward Valuation Report – General Pension Plan 2.0 5.5 1.0 0.5 9.0 $2,300 GASB 73 Full Valuation Report – Police and Fire Pension Plan 2.0 6.0 1.5 0.5 10.0 $2,600 GASB 73 Roll-Forward Valuation Report – Police and Fire Pension Plan 5.5 2.0 1.0 0.5 9.0 $2,300 Funding Valuation For 2 years of Contributions – General Pension Plan 8.0 2.5 2.0 0.5 13.0 $3,400 Funding Valuation For 2 years of Contributions – Police and Fire Pension Plan 10.0 3.5 2.5 1.0 17.0 $4,300 Approximate Hours
Fixed Fee
Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 795
City of Richmond
Proposal for Actuarial Services

Page 15 ends

Out-of-Scope Work and Billing Rates
Any project work not explicitly outlined in this proposal will be considered out-of-scope.

Should the City request services beyond the scope of this engagement, NCG will first discuss the request in detail and formalize the arrangement through a separate Engagement Letter to ensure transparency and mutual agreement.

Please note that if the data provided requires a significant level of additional preparation or is found to be incomplete at the time of report delivery, such efforts may be deemed out-of-scope and billed accordingly.

The table below outlines NCG’s 2025 hourly billing rates for the City’s dedicated actuarial team. These rates are subject to annual increases to be determined at the start of each calendar year. All projects that fall out of scope will be billed based on actual time and expenses at the current rates in effect during the project. Additionally, a 7% technology fee will apply.

All services will be performed exclusively by NCG’s in-house staff. We do not utilize outside contractors, ensuring direct accountability and consistent quality across all aspects of the engagement.

Team Member 2025 Billing Rate
Sue Simon, Peer Review Vice President $369
Malcolm Merrill, Peer Review Vice President $340
Tina Haugbro, Actuary $286
James Ferreri, Lead Analyst $268
Val Merrill, Project Manager / Data Analyst $175
Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 796
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.

Nicolay Consulting Group, Inc. Jerry Gurule Jerry Gurule Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 797
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: ________________________________________________ Nicolay Consulting Group, Inc. Jerry Gurule [email protected] Nicolay Consulting Group, Inc. 231 Sansome Street, Suite 300 San Francisco, CA 94104 [email protected] Sue Simon Docusign Envelope ID: E03D2770-6243-49FB-9C11-4A0145EFE509 798
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:

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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.

Nicolay Consulting Group, Inc.

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_____________________________
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 Nicolay Consulting Group, Inc.

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

11. HOLD HARMLESS:
a. To the fullest extent permitted by 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.

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_____________________________
money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent. c. The sale, assignment, transfer or 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.

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_____________________________
federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Contract. Where any of these are in conflict, the more stringent requirements will be followed. Contractor’s failure to thoroughly familiarize itself with the aforementioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein.
b. Contractor will immediately notify the City (in no event less than 24 hours) of any incident of death, serious personal injury or substantial property damage that occurs in connection with the performance of this Contract. Contractor will promptly submit to the City a written report of all incidents that occur in connection with this Contract. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Contractor’s employee(s) involved in the incident; (iii) name and address of Contractor’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
c. Contractor acknowledges that the City 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,

Nicolay Consulting Group, Inc.

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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 Nicolay Consulting Group, Inc.

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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:

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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.

Nicolay Consulting Group, Inc.

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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”):

Nicolay Consulting Group, Inc.

None
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EXHIBIT F

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

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

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)
Nicolay Consulting Group, Inc.

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Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT G

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:

Nicolay Consulting Group, Inc.

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DocID #34720v1

CITY OF RICHMOND

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

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

Contractor Name:

Street Address:

City, State, Zip Code:

Contact Person:

Telephone: Email:

Business License No:

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

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

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

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

Department: City Project Manager:

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

Vendor No: Contract No:

Description of Services:

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

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

Finance Jerry Gurule [email protected] (510)620-6591 17077 7720 Actuarial Valuation Services for Closed Pension Plans and OPEB Plans. 1 Nicolay Consulting Group, Inc. 231 Sansome Street, Suite 300 San Francisco, CA 94104 Sue Simon (415) 705-6131 [email protected] 4006-8370 June 24, 2025 July 1, 2025 June 30, 2028 56,800 815
DocID #34720v1 Modified January 14, 2025

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

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

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

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

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

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

By: _______________________________
City Clerk
Approved as to form:

By: _______________________________
City Attorney
[CONTRACTOR NAME]
(*If applicable, the Corporation Chairperson of the
Board, President, or Vice-President should sign
below.)
By: ____________________________________
Title: __________________________________
Date Signed: ____________________________
(*If applicable, the Corporation Chief Financial Officer or Assistant Treasurer, or Secretary or Assistant
Secretary should sign below.)
By: ___________________________________
Title: __________________________________
*(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation or
nonprofit organization, this Contract (1) should be
signed by the Chairperson of the Board, President
or Vice-President and the Chief Financial Officer
or Assistant Treasurer, or Secretary or Assistant
Secretary; (2) should have both signatures
conform to designated representative groups
pursuant to Corporations Code Section 313.)
Nicolay Consulting Group, Inc.
816
DocID #34720v1 Modified January 14, 2025

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

TERM

PAYMENT
LIMIT

SERVICE
PLAN
Paragraph 2 (Term) of the Contract is hereby amended to extend the Contract term. Paragraph 2 of the Contract is amended to read as follows:
"2. Term. The effective date of this Contract is
________________________________________________________ (Insert Contract Effective Date)
and it terminates
________________________________________________________. (Insert new Contract termination date)
unless sooner terminated as provided herein."
Paragraph 3 (Payment Limit) of the Contract is hereby amended to increase the payment limit by $__________________. Paragraph 3 of the Contract is amended to read as follows:
"3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $_____________________ including expenses."
“The City shall not pay for services that exceed the Contract Payment Limit without the prior written approval of the City Council or executed by the City Manager if the total Contract amount does not exceed $10,000 or without the prior approval of the City Council if the total Contract amount is over $10,000.” The Service Plan (Exhibit A) of the Contract is hereby amended to include the following tasks and/or services:
(Insert description of additional tasks/services. Use additional pages if necessary.) ■ 35000 91800 ■
Service plan attached.
817

NICOLAY CONSULTING GROUP
Pension & OPEB Consultants and Actuaries
231 SANSOME STREET SUITE 300 SAN FRANCISCO, CA 94104
TEL: 415.512.5300 FAX: 415.512.5314 WWW.NICOLAYCONSULTING.COM August 24, 2026
Ms. Emily Combs
Director of Finance
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
RE: Amendment to City of Richmond RPOA Negotiations Study Engagement Letter Dear Ms. Combs:

Nicolay Consulting Group ("NCG") and the City of Richmond (the "City") entered into an engagement letter dated March 18, 2026 for actuarial services related to plan design scenarios for the RPOA OPEB Plan in connection with ongoing labor negotiations (the "Original Engagement Letter"). As the project progressed, the City requested additional analyses, revisions, and meeting support beyond the scope originally anticipated.

This Amendment expands the Scope of Services and updates the estimated fees for the engagement.

Except as specifically modified by this Amendment, all other terms and conditions of the Original Engagement Letter remain unchanged.

Amended Scope of Services
The Scope of Services under the Original Engagement Letter is amended to include the following services performed in connection with the RPOA retiree health plan design analysis and labor negotiations:

1. Plan Design Analysis and Revised Modeling
• Develop and evaluate the current $827 monthly retiree health cap and alternative monthly caps of $1,500, $2,500, and $3,039.
• Prepare and revise actuarial liability, Normal Cost, Actuarially Determined Contribution (ADC), asset, funded status, City cash outlay, and long-term projection results for the alternative scenarios. • Evaluate alternative employee contribution methodologies, including illustrative employee contributions based on projected Normal Cost.
• Evaluate alternative funding and trust reimbursement assumptions, including the timing of reimbursements once the plan reaches the applicable funded-status threshold. • Prepare and revise reports, exhibits, and presentation materials communicating the financial impact of the alternative benefit scenarios.

2. Plan Provision Review and Impact Analysis
• Review RPOA MOU provisions and other information provided by the City to clarify the treatment of medical, dental, and vision benefits under the retiree health cap. • Compare the clarified plan provisions with the provisions reflected in the prior actuarial valuation and available information regarding actual benefit administration. • Quantify the actuarial impact of the clarified plan provisions and update the plan design calculations and projections accordingly.
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August 24, 2026

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231 SANSOME STREET SUITE 300 SAN FRANCISCO, CA 94104
TEL: 415.512.5300 FAX: 415.512.5314 WWW.NICOLAYCONSULTING.COM

3. City Council and Labor Negotiation Support
• Meet with City staff to review actuarial results and prepare for discussions with City Council and RPOA representatives.
• Participate in individual meetings with City Council members regarding the RPOA retiree health plan design analysis.
• Participate in the City Council closed session regarding RPOA negotiations. • Prepare for and participate in meetings with RPOA representatives. • Revise presentation materials and supporting analyses to address questions raised by City staff, City Council members, and RPOA representatives and to communicate actuarial results to audiences with varying levels of familiarity with OPEB funding and actuarial concepts.

Fees
Services under the Original Engagement Letter and this expanded Scope of Services will continue to be billed on a time and expense basis in accordance with NCG's applicable hourly rates.

The Original Engagement Letter estimated total fees of $9,000 to $12,000 based on the scope anticipated at that time. Due to the additional plan provision analysis, revised actuarial modeling and projections, presentation development, and City Council and RPOA negotiation support described above, NCG estimates total fees for the engagement to be in the range of $30,000 to $35,000, depending on the level of any additional follow-up, discussion, and refinement requested.

Acceptance
If these amended terms are acceptable, please sign and return this Amendment. We appreciate the opportunity to continue assisting the City.

Nicolay Consulting Group City of Richmond
By: By:

Name: Sue Simon Name: Emily Combs
Title: Vice President Title: Director of Finance
Date: August 24, 2026 Date:
819
820
821
822
823
October 6, 2026
Finance Department
DATE: October 6, 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: Reports of the City’s Investment and Cash Balance, Monthly Overtime, Documentary Transfer Tax, Other
Post-Employment Benefits and Pension for the month of
August 2026
FINANCIAL IMPACT: There is no fiscal impact due to this agenda 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 August 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
August 2026 – Finance Department (Emily Combs
510-620-6740).

AGENDA
REPORT
824
October 6, 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 seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. On July 29, 2026, the Federal Open Market Committee (FOMC), the Federal Reserve body responsible for setting monetary policy, announced its decision to maintain the target range for the federal funds rate at 3.50 percent to 3.75 percent, in support of the Federal Reserve’s dual mandate.

Economic activity is expanding at a solid pace despite elevated uncertainty that owes, in part, to the conflict in the Middle East. Productivity growth and capital investment are strong. Job gains have kept pace with the workforce, and the unemployment rate has changed little. Inflation remains elevated relative to the FOMC 2 percent goal, in part reflecting supply shocks that have driven price increases in certain sectors, including energy.

The FOMC is committed to achieving price stability and will keep monitoring economic conditions closely. The next FOMC meeting is scheduled for Tuesday, September 15, 2026, and Wednesday, September 16, 2026.

Overtime Reports
The overtime reports for the month of August 2026 provides a comparative summary of budgeted overtime to actual overtime usage by department for miscellaneous and 825
October 6, 2026
sworn staff. Year-over-year and month-over-month totals are included for sworn staff (Attachments 2 and 3).

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 September 2026, the City received the documentary transfer tax data report from the County which identified that the tax revenue for August 2026 would total $271,613.00 (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 July 2026, the PARS OPEB account reported a loss of -$294,782.52 for a rate of -

0.44 percent. The 3-month return rate is 2.18 percent, and the annualized return rate for FY 2026-27 will be calculated at 6 months of activity. The PARS Pension account reported a loss of -$53,219.27, for a rate of -0.67 percent. The 3-month return rate is

2.50 percent, and the annualized return rate for FY 2026-27 will be calculated at 6 months of activity.

In June 2026, the CalPERS CERBT account reported quarterly earnings of $1,033,641.45, for a 3-month return rate of 7.00 percent, and the annualized return rate for FY 2025-26 is 14.17 percent based on 4 quarters of activity (Attachment 5).

DOCUMENTS ATTACHED:

Attachment 1 – Investment and Cash Balance Report for August 2026 Attachment 2 – Overtime Report for August 2026
Attachment 3 – Overtime Public Safety Report for August 2026 Attachment 4 – Documentary Transfer Tax Report for August 2026 Attachment 5 – Other Post-Employment Benefits (OPEB) and Pension Report for August 2026
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829
830
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833
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840
841
Overtime Report for August 2026 (Attachment 2)
PERIOD 2, AUGUST 2026
17% Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT GENERAL FUND (summary)400031 OVERTIME/General 2,451,189 2,219 2,453,408 468,817 1,984,591 19%400032 OVERTIME/Sworn 9,860,425 - 9,860,425 2,367,394 7,493,031 24%TOTAL GENERAL FUND 12,311,614 2,219 12,313,833 2,836,211 9,477,621 23% Overtime By Department
CITY CLERK Administration 25,000 1,219 26,219 6,028 20,191 23%CITY ATTORNEY - Administration - 1,000 1,000 214 786 21%COMMUNITY DEVELOPMENTGeneral Plan Code Enforcement 40,000 - 40,000 1,264 38,736 3%FINANCEGeneral Accounting - - - 116 (116) 100%Payroll 28,000 - 28,000 12,240 15,760 44%Revenue Collection 5,000 - 5,000 - 5,000 0%TOTAL FINANCE 33,000 - 33,000 12,356 20,644 37%HUMAN RESOURCESAdministration 1,000 - 1,000 - 1,000 0%POLICE Administration 583,083 - 583,083 102,723 480,360 18%CAD Dispatch System 1,024,059 - 1,024,059 175,173 848,886 17%RM System 4,000 - 4,000 3,764 236 94%Parking Enforcement 15,000 - 15,000 16,714 (1,714) 111%Sworn Administration 6,074,850 - 6,074,850 1,453,542 4,621,307 24%TOTAL POLICE 7,700,992 - 7,700,992 1,751,917 5,949,075 23%FIRE Administration 5,000 - 5,000 379 4,621 8%Sworn Suppression 3,755,023 - 3,755,023 895,580 2,859,443 24%Sworn Prevention 30,552 - 30,552 8,098 22,454 27%Sworn Prv-Chvrn Insp - - - 2,444 (2,444) 100%Sworn Training - - - 7,729 (7,729) 100%TOTAL FIRE 3,790,575 - 3,790,575 914,231 2,876,344 24%

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842
Overtime Report for August 2026 (Attachment 2)
17% Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT OFFICE OF NEIGHBORHOOD SAFETYAdministration 40,000 - 40,000 - 40,000 0%TOTAL ONS 40,000 - 40,000 - 40,000 0%PUBLIC WORKS & ENGINEERING SVCSAdministration - - - 1,130 (1,130) 100%Engineering Services 2,800 - 2,800 - 2,800 0%Stationary Engineers 17,000 - 17,000 958 16,042 6%Building Services 5,000 - 5,000 579 4,421 12%Utility Sections 100,000 - 100,000 9,867 90,133 10%Electric 25,000 - 25,000 12,652 12,348 51%Parks & Landscape Admin 200,000 - 200,000 54,740 145,260 27%Street Sweeping 1,100 - 1,100 922 178 84%Pavement Maintenance 91,447 - 91,447 21,278 70,169 23%Traffic Signs & Lines 40,000 - 40,000 8,746 31,254 22%Equipment Services 20,000 - 20,000 2,756 17,244 14%Abatement Services 75,000 - 75,000 19,711 55,289 26%TOTAL PUBLIC WORKS 577,347 - 577,347 133,340 444,007 23%LIBRARYLibrary Administration 25,000 - 25,000 777 24,223 3%LEAP Division 1,000 - 1,000 - 1,000 0%TOTAL LIBRARY 26,000 - 26,000 777 25,223 3%COMMUNITY SERVICES Recreation Services/Cities of Service 300 - 300 - 300 0%Recreation Administration 400 - 400 2,002 (1,602) 500%Booker T Center 500 - 500 1,196 (696) 239%Nevin Center 1,000 - 1,000 104 896 10%Shields Reid 600 - 600 505 95 84%Recreation Complex 3,000 - 3,000 1,928 1,072 64%Parchester Center 700 - 700 - 700 0%May Valley Center 700 - 700 394 306 56%Recreation DPRC 1,000 - 1,000 151 849 15%Senior Center 500 - 500 - 500 0%Senior Center Annex 500 - 500 464 36 93%

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Overtime Report for August 2026 (Attachment 2)
17% Threshold

ORIGINAL

BUDGET TRANSFERS REVISED BUDGET YTD EXPENDED AVAILABLE BUDGET PCT Aquatics 5,000 - 5,000 1,492 3,508 30%Convention Center 12,000 - 12,000 2,430 9,570 20%Plunge 3,500 - 3,500 157 3,343 4%TOTAL COMMUNITY SERVICES 29,700 - 29,700 10,824 18,876 36%ECONOMIC DEVELOPMENT PROGRAMAdministration 1,000 - 1,000 - 1,000 0%Public Art 2,000 - 2,000 348 1,652 17%TOTAL ECONOMIC DEVELOPMENT 3,000 - 3,000 348 2,652 12% COMMUNITY CRISIS RESPONSE PROGRAM Administration 45,000 - 45,000 4,912 40,088 11% TOTAL GENERAL FUND 12,311,614 2,219 12,313,833 2,836,211 9,477,621 23%

NON-GENERAL FUND
Overtime By Fund
1012 HILLTOP LANDSCAPE MAINT DIST 20,000 - 20,000 4,020 15,980 20% 1015 MARINA BAY LNDSCP & LIGHT DIST 26,312 - 26,312 15,803 10,509 60% 1018 RENT PROGRAM 4,000 - 4,000 - 4,000 0% 1050 CR-PLANNING & BUILDING 9,500 - 9,500 - 9,500 0% 1050 CR-PLANNING & BUILDING 15,000 - 15,000 - 15,000 0% 1055 ENCROACHMENT SVCS 50,000 - 50,000 260 49,740 1% -
1303 KIDS FIRST INITIATIVE 5,000 - 5,000 - 5,000 0% 4001 PORT OF RICHMOND 1,000 - 1,000 - 1,000 0% 4003 WASTEWATER ADMINISTRATION 30,000 - 30,000 2,040 27,960 7% 4003 WASTEWATER PRE-TREATMENT 25,000 - 25,000 2,342 22,658 9%4006 STORMWATER 2,500 - 2,500 260 2,240 10% 4405 RHA-NYSTROM VILLAGE 13,500 - 13,500 - 13,500 0%TOTAL NON-GENERAL FUNDS 201,812 - 201,812 24,726 177,086 12%

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Overtime Public Safety Report for August 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
FY2021-22 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 6,983,641 614,222 750,224 711,221 716,296 638,352 590,269 591,184 632,839 604,515 706,850 661,265 746,305 7,963,543 114.0% (979,902) 663,628.58FY2026-27 Overtime - Sworn 6,074,850 6,074,850 673,150 780,393 23.9% 4,621,307 1,453,542 726,771.19FY2021-22 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 4,481,969 597,372 381,730 262,916 283,051 322,373 344,304 297,158 278,735 275,627 461,208 335,927 402,578 4,242,978 94.7% 238,991 353,581.46FY2026-27 Overtime - Sworn 3,785,575 3,785,575 452,437 461,415 24.1% 2,871,723 913,852 456,925.79 FY2026-27 TOTAL 9,860,425 9,860,425 1,125,586 1,241,808 - - - - - - - - - - 2,367,394 24.0% 7,493,031 1,183,696.98

BUDGET ACTUALS TOTAL

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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 and received $12.8 million, equating to a difference of $812 thousand.

For FY2026-27, the City budgeted $13.4 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 August 2026 Page 846
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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 1,225,231 513,926 627,698 451,532 12,858,868 FY2026-27 365,157 271,613 636,770
$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 FY2026-27 Attachment 4 - Documentary Transfer Tax for August 2026 Page 847
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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
09/08/2026 10:34
For Month: August 2026
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
For Richmond
2026-0081010 08/03/2026 10:19 08/03/2026 10:19:00 $5,740.00 $902.00 $6,642.00 Main Office 2026-0081276 08/03/2026 15:31 08/03/2026 15:31:00 $3,710.00 $583.00 $4,293.00 Main Office 2026-0081360 08/04/2026 09:08 08/04/2026 09:08:00 $5,040.00 $792.00 $5,832.00 Main Office 2026-0081714 08/04/2026 13:32 08/04/2026 13:32:00 $2,912.00 $457.60 $3,369.60 Main Office 2026-0081758 08/04/2026 14:01 08/04/2026 14:01:00 $3,850.00 $605.00 $4,455.00 Main Office 2026-0082316 08/05/2026 13:48 08/05/2026 13:48:00 $3,724.00 $585.20 $4,309.20 Main Office 2026-0082618 08/06/2026 11:20 08/06/2026 11:20:00 $3,850.00 $605.00 $4,455.00 Main Office 2026-0082721 08/06/2026 13:01 08/06/2026 13:01:00 $3,983.00 $625.90 $4,608.90 Main Office 2026-0082883 08/07/2026 08:13 08/07/2026 08:13:00 $2,618.00 $411.40 $3,029.40 Main Office 2026-0083119 08/07/2026 10:37 08/07/2026 10:37:00 $3,290.00 $517.00 $3,807.00 Main Office 2026-0083218 08/07/2026 11:47 08/07/2026 11:47:00 $5,425.00 $852.50 $6,277.50 Main Office 2026-0083395 08/07/2026 14:48 08/07/2026 14:48:00 $2,590.00 $407.00 $2,997.00 Main Office 2026-0083422 08/07/2026 15:16 08/07/2026 15:16:00 $4,410.00 $693.00 $5,103.00 Main Office 2026-0083444 08/07/2026 16:04 08/07/2026 16:04:00 $2,380.00 $374.00 $2,754.00 Main Office 2026-0083989 08/11/2026 08:20 08/11/2026 08:20:00 $665.00 $104.50 $769.50 Main Office 2026-0084039 08/11/2026 09:05 08/11/2026 09:05:00 $3,115.00 $489.50 $3,604.50 Main Office 2026-0084352 08/11/2026 14:00 08/11/2026 14:00:00 $2,380.00 $374.00 $2,754.00 Main Office 2026-0084359 08/11/2026 14:06 08/11/2026 14:06:00 $2,583.00 $405.90 $2,988.90 Main Office 2026-0084753 08/12/2026 09:27 08/12/2026 09:27:00 $2,037.00 $319.55 $2,356.55 Main Office 2026-0084896 08/12/2026 13:30 08/12/2026 13:30:00 $6,510.00 $1,023.00 $7,533.00 Main Office 2026-0084977 08/12/2026 14:02 08/12/2026 14:02:00 $5,110.00 $803.00 $5,913.00 Main Office 2026-0085012 08/12/2026 14:32 08/12/2026 14:32:00 $70.00 $11.00 $81.00 Main Office 2026-0085197 08/13/2026 08:46 08/13/2026 08:46:00 $3,500.00 $550.00 $4,050.00 Main Office 2026-0085262 08/13/2026 10:07 08/13/2026 10:07:00 $5,460.00 $858.00 $6,318.00 Main Office Attachment 4 - Documentary Transfer Tax for August 2026 Page 848
3 of 5
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
09/08/2026 10:34
For Month: August 2026
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2026-0085394 08/13/2026 11:35 08/13/2026 11:35:00 $4,550.00 $715.00 $5,265.00 Main Office 2026-0085594 08/13/2026 16:11 08/13/2026 16:11:00 $2,240.00 $352.00 $2,592.00 Main Office 2026-0085610 08/14/2026 07:58 08/14/2026 07:58:00 $2,800.00 $440.00 $3,240.00 Main Office 2026-0085811 08/14/2026 10:40 08/14/2026 10:40:00 $4,900.00 $770.00 $5,670.00 Main Office 2026-0086041 08/14/2026 15:12 08/14/2026 15:12:00 $13,750.00 $1,210.00 $14,960.00 Main Office 2026-0086382 08/17/2026 11:31 08/17/2026 11:31:00 $2,730.00 $429.00 $3,159.00 Main Office 2026-0086443 08/17/2026 12:31 08/17/2026 12:31:00 $3,605.00 $566.50 $4,171.50 Main Office 2026-0086459 08/17/2026 12:52 08/17/2026 12:52:00 $2,625.00 $412.50 $3,037.50 Main Office 2026-0086560 08/17/2026 14:48 08/17/2026 14:48:00 $3,395.00 $533.50 $3,928.50 Main Office 2026-0086660 08/18/2026 08:13 08/18/2026 08:13:00 $4,550.00 $715.00 $5,265.00 Main Office 2026-0086920 08/18/2026 10:57 08/18/2026 10:57:00 $5,250.00 $825.00 $6,075.00 Main Office 2026-0087538 08/19/2026 12:35 08/19/2026 12:35:00 $4,200.00 $660.00 $4,860.00 Main Office 2026-0088338 08/21/2026 08:11 08/21/2026 08:11:00 $2,380.00 $374.00 $2,754.00 Main Office 2026-0088547 08/21/2026 10:44 08/21/2026 10:44:00 $3,479.00 $546.70 $4,025.70 Main Office 2026-0088553 08/21/2026 10:55 08/21/2026 10:55:00 $3,178.00 $499.40 $3,677.40 Main Office 2026-0088555 08/21/2026 11:00 08/21/2026 11:00:00 $3,696.00 $580.80 $4,276.80 Main Office 2026-0088703 08/21/2026 12:57 08/21/2026 12:57:00 $1,967.00 $308.55 $2,275.55 Main Office 2026-0089266 08/24/2026 13:37 08/24/2026 13:37:00 $4,550.00 $715.00 $5,265.00 Main Office 2026-0089576 08/25/2026 09:27 08/25/2026 09:27:00 $4,060.00 $638.00 $4,698.00 Main Office 2026-0089603 08/25/2026 10:36 08/25/2026 10:36:00 $5,474.00 $860.20 $6,334.20 Main Office 2026-0090232 08/26/2026 09:51 08/26/2026 09:51:00 $2,905.00 $456.50 $3,361.50 Main Office 2026-0090366 08/26/2026 11:50 08/26/2026 11:50:00 $2,891.00 $454.30 $3,345.30 Main Office 2026-0090722 08/27/2026 09:11 08/27/2026 09:11:00 $2,870.00 $451.00 $3,321.00 Main Office 2026-0090926 08/27/2026 12:53 08/27/2026 12:53:00 $4,053.00 $636.90 $4,689.90 Main Office 2026-0090938 08/27/2026 13:21 08/27/2026 13:21:00 $420.00 $66.00 $486.00 Main Office 2026-0091512 08/28/2026 12:07 08/28/2026 12:07:00 $2,275.00 $357.50 $2,632.50 Main Office Attachment 4 - Documentary Transfer Tax for August 2026 Page 849
4 of 5
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
09/08/2026 10:34
For Month: August 2026
Document No. Recording Date/Time Transaction Date/Time Action City Split County Split Transfer Tax Total Location
2026-0091518 08/28/2026 12:44 08/28/2026 12:44:00 $6,475.00 $1,017.50 $7,492.50 Main Office 2026-0091559 08/28/2026 13:15 08/28/2026 13:15:00 $3,710.00 $583.00 $4,293.00 Main Office 2026-0091562 08/28/2026 13:19 08/28/2026 13:19:00 $2,205.00 $346.50 $2,551.50 Main Office 2026-0091638 08/28/2026 13:42 08/28/2026 13:42:00 $4,305.00 $676.50 $4,981.50 Main Office 2026-0091641 08/28/2026 13:47 08/28/2026 13:47:00 $4,445.00 $698.50 $5,143.50 Main Office 2026-0091932 08/31/2026 11:07 08/31/2026 11:07:00 $2,415.00 $379.50 $2,794.50 Main Office 2026-0091954 08/31/2026 11:13 08/31/2026 11:13:00 $4,900.00 $770.00 $5,670.00 Main Office 2026-0091962 08/31/2026 11:14 08/31/2026 11:14:00 $5,530.00 $869.00 $6,399.00 Main Office 2026-0092028 08/31/2026 11:29 08/31/2026 11:29:00 $1,400.00 $220.00 $1,620.00 Main Office 2026-0092032 08/31/2026 11:30 08/31/2026 11:30:00 $1,680.00 $264.00 $1,944.00 Main Office 2026-0092034 08/31/2026 11:32 08/31/2026 11:32:00 $3,528.00 $554.40 $4,082.40 Main Office 2026-0092066 08/31/2026 11:58 08/31/2026 11:58:00 $1,400.00 $220.00 $1,620.00 Main Office 2026-0092069 08/31/2026 11:59 08/31/2026 11:59:00 $1,715.00 $269.50 $1,984.50 Main Office 2026-0092074 08/31/2026 12:11 08/31/2026 12:11:00 $1,400.00 $220.00 $1,620.00 Main Office 2026-0092095 08/31/2026 12:39 08/31/2026 12:39:00 $21,250.00 $1,870.00 $23,120.00 Main Office 2026-0092121 08/31/2026 13:00 08/31/2026 13:00:00 $1,400.00 $220.00 $1,620.00 Main Office 2026-0092173 08/31/2026 13:58 08/31/2026 13:58:00 $15,000.00 $1,320.00 $16,320.00 Main Office 2026-0092199 08/31/2026 14:23 08/31/2026 14:23:00 $5,110.00 $803.00 $5,913.00 Main Office Total For Richmond $271,613.00 $39,223.80 $310,836.80
Attachment 4 - Documentary Transfer Tax for August 2026 Page 850
5 of 5
OPEB and Pension Returns for August 2026 (Attachment 5) Account Frequency Beg. Balance Contributions Interest Gain(Loss) Fees End Balance Rate PARS-OPEB Monthly 66,718,926.06 42,125.00 (294,782.52) (16,999.53) 66,449,269.01 -0.44% 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 15.05%
Annualized Returns
City of Richmond
City of Richmond Finance Department
PARS-OPEB Summary 450 Civic Center Plaza
Period Ending July 31, 2026 Richmond, CA 94804
(510) 620-6740

1.90%

2.25%

1.36%

0.45% 0.29%

1.73% 1.74%
-4.38%

5.75%

2.73%
-0.10%
-0.44%

5.85%

4.90%

5.61%

4.11%

2.11%

2.48%

3.80%
-1.03%

2.88%

3.88%

8.53%

2.18%
-6.00%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%
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
May-26
FY2026
Jun-26
FY2026
Jul-26
FY2027
PARS-OPEB Return Rates
1-Month Return
3-Month Return

Page 1 of 3 ends

OPEB and Pension Returns for August 2026 (Attachment 5) Account Frequency Beg. Balance Contributions Interest Gain(Loss) Fees End Balance Rate PARS-Pension Monthly 7,202,988.71 1,215,081.00 (53,219.27) (1,837.20) 8,363,013.24 -0.67% FY 2025 7.68%
FY 2026 18.33%
Annualized Returns
City of Richmond
City of Richmond Finance Department
PARS-Pension Summary 450 Civic Center Plaza
Period Ending July 31, 2026 Richmond, CA 94804
(510) 620-6740

2.48% 2.65%

1.42%

0.51% 0.36%

2.34% 1.70%
-4.60%

7.13%

3.20%
-0.01%
-0.67%

5.12% 5.37%

6.69%

4.64%

2.30%

3.23%

4.45%
-0.71%

3.94%

5.47%

10.55%

2.50%
-6.00%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%
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
May-26
FY2026
Jun-26
FY2026
Jul-26
FY2027
PARS-Pension Return Rates
1-Month Return
3-Month Return

Page 2 of 3 ends

OPEB and Pension Returns for August 2026 (Attachment 5) Account Frequency Beg. Balance Disbursements Contributions Interest Gain(Loss) Fees End Balance Rate CalPERS-CERBT Quarterly 14,773,482.14 0.00 285,634.57 1,033,641.45 (2,741.45) 16,090,016.71 7.00% 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 14.17%
Annualized Returns
City of Richmond
City of Richmond Finance Department
CalPERS-CERBT Summary 450 Civic Center Plaza
Quarter Ending June 30, 2026 Richmond, CA 94804
(510) 620-6740
-4.39%

10.60%

2.31%

0.47%

7.83%
-3.94%

1.37%

5.48%

4.82%

1.43%

0.37%

7.00%
-6.00%
-4.00%
-2.00%

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

12.00%
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
Apr-Jun 2026
FY2026
CalPERS-CERBT Return Rates
3-Month Return

Page 3 of 3 ends

Page 1 of 3 ends

October 6, 2026
Finance Department
DATE: October 6, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Shasa Curl, City Manager
Nickie Mastay, Deputy City Manager
Emily Combs, Director of Finance
Mubeen Qader, Deputy Director of Finance
Jerry Gurule, Accounting Manager
Avinesh Nadan, Finance Manger II
Subject: Reallocation of American Rescue Plan Act (ARPA) Budget
FINANCIAL IMPACT: The proposed reallocation of $199,776.15 is included within the approved American Rescue Plan Act (ARPA)
allocation. This action increases the Street Paving
project’s ARPA budget from $2,144,834.00 to
$2,344,610.15 and decreases the North Richmond Pump
Station project’s ARPA budget from $1,068,152.15 to
$868,376.00. All funds remain within the City’s existing ARPA award and comply with federal guidelines for
reclassifying obligated but unexpended funds. There is
no impact on the General Fund.

PREVIOUS COUNCIL
ACTION:

October 15, 2024

STATEMENT OF THE
ISSUE:

The North Richmond Pump Station project was
completed under budget, leaving $199,776.15 in
unexpended American Rescue Plan Act (ARPA) State
and Local Fiscal Recovery Funds. City staff propose to
reallocate the remaining funds to the City’s Street Paving project, which had an eligible obligation in place before the December 31, 2024, federal obligation deadline and
has eligible project costs exceeding its current ARPA
allocation. Approval of the reallocation will allow the City to apply the remaining funds toward eligible street paving AGENDA
REPORT
854

Page 2 of 3 ends

October 6, 2026
costs and support full expenditure of ARPA funds by the December 31, 2026, federal deadline.

RECOMMENDED ACTION: ADOPT a resolution to APPROVE the reallocation of $199,776.15 in unspent American Rescue Plan Act
(ARPA) funds from the North Richmond Pump Station
project to the Street Paving project, increasing the Street Paving ARPA budget to $2,344,610.15, and decreasing
the North Richmond Pump Station ARPA budget to
$868,376.00 – Finance Department (Mubeen Qadar 510-
412-2077/Avinesh Nadan 510-621-1610).

DISCUSSION:

The American Rescue Plan Act (ARPA) established the Coronavirus State and Local Fiscal Recovery Funds (SLFRF) program to provide fiscal assistance to state and local governments. Under U.S. Department of the Treasury requirements, recipients were required to obligate SLFRF funds for eligible uses by December 31, 2024. For most eligible uses, obligated funds must be expended by December 31, 2026.

Treasury guidance allows recipients to reclassify SLFRF funds after December 31, 2024, obligation deadline when funds previously obligated to one activity are no longer needed for that activity. To qualify for reclassification, the receiving project must be an eligible use of SLFRF funds, and the recipient must have incurred an obligation for that project by December 31, 2024. Treasury defines an obligation to include an order placed for property or services, entry into a contract, or a similar transaction requiring payment.

The North Richmond Pump Station project has been completed under budget, resulting in an available ARPA balance of $199,776.15. City staff propose reallocating this balance to the City’s Street Paving project.

The Street Paving project had existing obligations in place prior to December 31, 2024, deadline. The City executed a contract with Martin Marietta Materials, Inc. in July 2023 and issued a purchase order on September 12, 2024. Eligible project costs exceed the amount of ARPA funding currently allocated to the project. The project remains active and has not been closed out.

Analysis
The proposed reallocation is consistent with U.S. Department of the Treasury guidance governing SLFRF funds. The North Richmond Pump Station project has been completed with unexpended ARPA funds, while the Street Paving project had an eligible 855

Page 3 of 3 ends

October 6, 2026
obligation in place before the December 31, 2024, obligation deadline and continues to incur eligible project costs.

The City has documentation supporting the obligation and proposed reclassification, including the executed contract, purchase order, and applicable project budget records.

Upon approval, the City will increase the Street Paving purchase order to support the purchase of asphalt materials associated with the existing project.

Reallocating the remaining $199,776.15 from the completed North Richmond Pump Station project to the Street Paving project will allow the City to apply previously obligated ARPA funding toward eligible costs while complying with applicable federal expenditure requirements.

Conclusion
The proposed reallocation of $199,776.15 in ARPA SLFRF funds from the completed North Richmond Pump Station project to the Street Paving project is consistent with U.S. Department of the Treasury guidance permitting the reclassification of obligated but unexpended funds to another eligible project for which an obligation was incurred by December 31, 2024. The reallocation will support eligible Street Paving project costs and assist the City in fully expending its remaining SLFRF funds by the applicable federal deadline.

DOCUMENTS ATTACHED:

Attachment 1 - ARPA Reallocation Guidance Memo from Witt O’Brien’s Attachment 2 – Resolution Approving Reallocation of ARPA Funds 856
MEMO
To: The City of Richmond
From: Witt O’Brien’s
Date: August 13, 2026; revised August 24, 2026; revised August 25, 2026 Re: ARPA Reallocation Guidance
____________________________________________________________________________________________ Background
Treasury required that all American Rescue Plan State and Local Fiscal Recovery (ARPA SLFRF) funds be obligated by December 31, 2024. In November 2023, Treasury published guidance that outlined the following limited and specific ways that ARPA SLFRF funds could be reallocated after the obligation deadline.

1. To replace contracts necessary to complete work that was originally obligated by the deadline but now needs a new contractor due to a contractor going out of business, nonperformance, or similar a similar circumstance.1

2. To cover cost increases as outlined in FAQ 17.16.2

3. To reclassify funds that were obligated by the deadline but ultimately not expended on an eligible activity. Reclassification must be from the original activity to another project that would be eligible under the SLFRF program rules, including the requirement that the recipient incurred an obligation by December 31, 2024, to expend funds on the activity.3 This includes use of funds to pay for “any permissible upward cost adjustments in other contracts or subawards”.
4 4. To cover the cost of amendments to contracts if the amended contract is within substantially the same scope and for substantially the same purpose as the contract that was incurred by December 31, 20245
Those funds that are reclassified after the obligation deadline will still need to adhere to the expenditure deadline of December 31, 2026.6
City of Richmond Reallocation Proposal
The North Richmond Pump Station project was completed under budget and has a remaining balance of $199,776.15. The City of Richmond wishes to reallocate the available funds to another ARPA project, Street Paving Management, which has incurred costs greater than its ARPA allocation. 1 State and Local Fiscal Recovery Funds Frequently Asked Questions, FAQ 17.17, p. 103. 2 State and Local Fiscal Recovery Funds Frequently Asked Questions, FAQ 17.19, p. 104. 3 State and Local Fiscal Recovery Funds Frequently Asked Questions, FAQ 17.19, p. 104. 4 State and Local Fiscal Recovery Funds Frequently Asked Questions, FAQ 17.19, p. 104. 5 State and Local Fiscal Recovery Funds Frequently Asked Questions, FAQ 17.16, p.101 6 State and Local Fiscal Recovery Funds: Obligation IFR Quick Reference Guide:
https://home.treasury.gov/system/files/136/Obligation_Interim_Final_Rule_Quick_Reference_Guide_2023.p df
857
The current ARPA allocation for Street Paving Management is $2,144,834; however, the project has eligible costs that exceed its current ARPA allocation. Moreover, Martin Marietta Materials, Inc., the contractor associated with the Street Paving Management project, has a total budget of ten million dollars. The contract was finalized, and the funds were obligated by July 2023, well before the obligation deadline. The City’s strategy is to move ARPA funding from the North Richmond Pump Station and move it to the ARPA PO tied to the Martin Marietta contract associated with Street Paving Management.

The following table outlines the adopted budgets and amount to be reallocated from AR240-North Richmond Pump Station to 01A05-Street Paving Management.

Project Name Adopted Budget Reallocation Amount Final Budget AR40-North Richmond
Pump Station $1,068,152.15 ($199,776.15) $868,376.00
01A05-Street Paving Management $2,144,834.00 $199,776.15 $2,344,610.15 The City of Richmond intends to seek the approval of City Council to proceed with the reallocation, which changes the original adopted ARPA budget.

Eligibility Considerations
Any Reallocation action taken by the County must account for Treasury requirements, including the following:
• The obligation deadline of December 31, 2024, has passed. Funds must be expended to a previously obligated project that is active and has not been closed out. • The active, obligated project must have eligible costs. o For example, expenditures that were paid with another funding source (i.e., General Fund, ESD Enterprise Fund) while keeping Federal/ARPA eligibility intact. • Following Treasury’s guidance, an obligation means “an order placed for property and services and entering into contracts, subawards, and similar transactions that require payment.”7
o In addition to the executed contract, leverage purchase orders, and encumbrance details from MUNIS to demonstrate costs incurred.
• There will be no general closeout period, and all funds must be liquidated by the expenditure deadline of December 31, 2026, except for administrative funds. • Ideally, projects must be completed by the end of the period of performance (December 31, 2026). If projects continue beyond that period, Treasury will require additional reporting on the status of those projects until completion.
7 State and Local Fiscal Recovery Funds Frequently Asked Questions, FAQ 17.1, p.93. 858
• The City of Richmond must ensure the funding being re-obligated to the Martin Marietta contract will not substantially change the scope of work.8 • The City of Richmond takes responsibility for all final decisions related to the eligibility of the reallocation of funds.
8 State and Local Fiscal Recovery Funds Frequently Asked Questions, FAQ 17.16, p.101 859
Conclusion
The reallocation of ARPA funding from the North Richmond Pump Station projects to Street Pacing Management is likely an eligible activity. Street Paving Management is an ARPA eligible project with costs exceeding the current ARPA allocation. The Martin Marietta Materials, Inc. contract for the project was executed on July 1, 2023, before the final obligation deadline of December 21, 2024. The City of Richmond should document the obligation and costs incurred for Street Paving Management with the contract, corresponding purchase orders/encumbrance details, and when possible, associated project budgets.
860
Attachment 2 – Resolution Approving Reallocation of ARPA Funds Reso. No. _____

Page 1 of 3 ends

RESOLUTION NO. ______

A RESOLUTION OF THE COUNCIL OF THE CITY OF RICHMOND,

CALIFORNIA, APPROVING REALLOCATION OF THE AMERICAN RESCUE

PLAN ACT (ARPA) FUNDS
WHEREAS, the City of Richmond has received an allocation of $27,740,723 in relief funds from the ARPA; and
WHEREAS, the City Council has appropriated $27,740,723 of ARPA Funds; and WHEREAS, Treasury guidance requires all ARPA Funds must be fully obligated by December 31, 2024 and expended by December 31, 2026; and
WHEREAS, the North Richmond Pump Station project was completed under budget, resulting in a remaining balance of $199,776.15 in ARPA funds; and WHEREAS, the Street Paving Management project is an ARPA obligated project with costs exceeding its current ARPA allocation, and the contract with Martin Marietta Materials, Inc. was executed prior to the obligation deadline; and
WHEREAS, Federal guidance allows for the reclassification of obligated but unexpended ARPA funds to other eligible projects, provided the recipient incurred an obligation by the deadline and the project remains active and eligible; and
WHEREAS, the City of Richmond intends to reallocate $199,776.15 in unspent ARPA funds from the North Richmond Pump Station project to the Street Paving Management project, thereby increasing the Street Paving ARPA budget and decreasing the North Richmond Pump Station ARPA budget; and
WHEREAS, the City Council approval is required to proceed with the reallocation and to amend the revised ARPA budget allocation previously approved on October 15, 2024; and NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Richmond finds the above recitals true and correct; and
BE IT FURTHER RESOLVED, that the City Council hereby approves the reallocation of $199,776.15 in unspent ARPA funds from the North Richmond Pump Station project to the Street Paving project, increasing the Street Paving Project ARPA budget to $2,344,610.15, and decreasing the North Richmond Pump Station ARPA budget to $868,376.00, and the budget amendment, and related encumbrance reallocation shall be effected in FY 2025-26; and BE IT FURTHER RESOLVED, that the final revised ARPA Allocation shall be as follows:

Project Previous
Allocation
Amendment Revised
Allocation
Blue/Green New Deal & Just Transition 300,000 300,000
Community Needs Assessment 215,642 215,642
Ferry Point Dornan Pump Station 731,848 731,848
MLK Park Turf Field 150,000 150,000
Nevin Community Center – HVAC 10,250 10,250
861
Attachment 2 – Resolution Approving Reallocation of ARPA Funds Reso. No. _____

Page 2 of 3 ends

Improvements
Nevin Plaza Housing Project 1,750,000 1,750,000
Recreation Center Administration – HVAC
Improvements
25,025 25,025
Unhoused Flex Funds 50,000 50,000
ADA Misc. Sidewalk Rehabilitation 2,360,094 2,360,094
ARPA Technical Assistance 423,800 423,800
Booker T. Anderson Community Center –
HVAC Improvements
429,821 429,821
Infrastructure: Booker T. Anderson Center 748,573 748,573 Library Infrastructure Grant Match 2,043,306 2,043,306
Nystrom Village 2,000,000 2,000,000
Richmond Rapid Respond Fund (Direct Rent
Relief Disbursements)
1,000,000 1,000,000
Small Business Support 652,137 652,137
Soccer Fields/Restrooms/Parks 7,703,008 7,703,008
Tenant Protection & Rental Assistance 1,984,233 1,984,233 Youthworks 1,200,000 1,200,000
North Richmond Pump Station 1,068,152 (199,776) 868,376 Infrastructure: Stormwater 750,000 750,000
Street Paving 2,144,834 199,776 2,344,610
Allocations Total
(Council Approved)
$27,740,723 $27,740,723
******************
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 October 6, 2026, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:
862
Attachment 2 – Resolution Approving Reallocation of ARPA Funds Reso. No. _____

Page 3 of 3 ends

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 October 6, 2026.
_______________________________________
Pamela Christian, Clerk of the City of Richmond
863

Page 1 of 3 ends

October 6, 2026
Human Resources
DATE: October 6, 2026
TO: Mayor Martinez and Members of the City Council
FROM: Nickie Mastay, Deputy City Manager – Internal Services Sharrone Taylor- Director of Human Resources
SUBJECT: Contract with Cooperative Personnel Services HR Consulting
FINANCIAL IMPACT: The proposed $50,000 expenditure is included within the approved Fiscal Year 2026-2027 budgets for the Human
Resources, Fire, and Police Departments. Costs will be
distributed among the respective departmental budgets,
and no additional appropriation is requested as part of this action (Account Strings: 01181016-400216;
01181016-400201; 01204022-400201).

PREVIOUS COUNCIL
ACTION:

None.

STATEMENT OF THE
ISSUE:

The Human Resources Department requires continued
support from Cooperative Personnel Services HR
Consulting (CPS) for current and upcoming promotional
recruitment and related human resources services. A Fire Department promotional recruitment was already
scheduled as the prior contract term concluded, creating a need to maintain continuity and avoid disruption. The proposed contract will also provide as-needed
recruitment, training, coaching, facilitation, and consulting services.

RECOMMENDED ACTION: APPROVE a sole-source contract with Cooperative Personnel Services HR Consulting for departmental
promotional recruitments and City-wide training,
coaching, facilitation, consulting, and high-level
recruitment services, as needed, in an amount not to
exceed $50,000, with a term ending June 30, 2028-
AGENDA
REPORT
864

Page 2 of 3 ends

October 6, 2026
Human Resources (Nickie Mastay/Sharrone Taylor 510-
620-6602).

DISCUSSION:

Cooperative Personnel Services HR Consulting (CPS) provides recruitment, examination, training, facilitation, and human resources consulting services to public agencies. The City of Richmond has utilized CPS for several years for specialized recruitment and related human resources services.

As the prior contract term concluded on June 30, 2026, a Fire Department promotional recruitment was already scheduled to begin. To maintain continuity and avoid disruption to the recruitment process, the Human Resources Department is requesting a new contract with CPS. The contract will also allow the City to utilize CPS for additional departmental promotional recruitments, high-level recruitments, training, coaching, facilitation, and consulting services as needed.

CPS provides specialized examination and recruitment services, including administration of examinations, development of practical and scenario-based exercises, preparation of assessment center materials, orientation of candidates and assessors, examination scoring, candidate feedback, and related recruitment support. CPS also provides training, facilitation, and consulting services that may be used to support organizational and workforce needs.

Sole Source Procurement
A sole-source procurement is recommended based on CPS’s specialized expertise and the need to maintain continuity for recruitment activities that were already scheduled at the conclusion of the prior contract term. CPS has an established working relationship with the City and familiarity with the City’s recruitment processes. Continuing with CPS will allow the Human Resources Department to proceed with current Fire Department promotional recruitments without disruption while retaining access to specialized recruitment, examination, facilitation, and consulting services as needed.

RECOMMENDATION:

City staff recommend that the City Council approve a $50,000 sole-source contract with Cooperative Personnel Services HR Consulting (CPS) to support current and asneeded recruitment, facilitation, training, coaching, and consulting services. The solesource procurement is justified by the specialized nature of the services and the need to maintain continuity for recruitment activities already underway. Approval will allow the Human Resources Department to proceed with Fire Department promotional recruitments, support additional high-level recruitments as needed, and access CPS’s specialized facilitation and consultation services.
865

Page 3 of 3 ends

October 6, 2026
DOCUMENTS ATTACHED:

Attachment 1 – Original Contract
Attachment 2 – Sole Source
866

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:

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

Human Resources Sharrone Taylor [email protected] (510) 620-6803 2276 8093 Recruitments as needed to include 360 performance evaluation for City Manager CPS HR Consulting 2450 Del Paso Road, Suite 220 Sacramento, CA 95834 Melissa Asher (916) 471-3358 [email protected] 4000 9274 Joint Powers Authority October 6, 2026 June 30, 2028 50,000.00 26/27 50,000.00 867

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:

EXHIBIT A

CALIFORNIA
TEXAS

COLORADO
OHIO

PROPOSAL
City of Richmond
360 Performance Evaluation for City Manager
Revised Date: August 4, 2026
Submitted by:

Melissa Asher
Chief of Client Services
CPS HR Consulting, 2450 Del Paso Road, Suite 220, Sacramento, CA 95834 P: (916) 471-3358, [email protected]
Tax ID: 68-0067209
www.cpshr.us
870
2450 Del Paso Road, Suite 220 Sacramento, CA 95834 www.cpshr.us Tax ID: 68-0067209 Table of Contents
Letter of Interest......................................................................................1 Business Background .............................................................................2 Overview of CPS HR Consulting ............................................................. 2 Capacity and Stability............................................................................. 3 Proposer Team........................................................................................4 Relevant Experience..............................................................................6 Workplan, Approach, and Methodology ..........................................8 References............................................................................................10 Deliverables...........................................................................................12 Price Proposal .......................................................................................13 Sample Work Product (Confidential)................................................15 871
Proposal to City of Richmond
360 Performance Evaluation for City Manager
Page | 1
Letter of Interest
August 4, 2026
Sharrone Taylor, Director of Human Resources
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
CPS HR Consulting (CPS HR) is pleased to submit this revised proposal to the City of Richmond (City) to assist with the City Manager’s annual performance evaluation process. CPS HR understands that the City has an established contractual evaluation process that includes Council completion of the ICMA City Manager Performance Evaluation Form, assessment of prior goals and objectives, establishment of goals and objectives for the upcoming evaluation period, facilitated closedsession discussions, preparation of a preliminary written evaluation, City Manager review and comment, and delivery of a final written evaluation. CPS HR’s role will be to serve as the outside facilitator, support the City in following the established process, and integrate the required 360 review component in a manner that aligns with the contract, preserves confidentiality, and produces practical feedback for the City Council and City Manager.

CPS HR has been assisting organizations with the full spectrum of talent management needs for 40 years. Our core competency is our knowledge of and expertise in the public sector. We are uniquely qualified to undertake this important effort because of our extensive resources and experience in performance management, organizational assessment, analysis, action planning, implementation and education in local government. As a public agency, we understand the challenges and issues facing our client base. As a self-supporting public entity, we also understand the need for innovative yet practical solutions. CPS HR provides unique expertise because we share a common perspective with clients.

ORGANIZATION IDENTIFICATION INFORMATION
Legal Name and DBA Cooperative Personnel Services dba CPS HR Consulting Main Office 2450 Del Paso Road, Suite 220, Sacramento, CA 95834 *Primary location from which services will be conducted Main Phone (800) 822-4277
Proposal Content Contact Sara Randazzo, Manager, Organizational Strategy (916) 471-3131; [email protected]
Person Authorized to Bind into Contract Melissa Asher, Chief of Client Services (916) 471-3358; [email protected]
Thank you for the opportunity to submit this proposal. This proposal shall remain valid for a period of ninety (90) days from the due date of 8/4/2026. If you have any questions or need more information, please contact me at the information provided in the preceding table.

Sincerely,
Melissa Asher, Chief of Client Services
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Business Background
Overview of CPS HR Consulting
CPS HR is a client-focused human resources and management consulting firm dedicated to addressing the unique challenges faced by government and non-profit organizations. Founded in 1985, we have earned a reputation as a trusted advisor by leveraging our in-depth public sector expertise to deliver practical, results-driven solutions. As a Joint Powers Authority, we are a self-supporting government agency exclusively serving public entities. This gives us a distinct advantage in understanding and meeting the specific needs of clients across all levels of government, including Federal, State, Local, Special Districts, Higher Education and Non-Profit organizations.

Our unwavering commitment to delivering an unparalleled client experience is built on our comprehensive knowledge of the complexities within the public and non-profit sectors. We assist organizations in attracting, hiring, retaining, and motivating top talent, essential for driving organizational excellence in alignment with their vision.

With more than 100 full-time employees and a network of 200+ project consultants and technical experts across the nation, CPS HR has partnered with more than 2,700 public and non-profit clients throughout the United States.

Headquartered in Sacramento, CA, with regional offices in Texas, Colorado, Ohio, and Southern California, we are strategically positioned to support your organization's growth and help your employees fulfill the promise of public service.

Client Focused
We help clients succeed by:
 Understanding Their Goals: We listen to your needs, understand your business, and focus on achieving your desired outcomes.
 Unlocking New Perspectives: Together we explore new ideas, expand possibilities, and consider the broader impact on those you serve.
 Bringing Solutions to Life: We put plans into action, making strategies operational and effective.  Empowering Their Growth: Provide you with the tools and knowledge to elevate performance and expand capabilities for your organization and those you serve.

Joint Powers Authority
Cooperative Personnel Services, doing business as CPS HR Consulting, is a national firm and is a governmental Joint Powers Authority (JPA) of the State of California. CPS HR occupies a unique position among its competitors in the field of government consulting; as a JPA, whose charter mandates that we serve only public sector clients, we actively serve all government sectors including Federal, State, Local, Special Districts, and Non-Profit organizations. This singular position provides CPS HR with a systemic and extensive understanding of how each government sector is inter-connected to each other and to their communities. That understanding, combined with our knowledge of public and private sector best practices, translates into meaningful and practical solutions for our clients’ operational and business needs.

CPS HR is based in Sacramento, California. Our Chief Executive Officer (CEO) reports to a Board of Directors representing diverse public sector agencies across the nation. The following executive staff report to our CEO: Chief Financial Officer, Chief Human Resources Officer, Chief Information Officer, Chief of Marketing and Business Development Director, and two Chief of Client Services.
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Organizational Chart
Capacity and Stability
Financial Stability
As a public agency, CPS HR understands that we are stewards and are responsible and accountable for managing resources well and that financial resources are effectively allocated to achieve goals and objectives. Our pricing reflects this understanding of public and financial stewardship as we endeavor to price our products and services to deliver maximum value.

CPS HR maintains significant reserves (in excess of $13 million as of February 2026) in order to maintain long‐term business continuity and ensure client obligations are always met. There are no financial conditions that might impede our ability to complete the services we are proposing for this project.

Litigation
CPS HR does not have any financial problems, including bankruptcy, pending litigation, planned office closures, impending merger, license transferring, etc. that may affect our ability to perform contractually. We are not suspended or otherwise declared ineligible to contract by any federal, state or local public agency. There is no existing or potential conflict of interest between the scope of work required by the City and our other business activities. 874
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Proposer Team
Key Personnel Qualifications
CPS HR has a strong and uniquely qualified team of professionals to assist the City. We are committed to meeting the highest professional standards of quality; therefore, team members have been selected for their relevant experience and professional maturity in dealing with project environments such as this. The assigned team members have an extensive collective knowledge of City, County, and State governance, goal setting, executive performance management and performance evaluations for contract employees.

Project Manager Resume
Sara Randazzo, M.A., Organizational Strategy Unit Manager Sara has over 20 years of consulting experience in business transformation, organizational strategy, and community and employee engagement with the public sector. She specializes in helping leaders drive complex initiatives across state, local, and international governments. Sara has experience in strategic planning, organizational assessment, business process improvement and technology modernization, succession planning, and performance management. She combines empathetic listening with data-driven precision to maximize the relationship between people, process, and technology.

Employment History
 Organizational Strategy Unit Manager, CPS HR Consulting  Senior Vice President Client Delivery, HiPER Solutions  Client Executive, HiPER Solutions
 Communications Director, PCRC
 Mediation, Facilitation, and Training Programs Manager, PCRC Professional Experience
 Partnering with government, non-profit, and Fortune 500 companies to align workforce and organizational strategy with business objectives to accelerate collaboration, shorten project completion timelines, increase staffing capacity, and reduce technical fallouts.
 Leading strategic planning, organizational assessment, community engagement, and training for city and county governments, and non-profits.
 Designing Performance Management models that improve employee engagement and department output.  Leading risk analysis and organizational assessment for the International Criminal Court in Bosnia and Herzegovina to increase witness participation and operational efficiencies.  Developing and deploying qualitative and quantitative organizational needs assessments resulting in actionable recommendations, coaching and guidance throughout implementation.  Leading statewide evaluation, strategy, and training for law enforcement and county courts on business process improvements to increase sensitivity and awareness of survivor needs.

Education and Certifications
 M.A., Psychology, International Disaster & Global Mental Health, University of Denver  B.A., Psychology/Education, Skidmore College
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Project Consultant Resume
Kammy R. Haynes, Ph.D., Project Consultant
Dr. Haynes is the CEO of her own company and a Project Consultant and Trainer with CPS HR Consulting with more than 25 years of experience of enhancing organizational success with performance-focused solutions that increase employee engagement, productivity, managerial and leadership capabilities, and improve cross-functional relationships.

Recent CPS HR project work included succession planning for the Eastern Municipal Water District and West Bay Sanitary District, a Performance Management Redesign for the Bay Area Air Quality Management District and the Port of Oakland, and an organizational effectiveness audit for the City of Gardena.

Employment History
 Project Consultant, CPS HR Consulting
 Instructor, University of Massachusetts Global
 President, Inside the Bottomline, Bullhead City, AZ
 Human Resource Consultant, Southern California Edison, Rosemead, CA Professional Experience
Executive/Officer Evaluation:
 American Civil Liberties Union of Southern California Performance Management Systems:
 Bay Area Air Quality Management District
 Port of Oakland
Succession Planning:
 Eastern Metropolitan Water District
 Port of Oakland
 West Bay Sanitary District
Organizational Assessment:
 City of Gardena
 City of Pleasanton
 Los Angeles County Development Agency
Strategic Planning & Implementation Planning:
 City of San Bernardino
 Los Angeles County Human Resources Department
 Port of Long Beach
Employee Engagement Survey – Action Planning:
 City of Menlo Park
Education
 Ph.D., Industrial-Organizational Psychology, Texas A&M University, College Station, TX  B.A., Psychology, San Diego State University, San Diego, CA 876
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Point of Contact
Ms. Sara Randazzo, the project manager, will be the primary point of contact during the project lifetime.

Name/Title: Sara Randazzo, Manager, Organizational Strategy Phone/Email: (916) 471-3131 / [email protected]
Subcontractors
Each of our team members has broad and deep experience in public sector evaluation consulting services, therefore, we do not have the need to include any subcontractors on this project.

Relevant Experience
Recent Projects List
Following is a list of our recent clients that received similar services to those requested by the City.

Project 1:

Client: Bay Area Air Quality Management District, CA
Service Conducted: Performance Management Redesign
Contacts: Hyacinth “Hy” Hinojosa, Deputy Executive Officer of Finance and Administration / Lisa Baker, Director of Human Resources
Dates of Service: December 2023-December 2024
Team Member Assigned: Kammy Haynes, Lead Project Consultant Project Description: Revised an outdated and cumbersome performance evaluation process for executives, managers, and employees with relevant competencies and increased engagement practices.

Project 2:

Client: Arvada Fire Protection District, CO
Service Conducted: Developed a performance appraisal system for District Fire Personnel.

Contact: Sue Steward, Human Resources Manager
Dates of Service: January 2023 – July 2023
Team Member Assigned: Deanna R. Heyn
Project Description: Consulting services to assist with the review and design of a Performance Appraisal System. 877
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Project 3:

Client: City of Vacaville, CA
Service Conducted: Citywide Performance Management Process Contact: Regina Sickels, Human Resources Analyst II
Dates of Service: March 2023 – June 2024
Team Member Assigned: Cheri Fairchild
Project Description: Reviewed and updated citywide performance management process inclusive of new tools and templates, training of employees and supervisors.

Project 4:

Client: Montgomery County Council
Service Conducted: Executive Performance Evaluation
Contact: Kate Stewart, former Council President
Dates of Service: April 2025 – January 2026
Team Member Assigned: Dr. Angela Love
Project Description: Update and administer the General Manager performance evaluation process.

Project 5:

Client: Mendocino County Russian River Flood Control and Water Conservation Improvement District Service Conducted: Executive Performance Evaluation Process Contact: Elizabeth Salomone, General Manager
Dates of Service: December 2024 - Present
Team Member Assigned: Kammy Haynes, Lead Consultant, Sara Randazzo Project Manager Project Description: Administer and refresh the General Manager performance evaluation process. 878
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Workplan, Approach, and Methodology
Project Understanding and Approach
Our Understanding of the Scope of Work
CPS HR understands that the City is seeking an outside facilitator to support the annual performance evaluation of the City Manager in accordance with Section 3.01 of the City Manager’s employment agreement. The agreement establishes a defined process that includes an initial goals and objectives discussion; completion of the ICMA City Manager Performance Evaluation Form by each Councilmember; assessment of prior goals and objectives; establishment of goals and objectives for the coming evaluation period; Council discussion of preliminary written evaluations; consolidation of feedback into a single preliminary written evaluation; City Manager review and comment; final Council discussion and revision; and delivery of a written summary/final evaluation to the City Manager. Beginning with the April 5, 2026 evaluation period, the agreement also requires a 360 review focused on teamwork, communication, leadership, and management skills from direct-report management employees, selected community stakeholders, and other employees selected by the City. CPS HR’s proposed approach focuses on facilitating, administering, and refining the City’s existing contract-required process; supporting use of the existing ICMA evaluation form; designing the 360 interview protocol; synthesizing Council and 360 feedback; and helping the City Council develop a consolidated preliminary and final written evaluation.

Our Approach and Methodology
CPS HR’s methodology will follow the evaluation sequence outlined in the City Manager’s employment agreement while adding structure, facilitation, and synthesis support. At the outset, CPS HR will review the employment agreement, existing ICMA evaluation form, prior goals and objectives, and any prior evaluation materials available to the City. CPS HR will then facilitate a project launch and process confirmation meeting to clarify roles, timeline, confidentiality expectations, recordsmanagement considerations, and logistics for Councilmember input, City Manager input, and 360 review interviews. The evaluation process will culminate in facilitated Council discussions, preparation of a consolidated preliminary written evaluation, opportunity for City Manager review and comment, and preparation of the final written evaluation consistent with the contract.

Our approach includes the following steps:

Phase One: Project Setup and Approach Confirmation

1. Background Preparation and Project Launch
 Review the City Manager’s employment agreement, existing ICMA City Manager Performance Evaluation Form, prior goals and objectives, and available prior evaluation materials to understand the required process and existing evaluation framework.
 Conduct a project launch meeting with the City’s designated representatives to confirm project objectives, roles and responsibilities, key decision points, anticipated schedule, communication expectations, and project logistics.

2. Research and Preliminary Interviews
 Conduct limited preliminary process interviews with the City Manager, Human Resources Director, and designated Council representatives to clarify expectations for the facilitator role, desired outputs, scheduling considerations, and any known concerns with the existing evaluation process. 879
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 Confirm the anticipated 360 participant categories, selection criteria, and any legal, confidentiality, closedsession, or records-management considerations that should guide the process.

Phase Two: Process Materials and 360 Protocol Development

1. Develop Evaluation Materials and 360 Review Protocol  Prepare a practical evaluation process guide that translates the contract-required steps into a clear implementation sequence, including timing, roles, materials, and meeting milestones.  Lightly update the Council evaluation instructions and submission logistics for the existing ICMA City Manager Performance Evaluation Form without changing the core form content unless directed by the City.  Develop a supplemental 360 interview protocol aligned with teamwork, communication, leadership, and management skills, and connected where appropriate to the ICMA categories and annual goals.  Prepare communication materials and instructions for Councilmembers, the City Manager, and 360 interview participants.
 Prepare an evaluation synthesis framework showing how Council ratings, Council comments, City Manager input, prior goals/objectives, proposed goals/objectives, and 360 feedback will be organized for discussion and incorporated into preliminary and final evaluation materials.

2. Submit Materials for Feedback and Approval
 Review the draft evaluation process guide, Council instructions, 360 interview protocol, communications, and synthesis framework with the City’s designated representatives.  Incorporate feedback and finalize materials for implementation.  Confirm the final implementation timeline before launching the Council evaluation process and 360 interviews.

Phase Three: Implementation and Administration

1. Distribute Evaluation Tools/Surveys:
 Administer the Council evaluation input process using the existing ICMA evaluation form and conduct the required 360 review through facilitator-led interviews.  Coordinate with the City to distribute instructions and materials, track receipt of Council evaluation forms, schedule and conduct 360 interviews, and maintain appropriate confidentiality throughout the process.  Launch the Council evaluation form process and schedule facilitator-led 360 interviews with the agreed-upon stakeholder groups.
 Send follow-up/reminder messages based on the pre-determined schedule prior to the deadline for completion to improve response rates and ensure timely completion of the contract-required evaluation steps.

One-on-One Interviews:
 Conduct and document up to 12 facilitator-led 360 interviews with direct-report management employees, selected community stakeholders, and other employees selected by the City, consistent with the City Manager’s employment agreement.
 Send questions in advance so participants are prepared and can provide thoughtful, detailed input during the interviews.

2. Analyze and Synthesize Findings
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 Compile Councilmember ICMA evaluation form ratings and narrative comments into a consolidated summary for Council discussion.
 Synthesize 360 interview feedback by respondent group and theme, focusing on teamwork, communication, leadership, and management skills, and identify themes that relate to the City Manager’s prior goals, current performance expectations, and potential goals for the upcoming evaluation period.  Prepare a preliminary written evaluation package that includes Council evaluation themes, assessment of prior goals and objectives, proposed goals and objectives for the coming evaluation period, and a 360 feedback summary.
 Support the Council in consolidating preliminary written evaluations into a single preliminary written evaluation for City Manager review.
 Prepare and submit draft review materials for the City Council, City Manager, and Human Resources Director that identify recurring themes, strengths, areas for growth, and proposed goals or objectives for the coming evaluation period.

Phase Four: Results Delivery and Process Improvement

1. Presenting Results
 Facilitate the Council’s closed-session discussion of preliminary written evaluations, ratings, comments, prior goals/objectives, proposed goals/objectives, and 360 feedback themes.  Consolidate Council direction into a single preliminary written evaluation for presentation to the City Manager.  Facilitate or support the meeting with the City Manager to review the preliminary written evaluation and receive the City Manager’s comments, particularly regarding reasonable goals and objectives for the coming year.  Support the Council in revising the written evaluation as appropriate and preparing the final written evaluation/written summary for delivery to the City Manager.

2. Process Improvement
 Collect feedback from a sample of evaluation participants regarding potential improvements (e.g., instruction clarity, technology, item relevance). We recommend gathering this information immediately following each annual evaluation cycle to gain the most accurate information.  Submit summary of process refinement suggestions to the Subcommittee for consideration.

Optional Related Services:
 Quarterly Pulse Checks: Implementation of brief quarterly check-ins or pulse surveys to provide periodic feedback between annual evaluation cycles.
 Annual Goal Setting and Action Planning: Facilitation support to help the City Council and City Manager translate evaluation results into clear goals, timelines, and success measures for the upcoming evaluation period.
 Annual Performance Evaluation Administration: Ongoing annual third-party facilitation and administration of the contract-required City Manager evaluation process.
 Optional Citywide 360 Planning Support: If requested, CPS HR can assist the City in planning a broader 360 review model for management and supervising employees, consistent with the contract’s stated intent to incorporate 360 review more broadly across the City.
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References
Reference 1
Agency: Arvada Fire Protection District, CO
Contact: Sue Steward, Human Resources Manager
Phone/Email: 303-228-3609; [email protected] Address: 7903 Allison Way Arvada, CO 80005
Project: Developed a performance appraisal system for District Fire Personnel. (1/2023 - 7/2023) Reference 2
Agency: Mendocino County Russian River Flood Control and Water Conservation Contact: Elizabeth Salomone, General Manager
Phone/Email: (707) 462-5278; [email protected]
Address: PO Box 2104, Ukiah, CA 95482
Project: Administer and refresh the General Manager performance evaluation process.

Reference 3
Agency: Bay Area Air Quality Management District, CA
Contacts: Hyacinth “Hy” Hinojosa, Deputy Executive Officer of Finance and Administration / Lisa Baker (she/her) Director of Human Resources
Phone/Email: 415-749-4951; [email protected] / 415-749-4930; [email protected] Address: 375 Beale Street, San Francisco, CA 94105
Project: Revised an outdated and cumbersome performance evaluation process for executives, managers, and employees with relevant competencies and increased engagement practices. 882
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Deliverables
Phase One: Project Setup and Approach Confirmation
Deliverables: Updated project plan and timeline; confirmed roles, project logistics, process assumptions, confidentiality considerations, and 360 participant categories.

Phase Two: Process Materials and 360 Protocol Development Deliverables: Final evaluation process guide, Council instructions, 360 interview protocol, communications, implementation timeline, and synthesis framework.

Phase Three: Implementation and Administration
Deliverables: Administered Council evaluation form process; completed facilitator-led 360 interviews; compiled Council evaluation results; synthesized 360 themes; and prepared preliminary written evaluation materials.

Phase Four: Results Delivery and Process Improvement
Deliverables: Facilitated Council discussion materials; consolidated preliminary written evaluation; City Manager review/debrief support; final written evaluation/written summary; and process-refinement recommendations for the next cycle.
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Price Proposal
Pricing Structure and Schedule
Tasks, Hours, and Proposed Budget
Following is a table detailing the specific tasks and estimated cost for the revised scope. This revised scope reflects the City’s existing contractual evaluation framework and use of the ICMA evaluation form; therefore, CPS HR has reduced the level of effort associated with designing new evaluation tools and shifted the work toward facilitation, administration, synthesis, and integration of the required 360 review. The revised base scope is estimated at 86 consultant hours, or $14,190, exclusive of optional travel or additional services.

The consultants’ hourly rate for this project will be $165/hr. For consultant travel, CPS HR bills 50% the consultants’ hourly rate ($83/hour). A separate travel-related budget has been prepared for this engagement.

Task/Deliverable
Estimated
Consultant
Hours
Estimated Cost
Project setup, contract/form review, and launch meeting 10 $1,650 Process confirmation and limited preliminary interviews 8 $1,320 Confirm evaluation process map, timeline, and confidentiality/records protocols 5 $825 Update Council instructions and lightly tailor existing ICMA form logistics 4 $660 Develop 360 interview protocol and communications 8 $1,320 Administer Council evaluation form process and track submissions 6 $990 Schedule, conduct, and document up to 12 360 interviews 18 $2,970 Compile Council ratings/comments and synthesize 360 feedback 10 $1,650 Prepare preliminary written evaluation materials 6 $990 Facilitate Council/City Manager review and finalization process 7 $1,155 Final written evaluation/written summary and process recommendations 4 $660 TOTAL COST OF SERVICES 86 $14,190
Optional travel allowance for in-person facilitation, if requested; CPS HR only bills travel-related time and expenses actually incurred. — Not to exceed $3,000 TOTAL NOT-TO-EXCEED COST WITH OPTIONAL TRAVEL — $17,190 Services are assumed to be delivered remotely unless the City requests in-person facilitation. If in-person facilitation is requested, travel time and expenses will be billed at cost, subject to the optional travel allowance identified above.

Optional Services Estimated
Hours
Estimated
Cost
Set up and administer three Quarterly Pulse Check questionnaires 20 $3,300 Annual Goal Setting and Action Planning 5 $825
Annual Performance Evaluation Administration 70 $11,550 *Optional services are subject to an annual rate increase of up to 5%; therefore, rates are estimates based on current hourly rates and may increase at the time the service is requested.
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Reimbursable Expenses
Travel related expenses to the City will be reimbursed at cost to include air travel, ground transportation, lodging, and meals per government rates. Travel time is billed at 50% of the consultants’ hourly rate. CPS HR is flexible with the proposed work plan; alternate approaches may be discussed with the City which may in turn change the proposed cost of the project. As described in this proposal, the methods, approach, timelines, as well as the proposed fee, have been prepared as accurately as possible based upon the services requested and as described in this Proposal. If changes or additional services are required, we will be happy to discuss changes to the project tasks and/or schedule and to amend this Proposal.
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Sample Work Product (Confidential)
Sample Performance Eval Survey
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Sample Annual Performance Evaluation
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EXHIBIT B

PAYMENT PROVISIONS

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

Sharrone Taylor Sharrone Taylor 8093 CPS HR Consulting
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EXHIBIT C

AUTHORIZED REPRESENTATIVES AND NOTICES

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: ________________________________________________ Sharrone Taylor [email protected] 8093 CPS HR Consulting CPS HR Consulting 2450 Del Paso Road, Suite 220 Sacramento, CA 95834 [email protected] 895
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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.

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:

4. IMMIGRATION REFORM AND CONTROL ACT (IRCA):

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, 8093 CPS HR Consulting
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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.

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.
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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:

10. CONFLICT OF INTEREST:

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 8093 CPS HR Consulting
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money against the City under this Contract may be assigned by Contractor to a bank, trust company or other financial institution without prior written consent. c. The sale, assignment, transfer or 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.

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 8093 CPS HR Consulting
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federal, state, county and local laws, ordinances, codes, and any regulations that may be detailed in other parts of the Contract. Where any of these are in conflict, the more stringent requirements will be followed. Contractor’s failure to thoroughly familiarize itself with the aforementioned safety provisions will not relieve it from compliance with the obligations and penalties set forth herein.
b. Contractor will immediately notify the City (in no event less than 24 hours) of any incident of death, serious personal injury or substantial property damage that occurs in connection with the performance of this Contract. Contractor will promptly submit to the City a written report of all incidents that occur in connection with this Contract. This report must include the following information: (i) name and address of injured or deceased person(s); (ii) name and address of Contractor’s employee(s) involved in the incident; (iii) name and address of Contractor’s liability insurance carrier; (iv) a detailed description of the incident; and (v) a police report.
c. Contractor acknowledges that the City 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.

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.
8093 CPS HR Consulting
901
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
c. Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or sub-Contractor under an agreement or sub-agreement with the City for public works, goods or services to refrain from discriminatory employment or practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential sub-contractor. d. Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at http://www.ci.richmond.ca.us/workplacepolicies.

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

16. INTEGRATED CONTRACT:

17. CONFLICTING PROVISIONS:

18. FORCE MAJEURE:

19. CONFLICT OF LAW:

This Contract shall be interpreted under, and enforced by the laws of the State of 8093 CPS HR Consulting
902
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
California without regard to any choice of law rules which may direct the application of laws of another jurisdiction. The Contract and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Contract (or the successors of those authorities). Any suits brought pursuant to this Contract shall be filed with the courts of the County of Contra Costa, State of California.

20. CLAIMS:

21. INTERPRETATION:

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

22. WARRANTY:

23. SEVERABILITY:

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, 8093 CPS HR Consulting
903
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
and shall be personally liable to City if they are not duly authorized to enter into and execute this Contract on behalf of Contractor.

25. WAIVER:

26. COUNTERPARTS:

27. SANCTUARY CITY CONTRACTING ORDINANCE (SCCO):

EXHIBIT E

SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable, otherwise please state “NONE”):
8093 CPS HR Consulting
NONE.
905
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT F

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

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

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
8093 CPS HR Consulting
906
Contract No: ________ For the Contract between the City of Richmond and
_____________________________
The insurance requirements classification applicable to this Contract shall be attached to this Exhibit F and made a part hereof.

INSERT INSURANCE REQUIREMENTS CLASSIFICATION APPLICABLE TO THIS CONTRACT: (IF NECESSARY, CONFIRM WITH RISK MANAGER)
8093 CPS HR Consulting
907
Contract No: ________ For the Contract between the City of Richmond and
_____________________________

EXHIBIT G

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:
8093 CPS HR Consulting
908
Page | 1 Sole Source Form – Rev. May 12, 2016
City of Richmond
Sole Source Justification

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

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

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

Describe the full scope of work or service contemplated including installation if required; items should include brand, model and part number if applicable; (if additional space is needed, include them in a separate page) Sole Source Rationale: PLEASE ANSWER ALL THE FOLLOWING QUESTIONS: Explain why the recommended company is the only company that can meet the requirement. Address the following: Are there any other companies who can do this job? What condition (e.g. technological superiority, or performance risks, etc.) exists so that the recommended company has a significant advantage over any other company who can do this job? It is important to sufficiently address the key reason for awarding an order/contract without soliciting competitive bids. The rational must be clear and convincing, avoiding generalities and unsupported conclusions. (if additional space is needed, include them in a separate page) Cooperative Personnel Services (CPS) Melissa Asher 2450 Del Paso Road, Suite 220 Sacramento CA 95834 916 471-3358 [email protected] September 1, 2026- June 30,2028 40,000 011810-400201 X n/a n/a
Specialized recruitments, consultation, mediation, training, and recruitment materials.

The contract is required for the continuance of Fire department recruitments and a time sensitive executive evaluation. The contract is prepared to cover the cost of these two items. 909
2 | Page
Complete the following checklist
A specific contractor is the only source of the required item because (check all that apply):

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

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

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

A specific item is needed:

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

Continuation of prior Work – Additional item, service or work required, but not known to have been needed when the original order was placed with vendor, and it is not feasible or practicable to contract separately for the additional need. Provide brief explanation and supporting evidence. (if additional space is needed, include them in a separate page) There is a continuation of exisiting work. The contract expired July 31, 2026 during the planning phase for the promotional Fire recruitments and the selection process for the executive level evaluation process.
910
3 | Page
I acknowledge the City’s requirements for soliciting competitive quotes/bids for purchases over $3,000.00 and the criteria for justification for Sole Source purchases. I have gathered the required information, have made a concerted effort to review comparable/equal equipment/services (e.g., market research), and further affirm that there is no conflict of interest involved in the selection made.

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

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

APPROVED: ____________________
NOT APPROVED: ________________
____________________________
City Manager
(Under $10,000.00)
DATE: _8__/__27_/_26__
COMMENTS:
______________________________
City Clerk Attesting to Council Approval
(Over $10,000.00) (Copy of Minutes may be substituted)
Note: Richmond Municipal Code Section 2.52.326 Sole Source Procurement requires final approval by the City Manager and/or City Council. Sole Source must be approved by Finance Director, PRIOR to Council Approval.

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

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

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

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

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

1. Personal preference for product or vendor.

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

3. Features which exceed the minimum department requirements.

Human Resources Management Sharrone Taylor, Human Resources Director 08/27/2026 510-620-6602 Sharrone Taylor 08/27/26 911

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Richmond City CouncilOctober 6, 2026

Richmond City Council
October 6, 2026