Bakersfield City Council
May 13, 2026

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K. Key and Lock Replacement Janitorial Services Client Coverage SECTION I COVERAGES, SUPPLEMENTARY PAYMENTS COVERAGES A AND B is amended to include the following:

W
, up to a $10,000 limit per occurrence and $10,000
policy aggregate.

We will not pay for loss or damage resulting from theft or any other dishonest or criminal act that

authorized representatives or any one to
purpose commit, whether acting alone or in collusion with other persons.

The following, when used on this coverage, are defined as follows:
a. "Client" means an individual, company or organization with whom you have a written contract or work order for your services for a described premises and have billed for your services. b. "Employee" means:
(1) Any natural person:
(a) While in your service or for 30 days after termination of service; (b) Who you compensate directly by salary, wages or commissions; and (c) Who you have the right to direct and control while performing services for you; or (2) Any natural person who is furnished temporarily to you:
(a) To substitute for a permanent "employee" as defined in Paragraph (1) above, who is on leave; or
(b) To meet seasonal or short-term workload conditions; while that person is subject to your direction and control and performing services for you. (3) "Employee" does not mean:
(a) Any agent, broker, person leased to you by a labor leasing firm, factor, commission merchant, consignee, independent contractor or representative of the same general character; or
(b) Any "manager," director or trustee except while performing acts coming within the scope of the usual duties of an "employee."
c. "Manager" means a person serving in a directorial capacity for a limited liability company.

L. Additional Insureds
SECTION II WHO IS AN INSURED is amended as follows:

1. If coverage for newly acquired or formed organizations is not otherwise excluded from this Docusign Envelope ID: 84F3552B-F9AD-8332-8313-79B8FF3331CB PI-GLD-HS (10/11)

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Coverage Part, Paragraph 3.a. is deleted in its entirely and replaced by the following:
a. Coverage under this provision is afforded until the end of the policy period.

2. Each of the following is also an insured:
a. Medical Directors and Administrators Your medical directors and administrators, but only while acting within the scope of and during the course of their duties as such. Such duties do not include the furnishing or failure to furnish professional services of any physician or psychiatrist in the treatment of a patient.
b. Managers and Supervisors Your managers and supervisors are also insureds, but only with respect to their duties as your managers and supervisors. Managers and -
employment by you or performing duties
related to the conduct of your business.

This provision does not change Item 2.a.(1)(a) as it applies to managers of a limited liability company.
c. Broadened Named Insured Any organization and subsidiary thereof which you control and actively manage on the effective date of this Coverage Part. However, coverage does not apply to any organization or subsidiary not named in the Declarations as Named Insured, if they are also insured under another similar policy, but for its termination or the exhaustion of its limits of insurance.
d. Funding Source Any person or organization with respect to their liability arising out of:
(1) Their financial control of you; or
(2) Premises they own, maintain or control while you lease or occupy these premises.

This insurance does not apply to structural alterations, new construction and demolition operations performed by or for that person or organization. e. Home Care Providers At the first Named Insured's option, any person or organization under your direct supervision and control while providing for you private home respite or foster home care for the developmentally disabled.
f. Managers, Landlords, or Lessors of Premises Any person or organization with respect to their liability arising out of the ownership, maintenance or use of that part of the premises leased or rented to you subject to the following additional exclusions:

This insurance does not apply to:
(1) e a tenant in that premises; or
(2) Structural alterations, new construction or demolition operations performed by or on behalf of that person or organization.
g. Lessor of Leased Equipment Automatic Status When Required in Lease Agreement With You Any person or organization from whom you lease equipment when you and such person or organization have agreed in writing in a contract or agreement that such person or organization is to be added as an additional insured on your policy. Such person or Docusign Envelope ID: 84F3552B-F9AD-8332-8313-79B8FF3331CB PI-GLD-HS (10/11)

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or
aused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person or organization.

A
when their contract or agreement with you for such leased equipment ends.

With respect to the insurance afforded to these additional insureds, this insurance does not

h. Grantors of Permits Any state or political subdivision granting you a permit in connection with your premises subject to the following additional provision:
(1) This insurance applies only with respect to the following hazards for which the state or political subdivision has issued a permit in connection with the premises you own, rent or control and to which this insurance applies:
(a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoist away openings, sidewalk vaults, street banners or decorations and similar exposures;
(b) The construction, erection, or removal of elevators; or (c) The ownership, maintenance, or use of any elevators covered by this insurance. i. Vendors
which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions:
(1) The insurance afforded the vendor does not apply to:
(a) "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement;
(b) Any express warranty unauthorized by you;

(c) Any physical or chemical change in the product made intentionally by the vendor; (d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; (e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; (f) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; Docusign Envelope ID: 84F3552B-F9AD-8332-8313-79B8FF3331CB PI-GLD-HS (10/11)

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(g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or
(h) "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to:
(i) The exceptions contained in Sub-paragraphs (d) or (f); or (ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (2) This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing.

j. Franchisor Any person or organization with respect to their liability as the grantor of a franchise to you.
k. As Required by Contract Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional insured for "bodily injury," "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the named insured. The limits of insurance applicable to these additional insureds are the lesser of the policy limits or those limits specified in a contract or agreement. These limits are included within and not in addition to the limits of insurance shown in the Declarations
l. Owners, Lessees or Contractors Any person or organization, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused, in whole or in part, by:
(1) Your acts or omissions; or
(2) The acts or omissions of those acting on your behalf;

in the performance of your ongoing operations for the additional insured when required by a contract.

With respect to the insurance afforded to these additional insureds, the following additional exclusions apply:

This insurance does not apply to "bodily injury" or "property damage" occurring after:
(a) All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or
(b) That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project.

Docusign Envelope ID: 84F3552B-F9AD-8332-8313-79B8FF3331CB PI-GL-005 (07/12)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED

PRIMARY AND NON-CONTRIBUTORY INSURANCE
This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

SCHEDULE
Effective Date: 03/01/2026
Name of Person or Organization (Additional Insured):

Blanket As Required by Written Contract
SECTION II -WHO IS AN INSURED is amended to include as an additional insured the person(s) or organization(s) shown in the endorsement Schedule, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" arising out of or relating to your negligence in the performance of "your work" for such person(s) or organization(s) that occurs on or after the effective date shown in the endorsement Schedule.

This insurance is primary to and non-contributory with any other insurance maintained by the person or organization (Additional Insured), except for loss resulting from the sole negligence of that person or organization.

This condition applies even if other valid and collectible insurance is available to the Additional Insured for a loss or "occurrence" we cover for this Additional Insured.

The Additional lnsured's limits of insurance do not increase our limits of insurance, as described in SECTION Ill - LIMITS OF INSURANCE.

All other terms, conditions, and exclusions under the policy are applicable to this endorsement and remain unchanged.

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Docusign Envelope ID: 84F3552B-F9AD-8332-8313-79B8FF3331CB PI-GLD-HS (10/11)

Includes copyrighted material of Insurance Services Office, Inc., with its permission. © 2011 Philadelphia Indemnity Insurance Company
m. State or Political Subdivisions Any state or political subdivision as required, subject to the following provisions:
(1) This insurance applies only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit, and is required by contract.
(2) This insurance does not apply to:
(a) "Bodily injury," "property damage" or "personal and advertising injury" arising out of operations performed for the state or municipality; or
(b) "Bodily injury" or "property damage" included within the "products-completed operations hazard."
M. Duties in the Event of Occurrence, Claim or Suit
SECTION IV COMMERCIAL GENERAL LIABILITY CONDITIONS, Paragraph 2. is amended as follows:
a. is amended to include:

This condition
(1) You, if you are an individual;
(2) A partner, if you are a partnership; or
(3) An executive officer or insurance manager, if you are a corporation. b. is amended to include:

This condition
is known to:
(1) You, if you are an individual;
(2) A partner, if you are a partnership; or
(3) An executive officer or insurance manager, if you are a corporation.

N. Unintentional Failure To Disclose Hazards
SECTION IV COMMERCIAL GENERAL LIABILITY CONDITIONS, 6. Representations is amended to include the following:

It is agreed that, based on our reliance on your representations as to existing hazards, if you should unintentionally fail to disclose all such hazards prior to the beginning of the policy period of this Coverage Part, we shall not deny coverage under this Coverage Part because of such failure.

O. Transfer of Rights of Recovery Against Others To Us
SECTION IV COMMERCIAL GENERAL LIABILITY CONDITIONS, 8. Transfer of Rights of Docusign Envelope ID: 84F3552B-F9AD-8332-8313-79B8FF3331CB PI-GLD-HS (10/11)

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Recovery Against Others To Us is deleted in its entirety and replaced by the following:

If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them.

Therefore, the i ecovery prior to the occurrence of a
loss, provided the waiver is made in a written contract.

P. Liberalization
SECTION IV COMMERCIAL GENERAL LIABILITY CONDITIONS, is amended to include the following:

If we revise this endorsement to provide more coverage without additional premium charge, we will automatically provide the additional coverage to all endorsement holders as of the day the revision is effective in your state.

Q. Bodily Injury Mental Anguish
SECTION V DEFINITIONS, Paragraph 3. Is deleted in its entirety and replaced by the following:
njury means:
a. Bodily injury, sickness or disease sustained by a person, and includes mental anguish resulting from any of these; and
b. Except for mental anguish, includes death resulting from the foregoing (Item a. above) at any time.

R. Personal and Advertising Injury Abuse of Process, Discrimination

If COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY COVERAGE is not otherwise excluded from this Coverage Part, the definition of amended as follows:

1. SECTION V DEFINITIONS, Paragraph 14.b. is deleted in its entirety and replaced by the following:
b. Malicious prosecution or abuse of process;

2. SECTION V DEFINITIONS, Paragraph 14. is amended by adding the following:

Discrimination based on race, color, religion, sex, age or national origin, except when:
a. Done intentionally by or at the direction of, or with the knowledge or consent of:
(1) Any insured; or
(2) Any executive officer, director, stockholder, partner or member of the insured; b. Directly or indirectly related to the employment, former or prospective employment, termination of employment, or application for employment of any person or persons by an insured;
Docusign Envelope ID: 84F3552B-F9AD-8332-8313-79B8FF3331CB Certificate Of Completion
Envelope Id: 84F3552B-F9AD-8332-8313-79B8FF3331CB Status: Completed Subject: Complete with Docusign: CAPK COHORT 5 - Independent-k-Over $100000.pdf Source Envelope:

Document Pages: 28 Signatures: 2 Envelope Originator:

Certificate Pages: 5 Initials: 1 City Clerk's Office
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[email protected]
IP Address: 174.46.226.5
Record Tracking
Status: Original
4/29/2026 4:15:54 PM
Holder: City Clerk's Office
[email protected]
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Signer Events Signature Timestamp
Jeremy Tobias
[email protected]
CEO
Community Action Partnership of Kern
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 12.76.40.22
Sent: 4/29/2026 4:18:32 PM
Viewed: 4/30/2026 7:08:04 AM
Signed: 5/1/2026 2:11:47 PM
Electronic Record and Signature Disclosure:

Accepted: 4/30/2026 7:08:04 AM
ID: fab08bd0-79c7-4283-97be-bf4068a2bf93
Christian Clegg
[email protected]
City Manager
City of Bakersfield
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(None)
Signature Adoption: Pre-selected Style
Using IP Address: 174.46.226.5
Sent: 5/1/2026 2:11:49 PM
Viewed: 5/4/2026 1:05:31 PM
Signed: 5/4/2026 1:06:11 PM
Electronic Record and Signature Disclosure:

Accepted: 5/4/2026 1:05:31 PM
ID: b2aa1871-1ed2-4cb7-9cb6-96298d59b407
Jena Covey
[email protected]

RISK MANAGER
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Sent: 5/4/2026 1:06:13 PM
Viewed: 5/4/2026 5:08:06 PM
Signed: 5/4/2026 5:08:31 PM
Electronic Record and Signature Disclosure:

Accepted: 5/4/2026 5:08:06 PM
ID: 8f0c0c97-74a9-4d35-b678-b4d189c4e27c
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All notices and disclosures will be sent to you electronically Electronic Record and Signature Disclosure created on: 6/28/2022 10:51:05 AM Parties agreed to: Jeremy Tobias, Christian Clegg, Jena Covey 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.

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ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent-Agreements TO: Honorable Mayor and City Council
FROM: Christian Clegg, City Manager
DATE: April 27, 2026
SUBJECT: Agreement with Wendale Davis Foundation (not to exceed $451,000) to provide Outreach Services
Under the California Violence Intervention and Prevention (CalVIP) Cohort 5 Grant RECOMMENDATION:

Staff recommend approval of the Agreement.

BACKGROUND:

The City of Bakersfield administers the California Violence Intervention and Prevention (CalVIP) Cohort 5 Grant through its Office of Violence Intervention and Prevention (OVIP), which oversees the City’s Gun Violence Reduction Strategy (GVRS). As part of the City’s approved grant proposal, Wendale Davis Foundation (WDF) was identified as a subgrantee to provide outreach services to individuals at the highest risk of involvement in gun violence, referred to as Very High-Risk Individuals (VHRIs), as defined by OVIP.

This agreement formalizes WDF’s role in delivering outreach services in alignment with GVRS objectives and Board of State and Community Corrections (BSCC) requirements. WDF will provide direct engagement and outreach to individuals identified as VHRIs, with the goal of building relationships, increasing willingness to engage in services, and reducing gun violence and victimization among the target population. WDF has partnered with the City in prior violence intervention efforts and brings experience engaging high-risk individuals within the community. WDF also maintains strong community connections and trusted relationships, which support effective engagement and linkage to services.

OVIP will provide program oversight, including contract administration, fiscal monitoring, and performance tracking, to ensure compliance with grant requirements and alignment with the City’s violence reduction strategy.

FISCAL IMPACT:

Funding for this agreement is provided through a State Grant from the CalVIP Cohort 5 Grant awarded by the BSCC. There is no impact on the City’s General Fund. All expenditures are reimbursed in accordance with grant requirements and subject to funding availability.

COUNCIL GOAL:

Safety and Resilience
ATTACHMENTS:

Agreement
INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 1 Updated – August 2025
AGREEMENT NO. ___________________

INDEPENDENT CONTRACTOR'S AGREEMENT
[Over $100,000]
This INDEPENDENT CONTRACTOR’S AGREEMENT (“Agreement”) is made and entered into on _______________________, by and between the CITY OF BAKERSFIELD, a municipal corporation (referred to herein as “CITY”), and WENDALE DAVIS FOUNDATION, a non-profit organization, authorized to do business in California (referred to herein as “CONTRACTOR”).

R E C I T A L S
WHEREAS, CITY administers the California Violence Intervention and Prevention (CalVIP) Grant through its Office of Violence Intervention and Prevention (OVIP), which oversees a Gun Violence Reduction Strategy (GVRS) focused on identifying and engaging individuals at the highest risk of involvement in gun violence; and
WHEREAS, on April 1, 2026, the Board of State and Community Corrections (BSCC) awarded CITY funding under the CalVIP Cohort 5 Grant to support expanded violence intervention efforts; and
WHEREAS, as part of CITY’s approved CalVIP Cohort 5 grant proposal, CONTRACTOR was identified as a subgrantee to provide outreach services in support of the program’s goals and objectives; and
WHEREAS, the approved CalVIP Cohort 5 grant budget allocates funding to CONTRACTOR in an amount not to exceed Four Hundred Fifty-One Thousand Dollars ($451,000), subject to the availability of grant funding, for the provision of such services during the grant term; and
WHEREAS, CONTRACTOR represents that it is experienced, well qualified, and specializes in providing outreach and intervention services to individuals at high risk of violence, and has partnered with CITY in prior efforts; and WHEREAS, all services provided under this Agreement shall be performed in accordance with applicable BSCC requirements and aligned with CITY’s GVRS and OVIP program protocols.

NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTRACTOR mutually agree as follows:

Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 2 Updated – August 2025

1. SCOPE OF WORK. In exchange for the Compensation (defined below), CONTRACTOR shall perform the services described in Exhibit A, attached hereto and incorporated herein by reference (the “Scope of Work”).

CONTRACTOR shall also comply with applicable BSCC requirements and CITY policies, including the OVIP Protocol Manual, as amended or revised in accordance with applicable requirements. The Scope of Work shall include all items and procedures necessary to properly complete the task CONTRACTOR has been hired to perform, whether specifically included in the Scope of Work or not.

2. GOVERNING DOCUMENTS. All work performed under this Agreement is subject to the applicable rules, requirements, and guidelines established by the BSCC for the CalVIP Grant, the CITY’s approved CalVIP Cohort 5 Grant Proposal, and CITY policies, procedures, and program protocols, including those established by OVIP, as amended or revised in accordance with applicable requirements.

The following documents are incorporated by reference:
• BSCC Grant Award BSCC-245-26
• Certification of Compliance (attached hereto as Exhibit B) • Contractor Certification Clause (attached hereto as Exhibit C)

3. COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work (“Compensation”):
(1) On a reimbursement basis for eligible, allowable, and properly documented costs incurred in accordance with the Scope of Work, the CITY’s approved CalVIP Cohort 5 Grant Proposal, and applicable BSCC requirements.

CITY will pay CONTRACTOR within thirty (30) days after CONTRACTOR submits an itemized invoice for the portions of the Scope of Work completed, and such invoice is approved by CITY.

Invoices shall be submitted no later than the 15th day of the month following the month in which services were performed and must include all required supporting documentation, including, but not limited to receipts, proof of payment, time and attendance records, and any required justification or pre-approval documentation.

Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 3 Updated – August 2025
The Compensation will be the total amount paid to CONTRACTOR for performing the Scope of Work and includes, but is not limited to, all out-ofpocket costs and taxes. CITY will pay no other compensation to CONTRACTOR. In no case will CITY compensate/reimburse CONTRACTOR more than Four Hundred Fifty-One Thousand Dollars ($451,000) for performing the Scope of Work.

4. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on September 30, 2029.

5. TERMINATION. Either party may terminate this Agreement after giving the other party written notice, as provided herein, ten (10) days before the termination is effective.

6. ACCOUNTING RECORDS. CONTRACTOR shall maintain accurate accounting records and other written documentation pertaining to all costs incurred in performance of this Agreement. Such records and documentation shall be kept at CONTRACTOR's office during the term of this Agreement, and for a period of three (3) years from the date of the final payment hereunder, and made available to CITY representatives upon request at any time during regular business hours.

7. ASSIGNMENT. Neither this Agreement nor any rights, interests, duties, liabilities, obligations or responsibilities arising out of, concerning or related in any way to this Agreement (including, but not limited to, accounts, actions, causes of action, claims, damages, demands, liabilities, losses, obligations, or reckonings of any kind or nature whatsoever, for compensatory or exemplary and punitive damages, or declaratory, equitable or injunctive relief, whether based on contract, equity, tort or other theories of recovery provided for by the common or statutory law) may be assigned or transferred by any party. Any such assignment is prohibited, and shall be unenforceable and otherwise null and void without the need for further action by the non-assigning party or parties.

8. BINDING EFFECT. The rights and obligations of this Agreement shall inure to the benefit of, and be binding upon, the parties to the Agreement and their heirs, administrators, executors, personal representatives, successors and assigns.

9. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall, at CONTRACTOR’s sole cost, comply with all of the requirements of municipal, state, and federal authorities now in force, or which may hereafter be in force, pertaining to this Agreement, and shall faithfully observe in all activities relating to or growing out of this Agreement all municipal ordinances and state and Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 4 Updated – August 2025
federal statutes, rules or regulations, and permitting requirements now in force or which may hereafter be in force including, without limitation, obtaining a City of Bakersfield business tax certificate (Bakersfield Municipal Code Chapter 5.02) where required.

10. CORPORATE AUTHORITY. Each individual signing this Agreement on behalf of entities represents and warrants that they are, respectively, duly authorized to sign on behalf of the entities and to bind the entities fully to each and all of the obligations set forth in this Agreement.

11. COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which shall be considered as an original and be effective as such.

12. DIRECTION. CONTRACTOR retains the right to control or direct the manner in which the services described herein are performed.

13. EQUIPMENT. CONTRACTOR will supply all equipment, tools, materials and supplies necessary to perform the services under this Agreement.

14. EXECUTION. This Agreement is effective upon the date first written above and is the product of negotiation and all parties are equally responsible for authorship of this Agreement. Section 1654 of the California Civil Code shall not apply to the interpretation of this Agreement.

15. EXHIBITS. In the event of a conflict between the terms, conditions or specifications set forth in this Agreement and those in exhibits attached hereto, the terms, conditions, or specifications set forth in this Agreement shall prevail. All exhibits to which reference is made in this Agreement are deemed incorporated in this Agreement, whether or not actually attached.

16. FURTHER ASSURANCES. Each party shall execute and deliver such papers, documents, and instruments, and perform such acts as are necessary or appropriate, to implement the terms of this Agreement and the intent of the parties to this Agreement.

17. GOVERNING LAW. The laws of the State of California will govern the validity of this Agreement and its interpretation and performance. Any litigation arising in any way from this Agreement shall be brought in Kern County, California.
///
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18. INCLUDED DOCUMENTS. Any bid documents, including, without limitation, special provisions and standard specifications and any Request for Proposals, Request for Qualifications and responses thereto relating to this Agreement are incorporated by reference as though fully set forth herein.

19. INDEMNITY. CONTRACTOR shall indemnify, defend, and hold harmless CITY and CITY’s officers, agents and employees against any and all liability, claims, actions, causes of action or demands whatsoever against them, or any of them, before administrative or judicial tribunals of any kind whatsoever, arising out of, connected with, or caused by CONTRACTOR or CONTRACTOR’s employees, agents, independent contractors, companies, or subcontractors in the performance of, or in any way arising from, the terms and provisions of this Agreement whether or not caused in part by a party indemnified hereunder, except for CITY’s sole active negligence or willful misconduct.

20. INDEPENDENT CONTRACTOR. This Agreement calls for CONTRACTOR’s performance of the Scope of Work as an independent contractor.

CONTRACTOR is not an agent or employee of CITY for any purpose and is not entitled to any of the benefits provided by CITY to its employees. This Agreement shall not be construed as forming a partnership or any other association with CONTRACTOR other than that of an independent contractor.

21. INSURANCE.

21.1 Types and Limits of Insurance. In addition to any other insurance or security required under this Agreement, CONTRACTOR must procure and maintain, for the duration of this Agreement, the types and limits of insurance below ("Basic Insurance Requirements").

21.1.1 Automobile liability insurance, providing coverage for owned, non-owned, and hired autos on an occurrence
basis for bodily injury, including death, of one or more persons, property damage, and personal injury, with limits of not less than $1,000,000 per occurrence.

21.1.2 Commercial general liability insurance, unless otherwise approved by CITY’s Risk Manager, providing coverage on
an occurrence basis for bodily injury, including death, of one or more persons, property damage, and personal
injury, with limits of not less than $1,000,000 per occurrence.

The policy must:

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21.1.2.1 Provide contractual liability coverage for the terms of this Agreement;

21.1.2.2 Provide products and completed operations
coverage;

21.1.2.3 Provide premises, operations, and mobile
equipment coverage; and

21.1.2.4 Contain an additional insured endorsement in
favor of CITY and its mayor, council, officers,
agents, employees, and designated volunteers.

21.1.3 Workers' compensation insurance with limits of not less than $1,000,000 per occurrence. In accordance with the
provisions of Labor Code Section 3700, every contractor will be required to secure the payment of compensation to his employees. Pursuant to Labor Code Section 1861,
CONTRACTOR must submit to CITY the following
certification before beginning any work on the
Improvements:

I am aware of the provisions of Section 3700 of the
Labor Code which require every employer to be
insured against liability for worker’s compensation or
to undertake self-insurance in accordance with the
provisions of that code, and I will comply with such
provisions before commencing the performance of
the work of this contract.

By executing this Agreement, CONTRACTOR is submitting the certification required above.

The policy must contain a waiver of subrogation in favor of CITY and its mayor, council, officers, agents, employees, and designated volunteers.

21.2 General Provisions Applying to All Insurance Types.

21.2.1 All policies required of CONTRACTOR must be written on a first-dollar coverage basis, or contain a deductible
provision. Subject to CITY’s advance approval,
CONTRACTOR may utilize a self-insured retention in any or all of the policies provided, but the policy or policies may Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 7 Updated – August 2025
not contain language, whether added by endorsement or
contained in the policy conditions, that prohibits
satisfaction of any self-insured provision or requirement by anyone other than the named insured or by any means
including other insurance or which is intended to defeat the intent or protection of an additional insured.

21.2.2 All policies required of CONTRACTOR must be primary insurance as to CITY and its mayor, council, officers, agents, employees, or designated volunteers and any insurance or self-insurance maintained by CITY and its mayor, council, officers, agents, employees, and designated volunteers
must be excess of CONTRACTOR’s insurance and must not
contribute with it.

21.2.3 The insurance required above, except for workers’ compensation insurance, must be placed with insurers with a Best’s rating as approved by CITY’s Risk Manager, but in no event less than A-:VII. Any deductibles, self-insured retentions, or insurance in lesser amounts, or lack of certain types of insurance otherwise required by this Agreement, or insurance rated below Best’s A-:VII, must be declared prior to execution of this Agreement and approved by CITY in
writing.

21.2.4 The insurance required in this section must be maintained until the Scope of Work is satisfactorily completed as
evidenced by CITY’s written acceptance. All policies must provide that there will be continuing liability thereon, notwithstanding any recovery on any policy.

21.2.5 Full compensation for all premiums which CONTRACTOR is required to pay to satisfy the Basic Insurance Requirements shall be considered as included in the prices paid for the performance of the Scope of Work, and no additional
allowance will be made therefor or for additional premiums which may be required by extensions of the policies of
insurance.

21.2.6 It is further understood and agreed by CONTRACTOR that its liability to CITY will not in any way be limited to or affected by the amount of insurance obtained and carried by
CONTRACTOR in connection with this Agreement.

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21.2.7 Unless otherwise approved by CITY, if any part of the Scope of Work is subcontracted, the Basic Insurance Requirements must be provided by, or on behalf of, all subcontractors even if CITY has approved lesser insurance requirements for CONTRACTOR, and all subcontractors must agree in writing to be bound by the provisions of this section.

22. INTERPRETATION. Whenever the context so requires, the masculine gender includes the feminine and neuter, and the singular number includes the plural.

23. KEY PERSONNEL. At request of CITY, CONTRACTOR shall name all key personnel to be assigned to the work set forth herein. CITY reserves the right to approve key personnel, which approval shall not be unreasonably withheld. Once the key personnel are approved CONTRACTOR shall not change such personnel without the approval of CITY.

24. LICENSES. CONTRACTOR shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement any licenses, permits and approvals which are legally required for CONTRACTOR to practice its profession and perform the Scope of Work. If CONTRACTOR is a corporation, at least one (1) officer or key employee shall hold the required licenses or professional degrees. If CONTRACTOR is a partnership, at least one (1) partner shall hold the required licensees or professional degrees.

25. MERGER AND MODIFICATION. This Agreement sets forth the entire agreement between the parties and supersedes all other oral or written representations. This Agreement may be modified only in a writing approved by the City Council and signed by all the parties.

26. NO WAIVER OF DEFAULT. The failure of any party to enforce against another party any provision of this Agreement shall not constitute a waiver of that party's right to enforce such a provision at a later time and shall not serve to vary the terms of this Agreement.

27. NON-INTEREST. No CITY officer or employee shall hold any interest in this Agreement (California Government Code section 1090).

28. NOTICES. All notices relative to this Agreement shall be given in writing and shall be personally served or sent by certified or registered mail and be effective upon actual personal service or depositing in the United States mail. The parties shall be addressed as follows, or at any other address designated by notice:

Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 9 Updated – August 2025
CITY: CITY OF BAKERSFIELD

CITY HALL
1600 Truxtun Avenue
Bakersfield, California 93301
CONTRACTOR: WENDALE DAVIS FOUNDATION
ATTN: DENISE DAVIS
P.O. Box 11073
Bakersfield, California 93389

29. RESOURCE ALLOCATION. All CITY obligations under the terms of this Agreement are subject to the appropriation and allocation of resources by the City Council.

30. SB 854 COMPLIANCE. To the extent Labor Code Section 1771.1 applies to this Agreement, a contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, be subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. It is not a violation of Labor Code Section 1771.1 for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Labor Code Section 1725.5 at the time the contract is awarded. The prime contractor is required to post job site notices in compliance with California Code of Regulations, Title 8, Section 16451. This project is subject to compliance monitoring and enforcement by the California Department of Industrial Relations.

31. STANDARD OF PERFORMANCE. The Scope of Work shall be performed in conformity with all legal requirements and industry standards observed by a specialist of CONTRACTOR’s profession in California.

32. STARTING WORK. CONTRACTOR shall not begin work until authorized to do so in writing by CITY. No work will be authorized before the date first written above.

33. TAX NUMBERS.

CONTRACTOR’s Federal Tax ID Number 26-3054572
CONTRACTOR is a corporation? Yes X No
(Please check one.)
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34. THIRD-PARTY CLAIMS. In the case of public works contracts, CITY will timely notify CONTRACTOR of third-party claims relating to this Agreement. CITY shall be allowed to recover from CONTRACTOR, and CONTRACTOR shall pay on demand, all costs of notification.

35. TITLE TO DOCUMENTS. All documents, plans, and drawings, maps, photographs, and other papers, or copies thereof prepared by CONTRACTOR pursuant to the terms of this Agreement, shall, upon preparation, become CITY property.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above.
"CITY" “CONTRACTOR”

CITY OF BAKERSFIELD WENDALE DAVIS FOUNDATION
By:________________________________ By:_________________________________

MANPREET KAUR DENISE DAVIS
Vice Mayor COO
APPROVED AS TO CONTENT:

CITY MANAGER’S OFFICE
By:_______________________________

CHRISTIAN CLEGG
City Manager
APPROVED AS TO FORM: COUNTERSIGNED:

City Attorney: _____________________________________ Finance Director: _____________________________________

VIRGINIA GENNARO RANDY MCKEEGAN
Insurance:____________
Attachment(s):

Exhibit A – Scope of Work
Exhibit B - Certification of Compliance
Exhibit C - Contractor Certification Clause
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EXHIBIT A

SCOPE OF WORK

OUTREACH SERVICES
A. OUTREACH SERVICES
A1. Purpose & Alignment
Wendale Davis Foundation (WDF) shall provide Outreach Services consistent with the City of Bakersfield’s Office of Violence Intervention and Prevention (OVIP) CalVIP Cohort 5 Gun Violence Reduction Strategy (GVRS).

All services shall align with:
➢ OVIP’s goal to engage Very High-Risk Individuals (VHRIs) ➢ OVIP Case Management Protocols, including engagement standards, dosage requirements, and Preliminary Life Plan development
➢ GVRS Performance Indicators and measurable outcomes
All participants served under this Agreement must meet OVIP-defined Very High-Risk Individual (VHRI) eligibility criteria, as established and communicated by OVIP. All referrals shall be reviewed, approved, and formally assigned by OVIP prior to engagement. WDF shall not independently enroll or engage participants outside of OVIP’s established referral and approval process.

A.2 Core Responsibilities
A.2(a) Referral-Based Initial Engagement
WDF shall engage participants following formal referral and assignment by OVIP.

Participation in Community Safety Meetings (CSMs) is not required under this Agreement; however, WDF shall align with all post-referral engagement expectations established by OVIP.

Initial Engagement Expectations (First 48 Hours):
• Conduct initial contact within forty-eight (48) hours of assignment (in-person preferred)
• Assess immediate safety concerns, including potential retaliation risk and housing stability
• Reinforce program messaging focused on safety, support, and non-violence • Provide immediate, low-barrier supports (e.g., transportation, food, emergency assistance), as appropriate
• Initiate a Preliminary Life Plan focused on immediate safety and stabilization • Attempt at least one collateral contact (family member or supportive ally), when appropriate
• Document all engagement efforts within 24–48 hours in OVIP’s case management system
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A.2(b) Field Outreach
• Conduct daily outreach attempts, including in-person visits, calls, and texts • Maintain consistent and documented presence in OVIP-identified high-risk areas • Conduct persistent outreach efforts consistent with OVIP’s Relentless Pursuit standard
• Provide trauma-informed engagement and relationship-based support • Conduct safety scans and monitor potential retaliation risks • Provide low-barrier support, including transportation, food, or emergency assistance when appropriate
• Complete follow-up contact within 24-48 hours of assignment • Develop a Preliminary Life Plan focused on immediate safety and stabilization to support transition into Intensive Case Management (ICM) A.2(c) Violence Interruption
• Respond to shootings, hospital incidents, funerals, and other high-risk events only when initiated or approved by OVIP.
• WDF shall not independently conduct incident response activities without prior authorization from OVIP.

A.2(d) Ongoing Engagement
• Maintain consistent relationship-building efforts to support participant stabilization and readiness for long-term case management
• Continue engagement in alignment with program expectations and participant needs • Support participant progress toward Life Plan goals, including connection to services and resources
• Maintain communication with OVIP regarding participant status, progress, and any emerging risk
A.3 Engagement Ladder (required for unresponsive participants) When a participant is difficult to reach or disengaged, WDF shall implement the following structured Engagement Ladder:

Timeframe Required Actions
Days 1–3 • Attempt daily contact via phone, text, or social media • Conduct at least one (1) in-person visit
Week 2
• Conduct at least two (2) additional in-person visits at varying times and locations • Attempt contact through known collateral contacts (family, friends, or supportive allies), when appropriate
Week 3 • Conduct a joint field visit with a supervisor or additional staff member Week 4
• Present the case during a team case conference to determine continued outreach strategy or case closure consideration
• Document all Engagement Ladder attempts within 24-48 hours Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Page | 3
A.4 Safety Communication and Escalation
WDF staff must prioritize safety in all engagement activities. If at any point a staff member identifies a safety concern that may impact their ability to safely engage a Very High-Risk Individual (VHRI), the concern must be promptly communicated to OVIP.

OVIP will assess the situation and provide direction on appropriate next steps to ensure staff safety and program integrity, which may include modification of engagement strategy, temporary pause of outreach efforts, or other appropriate measures consistent with City protocols.

A.5 Transition to Intensive Case Management
• Ensure a minimum of thirty (30) days of engagement and five (5) documented hours of in-person contact prior to transfer
• Confirm participant willingness to engage in long-term services • Submit request to OVIP for approval prior to transfer • Ensure preliminary plan and all case notes are current and uploaded • Expand the participant’s support team through connection to a Case Manager A.6 Post-Transition Role and Coordination:

Upon transition to Intensive Case Management, the Case Manager assumes primary responsibility for participant engagement, service coordination, and case planning. The participant will no longer be considered part of the Outreach Worker’s active caseload. • Outreach Workers may maintain limited, supportive contact for up to thirty (30) days following transition to reinforce trust and continuity of care. This contact should be occasional in nature and must not function as ongoing case management or primary engagement.
• All outreach interactions during this period must be coordinated with and communicated to the assigned Case Manager to ensure alignment with the participant’s Life Plan and a consistent, team-based approach. • After the 30-day transition period, outreach involvement should conclude unless otherwise directed by OVIP based on participant risk or program needs. Outreach staff are expected to prioritize newly assigned referrals and active outreach cases.

A.7 Documentation Requirements
• Enter all outreach activities, contacts, and services into OVIP’s case management system within 24–48 hours
• Ensure documentation is complete, accurate, and current • Documentation must align with services provided and any associated supportive services or incentives
• Documentation must be current prior to invoice submission; failure to comply may result in delayed or withheld payment
• Documentation must be current prior to invoice submission. Failure to maintain current documentation may result in delayed or withheld payment until compliance is achieved.

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A.8 Coordination & Communication Requirements
• Participate in all required OVIP meetings, including:
o Weekly coordination and shooting review meetings
o Weekly case reviews
• Monthly performance management meetings
• Maintain ongoing communication with OVIP staff, Case Managers, and CBO partners • Coordinate with OVIP prior to or upon assignment to obtain relevant case context, including safety risks, group dynamics, and engagement considerations • Communicate any emerging safety risks or escalation concerns immediately A.9 Training Requirements
Outreach Workers may be required to complete OVIP-coordinate trainings, including but not limited to:
• Trauma-informed practice
• Urban Peace Academy CVI certification
• NICJR CVI principles
• Documentation standards
A.10 Outreach Events
• Plan and conduct outreach events intended to engage individuals at elevated risk of violence, including high-risk individuals, groups, and families within areas identified through the City of Bakersfield’s Gun Violence Reduction Strategy (GVRS) • Ensure all outreach activities are consistent with the approved CalVIP grant proposal, program design, and target population
• Conduct outreach activities in locations and contexts that align with identified risk factors, including areas with known group-related activity, as guided by OVIP • Prior to conducting outreach events that include associated costs, obtain approval in accordance with City-established procedures and submit any required justification documentation for BSCC review, as applicable
• Conduct outreach activities that emphasize relationship-building, service connection, and engagement of individuals at elevated risk, consistent with evidence-based violence intervention strategies
• Document all outreach activities and services in the designated case management system within 72 hours of the activity, including sufficient detail to support program reporting, monitoring, and audit requirements
• Maintain attendance records, such as rosters or sign-in sheets, or other documentation sufficient to verify individuals engaged, as applicable to the type of outreach conducted
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• Maintain all required supporting documentation, including activity summaries, approvals (if applicable), and any records necessary to demonstrate compliance with BSCC grant requirements
B. FIELD SUPERVISOR
• Monitor performance and ensure adherence to CalVIP Cohort 5 program expectations
• Review case documentation for accuracy and timeliness • Support staff in field operations, safety planning, and crisis response • Participate in OVIP coordination meetings and performance reviews • Provide coaching, corrective action, and professional development support C. PERFORMANCE AND BENCHMARKS EXPECTATIONS
WDF shall meet minimum program performance expectations and engagement standards for Outreach services as defined by CITY.

These expectations include, but are not limited to:
• Conducting consistent and proactive outreach and engagement efforts in CITYidentified priority areas • Conducting timely follow-up on assigned referrals and maintaining active engagement with participants
• Maintaining caseloads consistent with program expectations for Outreach services • Completing outreach contact attempts and in-person engagement with participants, consistent with program expectations
• Coordinating with service providers and supporting participants in accessing available resources, as appropriate
• Developing a preliminary or initial Life Plan, focused on identifying immediate needs, priorities, and goals to support engagement and transition to Intensive Case Management services, as applicable
Specific performance benchmarks, engagement standards, caseload expectations, and program priorities may be updated by CITY, as necessary, based on program needs, data analysis, BSCC requirements, and continuous improvement efforts. WDF agrees to comply with such updates as communicated by CITY.

D. PROGRAM EVALUATION AND CLOSEOUT SUPPORT
Direct services shall conclude no later than March 31, 2029. The remaining term shall support evaluation and closeout activities through September 30, 2029.

WDF shall:
• Participate in all evaluation activities as required by OVIP and the designated evaluator
• Provide access to program data, documentation, and case records, in compliance with confidentiality requirements
• Participate in interviews, surveys, and site visits
• Respond to data requests necessary to support evaluation activities • Maintain documentation throughout the evaluation period Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011

EXHIBIT B
Attachment D: Certification of Compliance with BSCC Policies Regarding Debarment, Fraud, Theft and Embezzlement
Required Attachment: Applicants will be prompted to upload this document from the BSCC CalVIP webpage to the BSCC Submittable Application Portal.

It is the policy of the BSCC to protect grant funds from unreasonable risks of fraudulent, criminal, or other improper use. As such, the Board will not enter into contracts or provide reimbursement to applicants that have been:

1. debarred by any federal, state, or local government entities during the period of debarment; or

2. convicted of fraud, theft, or embezzlement of federal, state, or local government grant funds for a period of three (3) years following conviction.

Furthermore, the BSCC requires grant recipients to provide an assurance that there has been no applicable debarment, disqualification, suspension, or removal from a federal, state or local grant program on the part of the grantee at the time of application and that the grantee will immediately notify the BSCC should such debarment or conviction occur during the term of the Grant contract.

BSCC also requires that all grant recipients include, as a condition of award to a subgrantee or subcontractor, a requirement that the subgrantee or subcontractor will provide the same assurances to the grant recipient. If a grant recipient wishes to consider a subgrantee or subcontractor that has been debarred or convicted, the grant recipient must submit a written request for exception to the BSCC along with supporting documentation.

By checking the following boxes and signing below, applicant affirms that:

I/We are not currently debarred by any federal, state, or local entity from applying for or receiving federal, state, or local grant funds.

I/We have not been convicted of any crime involving theft, fraud, or embezzlement of federal, state, or local grant funds within the last three (3) years. We will notify the BSCC should such debarment or conviction occur during the term of the Grant contract.

I/We will hold subgrantees and subcontractors to these same requirements.

A grantee may make a request in writing to the Executive Director of the BSCC for an exception to the debarment policy. Any determination made by the Executive Director shall be made in writing.

AUTHORIZED SIGNATURE
(This document must be signed by the person who is authorized to sign the Grant Agreement.)

NAME OF AUTHORIZED OFFICER TITLE TELEPHONE NUMBER EMAIL ADDRESS

STREET ADDRESS CITY STATE ZIP CODE

APPLICANT’S SIGNATURE (Blue Ink or e-signature Only) DATE X       04/28/2026
Denise Davis Director of Operations (661) 817-7678 [email protected] P.O. Box 11073 Bakersfield CA 93389
Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Contractor/Bidder Firm Name (Printed) Federal ID Number Date Executed Executed in the County of
Contractor Certification Clause
CCC 04/2017

CERTIFICATION
I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective Contractor to the clause(s) listed below. This certification is made under the laws of the State of California.

By (Authorized Signature)
Printed Name and Title of Person Signing

CONTRACTOR CERTIFICATION CLAUSES

1. STATEMENT OF COMPLIANCE: Contractor has, unless exempted, complied with the nondiscrimination program requirements. (Gov. Code §12990 (a-f) and CCR, Title 2, Section 11102) (Not applicable to public entities.)

2. DRUG-FREE WORKPLACE REQUIREMENTS: Contractor will comply with the requirements of the Drug-Free Workplace Act of 1990 and will provide a drug-free workplace by taking the following actions:
a. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations.
b. Establish a Drug-Free Awareness Program to inform employees about:
1) the dangers of drug abuse in the workplace;
2) the person's or organization's policy of maintaining a drug-free workplace; 3) any available counseling, rehabilitation and employee assistance programs; and, 4) penalties that may be imposed upon employees for drug abuse violations. c. Every employee who works on the proposed Agreement will:
1) receive a copy of the company's drug-free workplace policy statement; and,

EXHIBIT C
Wendale Davis Foundation Denise Davis, Director of Operations April 28, 2026 Kern County Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 2) agree to abide by the terms of the company's statement as a condition of employment on the Agreement.

Failure to comply with these requirements may result in suspension of payments under the Agreement or termination of the Agreement or both and Contractor may be ineligible for award of any future State agreements if the department determines that any of the following has occurred: the Contractor has made false certification, or violated the certification by failing to carry out the requirements as noted above. (Gov. Code §8350 et seq.)

3. NATIONAL LABOR RELATIONS BOARD CERTIFICATION: Contractor certifies that no more than one (1) final unappealable finding of contempt of court by a Federal court has been issued against Contractor within the immediately preceding two-year period because of Contractor's failure to comply with an order of a Federal court, which orders Contractor to comply with an order of the National Labor Relations Board. (Pub. Contract Code §10296) (Not applicable to public entities.)

4. CONTRACTS FOR LEGAL SERVICES $50,000 OR MORE- PRO BONO REQUIREMENT: Contractor hereby certifies that Contractor will comply with the requirements of Section 6072 of the Business and Professions Code, effective January 1, 2003.

Contractor agrees to make a good faith effort to provide a minimum number of hours of pro bono legal services during each year of the contract equal to the lessor of 30 multiplied by the number of full time attorneys in the firm’s offices in the State, with the number of hours prorated on an actual day basis for any contract period of less than a full year or 10% of its contract with the State.

Failure to make a good faith effort may be cause for non-renewal of a state contract for legal services, and may be taken into account when determining the award of future contracts with the State for legal services.

5. EXPATRIATE CORPORATIONS: Contractor hereby declares that it is not an expatriate corporation or subsidiary of an expatriate corporation within the meaning of Public Contract Code Section 10286 and 10286.1, and is eligible to contract with the State of California.

6. SWEATFREE CODE OF CONDUCT:
a. All Contractors contracting for the procurement or laundering of apparel, garments or corresponding accessories, or the procurement of equipment, materials, or supplies, other than procurement related to a public works contract, declare under penalty of perjury that no apparel, garments or corresponding accessories, equipment, materials, or supplies furnished to the state pursuant to the contract have been laundered or produced in whole or in part by sweatshop labor, forced labor, convict labor, indentured labor under penal sanction, abusive forms of child labor or exploitation of children in sweatshop labor, or with the benefit of sweatshop labor, forced labor, convict labor, indentured labor under penal sanction, abusive forms of child labor or exploitation of children in sweatshop labor.

The contractor further declares under penalty of perjury that they adhere to the Sweatfree Code of Conduct as set forth on the California Department of Industrial Relations website located at www.dir.ca.gov, and Public Contract Code Section 6108. b. The contractor agrees to cooperate fully in providing reasonable access to the contractor’s records, documents, agents or employees, or premises if reasonably Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 required by authorized officials of the contracting agency, the Department of Industrial Relations, or the Department of Justice to determine the contractor’s compliance with the requirements under paragraph (a).

7. DOMESTIC PARTNERS: For contracts of $100,000 or more, Contractor certifies that Contractor is in compliance with Public Contract Code section 10295.3.

8. GENDER IDENTITY: For contracts of $100,000 or more, Contractor certifies that Contractor is in compliance with Public Contract Code section 10295.35.

DOING BUSINESS WITH THE STATE OF CALIFORNIA
The following laws apply to persons or entities doing business with the State of California.

1. CONFLICT OF INTEREST: Contractor needs to be aware of the following provisions regarding current or former state employees. If Contractor has any questions on the status of any person rendering services or involved with the Agreement, the awarding agency must be contacted immediately for clarification.

Current State Employees (Pub. Contract Code §10410):
1). No officer or employee shall engage in any employment, activity or enterprise from which the officer or employee receives compensation or has a financial interest and which is sponsored or funded by any state agency, unless the employment, activity or enterprise is required as a condition of regular state employment. 2). No officer or employee shall contract on his or her own behalf as an independent contractor with any state agency to provide goods or services.

Former State Employees (Pub. Contract Code §10411):
1). For the two-year period from the date he or she left state employment, no former state officer or employee may enter into a contract in which he or she engaged in any of the negotiations, transactions, planning, arrangements or any part of the decision-making process relevant to the contract while employed in any capacity by any state agency. 2). For the twelve-month period from the date he or she left state employment, no former state officer or employee may enter into a contract with any state agency if he or she was employed by that state agency in a policy-making position in the same general subject area as the proposed contract within the 12-month period prior to his or her leaving state service.

If Contractor violates any provisions of above paragraphs, such action by Contractor shall render this Agreement void. (Pub. Contract Code §10420) Members of boards and commissions are exempt from this section if they do not receive payment other than payment of each meeting of the board or commission, payment for preparatory time and payment for per diem. (Pub. Contract Code §10430 (e))

2. LABOR CODE/WORKERS' COMPENSATION: Contractor needs to be aware of the provisions which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions, and Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Contractor affirms to comply with such provisions before commencing the performance of the work of this Agreement. (Labor Code Section 3700)

3. AMERICANS WITH DISABILITIES ACT: Contractor assures the State that it complies with the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.)

4. CONTRACTOR NAME CHANGE: An amendment is required to change the Contractor's name as listed on this Agreement. Upon receipt of legal documentation of the name change the State will process the amendment. Payment of invoices presented with a new name cannot be paid prior to approval of said amendment.

5. CORPORATE QUALIFICATIONS TO DO BUSINESS IN CALIFORNIA:
a. When agreements are to be performed in the state by corporations, the contracting agencies will be verifying that the contractor is currently qualified to do business in California in order to ensure that all obligations due to the state are fulfilled. b. "Doing business" is defined in R&TC Section 23101 as actively engaging in any transaction for the purpose of financial or pecuniary gain or profit. Although there are some statutory exceptions to taxation, rarely will a corporate contractor performing within the state not be subject to the franchise tax.
c. Both domestic and foreign corporations (those incorporated outside of California) must be in good standing in order to be qualified to do business in California. Agencies will determine whether a corporation is in good standing by calling the Office of the Secretary of State.

6. RESOLUTION: A county, city, district, or other local public body must provide the State with a copy of a resolution, order, motion, or ordinance of the local governing body which by law has authority to enter into an agreement, authorizing execution of the agreement.

7. AIR OR WATER POLLUTION VIOLATION: Under the State laws, the Contractor shall not be: (1) in violation of any order or resolution not subject to review promulgated by the State Air Resources Board or an air pollution control district; (2) subject to cease and desist order not subject to review issued pursuant to Section 13301 of the Water Code for violation of waste discharge requirements or discharge prohibitions; or (3) finally determined to be in violation of provisions of federal law relating to air or water pollution.

8. PAYEE DATA RECORD FORM STD. 204: This form must be completed by all contractors that are not another state agency or other governmental entity.

Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011

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 RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $

PRO- POLICY LOC JECT PRODUCTS - COMP/OP AGG
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 OTHSTATUTE 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
9/15/2025
25895
Wendale Davis Foundation (Nonprofit Corporation)
PO Box 11073
Bakersfield, CA 93389
29424
A 1,000,000
X NPP1605381D 8/6/2025 8/6/2026 100,000
5,000
1,000,000
2,000,000
Included
PROF ERRORS AND 2,000,000
B
X 76WEGAZ7TUM 8/25/2025 8/25/2026 1,000,000
1,000,000
1,000,000
A Property - Commercia NPP1605381D 8/6/2025
CITY OF BAKERSFIELD, TTP Tournaments ITS MAYOR, COUNCIL, OFFICERS, AGENTS, EMPLOYEES AND VOLUNTEERS ARE ADDITIONAL INSURED UNDER
GENERAL LIABILITY PER ATTACHED FORM #391-1006 08 16, WITH PRIMARY WORDING PER ATTACHED FORM #391-1006 08 16.

WAIVER OF SUBROGATION FOR GENERAL LIABILITY APPLIES PER ATTACHED FORM #391-1006 08 16. WAIVER OF SUBROGATION FOR WORKERS COMPENSATION PER APPLIES PER ATTACHED FORM #WC 04 03 06.

ANY ENDORSEMENTS ATTACHED AND/OR DESCRIBED HEREIN APPLY WITH RESPECTS TO THE OPERATIONS OF THE NAMED INSURED AS REQUIRED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS; SUBJECT TO STATUTE AND POLICY PROVISIONS.

City Bakersfield
Office of Risk Management
1600 Truxtun Ave
Bakersfield, CA 93301
WENDDAV-02 NHERNANDEZ
AP Intego Insurance Group, LLC
1601 Trapelo Rd Suite 280
Waltham, MA 02451 [email protected]
United States Liability Insurance Group
Hartford Casualty Insurance Company
X
8/6/2026
X
X
X
Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Docusign Envelope ID: 6331E954-594A-88A2-805B-52FB06B4C011 Certificate Of Completion
Envelope Id: 6331E954-594A-88A2-805B-52FB06B4C011 Status: Completed Subject: Complete with Docusign: WDF COHORT 5 Agreement - Independent-k-Over $100,000.pdf Source Envelope:

Document Pages: 25 Signatures: 2 Envelope Originator:

Certificate Pages: 5 Initials: 1 City Clerk's Office
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
[email protected]
IP Address: 174.46.226.5
Record Tracking
Status: Original
4/29/2026 4:27:17 PM
Holder: City Clerk's Office
[email protected]
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Signer Events Signature Timestamp
Denise Davis
[email protected]
COO
Security Level: Email, Account Authentication
(None) Signature Adoption: Pre-selected Style
Using IP Address:
2603:9008:1c01:e8a8:280a:51da:278e:9967
Signed using mobile
Sent: 4/29/2026 4:32:02 PM
Viewed: 4/29/2026 4:32:56 PM
Signed: 4/29/2026 4:34:10 PM
Electronic Record and Signature Disclosure:

Accepted: 4/29/2026 4:32:56 PM
ID: 48bafc21-ad08-4602-a685-ca2eb535ecd0
Christian Clegg
[email protected]
City Manager
City of Bakersfield
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address:
2601:681:d00:4f50:2d35:e809:67a3:ee3a
Signed using mobile
Sent: 4/29/2026 4:34:12 PM
Viewed: 5/1/2026 7:33:44 AM
Signed: 5/1/2026 7:34:05 AM
Electronic Record and Signature Disclosure:

Accepted: 5/1/2026 7:33:44 AM
ID: 245f1ff1-b48a-4e00-ad67-6d411bbbb7d9
Jena Covey
[email protected]

RISK MANAGER
Security Level: Email, Account Authentication
(None) Signature Adoption: Pre-selected Style
Using IP Address: 174.46.226.5
Sent: 5/1/2026 7:34:07 AM
Viewed: 5/1/2026 3:53:25 PM
Signed: 5/1/2026 3:53:45 PM
Electronic Record and Signature Disclosure:

Accepted: 5/1/2026 3:53:25 PM
ID: c2321d22-bd34-4349-a8e9-9956c47291cc
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
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 4/29/2026 4:32:02 PM
Certified Delivered Security Checked 5/1/2026 3:53:25 PM Signing Complete Security Checked 5/1/2026 3:53:45 PM
Completed Security Checked 5/1/2026 3:53:45 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure

ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Bakersfield (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.

Withdrawing your consent
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 disclosures electronically is described below.

Consequences of changing your mind
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 required notices or disclosures to you in paper format, and then wait until we receive back from you your 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 Electronic Record and Signature Disclosure created on: 6/28/2022 10:51:05 AM Parties agreed to: Denise Davis, Christian Clegg, Jena Covey 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 Bakersfield:

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: [email protected] To advise City of Bakersfield 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 [email protected] and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.

If you created a DocuSign account, you may update it with your new email address through your account preferences.

To request paper copies from City of Bakersfield
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 [email protected] and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.

To withdraw your consent with City of Bakersfield
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
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Required hardware and software
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-guidesigning-system-requirements.

Acknowledging your access and consent to receive and sign documents electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.

By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
 You can access and read this Electronic Record and Signature Disclosure; and  You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and
 Until or unless you notify City of Bakersfield as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by City of Bakersfield during the course of your relationship with City of Bakersfield.

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent Agreements TO: Honorable Mayor and City Council
FROM: Randy McKeegan, Finance Director
DATE: April 30, 2026
SUBJECT: Agreement with LSL, LLP (not to exceed $106,630) For a full scope annual audit for Fiscal Year 2024-25.

RECOMMENDATION:

Staff recommends approval of the agreement
BACKGROUND:

In March 2026, a request for proposals for auditing services was posted on the City’s online vendor and bid management system. A number for audit firms showed an interest in the process with seven firms submitting proposals. These proposals were reviewed and ranked by Finance Department staff and then staff interviewed the top three firms. While all three firms met the experience requirements to perform the City’s audit, the firm with the best combination of experience and pricing was the proposal submitted by LSL, LLP. The firm has a strong background performing audits for larger municipalities in California and across the nation.

The request for proposal issued by the City contemplated a three-year commitment with the selected firm, with Fiscal Year 2024-25 being the first year. The first two years are established at the same fixed rate, and the third year proposed a 3% increase for Fiscal Year 2026-27. That said, this agreement only covers the 1st year of service proposed (FY 2024-25.)
FISCAL IMPACT:

The cost is budgeted as a “non-departmental” line item in the General Fund. A small portion of costs are charged to the PSVS fund for the annual compliance review and the Wastewater Enterprise Fund regarding a compliance review letter associated with the Sub-Regional Wastewater / User Agency agreement.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

Agreement (including firm’s service proposal, cost proposal, and City request for proposal)

C:\Users\Docusign\Appdata\Local\Temp\Abcpdf\0507c4a4-45e7-408d-Bad7-452c8eafe877.Docx AGREEMENT NO. ___________________

INDEPENDENT CONTRACTOR'S AGREEMENT
This INDEPENDENT CONTRACTOR’S AGREEMENT (“Agreement”) is made and entered into on _______________________, by and between the CITY OF BAKERSFIELD, a municipal corporation (referred to herein as “CITY”), and LSL, Limited Liability Partnership, licensed in California (referred to herein as “CONTRACTOR”).

R E C I T A L S
WHEREAS, the CITY issued a Request of Proposals in March 2026 and CONTRACTOR submitted a proposal concerning a full scope annual audit; and WHEREAS, CONTRACTOR represents that CONTRACTOR is experienced, well qualified and a specialist in the field of audit services; and WHEREAS, the CITY’S audit proposal contemplated a three-year term beginning with the 2024-25 fiscal year, subject to annual review and satisfactory negotiation of terms (including a price acceptable to both the CITY and the selected firm); and
WHEREAS, CONTRACTOR is required and does currently have errors and omissions insurance which will protect the City of Bakersfield in the event of professional errors or omissions by the CONTRACTOR; and WHEREAS, Section 41 of the CITY Charter requires the Council to employ a certified public accountant to conduct an annual audit, and the CITY does not have expertise currently on staff to conduct such large-scale audits; and WHEREAS, CONTRACTOR is aware that information may come into CONTRACTOR’s possession which may impact the CITY’s legal position in the event such information was released to outside parties; and WHEREAS, CITY desires to employ CONTRACTOR to perform a full scope annual audit of the CITY for the 2024-25 fiscal year ended June 30, 2025 (year 1 of 3), as set forth herein; and
NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTRACTOR mutually agree as follows:

1. SCOPE OF WORK. In exchange for the Compensation (defined below), CONTRACTOR shall perform the following: performance of a full scope annual audit. The scope of work shall include all items contained in Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530

C:\Users\Docusign\Appdata\Local\Temp\Abcpdf\0507c4a4-45e7-408d-Bad7-452c8eafe877.Docx CONTRACTOR’s Technical Proposal, Cost Proposal, and CITY’s Request for Proposals, marked as Exhibit “A”, Exhibit “B”, and Exhibit “C” respectively, and attached hereto and incorporated by reference as though fully set forth herein. CONTRACTOR’s services will include all the procedures necessary to properly complete the task CONTRACTOR has been hired to perform, whether specifically included in the scope of work or not Nothing in this Agreement shall be construed to require the CONTRACTOR to perform management functions, make management decisions, or assume responsibility for the CITY’S internal controls or financial records, consistent with GAGAS independence requirements. Additionally, nothing in this agreement shall limit the CONTRACTOR’S responsibility to report audit findings in accordance with GAGAS.

2. COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work. Compensation for all work, services or products called for under this Agreement shall consist of a total payment of ONE HUNDRED SIX THOUSAND SIX HUNDRED THIRTY DOLLARS ($106,630) which shall be paid as follows: in increments as set forth herein and upon completion to the satisfaction of the CITY, of those items described in CONTRACTORS’s proposal.

2.1 At the completion of each of the items, all documents shall have been completed by CONTRACTOR, and shall be submitted to CITY by CONTRACTOR. Three (3) copies of each document shall be included in the compensation set forth herein. Upon the review and approval of CITY staff of the CONTRACTOR’s work and submission of an invoice as set forth herein, the sums stated above shall be paid.

2.2 The compensation set forth in this section shall be the total compensation under this Agreement including, but not limited to, all outof-pocket costs and taxes. CITY shall pay only the compensation listed unless otherwise agreed to in writing by the parties.

CITY will pay CONTRACTOR within 30 days after CONTRACTOR submits an itemized invoice for the portions of the Scope of Work completed and that invoice is approved by CITY. The Compensation will be the total amount paid to CONTRACTOR for performing the Scope of Work and includes, but is not limited to, all out-of-pocket costs and taxes. CITY will pay no other compensation to CONTRACTOR. In no case will CITY compensate CONTRACTOR more than $102,500 for performing the Scope of Work.

CONTRACTOR shall not bill more than 90% of the contract price for the Scope of Work as work progresses. The final 10% of the contract price shall be invoiced and payable upon delivery of the firm’s final reports that meet the requirements of the agreed Scope of Work and applicable auditing standards.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530

C:\Users\Docusign\Appdata\Local\Temp\Abcpdf\0507c4a4-45e7-408d-Bad7-452c8eafe877.Docx

3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on April 30, 2028.

4. TERMINATION. Either party may terminate this Agreement after giving the other party written notice, as provided herein, ten days before the termination is effective.

5. ACCOUNTING RECORDS. CONTRACTOR shall maintain accurate accounting records and other written documentation pertaining to all costs incurred in performance of this Agreement. Such accounting and contract payment records and documentation shall be kept at CONTRACTOR's office during the term of this Agreement, and for a period of three (3) years from the date of the final payment hereunder, and made available to CITY representatives upon request at any time during regular business hours. Access to CONTRACTOR’S records shall be limited to accounting records, and not records of CONTRACTOR’S audit decisions or judgments (working papers), unless professional standards allow for such access by appropriate parties.

6. ASSIGNMENT. Neither this Agreement nor any rights, interests, duties, liabilities, obligations or responsibilities arising out of, concerning or related in any way to this Agreement (including, but not limited to, accounts, actions, causes of action, claims, damages, demands, liabilities, losses, obligations, or reckonings of any kind or nature whatsoever, for compensatory or exemplary and punitive damages, or declaratory, equitable or injunctive relief, whether based on contract, equity, tort or other theories of recovery provided for by the common or statutory law) may be assigned or transferred by any party. Any such assignment is prohibited, and shall be unenforceable and otherwise null and void without the need for further action by the non-assigning party or parties.

7. BINDING EFFECT. The rights and obligations of this Agreement shall inure to the benefit of, and be binding upon, the parties to the Agreement and their heirs, administrators, executors, personal representatives, successors and assigns.

8. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall, at CONTRACTOR’s sole cost, comply with all of the requirements of municipal, state, and federal authorities now in force, or which may hereafter be in force, pertaining to this Agreement, and shall faithfully observe in all activities relating to or growing out of this Agreement all municipal ordinances and state and federal statutes, rules or regulations, and permitting requirements now in force or which may hereafter be in force including, without limitation, obtaining a City of Bakersfield business tax certificate (Bakersfield Municipal Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530

C:\Users\Docusign\Appdata\Local\Temp\Abcpdf\0507c4a4-45e7-408d-Bad7-452c8eafe877.Docx Code Chapter 5.02) where required.

9. CORPORATE AUTHORITY. Each individual signing this Agreement on behalf of entities represents and warrants that they are, respectively, duly authorized to sign on behalf of the entities and to bind the entities fully to each and all of the obligations set forth in this Agreement.

10. COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which shall be considered as an original and be effective as such.

11. DIRECTION. CONTRACTOR retains the right to control or direct the manner in which the services described herein are performed.

12. EQUIPMENT. CONTRACTOR will supply all equipment, tools, materials and supplies necessary to perform the services under this Agreement.

13. EXECUTION. This Agreement is effective upon the date first written above and is the product of negotiation and all parties are equally responsible for authorship of this Agreement. Section 1654 of the California Civil Code shall not apply to the interpretation of this Agreement.

14. EXHIBITS. In the event of a conflict between the terms, conditions or specifications set forth in this Agreement and those in exhibits attached hereto, the terms, conditions, or specifications set forth in this Agreement shall prevail. All exhibits to which reference is made in this Agreement are deemed incorporated in this Agreement, whether or not actually attached.

15. FURTHER ASSURANCES. Each party shall execute and deliver such papers, documents, and instruments, and perform such acts as are necessary or appropriate, to implement the terms of this Agreement and the intent of the parties to this Agreement.

16. GOVERNING LAW. The laws of the State of California will govern the validity of this Agreement and its interpretation and performance. Any litigation arising in any way from this Agreement shall be brought in Kern County, California.

17. INCLUDED DOCUMENTS. Any bid documents, including, without limitation, special provisions and standard specifications and any Request for Proposals, Request for Qualifications and responses thereto relating to this Agreement are incorporated by reference as though fully set forth herein.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530

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18. INDEMNITY. CONTRACTOR shall indemnify, defend, and hold harmless CITY and CITY’s officers, agents and employees against any and all liability, claims, actions, causes of action or demands whatsoever against them, or any of them, before administrative or judicial tribunals of any kind whatsoever, arising out of, connected with, or caused by CONTRACTOR or CONTRACTOR’s employees, agents, independent contractors, companies, or subcontractors in the performance of, or in any way arising from, the terms and provisions of this Agreement whether or not caused in part by a party indemnified hereunder, except for CITY’s sole active negligence or willful misconduct, including management’s representations and decisions.

19. INDEPENDENT CONTRACTOR. This Agreement calls for CONTRACTOR’s performance of the Scope of Work as an independent contractor.

CONTRACTOR is not an agent or employee of CITY for any purpose and is not entitled to any of the benefits provided by CITY to its employees. This Agreement shall not be construed as forming a partnership or any other association with CONTRACTOR other than that of an independent contractor.

20. INSURANCE.

20.1 Types and Limits of Insurance. In addition to any other insurance or security required under this Agreement, CONTRACTOR must procure and maintain, for the duration of this Agreement, the types and limits of insurance below ("Basic Insurance Requirements").

20.1.1 Automobile liability insurance, providing coverage for owned, non-owned, and hired autos on an occurrence
basis for bodily injury, including death, of one or more persons, property damage, and personal injury, with limits of not less than $1,000,000 per occurrence.

20.1.2 Commercial general liability insurance, unless otherwise approved by CITY’s Risk Manager, providing coverage on
an occurrence basis for bodily injury, including death, of one or more persons, property damage, and personal
injury, with limits of not less than $1,000,000 per occurrence.

The policy must:

20.1.2.1 Provide contractual liability coverage for the terms of this Agreement;

20.1.2.2 Provide products and completed operations
coverage;
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20.1.2.3 Provide premises, operations, and mobile
equipment coverage; and

20.1.2.4 Contain an additional insured endorsement in
favor of CITY and its mayor, council, officers,
agents, employees, and designated volunteers.

20.1.3 Workers' compensation insurance with limits of not less than $1,000,000 per occurrence. In accordance with the
provisions of Labor Code Section 3700, every contractor will be required to secure the payment of compensation to his employees. Pursuant to Labor Code Section 1861,
CONTRACTOR must submit to CITY the following
certification before beginning any work on the
Improvements:

I am aware of the provisions of Section 3700 of the
Labor Code which require every employer to be
insured against liability for worker’s compensation or
to undertake self-insurance in accordance with the
provisions of that code, and I will comply with such
provisions before commencing the performance of
the work of this contract.

By executing this Agreement, CONTRACTOR is submitting the certification required above.

The policy must contain a waiver of subrogation in favor of CITY and its mayor, council, officers, agents, employees, and designated volunteers.

20.2 General Provisions Applying to All Insurance Types.

20.2.1 All policies required of CONTRACTOR must be written on a first-dollar coverage basis, or contain a deductible
provision. Subject to CITY’s advance approval,
CONTRACTOR may utilize a self-insured retention in any or all of the policies provided, but the policy or policies may not contain language, whether added by endorsement or
contained in the policy conditions, that prohibits
satisfaction of any self-insured provision or requirement by anyone other than the named insured or by any means
including other insurance or which is intended to defeat the intent or protection of an additional insured.

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20.2.2 All policies required of CONTRACTOR must be primary insurance as to CITY and its mayor, council, officers, agents, employees, or designated volunteers and any insurance or self-insurance maintained by CITY and its mayor, council, officers, agents, employees, and designated volunteers
must be excess of CONTRACTOR’s insurance and must not
contribute with it.

20.2.3 The insurance required above, except for workers’ compensation insurance, must be placed with insurers with a Best’s rating as approved by CITY’s Risk Manager, but in no event less than A-:VII. Any deductibles, self-insured retentions, or insurance in lesser amounts, or lack of certain types of insurance otherwise required by this Agreement, or insurance rated below Best’s A-:VII, must be declared prior to execution of this Agreement and approved by CITY in
writing.

20.2.4 The insurance required in this section must be maintained until the Scope of Work is satisfactorily completed as
evidenced by CITY’s written acceptance. All policies must provide that there will be continuing liability thereon, notwithstanding any recovery on any policy.

20.2.5 Full compensation for all premiums which CONTRACTOR is required to pay to satisfy the Basic Insurance Requirements shall be considered as included in the prices paid for the performance of the Scope of Work, and no additional
allowance will be made therefor or for additional premiums which may be required by extensions of the policies of
insurance.

20.2.6 It is further understood and agreed by CONTRACTOR that its liability to CITY will not in any way be limited to or affected by the amount of insurance obtained and carried by
CONTRACTOR in connection with this Agreement.

20.2.7 Unless otherwise approved by CITY, if any part of the Scope of Work is subcontracted, the Basic Insurance Requirements must be provided by, or on behalf of, all subcontractors even if CITY has approved lesser insurance requirements for CONTRACTOR, and all subcontractors must agree in writing to be bound by the provisions of this section.

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21. INTERPRETATION. Whenever the context so requires, the masculine gender includes the feminine and neuter, and the singular number includes the plural.

22. KEY PERSONNEL. At request of CITY, CONTRACTOR shall name all key personnel to be assigned to the work set forth herein. CITY reserves the right to approve key personnel, which approval shall not be unreasonably withheld. CITY approval shall be based solely on professional qualifications and experience and shall not be exercised to influence the CONTRACTOR’S judgments, conclusions, or personnel decisions. Once the key personnel are approved CONTRACTOR shall not change such personnel without the approval of CITY.

23. LICENSES. CONTRACTOR shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement any licenses, permits and approvals which are legally required for CONTRACTOR to practice its profession and perform the Scope of Work. If CONTRACTOR is a corporation, at least one (1) officer or key employee shall hold the required licenses or professional degrees. If CONTRACTOR is a partnership, at least one (1) partner shall hold the required licensees or professional degrees.

24. MERGER AND MODIFICATION. This Agreement sets forth the entire agreement between the parties and supersedes all other oral or written representations. This Agreement may be modified only in a writing approved by the City Council and signed by all the parties.

25. NO WAIVER OF DEFAULT. The failure of any party to enforce against another party any provision of this Agreement shall not constitute a waiver of that party's right to enforce such a provision at a later time and shall not serve to vary the terms of this Agreement.

26. NON-INTEREST. No CITY officer or employee shall hold any interest in this Agreement (California Government Code section 1090).

27. NOTICES. All notices relative to this Agreement shall be given in writing and shall be personally served or sent by certified or registered mail and be effective upon actual personal service or depositing in the United States mail. The parties shall be addressed as follows, or at any other address designated by notice:

CITY: CITY OF BAKERSFIELD

CITY HALL
1600 Truxtun Avenue
Bakersfield, California 93301
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C:\Users\Docusign\Appdata\Local\Temp\Abcpdf\0507c4a4-45e7-408d-Bad7-452c8eafe877.Docx CONTRACTOR: LSL, LLP
500 Technology Dr. Suite 350
Irvine, CA 92618

28. RESOURCE ALLOCATION. All CITY obligations under the terms of this Agreement are subject to the appropriation and allocation of resources by the City Council.

29. SB 854 COMPLIANCE. To the extent Labor Code Section 1771.1 applies to this Agreement, a contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, be subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any contract for public work, as defined in this chapter, unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. It is not a violation of Labor Code Section 1771.1 for an unregistered contractor to submit a bid that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Labor Code Section 1725.5 at the time the contract is awarded. The prime contractor is required to post job site notices in compliance with California Code of Regulations, Title 8, Section 16451. This project is subject to compliance monitoring and enforcement by the California Department of Industrial Relations.

30. STANDARD OF PERFORMANCE. The Scope of Work shall be performed in conformity with all legal requirements and industry standards observed by a specialist of CONTRACTOR’s profession in California.

31. STARTING WORK. CONTRACTOR shall not begin work until authorized to do so in writing by CITY. No work will be authorized before the date first written above.

37. TAX NUMBERS.

CONTRACTOR’s Federal Tax ID Number 95-2700123
CONTRACTOR is a corporation? Yes No √
(Please check one.)
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above.

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CITY OF BAKERSFIELD LSL, LLP
By:________________________________ By:_________________________________

KAREN GOH RYAN DOMINO
Mayor Partner
APPROVED AS TO CONTENT:

FINANCE DEPARTMENT
By:_______________________________

TERA LOVELESS-ORTIZ
Assistant Finance Director
APPROVED AS TO FORM:

VIRGINIA GENNARO
City Attorney
By:___________________________

VIRGINIA GENNARO
City Attorney
Insurance:____________
COUNTERSIGNED:

By:_______________________________

RANDY MCKEEGAN
Finance Director
Attachments: Exhibit “A”
Exhibit “B”
Exhibit “C”
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PREPARED BY

LSL, LLP
Certified Public Accountants
License Number 2584

TECHNICAL PROPOSAL
City of Bakersfield
Professional Auditing Services
Date of Submission: March 31, 2026
Valid for 120 Days
Authorized by:

Ryan Domino, CPA, Partner
[email protected]
500 Technology Drive
Suite 350
Irvine, CA 92618
(949) 829 - 8299
i. Title Page
Master Copy
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ii. Table of Contents
II. TABLE OF CONTENTS ....................................................................................................................... 1 III. TRANSMITTAL LETTER .................................................................................................................... 2 Authorized Representative .................................................................................................................... 3 IV. DETAILED PROPOSAL ..................................................................................................................... 4

2. Independence .................................................................................................................................... 4

3. License to Practice in California ........................................................................................................ 4

4. Qualifications and Experience ........................................................................................................... 4

5. Partner, Supervisory and Staff Qualifications and Experience .......................................................... 8 GFOA Award Program ........................................................................................................................ 11 Single Audit Experience ...................................................................................................................... 11

6. Prior Engagements with the City of Bakersfield .............................................................................. 12

7. Similar engagements with Other Government Entities .................................................................... 12

8. Specific Audit Approach .................................................................................................................. 14

9. Identification of Anticipated Potential Audit Problems ..................................................................... 22

10. Report Format ............................................................................................................................... 22 V. EXECUTED COPIES OF FIRM GUARANTEES AND FIRM WARRANTIES ................................... 22 LSL HIGHLIGHTS: AWARDS & VALUES ............................................................................................ 25 TRAINING SERVICES & LSL SEMINARS ............................................................................................ 26 APPENDIX A – COI EVIDENCE OF COVERAGE ................................................................................. 27 APPENDIX B – ENGAGEMENT TEAM RESUMES .............................................................................. 29 APPENDIX C – CURRENT LIST OF MUNICIPAL CLIENTS ................................................................ 36 APPENDIX D – SAMPLE REPORTS ..................................................................................................... 38 Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 City of Bakersfield
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iii. Transmittal Letter
March 31, 2026
City of Bakersfield
Finance Department
1600 Truxton Avenue
Bakersfield, CA 93301
Dear Audit Committee,
LSL, LLP (“LSL”) is pleased to present our proposal for Professional Auditing Services, and we value the opportunity to demonstrate our professional qualifications and commitment to excellence to the City of Bakersfield (“City”).

This proposal details our understanding of the scope of work outlined in the City’s RFP and showcases our firm’s experience, knowledge, and creative problem-solving capabilities in governmental auditing. We understand that the City of Bakersfield is seeking a qualified firm to audit its financial statements for a contract period of three years, beginning with the fiscal year ended June 30, 2025, through June 30, 2027. This includes the preparation of the Annual Comprehensive Financial Report (ACFR) and related letters and reports, the Public Safety and Vital Service Compliance Audit, the Public Finance Authority Annual Financial Report, Compliance Report, Single Audit, as applicable, and the Wastewater Management Plan.

At LSL, our Government Services team isn’t just another department – it’s the backbone of our firm. With a robust team of 60+ audit and consulting professionals, we bring decades of experience and highly specialized industry knowledge dedicated to serving state and local governments across the United States. Our expertise has shaped efficient procedures and streamlined work plans that deliver results. With unequaled government experience, we are confident that LSL is the best qualified accounting firm for the City.

Our government assurance team specializes in high-quality governmental audits aligned with GAAS and current GASB pronouncements. We prioritize accuracy and thoroughness while ensuring timely report delivery. Our commitment to effective collaboration and transparency with the City safeguards the integrity of its financial reporting and compliance with all regulatory requirements.

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AUTHORIZED REPRESENTATIVE
Ryan Domino is the designated Engagement Partner who will serve as the primary point of contact for this proposal. He is authorized to make representations on behalf of our firm and can be reached directly by phone at (714) 592-1814 or by email at [email protected].

Please contact Ryan for any clarification or contract negotiations related to this proposal.

We affirm that our proposal fully aligns with all terms, conditions, and requirements outlined in the City’s RFP. Our proposal is a firm and irrevocable offer for one hundred twenty (120) calendar days following the closing date of the receipt of proposals.

We welcome the opportunity to discuss any aspect of our proposal to ensure your complete satisfaction.

Sincerely,
Ryan Domino, CPA, Partner

LSL, LLP
500 Technology Dr., Suite 350
Irvine, CA 92618
(949) 829 - 8299

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iv. Detailed Proposal

2. INDEPENDENCE
LSL meets the independence requirements set forth by the Government Auditing Standards.

Our partners have no ownership in any other business organization that currently or will potentially provide services, supplies, materials, or equipment to the City or its component units.

LSL provided ACFR consulting services to the City in 2025. We annually distribute a listing of our firm's clients to all employees to ensure that any possible independence threats are properly documented and reviewed and affirm that we will notify the City of any professional relationships entered into during this period of agreement.

3. LICENSE TO PRACTICE IN CALIFORNIA
LSL is a public accounting firm licensed by the State of California Department of Consumer Affairs as a Public Accounting Partnership. Additionally, we are members of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA). All key members assigned to this engagement are licensed or are in the process of obtaining their license as Certified Public Accountants by the State of California.

Business License
LSL affirms that we will obtain and maintain active business licensure with the City of Bakersfield upon award of contract.

Insurance
LSL confirms that we will maintain the minimum insurance requirements throughout the entire term of this engagement. We have provided evidence of coverage with the submission of our proposal in Appendix A, and the actual insurance form will be provided upon the award of contract.

4. QUALIFICATIONS AND EXPERIENCE
History & Size
LSL, LLP is a limited liability partnership and is not a wholly owned subsidiary of a parent company.

LSL was established in 1929 and has grown as a leader in the government sector. Our full-service accounting firm is headquartered in Irvine, California, with a dynamic team of 15 partners, 4 principals, and 180+ employees. We provide auditing, accounting, and consulting services to over 100 municipal clients, including counties, cities, water and electric utility districts, and special-purpose government agencies. Our government sector services encompass a broad range of specialties, including attestation, compliance, consulting, outsourced accounting and reporting, year-end close assistance, interim staffing, strategic planning, and tax services.

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Location

OUR OFFICES
Irvine, CA
500 Technology Drive, Suite 350
Irvine, CA 92618
Phone: (949) 829-8299
Sacramento, CA
500 Capitol Mall, Suite 2350
Sacramento, CA 95814
Phone: (916) 503-9691
Phoenix Metropolitan Area, AZ
950 W. Elliot Rd., Suite 110
Tempe, AZ 85284
Phone: (480) 424-7855
The Woodlands, TX
21 Waterway Avenue, Suite 30089
The Woodlands, TX 77380
Phone: (936) 828-4587
Our Irvine office will serve as the location from which work on this engagement will be performed, however, we regularly share staff and resources across our offices to leverage the virtual footprint of our government team that spans across the United States. This collaborative approach ensures that you receive the highest level of industry-specialized service while maintaining a streamlined, reliable audit and comprehensive coverage.

LSL’s Government Team Resources
Our governmental staff consists of three (3) Partners, one (1) Director, four (4) Senior Managers, eight (8) Managers, nine (9) Supervisors, and twenty (20) Professional Staff.

There will be 4 key staff assigned to the City’s engagement. LSL will not be subcontracting any portion of the City’s audit. All staff assigned to the audit portion of the engagement will be employed by LSL on a full-time basis and have extensive experience providing auditing services for cities, counties, and special-purpose government agencies. However, LSL does collaborate with a third-party for the preparation of the SCO (State Controller's Office) reports to ensure that the reports are prepared and filed correctly and timely by experts in those reports.

Our educational programs are designed to provide our team members with the knowledge and skills necessary to deliver high-quality services to our clients. We offer a variety of training opportunities, including those provided by CalCPA, AICPA, Government Audit Quality Center, and Government Finance Officers Association (GFOA).

Desk Review / Disciplinary Action
There have been no disciplinary actions against our organization since its inception. There has been no litigation against our firm in the past three (3) years. Our Single Audit reports are desk reviewed either by the federal cognizant agency or the State Controller’s Office acting as the Oversight Agency. LSL has never had a report rejected by any of these agencies and is highly regarded and recognized by the staff of the State Controller’s Office for top-quality reports.

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Peer Review
Our firm has participated in the AICPA Peer Review Program since its inception. All our peer reviews have covered specific governmental engagements and have received pass ratings. Our most recent peer review conducted by Spafford and Landry CPAs is provided below.

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5. PARTNER, SUPERVISORY AND STAFF QUALIFICATIONS AND EXPERIENCE Principal Engagement Team Organizational Chart
Ryan Domino, CPA
Engagement Partner
Ryan Domino has a strong technical focus and specializes in governmental accounting and auditing. He currently serves as a technical reviewer for the Government Finance Officers Association (GFOA) and regularly presents at our firm’s annual GASB Update and at CSMFO’s chapter meetings where he presents and trains on the latest GASB pronouncements. Ryan is an expert on Single Audit planning and execution and holds advanced certification from the AICPA. Ryan provides our clients with a competitive advantage as a member of GFOA’s Special Review Committee for the Award for Excellence in Financial Reporting and able to provide valuable insights and recommendations to help organizations achieve excellence in financial reporting.

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Brandon Young, CPA
Concurring Partner
Brandon is an expert in governmental accounting and auditing and trains our government team on the proper implementation of new GASB pronouncements, ensuring that our clients receive the highest level of service and expertise. Brandon is appointed to a 3-year term to serve the prestigious AICPA State and Local Government Expert Panel, further demonstrating his expertise in the field. Brandon also serves on the CalCPA Governmental Accounting and Auditing Committee, specific to the State of California, and he is responsible for numerous white papers and technical clarifications, including those for GASB 68, 75, and 87. His contributions to this committee have helped to shape the accounting and auditing practices of government organizations in California.

Engagement Team Resumes
Team resumes are available in Appendix B, which details the position of each team member in the firm, their educational background, and their years and types of experience. The resumes also provide information on relevant continuing education completed by the team members during the past three years. Proposed team members will be available for ninety (90) days from the proposal due date. LSL will promptly notify the City of any changes in key personnel prior to award.

City of Bakersfield Affirmative Action
Staffing assignments for this engagement will be made in accordance with all applicable federal and State non-discrimination laws and regulations. LSL personnel are selected based on professional qualifications, relevant governmental audit experience, and the specific needs of the engagement. Our firm maintains employment and staffing practices that prohibit discrimination on the race, color, national origin, sex, age, or disability, or any other protected classification.

Staff Continuity
To ensure the quality of our staffing, we have established firm policies that prioritize the continuity of engagement teams, except in cases where an employee has left the firm or has been promoted. In the event of any changes in staffing at the Manager position and above, LSL will first seek written permission from the City.

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Quality of Staff Assurance
LSL is committed to providing the City with a stable and experienced team that is dedicated to delivering a high-quality audit and exceptional service. We understand the importance of maintaining a strong and reliable team throughout the engagement, and we will work closely with the City to ensure that any staffing changes are handled with minimal disruption to the continuity of the engagement.

Continuing Education
At LSL, we strongly emphasize professional development and continuing education to ensure that our team members are up to date on the latest developments in governmental accounting and auditing. As a firm policy, all LSL government staff are required to complete a minimum of 40 hours of continuing education every year, with at least 24 hours in governmental accounting and auditing in a two-year period.

Additional Resources
The LSL team is comprised of top talent within the industry with comprehensive experience beyond governmental audit, accounting, and advisory services. When you partner with LSL, you gain access to the experience, knowledge, and resources of our entire team, including our consulting and technology teams. We are committed to helping finance departments thrive by providing the guidance, tools, and services that foster lifelong success for your finance team.

We encourage our clients to tap into our full professional team of industry and product experts for your full-service consulting and staffing.

Financial & Compliance
Audits
Consulting, Staffing &
Training
ERP &
Other Technologies
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Kelly Telford, CPA
Consulting Partner
Kelly is a respected leader in public finance and is known for being a change agent and thought leader in organizational strategy. She has developed her expertise in public and local government accounting and auditing, financial forecasting, budget development, public utilities, investment management, grant management, human resources, and information technology. She has taught classes for GFOA and CSMFO and has presented at annual conferences for GFOA, CSMFO and GFOAA. She has previously served as Finance Director for the cities of Costa Mesa and Seal Beach as well as the Los Angeles Community Development Agency. Kelly has a proven track record of helping agencies identify operating inefficiencies assisted in departmental reorganizations, identify internal control challenges, completing yearend close procedures, and serving as an outsourced Finance Director.

Her practical recommendations are instrumental in helping our team and our clients achieve a high-quality and efficient audit while providing valuable feedback for organizational improvements.

GFOA AWARD PROGRAM
LSL understands the significance of obtaining and maintaining the Certificate of Excellence in Financial Reporting from the GFOA. We have prepared financial statements and footnote disclosures for many of our local government clients who have received this award. Our governmental partners, managers, and seniors are closely involved in the preparation of these reports. Clients currently receiving the GFOA award are noted in Appendix C.

SINGLE AUDIT EXPERIENCE
Our firm has extensive experience in performing Single Audits for local government agencies under the requirements of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, Audit Requirements of Federal Awards (Uniform Guidance), and the United States Office of Management and Budget (OMB). Appendix C also includes a list of government audit clients for which a Single Audit has been performed in the last fiscal year. Additionally, the table on the following page highlights recent examples of federal programs audited by LSL.

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6. PRIOR ENGAGEMENTS WITH THE CITY OF BAKERSFIELD
City of Bakersfield
Contact Randy McKeegan, Finance Director
Telephone 661-323-3030
Email Address [email protected]
Dates of Service 2025
Engagement Partner Gail Gray (no longer employed by LSL) Type of Service ACFR Consulting
Total Hours 42 Hours
LSL Office Location Texas Office

7. SIMILAR ENGAGEMENTS WITH OTHER GOVERNMENT ENTITIES
A current list of municipal clients can be found in Appendix C, which includes LSL’s most significant engagements conducted within the last three (3) years that are similar to the engagement described in this request for proposal, including local agencies with 50,000 or more population and $100 million or more in general governmental revenues.

The following references highlight our experience in providing professional auditing services to other governmental organizations with similar size and scope as the City of Bakersfield. We invite you to contact them to gain insight into our working relationships and quality of service.

Federal Granting Agency AL # Name of Program
U.S. Department of Agriculture 10.557 Special Supplemental Nutrition Program for Women, Infant, and Children U.S. Department of Housing & Urban Development 14.195 Section 8 Housing Assistance Payment Program U.S. Department of Housing & Urban Development 14.218 Community Development Block Grants/Entitlement Grants U.S. Department of Housing & Urban Development 14.228 Community Development Block Grants/State's program and Non-Entitlement Grants in Hawaii
U.S. Department of Housing & Urban Development 14.239 HOME Investment Partnerships Program U.S. Department of Housing & Urban Development 14.856 Lower Income Housing Assistance Program Section 8 Moderate Rehabilitation U.S. Department of Housing & Urban Development 14.871 Section 8 Housing Choice Vouchers U.S. Department of Transportation 20.106 Airport Improvement Program U.S. Department of Transportation 20.205 Highway Planning and Construction U.S. Department of Transportation 20.507 Federal Transit Formula Grants U.S. Department of Treasury 21.019 Coronavirus Relief Fund (CRF) U.S. Department of Treasury 21.027 Coronavirus State and Local Fiscal Recovery Funds (SLFRF) U.S. Environmental Protection Agency 66.458 Capitalization Grants for Clean Water State Revolving Funds U.S. Department of Health and Human Services 93.563 Child Support Enforcement U.S. Department of Health and Human Services 93.667 Social Services Block Grant U.S. Department of Health and Human Services 93.676 Unaccompanied Alien Children Program U.S. Department of Health and Human Services 93.778 Medical Assistant Program - Medicaid Cluster U.S. Department of Homeland Security 97.036 Disaster Grants- Public Assistance (Presidentially Declared Disasters) U.S. Department of Homeland Security 97.067 Homeland Security Grant Program Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 City of Bakersfield
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City of San Juan Capistrano
Contact Ken Al-Imam, Chief Financial Officer / City Treasurer Telephone (949) 443-6301
Email Address [email protected]
Dates of Service 2021 – present
Total Hours 400
Scope of Services Audit of the City’s ACFR which receives the GFOA award; Single Audit; Gann Appropriation Limit AUP; Coastal Animal Services Authority (CASA) Audit
City of Carlsbad
Contact Zach Korach, Finance Director
Telephone 760-602-2430
E-mail Address [email protected]
Dates of Service 2022 – present
Total Hours 500
Scope of Work Audit of the City’s ACFR, which receives the GFOA Award; Single Audit; Housing REAC Report; State Controller’s Report: City, Street Report City of Oceanside
Contact Jill Moya, CPA, Financial Services Director
Telephone 760-435-3855
Email Address [email protected]
Dates of Service 2012 - present
Total Hours 500
Scope of Work Audit of the City’s ACFR, which receives the GFOA Award; Single Audit; Gann Limit AUP; RDA State Controller’s Report; Building Authority; CDC Audit; Public Financing Authority; Ocean Eleven AUP; REAC Submission AUP; Small Craft Harbor District Audit; Ocean Eleven Casino AUP; OPFA Audit

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City of Burbank
Contact Craig Wood, Deputy Finance Director
Telephone (818) 238-5500
Email Address [email protected]
Date of Service 2012 - Present
Scope of Work 750
Total Hours Audit of the City’s ACFR; Housing Co Audit; Citywide Cash Handling Audit; EMS Membership Program; Burbank Airport; Tennis Center; AUP:

Ambulance, BUSD, TPT; Burbank TOT; Feature Parking TPT Audit; Starlight Bowl AUP; Utility User’s Tax; Golf Course Audit; Franchise Fees; Oracle; Burbank Housing Corp.

City of Santa Monica
Contact Steve Gomez, MBA, CPA
Telephone (310) 458-8272
Email Address [email protected]
Dates of Service 2016 - Present
Total Hours 800
Scope of Work Audit of City’s ACFR receiving the GFOA award; Single Audit; compliance audit of the City’s Housing Successor; compliance audit of the City’s Air Quality Management District revenues and expenditures; audit of the “Big Blue Bus” Enterprise Fund, National Transit Database (NTD) AUP; REAC submission, and application of AUP of City’s GANN Limit calculation

8. SPECIFIC AUDIT APPROACH
Government Auditing Standards
LSL understands its responsibilities to perform audits and issue opinions on the City’s financial statements as well as its fair presentation. Our financial audits are performed in accordance with the Generally Accepted Government Auditing Standards (GAGAS) issued by the Comptroller General of the United States, and our Single Audits are performed in accordance with the requirements of the Uniform Guidance. We will also evaluate the City's internal control system and provide recommendations for growth and improvement.

Project Management Methodology
The LSL team holds itself to a high standard for timely delivery and effective communication of key milestones. We understand the importance of being responsive and communicative with our clients, and we are committed to being available on a day-to-day basis to address any questions or concerns that may arise throughout the engagement. Areas of concern and potential findings will be communicated to the City as soon as they are discovered to mitigate any surprises throughout the audit.

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At the beginning of the engagement, we will hold a planning meeting with you to determine the timeline, expectations, and desired outcome of the agreement on the issuance of financial statements. Throughout the process, we will have periodic meetings with you to provide updates and discuss progress. Upon award of contract and per the City’s requested timeline, LSL will work closely with the City to develop an audit plan and timeline to ensure compliance and timely deliverables.

As part of the Scope of Work and time requirements, we assume that the City will provide all necessary information needed to complete the financial statement audit and single audit, as applicable. We will proactively identify and communicate any pending information from the City that could hinder our ability to complete the objectives of the engagement in a timely manner.

Quality Management System
LSL’s Quality Management System fully complies with the AICPA's Statement of Quality Management Standards No. 1 and showcases our unwavering commitment to excellence in audit and assurance services. Designed to meet and exceed industry standards, our framework integrates robust risk management, ethical compliance, and continuous improvement across every engagement. With clear policies for governance, client relationships, resource allocation, and performance monitoring, our system empowers every team member to deliver reliable, high-quality results. By fostering a culture of transparency, accountability, and innovation, LSL ensures clients receive exceptional service and peace of mind, backed by proven processes and a dedication to quality at every level.

Project Schedule
LSL assumes under the time requirements that the City will have closed its books and will present the LSL team with general ledger balances that are auditable prior to the start of fieldwork. A sample timeline is provided on the following page displaying the key stages of the audit and the deliverables.

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REPORT DELIVERY SCHEDULE & DELIVERABLES
 City Financial Statement Audit, ACFR,
and Management Letter
 Public Safety and Vital Service Compliance
Audit
 Public Finance Authority – Annual Financial
Report
 Compliance Report
 Single Audit
 Wastewater Management Plan
Entrance Conference will be held before interim begins
Segment 1
Interim Testing will begin soon after contract execution, to be completed by August 1st
Detailed audit plan:

FY25 - upon contract execution
FY 26 – early August
Segment 2
Year-End Testing:

FY 25 – completed by July 31st
FY 26 – completed in early November
(Exit Conference will be held on the last day of fieldwork) Segment 3
Draft Reports:

FY 25 – delivered no later than September 30th
FY 26 – delivered in November
Final Report and Approval:

FY 25 – November 15th
FY 26 – early January 2026
LSL will be available as requested to present the
results of the financial audit.

Proposed Work Plan
At LSL, we use a governmental audit program that will be tailored to the City’s operations to accommodate its specific circumstances and organizational structure. LSL’s audit programs are organized by financial statement category, which we believe is the most effective and efficient approach to substantially reduce the risk of omitting important procedures. Our approach is designed to increase audit efficiency by linking financial statement assertions, audit objectives, and procedures that are basic to most governmental audit engagements.

Proposed Segmentation
Our audit services will be divided into the three succeeding segments:
 Segment 1 – Planning and Obtaining an Understanding
 Segment 2 – Financial Audit Testing
 Segment 3 – Conclusion
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Segment 1 – Planning and Obtaining an Understanding
LSL will provide an annual audit communication letter, engagement letter, and Government Audit Quality Center Information letter. The audit communication letter is to be provided to the City Council and/or Board of Directors and can be communicated orally to those charged with governance, if requested, where we will discuss planning stages, responsibilities of the City Council and/or Board of Directors, Auditors, and Management, and provide an opportunity to communicate with us as the auditors.

An entrance conference will be scheduled prior to the agreed-upon week of interim testing to ensure that the transition to new auditors is as seamless as possible. Discussions in this meeting include, but are not limited to, an understanding of reports and key milestones for deliverables, prior audit reportable conditions and issues, and “Prepared by Client” (PBC) schedules.

A trial balance is requested for our planning meeting to assist the LSL team in obtaining knowledge of economic conditions, industry elements, and new standards that may affect the City. We will compile a list of PBC items based on our review of the prior year's financial statements and the gathered information that will be provided to the City one month prior to testing or earlier if requested. We operate on a paperless software system and provide a secured cloud-based portal for all clients. The City will have a separate folder that can be customized to organize, and upload requested schedules, support documents, etc.

After interim testing, we will hold an exit meeting to discuss potential weaknesses, if any, and provide feedback for improvements or valuable information gathered from any outside clientele that would benefit the City.

Segment 2 – Financial Audit Testing
Based on the information gathered thus far, we will utilize a customized audit program based on the risk assessment developed during our assessment of the City’s internal controls and Government Auditing Standards. The primary benefit of a tailored program is a focused set of procedures to address relevant areas. We believe that this approach is both effective and efficient and is critical to compliance with other material laws and regulations.

We will annually compile another customized PBC list for the year-end testing provided at least one month prior or earlier if requested. We will request trial balances from the City for our analytical review to be provided one week before testing is scheduled to commence. Year-end testing will include testing of the balance sheet, revenue and expenditures accounts, confirmation of selected balances, analytical procedures, evaluation of the internal controls, and preparation of reports and letters.

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Segment 3 – Conclusion
Based on our year-end exit meeting we will discuss a plan to finalize the financial statements according to the timetable of the City. We will schedule dates for the initial and final drafts including time for LSL’s and the City’s review and approval of the financial statements. This period will also account for review by the engagement partner and quality assurance partner.

After the review and receipt of the signed Representation Letter from the City, LSL will provide a final report by the agreed upon date each year.

Level of Staff Assigned and Number of Hours to be Assigned *Hours proposed are for one (1) major program.

Segment/Task Partners Manager Supervisor Staff Clerical Total City of Bakersfield - ACFR & Management Letter
Interim test work 0 0 30 60 5 95
Year-End test work 0 0 90 190 5 285
Report/Review/Supervision 20 70 0 0 0 90
Subtotal 20 70 120 250 10 470
Public Safety and Vital Service Compliance Audit
Test work 0 0 13 25 0 38
Report/Review/Supervision 3 8 0 0 1 12
Subtotal 3 8 13 25 1 50
Public Finance Authority - Annual Financial Report
Test work 0 0 10 20 0 30
Report/Review/Supervision 2 6 0 0 2 10
Subtotal 2 6 10 20 2 40
Compliance Report
Test work 00 3306
Report/Review/Supervision 1 2 0 0 1 4
Subtotal 1 2 3 3 1 10
Single Audit*
Test work 0 0 10 20 0 30
Report/Review/Supervision 2 6 0 0 2 10
Subtotal 2 6 10 20 2 40
Wastewater Management Plan
Test work 0 0 4 7 0 11
Report/Review/Supervision 1 2 0 0 1 4
Subtotal 1 2 4 7 1 15
TOTAL PROPOSED HOURS: 29 94 160 325 17 625

TOTAL PROPOSED HOURS
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Audit Sampling
For tests of controls, we use audit sampling. Tests of controls are procedures directed towards determining the effectiveness of the design or operation of an internal structure policy or procedures. Audit sampling is typically used for tests of controls and compliance that involve the inspection of documents and reports indicating the performance of the applicable policy or procedures and compliance with the applicable laws and regulations. Sample sizes vary based on the population and risk-based calculations.

Type And Extent of Analytical Procedures
For the audits of the financial statements, we will use analytical procedures as an overall review of the financial information in the preliminary and final stages of the audits. These procedures are designed to assist us in planning our audits and in assessing the propriety of the conclusions reached and evaluating the overall financial statement presentation.

The procedures to be utilized consist of determining expectations for changes to significant revenue, expenditure, and balance sheet accounts, reading the financial statements and related notes, reviewing the budget and related material, and focusing on overall relationships within the financial statements.

Once determined, these are reviewed to evaluate if the changes appear reasonable or require further analysis. For all significant differences, explanations are obtained as to why the situation occurred and additional substantive procedures may be applied, and related evidence is gathered to resolve concerns and questions.

Electronic Data Processing Software & AI Technology
LSL is always at the forefront of technology and finding ways to increase efficiency in our audits.

Our goal is to effectively streamline the audit process to make the burden of an audit easier on our clients and ease any technical disagreements.

Caseware
At LSL, we partner with and utilize Caseware to perform our audits and retain electronic workpapers and supporting documentation in a fully cloud-based platform. During our preparation of the ACFR, all financial statements and schedules are linked to Caseware and audit documentation, ensuring accuracy and consistency with City records and eliminating the risk of manual errors.

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LSL Caseware Cloud Portal
Our web-based portal system provides clients with the ability to securely share information in a user-friendly platform. Integrated with Caseware OnPoint Collaborate, this state-of-the-art tool enhances collaboration in accounting and auditing. It enables direct communication with clients throughout the audit process for feedback exchange and tracks activities such as audit requests, client uploads, and progress. Access to the secure hub can be restricted to relevant individuals.

This tool eliminates the necessity of sending sensitive documents via email, enhancing efficiency. Client dashboards are customizable to meet specific needs.

Data Extraction & Audit Analytics
We believe software is only as effective as those who know how to use it. That's why we train all our staff and incorporate the use of Caseware Analytics AI and IDEA into our audit approach. These two complement each other to create a risk-based transaction analysis tool.

We utilize them to scan transaction sets, identify exceptions warranting further investigation, and provide additional assurances to our clients. These tools offer users a high-level summary and reduce time spent in transaction analysis by automatically performing multiple tests on the entire transaction set. They assist in identifying duplicate payments, high-risk journal entries, and developing expectations for analytical procedures used during the audit.

Experience With ERP Systems
Many of our clients have updated their system software with new Enterprise Resource Planning (ERP) systems over the years. We make ourselves available for questions and recommendations, including assistance with the vendor selection process. Our clients' transition to more sophisticated ERP systems has allowed us to gain a better understanding of each system and its unique capabilities. We often obtain read-only access to our clients’ software and can work directly within the system. This allows us to provide useful observations and recommendations regarding internal controls and facilitates efficient audit test work. Some of the ERP and Property Tax Systems we have extensive experience with include Tyler Technologies (Munis, New World, Eden, Incode), One Solution, Oracle, SAP, Infor, Megabyte, and more.

Determining Laws and Regulations Subject to Audit Test Work The Laws and Regulations that will be subject to audit test work are determined by the applicable laws, regulations, contracts, and grant agreements which we identify through the understanding we obtain of the City and our extensive experience with other governmental entities.

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Drawing Audit Samples for Compliance
The sampling procedures test the operating effectiveness of an internal control structure policy or procedure by determining how the policy or procedure was applied, the consistency with which it was applied during the audit period, and by whom it was applied. We will draw samples for disbursements, receipts, and payroll when applicable. Each document selected will be tested for various attributes that are designed to verify compliance with different aspects of internal controls and applicable laws and regulations. Additionally, each sample item will be tested for coding to the proper accounts and posting to the general ledger.

LSL’s Approach to Understanding the City’s Internal Control Structure LSL will perform procedures as required by SAS 122-125 to obtain an understanding of the City and its environment along with assessing the risks of material misstatements in order to gain insight into the internal control structure over the financial statements. Our review will encompass various areas such as financial reporting, cash, revenues and receivables, utility billing, expenses, accounts payable, payroll, capital assets, long-term debt, and grant reporting.

We will issue a management letter (SAS 115 Letter) that identifies any significant deficiencies and/or material weaknesses found as required by the Government Auditing Standards.

Our process is to obtain and review the City’s annual budget book, organizational charts, standard operations procedures, manuals, policies, or other written documentation to identify processes and controls for critical transaction cycles. As much as is possible, we attempt to gather the data from the City’s publicly available documents prior to beginning the audit to reduce the workload of the City’s audit staff. Additionally, during Segment 1 of the audit, LSL will conduct interviews with the management of finance and responsible parties of each audit section to understand the processes and controls through observation and discussions. We will also perform sampling transactions as part of a “walk-through” process to verify that the system of control is functioning as per the policies and procedures.

Working Paper Retention and Access
All working papers and reports will be retained at LSL’s expense for a minimum of five (5) years unless otherwise notified in writing by the City of the need to extend that retention period. Upon written request, we will make working papers available to parties designated by the City.

Furthermore, we will respond to the reasonable inquiries of successor auditors and allow successor auditors to review working papers relating to matters of continuing accounting significance.

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9. IDENTIFICATION OF ANTICIPATED POTENTIAL AUDIT PROBLEMS Outside of the complexities that arise with the implementation of GASB pronouncements, LSL does not anticipate any audit problems or conflicts in the performance of the services requested in this RFP. Our approach is to partner with our clients to provide information, training, and the resources necessary to successfully implement any new changes in accounting principles.

As mentioned previously, LSL assumes that the City will provide all necessary information to complete the financial statement and single audits. The LSL team assigned to this engagement will help identify and communicate any pending information needed from the City that may hinder the engagement's objectives and timely completion. Additionally, LSL assumes that the City will have closed its books and present auditable general ledger balances.

10. REPORT FORMAT
Sample formats for required reports are included in Appendix D. v. Executed Copies of Firm Guarantees and Firm Warranties Provided on the following pages

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LSL Highlights: Awards & Values
LSL is a multi-location firm with formidable resources that provides a personal feel and handson client experience.

Ranked #17 on the Orange
County Business Journal’s
CPA Firm Book of Lists
Established
in 1929
15 Partners
4 Principals
180 Employees
(and growing!)
Accounting Today Regional Leader
LSL has again been recognized as an Accounting Today Regional Leader in 2026. The list ranks the top CPA firms that have shown exceptional growth, embraced technology, and who ‘think outside the box’ when providing solutions.

INSIDE Public Accounting Award
LSL is honored to be recognized among the Top 300 accounting firms in the nation by INSIDE Public Accounting! Each year, IPA ranks CPA firms based on net revenue, and LSL proudly advanced from #220 in 2024 to #201 in 2025.

Our fantastic team and the trust of our valued clients are the driving force behind this upward momentum and continued growth.

Best of Accounting Award
LSL has consistently secured the ClearlyRated Best of Accounting award since 2019. This exclusive program awards accounting firms who demonstrate highlevel service of excellence within the accounting industry and solely leverages statistically validated survey responses from our clients.

Our Core Values
Our values weren’t decided on by management and handed down. Every member of the LSL team worked together to share what values matter most to us. From there, we came up with the following five core values that embody how we approach each other, our work, and our clients.

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Training Services & LSL Seminars
LSL offers a comprehensive suite of training options including written materials, in-person, online and webinars covering both current topics and foundational concepts. These programs are tailored towards finance department teams to ensure that both clients and staff are informed and prepared in governmental accounting and auditing with continued support throughout. We regularly lead instructional sessions and learning opportunities in financial reporting, internal control risk assessments, and the latest GASB updates delivering the most current information and ideas that impact your industry. These opportunities are made available through our firm to the City for professional development or continuing professional education credits. Some of the topics include:

Uniform Guidance
(UG) Updates GASB Updates Addressing Staffing
Challenges
ERP
Implementation
Panel
LSL Back to Basics
Series
Back to Basics topics include:
 GASB 101: Compensated Absences
 Capital Assets
 Bank Reconciliations
 Pension & OPEB
 Accounts Receivable
 A/P, Accrued Liabilities, and Long-Term Debt
 Leases & SBITAS
For upcoming webinars, please visit https://lslcpas.com/webinars/.

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Appendix A – COI Evidence of Coverage
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Appendix B – Engagement Team Resumes
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 Ryan Domino, CPA, Partner

ENGAGEMENT PARTNER

ACHIEVEMENTS
Ryan currently serves as a technical reviewer for the Government Finance Officers Association (GFOA), and has been a presenter for CSMFO’s annual conference and various chapter meetings. He has been involved with teaching current audit and accounting-related material at LSL’s in-house training seminars, and annual GASB Update.

CONTINUING EDUCATION
As a firm policy, all LSL government staff are required to complete a minimum of 40 hours of continuing education every year, with at least 24 hours in governmental accounting and auditing in a two-year period. Ryan meets the requirements for Government Auditing Standards in governmental CPE.

EXPERIENCE
Ryan has over 11 years of experience in governmental auditing including financial statement audits, preparation of Annual Comprehensive Financial Reports, Housing Successor compliance audits, TDA compliance audits, Single Audits, Federal Student Financial Aid audits, and various consulting and agreed-upon procedures projects.

Ryan is one of the firm’s leaders in ensuring audit quality control and Government Practice training for staff. He is a regular presenter at the firm’s annual GASB Update where he has presented training to our clients on the latest GASB pronouncements and has been a presenter for CSMFO’s chapter meetings and the annual CSFMO Conference.

Some of his presentations have covered:
 General auditing in accordance with GAGAS
 Accounting for capital assets
 GASB Statement Nos. 89, 90, 91, 94, 100, 101, and 102  Fraud risks and internal controls

MEMBERSHIPS
AICPA, CalCPA, CSMFO, GFOA, GFOAT

EDUCATION
Bachelor of Arts Degree in Business Administration, with an emphasis in Accounting – California State University, Fullerton

LICENSES &

CERTIFICATIONS
Certified Public Accountant
California
Texas
AICPA Advanced
Single Audit Certificate

AUDIT ENGAGEMENTS
City of Agoura Hills, CA
City of Big Bear Lake, CA
City of Brea, CA
City of Burbank, CA
City of Carlsbad, CA
City of Cathedral City, CA
City of Chino Hills, CA
City of Dana Point, CA
City of Kress, TX
City of La Quinta, CA
City of Lompoc, CA
City of Monrovia, CA
City of Moorpark, CA
City of Oceanside, CA
City of Orange, CA
City of Palm Desert, CA
City of Rialto, CA
City of Rosemead, CA
City of San Clemente, CA
City of San Juan Capistrano, CA
City of Santa Monica, CA
Monterey Peninsula Airport District
Orange County Water District
Orchard Dale Water District
Rainbow Municipal Water District
San Bernardino Muni. Water Dept.

Three Valleys Muni. Water District
United Water Conservation District
Yorba Linda Water District
City of Bakersfield
Professional Auditing Services
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Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 Program Sponsor Completed
Back to Basics | Uniform Guidance Update Encore Presentatio LSL, LLP 09/10/2025 2025 Government Workshop Series LSL CPAs 09/09/2025
2025 Government Workshop Series LSL CPAs 09/02/2025
2025 GAGAS Training Day 2 LSL, LLP 08/28/2025
2025 Government Workshop Series LSL CPAs 08/26/2025
2025 GAGAS Training Day 1 LSL, LLP 08/27/2025
2025 Government Workshop Series LSL CPAs 08/05/2025
Developing as a Rainmake Convergence Coaching 06/23/2025 Back to Basics | GASB 101: Compensated absences LSL, LLP 06/05/2025 The New Psychology of Fraud 2024-2025 Calcpa 05/14/2025 New Quality Management Standards: Bringing It All Together - Exploring All ComponeAicpa 04/24/2025 New Quality Management Standards: What's New for Firms' Monitoring and RemediaAicpa 04/17/2025 Single Audit Training - 01/24/2025 LSL CPAs 01/24/2025
Back to Basics - Capital Assets Crash Course LSL CPAs 09/10/2024 Back to Basics | Put the Pieces Together: A Guide to Bank Reconciliation LSL CPAs 08/27/2024 A CPA’s Guidebook to Ethical Behavior: A CPE Ethics Course for Texas CPA Becker Professional Education 08/23/2024 Government Year-End Training 8/8/24 (Webinar LSL CPAs 08/09/2024 LSL Government Audit, Accounting & Technology (GAAT) Updat LSL CPAs 05/01/2024 2024 Govt. Interim Training - Audit Roadma LSL CPAs 04/05/2024 2024 Govt. Interim Training: Internal Control Documentation in Or LSL CPAs 04/04/2024 Audit Nightmares: Expenses Lumiq 02/13/2024
LSL CPAs Strategic Planning Boomer Consulting 01/18/2024 Designing a Training Program: Setting Goals, Objectives, and Medium 01/03/2024 Key Recipient Roles and Responsibilities in Single Audit Aicpa 12/15/2023 Audit & Assurance Discussion Webinar Primegloba 10/19/2023 2023 DHCS GAGAS Training Day 2 LSL CPAs 08/31/2023
2023 DHCS GAGAS Training Day 1 LSL CPAs 08/30/2023
2023 Uniform Guidance Update Becker Professional Education 08/21/2023 Understanding and Applying SAS 142: Audit Evidence Becker Professional Education 07/31/2023 Risk Assessment Under SAS No. 145 Aicpa 07/20/2023
Selecting and Managing a Project Portfolio with Microsoft Proje 07/18/2023 2023 Govt. Lunch & Learn! Writing Good Findings LSL CPAs 07/14/2023 Becoming a Thought Leade 07/13/2023
2023 Govt. Year-End Training - Time Management (Level 1 LSL CPAs 06/30/2023 2023 Govt. Year-End Training - Financial Statements (Level 2 LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Payroll (Level 1 LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Revenue & Receivables (Level 2 LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Revenue & Receivables (Level 1 LSL CPAs 06/28/2023 2023 Govt. Year-End Training - GASB 100 LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Year-End Expectation LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Inventory and YE Expectation LSL CPAs 06/26/2023 2023 Govt. Year-End Training - Basics of Governmen LSL CPAs 06/26/2023 2023 Govt. Lunch & Learn! Long-term Deb LSL CPAs 06/16/2023 Critical Thinking – The Key to Success in Any Job Becker Professional Education 06/14/2023 2023 OMB Compliance Supplement and Single Audit Updat Aicpa 06/13/2023 GASB Other Postemployment Benefits (OPEB Becker Professional Education 06/12/2023 Building Professional Relationships 06/06/2023
Balancing Multiple Roles as a Leade 06/05/2023
2023 Govt. Lunch & Learn! Cash and Investments LSL CPAs 06/02/2023 2023 Fraud Update Becker Professional Education 05/09/2023 Start-up and Small Business Financial Statements: Issues and Fraud 202 Calcpa 05/09/2023 2023 GASB Update: The Age of Enlightenment (for finance departments!)_LIV LSL CPAs 05/04/2023 2023 Annual Required GAQC Webcast Aicpa 05/02/2023
California Ethics Becker Professional Education 04/26/2023 2023 Interim Training - Assignments and Expectation LSL CPAs 03/10/2023 2023 Interim Training - Live Case Study LSL CPAs 03/10/2023 2023 Interim Training - Changes Since Re-Engineering LSL CPAs 03/09/2023 2023 Interim Training - Introduction to Government Audit LSL CPAs 03/09/2023 2023 Interim Training - Audit Documentation LSL CPAs 03/09/2023 2023 Interim Training - Basics of Internal Contro LSL CPAs 03/09/2023 Accounting Firm’s System of Quality Control, Part Becker Professional Education 01/16/2023 Ryan Domino CPE Records 2023 - Current
City of Bakersfield
Professional Auditing Services
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Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 1 Brandon Young, CPA, Partner/ COO

CONCURRING PARTNER

ACHIEVEMENTS
Brandon is an expert in Governmental Accounting and Auditing, with over 13 years of experience serving a wide range of clients. He is appointed to serve on the prestigious AICPA State and Local Government Expert Panel, with a three-year the term that began in May of 2023, and also has served on the CalCPA Governmental Accounting and Auditing Committee since 2018.

CONTINUING EDUCATION
As a firm policy, all LSL government staff are required to complete a minimum of 40 hours of continuing education every year, with at least 24 hours in governmental accounting and auditing in a two-year period. Brandon meets the requirements for Government Auditing Standards in governmental CPE.

EXPERIENCE
Brandon has performed all phases of governmental audits with numerous presentations to City Councils, Board of Supervisors, Board of Directors, and Audit Committees over the past thirteen years. He routinely presents at CSMFO, local chapter meetings and CalSACA on current accounting and auditing material. He also regularly teaches current audit and accountingrelated material at LSL training seminars, webinars, and client education workshops and training events.

His work has entailed:
 The preparation of the ACFR for entities involved in CSMFO and GFOA in the U.S.
 Audit review and technical assistance throughout the year to deliver the most up-to-date information with current GASB pronouncements  Presentation of audit results to Audit Committees or others charged with governance
 Risk assessment and evaluation of internal controls with COSO and Federal Green Book
 Single Audits in accordance with new Uniform Guidance

MEMBERSHIPS
AICPA, AICPA SLG Expert Panel CalCPA, CalCPA State GAA, CSMFO, GFOA

EDUCATION
Bachelor of Arts Degree in Accounting, Magna Cum Laude – Vanguard University

LICENSE
Certified Public Accountant
California

ENGAGEMENTS
City of Chula Vista
City of Citrus Heights
City of Dixon
City of Lodi
City of Galt
City of Livingston
City of Menlo Park
City of Newark
City of Pasadena
City of Pleasanton
City of Riverside
City of Roseville
City of Santa Monica
City of Shafter
Coachella Valley Water District
County of Placer
County of Nevada
County of Sutter
County of Yolo
East Bay Municipal Utility District
GDPUD
Inland Empire Utilities Agency
Monterey Peninsula Airport District
Orange County Water District
San Joaquin Council of Gov.

Santa Clarita Valley Water Agency
Union Sanitary District
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 32
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 Program Sponsor Completed
The New Psychology of Fraud 2024-2025 Calcpa 10/30/2025 Ethics in the Real World 2025-26 Calcpa 10/30/2025
2025 Fall Western Roundtable Primeglobal 08/26/2025
2025 Boomer Circle Summit Boomer Consulting 08/20/2025
June 2025 GAAC Meeting Calcpa 06/26/2025
2025 State and Local Government Audit Planning Considerations Aicpa 05/29/2025 2025 State and Local Government Audit Planning Considerations Aicpa 05/29/2025 Quality Management Standards Becker Professional Education 04/28/2025 LSL GAAT Update 2025 Power Moves: Stay Ahead & Thrive Through Change -Uniform Guidance (UG) Update LSL, LLP 04/10/2025
LSL GAAT Update 2025 Power Moves: Stay Ahead & Thrive Through Change - IT Strategic Plan: A Blueprint for Transformation LSL, LLP 04/10/2025 LSL GAAT Update 2025 Power Moves: Stay Ahead & Thrive Through Change -ERP Panel: Implementation Lessons Learned LSL, LLP 04/10/2025 LSL GAAT Update 2025 Power Moves: Stay Ahead & Thrive Through Change LSL, LLP 04/10/2025 2025 Winter Western Subregional Roundtable Primeglobal 01/13/2025 2024 Government Year-End Training (In-Person) LSL CPAs 08/09/2024 2024 Gov't Levels Training - Level 4 (Day 1) LSL CPAs 08/07/2024 Inventory Count Training (Government) LSL CPAs 06/06/2024 Firm Operations & Administration (COOs & FAs) Discussion Webinar Primeglobal 06/05/2024 2024 Annual Required GACQC Webcast Aicpa 05/09/2024
LSL Government Audit, Accounting & Technology (GAAT) Update LSL CPAs 05/01/2024 2024 Govt. Interim Training: Expectations LSL CPAs 04/05/2024 CSMFO Annual Conference 2024 Csmfo 02/29/2024
LSL CPAs Strategic Planning Boomer Consulting 01/18/2024 2024 Winter Western Subregional Roundtable Primeglobal 01/16/2024 San Gabriel Valley Holiday Luncheon Csmfo 11/29/2023
Audit and Assurance Discussion Webinar Primeglobal 10/19/2023 Annual Professional Ethics Update 2023 Becker Professional Education 10/03/2023 Ethics - Understanding and applying the AICPA Code of Professional Conduct Becker Professional Education 10/03/2023 Fraud Stories Series: Accounting Fraud Calcpa 10/02/2023 September 2023 GAAC Meeting Calcpa 09/14/2023
Fraud Stories Series Crypto Promises Sept 2022 Calcpa 09/13/2023 2023 Summer Western Subregional Roundtable Primeglobal 08/22/2023 GASB 96: Lost In Translation.... Implementation Challenges No One is Talking About LSL CPAs 07/31/2023 2023 Govt. Lunch & Learn! Writing Good Findings LSL CPAs 07/14/2023 2023 Govt. Year-End Training - People Management (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Communication Skills/Audit Documentation (Level 1) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Expenditures & Payables (Level 1) LSL CPAs 06/28/2023 2023 Govt. Year-End Training - Payroll (Level 2) LSL CPAs 06/28/2023 2023 Govt. Year-End Training - Year-End Expectations LSL CPAs 06/27/2023 2023 Govt. Year-End Training - GASB 100 LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Audit Documentation (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Expenditures & Payables (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Basics of Government LSL CPAs 06/26/2023 2023 Govt. Year-End Training - Inventory and YE Expectations LSL CPAs 06/26/2023 California Regulatory Review Becker Professional Education 05/06/2023 2023 GASB Update: The Age of Enlightenment (for finance departments!)_LIVE LSL CPAs 05/04/2023 2023 Annual Required GAQC Webcast Aicpa 05/02/2023
Annual Conference of the State Association of County Auditors State Association Of County Auditors 04/20/2023 CCH Axcess/Document Beyond the Basics LSL CPAs 03/16/2023 2023 Interim Training - Assignments and Expectations LSL CPAs 03/10/2023 2023 Interim Training - Live Case Study LSL CPAs 03/10/2023 2023 Interim Training - Basics of Internal Control LSL CPAs 03/09/2023 2023 Interim Training - Changes Since Re-Engineering LSL CPAs 03/09/2023 2023 Interim Training - Introduction to Government Audits LSL CPAs 03/09/2023 2023 Interim Training - Audit Documentation LSL CPAs 03/09/2023 Brandon Young CPE Records 2023 - Current
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 33
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 Heather Flores, CPA, Manager

AUDIT MANAGER

ACHIEVEMENTS
Heather brings 16 years of experience across both the public and private accounting sectors. She specializes in governmental audits – helping cities, districts, and public agencies navigate their financial reporting and compliance requirements with confidence. Heather’s practical approach to handling the pressure finance teams face during year-end allows her to make the audit process efficient, clear, and as stress-free as possible.

CONTINUING EDUCATION
140 total hours over the last three years, 95 of which were in governmental accounting and auditing subjects. Heather meets the requirements of governmental CPE Government Auditing Standards.

EXPERIENCE
Heather has performed a variety of government audits, including school districts, water districts, other special districts, ACFR audits, and Single Audits.

Her work has entailed:
 Annual Comprehensive Financial Report preparation
 Assisting clients achieve the Government Finance Officers Association (GFOA) Award
 Compliance testing for Single Audits under Uniform Guidance  Preparing government-wide conversion entries
 Assisting clients with the preparation and review of GASB 34, 87, and 96 journal entries
 Review of capital assets, debt service, and federal and state award

MEMBERSHIPS
AICPA, CalCPA, CREW-OC

EDUCATION
Bachelors of Business Administration in Accounting &
Master of Science in Finance -
Texas A&M University in College Station, Texas

LICENSES
Certified Public Accountant
Texas

ENGAGEMENTS
City of Nevada City
City of West Sacramento
County of Placer
Monterey Peninsula Airport
District
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 34
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 Program Sponsor Completed
2025 Government Workshop Series LSL CPAs 11/04/2025
2025 Government Workshop Series LSL CPAs 10/28/2025
2025 Government Workshop Series LSL CPAs 10/21/2025
2025 Government Workshop Series LSL CPAs 10/14/2025
2025 Government Workshop Series LSL CPAs 09/30/2025
2025 Government Workshop Series LSL CPAs 09/23/2025
GAS-Single Audit Guide: An Overview of AMERICAN INSTITUTE OF CPAS 9/18/2025 2025 Government Workshop Series LSL CPAs 09/16/2025
Back to Basics | Uniform Guidance Update Encore Presentation LSL, LLP 09/10/2025 2025 Government Workshop Series LSL CPAs 09/09/2025
2025 Government Workshop Series LSL CPAs 09/02/2025
2025 Government Workshop Series LSL CPAs 08/26/2025
2025 Government Workshop Series LSL CPAs 08/19/2025
2025 Government Workshop Series LSL CPAs 08/12/2025
2025 Government Year-End Training LSL CPAs 07/24/2025
2025 Assurance Department Training LSL CPAs 07/23/2025
2025 Assurance Department Training LSL CPAs 07/22/2025
Governmental and Not-for-Profit Annual AMERICAN INSTITUTE OF CPAS 7/15/2025 Anti-Harassment for Bystanders: 05. Harassment Bystander Scenarios HSI 06/10/2025 California Workplace Bullying HSI 06/10/2025
Anti-Harassment: 06. Review of Anti-Harassment HSI 06/10/2025 Anti-Harassment: 01. Anti-Harassment for Everyone HSI 06/10/2025 Anti-Harassment: 02. Anti-Harassment for Managers HSI 06/10/2025 Overview: Harassment Prevention and the Respectful Workplace HSI 06/10/2025 Workplace Violence for Supervisors HSI 06/10/2025
Anti-Discrimination: Protected Classes and the Inclusive Workplace HSI 06/10/2025 California Workplace Violence Prevention Plan HSI 06/10/2025 Back to Basics | GASB 101: Compensated absences LSL, LLP 06/05/2025 2024 Internal Inspector Results CARR RIGGS & INGRAM, LLC GASB 9/25/2024 100 FInancial Statement Impact CARR RIGGS & INGRAM, LLC IT 8/22/2024 as Part of the Financial Statement CARR RIGGS & INGRAM, LLC IT 8/22/2024 as Part of the Financial Statement CARR RIGGS & INGRAM, LLC IT 8/21/2024 as Part of the Financial Statement CARR RIGGS & INGRAM, LLC IT 8/21/2024 as Part of the Financial Statement CARR RIGGS & INGRAM, LLC IT 8/20/2024 as Part of the Financial Statement CARR RIGGS & INGRAM, LLC IT 8/20/2024 as Part of the Financial Statement CARR RIGGS & INGRAM, LLC 6/27/2024 CAATs / Active Data Part 1 CARR RIGGS & INGRAM, LLC A 6/25/2024 Deep Dive into GASB Statement 103's CARR RIGGS & INGRAM, LLC 6/21/2024 2024 Compliance Supplement CARR RIGGS & INGRAM, LLC 5/23/2024 2024 CRI IT Technology Review CARR RIGGS & INGRAM, LLC 5/10/2024 Introduction to Auditing Employee Benefit CARR RIGGS & INGRAM, LLC 5/10/2024 Employee Benefit Plan Audit Topics - Part CARR RIGGS & INGRAM, LLC 5/10/2024 Employee Benefit Plan Audit Topics - Part CARR RIGGS & INGRAM, LLC 5/9/2024 2024 Not-for-Profit Overview CARR RIGGS & INGRAM, LLC 5/9/2024 Single Audit Common Deficiencies CARR RIGGS & INGRAM, LLC 5/9/2024 Single Audit Update - Part 2 CARR RIGGS & INGRAM, LLC 5/9/2024 Single Audit Update - Part 1 CARR RIGGS & INGRAM, LLC 5/8/2024 Yellow Book Overview CARR RIGGS & INGRAM, LLC 5/8/2024
Government Practice Topics CARR RIGGS & INGRAM, LLC 5/8/2024 Common Government Reporting Errors CARR RIGGS & INGRAM, LLC GASB 5/8/2024 Overview CARR RIGGS & INGRAM, LLC 5/7/2024
General Audit Topics CARR RIGGS & INGRAM, LLC 5/7/2024
Independence CARR RIGGS & INGRAM, LLC 5/7/2024
2024 ASB Overview CARR RIGGS & INGRAM, LLC 5/7/2024
2024 FASB Overview CARR RIGGS & INGRAM, LLC 5/6/2024
Auditing Revenue CARR RIGGS & INGRAM, LLC 5/6/2024
Consideration of Fraud in a Financial CARR RIGGS & INGRAM, LLC 5/6/2024 Auditor Engaged Valuation Specialist - CARR RIGGS & INGRAM, LLC 5/6/2024 Auditing Leases (ASC 842) CARR RIGGS & INGRAM, LLC 1/17/2024 HubSync Introduction for CAAS Training CARR RIGGS & INGRAM, LLC 12/14/2023 2023 Internal Inspection Results CARR RIGGS & INGRAM, LLC 12/13/2023 Internal Controls - Payroll and CARR RIGGS & INGRAM, LLC 12/12/2023 Understanding Yourself & Others CARR RIGGS & INGRAM, LLC 12/7/2023 Teamwork CARR RIGGS & INGRAM, LLC 10/25/2023
Risk Assessment Update for SAS 145 CARR RIGGS & INGRAM, LLC EBP 9/20/2023 Highlights Thus Far and Reminders CARR RIGGS & INGRAM, LLC 6/21/2023 Internal Controls - Part 2 - Module 3 CARR RIGGS & INGRAM, LLC 6/21/2023 Internal Controls - Part 2 - Module 2 CARR RIGGS & INGRAM, LLC 6/20/2023 Internal Controls Part 2 - Module 1 CARR RIGGS & INGRAM, LLC 6/20/2023 Internal Controls Part 1 - Module 3 CARR RIGGS & INGRAM, LLC 6/19/2023 Internal Controls - Part 1 - Module 1 CARR RIGGS & INGRAM, LLC 6/19/2023 Internal Controls - Part 1 - Module 2 CARR RIGGS & INGRAM, LLC 5/12/2023 Employee Benefit Plan Audit Topics - Part CARR RIGGS & INGRAM, LLC 5/12/2023 General SSARS Overview CARR RIGGS & INGRAM, LLC 5/12/2023 Not-for-Profit Overview CARR RIGGS & INGRAM, LLC 5/11/2023 Introduction to Auditing Employee Benefit CARR RIGGS & INGRAM, LLC 5/11/2023 Single Audit Update - Part 2 CARR RIGGS & INGRAM, LLC 5/11/2023 Single Audit Update - Part 1 CARR RIGGS & INGRAM, LLC 5/11/2023 Single Audit Common Deficiencies CARR RIGGS & INGRAM, LLC 5/10/2023 Yellow Book Overview CARR RIGGS & INGRAM, LLC 5/10/2023 2023 GASB Overview CARR RIGGS & INGRAM, LLC GASB 5/10/2023 87 (Leases) Lessons Learned CARR RIGGS & INGRAM, LLC 5/10/2023 Government Practice Topics CARR RIGGS & INGRAM, LLC 5/9/2023 2023 FASB Overview CARR RIGGS & INGRAM, LLC 5/9/2023
2023 ASB Overview CARR RIGGS & INGRAM, LLC 5/9/2023
Risk Assessment CARR RIGGS & INGRAM, LLC 5/9/2023
General Audit Topics CARR RIGGS & INGRAM, LLC 5/8/2023
Debt Classification, Impairment, Going CARR RIGGS & INGRAM, LLC 5/8/2023 Considerations of Fraud in a Financial CARR RIGGS & INGRAM, LLC 5/8/2023 Professional Skepticism CARR RIGGS & INGRAM, LLC 5/8/2023 Leases CARR RIGGS & INGRAM, LLC 4/19/2023
Efficient Ways to Approach Journal Entry CARR RIGGS & INGRAM, LLC 2/8/2023 Tips and Tricks for a More Efficient Busy CARR RIGGS & INGRAM, LLC 2/8/2023 Heather Flores CPE Records 2023 - Current
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 35
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 City of Bakersfield
Professional Auditing Services
36 www.lslcpas.com | 36
Appendix C – Current List of Municipal Clients
olumClient Name Client Class Contact Person Services Years Phone * Barstow M Sydnie Harris A1, A2 11 760-255-5115
Big Bear Fire Authority S Kristin Mandolini A1 9 909-866-5831 * Big Bear Lake M Joseph Toney A1, A2 27 909-866-5831
* Brea M Monica Lo A1, A2 13 714-990-7600
* Burbank M Heidi Okimoto A1, A2 15 818-238-5500
* Butte County C Graciela Gutierrez A1, A2 1 530-552-3600 Canyon Lake M Aaron Brown A1, A2 30 951-244-2955
* Carlsbad M Zach Korach A1, A2 3 760-602-2430
* Cathedral City M Kevin Biersack A1, A2 15 760-770-0378 * Chino Hills M Nicole Lugotoff A1, A2 28 909-364-2648
* Citrus Heights M Alberto Preciado A1, A2 6 916-272-4776 * Citrus Heights Water District S Annie Liu A1 4 916-735-7703 * Coachella Valley Water District S Karla Romero A1, A2 12 760-398-2651 * Culver City M Lisa Soghor A1, A2 1 310-253-6016
* Dana Point M Sheryl Mariano A1 1 949-248-3516
* Diamond Bar M Jason Jacobsen A1, A2 15 909-839-7051
* Downey M Francesca Navarro A1, A2 11 562-904-7265
Duarte M Angela Chiaromonte A1 1 626-357-7931
Durham Mosquito Abatement District S Anita Weinreich A1 1 530-518-0364 * East Bay Municipal Utility District S Melody Wang A1, A2 6 510-287-0280 * Eastern Municipal Water District S Wilma Garriz A1, A2 4 951-928-3777 El Dorado County C Alison Winter A1, A2 1 530-621-6729
* El Toro Water District S Vishav Sharma A1 1 949-599-2504 * Fullerton M Toni Smart A1, A2 4 714-738-6522
* Galt M Cindy Nguyen A1 7 209-366-7150
Grand Terrace M Christine Clayton A1, A2 11 909-824-6621 Inglewood M Sharon Koike A1, A2 10 310-412-5257
* Irwindale M Lori Svet A1 30 626-430-2200
Kress T Johnny Taylor A1 1 806-994-5051
* La Quinta M Claudia Martinez A1, A2 1 760-777-7055
* Laguna Beach M Shannon Espinoza A1 1 949-497-0319
Livingston M Happy Bains A1 4 209-394-8041
* Lodi M Chia Lor A1, A2 2 209-269-4638
* Lompoc M Christie Donnelly A1, A2 4 805-875-8283
* Malibu M Renee Neerman A1 21 310-456-2489
* Manhattan Beach M Julie Bondarchuk A1 15 310-802-5564 * Mesa Water District S Anthony Phou A1 3 949-574-1022
* Monrovia M Buffy Bullis A1, A2 24 626-932-5513
Monterey Peninsula Airport District S Mark Wilson A1, A2 6 831-648-7000 * Napa M Rajneil (Raj) Prasad A1, A2 1 707-257-9698
Nevada City M Stephen Erlandson A1 1 530-265-2496
* Nevada County C Gina Will A1 1 530-265-1580
* Newark M Krysten Lee A1, A2 6 510-578-4288
* Oceanside M Jill Moya A1, A2 16 760-435-3887
Orange M Trang Nguyen A1, A2 2 714-744-2251
Orchard Dale Water District S Ron Richard A1 6 562-941-0114 Current List of Municipal Clients
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 City of Bakersfield
Professional Auditing Services
37 www.lslcpas.com | 37
* Palm Desert M Veronica Chavez A1, A2 8 760-346-0611
* Pasadena M Armine Trashian A1, A2 12 626-744-4000
* Placer County C Debbie Chan A1, A2 1 530-889-4180
* Rainbow Municipal Water District S Rick Aragon A1 5 760-728-1178 * Rancho Cucamonga M Caroline Cruz-Contreras A1, A2 47 909-774-2434 Rolling Hills M Robert Samario A1, A2 16 310-377-1521
* Rosemead M Maria Teresita Anson A1, A2 7 626-569-2146 * Roseville M Kyle Horton A1, A2 4 916-774-5526
* Sacramento Transportation Authority S Dustin Purinton A1 2 916-323-0894 * San Bernardino Municipal Water Departm S Cynthia Mouser A1, A2 6 909-453-6010 * San Clemente M Jacob Rahn A1, A2 7 949-361-8360
* San Joaquin Council of Governments S Lynette Castle A1, A2 6 209-235-0454 San Juan Capistrano M Ken Al-Imam A1, A2 4 949-493-1171 * San Marino M Hillary Guirola-Leon A1, A2 32 626-300-0708 * Santa Monica M Steve Gomez A1, A2 9 310-458-8272
* Shasta County C Nolda Short A1 1 530-245-6657
* South Coast Air Quality Management Dis S Susanna Leung A1, A2 2 909-396-2623 Stanislaus Council of Governments S Jean Foletta A1 1 209-525-4891 Sutter County C Nathan Black A1, A2 6 530-822-7127
* Three Valleys Municipal Water District S Jose Velasquez A1 17 909-626-5568 * United Water Conservation District S Brian Zahn A1 2 805-695-3870 * Vacaville M Ken Matsumiya A1, A2 5 707-449-5180
* Vallejo M Rekha Nayar A1, A2 6 707-648-5433
* West Sacramento M Becky Robertson A1, A2 2 916-617-4584 Woodland M Kimberly McKinney A1, A2 5 530-661-5849
Yolo County C Tom Haynes A1, A2 6 530-666-8162
* Yorba Linda Water District S David Christian A1 3 714-961-7140 C - California County
S - California Special District or Other Government
T - Texas Municipality (City)
A1 - Audit Under Government Auditing Standards
A2 - Single Audit Act Engagement
* Participated in the GFOA Award Programs and has received or anticipates receiving outstanding awards Client Codes:

M - California Municipality (City)
Service Codes:

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 City of Bakersfield
Professional Auditing Services
38 www.lslcpas.com | 38
Appendix D – Sample Reports
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 LSLCPAS.COM
INDEPENDENT AUDITORS’ REPORT
To the Honorable Mayor and Members of the City Council
City of X, State Y
Report on the Audit of the Financial Statements
Opinions
We have audited the accompanying financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of X, State Y (the “City”), as of and for the year ended _________, 20X1, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents.

In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City, as of __________, 20X1, and the respective changes in financial position, and, where applicable, cash flows thereof for the year then ended in accordance with accounting principles generally accepted in the United States of America.

Basis for Opinions
We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditors’ Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the City and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.

Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter.

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 39
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 To the Honorable Mayor and Members of the City Council
City of __________, California
Auditors’ Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions.

Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.

In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we:
• Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for a reasonable period of time.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit.

Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, budgetary comparison information, and required pension and other postemployment benefits schedules, as listed on the table of contents, be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 40
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 To the Honorable Mayor and Members of the City Council
City of __________, California
Supplementary Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The accompanying combining and individual fund financial statements and schedules (“supplementary information”) are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements.

The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the supplementary information is fairly stated, in all material respects, in relation to the basic financial statements as a whole.

Other Information
Management is responsible for the other information included in the annual report. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor’s report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon.

In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report.

Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated _________, 20X1, on our consideration of the City’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City’s internal control over financial reporting and compliance.

Irvine, California
__________, 20X1

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 41
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 LSLCPAS.COM
INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON

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

ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
To the Honorable Mayor and Members of the City Council
City of X, State Y
We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of City of X, State Y (the “City”), as of and for the year ended _________, 20X1, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated ___________, 20X1.

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

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

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

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

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

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 42
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 To the Honorable Mayor and Members of the City Council
City of X, State Y
Purpose of This Report
The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose.

Irvine, California
_____________, 20X1

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 43
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 LSLCPAS.COM
[Date]
[Identify the body or individual(s) charged with governance.] [Name and Address of Governmental Unit]
We have audited the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of [Name of Governmental Unit] , (the “City”) for the year ended [Date] . Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards (and, if applicable, Government Auditing Standards and the Uniform Guidance), as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to you dated [Date] .Professional standards also require that we communicate to you the following information related to our audit.

Significant Audit Matters
Qualitative Aspects of Accounting Practices
Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by [Name of Governmental Unit] are described in Note [X] to the financial statements. No new accounting policies were adopted and the application of existing policies was not changed during [Year] . We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period.

Accounting estimates are an integral part of the financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events.

Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the City’s financial statements were:

Management’s estimates of the pension, other postemployment benefits, and self-insured claims liabilities are based on actuarial valuations. We evaluated the methods, assumptions, and data used to develop the pension, other postemployment benefits, and self-insured claims liabilities in determining that it is reasonable in relation to the financial statements taken as a whole.

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

Difficulties Encountered in Performing the Audit
We encountered no significant difficulties in dealing with management in performing and completing our audit.

Corrected and Uncorrected Misstatements
Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. We are pleased to report that no such misstatements were identified during the course of our audit.

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 44
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 To the Honorable Mayor and Members of the City Council
City of X, State Y
Disagreements with Management
For purposes of this letter, a disagreement with management is a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor’s report. We are pleased to report that no such disagreements arose during the course of our audit.

Management Representations
We have requested certain representations from management that are included in the management representation letter dated [Date of Management Representation Letter] .

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

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

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

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

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

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 45
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 To the Honorable Mayor and Members of the City Council
City of X, State Y
Future GASB Pronouncements
The following Government Accounting Standards Board (GASB) pronouncements will be effective for the following fiscal years’ audits and should be reviewed for proper implementation by management:

Fiscal Year 2025-2026
GASB Statement No. 103, Financial Reporting Model Improvements.

GASB Statement No. 104, Disclosure of Certain Capital Assets.

Future Projects
Comprehensive Project, Revenue and Expense Recognition.

Major Project, Going Concern Uncertainties and Severe Financial Stress.

Major Project, Infrastructure Assets.

Practice Issue, Classification of Nonfinancial Assets.

Practice Issue, Risks and Uncertainties Disclosures.

Practice Issue, Subsequent Events.

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

Very truly yours,

LSL, LLP

EXAMPLE
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 46
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 City of Bakersfield
Professional Auditing Services
1 www.lslcpas.com | 1
A. Name of Firm

LSL, LLP
B. Proposal Certification

AUTHORIZED REPRESENTATIVE
Ryan Domino is the designated Engagement Partner who will serve as the primary point of contact for this proposal. He is empowered and authorized to make representations on behalf of our firm, submit the bid, and can be reached directly by phone at (714) 592-1814 or by email at [email protected]. Please contact Ryan for any clarification or contract negotiations related to this proposal.

C. Total All-Inclusive Maximum Price by Report
Original Copy
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530EXHIBIT B City of Bakersfield
Professional Auditing Services
2 www.lslcpas.com | 2
Rates by Partner, Specialist, Supervisory and Staff Level Times Hours Anticipated for Each
Provided on the following pages.

HOURLY RATES
The quoted fees above include a standard 5% increase after two years.

MANNER OF PAYMENT
LSL's offers two manners of payment to our government audit clients. The first manner of payment is an upfront payment for the services to be rendered, less a 10% retention. This payment is due upon execution of the professional services agreement or the engagement letter.

We apply an additional 5% discount to the overall audit fee for up-front payments. The second method of payment is that 90% of the total fees are invoiced in equal, monthly installment payments commencing from the month the professional services agreement or engagement letter is executed and scheduled to conclude December each year. If the installment payment method is selected, if the scope of work is concluded earlier than December of each year, the remaining balance becomes due and payable upon completion of the annual scope of work.

Under both methods, the final 10% retention is due and payable upon completion of the scope of work. The peripheral reports (e.g., the Single Audit and Appropriations Limit) are invoiced upon completion of the scope of work. Invoices will not be provided on a more than monthly interval.

Position
2025-26 2026-27 2027-28
Partner $590 $590 $608
Director $465 $465 $479
Senior Manager $410 $410 $423
Manager $350 $350 $361
Supervisor $315 $315 $325
Senior Accountant $250 $250 $258
Experienced Staff $210 $210 $217
Staff Accountant $190 $190 $196
Clerical $110 $110 $114
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 38 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2024-2025 FINANCIAL STATEMENTS
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify): _________
Subtotal
Total for services
Described in Section
II E of the RFP
(Detail on subsequent
pages)
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total all-inclusive maximum price for 2025 audit = $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price. 590
350
315
190
110
Clerical
29 94
160
325
17 590
350
315
190
110
$17,110
$32,900
$50,400
$61,750
$1,870
$164,030
included
included
$106,630 (35% discount)
Any additional services
requested by the City will be
discussed in advance and, if
approved, performed at LSL 's
proposed hourly rates
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 3
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 39 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2024-2025 FINANCIAL STATEMENTS:

COMBINING SCHEDULE - ALL SERVICES

DESCRIBED IN RFP SECTION II E
Nature of Service To Be Provided Schedule Total Price

EACH SERVICE DESCRIBED IN RFP SECTION II E SHOULD BE SUPPORTED BY AN INDIVIDUAL SCHEDULE IN THE FORMAT PROVIDED ON PAGE 3 OF THIS APPENDIX.

Any additional services
requested by the City will be
discussed in advance and, if
approved, performed at LSL 's
proposed hourly rates
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 4
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 41 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2025-2026 FINANCIAL STATEMENTS
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify): _________
Subtotal
Total for services
Described in Section
II E of the RFP
(Detail on subsequent
pages)
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total all-inclusive maximum price for 2026 audit = $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price. 29 94
160
325
17 590
350
315
190
110
590
350
315
190
110
$17,110
$32,900
$50,400
$61,750
$1,870
$164,030
included
included
$106,630 35% discount
Any additional services
requested by the City will be
discussed in advance and, if
approved, performed at LSL 's
proposed hourly rates
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 5
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 42 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2025-2026 FINANCIAL STATEMENTS:

COMBINING SCHEDULE - ALL SERVICES

DESCRIBED IN RFP SECTION II E
Nature of Service To Be Provided Schedule Total Price

EACH SERVICE DESCRIBED IN RFP SECTION II E SHOULD BE SUPPORTED BY AN INDIVIDUAL SCHEDULE IN THE FORMAT PROVIDED ON PAGE 3 OF THIS APPENDIX.

Any additional services
requested by the City will be
discussed in advance and, if
approved, performed at LSL 's
proposed hourly rates
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 6
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 44 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2026-2027 FINANCIAL STATEMENTS
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify): _________
Subtotal
Total for services
Described in Section
II E of the RFP
(Detail on subsequent
pages)
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total all-inclusive maximum price for 2027 audit = $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price.

Any additional services
requested by the City will be
discussed in advance and, if
approved, performed at LSL 's
proposed hourly rates
29 94
160
325
17 608
361
325
196
114
608
361
325
196
114
$17,632
$33,934
$52,000
$63,700
$1,938
$169,204
included
included
109,820 (35% discount)
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 7
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 45 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2026-2027 FINANCIAL STATEMENTS:

COMBINING SCHEDULE - ALL SERVICES

DESCRIBED IN RFP SECTION II E
Nature of Service To Be Provided Schedule Total Price

EACH SERVICE DESCRIBED IN RFP SECTION II E SHOULD BE SUPPORTED BY AN INDIVIDUAL SCHEDULE IN THE FORMAT PROVIDED ON PAGE 3 OF THIS APPENDIX.

Any additional services
requested by the City will be
discussed in advance and, if
approved, performed at LSL 's
proposed hourly rates
City of Bakersfield
Professional Auditing Services
www.lslcpas.com | 8
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530

REQUEST FOR PROPOSALS
FOR

PROFESSIONAL AUDITING SERVICES
March 2, 2026
1600 Truxtun Avenue
Bakersfield, CA 93301
EXHIBIT C Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 City of Bakersfield

REQUEST FOR PROPOSALS

TABLE OF CONTENTS
I. INTRODUCTION
A. General Information
B. Term of Engagement
II. NATURE OF SERVICES REQUIRED
A. General
B. Scope of Work to be Performed
C. Auditing Standards to be Followed
D. Reports to be Issued
E. Special Considerations
F. Working Paper Retention and Access to Working
Papers
III. DESCRIPTION OF THE GOVERNMENT
A. Name and Telephone Number of Contact
Persons/Organizational Chart/Location of Offices
B. Background Information
C. Fund Structure
D. Budgetary Basis of Accounting
E. Pension Plans
F. Component Units
G. Joint Ventures
H. Magnitude of Finance Operations
I. Computer Systems
J. Availability of Prior Reports and Working Papers

IV. TIME REQUIREMENTS
A. Proposal Calendar
B. Notification and Agreement Dates
C. Date Audit May Commence
D. Schedule for the 2022-2023 Fiscal Year Audit

1. Interim Work
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530

2. Detail Audit Plan and Programs

3. Fieldwork

4. Draft Reports
E. Entrance Conferences, Progress Reporting and Exit
Conferences
F. Date Final Report is Due
V. ASSISTANCE TO BE PROVIDED TO THE AUDITOR AND REPORT

PREPARATION
A. Finance Department and Clerical Assistance
B. Information Technology Service (IT) Assistance
C. Statements and Schedules to be Prepared by the Staff of the City of Bakersfield
D. Work Area, Telephone, Photocopying and FAX
Machines
E. Report Preparation
VI. PROPOSAL REQUIREMENTS
A. General Requirements

1. Inquiries

2. Submission of Proposals
B. Technical Proposal

1. General Requirements

2. Independence

3. License to Practice in California

4. Firm Qualifications and Experience

5. Partner, Supervisory and Staff Qualifications and
Experience

6. Prior Engagements with the City of Bakersfield

7. Similar Engagements with Other Government
Entities

8. Specific Audit Approach

9. Identification of Anticipated Potential Audit
Problems

10. Report Format

C. Sealed Dollar Cost Bid
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530

1. Total All-Inclusive Maximum Price

2. Rates by Partner, Specialist, Supervisory and Staff
Level Times Hours Anticipated for Each

3. Out-of-pocket Expenses in the Total All-inclusive
Maximum Price and Reimbursement Rates

4. Rates for Additional Professional Services

5. Manner of Payment

VII. EVALUATION PROCEDURES
A. Audit Committee
B. Review of Proposals
C. Evaluation Criteria

1. Mandatory Elements

2. Technical Qualifications

3. Price
D. Final Selection
E. Right to Reject Proposals

APPENDICES
A. Management Letter for June 30, 2023 audit
B. Organizational Chart
C. List of Key Personnel, Office Locations and Telephone Numbers D. Proposing Firm Guarantees
E. Proposing Firm Warranties
F. Format for Schedule of Professional Fees and Expenses to Support the
Total All-Inclusive Maximum Price
G. Copy of City Policy Regarding Selection of Auditors
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 5 Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 6 City of Bakersfield

REQUEST FOR PROPOSALS
I. INTRODUCTION
A. General Information
The City of Bakersfield is requesting proposals from qualified firms of certified public accountants to audit its financial statements for the fiscal year ending June 30, 2025, 2026 and 2027. These audits are to be performed in accordance with generally accepted auditing standards, the standards set forth for financial audits in the General Accountability Office's (GAO) Government Auditing Standards (2024) issued by the Comptroller General of the United States, the provisions of the federal Single Audit Act of 1984 (as amended in 1996) and the associated requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance).

There is no expressed or implied obligation for the City of Bakersfield to reimburse responding firms for any expenses incurred in preparing proposals in response to this request.

To be considered, five (5) copies of a proposal must be addressed to Tera Loveless-Ortiz and RECEIVED at the Finance Department at 1600 Truxtun Avenue, Bakersfield, CA 93301 by 5:00 p.m. on March 31, 2026. The City of Bakersfield reserves the right to reject any or all proposals submitted.

Proposals submitted will be evaluated by City staff with recommendation for the City Council. During the evaluation process, the Audit Committee and the City of Bakersfield reserve the right, where it may serve the City of Bakersfield's best interest, to request additional information or clarifications from proposing firms, or to allow corrections of errors or omissions.

The City of Bakersfield reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether that proposal is selected. Submission of a proposal indicates acceptance by the firm of the conditions contained in this request for proposals, unless clearly and specifically noted in the proposal Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 7 submitted and confirmed in the contract between the City of Bakersfield and the firm selected.

It is anticipated the selection of a firm will be completed by April 10, 2026. Following the notification of the selected firm it is expected a contract will be in final form with insurance certificates on file by April 29, 2026 with City Council approval of the contract scheduled for May 13, 2026.

B. Term of Engagement
A three (3) year commitment is contemplated, subject to the annual review and recommendation of City staff, the satisfactory negotiation of terms (including a price acceptable to both the City of Bakersfield and the selected firm), the concurrence of the City Council and the annual availability of an appropriation. If any of the above criteria cannot be satisfied, the City retains the right to give a thirty (30) day cancellation notice.

II. NATURE OF SERVICES REQUIRED
A. General
The City of Bakersfield is soliciting the services of qualified firms of certified public accountants to audit its financial statements for the fiscal year ending June 30, 2025, 2026 and 2027. These audits are to be performed in accordance with the provisions contained in this request for proposals.

B. Scope of Work to be Performed
The City of Bakersfield desires the auditor to express an opinion on the fair presentation of its government-wide and fund financial statements in conformity with generally accepted accounting principles. Also refer to appendix ‘G’ for Council policy on audit reporting.

Full Scope:

The City of Bakersfield desires the auditor to express an opinion on the fair presentation of its basic financial statements, but also the fair presentation of the financial statements of individual funds and component units, in conformity with generally accepted
accounting principals and government auditing standards. If applicable, the auditor is to provide an “in-relation-to” report on Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 8 any supporting schedules based on the auditing procedures applied during the audit of the basic financial statements and the individual fund financial statements, component units and other schedules. The auditor is not required to audit the statistical section of the report.

C. Auditing Standards To Be Followed
To meet the requirements of this request for proposals, the audit shall be performed in accordance with generally accepting auditing standards as set forth by the American Institute of Certified Public Accountants, the standards for financial audits set forth in the Government Auditing Standards (2024) issued by the Comptroller General of the United States, the provisions of the federal Single Audit Act of 1984) and the associated requirements of the Uniform Guidance.

D. Reports to be Issued
Upon completion of the audit for each fiscal year the auditor shall issue the following reports:

1. An audit opinion on the fair presentation of the City’s Annual Comprehensive Financial Report (ACFR) in conformity with generally accepted accounting principles. This opinion should be compliant with all provisions of GASB pronouncements.

2. Conduct an Agreed-Upon Procedures compliance audit to account for tax revenue and expenditures made in relation to the Measure N, Public Safety and Vital Services (PSVS) tax and to ensure consistency with spending priorities as required by Section

3.38.090 of Ordinance 4958.

3. All reports required for compliance with the provisions of the federal Single Audit Act of 1984 and the associated requirements of the Uniform Guidance.

4. A report of Agreed-Upon Procedures relative to the City’s calculation of its Appropriation Limit in accordance with the Article XIIIB Appropriations Limit Uniform Guidelines and as mandated by the California Constitution.

5. A report of Agreed-Upon Procedures relative to the City’s Subregional Wastewater Management Plan.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 9 6. An audit report for the Bakersfield Public Finance Authority.

Please note, for past several fiscal years this report has not been required due to lack of activity. However, the activation of the PFA is anticipated within the next five years.

In the required report[s] on compliance and internal controls, the auditor shall communicate any reportable conditions found during the audit. A reportable condition shall be defined as a significant deficiency in the design or operation of the internal control structure, which could adversely affect the organization's ability to record, process, summarize and report financial data consistent with the assertions of management in the financial statements.

Reportable conditions that are also material weaknesses shall be identified as such in the report. Non-reportable conditions discovered by the auditors shall be reported in a separate letter to management, which shall be referred to in the report[s] on compliance and internal controls.

The report on compliance and internal controls shall include all material instances of noncompliance. All non-material instances of noncompliance shall be reported in a separate management letter, which shall be referred to in the report on compliance and internal controls.

Irregularities and illegal acts. Auditors shall be required to make an immediate, written report of all irregularities and illegal acts or indications of illegal acts of which they become aware of to the following parties:

Christian Clegg, City Manager
Virginia Gennaro, City Attorney
Randy McKeegan, Finance Director
Reporting to the Finance, Economic Development & Jobs
Committee. Auditors shall assure themselves that the City of Bakersfield is informed of each of the following:

1. The auditor's responsibility under generally accepted auditing standards

2. Significant accounting policies

3. Management judgments and accounting estimates

4. Significant audit adjustments
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 10 5. Other information in documents containing audited financial statements

6. Disagreements with management

7. Management consultation with other accountants

8. Major issues discussed with management prior to retention

9. Difficulties encountered in performing the audit
E. Special Considerations

1. The City of Bakersfield will send its annual comprehensive financial report to the Government Finance Officers
Association of the United States and Canada for review in their Certificate of Achievement for Excellence in Financial Reporting program. It is anticipated that the auditor will be required to provide special assistance to the City of
Bakersfield to meet the requirements of that program.

2. The City of Bakersfield has determined that the State Department of Transportation will function as the cognizant agency in accordance with the provisions of the Single Audit Act of 1984 and the associated requirements of the Uniform Guidance.

3. The City of Bakersfield currently anticipates it will prepare one or more official statements in connection with the sale of debt securities which will contain the basic financial
statements and the auditor's report thereon. The auditor shall be required, if requested by the fiscal advisor and/or the underwriter, to issue a "consent and citation of expertise" as the auditor and any necessary "comfort letters."

4. The City may also require special consulting services such as federal tax advice regarding the payroll of the City. Any charge for such services should be negotiated separately. 5 The Schedule of Expenditures of Federal Awards (Single Audit) and related auditor's report, as well as the reports on compliance and internal controls are not to be included in the annual comprehensive financial report, but are to be issued separately.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 11 6 A Management Letter listing of findings and other weaknesses from the City of Bakersfield's most recent financial statement audit, as well as a list of findings from internal audits conducted during the most recent fiscal period to be
audited, are attached to this document (Appendix A). There were no reportable findings during the 2022-23 fiscal year audit. Fiscal year 2023-24 is still being completed.

7. The City is currently configuring a new Enterprise Resource Planning (ERP) software. Currently the City has gone live with the accounting and budget modules. Accompanying this
software change will be another system to replace the
current utility billing (to VertexOne) so that we can achieve a modern, best in breed software package. This is anticipated to go live July 1, 2026, Human Capital Management (HCM), Time and Labor, and Payroll are anticipated to going live January of 2027. By updating to a modern system, the City anticipates that many of our documented current workflows and systems will change.

F. Working Paper Retention and Access to Working Papers All working papers and reports must be retained, at the auditor's expense, for a minimum of five (5) years, unless the firm is notified in writing by the City of Bakersfield of the need to extend the retention period. The auditor will be required to make working papers available, only upon written request by the City’s Finance Director.

In addition, the firm shall respond to the reasonable inquiries of successor auditors and allow successor auditors to review working papers relating to matters of continuing accounting significance.

III. DESCRIPTION OF THE GOVERNMENT
A. Name and Telephone Number of Contacts
The auditor's principal contact with the City of Bakersfield will be Tera Loveless-Ortiz, Assistant Finance Director, or a designated representative, who will coordinate the assistance to be provided by the City of Bakersfield to the auditor. An organizational chart (Appendix B) and a list of key personnel with their contact information (Appendix C) are attached.

B. Background Information
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 12 The City of Bakersfield serves an area of 152 square miles with a population of approximately 417,000. The City of Bakersfield's fiscal year begins on July 1 and ends on June 30.

The City of Bakersfield provides the following services to its citizens:

1. Fire and Police Protection

2. Streets and Infrastructure Maintenance

3. Planning and Community Development

4. Parks and Recreation Services

5. Water Utility

6. Municipal Airpark – General Aviation

7. Refuse Collection

8. Wastewater Treatment
The City of Bakersfield has a total personnel cost of approximately $ $360 million covering a compliment of 2,043 employees.

The City of Bakersfield operates under a Council-Manager form of government and is organized into twelve (12) departments and agencies. The accounting and financial reporting functions of the City of Bakersfield are centralized.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 13 C. Fund Structure
The City of Bakersfield currently uses the following fund types and account groups in its financial reporting:

Fund Type Number of Funds
Number of Funds
with Legally
Adopted
Annual Budgets
General fund 1 1
Special Revenue 8 8
Debt Service 1 1
Capital Project 4 4
Permanent 0 0
Enterprise 6 6
Internal Service 2 2
Pension Trust 2 0
Investment Trust 0 0
Private Purpose Trust 2 0
Custodial 1 1

D. Budgetary Basis of Accounting
The City of Bakersfield prepares its budgets on a basis consistent with generally accepted accounting principles.

E. Pension Plans
The City of Bakersfield participates in the following pension plans:

State of California - Public Employee Retirement System (PERS) - (multiple employer defined benefit pension plan)

Actuarial services for these plans are provided by State of California (PERS).

F. Component Units
The City of Bakersfield is defined, for financial reporting purposes, in conformity with the Governmental Accounting Standards Board's Codification of Governmental Accounting and Financial Reporting Standards, Section 2100. Using these criteria, component units are included in the City of Bakersfield's financial statements.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 14 The successful audit firm will be expected to provide an opinion on each Component Unit Financial Statement, as well as Compliance Reports.

The component units are to be audited as part of the audit of the City of Bakersfield's financial statements. Costs of audit services should be segmented to allow for inclusion or removal during the two year period.

G. Joint Ventures
The City of Bakersfield does participate in joint ventures with other governments.

NAME OF NAME OF OTHER TYPE OF

JOINT VENTURE PARTICIPATING GOVERNMENT(S) SERVICES PROVIDED Authority for City of: Self Insurance for
California Cities Anaheim liability and Joint
Excess Liability Burbank Purchase for
(ACCEL) Modesto Workers Insurance
Monterey
Mountain View
Ontario
Palo Alto
Salinas
Santa Barbara
Santa Cruz
Santa Monica
Visalia
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 15 H. Magnitude of Finance Operations
The finance department is headed by Randy McKeegan, Finance Director and consists of thirty (35) employees. The principal functions performed and the number of employees assigned to each are as follows:

Function Number of Employees
Administration 2
Accounting 16
Budget 2
ERP 3
Treasury 9
Purchasing 3
I. Computer Systems
The City of Bakersfield is currently working with a hybrid system, operating partially in a prior financial accounting system and partially in a new one. In April of 2024, the City moved away from an IBM AS400 bases system called Naviline to Oracle Cloud for ERP and Budgeting. HCM, Time and Labor, and Payroll are still currently in Naviline and are expected to transition to Oracle January 2027.

VertexOne will replace our Utility Billing module while Clarity will replace our Community Development module which is currently in Naviline.

J. Availability of Prior Audit Reports and Working Papers Interested proposing firms who wish to review prior years' audit reports and management letters should contact Tera Loveless-Ortiz at (661) 326-3475. The City of Bakersfield will use its best efforts to make prior audit reports and supporting working papers available to proposing firms to aid their response to this request for proposals.

IV. TIME REQUIREMENTS
A. Proposal Calendar
The following is a list of key dates up to and including the date proposals are due to be submitted:

Request for proposal issued March 1, 2026
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 16 Due date for proposals March, 31, 2026
B. Notification and Agreement Dates
Recommendation/Interviews with April 10, 2026
Finance Department Staff (if needed) and selection
Deadline for signed contract and April 29, 2026
Insurance certificates
Agreement date – Council Approval May 13, 2026
C. Date Audit May Commence
Interim work may begin as soon as the contract is fully executed by the City.

The City will have all records ready for audit and all management personnel available to meet Upon execution of the agreement.

D. Schedule for the 2024-25 Fiscal Year Audit (A separate time schedule will be developed for audits of fiscal year 2026 & 2027) The firm selected will have the option to combine efforts for fiscal year 2025 and 2026. Schedules, meetings, and fieldwork may happen simultaneously as long as deadlines are adhered to for both fiscal years.

Each of the following should be completed by the auditor no later than the dates indicated.

1. Interim Work
The auditor shall complete interim work by September 1, 2026. (immediately upon execution of agreement for fiscal year 2025)

2. Detailed Audit Plan
The auditor shall provide City of Bakersfield both a detailed audit plan and a list of all schedules to be prepared by the City of Bakersfield upon execution of the agreement for fiscal year 2025. (Early August 2026 & 2027)

3. Fieldwork
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 17 The auditor shall complete all fieldwork by July 31st for fiscal year 2025. (Early November, 2026 & 2027)

4. Draft Reports
The auditor shall have drafts of the audit report[s] and recommendations to management available for review by
the Finance Director by August 31st for fiscal year 2025. (MidDecember 2026 & 2027) E. Entrance Conferences, Progress Reporting and Exit Conferences At a minimum, the following conferences should be held by the dates indicated on the schedule:

Entrance conference with Finance Director and Asst. Finance Director by May 29, 2026. (Mid -August 2026 & 2027)
- The purpose of this meeting
will be to discuss prior
audit problems and the
interim work to be performed.

This meeting will also be used
to establish overall liaison
for the audit and to make
arrangements for work space and
other needs of the auditor
Progress conference with Finance Director
and Assistant Finance Director by June 26, 2026 (Early September 2026 & 2027)
- The purpose of this meeting
will be to summarize the results of
the preliminary review and to
identify the key internal controls
or other matters to be tested
Entrance conference with Finance
Director to commence year-end
audit work by July 31, 2026 (Mid-October 2026 & 2027)
Exit conference with Finance Director
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 18 and department heads of key
offices or programs by August 31, 2026 (Mid-November, 2026 & 2027)
- The purpose of this meeting
will be to summarize the
results of the field work
and to review significant
findings
In addition, the auditor shall provide written reports on the progress of the audit on the following dates: September 11, 2026 (MidNovember 2026 & 2027) F. Date Final Report is Due (Annual Comprehensive Financial Report Only)
The City Finance Department shall prepare draft financial statements, related notes and all required supplementary schedules (and statistical data) by September 30, 2026 (Early November 2026 & 2027). During the period of September 30 to October 15, 2026, (Early November 2026 & 2027 to MidDecember 2026/2027) the auditor should be available for any meetings that may be necessary to discuss the audit reports.

The auditor shall provide all recommendations, revisions and suggestions for improvement to the Finance Director by
October 15, 2026 (Mid-December 2026 & 2027). Once all
issues for discussion are resolved, the auditor will be given a final draft of the report. The final report will be delivered to the printer by the City on or about November 15, 2026 (Early January 2027 & 2028). The printed ACFR will be submitted to the City Council for their review and acceptance at the next available Council meeting date.

The Single Audit report and any other remaining reports are to be completed by December 15, 2026 (End of January 2027 & 2028).

V. ASSISTANCE TO BE PROVIDED TO THE AUDITOR AND REPORT PREPARATION A. Finance Department and Clerical Assistance
The finance department staff and management personnel
responsible will be available during the audit to assist the firm by providing information, documentation and explanations. The preparation of confirmations will be the responsibility of the City of Bakersfield. City staff will prepare trial balances and other Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 19 supporting schedules that are to remain the property of the City but will be available to auditors.

B. Technology Services (TS) Assistance
The Technology Services staff, equipment and generalized user software have not been used in the past for auditing purposes.

However, the City is willing to commit a reasonable amount of computer time to assist an audit program. This assistance may vary depending on computer time available. TS personnel will also be available to provide systems documentation and explanations.

C. Statements and Schedules to be prepared by the Staff of the City of Bakersfield
The staff of City of Bakersfield will prepare the following statements and schedules for the auditor by the dates indicated:

Statement or Schedule Date
Trial Balance:

All Funds October 16
Accounts Payable Reconciliation October 16
Property Tax Reconciliation October 16
Compensated Absences October 16
Federal Financial Assistance October 16
Interest Allocation October 16
Bank Transfers October 16
Appropriations Reconciliation October 16
Government Wide Statements November 17
Statistical Schedules November 17
Statements for fiscal year 2025 will be available by September 2026 D. Work Area, Telephones, Photocopying and FAX Machines The City of Bakersfield will provide the auditor with reasonable workspace, desks and chairs. The City Finance Department uses a “flex-time” schedule for its employees; therefore, the Finance offices may be available for 9-hour workdays, from 7:30 a.m. to 5:30 p.m. (except for Fridays, which would be 5:00 p.m.). The auditor will also be provided with access to photocopying facilities and FAX machines.

E. Report Preparation
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 20 Financial statement preparation and printing shall be the responsibility of the City of Bakersfield. The auditor will be responsible as editing and proofing the final draft ACFR.

VI. PROPOSAL REQUIREMENTS
A. General Requirements

1. Inquiries
Inquiries concerning the request for proposals and the subject of the request for proposals must be made to either:

Tera Loveless-Ortiz, Assistant Finance Director
1600 Truxtun Avenue
Bakersfield, CA 93301
(661) 326-3475
or Randy McKeegan, Finance Director
1600 Truxtun Avenue
Bakersfield, CA 93301
(661) 326-3030

CONTACT WITH PERSONNEL OF THE CITY OF BAKERSFIELD OTHER

THAN TERA LOVELESS-ORTIZ, OR RANDY MCKEEGAN, REGARDING THIS

REQUEST FOR PROPOSALS MAY BE GROUNDS FOR ELIMINATION FROM THE SELECTION PROCESS.

2. Submission of Proposals
The following material is required to be received by March 31, 2026 for a proposing firm to be considered:
a. A master copy (so marked) of a Technical
Proposal and four (4) copies to include the
following:
i. Title Page
Title page showing the request for proposals
subject; the firm's name; the name, address and
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 21 telephone number of the contact person; and
the date of the proposal.
ii. Table of Contents
iii. Transmittal Letter
A signed letter of transmittal briefly stating the
proposing firm's understanding of the work to be
done, the commitment to perform the work
within the time period, a statement why the firm
believes itself to be best qualified to perform the
engagement and a statement that the proposal
is a firm and irrevocable offer for one hundred
and twenty days (120) days.
iv. Detailed Proposal
The detailed proposal should follow the order set
forth in Section VI B of this request for proposals.
v. Executed copies of Proposing Firm
Guarantees and Proposing Firm Warranties,
attached to this request for proposal
(Appendix D and Appendix E)
b. The proposing firm shall submit one (1) original and one (1) copy of a dollar cost bid in a separate
sealed envelope marked as follows:

SEALED DOLLAR COST BID PROPOSAL FOR
City of Bakersfield
FOR

PROFESSIONAL AUDITING SERVICES
2024-25, 2025-26 & 2026-27
c. Proposing firms should send the completed
proposal, with the sealed dollar cost bid in a
separate enclosed envelope, to the following
address:

City of Bakersfield
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 22 Finance Dept. – Attn: Tera Loveless-Ortiz
1600 Truxtun Avenue
Bakersfield, CA 93301
B. Technical Proposal

1. General Requirements
The purpose of the Technical Proposal is to demonstrate the qualifications, competence and capacity of the firms seeking to undertake an independent audit of the City of Bakersfield in conformity with the requirements of this request for proposals. The Technical Proposal should demonstrate the qualifications of the firm and of the particular staff to be assigned to this engagement. It should also specify an audit approach that will meet the request for proposals
requirements.

THERE SHOULD BE NO DOLLAR UNITS OR TOTAL COSTS
INCLUDED IN THE TECHNICAL PROPOSAL DOCUMENT.

The Technical Proposal should address all the points outlined in the request for proposals (excluding any cost information which should only be included in the sealed dollar cost bid).

The Proposal should be prepared simply and economically, providing a straightforward, concise description of the proposing firm’s capabilities to satisfy the requirements of the request for proposals. While additional data may be
presented, the following subjects, items Nos. 2 through 10, must be included. They represent the criteria against which the proposal will be evaluated.

2. Independence
The firm should provide an affirmative statement that it is independent of the City of Bakersfield as defined by the U.S.

General Accounting Office's Government Auditing Standards (1994)]
The firm also should provide an affirmative statement that it is independent of all of the component units of the City of Bakersfield as defined by those same standards.

The firm should also list and describe the firm's (or proposed subcontractors') professional relationships involving the City of Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 23 Bakersfield or any of its component units or primary government for the past five (5) years, together with a statement explaining why such relationships do not constitute a conflict of interest relative to performing the proposed audit.

In addition, the firm shall give the City of Bakersfield written notice of any professional relationships entered into during the period of this agreement.

3. License to Practice in California
An affirmative statement should be included that the firm and all assigned key professional staff are properly licensed to practice in California.

4. Firm Qualifications and Experience
The proposing firm should state the size of the firm, the size of the firm's governmental audit staff, the location of the office from which the work on this engagement is to be performed and the number and nature of the professional staff to be employed in this engagement on a full-time basis and the number and nature of the staff to be so employed on a parttime basis.

If the proposing firm is a joint venture or consortium, the qualifications of each firm comprising the joint venture or consortium should be separately identified and the firm that is to serve as the principal auditor should be noted, if
applicable.

The firm is also required to submit a copy of the report on its most recent external quality control review, with a statement whether that quality control review included a review of specific government engagements.

The firm shall also provide information on the results of any federal or state desk reviews or field reviews of its audits during the past three (3) years. In addition, the firm shall provide information on the circumstances and status of any disciplinary action taken or pending against the firm during the past three (3) years with state regulatory bodies or professional organizations.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 24 5. Partner, Supervisory and Staff Qualifications and Experience Identify the principal supervisory and management staff, including engagement partners, managers, other supervisors and specialists, who would be assigned to the engagement.

Indicate whether each such person is registered or licensed to practice as a certified public accountant in California.

Provide information on the government auditing experience of each person, including information on relevant continuing professional education for the past three (3) years and membership in professional organizations relevant to the performance of this audit.

Provide as much information as possible regarding the
number, qualifications, experience and training, including relevant continuing professional education, of the specific staff to be assigned to this engagement. Indicate how the quality of staff over the term of the agreement will be assured.

The proposing firm should identify the extent to which staff to be assigned to the audit reflect the City of Bakersfield's commitment to Affirmative Action.

Engagement partners, managers, other supervisory staff and specialists may be changed if those personnel leave the firm, are promoted or are assigned to another office. These
personnel may also be changed for other reasons with the express prior written permission of the City of Bakersfield.

However, in either case, the City of Bakersfield retains the right to approve or reject replacements.

Consultants and firm specialists mentioned in response to this request for proposal can only be changed with the express prior written permission of the City of Bakersfield, which retains the right to approve or reject replacements.

Other audit personnel may be changed at the discretion of the proposing firm, provided that replacements have
substantially the same or better qualifications or experience.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 25 6. Prior Engagements with the City of Bakersfield
List separately all engagements within the last five years, ranked on the basis of total staff hours, for the City of Bakersfield by type of engagement (i.e., audit, management advisory services, other). Indicate the scope of work, date, engagement partners, total hours, the location of the firm's office from which the engagement was performed, and the name and telephone number of the principal client contact.

7. Similar Engagements with Other Government Entities
For the firm's office that will be assigned responsibility for the audit, list the most significant engagements (maximum - 5) performed in the last five years that are similar to the engagement described in this request for proposal. These engagements should be ranked on the basis of total staff hours. Indicate the scope of work, date, engagement
partners, total hours, and the name and telephone number of the principal client contact.

8. Specific Audit Approach
The proposal should set forth a work plan, including an explanation of the audit methodology to be followed, to perform the services required in Section II of this request for proposal. In developing the work plan, reference should be made to such sources of information as City of Bakersfield's budget and related materials, organizational charts, manuals and programs, and financial and other management
information systems.

Proposing firms will be required to provide the following information on their audit approach:
a. Proposed segmentation of the engagement
b. Level of staff and number of hours to be assigned
to each proposed segment of the engagement

NO DOLLARS SHOULD BE INCLUDED IN THE

TECHNICAL PROPOSAL
c. Sample size and the extent to which statistical
sampling is to be used in the engagement
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 26 d. Extent of use of EDP software in the engagement
e. Type and extent of analytical procedures to be
used in the engagement
f. Approach to be taken to gain and document an
understanding of the City of Bakersfield's internal
control structure
g. Approach to be taken in determining laws and
regulations that will be subject to audit test work
h. Approach to be taken in drawing audit samples
for purposes of tests of compliance.

9. Identification of Anticipated Potential Audit Problems The proposal should identify and describe any anticipated potential audit problems, the firm's approach to resolving these problems and any special assistance that will be
requested from the City of Bakersfield.

10. Report Format
The proposal should include sample formats for required reports.

NO DOLLARS SHOULD BE INCLUDED IN THE TECHNICAL

PROPOSAL
C. Sealed Dollar Cost Bid

1. Total All-Inclusive Maximum Price
The sealed dollar cost bid should contain all pricing
information relative to performing the audit engagement as described in this request for proposal. The total all-inclusive maximum price to be bid is to contain all direct and indirect costs including all out-of-pocket expenses.

The City of Bakersfield will not be responsible for expenses incurred in preparing and submitting the technical proposal or the sealed dollar cost bid. Such costs should not be included in the proposal.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 27 The first page of the sealed dollar cost bid should include the following information:
a. Name of Firm
b. Certification that the person signing the proposal
is entitled to represent the firm, empowered to
submit the bid, and authorized to sign an
agreement with the City of Bakersfield.
c. A Total All-Inclusive Maximum Price for the 2025,
2026 and 2027 engagement.

Financial Statements Full Scope .

City of Bakersfield -
Annual Comprehensive
Financial Report and
Management Letter $__________
Public Safety and Vital
Service Compliance audit $__________
Public Finance Authority -
Annual Financial Report $__________
Compliance Report
Single Audit $__________
Wastewater Management
Plan $__________

2. Rates by Partner, Specialist, Supervisory and Staff Level Times Hours Anticipated for Each
The second page of the sealed dollar cost bid should include a schedule of professional fees and expenses, presented in the format provided in the attachment (Appendix F) that supports the total all-inclusive maximum price. The cost of special services described in Section II E of this request for Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 28 proposal should be disclosed as separate components of the total all-inclusive maximum price.

3. Out-of-pocket Expenses Included in the Total All-inclusive Maximum Price and Reimbursement Rates
All estimated out-of-pocket expenses to be reimbursed
should be presented on the second page of the sealed dollar cost bid in the format provided in the attachment (Appendix F). All expense reimbursements will be charged against the total all-inclusive maximum price submitted by the firm.

4. Rates for Additional Professional Services
If it should become necessary for City of Bakersfield to request the auditor to render any additional services to either supplement the services requested in this RFP or to perform additional work as a result of the specific recommendations included in any report issued on this engagement, then such additional work shall be performed only if set forth in an addendum to the agreement between City of Bakersfield
and the firm. Any such additional work agreed to between City of Bakersfield and the firm shall be performed at the same rates set forth in the schedule of fees and expenses included in the sealed dollar cost bid.

5. Manner of Payment
Progress payments will be made on the basis of hours of work completed during the course of the engagement and out-ofpocket expenses incurred in accordance with the firm's dollar cost bid proposal. Interim billing shall cover a period of not less than a calendar month. Ten percent (10%) will be
withheld from each billing pending delivery of the firm's final reports.

VII. EVALUATION PROCEDURES
A. Audit Committee
Proposals submitted will be evaluated by the Finance Director, the Assistant Finance Director, and the City Treasurer.

B. Review of Proposals
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 29 A point formula will be used during the review process to score proposals. A firm with an unacceptably low technical score will be eliminated from further consideration.

After the composite technical score for each firm has been established, the sealed dollar cost bid will be opened and additional points will be added to the technical score based on the price bid. The maximum score for price will be assigned to the firm offering the lowest total all-inclusive maximum price. Appropriate fractional scores will be assigned to other proposing firms.

The City of Bakersfield reserves the right to retain all proposals submitted and use any idea in a proposal regardless of whether that proposal is selected.

C. Evaluation Criteria
Proposals will be evaluated using three sets of criteria. Firms meeting the mandatory criteria will have their proposals evaluated and scored for both technical qualifications and price. The following represent the principal selection criteria which will be considered during the evaluation process.

1. Mandatory Elements
a. The audit firm is independent and licensed to practice in California
b. The firm has no conflict of interest with regard to any other work performed by the firm for the City of
Bakersfield
c. The firm adheres to the instructions in this request for proposal on preparing and submitting the proposal
d. The firm submits a copy of its last external quality control review report and the firm has a record of
quality audit work.
e. The audit firm’s professional personnel have received adequate continuing professional education within the
preceding two years.

2. Technical Quality: (Maximum Points - 70)
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 30 a. Expertise and Experience (Maximum Points - 40)
(1) The firm's past experience and performance on
comparable government engagements (with
special emphasis on City audits).
(2) The quality of the firm's professional personnel to be assigned to the engagement and the quality
of the firm's management support personnel to
be available for technical consultation
(3) Support services available (i.e. actuarial, bond
arbitrage, refinancing, etc.)
b. Audit Approach (Maximum Points - 30)
(1) Adequacy of proposed staffing plan for various
segments of the engagement
(2) Adequacy of sampling techniques
(3) Adequacy of analytical procedures

3. Price: (Maximum Points - 30)

COST WILL NOT BE THE PRIMARY FACTOR IN THE SELECTION OF

AN AUDIT FIRM
D. Final Selection
The City Council will select a firm based upon the recommendation of City Staff and/or the Budget and Finance Committee.

It is anticipated that a firm will be selected by April 10, 2026.

Following notification of the firm selected, it is expected an agreement will be in final form with insurance certificates on file by April 29, 206, with City Council approval scheduled for the May 13, 2026 meeting date.

E. Right to Reject Proposals
Submission of a proposal indicates acceptance by the firm of the conditions contained in this request for proposal unless clearly and Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 31 specifically noted in the proposal submitted and confirmed in the contract between the City of Bakersfield and the firm selected.

The City of Bakersfield reserves the right without prejudice to reject any or all proposals.

APPENDICES
A. Findings from Recent External and Internal Audits
B. Organizational Chart
C. List of Key Officials, Office Locations and Telephone Numbers D. Proposing Firm Guarantees
E. Proposing Firm Warranties
F. Format for Schedule of Professional Fees and Expenses to Support the Total All-inclusive Maximum Price
G. Copy of City Policy Regarding Selection of Auditors
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 32 APPENDIX A

FINDINGS FROM RECENT EXTERNAL AND INTERNAL AUDITS
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 33 APPENDIX A

FINDINGS FROM RECENT EXTERNAL AND INTERNAL AUDITS
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 34 APPENDIX B

ORGANIZATIONAL CHART
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 35 APPENDIX C

LIST OF KEY PERSONNEL AND TELEPHONE NUMBER
Randy McKeegan, Finance Director 326-3030
Tera Loveless-Ortiz, Assistant Finance Director 326-3475 Robert Zajack, Accounting Supervisor 326-3031
Corey Worthy, Accounting Supervisor 326-3761
Joshua Robles, Accounting Supervisor 326-3474
Tessa Andrews, Treasurer 326-3032
Sarah Hunley, Treasury Supervisor 326-3058
Renee Williams, Property Supervisor 326-3181
Olimpia Frederick, Purchasing Officer 326-3914
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 36 APPENDIX D

PROPOSING FIRM GUARANTEES
I. The proposing firm certifies it can and will provide and make available, as a minimum, all services set forth in Section II, Nature of Services Required.

Signature of Official:

Name (typed):

Title:

Firm:

Date:

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 37 APPENDIX E

PROPOSING FIRM WARRANTIES
A. The Proposing firm warrants that it is willing and able to comply with State of California laws with respect to foreign (non-state of California) corporations.

B. The Proposing firm warrants that it is willing and able to obtain an errors and omissions insurance policy providing a prudent amount of coverage for the willful or negligent acts, or omissions of any officers, employees or agents thereof.

C. The Proposing firm warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City of Bakersfield.

D. The Proposing firm warrants that all information provided by it in connection with this proposal is true and accurate.

Signature of Official:

Name (typed):

Title:

Firm:

Date:

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 38 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2024-2025 FINANCIAL STATEMENTS
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify): _________
Subtotal
Total for services
Described in Section
II E of the RFP
(Detail on subsequent
pages)
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total all-inclusive maximum price for 2025 audit = $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 39 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2024-2025 FINANCIAL STATEMENTS:

COMBINING SCHEDULE - ALL SERVICES

DESCRIBED IN RFP SECTION II E
Nature of Service To Be Provided Schedule Total Price

EACH SERVICE DESCRIBED IN RFP SECTION II E SHOULD BE SUPPORTED BY AN INDIVIDUAL SCHEDULE IN THE FORMAT PROVIDED ON PAGE 3 OF THIS APPENDIX.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 40 Appendix F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2024-2025 FINANCIAL STATEMENTS:

SUPPORTING SCHEDULE FOR [NAME OF SERVICE]
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify _________

Subtotal
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total price for [NAME OF SERVICE] $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 41 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2025-2026 FINANCIAL STATEMENTS
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify): _________
Subtotal
Total for services
Described in Section
II E of the RFP
(Detail on subsequent
pages)
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total all-inclusive maximum price for 2026 audit = $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 42 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2025-2026 FINANCIAL STATEMENTS:

COMBINING SCHEDULE - ALL SERVICES

DESCRIBED IN RFP SECTION II E
Nature of Service To Be Provided Schedule Total Price

EACH SERVICE DESCRIBED IN RFP SECTION II E SHOULD BE SUPPORTED BY AN INDIVIDUAL SCHEDULE IN THE FORMAT PROVIDED ON PAGE 3 OF THIS APPENDIX.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 43 Appendix F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2025-2026 FINANCIAL STATEMENTS:

SUPPORTING SCHEDULE FOR [NAME OF SERVICE]
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify _________

Subtotal
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total price for [NAME OF SERVICE] $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 44 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2026-2027 FINANCIAL STATEMENTS
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify): _________
Subtotal
Total for services
Described in Section
II E of the RFP
(Detail on subsequent
pages)
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total all-inclusive maximum price for 2027 audit = $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 45 APPENDIX F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2026-2027 FINANCIAL STATEMENTS:

COMBINING SCHEDULE - ALL SERVICES

DESCRIBED IN RFP SECTION II E
Nature of Service To Be Provided Schedule Total Price

EACH SERVICE DESCRIBED IN RFP SECTION II E SHOULD BE SUPPORTED BY AN INDIVIDUAL SCHEDULE IN THE FORMAT PROVIDED ON PAGE 3 OF THIS APPENDIX.

Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 46 Appendix F

SCHEDULE OF PROFESSIONAL FEES AND EXPENSES
FOR THE AUDIT OF THE 2026-2027 FINANCIAL STATEMENTS:

SUPPORTING SCHEDULE FOR [NAME OF SERVICE]
Standard Quoted
Hourly Hourly
Hours Rates Rates Total .

Partners _________
Managers _________
Supervisory
Staff _________
Staff _________
Other (specify _________

Subtotal
Out-of-pocket expenses:

Meals and lodging
Transportation
Other (specify):

Total price for [NAME OF SERVICE] $
Note: The rate quoted should not be presented as a general percentage of the standard hourly rate or as a gross deduction from the total allinclusive maximum price Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 47 APPENDIX G

COPY OF CITY POLICY REGARDING SELECTION OF AUDITORS
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 48 APPENDIX G

COPY OF CITY POLICY REGARDING SELECTION OF AUDITORS
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 49 APPENDIX G

COPY OF CITY POLICY REGARDING SELECTION OF AUDITORS
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 50 APPENDIX G

COPY OF CITY POLICY REGARDING SELECTION OF AUDITORS
Docusign Envelope ID: 7D2503E4-5247-895D-81F6-C0485698E530 Certificate Of Completion
Envelope Id: 7D2503E4-5247-895D-81F6-C0485698E530 Status: Completed Subject: Complete with Docusign: Audit Service 2025.docx, LSL Technical Proposal - Audit Services Exb A....

Source Envelope:

Document Pages: 115 Signatures: 2 Envelope Originator:

Certificate Pages: 5 Initials: 0 City Clerk's Office
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
[email protected]
IP Address: 174.46.226.5
Record Tracking
Status: Original
4/29/2026 12:01:32 PM
Holder: City Clerk's Office
[email protected]
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Signer Events Signature Timestamp
Ryan Domino
[email protected]
Partner
Lance, Soll & Lunghard LLP
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2600:1700:70ec:9800:4d86:b416:a728:f5b4
Sent: 4/29/2026 12:04:22 PM
Viewed: 4/29/2026 12:12:45 PM
Signed: 4/29/2026 12:12:51 PM
Electronic Record and Signature Disclosure:

Accepted: 4/29/2026 12:12:45 PM
ID: 18d1df5b-dfa7-4930-bcde-7da2e052853c
Tera Loveless-Ortiz
[email protected]
Assistant Finance Director
Finance
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 69.170.54.58
Sent: 4/29/2026 12:12:54 PM
Viewed: 4/29/2026 1:41:30 PM
Signed: 4/29/2026 1:42:21 PM
Electronic Record and Signature Disclosure:

Accepted: 6/30/2022 8:58:21 AM
ID: 48c7958b-a378-4147-888b-da118511a90a
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
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Witness Events Signature Timestamp
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Envelope Sent Hashed/Encrypted 4/29/2026 12:04:22 PM
Envelope Summary Events Status Timestamps
Certified Delivered Security Checked 4/29/2026 1:41:30 PM Signing Complete Security Checked 4/29/2026 1:42:21 PM
Completed Security Checked 4/29/2026 1:42:21 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure

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All notices and disclosures will be sent to you electronically Electronic Record and Signature Disclosure created on: 6/28/2022 10:51:05 AM Parties agreed to: Ryan Domino, Tera Loveless-Ortiz
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ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 24, 2026
SUBJECT: Final Map and Improvement Agreement with Summit Capital Ventures, Inc for Tract 7042 Phase 2.

Developer is requesting to enter into an agreement so the final map for Tract 7042 Phase 2 located on the Northeast corner of Buena Vista Road and McCutchen Road can be approved and recorded (Ward 5).

RECOMMENDATION:

Staff recommends approval of the Final Map and Improvement Agreement.

BACKGROUND:

Per Bakersfield Municipal Code Chapter 16, “Subdivisions," Tentative Tract Map 7042 was conditioned by the Planning Commission to require the construction of certain improvements within and adjacent to the tentative tract map, which include, but are not limited to, streets, sewer, walls, and storm drain on or adjacent to the property being subdivided. If these improvements are not completed when the developer, Summit Capital Ventures, Inc. a California Corporation wishes to record a portion of the tentative tract map (through a final map), the developer must execute an improvement agreement through which the developer agrees to complete the construction of the improvements within one year of the date the agreement is executed. The City Engineer may extend the time to complete the improvements upon request. Certificates of Occupancy or final inspections will not be allowed for any building within the bounds of the final map until these required improvements are completed and accepted by the City of Bakersfield and a Notice of Completion for the improvements is recorded.

The Public Works Department has completed the review of the final map submitted by the Developer and is recommending that the Council approve the map. In addition, the Improvement Agreement outlining the Developer’s responsibilities for onsite infrastructure improvements, which typically accompanies approval of the final map, is also included and recommended for approval.

FISCAL IMPACT:

There will be no financial impact to the City. Proposed street improvements are being bonded for and included within the proposed improvement agreement.

COUNCIL GOAL:

Reliable infrastructure
ATTACHMENTS:

1. Tract 7042-2 – Final Map

2. Tract 7042-2 – Improvement Agreement

3. Tract 7042-2 – Vicinity Map

4. Tract 7042-2 - Covenants

PROJECT SITE

LR
CITY
COUNTY
CITY
COUNTY
R-MP
R-IA
LR
LR
R-IA
LR
LR
LR LR
LR
LR
LR LR
LR
R-IA
LR
LR
HMR
LI
R-IA
GC
LR
R-IA
R-IA
R-IA
LR
SI
SI
R-IA
LR
LR
GC
R-IA
LMR
LR
R-IA
LR LR
LR
GC GC
HMR
LR LR
R-IA
LR LR
LR
LR
GC
GC

LR R-IA

PANAMA LN
OLD
RIVER
R
D
BUEN
A
VIS
TA
R
D

MC CUTCHEN RD
BA
RLO
W
R
D
PR
O
G
RES
S
R
D
G
REEN
R
D

COULTER RD
LANDUSE FOR VESTING TENTATIVE TRACT 7042
25 30
29 36 31 32
T30S, R26E T30S, R27E
0 600 1,200
Feet
40703LU
LR
TRACT 7042 VICINITY MAP

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 27, 2026
SUBJECT: Final Map, Improvement Agreement, and Landscape Agreement with Deertrail Brooke Pointe, LLC for Tract 7136 Unit 3 and 4.

Developer is requesting to enter into agreements so the final map for Tract 7136 Unit 3 and 4 located on the Northeast corner of Old River Road and McCutchen Road can be approved and recorded (Ward 5).

RECOMMENDATION:

Staff recommends approval of the Final Map, Improvement Agreement, and Landscape Agreement.

BACKGROUND:

Per Bakersfield Municipal Code Chapter 16, “Subdivisions," Tentative Tract Map 7136 was conditioned by the Planning Commission to require the construction of certain improvements within and adjacent to the tentative tract map, which include, but are not limited to, streets, sewer, walls, and storm drain on or adjacent to the property being subdivided. If these improvements are not completed when the developer, Deertrail Brooke Pointe, LLC, a California Limited Liability Company wishes to record a portion of the tentative tract map (through a final map), the developer must execute an improvement agreement through which the developer agrees to complete the construction of the improvements within one year of the date the agreement is executed. The City Engineer may extend the time to complete the improvements upon request. Certificates of Occupancy or final inspections will not be allowed for any building within the bounds of the final map until these required improvements are completed and accepted by the City of Bakersfield and a Notice of Completion for the improvements is recorded.

The Public Works Department has completed the review of the final map submitted by the Developer and is recommending that the Council approve the map. In addition, the Improvement Agreement outlining the Developer’s responsibilities for onsite infrastructure improvements, which typically accompanies approval of the final map, is also included and recommended for approval.

The Landscape Improvement Agreement requires the Developer to complete the required landscape and irrigation improvements within the time frame and in the manner outlined in the agreement’s terms. A landscape agreement is required whenever the Developer desires to record their final map before the landscaping improvements are in.

FISCAL IMPACT:

There will be no financial impact to the City. Proposed street improvements are being bonded for and included within the proposed improvement agreement.

COUNCIL GOAL:

Reliable infrastructure.

ATTACHMENTS:

1. Tract 7136 - 3 – Final Map

2. Tract 7136 - 4 – Final Map

3. Tract 7136 - 3 and 4 – Improvement Agreement

4. Tract 7136 - 3 - Landscape Agreement

5. Tract 7136 – 3 and 4 – Vicinity Map

6. Tract 7136 – 3 – Covenants

7. Tract 7136 – 4 – Covenants

R-1
R-1
R-1
R-1
R-1/P.U.D.

R-1/P.U.D.

R-1/P.U.D.

R-1/P.U.D.

R-1/P.U.D.

R-1/P.U.D.

M-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
M-2
A
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
R-1
LAREDO
DR

PRESCOTT CREEK WAY

CARSON RIVER RD

DROVERS RUN RD
RIO
V
E
R
D
E
D
R

SNOWY RIVER DR
W
HIT
N
E
Y
C
R
E
E
K
C
T

ALMOND CREEK DR

ROSECREEK
WAY
B
R
A
N
S
O
N
C
R
E
E
K
C
T
A
R
R
O
W
H
E
A
D
T
R
AIL
C
T

SLEEPY HOLLOW LN

CACHE CREEK LN

TUCKER CREEK RD

THUNDER MOUNTAIN LN

BUCKING BRONCO CT

WILD MUSTANG DR
W
HIS
K
E
Y
C
R
E
E
K
D
R

CITRUS CREEK DR

PROGRESS RD

BERKSHIRE RD

PROGRESS RD

MC CUTCHEN RD

OLD RIVER RD

STINE CANAL

STINE CANAL

STINE CANAL
KHSD Career
and Technical
Education Center
Independence
High School
BaseEditor_MV
0 250 500
Feet
_

EXTENSION OF TIME
VTTM 7136

CITY OF BAKERSFIELD
VTTM 7136
CITY
COUNTY
Zoning
Industrial Zone Designations
M-1 Light Manufacturing
M-2 General Manufacturing
Resource Zone Designations
A Agricultural
Residential Zone Designations
R-1 One Family Dwelling
R-1/P.U.D. Combining
R-2 Limited Multiple Family
Dwelling Zone - 1 unit/2,500
sq. ft.

R-2/P.U.D. Combining

VICINITY MAP

FOR TRACT
7136

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 15, 2026
SUBJECT: Final Map, Improvement Agreement, and Landscape Agreement with Deertrail Abbey Court 1, LLC for Tract 7152, Phase 4.

Developer is requesting to enter into agreements so the final map for Tract 7152 Phase 4 located at the northeast corner of South Fairfax Road and East Wilson Road, can be approved and recorded (Ward 1).

RECOMMENDATION:

Staff recommends approval of the Final Map, Improvement Agreement, & Landscape Agreement.

BACKGROUND:

Per Bakersfield Municipal Code Chapter 16, “Subdivisions," Tentative Tract Map7152 was conditioned by the Planning Commission to require the construction of certain improvements within and adjacent to the tentative tract map, which include, but are not limited to, streets, sewer, walls, and storm drain on or adjacent to the property being subdivided. If these improvements are not completed when the developer, Deertrail Abbey Court 1, LLC, wishes to record a portion of the tentative tract map (through a final map), the developer must execute an improvement agreement through which the developer agrees to complete the construction of the improvements within one year of the date the agreement is executed. The City Engineer may extend the time to complete the improvements upon request. Certificates of Occupancy or final inspections will not be allowed for any building within the bounds of the final map until these required improvements are completed and accepted by the City of Bakersfield and a Notice of Completion for the improvements is recorded.

The Public Works Department has completed the review of the final map submitted by the Developer and is recommending that the Council approve the map. In addition, the Improvement Agreement outlining the Developer’s responsibilities for onsite infrastructure improvements, which typically accompanies approval of the final map, is also included and recommended for approval.

The Landscape Improvement Agreement requires the Developer to complete the required landscape and irrigation improvements within the time frame and in the manner outlined in the agreement’s terms. A landscape agreement is required whenever the Developer desires to record their final map before the landscaping improvements are in.

FISCAL IMPACT:

There will be no financial impact to the City. Proposed street improvements are being bonded for and included within the proposed improvement agreement.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

1. Tract 7152-4 – Final Map

2. Tract 7152-4 – Improvement Agreement

3. Tract 7152-4 – Landscape Agreement

4. Tract 7152-4 – Vicinity Map

5. Tract 7152-4 – Covenants

PROJECT
SITE

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 20, 2026
SUBJECT: Final Map, Improvement Agreement, and Landscape Agreement with RGF Land Company, Inc. for Tract 7263 Phase 4.

Developer is requesting to enter into agreements so the final map for Tract 7263 Phase 4 located at the northeast corner of Reliance Drive and Berkshire Road can be approved and recorded (Ward 7).

RECOMMENDATION:

Developer is requesting to enter into agreements so the final map for Tract 7263 Phase 4 located at the northeast corner of Reliance Drive and Berkshire Road can be approved and recorded (Ward 7).

BACKGROUND:

Per Bakersfield Municipal Code Chapter 16, “Subdivisions," Tentative Tract Map 7263 was conditioned by the Planning Commission to require the construction of certain improvements within and adjacent to the tentative tract map, which include, but are not limited to, streets, sewer, walls, and storm drain on or adjacent to the property being subdivided. If these improvements are not completed when the developer, RGF Land Company, Inc., wishes to record a portion of the tentative tract map (through a final map), the developer must execute an improvement agreement through which the developer agrees to complete the construction of the improvements within one year of the date the agreement is executed. The City Engineer may extend the time to complete the improvements upon request. Certificates of Occupancy or final inspections will not be allowed for any building within the bounds of the final map until these required improvements are completed and accepted by the City of Bakersfield and a Notice of Completion for the improvements is recorded.

The Public Works Department has completed the review of the final map submitted by the Developer and is recommending that the Council approve the map. In addition, the Improvement Agreement outlining the Developer’s responsibilities for onsite infrastructure improvements, which typically accompanies approval of the final map, is also included and recommended for approval.

The Landscape Improvement Agreement requires the Developer to complete the required landscape and irrigation improvements within the time frame and in the manner outlined in the agreement’s terms. A landscape agreement is required whenever the Developer desires to record their final map before the landscaping improvements are in.

FISCAL IMPACT:

There will be no financial impact to the City. Proposed street improvements are being bonded for and included within the proposed improvement agreement.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

1. Tract 7263-4 – Final Map

2. Tract 7263-4 – Improvement Agreement

3. Tract 7263-4 – Landscape Agreement

4. Tract 7263-4 – Vicinity Map

5. Tract 7263-4 – Covenants

12/13/2024
0 500 1,000
Feet
_

ROCK PORT
AVE
CANYON

TRAIL AVE

GLACIER BAY ST SUNSHINE GROVE DR

LA CRUZ ROCK AVE

ELIS CREEK
WAY

WIND WOLFS LN

EMERALD GREEN AVE
RIDGE

FOREST DR

TULIA LN

BRISTOL SPRING AVE
PA

CIFIC PINES
WA
Y

BANGOR PL

SUNCHASE DR

SHAVER DR

LINDEN TREE AVE

CAPITOL REEF DR

THUNDER TRAIL DR

FINLEY PARK ST

MANGO GROVE
WAY

NOLA PASS DR

WALKERS GLEN LN

PENROSE
P

OINT WA
Y

SAVANNAH

HEIGHT AVE

EMORY ISLAND
WAY

LIME GROVE DR

OLIVE WOOD DR

MUSA GROVE AVE

BANDELIER DR

MOORES CREED DR

NINE MILE PASS DR
BEA
R
TOOTH
PASS
C
T

SHANAGOLDEN ST

NAVAN PL

HALFWAY ROCK AVE

CLENAGH COURSE WAY

OYSTER CREEK WAY

MEADOW LARK WAY

CHARTLEY LN

HAWKINS COVE DR

CROOM LN

IRISH BEND DR

WOODBEND CT

DIAMOND SPRINGS DR

LANDING COVE ST

JEWEL CAVE CT

ORANGE GROVE DR

CACTUS PATCH DR

SMUGGLERS COVE ST

SHELTER COVE ST

RELIANCE DR

BERKSHIRE RD
C-2/P.C.D.

R-2/P.U.D.

R-1
R-1
R-1
R-2
R-1
R-3/P.U.D.

R-1
R-1
R-1
R-1
R-1 (4.5)
R-1
R-1
R-1
R-1
R-1
R-2
R-2
R-1
R-1
Zoning
Commercial Zone Designations
C-2/P.C.D. Combining
Residential Zone Designations
R-1 One Family Dwelling
R-1 (4.5) One Family Dwelling - 4500
s.f. minimum
R-2 Limited Multiple Family
Dwelling Zone - 1 unit/2,500 sq. ft.

R-2/P.U.D. Combining
R-3/P.U.D. Combining
Second Revised Vesting
Tentative Tract Map 7263

CITY OF BAKERSFIELD
TRACT 7263

VICINITY MAP

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 13, 2026
SUBJECT: Final Map, Improvement Agreement, and Landscape Agreement with JP Land Development, LLC Tract 7296 Phase 1.

Developer is requesting to enter into agreements so the final map for Tract 7296 Phase 1 located south side of Olive Drive, west of Rosedale Ranch Parkway can be approved and recorded (Ward 4).

RECOMMENDATION:

Staff recommends approval of the Final Map, Improvement Agreement, and Landscape Agreement.

BACKGROUND:

Per Bakersfield Municipal Code Chapter 16, “Subdivisions," Tentative Tract Map 7296 was conditioned by the Planning Commission to require the construction of certain improvements within and adjacent to the tentative tract map, which include, but are not limited to, streets, sewer, walls, and storm drain on or adjacent to the property being subdivided. If these improvements are not completed when the developer, JP Land Development, LLC, wishes to record a portion of the tentative tract map (through a final map), the developer must execute an improvement agreement through which the developer agrees to complete the construction of the improvements within one year of the date the agreement is executed. The City Engineer may extend the time to complete the improvements upon request. Certificates of Occupancy or final inspections will not be allowed for any building within the bounds of the final map until these required improvements are completed and accepted by the City of Bakersfield and a Notice of Completion for the improvements is recorded.

The Public Works Department has completed the review of the final map submitted by the Developer and is recommending that the Council approve the map. In addition, the Improvement Agreement outlining the Developer’s responsibilities for onsite infrastructure improvements, which typically accompanies approval of the final map, is also included and recommended for approval.

The Landscape Improvement Agreement requires the Developer to complete the required landscape and irrigation improvements within the time frame and in the manner outlined in the agreement’s terms. A landscape agreement is required whenever the Developer desires to record their final map before the landscaping improvements are in.

FISCAL IMPACT:

There will be no financial impact to the City. Proposed street improvements are being bonded for and included within the proposed improvement agreement.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

1. Tract 7296-1 – Final Map

2. Tract 7296-1 – Improvement Agreement

3. Tract 7296-1 – Landscape Agreement

4. Tract 7296-1 – Vicinity Map

5. Tract 7296-1 – Covenants

ROSEDALE RANCH PKWY
CITY
COUNTY
INVE
RWO
O
D
DR
PLUMAS
WOOD
LN

GRAFHAM

WOOD WAY
ASHTON

WOOD CT

DROMORE CT

DEERLODGE
CT
FOYERS

FALLS DR

SUNLIGHT

STAR ST
LEO
N
A
R
D
A
LVA
R
A
DO
RD

ARDEN FOREST
DR

SCAFELL PIKE ST

MORNING

BREEZE ST

REINA RD
R
E
NF
R
O
RD

SANTA FE WAY

OLIVE DR

ROSEDALE RANCH

RRID MAIN CANAL

SCE GAS TRANSMISSION PIPELINE
HMR LR
GC
GC
GC

LMR LMR R-IA R-IA
LMR

LMR LMR
HMR
HMR
GC
MUC
MUC
MUC
LR
LR
LR
LR
LR
LR
R-IA
LR
LR
LR
LR
LR
Document Name: 2017_01_14
0 300 600
Feet
LR
±
VTTM
7296

CITY OF BAKERSFIELD
LEGEND
(GENERAL PLAN

LAND USE)
RR Rural Residential 2.5 gross acres/dwelling unitER Estate Residential 1 dwelling unit/net acreSR Suburban Residential ≤4 dwelling units/net acre
SR/LR County: ≤ 4 dwelling units/net acre
City: ≤ 7.26 dwelling units/net acre
LR Low Density Residential
≤ 7.26 dwelling units/net acre
LMR Low Medium Density Residential > 4 but ≤ 10 dwelling units/net acre HMR High Medium Density Residential >7.26 units but
≤17.42 dwelling units/net acre
HR High Density Residential >17.42 units but
≤72.6 dwelling units/net acre
HC Highway CommercialGC General CommercialMC Major CommercialOC Office CommercialMUC Mixed Use CommercialLI Light IndustrialSI Service IndustrialHI Heavy IndustrialP Public FacilitiesPS Public/Private SchoolsPT Public Transportation CorridorsP-SW Solid Waste FacilitiesOS Open SpaceOS-P Parks and RecreationOS-S Slopes exceeding 30%R-IA Resource - Intensive Agriculture 20 acre minimum parcel size R-EA Resource - Extensive Agriculture 20 acre minimum parcel size 80 acre min (Williamson Act)R-MP Resource - Minerals & Petroleum 5 acre minimum parcel sizeUER Urban Estate Residential Western Rosedale Plan 0.5 acre net minimum parcel sizeWM West Ming Specfic Plan HMR

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 13, 2026
SUBJECT: Final Map and Improvement Agreement with JP Land Development, LLC Tract 7296 Phase 2.

Developer is requesting to enter into an agreement so the final map for Tract 7296 Phase 2, located south side of Olive Drive, west of Rosedale Ranch Parkway can be approved and recorded (Ward 4).

RECOMMENDATION:

Staff recommends approval of the Final Map and Improvement Agreement.

BACKGROUND:

Per Bakersfield Municipal Code Chapter 16, “Subdivisions," Tentative Tract Map 7296 was conditioned by the Planning Commission to require the construction of certain improvements within and adjacent to the tentative tract map, which include, but are not limited to, streets, sewer, walls, and storm drain on or adjacent to the property being subdivided. If these improvements are not completed when the developer, JP Land Development, LLC, wishes to record a portion of the tentative tract map (through a final map), the developer must execute an improvement agreement through which the developer agrees to complete the construction of the improvements within one year of the date the agreement is executed. The City Engineer may extend the time to complete the improvements upon request. Certificates of Occupancy or final inspections will not be allowed for any building within the bounds of the final map until these required improvements are completed and accepted by the City of Bakersfield and a Notice of Completion for the improvements is recorded.

The Public Works Department has completed the review of the final map submitted by the Developer and is recommending that the Council approve the map. In addition, the Improvement Agreement outlining the Developer’s responsibilities for onsite infrastructure improvements, which typically accompanies approval of the final map, is also included and recommended for approval.

FISCAL IMPACT:

There will be no financial impact to the City. Proposed street improvements are being bonded for and included within the proposed improvement agreement.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

1. Tract 7296-2 – Final Map

2. Tract 7296-2 – Improvement Agreement

3. Tract 7296-2 – Vicinity Map

4. Tract 7296-2 – Covenants

ROSEDALE RANCH PKWY
CITY
COUNTY
INVE
RWO
O
D
DR
PLUMAS
WOOD
LN

GRAFHAM

WOOD WAY
ASHTON

WOOD CT

DROMORE CT

DEERLODGE
CT
FOYERS

FALLS DR

SUNLIGHT

STAR ST
LEO
N
A
R
D
A
LVA
R
A
DO
RD

ARDEN FOREST
DR

SCAFELL PIKE ST

MORNING

BREEZE ST

REINA RD
R
E
NF
R
O
RD

SANTA FE WAY

OLIVE DR

ROSEDALE RANCH

RRID MAIN CANAL

SCE GAS TRANSMISSION PIPELINE
HMR LR
GC
GC
GC

LMR LMR R-IA R-IA
LMR

LMR LMR
HMR
HMR
GC
MUC
MUC
MUC
LR
LR
LR
LR
LR
LR
R-IA
LR
LR
LR
LR
LR
Document Name: 2017_01_14
0 300 600
Feet
LR
±
VTTM
7296

CITY OF BAKERSFIELD
LEGEND
(GENERAL PLAN

LAND USE)
RR Rural Residential 2.5 gross acres/dwelling unitER Estate Residential 1 dwelling unit/net acreSR Suburban Residential ≤4 dwelling units/net acre
SR/LR County: ≤ 4 dwelling units/net acre
City: ≤ 7.26 dwelling units/net acre
LR Low Density Residential
≤ 7.26 dwelling units/net acre
LMR Low Medium Density Residential > 4 but ≤ 10 dwelling units/net acre HMR High Medium Density Residential >7.26 units but
≤17.42 dwelling units/net acre
HR High Density Residential >17.42 units but
≤72.6 dwelling units/net acre
HC Highway CommercialGC General CommercialMC Major CommercialOC Office CommercialMUC Mixed Use CommercialLI Light IndustrialSI Service IndustrialHI Heavy IndustrialP Public FacilitiesPS Public/Private SchoolsPT Public Transportation CorridorsP-SW Solid Waste FacilitiesOS Open SpaceOS-P Parks and RecreationOS-S Slopes exceeding 30%R-IA Resource - Intensive Agriculture 20 acre minimum parcel size R-EA Resource - Extensive Agriculture 20 acre minimum parcel size 80 acre min (Williamson Act)R-MP Resource - Minerals & Petroleum 5 acre minimum parcel sizeUER Urban Estate Residential Western Rosedale Plan 0.5 acre net minimum parcel sizeWM West Ming Specfic Plan HMR

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 22, 2026
SUBJECT: Transportation Impact Fee credit agreement with Deertrail Development, LLC (not to exceed $93,211.95) for improvements constructed on Gosford Road. (Ward 5) RECOMMENDATION:

Staff recommends approving the agreement.

BACKGROUND:

The Metropolitan Bakersfield Transportation Impact Fee program assures that new development bears a proportionate share of the cost of capital expenditures necessary to provide a regional transportation system consistent with the Circulation Element of the Metropolitan Bakersfield General Plan. Funds collected from transportation impact fees are used for the purpose of capital improvements to the transportation facilities contained within the Regional Transportation Facilities (RTI F) List. The Phase III RTIF list was adopted December 17, 2008 (Resolution 218-08). Such improvements shall be of the type as are made necessary by new development, including, but not limited to widening of roadways or installation of a traffic signal. No funds generated by the program are used for periodic or routine maintenance.

When a developer is required to construct an improvement that is on the Regional Transportation Facilities List, the developer is eligible to receive a credit against the traffic impact fees for that project.

The developer must submit a credit request, project description, and a complete cost estimate consistent with the unit costs established by the facilities list.

As a requirement of development of Tract Map 6859, Deertrail Development, LLC has constructed Gosford Road to full 1/2 width from Tract 6859 Phase 1 northern tract boundary to Tract 6859 Phase 2 southern tract boundary. The City has listed these improvements on the Phase III Regional Facilities List as required facilities for the orderly development of the transportation infrastructure required by the expected development of the Metropolitan Bakersfield General Plan. The City has budgeted $93,211.95 for the construction of these improvements. Deertrail Development, LLC wishes to receive a transportation impact fee credit (not to exceed $93,211.95) for the construction of the above-listed improvement.

Deertrail Development, LLC desires to transfer the credit to D.R. Horton CA-3. The credit will be applied to Tract 6859 Phase 2, and Tract 6860 Phases 1 & 2 as listed on Exhibit C.

FISCAL IMPACT:

The credit is given to cover future transportation impact fees in exchange for work completed by the developer that is on the Regional Transportation List. There is no impact to the City’s General Fund.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

Transportation Impact Fee Credit Agreement

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent – Agreements TO: Honorable Mayor and City Council
FROM: Phillip Burns, Development Services Director
DATE: April 29, 2026
SUBJECT: Demolition of an approximate 16,127 square feet., commercial building located at 525 Union Ave.
1 Approve agreement with Bowen Engineering & Environmental (not to exceed $202,500)

2. Appropriate $170,000 from PSVS Project Savings to Development Services Department PSVS Operating Budget (Ward 2)
RECOMMENDATION:

Staff recommends approval of agreement and appropriation.

BACKGROUND:

An approximate 16,127 SQFT commercial building which was damaged by fire and to include:

Removal of the remaining structure completely, disconnection and capping of all utilities and sewer lines, disposal of building contents and debris, removal of dilapidated fences, removal of all building foundation materials including the concrete pads, filling of all holes caused by removal of foundations and/or concrete slabs, grading of site to conform with existing surfaces. Protect in place the existing curb, gutter and sidewalk. Removal of junk, trash, debris, and abandoned furniture. Removal of all accessory structures on property.

The Contractor shall be responsible for obtaining a demolition permit from the City of Bakersfield Building Department and San Joaquin Unified Air Pollution Control District.

All work shall comply with all of the requirements of Municipal, County, State, and Federal authorities and shall observe all Municipal and County ordinances and State and Federal statutes, rules or regulations and permitting requirements.

The Contractor shall be responsible to coordinate the disconnection of existing electrical, gas and water services with the appropriate Utility Companies. The Contractor shall plug all sewer lines or laterals at locations approved by the Code Enforcement Officer. Plugged sewer laterals shall be inspected prior to backfill. All plumbing and electrical work shall be done in a first-class workman like manner. Workmanship and materials shall comply in every way with all applicable building, health.

FISCAL IMPACT:

Approval of this service will be accommodated with a combination of the Department’s Fiscal Year 2025– 26 budget and PSVS project savings. However, this allocation may constrain the Department’s ability to carry out major demolitions or large-scale abatements for the remainder of the fiscal year.

COUNCIL GOAL:

Community Character & Quality of Life
Safety and Resilience
ATTACHMENTS:

1. Independent Contractor’s Agreement – Bowen Engineering & Environmental

2. Exhibit A – Requirements for Proposal

3. Exhibit B – Proposal Fee Sheet

4. Exhibit C – Scope of Work

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent – Agreements TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: March 25, 2026
SUBJECT: Electrical Facilities Cost Sharing Agreement with the California Department of Transportation

1. Approval of Electrical Facilities Cost Sharing Agreement TRR 06-5-DL08 with the California Department of Transportation for State Routes 58, 99, 178, 184, and 204.

RECOMMENDATION:

Staff recommends approval of the agreement.

BACKGROUND:

The proposed Agreement establishes a cost-sharing framework between the City of Bakersfield and Caltrans for electrical facilities located within State highway right-of-way and local jurisdiction. These facilities include traffic signals, flashing beacons, roadway lighting, and other electrically powered traffic control devices along State Routes 58, 99, 178, 184, and 204. The Agreement defines ownership, maintenance responsibilities, and cost apportionment between the parties to ensure continued operation and safety of the transportation system.

The City and Caltrans have previously entered into multiple Electrical Facilities Cost Sharing Agreements covering portions of State Routes within the city. The proposed Agreement updates and consolidates cost-sharing responsibilities for electrical facilities identified in the agreement exhibits and supersedes prior agreements for those specific facilities.

Electrical infrastructure associated with State highways requires ongoing coordination between Caltrans and local agencies to ensure proper funding, maintenance, and operation. This Agreement formalizes those responsibilities based on current conditions and infrastructure.

FISCAL IMPACT:

The City’s portion of the costs established in this agreement are expected to be accommodated within existing and future departmental operating budgets. No additional General Fund appropriation is requested at this time.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

Agreement
REV 03/2026
TR 06-5-DL08
1 ELECTRICAL FACILITIES COST SHARING AGREEMENT

WITH CITY OF BAKERSFIELD
THIS ELECTRICAL FACILITIES COST SHARING AGREEMENT (“AGREEMENT”) is made by and between the State of California, acting by and through the Department of Transportation ("STATE") and the City of Bakersfield (“LOCAL AGENCY”), individually referred to as a “PARTY” and joint as “PARTIES.”

RECITALS

1. This AGREEMENT will specify the LOCAL AGENCY’s and STATE’s respective costs associated with the installation, operation, maintenance, repair, and replacement of electrical facilities, including electronically operated traffic control devices on SR(s) 58, 99, 178, 184 and 204 within the jurisdictional limits of the LOCAL AGENCY.

2. The PARTIES executed prior Electrical Facilities Cost Sharing Agreements covering other areas of SR 58, 99, 178, 184 and 204. This AGREEMENT supersedes the prior Electrical Facilities Cost Sharing Agreement(s) with regard to Electrical Facilities listed in Exhibit A.

OPERATIVE PROVISIONS

1. Prior Electrical Facilities Cost Sharing Agreements. This AGREEMENT supersedes the prior Electrical Facilities Cost Sharing Agreements with regard to Electrical Facilities listed in Exhibit A.

2. Updates to Exhibits. Changes to PARTIES’ electrical facilities cost sharing arrangement, resulting from future additions, improvements or alterations to the electrical facilities covered in this AGREEMENT may be made by PARTIES attaching amended Exhibit(s) or addendum to the Exhibit(s).

3. Amendment to Agreement. Except as provided in the preceding Section concerning Exhibit amendments, the terms of the AGREEMENT can be changed only by a mutual written amendment by PARTIES.

4. Successors. This AGREEMENT shall be binding upon and inure to the benefit of each of the PARTIES and their respective successors-in-interest including, any subsequently incorporated city or other municipality established within the LOCAL AGENCY’s jurisdictional limits. If the successor city or municipality fails to accept the obligations of the LOCAL AGENCY by entering into a new agreement with STATE, LOCAL AGENCY shall continue to be contractually bound by the terms of this AGREEMENT.

REV 03/2026
TR 06-5-DL08
2 5. Permits STATE can enter the LOCAL AGENCY jurisdiction to perform any maintenance or work to the facilities covered by this AGREEMENT, without permits from LOCAL AGENCY. When feasible STATE shall provide advance notification by phone call or email to LOCAL AGENCY contact.

6. Electrical Facilities. This AGREEMENT specifies the LOCAL AGENCY’s and STATE’s respective costs associated with the operation, maintenance, repair and replacement of the electrical facilities specifically listed in Exhibit A under two categories one for STATE Owned and Maintained and another for LOCAL AGENCY owned.

7. Cost Sharing and Apportionment. Exhibit A lists the percentage of electrical facilities costs apportioned to each PARTY and shall be based on STATE’s actual costs.

8. Reimbursement of Actual Costs.

A. STATE shall pay for all the expenses stated in the “Basis for Billing” section below, for all the electrical facilities listed under STATE Owned and Maintained table shown in Exhibit A and seek reimbursement from LOCAL AGENCY as per the percentage stated in that table in Exhibit A.

B. LOCAL AGENCY shall directly spend for all the expenses stated in the “Basis for Billing” section below, for the electrical facilities listed under LOCAL AGENCY Owned and Maintained table shown in Exhibit A except Electrical energy costs which shall be paid by STATE directly to the utility company and thereafter STATE shall seek reimbursement from LOCAL AGENCY as per the percentage stated in LOCAL AGENCY Owned and Maintained table in Exhibit A

9. Costs
A. Basis for Billing
a. Total maintenance costs for flashing-beacons, traffic-signals, and traffic-signal systems shall be based on actual costs, including but not limited to the following:
i. The costs of repairs and replacement of the devices
ii. The costs of regular inspection and maintenance
iii. Labor, including overhead assessment, other expenses including, equipment, materials, and miscellaneous
expenses
iv. Electrical energy
REV 03/2026
TR 06-5-DL08
3 b. Total maintenance costs for safety-lighting and sign-lighting shall be based on calculated unit-costs derived by averaging STATE's District-wide costs each quarter including but not limited to the following:
i. The costs of repairs and replacement of the devices
ii. The costs of regular inspection and maintenance
iii. Labor, including overhead assessment, other expenses including, equipment, materials, and miscellaneous
expenses
iv. Electrical energy
B. STATE will bill LOCAL AGENCY quarterly, in arrears, for LOCAL AGENCY’s share of electrical facilities costs listed in Exhibit “A.”

10. Budget Contingency. STATE’s obligation under this AGREEMENT is contingent upon the Legislature appropriating sufficient funds under the Budget Act, and the encumbrance of funding to the STATE’s District Office.

11. Legal Relations and Responsibilities.

A. No Third-Party Beneficiaries. This AGREEMENT is not intended to create duties, obligations, or rights of third parties beyond the PARTIES to the AGREEMENT. Nor does this AGREEMENT affect a PARTY’s legal liability by imposing any standard of care for the operation and maintenance of STATE highways and LOCAL AGENCY facilities different from the standard of care imposed by law.

B. Indemnification. Neither LOCAL AGENCY nor any of its officers or employees is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by STATE, under or in connection with any work, authority or jurisdiction conferred upon STATE arising under this AGREEMENT. STATE, pursuant to Government Code Section 895.4, shall fully defend, indemnify, and save harmless LOCAL AGENCY and its officers and employees from all claims, suits or actions of every kind occurring by reason of anything done or omitted to be done by STATE under this AGREEMENT.

Neither STATE nor any of its officers or employees is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by LOCAL AGENCY, under or in connection with any work, authority or jurisdiction conferred upon LOCAL AGENCY arising under this AGREEMENT. LOCAL AGENCY, pursuant to Government Code Section 895.4, shall fully defend, indemnify, and save harmless REV 03/2026
TR 06-5-DL08
4 STATE and its officers and employees from all claims, suits or actions of every kind occurring by reason of anything done or omitted to be done by LOCAL AGENCY under this AGREEMENT.

12. Termination. This AGREEMENT may be terminated by a formal agreement.

13. Effective Date. This AGREEMENT shall become effective on the last date each PARTY’s authorized representative has executed this AGREEMENT.

14. Authority. Each individual executing this AGREEMENT on behalf of each PARTY represents and warrants that he/she is duly authorized to execute this AGREEMENT. LOCAL AGENCY represents and certifies that it has, through its regular political process, authorized the execution of this AGREEMENT by appropriate resolution, delegation, or plenary authority as required.

THE CITY OF BAKERSFIELD STATE OF CALIFORNIA
By: __________________________
Karen Goh, Mayor

DEPARTMENT OF TRANSPORTATION
Initiated and Approved
By: ___________________________
Zachary Meyer, Public Works
Director
By: ___________________________
John Liu, Deputy District Director
Maintenance and Operations
APROVED AS TO FORM:

By: __________________________
Ashley Zambrano, Deputy City
Attorney II
COUNTERSIGNED:

By: __________________________
Randy McKeegan, Finance
Director
REV 03/2026
TR 06-5-DL08
5 REV 03/2026
TR 06-5-DL08
6 REV 03/2026
TR 06-5-DL08
7 REV 03/2026
TR 06-5-DL08
8 REV 03/2026
TR 06-5-DL08
9 REV 03/2026
TR 06-5-DL08
10 REV 03/2026
TR 06-5-DL08
11 REV 03/2026
TR 06-5-DL08
12 REV 03/2026
TR 06-5-DL08
7 EXHIBIT A
TRAFFIC SIGNAL AND LIGHTIG AGREEMENT (5109)
Effective June 1, 2026
LOCAL AGENCY Owned and Maintained
Electrical Cost Share Billed by STATE*
Route and
PM
Location Type of
Facility
Cost Distribution

STATE LOCAL
AGENCY
No asset
* LOCAL AGENCY shall directly spend for all the expenses stated in the “Basis for Billing” clause except Electrical energy costs which shall be paid by STATE directly to the utility company and thereafter STATE shall seek reimbursement from LOCAL AGENCY as per the percentage

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent – Agreements TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: March 18, 2026
SUBJECT: Project Specific Maintenance Agreement with the California Department of Transportation
Approval to enter Agreement PSMA-5-06-Ker-204-DL01 with the California Department of Transportation (Caltrans) to identify maintenance responsibilities for the features and improvements constructed or installed in Caltrans’ right-of-way as part of the State Route 204 Enhancement Project.

RECOMMENDATION:

Staff recommends approval of agreement.

BACKGROUND:

Caltrans completed the State Route 204 Enhancement Project, which included a range of transportation and aesthetic improvements within State right-of-way. These improvements include, but are not limited to, complete streets elements, pedestrian and bicycle facilities, landscaping, drainage infrastructure, and structural components associated with overcrossing and undercrossing.

As required by Caltrans, a Project Specific Maintenance Agreement is necessary to clearly delineate maintenance responsibilities between the State and the City following project completion. This Agreement ensures that all project features are properly maintained in accordance with State standards and applicable laws.

Under the Agreement:

Caltrans responsibilities include:

1. Maintenance of structural elements of bridges, overcrossings, and undercrossings (including deck, superstructure, and substructure).

2. Maintenance of certain drainage and structural components within State right-of-way.

3. Removal of encampments that pose a risk to structural integrity.

City of Bakersfield responsibilities include:

1. Maintenance of surface improvements such as roadway surfaces, sidewalks, bikeways, pedestrian paths, and complete streets elements.

2. Maintenance of landscaping and irrigation systems within City’s Steets crossing SR204.

3. Graffiti removal, debris removal, and ongoing cleaning within City-maintained areas.

4. Maintenance of drainage inlets and non-structural drainage features.

5. Removal of unsheltered encampments in designated areas, consistent with State policy and applicable law.

FISCAL IMPACT:

The City will be responsible for ongoing maintenance costs associated with the facilities assigned under this Agreement. These costs are expected to be accommodated within existing departmental operating budgets. No additional General Fund appropriation is requested at this time.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

Agreement
Rev. 06/2025
PSMA-5-06-Ker-204-DL01

PROJECT SPECIFIC MAINTENANCE AGREEMENT
WITH

CITY OF BAKERSFIELD
This Project Specific Maintenance Agreement (“AGREEMENT”) is made effective this _______ day of __________, 20___, by and between the State of California, acting by and through the Department of Transportation (“STATE”), and the City of Bakersfield (“LOCAL AGENCY”); each may be referred to individually as a “PARTY” and jointly as “PARTIES.”

RECITALS

1. WHEREAS, a State Route 204 Enhancement project (EA (06-1E770) has been complete.

2. WHEREAS, the PARTIES hereto mutually desire to identify the maintenance responsibilities for the features and improvements, as defined herein, constructed or installed within the STATE right of way.

3. Categories of State Highway System (SHS) facilities covered under this AGREEMENT may include but are not limited to the following, which are specifically identified in Exhibit A:

A. Bridge – A Bridge is a structure built to span a physical obstacle, including, but not limited to, a water body, valley, or road, allowing for the passage of vehicles, pedestrians, or trains. A Bridge may also include Undercrossings and Overcrossings.

B. Complete Street Features and/or Enhancements – These may include, Bikeways (Class I, Class II, Class II with Buffer, Class III, and Class IV), pedestrian paths, bus lanes, parking spaces, sidewalks, crosswalks, textured surfaces, street furniture, roundabouts, signage, roadway lighting, trash enclosures, street trees, tree wells, planters, planter boxes, landscaping, and irrigation.

C. Drainage Facilities – Systems or structures designed to manage and direct the flow of water, typically to prevent flooding or waterlogging.

Drainage Facilities include a variety of infrastructure components, such as: stormwater drains, sewers, ditches and channels, catch basins, retention or detention ponds, and culverts, inlets and outlets.

D. Landscaped Areas – These areas include hardscaping, planting, vegetation, and related landscaping improvements.

E. Vehicular and Non-Vehicular Undercrossing within STATE RIGHT OF WAY (ROW) – These undercrossings are roadway(s) crossing under STATE ROW and appurtenant structures situated within STATE ROW.

Rev. 06/2025
PSMA-5-06-Ker-204-DL01
1 F. Vehicular Overcrossings within STATE ROW – These overcrossings are roadways constructed over STATE ROW and situated within STATE ROW supported by the deck, superstructure, and substructure.

G. Walls, Retaining Walls, Columns, and Soundwalls – These improvements include structural components of embankments and noise reduction structures constructed within STATE ROW.

4. Definitions of SHS facilities components.

A. Bikeway Class I – Provides a completely separated right-of-way designated for the exclusive use of bicycles and pedestrians with crossflows by motorists minimized.

B. Bikeway Class II – Provides a restricted right-of-way designated for the exclusive or semi-exclusive use of bicycles with through travel by motor vehicles or pedestrians prohibited, but with vehicle parking and crossflows by pedestrians and motorists permitted.

C. Bikeway Class III – Provides a right-of-way on-street or off-street, designated by signs or permanent markings and shared with pedestrians and motorists.

D. Bikeway Class IV – Promotes active transportation and provides a rightof-way designated exclusively for bicycle travel adjacent to a roadway and which are separated from vehicular traffic. Types of separation include, but are not limited to, grade separation, flexible posts, inflexible physical barriers, or on-street parking.

E. Bridge Rails and Posts – Portions of a Bridge attached to the bridge deck and deck surface on Overcrossings.

F. Crosswalk – Designated locations for pedestrians who are crossing roadways by defining and delineating paths on approaches to and within signalized intersections, and on approaches to other intersections where traffic stops.

G. Deck Surface (Wearing Surface) – The surface of a bridge deck for vehicular traffic over the SHS (e.g., roadway surface).

H. Deck – The structural component of a Bridge that supports and is below the Deck Surface (Wearing Surface) and above the Superstructure.

I. Lighting – Electrical lamps and light posts installed within STATE ROW.

J. Overcrossing – A roadway not used as a state highway or state freeway that goes over a SHS facility.

K. Pedestrian Paths – A path or walkway, other than a sidewalk, that is owned by the City, County, or another public entity and is specifically designed for pedestrian travel. The path is usually constructed of concrete, pavers, brick, stone, or asphalt, and it is designed for pedestrian use.

L. Screening – Fencing installed on a bridge safety barrier to protect the safety of the traveling public.

M. Sidewalk – A paved path along the side of a road.

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2 N. Signage – Signs installed or approved by STATE.

O. Street Furniture – Refers to various elements and structures placed along roadways (e.g., benches, trash bins, bicycle racks, lighting, bus stops/bus shelters, signage) to enhance pedestrian experience, improve safety, and contribute to the overall functionality and aesthetic of the street. These elements are designed to support active transportation, such as walking and cycling, while making the public space more comfortable and inviting for people.

P. Structural/Roadway Drainage Facilities – Any facility that provides drainage to any location, including, but not limited to, culverts, wing walls, drains, drain inlets, gutters, curbs, and inlet grates.

Q. Substructure – Structural components of a Bridge that support the Superstructure and distribute the load to bridge footings and foundations.

R. Superstructure – Structural portions of a Bridge supported by bridge columns/piers which are located below the Deck.

S. Undercrossing –A roadway not used as a state highway or state freeway that goes under a SHS facility.

OPERATIVE PROVISIONS

1. Prior Freeway Maintenance Agreements. This AGREEMENT shall not terminate the PARTIES’ prior Freeway Maintenance Agreement(s) or any other maintenance agreements, if any exist within the same limits as this AGREEMENT. In case of inconsistency between prior maintenance agreements and this AGREEMENT, the terms of this AGREEMENT will prevail with regard to the scope of this AGREEMENT.

2. Maintenance Standards. PARTIES shall perform all maintenance in compliance with the standards set forth in Streets and Highways Code section 27, and in accordance with California laws, regulations, and STATE standards, including STATE’S Maintenance Manual, Code of Safe Operating Practices, policies, procedures, and specifications in effect and as amended. “Maintain” or “Maintenance” under this AGREEMENT includes routine inspections, repairs, cleaning, and State approved replacements.

3. Maintenance Service Schedule. Upon approval of the necessary Encroachment Permit to perform maintenance, LOCAL AGENCY shall provide STATE’s District Area Maintenance Superintendent, as shown in Exhibit C, at least twenty-four (24) hour prior telephone or email notice before performing any maintenance services under this AGREEMENT. Maintenance services shall be performed between the hours of 9:00 AM and 3:00 PM or otherwise authorized by STATE and may be performed on weekends and holidays if necessary.

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3 4. Revising Exhibits. When another planned future improvement has been constructed and/or a revision to SHS facilities has been affected within the limits of the improvement covered by this AGREEMENT, PARTIES can revise this AGREEMENT by mutually amending, replacing, or providing additional pages to the Exhibits that must be signed by authorized representatives of PARTIES.

No formal amendment to the body of this AGREEMENT will be necessary. The revised exhibit will thereafter supersede the previous Exhibit and become part of this AGREEMENT.

5. Amendment to Agreement. Except as provided in the preceding section concerning Exhibit amendments, the terms of this AGREEMENT can be changed only by a formal written amendment executed by all PARTIES.

6. Successors. This AGREEMENT shall be binding upon and inure to the benefit of each of the PARTIES and their respective successors-in-interest including, any subsequently incorporated city or other municipality established within the LOCAL AGENCY’s jurisdictional limits. If the successor city or municipality fails to enter into a new agreement with STATE to accept the obligations of the LOCAL AGENCY, LOCAL AGENCY shall continue to be contractually bound to STATE by the terms of this AGREEMENT.

7. Encroachment Permits. Before LOCAL AGENCY may enter STATE ROW to install any encroachment or perform any maintenance or work in the areas covered by this AGREEMENT, LOCAL AGENCY must first apply for and obtain an encroachment permit(s) from the STATE’s District 06 Encroachment Permit Office as per STATE’s EP policy. An encroachment permit issued by the STATE will be at no cost to LOCAL AGENCY.

8. Overcrossing (Vehicular and Nonvehicular). STATE and LOCAL AGENCY shall maintain Overcrossing(s) respectively as follows:

A. STATE shall inspect and maintain, at STATE’s expense, the structural elements of the Overcrossing(s), which include the Deck, Superstructure, and Substructure. State shall also remove any unsheltered encampments that could affect the structural integrity of the components listed in this section (8A).

B. LOCAL AGENCY, at LOCAL AGENCY’s expense, shall inspect, maintain, repair, replace, or complete other improvements necessary to maintain the safety of the facilities noted below:

1. Deck Surface (Wearing Surface);

2. Drainage inlets;
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4 3. All portions of the overcrossing structure situated on and above the Deck, including, but not limited to, lighting, traffic controls, traffic lights, sidewalks, LOCAL AGENCY signs, bike paths, pavement overlays, bridge rails and posts, pavement markings, striping, and American with Disability Act facilities (repair in kind) as depicted on Exhibit A.; and

4. Other improvements that may be constructed above or on the Deck with STATE’s prior written approval.

C. Graffiti Removal. LOCAL AGENCY, at LOCAL AGENCY’s sole cost and expense, shall remove all graffiti from Overcrossing(s) at CITY maintained area as shown in Exhibit A. LOCAL AGENCY is solely responsible for ensuring that any graffiti that in any way resembles a mural, artwork, painting, or other similar elements shall not be removed without the written authorization of STATE. Graffiti removal must protect air and water quality as required by law. LOCAL AGENCY shall conform to the terms stated in STATE’s Maintenance Manual, Volume 1, Family D Chapter, D1.06.

D. Unsheltered Encampments. LOCAL AGENCY shall remove Persons Experiencing Homelessness (PEH) and any structures, personal property, debris, and/or other items related to the encampment from the locations shown in Exhibit A, subject to STATE’s Maintenance Policy Directive 1001 R1, as amended, and applicable State and Federal law.

Nothing in this AGREEMENT grants or waives the right of California Highway Patrol (CHP) and other law enforcement agencies having jurisdiction over the Overcrossing(s).

E. Screening. PARTY who is identified as responsible for maintaining the screening in Exhibit A, shall maintain the screening over the STATE Overcrossing(s).

9. Undercrossing (Vehicular and Non-Vehicular). STATE and LOCAL AGENCY shall maintain Undercrossing(s) respectively as follows:

A. STATE shall inspect and maintain, at STATE’s expense, the structural components of the Undercrossing(s), which includes the Deck, Superstructure, Substructure, structural drainage facilities and undercrossing facilities and improvements. State shall also remove any unsheltered encampments that could affect the structural integrity of the components listed in this section(9A).

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5 B. LOCAL AGENCY, at LOCAL AGENCY’s expense, shall inspect, maintain, repair, replace, or complete other improvements necessary to maintain the safety of the facilities noted below:

1. LOCAL AGENCY’s improved and unimproved roadway
sections, including, but not limited to, roadway surfaces, shoulders, curbs, sidewalks, gutters, and wall surfaces;

2. Drainage inlets;

3. All portions above the LOCAL AGENCY’s improved and
unimproved roadway facilities, except for features listed in Section 9A, including, but not limited to, lighting, traffic controls, traffic lights, sidewalks, fences, LOCAL AGENCY signs, bike paths, pavement markings, bridge rails and posts, striping, and American with Disability Act facilities (repair in kind) as depicted on Exhibit A; and

4. Other improvements that may be constructed on the
improved or unimproved roadway section(s) with STATE’s prior written approval.

C. Graffiti Removal. LOCAL AGENCY, at LOCAL AGENCY’s sole cost and expense, shall remove all graffiti from Undercrossing(s) at CITY maintained area as shown in Exhibit A. LOCAL AGENCY is solely responsible for ensuring that any graffiti that in any way resembles a mural, artwork, painting, or other similar elements shall not be removed without the written authorization of STATE. Graffiti removal must protect air and water quality as required by law. LOCAL AGENCY shall conform to the terms stated in STATE’s Maintenance Manual, Volume 1, Chapter, D1.06.

D. Unsheltered Encampments. LOCAL AGENCY shall remove Persons Experiencing Homelessness (PEH) and any structures, personal property, debris, and/or other items related to the encampment from the locations shown in Exhibit A, subject to STATE’s Maintenance Policy Directive 1001 R1, as amended, and applicable State and Federal law.

Nothing in this AGREEMENT grants or waives the right of California Highway Patrol (CHP) and other law enforcement agencies having jurisdiction over the Undercrossing(s).

10. Walls, Retaining Walls, Columns, and Soundwalls. LOCAL AGENCY shall remove debris, trash, and graffiti and clean and paint any walls, soundwalls and similar structures on the sides facing LOCAL AGENCY’s streets/roadways. Any graffiti that resembles or is on a mural, artwork, painting, or other similar elements may not be removed without prior Rev. 06/2025
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6 consultation with and approval from the STATE’s District 06 Transportation Art Coordinator.

11. Bikeways and Pedestrian Paths (TRAIL).

A. LOCAL AGENCY is solely responsible for, and will maintain, TRAIL and all its related facilities including, but not limited to: paving, supportive structural components, aggregate base shoulder, retaining walls, bridges (of any sort), all railings, bollards, flexible barriers, curbs, storm water control measures, all fences, guard railing, drainage facilities, and slope and structural adequacy of bicycle/pedestrian TRAIL and any plantings or other types of roadside development installed as part of the project located and constructed within LOCAL AGENCY jurisdiction in STATE's right of way.

B. In addition, LOCAL AGENCY will provide a safe facility for bicycle and pedestrian travel along the entire length of the TRAIL by providing sweeping and debris removal, when necessary, as deemed by STATE.

LOCAL AGENCY will maintain all signing and striping, electrical facilities (solar or otherwise), and pavement markings required for the direction and operation of that non-motorized facility.

C. LOCAL AGENCY, at LOCAL AGENCY’s expense, shall remove all graffiti and remove and legally dispose of all debris and trash from TRAIL. Any graffiti that resembles or is on a mural, artwork, painting, or other similar elements may not be removed without prior consultation with and approval from the STATE’s District 06 Transportation Art Coordinator.

D. LOCAL AGENCY shall perform routine structural and maintenance inspections and repair, replace or complete other improvements necessary to ensure the TRAIL retain their integrity for the safety of the public using this/these structure(s) and travelers using STATE ROW.

12. Unsheltered Encampment Removal. (other than those in the OVERCORSSINGS AND UNDERCROSSINGS). PARTY, who is identified as responsible for the removal of Unsheltered Encampments in the areas identified in Exhibit A, shall remove Persons Experiencing Homelessness (PEH) and any structures, personal property, debris, and/or other items related to the encampment from the locations shown in Exhibit A, subject to STATE’s Maintenance Policy Directive 1001 R1, as amended, and applicable State and Federal law.

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7 Nothing in this AGREEMENT grants or waives the right of California Highway Patrol (CHP) and other law enforcement agencies having jurisdiction over the Locations shown in Exhibit A.

13. Landscaped Areas. LOCAL AGENCY is responsible for the maintenance of any plantings or other types of roadside improvements installed by LOCAL AGENCY as permitted encroachments lying inside of STATE ROW as shown in Exhibit A. LOCAL AGENCY shall restrict walk-on access to the STATE ROW.

14. Street Lightings. If utility company does not maintain electrical facilities connected to the electrical meter, account holder (associated with the electrical meter(s)) shall maintain electrical facilities connected to the electrical meter(s).

15. Legal Relations and Responsibilities.

A. No Third-Party Beneficiaries.

This AGREEMENT is not intended to create duties, obligations, or rights of third parties beyond the PARTIES to this AGREEMENT. Nor does this AGREEMENT affect a PARTY’s legal liability by imposing any standard of care for the operation and maintenance of STATE highways and LOCAL AGENCY facilities different from the standard of care imposed by law.

B. Indemnification.

Neither LOCAL AGENCY nor any of its officers or employees is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by STATE in connection with any work, authority or jurisdiction conferred upon STATE pursuant to this AGREEMENT. To the fullest extent permitted by law, STATE, shall fully defend, indemnify, and save harmless LOCAL AGENCY and its officers and employees from all claims, suits or actions of every kind occurring by reason of anything done or omitted to be done by STATE, its contractors, sub-contractors, and/or its agents pursuant to this AGREEMENT.

Neither STATE nor any of its officers or employees is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by LOCAL AGENCY in connection with any work, authority or jurisdiction conferred upon LOCAL AGENCY pursuant to this AGREEMENT. To the fullest extent permitted by law, LOCAL AGENCY, shall fully defend, indemnify, and save harmless STATE and its officers and employees from all claims, suits or actions of every kind occurring by reason of anything done or omitted to be done by Rev. 06/2025
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8 LOCAL AGENCY, its contractors, sub-contractors, and/or its agents pursuant to this AGREEMENT.

C. Prevailing Wages and Labor Code Compliance. LOCAL AGENCY shall comply with any and all applicable labor and prevailing wage requirements in Labor Code Sections 1720 through 1815 and implementing regulations for any public works or maintenance contracts and subcontracts executed for the LOCAL AGENCY’s work under this AGREEMENT.

D. Insurance
Self-Insured. LOCAL AGENCY is self-insured. LOCAL AGENCY shall deliver evidence of self-insured coverage providing general liability insurance, coverage of bodily injury and property damage liability, in an amount of $1 million per occurrence, $2 million in aggregate, and $5 million in excess, as may be amended as the minimum liability coverage limits codified in the State’s Standard Specifications, by delivering a Letter Certifying Self-Insurance. The Letter of SelfInsurance must be substantially in the form of Exhibit B, and identify the AGREEMENT number, and location as depicted in Exhibit A.

LOCAL AGENCY shall provide the original Letter Certifying SelfInsurance as a condition to STATE’s execution of this AGREEMENT. A copy of the original letter shall be attached to this AGREEMENT as Exhibit B.

Self-Insured using Contractor. If the work performed under this AGREEMENT is done by LOCAL AGENCY’s contractor(s), LOCAL AGENCY shall require its contractor(s) to maintain in force, during the term of this AGREEMENT, a policy of general liability insurance, including coverage of bodily injury and property damage liability, naming STATE, its officers, agents and employees as the additional insured in an amount of $1 million per occurrence, $2 million in aggregate, and $5 million in excess, as may be amended as the minimum liability coverage limits codified in the State’s Standard Specifications. LOCAL AGENCY will provide a certificate of insurance evidencing this insurance in a form satisfactory to STATE as a condition to STATE’s execution of this AGREEMENT.

16. Default. If LOCAL AGENCY fails to perform obligations assumed under this AGREEMENT, STATE may by written notice request that the default be remedied within thirty (30) calendar days. If LOCAL AGENCY fails or refuses to do so, STATE may complete the obligations and seek reimbursement from Rev. 06/2025
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9 the LOCAL AGENCY who shall pay the invoice within thirty (30) calendar days.

17. Complete Agreement. This AGREEMENT, along with any attachments, is the full and complete integration of the PARTIES’ agreement with respect to the maintenance of the locations identified in Exhibit A. This AGREEMENT supersedes any previous written or oral agreements between the PARTIES with respect to the locations identified in Exhibit A. Unless otherwise stated, to the extent there is any conflict between this AGREEMENT and any other agreement (written or oral) regarding maintenance of the area identified in Exhibit A, the terms of this AGREEMENT shall control.

18. Severability. The unenforceability, invalidity, or illegality of any provision(s) of this AGREEMENT shall not render the other provisions unenforceable, invalid, or illegal.

19. Waiver. Waiver by any PARTY of any portion of this AGREEMENT shall not constitute a waiver of the same or any other portion hereof.

20. Governing Law. This AGREEMENT shall be governed by and interpreted in accordance with California law.

21. Notice. If either PARTY shall desire or is required to give notice to the other, such notice shall be given in writing, via email, and concurrently delivered by: (a) personal delivery, in which case, notice is effective upon delivery; (b) overnight courier (i.e., Federal Express) with charges prepaid or charged to the sender’s account, in which case, notice is effective when delivered; (c) priority U.S. Mail, in which case, notice shall be deemed delivered on the second business day after the deposit thereof with the U.S. Postal Service.

22. Cost. Any PARTY who is assigned obligation under this AGREEMENT shall complete them at their own costs, unless expressly stated otherwise in this AGREEMENT.

23. Termination. This AGREEMENT may be terminated by the mutual written consent of each PARTY. The STATE may terminate this AGREEMENT, should the LOCAL AGENCY fail to perform the requirements of this AGREEMENT at the time and in the manner provided herein.

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10 24. Effective Date. This AGREEMENT shall become effective on the last of the dates each PARTY’s authorized representative has executed this AGREEMENT.

25. Authority. Each individual executing this AGREEMENT on behalf of each PARTY represents and warrants that he/she is duly authorized to execute this AGREEMENT. LOCAL AGENCY represents and certifies that it has, through its regular political process, authorized the execution of this AGREEMENT by appropriate resolution, delegation, or plenary authority, as required. A true and correct copy of the local resolution or ordinance has been provided to the STATE.

26. Electronic Signatures. Electronic signatures of the PARTIES, whether digital or encrypted, are intended to authenticate this written AGREEMENT, and shall have the same force and effect as manual signatures for this AGREEMENT.

THE CITY OF BAKERSFIELD STATE OF CALIFORNIA
By: __________________________
Karen Goh, Mayor

DEPARTMENT OF TRANSPORTATION

Initiated and Approved
By: ___________________________
Zachary Meyer, Public Works
Director
By: ___________________________
Jason Miao, Acting Deputy District
Director, District 6 Maintenance
and Operations
APROVED AS TO FORM:

By: __________________________
Ashley Zambrano, Deputy City
Attorney II
COUNTERSIGNED:

By: __________________________
Randy McKeegan, Finance
Director

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PM 0.0/6.75
Exhibit C
PARTY Representatives Contact information.

LOCAL AGENCY
Attn: Name of Project Manager: Luis Topete
Address: 1501 Truxtun Avenue
City, Zip: Bakersfield, CA 93301
Contact Number: (661) 326-3478
STATE
Attn: Name of DMAC: Daniel Lum
Address: 1352 W Olive Avenue
City, Zip: Fresno, CA 93728
Contact Number: (559) 383-5201

STATE AREA MAINTENANCE SUPERINTENDENT
Attn: State Maintenance Superintendent: Joel Martin
Email: [email protected]
Phone: (661) 304-0432

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent -Agreements TO: Honorable Mayor and City Council
FROM: Kevin Albertson, Fire Chief
DATE: April 28, 2026
SUBJECT: Amendment No 2 to Agreement No. FD24-005 with Premier Overhead Door & Gates for the maintenance, repair, replacement of Bakersfield Fire Station apparatus overhead doors with a not to exceed amount of $175,000.

RECOMMENDATION:

Staff recommends approval of the amendment.

BACKGROUND:

The Bakersfield Fire Department (BFD) operates 23 front-line emergency response vehicles, as well as other ancillary support apparatus from 14 fire stations. Specialized maintenance and repair services are required to ensure that overhead doors and automatic door operators function properly, maximize the useful life of door assemblies and motors, and to repair or replace defective panels, rollers, tracks, sprockets, chains, and motors.

In FY 2025, the Bakersfield Fire Department responded to 49,465 calls for service. During this time, the Fire Department experienced an increase in the number of repairs needed to maintain reliable overhead door operation. Proper functionality of overhead door assemblies is essential to ensure efficient response by emergency apparatus as well as to provide for facility security when fire stations are unoccupied.

Premier Overhead Door provides emergency and non-emergency services for large apparatus doors and fire station gates. These services are critical to fire station security, as crews may be dispatched at any time, and not having the ability to secure the station could cause theft or vandalism to city property.

Premier also provides preventative maintenance that reduces the likelihood of equipment failure under normal operating conditions.

In 2024, the City entered into Agreement No. FD24-005 for maintenance, repair, replacement, modernization, and warranty of repairs for Bakersfield Fire Station apparatus overhead doors. In 2025, this was further amended to increase the compensation by $60,000. Now, the amendment before Council seeks authorization to extend the term through March 1, 2029, and to increase compensation by $75,000, for a new not to exceed total of $175,000. This will allow continuation of on-call service for maintenance and repair of apparatus bay doors at all 14 BFD fire stations.

FISCAL IMPACT:

Funding for this agreement is budgeted in the General Fund BFD Operating Budget.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

Amendment
AMENDMENT NO. 2 TO AGREEMENT FD24-005
Updated – August 2025
-- Page 1--
AGREEMENT NO. FD24-005(2)
AMENDMENT NO. [2] TO
AGREEMENT NO. FD24-005
This AMENDMENT NO. 2 TO AGREEMENT NO. FD24-005 is made and entered into on ________________, by and between the CITY OF BAKERSFIELD, a municipal corporation (referred to herein as “CITY”), and PREMIER OVERHEAD DOOR & GATES, a Sole Proprietorship authorized to do business in California (referred to herein as “CONTRACTOR”).

R E C I T A L S
WHEREAS, on March 14, 2024, CITY and CONTRACTOR entered into Agreement No. FD24-005 for the maintenance, repair, replacement, modernization, and warranty of repairs for Bakersfield Fire Station apparatus overhead doors for $40,000; and
WHEREAS, on March 20, 2025, CITY and CONTRACTOR amended Agreement No. FD24-005 to increase the compensation by $60,000, for a total not-to-exceed amount of $100,000; and
WHEREAS, the parties desire to further amend Agreement No. FD24-005 to extend the term through March 1, 2029, and to increase the compensation by $75,000, for a new total not-to-exceed amount of $175,000, in order to continue to provide the maintenance, repair, replacement, modernization, and warranty of repairs for Bakersfield Fire Station apparatus overhead doors; and NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTRACTOR mutually agree as follows:

1. Section 2 of Agreement No. FD24-005 entitled “COMPENSATION/PAYMENT PROCEDURE” is hereby amended to read as follows:

2. COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work (“Compensation”) as stated in EXHIBIT C attached hereto and incorporated by reference herein:

On an hourly basis in accordance with the hourly rates and in an aggregate sum not to exceed $175,000.00 for performing the Scope of Work.












 
 

AMENDMENT NO. 2 TO AGREEMENT FD24-005
Updated – August 2025
-- Page 2--
CITY will pay CONTRACTOR within 30 days after CONTRACTOR submits an itemized invoice for the portions of the Scope of Work completed and that invoice is approved by CITY. The
Compensation will be the total amount paid to CONTRACTOR for performing the Scope of Work and includes, but is not limited to, all out-of-pocket costs and taxes. CITY will pay no other compensation to CONTRACTOR. In no case will CITY compensate CONTRACTOR more than $175,000 for performing the Scope of Work.

2. Section 3 of Agreement No. FD24-005 entitled “TERM” is hereby amended to read as follows:

3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on March 1, 2029.

3. Except as amended herein, all provisions of Agreement No. FD24-005 shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have caused this Amendment No. 2 to Agreement No. FD24-005 to be executed the day and year first above written.
-- o0o –
“CITY” “CONTRACTOR”

CITY OF BAKERSFIELD PREMIER OVERHEAD DOOR & GATES
By:____________________________ By:_________________________________

KAREN GOH ANTONIO ASCENCIO
Mayor Owner
APPROVED AS TO CONTENT:

BAKERSFIELD FIRE DEPARTMENT
By:____________________________

KEVIN ALBERTSON
Fire Chief
APPROVED AS TO FORM: COUNTERSIGNED:

Deputy City Attorney: ________________________________ Finance Director: _____________________

VIRIDIANA GALLARDO-KING RANDY MCKEEGAN
Insurance:____________
Attachment: Exhibit C












 
 

Premier Overhead Door & Gates
7808 Pembroke Ave
Bakersfield, CA 93308
P: (661) 203-3746 F: (661) 215-0001
Website: www.premierohdg.com

RATE SUMMARY
March 20, 2026

NOTES/EXCLUSIONS
Off Hours – from 7 p.m. – 5 a.m.

Emergency Calls – Immediate/same day repairs.

PW – Prevailing Wages
These quantities shall be reviewed and adjusted (if needed) after the award of the job.

Any changes to scope of work or proposed areas and any financial compensation shall be negotiated in good faith by both parties.

Prevailing Wages Rates area 2 group 1 and certified payroll costs are included in the proposal.

Due to volatility of material prices that is beyond our control, all material shall be. purchased at current market prices and any cost increased will be added accordingly.

The contractor requires sufficient lead time to acquire the materials necessary to complete the project and to lock in current pricing. Delays in material procurement beyond the control of Premier Overhead Door & Gates due to current market volatility shall not be charged as liquidated damages or delay costs.

Tools, Parts, and materials will be charged separately after obtaining clearance from client.

Description Quantity Unit Unit Price Off Hours PW Rate PW Rate Off Hours Technitian 1 HR 150.00 $ 225.00 $ 213.96 $ 320.94 $
Ford F-350 1 HR 35.00 $ 35.00 $ 35.00 $ 35.00 $
Total Hourly Rates $ 260.00 185.00 $ 248.96 $ 355.94 $
Overhead & Profit @ 20%












 
 
([KLELW&
Certificate Of Completion
Envelope Id: 4993CB79-7AE6-4947-85E9-D8377FF07A88 Status: Completed Subject: Complete with Docusign: Premier Overhead FD24-005 (2) Amendment - final.pdf Source Envelope:

Document Pages: 8 Signatures: 2 Envelope Originator:

Certificate Pages: 5 Initials: 0 City Clerk's Office
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
[email protected]
IP Address: 174.46.226.5
Record Tracking
Status: Original
4/15/2026 10:27:48 AM
Holder: City Clerk's Office
[email protected]
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Signer Events Signature Timestamp
Antonio Ascencio
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 172.59.190.4
Signed using mobile
Sent: 4/15/2026 10:29:58 AM
Viewed: 4/15/2026 5:05:37 PM
Signed: 4/15/2026 5:05:59 PM
Electronic Record and Signature Disclosure:

Accepted: 4/15/2026 5:05:37 PM
ID: e5a90ae3-a29a-4b08-be7b-562b27fcee01
Kevin Albertson
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 174.46.226.5
Sent: 4/15/2026 5:06:01 PM
Resent: 4/22/2026 8:31:48 AM
Resent: 4/22/2026 8:33:23 AM
Viewed: 4/22/2026 9:19:57 AM
Signed: 4/22/2026 9:21:15 AM
Electronic Record and Signature Disclosure:

Accepted: 4/22/2026 9:19:57 AM
ID: 458abbad-d3cb-4c52-948d-7ed2f7aac09e
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
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 4/15/2026 10:29:59 AM
Certified Delivered Security Checked 4/22/2026 9:19:57 AM Envelope Summary Events Status Timestamps
Signing Complete Security Checked 4/22/2026 9:21:15 AM
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Electronic Record and Signature Disclosure

ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Bakersfield (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.

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All notices and disclosures will be sent to you electronically




















 
















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Form_SCTNID_CTGRY.XX0316ACORD25_ACORD
<docindex><index>ACORD</index></docindex> BDF_PCA

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

PRODUCER CONTACT
NAME:

PHONE
(A/C, No, Ext):

FAX
(A/C, No):

E-MAIL
ADDRESS:

INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A :

INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

INSR
LTR
ADDL
INSD

SUBR TYPE OF INSURANCE WVD

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY
OTHER:

PROJECT LOC

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

SCHEDULED
AUTOS

NON-OWNED

AUTOS ONLY

UMBRELLA LIAB

EXCESS LIAB
OCCUR

CLAIMS-MADE
DED RETENTION $

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y/N
N / A

POLICY NUMBER POLICY EFF POLICY EXP
(MM/DD/YYYY) (MM/DD/YYYY) LIMITS
$
$
$
$
$
$
$

EACH OCCURRENCE

DAMAGE TO RENTED
MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG
PREMISES (Ea occurrence)
$
$
$
$
$

COMBINED SINGLE LIMIT

PROPERTY DAMAGE
BODILY INJURY (Per person)
(Ea accident)
BODILY INJURY (Per accident)
$
$
$

AGGREGATE

EACH OCCURRENCE
E.L. EACH ACCIDENT

INSURED
$
$
E.L. DISEASE - POLICY LIMIT $
E.L. DISEASE - EA EMPLOYEE

PER STATUTE OTH- ER
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

CERTIFICATE HOLDER CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD © 1988-2015 ACORD CORPORATION. All rights reserved.
(Per accident)
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).

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.

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
[email protected]
03/31/2026
1-800-444-4487
ANTONIO G ASCENCIO DBA: Premier Overhead Doors & Gates
7808 Pembroke Ave
Bakersfield, CA 93308
City of Bakersfield - Office of Risk
Management
1600 Truxtun Ave
Bakersfield, CA 93301
Progressive Commercial Lines Customer and Agent Servicing 171259181939193938D033126T055910
Progressive Insurance
PO Box 94739, Cleveland, OH 44101
Progressive Express Insurance Company 10193
A X
X
Y Y 975453950 01/16/2026 07/16/2026
1,000,000
A Y Y 975453950 01/16/2026 07/16/2026
See ACORD 101 for additional coverage details. $
CITY OF BAKERSFIELD, ITS MAYOR, COUNCIL, OFFICERS, AGENTS, EMPLOYEES AND VOLUNTEERS ARE ADDITIONAL INSURED.

ANY ENDORSEMENTS ATTACHED AND/ OR DESCRIBED HEREIN APPLY WITH RESPECTS TO THE OPERATIONS OF THE NAMED INSURED AS REQUIRED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS; SUBJECT TO STATUTE AND POLICY PROVISIONS.

X












 
 

Form_SCTNID_CTGRY.XX0108ACORD101_ACORD
<docindex><index>ACORD</index></docindex> BDF_PCA
Progressive Insurance
975453950
Progressive Express Insurance Company 10193
ANTONIO G ASCENCIO DBA: Premier Overhead Doors & Gates
7808 Pembroke Ave
Bakersfield, CA 93308
01/16/2026
AGENCY CUSTOMER ID:

LOC #:

ADDITIONAL REMARKS SCHEDULE Page of
AGENCY

POLICY NUMBER

CARRIER NAIC CODE

NAMED INSURED
EFFECTIVE DATE:

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance 1 1
Additional Coverages
…………………………………………………………………………………………………………………………………………………………………………………… Insurance coverage(s) Limits Uninsured/Underinsured Motorist $1,000,000 Combined Single Limit Description of Location/Vehicles/Special Items
Scheduled autos only
…………………………………………………………………………………………………………………………………………………………………………………… Stated Amount
2009 CHEVROLET SILVERADO 1GBJC73K99F101120
$26,000
Comprehensive $1,000 Ded
Collision $1,000 Ded
Roadside Assistance Selected w/$0 Ded
Additional Information
Certificate holder is listed as an Additional Insured.

ACORD 101 (2008/01)
The ACORD name and logo are registered marks of ACORD
© 2008 ACORD CORPORATION. All rights reserved.












 
 

Alan Redekosky

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

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).

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.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

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. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
03/13/2026
KYC Insurance Services, LLC
17777 Center Court Dr
Ste 710
Cerritos CA 90703
Alan Redekosky
562-473-4080 (562) 473-4074
[email protected]

PREMIER OVERHEAD DOOR & GATES
7808 Pembroke Ave
Bakersfield CA 93308
Continental Casualty Company 20443
Mt. Hawley Insurance Company 37974
A
✖
✖
✖
Y Y C6984103473 03/14/2026 03/14/2027
1,000,000
100,000
5,000
1,000,000
2,000,000
2,000,000
B ✖
✖
Y Y GXS0021809 04/16/2025 04/16/2026
1,000,000
1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City Bakersfield, its mayor, council, officers, agents, employees, and Volunteers are listed as additional insured with a waiver of subrogation and primary/ noncontributory wording as per attached form #CG2010 0413 and CG2037 0413, with primary wording form #CG20010413. with respect to General Liability when required by written contract. Waiver of subrogation for workers compensation per #WC99 0410 C. Any endorsements attached and/or described herein apply with respects to the operations name of insured as required by written contract executed prior to loss; subject to statue and policy provisions.

Office of Risk Management
1600 Truxtun Ave.

Bakersfield, CA 93301
City of Bakersfield












 
 

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ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: May 8, 2026
SUBJECT: Amendment No. 1 to Agreement No. PW25-088
with Trinity Consultants (increase compensation $150,000, total not to exceed $210,000, and extend term to June 30, 2027) for specialized consulting services.

RECOMMENDATION:

Staff recommends approval of the amendment.

BACKGROUND:

Local regulatory and enforcement agencies, including the San Joaquin Valley Unified Air Pollution Control District and the California Air Resources Board, have implemented increasingly stringent permitting and testing requirements for stationary and portable equipment. While City staff continues to participate in these permitting and testing processes, the engagement of specialized consulting services is necessary to ensure the accuracy, compliance, and timeliness of all submissions.

Permitting and testing requirements applicable to stationery and portable equipment encompass a range of assets, including internal combustion engines, boilers, grinders, etc. Specialized consulting services may include, but are not limited to, the preparation and submission of required applications to appropriate regulatory agencies; provision of technical guidance on environmental considerations associated with proposed projects; identification, development, and submission of grant applications to support project implementation; evaluation and documentation of emission reduction credits; preparation of dust control plans; and other tasks as directed by City staff.

Staff recommends amending the Agreement PW25-088 to increase compensation $150,000, and extending the term to June 30, 2027, not to exceed $210,000 with Trinity Consultants to continue providing specialized consulting services.

FISCAL IMPACT:

Funding will be from the Refuse Enterprise Fund; therefore, there is no cost impact to the General Fund.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

Amendment

ADMINISTRATIVE REPORT
MEETING DATE: May 13, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Darin Budak, Director of Recreation and Parks
DATE: April 14, 2026
SUBJECT: Amendment No. 2 to Agreement No. 2024-210 with Griffin Structures, Inc ($1,184,806.00; revised not to exceed $6,946,360.00 and extend term for one year) for continued Construction Management and Design for the Dr. Martin Luther King Jr.

Community Center and Park Revitalization Project. (Ward 2) RECOMMENDATION:

Staff recommends approval of the amendment.

BACKGROUND:

On July 24, 2024, Council approved Construction Management Agreement No. 2024-210 (Agreement) with Griffin Structures, Inc. (Manager) for $172,000.00 wherein the Manager would provide construction management services for the Dr. Martin Luther King Jr. Community Center Park and Revitalization, Project # P2C06800 (Project). The Project has a total of three (3) phases: Phase A: Pre-Construction Support Services, Phase B: Design Management and Project Management Services, and Phase C: Construction Management and Inspection Services. The initial Agreement focused on Phase A of the Project.

On November 6, 2025, Council approved Amendment No. 1 to Agreement No. 2024-210 by increasing compensation by $5,589,556.00 to a new not to exceed amount of $5,761,556.00 to complete Phase B and Phase C of the Project.

The City requested the Manager to provide design to 100% construction documents for use in soliciting a Design-Bid-Build Entity with additional services request (ASR). The ASR will increase compensation by $1,184,806.00 to a new not to exceed amount of $6,946,360.00.

Additionally, the original agreement was approved for a two-year term which expires on July 24, 2026 and which included three (3) consecutive one-year renewable options. City staff would like to extend the agreement for an additional one-year period expiring on July 24, 2027 to continue providing services.

FISCAL IMPACT: The Project is funded using American Rescue Plan Act (ARPA) and Specified Grand Funds from the Budget Act of 2023 by the State of California. No additional funds are required at this time.

COUNCIL GOAL:

Community Character & Quality of Life
ATTACHMENTS:

1. Amendment No. 2 to AGRMT NO 2024-210 Griffin Structures_Final

2. DocuSign Summary
____________________________________________________

AMENDMENT TO AGREEMENT
S:\ADMINISTRATION DIVISION\Agreements\2026\MLK Construction Management\Amendment No 2 Griffin\Amendment No 2 to AGRMT NO 2024-210 Griffin Structures.doc
- April 8, 2026_rmistry
-- Page 1 of 4 Pages --
AGREEMENT NO.

AMENDMENT NO. TWO [2] TO
CONSTRUCTION MANAGEMENT AGREEMENT NO. 2024-210
THIS AMENDMENT NO. TWO (2) TO AGREEMENT NO. 2024-210 is made and entered into on ________________, by and between the CITY OF BAKERSFIELD, a charter city and a municipal corporation (referred to herein as “CITY”), and GRIFFIN STRUCTURES, INC. a Corporation authorized to conduct business in California, (referred to herein as “MANAGER”).

R E C I T A L S
WHEREAS, on July 24, 2024, the CITY and MANAGER entered into Construction Management Agreement No. 2024-210 (Agreement) for $172,000.00, wherein MANAGER would provide construction management services for the Dr. Martin Luther King Jr. Community Center and Park Revitalization, Project # P2C068 (the “Project”); and
WHEREAS, the Project has a total of three (3) phases: Phase A: Pre-Construction Support Services, Phase B: Design Management and Project Management Services, and Phase C: Construction Management and Inspection Services; and WHEREAS, the original Agreement focused on Phase A of the project for the initial planning and Pre-Construction Support Services for the Project; and WHEREAS, on November 6, 2024, Amendment No. 1 to Agreement No. 2024-210 between the CITY and MANAGER by increasing compensation by $5,589,556.00 to a new not to exceed amount of $5,761,556.00 to complete Phase B and Phase C; and WHEREAS, the CITY now requests the MANAGER to provide design to 100% construction documents for use in soliciting a Design-Bid-Build Entity with additional services request (ASR) proposal as listed on Exhibit E; and WHEREAS, the ASR will increase compensation by $1,184,806.00; and WHEREAS, the initial two-year term of Agreement 2024-210 is coming to an end on July 24, 2026; and
WHEREAS, the original agreement has renewable options for three (3) consecutive one-year periods; and
WHEREAS, the CITY and MANAGER agree to extend the term by one year to continue provide services; and
Docusign Envelope ID: 2B02AF3F-9F66-4FE7-832D-3D4869E111ED ____________________________________________________

AMENDMENT TO AGREEMENT
S:\ADMINISTRATION DIVISION\Agreements\2026\MLK Construction Management\Amendment No 2 Griffin\Amendment No 2 to AGRMT NO 2024-210 Griffin Structures.doc
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WHEREAS, CITY and MANAGER now desire to enter into Amendment No. Two (2) to Construction Management Agreement No 2024-210, by increasing the compensation by $1,184,804.00, to a new not to exceed amount of $6,946,360.00 and extend the term by one (1) year.

NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and MANAGER mutually agree to amend Agreement No. 2024-210 as follows:

1. Section 2 of Agreement No. 2024-210 entitled “ALLOWABLE COSTS AND PAYMENT PROCEDURE” is hereby amended to read as follows:

2. ALLOWABLE COSTS AND PAYMENT PROCEDURE. The method of payment for this Agreement will be based on actual cost plus a fixed fee. CITY will reimburse MANAGER for actual costs (including labor costs, employee benefits, travel, equipment rental costs, overhead, and other direct costs) incurred by MANAGER in performance of the work. MANAGER will not be reimbursed for actual costs that exceed the estimated wage rates, employee benefits, travel, equipment rental, overhead, and other estimated costs set forth in the approved MANAGER’S Cost Proposal, attached hereto and incorporated herein as Exhibit E, unless additional reimbursement is provided for by amendment of the Agreement. In no event will MANAGER be reimbursed for overhead costs at a rate that exceeds CITY’s approved overhead rate set forth in the Cost Proposal. In the event that CITY determines that a change to the work from that specified in the Cost Proposal and Agreement is required, the time to perform the obligations of this Agreement or actual costs reimbursable by CITY shall be adjusted by amendment of the Agreement to accommodate the changed work. Notwithstanding anything contrary herein, the total paid for actual costs herein may not exceed $6,946,360.00.

2.1. The total amount payable by CITY for performing the Scope of Work, inclusive of actual costs and the fixed fee, shall not exceed $6,946,360.00 (“Compensation”).

2.2. Reimbursement for transportation and subsistence costs shall not exceed the rates specified in the approved Cost Proposal.

2.3. When milestone cost estimates are included in the approved Cost Proposal, MANAGER must obtain prior written approval for a revised milestone cost estimate from the Contract Administrator before exceeding such cost estimate.

2.4. No payment will be made prior to approval of any work, nor for any work performed prior to approval of this Agreement.

Docusign Envelope ID: 2B02AF3F-9F66-4FE7-832D-3D4869E111ED ____________________________________________________

AMENDMENT TO AGREEMENT
S:\ADMINISTRATION DIVISION\Agreements\2026\MLK Construction Management\Amendment No 2 Griffin\Amendment No 2 to AGRMT NO 2024-210 Griffin Structures.doc
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2.5. Progress payments will be made monthly in arrears based on services provided and allowable incurred costs, upon receipt by and approval of CITY’s Contract Administrator of itemized invoices. A pro rata portion of MANAGER’s fixed fee will be included in the monthly progress payments. Invoices shall be submitted no later than 45 calendar days after the performance of work for which MANAGER is billing. Invoices shall detail the work performed on each milestone and each project as applicable. Invoices shall follow the format stipulated for the approved Cost Proposal and shall reference this Agreement number and project title. If applicable, CITY shall have the right to delay payment or terminate this Agreement in accordance with the provisions herein if MANAGER fails to submit the required deliverable items according to the Scope of Work. Invoices shall be mailed and/or emailed to CITY’s Contract Administrator at the following address:

CITY OF BAKERSFIELD
Fidel Gonzalez
Parks Construction and Facilities Planner
1600 Truxtun Avenue
Bakersfield, California 93301

2.6. The final invoice must contain the final cost and all credits due to CITY including any equipment purchased under the provisions herein.

MANAGER may submit to CITY a final invoice only when all work under this Agreement has been completed to CITY’s satisfaction; MANAGER MUST SUBMIT ITS FINAL INVOICE TO CITY no later than 60 days after occurrence of the last of these items.

2.7. Salary increases will be reimbursable if the new salary is within the salary range identified in the approved Cost Proposal and is approved by CITY’s Contract Administrator. For personnel subject to prevailing wage rates as described in the California Labor Code, all salary increases, which are the direct result of changes in the prevailing wage rates are reimbursable.

2.8. MANAGER agrees and understands that CITY is relying on reimbursement of a majority of the Compensation from various state and federal programs. If at any time during the duration of this Agreement, such reimbursement ceases to be available due to no fault of CITY, CITY reserves the right to terminate this Agreement.

Docusign Envelope ID: 2B02AF3F-9F66-4FE7-832D-3D4869E111ED ____________________________________________________

AMENDMENT TO AGREEMENT
S:\ADMINISTRATION DIVISION\Agreements\2026\MLK Construction Management\Amendment No 2 Griffin\Amendment No 2 to AGRMT NO 2024-210 Griffin Structures.doc
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-- Page 4 of 4 Pages --

2.9. CITY reserves the right to reject any work that is inadequate or incomplete without being charged for any extra time or
compensation by MANAGER.

2.10. MANAGER must notify CITY when the Scope of Work is 75% complete or when 75% of the budget for the Scope of Work has been expended.

2. Section 5 of Agreement 2024-210 entitled “TERM” is hear by amended as follows:

5. TERM. This agreement shall terminate on July 24, 2027 and shall be renewable for two (2) consecutive one-year periods. Should any claims against CITY or MANAGER arising out of this Scope of Work be asserted during the term of this Agreement, CITY and MANAGER agree to extend the termination date of this Agreement.

3. Except as amended herein, all other provisions of Agreement No. 2024- 210 shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have caused this Amendment No.

TWO [2] to Agreement No. 2024-210 to be executed the day and year first above written.
“CITY” “MANAGER”
CITY OF BAKERSFIELD GRIFFIN STRUCTURES, INC.

By:____________________________ By:_____________________________ KAREN GOH JON HUGHES, President
Mayor
APPROVED AS TO CONTENT:

RECREATION AND PARKS DEPARMENT
By:_______________________________

DARIN BUDAK
Recreation and Parks Director
APPROVED AS TO FORM: COUNTERSIGNED:

Deputy City Attorney:_______________________ Finance Director: _____________________

VIRIDIANA GALLARDO-KING RANDY MCKEEGAN
Insurance:____________
Attachments: Exhibit E: Additional Services Request
Docusign Envelope ID: 2B02AF3F-9F66-4FE7-832D-3D4869E111ED