Homewise,_Inc_(CEED)_Contract (1) (2)

Extracted text

ER
ERJesse Roach

AP (May 27, 2026 13:21:59 MDT)
AP05/27/2026ERIKA LUJAN (May 27, 2026 14:59:56 MDT)
ERIKA LUJANGrants Manager05/27/202606/04/2026



































SIGNED BAR ATTACHED AT THE BOTTOM





















































ANDREA PHILLIPS (Jun 5, 2026 12:27:38 MDT)

Signature:Email:Signature:Email:Signature:Email:Erica Renaud (May 13, 2026 13:20:32 MDT)
Erica Renaudenrenaud@santafenm.govcychavez@santafenm.govjdroach@santafenm.gov

DATE
JUSTIFICATION: (use additional page if needed)
--Attach supporting documentation/memo
Fund Balance
Fund(s) Affected Increase/(Decrease)
TOTAL: 0
Prepared By {print name} Date Budget Officer Date
City Council
Division Director Signature {optional} Date Approval Date Finance Director { ≤ $5,000} Date
Agenda Item #:
Department Director Signature Date City Manager { ≤ $60,000} Date
Log # {Finance use only } :
Journal # {Finance use only } :
City of Santa Fe, New Mexico
BUDGET AMENDMENT RESOLUTION (BAR)
PROJECT
5/11/2026
DEPARTMENT / DIVISION NAME
INCREASE
NM Energy and Minerals Department Revenue for ECAM
REVENUES
CITY COUNCIL APPROVAL
City Council agenda items ONLY}
-$ -$
{enter as negative #}
(1,254,170)
{enter as positive #}
{Use this form for Finance Committee/
490200 ESD2623000
Increase of budget authority to liquidate grant funding for Energy Retrofit, Adminstration:ECAM Share No. 25-521-0300-0155,
CEED Community Efficiency Development. Expires 12/31/2027 {Complete section below if BAR results
in a net change to ANY Fund}
Public Utilities: Environmental Services
DECREASEORG
2300331
EXPENDITURES
ESD2623000510400
ITEM DESCRIPTION
Grants and Services
{enter as negative #}
1,254,170
OBJECT
{enter as positive #}
2300331Erica Renaud (May 20, 2026 16:07:25 MDT)
Erica Renaud05/27/2026

Homewise,_Inc_(CEED)_Contract (1)
Final Audit Report 2026-05-27
Created: 2026-05-27
By: AP (aeperez@santafenm.gov)
Status: Canceled / Declined
Transaction ID: CBJCHBCAABAAKgAkaW_2OoYT6f9zd6mIeukqPuc6uMR1
"Homewise,_Inc_(CEED)_Contract (1)" History
Document created by ALYSSA PEREZ (aeperez@santafenm.gov)
2026-05-27 - 7:18:11 PM GMT- IP address: 63.232.20.2
Document emailed to ALYSSA PEREZ (aeperez@santafenm.gov) for filling
2026-05-27 - 7:21:36 PM GMT
Signer ALYSSA PEREZ (aeperez@santafenm.gov) entered name at signing as AP
2026-05-27 - 7:21:57 PM GMT- IP address: 63.232.20.2
Form filled by AP (aeperez@santafenm.gov)
Form filling Date: 2026-05-27 - 7:21:59 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: TYPE
Document emailed to Andrew Hopkins (ajhopkins@santafenm.gov) for signature
2026-05-27 - 7:22:02 PM GMT
Email viewed by Andrew Hopkins (ajhopkins@santafenm.gov)
2026-05-27 - 8:36:29 PM GMT- IP address: 104.47.64.254
Document e-signed by Andrew Hopkins (ajhopkins@santafenm.gov)
Signature Date: 2026-05-27 - 8:42:46 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: IMAGE
Document emailed to ERIKA LUJAN (evlujan@santafenm.gov) for signature
2026-05-27 - 8:42:48 PM GMT
Document e-signed by ERIKA LUJAN (evlujan@santafenm.gov)
Signature Date: 2026-05-27 - 8:59:56 PM GMT - Time Source: server- IP address: 63.232.20.2 - Signature Appearance Selected: TYPE
Document sent to JoAnn Lovato (jdlovato@santafenm.gov) and Travis Dutton-Leyda
(tkduttonleyda@santafenm.gov) for signature. One of them to sign
2026-05-27 - 8:59:59 PM GMT
Email viewed by Travis Dutton-Leyda (tkduttonleyda@santafenm.gov)
2026-05-27 - 9:04:09 PM GMT- IP address: 63.232.20.2

Document declined by JoAnn Lovato (jdlovato@santafenm.gov)
Decline reason: COI Expired
2026-05-27 - 9:26:08 PM GMT- IP address: 73.228.7.52

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
INSR ADDL SUBR
LTR INSD WVD
PRODUCER CONTACT
NAME:
FAXPHONE (A/C, No):(A/C, No, Ext):
E-MAIL
ADDRESS:
INSURER A :
INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBER POLICY EFF POLICY EXP
TYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence)
MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $
PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT
OTHER: $
COMBINED SINGLE LIMIT $(Ea accident)
ANY AUTO BODILY INJURY (Per person) $
OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS
HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident)
$
OCCUR EACH OCCURRENCE
CLAIMS-MADE AGGREGATE $
DED RETENTION $
PER OTH-
STATUTE ER
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below
INSURER(S) AFFORDING COVERAGE NAIC #
COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on
this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
6/3/2026
License # 0757776
(505) 992-1873 (866) 487-3972
20230
Homewise Inc
1301 Siler Rd Building D
Santa Fe, NM 87507
13675
35378
A 1,000,000
X CLP8361218 5/23/2026 5/23/2027 300,000
5,000
1,000,000
2,000,000
2,000,000
1,000,000A
CLP8361218 5/23/2026 5/23/2027
2,000,000A
CXS9657964 5/23/2026 5/23/2027 2,000,000
0
B
5950133 12/3/2025 12/3/2026 1,000,000
N 1,000,000
1,000,000
C FF Excess Liability MKLV7EUE102597 5/23/2026 Each Occurrence 3,000,000
C FF Excess Liability MKLV7EUE102597 5/23/2026 5/23/2027 Aggregate 3,000,000
*ADD'L COVERAGE: Employee Dishonesty - Policy #CLP8361218 - Eff: 5/23/2026 - 5/23/2027 - Limit: $250,000/Deductible: $2,500
**PROFESSIONAL LIABILITY COVERAGE - Policy #MPL001192-1025 - Eff: 10/23/2025 - 10/23/2026 - Underwriter's at Lloyd's London - $1,000,000 Each Claim
Limit; $1,000,000 All Claims Aggregate - Deductible: $10,000 Each Claim
***DIRECTORS & OFFICERS LIABILITY COVERAGE: Policy #DOL3664426 - Eff: 10/1/2025 - 10/1/2026 - Great American Insurance Company - $5,000,000 Each
Claim Limit; $5,000,000 All Claims Aggregate
SEE ATTACHED ACORD 101
City of Santa Fe
201 W. Marcy St.
Santa Fe, NM 87501
HOMEINC-05 JBLAND
HUB International Insurance Services (SOW)
2905 Rodeo Park Drive East
Building 6, Suite 100
Santa Fe, NM 87505
Michelle Vialpando
michelle.vialpando@hubinternational.com
Central Insurance Company
New Mexico Premier Insurance Company
Evanston Insurance Company
X
5/23/2027
X
X
X
X X
X
X
X

FORM NUMBER:
EFFECTIVE DATE:
The ACORD name and logo are registered marks of ACORD
ADDITIONAL REMARKS
ADDITIONAL REMARKS SCHEDULE
FORM TITLE:
Page of
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM,
ACORD 101 (2008/01)
AGENCY CUSTOMER ID:
LOC #:
AGENCY NAMED INSURED
POLICY NUMBER
CARRIER NAIC CODE
© 2008 ACORD CORPORATION. All rights reserved.
HUB International Insurance Services (SOW)
HOMEINC-05
SEE PAGE 1
1
SEE PAGE 1
ACORD 25 Certificate of Liability Insurance
License # 0757776
1
SEE P 1
Homewise Inc
1301 Siler Rd Building D
Santa Fe, NM 87507
SEE PAGE 1
JBLAND
1
Description of Operations/Locations/Vehicles:
****OUT-OF-STATE WORKER'S COMPENSATION - Policy #WC563923804 - Eff: 12/3/2025 - 12/3/2026 - American Guarantee & Liability
Insurance Company - $1,000,000 E.L. Each Accident; $1,000,000 E.L. Disease - Each Employee; $1,000,000 E.L Disease - Policy Limit
*****CYBER LIABILITY - Policy #C4MQ8236992CYBER2025 - Eff: 10/4/2025 - 10/4/2026 - Arch Specialty Insurance Company -
$2,000,000 Each Claim Limit; $2,000,000 Aggregate Limit
.
Where required by written contract or agreement, the City of Santa Fe is included as additional insured with respect to general
liability.

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



 

   






 
 

 



 

 


 



 

 





 
 


 


 

 




 

   





 
 


 
 

 




 

  






 


 



 

 




 

   






 
 

 
 


 
 
 


 


 

 

 


   
 


 

 






 





 


 
 






  

 



 
 

 

 
 

 


 

 

 


 

 
 
 



 


 



 


 
 

 
 


 

     
   

 
 
 

 

 


 

 


 

 
 
 
 
 
  

   




 
 










 
 
 
 


 
 
 

 


    

 
 

 
 

 
 
 

 
 

 
 

 


 

 




 
 

 
 







 

 



 








 
 

 
 


 

 

 

              
              
              

             
              
              

 
             















 

 

 
 
 
 
 
  



 
 


                 
              

 


  
 















 



  



   




 





 




 

 

 


 
 






  





 

 

 


 
 



 





 


 



 
 

 
 

 
 
 
 

 




 

 
 



 

 

 



 










 
 
 
 
 

 

 
 



 

 



 





 



 



 

 




 


 

 


 




 

 

 



 

  
 


  

 
 
 

 

  


 



 
 
 
 
 


 
 
 
 


 
  








 





 
 







 
 

  



 


 







 


 




* ON-DEMAND 0111 20-2306
20-2306 01 11
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
DESIGNATED ENTITY _ NOTICE OF CANCELLATION OR NONRENEWAL
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
COMMERCIAL INLAND MARINE COVERAGE PART
COMMERCIAL PROPERTY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
OWNERS AND CONTRACTORS PROTECTIVE LIABILITY COVERAGE PART
SCHEDULE *
Person or Organization and Address
* (If no entry appears above, information required to complete this endorsement will be shown in the
Declarations or Change Endorsement as applicable to this endorsement.)
1. If we cancel this policy, we will mail notice of cancellation to the person or organization shown in the
Schedule, Declarations or Change Endorsement. Notice will be sent to the address shown in the Schedule,
Declarations or Change Endorsement. Except for non-payment of premium, notice will be sent at least 30
days before the effective date of cancellation. If the policy is cancelled for non-payment of premium, notice
will be sent at least 10 days before the effective date of cancellation.
2. If we decide not to renew this policy, we will mail notice of nonrenewal to the person or organization shown
in the Schedule, Declarations or Change Endorsement. Notice will be sent to the address shown in the
Schedule, Declarations or Change Endorsement. Notice will be sent at least 30 days before the effective
date of nonrenewal.
3. Failure to send notice of cancellation or nonrenewal, or failure to allow the number of days notice stated
above, shall impose no obligation or liability of any kind upon us, our agents or representatives.
20-2306 01 11City of Santa Fe
201 W. Marcy St.
Santa Fe, NM 8750130 Days