Agenda packet, regular meeting — Roseville City Council, June 17, 2026 (part 15 of 22)

Brillion Response to RFP #07-123 Utility Rebate Management System Page | 18 • Guaranteed Resource Allocation
A committed 0.5 FTE ensures predictable capacity and consistent forward progress, eliminating delays caused by resource availability, onboarding, or reprioritization across competing initiatives.
• Priority Access to Brillion Expertise
Roseville Electric’s work is prioritized within Brillion’s delivery queue, providing direct access to experienced platform experts and enabling faster turnaround for high-value enhancements and issue resolution.
• Flexibility Without Re-Contracting
The AMS model allows effort to be shifted across approved backlog items as program and business priorities evolve, without requiring change orders for routine reprioritization. • Backlog-Driven, Governed Delivery
All work is documented, estimated, prioritized by Roseville Electric, and delivered through a controlled backlog and sprint framework to ensure transparency, scope control, and predictable outcomes.
• Training, Enablement, and Knowledge Transfer
Targeted training is provided for all functional areas addressed, supported by clear documentation to enable Roseville staff to independently maintain and adjust configurations, emphasizing long-term self-sufficiency. • Deployment and Validation
All delivered functionality is fully tested by Brillion prior to deployment, with end-to-end validation to ensure production readiness and minimal disruption to ongoing operations. • Reduced Delivery and Operational Risk
Continuity of resources, deep platform familiarity, and disciplined delivery processes minimize implementation risk and protect system stability while enhancements are introduced.
• Assured Value from Prepaid AMS Hours
To ensure Roseville consistently realizes value from its AMS subscription, Brillion delivers work through a structured, backlog-driven Agile model with regular reviews and planning checkpoints, ensuring transparency and measurable progress each month This structured approach ensures Roseville consistently realizes value from prepaid AMS hours with measurable progress each month.

Proposed Work Schedule and Timeline
Brillion will execute the AMS 0.5 FTE Professional Services and Enhancements engagement using a phased, sprint-based delivery methodology aligned with Roseville Electric’s desired timeline while maintaining uninterrupted program operations. The engagement begins with targeted discovery, document collection and review, and backlog validation, followed by ongoing four-week sprint cycles focused on prioritized enhancements, testing, and deployment. Sprint reviews, quarterly Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 19 planning checkpoints, and regular progress meetings (minimum weekly) provide continuous visibility into schedule, scope, and progress.

Brillion’s AMS delivery model is structured to enable an efficient, low-friction project kickoff immediately upon contract execution and authorization to proceed. Because the engagement is subscription-based and leverages an established AMS framework, no extended startup, procurement, or staffing ramp-up period is required. Brillion maintains ready-to-deploy delivery resources and proven onboarding processes, allowing work to commence promptly following contract approval.

Within the first two weeks of kickoff, Brillion will conduct a structured project initiation and readiness phase that includes confirmation of governance, validation of roles and responsibilities, establishment of the communication cadence, and collection and review of existing documentation and system artifacts. During this phase, Brillion will validate assumptions, confirm priorities, and establish the initial City-prioritized backlog, ensuring alignment on objectives, success criteria, and delivery expectations while minimizing demands on City staff.

A dedicated Project Manager, responsible for all phases from kickoff through implementation, will coordinate all kickoff activities, facilitate minimum weekly progress meetings, and establish the tools and workflows used for backlog management, formal defect tracking, change control, and reporting. Roseville Electric will have immediate and ongoing visibility into planned work, sprint timelines, risks, and upcoming deliverables, ensuring transparency from day one.

Because the AMS model provides guaranteed resource allocation (0.5 FTE) and continuity of assigned personnel, Brillion transitions seamlessly from kickoff into active delivery without delays caused by resource availability, contracting dependencies, or re-onboarding. Enhancements may begin as early as the first sprint following kickoff, enabling Roseville Electric to realize value quickly while maintaining strong governance, quality assurance, and risk controls.

All software releases will be fully tested by Brillion prior to production deployment. Roseville Electric staff will assist with acceptance testing and defect reporting, supported by formal defect tracking tools with defined prioritization, response timelines, and resolution workflows.

This approach ensures Roseville Electric experiences a rapid, well-organized project start, predictable work commencement, and early momentum—while maintaining flexibility to adjust priorities as program and business needs evolve.

Proposed Kickoff Timeline Overview
Week 0 – Contract Execution / Authorization to Proceed
• Contract executed and AMS subscription activated
• Dedicated Project Manager and delivery team confirmed • Formal kickoff meeting scheduled
Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 20 Weeks 1–2 – Project Initiation & Readiness
• Formal project kickoff meeting
• Confirmation of governance, roles, and communication cadence • Document collection and review
• Validation and prioritization of the initial delivery backlog • Setup of project tools (backlog management, defect tracking, reporting) Weeks 3–6 – Sprint 1 (Initial Delivery)
• Begin first four-week sprint
• Design, configuration, and development of prioritized enhancements • Minimum weekly progress meetings
• Vendor-led testing of completed functionality
End of Sprint 1 – Review & Acceptance
• Sprint review and demonstration
• City participation in acceptance testing and defect reporting • Deployment of approved enhancements to production, as appropriate Ongoing – Continuous Delivery
• Four-week sprint cadence with regular sprint reviews
• Quarterly planning aligned to operational and program goals • Continuous enhancement, testing, deployment, and knowledge transfer Project Management and Governance
Brillion will assign a dedicated Project Manager responsible for all phases of the engagement, from kickoff through implementation. The Project Manager will:
• Facilitate weekly progress meetings (at minimum)
• Manage the project backlog and sprint planning
• Coordinate delivery resources
• Serve as Roseville Electric’s primary point of contact • Oversee schedule, scope, and communications
Delivery governance follows the Agile AMS framework, ensuring disciplined execution, transparency, and accountability throughout the engagement.

Project Staffing and Role Assignments
Brillion will staff the engagement with a dedicated, blended delivery team aligned to the AMS model and scope of work:
• Project Manager – governance, schedule, communications, backlog management • Solution Architect – design oversight and alignment with Roseville’s platform standards Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 21 • Business Analyst – requirements definition, validation, and acceptance criteria • Salesforce Configuration and Integration Resources – build, test, and deploy approved enhancements
Brillion does not anticipate the use of subcontractors or sub-consultants for this engagement.

Document Collection and Review
At the outset of the engagement, Brillion will collect and review existing program documentation, system configuration materials, prior enhancement artifacts, and relevant operational procedures provided by Roseville Electric. These materials will be validated against the current Salesforce configuration to identify gaps, confirm assumptions, and inform backlog prioritization.

Documentation will be updated as enhancements are delivered to ensure alignment with the production environment and support ongoing operations and knowledge transfer.

Testing, Defect Management, and Acceptance
All software releases will be fully tested by Brillion prior to production deployment. Roseville staff will participate in acceptance testing, supported by formal defect tracking tools with clearly defined prioritization, response timelines, and resolution workflows. This approach ensures quality, accountability, and readiness before functionality is promoted to production.

Change Management and Control
Brillion will utilize a formal change management process in which enhancement requests are documented, estimated, and communicated with clear cost and timeline implications prior to execution. This process ensures transparency, predictability, and informed decision-making by City staff while maintaining controlled delivery.

Risk Mitigation and Quality Assurance
Risk mitigation is embedded throughout the AMS model and includes early discovery, incremental delivery, regular stakeholder communication, and controlled deployment practices. By leveraging Brillion’s deep institutional knowledge of Roseville Electric’s existing configuration, the engagement minimizes delivery risk, avoids unnecessary rework, and reduces disruption to customers and staff.

Project Management Tools and Technology
Brillion will utilize industry-standard tools to manage delivery, including backlog management, sprint tracking, defect tracking, and deployment tooling aligned with Salesforce best practices.

These tools provide transparency into status, progress, risks, and delivered outcomes for both Brillion and Roseville Electric stakeholders.

Staffing Requirements and City Participation
Brillion will provide all professional services resources required to deliver the scope of work through the AMS 0.5 FTE subscription. Roseville Electric’s involvement is focused on governance and validation activities, including backlog prioritization, participation in sprint reviews and Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 22 demonstrations, and execution of acceptance testing with defect reporting. No third-party staffing is required.

Project Management Office (PMO) Differentiation
Brillion’s Project Management Office is purpose-built for utility environments and long-term platform operations rather than short-term, standalone implementations. The AMS-driven PMO emphasizes continuity of resources, backlog governance, disciplined change control, and close integration with operational support. Combined with Brillion’s long-standing relationship with Roseville and deep platform knowledge, this approach delivers measurable progress, reduced risk, and long-term value without repeated re-contracting or fragmented execution.

Equipment, Training, and Installation Requirements
No specialized equipment or on-premise installation services are required from Roseville Electric.

All work will be performed within Roseville’s existing Salesforce environment using cloud-based tools. Targeted training and knowledge transfer will be provided as part of the AMS engagement to support City staff and ensure long-term operational readiness.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 23 Tab F: Cost Proposal
Brillion has provided a total cost proposal for a two-year base contract with five optional annual renewals, as required. The cost proposal includes all products and services necessary to successfully deliver the proposed solution, including professional services, ongoing operational support, and platform licensing. Costs are presented on an annual basis and are sufficient to support Roseville Electric’s current environment, as well as anticipated growth in users, data, and file storage over the proposed contract term.

The cost proposal represents the maximum not-to-exceed contract amount across the three (3) cost components, providing Roseville Electric with cost certainty and budget control. Brillion anticipates working collaboratively with Roseville Electric prior to each annual renewal term to evaluate evolving needs related to licensing, professional services and enhancements, and ongoing operational support, while maintaining transparency and predictability. Unless otherwise noted, no reimbursable expenses are requested.

For budgetary and planning purposes, subscription and licensing levels have been held consistent across the proposed contract term. Platform licensing costs reflect a 5% increase in the initial contract term, followed by a 3% annual increase beginning in the second contract year and applied to each optional renewal year thereafter—representing the first increase to Brillion’s license fees for Roseville Electric since 2017.

Professional Services and Ongoing Operational Support costs reflected in this proposal have increased compared to the prior agreement and are aligned with current market rates for Brillion’s specialized expertise in utility DSM program management and Salesforce-based rebate platforms, reflecting the depth of experience, continuity of staffing, and domain-specific knowledge provided to Roseville Electric. Professional Services and Ongoing Operational Support costs reflect a 3% annual increase beginning in the second contract year and applied to each optional renewal year thereafter.

Each cost component directly aligns to the scope, staffing, and delivery approach described in the Project Plan section of this proposal. Detailed descriptions of each cost component are provided in the following sections.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 24 Cost Components

1. Application Management Services (AMS) for Professional Services and Enhancements.

2. Application Management Services (AMS) for Ongoing Operational Support

3. Platform licensing that provides access to all Brillion Fulfill and Salesforce platform features and the Brillion Fulfill application portal for customers and contractors.

Initial two-year contract term
Cost Component Annual Cost Year 1 Year 2
AMS 0.5 FTE Subscription (Professional
Services and Enhancements)
$180,000 $180,000 $185,400
AMS 0.25 FTE Subscription (Ongoing
Operational Support)
$81,600 $81,600 $84,048
Platform Licensing $82,830 $82,830 $85,315
Total Cost $344,430 $344,430 $354,763
Five optional one-year renewal term
Cost Component Option
Year 1
Option
Year 2
Option
Year 3
Option
Year 4
Option
Year 5
AMS 0.5 FTE Subscription
(Professional Services and
Enhancements)
$190,962 $196,691 $202,592 $208,669 $214,929
AMS 0.25 FTE Subscription
(Ongoing Operational Support)
$86,569 $89,167 $91,842 $94,597 $97,435
Platform Licensing $87,874 $90,511 $93,226 $96,023 $98,903 Total Cost $365,406 $376,368 $387,659 $399,289 $411,267 Component 1: AMS Proposal Summary (Professional Services and Enhancements)
As described in the Project Understanding section, Brillion proposes an Application Management Services (AMS) 0.5 FTE subscription to support the professional services and enhancement objectives captured in Brillion’s Requirements Matrix response and the RFP functionality backlog.

The prepaid Application Management Services (AMS) 0.5 FTE subscription provides Roseville Electric with a guaranteed, blended delivery team allocated at 80 hours per month. This model delivers predictable costs, priority access to resources, and a discounted effective hourly rate compared to ad-hoc or time-and-materials engagements.

The AMS subscription covers Solution Architecture, Business Analysis, Project Management, and Integration expertise under a single monthly fee, enabling Roseville to flexibly prioritize work without re-contracting for each enhancement.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 25 Cost Component Description Annual Cost
AMS 0.5 FTE Subscription
(Professional Services and
Enhancements)
Prepaid blended Brillion delivery
team (SA, BA, PM, Integrations)
– 80 hours/month
$180,000
2026 Brillion Rate Card (AMS Professional Services and Enhancements) Cost Component Value
Monthly AMS Hours 80 hours
Blended Effective Hourly Rate (AMS) $187.50
What Is Included
• Dedicated 0.5 FTE Brillion delivery capacity (80 hours/month) • Priority access to Brillion delivery resources
• Backlog-driven Agile delivery with 4-week sprint cadence • Sprint reviews and demonstrations
• Quarterly planning
• Discovery, configuration, testing, deployment, and knowledge transfer • Ongoing backlog refinement and prioritization support Component 2: AMS 0.25 FTE Subscription (Ongoing Operational Support) As described in the Project Understanding section, Brillion proposes an Application Management Services (AMS) 0.25 FTE subscription to provide on-going, dedicated production support, system stability, and continuity of operations.

The prepaid Application Management Services (AMS) – Support 0.25 FTE subscription provides Roseville Electric with a dedicated support capacity allocated at 40 hours per month. This model delivers predictable costs, priority handling of support requests, and a more cost-effective alternative to ad-hoc or time-and-materials support engagements.

The AMS – Support subscription is focused exclusively on ongoing operational support, including issue resolution, minor configuration assistance, administrative support, and platform troubleshooting, under a single monthly fee.

Cost Component Description Annual Cost
AMS 0.25 FTE Subscription
(Ongoing Operational
Support)
Prepaid ongoing operational
support – 40 hours/month
$81,600
2026 Brillion Rate Card (Ongoing Operational Support)
Cost Component Value
Monthly AMS Hours 40 hours
Effective Hourly Rate (AMS) $170.00
Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 26 What Is Included
• Dedicated 0.25 FTE Brillion support capacity (40 hours/month) • Priority access to Brillion support resources
• Structured intake, triage, and prioritization of support requests • Issue investigation, troubleshooting, and resolution
• Minor configuration and administrative support
• Coordination with Brillion Professional Services when escalation is required • Knowledge transfer and documentation updates related to supported items Component 3: Platform Licensing
Licensing costs are presented on an annual basis and are sized to support Roseville Electric’s current environment, as well as anticipated growth in users, data, and file storage over the proposed contract term. For planning and budgeting purposes, licensing levels have been held consistent across the term, with the understanding that Brillion and Roseville Electric will review licensing needs together prior to each annual renewal to ensure continued alignment with operational requirements.

License Type Quantity Annual
Cost
Total Cost Description
Brillion System
Administrators 5 $1,733 $8,665 Full administrative access to configure, maintain, and manage the system General
Administrators 5 $1,733 $8,665 Approval-level access for operational oversight and program management General Users 10 $1,733 $17,330 Standard internal user access for day-to-day processing and program support
Additional Users Up to ~10 $1,733 $17,330 May be added as needed at a per-user, peryear rate (prorated for partial-year access) Portal Accounts Up to
8,000 $0.80 $6,400 Customer and contractor access to the online rebate processing tool Full Sandbox 2 $3,670 $7,340 Full-copy sandbox environments for configuration and UAT purposes.

File Storage 1 TB $7,500 $7,500
Additional file storage for all attachments and
corresponding documents uploaded to the
platform.

Data Storage 20 GB $9,600 $9,600 Additional data storage for all records added to the platform.

Platform Licensing - Total Cost $82,830
Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 27 Note: Annual platform licensing costs reflected in this proposal include a 5% increase over the current agreement. This represents the first increase to Brillion’s license fees for Roseville Electric since 2017.

Note: Any additional licenses approved by Roseville Electric will be co-termed to the subscription end date and prorated accordingly.

Note: Roseville Electric currently utilizes 32% of the available platform data storage, and 134% of the available platform file storage. To date, an additional 50GB of file storage have been provisioned to the Roseville Electric platform and to address the current overage (using 134% of available) our base cost for licenses and products, including data and file storage includes costs for an additional 1TB of file storage and 50GB of data storage -- beyond what is currently provisioned.

Note: The Brillion Fulfill Platform license model is all-inclusive. Brillion Fulfill updates and general maintenance are included at no additional cost, some examples of these no cost benefits are listed here:
• All Brillion Fulfill platform upgrades will be made available to Roseville as part of the platform licensing fee. No upgrades are mandatory (although we recommend staying up to date with our latest release). We hold release Webinars for each release and publish those Webinars in our support community.
• Brillion continually upgrades and enhances our software. We provide 3 releases each year.

We have a standard release process, with pre-release Webinars, release notes, schedules, lists of known issues, post-installation steps, etc. Roseville system administrators will be responsible to review, test and properly release new packages. • There will be occasional scheduled maintenance periods for Brillion Fulfill and Salesforce during non-working hours; most timeframes are no more than 10- 30 minutes in duration. • Brillion Fulfill Roadmap releases incorporate major new features from the product roadmap as well as minor product enhancements and fixes for reported defects. These releases are cumulative, and customers can choose when (or if) they want to install a particular release.
• Upgrades to Brillion Fulfill are backwards compatible with local customizations and configurations in our customer environments.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 28 2026 Standard Rate Card
The proposed AMS pricing is based on a discounted blended hourly rate, which provides cost efficiencies compared to traditional time-and-materials engagements. For transparency, Brillion has included its 2026 standard rate card for comparison purposes to illustrate the cost savings achieved through the AMS subscription model.

Role Rate
Solution Architect $250
Business Analyst $210
Project Manager $210
Development / Integrations $250
Support $185
Brillion’s 2026 rate card reflects competitive, market-aligned pricing for senior, onshore consulting resources, particularly for specialized Salesforce and utility DSM program management expertise.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 29 Tab G: Required Statements/Documents
Brillion has provided the following required documents are submitted as attachments to this proposal:

1. Proof of registration with the California Secretary of State

2. Executed Proposer’s Certification (Attachment I)

3. Completed Levine Act Disclosure Statement Form (Attachment II)

4. Executed Non-Collusion Declaration (Attachment III)
Brillion provides the statements of assurance:

1. Non-Substitution of Key Personnel (Section 5.0):

Brillion acknowledges and agrees that the designated members of the proposed project team will not be substituted without the prior written approval of City staff.

2. Conflict of Interest (Section 10.4):

Brillion affirms that no conflict of interest exists that would impair its ability to perform the services described in this RFP. Brillion agrees to promptly disclose any potential or actual conflict of interest that may arise during the term of the agreement.

3. Indemnification and Insurance (Section 10.7):

Brillion confirms its understanding of and ability to comply with the indemnification and insurance requirements set forth in the Sample Contract. Brillion agrees to fulfill all such requirements upon contract execution. Certificates of insurance will be provided as required and are not included with this submittal.

4. Non-Proprietary Proposal Content (Section 10.23):

Brillion confirms that no portion of the submitted proposal is proprietary and that all information provided may be reviewed, disclosed, or retained by the City in accordance with applicable laws and RFP requirements.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 30 Tab H: Exceptions
Brillion has no proposed exceptions, alterations, or amendments to the Scope of Services or other requirements of this RFP, including the Sample Contract (Attachment Page 20 VI).

Brillion has included additional reference and supporting documents for the City’s consideration, which are intended to supplement and be incorporated into the City’s agreement without modifying or conflicting with the RFP requirements or Sample Contract terms.

Brillion proposes inclusion of the following exhibit and schedule documents to the City Roseville Agreement; these are standard documents for the implementation of Brillion Fulfill. These are provided below and include the following:
• Exhibit A: Scope of Services
• Schedule 1 to Exhibit A: SFDC Terms of Use
• Schedule 2 to Exhibit A: Support Services
Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 31 Tab I: Competency of Proposers
Brillion has no pending or resolved bankruptcies, liens, stop payment notices, judgments, lawsuits, arbitrations, mediations, foreclosures, or similar actions filed against the company within the past seven (7) years. Additionally, no client has ever terminated a contract with Brillion for breach.

Brillion maintains a strong record of financial stability, ethical business practices, and successful long-term client relationships.

Statement of Financial Resources
Brillion has been in operation for over 20 years and is solely dedicated to providing SaaS software solutions and services to the Utilities Industry across Canada and the United States. We currently partner with approximately 150 utility providers and maintain multi-year licensing agreements with some of the largest investor-owned utilities, publicly owned utilities, utility cooperatives, program implementers, and government organizations. Financially, Brillion is backed by the private equity firm M33 Growth (headquartered in Boston, MA), providing an additional level of financial stability and strategic guidance.

As a privately held company, Brillion does not publicly distribute detailed financial statements as part of proposal submissions. To provide assurance regarding Brillion’s financial resources and long-term viability—and to demonstrate our ability to maintain the staff, sub-consultants, and equipment necessary for continuous project performance—Brillion’s Chief Financial Officer will meet with City representatives to discuss the company’s financial position and provide appropriate insights. This approach allows Roseville Electric to assess Brillion’s financial strength while preserving the confidentiality of proprietary information.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 32 Tab J: Technology Projects
The following documents are provided as attachments to this proposal: the completed Technology Security and Standards Matrix (Attachment IV) and the completed Requirements Matrix (Attachment V).

Brillion has provided our Support Services agreement in the following pages for Roseville Electric review. This agreement addresses Brillion’s support hours, contact processes, severity classifications, and resolution times.

Recovery Time Objective and Recovery Point Objective
Salesforce's Recovery Time Objective (RTO) is 12 hours and Recovery Point Objective (RPO) is 4 hours. Salesforce's disaster recovery plans currently have the following target recovery objectives:
(a) restoration of the Service within 12 hours after Salesforce's declaration of a disaster; and (b) maximum Customer Data loss of 4 hours; excluding, however, a disaster or multiple disasters causing the compromise of both multiple Salesforce data centers at the same time, and excluding development and test bed environments, such as the Sandbox service.

Training Overview and Approach
Roseville Electric, as an established Brillion customer and already has access to Brillion’s standard training materials, documentation, and support resources. As part of the proposed Application Management Services (AMS) engagement, Brillion’s training efforts will focus on reinforcing existing knowledge, addressing changes introduced through system enhancements, and updating Roseville-specific implementation guides to reflect current configurations and best practices.

Rather than delivering a full implementation training program, Brillion will leverage Roseville’s existing familiarity with the platform and apply targeted, role-based training aligned to enhancements delivered under the AMS backlog. The specific training approach, timing, and materials will be confirmed during AMS planning and sprint execution to ensure alignment with Roseville’s priorities and minimize disruption to ongoing operations.

The primary objective of Brillion’s training and professional services approach is to maintain and strengthen Roseville’s long-term self-sufficiency in administering and using the Brillion platform.

Brillion continues to rely on a proven “train-the-trainer” model, empowering designated Roseville staff and super users to support broader internal training needs as system updates are introduced. Targeted end-user or administrator training sessions may be provided as needed to support specific enhancements or operational changes delivered through AMS.

Training materials and documentation continue to support two core audiences: end users responsible for managing DSM and energy efficiency program activities, and system administrators—including both IT and line-of-business staff—responsible for configuration and Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 33 ongoing administration. As part of AMS, Roseville-specific implementation guides and documentation will be reviewed and updated to reflect current workflows, configurations, and any enhancements delivered during the engagement.

System administrator enablement will continue to build upon Roseville’s existing Salesforce knowledge, leveraging Salesforce-provided training resources where appropriate and focusing Brillion-led efforts on platform architecture, configuration patterns, and Fulfill-specific administration. End-user enablement will emphasize practical workflows and Roseville-specific business processes to ensure enhancements are adopted smoothly and consistently.

As an existing customer, Roseville Electric will continue to have access to:
• The Brillion Support Community
• Product documentation and knowledge base
• Online Brillion implementation guides
• The Brillion Knowledge Base
• Roseville-specific documentation updated as part of the AMS engagement • Online training, troubleshooting resources, and support communities Brillion Fulfill Roadmap
Safe Harbor Product Roadmap
The following roadmap outlines Brillion’s current product direction and areas of investment under consideration. This roadmap is provided for informational purposes only and reflects Brillion’s present plans and priorities, which are subject to change based on customer feedback, regulatory requirements, market conditions, and product strategy.

1. Implementation Cycle Enhancements
Objective: Reduce complexity and dependency on deep Salesforce expertise during program and measure configuration.
• Continued enhancements to Program Process Builder capabilities to simplify configuration of program workflows and approvals
• Expanded Measure Builder tools to streamline measure setup, calculations, and validation • Exploration of AI-assisted configuration capabilities to accelerate setup, reduce errors, and improve usability

2. Reporting and Tracking Enhancements
Objective: Improve visibility into program performance for both operational teams and executive stakeholders.
• Expansion of high-level dashboards to support program performance monitoring beyond the core DSM team
• Integration of Fulfill reporting into the Brillion Control Center for consolidated operational insights
• Increased flexibility and scalability of cross-measure and cross-program reporting, supporting trend analysis and portfolio-level decision-making Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 34

3. Program Enrollment Support
Objective: Continue evolving enrollment capabilities while aligning with customer-specific portal strategies.

4. Evolutionary Platform Enhancements
Objective: Modernize the platform and reduce long-term operational overhead. • Potential integration with additional third-party equipment databases, such as AHRI, to improve measure validation and automation
• Continued UX modernization leveraging component-based technologies to improve performance, accessibility, and maintainability
• Introduction of enhanced storage management capabilities designed to reduce overall system storage consumption and associated costs
Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 35 Terms and Conditions
Brillion proposes inclusion of the following exhibit and schedule documents to the City Roseville Agreement; these are standard documents for the implementation of Brillion Fulfill. These are provided below and include the following:
• Exhibit A: Scope of Services
• Schedule 1 to Exhibit A: SFDC Terms of Use
• Schedule 2 to Exhibit A: Support Services
EXHIBIT A: SCOPE OF SERVICES
CONSULTANT shall provide the Services detailed in this Exhibit A, entitled “SCOPE OF SERVICES”.

Notwithstanding any provision herein to the contrary, CONSULTANT’s duties and services described in this Scope of Services shall not include preparing or assisting CITY with any portion of CITY’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with CITY. CITY shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. CONSULTANT’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. CONSULTANT shall cooperate with CITY to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by CONSULTANT pursuant to this Scope of Services.

1. Summary.
“Commencement Date” means July 1, 2026.

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 36 Platform Licensing $87,874 $90,511 $93,226 $96,023 $98,903 Total Cost $365,406 $376,368 $387,659 $399,289 $411,267

2. SaaS Solution, Services, and Fees.
(a) SaaS Solution. The SaaS Fee owed by City for the delivery by Consultant to City of the SaaS Solution and Software is set forth above in Section 1 of this Exhibit A. In consideration of City’s payment of the SaaS Fee and for the duration of the Subscription Term (defined below), Consultant will deliver to City the “SaaS Solution” consisting of access to the Software detailed in Section 1 above via the Salesforce.com platform (“SFDC Platform”) detailed herein. Consultant is an authorized reseller of the SFDC Platform. By signing this Schedule 1, City agrees to the terms and conditions of the SFDC Service Terms of Use attached hereto as Schedule 1. Notwithstanding the foregoing, if City has a pre-existing relationship with SFDC, then SFDC will be responsible for delivering any technical assistance related to this SFDC Platform to City.

SFDC Upgrades for Software
All releases and upgrades to the Salesforce Platform can be monitored in the Customer Production Environment Release Update page, available through Setup as described at:
https://help.salesforce.com/s/articleView?id=sf.release_updates_manage.htm&type=5 SFDC Platform Availability for Software
Platform availability for the SaaS Solution – Production Environment resides under the SFDC Main Services Agreement.
(a) Support Services. In consideration of City’s payment of the SaaS Fee and for the duration of the Subscription Term (defined below), Consultant will deliver to City the “Support Services” detailed in Schedule 2 to this Exhibit A for the Software detailed in Section 1 above. (b) Subscription Term. The initial term of Consultant’s delivery of the SaaS Solution will commence on the Commencement Date and extend through the length of time set forth in Section 1 above.
(c) Implementation Services. The fee for the Implementation Services is set forth above in Section 1 of this Exhibit A (the “Implementation Services Fee”). In consideration of City’s payment of the Implementation Services Fee, Consultant will deliver to City the “Implementation Services” more fully described in Exhibit A-1.

SCHEDULE 1 TO EXHIBIT A
(SFDC Service Terms of Use)
“AppExchange” means the online directory of on-demand applications that work with the Service, located at http://www.appexchange.com or at any successor websites. “Reseller” means crmOrbit, Inc., a wholly owned subsidiary of Apogee Interactive, Inc. “Reseller Application” means Brillion Fulfill software.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 37 “Platform” means the online, Web-based platform service provided by SFDC to Reseller in connection with Reseller’s provision of the Reseller Application to You. “SFDC Service” means the online, Web-based application and platform service generally made available to the public via http://www.salesforce.com and/or other designated websites, including associated offline components but excluding AppExchange applications. “SFDC” means salesforce.com.
“Users” means Your employees, representatives, consultants, contractors or agents who are authorized to use the Service subject to the terms of these SFDC Service Terms of Use as a result of a subscription to the Reseller Application having been purchased for such User, and have been supplied user identifications and passwords by You (or by Salesforce.com or Reseller at Your request).
“You” and “Your” means the customer entity which has contracted to purchase subscriptions to use the Reseller Application subject to the conditions of these SFDC Service Terms of Use, together with any other terms required by Reseller.
“Your Data” means all electronic data or information submitted by You as and to the extent it resides in the Service.

1. Use of Service.
a. Each User subscription to the Reseller Application shall entitle one User to use the Service via the Reseller Application, subject to the terms of these SFDC Service Terms of Use, together with any other terms required by Reseller. User subscriptions cannot be shared or used by more than one User (but may be reassigned from time to time to new Users who are replacing former Users who have terminated employment with You or otherwise changed job status or function and no longer require use of the Service). For clarity, Your subscription to use the Platform hereunder does not include a subscription to use the SFDC Service. If You wish to use the SFDC Service or any of its functionalities or services, or to create or use additional custom objects beyond those which appear in the Reseller Application in the form that it has been provided to You by Your Reseller, visit www.salesforce.com to contract directly with SFDC for such services. In the event Your access to the Reseller Application provides You with access to the SFDC Service generally or access to any SFDC Service functionality within it that is in excess to the functionality described in the Reseller Application’s user guide, and You have not separately subscribed under a written contract with SFDC for such access, then You agree to not access and use such functionality, and You agree that Your use of such functionality, or Your creation or use of additional custom objects in the Reseller Application beyond that which appears in the Reseller Application in the form that it has been provided to You by your Reseller, would be a material breach of this Agreement.
b. Notwithstanding any access You may have to the Platform or the SFDC Service via the Reseller Application, Reseller is the sole provider of the Reseller Application and You are entering into a contractual relationship solely with Reseller. In the event that Reseller ceases Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 38 operations or otherwise ceases or fails to provide the Reseller Application, SFDC has no obligation to provide the Reseller Application or to refund You any fees paid by You to Reseller.
c. You (i) are responsible for all activities occurring under Your User accounts; (ii) are responsible for the content of all Your Data; (iii) shall use commercially reasonable efforts to prevent unauthorized access to, or use of, the Platform and the SFDC Service, and shall notify Reseller or Salesforce.com promptly of any such unauthorized use You become aware of; and (iv) shall comply with all applicable local, state, federal and foreign laws and regulations in using the Platform and the SFDC Service. d. You shall use the Platform and the SFDC Service solely for Your internal business purposes and shall not: (i) license, sublicense, sell, resell, rent, lease, transfer, assign, distribute, time share or otherwise commercially exploit or make the Platform or the SFDC Service available to any third party, other than to Users or as otherwise contemplated by these SFDC Service Terms of Use; (ii) send spam or otherwise duplicative or unsolicited messages in violation of applicable laws; (iii) send or store infringing, obscene, threatening, libelous, or otherwise unlawful or tortious material, including material that is harmful to children or violates third party privacy rights; (iv) send or store viruses, worms, time bombs, Trojan horses and other harmful or malicious code, files, scripts, agents or programs; (v) interfere with or disrupt the integrity or performance of the Platform or the SFDC Service or the data contained therein; or (vi) attempt to gain unauthorized access to the Platform or the SFDC Service or its related systems or networks.
e. You shall not (i) modify, copy or create derivative works based on the Platform or the SFDC Service; (ii) frame or mirror any content forming part of the Platform or the SFDC Service, other than on Your own intranets or otherwise for Your own internal business purposes; (iii) reverse engineer the Platform or the SFDC Service; or (iv) access the Platform or the SFDC Service in order to (A) build a competitive product or service, or (B) copy any ideas, features, functions or graphics of the Platform or the SFDC Service.

2. Third-Party Providers. Reseller and other third-party providers, some of which may be listed on pages within SFDC’s website and including providers of AppExchange applications, offer products and services related to the Platform, the SFDC Service, and/or the Reseller Application, including implementation, customization and other consulting services related to customers’ use of the Platform and/or the SFDC Service, and applications (both offline and online) that interoperate with the Platform, SFDC Service, and/or the Reseller Application, such as by exchanging data with the Platform, the SFDC Service, and/or the Reseller Application, or by offering additional functionality within the user interface of the Platform, the SFDC Service, and/or the Reseller Application through use of the Platform and/or SFDC Service's application programming interface. SFDC does not warrant any such third-party providers or any of their products or services, including but not limited to the Reseller Application or any other product or service of Reseller, whether or not such products Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 39 or services are designated by SFDC as "certified," "validated" or otherwise. Any exchange of data or other interaction between You and a third-party provider, including but not limited to the Reseller Application, and any purchase by You of any product or service offered by such third-party provider, including but not limited to the Reseller Application, is solely between You and such third-party provider. In addition, from time to time, certain additional functionality (not defined as part of the Platform or SFDC Service) may be offered by SFDC or Reseller to You, for an additional fee, on a pass-through or OEM basis pursuant to terms specified by the licensor and agreed to by You in connection with a separate purchase by You of such additional functionality. Your use of any such additional functionality shall be governed by such terms, which shall prevail in the event of any inconsistency with the terms of these SFDC Service Terms of Use.

3. Proprietary Rights. Subject to the limited rights expressly granted hereunder, SFDC reserves all rights, title and interest in and to the Platform and the SFDC Service, including all related intellectual property rights. No rights are granted to You hereunder other than as expressly set forth in these SFDC Service Terms of Use. The Platform and the SFDC Service is deemed SFDC confidential information, and You will not use it or disclose it to any third party except as permitted in these SFDC Service Terms of Use.

4. Compelled Disclosure. If either You or SFDC is compelled by law to disclose confidential information of the other party, it shall provide the other party with prior notice of such compelled disclosure (to the extent legally permitted) and reasonable assistance, at the other party’s cost, if the other party wishes to contest the disclosure.

5. Suggestions. You agree that SFDC shall have a royalty-free, worldwide, transferable, sublicenseable, irrevocable, perpetual license to use or incorporate into any SFDC products or services any suggestions, enhancement requests, recommendations or other feedback provided by You or Your Users relating to the operation of the Platform and/or the SFDC Service.

6. Termination. Your use of the Platform and the SFDC Service may be immediately terminated and/or suspended upon notice due to (a) a breach of the terms of these SFDC Service Terms of Use by You or any User, (b) the termination or expiration of Reseller’s agreement with SFDC pursuant to which Reseller is providing the Platform as part of the Reseller Application to You, and/or (c) a breach by Reseller of its obligations to SFDC with respect to the subscriptions it is providing to You in connection with these SFDC Service Terms of Use.

7. Subscriptions Non-Cancelable. Subscriptions for the Platform and the SFDC Service are non-cancelable during a subscription term, unless otherwise specified in Your agreement with Reseller.

8. Data Storage. The Platform and SFDC Service includes a certain cumulative amount of storage per User subscription for no additional charge. Contact Your Reseller for additional information. Additional storage may be available for purchase from the Reseller.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 40

9. No Warranty. SALESFORCE.COM MAKES NO WARRANTIES OF ANY KIND, INCLUDING BUT NOT

LIMITED TO WITH RESPECT TO THE PLATFORM, THE SFDC SERVICE, AND/OR THE RESELLER APPLICATION, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE. SALESFORCE.COM MAKES

NO REPRESENTATION, WARRANTY, OR GUARANTY AS TO THE RELIABILITY, TIMELINESS, QUALITY, SUITABILITY, AVAILABILITY, ACCURACY OR COMPLETENESS OF THE RESELLER APPLICATION.

SALESFORCE.COM DOES NOT REPRESENT OR WARRANT THAT (A) THE RESELLER APPLICATION WILL

BE AVAILABLE, SECURE, TIMELY, UNINTERRUPTED OR ERROR-FREE OR OPERATE IN COMBINATION WITH THE SALESFORCE.COM SERVICE OR ANY OTHER APPLICATION, SOFTWARE, HARDWARE,

SYSTEM OR DATA, (B) THE RESELLER APPLICATION, THE PLATFORM OR THE SFDC SERVICE WILL MEET

YOUR REQUIREMENTS OR EXPECTATIONS, (C) ANY DATA STORED USING THE RESELLER

APPLICATION WILL BE ACCURATE, RELIABLE, OR SECURE, (D) ERRORS OR DEFECTS IN THE RESELLER

APPLICATION, THE PLATFORM, OR THE SFDC SERVICE WILL BE CORRECTED, OR (E) THE RESELLER

APPLICATION OR THE SYSTEMS USED BY RESELLER TO MAKE RESELLER APPLICATION AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. THE PLATFORM AND THE SFDC SERVICE IS PROVIDED STRICTLY ON AN "AS IS" BASIS. TO THE MAXIMUM EXTENT PERMITTED BY LAW, SALESFORCE.COM DISCLAIMS ALL CONDITIONS, REPRESENTATIONS AND WARRANTIES, WHETHER

EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, WITH RESPECT TO RESELLER APPLICATION AND THE

SERVICE, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT OF THIRD PARTY RIGHTS.

10. No Liability. IN NO EVENT SHALL SFDC HAVE ANY LIABILITY TO YOU OR ANY USER FOR ANY

DAMAGES WHATSOEVER, INCLUDING BUT NOT LIMITED TO DIRECT, INDIRECT, SPECIAL, INCIDENTAL,

PUNITIVE, OR CONSEQUENTIAL DAMAGES, OR DAMAGES BASED ON LOST PROFITS, HOWEVER

CAUSED AND, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, WHETHER OR NOT YOU HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

11. Further Contact. SFDC may contact You regarding new SFDC service features and offerings.

12. Google Programs and Services. Platform or SFDC Service features that interoperate with Google programs and services depend on the continuing availability of applicable Google application programming interfaces (“APIs”) and programs for use with the Platform and the SFDC Service. If Google Inc. ceases to make such APIs and/or programs available on reasonable terms to SFDC, SFDC may cease providing such features without entitling You or Reseller to any refund, credit, or other compensation.

13. Third Party Beneficiary. SFDC shall be a third party beneficiary to the agreement between You and Reseller solely as it relates to these SFDC Service Terms of Use.

SCHEDULE 2 TO EXHIBIT A
(Support Services)
This Schedule 2 (the “Schedule”) details the Support Services that Consultant will deliver to City. For the avoidance of doubt, Consultant will not deliver support services directly to an end user of City.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 41 Support Description. Consultant will provide support to City through the support portal, telephone and email (“Support”) as defined in the Service Availability – Initial Contact and Response section below.

Support Service Availability – Initial Contact and Response Request for Support. Authorized Users will make Support requests by submitting a request via Consultant’s customer support web portal at https://brillion.my.site.com/support/ or emailing [email protected].

Coverage parameters specific to the services covered in this Schedule are as follows:
● Support Community: Monitored 6:00 A.M. to 8:00 P.M. Monday – Friday, Eastern Time Zone.
ο Service Requests received outside of office hours will be collected; no action, however, can be guaranteed until the next business day. ● Consultant shall not offer support on the following days; inquiries received during these holidays will be addressed on the next business day.

Day or Date Official Name
January 1 New Year's Day
Third Monday in January Martin Luther King, Jr. Day
Last Monday in May Memorial Day
July 4 Independence Day
First Monday in September Labor Day
Fourth Thursday in November Thanksgiving Day
Friday after Thanksgiving Day after Thanksgiving
December 24 Christmas Eve
December 25 Christmas
Service Tiers
Standard and Premier Support activities are defined as follows.

Standard Support
• Answer “How-to” questions on using the system
• Access to knowledge base and relevant documentation
• Address bugs and defects on work delivered by Consultant • Regular monthly Customer Support calls as needed
• Troubleshoot integrations owned and maintained by Consultant, including renewal of certificates and tokens
• Troubleshoot third-party tools provided by Consultant Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 42 • Software release training & specifications
• Consult on Salesforce updates
• User license requests
As part of the Standard Support Services, Consultant will deliver to City up to ten (10) hours of Standard Support per month. If more than 10 hours are needed, City will need to purchase a Premier Support Subscription.

Inquiry Settlement (Service Defect) Request and Response The following definitions will be used for this Schedule. ● CRITICAL: Defect Severity Level 1 (S1) – Defined as application is not available to all or substantial number of users and production processing is not available for any business purposes. (i.e. software does not operate. Excludes Internet connectivity issues). ● HIGH: Defect Severity Level 2 (S2) – Defined as part of production application is not working and there is no workaround; major functionality is inoperable or unusable for a small number of users. Also defined as software does not meet in-scope business requirements without a manual work-around or a specific in-scope module of the software is not usable without a manual work-around.
● MEDIUM: Defect Severity Level 3 (S3) – Defined as part of the application is not working for in-scope software features as intended, but a reasonable, jointly agreed-upon workaround exists leaving the essential functions intact and operable. ● LOW: Defect Severity Level 4 (S4) – Defined as minor cosmetic problems within in-scope features of the software that do not impact the established business processes. ● General support (G) – General end user questions about in-scope functionality ● Training requests (T) – Requests for training on in-scope features Inquiry Settlement (Service Defect) Request and Response Table Note: General support and Training requests will be prioritized and assessed as part of the support queue.

Request Type Response Time Initial
Assessment
Update
Frequency
Maximum
Resolution Time
S1 Critical During Business
hours:
30 minutes
Outside business
hours:
2 hours
2 business hours 2 business
hours
16 business hours
S2 High 2 business hours 4 business hours 4 business
hours
24 business hours
S3 Medium 8 business hours 16 business
hours
Weekly 40 business hours
Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion Response to RFP #07-123 Utility Rebate Management System Page | 43 S4 Low None. 24 business
hours
Weekly Prioritized as part
of product
roadmap
Inquiry Resolution Reporting
Consultant agrees to report on Inquiry Resolution metrics to City at least once every ninety days.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Brillion, Inc.

Jon Ezrine, CEO
[email protected]
X
404-642-6190
1551 Emancipation Hwy, Unit 1513, Fredericksburg, VA 22401-4683 Docusign Envelope ID: 5758EC69-C3F3-4412-BD20-7107E2DB4F5D Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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X
X
Jon Ezrine Brillion, Inc. 1/16/26
Docusign Envelope ID: 5758EC69-C3F3-4412-BD20-7107E2DB4F5D Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Docusign Envelope ID: 5758EC69-C3F3-4412-BD20-7107E2DB4F5D Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Docusign Envelope ID: 5758EC69-C3F3-4412-BD20-7107E2DB4F5D Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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CEO Brillion, Inc.

January 16, 2026 Atlanta
Georgia
Docusign Envelope ID: 5758EC69-C3F3-4412-BD20-7107E2DB4F5D Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Y The Brillion Fulfill applica�on,
built of the Salesforce pla�orm
provides industry leading
compliance and security. For a
comprehensive overview, please
visit Salesforce Compliance Site
Y
The Brillion Fulfill applica�on is
fully compatible with the SAML
2 SSO standard and can
integrate with SAMLcompatible identity providers
NA See response to item #2 above.

NA See response to item #2 above.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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NA Brillion Fulfill is a cloud-based
applica�on built on and
powered by the Salesforce
Pla�orm.

Y Brillion can provide a data
dic�onary for the Fulfill
applica�on.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Y Roseville Electric’s exis�ng Fulfill
applica�on is hosted within the
con�nental US. Roseville Electric
can determine the server
loca�on by using Find My
Instance - Trust | Availability
Y The Brillion Fulfill applica�on,
built of the Salesforce pla�orm
provides industry leading
compliance and security. For a
comprehensive overview, please
visit Salesforce Compliance Site
Y In Mo�on: All transmissions
between the user and the
Salesforce Services are secured
using TLS 1.2 or higher and
encrypted using 256 or 128-bit
encryp�on. The Services use
Interna�onal/Global Step Up SSL
cer�ficates with 2048-bit Public
Keys.

At rest: In addi�on to the
encryp�on in transit described
above our solu�on includes the
feature to encrypt custom text
fields.

Y In Mo�on: All transmissions
between the user and the
Salesforce Services are secured
using TLS 1.2 or higher and
encrypted using 256 or 128-bit
encryp�on. The Services use
Interna�onal/Global Step Up SSL
cer�ficates with 2048-bit Public
Keys.

At rest: In addi�on to the
encryp�on in transit described
above our solu�on includes the
feature to encrypt custom text
fields.

NA Brillion Fulfill does not contain
any cardholder data.

Y Roseville Electric’s exis�ng Fulfill
applica�on is hosted within the
con�nental US. Roseville Electric
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can determine the server
loca�on by using Find My
Instance - Trust | Availability
Y Mul�level security products
from leading security vendors
and proven security prac�ces
ensure network security. To
prevent malicious atacks
through unmonitored ports,
external firewalls allow only htp
and htps traffic on ports 80 and
443, along with ICMP traffic.

Switches ensure that the
network complies with the RFC
1918 standard, and address
transla�on technologies further
enhance network security. IDS
sensors protect all network
segments. Internal so�ware
systems are protected by twofactor authen�ca�on, along with the extensive use of technology
that controls points of entry. All
networks are cer�fied through
third-party vulnerability
assessment programs.

Y The underlying pla�orm Oracle
databases are backed up using
Oracle Recovery Manager, EMC
Data Domain, Veritas NetBackup
and Oracle StorageTek tape
libraries. Customer data, up to
the last commited transac�on,
is replicated to disk in near-real
�me at the designated disaster
recovery data center and backed
up at the primary and disaster
recovery data centers. Backups
are performed daily at each data
center facility without stopping
access to the applica�on.

Replica�on is transmited over
an encrypted network (our 10
Gigabit WAVE network with
inline high-speed Ethernet
encryptors across all data
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centers). Backups are retained
for 90 days. Backup media never
leave our secure data center
facili�es, unless they are to be
re�red and destroyed through a
secure destruc�on process. The
backup reten�on policy is 90
days (30 days for sandboxes).

Deleted / modified data cannot
be recovered a�er 90 days (30
days for sandboxes). For longer
reten�on, there is a weekly
export feature available in the
system.

Y See response to item #24 above.

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# Requirement Optional Y/N Current System
Functionality Y/N
Supporting
Documentation
Required Y/N
Included; Custom;
Not Available;
Unsure of
Feasibility
Included in
Base Proposal
Cost (Y/N)
Additional Cost Vendor Comments
Customer and User Management
Ability to provide differing access control via permission levels. N Y N Included Y
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to provide Utility authentication supporting Single Sign-On (SSO) using OAuth 2.0, OpenID Connect, SAML, or Ping Federate integration. N Y Y Included Y
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to build customer authentication online access
through entering Harris based CIS tool, Cayenta Y N N Custom Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

This requirement will be managed and delivered through the proposed Application Management Services (AMS) subscription using a structured backlog, with prioritization and sprint-based execution performed in collaboration with Roseville Electric.

This requirement would be addressed by Brillion Development resources in collaboration with Roseville Electric's IT staff and thus is being labeled as Custom.

Ability to allow for password free access to online customer self-serve rebate processing through validating account number and verifying through email or phone.

Y N N Unsure of Feasibility N
Customer access to the existing portal environments is likely not possible through account number or email verification.

Ability to build in CRM features to collect customer contact info, document conversations, manage parent-child
account relationships, support mass email campaigns,
track customer responses, and allow opt-outs. * Y N N Included Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Integration and Data Management
System Migration and Historical Data Management
Ability to provide historical data conversion and import information including account information, project
information, files attached to projects and data collected on specific technology measure offerings. N Y N Included Y N/A If selected, Brillion will continue to provide the same Salesforce environment to Roseville Electric, thus, no historical data migration is required.

Ability to provide import historical data for 240,000
accounts (468.9MB), 160,00 contacts (312.3 MB), 75,000
projects (146 MB), 100,000 project measures (191.6 MB), 8,542 email messages (191.6 MB) and 150 GB of files
attached to projects. N Y N Included Y N/A
If selected, Brillion will continue to provide the same Salesforce environment to Roseville Electric, thus, no historical data migration is required.

Ability to provide scalable data storage capacity included in base cost, up to 1 terabyte. Y N N Included Y
Included in Base Cost for
Licenses and Products
Roseville Electric currently utilizes 32% of the available platform data storage, and 134% of the available platform file storage. To date, an additional 50GB of file storage have been provisioned to the Roseville Electric platform and to address the current overage (using 134% of available) our base cost for licenses and products, including data and file storage includes costs for an additional 1TB of file storage and 20GB of data storage -- beyond what is currently provisioned.

Ability to provide a means to run reporting on historical data including accounts, projects, and data collected on specific technology measure offerings. Data export capabilities
needed in multiple formats (CSV, Excel, XML, JSON). N Y N Included Y N/A If selected, Brillion will continue to provide the same Salesforce environment to Roseville Electric, thus, no historical data migration is required.

Data Upload and Backup
Ability to have monthly (or more frequent) upload capability for City of Roseville customer account info such as account name, contacts, account number, premise, address, email and phone number should through API interaction with IICS Informatica system or CSV uploading tool. Ability for data uploads to allow for updates to existing accounts in system as well as uploading of new accounts. N Y N Included Y
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to have automated export and backup of system data and metadata with vendor collaboration including for
replica or sandbox environments. This can include export to third party offsite/cloud backup environment. N Y N Included Y This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to maintain two replica environments including one for development and testing of enhancements and another for testing solutions to defects in the production
environment. Replicas should include all data necessary to fully test solutions in the environments N Y N Included Y Included in Base Cost for
Licenses and Products
Roseville Electric currently has 2 full sandbox environments provisioned to the Roseville Electric platform.

Our base cost for licenses and products includes the continued subscription for these 2 full sandbox environments.

Ability to auto export in mass solutions created in the replica environments rather than manual build process
duplication. N Y N Included Y
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to upload in mass CSV files for automated project creation of up to 100 projects. Project info may include quantity, energy savings, tons, square ft, horsepower, etc., and may also include direction on a name and address to received payment including identifying current customer or contractor accounts. N Y N Included Y
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Data Retention
Ability to permanently store 13,000 solar projects plus an additional 1,500 for new solar projects annually. Each solar project will contain several attachments, and data for
several solar arrays and batteries that must be accessible.

Ability to temporarily store about 20,000 projects for
between 2 and 5 years. Temporarily stored projects to
include attachments and measure offering data. N Y N Included Y Included in Base Cost for
Licenses and Products
As described in our response to "Ability to provide scalable data storage capacity included in base cost, up to 1 terabyte." our base cost includes adequate data and file storage for these projects and supporting attachments/files.

Security and Compliance
Certifications and Standards
• SOC 2 Type II and ISAE 3402 reports.
• ISO 27001 and FISMA certifications.
• Industry-standard encryption and secure data
transmission and storage.
• Security patching and data destruction policies. N Y N Included Y The security and compliance requirements are currently met through the Salesforce platform and energyOrbit application and will continue to be supported for any future platform upgrades.

Technology Stack and Hosting
Vendor to be able to provide description of system
architecture, third-party dependencies, development and hosting environment and data center locations and security protocols. N Y Y Included Y
By building Brillion Fulfill on the Force.com platform we can provide unmatched reliability, security, and scalability. For a detailed overview please see the Appendix: Platform Security Disaster Recovery
Vendor to be able to provide a documented disaster
recovery plan with recovery time objectives and routine testing to be provided. Ability to guarantee no more than 15 hours of system downtime per year, except if utilizing
overnight hours for system maintenance and upgrade. N Y Y Included Y By building Brillion Fulfill on the Force.com platform we have achieved 99.99% system uptime since 1999.

The platform's disaster recovery is supported through real-time replication within each data center and near real-time replication between the primary and disaster recovery data centers, with all data transmitted over encrypted links and regularly tested to verify projected recovery times and customer data integrity.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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Privacy
Vendor to be able to conduct business while ensuring no sharing or selling of Roseville customer information outside of City of Roseville. N Y N Included Y Brillion will never share or sell any Roseville Electric customer data.

Processing Requirements
Vendor to be able to provide quick processing speeds.

Target CPU processing times of 10 seconds or less for
synchronous Apex, experience page time loads and no more than 60 seconds for asynchronous apex, DML operations,
SQL queries and SOQL queries. System to provide tools to monitor and optimize transaction processing speeds. N Y N Included Y By building Brillion Fulfill on the Force.com platform we are able to deliver to these processing requirements, today and in the future.

Program and Measure Build
Vendor to be able to build out all programs and measure offerings described in scope including Environmental
Utilities programs with annual cloning capability, Electric Energy Efficiency programming, New Construction
programming, Electric Vehicle and Charging programs,
Solar Programming, Invoice Tracking Programming and
Behavior Programming. N Y N Included Y
Roseville Electric's existing platform already supports many of the current, existing program types and measures. These program configurations are delivered using proven, existing platform functionality.

Any new or upcoming programs, measures, or modifications identified within this RFP that are not already configured will be implemented through the proposed Application Management Services (AMS) subscription.

Under AMS, Brillion will collaborate with the Client to catalog, prioritize, and configure these requirements within a structured backlog and sprint-based delivery model, ensuring timely implementation aligned with program objectives.

Account Functionality
Ability to build system accounts that store multiple
contacts. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to set a primary contact to be utilized for automated attachment to projects as a primary contact to be utilized in automated emails. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for accounts to store account number, premise
number, and customer numbers from CIS system. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for accounts to store all automated outgoing emails. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for accounts to store notes and attachments. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for accounts to store records for all projects related to the account. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Trade Ally Account Functionality
Ability for Trade Allys to self create accounts to be utilized by the rebate processing system through an online fillable form or portal. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for contractor account creation to support storing of state and local business licenses numbers, business type information and a tax ID. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for Trade Ally application process to support online agreement verification to Roseville's contractor code of conduct. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for contractor account application process to
support approvals or denial by Roseville staff. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for Trade Ally accounts to store links to outgoing emails and projects their account is involved in. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Program Fields and Functionality
Ability for programs to allow multiple measures or project offerings. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for programs to allow for updating
offerings/measures names, incentives, incentive
calculations, deemed energy savings or energy savings
calculations N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for measures to be able to be expired through date editing. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for measure offerings to have cloning or copying functionality to allow for easy creation of similar measures while changing one or more attributes such as the naming convention, incentive level, or assigned energy or water savings. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for programs to allow for maintaining program
requirements that will be presented to customers or staff in processing including free form answers, drop downs,
yes/no, and attachments. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for program requirements to be able to be edited and expired through date editing. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to have programs tracking dollars spent against program and remaining annual budgets. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to have programs that allow for multiple
simultaneous budget tracking such as storing and tracking budgets for calendar year and fiscal year date ranges
simultaneously. Example:7/1/2026-6/30/2027 and
1/1/2026-12/31/2026. Y N N Included Y
See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability for programs to track links of projects created under them with information displayed such as project name,
status, created date, payment date, and included
measures/offerings, incentive, kW savings, kWh savings, info on if created in customer portal or not. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for projects linked to program to be sortable based on created date, paid date or measure offering. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Project Fields and Functionality
Ability for project to include links back to associated program, accounts and contacts. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for projects to have functionality for automated project naming formulas with program names, customer
names, and customer addresses included. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for projects to store a project manager field based on a formula copying from assigned manager to program. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for project contact assignment and info to be
editable and allow for email additions and updates. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for project fields/interface to be customizable based on program type – i.e. water, electric, solar, residential, commercial. Y Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for projects to allow for adding multiple project measures/offerings into one project. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for project to store totals rolled up from the measure offering level in terms of total energy savings, water savings, incentives, or solar size from one or multiple measure
offerings that may be added on the project. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for project status selection to be possible to tailor to program type – i.e. water, electric, solar, residential, commercial. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

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Ability for projects to be able to store automated outgoing emails on the project to make possible to view content and recipients at later dates. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to pay Account Holder, Alternate Account Contact, Contractor, or other third party and view name and address payments will be sent to. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to drag and drop attachments and emails into
project. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to configure links between specific program
requirement questions and specific measure offerings on a program so that requirements only populate when specific measures are chosen as part of a project. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to configure project requirements to include options to fill in free form answers, drop downs, or to allow
attachments. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for requirements to allow for satisfaction through simple checking of a check box even if alternative
satisfaction meeting functionality is also available. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to configure projects that allow the ability to set time limits for expiration and automated status changes and
emails that will be set after this time limit is met. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Project Approval
Ability to designate approval workflow based off of program types or individual program names. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to have project approval workflow visible to staff processing projects, including locating exactly which
supervisory employee has a project available for them in their queue to approve. Y N N Included Y
See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability for additional project approver assigning to be configurable for automation based off of various incentive thresholds . N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for approval queue owners to be reassigned so that with one change the approver for all programs under a
certain category can be changed. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for project approval workflow to allow for projects to accumulate for approver users in a queue to view all
projects available for approver in one list, complete either individual or mass approval. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for approval queues to display project names,
program incentives, payment recipient, and payment
recipient address and any special notes from processor. Y N N Included Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability to configure approvals so that the last necessary approver in the approval chain will trigger an automated status change marking the project as ready for payment. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Project Date Stamps Ability to have an automated date stamped for when project is created, reserved, approved for payment and finale
through payment processing. These date stamps will then be utilized for reporting purposes. Environmental Utilities project to include date stamps for pre and post inspection with functionality for time allotments between statuses, and time thresholds initiating project expiration. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Project Payment Processing
Ability to produce report of a batch of projects that have moved through all necessary approvals and are ready for payment. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for batch reports to be able to be separated between Environmental Utility specific projects, Energy Efficiency projects and EV related projects, and any newly created categories. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for batch payment reports to be stamped for the day they were created, include project names, payee names,
payee address, and identify whether the payee is a
customer or contractor, include an identifying number for the batch report and include the accounting string for
projects to be paid out of. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Project Payment Processing Through Bill Credit
Ability to configure system to integrate with Harris
Customer Information System, Cayenta, or to utilize an API to populate bill credits for appropriate accounts with
project incentive amounts. N N N Included Y
See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability for some measure fields to be displayed only to staff, and others to both customers and staff. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to include validation rules which alert if entered values on measure offerings are outside of expected range or pre determined limits. Y Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for validation rules to include incentive caps, and quantity limits. Y Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to create validation rules which prevent process from moving forward when not followed. Y Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to copy or clone measures to create new offerings on same, new or different programs utilizing the same fields sets and calculations but attaching new inputs such as new measure names, new energy savings inputs, and new
incentive inputs when needed. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

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Measure Calculation Functionality
calculations: o Incentives
per ton
o Incentives per Quantity
o Incentives per length
o Incentives per Horsepower
o Incentive per square ft
o Energy savings per ton, horsepower, length, square ft, and CFM quantity.
o Water savings per square ft N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to configure the ability for staff to override both calculated energy savings and calculated incentives. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to customize future calculations for energy, water savings or incentives based on multiple customizable
variables. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Online Customer and Trade Ally Portal
Portal Accessibility
Ability for portal to follow California specific guidelines for Title II of the Americans with Disabilities Act (ADA) and Web Content Accessibility Guidelines (WCAG) Version 2.1, Level AA for web content and mobile apps.

This includes:
• Providing text alternatives for images and document links (e.g., alt text)
• Providing captions for videos
• Ensuring sufficient color contrast between text and
background
• Ensuring that all PDF documents adhere to the
aforementioned accessibility requirements.
• The text within the PDFs should be selectable, allowing users to highlight it with their mouse. N N Y Included Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

As described in the letter from Brillion on December 5, 2025, Brillion is committed to the following deliverables and timelines. By April 24, 2026, our energyOrbit / Fulfill software will:
• Support WCAG 2.1 Level AA conformance for public-facing interfaces and outputs, as required by federal and California law.
• Support compatibility with assistive technologies, including screen readers and keyboard navigation. • Provide documentation of accessibility conformance, such as a VPAT, upon request.

This approach enables Brillion customers to meet their obligations under laws including ADA Title II, Section 508, and California Government Code Section 7405.

The company expects to release these updates to customers no later than March 27, 2026.

Brillion performs WCAG compliance scans across all customer environments to assess accessibility status and identify any gaps. Brillion will collaborate with Roseville Electric personnel to prioritize, remediate, and validate the resolution of identified items, with the goal of achieving and maintaining WCAG compliance.

Any product configurations, branding, styling, and other portal elements that must be updated to meet WCAG compliance will be managed between Brillion and Roseville Electric under the proposed Application Management Services (AMS) engagement.

Ability for portal pages to be optimized for AI compatibility. N N N Included Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability to expand portal access to 10-15 commercial
programs described in scope. Y N N Included Y
See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability for portal application to be accessible in all major cell phone and tablet devices including iPhone, android, pixel, galaxy, iPad, Samsung tablet, amazon fire, Microsoft
surface, and Chromebook tablets. N Y N Included Y
See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability for customers to be able to add in their email for notifications if one is not already in the system. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to provide portal links directly to individual portal application pages for each of Roseville's program webpages but also allow for options for customers to be able to view all available portal programs. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for online application process to facilitate applying for multiple offerings in one application and to be able to easily drill down to preferred selection. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for applicants to be able to fill in any measure specific data through portal application process such as quantity, tons, length, square ft, gallons etc. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for customers to be able to enter application process without password via entering account number and street address digits. Y N N Unsure of Feasibility N
Customer access to the existing portal environments is likely not possible through account number or email verification.

Ability to facilitate username and password entry into portal application process for customers and facilitate customer password self reset process. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to configure requirement questions within portal process that can be answered by customers or contractors utilizing free form answers, drop down question answers and attachments. Information to automatically populate in back end processing viewability once submitted by
customer or contractor. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to allow for dragging and dropping of files into online rebate portal process to satisfy requirements. Y N N Included Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Brillion proposes to address this capability through the Application Management Services (AMS) engagement, where it has been included in the initial AMS backlog. The requirement will be further evaluated during discovery and due diligence, prioritized in coordination with the City, and delivered in alignment with the AMS implementation approach. Scope, configuration approach, and delivery timing will be determined through backlog refinement and sprint planning to ensure the requirement is addressed efficiently and in accordance with overall project priorities
Ability for portal to allow attachment of word, pdf, excel and varied image attachments without stringent file size limits, or with functionality in app to easily reduce file sizes. N Y N Included Y N/A The platform allows for attachment of multiple file types, however, there are strict file size limitations of the Salesforce platform. The maximum file size is 2GB. There is no current or known future functionality on the Ability for online application portal process to lock down Salesforce platform roadmap to help users reduce file size within the portal experience. customer and contractor access after initial submittal but allow for re-entry into the application process through staff status change such as “need info,” or “application
rejected.” N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for portal application process to facilitate re-entering online portal application when additional attachments or information is required. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for portal application process to facilitate a
“reservation” phase and a “post reservation” phase
supporting separate requirement questions and document
collection for the reservation portion of the project and the final docs portion of the project. Y N N Included Y
See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

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Functionality allowing online portal process to contain a viewable list of projects to customers and or contractors showing all historical projects, incentive amounts and their statuses, including functionality to sort projects by date. Y Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Functionality in online portal application process to allow designating an alternate address for payment recipient. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Contractor Trade Ally Online Application Functionality
Ability for Contractor application process to allow for multiple contracts from a single company to have access to submitting project on the company's behalf. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for Trade Ally to be able to apply for rebates on behalf of customers through providing customer’s utility account number and digits from street address, or some other
accessible verification that includes information not
available to a contractor unless working directly with a customer. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for Trade Allys to be able to select per project if they will receive rebate payment, or if they elect to send rebate payment to the customer, the customer at their account
address, a different address, or a third party corporate office. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for Trade Ally application process to allow sending incentives to an alternate corporate office name and
address, or alternate address for customer. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Email Functionality
Ability for outgoing emails to both be sent by and cc City of Roseville shared email addresses allowing for customer’s replies to populate directly into shared City email inboxes. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to customize automated emails sent during various project milestones such as project status changes. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for automated emails to have small sections
populated through manual entry in project processing
system such as "reason for rejection" fill in or drop down options, or fill ins for what additional information in required with the project. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability for automated emails to be accessible for full manual edits prior to being sent if desired. Y N N Included Y
See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Brillion proposes to address this capability through the Application Management Services (AMS) engagement, where it has been included in the initial AMS backlog. The requirement will be further evaluated during discovery and due diligence, prioritized in coordination with the City, and delivered in alignment with the AMS implementation approach. Scope, configuration approach, and delivery timing will be determined through backlog refinement and sprint planning to ensure the requirement is addressed efficiently and in accordance with overall project priorities
Ability to have automated emails pulling in key project information fields such as project name, primary project contact, primary contractor, project id numbers, reason for rejection, information needed, incentive amounts, etc. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades. Ability for automated emails to include examples such as the following: Interconnection approval for solar,
permission to operate notices for solar, reservation
confirmations, rebate application received confirmations, rebate reservation approved confirmations, notice for pre inspection scheduling, notice for post inspection
scheduling, information needed request, application
rejected notice, rebate approved confirmation, and rebate payment on it’s way confirmations. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to allow DKIM keys or other spoof prevention
technology. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

AI Enhancements
Ability to provide enhancements leading towards AI
recognition of documents and images provided on online
portal application process or uploaded by staff to automate the creation of projects and fill in data regarding various Y N N Included Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Ability to access reports that include the option to bring in fields and filter on fields within multiple objects
simultaneously such as accounts, contacts, programs,
projects, measures/offerings and various fields stored on each of these objects such as specific fields collected within measure offerings. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to configure reports to include or exclude results based off of key words in programs, measures or project statuses. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to run reports from fully customizable date ranges. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Ability to schedule report running including automated date adjustments for new week, new month, new year and
automated emailing of report results. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Key Reports Required
Ability for system to produce the following Reports: Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Interconnection
Weekly automated report showing number of solar arrays
and battery interconnections under each solar program
type. Data included would be account names, address,
project name, solar expansion status, account premise
number, and various kW and kWh ratings related to the
arrays and batteries. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

All time solar
Report that can generate data on all time solar array
interconnections and batteries similar to the
interconnection report which will include historical data back to around 2012. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.
1037
A report with customizable dates typically set for fiscal year that can display all incentivized energy efficiency measures over the course of a year under their program category and display info for each measure category of total kW saved, kWh saved, total tons, total CFM units, length, horsepower, total quantity of each measure and total incentive of each measure. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

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1099
A report showing all payments over the course of a calendar year including which payments went to customers,
contractors, or other third parties. Data must also show what programs these payments occurred under. Payments
for contractors must display contractor business type and tax ID. Report will be utilized with a pivot table after extract unless other functionality can be provided within
application. Roseville must track entities with $600 or more of cumulative incentives paid by Roseville in order to issue 1099 tax forms to businesses and individuals. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

All time EVs and Chargers
Report that can generate data on all time LCFS payments based off of a tag in program names. Report data must
include historical projects dating back to around 2012. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Budget Reports
Reports with customizable date ranges which can be used to show year to date spending per program including
reservations and remaining budgets based off of budgets entered per program for the set time period such as fiscal year or calendar year. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Measures over time
Reports that can show participation, quantity and energy savings of any group of measures over any customizable
time period including historical data. N Y N Included Y N/A This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Dashboards
Ability to see trendlines for measure participation and spending over a particular measure category, which will include several measures combined into one data category.

These trendlines should be able to track participation, spending and energy savings of a measure category month to month over several years. (i.e. showing the trends of Heat Pump HVAC measures as a category although there will be several individual offerings that fall under that category) Y N N Included Y See Tab F: Cost Proposal for
details on the proposed AMS
subscription services and
associated fees.

Dashboards showing split out for energy efficiency projects submitted by customers, contractors, and submitted by
email vs online portal process. N Y N Included Y N/A
This functionality is currently part of the existing Roseville Electric configuration and will continue to be supported for any future platform upgrades.

Docusign Envelope ID: 1D06B931-C2FB-829B-815E-896DE4FD852B

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City Council
Communication
Meeting Date: 6/17/2026
Item #: VII.31
File #: 0900-04-01
Item ID: 2026-456
Title: Fiscal Year (FY) 2026-27 Road Maintenance and Rehabilitation Account Project Identification
Contact: Laura Salcedo 916-774-5437 [email protected]

SUMMARY
Staff recommends, as required by Senate Bill 1, approval to identify the South Cirby and Cirby Ranch Residential Resurfacing Project for use of the City's FY2026-27 funding allotment from the State Road Maintenance & Rehabilitation Account Fund. No General Fund resources will be used for the project.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution, as required by Senate Bill 1 (SB-1), identifying the South Cirby and Cirby Ranch neighborhood resurfacing project for use of the City's FY2026-27 funding allotment from the State Road Maintenance & Rehabilitation Account (RMRA) Fund.

BACKGROUND
Senate Bill 1 (SB-1), the Road Repair and Accountability Act of 2017, was signed into law in April 2017 to address the budget shortfall for maintenance of existing infrastructure throughout the state. As part of the legislation, local agencies are required to list all proposed projects scheduled to receive SB-1 funding by resolution prior to receiving an apportionment of Road Maintenance and Rehabilitation Account (RMRA) funds in a fiscal year. The funding is restricted to street maintenance, rehabilitation, safety, and transit projects. The California Transportation Commission (CTC) issued the requirement that project lists for the 2026-2027 fiscal year are due by July 1, 2026. The attached resolution fulfills that requirement.

The Project includes the installation of ADA-compliant curb ramps, repairs of damaged curb and gutter, removal and replacement of failed asphalt roadway sections, and the application of a preventative maintenance surface treatment. The streets scheduled to receive the new curb ramps, maintenance and resurface application are shown on the attached map.

The estimated useful life of these improvements is 7 to 10 years. Construction of South Cirby and Cirby Ranch Resurfacing Project is planned to begin in late 2026 with the installation of ADA compliant curb ramps and concrete repairs, followed by the resurfacing application beginning in the summer of 2027. This project is a part of the City's proactive street pavement maintenance program designed to seal, protect, and preserve the underlying pavement by applying relatively affordable asphalt resurfacing products.

Preventative maintenance surface treatments protect the existing asphalt surfaces and extend the life of the underlying pavement. This keeps our streets in good condition, avoiding pavement failures that would require more costly rehabilitation and reconstruction.

In addition, the City maintains a pavement management software database to help guide staff as to which streets should be resurfaced in any given year based on field inspections and pavement condition data collected at three-year intervals. The software allows staff to resurface streets in a systematic way that

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ensures we get the most out of the City's limited funding over the long term.

Public Works staff will work closely with the Public Affairs and Communications Department to keep the community informed of the project and its impact. Notifications may include, but are not limited to: mailers, door hangers, signage, social media, website (roseville.ca.gov/resurfacing), and email newsletters.

FISCAL IMPACT
The City is estimated to receive $4.4 million from the Road Maintenance & Rehabilitation Account (RMRA — also known as SB-1) Fund in Fiscal Year 2026-27. The engineer's estimate for the South Cirby and Cirby Ranch Resurfacing project is $7.5 million and will be funded by the FY26/27 allotment of RMRA funding. Staff plans to return next year to identify the project for the FY27/28 allotment of RMRA to fund the remaining portion of the project. Additionally, some Highway User Tax funds may be used. No General Fund resources will be used for the project.

ENVIRONMENTAL REVIEW
The proposed project involves the maintenance and minor alteration of existing facilities. This activity is categorically exempt from CEQA as a Class 1 Exemption (State CEQA Guidelines Section 15301). The Exemption has been prepared and no further CEQA action is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

2. Remain fiscally responsible in a changing world

4. Invest in well-planned infrastructure and growth
Respectfully Submitted,
Laura Salcedo, Assistant Engineer
Jason Shykowski, Public Works Director
ATTACHMENTS:

1. Area Map

2. Resolution 26-237

3. CEQA Exemption - Cirby Ranch and South Cirby Curbs and Resurfacing (Class 1) REVIEWERS:

Laura Salcedo, Public Works Department - Engineering - City Projects Created/Initiated - 5/21/2026 Jesse Khatkar, Public Works Department - Engineering - City Projects Approved - 5/21/2026 Noah Siviglia, Public Works Department - Engineering - City Projects Approved - 5/27/2026 Stefanie Kemen, Public Works Department - Administration Division Approved - 5/28/2026 Kelly Aye, City Attorney Department Approved - 6/3/2026 Katrina Six, City Clerk Department Approved - 6/4/2026
Ryan DeVore, City Manager Department - Assistant City Manager Approved - 6/4/2026 Dennis Kauffman, City Manager Department - Assistant City Manager Approved - 6/4/2026 Michelle Sheidenberger, City Attorney Department Approved - 6/5/2026 Dominick Casey, City Manager Department - City Manager Approved - 6/5/2026 Katrina Six, City Clerk Department Final Approval - 6/5/2026

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ROCKY RIDGE DR

SIERRA COLLEGE BL

EUREKA RD

HARDING BL

S CIRBY WY

AUBURN BL

RIVERSIDE AV
OLD

AUBURN RD

CIRBY WY

VERNON ST

SUNRISE AV

E ROSEVILLE PW

DOUGLAS BL
N
S
U
N
R
I
S
E
AV
B:\EGIS\gis\Arcdata\publicworks\GIS\CIP\Project Area Maps\Sun City Phase 3 - RMRA Area Map\Sun City Phase 3 - RMRA Area Map\RMRA Area Map.aprx 5/20/2026 South Cirby & Cirby Ranch
Public Works - Engineering
FY26-27 RMRA Area Map
°
0 0.5 1
Miles

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Notice of Exemption
To: Placer County Clerk From: City of Roseville
Recorder’s Office Development Services Dept.
2954 Richardson Drive 311 Vernon Street
Auburn, CA 95603 Roseville, CA 95678
Project Title: Cirby Ranch and South Cirby Resurfacing Project Project Location(s): Local streets located east of Sunrise Avenue and south of Cirby Way in the Cirby Ranch and South Cirby neighborhoods.

Project Description: The proposed project includes the installation of ADA-compliant curb ramps, repairs of damaged curb and gutter, removal and replacement of failed asphalt roadway sections, and the application of a preventative maintenance surface treatment on and along existing residential roadways in the Cirby Ranch and South Cirby neighborhoods. Preventative maintenance surface treatment provides waterproof membrane to protect the existing asphalt surface and extend the life of the underlying pavement. None of the maintenance actions or repairs would increase the capacity of the roadways or their use.

Public Agency Approving Project: Roseville City Council Agency/Individual Carrying Out Project: City of Roseville Public Works Department Reason why this Project is Exempt: This project qualifies for a Class 1 Exemption as described in Section 15301 of the California Environmental Quality Act (CEQA) guidelines which states:
“Class 1 consists of …maintenance...[and] minor alteration of existing public facilities, ….involving negligible or no expansion of use beyond that previously existing…. examples include highways, streets, sidewalks, gutters, bicycle and pedestrian trails….” The project is confined to existing streets within City right-of-way and would not result in expansion of use. No environmentally sensitive resources are located within the project site; therefore the Class 1 exemption is applicable to the proposed project.

Lead Agency Contact Person: Laura Salcedo, Public Works Department, 311 Vernon Street, Roseville, CA 95678 (916) 774-5437.

Signature: Date: 5/21/2026
Jessica Lynch, Environmental Coordinator, City of
Roseville

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City Council
Communication
Meeting Date: 6/17/2026
Item #: VII.32
File #: 0203-03
Item ID: 2026-459
Title: Ferric Chloride (BACC 06-2026) - Contract Purchase Agreement Contact: Becky Philipp 916-746-1110 [email protected]

SUMMARY
Staff recommends approval of a contract purchase agreement with Kemira Water Solutions, Inc. in the amount of $1,085,450 for the supply and delivery of ferric chloride for FY2026-27. Sufficient funding is included in the Environmental Utilities Department's proposed FY2026-27 Wastewater Operations Fund budget.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution approving Contract Purchase Agreement (3005339) with Kemira Water Solutions, Inc. as the lowest responsive bidder for Bay Area Chemical Consortium (BACC) Bid No. 06-2026 for the supply and delivery of ferric chloride for the Dry Creek Wastewater Treatment Plant and Pleasant Grove Wastewater Treatment Plant and authorizing the City Manager to execute the agreement on behalf of the City of Roseville.

Staff further requests that the City Council authorize the City Manager or his or her designee to execute three (3) additional one (1) year renewals without further City Council approval, provided that the applicable budget is approved by the City Council, or until staff determines that continuing with this vendor is not in the best interest of the City.

BACKGROUND
The Environmental Utilities Department's Dry Creek Wastewater Treatment Plant and Pleasant Grove Wastewater Treatment Plant have an ongoing requirement for ferric chloride, which is used to treat digesting sludge to reduce the amount of hydrogen sulfide gas produced during the digestion process.

This chemical will be purchased as needed throughout the year.

In February 2026, the City participated in a regional chemical bid led by the BACC, with the Bay Area Clean Water Agency serving as the coordinating agency. BACC is comprised of water and wastewater agencies in the Northern California area, working together to purchase chemicals by combining bid solicitations. BACC is an informal cooperative that advertises and opens sealed competitive bids and then prepares bid recommendations. Combined bid solicitations offer vendors an opportunity to sell greater quantities of their products. Because more than 50 public agencies are now participating, significant savings for chemical purchases are being passed along to the agencies' water and wastewater customers.

FISCAL IMPACT
The FY 2026-27 not-to-exceed amount included in this agreement is $1,085,450. Sufficient funding is included in the Environmental Utilities Department's proposed FY 2026-27 Wastewater Operations Fund

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budget for this purchase. Projected spending for the optional renewal years is as follows: FY 2027-28, $1,194,000; FY 2028-29, $1,313,400; and FY 2029-30, $1,444,740.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) only applies to projects which have the potential to cause a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. (CEQA Guidelines §15061(b)(3)). The hauling and delivery of hazardous substances is regulated by the state. Hazardous material transport consistent with applicable safety regulations should not result in a significant environmental effect. Therefore, the proposed contract purchase agreement does not include the potential for significant environmental effect and is not subject to CEQA.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

1. Ensure a safe and healthy community
Respectfully Submitted,
Becky Philipp, Purchasing Supervisor
Scott Pettingell, Finance Director
ATTACHMENTS:

1. Resolution 26-205

2. Contract Purchase Agreement

3. Bid Summary Sheet
REVIEWERS:

Becky Philipp, Finance Department - Purchasing Created/Initiated - 5/20/2026 Shannon Wiest, Finance Department - Purchasing Approved - 5/26/2026 Scott Pettingell, Finance Department Approved - 5/28/2026 Kelly Aye, City Attorney Department Approved - 6/2/2026 Katrina Six, City Clerk Department Approved - 6/2/2026
Ryan DeVore, City Manager Department - Assistant City Manager Approved - 6/2/2026 Dennis Kauffman, City Manager Department - Assistant City Manager Approved - 6/4/2026 Michelle Sheidenberger, City Attorney Department Approved - 6/4/2026 Dominick Casey, City Manager Department - City Manager Approved - 6/4/2026 Katrina Six, City Clerk Department Final Approval - 6/5/2026

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RESOLUTION NO. 26-205

APPROVING A CONTRACT PURCHASE AGREEMENT, BY AND BETWEEN THE CITY OF ROSEVILLE AND KEMIRA WATER SOLUTIONS, INC., AND AUTHORIZING THE

CITY MANAGER TO EXECUTE IT ON BEHALF OF

THE CITY OF ROSEVILLE
WHEREAS, a Contract Purchase Agreement (3005339) for Ferric Chloride (BACC 06- 2026), by and between the City of Roseville and Kemira Water Solutions, Inc., has been reviewed by the City Council; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and the City Manager is authorized to execute it on behalf of the City of Roseville.

BE IT FURTHER RESOLVED, that the City Manager or his or her designee is authorized to execute three (3) additional one (1) year renewals without further City Council approval, provided that the applicable budget is approved by the City Council, or until staff determines that continuing with this vendor is not in the best interest of the City.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 20 , by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:
______________________________
MAYOR
ATTEST:
________________________
City Clerk

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Contract Purchase Agreement 3005339
Supplier Details:

Company Kemira Water Solutions Inc
Contact Christina Imbrogno
Address 4321 W 6th St
Lawrence, KS 66049
Submit your response to:

Company City of Roseville
Contact "Becky" Rebecca Philipp
Address Purchasing Division
311 Vernon St
Roseville, CA 95678
Phone (916) 746-1110
Fax (916) 746-1115
E-mail [email protected]
This Contract Purchase Agreement is sent for your review and acceptance. Notify the Buyer via email of any needed changes to the company name, address, and contact information. The Buyer will update the agreement prior to you signing the document.

Return signed copies of the agreement to the Buyer noted on the agreement. Alterations or modifications to the agreement are not allowed. Upon receipt of all necessary documents, the City will sign the agreement and return a fully executed copy to you. Receipt of the signed copy will be your notice to proceed with the work in accordance with the terms and conditions of the agreement. Work must not begin until the contract has been fully executed.

The following guidelines must be followed for the signature block on the agreement:

Sole proprietorship - By owner
Partnership - Any general partner
Corporation - Two options:
(1) A signature from the President and the corporate seal; OR (2) One signature from the Chairman of the Board, President, or any Vice President AND one signature from the Secretary, any Assistant Secretary, Chief Financial Officer, or any Treasurer or Assistant Treasurer of the corporation
*General Manager, Office Manager and/or Sales Manager are not corporate officer titles. The agreement will be rejected if not signed in accordance with these guidelines.

Insurance requirements:

The City's insurance requirements are referenced on Attachment A of the agreement. By signing the agreement, you are confirming that your company has the minimum insurance limits required. 1 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339
Agreement 3005339
Agreement Date 20-APR-2026
Change Order 1
Change Order Date 20-APR-2026
Revision 1
Agreement Amount 1,085,450.00 USD
Invoice To City of Roseville
Accounts Payable
311 Vernon St
ROSEVILLE CA 95678
Supplier Kemira Water Solutions Inc
4321 W 6th St
Lawrence, KS 66049
Phone:

Fax:

Email:
(916) 774-5488
(916) 784-3796
[email protected]
Phone:

Fax:

Email:
(785) 842-7424
()
[email protected]
Description of
Labor,
equipment
and/or materials

VENDOR SHALL SUPPLY AND DELIVER FERRIC CHLORIDE ON AN AS-NEEDED BASIS AT A COST OF $1,221 PER DRY TON IN ACCORDANCE WITH ALL

SPECIFICATIONS, TERMS AND CONDITIONS, AND ATTACHMENTS OF BACC BID NO. 06-2026.

PLEASE CONTACT JASON FICK AT THE PLEASANT GROVE AND DRY CREEK WASTEWATER TREATMENT PLANTS AT (916)746-1940 OR JFICK@ROSEVILLE.

CA.US FOR QUESTIONS REGARDING THIS AGREEMENT.
*The total agreement amount is an approximation only. The City does not guarantee whatsoever the actual value of this contract.

Customer # Supplier # Payment Terms Freight Terms FOB Shipping Method 15250 Net 30 Freight on Board at the destination Destination Best Method Start Date End Date Confirm To
01-Jul-2026 30-Jun-2027 "Becky" Rebecca Philipp Phone 1-916-746-1110 Attention: Total Cost not to exceed the agreement amount without prior approval of the Purchasing office. 2 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339

Contract Terms and Conditions

1. To the fullest extent allowed by law, Contractor shall defend, indemnify, and save and hold harmless City, its officers, agents, employees and volunteers from any claims, suits or actions of every name, kind and description brought forth, or on account of, injuries to or death of any person (including but not limited to workers and the public), or damage to property, resulting from or arising out of Contractor's willful misconduct or negligent act or omission while engaged in the performance of obligations or exercise of rights created by this Agreement, except those matters arising from City's sole negligence or willful misconduct. The parties intend that this provision shall be broadly construed. Contractor's responsibility for such defense and indemnity obligations shall survive the termination or completion of this Agreement for the full period of time allowed by law. The defense and indemnity obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement.

2. Contractor is an independent contractor, and shall not be considered an officer, agent or employee of the City.

3. Without the written consent of the City, this Agreement is not assignable by Contractor either in whole or in part.

4. Time is of the essence of this Agreement.

5. At any time during the term of this Agreement, the City has the right to terminate this Agreement, provided Contractor is given thirty (30) days written notice. City's termination shall be without further liability to City; however, Contractor shall be entitled to all costs reasonably incurred prior to the date of termination. Contractor acknowledges that City may terminate this Agreement should funds not be appropriated by its governing body to continue services under this Agreement.

6. This Agreement may only be amended or modified in writing. It is integrated and contains the complete understanding of the parties.

7. All equipment, supplies and services sold to the City of Roseville shall conform to the general safety orders of the State of California.

8. Unless notified to the contrary, in writing, the City assumes that the Contractor has accepted the work in accordance with the plans and specifications (if any) and agrees to do the work in compliance with this Agreement.

9. All fair employment practices must be adhered to. In addition, if the project referenced on this service agreement is a Public Works project, all prevailing wage laws must be complied with. For prevailing wage contracts over $25,000, copies of certified payroll must be submitted with invoices. Prevailing wage rates may be obtained from the State Department of Industrial Relations and/or the following website address: http://www.dir. ca.gov/dlsr/DPreWageDetermination.htm. In compliance with Labor Code Section 1773.2, as may be amended from time to time, Contractor shall cause a copy of this website to be posted at each jobsite, as applicable.

10. Contractor agrees to the below insurance requirements:
a. Unless otherwise specified, the Contractor shall maintain the policies of insurance outlined in Attachment A, incorporated herein by this reference, in full force and effect during the term of this Agreement. The City of Roseville retains sole discretion in determining the types and proper levels of insurance coverage.
b. Form. Contractor shall submit a certificate evidencing such coverage for the period covered by this Agreement in a form satisfactory to Risk Management and the City Attorney, prior to undertaking any work hereunder. Any insurance written on a claims made basis is subject to the approval of Risk Management 3 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339

and the City Attorney.
c. Additional Insureds. Contractor shall also provide a separate endorsement or section of the policy showing City, its officers, agents, employees, and volunteers as additional insureds for each type of coverage, except for Workers' Compensation. Such insurance shall specifically cover the contractual liability of Contractor. The additional insured coverage under the Contractor's policy shall be primary and noncontributory, as evidenced by a separate endorsement or section of the policy, and shall not seek contribution from City's insurance or self-insurance. In addition, the additional insured coverage shall be at least as broad as the Insurance Services Office (ISO) CG 20 01 Endorsement. Any available insurance proceeds in excess of the specified minimum insurance coverage requirements and limits shall be available to the additional insureds.

Furthermore, the requirements for coverage and limits shall be:
(1) the minimum coverage and limits specified in this Agreement; or (2) the full coverage and maximum limits of any insurance proceeds available to the named insureds, whichever is greater.
d. Cancellation/Modification. Contractor shall provide thirty (30) days written notice to City prior to cancellation or modification of any insurance required by this Agreement.
e. Umbrella/Excess Insurance. The limits of insurance required in this Agreement may be satisfied by a combination of primary and excess insurance. Any excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of City (if agreed to in a written contract) before City's own insurance shall be called upon to protect it as a named insured.
f. Subcontractors. Contractor agrees to include in its contracts with all subcontractors the same requirements and provisions of this Agreement, including the indemnity and insurance requirements, to the extent they apply to the scope of the subcontractor's work. Furthermore, Contractor shall require its subcontractors to agree to be bound to Contractor and City in the same manner and to the same extent as Contractor is bound to City under this Agreement.

Additionally, Contractor shall obligate its subcontractors to comply with these same provisions with respect to any tertiary subcontractor, regardless of tier. A copy of City's indemnity and insurance provisions will be furnished to the subcontractor or tertiary subcontractor upon request.
g. Self-Insured Retentions. All self-insured retentions (SIR) must be disclosed to Risk Management for approval and shall not reduce the limits of liability.

Policies containing any SIR provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or City. City reserves the right to obtain a full certified copy of any insurance policy and endorsements. The failure to exercise this right shall not constitute a waiver of such right.
h. Waiver of Subrogation. Contractor hereby agrees to waive subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss under a Workers Compensation, Commercial General Liability or Automobile Liability policy. All Workers Compensation, Commercial General Liability and Automobile Liability policies shall be endorsed with a waiver of subrogation in favor of City, its officers, agents, employees and volunteers for all work performed by Contractor, its employees, agents and subcontractors. i. Liability/Remedies. Insurance coverage in the minimum amounts set forth herein shall not be construed to relieve Contractor of liability in excess of such coverage, nor shall it preclude City from taking such other actions as are available to it under any other provisions of this Agreement or law.

11. Contractor shall comply with all federal, state, and local laws and ordinances, including 4 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339

but not limited to the City's storm water regulations, as may be applicable to the performance of services under this Agreement. Failure to comply with local ordinances may result in monetary fines and cancellation of this Agreement. Refer to www.roseville. ca.us/stormwater for links to more information on the City's storm water regulations.

12. In the event that the terms of any attachment or exhibit conflict with any terms of this Agreement, the terms of this Agreement shall control.

13. This Agreement 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. In the event that any signature is delivered by facsimile transmission or by email delivery of a ".pdf" format data file, such signature shall create a valid and binding obligation of the party executing (or on whose behalf such signature is executed) with the same force and effect as if such facsimile or ".pdf" signature page were an original hereof.

14. If either party commences any legal action against the other party arising out of this Agreement or the performance thereof, the prevailing party in such action shall be entitled to recover its reasonable litigation expenses, including but not limited to, court costs, expert witness fees, discovery expenses, and attorneys' fees. Any action arising out of this Agreement shall be brought in Placer County, California, regardless of where else venue may lie. This Agreement shall be governed by and construed in accordance with the laws of the State of California.

15. This Agreement shall be binding upon the heirs, successors, executors, administrators and assigns of the respective parties hereto.

16. If any of the provisions contained in this Agreement are for any reason held invalid or unenforceable, such holding shall not affect the remaining provisions or the validity and enforceability of the Agreement as a whole.

17. For purposes of this Agreement, the terms "Contractor," "Consultant," and "Supplier" are used interchangeably.

18. If the project referenced on this agreement is a Public Works project, then the following shall apply: No contractor or subcontractor may work on a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. During the performance of this agreement, Contractor and its subcontractors shall have a continuing legal obligation to maintain current registration with the Department of Industrial Relations. Contractor is hereby notified that this project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

19. Contractor/consultant's duties and services under this agreement shall not include preparing or assisting the public entity with any portion of the public entity's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the public entity. The public entity entering this agreement shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Contractor/consultant's participation in the planning, discussions, or drawing of project plans or specifications, if any, shall be limited to conceptual, preliminary, or initial plans or specifications. Contractor/consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement.

20. If the project referenced on this agreement is a Public Works project, then the following shall apply: Contractor must submit all claims as defined in and in accordance with the claim resolution process set forth in Section 9204 of the Public Contract Code. Each such claim must be sent to the City by registered mail or certified mail with return receipt requested and must contain reasonable documentation to support the claim. All claims must be received prior to acceptance of the work.

21. Contractor certifies that Contractor, its employees, directors, officers, agents, 5 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339

subcontractors, vendors, and volunteers are not presently debarred, excluded, suspended, declared ineligible, voluntarily excluded, or proposed for debarment, exclusion, suspension, or ineligibility by any federal, state, or local department or agency.

22. The Levine Act (Govt. Code, Section 84308) requires a Party (and its agent(s), if any) to a Proceeding before the City of Roseville that involves any action or consideration related to their contract, license, permit, or other entitlement for use, to disclose any campaign contributions made to City elected or appointed officers totaling more than $500 within the twelve (12) months prior to the City decision and while a proceeding is pending, and includes certain prohibitions on contribution activity thereafter. If applicable campaign contributions have been made by Contractor and/or its agent(s), Contractor is responsible for compliance, including for its disclosure obligations, if any, as further described at: https://www.roseville.ca.
us/government/departments/city_clerk/transparency/levine_act.

23. This Agreement may be amended via change order, but only if such change order is made in writing, approved by the City, and signed by both parties.

24. CONTRACTOR agrees to defend and indemnify CITY if, despite the parties intent and practice, any venue, agency, or court with competent jurisdiction determines that CONTRACTOR and/or any of its agents, officers, employees, volunteers, independent contractors, or subcontractors, are characterized as employee(s) of CITY.

CONTRACTOR and CITY agree that: (a) CONTRACTOR is free from the control and direction of CITY in connection with the performance of the work; (b) CONTRACTOR is providing services directly to CITY; (c) CONTRACTOR has and will maintain at all relevant times a business license; (d) CONTRACTOR maintains a business location that is separate from CITY; (e) CONTRACTOR is customarily engaged in an independently established business of the same nature as that involved in the work performed hereunder; (f) CONTRACTOR actually contracts with other businesses to provide the same or similar services and maintains a clientele without restrictions from CITY; (g) CONTRACTOR advertises and holds itself out to the public as available to provide the same or similar services; (h) CONTRACTOR provides its own tools, vehicles, and equipment to perform the services; (i) CONTRACTOR has negotiated its own rates; (j) CONTRACTOR set its own hours and location of work in accomplishing CITY's on-call needs; and (k) CONTRACTOR has the right to control the manner and means of accomplishing the result desired and exercises its own expert independent judgement.

25. If Contractor produces any "web content" pursuant to this Agreement, as that term is defined in section 35.104 of Title 28 of the Code of Federal Regulations, as may be amended, Contractor shall ensure that any such web content is in full compliance with all applicable requirements of the most current version of the Web Content Accessibility Guidelines, the Americans with Disabilities Act, Code of Federal Regulations and/or California law. Contractor shall defend, indemnify, and hold harmless City, its officers, employees, and agents from and against any and all claims, liabilities, damages, or expenses arising out of Contractor's failure to comply with such requirements. This provision shall survive expiration and/or termination of this Agreement.

The supplier named hereon by the acceptance of this order agrees to the provisions of this document titled "Contract Purchase Agreement" and all accompanying terms, conditions, and attachments.

Roseville Business License No. ____________________________________ Contractor License No. ____________________________________________ DIR Registration No. _______________________________________________ Check mark the applicable company type below:
___________ Corporation
___________ Limited Liability Company
___________ Partnership
6 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0 00846746
X

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Contract Purchase Agreement 3005339

___________ Sole Proprietor
City Reserves the right to withhold any payments to contractor in the event of noncompliance with insurance requirements or if required by law.

General T&C
REV 3/16/26 JS
7 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339

ATTACHMENT A

HUMAN RESOURCES/RISK MANAGEMENT DIVISION

INSURANCE REQUIREMENTS

AGREEMENT OVER FORMAL BID LIMIT OR INVOLVING HIGH RISK ACTIVITIES General - Required Coverage/Documentation
● General Liability: $1 Million per occurrence /$2 Million aggregate ● Automobile Liability: $1 Million combined single limit ● Workers' Compensation: Statutory *Must provide a Waiver of subrogation ● Additional Insured Endorsement (AIE) - General Liability policy: CG 20 38 04 13 or an equivalent, blanket endorsement or section of the policy. Endorsement shall cover the City of Roseville, its officers, agents, employees and volunteers as additional insured. ● Policies must be primary and non-contributory
● A 30 day notice of cancellation must be provided
● List certificate holder as: The City of Roseville - Insurance Compliance, PO Box 100085-R1, Duluth, GA 30096
Additional Liability/Insurance Requirements if required by Agreement (and marked below):

Construction:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Design Professional:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Professional Liability:
$2 Million/occurrence
Professional Consultant:____
Professional Liability:
$1 Million/occurrence
IT Services:____
Professional Liability:
$1 Million/occurrence
No auto required
Hazardous Materials:____
Pollution Liability:
$1 Million/occurrence
Special Events/Caterers-Vendors:____
No auto required
No workers' comp required
Professional Counseling/ Psychological:____
Professional Liability:
$1 Million/occurrence
No auto required
8 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339

Pyrotechnics:____
General Liability:
$5 Million/occurrence
$10 Million aggregate
Auto - $2 Million/occurrence
Chemical/Environmental:_X__
General Liability:
$3 Million/occurrence
$6 Million aggregate
Pollution – $2 Million/Occurrence
Auto - $2 Million/Occurrence
Insurance Submission Process
The City of Roseville Human Resources/Risk Management Department uses a service called EBIX to manage our insurance certificate tracking.

How It Works
● The vendor's contact information is entered into EBIX. EBIX will contact the vendor to request proof of insurance.
● The Vendor can forward the request to their Insurance Agent(s) if necessary. ● Vendor/Insurance Agent submits insurance to EBIX by email to [email protected] or by fax to (770) 325-5727. After faxing or emailing the certificate, please DO NOT send the certificate by mail to EBIX. Please do not mail, email or fax any certificates to the City of Roseville. ● Once submitted, EBIX reviews the insurance documentation. If there are deficiencies, EBIX will send a follow up letter or email requesting additional information.

Questions Regarding Insurance Submission: Contact EBIX at (951) 652-4239 Questions Regarding Insurance Requirements Contact Risk Management at (916) 774-5202 9 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Contract Purchase Agreement 3005339

Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ City of Roseville, A Municipal Corporation
Signature:______________________________________________ Print Name: Dominick Casey
Title: City Manager
Date:__________________________________________________ 10 Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0 Commercial Support Urban Water, US
Manager, Commercial Support, Urban Water, NA
4/20/2026
Christina Imbrogno
5/1/2026

GAYLA WALKER

Page 2322 of 3513 ends

KEMIRA WATER SOLUTIONS, INC.

CERTIFICATE OF THE SECRETARY
As of February 10, 2025
The undersigned, Shannan Krippner, hereby certifies that she is the duly elected, qualified, and acting Assistant Secretary of Kemira Water Solutions, Inc., a Delaware corporation (the “Corporation”), and the undersigned hereby further certifies that:

1. As of the date hereof, the persons named below are the duly elected and qualified officers of the Corporation holding the offices set forth opposite their respective names:

Officers Title
Paul Kimberling President and Treasurer
Jeremy Buttram Assistant Treasurer
Susan B. Radcliffe Vice President and Secretary
Adisty Womack Assistant Secretary
Shannan Krippner Assistant Secretary

2. Attached hereto as Exhibit 1 is a true and correct copy of the resolutions adopted by the Board of Directors of the Corporation by Unanimous Written Consent of the Board of Directors in Lieu of Special Meeting, effective as of February 3, 2025 and the relevant portion of Exhibit A attached thereto, and such resolutions have not been in any way amended, modified, revoked or rescinded since their adoption and remain in full force and effect as of the date hereof. [Signature page follows]
Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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IN WITNESS WHEREOF, the undersigned has executed this Certificate of the Secretary as of the date first written above.
____________________________
Shannan Krippner
Assistant Secretary
Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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A-1
EXHIBIT 1
Resolutions adopted by Unanimous Written Consent of the Board of Directors in Lieu of Special Meeting, effective as of February 3, 2025
Removal and Appointment of Officers
NOW, THEREFORE, BE IT RESOLVED, that effective as of the date hereof, all of the officers appointed by the Board prior to the date hereof are hereby removed from their respective offices;
FURTHER RESOLVED, that effective as of the date hereof, the following named persons be, and hereby are, elected to the offices of the Corporation opposite their respective names, each to serve until his/her successor is duly elected and qualified or his/her earlier resignation or removal:

Name Title
Paul Kimberling President & Treasurer
Jeremy Buttram Assistant Treasurer
Susan B. Radcliffe Vice President & Secretary
Adisty Womack Assistant Secretary
Shannan Krippner Assistant Secretary
Signature Authority
FURTHER RESOLVED, that effective as of January 1, 2025, the individuals set forth on Exhibit A attached hereto (each, individually, an “Authorized Person” and collectively, the “Authorized Persons”) be, and hereby are, authorized, empowered, and directed, by and on behalf of the Corporation to execute and deliver in the name and on behalf of the Corporation the documents described opposite their respective name on Exhibit A, and any documents so executed and delivered by any Authorized Person between January 1, 2025 and the date hereof are hereby ratified, confirmed and approved;
Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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EXHIBIT A to Resolutions adopted by Unanimous Written Consent of the Board of Directors in Lieu of Special Meeting, effective as of February 3, 2025 Signature Authorization
Water Solutions
Name Authority Title
Christina Imbrogno Any product bids, product agreements and/or service agreements for the sale of products or services to municipal customers in North America for the Commercial, Urban
Water Team of the Water Solutions Business Unit.

Manager, Commercial
Support, Urban Water,
NA
Gayla Walker Any product bids, product agreements and/or service agreements for the sale of products or services to municipal customers in US for the Commercial, Urban Water Team of the Water Solutions Business Unit.

Commercial Support,
Urban Water, US
Docusign Envelope ID: 9E1A2DDB-00AA-8BF3-81D8-A8C58EB6A9C0

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Bay Area Clean Water Agencies
Bid Results for Project 06-2026 FERRIC CHLORIDE
Bid Due on February 19, 2026 4:00 PM (PDT)

SINGLE BID AWARD
Section FERRIC CHLO
Description Central Valley East Bay Marin Sonoma Napa
Unit of Measure dry ton dry ton dry ton
Kemira Water Solutions, Inc $1,164.00 $1,214.00 $1,221.00 Thatcher Company of California, Inc. $1,290.00 $1,350.00 $1,290.00 Pencco, Inc $1,454.00 $1,454.00 $1,454.00
Per Section 2.16 Method of Award
Bids may be awarded by the participating BACC agencies to the lowest, responsive, and responsible bidder meeting the specifications for bulk loads for the chemical. The low for each participating BACC agency by the bid price for their region, and adding up the aggregate cost to all of the participating agencies in the regions. The single bid that r determined by BACC to be the low bid, assuming the bid is determined by BACC to be complete and in compliance with the bid requirements. BACC has the right to delete ter all bids and to waive irregularities of said bids.

Single Bid Award FERRIC CLOR
Aggregate Cost Calculation: Central Valley East Bay Marin Sonoma Napa Estimated annual quantity 950 698 484
Kemira Water Solutions, Inc $1,105,800.00 $847,372.00 $590,964.00 Thatcher Company of California, Inc. $1,225,500.00 $942,300.00 $624,360.00 Pencco, Inc $1,381,300.00 $1,014,892.00 $703,736.00

Page 2327 of 3513 ends

North Bay Peninsula Sacramento South Bay Tri Valley
dry ton dry ton dry ton dry ton dry ton
$1,210.00 $1,223.00 $1,221.00 $1,221.00 $1,236.00
$1,290.00 $1,350.00 $1,290.00 $1,290.00 $1,290.00
$1,454.00 $1,454.00 $1,454.00 $1,433.00 $1,454.00
North Bay Peninsula Sacramento South Bay Tri Valley
340 496 550 2,698 120
$411,400.00 $606,608.00 $671,550.00 $3,294,258.00 $148,320.00 $7,676,272.00 Overall Lowest $438,600.00 $669,600.00 $709,500.00 $3,480,420.00 $154,800.00 $8,245,080.00 $494,360.00 $721,184.00 $799,700.00 $3,866,234.00 $174,480.00 $9,155,886.00

FERRIC CHLORIDE
k loads for the chemical. The lowest responsive bidder will be determined by multiplying the estimated annual quantity the regions. The single bid that results in the lowest overall cost to the participating agencies as a group will be BACC has the right to delete terms or options from the bid contract documents and reserves the right to reject any and

FERRIC CLORIDE

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Overall Lowest

Page 2329 of 3513 ends

Bay Area Clean Water Agencies
Bid Results for Project 06-2026 FERRIC CHLORIDE
Bid Due on February 19, 2026 4:00 PM (PT)

SINGLE BID AWARD
Item #

BACC RECOMMENDATION
1 Received via bid platform by bid deadline above
2 Bids submitted on forms provided
3 Must include a base unit price for each geographic area 4 Additional charges for "short load" deliveries shown as a standard deviation on bid form
5 References: minimum of 3
6 Product Specification Deviations - if any, proposed specification must be attached 7 Fully Executed Standard Agreement
8 Fully Executed Non-Collusion Affidavit
9 For potable application only: Affidavit of Compliance to AWWA and/or NSF standard or Statement by chemical manufacturer, signed on letterhead attesting to the affidavit's validity or current printout from NSF.org
10 Representative lab analysis of the chemical prepared by reputable outside laboratory or ISO Certified
11 Name /Address of chemical manufacturer
12 Product Bulletin and Typical Properties
13 Safety Data Sheet (SDS)
14 Addendum/Addenda Acknowledgement
15 Third Party Hauler? If applicable, name, address, Affidavit signed by Bidder 16 Specific Deviations Noted
4 & 16

Page 2330 of 3513 ends

Kemira Water Solutions, Inc Thatcher Pencco, Inc
Lowest Responsive Responsible
Bidder
y y y
y y y
y y y
yes- see below none
none
y y y
none none
none
y y y
y y y
y y
y
y y
y
same same same
y y y
y y y
n/a n/a n/a
Chemical Transfer Medeiros, Torres Trucking, Watson
Bros none
yes see below none none

Page 2331 of 3513 ends

City Council
Communication
Meeting Date: 6/17/2026
Item #: VII.33
File #: 0203-03
Item ID: 2026-462
Title: Liquid Aluminum Sulfate (BACC 01-2026) - Contract Purchase Agreement Contact: Becky Philipp 916-746-1110 [email protected]

SUMMARY
Staff recommends approval of a contract purchase agreement with Chemtrade Chemicals US LLC in the amount of $345,000 for the supply and delivery of liquid aluminum sulfate for FY2026-27. Sufficient funding is included in the proposed FY2026-27 Water Operations Fund budget for this purchase.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution approving Contract Purchase Agreement (3005313) with Chemtrade Chemicals US LLC as the lowest responsive bidder for Bay Area Chemical Consortium (BACC) Bid No. 01-2026 for the supply and delivery of liquid aluminum sulfate for the Environmental Utilities Water Treatment Plant and authorizing the City Manager to execute the agreement on behalf of the City of Roseville.

BACKGROUND
The City's Water Treatment Plant has an ongoing need for liquid aluminum sulfate (alum), which is used as a flocculating agent in the water treatment process. The chemical is purchased on an as-needed basis throughout the year.

In February 2026, the City participated in a regional chemical procurement led by the Bay Area Chemical Consortium (BACC), with the Bay Area Clean Water Agency serving as the coordinating agency. BACC is an informal cooperative of Northern California water and wastewater agencies that combines chemical purchases through competitive bidding. By aggregating demand from more than 50 participating agencies, BACC increases purchasing power and achieves cost savings that benefit water and wastewater ratepayers.

FISCAL IMPACT
The FY2026-27 not-to-exceed amount is $345,000. Funding is included in the FY2026-27 Water Operations Fund budget. Projected spending for the optional renewal years is as follows: FY2027-28, $379,500; FY2028-29, $417,450; and FY2029-30, $459,195.

Page 2332 of 3513 ends

possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. (CEQA Guidelines §15061(b)(3)). The hauling and delivery of hazardous substances is regulated by the state. Hazardous material transport consistent with applicable safety regulations should not result in a significant environmental effect. Therefore, the proposed contract purchase agreement does not include the potential for significant environmental effect and is not subject to CEQA.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

1. Ensure a safe and healthy community
Respectfully Submitted,
Becky Philipp, Purchasing Supervisor
Scott Pettingell, Finance Director
ATTACHMENTS:

1. Resolution 26-203

2. Contract Purchase Agreement

3. Bid Summary Sheet
REVIEWERS:

Becky Philipp, Finance Department - Purchasing Created/Initiated - 5/20/2026 Shannon Wiest, Finance Department - Purchasing Approved - 5/27/2026 Scott Pettingell, Finance Department Approved - 5/28/2026 Kelly Aye, City Attorney Department Approved - 6/2/2026 Katrina Six, City Clerk Department Approved - 6/2/2026
Ryan DeVore, City Manager Department - Assistant City Manager Approved - 6/2/2026 Dennis Kauffman, City Manager Department - Assistant City Manager Approved - 6/4/2026 Michelle Sheidenberger, City Attorney Department Approved - 6/5/2026 Dominick Casey, City Manager Department - City Manager Approved - 6/5/2026 Katrina Six, City Clerk Department Final Approval - 6/5/2026

Page 2333 of 3513 ends

RESOLUTION NO. 26-203

APPROVING A CONTRACT PURCHASE AGREEMENT, BY AND BETWEEN THE CITY

OF ROSEVILLE AND CHEMTRADE CHEMICALS US LLC, AND AUTHORIZING THE

CITY MANAGER TO EXECUTE IT ON BEHALF OF THE CITY OF ROSEVILLE WHEREAS, a Contract Purchase Agreement (3005313) for Liquid Aluminum Sulfate (BACC 01-2026), by and between the City of Roseville and Chemtrade Chemicals US LLC, has been reviewed by the City Council; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and the City Manager is authorized to execute it on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 20 , by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:
______________________________
MAYOR
ATTEST:
________________________
City Clerk

Page 2334 of 3513 ends

Contract Purchase Agreement 3005313
Supplier Details:

Company Chemtrade Chemicals US LLC
Contact Elizabeth Ryno
Address 90 East Halsey Rd
Parsippany, NJ 07054
Submit your response to:

The following guidelines must be followed for the signature block on the agreement:

Insurance requirements:

Page 2335 of 3513 ends

Contract Purchase Agreement 3005313
Agreement 3005313
Agreement Date 13-APR-2026
Revision 0
Agreement Amount 345,000.00 USD
Invoice To City of Roseville
Accounts Payable
311 Vernon St
ROSEVILLE CA 95678
Supplier Chemtrade Chemicals US LLC
90 East Halsey Rd
Parsippany, NJ 07054
Phone:

Fax:

Email:
(916) 774-5488
(916) 784-3796
[email protected]
Phone:

Fax:

Email:
()
()
[email protected]
Description of
Labor,
equipment
and/or materials

PROVIDE LIQUID ALUMINUM SULFATE ON AN AS NEEDED BASIS AT A COST OF $1.3053 PER GALLON IN ACCORDANCE WITH ALL SPECIFICATIONS, ATTACHMENTS, AND TERMS AND CONDITIONS OF BACC BID NO. 01-2026 AND THE ATTACHED "STANDARD AGREEMENT" . DELIVERIES TO BE MADE MONDAY - FRIDAY BETWEEN THE HOURS OF 7:00 AM - 3:00 PM.

PLEASE CONTACT STEPHEN PETERSON IN THE ENVIRONMENTAL UTILITIES DEPARTMENT AT 916-746-1996 OR [email protected] FOR QUESTIONS REGARDING THIS CONTRACT.
*Total cost listed below is an approximation only. The City does not guarantee whatsoever the actual value of this agreement.

Customer # Supplier # Payment Terms Freight Terms FOB Shipping Method 12224 Net 30 Freight on Board at the destination Destination Best Method Start Date End Date Confirm To
01-Jul-2026 30-Jun-2027 "Becky" Rebecca Philipp Phone 1-916-746-1110 Attention: Total Cost not to exceed the agreement amount without prior approval of the Purchasing office. 2 Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2336 of 3513 ends

Contract Purchase Agreement 3005313

Contract Terms and Conditions

2. Contractor is an independent contractor, and shall not be considered an officer, agent or employee of the City.

3. Without the written consent of the City, this Agreement is not assignable by Contractor either in whole or in part.

4. Time is of the essence of this Agreement.

6. This Agreement may only be amended or modified in writing. It is integrated and contains the complete understanding of the parties.

7. All equipment, supplies and services sold to the City of Roseville shall conform to the general safety orders of the State of California.

Page 2337 of 3513 ends

Contract Purchase Agreement 3005313

11. Contractor shall comply with all federal, state, and local laws and ordinances, including 4 Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2338 of 3513 ends

Contract Purchase Agreement 3005313

12. In the event that the terms of any attachment or exhibit conflict with any terms of this Agreement, the terms of this Agreement shall control.

15. This Agreement shall be binding upon the heirs, successors, executors, administrators and assigns of the respective parties hereto.

17. For purposes of this Agreement, the terms "Contractor," "Consultant," and "Supplier" are used interchangeably.

21. Contractor certifies that Contractor, its employees, directors, officers, agents, 5 Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2339 of 3513 ends

Contract Purchase Agreement 3005313

23. This Agreement may be amended via change order, but only if such change order is made in writing, approved by the City, and signed by both parties.

The supplier named hereon by the acceptance of this order agrees to the provisions of this document titled "Contract Purchase Agreement" and all accompanying terms, conditions, and attachments.

Page 2340 of 3513 ends

Contract Purchase Agreement 3005313

___________ Sole Proprietor
City Reserves the right to withhold any payments to contractor in the event of noncompliance with insurance requirements or if required by law.

General T&C
REV 3/16/26 JS
7 Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2341 of 3513 ends

Contract Purchase Agreement 3005313

ATTACHMENT A

HUMAN RESOURCES/RISK MANAGEMENT DIVISION

INSURANCE REQUIREMENTS

Construction:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Design Professional:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Professional Liability:
$2 Million/occurrence
Professional Consultant:____
Professional Liability:
$1 Million/occurrence
IT Services:____
Professional Liability:
$1 Million/occurrence
No auto required
Cyber Liability:
$1 Million/occurrence
Hazardous Materials:____
Pollution Liability:
$1 Million/occurrence
Special Events/Caterers-Vendors:____
No auto required
No workers' comp required
Professional Counseling/ Psychological:____
Professional Liability:
$1 Million/occurrence
No auto required
8 Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2342 of 3513 ends

Contract Purchase Agreement 3005313

Pyrotechnics:____
General Liability:
$5 Million/occurrence
$10 Million aggregate
Auto - $2 Million/occurrence
Chemical/Environmental:_X___
General Liability:
$3 Million/occurrence
$6 Million aggregate
Pollution – $2 Million/Occurrence
Auto - $2 Million/Occurrence
Insurance Submission Process
The City of Roseville Human Resources/Risk Management Department uses a service called EBIX to manage our insurance certificate tracking.

Page 2343 of 3513 ends

Contract Purchase Agreement 3005313

Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ City of Roseville, A Municipal Corporation
Signature:______________________________________________ Print Name: Dominick Casey
Title: City Manager
Date:__________________________________________________ 10 Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643 Bid Specialist
4/16/2026
Elizabeth Ryno

Page 2344 of 3513 ends

DocuSign Envelope ID: 4749B558-6FCA-43A5-91D4-B595639FE9FA

April, 2022
RE: Contractor and Grantee Compliance with Economic Sanctions Imposed in Response to Russia’s Actions in Ukraine
Dear Vendor:

On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (EO) regarding sanctions in response to Russian aggression in Ukraine. The EO is located at https://www.gov.ca.gov/wp-content/uploads/2022/03/3.4.22-Russia-Ukraine-ExecutiveOrder.pdf.

The EO directs all agencies and departments that are subject to the Governor’s authority to take certain immediate steps, including notifying all contractors and grantees of their obligations to comply with existing economic sanctions imposed by the U.S. government in response to Russia's actions in Ukraine, as well as any sanctions imposed under state law.

This correspondence serves as a notice under the EO that as a contractor or grantee, compliance with the economic sanctions imposed in response to Russia’s actions in Ukraine is required, including with respect to, but not limited to, the federal executive orders identified in the EO and the sanctions identified on the U.S. Department of the Treasury website (https://home.treasury.gov/policy-issues/financial-sanctions/sanctionsprograms-and-country-information/ukraine-russia-related-sanctions). Failure to comply may result in the termination of contracts or grants, as applicable.

Please note that for any agreements or grants valued at $5 million or more you must report to the City of Roseville your compliance with economic sanctions including steps you have taken in response to Russia's actions in Ukraine, including, but not limited to, desisting from making new investments in, or engaging in financial transactions with, Russian entities, not transferring technology to Russia or Russian entities, and directly providing support to the government and people of Ukraine.

Sincerely,
4/25/2022
Shannon Wiest
City of Roseville
Purchasing and Warehouse Manager
Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2345 of 3513 ends

DELE6A110N' OF AUTHORITY
I, Scott Roel{, PfetiGenl and Chief E,ceclJtl\le of Chemhdl ,ohemiQr:s U$ ILlC, a 0.lawar• limitecl Uability company ("Cl'lemtnlde"}, cto
_�Y dl!Je�at1 � d a,p,oinl the folowing 1,aem1 Of Cl'Wlimlrade ,o eeOJAe a m11nid,pal contram and 1n1lun.Jlt&, 11u;lua111g bid1, P"lPDHis 111fid quct&ticm11, iMlel'I in lhe ordinary courae ofbus.lneaa are proceued b:,r Ile f,llarketin9 Group of the uitnpa!IYPw lc;achhfa-Pat�: Lica Bn7MIIH: P■ul Peteis: BIDbetti �: lellila GClssa:

Clilllstine l:aSala: Delana Perda: Michela Schl'Olhar. 1M11iil-Jo1■- Jaly Set ·rorth �ellow ia a gerfified copy afttile raall,ltioa, of Chemtrade authorizirlQ sud! edicn, D11ted 111 af lhe 1 5th d11y of Ajpi'll
1 , 2025,
Scott RoOk
Pnilldiint llild Ch ef EJ:ec.u1ive Officer
CStTIFJCATEOF SECRETARY
I, 5._.., Pare, hem)' oerify 11111 I am ll'le Corporate secret,ry or Chembde ChemitllslJSU..C (WChem1mdej andthat aot fcffll below ii • bue and colfBCl copy ,of lhe mdution ot1 lhe Board of Ma11a9"1
0 C:hemlnde, ldOp.a .. by unilffllieu& wrillen eonse nt H d the �Ith d11 of Novambar �!IOI and th al the H rne· h11 not Ileen modified Dr revoke di and i1 an the date hireofin Wllmrce anchllfvct delegate, with the n
RESOLVED that an� ofllo!:roflhe Company be. aT\ld he helllby ii, autt,o,w11:I ta 11n1 of�rther defeaa.ticn, 1c a,y alher afflcllr, 111m� ar :11Q1mt cl hi· Co�pany. ,Ill or any pall oftne autl'iolll:,r grantei:I to lhemi by ._ 8.aardl Iii' Maiia;e19,; and that eny ,&udl dtleg1tic,ns m■y be general or t?9cffic and ,wject to &'I.ICih llmHdons a.Tld l'tlWictlon& as (hit d'ellti•ling Officer 1111111 detemllne, I FllRlHER CERTIFY Chai Scott Rook I& the· duly eledecf Arniden111nd Chitf S:-.;:uiw. �r ar Cherntrade and hdd9 &l!Cft officlllii m 1he date hereof, that Mr. Rook i�. in hi1 capacity a PilHicliint ■nd Ctilef E,ceclJllve Officer i& authortz.ed to reptr8$111I and bind Ctienittad1: in 11111 ,natter-. inc:luc&,f, but l"IOt timii.cl to, eci111ract1 er,cUhat se1mrlh bt:IDw is u,e genu· e aignab.n ofsuchofficer:

IN WITNESS WHEREOf, I have hereunto ■at my hind and han• C&\JMd !ht wal tlflhl Company ID be affiwed effective thie 151h day o1' Aprt. 2025.

Su&an.Pare
Corpor1te Se01'8tary
Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2346 of 3513 ends

Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2347 of 3513 ends

Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2348 of 3513 ends

Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

Page 2349 of 3513 ends

Docusign Envelope ID: EA885C0D-EF6B-4D15-8E64-B776A01D6643

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Bay Area Clean Water Agencies
Bay Area Clean Water Agencies
Bid Results for Project 01-2026 ALUMINUM SULFATE
Bid Due on February 19, 2026 4:00 PM (PDT)

SINGLE BID AWARD
Section ALUMINUM SULFATE 44%-49% Liq
Description Central Valley East Bay
Unit of Measure gal gal
Chemtrade Chemicals, LLC US 1.3679 1.3679

2.16 Method of Award
Bids may be awarded to the lowest responsive and responsible bidder meeting the specifications for bulk loads for the chemical the estimated annual quantity for each participating BACC agency by the bid price for their region and adding up the aggregate bid that results in the lowest overall cost to the participating agencies as a group will be determined by BACC to be the low bid, assuming the bid is determined by BACC to be complete and in compliance with the bid requirements. BACC has the right to dele the right to reject any and all bids and to waive irregularities in said bids.

Single Bid Award 44% - 49% Liquid Solutio
Aggregate Cost Calculation: Central Valley East Bay Unit Price Per Gallon Estimated annual quantity 115,000 700,000
Chemtrade Chemicals, LLC US $157,308.50 $957,530.00

Page 2351 of 3513 ends

Aluminum
Sulfate 2%
Acidized
(OPTIONAL

BID ITEM)
Aluminum
Sulfate 5%
Acidized
(OPTIONAL BID
ITEM)
North Bay Sacramento South Bay Tri Valley South Bay South Bay gal gal gal gal gal gal

1.3679 1.3053 1.5419 1.3679 1.6679 1.5049
2% optional 5% optional
North Bay Sacramento South Bay Tri Valley South Bay South Bay 1,202,000 1,403,000 2,276,000 859,600 450,000 1,500,000 $1,644,215.80 $1,831,335.90 $3,509,364.40 $1,175,846.84 $750,555.00 $2,257,350.00 ALUMINUM SULFATE 44%-49% Liquid Solution
the specifications for bulk loads for the chemical. The lowest responsive bidder will be determined by multiplying ice for their region and adding up the aggregate cost to all of the participating agencies in the regions. The single p will be determined by BACC to be the low bid,
the bid requirements. BACC has the right to delete terms or options from the bid contract documents and reserves 44% - 49% Liquid Solution
Unit Price Per Gallon

Page 2352 of 3513 ends

Bay Area Clean Water Agencies
Bid Results for Project 01-2026 ALUMINUM SULFATE
Bid Due on February 19, 2025 4:00 PM (PDT)

SINGLE BID AWARD
Item # BACC RECOMMENDATION
1 Received via bid platform by bid deadline above
2 Bids submitted on forms provided
3 Must include a base unit price for each geographic area 4 Additional charges for "short load" deliveries shown as a standard deviation on bid form
5 References: minimum of 3
6 Product Specification Deviations - if any, proposed specification must be attached 7 Fully Executed Standard Agreement
8 Fully Executed Non-Collusion Affidavit
9 For potable application only: Affidavit of Compliance to AWWA and/or NSF standard or Statement by chemical manufacturer, signed on letterhead attesting to the affidavit's validity or current printout from NSF.org
10 Representative lab analysis of the chemical prepared by reputable outside laboratory or ISO Certified
11 Name /Address of chemical manufacturer
12 Product Bulletin and Typical Properties
13 Safety Data Sheet (SDS)
14 Addendum/Addenda Acknowledgement
15 Third Party Hauler? If applicable, name, address, Affidavit signed by Bidder 16 Specific Deviations Noted
3 & 16

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Chemtrade Chemicals, LLC US
Lowest Responsive Responsible Bidder
y
y
y
y - see below
y
none
y
y
y
y
ChemTrade & Bay Point
y
y
n/a
Chemical Transfer
yes - see below

Page 2354 of 3513 ends

City Council
Communication
Meeting Date: 6/17/2026
Item #: VII.34
File #: 0203-03
Item ID: 2026-460
Title: Hydrofluosilicic Acid (BACC 08-2026) - Contract Purchase Agreement Contact: Becky Philipp 916-746-1110 [email protected]

SUMMARY
Staff recommends approval of a contract purchase agreement with DuBois Chemicals, Inc. in the amount of $200,000 for FY2026-27 to supply and deliver hydrofluosilicic acid. Adequate funding is available in the proposed FY2026-27 Water Operations Fund budget for this purchase.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution to approve Contract Purchase Agreement (3005347) with DuBois Chemicals, Inc. as the lowest responsive bidder for Bay Area Chemical Consortium (BACC) Bid No. 08-2026 for the supply and delivery of hydrofluosilicic acid for the Barton Road Water Treatment Plant and authorize the City Manager to execute it on behalf of the City of Roseville.

BACKGROUND
The City's Barton Road Water Treatment Plant has an ongoing requirement for hydrofluosilicic acid (fluoride), which is added to the water to prevent dental cavities, also known as tooth decay. This chemical will be purchased as needed throughout the year.

In February 2026, the City participated in a regional chemical bid led by the BACC, with the Bay Area Clean Water Agency serving as the coordinating agency. BACC is comprised of water and wastewater agencies in the Northern California area, working together to purchase chemicals by combining bid solicitations. BACC is an informal cooperative that advertises and opens sealed competitive bids and then prepares bid recommendations. Combined bid solicitations provide vendors with an opportunity to sell larger quantities of their products. Because more than 50 public agencies are now participating, significant savings for chemical purchases are being passed along to the agencies’ water and wastewater customers.

FISCAL IMPACT
The FY2026-27 not-to-exceed amount is $200,000. Funding is included in the FY2026-27 Water Operations Fund budget. Projected spending for the optional renewal years is as follows: FY2027-28,

Page 2355 of 3513 ends

$220,000; FY2028-29, $242,000; FY2029-30, $266,200.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

1. Ensure a safe and healthy community
Respectfully Submitted,
Becky Philipp, Purchasing Supervisor
Scott Pettingell, Finance Director
ATTACHMENTS:

1. Resolution 26-206

2. Contract Purchase Agreement

3. Bid Summary Sheet
REVIEWERS:

Page 2356 of 3513 ends

RESOLUTION NO. 26-206

APPROVING A CONTRACT PURCHASE AGREEMENT, BY AND BETWEEN THE CITY OF ROSEVILLE AND DUBOIS CHEMICALS, INC., AND AUTHORIZING THE CITY

MANAGER TO EXECUTE IT ON BEHALF OF THE CITY OF ROSEVILLE WHEREAS, a Contract Purchase Agreement (3005347) for Hydrofluosilicic Acid (BACC 08-2026), by and between the City of Roseville and DuBois Chemicals, Inc., has been reviewed by the City Council; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and the City Manager is authorized to execute it on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 20 , by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:
______________________________
MAYOR
ATTEST:
________________________
City Clerk

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Contract Purchase Agreement 3005347
Supplier Details:

Company DuBois Chemicals Inc
Contact Andrew Paulson
Address 3630 E Kemper Rd
Sharonville, OH 45241
Submit your response to:

The following guidelines must be followed for the signature block on the agreement:

Insurance requirements:

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Contract Purchase Agreement 3005347
Agreement 3005347
Agreement Date 01-MAY-2026
Revision 0
Agreement Amount 200,000.00 USD
Invoice To City of Roseville
Accounts Payable
311 Vernon St
ROSEVILLE CA 95678
Supplier DuBois Chemicals Inc
3630 E Kemper Rd
Sharonville, OH 45241
Phone:

Fax:

Email:
(916) 774-5488
(916) 784-3796
[email protected]
Phone:

Fax:

Email:
(208) 932-6615
()
[email protected]
Description of
Labor,
equipment
and/or materials
VENDOR SHALL SUPPLY AND DELIVER HYDROFLUOSILICIC ACID ON AN ASNEEDED BASIS AT A COST OF $3.23 PER GALLON IN ACCORDANCE WITH ALL

SPECIFICATIONS, TERMS AND CONDITIONS, AND ATTACHMENTS OF BACC BID NO. 08-2026.

PLEASE CONTACT DANIEL JOHNSON AT THE WATER TREATMENT PLANT AT (916)746-1999 OR [email protected] OR STEPHEN PETERSON AT 916-746-1996 OR [email protected] FOR QUESTIONS REGARDING THIS AGREEMENT.
*The total agreement amount is an approximation only. The City does not guarantee whatsoever the actual value of this contract.

Customer # Supplier # Payment Terms Freight Terms FOB Shipping Method 14975 Net 30 Freight on Board at the destination Destination Best Method Start Date End Date Confirm To
01-Jul-2026 30-Jun-2027 "Becky" Rebecca Philipp Phone 1-916-746-1110 Attention: Total Cost not to exceed the agreement amount without prior approval of the Purchasing office. 2 Docusign Envelope ID: F9C0C486-E238-881F-803C-A915703A2679

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Contract Purchase Agreement 3005347

Contract Terms and Conditions

2. Contractor is an independent contractor, and shall not be considered an officer, agent or employee of the City.

3. Without the written consent of the City, this Agreement is not assignable by Contractor either in whole or in part.

4. Time is of the essence of this Agreement.

6. This Agreement may only be amended or modified in writing. It is integrated and contains the complete understanding of the parties.

7. All equipment, supplies and services sold to the City of Roseville shall conform to the general safety orders of the State of California.

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Contract Purchase Agreement 3005347

11. Contractor shall comply with all federal, state, and local laws and ordinances, including 4 Docusign Envelope ID: F9C0C486-E238-881F-803C-A915703A2679

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Contract Purchase Agreement 3005347

12. In the event that the terms of any attachment or exhibit conflict with any terms of this Agreement, the terms of this Agreement shall control.

15. This Agreement shall be binding upon the heirs, successors, executors, administrators and assigns of the respective parties hereto.

17. For purposes of this Agreement, the terms "Contractor," "Consultant," and "Supplier" are used interchangeably.

21. Contractor certifies that Contractor, its employees, directors, officers, agents, 5 Docusign Envelope ID: F9C0C486-E238-881F-803C-A915703A2679

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Contract Purchase Agreement 3005347

23. This Agreement may be amended via change order, but only if such change order is made in writing, approved by the City, and signed by both parties.

The supplier named hereon by the acceptance of this order agrees to the provisions of this document titled "Contract Purchase Agreement" and all accompanying terms, conditions, and attachments.

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Contract Purchase Agreement 3005347

___________ Sole Proprietor
City Reserves the right to withhold any payments to contractor in the event of noncompliance with insurance requirements or if required by law.

General T&C
REV 3/16/26 JS
7 Docusign Envelope ID: F9C0C486-E238-881F-803C-A915703A2679

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Contract Purchase Agreement 3005347

ATTACHMENT A

HUMAN RESOURCES/RISK MANAGEMENT DIVISION

INSURANCE REQUIREMENTS

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Contract Purchase Agreement 3005347

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Contract Purchase Agreement 3005347

Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ Supplier
Signature:______________________________________________ Print Name:_____________________________________________ Title:__________________________________________________ Date: __________________________________________________ City of Roseville, A Municipal Corporation
Signature:______________________________________________ Print Name: Dominick Casey
Title: City Manager
Date:__________________________________________________ 10 Docusign Envelope ID: F9C0C486-E238-881F-803C-A915703A2679 Municipal Bid Specialist
5/20/2026
Andrew Paulson

Page 2367 of 3513 ends

WRITTEN CONSENT OF DUBOIS CHEMICALS, INC.
(THE "CORPORATION")
The undersigned, serving as Vice President, Secretary and Treasurer who has been authorized by the Board of Directors of DuBois Chemicals, Inc. to sign, adopt and consent on behalf of the Board of Directors to the following action and resolution:

1. DuBois employs Laura Lanthier, Manager FSA & Municipal Bids of the Corporation as well as Andrew Paulson and Angela Degeyter as Municipal Bids Specia I ists.

2. Laura Lanthier, Andrew Paulson and Angela Degeyter are authorized to execute, for and on behalf of this Corporation, all bid documents and instruments as may be necessary to complete and enter into Governmental Contracts or Agreements.

Eric M. Dill Date
Vice President, Secretary and Treasurer
3630 East Kemper Road • Cincinnati, OH 45241
Phone: 800.438.2647 • Fax: 513-326-8320 • www.duboischemicals.com Docusign Envelope ID: F9C0C486-E238-881F-803C-A915703A2679

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DocuSign Envelope ID: 4749B558-6FCA-43A5-91D4-B595639FE9FA

April, 2022
RE: Contractor and Grantee Compliance with Economic Sanctions Imposed in Response to Russia’s Actions in Ukraine
Dear Vendor:

Sincerely,
4/25/2022
Shannon Wiest
City of Roseville
Purchasing and Warehouse Manager
Docusign Envelope ID: F9C0C486-E238-881F-803C-A915703A2679

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Bay Area Clean Water Agencies
Bid Results for Project 08-2026 HYDROFLUSILICIC ACID
Bid Due on February 19, 2026 4:00 PM (PDT)

SINGLE BID AWARD
Section Hydrofulsilicic Acid
Description East Bay Marin Sonoma Napa
Unit of Measure gal gal
DuBois Chemicals, Inc. 3.2200 6.0000
Pencco, Inc 7.3100 7.2600
Per Section 2.16 Method of Award
Bids may be awarded by the participating BACC agencies to the lowest, responsive, and responsible bidder meeting the specific responsive bidder will be determined by multiplying the estimated annual quantity for each participating BACC agency by the b aggregate cost to all of the participating agencies in the regions. The single bid that results in the lowest overall cost to the par by BACC to be the low bid, assuming the bid is determined by BACC to be complete and in compliance with the bid requirement from the bid contract documents and reserves the right to reject any and all bids and to waive irregularities of said bids.

Single Bid Award
Aggregate Cost Calculation: East Bay Marin Sonoma Napa
Estimated annual quantity 26,000 28,000
DuBois Chemicals, Inc. $83,720.00 $168,000.00
Pencco, Inc $190,060.00 $203,280.00

Page 2370 of 3513 ends

North Bay Sacramento South Bay Tri Valley
gal gal gal gal

3.1000 3.2300 3.1300 3.4700

7.1900 7.2500 7.2100 7.7600
North Bay Sacramento South Bay Tri Valley
97,780 176,000 45,000 23,400
$303,118.00 $568,480.00 $140,850.00 $81,198.00 $1,345,366.00 Overall lowest $703,038.20 $1,276,000.00 $324,450.00 $181,584.00 $2,878,412.20 Hydrofulsilicic Acid 23-24%
onsible bidder meeting the specifications for bulk loads for the chemical. The lowest participating BACC agency by the bid price for their region, and adding up the n the lowest overall cost to the participating agencies as a group will be determined mpliance with the bid requirements. BACC has the right to delete terms or options ve irregularities of said bids.

Page 2371 of 3513 ends

Bay Area Clean Water Agencies
Bid Results for 08-2026 HYDROFLUSILICIC ACID
Bid Due on February 19, 2026 4 pm

SINGLE BID AWARD
DuBois Pencco
Item # BACC RECOMMENDATION Lowest Responsive Responsible Bidder 1 Received by bid deadline above y y
2 Bids submitted on forms provided y y
3 Must include a base unit price for each geographic area y y
4 Additional charges for "short load" deliveries shown as a standard deviation on bid form
none none
5 References: minimum of 3 y y
6 Product Specification Deviations - if any, proposed
specification must be attached
y y
7 Fully Executed Standard Agreement y y
8 Fully Executed Non-Collusion Affidavit y y
9 For potable application only: Affidavit of Compliance to AWWA and/or NSF standard or Statement by chemical
manufacturer, signed on letterhead attesting to the
affidavit's validity or current printout from NSF.org
y y
10 Representative lab analysis of the chemical prepared by reputable outside laboratory or ISO Certified y y
11 Name /Address of chemical manufacturer JR Simplot Itafos, ID/CA 12 Product Bulletin and Typical Properties y y
13 Safety Data Sheet (SDS) y y
14 Addendum/Addenda Acknowledgement n/a n/a
15 Third Party Hauler? If applicable, name, address, Affidavit signed by Bidder
Chemical Transfer and Sierra Chemical none
16 Specific Deviations Noted none none

Page 2372 of 3513 ends

City Council
Communication
Meeting Date: 6/17/2026
Item #: VII.35
File #: 0201 & 0201-01
Item ID: 2026-486
Title: Fiscal Year 2025-26 Year-End Budget Adjustments
Contact: Jackie Rice 916-774-5326 [email protected]

SUMMARY
Staff recommends approval of year-end budget adjustments to the Fiscal Year 2025-26 budget to ensure compliance with the annual budget ordinance. The recommended year-end budget adjustments are: (1) Placer County Water Agency wheeling charges, (2) Roseville Housing Authority Housing Choice Voucher and Mainstream Programs, (3) Sierra Vista Specific Plan Area infrastructure reimbursement payment, (4) Internal Revenue Service tax credit payments, and (5) Blue Oaks Boulevard Widening Project funding adjustments.

RECOMMENDATION
Staff recommends that the City Council

1. Adopt an ordinance to approve adjustments to the FY2025-26 budget.

2. Acting as the governing board of the Roseville Housing Authority (RHA), adopt a resolution to approve a budget adjustment for the Housing Authority Choice Voucher and Mainstream Programs.

BACKGROUND
Staff recommends the following adjustments to the FY2025-26 budget:

1. Placer County Water Agency (PCWA) Wheeling Charges – This $1,199,615 budget adjustment is requested to increase budgeted revenue for water wheeling services provided to Placer County Water Agency.

2. Roseville Housing Authority Housing Choice Voucher and Mainstream Programs – This $3,547,000 budget adjustment is requested to increase revenue and expenditure budgets for the Housing Choice Voucher and Mainstream programs.

3. Sierra Vista Specific Plan Area – This budget adjustment appropriates reimbursement revenue received pursuant to the Development Agreement to accelerate construction of a portion of Westbrook Boulevard and related public infrastructure within the Sierra Vista Specific Plan Area.

The payment represents an installment toward repayment of infrastructure costs previously advanced by the City.

4. Internal Revenue Service Tax Credits – This budget adjustment appropriates approximately $31.27 million in federal clean energy tax credit payments received for wastewater infrastructure and electric vehicle investments. Approximately $31.24 million will be transferred to the South Placer Wastewater Authority to reimburse project costs. The remainder will be used to offset City fleet costs associated with the purchase of electric vehicles.

Page 2373 of 3513 ends

5. Blue Oaks Boulevard Widening Project – This budget adjustment is requested to fund construction of the West Roseville Specific Plan Fiddyment Ranch Blue Oaks Boulevard Widening Project. The project is funded by $4.6 million in Fiddyment Ranch CFD No. 5 bond funds and $5.5 million in Traffic Mitigation Funds.

FISCAL IMPACT
The recommended adjustments to the FY2025-26 budget will result in the changes in the table below. For fund balance reductions, there are adequate resources available in each fund.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) does not apply to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment, or is otherwise not considered a

Page 2374 of 3513 ends

project as defined by CEQA Statute §21065 and CEQA State Guidelines §15060(c)(3) and §15378.

Approval of the recommended adjustments to the FY2025-26 budget meets the above criteria and is not subject to CEQA. No additional environmental review is required.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

2. Remain fiscally responsible in a changing world
Respectfully Submitted,
Jackie Rice, Budget Manager
Scott Pettingell, Finance Director
ATTACHMENTS:

1. Ordinance 7081

2. Resolution 7-26
REVIEWERS:

Jackie Rice, Finance Department - Budget Created/Initiated - 5/29/2026 Nancy Rothlisberger, City Clerk Department Approved - 6/1/2026 Scott Pettingell, Finance Department Approved - 6/1/2026 Kelly Aye, City Attorney Department Approved - 6/2/2026 Katrina Six, City Clerk Department Approved - 6/3/2026
Ryan DeVore, City Manager Department - Assistant City Manager Approved - 6/4/2026 Dennis Kauffman, City Manager Department - Assistant City Manager Approved - 6/4/2026 Michelle Sheidenberger, City Attorney Department Approved - 6/5/2026 Dominick Casey, City Manager Department - City Manager Approved - 6/5/2026 Katrina Six, City Clerk Department Final Approval - 6/5/2026

Page 2375 of 3513 ends

ORDINANCE NO. 7081

ORDINANCE OF THE COUNCIL OF THE CITY OF ROSEVILLE
AUTHORIZING CERTAIN AMENDMENTS TO THE FISCAL YEAR 2025-26

BUDGET AND DECLARING THIS ORDINANCE TO BE IMMEDIATELY

EFFECTIVE AS AN APPROPRIATION MEASURE
THE CITY OF ROSEVILLE ORDAINS:

SECTION 1. The City of Roseville Annual Budget, Fiscal Year 2025-26, is hereby amended as listed on the attached budget adjustments.

SECTION 2. This ordinance is hereby declared to be an appropriation measure, immediately effective pursuant to the provisions of Section 5.03 of the Charter.

SECTION 3. The City Clerk is hereby authorized and directed to post a true copy of the foregoing ordinance in each of three (3) conspicuous locations in the City and she shall immediately after such posting enter in the ordinance book, under the record of the ordinance, a certificate under her hand stating the time and place of such publication by posting.

PASSED AND ADOPTED by the Council of the City of Roseville, this day of , 2026, by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:

MAYOR
ATTEST:

City Clerk

Page 2376 of 3513 ends

REQUEST FOR BUDGET ADJUSTMENT Updated 11/19/2025
Please complete the cells highlighted in yellow.

REQUESTER NAME & TITLE: FISCAL YEAR:

PREPARER NAME & TITLE: ORDINANCE:

DEPARTMENT/DIVISION:

EXPENDITURES/EXPENSES/TRANSFERS OUT
ACCOUNT STRING BUDGET ($) DESCRIPTION Fund Account Center Project Adjustment 6220 5569 10001 31,237,247 IRS Tax Credit
3014 6587 84001 500712 4,644,052 Fiddyment CFD for Blue Oaks Widening 3151 6587 84001 500712 5,493,744 Traffic Mitigation for Blue Oaks Widening EXPENDITURES/EXPENSES/TRANSFERS OUT TOTAL 41,375,043

REVENUES/TRANSFERS IN
ACCOUNT STRING BUDGET ($) DESCRIPTION Fund Account Center Project Adjustment 1030 4780 10001 1,200,853 Sierra Vista - JMC revenue - Strategic Improvement Fund
6001 4780 10001 976,907 Sierra Vista - JMC revenue - Electric Operations Fund 4001 4780 62601 37,500 IRS Tax Credit - Fleet Operations 6220 4780 10001 29,322,688 IRS Tax Credit - Wastewater
Construction
6220 4451 10001 1,914,559 IRS Tax Credit - Wastewater
Construction
REVENUES/TRANSFERS IN TOTAL 33,452,507
NET ADJUSTMENT 7,922,536

FUND BALANCE
ACCOUNT STRING BUDGET ($) DESCRIPTION Fund Account Center Project Adjustment 4001 3601 00000 000000 37,500 IRS Tax Credit
3014 (4,644,052) Fiddyment CFD for Blue Oaks Widening
3151 3601 00000 000000 (5,493,744) Traffic Mitigation for Blue Oaks Widening 1030 3601 00000 000000 1,200,853 Sierra Vista - JMC revenue - Strategic Improvement Fund
6001 3601 00000 000000 976,907 Increase Electric Fund Balance 3601 00000 000000
3601 00000 000000
FUND BALANCE TOTAL (7,922,536)
Justification for Budget Adjustment:

Staff recommends the following budget adjustments:

On May 3, 2023, the City Council approved a City/Developer Reimbursement Agreement with John Mourier Construction, Inc. (JMC) to accelerate construction of a portion of Westbrook Boulevard and related public infrastructure within the Sierra Vista Specific Plan area. The recommended budget adjustment establishes a budget for reimbursement revenue received from JMC pursuant to the agreement. This payment represents an installment toward repayment of infrastructure costs previously advanced by the City and will be returned to the Electric Fund in the amount of $976,907 and the Strategic Improvement Fund in the amount of $1,200,852.

The recommended budget adjustment appropriates approximately $31.27 million in federal tax credit payments, including interest, received for eligible wastewater infrastructure and electric vehicle investments. Approximately $31,237,247 will be transferred to the South Placer Wastewater Authority to reimburse project costs it funded, and $37,500 will be used to offset City fleet costs associated with the purchase of electric vehicles.

The Development Services Department recommends that Council authorize the establishment of a new Capital Improvement Project- Fiddyment Ranch Blue Oaks Widening Reimbursement (500712) and adopt an ordinance to approve a budget adjustment appropriating $10,137,796 to fund the project. The project is funded by $4,644,052 in Fiddyment Ranch CFD No. 5 bond reserve funds that became available through the replacement of the cash-funded reserve requirement with a surety policy, and $5,493,744 in Traffic Mitigation Funds. On May 20, 2026, the City of Roseville entered into an agreement with JEN California 15 LLC in the amount of $10,137,796 for the construction of the West Roseville Specific Plan Fiddyment Ranch Blue Oaks Boulevard Widening Project. These appropriations will provide the necessary funding to reimburse eligible project costs and support the construction of the roadway widening improvements identified in the agreement.

Scott Pettingell, Finance Director 2025-26
Nancy Rothlisberger, Asst. Finance Director
Finance/Administration

Page 2377 of 3513 ends

REQUESTER NAME & TITLE: FISCAL YEAR: 2025-26
PREPARER NAME & TITLE: ORDINANCE:

DEPARTMENT/DIVISION:

EXPENDITURES/EXPENSES/TRANSFERS OUT
BUDGET ($)
Fund Account Center Project Adjustment
-

REVENUES/TRANSFERS IN
BUDGET ($)
Fund Account Center Project Adjustment
6101 4299 74115 1,199,615
1,199,615
(1,199,615)

FUND BALANCE
BUDGET ($)
Fund Account Center Project Adjustment
6101 3601 00000 000000 1,199,615
3601 00000 000000
3601 00000 000000
3601 00000 000000
3601 00000 000000
3601 00000 000000
1,199,615
Justification for Budget Adjustment:

Please complete the cells highlighted in yellow.

Alexandra Marquez, EU Senior Business Analyst
Joseph Barrow, EU Business Analyst
EU Water

DESCRIPTION

REVENUES/TRANSFERS IN TOTAL
Increase revenue budget for water wheeling to Placer
County Water Agency
The Environmental Utilities Department is requesting a budget adjustment of $1,199,615 to increase the Wheeling Charges revenue budget.

Unexpected revenues were received from Placer County Water Agency for water wheeling services provided by the Water Utility.

This adjustment increases the revenue budget from $16,000 to $1,215,615, and increases the Water Operations Fund balance by $1,199,615.

FUND BALANCE TOTAL

REQUEST FOR BUDGET ADJUSTMENT
Updated 11/19/2025

ACCOUNT STRING DESCRIPTION
Increase Water Operations Fund Balance

NET ADJUSTMENT

ACCOUNT STRING DESCRIPTION

ACCOUNT STRING

EXPENDITURES/EXPENSES/TRANSFERS OUT TOTAL

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HOUSING AUTHORITY OF THE CITY OF ROSEVILLE
RESOLUTION NO. 7-26

APPROVING A BUDGET ADJUSTMENT FOR
FISCAL YEAR 2025-26
WHEREAS, the Housing Authority of the City of Roseville has reviewed the proposed Housing Authority Budget Adjustment for the Housing Authority Choice Voucher and Mainstream Programs.

NOW, THEREFORE, the Housing Authority of the City of Roseville does hereby approve the attached budget adjustment.

PASSED AND ADOPTED by the Housing Authority of the City of Roseville this day of , 2026, by the following vote on roll call:

AYES AUTHORITY MEMBERS:

NOES AUTHORITY MEMBERS:

ABSENT AUTHORITY MEMBERS:

CHAIRMAN
Secretary
1

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REQUEST FOR BUDGET ADJUSTMENT
Updated 11/19/2025
Please complete the cells highlighted in yellow.

REQUESTER NAME & TITLE: FISCAL YEAR:

PREPARER NAME & TITLE: ORDINANCE:

DEPARTMENT/DIVISION:

EXPENDITURES/EXPENSES/TRANSFERS OUT
ACCOUNT STRING BUDGET ($)
Fund Account Center Project Adjustment DESCRIPTION
2801 5578 54102 3,500,000 Increase expenses for HCV HAP 2801 5301 54103 17,000 Increase expenses for HCV professional services 2802 5578 54105 30,000 Increase expenses for Mainstream HAP EXPENDITURES/EXPENSES/TRANSFERS OUT TOTAL 3,547,000

REVENUES/TRANSFERS IN
ACCOUNT STRING BUDGET ($)
Fund Account Center Project Adjustment DESCRIPTION
2801 4401 54102 3,500,000 Increase grant revenue for HCV HAP 2801 4401 54103 17,000 Increase grant revenue for HCV Admin 2802 4401 54105 30,000 Increase grant revenue for Mainstream HAP REVENUES/TRANSFERS IN TOTAL 3,547,000

NET ADJUSTMENT -

FUND BALANCE
ACCOUNT STRING BUDGET ($)
Fund Account Center Project Adjustment DESCRIPTION
3601 00000 000000
3601 00000 000000
3601 00000 000000
3601 00000 000000
3601 00000 000000
3601 00000 000000

FUND BALANCE TOTAL -
Justification for Budget Adjustment:

The Economic Development Department is requesting a budget adjustment of $3,547,000 for the Roseville Housing Authority to increase revenue and expenditure budgets for the Housing Choice Voucher and Mainstream programs. The adjustment is needed to support higher housing assistance payment costs resulting from increased rents and additional project vouchers.

This adjustment increases the Housing Choice Voucher revenue and expenditure budget by $3,517,000, from $10,746,300 to $14,263,300.

The adjustment also increases the Mainstream revenue and expenditure budget by $30,000, from $637,672 to $667,672.

Emily Sawin Management Analyst 2025-26
Emily Sawin Management Analyst
Economic Development - Housing

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City Council
Communication
Meeting Date: 6/17/2026
Item #: VII.36
File #: 0203-03
Item ID: 2026-463
Title: Sodium Hydroxide Solution (BACC 12-2026) - Contract Purchase Agreement Contact: Becky Philipp 916-746-1110 [email protected]

SUMMARY
Staff recommends approval of a contract purchase agreement with Univar Solutions USA LLC, doing business as Univar Solutions USA, in the amount of $2,205,000 for the supply and delivery of sodium hydroxide solution for FY2026-27. Sufficient funding is included in the Environmental Utilities and Electric Departments' proposed FY2026-27 budgets for this purchase.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution approving Contract Purchase Agreement (3005348) with Univar Solutions USA LLC, doing business as Univar Solutions USA, in the amount of $2,205,000 for the supply and delivery of sodium hydroxide solution for FY2026-27. Sufficient funding is included in the Environmental Utilities and Electric Departments' proposed FY2026-27 budgets for this purchase.

Staff further recommends that the City Council authorize the City Manager or his or her designee to execute three (3) additional one (1) year renewals without further City Council approval, provided that the applicable budget is approved by the City Council, or until staff determines that continuing with this vendor is not in the best interest of the City.

BACKGROUND
The wastewater treatment plants, water treatment plant, and Roseville Energy Park have ongoing needs for sodium hydroxide solution (caustic soda), which is used to adjust pH and reduce corrosion in water and wastewater treatment processes. The chemical is purchased on an as-needed basis throughout the year.

FISCAL IMPACT
The FY2026-27 not-to-exceed amount is $2,205,000. Funding is included in the Environmental Utilities and Electric Departments' FY2026-27 budgets. Projected spending for the optional renewal years is as follows:

FY2027-28, $2,425,500; FY2028-29, $2,668,050; and FY2029-30, $2,935,000.

ENVIRONMENTAL REVIEW
The California Environmental Quality Act (CEQA) only applies to projects which have the potential to

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cause a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. (CEQA Guidelines §15061(b)(3)). The hauling and delivery of hazardous substances is regulated by the state. Hazardous material transport consistent with applicable safety regulations should not result in a significant environmental effect. Therefore, the proposed contract purchase agreement does not include the potential for significant environmental effect and is not subject to CEQA.

CITY COUNCIL STRATEGIC PLAN/OVERARCHING GOALS

1. Ensure a safe and healthy community
Respectfully Submitted,
Becky Philipp, Purchasing Supervisor
Scott Pettingell, Finance Director
ATTACHMENTS:

1. Resolution 26-204

2. Contract Purchase Agreement

3. Bid Summary Sheet
REVIEWERS:

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RESOLUTION NO. 26-204

APPROVING A CONTRACT PURCHASE AGREEMENT, BY AND BETWEEN THE CITY

OF ROSEVILLE AND UNIVAR SOLUTIONS USA LLC DBA UNIVAR SOLUTIONS USA,

AND AUTHORIZING THE CITY MANAGER TO EXECUTE IT ON BEHALF OF

THE CITY OF ROSEVILLE
WHEREAS, a Contract Purchase Agreement (3005348) for Sodium Hydroxide Solution (BACC 12-2026), by and between the City of Roseville and Univar Solutions USA LLC dba Univar Solutions USA, has been reviewed by the City Council; and NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Roseville that said agreement is hereby approved and the City Manager is authorized to execute it on behalf of the City of Roseville.

PASSED AND ADOPTED by the Council of the City of Roseville this ___ day of ______________, 20 , by the following vote on roll call:

AYES COUNCILMEMBERS:

NOES COUNCILMEMBERS:

ABSENT COUNCILMEMBERS:
______________________________
MAYOR
ATTEST:
________________________
City Clerk

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Contract Purchase Agreement 3005348
Supplier Details:

Company Univar Solutions USA LLC dba Univar Solutions USA Contact Jennifer Perras
Address 8201 S 212th St
Kent, WA 98032
Submit your response to:

The following guidelines must be followed for the signature block on the agreement:

Insurance requirements:

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Contract Purchase Agreement 3005348
Agreement 3005348
Agreement Date 01-MAY-2026
Revision 0
Agreement Amount 2,205,000.00 USD
Invoice To City of Roseville
Accounts Payable
311 Vernon St
ROSEVILLE CA 95678
Supplier Univar Solutions USA LLC dba Univar
Solutions USA
8201 S 212th St
Kent, WA 98032
Phone:

Fax:

Email:
(916) 774-5488
(916) 784-3796
[email protected]
Phone:

Fax:

Email:
(253) 872-5000
()
[email protected]
Description of
Labor,
equipment
and/or materials
Vendor shall supply and deliver 25% and 50% sodium hyrdoxide solution (caustic soda) to various locations in Roseville on an as-needed basis in accordance with all specifications, attachments and terms and conditions of BACC Bid No. 12-2026 and the attached Bay Area Chemical Consortium Standard Agreement . Pricing: 25% sodium hydroxide $886.09 per dry ton, 50% sodium hydroxide $751.48 per dry ton. Deliveries to be made Monday-Friday between the hours of 7am-3pm.

Please contact Jason Fick for Dry Creek WWTP and Pleasant Grove WWTP at 916- 746-1941 or [email protected], Drew Yarbrough for Roseville Energy Park at 916- 746-1656 or [email protected], Stephen Peterson for Water Treatement Plant at 916-746-1996 or [email protected] for questions regarding this contract.

Customer # Supplier # Payment Terms Freight Terms FOB Shipping Method 11543 Net 30 Freight on Board at the destination Destination Best Method Start Date End Date Confirm To
01-Jul-2026 30-Jun-2027 "Becky" Rebecca Philipp Phone 1-916-746-1110 Attention: Total Cost not to exceed the agreement amount without prior approval of the Purchasing office. 2 Docusign Envelope ID: 799BA11F-D91E-8489-8234-E540274FD82E

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Contract Purchase Agreement 3005348

Contract Terms and Conditions

2. Contractor is an independent contractor, and shall not be considered an officer, agent or employee of the City.

3. Without the written consent of the City, this Agreement is not assignable by Contractor either in whole or in part.

4. Time is of the essence of this Agreement.

6. This Agreement may only be amended or modified in writing. It is integrated and contains the complete understanding of the parties.

7. All equipment, supplies and services sold to the City of Roseville shall conform to the general safety orders of the State of California.

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Contract Purchase Agreement 3005348

11. Contractor shall comply with all federal, state, and local laws and ordinances, including 4 Docusign Envelope ID: 799BA11F-D91E-8489-8234-E540274FD82E

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Contract Purchase Agreement 3005348

12. In the event that the terms of any attachment or exhibit conflict with any terms of this Agreement, the terms of this Agreement shall control.

15. This Agreement shall be binding upon the heirs, successors, executors, administrators and assigns of the respective parties hereto.

17. For purposes of this Agreement, the terms "Contractor," "Consultant," and "Supplier" are used interchangeably.

21. Contractor certifies that Contractor, its employees, directors, officers, agents, 5 Docusign Envelope ID: 799BA11F-D91E-8489-8234-E540274FD82E

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Contract Purchase Agreement 3005348

23. This Agreement may be amended via change order, but only if such change order is made in writing, approved by the City, and signed by both parties.

The supplier named hereon by the acceptance of this order agrees to the provisions of this document titled "Contract Purchase Agreement" and all accompanying terms, conditions, and attachments.

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Contract Purchase Agreement 3005348

___________ Sole Proprietor
City Reserves the right to withhold any payments to contractor in the event of noncompliance with insurance requirements or if required by law.

General T&C
REV 3/16/26 JS
7 Docusign Envelope ID: 799BA11F-D91E-8489-8234-E540274FD82E

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Contract Purchase Agreement 3005348

COR Insurance Over Bid Limit

ATTACHMENT A

HUMAN RESOURCES/RISK MANAGEMENT DIVISION

INSURANCE REQUIREMENTS

Construction:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Design Professional:____
General Liability:
$2 Million/occurrence
$4 Million aggregate
Professional Liability:
$2 Million/occurrence
Professional Consultant:____
Professional Liability:
$1 Million/occurrence
IT Services:____
Professional Liability:
$1 Million/occurrence
No auto required
Cyber Liability:
$1 Million/occurrence
Hazardous Materials:____
Pollution Liability:
$1 Million/occurrence
Special Events/Caterers-Vendors:____
No auto required
No workers' comp required
Professional Counseling/ Psychological:____
Professional Liability:
$1 Million/occurrence
8 Docusign Envelope ID: 799BA11F-D91E-8489-8234-E540274FD82E

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Roseville City CouncilJune 17, 2026

Roseville City Council
June 17, 2026