HomeMy WebLinkAboutFin ERP Consulting and Staff Augmentation Services; A1
v. Feb 2025 Page 1
AMENDMENT TO CONTRACT
BY AND BETWEEN
THE CITY OF SAN RAFAEL AND ________________________________
FOR ________________________________________________________
Original Contract Execution Date: ________________,
Contract No._______________________
Amendment No. ___
THE ABOVE-NAMED CONTRACT is hereby amended by the parties as set
forth herein by the checked boxes below and is effective on _____________________.
☐ SCOPE OF WORK: The Scope of Work is hereby amended in Exhibit A-__,
attached hereto and incorporated by reference.
☐ COMPENSATION: The parties agree to increase the not-to-exceed amount by
$____________, and to increase the total not-to-exceed amount under the Contract to
$_________________.
☐ TERM OF CONTRACT: For Contractor to perform the additional or amended
work described herein, the term of this Contract shall be extended to
______________________.
Except as specifically amended herein, all other provisions, terms and obligations
of the Contract between the parties shall remain valid and shall be in full force.
498,000
November 1, 2024
1
X
1
For City Clerk Use Only: April 1, 2027
X
348,000
KRISCH & COMPANY, AN ACCOUNTANCY CORPORATION
X
CONSULTING AND STAFF AUGMENTATION SERVICES
N/A
April 1, 2027
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
August 28, 2025
2025-0033
v. Feb 2025 Page 2
IN WITNESS WHEREOF, the parties have executed this Amendment on the day,
month, and year first specified below.
CITY OF SAN RAFAEL:
_________________________________
________________________________,
_________________________________
Executed on:_______________________
APPROVED AS TO FORM:
Office of the City Attorney
_________________________________
________________________________,
_________________________________
ATTEST:
City Clerk
_________________________________
________________________________,
_________________________________
CONTRACTOR:
__________________________________
By: ____________________________
Name: ____________________________
Title: ____________________________
[If Contractor is a corporation, second
corporate officer signature required]
__________________________________
By: ____________________________
Name: ____________________________
Title: _____________________________
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
CEO
Krisch & Company
Katherine Yeun Krisch
Andrea Visveshwara
Chief Assistant City Attorney
Cristine Alilovich
City Manager
August 28, 2025
City Clerk
Lindsay Lara
EXHIBIT A
SCOPE OF WORK
This is an Exhibit attached to, and made a part of the Contract by and between
Contractor and the City providing for the referenced services. The Scope of Work
includes:
1. Description of the Work:
1.1 Description: Per original contract
2. Specific Tasks:
As part of the Scope of Work, the Contractor shall perform the following tasks:
2.1 Task 1 – ERP Phase 1 (Financials)
• Includes 160 additional hours for implementation of additional modules /
functionality and further Financials support.
2.2 Task 2 – ERP Phase 2 (Human Resources Management / Payroll)
• Krisch staff would attend Tyler implementation meetings.
• Krisch staff would attend internal staff meetings to discuss and ensure that
the software is carrying out City policies and procedures as intended while
ensuring efficiency and best practice.
• Krisch would provide Technical Project Management services including
guiding policy discussions with the Steering Committee (or applicable
upper management), change management discussions City-wide, and
coordinating staffing/training with upper management.
• Krisch staff will conduct the majority of the technical implementation for
Phase 2 including all module set up and training of other City staff.
• Krisch staff will provide data entry and testing to ensure the system is ready
for go live.
2.3 Task 3 – Staff Backfill Support
• Krisch resources will be provided to support baseline operational needs
resulting from temporary staff vacancies due to approved leave of
absences.
METHOD OF PAYMENT
Subject to the terms and conditions of this Contract, Contractor shall be paid on a basis
set forth herein by the checked boxes below:
☐ A fixed fee for the work performed
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
-1
☒ An hourly rate for the work performed is based on the following hourly rates:
Method of Payment – Per original contract.
Billing Rates:
– END OF EXHIBIT A –
Calendar Year Calendar Year Calendar Year
2025 2026 2027
Hourly Hourly Hourly
Rates Rates Rates
Partners $363 $363 $363
Managers $205 to $235 $208 to $245 $214 to $250
Sr. Consultant $225 $225 $225
Payroll Specialist $167 $170 $173
Supervisors $144 to $170 $146 to $173 $150 to $180
Senior Associates $130 to $140 $135 to $145 $137 to $150
Associates $95 to $113 $100 to $115 $103 to $120
Accounting Technicians $75 $77 $79
Administrative Staff $76 $77 $80
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown
below.
All following documents are attached as reference material.
RESPONSIBLE PARTY DESCRIPTION COMPLETED
Project Manager Email PINS insurance request to Contractor ☐
City Attorney’s Office Review, revise as needed, and approve agreement as to
form
Department Director Review and approve agreement
Risk Management Confirm insurance documentation is complete
Finance Review and sign off on funding availability
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department:
Project Manager:
Contractor Name:
Contractor’s Contact: Contact’s Email:
City Council Date: ☐ ___________________ or ☐ Not applicable
☐ FPPC: Check if Contractor must file Form 700
X
Heatherr@krischcpas.com
Krisch & Company
Paul Navazio
10/7/2024
X
Finance
Heather Rowden
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
Rev. 08.22 1
AGREEMENT FOR PROFESSIONAL SERVICES
BY AND BETWEEN
THE CITY OF SAN RAFAEL
AND
KRISCH & COMPANY. AN ACCOUNTANCY CORPORATION
FOR CONSULTING AND STAFF AUGMENTATION SERVICES
This Agreement is made and entered into as of ________________________ (the “Effective
Date”), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation
(hereinafter "CITY"), and KRISCH & COMPANY, An Accountancy Corporation, a California
corporation (hereinafter "CONSULTANT"). CITY and CONSULTANT may be referred to
individually as a “Party” or collectively as the “Parties” or the “Parties to this Agreement.”
RECITALS
A. CITY desires to secure professional services more fully described in this
Agreement, at Exhibit A, entitled “SCOPE OF SERVICES”; and
B. CONSULTANT represents that it, and its subcontractors, if any, have the
professional qualifications, expertise, and necessary licenses and desire to provide certain goods
and/or required services of the quality and type which meet objectives and requirements of CITY;
and
C. The Parties have specified herein the terms and conditions under which such
services will be provided and paid for.
NOW, THEREFORE, the parties hereby agree as follows:
AGREEMENT
1. SERVICES TO BE PROVIDED.
Except as otherwise may be expressly specified in this Agreement, CONSULTANT shall
furnish all technical and professional services, including labor, material, equipment,
transportation, supervision and expertise (collectively referred to as “Services”) to satisfactorily
complete the work required by CITY at its sole risk and expense. Services to be provided to CITY
are more fully described in Exhibit A entitled “SCOPE OF SERVICES.” CONSULTANT
acknowledges that the execution of this Agreement by CITY is predicated upon representations
made by CONSULTANT in that certain proposal, dated September 16, 2024 (“Proposal”) set
forth in Exhibit A, which constitutes the basis for this Agreement.
2. COMPENSATION.
In consideration for CONSULTANT’s complete performance of Services, CITY shall pay
CONSULTANT for all materials provided and services rendered by CONSULTANT at the unit
rates and rates per hour for labor, as set forth in Exhibit A, for a total amount not to exceed
$150,000.
* 1 @ v A ? A C
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CONSULTANT will bill City on a monthly basis for Services provided by
CONSULTANT during the preceding month, subject to verification by CITY. CITY will pay
CONSULTANT within thirty (30) days of City’s receipt of invoice.
3. TERM OF AGREEMENT.
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently
modified by a written amendment to this Agreement, the term of this Agreement shall begin on
the October 1, 2024 of this Agreement and terminate on August 31, 2025.
4. PROJECT COORDINATION.
A. CITY’S Project Manager. Finance Director is hereby designated the PROJECT
MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects of the progress
and execution of this Agreement.
B. CONSULTANT’S Project Director. CONSULTANT shall assign a single
PROJECT DIRECTOR to have overall responsibility for the progress and execution of this
Agreement for CONSULTANT. Katherine Krisch is hereby designated as the PROJECT
DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution
of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT
shall notify the CITY within ten (10) business days of the substitution.
5. TERMINATION.
A. Discretionary. Either party may terminate this Agreement without cause upon thirty
(30) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days
written notice mailed or personally delivered to the other party, and the notified party's failure to cure
or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice,
within such fifteen (15) day time period.
C. Effect of Termination. Upon receipt of notice of termination, neither party shall
incur additional obligations under any provision of this Agreement without the prior written consent
of the other.
D. Return of Documents. Upon termination, any and all CITY documents or materials
provided to CONSULTANT and any and all of CONSULTANT's documents and materials
prepared for or relating to the performance of its duties under this Agreement, shall be delivered to
CITY as soon as possible, but not later than thirty (30) days after termination.
6. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the CONSULTANT in connection with
the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may
use said property for any purpose, including projects not contemplated by this Agreement.
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7. INSPECTION AND AUDIT.
Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONSULTANT in connection with
its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY
or its agent in any such audit or inspection.
8. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Agreement nor the
performance of any of their respective obligations hereunder, without the prior written consent of the
other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising
hereunder shall be void and of no effect.
9. INSURANCE REQUIREMENTS.
During the term of this Agreement, and for any time period set forth in Exhibit B,
CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance
policies with respect to employees and vehicles assigned to the performance of Services under this
Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage
verifications as defined in Exhibit B.
10. INDEMNIFICATION.
A. Except as otherwise provided in subparagraph B of this section, CONSULTANT
shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by
CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the
“City Indemnitees”), from and against any claim, demand, suit, judgment, loss, liability or
expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and
fees of litigation, (collectively “CLAIMS”), arising out of CONSULTANT’S performance of its
obligations or conduct of its operations under this Agreement. The CONSULTANT's obligations
apply regardless of whether or not a liability is caused or contributed to by the active or passive
negligence of the City Indemnitees. However, to the extent that liability is caused by the active
negligence or willful misconduct of the City Indemnitees, the CONSULTANT's indemnification
obligation shall be reduced in proportion to the City Indemnitees’ share of liability for the active
negligence or willful misconduct. In addition, the acceptance or approval of the
CONSULTANT’s work or work product by the CITY or any of its directors, officers or
employees shall not relieve or reduce the CONSULTANT’s indemnification obligations. In the
event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding
arising from CONSULTANT’S performance of or operations under this Agreement,
CONSULTANT shall provide a defense to the City Indemnitees or at CITY’S option reimburse
the City Indemnitees their costs of defense, including reasonable attorneys’ fees, incurred in
defense of such claims.
B. Where the services to be provided by CONSULTANT under this Agreement are
design professional services to be performed by a design professional as that term is defined under
Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil
Code sections 2782, 2782.6 and 2782.8, CONSULTANT shall indemnify and hold harmless the
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CITY and its officers, officials, and employees (collectively City Indemnitees) from and against
damages, liabilities or costs (including incidental damages, Court costs, reasonable attorney’s fees
as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in
connection therewith and costs of investigation) to the extent they are caused by the negligence,
recklessness, or willful misconduct of CONSULTANT, or any subconsultants, or subcontractor
or anyone directly or indirectly employed by them, or anyone for whom they are legally liable
(collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not
apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct
of such City Indemnitee.
C. The defense and indemnification obligations of this Agreement are undertaken in
addition to, and shall not in any way be limited by, the insurance obligations contained in this
Agreement, and shall survive the termination or completion of this Agreement for the full period
of time allowed by law.
11. NONDISCRIMINATION.
CONSULTANT shall not discriminate, in any way, against any person on the basis of age,
sex, race, color, religion, ancestry, national origin or disability in connection with or related to the
performance of its duties and obligations under this Agreement.
12. COMPLIANCE WITH ALL LAWS.
CONSULTANT shall observe and comply with all applicable federal, state and local laws,
ordinances, codes and regulations, in the performance of its duties and obligations under this
Agreement. CONSULTANT shall perform all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. CONSULTANT shall release, defend, indemnify and
hold harmless CITY, its officers, agents and employees from any and all damages, liabilities,
penalties, fines and all other consequences from any noncompliance or violation of any laws,
ordinances, codes or regulations.
13. NO THIRD PARTY BENEFICIARIES.
CITY and CONSULTANT do not intend, by any provision of this Agreement, to create in
any third party, any benefit or right owed by one party, under the terms and conditions of this
Agreement, to the other party.
14. NOTICES.
All notices and other communications required or permitted to be given under this Agreement,
including any notice of change of address, shall be in writing and given by personal delivery, or
deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to
be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the
date of deposit with the United States Postal Service. Notice shall be given as follows:
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
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To CITY’s Project Manager:
Paul Navazio, Finance Director
1400 Fifth Avenue
San Rafael, CA 94901
To CONSULTANT’s Project Director:
Katherine Yuen Krisch
Krisch & Company
3478 Buskirk Avenue, Suite 215
Pleasant Hill, CA 94523
15. INDEPENDENT CONTRACTOR.
For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as employees of
the CITY. CONSULTANT and CITY expressly intend and agree that the status of
CONSULTANT, its officers, agents and employees be that of an Independent Contractor and not
that of an employee of CITY.
16. ENTIRE AGREEMENT -- AMENDMENTS.
A. The terms and conditions of this Agreement, all exhibits attached, and all documents
expressly incorporated by reference, represent the entire Agreement of the parties with respect to the
subject matter of this Agreement.
B. This written Agreement shall supersede any and all prior agreements, oral or written,
regarding the subject matter between the CONSULTANT and the CITY.
C. No other agreement, promise or statement, written or oral, relating to the subject
matter of this Agreement, shall be valid or binding, except by way of a written amendment to this
Agreement.
D. The terms and conditions of this Agreement shall not be altered or modified except
by a written amendment to this Agreement signed by the CONSULTANT and the CITY.
E. If any conflicts arise between the terms and conditions of this Agreement, and the
terms and conditions of the attached exhibits or the documents expressly incorporated by reference,
the terms and conditions of this Agreement shall control.
17. SET-OFF AGAINST DEBTS.
CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT
under this Agreement, any monies which CONSULTANT owes CITY under any ordinance,
agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or
other amounts.
18. WAIVERS.
The waiver by either party of any breach or violation of any term, covenant or condition of
this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any
other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation
of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent
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acceptance by either party of any fee, performance, or other consideration which may become due or
owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation
by the other party of any term, condition, covenant of this Agreement or any applicable law, ordinance
or regulation.
19. COSTS AND ATTORNEY'S FEES.
The prevailing party in any action brought to enforce the terms and conditions of this
Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs
(including claims administration) and attorney's fees expended in connection with such action.
20. CITY BUSINESS LICENSE / OTHER TAXES.
CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY
business license as required by the San Rafael Municipal Code, and CONSULTANT shall pay any
and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for
any work performed under this Agreement, until CONSULTANT has provided CITY with a
completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and
Certification).
21. SURVIVAL OF TERMS.
Any terms of this Agreement that by their nature extend beyond the term (or termination) of
this Agreement shall remain in effect until fulfilled and shall apply to both Parties’ respective
successors and assigns.
22. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
23. COUNTERPARTS AND ELECTRONIC SIGNATURE.
This Agreement may be executed by electronic signature and in any number of counterparts,
each of which shall be deemed an original, but all of which together shall constitute one document.
Counterpart signature pages may be delivered by telecopier, email or other means of electronic
transmission.
[Signatures are on the following page.]
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
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IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL:
_________________________________
CRISTINE ALILOVICH, City Manager
APPROVED AS TO FORM:
Office of the City Attorney
_________________________________
By: ROBERT F. EPSTEIN, City Attorney
ATTEST:
City Clerk
_________________________________
LINDSAY LARA, City Clerk
CONSULTANT:
By:
Name: Katherine Yuen Krisch
Title: Chief Executive Officer
[If CONSULTANT is a corporation, add
signature of second corporate officer]
By:
Name:
Title:
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Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
Rev. 08.22 A-1
EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for CITY by CONSULTANT under this Agreement are more fully
described in CONSULTANT’s proposal, which is attached to this Exhibit A.
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
3478 Buskirk Avenue, Suite 215 Pleasant Hill, CA 94523 T 925.930.0902 W krischcpas.com
September 16, 2024
Paul Navazio
Finance Director
City of San Rafael
1375 5th Avenue,
San Rafael, CA 95901
Dear Paul:
This letter is to confirm our understanding of the terms and objectives of our engagement with the City of San
Rafael (City), California, as well as the nature and limitations of the services we will provide.
From the period October 1, 2024, to August 31, 2025, we will provide the following services to the City:
1. Staff Augmentation -- various accounting services that may include the following:
o General Accounting
Day-to-day operations
Month-end close process
o Accounts Payable support
o Business License support
Ongoing operations
Annual renewal process
o Special Projects
2. ERP Implementation Support -- assistance in various aspects of the City’s ERP Implementation Project.
The project consists of design, configuration and testing of the full suite of Tyler/Munis (ERP) modules,
including:
o General Ledger / Chart of Accounts,
o Budget,
o Purchasing / Accounts Payable,
o Contract Management,
o Project/Grants Accounting,
o General Billing,
o Human Resources Management, and
o Payroll
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
3478 Buskirk Avenue, Suite 215 Pleasant Hill, CA 94523 T 925.930.0902 W krischcpas.com
The total maximum fee for the above services is $150,000. Our fees will be based on the amount of actual time
required at various levels of responsibility of our staff. We also charge half of our hourly rates for travel time.
Below are the 2024 and 2025 billing rates of our professional staff: Our billing rates are adjusted annually on
Jan 1.
Our engagement is limited to the time period and the accounting services indicated above. As our services are
limited in nature, we do not verify or audit any of the information you provide to us. If we notice that an amount
appears unusual or out of the ordinary, we will call it to your attention, but our engagement cannot be relied
upon to disclose errors, fraudulent financial reporting, misappropriation of assets, or noncompliance with laws
and regulations that may have occurred. However, we will inform the appropriate level of management of any
material errors and of any evidence or information that comes to our attention during the performance of our
engagement that fraud may have occurred. We will also report to the appropriate level of management any
evidence or information that comes to our attention regarding noncompliance with laws and regulations that may
have occurred, unless it is clearly inconsequential. By your signature below, you understand and agree that you
are responsible for preventing and detecting fraud. Should you wish us to expand our procedures to include
additional work and investigations, we will arrange this with you in a separate engagement letter.
Our fees and costs for work will be billed monthly. Invoices unpaid 30 days past the billing date may be deemed
delinquent and are subject to an interest charge of 1.0% per month. We reserve the right to suspend our services
or to withdraw from this engagement in the event that any of our invoices are deemed delinquent. In the event
that any collection action is required to collect unpaid balances due us, you agree to reimburse us for our costs
of collection, including attorneys' fees.
If billings are past due in excess of 90 days of the invoice date, at our election, we may stop all work until your
account is brought current or withdraw from this engagement. The City acknowledges and agrees that we are
not required to continue work in the event of the City’s failure to pay on a timely basis for services rendered as
required by this engagement letter. The City further acknowledges and agrees that in the event we stop work or
withdraw from this engagement as a result of the City’s failure to pay on a timely basis for services rendered as
required by this engagement letter, we shall not be liable for any damages that occur as a result of our ceasing
to render services.
It is our policy to keep records related to this engagement for seven years. However, we do not keep any original
client records, so we will return those to you at the completion of the services rendered under this engagement.
It is your responsibility to retain and protect your records (which includes any work product we provide to you
as well as any records that we return) for possible future use, including potential examination by government or
regulatory agencies. We do not accept responsibility for hosting client information; therefore, you have the sole
responsibility for ensuring you retain and maintain in your possession all your financial and non-financial
information, data and records.
Calendar Year Calendar Year
2024 2025
Hourly Hourly
Rates Rates
Partners $346 $363
Managers $200 to $225 $210 to $236
Sr. Consultant $225 $225
Payroll Specialist $159 $167
Supervisors $140 to $195 $144 to $200
Senior Associates $124 to $131 $130 to $140
Associates $94 to $108 $99 to $113
Administrative Staff $76 $80
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
3478 Buskirk Avenue, Suite 215 Pleasant Hill, CA 94523 T 925.930.0902 W krischcpas.com
If a dispute arises among the parties hereto, the parties agree to first try in good faith to settle the dispute by
mediation administered within the county of Contra Costa, California, by a mediation organization, under its
applicable rules for resolving professional accounting and related services disputes before resorting to litigation.
The costs of any mediation proceeding shall be shared equally by all parties.
If, after full consideration and consultation with counsel if so desired, you agree that the foregoing terms shall
govern this engagement, please sign the copy of this letter in the space provided and return the original signed
letter to me, keeping a fully executed copy for your records.
Thank you for your attention to this matter, and please contact me with any questions that you may have.
Very truly yours,
Krisch & Company
ACCEPTED AND AGREED:
RESPONSE:
This letter correctly sets forth the understanding of City.
By: ________________________________________
Title: ________________________________________
Date: ________________________________________
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
Rev. 08.22 B-1
EXHIBIT B
INSURANCE REQUIREMENTS
During the term of this Agreement, and for any time period set forth below,
CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance
policies with respect to employees and vehicles assigned to the performance of Services under this
Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage
verifications as defined in this Exhibit B.
A. Scope of Coverage. During the term of this Agreement, CONSULTANT shall
maintain, at no expense to CITY, the following insurance policies:
1. Commercial general liability. A commercial general liability insurance
policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars
($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage.
2. Automobile liability. An automobile liability (owned, non-owned, and hired
vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) per
occurrence.
3. Professional liability. If any licensed professional performs any of the
services required to be performed under this Agreement, a professional liability insurance policy in
the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars
($2,000,000) aggregate, to cover any claims arising out of the CONSULTANT's performance of
services under this Agreement. Where CONSULTANT is a professional not required to have a
professional license, CITY reserves the right to require CONSULTANT to provide professional
liability insurance pursuant to this section.
4. Workers’ compensation. If it employs any person, CONSULTANT shall
maintain workers’ compensation insurance, as required by the State of California, with statutory
limits, and employer’s liability insurance with limits of no less than one million dollars
($1,000,000) per accident for bodily injury or disease. CONSULTANT’s workers’ compensation
insurance shall be specifically endorsed to waive any right of subrogation against CITY.
B. Other Insurance Requirements. The insurance coverage required of the
CONSULTANT in subparagraph A of this section above shall also meet the following requirements:
1. Except for professional liability insurance or workers’ compensation
insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers,
agents, employees, and volunteers, as additional insureds (for both ongoing and completed
operations) under the policies.
2. The additional insured coverage under CONSULTANT’s insurance policies
shall be “primary and noncontributory” with respect to any insurance or coverage maintained by
CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The
“primary and noncontributory” coverage in CONSULTANT’S policies shall be at least as broad as
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
v 08.22 B-2
ISO form CG20 01 04 13.
3. Except for professional liability insurance or workers’ compensation
insurance, the insurance policies shall include, in their text or by endorsement, coverage for
contractual liability and personal injury.
4. By execution of this Agreement, CONSULTANT hereby grants to CITY
a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against
CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to
obtain any endorsement that may be necessary to effect this waiver of subrogation, but this
provision applies regardless of whether or not CITY has received a waiver of subrogation
endorsement from the insurer.
5. If the insurance is written on a Claims Made Form, then, following termination
of this Agreement, said insurance coverage shall survive for a period of not less than five years.
6. The insurance policies shall provide for a retroactive date of placement
coinciding with the Effective Date of this Agreement.
7. The limits of insurance required in this Agreement may be satisfied by a
combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall
contain or be endorsed to contain a provision that such coverage shall also apply on a primary and
noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before
CITY’S own insurance or self-insurance shall be called upon to protect it as a named insured.
8. It shall be a requirement under this Agreement that any available insurance
proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or
limits shall be available to CITY or any other additional insured party. Furthermore, the requirements
for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or
(2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds
available to the named insured; whichever is greater. No representation is made that the minimum
insurance requirements of this Agreement are sufficient to cover the obligations of the
CONSULTANT under this Agreement.
9. CONSULTANT agrees to ensure that subcontractors, and any other party
involved with the Services, who is brought onto or involved in the performance of the Services by
CONSULTANT, provide the same minimum insurance coverage required of CONSULTANT,
except as with respect to limits. CONSULTANT agrees to monitor and review all such coverage
and assumes all responsibility for ensuring that such coverage is provided in conformity with the
requirements of this Agreement. CONSUTLANT agrees that upon request by CITY, all
agreements with, and insurance compliance documents provided by, such subcontractors and
others engaged in the performance of Services will be submitted to CITY for review.
10. CONSULTANT agrees to be responsible for ensuring that no contract used
by any party involved in any way with the Services reserves the right to charge CITY or
CONSULTANT for the cost of additional insurance coverage required by this Agreement. Any
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
v 08.22 B-3
such provisions are to be deleted with reference to CITY. It is not the intent of CITY to reimburse
any third party for the cost of complying with these requirements. There shall be no recourse
against CITY for payment of premiums or other amounts with respect thereto.
C. Deductibles and SIR’s. Any deductibles or self-insured retentions in
CONSULTANT's insurance policies must be declared to and approved by the CITY and shall not
reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall
provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY
or other additional insured party. At CITY's option, the deductibles or self-insured retentions with
respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONSULTANT shall
procure a bond guaranteeing payment of losses and related investigations, claims administration,
attorney’s fees and defense expenses.
D. Proof of Insurance. CONSULTANT shall provide to the PROJECT MANAGER
all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this
Agreement; (2) a copy of the policy declaration page and/or endorsement page listing all policy
endorsements for the commercial general liability policy, and (3) excerpts of policy language or
specific endorsements evidencing the other insurance requirements set forth in this Agreement.
CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from
CONSULTANT. Failure to exercise this right shall not constitute a waiver of the right to exercise it
later. The insurance shall be approved as to form and sufficiency by the CITY.
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below.
Step RESPONSIBLE
DEPARTMENT
DESCRIPTION COMPLETED
DATE
REVIEWER
Check/Initial
1 Project Manager
a. Email PINS Introductory Notice to Contractor
b. Email contract (in Word) and attachments to City
Attorney c/o Laraine.Gittens@cityofsanrafael.org
n/a
10/2/2024
☒
☒
2 City Attorney
a. Review, revise, and comment on draft agreement
and return to Project Manager
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
10/2/2024
☒
☒
3 Department Director Approval of final agreement form to send to
contractor
☒
4 Project Manager
Forward three (3) originals of final agreement to
contractor for their signature
☒
5 Project Manager When necessary, contractor-signed agreement
agendized for City Council approval *
*City Council approval required for Professional Services
Agreements and purchases of goods and services that exceed
$75,000; and for Public Works Contracts that exceed $175,000
Date of City Council approval
☐ N/A
Or
10/7/2024
☒
PRINT CONTINUE ROUTING PROCESS WITH HARD COPY
6 Project Manager Forward signed original agreements to City
Attorney with printed copy of this routing form
10/8/2024 VB
7 City Attorney Review and approve hard copy of signed
agreement
10/24/24 RFE
8 City Attorney Review and approve insurance in PINS , and bonds
(for Public Works Contracts)
9 City Manager / Mayor Agreement executed by City Council authorized
official
10 City Clerk Attest signatures, retains original agreement and
forwards copies to Project Manager
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department: Finance
Project Manager: Paul Navazio Extension: 3062
Contractor Name: Krisch & Company, An Accountancy Corporation
Contractor’s Contact: Katherine Krisch Contact’s Email: Katherinek@krischcpas.com
☐ FPPC: Check if Contractor/Consultant must file Form 700
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
Professional-Services-Agreement-Krisch
Company
Final Audit Report 2024-11-01
Created:2024-11-01
By:Laraine Gittens (laraine.gittens@cityofsanrafael.org)
Status:Signed
Transaction ID:CBJCHBCAABAAKd8McjGXlW9SjCTbiVF6JNla8geOwSJV
"Professional-Services-Agreement-Krisch Company" History
Document created by Laraine Gittens (laraine.gittens@cityofsanrafael.org)
2024-11-01 - 0:03:12 AM GMT
Document emailed to Katherine Krisch (katherinek@krischcpas.com) for signature
2024-11-01 - 0:04:42 AM GMT
Email viewed by Katherine Krisch (katherinek@krischcpas.com)
2024-11-01 - 5:32:18 PM GMT
Document e-signed by Katherine Krisch (katherinek@krischcpas.com)
Signature Date: 2024-11-01 - 5:32:53 PM GMT - Time Source: server
Document emailed to rob.epstein@cityofsanrafael.org for signature
2024-11-01 - 5:32:57 PM GMT
Email viewed by rob.epstein@cityofsanrafael.org
2024-11-01 - 5:37:33 PM GMT
Signer rob.epstein@cityofsanrafael.org entered name at signing as Robert F. Epstein
2024-11-01 - 5:37:49 PM GMT
Document e-signed by Robert F. Epstein (rob.epstein@cityofsanrafael.org)
Signature Date: 2024-11-01 - 5:37:51 PM GMT - Time Source: server
Document emailed to Brenna Nurmi (brenna.nurmi@cityofsanrafael.org) for approval
2024-11-01 - 5:37:53 PM GMT
Email viewed by Brenna Nurmi (brenna.nurmi@cityofsanrafael.org)
2024-11-01 - 5:49:48 PM GMT
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
Document approved by Brenna Nurmi (brenna.nurmi@cityofsanrafael.org)
Approval Date: 2024-11-01 - 5:49:54 PM GMT - Time Source: server
Document emailed to cristine.alilovich@cityofsanrafael.org for signature
2024-11-01 - 5:49:56 PM GMT
Email viewed by cristine.alilovich@cityofsanrafael.org
2024-11-01 - 5:55:57 PM GMT
Signer cristine.alilovich@cityofsanrafael.org entered name at signing as Cristine Alilovich
2024-11-01 - 5:56:12 PM GMT
Document e-signed by Cristine Alilovich (cristine.alilovich@cityofsanrafael.org)
Signature Date: 2024-11-01 - 5:56:14 PM GMT - Time Source: server
Document emailed to brenna.nurmi@cityofsanrafael.org for signature
2024-11-01 - 5:56:17 PM GMT
Email viewed by brenna.nurmi@cityofsanrafael.org
2024-11-01 - 6:05:25 PM GMT
Signer brenna.nurmi@cityofsanrafael.org entered name at signing as Brenna Nurmi (for)
2024-11-01 - 6:05:52 PM GMT
Document e-signed by Brenna Nurmi (for) (brenna.nurmi@cityofsanrafael.org)
Signature Date: 2024-11-01 - 6:05:54 PM GMT - Time Source: server
Agreement completed.
2024-11-01 - 6:05:54 PM GMT
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
MINUTES
SAN RAFAEL CITY COUNCIL - MONDAY, OCTOBER 7, 2024
SPECIAL MEETING AT 4:00 P.M.
San Rafael Third Floor Conference Room
1400 Fifth Avenue, San Rafael, CA 94901
Watch Online:
Watch on Zoom Webinar: https://tinyurl.com/sm-2024-10-07
Listen by phone: (669) 444-9171
ID: 844-3204-9611#
One Tap Mobile: +16694449171,,84432049611# US
Present: Vice Mayor Hill
Councilmember Kertz
Mayor Kate
Absent: Councilmember Bushey
Councilmember Llorens Gulati
Also Present: City Clerk Lindsay Lara
Assistant City Manager Angela Robinson Piñon
Mayor Kate called the meeting to order at 4:02 p.m. and requested City Clerk Lindsay Lara call the roll.
Councilmembers Bushey and Llorens Gulati were absent.
INTERVIEWS:
1. Interviews
a. Planning Commission Interviews
Interview Applicants and Make One Appointment to Fill One Unexpired Four-Year Term
Through the End of October 2027 on the Planning Commission Due to the Resignation of
Shingai Samudzi (CC)
Recommended Action – Make Appointment
City Clerk Lindsay Lara provided comments related to the attendance of the applicants. Robert
Sandoval withdrew his application, and two applicants were unable to attend due to unplanned
scheduling conflicts and did express the desire to be interviewed at another date.
Vice Mayor Hill moved and Councilmember Kertz seconded to continue Agenda Item 1.a to a date
uncertain.
AYES: Councilmembers: Hill, Kertz & Mayor Kate
NOES: Councilmembers: None
ABSENT: Councilmembers: Bushey & Llorens Gulati
CONSENT CALENDAR:
Mayor Kate invited public comment.
Speaker: Name withheld
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
2
Councilmember Kertz moved and Vice Mayor Hill seconded to approve the Consent Calendar.
2. Consent Calendar Items:
a. Approval of Minutes
Approve the Regular City Council Meeting Minutes of September 16, 2024 (CC)
Approved as submitted
b. Fire Commission Appointment
Appointment of Alternate Member Brian Waterbury to a Regular Voting Member on the
Fire Commission through the End of October 2028 Due to the Expiration of Term of
Thomas Weathers (CC)
Approved appointment
c. Proclamations
Proclamations in Recognition of Cybersecurity Awareness Month and Fire Prevention
Week
Received and filed
d. Information Technology Services Agreement Renewal
Authorize the City Manager to Execute an Agreement with Addendum with Xantrion, Inc.,
for Information Technology Services from November 1, 2024, through October 31, 2025,
in an Amount Not to Exceed $1,166,700 (DS)
Authorized the City Manager to execute an agreement with addendum with Xantrion, Inc., for
information technology services from November 1, 2024, through October 31, 2025, in an
amount not to exceed $1,166,700
e. Marin County Multi-Jurisdictional Local Hazard Mitigation Plan
Resolution Adopting the 2024 Marin County Multi-Jurisdictional Local Hazard Mitigation
Plan and the City of San Rafael Annex (FD)
Resolution 15346 - Resolution Adopting the 2024 Marin County Multi-Jurisdictional Local
Hazard Mitigation Plan and the City of San Rafael Annex
f. Marin Wildfire Prevention Authority (MWPA) Joint Powers Authority Agreement
Resolution Approving the Amended Marin Wildfire Prevention Authority (MWPA) Joint
Powers Authority Agreement (FD)
Resolution 15347 - Resolution Approving the Amended Marin Wildfire Prevention Authority
(MWPA) Joint Powers Authority Agreement
g. Quitclaim of a Sewer Easement at 1075 Francisco Boulevard East
Resolution Electing to Vacate the 20-Foot Sewer Easement and Authorizing Execution of
a Quitclaim Deed at 1075 Francisco Boulevard East, APN 009-191-37, San Rafael,
California (SRSD)
Resolution 15348 - Resolution Electing to Vacate the 20-Foot Sewer Easement and Authorizing
Execution of a Quitclaim Deed at 1075 Francisco Boulevard East, APN 009-191-37, San Rafael,
California
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
3
h. Tyler Enterprise Resource Planning (ERP) Project Support
Authorize the City Manager to Negotiate and Enter into a Professional Services Agreement
with Krisch and Company for Consulting and Staff Augmentation Services in an Initial Not-
To-Exceed Amount of $150,000, and Further Authorize the City Manager to Amend the
Contract Up to a Total Not-To-Exceed Amount of $500,000 Through the Duration of the
Enterprise Resource Planning Implementation Project
Authorized the City Manager to negotiate and enter into a Professional Services Agreement with
Krisch and Company for consulting and staff augmentation services, in an initial not-to-exceed
amount of $150,000, and further authorized the City Manager to amend the contract up to a
total not-to-exceed amount of $500,000 through the duration of the Enterprise Resource
Planning Implementation Project
i. Prohibition of Camping on South Mahon Creek Path
Order of the San Rafael City Council Authorizing the Prohibition of Camping on the
Southern Portion of the Mahon Creek Path Between Lincoln Avenue and Andersen Drive
(CM)
Resolution 15349 - Order of the San Rafael City Council Authorizing the Prohibition of Camping
on the Southern Portion of the Mahon Creek Path Between Lincoln Avenue and Andersen Drive
AYES: Councilmembers: Hill, Kertz & Mayor Kate
NOES: Councilmembers: None
ABSENT: Councilmembers: Bushey & Llorens Gulati
ADJOURNMENT
Mayor Kate adjourned the meeting at 4:08 p.m.
___________________________
LINDSAY LARA, City Clerk
APPROVED THIS _____DAY OF____________, 2024
_____________________________________
KATE COLIN, Mayor
OPEN SESSION – IMMEDIATELY FOLLOWING THE SPECIAL MEETING ADJOURNMENT
1. Mayor Kate to announce Closed Session items.
Mayor Kate announced the Closed Session items and invited public comment; however, there was
none.
CLOSED SESSION – IMMEDIATELY FOLLOWING THE SPECIAL MEETING ADJOURNMENT
2. Closed Session:
a. CONFERENCE WITH LEGAL COUNSEL—EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
Dean Karnazes v. City of San Rafael (Marin County Court Case No. CV0000492)
b. CONFERENCE WITH LEGAL COUNSEL—EXISTING LITIGATION
Government Code Section 54956.9(d)(1)
Paul Crimmins v. City of San Rafael (WCAB Case No. ADJ10862084)
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
4
c. CONFERENCE WITH LEGAL COUNSEL—ANTICIPATED LITIGATION
Government Code Section 54956.9(d)(4)
Initiation of litigation (One case)
Docusign Envelope ID: B394C30F-F771-4A88-8E19-A845C2FE254D
Certificate Of Completion
Envelope Id: B394C30F-F771-4A88-8E19-A845C2FE254D Status: Completed
Subject: DocuSign: Amendment with Krisch & Company for Consulting Services
Source Envelope:
Document Pages: 26 Signatures: 4 Envelope Originator:
Certificate Pages: 5 Initials: 4 Paul Navazio
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
111 Morphew St
San Rafael, CA 94901
Paul.Navazio@cityofsanrafael.org
IP Address: 199.88.113.8
Record Tracking
Status: Original
8/13/2025 1:57:44 PM
Holder: Paul Navazio
Paul.Navazio@cityofsanrafael.org
Location: DocuSign
Signer Events Signature Timestamp
Paul Navazio
paul.navazio@cityofsanrafael.org
Finance Director
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/13/2025 4:22:30 PM
Viewed: 8/14/2025 9:17:28 AM
Signed: 8/14/2025 9:17:49 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/14/2025 9:17:52 AM
Viewed: 8/14/2025 12:06:18 PM
Signed: 8/14/2025 12:06:29 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Van Bach
vanb@cityofsanrafael.org
Signing Group: Finance
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/14/2025 9:17:52 AM
Viewed: 8/14/2025 9:51:20 AM
Signed: 8/14/2025 9:51:36 AM
Electronic Record and Signature Disclosure:
Accepted: 8/14/2025 9:51:20 AM
ID: e5dd0740-94ca-4c9b-be6c-d8d4dee9bde3
Katherine Yeun Krisch
katherinek@krischcpas.com
CEO
Krisch & Company
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 73.162.254.193
Sent: 8/14/2025 12:06:31 PM
Viewed: 8/14/2025 2:13:13 PM
Signed: 8/14/2025 2:14:47 PM
Electronic Record and Signature Disclosure:
Accepted: 8/14/2025 2:13:13 PM
ID: 86d6b77f-f617-406e-a2c9-7cb684e56221
Signer Events Signature Timestamp
Andrea Visveshwara
Andrea.Visveshwara@cityofsanrafael.org
Chief Assistant City Attorney
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/14/2025 2:14:51 PM
Viewed: 8/18/2025 8:51:25 AM
Signed: 8/18/2025 8:52:17 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/14/2025 2:14:51 PM
Viewed: 8/26/2025 2:47:16 PM
Signed: 8/26/2025 2:47:23 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Cristine Alilovich
Cristine.Alilovich@cityofsanrafael.org
City Manager
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2601:645:e82:6d80:9cd4:826e:25eb:faf0
Sent: 8/26/2025 2:47:26 PM
Viewed: 8/28/2025 7:53:00 PM
Signed: 8/28/2025 7:53:08 PM
Electronic Record and Signature Disclosure:
Accepted: 8/8/2025 5:50:59 PM
ID: 92734b64-c5dc-4308-af7f-b0f4b9ffd306
Lindsay Lara
Lindsay.Lara@cityofsanrafael.org
City Clerk
City of San Rafael
Signing Group: City Clerk
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/28/2025 7:53:11 PM
Viewed: 8/29/2025 9:35:31 AM
Signed: 8/29/2025 9:49:53 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Using IP Address: 199.88.113.8
Sent: 8/13/2025 2:20:34 PM
Viewed: 8/13/2025 3:53:33 PM
Completed: 8/13/2025 4:22:29 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 8/13/2025 2:20:34 PM
Envelope Updated Security Checked 8/13/2025 4:22:29 PM
Certified Delivered Security Checked 8/29/2025 9:35:31 AM
Signing Complete Security Checked 8/29/2025 9:49:53 AM
Completed Security Checked 8/29/2025 9:49:53 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of San Rafael (we, us or Company) may be required by law to provide to you certain written
notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures
electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can
access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure
(ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to use electronic records and
signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us.
You will have the ability to download and print documents we send to you through the DocuSign system during and
immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a
limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to
send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may
request delivery of such paper copies from us by following the procedure described below.
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If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us
that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your
decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and
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If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can
complete certain steps in transactions with you and delivering services to you because we will need first to send the
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acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the
DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from
us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you
through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents
that are required to be provided or made available to you during the course of our relationship with you. To reduce the
chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and
disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the
disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with
this process, please let us know as described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
How to contact City of San Rafael:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies
of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as
follows: To contact us by email send messages to: city.clerk@cityofsanrafael.org
To advise City of San Rafael of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you
must send an email message to us at city.clerk@cityofsanrafael.org and in the body of such request you must state: your
Electronic Record and Signature Disclosure created on: 5/22/2025 12:46:43 PM
Parties agreed to: Van Bach, Katherine Yeun Krisch, Cristine Alilovich
previous email address, your new email address. We do not require any other information from you to change your email
address.
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To request paper copies from City of San Rafael
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically,
you must send us an email to city.clerk@cityofsanrafael.org and in the body of such request you must state your email
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To withdraw your consent with City of San Rafael
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
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mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The
consequences of your withdrawing consent for online documents will be that transactions may take a longer time to
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The minimum system requirements for using the DocuSign system may change over time. The current system
requirements are found here: https://support.docusign.com/guides/signer-guide-signing-system-requirements.
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