Vallejo City Council
March 10, 2026

CITY OF VALLEJO
Top 25 Principal Sales Tax Payers
CALENDAR YEARS 2024 and 2014

IN ALPHABETICAL ORDER
2024 2014
Arco AM PM Au Energy Shell Station
Au Energy Shell Station Avery Greene Honda
Best Buy Best Buy
Chick Fil A Bonfare Market
Costco Wholesale Chevron
Home Depot Costco
Honda of Vallejo Home Depot
Kohls Kohls
Lowes Lowes
Marshalls Marshalls
McDonald's McDonalds
Ross Momentum Chrysler/Dodge/Jeep/Kia
Safeway N & M Market
Safeway Fuel Ross
Six Flags Discovery Kingdom Safeway
Target Safeway Fuel
Team Chevrolet Cadillac Mazda Hyundai Shell
Tesla Motors Six Flags Discovery Kingdom
Texaco Power Market Target
Toyota Vallejo Team Chevrolet Cadillac Hyundai Mazda
Tributary Point Arco Toyota Vallejo
Vallejo Chrysler Dodge Jeep Ram Tributary Point Arco
Vallejo Hyundai Valero
Vallejo Nissan Vallejo Nissan
Walmart Neighborhood Market XKT/Nesco Fabricators
Source: HDL Report
240

Debt Capacity Information
241

Ratios of Outstanding Debt by Type
Last Ten Fiscal Years
Governmental Activities
Fiscal Year Loans & Total
Ended Lease Subscription Certificates of Notes Financed Governmental June 30 Payables 3 Payables 4 Participation Payable Purchase Activities 2016 $ - $ - $ 3,420,210 $ 13,936,400 $ 507,320 $ 17,863,930 2017 - - 3,233,951 13,445,922 405,856 17,085,729
2018 - - 3,037,671 12,898,459 304,392 16,240,522
2019 - - 2,830,831 14,036,129 202,928 17,069,888
2020 - - 2,612,865 14,527,540 106,465 17,246,870
2021 - - 2,383,175 13,699,042 3,157,618 19,239,835 2022 26,411 - 2,141,129 12,813,429 2,181,873 17,162,842 2023 28,131 - 1,926,517 14,894,340 1,762,356 20,448,054 2024 3,586,171 504,039 1,701,517 13,656,906 1,334,575 20,783,208 2025 3,496,883 2,876,988 1,466,517 12,504,682 898,367 21,243,437 Business-type Activities 2
Fiscal Year Loans & Total Total Percentage Debt
Ended Revenue Lease Subscription Certificates of Notes Financed Business-type Primary of Personal Per June 30 Bonds Payables 3 Payables 4 Participation Payable Purchase Activities Government Income 1 Capita 1 2016 $ 49,201,649 $ - $ - $ - $ 23,254,939 $ - $ 72,456,588 $ 90,320,518 2.97 % 770 2017 46,737,658 - - - 22,229,772 - 68,967,430 86,053,159 2.51 % 728 2018 44,153,668 - - - 21,179,459 - 65,333,127 81,573,649 2.55 % 684 2019 41,449,678 - - - 20,101,727 - 61,551,405 78,621,293 2.32 % 658 2020 35,222,600 - - - 18,842,322 634,937 54,064,922 71,311,792 2.00 % 599 2021 83,522,966 - - - 18,125,983 478,282 102,127,231 121,367,066 3.30 % 1,030 2022 78,938,468 229,001 - - 17,390,068 - 96,557,537 113,720,379 2.81 % 923 2023 74,203,970 123,062 118,636 - 16,634,055 - 91,079,723 111,527,777 2.50 % 917 2024 69,384,473 36,744 282,832 - 15,857,414 - 85,561,463 106,344,671 2.14 % 875 2025 64,479,974 889,925 136,237 - 15,061,303 - 80,567,439 101,810,876 2.04 % 833 Notes:
– Details regarding the City's outstanding debt can be found in the notes to the financial statements.

1. These ratios are calculated using personal income and population for the current calendar year.

2. Effective fiscal year 2013 and beyond, the presentation of some financial data has changed to reflect the effects of the implementation of GASB 61 which eliminated the inclusion of the Vallejo Sanitation & Flood Control District (now Vallejo Flood & Wastewater District) as part of the primary government. This results in the financial activities of the VFWD being discretely presented in the Component Unit column of the Statement of Net Position and the Statement of Activities.

3. Effective fiscal year 2022, the City adopted GASB statement No. 87

4. Effective fiscal year 2023, the City adopted GASB statement No. 96

CITY OF VALLEJO
242

Direct and Overlapping Debt
June 30, 2025
FY 2024-25 Assessed Valuation Citywide Total $ 14,465,071,325 Successor Agency Incremental Valuation (542,245,811)
FY 2024-25 Adjusted City-Only Assessed Valuation $ 13,922,825,514 Percentage Applicable 1 Total Outstanding Debt 6/30/25
City's Estimated Share of
Overlapping Total Outstanding
Debt 6/30/25
Overlapping Tax and Assessment Debt:

Solano County Community College District 20.074% $ 351,752,581 $ 70,610,813 Vallejo Unified School District 97.774% 187,165,000 182,998,707 Vallejo Unified School District CFD No. 2 100.000% 2,760,275 2,760,275 City of Vallejo Hiddenbrooke Improvement District No. 1998-1 100.000% 5,170,000 5,170,000 City of Vallejo 1915 Act Bonds 100.000% 3,620,000 3,620,000 Total overlapping debt repaid with property taxes 550,467,856 265,159,795 Direct and Overlapping Debt:

Solano County General Fund Obligations 19.546% 62,105,000 12,139,043 City of Vallejo Governmental Obligations3 100.000% 36,304,740 36,304,740 Greater Valley Recreation District Pension Obligation Bonds 97.774% 3,608,000 3,527,686 Total Direct and Overlapping Debt 102,017,740 51,971,469 Overlapping Tax Increment Debt (Successor Agency): 100.000% $ 1,765,000 1,765,000 Total City Direct Debt 36,304,740
Total overlapping debt² $ 282,591,524
Combined Total Debt $ 318,896,264
Notes:
– 1 The percentage of overlapping debt applicable to the City is estimated using taxable assessed property values. – Applicable percentages were estimated by determining the portion of the overlapping district's assessed value that is within the boundaries of the city divided by the district's total taxable assessed value. – Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City.

This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of the City. This process recognizes that, when considering the City's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident, and therefore responsible for repaying the debt, of each overlapping government.
– 2 Excludes tax and revenue anticipation notes, enterprise revenue, and mortgage revenue. – 3 Includes Governmental Activities Debt, Leases, SBITAs plus the UBOC Reimbursement Obligations of $15,061,303 listed under Business-type activity debt, which have a General Fund pledge of repayment.

Ratios to 2024-25 Assessed Valuation:

Total Overlapping Tax and Assessment Debt 1.83%
Total Direct Debt ($36,304,740) 0.25%
Combined Total Debt 2.20%
Ratios to Redevelopment Successor Agency Incremental Value:

Total Overlapping Tax Increment Debt 0.33%
Source:
– California Municipal Statistics, Inc.

CITY OF VALLEJO
243

Legal Debt Margin Information
Last Ten Fiscal Years
Fiscal Year Ended June 30
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Assessed valuation 8,561,720,721 9,126,502,971 9,718,370,847 10,351,446,688 10,967,541,035 11,528,039,029 12,030,214,427 12,746,895,564 13,344,844,507 $ 13,922,825,514 Conversion percentage 25 % 25 % 25 % 25 % 25 % 25 % 25 % 25 % 25 % 25 % Adjusted assessed
valuation 2,140,430,180 2,281,625,743 2,429,592,712 2,587,861,672 2,741,885,259 2,882,009,757 3,007,553,607 3,186,723,891 3,336,211,127 3,480,706,379 Debt limit percentage 15 % 15 % 15 % 15 % 15 % 15 % 15 % 15 % 15 % 15 % Debt limit $321,064,527 $342,243,861 $364,438,907 $388,179,251 $411,282,789 $432,301,464 $451,133,041 $478,008,584 $500,431,669 $522,105,957 Legal debt margin $ 321,064,527 $ 342,243,861 $ 364,438,907 $ 388,179,251 $ 411,282,789 $ 432,301,464 $ 451,133,041 $ 478,008,584 $ 500,431,669 $ 522,105,957 Total debt applicable to
the limit as a percentage
of debt limit 1 - % - % - % - % - % - % - % - % - % - % Notes
– The Government Code of the State of California provides for a legal debt limit of 15% of gross assessed valuation. However, this provision was enacted when assessed valuation was based upon 25% of market value. Effective with the 1981-82 fiscal year, each parcel is now assessed at 100% of market value (as of the most recent change in ownership for that parcel). The computations shown above reflect a conversion of assessed valuation data for each fiscal year from the current full valuation perspective to the 25% level that was in effect at the time that the legal debt margin was enacted by the State of California for local governments located within the state.

Source:
– City Finance Department
– County Tax Assessor's Office
– Section 43605 of the California Government Code for General Obligation bonds.

CITY OF VALLEJO
244

Pledged Revenue Coverage
Water Revenue Bonds (a)
Fiscal Year Ended
June 30
Gross Water
Revenues (a) Less Expenses ( b)
Net Available
Revenues
Total Debt Service
(c)
City system
Coverage
2016 36,286,112 26,855,253 9,430,859 5,165,821 1.83 2017 36,716,327 27,718,056 8,998,271 5,164,849 1.74 2018 41,027,396 29,860,024 11,167,372 5,167,149 2.16 2019 43,637,679 30,069,713 13,567,966 5,165,149 2.63 2020 46,394,649 30,988,285 15,406,364 5,106,243 3.02 2021 49,665,529 33,747,238 15,918,291 4,369,815 3.64 2022 48,298,555 31,440,778 16,857,777 6,516,504 2.59 2023 55,786,501 40,158,687 15,627,814 6,510,647 2.40 2024 62,868,301 39,788,032 23,080,269 6,487,079 3.56 2025 63,424,825 38,790,380 24,634,445 6,506,807 3.79 Notes:
a) Includes operating revenues, investment earnings, and contributions. b) Excludes depreciation and debt service payments.
c) Details regarding the city's outstanding debt can be found in the notes to the financial statements.

Data source:

City of Vallejo Annual Comprehensive Financial Report - Debt Service Schedules

CITY OF VALLEJO
Pledged Revenue Coverage
Last Ten Fiscal Years
245

Wastewater
Debt Service (Principal and Interest)
Fiscal Year
Ended June 30
Pledged
Revenue
Less
Operating
Expenses
Net Available
Revenues
2024 Rev
Bonds
2014 Rev
Bonds
2011 Rev
Bonds
2008 State
Fund Loan 2006 COP
2004 State Fund
Loan 1993 COP Total
Coverage
Ratio
2016 29,512,834 19,213,676 10,299,158 - 2,314,475 324,475 317,450 - 907,072 2,661,500 6,524,971 1.58 2017 28,503,418 19,478,930 9,024,488 - 2,311,475 326,075 317,450 - 907,072 2,657,500 6,519,572 1.38 2018 27,615,956 19,402,604 8,213,352 - 2,312,275 327,275 317,449 - 907,072 2,652,750 6,516,221 1.26 2019 32,328,384 20,696,633 11,631,751 - 2,311,675 328,075 317,450 - 907,072 2,709,875 6,574,147 1.77 2020 34,341,064 25,108,887 9,232,177 - 2,310,425 328,475 317,450 - 907,072 - 3,863,422 2.39 2021 37,279,831 24,726,106 12,553,725 - 2,311,925 328,475 317,450 - 907,072 - 3,864,922 3.25 2022 39,749,686 32,595,628 7,154,058 - 2,310,925 327,750 317,450 - 907,072 - 3,863,197 1.85 2023 42,220,985 25,203,099 17,017,886 - 2,307,425 324,250 317,450 - - - 2,949,125 5.77 2024 47,866,518 30,634,435 17,232,083 1,963,378 565,712 15,125 317,450 - - - 2,861,665 6.02 2025 55,929,521 34,671,376 21,258,145 2,310,300 - - 317,450 - - - 2,627,750 8.09 Data source:

Vallejo Sanitation and Flood Control District (now Vallejo Flood and Wastewater District) - Annual Comprehensive Financial Report

CITY OF VALLEJO
Pledged Revenue Coverage
Last Ten Fiscal Years
246

Tax Allocation Bonds
Former Agency / Successor Agency (a)
Debt Service ( b )
Fiscal Year Ended
June 30 Tax Increment/ ROPS Principal Interest Coverage 2016 $ 2,005,037 $ 685,000 $ 502,633 168.83 %
2017 1,425,825 750,000 449,703 118.85 %
2018 1,523,091 820,000 391,660 125.70 %
2019 1,533,687 895,000 328,143 125.39 %
2020 1,386,152 650,000 241,975 155.40 %
2021 902,927 695,000 202,088 100.65 %
2022 1,169,982 240,000 177,400 280.30 %
2023 881,296 255,000 159,813 212.46 %
2024 1,142,101 180,000 145,900 350.45 %
2025 1,293,385 190,000 132,775 400.71 %
Notes
a. The Redevelopment Agency, once a blended component unit of the City, was dissolved as of February 1, 2012. The Redevelopment Successor Agency financial transactions are reported in a separate as a fiduciary fund. b. Details regarding the city's outstanding debt can be found in the notes to the financial statements.

Source
– City of Vallejo Annual Comprehensive Financial Report - Debt Service Schedules

CITY OF VALLEJO
Pledged Revenue Coverage
Last Ten Fiscal Years
247

Demographic and Economic Information
248

Demographic and Economic Statistics
Last Ten Calendar Years
Calendar Year
Population
(1)
Personal Income (in
thousands)
(2)
Per Capita Personal
Income
(2)
Unemployment
Rate*
(3)
2016 117,322 $ 3,043,919 $ 25,945 5.6 %
2017 118,280 3,421,840 28,930 5.1 %
2018 119,252 3,199,293 26,828 4.4*
2019 119,544 3,391,224 28,368 4.4 %
2020 119,063 3,558,198 29,885 11.3 %
2021 117,846 3,680,331 31,230 8.9 %
2022 123,190 4,043,835 32,826 4.9 %
2023 121,658 4,464,240 36,695 5.0 %
2024 121,558 4,965,037 40,845 5.8 %
2025 122,207 4,991,545 42,240 5.5 %
Notes
– * Starting in 2018, the unemployment rate reported is the average of the Vallejo City unemployment rate for the first 9 months of the calendar year. In previous years, the unemployment rate in this table was determined by averaging the Vallejo-Fairfield MSA monthly figures.

Sources

1. State Department of Finance (revised)

2. U.S. Bureau of Economic Analysis (2007 to 2012); U.S. Census Bureau (2013 and forward)

3. State of California Employment Development Department (data shown is for the City)

CITY OF VALLEJO
249

Top 10 Principal Employers
Current Year and Nine Years Ago
2025 2016
Percent of Percent of
Number of Total Number of Total
Employer Employees Employment Employees Employment
Kaiser Permanente Medical & Call Center ** 4,478 7.25% 3,906 7.05% Six Flags Discovery Kingdom 1,300 2.10% 1,600 2.89%
Vallejo City Unified School District 1,297 2.10% 1,515 2.73% Sutter Solano Medical Center 712 1.15% 680 1.23%
City of Vallejo * 540 0.87% 548 0.99%
Touro University California 406 0.66% 385 0.69%
Costco Wholesale 254 0.41% 286 0.52%
Windsor Vallejo Care Center 253 0.41% N/A N/A
Adventist Health - Vallejo 228 0.37% N/A N/A
California Maritime Academy 216 0.35% 318 0.57%
Kaiser Permanente Call Center N/A N/A 950 1.71%
U.S.D.A Forest Service N/A N/A 300 0.54%
Notes
“Total Employment" as used above represents the total employment of all employers located within City limits. * Includes full and part time employees.
** Includes call center. Physicians data is unavailable and not included in the count.

Source
– MuniServices LLC / and Avenue Insights & Analytics Company

CITY OF VALLEJO
250

Authorized Full-time and Part-time City Employees by Function Last Ten Fiscal Years
Authorized Full-Time and Part-Time Employees as of June 30 Function 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 General government 61.00 60.50 63.50 80.00 90.00 90.00 92.00 97.50 99.50 100.50 Public safety 244.00 257.00 258.00 259.00 283.00 295.00 310.00 298.00 297.00 300.00 Public works 71.00 72.50 71.50 73.00 73.50 73.50 74.00 73.50 73.50 73.50 Mare Island Coop/CFD 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Housing 14.00 15.00 15.00 17.00 15.00 15.00 15.00 15.00 16.00 16.00 Solid Waste Disp — — — — — — — — — —
Landscape District 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 Water 106.00 106.00 108.00 114.00 118.50 124.50 138.00 140.00 139.00 139.00 Transportation — — — — — — — — — —
Marina 4.00 4.00 4.00 4.00 4.00 4.00 — — — —
Corp Yard 7.00 7.00 7.00 7.00 8.00 8.00 8.00 9.00 9.00 9.00 Fiber — 1.00 1.00 — — — — — — —
Parking Structure 1.00 1.00 1.00 1.00 1.00 1.00 1.00 — — — Total 538.0 558.5 565.5 587.0 629.0 647.0 681.0 680.0 681.0 685.0 Note
– Starting FY 17/18, using amended FTE numbers as of year end instead of adopted FTE from beginning of year.

Source
– City of Vallejo Budget

CITY OF VALLEJO
251

Operating Information
252

Operating Indicators
by Function
Last Ten Fiscal Years
Fiscal Year Ended June 30
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Police:

Arrests 4,103 3,775 2,679 2,178 2,377 2,321 1,593 1,570 1,764 1,926 Parking citations issued 3,131 2,984 5,074 10,749 1,940 955 524 189 110 187 Fire:

Number of emergency calls 14,307 14,389 14,866 13,942 14,238 15,059 17,280 17,781 18,557 18,988 Inspections (Fire Prevention) 2,372 2,417 2,352 1,500 3,127 2,421 2,417 2,282 2,768 2,086 Public works:

Street resurfacing (lane miles) 3.9 7.00 1.25 42.5 2.00 2.00 5.80 2.00 1.16 14.37 Water:

New connections 66 63 48 70 28 45 73 77 99 40
Average daily consumption 14,216 14,801 15,761 15,630 16,334 16,609 15,529 14,831 15,121 15,565 (thousands of gallons)
Planning and Development Services:

Building permits 3,244 3,221 3,369 3,163 2,918 4,249 3,928 4,062 3,997 4,015 Inspections (Code Enforcement)1 11,334 11,822 11,125 6,507 8,025 6,589 3,991 3,047 6,580 8,013 Community Services:

Housing Rental units2 2,333 2,333 2,333 2,333 2,348 2,348 2,348 2,348 2,358 2,358 Housing Vouchers3 1,976 1,926 1,898 1,835 1,783 1,709 1,480 1,393 1,472 1,458 Golf course:

Golf rounds played 69,803 56,738 75,882 78,715 75,703 116,982 110,402 93,609 94,215 94,097 Notes

1. Function transfer to Planning and Development Services

2. Monthly average of housing units available

3. Amounts listed represent the monthly average of vouchers issued Source
– City of Vallejo

CITY OF VALLEJO
253

Capital Asset Statistics
by Function
Last Ten Fiscal Years
Fiscal Year Ended June 30
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Police:

Stations 5 5 5 5 6 6 6 6 6 6
Fire:

Fire stations 6 6 6 6 6 6 7 7 7 7
Public works:

Streets (miles) 351 351 351 351 351 351 351 351 351 351 Traffic signals 124 124 124 121 121 119 150 150 150 150 Water:

Water mains (miles) 624 624 624 624 624 624 624 627 628 628 Maximum daily capacity
(thousands of gallons)1 50,000 50,000 50,000 50,000 50,500 50,500 50,500 50,500 50,500 50,500 Golf Course:

Municipal golf courses 2 2 2 2 2 2 2 2 2 2
Notes

1. Represents combined capacity for Fleming Hill WTP, Travis WTP and Green Valley WTP.

Sources
– City of Vallejo
– Touchstone Golf, LLC

CITY OF VALLEJO
254

End of Report
255

LSLCPAS.COM

February 18, 2026

To the Honorable Mayor and Members of the City Council

City of Vallejo, California

We have audited the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Vallejo, California (hereafter, the City) for the year ended June 30, 2025. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards and Government Auditing Standards, as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to you dated June 16, 2025. Professional standards also require that we communicate to you the following information related to our audit.

Significant Audit Matters

Qualitative Aspects of Accounting Practices

Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the City are described in Note 1 to the financial statements. As described in Note 1 to the financial statements, the City changed accounting policies related to compensated absences by adopting Statement of Governmental Accounting Standards (GASB Statement) No. 101, Compensated Absences, in fiscal year 2025. Accordingly, the cumulative effect of the accounting change as of the beginning of the year is reported in the Statement of Activities. We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period.

Accounting estimates are an integral part of the financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the City’s financial statements were:

Management’s estimates of the net pension liability, net other post-employment benefits liability, and claims and judgments liability are based on actuarial valuations. We evaluated the methods, assumptions, and data used to develop the net pension liability, net other post-employment benefits liability, and claims and judgments liability in determining that they are reasonable in relation to the financial statements taken as a whole.

The financial statement disclosures are neutral, consistent, and clear.

Difficulties Encountered in Performing the Audit

We encountered no significant difficulties in dealing with management in performing and completing our audit.

Corrected and Uncorrected Misstatements

Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of

management. We are pleased to report that no misstatements were identified during the course of our audit.

Disagreements with Management

For purposes of this letter, a disagreement with management is a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditors’ report. We are pleased to report that no such disagreements arose during the course of our audit.

Management Representations

We have requested certain representations from management that are included in the management representation letter dated February 18, 2026.

Management Consultations with Other Independent Accountants

In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a “second opinion” on certain situations. If a consultation involves application of an accounting principle to the City’s financial statements or a determination of the type of auditor’s opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants.

Other Audit Findings or Issues

We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City’s auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention.

Other Matters

We applied certain limited procedures to management’s discussion and analysis, the budgetary comparison schedules for the General Fund and major special revenue funds, and the required pension and other post- employment benefits schedules, which are required supplementary information (RSI) that supplements the basic financial statements. Our procedures consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We did not audit the RSI and do not express an opinion or provide any assurance on the RSI.

We were engaged to report on the combining and individual fund statements and schedules which accompany the financial statements but are not RSI. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves.

We were not engaged to report on the introductory and statistical sections of the Annual Comprehensive Financial Report, which accompany the financial statements but are not RSI. Such information has not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on it.

Future GASB Pronouncements

The following Government Accounting Standards Board (GASB) pronouncements will be effective for the following fiscal years’ audits and should be reviewed for proper implementation by management:

Fiscal Year 2025-2026

GASB Statement No. 103, Financial Reporting Model Improvements

GASB Statement No. 104, Disclosure of Certain Capital Assets

Future Projects

Comprehensive Project, Revenue and Expense Recognition

Major Project, Going Concern Uncertainties and Severe Financial Stress

Major Project, Infrastructure Assets

Practice Issue, Subsequent Events

Restriction on Use

This information is intended solely for the information and use of the City Council and management of the City and is not intended to be, and should not be, used by anyone other than these specified parties.

Very truly yours,

Sacramento, California

LSLCPAS.COM

INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON

COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN

ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS

To the Honorable Mayor and Members of the City Council
City of Vallejo, California

We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Vallejo, California (hereafter, the City), as of and for the year ended June 30, 2025, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated February 18, 2026.

Report on Internal Control over Financial Reporting

In planning and performing our audit of the financial statements, we considered the City’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control.

A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements, on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance.

Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or, significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses or significant deficiencies may exist that were not identified.

Report on Compliance and Other Matters

As part of obtaining reasonable assurance about whether the City’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements.

However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards.

Purpose of This Report

The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose.

Sacramento, California
February 18, 2026

CITY OF VALLEJO, CALIFORNIA

MEASURE B/V TRANSACTION AND USE TAX FUND
FOR THE YEAR ENDED JUNE 30, 2025 REPORT ON COMPLIANCE

CITY OF VALLEJO, CALIFORNIA

MEASURE B/V TRANSACTION AND USE TAX FUND

Report on Compliance

For the Year Ended June 30, 2025

CITY OF VALLEJO, CALIFORNIA

MEASURE B/V TRANSACTION AND USE TAX FUND

Report on Compliance

For the Year Ended June 30, 2025

Table of Contents

Page
Number

Independent Auditors’ Report on Compliance with Applicable Requirements and on Internal Control Over Compliance ..................................................................................................... 1

Schedules of Measure B/V Transaction and Use Tax Fund:

Balance Sheet Schedule ............................................................................................................................... 3

Schedule of Revenues, Expenditures and Changes in Fund Balance ......................................................... 4

Notes to the Financial Schedules ................................................................................................................. 5

INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE

AND IN INTERNAL CONTROL OVER COMPLIANCE

To the Honorable Mayor and Members of the City Council
City of Vallejo, California

Report on Compliance

Opinion on the Measure B/V Transaction and Use Tax Fund

We have audited the compliance of the Measure B/V Transaction and Use Tax Fund of the City of Vallejo, California (the “City”)’s compliance with the requirements described in Ordinance No. 1651 N.C.(2d) and Ordinance No. 1738 N.C.(2d) (the “Ordinances”) and the expenditure direction approved by Council, for the year ended June 30, 2025.

In our opinion, the City complied, in all material respects, wi th the types of compliance requirements referred to above that could have a direct and material effect on the requirements referred to above applicable to the City, for the year ended June 30, 2025.

Basis for Opinion

We conducted our audit of compliance in accordance with auditin g standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the Ordinances and expenditure direction approved by Council. Our responsibilities unde r those standards are further described in the Auditor’s Responsibilities for the Audit of Compliance section of our report.

We are required to be independent of the City and to meet our o ther ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on complianc e with the Ordinances and expenditure direction approved by Council. Our audit does not provide a legal determination of the City’s compliance with the compliance requirements referred to above.

Responsibilities of Management for Compliance

Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control o ver compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or gr ant agreements applicable to the City’s government programs.

Auditor’s Responsibilities for the Audit of Compliance

Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud o r error, and express an opinion on the City’s compliance based on our audit. Reasonable assurance is a high l evel of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards, Government Auditing Standards will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than that resulting from error, as fraud may involve collusion,

To the Honorable Mayor and Members of the City Council
City of Vallejo, California

forgery, intentional omissions, misrepresentations, or the over ride of internal control. Noncompliance with the compliance requirements referred to above is considered material if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about the City’s compliance with the Ordinances and allowability of expenditure direction approved by Council as a whole.

In performing an audit in accordance with generally accepted auditing standards, Government Auditing Standards, the Ordinances, and expenditure direction approved by Council, we:

• Exercise professional judgmen t and maintain professional skepticism throughout the audit.

• Identify and assess the risks of material noncompliance, wheth er due to fraud or error, and design and perform audit procedures responsive to th ose risks. Such procedures inc lude examining, on a test basis, evidence regarding the City’s compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances.

• Obtain an understanding of the City’s internal control over co mpliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Ordinances and allowability per expenditure direction approved by Council, but not for the purpose of expressing an opinion on the effecti veness of the City’s internal control over compliance. Accordingly, no such opinion is expressed.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit.

Report on Internal Control over Compliance

A deficiency in internal control over compliance exists when the design or operation of a control over complian ce does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance on a timely basis. A material weakness in internal control over compliance is a deficiency, or a combination of deficiencies, in internal con trol over compliance, such that there is a reasonable possibility that material noncomp liance with a type of complian ce requirement will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance that is less severe than a material weakness in internal control over compliance, yet impo rtant enough to merit attention by those charged with governance.

Our consideration of internal cont rol over compliance was for t he limited purpose described in the Auditor’s Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weak nesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we d id not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified.

Our audit was not designed for the purpose of expressing an opi nion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed.

The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Ordinances and allowability per expenditure direction approved by Council. Accordingly, this report is not suitable for any other purpose.

Irvine, California
January 7, 2026
2

Prepaid expenses 666$
Due from other governments 3,414,357
Total Assets 3,415,023$
LIABILITIES AND FUND BALANCE:

Liabilities:

Accounts payable 481,059$
Due to other funds 1,012,008
Total Liabilities 1,493,067
Nonspendable - prepaid costs 666
Assigned for Measure B/V projects 1,921,290
Total Fund Balance 1,921,956
Total Liabilities and Fund Balance 3,415,023$

CITY OF VALLEJO, CALIFORNIA
Fund balance:

ASSETS:

June 30, 2025
Balance Sheet Schedule

MEASURE B/V TRANSACTION AND USE TAX FUND
3

Schedule of Revenues, Expenditures and Changes in Fund Balance June 30, 2025
REVENUES:

Local sales and use tax $ 20,179,498
Total Revenues 20,179,498
EXPENDITURES:

Current:

Executive 85,361
Law 808,195
Planning and development services 250,917
Fire services 3,309,687
Police services 6,035,052
Public works 57,767
Economic development 792,200
Non departmental - animal services 2,284,281 Non departmental - community events 409,584 Total Expenditures 14,033,044

EXCESS (DEFICIENCY) OF REVENUES
OVER (UNDER) EXPENDITURES 6,146,454
OTHER FINANCING SOURCES (USES):

Transfers Out 5,679,470
Total Other Financing Sources (Uses) 5,679,470
Net Change in Fund Balance 466,984
FUND BALANCE - BEGINNING 1,454,972
FUND BALANCE - ENDING $ 1,921,956

MEASURE B/V TRANSACTION AND USE TAX FUND

CITY OF VALLEJO, CALIFORNIA
4

CITY OF VALLEJO, CALIFORNIA

MEASURE B/V TRANSACTION AND USE TAX FUND
Notes to the Financial Schedules
For the Year Ended June 30, 2025

I. SUMMARY
In November 2011, the voters of the City of Vallejo passed Measure B, a ballot measure establishing a one percent transaction use tax for ten years effective April 1, 2012. In November 2016, the Vallejo voters approved Measure V that permanently extended the City’s Measure B tax. These revenues have allowed the City to recover from budget shortfalls resulting from the 2008 economic downturn and bankruptcy.

Following approval of the ballot measure, the City Council dire cted staff to prioritize the uses of Measure B/V revenues as follows:

1. Rebuilding Reserves

2. Preserving and Enhancing Pub lic Safety and the Quality of Life in Vallejo

3. Enhancing and Reconstructing Infrastructure

4. Improving Community Aesthetics

5. Setting the Table for Future Economic Development

6. Generating New Revenue & Enhanc ing Efficiency of Government

7. Leveraging City Assets
II. COLLECTION, MANAGEMENT AND EXPENDITURES
Measure B/V is a transaction and use tax which is implemented in the same manner as a sales tax. The California Department of Tax and Fee Administration manages the collection and distribution of the tax-generated revenue and distributes funds to the City monthly. The funds go into t he City’s Measure B Fund, a sub-fund of the City’s General Fund, to clearly identify this additional revenue and a llows separate tracking of Measure B/V dollars from collection to disbursement so that the public can easily see how and where these funds are applied.

The City Manager’s Office and Finance Department, with support from each of the operating departments, manage the budget process. Public hearings are conducted on the proposed budgets to review all appropriations of Measure B/V revenues. Since they are not co-mingled in the General Fund , the City’s accountin g system can identify Measure B/V funds that are allocated to individual cost centers for specific uses or projects.

III. DUE TO OTHER FUNDS/ TRANSFERS
Due to Other Funds
As of June 30, 2025, General Fund# 001 had provided $1,012,008 in short-term lending to Measure B/V Fund#003 to cover a temporary deficit cas h position resulting from the t iming of sales tax remittances from the California Department of Tax and Fee Administration (CDTFA). This short-te rm loan are repaid shortly after the fiscal year- end upon receipt of the Measure B/V sales tax revenues.

Transfers
As of June 30, 2025 the City had transfers out to Capital Outla y #201 to fund the followi ng projects: Facilities maintenance for $1,125,000, technology maintenance/updates of $1,822,500, Street maint enance of $1,080,000, and the Causeway Bridge maintenance for $225,000 for a total transfer out of $4,252,500. Additional transfers out to the General Fund Unappropriated Reserve fund #002 of $1,426, 970 was to build reserves. Total transfers out were $5,679,470.

IV. COMPLIANCE
The City Council directed City staff to ensure transparency and oversight of Measure B/V revenues. The annual Transaction and Use Tax Compliance and Internal Control Audit Report includes sufficient procedures directed at obtaining knowledge of City’s compliance pursuant to Ordinance No. 1651 N.C.(2d), Ordinance No. 1738 N.C. (2d) and the expenditure direction approved by Council for the year ended June 30, 2025.

5

popular Annual
financial report
City of Vallejo, California

FISCAL YEAR ENDED
JUNE 30, 2025
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Vallejo, where dreams are made
Welcome to the city of vallejo’s
popular annual financial report
Contents
To Our Readers 1
City Profile 2
City Council 3
Vision Statement 4
Economic Outlook 5
Why Vallejo 6
Government-Wide Financial Analysis 8
General Fund Overview 12
General Fund Expenditures 14
General Fund Balance 15
Long-Range Financial Forecast 16
Water Fund 17
Cash and Investments 18
Capital Assets 19
Long-Term Obligations 20
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LOOKING FOR THE CITY’S

ANNUAL BUDGET AND OTHER

FINANCIAL DOCUMENTS
It is our pleasure to present you with the Popular Annual Financial Report (PAFR) for the fiscal year ended June
30, 2025. This report was prepared to provide interested readers an easy to understand summary of our financial
activities in an informative and objective manner. Included in this report are an overview of the City’s economic
outlook, an analysis of the City’s financial position and key financial information concerning the City’s investments, capital assets and long term obligations.

While most of the information in this report is drawn
from the financial information appearing in the Annual
Comprehensive Financial Report (ACFR), as of June 30,
2025, it is important to note that the financial information in this PAFR is presented for the Primary Government,
General Fund, and Water Fund on a non-GAAP basis. This
means that it contains condensed financial information and does not provide all of the necessary financial statements and note disclosures required by Generally Accepted
Accounting Principles (GAAP) for governmental entities.

It is not intended to replace the full financial statements and note disclosures contained in the ACFR, as the ACFR is a more detailed and complete financial presentation
prepared in conformance with GAAP , and was audited by
the City’s independent auditors, receiving an unmodified (clean and fairly stated) opinion.

We are very pleased to announce that last year’s PAFR
received the Award for Outstanding Achievement in
Popular Annual Financial Reporting from the Government
Finance Officers Association (GFOA).

Both the PAFR and ACFR are available for public viewing at the Finance Department and online at cityofvallejo.net. We hope you enjoy reading this report and invite you to access our audited ACFR online for more detailed information.

We welcome your questions, comments and suggestions
regarding the information in this report. You can contact us at the City of Vallejo, Finance Department, at 555 Santa Clara Street, Vallejo, CA 94590, Tel. (707) 648-4592.

Respectfully submitted,
Nalungo Conley
Acting Finance Director
Government Finance Officers Association
Certificate of
Achievement
for Excellence
in Financial
Reporting
Presented to
City of Vallejo
California
For its Annual Comprehensive
Financial Report
For the Fiscal Year Ended
June 30, 2024
Executive Director/CEO
Visit the City’s website at cityofvallejo.net
popular annual
Financial report
City of vallejo, California
department of finance
To Our Readers
1

City of vallejo, California
department of finance
city
The City of Vallejo is a municipality
incorporated in March 1868, under
the laws of the State of California.

It operates under a City Charter
originally adopted in 1911 and last
amended in November 2013. The
Charter provides for a Council-
Manager form of government in
which the City Manager recommends
policy, program and budget priorities
to the City Council, which in turn
develops legislation and policies to
direct the City.

The City Manager, appointed by
the City Council, serves as the chief
executive officer. The City Attorney,
also appointed directly by the City
Council, provides timely, efficient and
high quality legal services, advice and
support to the City Council and the
City Administration.

Vallejo is home to several critical
regional entities including Touro
University, a private non-profit health
professions graduate school, the
California State University Maritime
Academy, the only maritime academy
on the West Coast, and the Vallejo
Center campus of Solano County
Community College.

Six Flags Discovery Kingdom, a
combined marine life and wildlife
theme park with various roller
coasters and other amusement rides,
is an exciting local destination and
business partner of the City. The park
opened in 1986 and draws countless
visitors to the area, boosting the local
economy.

Vallejo was the site of Mare Island
Naval Shipyard, the first United
States Naval base established on the
Pacific Ocean. Established in 1853,
the shipyard began building ships
the following year. More than 500
naval vessels were constructed and
thousands were overhauled prior to
the base closure in 1996.

The Waterfront and Mare Island
redevelopment is a community effort;
input from residents help shape the
future of what could become the
most important economic generator
of the city. The City’s Ferry Terminal
and ferry service have served as a
model for the rest of the Bay Area,
helping make Vallejo a transportation
and commuter hub for the North
and East Bay. Six Flags Discovery
Kingdom, local restaurants and the
Downtown Farmer’s Market help
make Vallejo the vibrant community
it is today.

A BRIEF HISTORY
profile
Located in Northern California, 30 miles
northeast of San Francisco, 60 miles south-
west of Sacramento, 70 miles north of
Silicon Valley, and 385 miles north of Los
Angeles, Vallejo is the largest city in Solano
County and the tenth most populous city
in the San Francisco Bay Area.

POpular Annual
financial report
2

Vallejo City council
as of june 30, 2025
The City of Vallejo’s governing body is elected by the citizens in a general, popular election. The Mayor, elected by the community at-large to a 4-year term, acts as the formal representative of the City and presides over Council meetings.

Six Councilmembers are elected on a nonpartisan basis. The Councilmembers serve for staggered 4-year terms, with three Councilmembers elected every two years. In July 2019 the City Council voted to move to elections “by-district, ” instead of having Councilmembers voted on by the at-large community. As of November 2022, the six city districts have elected their own dedicated representatives for Elected officials and their expiration terms at fiscal year end June 30, 2025 are shown on the left.

Council Priority Setting
On February 20, 2024, during a public meeting, the Vallejo City Council decided to uphold the Fiscal Year 2023-24 goals for the Fiscal Year 2024-25.

Per Council direction, the previously adopted goals will remain unchanged and will be carried forward as the Council’s priorities for Fiscal Year 2025- 2026.

This is a key process that is important for organizational management and the annual budget process. Councilmembers also established multiyear goals relating to:

1. Improved Public Safety

2. Efficient, Effective and Responsive Government

3. Economic Development Strategy

4. Housing/Unhoused Response

5. Youth Development Initiatives
Get InvolvedGet Involved
Participate in Vallejo City Council Meetings Participate in Vallejo City Council Meetings Diosdado “JR” Matulac
Council member
Term expires Jan 2027
Tonia Lediju
Council member
Term expires Jan 2029
Charles Palmares
Council member
Term expires Jan 2027
Helen-Marie Gordon
Council member
Term expires Jan 2029
Peter Bregenzer
Vice Mayor
Term expires Jan 2027
Andrea Sorce
Mayor
Term expires Jan 2029
Alexander Matias
Council member
Term expires Jan 2029
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We facilitate connections and collaboration amongst a
diverse community to inspire collective pride and vision for a better Vallejo.

Vision
statement
Andrew Murray
Veronica A.F. Nebb
Dawn Abrahamson
Gillian Haen
Assistant City Manager
Vacant
Assistant City Manager
Rekha Nayar
Finance Director
Stephanie Sifuentes
Human Resources Director
Jason Ta
Police Chief
Arthur Gonzales
Interim Fire Chief
Vacant
Public Works Director
Beth Schoenberger
Water Director
Vacant
Economic Development
Kristin Pollot
Planning & Development
Services Director
Naveed Ashraf
Chief Innovation Officer
Alicia Jones
Housing Director

CITY MANAGER
City Attorney
CITY CLERk
Department heads
The City of Vallejo provides its residents a
broad range of services including public safety
(police and fire), public works (landscape and
street maintenance, traffic management),
economic development (building regulation
and planning), and affordable housing.

Enterprise Funds within the city provide
water, marina, parking, golf and high speed
fiber-optic internet services. Other public
agencies also provide public services such as
wastewater, parks and recreation services,
libraries and education within the City’s
boundaries.

A variety of Boards, Commissions, and
Committees assist the City Council in serving
the Vallejo community. These bodies identify
specific needs and problems within their
purview. Each body meets on a regular basis
and each meeting is open to the public. The
length of member terms and the interval of
appointments vary.
about
vallejo
Popular Annual
Financial Report
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As of June 30, 2025
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Yuji Morita
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During fiscal year 2024-25, the City of Vallejo experience steady economic activity, supported by housing
affordability and ongoing revitalization efforts. Solano County’s unemployment rate was 5.6% in September
2025 which is slightly up from December 2024 at 5.1%.

This September rate is well below the 2020 peak. The
City is advancing its 2025 Economic Development
Strategic Plan to support local businesses and attract
investment.

Even with some positive signs of development
opportunities, some of the looming fiscal challenges
include the rising labor costs that threaten nearly all businesses and California municipalities. In addition,
critical pieces of City infrastructure are showing their age and will require significant capital expenditures
to remedy. In response, the City is emphasizing fiscal
prudence, cost control, and responsible financial
management while pursuing key development projects
such as the Mare Island Mixed-Use Development,
Cooke Property Costco and housing project, Blue Rock
Springs golf and housing development, and Solano360
at the Solano County Fairgrounds. Together, these
initiatives, along with careful financial oversight and ongoing infrastructure investment, position the City
to foster economic growth, expand its tax base, and
maintain long-term fiscal stability and community
vitality, even as regional and national economic
conditions evolve.

Popular Annual
Financial Report
TOP 10 PRINCIPAL PROPERTY TAX PAYERS

TAXPAYER TAXABLE ASSESSED
VALUE
% OF TOTAL

CITY TAXABLE
The Nimitz Group $101,322,894 0.70%
Park Management 97,873,221 0.68%
Centro Watt Property Owner ll 91,243,546 0.63%
WRPV XIII BV Vallejo LLC 70,578,749 0.49%
Prime Ascot LP 68,873,620 0.48%
Invitation Homes Inc. 56,034,559 0.39%
Bridge WF II California
Meritage LLC 47,414,278 0.33%
Colony Starwood Homes 44,891,517 0.31%
GTL Properties LLLP 42,298,495 0.29%
Sundance -Vallejo 40,889,182 0.28%
Top Ten Totals $ 661,420,061 4.58%
Economic Outlook
5

WHY VALLEJO
POPULATION: 122,207
City of Vallejo is growing! A lower cost of living makes Vallejo and ideal location for younger, educated, and family-oriented people to call home.

DIVERSITY:

City of Vallejo is the most diverse city in the bay area.

EDUCATION:

With over a dozen local colleges and universities offering advance manufacturing Degrees and trade programs; our residents are well-trained and ready to work.

Colleges in Vallejo
 Cal Poly Maritime University
 Touro University
Colleges nearby
 Napa Community College (13 miles)
 Solano Community College (15 miles)
 University of California, Berkeley (24 miles)
 Sonoma State University (34 miles)
 California State University, East Bay (42 miles)
 University of California, Davis (43 miles)
PUBLIC TRANSPORTATION:

Centrally located with easy access to airports, major highways and ports.

Daily ferry service to and from San Francisco and minutes from Napa Valley.  SolTrans
 San Francisco Bay Ferry
 The Vine Transit
Airports nearby:
 Oakland (OAK) 36 miles – Bridge Toll $8
 San Francisco (SFO) 43 miles – Bridge Toll $8
 Sacramento (SMF) 61 miles – No Bridge Toll

2024 data from the United States Census Bureau was unavailable at the time of publication; the most recent available estimates from 2023 were used.

WHITE
$475,000

MEDIAN HOME PRICE
$557,500

SACRAMENTO
$484,600

OAKLAND
$924,700

OWNER OCCUPIED
HOMES
59%

VALLEJO

SACRAMENTO

OAKLAND
SAN

FRANCISCO
MEDIAN

HOUSEHOLD INCOME
$89,496
$40,845 PER CAPITA INCOME
12% PERSONS IN POVERTY HISPANIC/LATINO 30%
ASIAN
$475,000
23%

BLACK/AFRICAN AMERICAN
$475,000
17%

TWO OR MORE RACES
$475,000
27%
15%

HIGH SCHOOL GRADUATE

87.5%
BACHELOR’S DEGREE
$475,000

27.9%
MEDIAN GROSS RENT: $2,013
MEDIAN MORTGAGE: $2,612
Data Source:

U.S. Census Bureau 2024 QuickFacts Vallejo, California
HdL Coren & Cone

FAIRFIELD
$638,700

VACAVILLE
$635,700

VACAVILLE
66%

65%

FAIRFIELD

SAN FRANCISCO
$1,348,500
6

WHY VALLEJO
BUSINESS SECTORS:

Vallejo is home to one of the last undeveloped waterfronts in California.

With an abundance of available office, warehouse, retail, and manufacturing Spaces: Vallejo is the ideal location for your business

OFFICE INVENTORY:
 $0.50-$2.50/square foot for lease*
 $50-$250/square foot for sale*

INDUSTRIAL INVENTORY
 $0.50-$1.50/square foot for lease*
 $50-$250/square foot for sale*

COMMERCIAL SPACE INVENTORY
 $0.50-$2.50/square foot for lease*
 $50-$250/square foot for sale*

* Rates vary by location, size, and condition; therefore, it is advisable to consult with a realtor for information applicable to a particular property.

TOP 10 EMPLOYERS (2024)
 KAISER PERMANENTE MEDICAL CENTER
 SIX FLAGS DISCOVERY KINGDOM
 VALLEJO UNIFIED SCHOOL DISTRICT
 SUTTER SOLANO MEDICAL CENTER
 CITY OF VALLEJO
 TOURO UNIVERSITY CALIFORNIA
 COSTCO WHOLESALE
 WINDSOR VALLEJO CARE CENTER
 ADVENTIST HEALTH – VALLEJO
 CALIFORNIA MARITIME ACADEMY

Data Source:

MuniService LLC / and Avenue Insight & Analytics Company

MEN OWNED

WOMEN OWNED
$475,000 MINORITY OWNED
757
202
771
TOP 25 SALES TAX PRODUCERS
(2024)
 ARCO AM PM
 AU ENERGY SHELL STATION
 BEST BUY
 CHICK FIL A
 COSTCO WHOLESALE
 HOME DEPOT
 HONDA OF VALLEJO
 KOHLS
 LOWES
 MARSHALLS
 MCDONALD’S
 ROSS
 SAFEWAY
 SAFEWAY FUEL
 SIX FLAGS DISCOVERY

KINGDOM
 TARGET
 TEAM CHEVROLET

CADILLAC MAZDA HYUNDAI
 TESLA MOTORS
 TEXACO POWER MARKET
 TOYOTA VALLEJO
 TRIBUTARY POINT ARCO
 VALLEJO CHRYSLER DODGE

JEEP RAM
 VALLEJO HYUNDAI
 VALLEJO NISSAN
 WALMART

NEIGHBORHOOD MARKET
Data Source: HdL Companies
Fiscal Year
FY 19-20 629
FY 20-21 647
FY 21-22 681
FY 22-23 680
FY 23-24 681
FY 24-25 685
FY 25-26 671
Authorized
Full Time City
Employees
(F.T.E)
7

Government-wide
FINANCIAL Anal ysis
The Statement of Net Position (Statement) presents
information on the City’s assets and liabilities, with the difference between the two reported as net position.

Over time, increases or decreases in net position may
serve as a useful indicator as to whether the City’s
financial position is improving or weakening. The
Statement reflects the fact that the City’s net position increased by $25.1 million in the current fiscal year.

This overall increase is a combination of an increase of $4.6 million from governmental activities like general
administration, public safety, public works, housing,
and economic development and an increase of
$20.5 million from business-type activities including
operations of our water system, parking program,
marina, golf course, and fiber network.

CURRENT AND OTHER ASSETS are cash and items
expected to be converted into cash within one year.

CAPITAL ASSETS are the City’s long-term investments
in land, buildings, improvements, infrastructure,
vehicles and equipment. These assets are used to
provide services to the community, consequently,
these assets are not available for future spending.

DEFERRED OUTFLOWS OF RESOURCES represent
the consumption of net assets related to the City’s
pension and OPEB liabilities, and other bonded debt
applicable to the future.

LIABILITIES are debt or obligations that the City must
pay.

DEFERRED INFLOWS OF RESOURCES are the
acquisition of net assets related to the City’s pension and OPEB liabilities and leases.

NET INVESTMENT IN CAPITAL ASSETS represents
the City’s net investment in capital assets net of
accumulated depreciation and related debt. The
RESTRICTED portion is subject to externally imposed
restrictions for activities such as capital projects,
debt service, and community development and is not
available for general operations. The UNRESTRICTED
portion is available for general operations.

Popular Annual
Financial Report
8

FY 24/25 FY 23/24 Increase/
(Decrease) %
Current assets and other assets $ 481.6 $ 470.5 $ 11.1 2% Capital assets 478.0 476.5 1.5 0%
Deferred outflows of resources 60.0 81.8 (21.8) -27%
Total assets and deferred outflow of resources 1,019.6 1,028.8 (9.2) -1% Current and other liabilities 68.1 83.6 (15.5) -19%
Non-current liabilities 469.4 486.6 (17.2) -4%
Deferred inflows of resources 15.8 17.4 (1.6) -9%
Total liabilities and deferred inflows of resources 553.3 587.6 (34.3) -6% Net investment in capital assets 421.5 424.5 (3.0) -1%
Restricted 139.4 131.5 7.9 6%
Unrestricted (94.6) (114.8) 20.2 -18%
TOTAL NET POSITION $ 466.3 $ 441.2 $ 25.1 6%
Statement of Net Position
as of June 30, 2025 and 2024
(in Millions)
Black
Lives
Matter
Mural
Yuji Morita
9

101.1-88.2
Popular Annual
Financial Report
Government-wide Financial Anal ysis Cont...

The City’s Statement of Activities is shown (in
millions) for FY 2025 and FY 2024. The Statement of
Activities summarizes by major revenue and expense
categories the receipt and expenditure of funds during
the year for governmental and business-type activities.

The following is a brief description of the key items
included in the statement of activities.

REVENUES
CHARGES FOR SERVICES are revenues collected for
services provided to the public, with the majority being water service charges.

GRANTS AND CONTRIBUTIONS represent funding
received from other governments and organizations
for the purpose of financing the operating and capital
costs of special programs such as the City’s housing
programs.

TAXES include property, sales and transaction,
franchise, utility user, transient occupancy, business
license and other taxes, as described in the General
Fund Revenues section of this PAFR.

EXPENSES
ADMINISTRATION includes the City Council, City
Manager, Risk Management, Human Resources, City
Attorney, City Clerk, Finance and non-departmental
programs.

INFORMATION TEHCNOLOGY implements and
maintains secure, reliable and customer-oriented
information technology solutions
ECONOMIC DEVELOPMENT focuses on new business
recruitment and retention and facilitation of
development on catalyst sites.

PLANNING AND DEVELOPMENT SERVICES includes
the Planning and Building Divisions and Code
Enforcement.

COMMUNITY SERVICES includes Housing.

POLICE AND FIRE includes Patrol, Dispatch,
Investigations, Crime Prevention, Fire Suppression and
Prevention.

PUBLIC WORKS includes Maintenance of Trees, Streets,
Parks, Facilities, Sewer, Building and Equipment, and
Assessment Districts.

WATER accounts for the City’s three water treatment
plants.

MARINA accounts for the City’s marina operations.

GOLF accounts for the City’s golf operations.

VALLEJO STATION PARKING accounts for operation of
the City’s Vallejo Station Parking Structure and surface lots.

FIBER OPTIC accounts for operation of the City’s new
municipal fiber network.
10

101.1-88.2
Statement of Activities as of
June 30, 2025 and 2024
(in Millions)
FY 24/25 FY 23/24 Increase / (Decrease)

REVENUES
Charges for service $ 100.0 $ 91.1 $ 8.9
Grants and Contributions 64.6 73.2 (8.6)
Taxes 129.7 128.5 1.2
Other 24.8 23.4 1.4
Total Revenues 319.1 316.2 2.9

EXPENSES
Administration 12.7 9.9 2.8
Planning & Development Services 8.0 5.6 2.4
Community Services 33.6 29.8 3.8
Economic Development 8.5 9.8 (1.3)
Information Technology 3.3 2.4 0.9
Fire 42.2 39.4 2.8
Police 66.1 61.8 4.3
Public Works 46.0 34.2 11.8
Water 45.6 48.1 (2.5)
Marina 1.8 1.9 (0.1)
Golf 4.5 4.3 0.2
Vallejo Station Parking 0.8 0.7 0.1
Fiber Optic 0.3 1.0 (0.7)
Interest on long-term debt 0.5 0.5 -
Total Expenses 273.9 249.4 24.5
Transfers and Special Items (18.0) - (18.0)
Change in net position 27.2 66.8 (39.6)
Net Position - Beginning, as restated 439.1 374.4 64.7
Net Position - Ending $ 466.3 $ 441.2 $ 25.1
The total cost of all services this year was $273.9 million, with the amount for all governmental activities totaling $220.9 million. Related program revenues covered $97.7 million (44%), resulting in a net cost of $123.2 million.

The City paid for the remaining portion of governmental activities with taxes (some of which could only be used for certain purposes) and other revenues, such as interest. The cost for business-type activities this year was $53.0 million. Revenues received to offset these activities include charges for services of $63.8 million and $3.1 million from operating and capital grants.
11

The City’s General Fund is the chief operating fund of the City. The General Fund typically accounts for about 50% of the City’s total revenues. The remainder of the revenues consist of various Special Funds which are restricted in purpose and Enterprise Funds’ user fees.

The General Fund is distinct from other funds because it is the only source of unrestricted funds that can be allocated, at the discretion of the City Council, for any municipal purpose. The actual General Fund revenues for FY 2024-25 were $164.1 million, $4.3 million over the final budget. The surplus was primarily attributable to higher than anticipated investment income and SAFER revenue. Overall City-wide revenues for FY 2024-25 totaled $319.1 million.

General Fund Overview
Popular Annual
Financial Report
By the end of the current fiscal year, General Fund revenues exceeded expenditures and other financing uses (transfer out), and the fund balance increased to $85.6 million from $78.9 million in the prior fiscal year. general fund budget and actual for the year ended june 30, 2025 (in millions)
Original
Budget
Final
Budget
Actual
Amounts

REVENUES
Total Revenues $ 151.0 $ 159.8 $ 164.1

EXPENDITURES
Total Expenditures 127.3 133.1 126.8
Other Financing Sources (Uses) (9.6) (36.1) (30.6)
Net Change in Fund Balances $ 14.1 $ (9.4) $ 6.7

78.9 Fund Balance June 30 $ 85.6
12

N o n Gen eral Fund,
4 9%
Ge n er a l Fund, 51%
$30. 0
$35.0
$40. 0
$45.0
$50.0
$55.0
$60.0
FY 20-2 1 FY 21-2 2 FY 22-23 FY 23-24 FY 24- 25
M illio n s
Pro per ty Ta x
Sa les Ta x
General Fund revenue budget and actual
for the year ended june 30, 2025
(in millions)
Original
Budget
Final
Budget
Actual
Amounts
Taxes $ 127.9 128.1 127.7
License, Permits, and Fees 5.5 4.4 5.3
Fines and Forfeitures 1.1 0.8 1.0
Intergovernmental 3.6 13.3 12.7
Use of Money and Property 2.3 2.3 6.1
Charges for Service 10.5 10.1 9.3
Other 0.1 0.8 2.0
$ 151.0 159.8 164.1
General Fund revenue compromises of seven major revenue categories. The graphs below show the budget to actual of these seven major revenues and also the trends of the City’s two major tax revenues for FY 2024-25 when compared to prior years.

Sales and transaction tax revenues decreased to $56.5 million, $1.7 million lower than last year’s $58.2 million sales and transaction tax revenues due to slowdown in consumer spending. Property Tax and Property Tax in Lieu (MVLF) together increased to $39.8 as property values continued to rise from changes in ownership.
citywide revenue for the year ended june 30, 2025
(in millions)
General Fund
Non-General
Fund TOTAL
REVENUES $ 164.1 $ 155.0 $ 319.1
13

General Fund Expenditures
The City’s General Fund supports
police, fire, development, public
works, and administrative services
to the City’s 122,207 residents,
other City programs, businesses,
and visitors.

During FY 2024-25, the General
Fund expended $108.6 million
in labor costs for 509 authorized
full-time positions. Labor costs
are 69% of General Fund’s total
expenditure and transfers out.

Total expenditures were
$6.3 million below the final
appropriations, mainly the result
of salary savings, unspent ARPA-
funded service and supplies, and
higher interfund reimbursements.

Expenditure savings were mainly
the result of salary savings,
unspent ARPA-funded service and
supplies, and higher interfund
reimbursements
General Fund Expenditure budget and actual
for the year ended june 30, 2025 (in millions)
Original
Budget
Final
Budget
Actual
Amounts
Legislative and Advisory $ 0.5 $0.5 $ 0.3
Executive 3.6 3.0 2.4
Finance 2.9 2.7 2.6
Human Resources 1.8 2.1 2.3
Law 2.4 2.4 2.2
Economic Development 2.1 2.2 1.7
Planning and Development Services 5.9 5.5 5.7
Fire Services 32.3 33.1 35.3
Police Services 62.5 60.6 55.6
Public Works 10.4 11.1 9.6
Information Technology 2.3 2.4 1.6
Non-Departmental 0.6 7.5 7.5
Debt Service - Principal - - -
TOTAL EXPENDITURES $ 127.3 $ 133.1 $126.8
Police and Fire
expenditures
make up 72%
of the total
General Fund
police
and fire
14

General Fund Balance
To measure the General Fund’s liquidity, it is
useful to compare the unassigned fund balance
to total fund expenditure. As of June 30, 2025, the
General Fund had a total fund balance of $85.6
million, $6.7 million higher than prior year. Of
the total fund balance, unassigned fund balance
was $31.7 million, which represents 23% or 2.8
months of the subsequent year’s General Fund
annual operating budget (excluding Measure P).

The five components of the City of Vallejo General
Fund balance as of June 30, 2025 are:

NONSPENDABLE FUND BALANCE
Items that do not represent available, spendable
resources even though they are a component of
assets. These include resources that inherently
cannot be spent such as prepaid rent or the long-
term portion of loans receivable.

RESTRICTED FUND BALANCE
Items that are subject to enforceable legal
restrictions such as: restrictions imposed by
constitution, creditors, or laws and regulations
that require the resources are used only for
specific purposes.

COMMITTED FUND BALANCE
Items that have constraints imposed by formal action of the City Council which may be altered only by resolution of the City Council.

ASSIGNED FUND BALANCE
Items the City intends to be used for a specific purpose, but they are neither restricted nor committed.

UNASSIGNED FUND BALANCE
Items that represent residual amounts that have not been restricted, committed or assigned.
$ 0
$ 5
$ 1 0
$ 1 5
$ 2 0
$ 2 5
$ 3 0
$35
6 . 5
2 9 . 0
1 6 . 3

31.7 4 . 0
2 6 . 9
1 8 . 0

30. 0
No n s p e n d a b le R e s t r ic t e d A s s ig n e d U n a s s ig n e dcommitted G e n e r a l F und Ba l a n c e F o r t h e y ear e n d e d J u n e 30, 2 0 25 a n d 202 4 ( I n m i l lio n s )
FY 24-25 FY 23- 2 4

2.1 15

Long-Range
Financial forecast
The City regularly utilizes the General Fund long-
term financial forecast to help the City plan for
the future by providing an understanding of
available funding while evaluating financial risks
and identifying future commitments and resource
demands. The table below provides the current
five-year view of the City’s fiscal condition and
incorporates both operating and capital needs in
the community.

The City operates with a budget surplus in fiscal
year 2025-26. The five years’ projection anticipates
any potential challenges that might arise, including
deficits beginning in FY 2026-27. These projected
shortfalls highlight the importance of proactive
financial management. The City is committed to
taking timely and corrective action through budget
or operational adjustments.

The City regularl y utilizes the General
Fund long-term financial forecast to
help plan for ...

The key to retaining our future fiscal stability lies
in continuing our focus on economic development
activities that generate new revenues. The City is
always seeking program efficiencies and savings
across the organization in order to address the
ongoing budgetary challenges due to rising pension,
health care and general liability costs.

In addition, the City’s Capital Improvement Program
(CIP) is planned for five years and analyzed using
City-specific prioritization criteria. This is updated
regularly to reflect changing needs, funding
availability and removal of projects which have
been completed. The CIP budget for 2025-26 is
$11.7 million. Funding comes from multiple sources,
including General fund transfers, fees, grants, and
bond proceeds.

Popular Annual
Financial Report
GENERAL FUND LONG-TERM FORECAST THROUGH FISCAL YEAR 29/30 Excluding measure p & ARPA (IN MILLIONS)
FY 24/25
Actual
FY 25/26
Adopted
FY 26/27
Projected
FY 27/28
Projected
FY 28/29
Projected
FY 29/30
Projected
Revenues/ Transfers In 139 $ 139 $ 137 $ 142 $ 149 $ 156 Expenses/ Transfers Out 136 137 147 152 159 163
(Deficit)/ Surplus for Year 3 2 (10) (10) (10) (7)
Ending Available Balance 32 $ 25 $ 15 $ 5 $ (5) $ (12) 16

Water Fund
The Water Fund is the City’s biggest enterprise fund.

The enterprise funds’ measurement focus is income
determination, financial position, and cash flows. These funds are used to finance and account for the acquisition, operation, and maintenance of the City’s water facilities and services which are supported primarily by user charges. The above table is a brief analysis of the four-year trends of the City’s Water Fund.

The Water Fund is used to account for the production and distribution of water to residents and businesses located within the City. Water service is also provided outside the City limits to Travis Air Force Base and to the City’s Lakes Water System area in unincorporated Solano and Napa
Counties.

Total net position of the Water Fund at June 30, 2025
was $122.5 million, up by $19.5 million from the previous year. This amount includes an unrestricted net position of $44.3 million which may be used to support the Water Fund’s operating and capital requirements. The Water
Fund generated $65.3 million in total revenues during the year to support $45.6 million in total expenses resulting in a net surplus of 19.7 million. This surplus was offset by GASB 101 compensated absence implementation which
resulted in a restatement, more details on the restatement can be found in Note 12 of the annual comprehensive
financial report. The rate structures adopted in 2017 and 2019 continued to help the water fund generate sufficient revenues to operate and maintain the Vallejo Municipal
Water System in a fiscally sound manner. The ongoing smart meter replacement project is expected to improve water
conservation and operational efficiency.

WATER FUNDS FOUR YEAR TRENDS THROUGH FISCAL YEAR 24/25
(IN MILLIONS)
FY 21/22 FY 22/23 FY 23/24 FY 24/25
Revenues/ Transfers In/Capital Contributions $ 50.2 $ 55.8 $ 64.4 $ 65.3 Expenses/ Transfers Out 40.2 47.1 48.1 45.6
(Deficit)/ Surplus for Year $ 10.0 $ 8.7 $ 16.3 $ 19.7 Popular Annual
Financial Report
17

The City’s investments are in compliance with the City’s investment policy, which emphasizes safety, liquidity and return on its investments. The portion of the portfolio not invested in the California Local Agency Investment Fund (LAIF) is invested with the City’s investment advisor. The City also held $6.4 million in bank balances and $88.3 million was held by fiscal agents as of June 30, 2025. Also, as of this date all of the City’s rated investments are rated “A” or higher. See Note 2 in the City’s FY 2024-25 ACFR for additional information regarding the City’s investments. cash and investments
Market Value Percentage
Cash on hand $ 8,250 0%
Deposits 6,362,367 2%
Investments 388,556,569 98%
$ 394,927,186 100%
Market Value Percentage
Investment Type
U.S. Government Agencies $ 11,846,132 3%
U.S. Treasury Notes 134,658,507 35%
Asset Backed Securities 3,891,738 1%
Supranational 3,809,316 1%
Collateralized Mortgage Obligations 1,824,603 0%
Corporate Medium Term Notes 26,118,646 7%
Money Market Mutual Funds 144,335,215 37%
LAIF 62,072,412 16%
Total Market Value $ 388,556,569 100%
investments
as of june 30, 2025
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A 1 TO A 3 E X E M P T N O T R A TE D
21%
37%
18

capital assets (net of depreciation)
as of june 30, 2025 and 2024
(in millions)
For FY 2024-25, the value of the City’s capital assets were $478.0 million. The City uses capital assets to perform and deliver various services to its residents.

Major capital asset events include street and building
improvements, acquisition of various vehicles, pipeline replacement, repairs, and equipment upgrades. There
was a net increase in the capital assets primarily due
to construction-in-progress projects and subscription
assets. Governmental net capital assets decreased by
$7.6 million, primarily due to an accounting adjustment for the Broadway project. The business-type net capital assets increased by $9.1 million due to ongoing Water Main replacement and Advance Metering Infrastructure projects.

Capital Assets
Popular Annual
Financial Report
The City uses capital assets to perform and deliver
various services to its residents.“ “
Governmental Business-Type Total
FY 24/25 FY 23/24 FY 24/25 FY 23/24 FY 24/25 FY 23/24
Land $ 116.1 $ 116.1 $ 17.4 $ 17.4 $ 133.5 $ 133.5 Building and improvement 50.1 55.5 22.3 23.8 72.4 79.3
Machinery and equipment 14.8 15.1 10.0 10.3 24.8 25.4
Infrastructure 125.3 125.4 42.1 43.6 167.4 169.0
Construction/Subscription
In Progress 40.3 44.8 32.0 20.2 72.3 65.0
Lease Assets 3.6 3.6 0.8 - 4.4 3.6
Subscription Assets 3.1 0.4 0.1 0.3 3.2 0.7
Total $ 353.3 $ 360.9 $ 124.7 $ 115.6 $ 478.0 $ 476.5 19

Long-term
obligations
The table on page 21 summarizes the City’s long-term
obligations at June 30, 2025 and 2024.

Overall, the City’s long-term debt principal decreased
from $102.0 million at June 2024 to $94.4 million
at June 2025. This $7.6 million decrease is due to
scheduled debt service payments.

Claims and Judgments are reported at their present
value using future investment yield assumptions of
3%. Under the new GASB 101 accounting standard,
compensated absences represent vested vacation,
compensatory time and sick leave that the employees
are likely to use or be paid for in the future periods.

The City’s total net pension liability with CalPERS for FY 2024-25 was $338.7 million, based upon a measurement
date of June 30, 2024. This represents a 63.8% funding
of the total pension liability of $935.9 million. In
August 2017, the City established an Internal Revenue
Code (IRC) Section115 Trust with the Public Agency
Retirement Services (PARS) organization, cumulative
contributions and investment earnings total $24.3
million as of June 30, 2025.

During 2013-14, the City made an initial $10 million
contribution to a dedicated and irrevocable retiree
health benefits trust fund to begin to provide the
resources necessary to ensure long-term funding
for its OPEB obligation. On June 30, 2025, the City’s irrevocable trust fund balance with California Employer’ Retiree Benefit Trust (CERBT) were $31.7 million
including investment earnings, funding 93% of the
City’s total OPEB liabilities of $34.0 as of the million as of the June 30, 2024 measurement date.

Popular Annual
Financial Report
Yuji MoritaYuji Morita20

Long-term obligations as of june 30, 2025 and 2024
(in millions)
ACFR Source FY 24/25 % of Total FY 23/24 % of Total
Certificates of Participation $ 1.5 0% $ 1.7 0%
Financed Purchases 0.9 0% 1.3 0%
Revenue Bonds 64.5 13% 69.4 14%
Loans & Notes Payable 27.5 6% 29.6 6%
Subtotal Long-Term Debt Note 7 94.4 19% 102.0 20%
Lease and SBITA Payable Note 5 7.4 2% 4.4 1%
Compensated Absences Note 9 15.4 3% 13.4 2%
Net Pension Liability Note 10 338.7 69% 347.7 70%
Net OPEB Obligation Note 11 4.3 1% 7.0 1%
Claims and Judgements Note 13 30.1 6% 28.5 6%
Total $ 490.3 100% $ 503.0 100%
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City of vallejo, california
department of finance
21

555 Santa Clara Street
Vallejo, California 94590
City of Vallejo, California
We facilitate connections and collaboration
amongst a diverse community to inspire
collective pride and vision for a better Vallejo.

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cityofvallejo.net

ACTION ITEM 9.D.

DATE: March 10, 2026
TO: Mayor and Members of the City Council
FROM: Nalungo Conley, Assistant City Manager
SUBJECT: ADOPT A RESOLUTION APPROVING A MASTER SERVICES AGREEMENT WITH OPENGOV INC. FOR BUDGET SOFTWARE SERVICES FOR AN AMOUNT NOT TO EXCEED $440,392.77 AND AUTHORIZING THE CITY MANAGER TO EXECUTE SAME

RECOMMENDATION
Adopt a Resolution approving a Master Services Agreement with OpenGov. Inc. for budget software services for an amount not to exceed $440,392.77 and authorizing the City Manager to execute same.

REASONS FOR RECOMMENDATION
The City currently develops its annual budget and calculates personnel costs in Microsoft Excel and publishes the final document as static PDFs created with Adobe Pro. The City’s Enterprise Resource Planning system, Central Square, lacks a native budget book module, so consolidation, narrative assembly, and publication are performed outside the core financial system using disconnected spreadsheets. This manual spreadsheet-centric workflow is labor-intensive, and is prone to duplicate entries, out-of-balance schedules, broken formulas and cross-sheet link failures, with limited automated controls for reconciliation and exception detection.

Publishing the budget as PDFs also constrains transparency and public access: documents are only keyword searchable and do not permit interactive drill down to line level data or assumptions, which hampers public engagement, internal review, versioning, and auditability. Adopting an integrated budgeting solution that connects directly with Central Square would reduce manual effort, strengthen internal controls and reconciliation, and deliver interactive, searchable budget information for staff, decision makers, and the public.

BACKGROUND AND DISCUSSION
In April 2024, the City implemented Finance Enterprise/CentralSquare as its new financial management system.

During the review of Central Square’s capabilities, the Finance Department, working with the City Manager’s Office and the Information Technology Department, identified that a separate, dedicated budgeting and financial planning tool was necessary. Specifically, staff determined the need for a system that could more effectively support the compilation, analysis, and presentation of the City’s Annual Budget and long-term financial planning documents.

Request for Proposals (RFP) Process
On August 26, 2025, the Finance Department issued a Request for Proposals (RFP) (Attachment A) seeking qualified firms to provide a comprehensive budgeting software platform and related implementation services. On October 13, 2025, the City received seven detailed proposals from the following firms: CherryRoad Technologies Inc.; ClearGov, Inc.; Euna Solutions; FSH Technologies; IGM Technology (Matrix); Neubrain, LLC; and OpenGov, Inc.

A review committee was assembled to evaluate the proposals and included staff from key departments:
• Finance Department: Finance Manager, Administrative Analyst II, and Senior Accountant, responsible for compiling, analyzing, and validating budget data.
• City Manager’s Office: Assistant to the City Manager, providing insight into high-level reporting needs and Council expectations.

Date: March 10, 2026
Subject: ADOPT A RESOLUTION APPROVING A MASTER SERVICES AGREEMENT WITH OPENGOV INC. FOR BUDGET SOFTWARE SERVICES FOR AN AMOUNT NOT TO EXCEED $440,392.77 AND AUTHORIZING THE CITY MANAGER TO EXECUTE SAME

• Information Technology Department: Enterprise Systems Application Officer, evaluating technical integration and data exchange with CentralSquare.
• Public Works Department: Administrative Manager, offering expertise in Capital Improvement Program (CIP) requirements and departmental budgeting needs.

Evaluation Criteria
Proposals were evaluated and scored based on criteria outlined in the RFP, including:
• Vendor Experience: Demonstrated success with municipalities of similar size and complexity. • Software Capabilities: Budget book automation, forecasting tools, transparency features, and integration capacity with existing financial systems.
• Implementation & Support: Defined implementation plan, milestones, and availability of ongoing support and training.
• Security & Compliance: Data security controls, user access permissions, and compliance with state and federal requirements.
• Customization & Reporting: Ability to support multi-year budgeting, scenario modeling, fund-level reporting, and department-specific analytics.
• Cost & Value: Transparent pricing, long-term scalability, and overall value delivered.

Following the initial scoring, ClearGov, IGM Technology (Matrix), and OpenGov were identified as top finalists and were invited to participate in interviews and demonstrations during the week of October 27 through November 7.

Vendor Selection
After comprehensive review, the committee determined that OpenGov, Inc. provided the most complete and forward-looking solution to meet the City’s current and future budgeting needs.

Why OpenGov Was Selected Over Other Vendors
OpenGov distinguished itself in several critical areas:
• Comprehensive, End-to-End Platform: OpenGov offers a fully integrated system that supports operating and capital budgeting, personnel forecasting, workflow automation, reporting, and public transparency, all within a single platform.
• Superior CIP Module: The platform includes a mature Capital Improvement Program module with multi-year project tracking, funding source management, and lifecycle reporting. • Stronger Integration with CentralSquare: OpenGov demonstrated seamless backend compatibility and data transfer capabilities, reducing reliance on manual uploads or data reconciliation. • Scalable and User-Friendly: The system supports multi-year financial planning and complex departmental needs, while maintaining an intuitive interface suitable for both finance and non-finance staff. • Proven Value and Regional Experience: OpenGov’s functionality and long-term scalability offered greater total value compared to competitor solutions.
• Upcoming new release modules: OpenGov will be releasing ACFR reporting module and AI-Assisted forecasting in 2026. These upcoming features are included in the proposal at no additional cost. This will allow us to analyze trends and generate scenario models.

Vendor Qualifications
OpenGov is located in San Francisco and has been in operation since 2012, providing over 13 years of experience serving the public sector. They maintain a strong regional presence and partner with numerous Bay Area and Northern California agencies, including Napa, Livermore, Benicia, Rancho Cordova, American Canyon, and Solano County. Their familiarity with municipal budgeting processes and regional requirements enhances their ability to support the City of Vallejo.

Date: March 10, 2026
Subject: ADOPT A RESOLUTION APPROVING A MASTER SERVICES AGREEMENT WITH OPENGOV INC. FOR BUDGET SOFTWARE SERVICES FOR AN AMOUNT NOT TO EXCEED $440,392.77 AND AUTHORIZING THE CITY MANAGER TO EXECUTE SAME

Training and Support
OpenGov offers comprehensive training and implementation support, including:
• Live, instructor-led onboarding sessions
• On demand video tutorials and written guides
• Role specific training for administrators and departmental users • Dedicated customer support and post-launch assistance

These resources will ensure that City staff can fully utilize the platform and maintain efficient budget development cycles.

FISCAL IMPACT
The contract for a term of 40 months will cost a total of $440,392.77. The City has set aside funding during FY 2025-2026 annual budget of $200,000 to cover the cost of software implementation.

Funding of this contract for each fiscal year thereafter will be requested during the annual budget process starting FY 2026-27.

ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guidelines section 15378.

ATTACHMENTS

1. Resolution Budget Software Services with CAO Stamp

2. Vallejo CA_OpenGov_MSA_CAO_Stamp

3. RFP - Budget Software

CONTACT
Nalungo Conley, Assistant City Manager (707-648-4301)
[email protected]

RESOLUTION NO. __________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VALLEJO APPROVING A MASTER SERVICES AGREEMENT WITH OPENGOV INC. FOR

BUDGET SOFTWARE SERVICES FOR AN AMOUNT NOT TO EXCEED
$440,392.77 AND AUTHORIZING THE CITY MANAGER TO EXECUTE SAME

WHEREAS, in April 2024, the City implemented Finance Enterprise/Central Square as its new financial management system. After reviewing Central Square’s capabilities, the Finance Department identified that a separate, dedicated budgeting and financial system to support the compilation, analysis, and presentation of the City’s Annual Budget and long- term financial planning documents is necessary; and

WHEREAS, the City currently prepares its budget in Excel and publishes static PDFs, a manual, error‑prone process that limits reconciliation and public transparency; and

WHEREAS, on August 26, 2025, the Finance Department issued a Request for Proposals (RFP) seeking qualified firms to provide a comprehensive budgeting software platform and related implementation services; and

WHEREAS, on October 13, 2025, the City received seven detailed proposals from the following firms: CherryRoad Technologies Inc.; ClearGov, Inc.; Euna Solutions; FSH Technologies; IGM Technology (Matrix); Neubrain, LLC; and OpenGov, Inc.; and

WHEREAS, a review committee with staff from the Finance Department, IT Department, City Manager’s Office, and Public Works Department was assembled to evaluate the proposals. After comprehensive review, the committee determined that OpenGov, Inc. provided the most complete and forward-looking solution to meet the City’s current and future budgeting needs; and

WHEREAS, OpenGov offers a fully integrated system that supports operating and capital budgeting, personnel forecasting, workflow automation, reporting, and public transparency, all within a single platform; and

WHEREAS, adopting an integrated budgeting solution that connects directly with the City’s Central Square Enterprise Resource Planning system will reduce manual effort, strengthen internal controls and reconciliation and provide interactive, searchable budget information for staff, decision makers, and the public.

NOW, THEREFORE BE IT RESOLVED that the City Council of the City of Vallejo does hereby approve the Master Services Agreement with OpenGov Inc. in the amount of $440,392.77.

BE IT FURTHER RESOLVED that the City Manager is hereby authorized to execute the Agreement on behalf of the City, with any modifications recommended by the City Attorney and the City Clerk to attest.

Adopted by the City Council of the City of Vallejo at a regular meeting held on February 24, 2026, with the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

_____________________________

ANDREA SORCE, MAYOR

ATTEST: ________________________________ DAWN G. ABRAHAMSON, CITY CLERK

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 1 OpenGov Master Services Agreement

The parties to this Master Services Agreement (this “Agreement”) are OpenGov, Inc., a Delaware corporation (“OpenGov”), and the customer named in the signature block below (“Customer”). This Agreement, which becomes effective when fully executed (the “Effective Date”), sets forth the terms and conditions under which OpenGov will provide its products and services to Customer.

1. Definitions

1.1. “Customer Data” means the data that is provided by Customer to OpenGov pursuant to this Agreement (for example, by email or through Customer’s software systems of record), including any data transmitted through the Software Services.

1.2. “Documentation” means any written, electronic, or online materials produced by OpenGov, and made available to Customer in connection with the Software Services, including user guides, training materials, FAQs, and technical support content, but excluding Product Documentation.

1.3. “Intellectual Property Rights” means all past, present, and future intellectual property rights including those associated with works of authorship, copyrights, moral rights, trademarks, trade names, trade secrets, patent rights, and any other proprietary rights in intellectual property of every kind and nature.

1.4. “Order Form” means the document(s) separately executed by the parties or attached as an exhibit, that specifies the Software Services and the Professional Services that OpenGov will provide to Customer. All such Order Form(s) are incorporated into this Agreement by reference.

1.5. “Product Documentation” means the technical specifications that describe the features, functionality, configuration, and intended operation of the Software Services located at https://opengov.my.site.com/support/s/agreement-product-documentation, which is incorporated into this Agreement by reference.

1.6. "Professional Services" means the implementation, configuration, training, consulting, or other professional services provided by OpenGov or its authorized partners, and identified in the applicable Statement of Work.

1.7. "Software Services" means the commercial-off-the-shelf software products and services provided by OpenGov and identified in the applicable Order Form.

1.8. “Statement of Work” or “SOW” means the document(s) separately executed by the parties or attached as an exhibit to this Agreement or any applicable Order Form, that specifies the Professional Services that OpenGov will provide to Customer. All such SOW(s) are incorporated into this Agreement by reference.

2. Software Services and Professional Services

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 2

2.1. Software Services.

2.1.1. Subject to the terms and conditions of this Agreement, OpenGov will use commercially reasonable efforts to provide the Software Services.

2.1.2. Support and Service Levels. Customer support is available by email to [email protected] or by using the chat messaging functionality of the Software Services. Customer may report issues any time; however, OpenGov will address issues during business hours. OpenGov will provide the applicable level of support in accordance with the Support and Software Service Levels located at https://opengov.com/service-sla, which is incorporated into this Agreement by reference.

2.2. Professional Services.

2.2.1. Subject to the terms and conditions of this Agreement, OpenGov will use commercially reasonable efforts to provide the Professional Services, if applicable. Unless otherwise specified in the SOW, any pre-paid Professional Services must be utilized within one year from the Effective Date.

2.2.2. Travel Expenses for Professional Services. Travel expenses, if any, will be set forth in the applicable Order Form or SOW. Any additional travel expenses shall be subject to Customer’s prior written approval and will be reimbursable by Customer.

3. Restrictions and Responsibilities

3.1. Restrictions. Customer may not use the Software Services in any manner or for any purpose other than as expressly permitted by the Agreement. In addition, Customer shall not, and shall not knowingly or negligently, permit or enable any third party to: (a) use or access any of the Software Services to build a competitive product or service; (b) modify, disassemble, decompile, reverse engineer or otherwise make any derivative use of the Software Services (except to the extent applicable laws specifically prohibit such restriction); (c) sell, license, rent, lease, assign, distribute, display, host, disclose, outsource, copy or otherwise commercially exploit the Software Services; (d) perform or disclose any benchmarking or performance testing of the Software Services, including but not limited to load testing or stress testing; (e) remove any proprietary notices included with the Software Services; (f) use the Software Services in violation of applicable law; or (g) transfer any personal, sensitive, or personally identifiable information to OpenGov in a manner that violates Customer's obligations under the Data Processing Addendum.

3.2. Responsibilities. Customer shall be responsible for obtaining and maintaining computers, third- party software systems of record, and application programming interfaces needed to connect to, access, or otherwise use the Software Services. Customer shall also be responsible for: (a) ensuring that such equipment is compatible with the Software Services, (b) maintaining the security of such equipment, user accounts, passwords and files, in accordance with industry standards, and (c) all uses of Customer user accounts by any party other than OpenGov.

OpenGov is not responsible for the operation, support, or security of any third-party software, systems, or services not provided by OpenGov.

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 3

3.3. Data Processing Addendum. To the extent OpenGov processes any Customer Data that contains personal information, personally identifiable information, or sensitive personal information on behalf of Customer in the course of providing the Software Services and Professional Services under this Agreement, the parties agree to comply with the terms of the Data Processing Addendum, located at https://opengov.com/data-processing-addendum, which is incorporated into this Agreement by reference.

4. Intellectual Property Rights; License Grants; Access to Customer Data

4.1. OpenGov’s Intellectual Property Rights. OpenGov exclusively owns and retains all right, title, and interest to the Software Services, Professional Services, Documentation, and Product Documentation, including all Intellectual Property Rights therein. This includes, without limitation, all underlying technology, software, user interfaces, visual design elements (such as the “look and feel”), custom fonts, graphics, workflows, button icons, and any derivative works (e.g., enhancements, modifications, or corrections), including but not limited to those that are created in connection with or through the use of the Software Services, Professional Services, Documentation, or Product Documentation. Customer may not reproduce, modify, distribute, or create derivative works based on any part of the Software Services, in whole or in part, without OpenGov’s prior written consent.

4.2. License Grant to Customer. OpenGov grants Customer a non-exclusive, non-transferable, non- sublicensable, royalty-free license to use the Software Services, Documentation, and Product Documentation during the Term for its internal use and the purpose as described in this Agreement. No additional rights or licenses shall be deemed granted.

4.3. Customer’s Intellectual Property Rights. Customer retains all right, title, and interest, including all Intellectual Property Rights, in and to Customer Data. Customer grants OpenGov and its authorized partners (such as cloud hosting providers) a non-exclusive, royalty-free license to access, use, store, edit, reformat and otherwise process Customer Data for the purpose of providing, maintaining, developing, and improving OpenGov’s products and services.

4.4. Aggregated and Anonymized Data. Customer agrees that OpenGov and its authorized partners may use aggregated and anonymized data derived from Customer Data to provide, maintain, develop, and improve OpenGov’s products and services, to provide general customer service support and improvements, and to perform data and usage analytics. Any insights, developments, or improvements arising from such aggregated, anonymized data shall be owned by OpenGov.

4.5. Access to Customer Data. Customer may download Customer Data from the Software Services at any time during the Term, excluding during routine software maintenance periods. For a period of 30 days after expiration of the Term, Customer may request that OpenGov complete a one-time transfer of Customer Data in a format customarily used in the industry at OpenGov’s then-current hourly rate.

4.6. Deletion of Customer Data. Unless otherwise requested pursuant to this Section 4.6, upon the termination of this Agreement, Customer Data shall be deleted pursuant to OpenGov’s standard

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 4 data deletion and retention practices, which is to delete Customer Data 45 days after termination or expiration of the Agreement. Upon written request, Customer may request deletion of Customer Data prior to the date of termination of this Agreement, in accordance with the notice requirements set forth in Section 10.2.

4.7. Feedback. “Feedback” means any suggestions, comments, ideas, recommendations, usage, or other input provided by Customer to OpenGov regarding the services. Customer grants OpenGov a non-exclusive, royalty-free, irrevocable, perpetual, worldwide license to use such Feedback in the Software Services, Professional Services, Documentation and Product Documentation. OpenGov will exclusively own all right, title, and interest, including all Intellectual Property Rights, in and to any improvements, modifications, or derivative works to the Software Services, Professional Services, Documentation or Product Documentation that are based on or derived from such Feedback.

5. Confidentiality

5.1. “Confidential Information" means all confidential business, technical, and financial information of the disclosing party that is marked as “Confidential” or an equivalent designation or that should reasonably be understood to be confidential given the nature of the information and/or the circumstances surrounding the disclosure. OpenGov’s Confidential Information includes, without limitation, the software underlying the Software Services, Documentation, and Product Documentation.

5.2. Confidential Information does not include information that: (a) was publicly known or becomes publicly known through no breach of this Agreement by the receiving party; (b) is required to be disclosed upon request under any applicable federal, state, or local public records laws; (c) Customer expressly directs OpenGov make publicly available; (d) was lawfully known to the receiving party without restriction on disclosure before receipt from the disclosing party; (e) is disclosed to the receiving party by a third party who has the right to make such disclosure without restriction; or (f) is independently developed by the receiving party without access to the disclosing party’s Confidential Information.

5.3. Each party agrees to use the other's Confidential Information only in connection with this Agreement. Each party further agrees to protect the other party's Confidential Information using the measures that it employs with respect to its own Confidential Information of a similar nature, but in no event with less than reasonable care. If a party is required to disclose Confidential Information by law, subpoena, or court order, it must, to the extent legally permitted, promptly notify the other party in writing prior to the disclosure to give the other party an opportunity to oppose or limit the disclosure.

6. Term and Termination

6.1. Agreement Term. This Agreement begins on the Effective Date and will remain in effect through June 30, 2029 (“Term”), unless earlier terminated pursuant to this Section 6.

6.2. Renewal. Unless the parties enter into a new Order Form to renew the Agreement for an additional period of no less than one year (“Renewal Term”), this Agreement shall terminate at

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 5 the end of the applicable initial term or Renewal Term.

6.3. Termination for Cause. If either party materially breaches this Agreement and fails to cure such breach within 30 days after receiving written notice by the non-breaching party, the non- breaching party may terminate this Agreement.

6.4. Termination for Non-Appropriation. If required by applicable law, Customer may terminate this Agreement if it does not appropriate funds for a future fiscal year. In order to terminate for non- appropriation, Customer must provide at least 30 days’ prior written notice, provided it is after the first full year of the Agreement. Notwithstanding the foregoing, Customer shall be obligated to pay fees through the date of termination. This section may not be used as a substitute for termination for convenience.

6.5. Effect of Termination. Upon termination of this Agreement pursuant to Section 6: (a) OpenGov shall stop providing the Software Services and the Professional Services to Customer; and (b) with the exception of Customer Data, the return and deletion of which are addressed in Section 4, each party shall, upon request of the other party, return or delete any of the other party’s Confidential Information.

7. Payment of Fees

7.1. Fees; Invoicing; Payment; Expenses.

7.1.1. Fees. Fees for the Software Services and Professional Services are set forth in the applicable Order Form, and OpenGov will invoice Customer accordingly. Customer agrees to pay invoices within 30 days of receipt. Invoices are deemed received when OpenGov emails them to Customer’s designated billing contact. Obligations to pay fees are non-cancelable, and payments are non-refundable, except as expressly provided in Sections 8.1.2 and 8.1.3.

7.1.2. Annual Software Price Adjustment. OpenGov shall increase the fees for the Software Services by 5% each year or as otherwise agreed upon in the applicable Order Form.

7.1.3. Travel Expenses. OpenGov will invoice Customer for travel expenses provided in the SOW or Order Form as they are incurred. Customer shall pay all such valid invoices within 30 days of receipt of invoice. Receipts shall be provided for the travel expenses listed on the invoice.

7.2. Consequences of Non-Payment. If Customer fails to make any payments required under any Order Form or SOW, then in addition to any other rights OpenGov may have under this Agreement or applicable law: (a) Customer will owe a late interest penalty of the maximum rate permitted by law; and (b) if Customer’s account remains delinquent (with respect to payment of an undisputed invoice) for 10 days after receipt of a delinquency notice from OpenGov, which may be provided via email to Customer’s designated billing contact, OpenGov may temporarily suspend Customer’s access to the Software Service for up to 90 days to pursue good faith negotiations before pursuing termination in accordance with Section 6.3. Customer will continue to incur and owe all applicable fees irrespective of any such service suspension based on such Customer’s delinquency.

7.3. Taxes. Each party is responsible for the tax effects this Agreement imposes upon it. If Customer is tax-exempt, it will provide OpenGov its tax exemption certificate.

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 6

8. Representations and Warranties; Disclaimer

8.1. By OpenGov.

8.1.1. General Warranty. OpenGov represents and warrants that it has all right and authority necessary to enter into and perform this Agreement.

8.1.2. Professional Services Warranty. OpenGov further represents and warrants that the Professional Services, if any, will be performed in a professional and workmanlike manner in accordance with the related SOW and generally prevailing industry standards. For any breach of the Professional Services warranty, OpenGov will re-perform the applicable services. If OpenGov is unable to re-perform such work as warranted, Customer will be entitled to recover all fees paid to OpenGov for the deficient work. Customer must give written notice of any claim under this warranty to OpenGov within 90 days of the completion of the Professional Services pursuant to the applicable SOW to receive such warranty remedies.

8.1.3. Software Services Warranty. OpenGov further represents and warrants that for the Term, the Software Services will perform in all material respects in accordance with the then- current Product Documentation. The foregoing warranty does not apply to (a) any Software Services that have been used in a manner other than as set forth in this Agreement, or (b) any pre-release features, functionality, or beta software services that Customer elects to use in the beta phase of development. For any breach of the Software Services warranty, OpenGov will repair or replace any nonconforming Software Services so that the affected portion of the Software Services operates as warranted. If OpenGov is unable to do so, Customer may terminate the Agreement and will be entitled to a refund of the pre-paid, unused portion of the fees from the date of the discovery of the defect. Customer must give written notice of any claim under this warranty to OpenGov within 90 days of Customer discovering the defect to receive such warranty remedies.

8.2. By Customer. Customer represents and warrants that (a) it has all right and authority necessary to enter into and perform this Agreement and (b) OpenGov’s use of Customer Data pursuant to this Agreement will not infringe, violate or misappropriate Intellectual Property Rights of any third party.

8.3. Disclaimer. OPENGOV DOES NOT WARRANT THAT THE SOFTWARE SERVICES WILL BE UNINTERRUPTED OR ERROR FREE; NOR DOES IT MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM USE OF THE SOFTWARE SERVICES. EXCEPT AS SET FORTH IN THIS SECTION 8, THE SOFTWARE SERVICES ARE PROVIDED “AS IS” AND OPENGOV DISCLAIMS

ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED

WARRANTIES OF MERCHANTABILITY, TITLE, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

9. Limitation of Liability

9.1. By Type. NEITHER PARTY, NOR ITS SUPPLIERS, OFFICERS, AFFILIATES, REPRESENTATIVES,

CONTRACTORS OR EMPLOYEES, SHALL BE RESPONSIBLE OR LIABLE WITH RESPECT TO ANY

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 7

SUBJECT MATTER OF THIS AGREEMENT UNDER ANY CONTRACT, NEGLIGENCE, STRICT LIABILITY, OR OTHER THEORY: (A) FOR ERROR OR INTERRUPTION OF USE OR FOR LOSS OR

INACCURACY OF DATA OR COST OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES OR LOSS OF BUSINESS; (B) FOR ANY INDIRECT, EXEMPLARY, PUNITIVE, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES; OR (C) FOR ANY MATTER BEYOND A PARTY’S REASONABLE

CONTROL, EVEN IF SUCH PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE.

9.2. By Amount. IN NO EVENT SHALL EITHER PARTY’S AGGREGATE, CUMULATIVE LIABILITY FOR

ANY CLAIMS ARISING OUT OF OR IN ANY WAY RELATED TO THIS AGREEMENT EXCEED THE

FEES PAID OR PAYABLE BY CUSTOMER TO OPENGOV FOR THE SOFTWARE SERVICES UNDER THIS AGREEMENT IN THE 12 MONTHS PRIOR TO THE ACT THAT GAVE RISE TO THE LIABILITY.

9.3. Limitation of Liability Exclusions. The limitations of liability set forth in Sections 9.1 and 9.2 above do not apply to, and each party accepts liability to the other for: (a) claims arising out of fraud or willful misconduct by either party; (b) either party’s infringement of the other party’s Intellectual Property Rights; (c) breach of obligations under Section 3.1; and (d) payment obligations under this Agreement.

9.4. No Limitation of Liability by Law. Because some jurisdictions do not allow liability or damages to be limited to the extent set forth above, some of the above limitations may not apply.

10. Miscellaneous

10.1. Logo Use. Upon written approval, OpenGov shall have the right to use and display Customer’s logos and trade names for marketing and promotional purposes in OpenGov’s website and marketing materials, subject to Customer’s trademark usage guidelines provided to OpenGov.

10.2. Notice. Ordinary day-to-day operational communications may be conducted by email, live chat or telephone. For notices required by the Agreement the parties must communicate more formally in a writing sent via USPS certified mail and via email. OpenGov’s addresses for notice are: [email protected] with a mailed copy to OpenGov, Inc., 660 3rd Street, Suite 100, San Francisco, CA 94107.

10.3. Anti-corruption. Neither OpenGov nor any of its employees or agents has offered or provided any illegal or improper payment, gift, or transfer of value in connection with this Agreement.

The parties will promptly notify each other if they become aware of any violation of any applicable anti-corruption laws in connection with this Agreement.

10.4. Injunctive Relief. The parties acknowledge that any breach of the confidentiality provisions or the unauthorized use of a party’s intellectual property may result in serious and irreparable injury to the aggrieved party for which damages may not adequately compensate the aggrieved party. The parties agree, therefore, that, in addition to any other remedy that the aggrieved party may have, it shall be entitled to seek equitable injunctive relief without being required to post a bond or other surety or to prove either actual damages or that damages would be an inadequate remedy.

10.5. Force Majeure. Neither party will be liable for any delay or failure to perform its obligations

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 8 under this Agreement, due to any events beyond its reasonable control, including but not limited to acts of god, acts of governmental authority, war, riot, labor disputes, failures of performance by any third-party services, utilities, or equipment failures, or any other events beyond the party’s reasonable control. In the event a Force Majeure event continues for 60 consecutive days, either Party will be able to exercise their termination rights in accordance with Section 6.3 above.

10.6. Severability; Waiver. If any provision of this Agreement is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that this Agreement will otherwise remain in full force and effect and enforceable. Any express waiver or failure to exercise promptly any right under this Agreement will not create a continuing waiver or any expectation of non-enforcement.

10.7. Survival. The following sections of this Agreement shall survive termination or expiration:

Section 5 (Confidentiality), Section 7 (Payment of Fees), Section 4.6 (Deletion of Customer Data), Section 8.3 (Warranty Disclaimer), Section 9 (Limitation of Liability), Section 10 (Miscellaneous), and Section 11 (Indemnification).

10.8. Assignment. There are no third-party beneficiaries to this Agreement. Neither party may assign, or otherwise transfer this Agreement without the other party's written consent, which consent may not be unreasonably withheld, conditioned, or delayed. Notwithstanding the foregoing, either party may assign, without such consent but upon written notice, its rights and obligations under this Agreement to its corporate affiliate or to any entity that acquires all or substantially all of its capital stock or its assets related to this Agreement, through purchase, merger, consolidation, or otherwise. Any other attempted assignment shall be void. This Agreement will benefit and bind permitted assigns and successors.

10.9. Independent Contractors. This Agreement does not create an agency, partnership, joint venture, or employment relationship, and neither party has any authority to bind the other.

10.10. Governing Law and Jurisdiction. This Agreement shall in all respects be governed by the law of the State of California without regard to its conflicts of law rules. Litigation arising out of or connected with this Agreement shall be instituted and maintained in the courts of Solano County in the State of California or in the United States District Court, Eastern District of California, Sacramento, California, and the parties consent to jurisdiction over their person and over the subject matter of any such litigation in such courts, and consent to service of process issued by such courts.

10.11. Complete Agreement. OpenGov has made no other promises or representations to Customer other than those contained in this Agreement. Any additional or different terms in a purchase order or click-through agreement are expressly rejected by the parties and are void. Any modification to this Agreement must be in writing and signed by an authorized representative of each party. No third parties are authorized to modify this Agreement. If there is a conflict between this Agreement and any other attached or incorporated document, the terms of this Agreement will control unless expressly stated otherwise.

10.12. Conflict of Interest. OpenGov warrants and represents that to the best of its knowledge, there

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 9 exists no actual or potential conflict between OpenGov’s family, business, real property or fiscal interests and the services to be provided under this Agreement. OpenGov shall comply with the City of Vallejo Conflict of Interest Code and not enter into any contract or agreement during the performance of this Agreement which will create a conflict of interest with its duties to Customer under this Agreement. In the event of a change in OpenGov’s family, business, real property, or fiscal interests occurs during the term of this Agreement that creates an actual or potential conflict of interest, then OpenGov shall disclose such conflict in writing to Customer.

Every individual who performs services on behalf of OpenGov pursuant to this Agreement must file a full Statement of Economic Interests (also known as Form 700) with the City Clerk if the work of the individual involves making a governmental decision whether to issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement; authorizes the Customer to enter into, modify, or renew a contract; grants Customer approval of specifications for a contract; adopts or approves for the Customer any policy, standard or guideline; lobbies on behalf of the Customer, or performs the same or substantially all the same duties for the Customer that would otherwise be performed by an individual holding a position specified in the Customer’s Conflict of Interest Code.

10.13. Business License. OpenGov, and its subcontractors, has obtained or agrees to apply prior to performing any services under this Agreement to Customer’s Finance Department for a business license, pay the applicable business license tax and maintain said business license during the term of this Agreement.

11. Indemnification

11.1. General Indemnification. OpenGov shall indemnify, hold harmless, and defend Customer, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all third-party claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, consultant’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with OpenGov’s operations, or any subcontractor’s operations, to be performed under this Agreement for OpenGov’s tort negligence or willful misconduct, including but not limited to third-party claims for personal injury including, but not limited to bodily injury, emotional injury, sickness or disease, or death to persons and/or damage to property of anyone, including loss of use thereof, caused by any act or omission of OpenGov or anyone directly employed by them for the full period of time allowed by the law, regardless to any limitation by insurance, with the exception of the sole negligence or willful misconduct of the Customer.

11.2. OpenGov shall also indemnify, hold harmless, and defend Customer, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all third-party claims, costs, and expenses, arising out of or in connection with any claim alleging that the Software Services infringes a copyright, patent (U.S. only), or trademark of, or has caused harm to the rights of, a third party. If the Software Services

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 10 becomes, or in OpenGov’s opinion is likely to become, the subject of an infringement claim, OpenGov may, at its option and expense, either (a) procure for Customer the right to continue using the Software Services, (b) replace or modify the Software Services so that it becomes non-infringing, or (c) terminate the licenses granted hereunder and give Customer a pro-rata refund for any pre-paid, unused fees paid by Customer. OpenGov will have no obligation under this Agreement with respect to an infringement claim based upon any (i) use of the Software Services not in accordance with this Agreement or for purposes not intended by OpenGov, (ii) use of the Software Services in combination with other products, software, or data not supplied by OpenGov, or (iii) modification of the Software Services by any person other than OpenGov or its authorized agents or subcontractors..

11.3. OpenGov shall also indemnify, hold harmless, and defend Customer, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all third-party claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, consultant’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with OpenGov’s operations, or any subcontractor’s operations, related to costs or benefits associated with California Public Employment Retirement System (CalPERS) membership where OpenGov supplies a CalPERS member who CalPERS determines is subject to enrollment.

11.4. Procedures. Customer shall (a) promptly give notice of a claim to OpenGov, (b) give OpenGov sole control of the defense and settlement of the claim, (c) provide to OpenGov all available information and reasonable assistance, and (d) not compromise or settle such third-party claim.

11.5. Sole Remedy. The foregoing is OpenGov's sole obligation and Customer’s exclusive remedy with respect to indemnification. The indemnification obligations set forth in this Section are subject to the limitation of liability provisions of this Agreement.

11.6. The provisions of this Section are not limited by the insurance provisions of this Agreement.

11.7. The provisions of this section shall survive the completion of services, expiration or termination of this Agreement.

12. General Prohibition on Assignment of CalPERS Members and Annuitants

12.1. OpenGov shall not, to OpenGov’s knowledge, hire, employ, or use, as an employee, subcontractor or agent of OpenGov (Assigned Individual) any California Public Employment Retirement System (CalPERS) member or annuitant in connection with the provision of services under this Agreement. Nor shall OpenGov allow any of its

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 11 subcontractors, agents, or other representatives to employ CalPERS members or annuitants for the purpose of performing work under this Agreement. Failure to comply with the provisions of this section shall constitute a material breach of OpenGov’s obligations under this Agreement and shall be grounds for termination.

12.2. The City Manager and the Human Resources Director may together approve an exception which they determine either: (i) meets the requirements of CalPERS relating to Independent Contractors; or (ii) where such Assigned Individual who is an Annuitant, has not, and will not, exceed 960 total hours in a fiscal year (July 1 to June 30) for all CalPERS employers combined, and satisfies all other CalPERS annuitant requirements.

No Assigned Individual, regardless of CalPERS membership at the time the labor is provided, may exceed 1,000 hours in a fiscal year (July 1 to June 30).

13. Non-Discrimination/Fair Employment Practices.

13.1. OpenGov shall not, because of race, religious creed, color, sex, national original, ancestry, disability, medical condition, age, marital status or sexual orientation of any person, refuse to hire or employ, or to bar or discharge from employment, or to discriminate in compensation, or in terms, conditions or privileges any person, and every employee will receive equal opportunity for employment and shall be granted equal treatment with respect to compensation, terms, conditions or other privileges of employment, without regard to his race, religious creed, color, sex, national origin, ancestry, or disability, medical condition, age, marital status or sexual orientation.

OpenGov warrants and represents it is an equal opportunity employer and agrees it shall not discriminate based on race, religious creed, color, sex, national origin, ancestry, disability, medical condition, age, marital status or sexual orientation in the selection and retention of employees, subcontractors or procurement of materials or equipment.

In all solicitations either by competitive bidding or negotiations made by OpenGov for work to be performed under any subcontract, including procurement of materials or equipment, each potential subcontractor or supplier shall be notified by OpenGov of OpenGov’s obligation under this Agreement relative to nondiscrimination and fair employment practices.

OpenGov shall include the above provisions of this section in every subcontract, including procurement of materials or equipment.

13.2. OpenGov agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations and City ordinances and regulations hereinafter enacted.

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 12 [SIGNATURES ON FOLLOWING PAGE]

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 13 IN WITNESS WHEREOF, the parties have executed this Agreement on the day and year shown below the name of each of the parties.

OpenGov, Inc.,
a Delaware corporation

By:

Sam Kramer
Chief Financial Officer

DATE:

11715521
Vallejo Business License No.

(City Seal)

CITY OF VALLEJO,
a municipal corporation

By:

Andrew Murray
City Manager

DATE:

ATTEST:

By:

Dawn Abrahamson
City Clerk

APPROVED AS TO CONTENT:

Nalungo Conley
Interim Finance Director

APPROVED AS TO FORM:

Veronica Nebb
City Attorney

APPROVED AS TO INSURANCE:

Armond Sarkis
Risk Manager & Safety Officer

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 14

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 15

EXHIBIT A

STATEMENT OF WORK

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 16

Statement of Work
City of Vallejo, CA

Creation Date: 11/11/2025
SoW Expiration Date: 2/11/2026
Document Number: PS-09921.4
Created by: Emily Scheckel

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 17 Table of Contents
OpenGov Statement of Work 19

1. Project Scope and Understanding 19

2. Exhibits 19

3. OpenGov Responsibilities 19

4. Customer Responsibilities 19

5. Project Delivery 20

6. Estimated Schedule 20

7. Acceptance Procedure 20

8. Modifications 21

9. Communication and Escalation Procedure 21
Exhibit 1: Implementation Activities 1
OpenGov Implementation Methodology Overview 1
Budgeting & Performance 1
Initiate 2
Validate 2
Configure 2
Train 7
Launch 8
Exhibit 2: Technical Requirements 10
Budgeting & Performance Technical Requirements 10

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 18 OpenGov Statement of Work

1. Project Scope and Understanding
This Statement of Work (“SOW”) outlines the Professional Services OpenGov will provide to City of Vallejo, CA (“Customer”) under the applicable Order Form.

Professional Services or technical requirements not listed in this SOW are out of scope.

2. Exhibits
The following exhibits are incorporated by reference and are part of this SOW:

2.1. Exhibit 1: Implementation Activities

2.1.1. Budgeting & Performance

2.2. Exhibit 2: Technical Requirements

2.2.1. Budgeting & Performance

3. OpenGov Responsibilities
OpenGov will provide a framework for planning, communication, progress tracking, and coordination for activities in Exhibit 1. In collaboration with Customer, OpenGov will develop and maintain the Project Plan. The “Project Plan” is a detailed, living document that defines how the project will be executed, including tasks, timelines, milestones, and team assignments. OpenGov will monitor progress against the Project Plan, coordinate adjustments to tasks and schedules as needed, and conduct status meetings as agreed to by the parties. OpenGov will provide weekly status reports, a Project Charter, and a RAID register (Risks, Actions, Issues, and Decisions). The “Project Charter” is a high-level document outlining the project’s purpose, goals, key stakeholders, success criteria, and major milestones.

4. Customer Responsibilities
The Customer will appoint a primary point of contact with authority to make binding decisions (“Customer’s Project Manager”). This person will coordinate internal resources, assign subject matter experts (“SMEs”), and oversee implementation.

Responsibilities include attending status meetings, making timely decisions, providing requested information, escalating issues internally, and collaborating on the Project Plan and Change Order process, if applicable.

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 19 Customer acknowledges that the success of this project is contingent on its full participation. Customer must provide data within ten (10) business days of a request, maintain consistent data formats and access throughout the project, and allocate the necessary Customer resources and time to support deliverables and meet agreed-upon timelines.

Any failure by Customer to meet its responsibilities under this SOW (each, a “Customer Delay”) will automatically suspend the affected obligations of OpenGov for the duration of the Customer Delay and for a reasonable restart period thereafter. All affected milestones, delivery dates, and service-level commitments will be extended on a day-for-day basis (or as otherwise reasonably necessary) to account for the Customer Delay, and may result in an adjustment of the fees if OpenGov incurs additional time, materials, or other costs as a result. Under no circumstances will any consequence of a Customer Delay constitute a breach by OpenGov of this SOW or of the Agreement, nor will OpenGov be liable for any failure to meet a performance obligation that is caused, in whole or in part, by a Customer Delay.

5. Project Delivery
OpenGov will perform services under this SOW remotely. OpenGov may use a combination of OpenGov personnel and OpenGov-trained implementation partners to deliver the services described in this SOW.

6. Estimated Schedule
The estimated duration of this work is 6 months. The specific timeline, including order of delivery of the suite(s), will be determined during the project planning activities in the Initiate Phase. Services are estimated to begin within two (2) weeks and no later than four (4) weeks from contract signature. OpenGov reserves the right to adjust the schedule based on the availability of Customer or OpenGov resources, and the timeliness of deliverables provided by the Customer.

7. Acceptance Procedure
OpenGov will submit completed deliverables to the Customer’s Project Manager for review. Within five (5) business days of receipt, the Customer’s Project Manager will either provide written acceptance or a list of requested revisions. In the event there are requested revisions, the subsequent review period for acceptance will follow the same timeline until final acceptance. If Customer does not respond

OpenGov Master Services Agreement City of Vallejo, CA | Revised February 6, 2026 20 within this period, the deliverable will be deemed accepted. Once a deliverable is accepted, any requested changes will require a paid Change Order.

Acceptance milestones and review timelines will be tracked in the Project Plan.

Both parties acknowledge that delays in task completion or unresolved issues may impact the project timeline. If OpenGov determines in good faith that Customer is not fulfilling its responsibilities under this SOW, OpenGov may place services on hold following a minimum of five (5) business days’ written notice. The notice will specify the actions needed to progress the project. During the hold period, OpenGov may reallocate resources without penalty and will not be responsible for resulting delays.

8. Modifications
The fees and estimated timeline are based on the scope and assumptions in this SOW. If either party determines that a change to the scope is necessary, the parties will collaborate to define the required modification, which may result in fee adjustments based on OpenGov’s standard rates. All modifications must be documented in a written Change Order and signed by both parties (“Change Order”) .

Examples of changes include revisions to the project timeline, deliverables, or resource allocation.

9. Communication and Escalation Procedure
OpenGov and Customer agree to maintain regular communication in alignment with the Project Plan to ensure progress, resolve questions promptly, and minimize risk.

Both parties will raise any issues or concerns in a timely manner. If challenges are not resolved through standard project discussions, Customer and OpenGov Project Managers will escalate to their respective executive leadership teams to jointly determine a resolution and align on a path to successful implementation.

1 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 Exhibit 1: Implementation Activities

OpenGov Implementation Methodology Overview

Every OpenGov implementation follows a five-phase hybrid methodology designed to ensure a structured and collaborative deployment. The phases are:

1. Initiate – OpenGov provisions access and performs initial system setup.

2. Validate – OpenGov works with the Customer to confirm requirements and review initial configurations.

3. Configure – OpenGov completes system configuration as outlined in this SOW.

4. Train – OpenGov provides training to system administrators and/or end users, as applicable.

5. Launch – OpenGov provides post-go-live support and transitions the Customer to OpenGov’s Customer Success Team.

Each implementation is structured around these phases. Deliverables, sign-offs, and completion criteria are aligned to the relevant phase.

Budgeting & Performance

Use Cases Build for Budgeting & Performance:
● Operating Budget
● Workforce Planning
● Budget Book Publication
● B&P Integration
● Capital Budgeting
● Strategic Initiatives
● Reporting & Transparency

2 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 Initiate
Provisioning Budget & Performance

OpenGov will:
● Provision Customer’s OpenGov entity and verify Customer has access to all purchased modules.

Customer will:
● Confirm access to entity and modules.

Completion Criteria
● Customer verifies access to the site.

Validate
Technical Project Review
OpenGov will:
● Provide up to one (1) one-hour working sessions at the beginning of the project to:
o Review deliverables
o Review technical requirements
o Provide documentation on requirements and processes
OpenGov Assumptions:
● Customer will provide relevant data within two (2) weeks immediately following the kick-off meeting.

Customer will:
● Identify relevant participants for attendance.
● Confirm deliverables.
● Gather and provide relevant data for the project.

Completion Criteria
● Customer sign-off on the project plan.

Configure
Chart of Accounts (COA)
OpenGov will:
● Build Customer's COA in OpenGov in accordance with OpenGov technical requirements.
● Review configured COA and uploaded data and provide training to Customer on how to:
o Manage new codes
o Edit COA
o Create Masks

3 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 Customer will:
● Provide current COA and transactional data.
● Validate and provide sign off on COA.
● Maintain the COA following configuration.

Completion Criteria
● Customer sign-off that the Chart of Accounts has been configured.

Operating Budget
OpenGov will:
● Configure one (1) Budget instance.
● Configure budget proposal based on a Segment of the Chart of Accounts. ● Train and assist on the modification of the configuration. ● Configure and upload Customer’s base budget file into OpenGov budget instance.
● Configure OpenGov Budget Proposals and Worksheets for Departments in the base budget file based on the agreed upon structure. ● Review configured OpenGov Budget and provide training to Customer on how to:
o Create new Proposals and Worksheets
o Manage Budgets
Customer will:
● Provide a current budget.
● Validate Budget Proposals and Worksheets.
● Signoff on Budget Proposals and Worksheets.

Completion Criteria
● Customer sign-off that Operating Budget proposals and worksheets have been configured.

Capital Budget
OpenGov will:
● Configure one (1) Budget instance.
● Configure and upload Customer’s base budget file into OpenGov budget instance.
● Configure proposals and worksheets for Capital Projects in the base budget file based on the agreed upon structure.
● Review configured OpenGov Budget and provide training to Customer on how to:
o Create new Proposals and Worksheets
o Manage Budgets
Customer will:
● Provide a current budget.
● Validate and provide signoff on Budget Proposals.

Completion Criteria

4 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 ● Customer sign-off that Capital Budget proposals and worksheets have been configured.

Workforce
OpenGov will:
● Provide cost elements based on Customer’s existing personnel forecast to workforce document as per OpenGov’s best practices.
● Review configured OpenGov Workforce Plan and provide training to Customer on how to:
o Create Cost Elements
o Populate and upload the Position Template
Customer will:
● Provide Position calculations and tables.
● Populate the Position Template and upload the completed template into OpenGov.
● Validate and provide signoff on the Workforce Plan calculations. ● Maintain the Workforce Plan and data once configured.

Completion Criteria
● Customer sign-off that the Workforce Plan has been configured.

Reporting
OpenGov will:
● Set up one (1) export and Dataset View to enable OpenGov Budget Reports for the Operating and Capital Budget(s).
● Configure up three (3) standard reports using the customer’s integrated financial data:
o Annual
o Budget to Actuals
o Transactions
● Configure up to four (4) Operating Budget Reports using OpenGov budget data:
o Milestones
o Development
o Fund Balance Projections
o Categories*
● Configure up to two (2) Capital Budget Reports using OpenGov budget data:
o Development
o Effect on Operating
● Review configured OpenGov Reports and provide training Customer on how to:
o Export Budget Data for use in OpenGov Reports.
o Create new Reports

5 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 o Manage Reports
o Share Reports

*Budget Categories report is only available to customers using a zero-based budget.

Customer will:
● Validate and provide sign-off of Reports.
● Maintain the Reports once configured.
● Map OpenGov Budget export to Customer ERP import format.

Completion Criteria
● Customer sign-off that Reports have been configured.

Budget Book Publication
OpenGov will:
● Deliver the following Online Budget Book deliverables for use with the completion of the first OpenGov Budget development.
○ Based on best practices, build out the look and feel of six (6) Standard OBB Templates:
■ Home Page
■ Generic (multi-use)
■ Operating
■ Department
■ Capital
■ Capital Project
○ Using the above standard templates, create up to 100 total Project and/or Department page shells.
○ Create an Annual Budget Report and FTE Report using
OpenGov Budget data and Report Views to use in Department and Project OBB Story Shells.
○ Provide up to ten (10) one-hour working sessions to answer Customer questions on OBB Configuration
Customer will:
● Provide logo and branding colors to OpenGov.
● Create any additional OBB Reports, Report Views, and OBB Stories required by the Customer
● Add all content to Stories including:
○ Narrative
○ OpenGov Report Views
○ Images
○ Data not in OpenGov

6 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 ● Attend working sessions to get answers on OBB questions. ● Make Stories public and Publish OBB.

Completion Criteria
● Customer sign-off that the Budget Book Publication templates are configured.

Financial Integration
OpenGov will:
● Set up a SFTP and Sample File Format.
● Integrate the following functionalities:
o General Ledger, Project Ledger Actuals and Budget (Revenue and Expenses)
● Extract, transform (when required) and load the data. ● Build Validation Reports for Budget and Actuals.
● Validate the historical data and current year data based on the Customer provided summary report.
● Schedule the current year data load.
● Monitor the data load.

OpenGov assumptions:
● Integration is unidirectional from the Customer’s Central Square into OpenGov.
● The data will be linked to the Customer’s COA.

Customer will:
● Provide an IT resource to assist the project team in the initial set-up. ● Provide assistance to understand source system specific customizations and configurations when building the data extract.
● If OpenGov is unable to access the data per requirements, provide .csv data files via OpenGov SFTP Location.
● Any charges for the data from the ERP system will be the customer's responsibility.
● Broker OpenGov’s access to Customer’s source accounting data if hosted by any third vendor.
● Provide a summary export data to validate against.
● Validate and provide sign off on the integrated data and reports. ● Changes to the underlying data after project closure will be the responsibility of the customer to update.
● Maintenance of the integration file on an ongoing basis is the responsibility of the customer.

Completion Criteria
● Customer sign-off that the Integration has been configured.

7 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026

Train

Budgeting & Planning Working Sessions

OpenGov will:
● Per the agreed upon Project Plan, schedule working sessions with Customer’s system administrators to:
○ Review configurations;
○ Provide training on system functionality;
○ Gain feedback; and
○ Answer questions regarding configured system functionality.

Customer will:
● Per the agreed upon Project Plan, attend working sessions to:
○ Understand configurations;
○ Gain training on system functionality;
○ Give feedback; and
○ Ask questions regarding configured system functionality Completion Criteria
● Budgeting & Performance Working Sessions have been conducted.

Reporting & Transparency Administrator Training

OpenGov will:
● Provide training to Customer system administrators on how to:
○ Maintain the Chart of Accounts
○ Upload and manage data for reporting
○ Create and share Reports, Dashboards, Stories, and Topics.

Customer will:
● Identify relevant participants and attend scheduled training sessions.

Completion Criteria
● Reporting & Transparency Administrator Training has been conducted.

Budget and Workforce Administrator Training
OpenGov will:
● Provide up to ten (10) hours of training to Customer system administrators on how to:
○ Create and manage Budgets

8 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 ○ Prepare to set up Next Year’s Budget
○ Create and manage Workforce Plans including Cost Elements and Position Upload Templates
○ Export Budget Data for use in OpenGov Reports.

Customer will:
● Identify relevant participants and attend scheduled training sessions.

Completion Criteria
● Budget & Workforce Training has been conducted.

Publication Training

OpenGov will:
● Provide one (1) 60- Minute System Training designed for OBB Administrators on how to:
○ Use and copy OBB Templates
○ Add Reports Views to Stories
○ Add Customer content including: narrative, images, and external data to Stories
○ Publish Stories
○ Update and maintain Stories
Customer will:
● Identify relevant participants and attend scheduled training sessions.

Completion Criteria
● Publication Training has been conducted.

End-User Training

OpenGov will:
● Provide three (3), 60-Minute training session(s) to Customer’s Internal Users on how to:
○ Navigate OpenGov Budgets and Reports
○ How to enter Budget data
○ How to run and use reports
Customer will:
● Identify relevant participants and attend scheduled training sessions.

Completion Criteria
● End User Training has been conducted.

Launch

HyperAdopt

9 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026

OpenGov will:
● Provide up to eight (8) hours of working sessions to answer any questions following solution acceptance.

Customer will:
● Identify issues and attend sessions.

Completion Criteria
● Customer sign-off that the project has been completed.

10 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 Exhibit 2: Technical Requirements

Budgeting & Performance Technical Requirements
Chart of Accounts
● Flat file
● .csv, .xls, .xlsx with headers
● Active Accounts and Accounts with activity in the years of data being loaded into OpenGov.

Financial Data Files (Transactional Export)
● Flat file
● .csv, .xls, .xlsx with headers
● 3-5 Years of Data

Financial Data Files (Summary Revenue and Expense Export) ● PDF export

Current Budget
● Flat file
● .csv, .xls, .xlsx with headers
● Operating Budget

Personnel Calculations and Tables
● PDF, Word, csv, .xls, .xlsx with headers

Logo Image
● .jpg or .png format
● Transparent

Branding Guidelines
● Hex codes

11 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026

EXHIBIT B

ORDER FORM

12 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026

OpenGov Inc.
660 3rd Street, Suite 100
San Francisco, CA 94107
United States

Order Form Number: Q-08290 Prepared By: Phil Fischer Created On: 02/04/2026 Email: [email protected] Order Form Expiration: 02/28/2026 Contract Term: 40 Months Subscription Start Date: 03/01/2026
Subscription End Date: 06/30/2029
Customer Information:

Customer: City of Vallejo, CA Contact Name: Rachel Bean Bill To/Ship To: 555 Santa Clara Street Email: [email protected] Vallejo, California Phone:
94590
United States

Order Details:

Billing Frequency: Prepaid
Payment Terms: Net 30 Days

SOFTWARE SERVICES:

Product Name Start Date End Date Annual Fee
Budgeting & Planning 03/01/2026 06/30/2026 $36,581.14
Budgeting & Planning 07/01/2026 06/30/2027 $115,230.55
Budgeting & Planning 07/01/2027 06/30/2028 $120,992.09
Budgeting & Planning 07/01/2028 06/30/2029 $127,041.68

13 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 PROFESSIONAL SERVICES:

Product Name Start Date Description Fee
Professional Services
Deployment - Prepaid 03/01/2026 Custom Deployment from OpenGov Professional Services team. Scope-dependent. $59,875.20

Professional Services Total: $59,875.20

Customer Billing/Service Periods:

Period: Total:
03/01/2026 $96,456.34
07/01/2026 $115,230.55
07/01/2027 $120,992.09
07/01/2028 $127,041.68

Order Form Legal Terms:

This Order Form incorporates the OpenGov Master Services Agreement ("MSA") attached here or available at https://opengov.com/terms-of-service/master-services- agreement/.

The "Agreement" between OpenGov and the entity identified above ("Customer") consists of the Order Form, MSA, and, if Professional Services are purchased, the Statement of Work.

Unless otherwise specified above, fees for the Software Services and Professional Services shall be due and payable, in advance, 30 days from receipt of the invoice.

By signing this Agreement, Customer acknowledges that it has reviewed, and agrees to be legally bound by the Agreement. Each party’s acceptance of this Agreement is conditional upon the other’s acceptance of the Agreement to the exclusion of all other terms

14 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026

EXHIBIT C

INSURANCE REQUIREMENTS

OpenGov shall procure and maintain for the duration of this Agreement, including any extensions thereto, insurance against claims for injuries to people or damages to property which may arise from or in connection with the performance of services hereunder by the OpenGov, their agents, representatives, or employees or subcontractors.

1. Minimum Limits of Insurance. OpenGov shall maintain limits no less than:

A. General Liability: $2,000,000 per occurrence for bodily injury, personal injury, and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

B. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

C. Workers’ Compensation and Employer’s Liability: $1,000,000 per accident for bodily injury or disease. If OpenGov is not subject to California Workers’ Compensation requirements, OpenGov shall file a completed certificate of exemption form which may be obtained from the City prior to commencing any activity authorized hereunder.

D. Technology Errors and Omissions: $1,000,000 combined single limit per claim.

2. Other Insurance Provisions. The general liability and automobile liability policies, as can be provided, are to contain, or be endorsed to contain, the following provisions:

A. The City of Vallejo, its officers, officials, employees, agents and volunteers are to be covered as additional insureds as respects; liability, including defense costs, arising out of activities performed by or on behalf of the OpenGov; products and completed operations of the OpenGov; premises owned, occupied or used by the OpenGov; or automobiles owned, leased hired or borrowed by the OpenGov. The coverage shall contain no special limitations on the scope of protection afforded to the City of Vallejo, its officers, officials, employees, agents or volunteers. The insurance is to be issued by companies licensed to do business in the State of California.

B. For any claims related to this project, the OpenGov’s insurance coverage shall be primary insurance as respects the City of Vallejo, its officers, officials,

15 OpenGov Master Services Agreement City of Vallejo, CA | Revised February 4, 2026 employees, agents, and volunteers. Any insurance or self-insurance maintained by the City of Vallejo, its officers, officials, employees, agents, or volunteers shall be excess of the OpenGov’s insurance and shall not contribute with it.

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

D. The OpenGov’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

E. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled or not renewed except after thirty (30) days’ prior written notice has been given to the City.

F. The workers’ compensation and employer’s liability policy required hereunder shall be endorsed to state that the workers’ compensation carrier waives its right of subrogation against City, its officers, officials, employees, agents and volunteers, which might arise by reason of payment under such policy in connection with OpenGov’s performance under this Agreement.

3. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A-:VII.

4. Verification of Coverage. OpenGov shall furnish the City with certificates of insurance and original endorsements effecting general and automobile liability insurance coverage required by this clause. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.

5. Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all the requirements stated herein.

6. Payment Withhold. City will withhold payments to Consultant if the certificates of insurance and endorsements required in Paragraph F, above, are canceled or Consultant otherwise ceases to be insured as required herein.

CITY OF VALLEJO, CALIFORNIA

FINANCE DEPARTMENT

REQUEST FOR PROPOSALS FOR

COMPREHENSIVE BUDGET

SOFTWARE PLATFORM AND

RELATED SERVICES

RFP Issued August 26, 2025
Proposals Due
October 13, 2025 by 5:00 p.m.

Must be submitted through the City of Vallejo’s
PlanetBids Vendor Portal
(see detailed instructions in RFP)

TABLE OF CONTENTS

NOTICE INVITING PROPOSALS TO PROVIDE COMPREHENSIVE BUDGET SOFTWARE PLATFORM AND RELATED SERVICES .................................................. 2 PART 1 – GENERAL INFORMATION ............................................................................. 2 A. INTRODUCTION ...................................................................................................... 2 B. PUBLIC INFORMATION .......................................................................................... 3 PART 2 – SCOPE OF SERVICES .................................................................................. 3 A. PROJECT INITIATION & GOVERNANCE ............................................................... 3 B. PLATFORM FEATURES & CORE MODULES ........................................................ 3 C. DATA INTEGRATION & WORKFLOW .................................................................... 4 D. COMPLIANCE & SUPPORT .................................................................................... 4 PART 3 – FORMAT OF PROPOSAL .............................................................................. 5 A. TRANSMITTAL LETTER WITH EXECUTIVE SUMMARY ....................................... 5 B. PERSONNEL, QUALIFICATIONS, & REFERENCES ............................................. 5 C. APPROACH, SCOPE, &TIMELINE .......................................................................... 5 D. FEE PROPOSAL ..................................................................................................... 5 PART 4 – PROPOSAL REQUIREMENTS & INSTRUCTIONS ....................................... 6 A. TIMETABLE ............................................................................................................. 6 B. EVALUATION CRITERIA ......................................................................................... 8 PART 5 – TERMS & CONDITIONS ................................................................................ 8 ATTACHMENT 1 ........................................................................................................... 11 SAMPLE CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT .............. 11 EXHIBIT A SCOPE OF WORK ................................................................................... 1 EXHIBIT B COMPENSATION .................................................................................... 1 EXHIBIT C INSURANCE REQUIREMENTS .............................................................. 1

NOTICE INVITING PROPOSALS TO PROVIDE

COMPREHENSIVE BUDGET SOFTWARE PLATFORM AND

RELATED SERVICES
The City of Vallejo (referred to hereafter as “City”) is requesting proposals for Comprehensive Budget Software platform and related services as described in the attached RFP. The intent of this RFP is to use the services of the selected budget software firm to evaluate all cost of services provided and examine whether a reasonable relationship exists between the cost of providing services and current service fees, while ensuring compliance with applicable statutory requirements. However, any agreement between the City and the proposer shall not be an exclusive contract, nor shall the contract preclude the City of Vallejo from obtaining services from any other qualified budget software firm, at the discretion of the City. The City reserves the right to mo dify the activities, timeline, or any other aspect of the process at any time, as deemed necessary.

All proposals must be submitted electronically through the City of Vallejo’s PlanetBids Vendor Portal by no later than 5:00 PM PST, Thursday October 13, 2025. No proposals will be accepted after that date and time.

Requirement to Meet All Provisions. Each person or firm submitting a proposal (proposer) shall meet all the terms and conditions of this Request for Proposals (RFP) specifications package. By virtue of its proposal submittal, the proposer acknowledges agreement with and acceptance of all provisions of the RFP specifications.

Upon delivery, each proposal will be subject to all applicable open records laws, including but not limited to, the California Public Records Act. The City of Vallejo makes no assertions that it can or will hold any information provided to it in confidence. Firms submitting proposals agree to hold the City of Vallejo harmless if such information is released, knowingly or not.

The City of Vallejo encourages the participation of small businesses, minority -owned businesses, and women-owned businesses.

Thank you for your interest.

PART 1 – General Information
A. INTRODUCTION
The City of Vallejo (City) invites qualified budget software firms ("Proposers”) to submit proposals for providing a comprehensive budget software platform and services related thereto to the City based upon the scope of work contained in this Request for Proposals (RFP).

The City of Vallejo, a charter city located in Solano County, was incorporated in 1868 and has a population of approximately 125,000 residents. The City operates under a Council- Manager form of government in which the City Manager recommends policy, progra m, and budget priorities to the City Council, who in turn develops legislation and policies to

direct the City. The City provides a wide range of municipal services, including public safety (police and fire protection), a municipal water system, street maintenance and other public works infrastructure functions, housing assistance, golf courses, planning, building inspection, public marina, and general administration.

The City of Vallejo will not reimburse Proposers for any expenses incurred in preparing proposals in response to this request or for attending any meetings or conferences related hereto.

The final award will not be based solely on price but a combination of price and evaluation of the suitability of the budget platform for the City and the services offered.

B. PUBLIC INFORMATION
All proposals submitted and information included therein or attached thereto shall become public records upon their delivery to the City of Vallejo. The City of Vallejo reserves the right to retain all proposals submitted and to use any ideas in proposals regardless of whether that proposal is selected.

PART 2 – SCOPE OF SERVICES
This section sets forth an outline of the services which the City anticipates the successful Proposer to perform. The outline will be used to compare proposals. The precise scope of services to be incorporated into the service agreement will be based upon the RFP as well as the responses prepared by the Proposers and may be subject to negotiations between the City and the successful Proposer.

The requested comprehensive budget software platform and related services may include, but are not necessarily limited to, the following:

A. PROJECT INITIATION & GOVERNANCE

1. Lead a kickoff workshop with City staff for alignment on scope, timeline, roles, risks, and deliverables.

2. Deliver a detailed project plan with milestones, resource assignments, dependencies, and mitigation strategies.

B. PLATFORM FEATURES & CORE MODULES

1. Browser based, mobile responsive interface (WCAG 2.1 AA)

2. Automated GFOA award aligned digital Proposed and Adopted Budget Book alongside a public Budget Explorer featuring filterable charts, maps and downloadable PDF/Excel summaries

3. Generation of Proposed and Adopted budget book

4. Role based access controls to separate internal workflows from public views

5. Operating Budget: fund/department/program hierarchies mapped to Vallejo’s chart of accounts

6. Personnel Budgeting: position level FTE tracking, classification costing, vacancy savings modeling and salary and benefit projections

7. Revenue and expenditure projections

8. Forecasting: The software should provide predictive analytics to assist in financial forecasting for current and long term financial needs.

9. Scenario Analysis: Ability to model different budget scenarios based on varying assumptions.

10. Performance Management: The software must facilitate tracking of performance metrics against budgeted values.

11. CIP Management: lifecycle costing, funding source tracking, interactive schedule visualizations

12. Optional benchmark comparisons with other cities

13. Optional automated submission of award
C. DATA INTEGRATION & WORKFLOW

1. Realtime or scheduled transfer to and from Central Square.

2. Two-way Excel, Word, and Visio integration for bulk data and narrative updates and pictures

3. Centralized, auditable repository with version history, changelogs, and user action timestamps

4. Preconfigured dashboards (fund level summaries, revenue vs. expenditure, CIP forecasts)

5. Ad-hoc, drag and drop query builder with drill down to transaction detail

6. Multiyear budget to actual and trend analyses with customizable date ranges

7. Configurable approval routing (department
→ Finance Director→ City Manager)

8. Draft versioning with side by side redlines and archival of superseded documents

9. Automated reminders and milestone tracking notifications

10. Supports automated account synchronization from Central Square to budget software upon creation
D. COMPLIANCE & SUPPORT

1. Outputs aligned with GFOA Distinguished Budget Award criteria and GASB standards

2. Audit readiness via exportable logs, California compliant data retention policies

3. Role based permissions, data encryption (in transit/at rest), periodic vulnerability assessments

4. Train the trainer and role-based end user sessions (on site or virtual)

5. Provide comprehensive user manuals, admin guides, and integration specs

6. Defined SLAs for support response/resolution, quarterly updates, and annual roadmap planning

7. Offer regular updates, maintenance patches, and upgrades to ensure the solution remains current and secure.

PART 3 – FORMAT OF PROPOSAL
The purpose of the proposal is to demonstrate the qualifications, competence, and capacity of the Proposer to provide the budget software platform and related services described in this RFP. The Proposer should demonstrate the qualifications of the Firm and of the staff to be assigned to the City. Responses to this solicitation should contain the following information:

A. TRANSMITTAL LETTER WITH EXECUTIVE SUMMARY
The letter should address the Proposer's willingness and commitment, if selected, to provide the services, and why the Proposer believes it should be selected. The letter should be signed by the responsible person who will be assigned to the City's account.

B. PERSONNEL, QUALIFICATIONS, & REFERENCES
Provide names, qualifications, proposed roles, office location(s), and availability of the principal personnel who would be assigned to perform the services described in this RFP must be provided. Identify the primary person(s) who would be responsible for managing the relationship with the City.

State the Firm ’s qualifications and provide the names and contact information for individuals from a minimum of three (3) municipal entities for which the Firm has provided similar services, who would be willing to serve as references for the Firm and the individuals who would provide services to the City. The City reserves the right to contact any organizations or individuals listed.

C. APPROACH, SCOPE, &TIMELINE
Provide a proposed approach and projected timeline to conduct and complete the steps in the Scope of Services. Briefly describe the methodology and organizational approach the firm would use to assist the City, including critical elements and special methodologies that would be used to ensure that City objectives are satisfied.

D. FEE PROPOSAL
The Fee Proposal shall include the basis/bases of compensation for services rendered. If it is hourly, provide a schedule of rates for the personnel proposed to be involved in the engagement. If fixed, indicate the amount for the service. If transaction based, indicate the rate structure. If other types of compensation are proposed,

provide enough information to enable evaluation of the cost for the specified services.

Specify what costs, if any, are to be reimbursed.

PART 4 – PROPOSAL REQUIREMENTS & INSTRUCTIONS
The City has developed a timeline for the RFP that considers the amount of effort required for the proposers to respond and satisfactory time for the City to carefully review the responses and ensure each proposal is reviewed thoroughly on its merits and c ost efficiency. The City reserves the right to alter the schedule at any time. Detailed below are the steps of the submission and review process.

A. TIMETABLE

DATE ACTIVITY
August 26, 2025 Release RFP to potential proposers
September 22, 2025 Deadline for Submission of Questions September 29, 2025 Responses to Questions distributed/published October 13, 2025 Proposals due from potential proposers Week of October 27,
2025 Presentations/interviews by finalist firms
October 30, 2025 Selection of Comprehensive Budget Software Platform and related services Provider
November 18, 2025 City Council Approval/Award of Contract (if applicable)

The above dates are tentative and are subject to change, as necessary.

1. Deadline for Submission of Questions
All questions or requests for clarification about this RFP should be submitted by email by 5:00 p.m. Pacific Time, on or before September 22, 2025, to the following address: [email protected]. The City will provide written responses to questions from prospective Proposers no later than September 29, 2025.

Answers to questions received will also be posted online at http://www.ci.vallejo.ca.us/city_hall/departments___divisions/finance/finance_ document_library/. It is the proposer’s responsibility to ensure that they access and review any questions and answers posted. The City is not responsible for notifying individual potential bidders of the availability of questions and answers beyond this notice.

The City may post Addendums to the RFP online at the City’s website (http://www.ci.vallejo.ca.us/city_hall/departments_divisions/finance/finance_d ocument_library/). It is the potential proposer’s responsibility to access any addendums and ensure that stated requirements are met.

2. Proposal Due Date, Time & Location
 Due Date: October 13, 2025
 Time: 5:00 P.M. PST
 Location: Proposals must be submitted electronically through the City of Vallejo’s PlanetBids Vendor Portal:
https://vendors.planetbids.com/portal/42510/portal-home Any proposals received after the time set forth herein will not be considered.

The proposal must be signed in the name of the proposing firm or individual and must bear the signature of a person authorized to sign the proposal.

Include the primary office address, the office telephone number, and email address of the firm representative qualified to answer questions that may arise during the review process.

3. Proposal Review & Notification
A City of Vallejo budget software services review committee (the “Committee”) will evaluate all proposals which were accepted. The Committee reserves the right to reject any and/or all proposals if it is in the best interests of the City to do so. It is anticipated that the proposal review process will be completed by October 22, 2025. Those firms which have been selected for further consideration will be notified of an interview date (tentatively scheduled for the week of October 27, 2025). The review process may take longer than anticipated and the City is not bound by the anticipated review completion date.

Upon completion of the review of the proposals, the Committee reserves the right to negotiate the final terms and conditions with the proposer selected by the Committee. In the event the City is unable to execute a contract with that proposer, the City reserves the right to negotiate with the proposer submitting the next best proposal, without completing a new proposal process.

4. Contract Approval/Award Date
Award of a contract for comprehensive budget software services will take place tentatively in November 18, 2025, upon approval by the City of Vallejo City Council. The contract shall become effective immediately upon execution by all parties.

B. EVALUATION CRITERIA
All responses will be evaluated based on the information requested herein.

The evaluation criteria will include, but not be limited to the following: (in random order):

1. Company Qualifications, Experience, & References
The firm’s experience in providing services to the public sector as well as dedicated resources and personnel.

2. Client Relationship Manager & the Team
Firm staff is experienced and qualified. Firm provides single staff contact for comprehensive budget software platform services.

3. Ability to Provide Required Services & Meet All Requirements of This RFP Firm must show the firm’s capability to provide the required services.

4. Cost of Services
Firm provided easily understood and competitive fee schedule.

5. Social Responsibility (Recent & Pending Enforcement Actions, Consumer Practices)
Firm’s commitment to corporate social responsibility and good consumer practices.

The City will utilize the above evaluation criteria as a general guideline for the evaluation of the responses to this RFP. However, the final decision to award a contract will be based upon many factors. No single factor will determine the final decision to award.

The City will consider only those proposals which have been considered responsive to this RFP. Any proposal which fails to meet the requirements of this RFP will be considered non- responsive and may be rejected. The City may also contact the Proposer’s references, contact any Proposer to clarify any response, contact any current users of a Proposer’s services, solicit information from any available source concerning any aspect of a proposal, and seek and review any other information deemed pertinent to the evaluation process. The City shall not be obligated to accept the lowest priced proposal but shall recommend the proposal that is the most qualified, responsive and cost -effective proposal and in the best interest of the City.

PART 5 – TERMS & CONDITIONS
During the performance of the work, the Proposer agrees as follows:

1. The Proposer will not discriminate against any employee or applicant for employment because of race, religion, color, sex, disability, or national origin except where religion, sex, disability, or national origin is a bona fide occupational

qualification reasonably necessary to the normal operation of the Proposer. The Proposer agrees to post in a conspicuous place, available to employees and applicants for employment, notices setting forth provisions on this nondiscrimination clause.

2. The Proposer, in all solicitations or advertisements for employees placed by or on behalf of the Proposer, will state that such Proposer is an equal opportunity employer.

3. Notices, advertisements, and solicitations placed in accordance with federal law, rule or regulation will be deemed sufficient for the purpose of meeting the foregoing requirements.

4. The Proposer, by signing the proposal, certifies that it does not and will not during the performance of the work violate the provisions of the Federal Immigration Reform and Control Act of 1986, which prohibits employment of undocumented immigrants.

Upon approval by the Vallejo City Council, the contract with the Proposer will be for an initial term of three (3) years, terminable without cause by either party at any time upon thirty (30) days' prior written notice.

The City of Vallejo reserves the right to request clarification and additional information from respondents.

The City of Vallejo reserves the right to reject all proposals and to select the proposal that, in its best judgment, best accomplishes the purpose of the request.

All proposals are subject to the provisions of the California Public Records Act, California Government Code section 6250 et seq., and any information submitted with a response is a public record subject to disclosure to a member of the public upon request.

All proposals submitted and information included therein or attached thereto shall become public records upon their delivery to the City of Vallejo. The City of Vallejo reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether that proposal is selected.

Any cost incurred by the Proposer in preparation, transmittal, presentation of any proposal or material submitted in response to this RFP shall be borne solely by the Proposer. Any cost incurred by the Proposer for set up and demonstration or for interviews shall be borne solely by the Proposer.

The City reserves the right to request Best and Final Offers from any or all Proposers.

This will be the only opportunity to amend or modify proposals based on feedback from the City. Information from competing proposals will not be disclosed to other Proposers prior to submission of a Best and Final Offer.

This agreement shall be awarded to the Proposer or Proposer whose proposal is best qualified, taking into consideration the evaluation factors. The most qualified proposal may or may not have received the most points or be the lowest cost proposal. Proposers will be notified when the award is being made, or an award recommendation goes to the City Council for approval.

The City of Vallejo reserves the right to:
 Reject any and/or all Proposals received.
 Issue a subsequent RFP.
 Cancel the entire RFP.
 Remedy technical errors in the RFP process.
 Negotiate with any, all or none of the respondents to the RFP.  Accept the written Proposal as an offer.
 Waive informalities and irregularities in any proposal.  Accept one or more Proposals.

In addition, the City of Vallejo reserves the right, during the negotiation process, to adjust the scope of services, alter the method and time frame for completion of services, and/or alter the costs of the services so long as the changes are mutually agr eed upon and are in the best interests of the city.

This RFP does not commit the City of Vallejo to enter a Contract, nor does it obligate the City to pay any costs incurred in preparation and submission of Proposals or in anticipation of a Contract.

ATTACHMENT 1

SAMPLE CONSULTANT AND PROFESSIONAL SERVICES

AGREEMENT
If a contract is awarded, the selected Firm(s) will be required to adhere to a set of general contract provisions which will become a part of any formal agreement. These provisions are general principles which apply to all contractors/service providers to the City of Vallejo.
-----------------------------------
This Consultant and Professional Services Agreement ("Agreement") is made at Vallejo, California, dated for reference this _____ day of October, 2025, by and between the City of Vallejo, a municipal corporation ("City"), and ________________________, hereinafter referred to as “Consultant”, who agree as follows:

1. Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide the City professional services as specified in Exhibit A, entitled “Scope of Work.”

2. Payment. City shall pay Consultant for services rendered pursuant to this Agreement at the times and in the manner set forth in Exhibit B, entitled “Compensation.” The payments specified in Exhibit B shall be the only payments to be made to Consultant for services rendered pursuant to this Agreement.

3. Facilities and Equipment. Consultant shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement.

4. Indemnification. Consultant shall indemnify, hold harmless, and defend City, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, consultant’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with Consultant’s operations, or any subcontractor’s operations, to be performed under this agreement for Consultant’s or subcontractor’s tort negligence including active or passive, or strict negligence, including but not limited to personal injury including, but not limited to bodily injury, emotional injury, sickness or disease, or death to per sons and/or damage to property of anyone, including loss of use thereof, caused or alleged to be caused by any act or omission of Consultant, or any subcontractor, or anyone directly or indirectly employed by any of them or anyone for the full period of ti me allowed by the law, regardless to any limitation by insurance, with the exception of the sole negligence or willful misconduct of the City.

Consultant shall also indemnify, hold harmless, and defend City, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all

claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, consultant’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with Consultant’s operations, or any subcontractor’s operations, related to costs or benefits associated with California Public Employment Retirement System (CalPERS) membership where Consultant supplies a CalPERS member who CalPERS determines is subject to enrollment.

The provisions of this Section are not limited by the insurance provisions of this Agreement.

The provisions of this section shall survive the completion of services, expiration or termination of this Agreement.

5. Insurance Requirements. Consultant agrees to comply with all the Insurance Requirements set forth in Exhibit C, entitled “Insurance Requirements for Consultant”.

Failure to maintain required insurance always shall constitute a default and material breach.

6. Accident Reports. Consultant shall immediately report (as soon as feasible, but not more than 24 hours) to the City Risk Manager any accident or other occurrence causing injury to persons or property during the performance of this Agreement. The report shall be made in writing and shall include, at a minimum: (a) the names, addresses, and telephone numbers of the persons involved, (b) the names, addresses, and telephone numbers of any known witnesses, (c) the date, time, and description of the accident or other occurrence.

7. Conflict of Interest. Consultant warrants and represents that to the best of its knowledge, there exists no actual or potential conflict between Consultant’s family, business, real property or financial interests and the services to be provided under this Agreement. Consultant shall comply with the City of Vallejo Conflict of Interest Code and not enter into any contract or agreement during the performance of this Agreement which will create a conflict of interest with its duties to City under this Agreement. In the event of a change in Consultant’s family, business, real property, or financial interests occurs during the term of this Agreement that creates an actual or potential conflict of interest, then Consultant shall disclose such conflict in writing t o City. Every individual who performs services on behalf of Consultant pursuant to this Agreement must file a full Statement of Economic Interests (also known as Form 700) with the City Clerk if the work of the individual involves making a governmental dec ision whether to issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement; authorizes the City to enter into, modify, or renew a contract; grants City approval of specifications for a contract; adopts or approves for the City any policy, standard or guideline; lobbies on behalf of the City, or performs the same or substantially all the same duties for the City that would otherwise be performed by an individual holding a position specified in the City’s Conflict of Interest Code.

8. Independent Contractor. Consultant is an independent contractor. Neither

Consultant nor any of Consultant’s officers, employees, agents, or subcontractors, if any, is an employee of City by virtue of this Agreement or performance of any services pursuant to this Agreement. City shall have the right to control Consultant only insofar as the results of Consultant’s services rendered pursuant to this Agreement; however, City shall not have the right to control the means by which Consultant accomplishes services pursuant to this Agreement.

9. Licences, Permits, Etc. Consultant represents and warrants to City that all consultant services shall be provided by a person or persons duly licensed by the State of California to provide the type of services to be performed under this Agreement and that Consultant has all the permits, qualifications and approvals of whatsoever nature which are legally required for Consultant to practice its profession. Consultant represents and warrants to City that it shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals which are legally required for Consultant to practice its profession.

10. Business License. Consultant, and its subcontractors, has obtained or agrees to apply prior to performing any services under this Agreement to City’s Finance Department for a business license, pay the applicable business license tax and maintain said business license during the term of this Agreement. The failure to obtain such license shall be a material breach of this Agreement and grounds for termination by City. No payments shall be made to Consultant until such business license(s) has been obtained.

11. Standard of Performance. Consultant shall provide products and perform all services required pursuant to this Agreement in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised und er similar conditions by a member of Consultant’s profession currently practicing in California.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work, including without limitation applicable federal, state, and local laws and regulations, and all other contingencies or considerations.

Consultant’s responsibilities under this section shall not be delegated. Consultant shall be responsible to City for acts, errors, or omissions of Consultant’s subcontractors.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work and shall prepare plans, reports, and/or other work products in such a way that additional costs will not be incurred beyond a project budget approved or amended by the City Manager or their designee.

Whenever the scope of work requires or permits review, approval, conditional approval or disapproval by City, it is understood that such review, approval, conditional approval or disapproval is solely for the purposes of administering this Agreement and determining whether the Consultant is entitled to payment for such work, and not be construed as a

waiver of any breach or acceptance by the City of any responsibility, professional or otherwise, for the work, and shall not relieve the Consultant of responsibility for complying with the standard of performance or laws, regulations, industry standards, or from liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of Consultant.

12. Force Majeure. Neither party shall be considered in default of this Agreement to the extent performances are prevented or delayed by causes or circumstances beyond either party’s reasonable control, such as war, riots, strikes, lockouts, work slowdown or stoppage, acts of God, such as floods or earthquakes, and electrical blackouts or brownouts.

If the Consultant is unable to meet the completion date or schedule of services, Consultant shall immediately inform the City Representative of this in writing. If additional time is required to perform the work, the City Representative may adjust the schedule.

13. Time is of the Essence. Time is of the essence in this Agreement. Any reference to days means calendar days, unless otherwise specifically stated.

14. Personnel. Consultant agrees to assign only competent personnel according to the reasonable and customary standards of training and experience in the relevant field to perform services under this Agreement. Failure to assign such competent personnel shall constitute grounds for termination of this Agreement.

The payment made to Consultant pursuant to this Agreement shall be the full and complete compensation to which Consultant and Consultant’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither Consultant nor Consultant’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. The City will not make any federal or state tax withholdings on behalf of Co nsultant. The City shall not be required to pay any workers' compensation insurance on behalf of Consultant.

Consultant shall pay, when and as due, all taxes incurred because of Consultant’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

15. General Prohibition on Assignment of CalPERS Members and Annuitants.

Consultant shall not hire, employ, or use, as an employee, subcontractor or agent of Consultant (Assigned Individual) any California Public Employment Retirement System (CalPERS) member or annuitant in connection with the provision of services under this Agreement. Nor shall Consultant allow any of its subcontractors, agents, or other representatives to employ CalPERS members or annuitants for the purpose of performing work under this Agreement. Failure to comply with the provisions of this section shall constitute a material breach of Consultant’s obligations under this Agreement and shall be grounds for termination.

The City Manager and the Human Resources Director may together approve an exception which they determine either: (i) meets the requirements of CalPERS relating to Independent Contractors; or (ii) where such Assigned Individual who is an Annuitant, has not, and will not, exceed 960 total hours in a fiscal year (July 1 to June 30) for all CalPERS employers combined, and satisfies all other CalPERS annuitant requirements. No Assigned Individual, regardless of CalPERS membership at the time the labor is provided, may exceed 1,000 hours in a fiscal year (July 1 to June 30).

16. Consultant Not Agent. Except as authorized under this Agreement or as City may authorize in a letter of authorization signed by the City Manager or his or her designee, Consultant shall have no authority, express or implied to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, under this Agreement, to bind City to any obligation whatsoever.

17. Term. The term of this Agreement shall commence on December 1, 2025 and shall continue in full force and effect until completion of the audit services for the three (3) fiscal years ending June 30 2026; June 30, 2027; and June 30, 2028.

18. Termination or Abandonment by City. The City has the right, at any time and in its sole discretion, to immediately terminate or abandon any portion or all the services to be provided under this Agreement by giving notice to Consultant. Upon receipt of a notice of termination, Consultant shall perform no further work except as specified in the notice.

Before the date of termination, Consultant shall deliver to City all City records and documents, all work product, whether completed or not, as of the date of termination and not otherwise previously delivered.

The City shall pay Consultant for services performed in accordance with this Agreement before the date of termination. If this contract provides for payment of a lump sum for all services or by task and termination occurs before completion of the work or any defined task which according to the performance schedule was commenced before the notice of termination, the fee for services performed shall be based on an amount mutually agreed to by City and Consultant for the portion of work completed in conformanc e with this Agreement before the date of termination. In addition, the City will reimburse Consultant for authorized expenses incurred and not previously reimbursed. The City shall not be liable for any fees or costs associated for the termination or abandonment except for the fees, and reimbursement of authorized expenses, payable pursuant to this section.

19. Products of Consulting Services. The work product, including without limitation, all writings, work sheets, reports, recordings, drawings, files, detailed calculations and other work products, whether complete or incomplete, of Consultant resulting from services rendered pursuant to this Agreement, shall become the property of City.

Consultant agrees that all copyrights which arise from creation of the work under this Agreement shall be vested in the City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of the City. City acknowledges that its use of

the work product is limited to the purposes contemplated by the scope of work and that the Consultant makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of work.

Documents submitted to the City in electronic format shall be formatted according to specifications provided by the City, or if not otherwise specified, in Microsoft Word, Excel, PowerPoint or other Microsoft Office Suite (2002) format as appropriate for t he work product or, if directed by the City Representative in Adobe Acrobat PDF format.

20. Cooperation by City. City shall, to the extent reasonable and practicable, assist and cooperate with Consultant in the performance of Consultant’s services hereunder.

21. Assignment and Subcontracting. Consultant shall not subcontract, assign or transfer voluntarily or involuntarily any of its rights, duties or obligation under this Agreement without the express written consent of the City Manager or his or her designee in each instance. Any attempted or purported assignment of any right, duty or obligation under this Agreement without said consent shall be void and of no effect.

If subcontracting of work is permitted, Consultant shall pay its subcontractor within ten (10) days of receipt of payment by City for work performed by a subcontractor and billed by the Consultant. Use of the term subcontractor in any other provision of this contract shall not be construed to imply authorization for Consultant to use subcontractors for performance of any service under this Agreement.

The City is an intended beneficiary of any work performed by Consultant’s subcontractor for purposes of establishing a duty of care between the subcontractor and City.

Any subcontractor or assignee consented to by City shall be bound by all terms and conditions of this agreement and the same shall be incorporated into and made a part of any assignment or subcontractor agreement.

22. Successors and Assigns. All terms, conditions, and provisions of this Agreement shall apply to and bind the respective heirs, executors, administrators, successors, and assigns of the parties. Nothing in this section is intended to affect the limitation on assignment.

23. Non-Discrimination/Fair Employment Practices.

(a) Consultant shall not, because of race, religious creed, color, sex, national original, ancestry, disability, medical condition, age, marital status or sexual orientation of any person, refuse to hire or employ, or to bar or discharge from employment, or to discriminate in compensation, or in terms, conditions or privileges any person, and every employee will receive equal opportunity for employment and shall be granted equal treatment with respect to compensation, terms, conditions or other privileges of employment, without regard to his race, religious creed, color, sex, national origin, ancestry, or disability, medical condition, age, marital status or sexual orientation.

Consultant warrants and represents it is an equal opportunity employer and agrees it shall not discriminate based on race, religious creed, color, sex, national origin, ancestry, disability, medical condition, age, marital status or sexual orientation in the selection and retention of employees, subcontractors or procurement of materials or equipment.

In all solicitations either by competitive bidding or negotiations made by Consultant for work to be performed under any subcontract, including procurement of materials or equipment, each potential subcontractor or supplier shall be notified by Consultant of Consultant’s obligation under this Agreement relative to nondiscrimination and fair employment practices.

Consultant shall include the above provisions of this section in every subcontract, including procurement of materials or equipment.

(b) Consultant agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations and City ordinances and regulations hereinafter enacted.

24. Notices. All notices or instruments required to be given or delivered by law or this Agreement shall be in writing and shall be effective upon receipt thereof and shall be by personal service or delivered by depositing the same in any United States Post Office, registered or certified mail, postage prepaid, addressed to:

If to City: Rekha Nayar
Finance Director
555 Santa Clara Street
Vallejo, CA 94590

If to Consultant: [XXXXXXXXXXXXXX]

Any party may change its address for receiving notices by giving written notice of such change to the other party in accordance with this section.

Routine administrative communications shall be made pursuant to section 1 of Exhibit A.

24. Integration Clause. This Agreement, including all Exhibits, contains the entire agreement between the parties and supersedes whatever oral or written understanding they may have had prior to the execution of this Agreement. This Agreement shall not be amended or modified exc ept by a written agreement executed by each of the parties hereto.

25. Severability Clause. Should any provision of this Agreement ever be deemed to be legally void or unenforceable, all remaining provisions shall survive and be enforceable.

26. Law Governing. This Agreement shall in all respects be governed by the law of the State of California without regard to its conflicts of law rules. Litigation arising out of or connected with this Agreement shall be instituted and maintained in the courts of Solano County in the State of California or in the United States District Court, Eastern District of California, Sacramento, California, and the parties consent to jurisdiction over their person and over the subject matter of any such litigation in such courts, and consent to service of process issued by such courts.

27. Waiver. Waiver by either party of any default, breach or condition precedent shall not be construed as a waiver of any other default, breach or condition precedent or any other right hereunder.

28. Ambiguity. The parties acknowledge that this is a negotiated agreement, that they have had the opportunity to have this Agreement reviewed by their respective legal counsel, and that the terms and conditions of this Agreement are not to be construed against any party based on such party's draftsmanship thereof.

29. Gender. All pronouns and any variations thereof shall be deemed to refer to the masculine, feminine, neuter, singular or plural, as the identifications of the person or persons, firm or firms, corporation or corporations may require.

30. Headings. The section headings contained in this Agreement are inserted for convenience only and shall not affect in any way the meaning or interpretation of this Agreement.

31. Compliance with Laws. Consultant will comply with all statutes, regulations and ordinances in the performance of all services under this Agreement.

32. Confidentiality of City Information. During the performance of services under this Agreement, Consultant may gain access to and use City information regarding, but not limited to, procedures, policies, training, operational practices, and other vital information (hereafter collectively refer red to as "City Information") which are valuable, special and unique assets of the City. Consultant agrees that it will not use any information obtained as a consequence of the performance of services under this Agreement for any purpose other than fulfillment of Consultant’s scope of work , to protect all City Information and treat it as strictly confidential and proprietary to City, and that it will not at any time, either directly or indirectly, divulge, disclose or co mmunicate in any manner any City Information to any third party, other than its own employees, agents or subcontractors who have a need for the City Information for the performance of services under this Agreement, without the prior written consent of City, or as required by law.

Consultant shall treat all records and work product prepared or maintained by Consultant in the performance of this Agreement as confidential.

A violation by Consultant of this section shall be a material violation of this Agreement and will justify legal and/or equitable relief.

Consultant’s obligations under this section shall survive the completion of services, expiration or termination of this Agreement.

33. News and Information Release. Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Representative.

34. City Representative. The City Representative specified in Exhibit A, or the representative's designee, shall administer this Agreement for the City.

35. Counterparts. The parties may execute this Agreement in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed the same instrument.

36. Facsimile Signature; Electronic Signature. This Agreement shall be binding upon the receipt of facsimile signatures or e- mailed by PDF or otherwise. Any person transmitting his or her signature by facsimile or electronically shall promptly send an original signature to the other party pursuant to the notice provision of this Agreement.

The failure to send an original shall not affect the binding nature of this Agreement.

37. Authority. The person signing this Agreement for Consultant hereby represents and warrants that they are fully authorized to sign this Agreement on behalf of Consultant.

38. Exhibits. The following exhibits are attached hereto and incorporated herein by reference:

Exhibit A, entitled “Scope of Work,” including any attachments Exhibit B, entitled “Compensation,” including any attachments Exhibit C, entitled “Insurance Requirements,” including attachments

[SIGNATURES ON FOLLOWING PAGE]

IN WITNESS WHEREOF, the parties have executed this Agreement on the day and year shown below the name of each of the parties.

[PROPOSER NAME]

By:
[AUTHORIZED SIGNER]
[TITLE]

DATE:

Vallejo Business License No.

(City Seal)

CITY OF VALLEJO,
a municipal corporation

By:

Andrew Murray
City Manager

DATE:

ATTEST:

By:

Dawn Abrahamson
City Clerk

APPROVED AS TO CONTENT:

Rekha Nayar
Finance Director

APPROVED AS TO FORM:

Veronica Nebb
City Attorney

APPROVED AS TO INSURANCE:

Armond Sarkis
Risk Manager & Safety Officer

Exhibit A – Scope of Work Page 1 of 2

EXHIBIT A

SCOPE OF WORK

 Representatives. The City Representative for this Agreement is:
[Name]
[Title]
[Department name]
555 Santa Clara Street
Vallejo, CA 94590
[Telephone number]
[Facsimile number/Email address]

The Consultant’s Representative for this Agreement is:
[Name]
[Title]
[Company name]
[Street name and suite #, if any]
[City, state and zip code]
[Telephone number]
[Facsimile number/Email address]
All routine administrative communication between the parties will be between the above-named representatives and may be by personal delivery, mail, facsimile transmission, or electronic mail as agreed between the Consultant Representative and City’s Representative.
 Services to be Provided. The services provided shall be as set forth in Attachment 1 of Exhibit A, attached hereto and incorporated herein by this reference.  Time for Performance. Consultant will perform the services according to the schedule below. If the schedule calls for the services to be performed in phases or discrete increments, Consultant shall not proceed from one phase or increment to the next without written authorization from the City’s Representative. Consultant will complete all services by [date].

OR
Consultant will perform the services according to the schedule contained in Attachment [number] of Exhibit A. If the schedule calls for the services to be performed in phases or

Exhibit A – Scope of Work Page 2 of 2
discrete increments, Consultant shall not proceed from one phase or increment to the next without written authorization from the City’s Representative. Consultant will complete all services by [date].
 Key Personnel. All the individuals identified below are necessary for the successful prosecution of the services due to their unique expertise and depth and breadth of experience. There shall be no change in the personnel listed below, without written approval of the City Representative. Consultant recognizes that the composition of this team was instrumental in the City’s decision to award the work to Consultant and that compelling reasons for substituting these individuals must be demonstrated for the City’s consent to be granted. Any substitutes shall be people of comparable or superior expertise and experience. Failure to comply with the provisions of this section shall constitute a material breach of Consultant’s obligations under this Agreement and shall be grounds for termination.

Key personnel are as follows: [List of employee names]

Exhibit B – Compensation Page 1 of 3

EXHIBIT B

COMPENSATION

1. Consultant’s Compensation.

A. Services: City agrees to pay Consultant, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement and for all authorized reimbursable expenses, for a total not to exceed [dollar amount in words - e.g. Two Thousand Five Hundred Fifty Dollars and 13 Cents] ([dollar amount in numbers - e.g., $2,550.13]).

Consultant shall notify City in writing no later than thirty (30) days prior to the estimated date when Consultant will have billed City the maximum payment amount permitted under this Agreement, and Consultant shall provide City with an estimate of the additional compensation required to complete the project.

City agrees to pay Consultant for those services set forth in Exhibit A of this Agreement and for all authorized reimbursable expenses, in a lump sum of [dollar amount in words - e.g. Two Thousand Five Hundred Fifty Dollars and 13 Cents] ([dollar amount in numbers - e.g., $2,550.13]) upon satisfactory completion of the services and delivery of the work product.

B. Additional Services:
 Additional Services are those services related to the scope of Services of Consultant as set forth in Exhibit A but not anticipated at the time of execution of this Agreement. Additional Services shall be provided only when a Supplemental Agreement authorizing such Additional Services is approved by the City Manager, or their designee. City reserves the right to perform any Additional Services with its own staff or to retain other Consultants to perform said Additional Services.  Consultant’s compensation for Additional Services shall be based on the total number of hours spent on Additional Services multiplied by the employees’ appropriate billable hourly rate as established below. City, at its option, may negotiate a fixed fee for some or all Additional Services as the need arises. Where a fixed fee for Additional Services is established by mutual Agreement between City and Consultant, compensation to Consultant shall not exceed the fixed fee amount.

2. Appropriate Billable Hourly Rates for Services and Additional Services.

Consultant’s billable hourly rates shall be:

OR
Consultant’s billable hourly rates shall be as listed in Attachment 1 of Exhibit B, attached hereto and incorporated herein by this reference.

3. Consultant’s Reimbursable Expenses. Reimbursable Expenses shall be limited to actual reasonable expenditures of Consultant for expenses that are necessary for the

Exhibit B – Compensation Page 2 of 3
proper completion of the Services and shall only be payable if specifically authorized in advance by City.

4. Payments to Consultant.

A. Payments to Consultant shall be made within a reasonable time after receipt of Consultant’s invoice, said payments to be made in proportion to services performed.

Consultant may request payment monthly. Consultant shall be responsible for the cost of supplying all documentation necessary to verify the monthly billings to the satisfaction of City.

B. All invoices submitted by Consultant shall contain the following information:

1. Description of services billed under this invoice

2. Date of Invoice Issuance

3. Sequential Invoice Number

4. City’s Purchase Order Number (if issued)

5. Social Security Number or Taxpayer Identification Number

6. Amount of this Invoice (Itemize all Reimbursable Expenses”)

7. Total Billed to Date
C. Items shall be separated into Services and Reimbursable Expenses. Billings that do not conform to the format outlined above shall be returned to Consultant for correction. City shall not be responsible for delays in payment to Consultant resulting from Consultant’s failure to comply with the invoice format described above.

D. Request for payment shall be sent to:
[Name]
[Title]
[Department name]
555 Santa Clara Street
Vallejo CA 94590

5. Accounting Records of Consultant. Consultant shall maintain for three (3) years after completion of all services hereunder, all records under this Agreement, including, but not limited to, records of Consultant’s direct salary costs for all Services and Additional Services performed under this Agreement and records of Consultant’s Reimbursable Expenses, in accordance with generally accepted accounting practices. Consultant shall keep such records available for audit, inspection and copying by representatives of the City’s Finance Department or other government agencies during regular business hours upon twenty four (24) hours’ notice.

The obligations of Consultant under this section shall survive this Agreement.

Exhibit B – Compensation Page 3 of 3

6. Taxes. Consultant shall pay, when and as due, any and/or all taxes incurred because of Consultant’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

7. Taxpayer Identification Number. Consultant shall provide City with Consultant’s complete Request for Taxpayer Identification Number and Certification, Form W-9, as issued by the Internal Revenue Service, and any other State or local tax identification number requested by City.

Exhibit C – Insurance Requirements Page 1 of 3

EXHIBIT C

INSURANCE REQUIREMENTS

Consultant shall procure and maintain for the duration of this Agreement, including any extensions thereto, insurance against claims for injuries to people or damages to property which may arise from or in connection with the performance of services hereunder by the Consultant, their agents, representatives, or employees or subcontractors.

1. Minimum Scope of Insurance. Coverage shall be at least as broad as:

A. Insurance Services Office form number GL 0002 covering Comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability; or Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).

B. Insurance Services Office form number CA 0001 covering Automobile Liability, code 1 any auto and endorsement CA 0025.

C. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance.

D. Professional Liability insurance appropriate to the Consultant’s profession (Errors and Omission).

2. Minimum Limits of Insurance. Consultant shall maintain limits no less than:

A. General Liability: $2,000,000 per occurrence for bodily injury, personal injury, and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

B. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

C. Workers’ Compensation and Employer’s Liability: $1,000,000 per accident for bodily injury or disease. If Consultant is not subject to California Workers’ Compensation requirements, Consultant shall file a completed certificate of exemption form which may be obtained from the City prior to commencing any activity authorized hereunder.

D. Professional Liability (Errors and Omission): $1,000,000 combined single limit per occurrence, and annual aggregate.

3. Deductible and Self -Insured Retention. Any deductibles or self -insured retention must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self -insured retention as respects the City of Vallejo, its officers, officials, employees and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

Exhibit C – Insurance Requirements Page 2 of 3

4. Other Insurance Provisions. The general liability and automobile liability policies, as can be provided, are to contain, or be endorsed to contain, the following provisions:

A. The City of Vallejo, its officers, officials, employees, agents and volunteers are to be covered as additional insureds as respects; liability, including defense costs, arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City of Vallejo, its officers, officials, employees, agents or volunteers. The insurance is to be issued by companies licensed to do business in the State of California.

B. For any claims related to this project, the Consultant’s insurance coverage shall be primary insurance as respects the City of Vallejo, its officers, officials, employees, agents, and volunteers. Any insurance or self -insurance maintained by the City of Vallejo, its officers, officials, employees, agents, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

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

D. The Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

E. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days’ prior written notice by certified mail, return receipt requested, has been given to the City.

F. The workers’ compensation and employer’s liability policy required hereunder shall be endorsed to state that the workers’ compensation carrier waives its right of subrogation against City, its officers, officials, employees, agents and volunteers, which might arise by reason of payment under such policy in connection with Consultant’s performance under this Agreement.

5. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M.

Best’s rating of no less than A-VII.

6. Verification of Coverage. Consultant shall furnish the City with certificates of insurance and original endorsements effecting general and automobile liability insurance coverage required by this clause. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.

7. Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor.

All coverage for subcontractors shall be subject to all the requirements stated herein.

Exhibit C – Insurance Requirements Page 3 of 3

8. Payment Withhold. City will withhold payments to Consultant if the certificates of insurance and endorsements required in Paragraph F, above, are canceled or Consultant otherwise ceases to be insured as required herein.

CONSENT CALENDAR 9.E.

DATE: March 10, 2026
TO: Mayor and Members of the City Council
FROM: Kristin Pollot, AICP, Planning and Development Services Director Hector Rojas, Long Range Planning Manager
SUBJECT: ADOPT A RESOLUTION ACCEPTING THE GENERAL PLAN AND HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR CALENDAR YEAR 2025 AND DIRECTING STAFF

TO SUBMIT THE SAME TO THE GOVERNOR'S OFFICE OF LAND USE AND CLIMATE

INNOVATION AND THE CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY

DEVELOPMENT

RECOMMENDATION
Adopt a Resolution accepting the General Plan and Housing Element Annual Progress Report for calendar year 2025 and directing staff to submit the same to the Governor’s Office of Land Use and Climate Innovation and the California Department of Housing and Community Development.

REASONS FOR RECOMMENDATION
State law requires submission of an annual report on the implementation status of the General Plan and Housing Element. Upon Council approval, the staff will submit the attached Annual Progress Report to the Governor’s Office of Land Use and Climate Innovation (LCI) and the California Department of Housing and Community Development (HCD) by the April 1 deadline.

BACKGROUND AND DISCUSSION
California Government Code Section 65400 requires preparation and submittal of an Annual Progress Report (APR) describing implementation of the General Plan and Housing Element. The APR must be provided to the City Council, LCI, and HCD by April 1 of each calendar year. The APR must document:
• The status of General Plan implementation;

• Progress toward meeting the jurisdiction’s share of the Regional Housing Needs Allocation (RHNA); and

• Local efforts to remove governmental constraints to the maintenance, improvement, and development of housing.

The City’s 2025 General Plan and Housing Element APR covers January 1 through December 31, 2025, and serves as the City’s annual report on General Plan implementation for that period. The Planning Commission reviewed the APR on March 2, 2026, and recommended that the City Council accept the report and direct its submittal to LCI and HCD.

During 2025, the City continued to advance implementation of adopted General Plan policies through discretionary land use approvals, legislative actions, capital improvement investments, and Housing Element program activities. These actions collectively support housing production, economic development, infrastructure investment, transportation safety, and neighborhood vitality.

Date: March 10, 2026
Subject: ADOPT A RESOLUTION ACCEPTING THE GENERAL PLAN AND HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR CALENDAR YEAR 2025 AND DIRECTING

STAFF TO SUBMIT THE SAME TO THE GOVERNOR'S OFFICE OF LAND USE AND

CLIMATE INNOVATION AND THE CALIFORNIA DEPARTMENT OF HOUSING

AND COMMUNITY DEVELOPMENT

General Plan Implementation Highlights
Major discretionary approvals, legislative actions, and capital investments undertaken during calendar year 2025 demonstrate continued progress in implementing adopted General Plan goals and policies. Key actions included
• Adoption of zoning and regulatory amendments supporting Housing Element capacity and by-right residential development;

• Approval of infill residential development, historic district housing, and neighborhood-serving commercial and recreational uses throughout Vallejo;

• Advancement of transportation safety improvements, roadway rehabilitation, marina resiliency planning, and regional mobility coordination; and

• Approval of the 130-unit KB Home single-family residential subdivision at 201 Rollingwood Drive, contributing meaningfully to the City’s housing supply and neighborhood development.

Collectively, these actions reflect continued progress toward achieving the General Plan vision for complete neighborhoods, economic vitality, housing opportunity, and high-quality infrastructure.

Housing Production and RHNA Progress
APR data indicate that during calendar year 2025 the City continued to make measurable progress toward meeting its RHNA. A total of 193 dwelling units were credited toward the City’s 2,900-unit RHNA obligation (approximately 6.65 percent), bringing cumulative progress through 2025 to 533 units and leaving 2,370 units remaining for the remainder of the planning period.

RHNA production during 2025 included 7 very-low-income units, 33 low-income units, 10 moderate-income units, and 143 above-moderate-income units. Cumulative production through 2025 totals 27 very-low-income units, 55 low-income units, 26 moderate-income units, and 422 above-moderate-income units, including deed- restricted affordability within the low-income category.

Permitting activity in 2025 included submittal of 26 housing development applications proposing 625 dwelling units, along with 36 units entitled, 193 building permits issued, and 117 certificates of occupancy issued.

Housing Element Program Implementation
In addition to annual housing production data, the APR summarizes implementation progress for all Housing Element programs during calendar year 2025. Selected highlights of priority policy initiatives include renter protections, inclusionary housing, and commercial linkage fees, which support housing stability, affordability, and equitable community development.
• Program F 1.1.3 – Renter Protection and Housing Stability: During 2025, the City advanced this program through modification of previously secured One Bay Area Grant (OBAG 3) funding totaling approximately $2.4 million to support consultant-led feasibility analysis and community engagement associated with potential renter protection and housing stability policies. These efforts will inform future ordinances addressing rent stabilization, just-cause eviction protections, tenant anti-harassment

Date: March 10, 2026
Subject: ADOPT A RESOLUTION ACCEPTING THE GENERAL PLAN AND HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR CALENDAR YEAR 2025 AND DIRECTING

STAFF TO SUBMIT THE SAME TO THE GOVERNOR'S OFFICE OF LAND USE AND

CLIMATE INNOVATION AND THE CALIFORNIA DEPARTMENT OF HOUSING

AND COMMUNITY DEVELOPMENT

measures, and tenant right to counsel. Consultant selection is underway, and work is anticipated to begin in spring 2026, with ordinance development to follow.

• Program B 2.1.1 – Inclusionary Housing Ordinance: The City completed an Inclusionary Housing and In-Lieu Fee Feasibility Analysis in June 2025, with findings presented at joint Planning Commission and City Council study sessions in July and November 2025. The analysis determined that evaluated residential development prototypes are not currently financially feasible prior to application of affordability requirements or additional impact fees. The Planning Commission and City Council subsequently directed staff to proceed with drafting an inclusionary housing ordinance with flexibility to address feasibility constraints. A draft ordinance is anticipated for Planning Commission and City Council consideration in mid-2026.

• Program B 2.1.2 – Commercial Linkage Fee: Implementation progressed through completion of a Commercial Linkage Fee Nexus Study in June 2025, also presented to the Planning Commission and City Council in July and November 2025. The study similarly concluded that analyzed commercial development prototypes are not currently financially feasible prior to additional impact fees. Direction was provided to proceed with drafting a commercial linkage fee ordinance in coordination with the inclusionary housing ordinance, with mid-2026 Planning Commission and City Council consideration anticipated.

Complete APR data, including RHNA progress, housing production activity, and implementation status for all Housing Element programs, are provided in Attachment 2 (Exhibit A – 2025 General Plan and Housing Element Annual Progress Report).

FISCAL IMPACT
Acceptance of the APR and its submission to LCI and HCD will not have a direct or immediate fiscal impact on the City. Maintaining compliance with State reporting requirements is often a prerequisite for eligibility for State housing, infrastructure, and planning grant programs and may enhance the City’s competitiveness for future funding supporting development and capital improvement initiatives.

ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guidelines Section 15378.

ATTACHMENTS

1. Resolution Accepting the 2025 APR_CAO Stamp

2. Exhibit A - 2025 General Plan and Housing Element APR-Revised

CONTACT
Kristin Pollot, AICP, Planning & Development Services Director, (707) 648-4326 [email protected]

RESOLUTION NO. 26 -___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VALLEJO ACCEPTING THE

GENERAL PLAN AND HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR CALENDAR YEAR 2025 AND DIRECTING STAFF TO SUBMIT THE SAME TO THE GOVERNOR’S OFFICE OF LAND USE AND CLIMATE INNOVATION AND THE

CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT

WHEREAS, Government Code Section 65400 requires local planning agencies to submit, by April 1 of each year, an Annual Progress Report (APR) on the status of the General Plan and Housing Element to the legislative body, the Governor’s Office of Land Use and Climate Innovation (LCI), and the California Department of Housing and Community Development (HCD); and

WHEREAS, Government Code Section 65400 further requires the APR to include the agency’s progress in meeting its share of regional housing needs and local efforts to remove governmental constraints to the maintenance, improvement, and development of housing; and

WHEREAS, the City Council adopted the City’s Sixth Cycle Housing Element (2023–2031), and HCD certified the Housing Element’s compliance with State law; and

WHEREAS, on March 2, 2026, the Planning Commission held a public meeting to consider the 2025 APR, and the Planning Commission voted to recommend that the City Council accept the report and direct Staff to submit the report to the LCI and to HCD; and

WHEREAS, at a duly noticed meeting of the City Council held on March 10, 2026, the City Council considered the 2025 APR, and members of the public were allowed to provide oral testimony and written comments.

NOW, THEREFORE BE IT RESOLVED that the City Council hereby accepts the 2025 APR attached hereto as Exhibit A and incorporated herein by reference.

BE IT FURTHER RESOLVED that the City Council hereby authorizes the City Manager or his designee to submit the 2025 APR to LCI and HCD, as required by State law.

ADOPTED BY THE CITY COUNCIL OF THE CITY OF VALLEJO at a regular meeting held on March 10, 2026, with the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_________________________________________

ANDREA SORCE, MAYOR

ATTEST: _________________________________________
DAWN G. ABRAHAMSON, CITY CLERK

City of Vallejo | Planning & Development Services Department 555 Santa Clara Street, Vallejo, CA 94590 | (707) 648-4326 | planning.cityofvallejo.net

General Plan & Housing Element
Annual Progress Report for Calendar Year 2025
Prepared for the Governor’s Office of Land Use and Climate Innovation and the California Department of Housing and Community Development

General Plan & Housing Element APR for CY 2025

INTRODUCTION
Pursuant to California Government Code Section 65400, the City’s planning agency must submit an Annual Progress Report (APR) to the legislative body, the Governor’s Office of Land Use and Climate Innovation (LCI), and the California Department of Housing and Community Development (HCD) describing the status of implementation of the City’s General Plan. The APR must also report the City’s progress toward meeting its share of the Regional Housing Needs Allocation (RHNA) pursuant to Government Code Section 65584 and describe the City’s efforts to remove governmental constraints to the development, maintenance, and improvement of housing affordable to all income levels.

In addition to satisfying statutory reporting requirements, the APR serves to:
• Evaluate implementation of adopted General Plan goals, policies, and actions; • Identify potential adjustments needed to improve implementation; • Correlate land use decisions made during the reporting period with General Plan direction; and
• Document the City’s progress toward meeting regional housing needs.

This APR covers the reporting period from January 1, 2025 through December 31, 2025. This report constitutes the City’s annual report on General Plan implementation for calendar year 2025 pursuant to Government Code Section 65400.

The Planning Commission considered the APR on March 2, 2026, and recommended that the City Council accept the report. The City Council accepted the APR and directed staff to submit the report to LCI and HCD on March 10, 2026.

General Plan & Housing Element APR for CY 2025

BACKGROUND
General Plan Overview
On August 29, 2017, the Vallejo City Council adopted the City’s current General Plan.

The General Plan includes the seven State-required elements – Land Use, Circulation, Housing, Conservation, Open Space, Safety, and Noise – along with optional elements addressing Healthy Communities, Arts and Culture, Historic Preservation, and Economic Development. These elements are organized within the General Plan into thematic chapters entitled Community and People; Nature and the Built Environment; Economy, Education and Training; and Mobility, Transportation and Connectivity.

The General Plan establishes policies regarding the location, type, and character of future land uses and development activity in Vallejo. It also describes the desired quality of development and the processes through which development should occur.

Preparation of the General Plan incorporated extensive community engagement to identify local values and priorities, balanced with market conditions, fiscal considerations, environmental constraints, and private property rights.

The General Plan serves as the primary policy framework for land use decision-making by the City Council and Planning Commission. City staff rely on the General Plan to administer and regulate development activity, while residents and stakeholders use the document to understand how the City plans to manage growth, protect resources, and advance community goals.

General Plan Amendments in 2025
Under State law, charter cities, like general law cities, may amend their General Plans up to four times per calendar year pursuant to California Government Code Section 65358. This limitation is intended to ensure that amendments are considered thoughtfully and to discourage frequent changes, thereby providing stability and predictability in land use planning. Each amendment may include multiple related changes when considered by the legislative body at the same time, and statutory exceptions may apply in circumstances such as actions necessary to comply with State law or court order.

During calendar year 2025, the City Council approved one General Plan amendment affecting the property located at 1235 Warren Avenue, discussed in more detail below beginning on page 9.

General Plan & Housing Element APR for CY 2025

Environmental Justice General Plan Amendments (SB 1000) Consistent with the requirements of Senate Bill 1000 and the General Plan Annual Progress Report provisions of Government Code Section 65400, the City is preparing General Plan amendments to incorporate environmental justice goals, policies, and implementation actions into the General Plan. SB 1000 requires cities to address the needs of disadvantaged communities by promoting equitable access to public facilities and services, improving public health outcomes, and reducing exposure to environmental burdens.

The City retained PlaceWorks, Inc. as a Consultant to assist with preparation of the proposed amendments. Staff has reviewed and revised the administrative draft General Plan amendments, which will be released before the end of Winter 2026 for a 45-day public review period. Following public input, staff will bring the proposed Environmental Justice General Plan amendments forward for consideration by the Planning Commission and City Council for adoption.

General Plan & Housing Element APR for CY 2025

GENERAL PLAN APR
This section summarizes major discretionary land use approvals, legislative actions, and capital investments undertaken during calendar year 2025 that implement adopted General Plan goals and policies. These actions are representative of broader implementation activities occurring across City departments and demonstrate continued progress toward achieving the General Plan’s vision. While not an exhaustive accounting of all City activities during the reporting period, the actions described below illustrate how land use decisions, public investments, and policy direction collectively advance the General Plan’s objectives. Actions are presented in chronological order based on the date of final approval.

Housing Element Adoption and Zoning Implementation
On December 30, 2024, the City Council adopted the Sixth Cycle Housing Element (2023–2031) and introduced Ordinance No. 1877 N.C., which amended the General Plan land use map, Zoning Map, and Vallejo Municipal Code Section 16.301.01 to implement Housing Element Programs A 1.1.6 and A 1.1.7. The ordinance was subsequently adopted on second reading on January 7, 2025. These actions redesignated three sites to allow higher-density residential development and established by-right multifamily housing provisions for qualifying affordable housing projects, ensuring the City can accommodate its RHNA consistent with State law.

Environmental review was completed through an addendum to the certified General Plan 2040 Environmental Impact Report, which determined that no subsequent environmental document was required.

This action advances Goal CP-2 – Diverse Housing Opportunities and implements Housing Element Programs A 1.1.6 and A 1.1.7, supporting regulatory capacity for new housing, removal of governmental constraints, and long-term compliance with State housing requirements.

New Single-Family Residences in the St. Vincent’s Historic District On January 16, 2025, and February 20, 2025, the Architectural Heritage and Landmarks Commission (AHLC) approved construction of two new single-family residences on vacant parcels at 316 Florida Street and 729 Santa Clara Street within the St. Vincent’s Historic District. The approved projects include compatible historic-context architectural design, drought-tolerant landscaping, and associated site improvements. The residence at 316 Florida Street includes a detached four-car garage and accessory dwelling unit,

General Plan & Housing Element APR for CY 2025

while the residence at 729 Santa Clara Street includes a two-story, approximately 2,370-square-foot dwelling with an attached one-car garage and new street trees.

This action advances Goal CP-2 – Diverse Housing Opportunities, Goal NBE-1 – Distinctive Neighborhoods, and Goal NBE-2 – A Place Where People Want to Be, supporting context-sensitive infill housing, preservation of historic neighborhood character, and reinvestment in established residential areas.

Wise Auto Complex Commercial Development
On January 22, 2025, the Planning Commission approved subdivision of a 12.45-acre vacant site at 500 Redwood Street into three parcels and development of a 24,963- square-foot Hyundai automobile dealership on Parcel B, including showroom, office, service bays, parts facilities, a dealership-only car wash, landscaping, frontage improvements along State Route 29, bicycle parking, site lighting, and 294 off-street parking spaces. Parcels A and C will remain vacant for future development.

This action advances Goal EET-2 – Good Jobs, Education, and Training and Goal NBE-2 – A Place Where People Want to Be, along with related supporting policies that promote employment-generating uses, infill development, and attractive commercial destinations.

Solar Streetlight Retrofit in Disadvantaged Neighborhoods On February 25, 2025, the City Council adopted Resolution No. 25-012 N.C., approving a supplies purchase agreement with Fonroche Lighting America, Inc. in an amount not to exceed $164,850 for solar streetlight equipment used to retrofit damaged streetlights along Curtola Parkway between Lemon and Napa Streets. The project replaces vandalized wired lighting infrastructure with solar-powered streetlights, improving nighttime visibility, restoring service in a disadvantaged community area, and reducing vulnerability to future wire theft. Funding is provided through a federal Energy Efficiency and Conservation Block Grant.

This action advances Goal CP-1 – Healthy Community, Goal NBE-4 – High-Quality Infrastructure and Services, and Goal NBE-2 – A Place Where People Want to Be, supporting safe public spaces, resilient and energy-efficient infrastructure, and equitable reinvestment in underserved neighborhoods.

General Plan & Housing Element APR for CY 2025

Vallejo Municipal Marina Seawall Rehabilitation Planning and Design On February 25, 2025, the City Council adopted Resolution No. 25-017 N.C., approving a second amendment to the consultant and professional services agreement with Foth & Van Dyke and Associates, Inc. to provide additional design, permitting, and bid-phase services for rehabilitation of the seawall in the North and South basins of the Vallejo Municipal Marina. The amendment extends the contract term through June 30, 2027, increases total compensation to a not-to-exceed amount of $1,735,101, and is funded by a $1,500,000 California Natural Resources Agency grant allocated to the Marina Sea Wall Capital Improvement Project. The planning-phase work includes project management, environmental review, structural and geotechnical evaluation, sediment sampling, conceptual design, permitting, and preparation for construction bidding, supporting restoration of public access and long-term resilience of waterfront infrastructure damaged during the 2018 storm events.

This action advances Goal NBE-4 – High-Quality Infrastructure and Services, Goal NBE-2 – A Place Where People Want to Be, and Goal EET-2 – Good Jobs, Education, and Training, supporting resilient shoreline infrastructure, protection of public waterfront amenities, and long-term economic vitality associated with the Vallejo waterfront.

Sky Zone Indoor Recreation Facility
On March 3, 2025, the Planning Commission approved establishment of an indoor trampoline and recreation facility (Sky Zone) within an existing 40,964-square-foot vacant tenant space in a multi-tenant commercial building at 105 Plaza Drive. Tenant improvements accommodate attraction areas including trampolines, slides, swings, foam pits, basketball courts, arcade games, a café with seating, a toddler play area, storage lockers, and parent observation areas. The facility will operate seven days per week with full-time and part-time employees, utilize existing shared parking, and require no exterior building or site modifications other than signage.

This action advances Goal CP-1 – Healthy Community, Goal CP-3 – Strong Community Bonds, and Goal NBE-2 – A Place Where People Want to Be, supporting recreation opportunities, community gathering spaces, and activation of existing commercial areas.

General Plan & Housing Element APR for CY 2025

Zoning Code Clarification and Consistency Amendments
On March 11, 2025, the City Council adopted Ordinance No. 1879 N.C., which amended multiple chapters of Title 16 (Zoning Code) – including mixed-use districts, commercial districts, hillside development standards, land-use tables, parking standards, and definitions – to clarify language, correct errors, and improve overall code usability. The amendments were recommended by the Planning Commission and represent the first phase of clean-up updates following the City’s comprehensive Zoning Code update adopted in 2021.

This action supports Goal NBE-2 – A Place Where People Want to Be and Goal EET- 2 – Good Jobs, Education, and Training by improving clarity, consistency, and predictability of development regulations, thereby facilitating high-quality development and more efficient project review consistent with the General Plan.

The Quarters Coffee House
On March 17, 2025, the Planning Commission approved retail sales of beer and wine products in conjunction with the existing Quarters Coffee House located at 1015 Walnut Avenue on Mare Island. The business occupies the 2,270-square-foot ground floor of a converted three-story residential building and has operated since 2023 as a coffee and tea service with limited retail food and beverage offerings. The approval allows display and sale of beer and wine within approximately 220 square feet of the sales floor area, with alcohol sales beginning at 8:00 a.m. in compliance with Vallejo Municipal Code requirements. No changes to building occupancy, operating hours, or exterior conditions were proposed.

This action advances Goal CP-3 – Strong Community Bonds and Goal NBE-2 – A Place Where People Want to Be, supporting neighborhood-serving commercial activity, social gathering spaces, and activation of existing buildings within Mare Island’s mixed-use environment.

SB 1 Road Maintenance and Rehabilitation Project List
On March 25, 2025, the City Council adopted Resolution No. 25-028 N.C., establishing the City’s Fiscal Year 2025–2026 Senate Bill 1 (SB 1) Road Maintenance and Rehabilitation Account project list and finding the action exempt from CEQA pursuant to Guidelines Section 15301(c) (Existing Facilities). The SB 1 program provides State gas-

General Plan & Housing Element APR for CY 2025

tax funding for critical roadway maintenance, rehabilitation, and transportation safety improvements on local streets and roads.

Funded activities for FY 2025–2026 include citywide ADA sidewalk shaving, traffic- calming installations, ADA curb-ramp construction, street-maintenance staffing for pothole repair and striping, and grind-and-paving rehabilitation of selected streets, with implementation generally scheduled between July 2025 and June 2026.

This action advances Goal MTC-1 – Multimodal Transportation System, Goal NBE-4 – High-Quality Infrastructure and Services, and Goal CP-1 – Healthy Community, supporting safe and accessible transportation networks, preservation of roadway infrastructure, and improved mobility for pedestrians, bicyclists, and motorists.

Regional Transportation Coordination
On March 25, 2025, the City Council adopted Resolution No. 25-029 N.C., authorizing the City Manager to make membership and legislative advocacy contributions to the Solano Transportation Authority (STA) Joint Powers Authority in an amount not to exceed $350,000 for Fiscal Years 2025–26 through 2027–28. STA is a regional collaborative organization responsible for planning, coordinating, funding, and advocating for transportation projects and programs that improve roadway safety, transit connectivity, and mobility throughout Solano County. The authorization ensures Vallejo’s continued participation in regional transportation planning, access to state and federal funding opportunities, and coordination of countywide mobility improvements.

This action advances Goal MTC-1 – Multimodal Transportation System and Goal NBE-4 – High-Quality Infrastructure and Services, supporting coordinated regional transportation planning, long-term infrastructure investment, and implementation of mobility improvements consistent with the General Plan.

Warren Avenue General Plan and Zoning Amendments
On April 7, 2025, the Planning Commission recommended approval of amendments to the General Plan land use designation and zoning for the 0.49-acre parcel located at 1235 Warren Avenue, at the southwest corner of Warren Avenue and Glen Cove Road adjacent to the westbound Interstate 780 on-ramp. The City Council subsequently adopted the amendments, changing the General Plan designation from Primarily Single- Family to Business/Limited Residential and the zoning designation from Residential Low

General Plan & Housing Element APR for CY 2025

Density (RLD) to Regional Commercial (RC). No redevelopment or additional entitlements were proposed; the amendments broaden long-term commercial viability consistent with regional transportation access and nearby commercial services.

This action advances Goal EET-2 – Good Jobs, Education, and Training and Goal NBE-2 – A Place Where People Want to Be, supporting employment-generating land uses, adaptive reuse of underutilized property, and compatible infill development near regional transportation corridors.

CIP General Plan Conformance Finding
On May 5, 2025, the Planning Commission adopted a resolution finding the proposed Fiscal Year 2025–2026 Capital Improvement Program (CIP) to be in conformance with the General Plan, consistent with California Government Code Section 65401. The CIP identifies major infrastructure and public facility projects, associated costs, funding sources, and implementation priorities over a five-year planning horizon and is updated annually. The Commission’s conformance determination confirmed that planned capital investments implement General Plan policies, support anticipated community growth, and maintain consistency between infrastructure planning and adopted land use.

Implementation during 2025 included initiation of citywide roadway rehabilitation through the Measure P Streets Paving 2025 Project, bicycle and pedestrian safety improvements along Fifth Street, roadway safety striping on major collector streets, sidewalk connectivity improvements in the Homeacres/Starr subdivision area, and additional citywide grind-and-paving roadway reconstruction.

This action advances Goal NBE-4 – High-Quality Infrastructure and Services, Goal MTC-1 – Multimodal Transportation System, and Goal CP-1 – Healthy Community, ensuring coordinated public investment, safe and connected transportation networks, and continued implementation of General Plan policies through capital improvements.

KB Home Residential Subdivision
On November 3, 2025, the Planning Commission approved development of 130 single- family homes on approximately 17 acres at 201 Rollingwood Drive. The project subdivides the site into residential lots, open space areas, and stormwater treatment

General Plan & Housing Element APR for CY 2025

facilities and includes construction of new streets, sidewalks, utilities, landscaping, lighting, and related neighborhood infrastructure.

This action advances Goal CP-2 – Diverse Housing Opportunities, Goal NBE-3 – Complete Neighborhoods, and Goal NBE-4 – High-Quality Infrastructure and Services, supporting new housing production, neighborhood-serving infrastructure, and orderly residential development consistent with the General Plan’s land use framework.

General Plan & Housing Element APR for CY 2025

HOUSING ELEMENT APR
California Government Code requires each jurisdiction to maintain a Housing Element as part of its General Plan and to annually report on implementation progress pursuant to Government Code Section 65400.

The City Council adopted the Sixth Cycle Housing Element (2023–2031) on December 30, 2024, and HCD subsequently certified the Housing Element’s compliance with State law. The Housing Element establishes how the City will accommodate its share of the RHNA.

The complete Housing Element Annual Progress Report, including all State-required tables and program reporting submitted to HCD, is provided as Attachment 1 to this report and is incorporated herein by reference.

The following summarizes key information from the City’s 2025 Housing Element Annual Progress Report:
• Table A summarizes housing development applications submitted during the reporting year. The City received 26 housing applications proposing 625 dwelling units, of which 128 units were entitled during the reporting year.

• Table A2 summarizes units receiving land use entitlements, building permits, and certificates of occupancy. During the reporting year, the City entitled 36 units, issued building permits for 193 units, and issued 117 certificates of occupancy.

These units consisted of single-family, multifamily, and accessory dwelling units.

• Table B summarizes progress toward meeting the City’s RHNA. During the reporting year, the City added 193 units (6.65 percent) toward its total RHNA obligation of 2,900 units. Of these units: 7 are very low income; 33 are low income; 10 are moderate income; and 143 are above moderate income. Of the low-income units, 24 include deed-restricted affordability.

• Table C identifies sites rezoned or otherwise made available to accommodate any RHNA shortfall. No such sites were identified during the reporting year.

• Table D summarizes progress on Housing Element programs and implementation actions.

General Plan & Housing Element APR for CY 2025

• Table E identifies projects receiving a commercial development bonus pursuant to Government Code Section 65915.7. No such projects were reported during the reporting year.

• Table F summarizes units rehabilitated, preserved, or acquired pursuant to Government Code Section 65583.1(c)(2). No such units were reported during the reporting year.

• Table F2 documents above-moderate-income units that were converted to moderate-income units pursuant to Government Code Section 65400.2. One project converted 93 senior facility units into 46 deed-restricted low-income units, 46 non-deed-restricted moderate-income units, and one manager’s unit (above- moderate income).

• Table G identifies locally owned sites included in the Housing Element inventory that were sold, leased, or otherwise disposed of. No such sites were reported during the reporting year.

• Table H identifies locally owned surplus land. The City identified four surplus sites totaling approximately 292.33 acres.

• Table J identifies student housing developments for lower-income students granted a density bonus pursuant to Government Code Section 65915(b)(1)(F).

No such projects were reported during the reporting year.

Selected Housing Element Program Implementation Status
The City advanced implementation of several Housing Element programs during calendar year 2025. The updates below highlight progress on key programs related to tenant protections, inclusionary housing, and commercial linkage fees, which represent priority policy initiatives supporting housing stability, affordability, and equitable community development. Implementation status for all Housing Element programs is provided in Attachment 1.

Program F 1.1.3 – Renter Protection and Housing Stability During 2025, the City advanced implementation of Program F 1.1.3 through modification of two previously secured One Bay Area Grants (OBAG 3) totaling approximately $2.4 million to update the Downtown Vallejo and Waterfront Specific Plans. The grant adjustments will allow for initial consultant-led tasks associated with the Downtown

General Plan & Housing Element APR for CY 2025

Vallejo Specific Plan, specifically, to include city-wide community engagement and feasibility analysis work in support of potential renter protection provisions and housing stability policies. The feasibility analysis and community engagement work will inform the draft ordinances, to be prepared separate from the Specific Plan process and which will incorporate a suite of potential anti-displacement policies including rent stabilization, just-cause eviction protections, tenant anti-harassment measures, and tenant right to counsel provisions, as detailed by Housing Element Program F 1.1.3. Although the initial timeframe for the first phase of this work (including “rent stabilization and just cause for eviction protections ordinances” which were to be brought forward to the Council for consideration by September 2025) has not been met, the City plans to complete the work during the 2026 calendar year.

With regard to the OBAG 3 implementation process, it should be noted that in May 2025, the City executed master funding and supplemental agreements with the Metropolitan Transportation Commission (MTC), and the City Council accepted the grants in June 2025. Following grant acceptance, the City released a Request for Proposals (RFP) in October 2025 to solicit qualified consultants for both specific plan updates, and in December 2025, proposals were received from seven consultant teams.

Proposal review is currently underway, and the City anticipates selecting a final consultant(s) and initiating work described above in spring 2026.

Program B 2.1.1 – Inclusionary Housing Ordinance
During 2025, the City advanced implementation of Program B 2.1.1 by contracting with Economic & Planning Systems, Inc. (EPS) to prepare an Inclusionary Housing and In- Lieu Fee Feasibility Analysis. The consultant-led feasibility analysis was completed in June 2025 and presented at two joint Planning Commission and City Council study sessions held on July 7, 2025, and November 24, 2025. The analysis concluded that the residential development prototypes evaluated are not currently financially feasible, even prior to application of affordability requirements or additional impact fees. In November 2025, the Planning Commission and City Council directed staff to proceed with drafting an inclusionary housing ordinance and to include flexibility within the draft in order to help minimize the feasibility concerns. Staff has since been working internally to develop an ordinance with policy options, and staff anticipates presenting a draft ordinance for Planning Commission and City Council consideration in mid-2026.

Program B 2.1.2 – Commercial Linkage Fee
Implementation of Program B 2.1.2 progressed during 2025 through completion of a Commercial Linkage Fee Nexus Study prepared by EPS, in conjunction with the Inclusionary Housing and In-Lieu Fee Feasibility Analysis discussed above. The nexus study was finalized in June 2025 and presented to the Planning Commission and City

General Plan & Housing Element APR for CY 2025

Council in July and November 2025. The study determined that the commercial development prototypes analyzed are not currently financially feasible prior to the application of additional impact fees. In November 2025, the Planning Commission and City Council directed staff to proceed with drafting a commercial linkage fee ordinance, alongside the inclusionary housing ordinance. Staff has since been working internally to develop an ordinance with policy options, and staff anticipates bringing a draft ordinance forward for Planning Commission and City Council consideration in mid-2026.

General Plan & Housing Element APR for CY 2025

Local Government Planning Support Grants
Local Early Action Planning (LEAP) Grant
In 2020, the City received $500,000 in LEAP grant funding to support preparation of the Housing Element, CEQA/Vehicle Miles Traveled guidelines, and a Climate Adaptation Plan.

In 2025, the State approved a revised scope allowing LEAP funds to support Housing Element adoption, related Zoning Code amendments, and associated staff time. Total reimbursed LEAP expenditures were $353,191.55, and all LEAP-funded activities are now complete.

One Bay Area Grant (OBAG 3)
In 2023, the City was awarded $2.2 million through the OBAG 3 program, administered by the Metropolitan Transportation Commission, to update the Downtown and Waterfront Specific Plans. Funding is distributed over a four-year period (FY 2022-23 through FY 2025-26).

The OBAG program supports transportation and land use planning that reduces greenhouse gas emissions, improves mobility, and promotes housing near transit. Work on the specific plan updates is anticipated to begin in 2026 and will support continued implementation of the General Plan’s land use, mobility, and climate goals.

General Plan & Housing Element APR for CY 2025

ATTACHMENTS
Attachment 1 – Housing Element Annual Report for Calendar Year 2025

Jurisdiction Vallejo
Reporting Year 2025
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 7
Deed
Restricted 24
Non-Deed
Restricted 9
Deed
Restricted 0
Non-Deed
Restricted 10
143
193
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 3 41 34
2 to 4 units per structure 0 3 2
5+ units per structure 14 120 48
Accessory Dwelling Unit 19 29 33
Mobile/Manufactured Home 0 0 0
Total 36 193 117
Infill Housing Developments and Infill Units Permitted # of Projects Units 32 151
42 42
Total Units
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summar
y
Income Level
(Jan. 1 - Dec. 31)
01/31/2023 - 01/31/2031
Very Low
Low
Moderate
Acutely Low
Extremely Low
Attachment 1
General Plan & Housing Element APR for CY 2025

25 625
128
0 0
1 Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Housing Applications Summar
y
Use of SB 423 Streamlining Provisions - Applications
Number of SB 423 Streamlining Applications
Number of SB 423 Streamlining Applications Approved

Income Rental Ownership Total
Acutely Low 00 0
Extremely Low 00 0
Very Low 00 0
Low 00 0
Moderate 00 0
Above Moderate 00 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 00
SB 9 (2021) - Residential Lot Split 00
AB 2011 (2022) 00
SB 6 (2022) 00
SB 423 (2023) 00
Ministerial and Discretionary Applications # of Units
Ministerial 21 526
Discretionary 49 9
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 3 Number of Units in Applications Submitted Requesting a Density Bonus 505 Number of Projects Permitted with a Density Bonus 3
Number of Units in Projects Permitted with a Density Bonus 120 Housing Element Programs Implemented and Sites Rezoned Count 86 0
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 423 Streamlining Permits

Jurisdiction Vallejo ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Historic Sites Application
Status Project Type Notes
2 34 6 7 8 9 10 12 13 14
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Acutely Low-
Income Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low-Income
Deed
Restricted
Extremely
Low-Income
Non Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income
Non Deed
Restricted
Above
Moderate-
Income
Total

PROPOSED
Units by
Project
Total

APPROVED
Units by
project
Total

DISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.

Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.

Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 0 0 14 0 0 5 114 3 0 57 432 625 128 0 58041070 839
Pennsylvania
Street
Conversion of 699
sq ft of conditioned
space into ADU
PLN25-0003
ADU R
2/11/2025
1 1 1 NONE No No N/A Approved Ministerial
51171120
101 Harrier
Avenue
Development of a
749 sq ft detached
Accessory Dwelling
Unit (ADU) on a lot
with an
average slope of

18.1% percent ZC24-0084, PLN
ADU R
12/18/2024
1 1 NONE No No N/A Pending Ministerial
ADU approval ministerial. S
72246020
311 Valencia
Street
Conversion of a
portion of an
attached four garage
into a new 440 sq ft
JADU
PLN25-0015
ADU R
10/7/2025
1 1 1 NONE No No N/A Approved Ministerial
54164080
1300 Mariposa
Street
Conversion of the
existing attached
garage into a 411 sq
ft ADU
PLN25-0016
ADU R
2/12/2025
1 1 1 NONE No No N/A Approved Ministerial
57115010
304 Calaveras
Street
Conversion of an
attached 422 sq ft
garage into an ADU
PLN25-0028
ADU R
3/11/2025
1 1 1 NONE No No N/A Approved Ministerial
68373080
211 Arrowhead
Drive
665 sq ft attached
ADU garage and
existing living space
conversion
PLN25-0033
ADU R
3/10/2025
1 1 1 NONE No No N/A Approved Ministerial
72361040 201 Malaga
Street
576 sq ft attached
ADU PLN25-0041 ADU R
3/26/2025
1 1 1 NONE No No N/A Approved Ministerial
67345080
117 Candy
Drive
Conversion of an
attached garage into
a 438 sq ft JADU
PLN25-0042
ADU R
3/11/2025
1 1 1 NONE No No N/A Approved Ministerial
72281020 167 Molina
Street
740 sq ft detached
ADU PLN25-0046 ADU R
3/13/2025
1 1 1 NONE No No N/A Approved Ministerial
69282090
124 Skyline
Court
2,203 sq ft single-
family
residence with a
detached 797 sq ft
ADU
PLN25-0055
ADU R
4/3/2025
1 1 1 NONE No No N/A Approved Discretionary
ADU component approved
68302090
101 Evelyn
Circle
Conversion of an
attached garage into
a 305 sq ft JADU
PLN25-0057
ADU R
4/11/2025
1 1 1 NONE No No N/A Approved Ministerial
57191030 421 Phelan
Avenue
740 sq ft detached
ADU PLN25-0060 ADU R
4/11/2025
1 1 1 NONE No No N/A Approved Ministerial
51040240
2234
Sacramento
Street
Conversion of a
2,334 square-foot
commercial
building into a single-
family dwelling
PLN25-0080
SFD O
8/6/2025
1 1 1 NONE No No N/A Approved Discretionary
68570090 166 Golden
Gate Terrace
Proposed 398 unit
subdivision PLN25-0089 SFD O
9/26/2025
68 330 398 SMAP No Yes N/A Pending Ministerial
Submitted under Builder's
69150470 712 Tregaskis
Avenue
996 sq ft attached
ADU basement
conversion
PLN25-0138
ADU R
8/1/2025
1 1 1 NONE No No N/A Approved Ministerial
66191090
601 Coral Sea
Circle
Proposed tract
development of 68
single-family
detached and 28
single-family
attached
PLN25-0158
SFD O
12/30/2025
96 96 NONE No No N/A Pending Discretionary
74042240
337 Idora
Avenue
Conversion of
existing detached
garage space with
extension into a 961
sq ft ADU
PLN25-0176
ADU R
10/22/2025
1 1 1 NONE No No N/A Approved Ministerial
51233230
None
Construction of new
2,948 sq ft duplex
on vacant lot
pursuant to SB 9
PLN25-0186
SFA R
9/17/2025
2 2 SB 9 (2021) -
Duplex in SF
Zone
No No N/A Pending Ministerial
67422140 616 Newport
Way
Detached 907 sq ft
ADU PLN25-0223 ADU R
11/26/2025
1 1 1 NONE No No N/A Approved Ministerial
55104180 316 Florida
Street
770 sq ft ADU above
detached garage ZC24-0018
ADU R
1/22/2025
1 1 1 NONE Yes - National No N/A Approved Ministerial
81722210 5500 Bordeaux
Court
ADU above
detached garage
ZC24-0049,
DVR24-0041
ADU R
7/7/2025
1 1 1 NONE No No N/A Approved Ministerial
74010170
261 Reis
Avenue
580 SQ FT
Detached ADU
containing two
separate 290 sq ft
units
ZC24-0078
ADU R
2/12/2025
2 2 2 NONE No No N/A Approved Ministerial
74010180
285 Reis
Avenue
580 SQ FT
Detached ADU
containing two
separate 290 sq ft
units
ZC24-0079
ADU R
2/12/2025
2 2 2 NONE No No N/A Approved Ministerial
Table A
Cells in grey contain auto-calculation formulas
51 Project Identifier Unit Types Density Bonus Law
Applications
11 Housing Development Applications Submitted
Proposed Units - Affordability by Household Incomes

Jurisdiction Vallejo ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Historic Sites Application
Status Project Type Notes
2 34 6 7 8 9 10 12 13 14
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Acutely Low-
Income Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low-Income
Deed
Restricted
Extremely
Low-Income
Non Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income
Non Deed
Restricted
Above
Moderate-
Income
Total

PROPOSED
Units by
Project
Total

APPROVED
Units by
project
Total

DISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.

Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.

Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 0 0 14 0 0 5 114 3 0 57 432 625 128 0 Table A
Cells in grey contain auto-calculation formulas
51 Project Identifier Unit Types Density Bonus Law
Applications
11 Housing Development Applications Submitted
Proposed Units - Affordability by Household Incomes
182440030
0 Broadleigh
Place 5991 SF, 2-Story
DVR24-0005,
DR24-0002,
LR24-0005,
MUP24-0002
SFD O
7/24/2025
1 1 NONE No No N/A Pending Discretionary
52330080
2261 Tuolumne
Street
Conversion of
existing 93-unit
Senior Housing to
92-unit mixed-
income affordable
housing with one
manager unit
DVR24-0031
5+ R
3/18/2025
46 46 1 93 93 AB 2011 (2022) No Yes Yes Approved Ministerial 62070090
1140 Fifth
Street
New 14-unit
supportive housing
development,
including one on-site
medical clinic on
vacant parcel
DVR24-0035
5+ R
4/30/2025
14 0 14 14 SMAP No Yes Yes Approved Ministerial
Application utilized SB 330

Jurisdiction Vallejo ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 01/31/2023 - 01/31/2031
Table A2
Streamlining Historic Sites Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
23 56 89 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Acutely Low-
Income Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low- Income
Deed
Restricted
Extremely
Low- Income
Non Deed
Restricted
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Entitlement
Date Approved
# of Units
issued
Entitlements
Acutely Low-
Income
Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low-
Income
Deed
Restricted
Extremely
Low-
Income Non
Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low-
Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Building Permits
Date Issued
# of Units Issued
Building Permits
Acutely Low-
Income
Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low- Income
Deed
Restricted
Extremely
Low- Income
Non Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-
Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of
Occupancy or
other forms of
readiness
Please select the
state
streamlining
provision the
project was

APPROVED
pursuant to.
(may select
multiple)
Is this project
located on a site
with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
T
able L?
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable without
financial assistance or
deed restrictions, explain
how the locality determined
the units were affordable
(see instructions)
Term of Affordability
or Deed Restriction
(years) (if affordable in
perpetuity enter 1000)+
Number of
Demolished/Destroy
ed Units
Demolished or
Destroyed
Units
Demolished/
Destroyed
Units Owner
or Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum Allowable
Residential Gross Floor
Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications Given
to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking Waivers
or Parking
Modifications)
Did the project receive
a reduction or waiver
of parking standards?
(Y/N)
Notes+
Summary Row: Start Data Entry Below 0 0 1 4 1 0 5 0 7 0 4 5 3 600000 7 2 49 0 1 0 1 4 3 1 9 3 0 0 4 8 0 0 9080 1 2 4 0 1 1 7 0 68061020 601 FALCON

DRIVE UNIT A
Conversion of non-
conforming living
space to 479 sq ft
JADU
ZC24-0008, BP24-
00058 ADU R
0 0 1 6/17/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
81463220 622 SKYLINE
DRIVE
Living room
conversion to JADU
ZC24-0014, BP24-
00100 ADU R
0 0 1 5/6/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
53243030 627 LA CADENA
GARAGE

CONVERSION TO
JADU
ZC24-0024, BP25-
00353 ADU R
0 1 4/29/2025 1 0 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
57135060 312 GLENN
STREET
700 SF detached
ADU
ZC24-0042, BP24-
00271 ADU R 0 1 3/26/2025 1 1 9/17/2025 1 NONE No N ABAG AFFORDABILITY

METHODOLOGY
81335020 379 LOCUST
DRIVE
865 SF Detached
ADU
ZC24-0044, BP23-
00124 ADU R 0 1 8/19/2025 1 0 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
68381180 418 ARROWHEAD
COURT
Legalize existing 2-
story rear structure
ADU
ZC24-0051, BP24-
01155 ADU R
0 1 8/20/2025 1 0 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
55054090 28 WILSON
AVENUE

CONVERT

EXISTING GARAGE
TO 1195 SQ. FT.

ADU
ZC24-0055, BP24-
01210 ADU R
0 1 1/30/2025 1 0 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
56041010 115 ILLINOIS
STREET
Convert existing
garage to ADU
ZC24-0059, BP25-
00183 ADU R 0 1 12/18/2025 1 0 NONE No N ABAG AFFORDABILITY

METHODOLOGY
68162150 600 MARK

AVENUE UNIT A
GARAGE

CONVERSON FOR
(N) ADU 413 SQ. FT.

ZC24-0065, BP23-
00755 ADU R
0 1 2/10/2025 1 1 11/18/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
57111050 1527 LOUISIANA
STREET
Legalize existing
detached ADU
ZC24-0066, BP24-
01603 ADU R 0 1 5/6/2025 1 1 7/31/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
67232060 140 MARI COURT
UNIT A

CONVERT

EXISTING GARAGE
TO 472 SF. ADU
ZC24-0071, BP24-
01114 ADU R
0 1 4/3/2025 1 1 11/3/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
72022100 122 MUIRWOOD

PLACE UNIT A
380 sf. GARAGE

CONVERSION TO
ADU
ZC24-0075, BP24-
01495 ADU R
0 1 1/9/2025 1 1 9/24/2025 1 NONE No Y
57102180 352 SPRINGS
ROAD
Basement and
Garage Conversion
to ADU
ZC24-0036, BP24-
01627 ADU R
0 1 10/30/2025 1 0 NONE No N ABAG AFFORDABILITY

METHODOLOGY
53200080 705 DEL MAR
AVENUE
New detached 749
square-foot ADU
ZC24-0082, BP25-
00030 ADU R 0 1 7/14/2025 1 0 NONE No Y
57155140 2012 FLORIDA
STREET
LEGALIZE 500 SQ.

FT. JADU ON THE

GROUND FLOOR
BP20-0763 ADU R
0 0 1 5/7/2025 1 NONE No Y
53171040 2447 ALAMEDA
STREET
749 sqft garage
conversion to ADU BP22-00356 ADU R 0 0 1 4/7/2025 1 NONE No Y 68032020 351 SWAN WAY
UNIT A 434 SQ FT -JADU BP22-00929 ADU R 0 0 1 4/30/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
57113230
1830 L.

ELLENBURG
STREET
New Detached ADU
with 722 sq ft . 2
Bedrooms 1 BP-2021-
1829
BP22-0257 ADU R
0 0 1 7/31/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
52102280 508 ALMOND
AVENUE
Garage conversion to
426 sqft ADU BP23-00070 ADU R 0 0 1 9/17/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
54141110 130 BAYVIEW
AVENUE
Converting back of
existing garage into a
JADU 291sq ft
BP23-00371 ADU R
0 0 1 5/7/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
69163380 125 ROSS

STREET UNIT A
Conversion of
existing room into
JADU-311sq ft
BP23-00596 ADU R
0 0 1 5/13/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
69163380 125 ROSS

STREET UNIT B
Garage conversion to
ADU 565 sqft BP23-00597 ADU R 0 0 1 5/12/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
68314030 160 PAMELA
STREET
860 SQ. FT. ADU
NEW BUILD BP23-00702 ADU R 0 0 1 9/12/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
182232040 1336 MISAWA
COURT
New Construction
ADU 557sq ft BP23-01202 ADU R 0 0 1 4/2/2025 1 NONE No N ABAG AFFORDABILITY

METHODOLOGY
67437100 141 DOLPHIN

COURT UNIT A
440 sq. ft. GARAGE

CONVERSION TO
ADU
BP23-01435 ADU R
0 0 1 8/18/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
68243060 300 FORDHAM

CIRCLE UNIT A
418 SQ. FT.

GARAGE

CONVERSION TO
JADU
BP23-01613 ADU R
0 0 1 10/27/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
57094010 1903 ALABAMA
STREET
Convert existing
detached garage into
ADU 672 sq ft
BP24-00281 ADU R
0 0 1 6/13/2025 1 NONE No Y ABAG AFFORDABILITY

METHODOLOGY
68191200 0 GRIFFIN DRIVE
New two-story home,
with five bedrooms
and three baths
DVR24-0002, BP25-
00400 SFD O
0 1 10/22/2025 1 0 NONE No N
182232040 1336 MISAWA
COURT
New Construction
Main residence 2,571
SQ FT
BP23-01183 SFD O
0 0 1 4/2/2025 1 NONE No N
82504010 8087 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
1STORY-2,305 SQ
FT
BP24-00601 SFD O
0 0 1 4/21/2025 1 NONE No N
82504020 8091 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-2,206 SQ
FT 4BED/3BATH
BP24-00602 SFD O
0 0 1 4/16/2025 1 NONE No N
82504030 8095 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-3,037 SQ
FT
BP24-00603 SFD O
0 0 1 4/15/2025 1 NONE No N
82504040 8099 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-2,634 SQ
FT 4BED/3BATH
BP24-00604 SFD O
0 0 1 4/10/2025 1 NONE No N
82503010 8078 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
1STORY-2,305 SQ
FT
BP24-00608 SFD O
0 0 1 5/14/2025 1 NONE No N
82503030 8082 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-2,634 SQ
FT
BP24-00609 SFD O
0 0 1 5/13/2025 1 NONE No N
82503040 8086 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-3,037 SQ
FT 4BED/3BATH
BP24-00610 SFD O
0 0 1 5/8/2025 1 NONE No N
82503050 8090 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-3,408SQ
FT 5BED/3-1/2BATH
BP24-00611 SFD O
0 0 1 5/6/2025 1 NONE No N
82503060 8094 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-2,362 SQ
FT 4BED/3BATH
BP24-00612 SFD O
0 0 1 4/7/2025 1 NONE No N
82503070 8098 WATERFALL
LN

NEW SINGLE

FAMILY RESIDENCE
2STORY-2,634 SQ
FT
BP24-00613 SFD O
0 0 1 4/3/2025 1 NONE No N
57191270 304 MAYO
AVENUE UNIT A Unit A New Duplex BP22-0260 2 to 4 R 0 0 1 3/5/2025 1 NONE No Y 57191270 304 MAYO

AVENUE UNIT B
Unit B New Duplex
1281 sqft, 3 bed 2.5
bath
BP22-0312 2 to 4 R
0 0 1 3/5/2025 1 NONE No Y
82512170 8661 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
3,037SQ FT
4BED/3BATH
BP24-01698 SFD O
0 1 1/21/2025 1 1 6/9/2025 1 NONE No N
82512180 8657 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
2,206 SQ FT 3BED/2-
1/2BATH
BP24-01699 SFD O
0 1 1/21/2025 1 1 6/16/2025 1 NONE No N
82512190 8653 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
2,305 SQ FT 3
BED/2BATH
BP24-01700 SFD O
0 1 1/21/2025 1 1 6/17/2025 1 NONE No N
82523180 8649 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
2,634 SQ FT 3BED/2-
1/2BATH
BP24-01701 SFD O
0 1 1/21/2025 1 1 7/21/2025 1 NONE No N
82523170 8645 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
2,305 SQ FT
3BED/2BATH
BP24-01702 SFD O
0 1 1/22/2025 1 1 7/22/2025 1 NONE No N
82522020 8644 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
3,021 SQ FT
5BED/3.5BATH
BP24-01703 SFD O
0 1 1/22/2025 1 1 7/17/2025 1 NONE No N
82522010 8648 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
3,037 SQ FT
4BED/3BATH
BP24-01704 SFD O
0 1 1/22/2025 1 1 7/14/2025 1 NONE No N
82513050 8652 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
3,021 SQ FT
5BED/3.5BATH
BP24-01705 SFD O
0 1 1/22/2025 1 1 6/17/2025 1 NONE No N
82512160 8665 ROCKAWAY
DRIVE

NEW SINGLE

FAMILY RESIDENCE
2,634 SQ FT
4BED/3BATH
BP24-01706 SFD O
0 1 1/22/2025 1 1 6/5/2025 1 NONE No N
82523110 8621 ROCKAWAY
DRIVE
NEW SFR 3,021SF

W/ATTACHED
736SF GARAGE
5BED/3-1/2BATH
BP25-00226 SFD O
0 1 3/28/2025 1 1 10/15/2025 1 NONE No N
82522080 8620 ROCKAWAY
DRIVE
NEW SFR 2,634SF

W/ATTACHED
445SF GARAGE
4BED/3BATH
BP25-00227 SFD O
0 1 3/28/2025 1 1 9/24/2025 1 NONE No N
82522070 8624 ROCKAWAY
DRIVE
NEW SFR 3,021SF

W/ATTACHED
736SF GARAGE
5BED/3-1/2BATH
BP25-00227 SFD O
0 1 3/28/2025 1 1 9/18/2025 1 NONE No N
82522060 8628 ROCKAWAY
DRIVE
NEW SFR 3,037SF

W/ATTACHED
736SF GARAGE
4BED/3BATH
BP25-00229 SFD O
0 1 3/28/2025 1 1 9/18/2025 1 NONE No N
82522050 8632 ROCKAWAY
DRIVE
NEW SFR 2,362SF

W/ATTACHED
458SF GARAGE
3BED/2-1/2BATH
BP25-00230 SFD O
0 1 3/28/2025 1 1 9/5/2025 1 NONE No N
82522040 8636 ROCKAWAY
DRIVE
NEW SFR 2,305SF

W/ATTACHED
466SF GARAGE
3BED/2BATH
BP25-00231 SFD O
0 1 3/28/2025 1 1 8/28/2025 1 NONE No N
82522030 8640 ROCKAWAY
DRIVE
NEW SFR 2,634SF

W/ATTACHED
445SF GARAGE
4BED/3BATH
BP25-00232 SFD O
0 1 3/28/2025 1 1 8/28/2025 1 NONE No N
82523140 8633 ROCKAWAY
DRIVE
NEW SFR 3,021SF

W/ATTACHED
736SF GARAGE
5BED/3-1/2BATH
BP25-00235 SFD O
0 1 3/28/2025 1 1 8/25/2025 1 NONE No N
82521010 8124 BLUE RIVER
DRIVE
NEW SFR 3,021SF
5BED/3-1/2BATH
W/ATTACHED 736

SQ FT GARAGE
BP25-00458 SFD O
0 1 5/16/2025 1 1 12/5/2025 1 NONE No N
82522110 8608 ROCKAWAY
DRIVE
NEW SFR 3,039SF
5BED/3-1/2BATH
W/ATTACHED 736

SQ FT GARAGE
BP25-00463 SFD O
0 1 5/16/2025 1 1 11/4/2025 1 NONE No N
82522100 8612 ROCKAWAY
DRIVE
NEW SFR 3,037SF
4BED/3BATH
W/ATTACHED 482

SQ FT GARAGE
BP25-00464 SFD O
0 1 5/16/2025 1 1 12/17/2025 1 NONE No N
Note: "+" indicates an optional field
Housing with Financial
Assistance and/or Deed
Restrictions
Demolished/Destroyed UnitsProject Identifier
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10