Bakersfield City Council
May 27, 2026

00RIG N AL
a
As ' `.
i
CONTRACTOR. shall perform the following (".Scope. of Work") underthe direction ofthe City's Community Vitality Unit:. 1.
1 In. accordance withthetimeline attached - hereto as :Exhibit A and incorporated by reference herein ( pages of. CONTRACTOR' s proposal -to CITY' s RFP), provide client - centered, highly personalized, and reentry/ intensive case management . services toatargeted _ population ofindividuals identified asjustice impacted and/or chronically homeless with substance use and/

1. or behavioral health disorders. In this- context the - CONTRACTOR shall:

1. 1 Adopt a Housing First Approach, prioritizing. permanent, housing. without preconditions and providing wraparound services after housing issecured. 1.1.
2 Build life skills for independent living; such as budgeting, home maintenance, and attending to personal healthcare. 1.1.
3 Conduct comprehensive assessments toprovide a .detailed understanding of each client' sneeds, including mental health,. substance use, physical health, and housing. Assessments shall be ongoing to adjust services as circumstances change. 1.1.4
Develop individual care plans tailored to , each. client,- addressin. g: their specific barriers to. stability, such as untreated mental health disorders, addition or chronic illnesses. Plans shall establish realistic, achievable goals.

1.1.5 Coordinate services with arange of services providers,_ including housing age healthcare ' providers, mental health services, substance use treatment, .employment services, legal aid, etc., to achieve stability and improvement of the client' s quality of life. 1.1. 6 Provide Client Advocacy, - helping clients navigate complex systems like public benefits,: housing. applications. and ensuring they. receive the services they are entitled to. 1.1..7
Provide regular - monitoring and crisis intervention to ensure clients are making progress towards their goals and to provide. fimely. intervention incrisis situations,
8 such as health emergencies or riskof eviction. 1.1.

Attend community, CITY, and other meetings crucial to the o< INDEPENDENT CONTRACTOR' S
AGREEMENT- Over $100, 000 Pdge 2 of 1rS:\Developservicesdpt\ Agrs\ 24- 25\PWC Agreement - V.G-ALbocx Updated— October29, 2024 effectiveness of the -program, as directed by CITY' s Community Vitality Unit.

1. 2 Provide. two ( 2) full4ime equivalent ( FTE) dedicated case managers to -maintain a caseload of, active clients. An additional FTE. case manager position shall be dedicated to focusing on individuals with low needs and providing after -case support.. Case managers shall:

1. 2. 1 Provide intensive case management to each client for up. :to twelve ( 12) months, with an additional twelve .(12) months of periodic check -ins to provide after -care support.

1. 2. 2 Provide trauma -informed Care, recognizing that chronically homeless individuals have experienced significant trauma. Services shall be delivered in a way that minimizes re -traumatization. and promotes safety and healing.

1. 2.3 Be sensitive to. and respect diverse cultural backgrounds and understanding of how these factors influence client experiences and needs..

1. 2. 4 Provide: timely, comprehensive and detailed fiscal and program reporting. and documentation as required by BSCC and the Community Vitality Unit..

1. 2.4.1 Report quarterly, and include, at minimum: ( 1) participation status; ( 2) demographic. information;. ( 3) prior justice involvement;. ( 4) number of .days enrolled in program; pre- and post -program employment and housing status; and.,- 5) services received.

1. 2.4.2 Report recidivism rates, to be reported annually.. the Scope of Work shall include all items and procedures. necessary -to properly - complete the task CONTRACTOR has been hired to perform, whet her specifically included herein or in CITY' s Request for Proposal ( RFP). A copy of said RFP without - its .exhibits is attached hereto as Exhibit B and incorporated by reference herein. -

2.. 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 reirnburs.ement basis for personnel anal program expenses in accordance with the rates shown on Exhibit A INDEPENDENT CONTRACTOR' s AGREEMENT- Over $ 100, 000
S.\ Developservicesdpt\ Agrs\ 24-25\ PWC Agreement -VG- AT.Docx Updated - October29, 2024
U
Pit

attached herein and incorporated by reference herein
not -to exceed EIGHT HUNDRED FIFTY- EIGHT THOUSAND

SEVEN HUNDRED FIFTY DOLLARS AND ZERO CENTS
858,750.00).

CITY will. pay CONTRACTOR within thirty ( 30) days after CONTRACTOR submits an itemized. invoice.

3. TERM. This Agreement is effective on the date first written above and unless terminated sooner, as set forth herein, terminates on- J_un.e 30, 2028. The obligations of CONTRACTOR to maintain accounting records and provide project access will survive termination of this Agreement as described herein.

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

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

6. 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.

7. 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 business tax certificate. (Bakersfield. Municipal Code Chapter 5.02.) where required.

7. 1 TITLE VI MANDATE AND CALTRANS DIRECTIVE. The parties to this contract shall, pursuant to Section. 21 J(a). of Title 49, Code of Federal Regulations, comply with all elements of Title VI. of the Civil Rights Act of

1. 964. This requirement under Title VI and the -Code of Federal Regulations is to complete the USDOT-No n-Discrimination Assurance requiring m INDEPENDENT CONTRACTOR' SAGREEMENTe 4
Over $of 9 c' 000 Pa 12 Q
100, S,\ Developservicesdpt\ Agrs\ 24-25\ PWC Agreement - VG-AT.Ddcx. ®RIC1 ii Updated — October 29, 2024
compliance with.Title.Vi of the Civil Rights Act of 1964,, 49 C. F. R Section50.3.

7. 2 No. person in the United States shall, on the grounds of race; color,:or national origin, be exclude from participation in, be denied the benefits of, or be otherwise subjected to discrimination under any program or -activitythat is the subject of this Agreement.

8. PROJECT ACCESS. CONTRACTOR shall allow the CITY, and BSCC or any authorized representative suitable access to project activities, sites, . staff, and documents at all reasonable times during the term of this. Agreement.

Access to program records will be made .available .by :CONTRACTOR for a period' of three ( 3) years following the end of this Agreement..

9. 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 the 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. .

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

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

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

13. KEY PERSONNEL. -CONTRACTOR shall name all key personnel to be assigned to perform the Scope of Work....All key personnel shall be properly licensed and have .the experience to perform the work called for under this Agreement. CONTRACTOR shall provide background for each of the key personnel inclu.ding, without limitation, resumes- and work experience performing work similar fo the Scope of Work. CITY reserves the• right to approve . key- personnel. Once the key personnel are . approved, CONTRACTOR shall not. change such personnel . without CITY' s written approval.

14. INCLUDED DOCUMENTS. Any bid documents, including, without limitation, special provisions and standard specifications and any Request for INDEPENDENT CONTRACTOR' S .AGREEMENT - Over $.100, 000 Pa~ s,wevelopsero esdge 5 of 1 pt\
Ocfobe 29;
Agrs\
2024
24- 25\ PWC Agreement- VG=ALDocx Q
fG rtl' il Updated -
Proposals, Request .for Qualifications and responses thereto relating to this Agreement are incorporated by reference as though fully set forth herein:

15. 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 -officer or key employee shall . hold -the -required licenses or professional degrees. If CONTRACTOR is a partnership, ot. least one partner shall .hold the. required licensees 'or professional degrees.

16. 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.

11. S8: 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 Section 1725. 5.

It is not. -a .violation of Labor Code Section 1771.. 1 for an unregistered contractor to submit a bid that is authorizedby Section 7029. 1 of - the Business and Professions Code or by Section 101.64;or 20103..5of the Public Contract Code, provided the contractor isregistered_ toperform public work pursuant to Section- 1725..5at the time the contract is -awarded. - The prime.- contractor. isrequired topost job. site -notices incompliance with Title 8 California Code of Regulations Section 16451.. This project. is subject to compliance monitoring and enforcement by -the Department ofIndustrial Relations.

18. NO WAIVER OF DEFAULT. The failure of any party toenforce against another party any provision ofthis .Agreement shall not constitute a waiver ofthat parfy' s. right to enforce such aprovision at a later. time and shall not serve to vary the terms of this Agreement. 19.

INSURANCE. 19.
1 Tvoes and Limits of Insurance.: In addition toany other. ins.urance or security required under this Agreement, CONTRACTOR must procure and maintain, for the duration ofthis Agreement, the types and limits of insurance below:(" Basic Insurance Requirements").. 19.

1.1 INDEPENDENT
CONTRACTOR'SAGREEMENT- Over $100, 000 S:\
Deveiopservicesdpt\ Agrs\24- 25\ PWC Agreement -VG-ALDocx UpdatedOctober: 29, 2024 Automobile liability insurance, providing coverage for O `
u Page
6 of 123 i—
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, 0.00, 000 per occurrence:

19.. 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 riot less than $ 1, 000,000 per occurrence.

The policy must: .
19: 1. 2. 1 Provide contractual liability coverage for. the terms of this -Agreement;

19. 1. 2.2 Provide products and. completed operations.
coverage;

19. 1. 2.3 Provide premises, operations, - and ` mobile equipment coverage.; and
1- 9. 11A Contain, an additional insured endorsement - in - favor . of CITY and its mayor, council, officers,
agents, employees; and -designated volunteers. .
1-9. 1. 3 Workers', compensation insurance with limifs .of not less than 1, 00010QO 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 1. 86.1,
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 node, and I willcomply with such provisions before commencing the performance ofthe
work ofthis contract. By
executing this. Agreerr ent, CONTRACTOR issubmitting thecertification required above. tAk

INDEPENDENT
CONTRACTOR'SAGREEMENT - Over $Im000 Page7ofI S:\
Developservicesdpt\ Agra.\24-25\ PWC AgreementVG-AT.Docx Updated — October 29; 2024. Ont.
011VALQ.

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

1. 9.2 General" Provisions Applyin_d to All Insurance Types.

19.2. 1 All policies required of CONTRACTOR must be -written on a first -dollar coveragebasis, or contain a ..deductible provision.

Subject` to CITY' s advance approval, CONTRACTOR
may utilize a .self - insured retention inany 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 orrequirementby anyone other than .the named insured or.by any, means including. otherinsurance orwhich isintended todefeat the intent
or protection of an additional insured.. 19.

2.2 All ; policies required of CONTRACTOR mu.stbe primary. insurance asto CITY and its mayor; council, officers, agents, . employees, or designated volunteers and any insurance or. selfinsurance maintained :by CITY and its mayor, council, officers,._ agents, employees, and. designated. volunteers must
be excess of: CONTRACTOR'Sinsurance andmust not contribute. with. it. 19..

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 Monager, but in no event' less than `A-Vll. Any deductibles, self -insured retentions, or insurance inlesser amounts, or lack of certain types. of insurance otherwise requiredby. this Agreement, or - insurance rated :below Best;'s A-: Vll, must. be declared prior to execution ofthis Agreement and approved by -CITY in- . writing, . 1:

9. 2A . The insurance required. inthis 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 anyrecovery on,any policy. 19.

2.5 Full compensation forall premiums which the CONTRACTOR 0m INDEPENDENT CONTRACTOWS AGREEMENT- Over $100, 000 Page 8of 12t- S.\ Developservicesdpt\ Agrs\24- 25\ PWCAgreement= VG-AT: Docx V r— Updated - October 29; 2024, OR/ GIm, r:7 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 allowancewill. be made therefor orfor additional premiums. which maybe required by extensions of. the
policies of insurance.

19. 2.4 It is further understood and agreed by CONTRACTOR that its liabilityto. CITY will notin be limited. to.or affected by the amount of insurance obtained and'. carried : by CONTRACTOR in.connection with this Agreement. 19.

2.7 Unless otherwise approved by CITY, if any part of the Scope of Work: issubcontracted, the Basic Insurance Requirements must be provided by, or on ' behalf : of, all subcontractors even if CITY has approved lesser insurance re.qu.irements for CONTRACTOR, and all subcontractors must.-agree' in writing to
be bound by the provisions ofthis section..` 20.

THIRD PARTY :CLAIMS. In the case of public, works contracts, CITY will timely notify CONTRACTOR- ofthird party claims relating. to .this. Agreement. CITY - shall be allowed to recover from CONTRACTOR,. and CONTRACTOR shall - pay on demand, all costs of notification. 21.

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 thern.or any of them, before administrative orjudicial tribunals of any, kind whatsoever, arising
s
out of.; connected with-, or caused by CONTRACTOR or CONTRACTOR` employees, agents; independent contractors, companies, or subcontractors in. the performance of, or in any way arising from, the terms and provisions ofthis Agreement whether or not caused inpart by.a .- party indemnified hereunder, except for CITY' ssole . active negligence .or willful misconduct. 22.

ASSIGNMENT. Neither this. Agreement - nor any rights, interests, . duties, liabilities, obligations orresponsibilities arising out of; concerning. orrelated in :
any way to this Agreement ( including, but not limited to,. accounts, actions. c.auSeS of action, claims, damages; demands:, liabilities; losses, obligations; or reckonings of any kind or nature whatsoever, for. compensatoryor exemplary and. punitive damages,. or declaratory, equitable or. injunctive. relief; whether based on .contract, ,equity; tort or other theories. o'frecovery provided forby the. common. or-statutory law) May be assigned or transferred by any party. Any such assignment. is INDEPENDENT CONTRACTOR' SAGREEMENT- over simoo0 Rage 9 of'1t M S.\ Developservicesdpt\ Agrs\ 24-25\ PWC Agreement- VG-AT.Docx r Updated - October29, 2024 'ORIGINAL' prohibited, and -shall be -unenforceable. and otherwise null and void without the need for further action by -the non -assigning party or parties.

23. ACCOUNTING RECORDS.. CONTRACTOR shall maintain adequate fiscal and project books, records, documents, and other evidence pertinent to CONTRACTOR' s work on the project in accordance with generally accepted accounting principles. Adequate supporting documentation shall be maintained in. such detail. so. as to permit tracing transactions from the invoices to the accounting records, to the supporting documentation:

These records shall be maintained for a minimum of three ( 3) years after the acceptance of the final grant project audit under the Grant Agreement projected to be June 30, 2028) and shall be subject to examination and/ or audit by the CITY, BSCC or designees, state government auditors or designees, or by federal government auditors or designees.

CONTRACTOR shall - make such books, records, supporting documentations, and other . evidence available to the CITY, - BSCC : or designee, the State: Controller' s Office,: the Department of General Services, the Department .of Finance, California State Auditor,. and their. designated -representatives during the course of the. project and for a minimum of three (3) years after acceptance of the final grant project audit projected. to be. June. 30, 2028). CONTRACTOR . shall provide , suitable facilities for access, monitoring, inspection,, and copying of books and records related to the. grant -funded. project:

24. 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.

25.- 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..

26. 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.

27. EXECUTION. This Agreement is effective upon execution. It 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.
pp
INDEPENDENT CONTRACTOR' S AGREEMENT`- Over $100, 000 Page 10 of12 S:\ Revelopserylcesdpt\ Agrs\ 24- 25\ PWC Agreement - VG- AT. Docx m M
Updated —. Oct ober29,. 2024 00RIGINAL!_

28. 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:

29. GOVERNINGLAW. The laws of the State of California will govern the validity of this Agreement and its interpretation. and performance. Any litigcition arising : in any way from this Agreement shall be brought' in Kern Counfy, California:

30. INTERPRETATION. Whenever the context so_ requires, the masculine. gender . includes the feminine and neuter, and the singular number includes. the plural
31: 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:

32. NON -INTEREST. No CITY officer :or employee shall hold any interest in this Agreement ;( California Government, Code section 10.90).

33. 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 BAKERS' FIELD
CITY HALL' NORTH.
1600 Truxtun Avenue
Bakersfield., California 93301
ATTN: Economic & . Community Development
3rd• Floor
CONTRACTOR: PSYCHIATRIC WELLNESS CENTER
8329 Brirnhall Rd.

Building. 800, Suite, 804
Bakersfield, CA 93312.
4 INDEPENDENT CONTRACTOR' S AGREEMENT - Over $ 100, 000 Pa9e-11 f l2- iT° Developservicesdpt\ Agrs\ 24-25\ PWCAgreement: VG=AT.Docx - Q Updated— October 29,.. 2024.: ORIGINAL -

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

TAX - NUMBERS. - -
s.

CONTRACTOR`
Federal Tax ID Number 82-3399836 CONTRACTOR
is. a corporation? Yes X No IN
WITNESS WHEREOF, the parties hereto have caused this Agreement tobe executed as of 'the, date first .written above: CITY". "
CONTRACTOR" CITY
OF BA /SFIELD PSYCHIATRIC . WELL SS. CENTER By.. .

By. KAREN
GO.H GANESH. ACHARYA Mayor
Chief Executive. Officer APPROVED
AS TO CONTENT: CITY
MANAGER'S OFFICE By:

C - CHRISTIA
CLEGG City
Manager APPROVED
ASTO FORM: VIRGINI '
NNARO City. Att
rey By: cc
rct , V GINIA
ENNARO. City. Attorney
Insurance: COUNTERSI
ED:

By: RAN
M
EEGAN Finance irector
A) Exhibit "
A" - Timeline. and BudgetB) Exhibit "
B" - City' s Request for Proposal Ake kp

INDEPENDENT
S

CONTRACTOR'
AGREEMENT- Over$ 100, 000 Pa a 12 of 5:\DevelopseMcesdpt\ Aga\ 24-25\ PWC . Agreement - VG -AT D' ocx. 9 4
Updated —
29, 2024 ORIGI` t11F, L.

October
Exhibit
A
m
ORIGI!VF,L,
Psychiatric Wellness Center-. 36 month Budget CATEGORY 1) Intensive Case Management Services
Item Units Rate Cost per year Total
CaseManager ( Intensive CM) 3 54,600. 163, 800 491, 400 Housing Navigator 0.5 47, 840 23, 920 71,760
Total: 187,720 . 563, 160
Taxes and: Benefits:(25%o of.payroll costs)"- 25% 46 930 140j790 TOTAL PERSONNEL COST 234650" $ 703, 950
ProgramSExpenses
Item Quantity, unit Cost Yearly"Cost TTotal z
p 0
0 TOTAL PROGRAM EXPENSES so $ 0
A
Item r Quanti_ty tJn t Cost Yearly Cost Tetai
Vehicle Lease_& Insurance 3. 575- TM $ 20, 700 82, 100
Accounting Fees 1 100 1, 200 31-600
Office Supplies 3 1 $ 100 3600' 10, 800
0 0
TOTAL OPERATIONAL EXPENSES 25,500- - $ 76,500
ern- Qu an`tty Unit C ost y tf Tota h
Client-Assistance;Fund- 135- 580 78,800
TOTAL MISCELLANEOUS EXPENSES 0 78,300 .

PROGRAM COS" To „ t,' a ` ' ' 26 , 9SQ 858a. 4 . S0 t
Workpflan and Timeline - Intensive Case Management: Justice -impacted Homeless -(Category 1)
Objective. # 1: Stabilize Housing
Conduct Case tWithin 48Wi#hin the firstBy the end of Year comprehensive iManager = ihours mon#h 1
assessments to iFist meeting i40% of clients 50%° of clients are in Ideterminet: housing will complete astatle housin
needs andf eli biia <. ,
g
9 t3+ 1 coin pre, By the end of dear
µ i r% assessnent 2 Periodic check ans
providing aftercare
support regarding
i Care
Secure safe; lCase jFirst 30 days sBy Month 3 ' ! By the end ofYear, permanent housingManager30°l0 of Clients ) It 5t3- 6Q°lo retention or clients and dare placed in ' rate for housing.
document any causes stable or By the end of Year
Hof housing. instability for ( transitional 12: Periodic check-ins intervention planning. housing, providing aftercare
j 8.y Month 6: , support regarding#he'
l ; 50% of clients jCare Plan,
have retained
housing or
i graduated from
transitional
Ehousing to
permanent
housing
Devslop 1nd v dual zedsCase Withinthe firs# 22Wt# hin the first£By the end of Year .} Care' Plans (1CPs) witl% Manager mee# ings 2 mee# ings 1 C- Wris-feel h"eartl clients, setting clear, iICP created ` 0% of clients ° and included intheir achievablesteps' for' ja ; participated Intailored care plan maintaining housing icreatmg and By the end of Year untlerstandin
52i _ Periodic check -ins 9
their ICP ; ' after care roudingregardProvidei
regular follow.. Case Weekly, bi- IBy Month 3. By the end of YearE pUPS to _support housing manager weekly, or 45% stability'
and andaddress Imonthly lattendance. rate I _
imeetings Psychiatric.

Wellness Center 20 (§ Tl M
r
0RIGINAI!.,
lbarriers'to maintaining depending on or follow- up o
6010 attendance rate'
housing. client necessity. meetings jin follow- up
land level _of jBy Month 6: meetings.

Icare. 65% By the end of Year
i attendance ratei2: Periodic checkAns
for follow- up roviding aftercare .
fineetings support regarding the..

Care Plan.

Objective# 2: Reduce Recidivism
Facil ta#e.. Case ': First meeting, IUlonth Al End of Year 1. connections with = i Manager- 48 hours F- Facilitate o% re offend rate mental health _. i. connections-` . End of,Year 2:
services, substance ; - for alh.clients % rb=offend "rate L use treatment =' Month_ 350
L
providers,- and.peer i
support
groupsE I
enrollment in E
ry
services Month6
enrollment
ini s±
NICeS - i s
Entl of,Year.` x
1: Shove a _ enrollment,
rateProvide
services. ' Case Weekly, bi- ! Month 2: ! End of Year1. that show compliance Manager I
weekly; or 80° l0 50% re= offend rate with
the conditions of monthly compliance l
End. of Year Two: client
probation ; meetings Month. 650- l 50% o re - offend rate j including jobdepending on .1. 70% s placement;
weekly check -
making "
ins
client ;
with necessity
compliance
and 1 End.

E
of Year probation,
and F level_ of care. , 1: 40% i
attending mandatory1 j 5 compliance classes
asstipulated in
individual plans, Psychiatric
Weliness Center . 214` i
m
r

CRICINAL,
I
ZollabbtAWWW' n. Month' End of
50% 0
job fairs
employment ----
offering .
s p6' ciff6aIIv, -
n g rnontfi--`. , -
I P: job
M
60 on
fair,"
ihdf:"' 6,.-,
e
from
End"
ongoing
oowi
ICM
Yd6rI'
Year Y
support su
secure, -
4 2".;
tailored wo rks" h6'p&s 6 ri, emp loyment . 60% secure
resume venting _and „ _: T
employment with
d' h' ck-iris. int ry V.perio 1Q, c e
providing`,aftercare
Support regarding,
the' Care, Plan....

Objective # 3:, Enhance Access to Behavioral Health and Substance Use:Treatment connettions. for.
60% of clients and
help navigate
access..

Month 3: 30%
enrollment in
services.

Month 6: 50%
attendance rate
for scheduled
Psychiatric Wellness Center
car6fbilow_U10S_rwith.;
pen . odic. contact
regarding :.', mental
substance
t
End of Year 1:

Show a 43%.
1 success rate for
substance use
reduction from
those enrolled. roled. in
lsubstanceiabuse programs.

By
the end of Year2:

Ongoing - after- care
follow- ups with periodic
contact kf
22 rn

OORIGINAL'
i treatment health and
sessions. substance use
treatment
progress _
k Arrange ru Case, Manager , Every- Month offer End ofYear 1` 60 } transportation session; " resources to ` 1 7n°!o of clients who.

I and weekly, b 10010 of clients -- accept k
appointment R $ weekly,'. , who schedule a transportation; e
1 reminders to ' month) #Y' ollovir u 4
p p services attend i
Improve k dePendln g a pp _ ointment follow u services t p attendance at , upon clle.nt xMonth 3 60% of By the end of Year treatment r° needs z € clj6n#% who, accefit 2 Ongo ng fte r sessions i1, ransportation care follow ups wl#h
ss r ,
services at#end i periodiccontact ,
a follow up services-.-, jegarding mental
Month ° _ 70 /o of: health and x
e clients wA 01,4clept substance use'
i. transportation treatment
fi iY , seniices attend progress
follow uservlc` es
Implement crisis Case Manager Within -the' Month 1: 50%, f End of-Year-1:
intervention. first two sign up for crisis 30% reduction in plans to assist i meetings - intervention plans hospitalizations and clients 1 Month 3 50%. crises that ended
have and; use., up in the justice
crisis intervention . system,
plans'.... , By the end of Year
i
I Month S 30- 50% Z Ongoing after
have and use i care follow- ups with
3 crisis intervention periodic contact.
plans- regarding mental
health and
a substance use
treatment
r progress.

Objective # 4: increase Clients' Independence and. Life Skills 4 ima i
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Refer cherirts to lifeCase Manager fwWithn the M. onth,2lnitate Tfe iEnd WYbarl 1a =
focused on. f based on the of clients, targetingy mprovement In budgeting, client' s v budgeting, report confidence. on in cooking, self care, : Individual Care maintenance,= and managing day ,to day . k anersoral Plans liersonal healthcare,. Masks and.an .

Psychiatric Wellness center 23 Ak -
OPIGINAL4
healthcare== ---- Monthv6 54°l0inCreased enrollment.
management ( retention rate for-- in
I
clip ntswho complete programs N> i
altfe skills courses orsBy, the end v#Year 2
programs flngoingafter: care
follow ups with;`
periodic .contact I
r
regarding health and -
r
1 . iiri`dependence " }
Conduct ongoing Case -Manager Every , Month 6 Assess ~' End of Year 1.- Show coin rehensive. session; Jimprovemer m a 40% improvement in assessments. and weekly, :bi- Independence scores independence scores adjust life skills weekly, gfor at -least 6.0% of for clients, using a training as clients monthly + clients, using a. standardized progress or face , depending. standardized: functional
new challenges. g upon p £ client functional assessment. needs assessment: By the :end of Year 2.

Show a 40 / 0
improvement in
independence .scores
ifor clients, using a
standardize_ d -
F functional .
j assessment. -
Provide Case Manaager Vlhthin the on Initiate End of Year resources and first month oca#ional or . 1V aintam a 50% refer',als for. , : based on the educational #raining retention°,rate._for l vocational training, ent' s for 70°l0 of clients clients wl3o begin employment Intlwidual CareMonth 6 4010 ducational or -
ervices, end r Plans ( retention ratefor vocational programs:. lesir clients_who tieg in y# ha end ofYear 2:
crease financla_I , l ie+ducational or Ongoing after care independence tvocationai follow ups with:

T programsperiodic°=con#act
regarding health and .
inoe en`den,
Objective # 5: Improve..Health Outcomes and Enhance: Qualitp of Life e4i ing
nsi
Perform aCase Manager Every session, Month 2 Establtsl7 a=End of Year -1 _ physical health lweekly, b , healthcare provad er, Doc
ssessment for = rweekly, relationship for 60 to improvement an clients'`; each` Acltent' to , k
ihealth ,assessments, -
Psychiatric Wellness Center.

OCRIGINAL
identify
im at nd
long;=term :health;
neetls and.
ualitY of;lfe i
depending.. upon' Month 4 Enroll 50% uvith reduced
client needs , Hof chests m .; ' em ergency room visits preventive lxealth '_ Viand improved health `:

Iprograms ( e: g , indicator`s
abetes By the end of _Year--
management, Ongoing after care i
smoking cessation) follow ups with''perr - dic
contact.regardmg
health and
i:. - :, rode endence...

Facilitate access Case Manager Every session; Month 1: Provide 80% iEnd -ofYear .l . .

O primary care.,. weekly, bi- 160% lof clients. with - average. dental services, weekly, iinformation to access ienrollment in and specialty monthly ' services.. services.
care providers. as depending uponlMonth. 3; Enroll 50% of .3By`the. end of needed and client needs ! clients in preventive Year 2: Ongoing iafter- care, advocate for 1health -programs. follow - clients while ups vi i#h periodic
helping -them
navigate the
contact regarding
health and
healthcare j independence.
stem.

Coordinate with : Case Manager ' Every session, IMonth- 1 50°10 of clrentsEnd of Year 1 healthcare- = weekly, br- ahave updates #o health -; DOcuTont.a 30°l0:
pro viders' to weekly, plans based; on health . improvement rn monitor health monthly outcomes _- iclients' health
outcomes and deponding uponM ) nth: 6- A.high , - : assessments, with. dtust care:;plans client needs + i
percentage,,":.70 r8 . ., reduced',-,
accordingly indivrdualizec! plans will ;.emergency" room ; have .been updated orvisits W and -improved'
adjusted based on, health indicators: -
various. health - ,- Bythe. end of - outcomes.::;
Year 2, Ongoing after'
follow ups, care
with.`periodic, contact
regardrng:_ health
and.; qndeendence.- Psychiatric
Wellness Center 25 :-" 9
t=

ORIGINAL'
Objective # 6: Foster Social Connections
Encourage and Case Manager; Within the
connect first month
participants to: F ', based on -;the
community client's
based social Individual.
groups, peer Care Plans
sPRO_ rt graups,
or`faith based x '. . -
organizations
Support family. Case Manager As needed
mediation or based on
reunification initial
services where. assessment
appropriate. and Individual
I Care Plane
month z - an I— End ofYearl
address the social Achieve `a 300 .. s
connection: needs of increase "in social
each client: support._netwoiks .

Month, 6 Have 50 6 of as:documented 5
clients participate in at ` $ by. client
least, one community feedback and m
p' teg#ation' activity social network :__ . _:_
assessments ,
End of.Year 2
i Ongoing after ; t
x care follow ups: .
with: periodic ''
contact regarding
health and
independence:

Month 1: 30% success End of Year 1:
rate with family W% success rate ,
reunification with. reunification
Month 6: 50% success services,
rate with reunification i.-End. of Year.2:
services Ongoing after-*
care follow-ups.
with - -periodic
contact regarding
health .family
Link clients to ; Case Manager Within the i .Month 1 80°l0 ofN End of Year 1 community first Month"i clients receive Achieve a 30%-' building - based on the information' about increase in social activities; such R client' s ° co.mmunityreso, urces support networks as group outings Individual Month as; documented
by -client .
feedback_and_"
social: network
assessments
By_"the end of.

Year 2 Ongoing: .
after care',followups.with periodic '
Psychiatric -Wellness Center 26_
m
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RIGINALa
Psychiatric Wellness Center 27
ORIGINAL!
Exhibit B
I
OORIGINA17

REQUEST FOR PROPOSAL
Commun-ity Vitality Unit— Homel--ess Services and
Prevention I nitiative
Intensive Case Management
B_AKERSFIELD
THE SOUND OFC5nwtAiNfaei{eY

CITY OF BAKERSFIELD
City Mariager's Office
Maria Stout I Administrative Analyst 111
4550 California Ave. Suite. 320 1 Bakersfield, CA 93309 Posted: Monday, October 7, 2024
Due: Monday, November 4, 2024
a.
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9ORICINO
Table of Contents.

Request for Proposals (RFP)- Part 1: Overview............ .............................. .................... ................... 1

1. 1 General Information ..........................................................................

1. 2 Questions and Technical- Assistance....:............................................................:.....................:............. 2

1.3 Introduction,..............................................................................................,........................-: 2

1. 4 Program Description .................. ............................. ................... .........,...........,,...,.......:.,.,. 2 15 Funding and Project Dates.................. ....... .........................................

RFP Part 2: Proposal Content and Requirements ................................................... ...... ...... 3 21 Proposal Content............................................................................................:........................:....,.,....., 3

2. 2 Additional Services.............................................................,...,...,,..,..,,.-..,... .....:...._.,......_ ..,.,..,.. 5

2. 3 Solicitation Caveat.................................................................. ....................... , ..,,.

2. 4 Services Provided by. the City...:.: .....................................,...,.. ,.,......:........., ....,......,.,...,,. ,:...,:.,. 5

2. 5 Indemnification and Insurance..................................................................... 6

2. 6 Form of Professional Services Agreement...............:..........................................,:.....,.,.,..,- 7

2. 7 Business Address .......................... ....... ................ .............. 7

2. 8 Addenda ........... :........................................ ............ 7

2. 9 Selection Process...................................................................... .,...,. ,.....,..,.,. ...,...... 7 Exhibit " A"
Independent Contractor' s Agreement ........................ .................... ......... 8 Exhibit „ B,,
Non -Collusion Affidavit to Be Executed by Contractor ........................ :..... .............. .. ..... . ....... 16 REQUEST FOR PROPOSALS ( RFP) PART 1: OVERVIEW

1. 1 General information
Open for Proposals: Monday, October 7, 2024
Application Due Date: Monday, November 4, 2024
How to Respond: To respond to this RFP, please submit 1 hard copy and 1 digital copy of your proposal to the following address:

Maria Stout I Administrative Analyst III
4550 California Ave. Suite. 3201 Bakersfield, CA 93309
Email:- mstout@bakersfieldcity. us
Phone: ( 661) 326- 3450
All envelopes/ shipping boxes are to be clearly marked as follows:

RESPONSE TO REQUEST FOR PROPOSAL

COMMUNITYVITALITY- INTENSIVE CASE MANAGEMENT
DUE DATE: This proposal has a_response period of 28: days; considering mail delivery and .holidays when calculating the response date. It is the sole responsibility of proposers to ensure timely receipt of proposals, as any responses received after the Due Date will. not be considered. Please note that the postmark date will not be considered as evidence of timely delivery. To be considered for this project, the proposal must reach the specified address, noted above, prior to 5: 00 pm on the closing date, indicated below.

Listed below are. specific and estimated dates and times of actions related to. this RFP. The actions with specific dates must be completed as indicated,. unless otherwise changed. .lf it becomes necessary to change any of the specific dates.and times, in the.calendar,of events listed below,.an addendum to the REP will be issued.

Distribution of _RFP ......................................................................................... October. 7, 2024 Proposal Virtual -Conference .............................................................. 1: 00 p. m. October 16, 2024 Microsoft Teams
Join the. meeting now
Meeting ID: 274188 590 882 Passcode:

GRi5dM Dial
inby phone 1872-
267- 6800„ 946305865# United States, Chicago Find
a local number Phone
conference ID: 946 305 865# DUE
DATE for Response........................................................ BEFORE 1:00 pm, November 4, 2024 Anticipated Notification of Final Selection ...... ............ .................... :...... :....... November 27, 2024 Olt o
oomr. INAIL

1. 2 Questions and Technical Assistance
Respondents. to the Request for Proposal ( RFP). are. specifically directed not to contact any. City personnel other than the contact. person indicated below. it is suggested that you send a single email inquiry if there are multiple questions concerning the scope of professional services required.

Maria Stout, Administrative Analyst III
Email:. mstout@bakersfieldcity: us 1 Phone: ( 661) 326-3450

1. 3 Introduction
The City of Bakersfield is seeking proposals from qualified organizations, to provide. intensive case management services for our Homeless Services and Prevention Initiative. This initiative aims to support individuals experiencing homelessness by.offering comprehensive, individualized support to help individuals achieve_ stability and self-sufficiency
1A Program Description
The City of Bakersfield' s Community Vitality Unit is committed to supporting the Homeless Strategic Action Plan in ( 1) reducing the number of people and families flowing: into the homeless system. of care ( 2) strengthen services to support the individuals and families who do experience homelessness; and (3) increase the number of individuals and families - who_exit.the homeless: system of care into permanent and stable housing: These efforts will also support ofThe Warm Handoff and Reentry Services Program by utilizing a, multi -modal intervention strategy targeting, known risk factors for homelessness and recidivism, including housingstability, employment, and mental health, with priority given to individuals willing, to participate in services thathave been subject to multiple: calls for service.

Under the direction of the Community Vitality Unit, the selected services provider will offer intensive and targeted case management services to a targeted population of individuals identified as chronically homeless with substance use and/ or behavioral health disorders: Intensive case management will be aclient-centered, highly personalized, and high -touch approach to support individuals with complex.needs. intensive case management will include but -are not limited to:

Comprehensive Assessment providing a detailed understanding of -each client's needs, including mental health, substance use, physical health,.and.housing. Assessmentshouidbeongoingtoadjust services ascircumstances change Individual
Care.Plans tailored to each client, addressing their specific barriers tostability, such as untreated mental health disorders, addition or chronic illnesses. Plans should establish realistic, achievable goals: Coordination
of Services . with, arange of services providers, including housing agencies, healthcare providers, mental health services, substance use treatment, employment services, legal aid, etc. Housing First Approach, prioritizing permanent housing without. preconditions andproviding wraparound services after housing issecured. Trauma -
Informed .Care, recognizing that chronically homeless individuals haveexperienced significant trauma; services should bedelivered in a .way that minimizes re -traumatization and promotes safety and healing Client Advocacy,:;
helping clients navigate complex systems like public benefits, housing applications and ensuring they receive the services they are entitled to. 2k
p

M RIGINO
Culturally Sensitive to the diverse cultural backgrounds ofthe clients,. respecting cultural differences and understanding how these- factors _influence client experiences and needs.

Regular.Monitoringgand Crisis Intervention to ensure they are making progress towards their goals and to provide timely intervention in crisis situations, such as health emergencies or risk of eviction. e
Building Life Skills for .independent living, such as budgeting, maintaining their home, and their personal °healthcare.

Collaboration with all service providers to -achieve stability and improving the client' s quality of life.

Under the intensive case management model, dedicated case managers will work closely with a small caseload of clients.

The. proposed organizationwill maintain acaseload of no more than fifteen clients per case manager; vuith:atotal of three case managers. Case Managers will provide intensive case managementto each client. for up to twelve months, with an additional twelve months of periodic check=ins to provide after --care support. 1:

5..Funding and Proiect. Dates The
city is proposing a-36- month agreement. Final award amounts may be lower than requested. The services tobe administered bythe selected contractor willbe paid for With Department ofJustice federal grant funds. This will require that procurement. complies with Local,. Federal, and State laws. The Federal and State regulations and guidelines require that all contracts, with- _ independent contractors for,projects using these funds; adhere to all applicable - requirements relating but not limited tonon- discrimination, equal employment opportunity, training and business opportunity, and non -segregated facilities. The - city isnotliable for any pre -contractual expenses incurred by prospective vendors; including but not limited to costs incurred in the preparation or submission of proposals. RFP PART 2 PROPOSAL CONTENT, ANDREQUIREMENTS 2.1
Proposal Content The selected
contractor must demonstrate aclear capacity to meet City requirements for timely service and list response times for each service. The proposing contractor must demonstrate the ability to meet City, insurance/ bonding requirements. The proposal should respond to the RFP requirements and. reflect an itemized fixed fee for each of the services, to beadministered by the proposed contractor.

The RFP response : must be accompanied byacover letter and signed by someone authorized to represent the contractor in this solicitation. The proposal must consist of the following required parts; any missing part will prevent the application from submission: Applications that donot answer all questions will, not score well in the_ review process.

The following
items/ content must beincluded in theproposal; 1. Name
and Contact Information of.Organization 3 9QRIGINO

2.. Organizational Overview ( 5 points):
a. Description of the organization' s history, mission; and experience in providing case management services.
b. Provide an overview of organization' s staffing, including qualifications and experience of key personnel

3. Approach and Methodology ( 25 points):
a. Detailed description of the proposed approach to providingintensive case management services. b.

Description of assessment tools and methods for documentation anddeveloping individualized,service plans. c.

Provide plan for coordination with local service providers and - community resources. 4.

Work Plan and Timeline (25 points): a.

Proposed work plan outlining key activities, milestones, and timelines. b.

Describer how the organization will manage and monitor proposed services.. 5.

Evaluation and. Reporting ( 15 points): a..

Description ofthe proposed evaluation framework and key performance indicators. b.

Provide plan for. data collection, monitoring andreporting.. c.

Provide anoverview ofthe.plan to measure theimpactof. theproject. What changes do you expect tosee in knowledge, attitudes; behaviors, skills, etc. of participants? d.

If the change can be measured, how will these changes be measured thinking skills tests, drug tests, etc.)? e..

When, and by whom, °'will this. data be collected? f.

If this is a current program, provide .current outputs and.outcomes. Describe how these outcomes support the proposed program. 6.

Insurance 7.

Organization Resumes and References ( Spo. ints) Your
organization must present resumes or biographical narratives for your key service delivery team. members who will be responsible for providing Intensive Case Management and supportive services. Your organization should also identify who would be ultimately responsible fo.rthe management of -these services for the City and authorized tosign s two- party agreement with the City. Please provide, afinal list; and background inabout, your key team members and their responsibilities. Include alist of current. and former clients for which your organization provided similar services. . 4
m
ti
r 00RIGINA0

8. Budget (10 points)
Your budget should be consistent with your narrative and work plan, making it clear how each of the activities will be funded. The budget will cover a 36 month period and all expenses must be listed -and. directly chargeable to the grant. When estimating costs, please show your calculations by including quantities, unit costs and other details. Only include grant funded expenses in the budget descriptions.
a. Budget line items may include Personnel, Payroll Taxes & Fringe, Contract Services, Travel, Training, Office Expenses, Program Expenses, and Other Expenses. Not all line items need to be -used.

2. 2 Additional Services
The City may request the Contractor to perform additional professional services that are not listed in the RFP. At the..direction -of the City and after written authorization, Contractor agrees, to render other services which shall include mutually agreed upon terms and. conditions, including payment provisions. If the need for additional --services is -caused by error, omission, or negligence by the selected -organization or persons employed by the selected organization or is required by this request for quotes/ rates; the Contractor .shall render the directed additional services without additional charge or cost to the City.

2. 3 Solicitation -Caveat
Theapplicant understands and agrees the City of Bakersfield shall have nofinancial- responsibility for any costs incurred by the selected organization inresponding tothis Request for Proposal and shall not be liable toany proposer for costs attributed tothe design ofthe project until the proposer has executed acontract with the City of Bakersfield and been authorized in -writing toproceed. The City of Bakersfield reserves the right to terminate this Request for Proposals after three days' notice to all prospective proposers. The
submission of a proposal shall be conclusive evidence that the organization has.investigated and satisfied themselves as to.the conditions tobe encountered, the character, quality, and scope of work to be performed, and the requirements ofthe City -of Bakersfield. 2. 4 Services Provided by the City The
City will provide Staff assistance by appropriate City personnel and the items listed below in support ofthe selected organization's professional services; however, the selected organization shall be responsible forthe evaluation ofall information supplied bythe City. 2. 5 Indemnification and Insurance The
selected. Contractorwill berequired toobtain and maintain insurance asacondition ofthe award M of this agreement, and the 'Contractor' s proposal shall state that the Contractor shall obtain. the following in accordance with the terms of the agreement:

1. Professional liability insurance, providing coverage on an occurrencebasis for errors and . omissions with limits of not less than One Million Dollars ($1,000, 000) peroccurrence. 2.

Automobile liabilityinsurance, providing coverage on an occurrence basis for bodily injury, including death, of one or more persons, property damage andpersonal injury, with limits of not less than One Million Dollars ($1,000, 000) per occurrence. 3 Broad form commercial general liability insurance, providing coverage on an occurrence basis for bodily injury, including .death,:ofone or more persons, property damage and personal injury, with limits of not less than. One Million. Dollars ($ 1,000,

4. 0.0.0) per occurrence; and
Workers'
compensation insurance withstatutory limits and employer' sliability insurance with limits of not less than One .Million Dollars ($1,000, 000) per accident. Except for professional liability, theliability policies shall co.ntainan additional insured endorsement . infavor of the City, its mayor, council, officers, agents, employees, and volunteers. - The workers' compensation policy -shall contain a waiver of subrogation endorsement infavor of the City, its mayor, council,- officers, agents, employees, and volunteers. Insurance is tobe placed with insurers with aBests' rating of no less than A: VII. This requirement may be waived at the City' s sole discretion. Except for
professional liability, all .policies- required of the Contractor hereunder. shall -beprimary insurance as respects the City, its mayor; council, officers, agents, employees and volunteers and any in or self- insurance maintained by the City, its mayor, council, officers, agents, employees, and volunteers shall beexcess of the Provider' s insurance and shall not contribute With it. . The automobile liability policies shall,provide coverage for owned, non -owned and. hired autos. The - liability policies shall provide .contractual liability. coverage fortheterms ofthis Agreement. All policies shall contain an endorsement providing theCity with thirty (30) days'. written notice of cancellation or material change in: policy language or terms. All policies shall provide. that there, shall be continuing liability thereon, notwithstanding any recovery on any policy. The .insurance, required under this .Agreement shall be maintained until all work required to be: . performed under the terms of this Agreement is completed to the City' s satisfaction. The Contractor shall furnish the City Risk Manager with acertificate of insurance and, if requested, copies of endorsement or allinsurance policies evidencing the insurance required under this Agreement. Any deductibles, self -insured retentions orinsurance in lesser amounts, orlack of certain types ofinsurance otherwise. require.dbythis agreement of Contractor, must be declared to, and approved by the City. . However, unless
otherwise approved by the City, if any part of the work under this Agreement is subcontracted., the " basic insurance requirements" setforth hereinabove shallbeprovided by or on behalf of all subcontractors, even iftheCity has approved lesser insurance requirements for'Provider.. 6r

ORIGINAL,
The Provider shall be responsible for determining and guaranteeing all subcontractors are insured as set forth in this paragraph.

All costs of insurance required under this Agreement. shall be. included. in the Provider' s bid, and no additional allowance will be made for. additional costs which may be required byextensionof, theinsurance policies.

Ifthe :Provider fails tomaintain adequate insurance coverage as required by the terms of the agreement, then the City of Bakersfield shall have. the rightto terminate the provider' s contract. 2:
6 Form- of. Professional Services Agreement Exhibit "A" is substantially the form of the Professional Services Agreement, which the successful proposer is expected. Prospective providers shall be notified ofmajor changes to. this Request for. Proposal orthe proposed Professional Services Agreement by addenda.. 2.7 Business Address Proposers shall furnish
the ;City with. their business street address. Any communications directed eitherto theaddress sogiven orto the address listed on'thesealed proposal container and.deposted IntheU.

S. Postal Service by certified mail shall constitute alegal serv'iice thereo# uporrtheproposer. . 2.8 Addenda Addenda - issued by
the City .interpreting or changing any of the items in this RFP; including all modifications thereof, shall beincorporated in=the proposal. The proposer shall sign and date the Addenda - Cover and submit them with their proposal or deliver them to the City Manager' s Office. ifthe provider has previously submitted. this proposal tothe City Manager' s Office: 2.9 Selection Process All proposals received
by thespecified deadline willbereviewed bythe Cityfor content, fee schedule, . staffing, the proposed work program, andthe.phasing of tasks as wellas overall compliance with this- RFP. Informal interviews may be conducted as part ofthe final selection process. The.pr"oposer or . proposers selected -by theCity, will be recommended to the City Council, but the Council is not bound to accept the recommendation or award the work to the recommended proposer. The City reserves the right toreject all proposals and to waive' in.formalities and minor irregularities in any proposal received. The City reserves the right toselect the -proposal- or. proposals , which, in its sole judgment, best, meet. the needs of the City...Pursuant` to Government - Code Section 37103, contracting with a proposer that is highlyand technically skilled intheir profession may properly be made bya musicipaIity- without competitive. bidding. Therefore, the -selection shall be made based on demonstrated competence and ontheprofessional qualifications of theapplicants that can beperformed at a fair and -reasonable price to the City. 7 s— m

ORIGINAL
ADDENDUM - NO. 1

COMMUNITY UNIT - HOMELESS SERVICES

AND PREVENTION INITIATIVE INTEN SIVE CASE MANAGEMENT
Original Proposal Due Date: Novem'ber4, 2024, at 1001 p.m.

Revised. Proposal _Due Date: ' November 18, 2024, at-1:00 P. M.

ADDENDUM NO. I. for RFPfor-Community Vitality Unit - Homeless Services and Prevention .1 nitiatIV6 - Intensive Case Management :is' contained herein.' birecf questions for clarification of this Addendum to:

Maria Stout, Administrative Ahalysf
Telephone:. 661- 326- 3450
E- Mail: rnSfout@bakersfieldcity. us

BAKERSFIELD
RFP FOR COMMUNITY VITALITY UNIT — HOMELESS SERVICES. AND PREVENTION . INITATIVE —

INTENSIVE CASE MANAGEMENT
Date: October.25,. 2024
ADDENDUM NO. 1
This Addendum supplements modifies changes, deletes from, or adds to the original bid documents for the project noted above and is . hereby made a part of the proposal -documents and any resulting contract documents.

This Addendum, consists. of THREE ( 3) PAGES. - Please note the following supplements/ changes as they pertain. Deletions are identified by-6#rilEethF9ygl4- font; additions are identified by italicized. red font.

1. 4 Program Description
The City of Bakersfield.' s Community Vitality Unit is committed to supporting the Homeless Strategic Action Plan in ( 1) reducing the number.of people and :families flowing°into the _homeless -system of care ( 2) strengthen services to support the individuals and families who do experience homelessness; and (3) increase the -number of individuals and fare es exit the homeless system of care into permanent and stable housing. These efforts will also support The Warm Handoff:and =Reentry Services Program by utilizing a multi -modal intervention strategy targeting known risk factors for homelessness and recidivism, including housing stability; employment, and mental health, with priority given to individuals willing to participate in se that have been subject to multiple calls for service.

Under the direction of the Community Vitality Unit, the selected services providerfsj will offer intensive. and targeted case management services to a targeted population of individuals identified as justice impacted and/ or chronically: homeless wifih substance use and/ or behavioral health disorders.`
Provided Intensive case., management will be a client-cenfiered, highly personalized.. andhigh- touch approach tosupport individuals with complex needs. Intensive case management : will include but are not. limited to: Comprehensive
Assessment providing adetailed understanding ofeach client'sneeds, including mental health,. substance use, physical health, and housing. Assessment should be ongoing toadjust services as circumstances change Page. 2of 4o--
rn ORIGINAL®
Individual Care Plans tailored to each client, addressing their specific barriers to stability, such as untreated mental health disorders, addition or chronic illnesses. 'Plans. should. establish;realistic;.achievable .goals.
o Coordination of Services with a range of services°providers, including housing agencies, healthcare providers, mental health -services, substance use treatmentemployment services, legal aid, etc.

Housing First Approach, prioritizing permanent housing without preconditions and providing wraparound services after housing is secured.

Trauma -Informed Care, recognizing that chronically homeless individuals have . experienced *significant trauma, services should be delivered in a way that.minimizes re - traumatization and_.promotes safety and healing
Client Advocacy, helping clients navigate complex systems like public: benefits, housing applications and ensuring .they receive the services they are entitled to.

Culturally Sensitive to the' diverse cultural backgrounds of the clients, respecting cultural differences. and understanding how fhese jfactors_influence client experiences and needs.

Regular Monitoring and Crisis Intervention to ensure they are making progress towards their. goals and to provide timely intervention in crisis situations., such as health emergencies or risk. of eviction.

Building Life Skills forindependent living, such as budgeting, maintaining their home, and their personal. healthcare.

Collaboration with all service providers to achieve stability and improving the client' s quality of life.

Attend community, City, and other meetings crucial to .the effectiveness of the prograrra, as directed by the Community Vitality Unit.

This RFP covers two separate but similar service categories that proposers con. submit- for Intensive Case -Management Services and Warm Handoff and Reentry Intensive Case management Services. ** Proposers,may choose to.submit°for one or both categories.

Category]. Under the intensive case management model, dedicated case managers will work closely with a small caseload of clients. The proposed organization will maintain. a caseload of no more than fifteen clients per case manager, with a total of three case maInagers.`Case Managers will provide intensive case management to each client for up to twelve months, with an additional twelve months of periodic check -ins to provide after -care support.

AND/ OR -
Category 2. The proposed organization will provide two '(2) Case managers and maintain caseloads of up to 35 active individuals. Case managers will provide warm handoffs and reentry. case management services to targeted individuals
Disclaimer. All organizations submitting proposals.will be considered equally, regardless of whether they choose to apply for one or both parts of the requested services. Organizations naysubmit a proposal for either part individually orforboth parts combined, and-each.proposo -will beevaluated independently onits own merits., Page
3of 4 BRIGINAL

2. 1 Proposal Content

7. Organization Resumes and References ( 5 points)
Your organization must present resumes or biographical narratives for your key service delivery team members who will be responsible for providing Intensive Case Management and supportive_ services. Your organization.should-diso identify who would be ultimately responsible for the management of these services for the City and authorized to sign a two-party agreement with the City. Please. provide a final list, and background information about your key team members and. their responsibilities-] a list of current and former GUARU for cities, counties, or other special units.which your organization has partnered with to provide similar services.

END OF ADDENDUM NO.. 1
s/ Maria Stout, Administrative Analyst
Firm:

By:

Signature
Date:

Please sign and attach this form to your completed proposal to acknowledge receipt of Addendum # 1.

ORIGINAL'
ADDENDUM NO.. 2
COMMUNITY VITALITY UNIT —.HOMELESS AND
PREVENTION INITIATIVE - INTENSIVE. CASE MANAGEMENT
Original Proposal Due Date: November. 18, 2024, at 1. 00 p.m. i Revised Proposal: Due Date: December 4, 2024, at 100 p. m.

ADDENDUM NO. 2 .for RFP for Community, Vitality Unit - Homeless Services and Prevention Initiative Intensive Case Management is contained herein. Direct questions for: clarification of this-Addentlum' to:

Jamie Achterberg, Assistant to the City Manager
Telephone: 661- 326- 3442
Email: iachterberg(ftakersfieldcity. us

d Oft
W

BAKERSFIELD
THE SOUND OFCSaWWPJ9e* r
RFP FOR COMMUNITY VITALITY UNIT— HOMELESS SERVICES AND
PREVENTION INITATIVE — INTENSIVE CASE MANAGEMENT
Date: November 22, 2024
ADDENDUM NO. 2
This Addendum supplements, modifies, changes, deletes from-, or adds to the original bid documents. for the. project noted above and is hereby made a ,part of the proposal documents and any resulting contract documents.

This Addendum has-been issued to provide clarification regarding the proposal submission process for the two separate. programs: (Category "1 and Category-2) outlined in the RFP and Addendum No. 1. This addendum specifies the requirements for addressing_ each program -individually to ensure clarity and completeness in submissions. Proposers are. advised to review the updated guidance carefully to ensure their proposals meet the outlined expectations:

This addendum isbeing provided to all proposers who initially responded to the RFP-to ensure a fair and transparent process for all participants.

This.Addendum consists of SIX (6) PAGES. Please note the following supplements/changes as they pertain. Deletions are identified by etr-ike#hrOUg# font; additions are identified. by italicized red font.

1. 4 Program. Description
The -City of Bakersfield' s Community Vitality Unit is committed to supporting the Homeless Strategic Action Plan in ( 1) reducing the number of people and families flowing. into the homeless system of care ( 2) strengthen services to support the individuals and families who do experience homelessness; and .(3) increase the number of individuals and families. who exit the homeless system of care into permanent and - stable housing. These efforts will also support The Warm.Nandoff and Reentry Services Program by utilizing a multkmodal intervention strategy -targeting :known risk factors for homelessness and recidivism, including housing stability, employment, and: mental health, with priority given to individuals willing to participate in services that have been subject to multiple calls for service.

rORIGINAL
Under -the direction of the Community Vitality Unit, the selected services: provider(s) will offer intensive and targeted case management services to a targeted population of individuals identified as justice impacted and/ or chronically homeless with substance use. and/ or behavioral health disorders.

Provided Intensive -case management will be a client -centered, . highly personalized, and high -touch approach -to .support individuals with complex needs. Jntensive. case management will include but are not limited to:

Comprehensive Assessment providing a detailed understanding of each client's needs, including :mental. health, substance use, physical health, and housing.

Assessment. should be ongoing to adjust services as circumstances change Individual Care Plans tailored to each client; addressing their specific barriers to stability, such as untreated. mental`health disorders, addition or chronic illnesses. Plans should -establish realistic, achievable goals.

Coordination of Services with a range ofservices providers, including housing. agencies, healthcare -providers, mental health services; substance use treatment, employment services, legal aid, etc.

Housing First Approach, ' prioritizing permanent housing without. p"reconditions and.

Providing wraparound services. after housing is secured.

Trauma- lnformed. Care, recognizing that. chronically- homeless. individuals have experienced significant -trauma,- services should be delivered in away that minimizes retraumatization. and promotes safety and healing Client Advocacy, helping clients navigate complex systems like public benefits, housing applications and ensuring they receive the services they are entitled to.

Culturally:Sensitive to the diverse cultural backgrounds of the clients, respecting cultural"differences: and_.understanding how these:factors influence client experiences and needs:

Regular_ Monitoring and Crisis Intervention to ensure they are. making. progress . towards-their.goals and to provide timely intervention in crisis. situations, such as health emergencies: or risk of eviction.

Building. LifeSkills for independent living,, such as budgeting, maintaining their home, And -their personal healthcare.

Collaboration with all service providers to achieve stability and improving the client' s quality of life.

Attend community, City; and other meetings crucial to the effectiveness of the program, as directed by -the Community Vitality Unit.

This RFP covers two separate but similar service categories that proposers' can submit for. Intensive Case Management -Services and Warm Handoff and Reentry Intensive Case Management Services. ** Proposers may choose to submit: for one or both categories. " Proposals must clearly indicate whether the proposer is submittingfor Category 1, Category2, -or both Categories. -
Category 1: Under the intensive. case -management model, dedicated case managers will work. closely.with. a small caseload of clients. The proposed organization will

81;
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maintain a caseload of no .more than fifteen clients .per case manager, with a total of (3) . three. case managers. Case Managers. will provide intensive case management to each client for op4o a. period of twelve months, depending on the rate ofprogress towards. developing. self-sufficiency, with;an additional twelvemonths of periodic check -ins to provide after -care support: Immediate contact -will be made with the client once assigned and.the. Case Manager -will have an in -person connection with each new client within 48 hours. Case Managers will develop individualized Service Plans for each client, which will be a living document that is updated as goals are met and service connections are -made. The 'Case Managers: will maintain consistent contact with each client during the active phase of the intensive case management. model AND/ O.R
Category2. The. proposed organization. will provide two (2) FTE Case. Managers to work with the target population and maintain caseloads of up to 35' active individuals with case managementzervices. Case managers Will provide: warm handoffs and:
reentry case management_ services to targeted individuals. An additional0. 5 FTE Case Manager position will be -dedicated to focusing. on individuals with low needs and providing; after --care- support: Active ease management service will be provided for a Period of 92 months,. and an additional 12'months of after --care follow-up with periodic contact. Case Managers will develop individualized -Service Plans for each client, defining. personal goals and outlining the individual's unique needs- and appropriate supportive services to address those needs. -
Disclaimer:. All organizationssubmittin: g proposals will be: considered' equally, regardless of whether they choose to apply for one or both; parts of the requested services. Organizations may submit_ a proposal for either part individually or for both parts combined, and each proposal will be evaluated independently on its own merits.

2. 1 Proposal Content
The -selected contractor- must; demonstrate a_clear capacity to meet :City requirements for timely service and list response. times for each service. The proposing. contractor must: demonstrate the ability to.meet City insurance/ bonding requirements. The proposal should respond to the UP -'requirements and reflect -an itemized fixed. fee .for each of the services to be administered by the proposed .contractor. The RFP response must be accompanied. by a -cover letter and signed by someone authorized to represent the contractor in this solicitation.

The proposal must consist: of the following required parts;' any missing part will prevent the application from submission.. Applications that do not answer all questions will: not score well in the review process.

The following..items/ content must be -included in -the -proposal:
1:. Name and Contact Information of Organization

y

ORIGINAL

2. Organizational Overview ( 5 points):
a. Description of the. organization' s history,_ mission, and experience in providing .case management services.
b. Provide an. overview of organization' s staffing; including qualifications and.experience of key -personnel.

3. Approach and Methodology ( 25 points):.
a. Proposers submitting for both Category 1 and Category 2 should provide an Approach and Methodology for each. Category. b. Detailed description of the proposed approach -to providing intensive case management services.
c. Description of assessment tools and methods for documentation. and developing. individualized service plans.
d. Provide plan for coordination with local service providers. and community resources.

4. Work Plan and Timeline ( 25 points):
a. Proposers submitting. for both Category I -and Category.2.should provide a Work Plan_ and Timeline for each Category.
b. Proposed work plan outlining key activities, ,milestones, and timelines. c. Describef how the organization will manage and monitor proposed services.

5. Evaluation and Reporting ( 15 points);
a. Proposers submitting for both Category 1 and Category 2 should. provide -Evaluation and Reporting for each Category:
b. Per grant requirements, proposers for_Category 1 should be prepared to report:
1) Number of justice -impacted homeless -individuals that received intensive case management:.
2) Percentage_ of individuals that received behavioral health. treatment.
3) Length of engagement with individuals before they were placed into temporary housing.
4) Percentage of individuals that'did not reoffend after being placed into temporary fiousing.
c. Per grant requirements, proposers for Category 2 should be prepared: to report:

1.) Number of individuals exiting an institution that were served by reentry case -management.
2) Number of -individuals that completed their participation in the program.
3) Percentage -of individuals that did. hot.reoffend..
d. Description of the proposed evaluation framework : and key performance indicators:

m
r
e.:

Provide
Provide plan for data collection,. monitofin gand reporting. f. an overview ofthe plan to measure the impact ofthe project.

What changes do you. expect tosee an knowledge,, attitudes, behaviors, skills, etc: of participants? g.

Ifthe change. can be measured, howwillthese, changes be measured ( thinking skills.tests, drug tests, etc.)? h:

When;
If
and
this is a'
by
current program,
whom 'will
provide
this data `
current
be collected.
outputs
i.
and outcomes. Describe
how these outcomes support theproposed program,: 6.

Insurance 7.

Organization Resumes and: References (5points) a..

Proposers submitting for both .Category 1, and Category 2should . provide Resurnes' and :References for each Category. Your
organization must present. resumes or biographical narratives for your key service, delivery team members who will be responsible for.providing Intensive Case Management and -supportive services. Your organization should also identify who wou1d. be ultimately responsible forthe management ofthese services. for the City and authorized tosign a two- party agreement with `the City_ Please provide a.final list; and background: information; about your key team members and their. responsibilities. . Include -alist of -current and former cities; counties, or other special units which your organization has partnered with to provide similar services. 8.

Budget ( 10 points) a.

Proposers submitting for both Category 1and Category 2should provide a' Budget: for each Category.- Your
budget should be consistent with. your narrative and work plan, making i# clear' how each of, the -activities will be funded: The, budget will cover a.36 month period and all expenses must be listed and: directly chargeable tothe grant. When estimating. costs, please show:your calculations -byincluding' jquantities unit costs anid other details., -Only, include grant funded expenses. inthe budget descriptions.

Budget __
line items may include Personnel, Payroll Taxes &. Fringe, . Contract Services, Travel,. Training, Office Expenses, Program Expenses, and Other. Expenses.

Not,all line items need tobe used. 9®

RIGINAL

Policy Number: 57SBABC3GAP Date Entered: 2/ 4/ 2025
acoRo CERTIFICATE OF LIABILITY INSURANCE DATE( MMIDDIYYYY) 12/ 15/ 2024 .

THIS CERTIFICATE IS. ISSUED' AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS 1UPON THE CERTIFICATE, HOLDER. THIS CERTIFICATE - DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER - THE COVERAGE AFFORDED BY THE _ POLICIES BELOW.

OR
THIS -CERTIFICATE OF . INSURANCE- DOES NOT CONSTITUTE- A CONTRACTBETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE 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 SUBROGATIONS WAIVED, Subject to the terms and conditions of the policy, certain policies may require an .endorsement Astatement on this certificate does. not confer rights to the certificate holder in -lieu of.such endorsemerit( s). PRODUCER Prevail
Insurance Management Services 4202
Douglas Boulevard Suite
300 NAMWN
E: James Nicolai Account ExecutiveC
No : ( 916) 745- 8800 C; No): (916) 7454904 rqWAML
S: INSURER( James@prevailims. com ADDRES
S) AFFORDING COVERAGE NAIC # Granite
Bay, CA 95746 Hartford
Y Underwriters Insurance Com P. an INSURERA: : 30104 INSURED .

Kem Psychiatric Health, and Wellness Center, Inc. INSURERB: INSURER Ganesh Acharya 8329 C : Mr.

Brimhall Road, Building 800 INSURERD: Suite
803 & 804 Bakersfield,
CA 93312- 2243 INSURERE:

INSURERF: "

COVERAGES
GtK IIFIUA C' NUMlStK: REVISION NIIMRFR- 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 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. LTR

TYPE OF INSURANCE INSD WVD POUCY NUMBER M/ DD MIDD LIMITS A

COMMERCIAL

GENERAL LIABILITY CLAIMS
MADE OCCUR. General
Liability 57SBABC3GAP 12/ 15/2024 12/ 15/ 2025 EACH
OCCURRENCE 2, 000, 000 PREMISES
Ea occurrence 1, 000, 000 - MEDEXPI(
Any 'one person) 10, 000 PERSONAL &
ADV INJURY 2, 000, 000 GEN'
L AGGREGATE LIMIT APPLIES PER: POLICY
JET LOC OTHER:-

GENERAL
AGGREGATE" 4, 000; 000 PRODUCTS -
COMP/ OPAGG 4, 000, 000 , A

AUTOMOBILE

LIABILITY ANYAUTO
OWNED

SCHEDULED AUTOS

ONLY AUTOS HIRED
AUTOS
ONLY' AUTOS ONLYY 57SBABC3, GAP 12/ 15/ 2024 12/ 15/ 2015 - C' jM$ accident Ea2, 000; 000 BODILY
INJURY (Per person) ` BODILY
INJURY eraccident peraccidentP)

UMBRELLA
UAB. EXCESS

LIAR HCLAIMS- MADE OCCUR

EACH OCCURRENCE AGGREGATE
DED
RETENTION' $ WORKERS
COMPENSATION. AND
EMPLOYERS` LIABILITY Y / N ANY

PROPRIETOR( PARTNERIDEGUTIVE OFFICERIMENBER
EXCLUDED? Mandatory
in NH) If
OF
yes, describe under DESCRIPTION
OPERATIONS below N,/
A STATUTE .

ER . E.

L. EACH ACCIDENT E.

L. DISEASE - EA EMPLOYEE E.

L. DISEASE- POLICY LIMIT DESCRIPTION
OF OPERATIONS / LOCATIONSI VEHICLES' (ACORD 101, Additional Remarks Schedule, maybe attached if more space Is required) The Business Liability Coverage Part includes a Blanket Additional Insurned by Contract Endorsement, Form SL 30 32 and a Waiver of Rights of Recovery ' Waiver of Subrogation). The
City of Bakersfield,slisted as -an additional insured for on the GL policy above. Separate' endorsements will follow from the carrier. CERTIFICATE.

HOLDER CANCELLATION City
of Bakersfield SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, : NOTICE WILL BE DELIVERED IN 1600.

Truxtun Avenue, ACCORDANCE WITH THE POLICY PROVISIONS. Bakersfield, CA 93301 AUTHORIZED
REPRESENTATIVE - James
Nicolai ACORD
25 (2016I03) V
lVtft$, LUIO AGUKU. UUKPUKi kkiON. All rights, reserved. The.

ACORDname and logo are registered marks of ACORDIU 9 Tn C7

GRIGINAL
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

THE 2

HARTFORD
ADDITIONAL INSURED - DESIGNATED PERSON OR;ORGANIZATION
This endorsement modifies insurance provided under the following:

BUSINESSLIABILITYCOVERAGE. FORM Except
as otherwise stated inthis endorsement, the terms and conditions ofthe Policy apply. A.

The following is added to Section C. WHO IS AN INSURED: Designated Person Or Organization a.

The person (s).or- organization(s) shown inthe Declarations as Additional Insured — Designated " Person Or Organization is also, an additional : insured, but. only with respect to. liability . for "bodily injury. "property . damage" or "personal and. advertising injury" caused, in whole or in part, : by your acts or omissions orthe acts or, omissions ofthose acting on your behalf: 1)
In the performance of your ongoing operations; or 2)
In connection withyour premises owned by or rented toyou. b.

If coverage provided tothese additional insureds isrequired by a written contract or written, agreement, or when required by a' written permit issued by a state or governmental agency or subdivision or political subdivision, the insurance afforded tothese additional insureds will "not be- broader. than that which you are required by the contract, agreement, or permit toprovide for these additional insureds. c.

The insurance afforded tothese additional insureds only applies tothe extent permitted bylaw. B.

With : respect to the insurance afforded such additional insured( s) by this endorsement,. the following " additional exclusion . isadded to Section' B. EXCLUSIONS: This insurance
does not:apply to "bodily injury" or "property damage" included within the "products - completed operations hazard".

Form SL
30 42 10 18 P f NI e of. The 2018, Hartford
Ma include copyrighted
material ofInsurance Services Office, Inc., with its ermission :' ORIGINAL May p ) Policy Change.

THE
The following Additional
Business.

Insured has been added
ownas an Additional
er
Insured.- Designated Person or
Organization.

City of'BakerAeld , 1600`TRUXTUN AVE; BAKERSFIELD, CA 93301 Policy is amended to add the following Endorsement Forms reflecting the changes made to your policy.

NUMBER co

ADDITIONAL INSURED
SL30—, 18, • ESIGNATED PERSON OR liability,

ORGANIZATION
Policy is amended torevise thefollowing. Endorsement Forms reflecting the_changes made toyour policy. s.

Policy Number: WCV 09129183 Date Entered: 2/ 4/ 2025
ACORo CERTIFICATE OF LIABILITY INSURANCE DATE (MMMDIYWY) 8/ 16/ 2024
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) c

PRODUCER
Prevail Insurance Management Services
4202 DouglasBoulevardWC,No,
Suite 300
NAME: James NICOlaI
PHONE . ( 916)745- 8800 FW"CC No): ( 916) 745- 8804
ADDRESS: James@prevailinis. com
INSURER( S) AFFORDING COVERAGE - NAIC #
Granite Bay, CA 95746 ' INSURERA: MAG Mutual' Insurance Company. 42617 INSURED Genesis Healthcare Management, LLC INSURER B :

INSURER C :

P: O. Box 82193 INSURERD.:

Bakersfield, GA 93380, iNSURERE,:

INSURER F
COVERAGES Ur-KI IFn: AIt NUMISrK: REVISION NUMRERC
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 BYTHEPOLICIES DESCRIBED HEREIN IS SUBJECT. TO -ALL THE ETERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY'PAID' CLAIMS. LTR TYPEOFINSURANCE- INSD 1M/ D POLICY' NUMBER MIDD MIDD LIMITS COMMERCIAL,

GENERAL LIABILITY CLAIMS -

MADE OCCUR EACH

OCCURRENCE PREMISES
Ea occurrence MED
EXP (Any one person) ^- PERSONAL &
ADV INJURY . L
AGGREGATE LIMIT APPLIES PER Ea
LOC POTHER':. , GENERAL

AGGREGATE - POLICY

PRODUCTS- COMP/ ORAGG AUTOMOBILE
LdiBILITY ANYAUTO
OWNED

SCHEDULED AUTOS

ONLY AUTOS HIRED

NON - OWNED AUTOS
ONLY AUTOS ONLY Ea
accident BODILY
INJURY(Per person) '' BODILY
INJURY (Per accident) Per
accident UMBRELLA
LIAB; EXCESSLIAB
OCCUR

EACH OCCURRENCE HCLAIMS- MADE AGGREGATE DED -
RETENTION $ - A
WORIO:

RS COMPENSATION AND
EMPLOYERS` LIABILITY ANYPROPRIETOR/ PARTNERIEXECUTNE YIN OFFICERIMEMBEREXCLUDED? Mandatoryin NH) If' yyeSs
describe under DESCRIPTION OF
OPERATIONS below NIA WCV
09129. 183 osi17/zoza 08/IW20is STATUTE ER
E. L.

EACHACCIDENT 1, 000, 000 E.L.

DISEASE - EA EMPLOYEE 1,000, 000 E.L.

DISEASE - POLICY LIMIT 1,000, 000 DESCRIPTION OF
OPERATIONS / LOCATIONS / VEHICLES ( ACORD 101, Additional Remarks Schedule, maybe attached If more space isrequired) Workers Compensation - California " Genesis Healthcare,
Management, LLC manages the WC for Kern Psychiatric Health and Wellness Center, Inc. located at 8329 Brimha_ ll Road, Building 800, Bakersfield,' CA93312- 2243. The. Waiver of,Subrogation endorsement will follow from the underwriters.. olda Idlaedi 7G711a7d: 1 1JGIOA_ r[aL City. of
Bakersfield SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE 'DELIVERED 1N 1600 Truxtun Avenue. ACCORDANCE WITH THE POLICY PROVISIONS. Bakersfield, CA 93301 AUTHORIZED REPRESENTATIVE
James Nicolai .

U7yStSLU75 AGUKUUOKPOKATION. All-ri RvurosO . ACORD 25 ( 2016/ 03) The ACORD name and logo are registered marks of ACORD yM WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WC 04 03 06 Ed. 04- 84)
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT— CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be 0% of the California workers' compensation premium otherwise due on such remuneration.

Schedule
Person or Organization Job Description
Kern Psychiatric Health and wellness center 8329 Brimhall Road, - Bakersfield, CA 93312
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated.

The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 08- 17-2024 Policy No. WCV 09129183 Endorsement No.

Insured Genesis Healthcare Management, Insurance Company LLC
Countersigned By
WC 04 03 06
Ed. 04- 84)

ADMINISTRATIVE REPORT
MEETING DATE: May 27, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Randy McKeegan, Finance Director
DATE: May 13, 2026
SUBJECT: Agreement with Paymentus Corporation to provide electronic bill payment services for utilities, business licenses, and other customer charges.

RECOMMENDATION:

Staff recommends approval of the agreement.

BACKGROUND:

The City currently utilizes Paymentus Corporation to provide electronic payment services for utilities, business licenses, and other customer-related charges. These services allow customers to make payments through multiple channels, improving accessibility and customer convenience.

Paymentus was initially chosen in 2019 after a data breech occurred with the previous processor.

Paymentus was selected based on its ability to best meet the operational, financial, security, and customer service needs of the department. The evaluation process included a review of transaction fees, software compatibility, security compliance, reporting capabilities, and implementation support. As the City wraps up the ERP conversion and the final transaction pieces are fully implemented, Paymentus will allow more modern options for customers. This can include pay-by-email, pay-by-text, 24-hour automated phone payments, and paperless billing options.

Paymentus' fees are collected through the standard credit card merchant charges that are incurred on individual transactions and total costs for the contract are based solely on customer usage (See Schedule A of accompanying agreement). The total cost to the City is not expected to increase as these fees were also paid to the previous service provider.

FISCAL IMPACT:

The convenience fee model is utilized to cover the cost of accepting credit card payments. The vast majority of transaction fees associated with electronic payment services are paid directly by customers.

There are minimal fees that are absorbed by the City for certain card transactions, and as such there is no significant fiscal impact expected to the City General Fund.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

1. Paymentus Agreement

ADMINISTRATIVE REPORT
MEETING DATE: May 27, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Jena Covey, Risk Manager
DATE: May 27, 2026
SUBJECT: Agreement with Allied Managed Care, Inc. (AMC) (not to exceed $3,500,000) for Workers’ Compensation Bill Review Services
RECOMMENDATION:

Staff recommends approval of agreement.

BACKGROUND:

Medical facilities operate under different fee schedules depending on the type of patient they serve, including individuals covered by workers’ compensation, Medicare, or private insurance. In California, the workers’ compensation system establishes an official medical fee schedule that governs most services, while certain treatments fall outside the schedule and require providers to negotiate rates based on usual and customary charges. The City processes medical bills as part of administering its workers’ compensation program.

The City utilizes a bill review company to verify the accuracy of medical fees and maximize savings for medical services incurred as part of the City’s workers’ compensation program. The bill review company also secures additional savings when available by applying discounts through preferred provider networks and negotiating rates for specialized bills that fall outside the State’s fee schedule or network agreements.

Overall, the use of a bill review service leads to net savings by reducing workers’ compensation medical expenses.

In January 2026, a Request for Proposal (RFP) was issued, and the City received nine proposals from interested companies. As part of the RFP process, interested companies were requested to review medical services by processing three sample bills in accordance with the fee schedule proposed by each company.

Of the nine companies solicited, responses were received from eight companies.

While all company responses were thoroughly reviewed, based on the pricing structure, opportunity for savings, negotiated fees owed to medical providers, and access to preferred provider networks, Allied Managed Care, Inc. (AMC) was selected as the most qualified to provide bill review services for the City’s workers’ compensation
program. The company’s proposed fee schedule, including negotiated Preferred Provider Organization (PPO) reductions and per-bill charges, resulted in overall costs lower than those submitted by the other respondents. In addition, the City will incur no cost to access AMC’s Medical Provider Network (MPN), a list of physicians and specialties doctors, which would typically require a fee. The City currently utilizes AMC for both Utilization Review (UR) and Bill Review services. Continuing with the same provider for both services will maintain system efficiency, support effective claims monitoring, and reduce redundancy, which may result in additional cost savings for the City.

FISCAL IMPACT:

Based on the above, staff recommends approval of an agreement with AMC for five years, with a not to exceed amount of $3,500,000. Cost associated with this agreement are funded annually through the Risk Management Division Budget.

COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

1. Allied Managed Care Proposal

2. Certificate of Insurance

3. Bill Review RFP

4. Agreement

5. Cost Proposal

PROPOSAL FOR
I:,

BAKERSFIELD
TI-E SOUND OF �lJ/Wf 'tfe/i.l!I
City of Bakersfield Request for Proposals
Self-Insured Workers' Compensation
Bill Review Services
Exhibit A

INSR ADDL SUBR

LTR INSR WVD

DATE (MM/DD/YYYY)

PRODUCER CONTACT
NAME:

PHONE FAX
(A/C, No, Ext): (A/C, No):

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 (MM/DD/YYYY) (MM/DD/YYYY) LIMITS

COMMERCIAL GENERAL LIABILITY

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
INSURER(S) AFFORDING COVERAGE NAIC #
Y / N
N / A
(Mandatory in NH)

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
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 $
PRODUCTS - COMP/OP AGG $
$
PROOTHER:

JECT LOC

COMBINED SINGLE LIMIT
(Ea accident) $
ANY AUTO BODILY INJURY (Per person) $
OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS

AUTOS ONLY
HIRED PROPERTY DAMAGE $
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
DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ POLICY

NON-OWNED

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 any 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) The ACORD name and logo are registered marks of ACORD

ACORDTM CERTIFICATE OF LIABILITY INSURANCE
National Fire Insurance Co of Hartford
The Continental Insurance Company
State Compensation Ins. Fund
Navigators Specialty Insurance Company
Crum & Forster Specialty Insurance Co
Valley Forge Insurance Company
05/01/2026
Edgewood Partners Ins. Center
100 Montgomery St, Suite 2000
Lic#0B29370 (650) 295-4600
San Francisco, CA 94104
Laurie Martin
-
[email protected]
Allied Managed Care, Inc.
10445 Old Placerville Road
Sacramento, CA 95827
20478
35289
35076
36056
44520
20508
A X
X
x
6056760864 01/01/2026 01/01/2027 1,000,000
1,000,000
15,000
1,000,000
2,000,000
2,000,000
F
X
X X
BUA6056760850 01/01/2026 01/01/2027 1,000,000
B X X
X 10000
6056760878 01/01/2026 01/01/2027 10,000,000
10,000,000
C
N
932966724 01/01/2026 01/01/2027 X
1,000,000
1,000,000
1,000,000
D
E
Professional
Cyber Liab
CE25MPLZ0LRYWIC
CYB115162
07/11/2025
07/11/2025
07/11/2026
07/11/2026
$5,000,000 Agg E&O
$5,000,000 Agg Cyber
$25,000 SIR E&O & Cyber
RE: Allied Managed Care contract for bill review services. Claims administration services including Nurse Case Management and Bill Review.

Named Insured includes: Acclamation Insurance Management, Allied Managed Care, Inc.; LJR Holdings, Inc., LJR Properties, LLC, Risk Net, Inc. and CarivaCare, Inc. (See Attached Descriptions)
City of Bakersfield
Office of Risk Management 1600
1600 Truxtun Ave
Bakersfield, CA 93301-0000
1 of 2
#S8647215/M8164597
Client#: 239564 ACCLINS
LMA04
SAGITTA 25.3 (2016/03)
DESCRIPTIONS (Continued from Page 1)
EMPLOYEE DISHONESTY / CRIME COVERAGE: Travelers Property & Casualty Insurance Company. #107196186 EFF:
1/1/26 EXP: 1/1/27 DISHONESTY LIMIT: $2,000,000 $20,000 DEDUCTIBLE EXCESS CYBER LIABILITY: HDI GLOBAL #FRSHXCT0001335702 - $5,000,000 excess $5,000,000 annual aggregate 7/11/2025 to 7/11/2026
Thirty day notice of cancellation will be provided to the certificate holder but 10 days for non-payment of premium.

City of Bakersfield, its mayor, council members, agents, officers, volunteers and employees are listed as Additional Insured per endorsement attached to the liability policy, but only as respects liability arising from the Named Insured's operations and as required by written contract. All insurance is primary and non contributory. Waiver of subrogation is included for Workers Compensation. 2 of 2
#S8647215/M8164597

ª>" &N%c\vP?¥9_«¬¬¬30020006460567608648319

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
It is understood and agreed that this endorsement amends the COMMERCIAL GENERAL LIABILITY COVERAGE PART as follows. If any other endorsement attached to this policy amends any provision also amended by this endorsement, then that other endorsement controls with respect to such provision, and the changes made by this endorsement with respect to such provision do not apply.

TABLE OF CONTENTS

1. Additional Insureds

2. Additional Insured - Primary And Non-Contributory To Additional Insured’s Insurance

3. Bodily Injury – Expanded Definition

4. Broad Knowledge of Occurrence/ Notice of Occurrence

5. Broad Named Insured

6. Estates, Legal Representatives and Spouses

7. Expected Or Intended Injury – Exception for Reasonable Force

8. In Rem Actions

9. Incidental Health Care Malpractice Coverage

10. Joint Ventures/Partnership/Limited Liability Companies

11. Legal Liability – Damage To Premises

12. Medical Payments

13. Non-owned Aircraft Coverage

14. Non-owned Watercraft

15. Personal And Advertising Injury – Discrimination or Humiliation

16. Personal And Advertising Injury - Limited Contractual Liability

17. Property Damage - Elevators

18. Supplementary Payments

19. Unintentional Failure To Disclose Hazards

20. Waiver of Subrogation – Blanket

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN

1. ADDITIONAL INSUREDS
a. WHO IS AN INSURED is amended to include as an Insured any person or organization described in paragraphs A. through K. below whom a Named Insured is required to add as an additional insured on this Coverage Part under a written contract or written agreement, provided such contract or agreement:
(1) is currently in effect or becomes effective during the term of this Coverage Part; and (2) was executed prior to:
(a) the bodily injury or property damage; or
(b) the offense that caused the personal and advertising injury, for which such additional insured seeks coverage.
b. However, subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not provide such additional insured with:
(1) a higher limit of insurance than required by such contract or agreement; or (2) coverage broader than required by such contract or agreement, and in no event broader than that described by the applicable paragraph A. through K. below.

Any coverage granted by this endorsement shall apply only to the extent permissible by law.

A. Controlling Interest
Any person or organization with a controlling interest in a Named Insured, but only with respect to such person or organization’s liability for bodily injury, property damage or personal and advertising injury arising out of:

1. such person or organization’s financial control of a Named Insured; or

2. premises such person or organization owns, maintains or controls while a Named Insured leases or occupies such premises;
provided that the coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

B. Co-owner of Insured Premises
A co-owner of a premises co-owned by a Named Insured and covered under this insurance but only with respect to such co-owner’s liability for bodily injury, property damage or personal and advertising injury as co-owner of such premises.

C. Grantor of Franchise
Any person or organization that has granted a franchise to a Named Insured, but only with respect to such person or organization’s liability for bodily injury, property damage or personal and advertising injury as grantor of a franchise to the Named Insured.

D. Lessor of Equipment
Any person or organization from whom a Named Insured leases equipment, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused, in whole or in part, by the Named Insured’s maintenance, operation or use of such equipment, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease.
ª>" &N%c\vP@¥0\«¬¬¬30020006460567608648320

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
E. Lessor of Land
Any person or organization from whom a Named Insured leases land but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such land, provided that the occurrence giving rise to such bodily injury, property damage or the offense giving rise to such personal and advertising injury takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

F. Lessor of Premises
An owner or lessor of premises leased to the Named Insured, or such owner or lessor’s real estate manager, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of the ownership, maintenance or use of such part of the premises leased to the Named Insured, and provided that the occurrence giving rise to such bodily injury or property damage, or the offense giving rise to such personal and advertising injury, takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

G. Mortgagee, Assignee or Receiver
A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee or receiver’s liability for bodily injury, property damage or personal and advertising injury arising out of the Named Insured’s ownership, maintenance, or use of a premises by a Named Insured.

The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, on behalf of, or for such additional insured.

H. State or Governmental Agency or Subdivision or Political Subdivisions – Permits A state or governmental agency or subdivision or political subdivision that has issued a permit or authorization but only with respect to such state or governmental agency or subdivision or political subdivision’s liability for bodily injury, property damage or personal and advertising injury arising out of:

1. the following hazards in connection with premises a Named Insured owns, rents, or controls 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, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or b. the construction, erection, or removal of elevators; or c. the ownership, maintenance or use of any elevators covered by this insurance; or

2. the permitted or authorized operations performed by a Named Insured or on a Named Insured’s behalf.

The coverage granted by this paragraph does not apply to:
a. Bodily injury, property damage or personal and advertising injury arising out of operations performed for the state or governmental agency or subdivision or political subdivision; or b. Bodily injury or property damage included within the products-completed operations hazard.

With respect to this provision’s requirement that additional insured status must be requested under a written contract or agreement, the Insurer will treat as a written contract any governmental permit that requires the Named Insured to add the governmental entity as an additional insured.

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
I. Trade Show Event Lessor

1. With respect to a Named Insured’s participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom the Named Insured is required to include as an additional insured, but only with respect to such person or organization’s liability for bodily injury, property damage or personal and advertising injury caused by:
a. the Named Insured’s acts or omissions; or
b. the acts or omissions of those acting on the Named Insured’s behalf, in the performance of the Named Insured’s ongoing operations at the trade show event premises during the trade show event.

2. The coverage granted by this paragraph does not apply to bodily injury or property damage included within the products-completed operations hazard.

J. Vendor
Any person or organization but only with respect to such person or organization’s liability for bodily injury or property damage arising out of your products which are distributed or sold in the regular course of such person or organization's business, provided that:

1. The coverage granted by this paragraph does not apply to:
a. bodily injury or property damage for which such person or organization is obligated to pay damages by reason of the assumption of liability in a contract or agreement unless such liability exists in the absence of the contract or agreement;
b. any express warranty unauthorized by the Named Insured; c. any physical or chemical change in any product made intentionally by such person or organization; 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 any inspections, adjustments, tests or servicing that such person or organization 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 such person or organization’s premises in connection with the sale of a product; g. products which, after distribution or sale by the Named Insured, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for such person or organization; or h. bodily injury or property damage arising out of the sole negligence of such person or organization 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:
(1) the exceptions contained in Subparagraphs d. or f. above; or (2) such inspections, adjustments, tests or servicing as such person or organization has agreed with the Named Insured to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. ª>" &N%c\vP@¥1i«¬¬¬30020006460567608648321

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN

2. This Paragraph J. does not apply to any insured person or organization, from whom the Named Insured has acquired such products, nor to any ingredient, part or container, entering into, accompanying or containing such products.

3. This Paragraph J. also does not apply:
a. to any vendor specifically scheduled as an additional insured by endorsement to this Coverage Part; b. to any of your products for which coverage is excluded by endorsement to this Coverage Part; nor c. if bodily injury or property damage included within the products-completed operations hazard is excluded by endorsement to this Coverage Part.

K. Other Person Or Organization
Any person or organization who is not an additional insured under Paragraphs A. through J. above. Such additional insured is an Insured solely for bodily injury, property damage or personal and advertising injury for which such additional insured is liable because of the Named Insured’s acts or omissions.

The coverage granted by this paragraph does not apply to any person or organization:

1. for bodily injury, property damage, or personal and advertising injury arising out of the rendering or failure to render any professional service;

2. for bodily injury or property damage included within the products-completed operations hazard; nor

3. who is specifically scheduled as an additional insured on another endorsement to this Coverage Part.

2. ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY TO ADDITIONAL INSURED’S INSURANCE A. The Other Insurance Condition in the COMMERCIAL GENERAL LIABILITY CONDITIONS Section is amended to add the following paragraph:

If the Named Insured has agreed in writing in a contract or agreement that this insurance is primary and noncontributory relative to an additional insured's own insurance, then this insurance is primary, and the Insurer will not seek contribution from that other insurance. For the purpose of this Provision 2., the additional insured's own insurance means insurance on which the additional insured is a named insured.

B. With respect to persons or organizations that qualify as additional insureds pursuant to paragraph 1.K. of this endorsement, the following sentence is added to the paragraph above:

Otherwise, and notwithstanding anything to the contrary elsewhere in this Condition, the insurance provided to such person or organization is excess of any other insurance available to such person or organization.

3. BODILY INJURY – EXPANDED DEFINITION
Under DEFINITIONS, the definition of bodily injury is deleted and replaced by the following:

Bodily injury means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury sustained by that person at any time which results as a consequence of the physical injury, sickness or disease.

4. BROAD KNOWLEDGE OF OCCURRENCE/ NOTICE OF OCCURRENCE
Under CONDITIONS, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended to add the following provisions:

A. BROAD KNOWLEDGE OF OCCURRENCE
The Named Insured must give the Insurer or the Insurer’s authorized representative notice of an occurrence, offense or claim only when the occurrence, offense or claim is known to a natural person Named Insured, to a

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
partner, executive officer, manager or member of a Named Insured, or to an employee designated by any of the above to give such notice.

B. NOTICE OF OCCURRENCE
The Named Insured’s rights under this Coverage Part will not be prejudiced if the Named Insured fails to give the Insurer notice of an occurrence, offense or claim and that failure is solely due to the Named Insured’s reasonable belief that the bodily injury or property damage is not covered under this Coverage Part. However, the Named Insured shall give written notice of such occurrence, offense or claim to the Insurer as soon as the Named Insured is aware that this insurance may apply to such occurrence, offense or claim.

5. BROAD NAMED INSURED
WHO IS AN INSURED is amended to delete its Paragraph 3. in its entirety and replace it with the following:

3. Pursuant to the limitations described in Paragraph 4. below, any organization in which the First Named Insured has management control directly or indirectly:
a. on the effective date of this Coverage Part; or
b. by reason of a Named Insured creating or acquiring the organization during the policy period, qualifies as a Named Insured, provided that there is no other similar liability insurance, whether primary, contributory, excess, contingent or otherwise, which provides coverage to such organization, or which would have provided coverage but for the exhaustion of its limit, and without regard to whether its coverage is broader or narrower than that provided by this insurance.

But this BROAD NAMED INSURED provision does not apply to any organization for which coverage is excluded by another endorsement attached to this Coverage Part.

For the purpose of this provision, and of this endorsement’s JOINT VENTURES / PARTNERSHIP / LIMITED LIABILITY COMPANIES provision, management control means owning interests representing more than 50% of the voting, appointment or designation power for the selection of a majority of: the Board of Directors of a corporation; the management committee members of a joint venture; the management board of a limited liability company; the general partners of a limited partnership; or the partnership managers of a general partnership.

4. With respect to organizations which qualify as Named Insureds by virtue of Paragraph 3. above, this insurance does not apply to:
a. bodily injury or property damage that first occurred prior to the date of management control, or that first occurs after management control ceases; nor
b. personal or advertising injury caused by an offense that first occurred prior to the date of management control or that first occurs after management control ceases.

5. The insurance provided by this Coverage Part applies to Named Insureds when trading under their own names or under such other trading names or doing-business-as names (dba) as any Named Insured should choose to employ.

6. ESTATES, LEGAL REPRESENTATIVES, AND SPOUSES
The estates, heirs, legal representatives and spouses of any natural person Insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives, and spouses only for claims arising solely out of their capacity or status as such and, in the case of a spouse, where such claim seeks damages from marital community property, jointly held property or property transferred from such natural person Insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative, or spouse outside the scope of such person's capacity or status as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership ª>" &N%c\vP@¥2v«¬¬¬30020006460567608648322

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
Named Insureds are Insureds with respect to such spouses’ acts, errors or omissions in the conduct of the Named Insured’s business.

7. EXPECTED OR INTENDED INJURY – EXCEPTION FOR REASONABLE FORCE Under COVERAGES, Coverage A – Bodily Injury And Property Damage Liability, the paragraph entitled Exclusions is amended to delete the exclusion entitled Expected or Intended Injury and replace it with the following:

This insurance does not apply to:

Expected or Intended Injury
Bodily injury or property damage expected or intended from the standpoint of the Insured. This exclusion does not apply to bodily injury or property damage resulting from the use of reasonable force to protect persons or property.

8. IN REM ACTIONS
A quasi in rem action against any vessel owned or operated by or for the Named Insured, or chartered by or for the Named Insured, will be treated in the same manner as though the action were in personam against the Named Insured.

9. INCIDENTAL HEALTH CARE MALPRACTICE COVERAGE
Solely with respect to bodily injury that arises out of a health care incident:

A. Under COVERAGES, Coverage A – Bodily Injury And Property Damage Liability, the Insuring Agreement is amended to replace Paragraphs 1.b.(1) and 1.b.(2) with the following:
b. This insurance applies to bodily injury provided that the professional health care services are incidental to the Named Insured’s primary business purpose, and only if:
(1) such bodily injury is caused by an occurrence that takes place in the coverage territory. (2) the bodily injury first occurs during the policy period. All bodily injury arising from an occurrence will be deemed to have occurred at the time of the first act, error, or omission that is part of the occurrence; and
B. Under COVERAGES, Coverage A – Bodily Injury And Property Damage Liability, the paragraph entitled Exclusions is amended to:
i. add the following to the Employers Liability exclusion:

This exclusion applies only if the bodily injury arising from a health care incident is covered by other liability insurance available to the Insured (or which would have been available but for exhaustion of its limits).
ii. delete the exclusion entitled Contractual Liability and replace it with the following:

This insurance does not apply to:

Contractual Liability
the Insured’s actual or alleged liability under any oral or written contract or agreement, including but not limited to express warranties or guarantees.
iii. add the following additional exclusions.

This insurance does not apply to:

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
Discrimination
any actual or alleged discrimination, humiliation or harassment, that includes but shall not be limited to claims based on an individual’s race, creed, color, age, gender, national origin, religion, disability, marital status or sexual orientation.

Dishonesty or Crime
Any actual or alleged dishonest, criminal or malicious act, error or omission.

Medicare/Medicaid Fraud
any actual or alleged violation of law with respect to Medicare, Medicaid, Tricare or any similar federal, state or local governmental program.

Services Excluded by Endorsement
Any health care incident for which coverage is excluded by endorsement.

C. DEFINITIONS is amended to:
i. add the following definitions:

Health care incident means an act, error or omission by the Named Insured’s employees or volunteer workers in the rendering of:
a. professional health care services on behalf of the Named Insured or b. Good Samaritan services rendered in an emergency and for which no payment is demanded or received.

Professional health care services means any health care services or the related furnishing of food, beverages, medical supplies or appliances by the following providers in their capacity as such but solely to the extent they are duly licensed as required:
a. Physician;
b. Nurse;
c. Nurse practitioner;
d. Emergency medical technician;
e. Paramedic;
f. Dentist;
g. Physical therapist;
h. Psychologist;
i. Speech therapist;
j. Other allied health professional; or
Professional health care services does not include any services rendered in connection with human clinical trials or product testing.
ii. delete the definition of occurrence and replace it with the following:

Occurrence means a health care incident. All acts, errors or omissions that are logically connected by any common fact, circumstance, situation, transaction, event, advice or decision will be considered to constitute a single occurrence;
ª>" &N%c\vP@¥3¤«¬¬¬30020006460567608648323

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
iii. amend the definition of Insured to:
a. add the following:
• a Named Insured’s employees are Insureds with respect to:
(1) bodily injury to a co-employee while in the course of the co-employee’s employment by the Named Insured or while performing duties related to the conduct of the Named Insured’s business; and
(2) bodily injury to a volunteer worker while performing duties related to the conduct of the Named Insured’s business;
when such bodily injury arises out of a health care incident. • the Named Insured’s volunteer workers are Insureds with respect to:
(1) bodily injury to a co-volunteer worker while performing duties related to the conduct of the Named Insured’s business; and
(2) bodily injury to an employee while in the course of the employee’s employment by the Named Insured or while performing duties related to the conduct of the Named Insured’s business; when such bodily injury arises out of a health care incident. b. delete Subparagraphs (a), (b), (c) and (d) of Paragraph 2.a.(1) of WHO IS AN INSURED. c. add the following:

Insured does not include any physician while acting in his or her capacity as such.

D. The Other Insurance condition is amended to delete Paragraph b.(1) in its entirety and replace it with the following:

Other Insurance
b. Excess Insurance
(1) To the extent this insurance applies, it is excess over any other insurance, self insurance or risk transfer instrument, whether primary, excess, contingent or on any other basis, except for insurance purchased specifically by the Named Insured to be excess of this coverage.

10. JOINT VENTURES / PARTNERSHIP / LIMITED LIABILITY COMPANIES WHO IS AN INSURED is amended to delete its last paragraph and replace it with the following:

No person or organization is an Insured with respect to the conduct of any current or past partnership, joint venture or limited liability company in which a Named Insured’s interest does/did not rise to the level of management control, except that if the Named Insured was a joint venturer, partner, or member of such an entity, and such entity terminated prior to or during the policy period, then such Named Insured is an Insured with respect to its interest in such joint venture, partnership or limited liability company but only to the extent that:
a. any offense giving rise to personal and advertising injury occurred prior to such termination date, and the personal and advertising injury arising out of such offense first occurred after such termination date; b. the bodily injury or property damage first occurred after such termination date; and c. there is no other valid and collectible insurance purchased specifically to insure the partnership, joint venture or limited liability company.

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN

11. LEGAL LIABILITY – DAMAGE TO PREMISES
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete the first paragraph immediately following subparagraph (6) of the Damage to Property exclusion and replace it with the following:

Paragraphs (1), (3) and (4) of this exclusion do not apply to property damage (other than damage by fire) to premises rented to the Named Insured or temporarily occupied by the Named Insured with the permission of the owner, nor to the contents of premises rented to the Named Insured for a period of 7 or fewer consecutive days.

A separate limit of insurance applies to Damage To Premises Rented To You as described in LIMITS OF INSURANCE.

B. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete its last paragraph and replaced it with the following:

Exclusions c. through n. do not apply to damage by fire to premises while rented to a Named Insured or temporarily occupied by a Named Insured with permission of the owner, nor to damage to the contents of premises rented to a Named Insured for a period of 7 or fewer consecutive days.

A separate limit of insurance applies to this coverage as described in the LIMITS OF INSURANCE Section.

C. LIMITS OF INSURANCE is amended to delete Paragraph 6. (the Damage To Premises Rented To You Limit) and replace it with the following:

6. Subject to Paragraph 5. above, (the Each Occurrence Limit), the Damage To Premises Rented To You Limit is the most the Insurer will pay under COVERAGE A for damages because of property damage to:
a. any one premises while rented to a Named Insured or temporarily occupied by a Named Insured with the permission of the owner; and
b. contents of such premises if the premises is rented to the Named Insured for a period of 7 or fewer consecutive days.

The Damage To Premises Rented To You Limit is $1,000,000. unless a higher Damage to Premises Rented to You Limit is shown in the Declarations.

D. The Other Insurance Condition is amended to delete Paragraph b.(1)(a)(ii), and replace it with the following:
(ii) That is property insurance for premises rented to a Named Insured, for premises temporarily occupied by the Named Insured with the permission of the owner; or for personal property of others in the Named Insured’s care, custody or control;
E. This Provision 11. does not apply if liability for damage to premises rented to a Named Insured is excluded by another endorsement attached to this Coverage Part.

12. MEDICAL PAYMENTS
A. LIMITS OF INSURANCE is amended to delete Paragraph 7. (the Medical Expense Limit) and replace it with the following:

7. Subject to Paragraph 5. above (the Each Occurrence Limit), the Medical Expense Limit is the most the Insurer will pay under Coverage C – Medical Payments for all medical expenses because of bodily injury sustained by any one person. The Medical Expense Limit is the greater of:
(1) $15,000 unless a different amount is shown here: ; or (2) the amount shown in the Declarations for Medical Expense Limit. ª>" &N%c\vP@¥4)«¬¬¬30020006460567608648324

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
B. Under COVERAGES, the Insuring Agreement of Coverage C – Medical Payments is amended to replace Paragraph 1.a.(3)(b) with the following:
(b) The expenses are incurred and reported to the Insurer within three years of the date of the accident; and

13. NON-OWNED AIRCRAFT
Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended as follows:

The exclusion entitled Aircraft, Auto or Watercraft is amended to add the following:

This exclusion does not apply to an aircraft not owned by any Named Insured, provided that:

1. the pilot in command holds a currently effective certificate issued by the duly constituted authority of the United States of America or Canada, designating that person as a commercial or airline transport pilot;

2. the aircraft is rented with a trained, paid crew to the Named Insured; and

3. the aircraft is not being used to carry persons or property for a charge.

14. NON-OWNED WATERCRAFT
Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended to delete subparagraph (2) of the exclusion entitled Aircraft, Auto or Watercraft, and replace it with the following.

This exclusion does not apply to:
(2) a watercraft that is not owned by any Named Insured, provided the watercraft is:
(a) less than 75 feet long; and
(b) not being used to carry persons or property for a charge.

15. PERSONAL AND ADVERTISING INJURY –DISCRIMINATION OR HUMILIATION A. Under DEFINITIONS, the definition of personal and advertising injury is amended to add the following tort:
• Discrimination or humiliation that results in injury to the feelings or reputation of a natural person.

B. Under COVERAGES, Coverage B – Personal and Advertising Injury Liability, the paragraph entitled Exclusions is amended to:

1. delete the Exclusion entitled Knowing Violation Of Rights Of Another and replace it with the following:

This insurance does not apply to:

Knowing Violation of Rights of Another
Personal and advertising injury caused by or at the direction of the Insured with the knowledge that the act would violate the rights of another and would inflict personal and advertising injury. This exclusion shall not apply to discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is not done intentionally by or at the direction of:
(a) the Named Insured; or
(b) any executive officer, director, stockholder, partner, member or manager (if the Named Insured is a limited liability company) of the Named Insured.

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN

2. add the following exclusions:

This insurance does not apply to:

Employment Related Discrimination
Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any Insured.

Premises Related Discrimination
discrimination or humiliation arising out of the sale, rental, lease or sub-lease or prospective sale, rental, lease or sub-lease of any room, dwelling or premises by or at the direction of any Insured.

Notwithstanding the above, there is no coverage for fines or penalties levied or imposed by a governmental entity because of discrimination.

The coverage provided by this PERSONAL AND ADVERTISING INJURY –DISCRIMINATION OR HUMILIATION Provision does not apply to any person or organization whose status as an Insured derives solely from • Provision 1. ADDITIONAL INSUREDS of this endorsement; or • attachment of an additional insured endorsement to this Coverage Part.

16. PERSONAL AND ADVERTISING INJURY - LIMITED CONTRACTUAL LIABILITY A. Under COVERAGES, Coverage B –Personal and Advertising Injury Liability, the paragraph entitled Exclusions is amended to delete the exclusion entitled Contractual Liability and replace it with the following:

This insurance does not apply to:

Contractual Liability
Personal and advertising injury for which the Insured has assumed liability in a contract or agreement.

This exclusion does not apply to liability for damages:
(1) that the Insured would have in the absence of the contract or agreement; or (2) assumed in a contract or agreement that is an insured contract provided the offense that caused such personal or advertising injury first occurred subsequent to the execution of such insured contract. Solely for the purpose of liability assumed in an insured contract, reasonable attorney fees and necessary litigation expenses incurred by or for a party other than an Insured are deemed to be damages because of personal and advertising injury provided:
(a) liability to such party for, or for the cost of, that party's defense has also been assumed in such insured contract; and
(b) such attorney fees and litigation expenses are for defense of such party against a civil or alternative dispute resolution proceeding in which covered damages are alleged.

B. Solely for the purpose of the coverage provided by this paragraph, DEFINITIONS is amended to delete the definition of insured contract in its entirety, and replace it with the following:

Insured contract means that part of a written contract or written agreement pertaining to the Named Insured’s business under which the Named Insured assumes the tort liability of another party to pay for personal or advertising injury arising out of the offense of false arrest, detention or imprisonment. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement. ª>" &N%c\vP@¥56«¬¬¬30020006460567608648325

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
C. Solely for the purpose of the coverage provided by this paragraph, the following changes are made to the Section entitled SUPPLEMENTARY PAYMENTS – COVERAGES A AND B:

1. Paragraph 2.d. is replaced by the following:
d. The allegations in the suit and the information the Insurer knows about the offense alleged in such suit are such that no conflict appears to exist between the interests of the Insured and the interests of the indemnitee;

2. The first unnumbered paragraph beneath Paragraph 2.f.(2)(b) is deleted and replaced by the following:

So long as the above conditions are met, attorneys fees incurred by the Insurer in the defense of that indemnitee, necessary litigation expenses incurred by the Insurer, and necessary litigation expenses incurred by the indemnitee at the Insurer’s request will be paid as defense costs. Notwithstanding the provisions of Paragraph e.(2) of the Contractual Liability exclusion (as amended by this Endorsement), such payments will not be deemed to be damages for personal and advertising injury and will not reduce the limits of insurance.

D. This PERSONAL AND ADVERTISING INJURY - LIMITED CONTRACTUAL LIABILITY Provision does not apply if Coverage B –Personal and Advertising Injury Liability is excluded by another endorsement attached to this Coverage Part.

17. PROPERTY DAMAGE – ELEVATORS
A. Under COVERAGES, Coverage A – Bodily Injury and Property Damage Liability, the paragraph entitled Exclusions is amended such that the Damage to Your Product Exclusion and subparagraphs (3), (4) and (6) of the Damage to Property Exclusion do not apply to property damage that results from the use of elevators.

B. Solely for the purpose of the coverage provided by this PROPERTY DAMAGE – ELEVATORS Provision, the Other Insurance conditions is amended to add the following paragraph:

This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis that is Property insurance covering property of others damaged from the use of elevators.

18. SUPPLEMENTARY PAYMENTS
The section entitled SUPPLEMENTARY PAYMENTS – COVERAGES A AND B is amended as follows:

A. Paragraph 1.b. is amended to delete the $250 limit shown for the cost of bail bonds and replace it with a $5,000. limit; and
B. Paragraph 1.d. is amended to delete the limit of $250 shown for daily loss of earnings and replace it with a $1,000. limit.

19. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS
If the Named Insured unintentionally fails to disclose all existing hazards at the inception date of the Named Insured’s Coverage Part, the Insurer will not deny coverage under this Coverage Part because of such failure.

20. WAIVER OF SUBROGATION - BLANKET
Under CONDITIONS, the condition entitled Transfer Of Rights Of Recovery Against Others To Us is amended to add the following:

The Insurer waives any right of recovery the Insurer may have against any person or organization because of payments the Insurer makes for injury or damage arising out of:

1. the Named Insured’s ongoing operations; or

2. your work included in the products-completed operations hazard.

CNA PARAMOUNT
6056760864
7 Nat'l Fire Ins Co of Hartford 01/01/2026

ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC
Financial Services - General Liability
Extension Endorsement
CNA75102XX (1-15) Policy No:

Effective Date:

Insured Name:

Copyright CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission.

ABCDEFGHI
JKLMN
However, this waiver applies only when the Named Insured has agreed in writing to waive such rights of recovery in a written contract or written agreement, and only if such contract or agreement:

1. is in effect or becomes effective during the term of this Coverage Part; and

2. was executed prior to the bodily injury, property damage or personal and advertising injury giving rise to the claim.

All other terms and conditions of the Policy remain unchanged.

This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy.

Business Auto Policy
Policy Endorsement

EXTENDED COVERAGE ENDORSEMENT - BA PLUS
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

This endorsement modifies insurance provided under the following:

BUSINESS AUTO COVERAGE FORM
I. LIABILTY COVERAGE
A. Who Is An Insured
The following is added to SECTION II, Paragraph A.1., Who Is An Insured:

1. a. Any incorporated entity of which the Named Insured owns a majority of the voting stock on the date of inception of this Coverage Form; provided that, b. The insurance afforded by this provision A.1. does not apply to any such entity that is an insured under any other liability policy providing auto coverage.

2. Any organization you newly acquire or form, other than a limited liability company, partnership or joint venture, and over which you maintain majority ownership interest.

The insurance afforded by this provision A.2.:
a. Is effective on the acquisition or formation date, and is afforded only until the end of the policy period of this Coverage Form, or the next anniversary of its inception date, whichever is earlier. b. Does not apply to:
(1) Bodily injury or property damage caused by an accident that occurred before you acquired or formed the organization; or
(2) Any such organization that is an insured under any other liability policy providing auto coverage.

3. Any person or organization that you are obligated to provide Insurance where required by a written contract or agreement is an insured, but only with respect to legal responsibility for acts or omissions of a person for whom Liability Coverage is afforded under this policy.

4. An employee of yours is an insured while operating an auto hired or rented under a contract or agreement in that employee's name, with your permission, while performing duties related to the conduct of your business.

Policy, as used in this provision A. Who Is An Insured, includes those policies that were in force on the inception date of this Coverage Form but:

1. Which are no longer in force; or

2. Whose limits have been exhausted.

B. Bail Bonds and Loss of Earnings
SECTION II, Paragraphs A.2.a.(2) and A.2.a.(4) are revised as follows:

1. In a.(2), the limit for the cost of bail bonds is increased from $2,000 to $5,000, and

2. In a.(4), the limit for the loss of earnings is increased from $250 to $500 a day.

C. Fellow Employee
SECTION II, Paragraph B.5 does not apply.

BUA 6056760850
Endorsement No: 16; Page: 1 of 5 Policy Page: 70 of 76
Underwriting Company: Continental Casualty Company, 151 N Franklin St, Chicago, IL 60606 Form No: SCA 23 500 D (10-2011)
Endorsement Effective Date:

Policy No:

Endorsement Expiration Date: Policy Effective Date: 01/01/2026 © Copyright CNA All Rights Reserved. Includes copyrighted material of the Insurance Services Office, Inc., used with its permission.

Endorsement Agreement
Nothing in this endorsement shall be held to vary, alter, waive or extend any of the terms, conditions, agreements, or limitations of this policy other than as above stated.Nothing elsewhere in this policy shall be held to vary, alter, waive or limit the terms, conditions, agreements or limitations in this endorsement.

Countersigned and Issued at San Francisco December 31, 2025

2572 Authorized Representative President and CEO SF – END Rev. 2/2025 OLD DP 217
Waiver of Subrogation
Blanket Basis
9329667-2026
Home Office Renewal
San Francisco NA
All Effective Dates are 1-82-51-70
at 12:01 AM Pacific Page 1 of 1
Standard Time or the
Time Indicated at Effective January 1, 2026 at 12:01 AM Pacific Standard Time and Expiring January 1, 2027 at 12:01 AM

ACCLAMATION INSURANCE MANAGEMENT
10445 OLD PLACERVILLE RD
SACRAMENTO, CA 95827
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the schedule.

This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.

The additional premium for this endorsement shall be 2.00% of the total policy premium.

Schedule
Person or Organization
Any person or organization for whom the
named Insured has agreed by written
contract to furnish this waiver
Job Description
Blanket Waiver of Subrogation

CITY OF BAKERSFIELD

REQUEST FOR PROPOSALS
SELF-INSURED WORKERS’ COMPENSATION BILL REVIEW SERVICES PROPOSAL DUE DATE: FRIDAY, FEBRUARY 27, 2026

OFFICE OF RISK MANAGEMENT
1600 TRUXTUN AVENUE, 4th FLOOR
BAKERSFIELD, CA 93301
(661) 326-3738
Exhibit B
1 Workers’ Compensation Bill Review Services RFP 2026
Request for Proposals
Self-Insured Workers’ Compensation Bill Review Services

OBJECTIVES
The City of Bakersfield is soliciting proposals from qualified contractors for the City’s workers’ compensation bill review services. The City intentionally unbundles its workers’ compensation cost control services. This Request for Proposal (RFP) is for bill review services only.

GENERAL BACKGROUND
The City of Bakersfield currently employs approximately 2000 permanent employees, including sworn police officers and fire personnel.

The City of Bakersfield encompasses an area of 150 square miles and covers a variety of services including: Police, Fire, Water Utility, Streets Maintenance, Solid Waste, Wastewater Treatment, and Recreation and Parks Maintenance.

Contractor(s) selected for cost containment services will coordinate their activities with the City’s workers’ compensation third party claims administrator (TPA), Acclamation Insurance Management Services (AIMS).

PHILOSOPHY
Of primary importance to the City of Bakersfield is a quality cost containment program that improves the administration of workers’ compensation claims for injured workers while providing cost savings to the City. The City employs a full-time Risk Manager to supervise the administration of the program, and appropriate staff assistance so the contractor can be assured of fast and competent cooperation on all cost containment matters.

SCHEDULED ACTIVITES
To the extent achievable, the following schedule shall govern the review, evaluation and award of the proposal. The City reserves the right to modify the dates below in accordance with its review process.

Activity Estimated Schedule Date

1. Availability of the Request for Proposal January 9, 2026

2. Closing Date for the Request for Proposal February 27, 2026

3. Final Due Date of Sample Bills of Explanation of Benefits March 27, 2026

4. Evaluation Committee's Selection/Interviews if Needed April 2026

5. Agreement to Council for approval April/May 2026

6. Agreement Performance to Commence July 1, 2026
2 Workers’ Compensation Bill Review Services RFP 2026

RESPONSIBILITY OF THE CONTRACTOR
The major responsibilities of the contractor will include, but not be limited to, all areas noted in the SERVICES TO BE PROVIDED section of this RFP. Responsibilities will include any new or related activities mandated by the Legislature or legal precedent and generally accepted cost containment services and practices.

PROPOSALS – BILL REVIEW
The following criteria shall be required of all proposals submitted to provide some consistency for the Selection Committee reviewing these proposals. Any proposal not conforming to these requirements may be rejected.

Attached as Exhibit A is information specific to the City of Bakersfield’s bill review program for 2024, to be utilized while preparing your proposal. Contractors will provide bill review services in accordance with good bill review practices consistent with industry standards.

Written proposals should be submitted from contractors capable of performing services required. Specific performance criteria will be incorporated into the final agreement. A sample agreement is included as Exhibit B and must be executed by reviewing and signing on the acknowledgment line as indicated on page four of the RFP. The proposal must be submitted per the schedule on page one, which is February 27, 2026.

Compliance with the submission of your proposal includes three medical bills for you to review and submit. The bills include a physician visit, a hospital bill, and a diagnostic bill.

The bills should be reviewed and provided based on the fee or fee schedules being proposed in the RFP. Contractors submitting proposals must contact Taylor Wofford, in Risk Management, via email at [email protected], to obtain the needed documentation to prepare the sample explanation of benefits. The Sample bills will be due per the schedule on page one, which is March 27, 2026.

A. Transmittal/Cover Letter
Proposals shall be addressed to Jena Covey, Risk Manager, City of Bakersfield, and include the name, title, address, and telephone number of the contact person responsible for the proposal so that the City may contact them regarding the proposal throughout the period of evaluation. Acknowledgement of receipt of any addenda shall be made in the Transmittal/Cover Letter, and the letter must be signed by the contractor’s principal with contractual responsibility to bind the contractor to the terms of the agreement.

B. Required Information
Proposals should detail the services the contractor will provide to the City. Additional supporting materials concerning bill review services only may accompany the contractor’s response.
3 Workers’ Compensation Bill Review Services RFP 2026
In addition to demonstrating how services to be provided will be met, as set forth below, the City will require the following information in all proposals submitted:

1. An overview of your companies’ experience in providing bill review services for Cities and other municipal clients;

2. Minimum of 3 professional references;

3. Bill review and cost savings PPO philosophy;

4. Medical bill review software utilized and the software provider;

5. Bill review work flow from receipt of bill through Explanation of Benefits and recommended payment;

6. Experience and training of bill review staff;

7. Average standard turnaround time for bills;

8. Fee options and how fees are calculated;

9. Average level of savings for bill review;

10. In the absence of a fee schedule, how rate reductions are negotiated;

11. Computer systems and the ability to interface with TPA and utilization review contractor computer systems. Also, the ability to generate reports documenting bill review activity, costs and savings for the City;

12. PPO networks offered and the average below-fee schedule reductions;

13. PPO fee options and how fees are calculated;

14. Pharmacy PPO services and average savings;

15. Any distinguishing or unique qualifications that your company possesses or any other information that documents your ability to provide quality bill review services.

16. Explanation of Benefits for sample bills processed and submitted to the City per the scheduled activities calendar on page one.

SERVICES TO BE PROVIDED
The following minimum services will be required of the contractor awarded the bill review agreement:

1. Provide state of the art bill review service for the City of Bakersfield;

2. Review all bills in a timely manner for compliance with applicable fee schedules and reduce accordingly, including those that fall outside of a fee schedule or PPO network;

3. Identify duplicate billings and how they are handled;

4. Deny charges for all items not required for injury described;

5. Identify all unauthorized charges to ensure billing does not exceed parameters of injured workers’ treatment plan;

6. Maintain contracts with effective PPO organizations (including pharmacies), that include providers in the City of Bakersfield area;

7. Provide reports on a monthly and annual basis outlining bill review activity, savings and costs. Provide ad hoc reports as requested;

8. Provide a computer system that interfaces with both the City’s workers’ compensation TPA and utilization review provider;

9. Handle all provider inquiries regarding bill reductions.

10. Assist in defense of liens at the Workers’ Compensation Appeals Board. 4 Workers’ Compensation Bill Review Services RFP 2026

AGREEMENT DOCUMENTS
A sample copy of the Agreement is included as Exhibit B to this RFP. Please review the agreement carefully. The contractor agrees, that if selected, to enter into a written agreement, substantially the same as the sample attached hereto.

The City will not approve any requested modifications to the agreement, including the insurance clause and the indemnity clause of this agreement. At the time of agreement execution, the contractor will be required to provide evidence of insurance coverage (Certificates of Insurance) as specified in the agreement.

Failure to execute the agreement without alteration may result in the rejection of the proposal and retaining of a different Contractor by the City.

An acknowledgement line that reads as follows will be found below the signature line on the sample agreement. The contractor must review the sample agreement carefully prior to signing it.
“I have received and reviewed the sample INDEPENDENT CONTRACTOR AGREEMENT, which was included in the City’s RFP, including the INDEMNITY clause. My signature on the INDEPENDENT CONTRACTOR AGREEMENT signifies our contractor’s acceptance of said agreement if our contractor is selected for awarding an agreement for the project as described in said RFP. This acceptance is made with the understanding that the Compensation clause will be modified to contain the amounts and dates established for this agreement.”

INSURANCE REQUIREMENTS
Prior to beginning work, the contractor will provide evidence of the following insurance coverage:

1. Professional Liability Insurance providing coverage on a claims made basis for errors and omissions with limits of not less than One Million Dollars ($1,000,000);

2. Workers’ Compensation with statutory limits and employer's liability insurance with limits of not less than One Million Dollars ($1,000,000) per occurrence; and the policy shall contain a waiver of subrogation in favor of the City, its mayor, council, officers, agents, employees and volunteers.

3. General Liability Insurance with limits of not less than One Million Dollars ($1,000,000) per occurrence; Two Million Dollars ($2,000,000) in the aggregate;

4. Automobile Liability Insurance with a Combined Single Limit (CSL) of not less than One Million Dollars ($1,000,000).

The Workers’ Compensation insurance policy shall include a Waiver of Subrogation endorsement in favor of the City of Bakersfield.
5 Workers’ Compensation Bill Review Services RFP 2026
The General Liability insurance policy shall include an Additional Insured endorsement naming the City of Bakersfield, its mayor, council members, agents and employees as additional insureds.

All policies required of the contractor shall be primary insurance as to the City, its mayor, council members, officers, agents, employees, or designated volunteers and any insurance or self-insurance maintained by the City shall be excess of the contractor's insurance and shall not contribute with it.

All policies shall contain an endorsement providing the City with thirty (30) days written notice of cancellation or material change in policy language or terms.

The insurance required hereunder shall be maintained until all work required to be performed by this Agreement is satisfactorily completed as evidenced by written acceptance by the City.

The contractor shall furnish the City Risk Manager with a certificate of insurance and required endorsements evidencing the insurance required. The City may withdraw its offer of contract or cancel this contract if certificates of insurance and endorsements required have not been provided prior to the execution of this Agreement.

Full compensation for all premiums which the contractor is required to pay on all of the insurance described herein shall be considered as included in the prices paid for the various items of work to be performed under the Agreement, and no additional allowance will be made for additional premiums which may be required by extensions of the policies of insurance.

It is further understood and agreed by the contractor that its liability to the City shall not in any way be limited to or affected by the amount of insurance obtained and carried by
Unless otherwise approved by the City, if any part of the work under this Agreement is subcontracted, the "basic insurance requirements" set forth above shall be provided by, or on behalf of, all subcontractors.

ADDITIONAL INFORMATION

1. Initial agreement period and fee schedule shall be for a five-year period from the date of inception.

2. All work product and other material on cost containment activity developed on the City of Bakersfield workers' compensation claims is the property of the City and must be relinquished in good order and condition upon termination of this Contract with the contractor. The City shall not be required to pay any additional costs for the transfer of files to the City. Upon the event of termination of the agreement any additional data will be transferred without an additional fee or cost to the City.
6 Workers’ Compensation Bill Review Services RFP 2026

3. List any contracts or agreements currently existing between your business entity and the City.

4. All information received shall be treated as confidential to the extent allowed by law and shall not be released or disclosed to any person outside of the City of Bakersfield without consent of the City or unless otherwise required by law.

TERM OF THE CONTRACT
The term of the contract shall continue for a period of five (5) years commencing on July 1, 2026, and may be terminated by either City or Contractor within sixty (60) days written notice. Written notice shall be given pursuant to the “Notices” paragraph of the Agreement.

SELECTION PROCESS
The most qualified respondents may be interviewed by a selection committee, if needed.

It may be necessary to request a more detailed written proposal from those finalists.

Compliance with the submission of your proposal includes processing of sample bills with an explanation of benefits provided to the City.

REJECTION OF PROPOSALS
The City of Bakersfield reserves the right to reject any and all proposals received and to waive any informality, technical defect or clerical error in any proposal as the interest of the City may require. Applicants submitting proposals which do not substantially meet the requirements will be considered noncompliant.

SELECTION CRITERIA
The City reserves the right to award this agreement to the firm which, in the opinion of the City, most closely demonstrates compatibility with the City’s expressed goals and objectives, service needs, references, experience of the firm, and pricing options, and not necessarily to the firm with the lowest cost.

The City may make such investigation as it deems necessary to determine the ability of a proposer to furnish the required services, and the proposer will furnish to the City all such information and data for this purpose as the City may request. Any material misrepresentation or material falsification of information provided to the City in the proposal submission, or at any point in the proposal evaluation process is basis for rejection of the proposal. In the event that the misrepresentation or falsification is not discovered until after any agreement is awarded, the agreement may be terminated at that time. A determination as to whether a misrepresentation or falsification of the proposal submission is material shall be made solely in the exercise of the City’s discretion. 7 Workers’ Compensation Bill Review Services RFP 2026
Failure to provide requested information or unwillingness to accept the terms, conditions and other requirements of the RFP and sample agreement may result in rejection of the proposal.

COMPLIANCE WITH ALL LAWS
Contractor shall, at contractor’s sole cost, in responding to this proposal, and in carrying out the terms of the contract, should a contract be awarded, comply with all of the requirements of municipal, state, and federal authorities now in force, or which may hereafter be in force, and shall faithfully observe in all activities relating to or growing out of this proposal all municipal ordinances and state and federal statutes, rules and 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 § 5.02) where required.

ADDENDA
Addenda issued by the City interpreting or changing any of the items of this RFP shall be incorporated into this RFP. The contractor shall sign and date the addenda cover sheet, if any, and submit them with the proposal (or deliver them to the City Risk Management Division, if contractor has previously submitted its proposal to City). Failure to receive any addenda shall be the sole responsibility of the contractor. Contractor shall check with City to ensure all addenda have been received prior to submitting any proposal. City shall not be held liable in any event for failure of contractor to receive addenda or letters of clarification.

ADDRESS
It shall be the sole responsibility of contractor to ensure City has contractor’s proper address. City is not responsible for any misdirection, late delivery, or non-delivery of mail to contractor.

RELIANCE
Contractor shall rely only upon the RFP, letters of clarification and addenda in submitting proposals. Said proposal, letters of clarification and addenda shall include only those documents so labeled and mailed, faxed or hand-delivered by City to all contractors.

RIGHT TO REJECT OR AWARD
The issuance of this RFP does not constitute an award commitment on the part of the City, neither shall the City pay for costs incurred in the preparation of or submission of proposals. City reserves the right to reject all proposals. City reserves the right to award all, or a portion of, or none of the work set forth in this RFP. City does not, by publishing this RFP, or by awarding an agreement to any contractor, guarantee any quantity of work. City reserves the right to terminate this RFP for any reason or for no reason at all. 8 Workers’ Compensation Bill Review Services RFP 2026
TIME
Time is of the essence in this RFP and all responses thereto.

CITY PROPERTY
Unless otherwise required by law, all proposals submitted and accepted by City shall, upon acceptance, become the property of the City and shall become a public record upon acceptance and award.

IRREGULARITY WAIVER
The right is reserved by the City of Bakersfield to reject any or all proposals and to waive any irregularities or informalities not affected by law in any proposals received, to evaluate in its absolute discretion, the proposals submitted and to award the agreement according to the proposal which best serves the interests of the City.

UNDERSTANDING PROPOSAL
In submitting this proposal, the contractor agrees that they have carefully examined the specifications herein and all other provisions applying thereto and understands the intent, meanings, and requirements of the same. The contractor agrees, that if selected, to enter into a written agreement, substantially the same as the draft attached hereto, to furnish the items and/or services in the time specified, in strict conformity with the specifications and conditions proposed for the sum stated in said proposal. If the contractor has ANY changes to the attached draft agreement or does not understand any intent, meaning, or requirement of the draft agreement or City’s Request for Proposal, the firm shall state questions, in writing, to the City of Bakersfield prior to signing the proposed draft agreement. Failure to fully clear up any questions in a timely manner shall rest solely and totally upon the contractor and City reserves the right to de-select the contractor for failure to execute the agreement as proposed.

DEADLINE FOR RFP
Five (5) copies of your proposal should be received via mail or hand delivery no later than Friday, February 27, 2026 at 5:00 p.m., Pacific Standard Time, at the following address. No proposals will be accepted via facsimile or by email. The City assumes no responsibility for non-receipt of submittal packages due to any delay, including, but not limited to, carrier delay. It is the proposer’s responsibility to meet the deadline stated above. There will be no exceptions to the deadline.

CITY OF BAKERSFIELD
Attention: Jena Covey, Risk Manager
1600 Truxtun Avenue, 4th Floor
Bakersfield, CA 93301
9 Workers’ Compensation Bill Review Services RFP 2026

DEADLINE FOR PROVIDING EXPLANATION OF BENEFITS FOR BILL REVIEW SERVICES Explanation of benefits for bill reviews should be received via mail no later than Friday, March 27, 2026 at 5:00 p.m., Pacific Standard Time, at the following address. No proposals will be accepted via facsimile or by email. The City assumes no responsibility for nonreceipt of submittal packages due to any delay. It is the proposer’s responsibility to meet the deadline stated above. There will be no exceptions to the deadline.

CITY OF BAKERSFIELD
Attention: Jena Covey, Risk Manager
1600 Truxtun Avenue, 4th Floor
Bakersfield, CA 93301

QUESTIONS CONCERNING THE PROPOSAL OR SPECIFICATIONS SHOULD BE DIRECTED TO JENA COVEY, RISK MANAGER (661) 326-3738.
10 Workers’ Compensation Bill Review Services RFP 2026
CITY OF BAKERSFIELD WORKERS’ COMPENSATION PROGRAM INFORMATION FOR 2024 1 Average annual bill volume for 2024 14,033
2 Volume of duplicate bills 1,757
3 Volume of prescription bills 1,612
4 Total medical charges billed, OMFS savings, PPO savings and out of network savings for 2024 $16,336,417.99
5 Bill review savings $8,058,060.16
6 PPO Savings $825,270.68
7 Out of Network Savings $476.47
8 Net Savings $8,310,763.19
9 Total number of lines for 2024 37,758
10 Annual bill volume goes through the reconsideration
process per year 197
11 Annual bill volume goes through the IBR process per year 0

EXHIBIT A
11 Workers’ Compensation Bill Review Services RFP 2026
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 _________________________________________ a [business type: Sole Proprietorship; Partnership; Corporation; LLC; etc.] authorized to do business in California (referred to herein as “CONTRACTOR”).

R E C I T A L S
WHEREAS, CONTRACTOR represents that CONTRACTOR is experienced, well qualified and a specialist in the field of Workers’ Compensation Bill Review Services.

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: Workers’ Compensation Bill Review Services.

The scope of work shall include all items contained in CONTRACTOR’s Proposal and CITY’s Request for Proposals. CONTRACTOR’s Proposal and CITY’s Request for Proposals are incorporated herein by reference as though fully set forth. 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. COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work (“Compensation”): Compensation for all work, services or products called for under this Agreement shall consist of a total payment of ___________ Dollars ($_______________) which shall be paid as follows: Fees shall be paid through the CITY’s Workers’ Compensation Third Party Administrator on behalf of the CITY. The CITY shall receive monthly bills and shall have ultimate authority on all payments made to CONTRACTOR. CITY will pay CONTRACTOR within thirty (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 $_____________ for performing the Scope of Work.

EXHIBIT B
12 Workers’ Compensation Bill Review Services RFP 2026

3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on June 30, 2031.

4. TERMINATION. Either party may terminate this Agreement after giving the other party written notice, as provided herein, sixty (60) 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 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.

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 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. 13 Workers’ Compensation Bill Review Services RFP 2026

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.

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.

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.
14 Workers’ Compensation Bill Review Services RFP 2026

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;

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 selfinsurance in accordance with the provisions of that code, and I will comply with such provisions before commencing 15 Workers’ Compensation Bill Review Services RFP 2026
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 firstdollar coverage basis, or contain a deductible provision. Subject to CITY’s advance approval, CONTRACTOR may utilize a selfinsured 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.

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 16 Workers’ Compensation Bill Review Services RFP 2026
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.

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. 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 17 Workers’ Compensation Bill Review Services RFP 2026
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: Jena Covey, Risk Manager

CITY OF BAKERSFIELD

CITY HALL
1600 Truxtun Avenue 4th Floor
Bakersfield, California 93301
CONTRACTOR: (Name of Project Manager)
(Title of Project Manager)
(Address)
Telephone (___) _____________

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.

32. TAX NUMBERS.

CONTRACTOR’s Federal Tax ID Number ______________________ CONTRACTOR is a corporation? Yes No ________
(Please check one.)

33. 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 18 Workers’ Compensation Bill Review Services RFP 2026
allowed to recover from CONTRACTOR, and CONTRACTOR shall pay on demand, all costs of notification.

34. 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 NAME OF CONTRACTOR
By:________________________________ By:_________________________________ KAREN GOH Print Name:

Mayor Title: __
APPROVED AS TO CONTENT:

CITY MANAGER’S OFFICE
By:________________________________

RICK ANTHONY
Assistant City Manager
APPROVED AS TO FORM: COUNTERSIGNED:
(Deputy) City Attorney:_______________________ Finance Director: _____________________

VIRGINIA GENNARO RANDY MCKEEGAN
Insurance:____________
By:_________________________________________
(Print Name)_______________________________
(Title)______________________________________
“I have received and reviewed the sample INDEPENDENT
CONTRACTOR AGREEMENT including the INDEMNITY clause
which was included in the City’s RFP. My signature above shall signify our vendor’s acceptance of said contract if our vendor is selected for awarding a contract as described in said RFP. This acceptance is made with the understanding that the Compensation and time for Completion clauses will be modified or created to contain the amounts and dates established for this contract.”
INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 1 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 ALLIED MANAGED CARE, INC. a Corporation authorized to do business in California (referred to herein as “CONTRACTOR”).

R E C I T A L S
WHEREAS, CONTRACTOR represents that CONTRACTOR is experienced, well qualified and a specialist in the field of Workers’ Compensation Bill Review Services.

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: Workers’ Compensation Bill Review Services.

The scope of work shall include all items contained in CONTRACTOR’s Response to Proposal (Exhibit A) and CITY’s Request for Proposals (Exhibit B), both incorporated herein by reference as though fully set forth. 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. COMPENSATION/PAYMENT PROCEDURE. Compensation for all work, services or products called for under this Agreement shall depend on the type of medical bill reviewed and shall be paid in accordance with the cost proposal attached hereto as Exhibit C and incorporated by reference herein. The total compensation for performing the Scope of Work includes, but is not limited to, all out-of-pocket costs and taxes. CITY will pay no other compensation to CONTRACTOR and in no case will CITY compensate CONTRACTOR more than Three Million Five Hundred Thousand Dollars ($3,500,000) for performing the Scope of Work within the five (5) year term.

3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on June 30, 2031.

4. TERMINATION. Either party may terminate this Agreement after giving the other party written notice, as provided herein, sixty (60) 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 records and documentation shall be kept Docusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 2 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.

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 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.

Docusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 3

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.

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.

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 Docusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 4 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;

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 selfinsurance 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 firstDocusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 5 dollar coverage basis, or contain a deductible provision. Subject to CITY’s advance approval, CONTRACTOR may utilize a selfinsured 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.

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, Docusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 6 and all subcontractors must agree in writing to be bound by the provisions of this section.

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. 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: Jena Covey, Risk Manager

CITY OF BAKERSFIELD

CITY HALL
1600 Truxtun Avenue 4th Floor
Bakersfield, California 93301
Docusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 7 CONTRACTOR: Mark Denison, Sr. Vice President Operations ALLIED MANAGED CARE, INC.
10445 Old Placerville Road
Sacramento, California 95827

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.

32. TAX NUMBERS.

CONTRACTOR’s Federal Tax ID Number 94-3226395___________ Is CONTRACTOR a corporation? Yes X No ________
(Please check one.)

33. 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.

34. 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.

Docusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C INDEPENDENT CONTRACTOR'S AGREEMENT – Over $100,000 Page 8 "CITY" “CONTRACTOR”
CITY OF BAKERSFIELD ALLIED MANAGED CARE, INC.

By:________________________________ By:_________________________________

KAREN GOH DOMINIC RUSSO
Mayor President & CEO
APPROVED AS TO CONTENT:

CITY MANAGER’S OFFICE
By:________________________________

RICK ANTHONY
Assistant City Manager
APPROVED AS TO FORM: COUNTERSIGNED:

City Attorney:_____________________ Finance Director: ___________________

VIRGINIA GENNARO RANDY MCKEEGAN
Insurance:_______
Attachment: Exhibit A: Allied Managed Care Response to Proposal Exhibit B: City of Bakersfield Request for Proposals
Exhibit C: Allied Managed Care Cost Proposal
Docusign Envelope ID: 53CB0E00-7E08-84D2-81EB-3C386CAB537C Exhibit C

ADMINISTRATIVE REPORT
MEETING DATE: May 27, 2026 AGENDA CATEGORY: Consent- Agreements TO: Honorable Mayor and City Council
FROM: Gregory Pronovost, Technology Services Director
DATE: May 13, 2026
SUBJECT: Agreement with Motorola Solutions Inc.,
(not to exceed $100,000 for their Investigative LPR Applications for the Bakersfield Police Department
RECOMMENDATION:

Staff recommends approval of this amendment.

BACKGROUND:

The Bakersfield City Police Department would like to enter into an agreement with Motorola Solution Inc. for a five-year term for their Investigative LPR Applications. The Investigative LPR applications will assist the Bakersfield Police Department camera systems in identifying capturing, reading, and recording vehicle license plate numbers in real-time using specialized cameras and optical character recognition (OCR) to improve public safety and provide officers with critical information.

A total, lump sum payment of One Hundred Thousand One Hundred Dollars ($100,100.00) made in five (5) annual installments after the Scope of Work is completed to CITY’s satisfaction per Exhibit A, such satisfaction not to be unreasonably withheld or delayed, which is attached hereto and incorporated by reference herein as follows:
$20,020.00 May 2026
$20,020.00 May 2027
$20,020.00 May 2028
$20,020.00 May 2029
$20,020.00 May 2030
FISCAL IMPACT:

Funding is available through the Equipment Fund
COUNCIL GOAL:

Innovative and Efficient City Government
ATTACHMENTS:

1. Motorola - Investigative LPR Agreement.pdf

2. DocuSign Summary.pdf
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 MOTOROLA SOLUTIONS INC. a corporation authorized to do business in California (referred to herein as “PROVIDER”).

R E C I T A L S
WHEREAS, on April 16, 2025, CITY entered into Agreement No. TS25-015 with PROVIDER for a one (1) year subscription to PROVIDER’s Investigative License Plate Reader Applications; and
WHEREAS, PROVIDER provides an advanced license plate recognition software which allows CITY to access shared law enforcement and commercial databases via a subscription, increasing officer awareness, patrol productivity and investigative efficiency; and
WHEREAS, PROVIDER represents that PROVIDER is experienced, well qualified and a specialist in the field of public safety and security products and services; and
WHEREAS, CITY’s Police Department desires to subscribe to PROVIDER’s Investigative LPR Applications for a five (5) year term, subject to and in accordance with the Motorola Quote No. 3510698 attached hereto as Exhibit A and incorporated herein, and Motorola Solutions Subscription Services Terms and Conditions attached hereto as Exhibit B and incorporated herein.

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

1. SCOPE OF WORK. In exchange for the Compensation (defined below), PROVIDER shall perform the following: annual five (5) year subscription to Investigative LPR Applications (“Scope of Work”). The Scope of Work shall be subject to the terms and conditions set forth in Exhibit A and Exhibit B, attached hereto.

2. COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay PROVIDER as follows for performing the Scope of Work (“Compensation”):

Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA A total, lump sum payment of One Hundred Thousand One
Hundred Dollars ($100,100.00) made in five (5) annual
installments after the Scope of Work is completed to CITY’s satisfaction per Exhibit A, such satisfaction not to be unreasonably withheld or delayed, which is attached hereto and incorporated by reference herein as follows:
$20,020.00 May 2026
$20,020.00 May 2027
$20,020.00 May 2028
$20,020.00 May 2029
$20,020.00 May 2030
CITY will pay PROVIDER within thirty (30) days after PROVIDER 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 PROVIDER 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 PROVIDER. In no case will CITY compensate PROVIDER more than One Hundred Eight Thousand Three Hundred Fifty-Eight Dollars ($108,358.00) for performing the Scope of Work.

3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on May 10, 2031.

4. TERMINATION. Either party may terminate this Agreement if the other Party breaches a material obligation under the Agreement and does not cure such breach after giving the other party written notice, as provided herein, thirty (30) days before the termination is effective. In the event any identified funding is not appropriated or becomes unavailable, the CITY reserves the right to terminate this Agreement for non-appropriation upon thirty (30) days’ advance written notice to PROVIDER. In the event of such termination, PROVIDER shall be entitled to compensation for all conforming Products delivered or performed prior to the date of termination.

5. ACCOUNTING RECORDS. PROVIDER 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 PROVIDER's office during the term of this Agreement, and for a period of three (3) years from the date of the final payment hereunder.

PROVIDER acknowledges that CITY has the right to inspect certain PROVIDER books and records for the purpose of verifying performance in accordance with the terms of the contract. CITY’S inspection is limited to Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA the verification of shipment to invoice quantities and related receipts. After CITY provides thirty (30) days' written notice, CITY may send a representative to a PROVIDER’S facility during normal business hours to conduct such limited review, or at CITY’S request PROVIDER will provide copies of the specific documents to CITY’S location for its review. PROVIDER books and records provided to CITY pursuant to this provision shall not be used, duplicated or disclosed to any other third party without the express written permission of PROVIDER. In no circumstances will PROVIDER be required to create or maintain documents not kept in the ordinary course of PROVIDER’S business operations, nor will PROVIDER be required to disclose any information, including but not limited to product cost data, which it considers confidential or proprietary to PROVIDER.

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. PROVIDER shall, at PROVIDER’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 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.

Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA

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

12. EQUIPMENT. PROVIDER 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.

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

PROVIDER 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 PROVIDER other than that of an independent contractor.

Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA

19. INSURANCE.

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

19.1.1 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 combined single limit.

19.1.2 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 and aggregate. The policy must:

19.1.2.1 Provide contractual liability coverage;

19.1.2.2 Provide products and completed operations
coverage;

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

19.1.2.4 Contain an additional insured endorsement in
favor of CITY and its mayor, council, officers,
agents, employees, and designated volunteers
(blanket endorsement may be used).

19.1.3 Workers' compensation insurance with Statutory limits and Employers Liability insurance with limits of not less than $1,000,000 per accident, disease, and disease policy limit.

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, PROVIDER must submit to CITY
the following certification before beginning any work on Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA 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, PROVIDER 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 (blanket endorsement may be used).

19.2 General Provisions Applying to All Insurance Types.

19.2.1 All deductibles and self insured retentions are the sole responsibility of the PROVIDER.

19.2.2 The Commercial General Liability and Automobile Liability policies required of PROVIDER must be primary insurance as to CITY and its mayor, council, officers, agents, employees, or designated volunteers and any insurance or selfinsurance maintained by CITY and its mayor, council, officers, agents, employees, and designated volunteers
must be excess of PROVIDER’s insurance and must not
contribute with it.

19.2.3 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 are the sole responsibilities of the Provider.

19.2.4 The insurance required in this section must be maintained until the Scope of Work is satisfactorily completed as
evidenced by CITY’s written acceptance.

19.2.5 Full compensation for all premiums which PROVIDER is required to pay to satisfy the Basic Insurance Requirements shall be considered as included in the prices paid for the Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA 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.

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

19.2.7 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 PROVIDER, and all subcontractors must agree in writing to be bound by the provisions of this section.

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

21. KEY PERSONNEL. At request of CITY, PROVIDER 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 PROVIDER shall not change such personnel without the approval of CITY.

22. LICENSES. PROVIDER 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 PROVIDER to practice its profession and perform the Scope of Work. If PROVIDER is a corporation, at least one (1) officer or key employee shall hold the required licenses or professional degrees. If PROVIDER is a partnership, at least one (1) partner shall hold the required licensees or professional degrees.

23. 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.

24. 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.

Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA

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

26. 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
PROVIDER: MOTOROLA SOLUTIONS INC.
500 W. Monroe Street
Chicago, Illinois 60661

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

28. 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.

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

30. STARTING WORK. PROVIDER shall not begin work until authorized to do so in Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA writing by CITY. No work will be authorized before the date first written above.

31. TAX NUMBERS.

PROVIDER’s Federal Tax ID Number 36-1115800
PROVIDER is a corporation? Yes X No
(Please check one.)

32. TITLE TO DOCUMENTS. All documents, plans, and drawings, maps, photographs, and other papers, or copies thereof prepared by PROVIDER pursuant to the terms of this Agreement, shall, remain PROVIDER property.

PROVIDER grants CITY a limited, non-exclusive license to use such documents solely for its internal business purposes.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above.
"CITY" “PROVIDER”
CITY OF BAKERSFIELD MOTORLA SOLUTIONS INC.

By:________________________________ By:_________________________________ KAREN GOH Print Name:

Mayor Title: __
APPROVED AS TO CONTENT: Attachment(s): Exhibit A- Motorola Quote No. 3510698 TECHNOLOGY SERVICES DEPARTMENT Exhibit B- Motorola Solutions Subscription Services Terms & Conditions
By:_______________________________

GREGORY PRONOVOST
Technology Services Director
APPROVED AS TO FORM: COUNTERSIGNED:
(Deputy) City Attorney:_______________________ Finance Director: _____________________

ASHLEY ZAMBRANO RANDY MCKEEGAN
Insurance:____________
Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Nora Chang
Area Sales Manager
Quote Date:02/19/2026
Expiration Date:04/20/2026
Quote Created By:

Lindsay Plummer
Lindsay.Plummer@
motorolasolutions.com
End Customer:

BAKERSFIELD, CITY OF
Clarissa Garcia
[email protected]
661-326-3783
Line # Item Number Description Qty Term Sale Price Ext. Sale Price Investigative LPR
Applications
1 VS-CD-HS SOFTWARE, COMMERCIAL

DATA SUBSCRIPTION
1 5 YEAR $100,100.00 $100,100.00
Grand Total $100,100.00(USD)
QUOTE-3510698
Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the ""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists between Motorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products.

Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800

EXHIBIT A
Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Pricing Summary
Payment Term Upfront Sale Price
Upfront Costs*
$0.00
Upfront Subscription Fee
Investigative LPR Applications Annually $20,020.00
Sub Total: $20,020.00
Payment Term Sale Price Annual Sale Price
Year 2 Subscription Fee
Investigative LPR Applications Annually $20,020.00 $20,020.00 Year 3 Subscription Fee
Investigative LPR Applications Annually $20,020.00 $20,020.00 Year 4 Subscription Fee
Investigative LPR Applications Annually $20,020.00 $20,020.00 Year 5 Subscription Fee
Investigative LPR Applications Annually $20,020.00 $20,020.00 Sub Total: $80,080.00
Grand Total System Price (Inclusive of Upfront and Annual Costs) $100,100.00 *Upfront costs include the cost of Hardware, Accessories and Implementation, where applicable.

Notes:
●   The Pricing Summary is a breakdown of costs and does not reflect the frequency at which you will be invoiced. ● Renewal 5/11/26 - 5/10/31 (5 years paid annually)
● Unless otherwise noted, this quote excludes sales tax or other applicable taxes (such as Goods and Services Tax, sales tax, Value Added Tax and other taxes of a similar nature). Any tax the customer is subject to will be added to invoices.

QUOTE-3510698
Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the ""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists between Motorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products.

Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800

EXHIBIT A
Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Motorola Solutions, Inc
US Standalone SSA v2.1.1 8.8.2025 1
Motorola Solutions Subscription Services Terms & Conditions This Motorola Solutions Subscription Services Terms & Conditions (the “SSTC”) is entered into between Motorola Solutions, Inc., and affiliated companies, with offices at 500 W. Monroe Street, Suite 4400, Chicago, IL 60661 (“Motorola”) and the entity purchasing Products (as defined below) from Motorola (“Customer”). Motorola and Customer will each be referred to herein as a “Party” and collectively as the “Parties”. This Agreement (as defined below) is effective as of the earlier of (a) the first purchase of a Product from Motorola, (b) the date of the last signature on the Agreement; and (c) the date Customer accepts the Agreement online (the “Effective Date”).

1. Agreement.

1.1. Scope; Agreement Documents. This SSTC governs Customer’s purchase of Subscription Services and certain related Licensed Software and Professional Services from Motorola. Additional terms and conditions applicable to specific Products are set forth in one or more agreed upon addenda incorporated within this SSTC (each an “Addendum”, and collectively the “Addenda”). This SSTC, the applicable Addenda, and Proposal collectively form the Parties’ “Agreement”.

1.2. Order of Precedence. In interpreting this Agreement and resolving any ambiguities, each Addendum will control with respect to conflicting terms in the Agreement, but only as applicable to the Products described in such Addendum. The Proposal will control with respect to conflicting terms in the SSTC or any Addenda, but only as applicable to the Products described in the Proposal.

2. Definitions.
“Authorized Users” means Customer’s employees and contractors engaged for the purpose of supporting or using the Products on behalf of Customer, and that are not competitors of Motorola, and the entities (if any) specified in a Proposal or otherwise approved by Motorola in writing (email from an authorized Motorola signatory accepted), which may include affiliates or other Customer agencies. “Change Order” means a written amendment to this Agreement after the Effective Date. “Fees” means the charges applicable to the Products, excluding applicable sales or similar taxes and freight charges.
“Confidential Information” means any and all non-public information provided by one Party to the other that is disclosed under this Agreement in oral, written, graphic, machine recognizable, or sample form, being clearly designated, labeled or marked as confidential or its equivalent or that a reasonable business person would consider non-public and confidential by its nature. With respect to Motorola, Confidential Information will also include Products, and Documentation, as well as any other information relating to the Products. “Customer Data” has the meaning given to it in the DPA. “Customer-Provided Equipment” means components, including equipment and software, not provided by Motorola which may be used with the Products.
“Data Processing Addendum” or “DPA” means the Motorola Data Processing Addendum applicable to processing of data, including Customer Data, as updated, supplemented, or superseded from time to time. The DPA is incorporated into and made a part of this Agreement for all purposes pertaining to the contents of the DPA. Where terms or provisions in the Agreement conflict with terms or provisions of the DPA, the terms or provisions of the DPA will control with respect to the contents of the DPA. “Documentation” means the documentation for the Products, or data, that is delivered or made available with the Products that specifies technical and performance features, capabilities, users, or operation, including training manuals, and other deliverables, such as reports, specifications, designs, plans, drawings, analytics, or other information.

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“Feedback” means comments or information, in oral or written form, given to Motorola by Customer or Authorized Users, including end users, in connection with or relating to the Products. “Integration Services” means the design, deployment, implementation, and integration Services provided by Motorola in order to design, install, set up, configure, and/or integrate the applicable Products as agreed upon by the Parties.
“Licensed Software” means software which is made available to Customer by Motorola (for example software accessible via a website provided by Motorola, or software installed on or made available for Customer-Provided Equipment) and is licensed to Customer by Motorola.
“Motorola Data” means data owned by Motorola and made available to Customer in connection with the Products;
“Motorola Materials” means proprietary equipment, hardware, content, software, tools, data, and other materials, including designs, utilities, models, methodologies, systems, and specifications, which Motorola has developed or licensed from third parties (including any corrections, bug fixes, enhancements, updates, modifications, adaptations, translations, de-compilations, disassemblies, or derivative works of the foregoing, whether made by Motorola or another party). Products, Motorola Data, Third-Party Data (as defined in the DPA), and Documentation, are considered Motorola Materials.
“Non-Motorola Materials” means collectively, Customer or third-party equipment, software, services, hardware, content, and data that is not provided by Motorola. “Proposal” means solution descriptions, pricing, equipment lists, statements of work (“SOW”), schedules, technical specifications, quotes, order forms, and other documents setting forth the Products to be purchased by Customer and provided by Motorola.
“Products” or “Product” is how the Licensed Software and Services being purchased by the Customer is collectively referred to in this Agreement (collectively as “Products”, or individually as a “Product”). “Professional Services” are services provided by Motorola to Customer under this Agreement, including Integration Services, the nature and scope of which are more fully described in the Proposal. “Prohibited Jurisdiction” means any jurisdiction in which the provision of such Products is prohibited under applicable laws or regulations.
“Services” means services, including access to services, as described in the Proposal, and includes Integration Services, Subscription Services, and Professional Services provided by Motorola. “Service Completion Date” means the date of Motorola’s completion of the Services described in a Proposal. “Service Use Data” has the meaning given to it in the DPA. “Site” or “Sites” means the location where the Integration Services will take place. “Software-as-a-Service” or “SaaS” means a solution that includes at least one Subscription Service and associated Licensed Software, which may include, as an example, client software or a web page. “Subscription” means a recurring payment for Products, as set out in the Proposal. “Subscription Services” or “Recurring Services” means Services, including access to Services, paid for on a subscription basis. Subscription Services includes services available through SaaS Products. “Term” means the term of this SSTC which will commence on the Effective Date and continue until six (6) months after the termination, expiration, or discontinuance of Subscriptions under the last Proposal in effect.

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3. Products and Services.

3.1. Products. Motorola will sell (a) licenses to Licensed Software, and (b) Services to Customer, to the extent each is set forth in this Agreement. At any time during the Term, Motorola may substitute any Products at no cost to Customer, if the substitute is substantially similar to the Products set forth in this Agreement. All Licensed Software is provided pursuant to the terms of the Software License Agreement.

3.2. Services.

3.2.1. Motorola will provide Services, to the extent set forth in this Agreement.

3.2.2. Integration Services; Maintenance and Support Services. Motorola will provide Integration Services at the applicable Sites, agreed upon by the Parties.

3.2.3. Service Proposals. The Fees for Services will be set forth in Motorola’s Proposal. A Customer point of contact may be set forth in the applicable SOW for the Services.

3.2.4. Service Completion. Services described in a Proposal will be deemed complete upon the Service Completion Date, or as Services expire, or are renewed or terminated.

3.2.5. Professional Services

3.2.5.1. Additional Service Terms. If Customer is purchasing Professional Services to evaluate or assess networks, systems or operations; network security assessment or network monitoring; software application development Services; or transport connectivity services, Additional Services Terms apply.

3.3. Additional Product Terms. If the Products include one of the following Products or Product types, additional terms apply as found in the below links:

AI Terms
Comparison Manager
Data licensed from Motorola
Drone related Products
Mobile Video Products, such as LPR cameras, bodycams, or vehicle cameras, and related software

3.4. Non-Preclusion. If, in connection with the Products provided under this Agreement, Motorola performs assessments of its own, or related, products or makes recommendations, including a recommendation to purchase other products, nothing in this Agreement precludes such efforts nor precludes Motorola from participating in a future competitive bidding process or otherwise offering or selling the recommended products to Customer. Customer represents that this paragraph does not violate its procurement standards or other laws, regulations, or policies.

3.5. Customer Obligations. Customer represents that information Customer provides to Motorola in connection with receipt of Products are accurate and complete in all material respects. If any assumptions in the Proposals or information provided by Customer prove to be incorrect, or if Customer fails to perform any of its obligations under this Agreement, Motorola’s ability to perform its obligations may be impacted and changes to the Agreement, including the scope, Fees, and performance schedule may be required.

3.6. Documentation. Products may be delivered with Documentation. Documentation is and will be owned by Motorola, unless otherwise expressly stated in a Proposal that certain Documentation will be owned by Customer. Motorola hereby grants Customer a limited, royalty-free, worldwide, non-exclusive license to use the Documentation solely for its internal business purposes in connection with the Products.

3.7. Authorized Users. Customer will ensure its employees and Authorized Users comply with the terms of this Agreement and will be liable for all acts and omissions of its employees and Authorized Users. Customer is responsible for the secure management of Authorized Users’ names, passwords and login credentials for access to Products.

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3.8. Export Control. Customer, its employees, and any other Authorized Users will not access or use the Products in any Prohibited Jurisdiction, and Customer will not provide access to the Products to any government, entity, or individual located in a Prohibited Jurisdiction. Customer represents and warrants that (a) it and its Authorized Users are not named on any U.S. government list of persons prohibited from receiving U.S. exports, or transacting with any U.S. person; (b) it and its Authorized Users are not a national of, or a company registered in, any Prohibited Jurisdiction; (c) Customer will not permit its Authorized Users to access or use the Products in violation of any U.S. or other applicable export embargoes, prohibitions or restrictions; and (d) Customer and its Authorized Users will comply with all applicable laws regarding the transmission of technical data exported from the U.S. and the country in which Customer, its employees, and the Authorized Users are located.

3.9. Change Orders. Unless a different change control process is agreed upon in writing by the Parties, a Party may request changes to an Addendum or a Proposal by submitting a Change Order to the other Party. If a requested change causes an increase or decrease in the Products, the Parties by means of the Change Order will make appropriate adjustments to the Fees, project schedule, or other matters. Change Orders are effective and binding on the Parties only upon execution of the Change Order by an authorized representative of both Parties.

4. Term and Termination.

4.1. Term. The applicable Addendum or Proposal will set forth the Term for the Products governed thereby.

4.1.1. Subscription Terms. Unless otherwise specified in the Proposal, for Products purchased as a Subscription, the Subscription commences upon Delivery of, or Customer having access to, the first applicable Product ordered under this Agreement and will continue for a twelve (12) month period or such other period identified in a Proposal (the “Initial Subscription Period”) and, unless otherwise stated in the Proposal, will automatically renew for additional twelve (12) month periods (each, a “Renewal Subscription Year”), unless either Party notifies the other of its intent not to renew at least thirty (30) days before the conclusion of the then-current Subscription Term. (The Initial Subscription Period and each Renewal Subscription Year will each be referred to herein as a “Subscription Term”.) Motorola may increase Fees prior to any Renewal Subscription Year by notifying Customer of the proposed increase no later than thirty (30) days prior to commencement of the Renewal Subscription Year.

4.2. Termination. Either Party may terminate the Agreement or the applicable Addendum or Proposal if the other Party breaches a material obligation under the Agreement and does not cure such breach within thirty (30) days after receipt of notice of the breach or fails to produce a cure plan within such period of time. Each Addendum and Proposal may be separately terminable as set forth therein.

4.3. Termination for Non-Appropriation. In the event any identified funding is not appropriated or becomes unavailable, the Customer reserves the right to terminate this Agreement for non-appropriation upon thirty (30) days’ advance written notice to Motorola. In the event of such termination, Motorola shall be entitled to compensation for all conforming Products delivered or performed prior to the date of termination.

4.4. Suspension of Services. Motorola may promptly terminate or suspend any Products under a Proposal if Motorola determines: (a) the related Product license has expired or has terminated for any reason; (b) the applicable Product is being used on a hardware platform, operating system, or version not approved by Motorola; (c) Customer fails to make any payments when due; or (d) Customer fails to comply with any of its other obligations or otherwise delays Motorola’s ability to perform.

4.5. Wind Down of Subscription. In addition to the termination rights in this Agreement, Motorola may terminate any Subscription Term, in whole or in part, in the event Motorola plans to cease offering the applicable Licensed Software or Subscription Services to customers.

4.6. Effect of Termination or Expiration. Upon termination for any reason or expiration of this Agreement, an Addendum, or a Proposal, Customer and the Authorized Users will return or destroy (at Motorola’s option) all Motorola Materials and Motorola’s Confidential Information in their possession or control and, as applicable, provide proof of such destruction. If Customer has any outstanding payment obligations under EXHIBIT B Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Motorola Solutions, Inc
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this Agreement, Motorola may accelerate and declare all such obligations of Customer immediately due and payable by Customer. Notwithstanding the reason for termination or expiration, Customer agrees to pay Motorola for Products already delivered or performed. Customer has a duty to mitigate any damages under this Agreement, including in the event of default by Motorola and Customer’s termination of this Agreement.

4.7. Early Termination. In the event that Customer purchases any Product at a price below the published list price for such Product in connection with Customer entering into a fixed- or minimum required Subscription TermSubscription Term for Products, and Customer or Motorola terminates the Agreement prior to the expiration of such Subscription Term, then Motorola will have the right to invoice Customer for, and Customer will pay, the amount of the discount to the published list price for the Product or such other amount set forth in writing. This Section will not limit any other remedies Motorola may have with respect to an early termination.

5. Payment, Invoicing, Delivery and Risk of Loss

5.1. Fees. Fees and charges applicable to the Products will be as set forth in the applicable Proposal. Changes in the scope of Products described in a Proposal that require an adjustment to the Fees will be set forth in the applicable pricing schedule. The Fees for any Products exclude expenses associated with unusual and costly Site access requirements, tariffs, fluctuations in the costs of energy, raw materials, and fuel. Motorola reserves the right to equitably adjust the Fees for these expenses upon written notice to Customer. Customer will reimburse Motorola for expenses reasonably incurred by Motorola in connection with the Products. The annual Subscription Fee for Products may include certain one-time Fees, such as start-up fees, license fees, or other fees set forth in a Proposal. Motorola may suspend Licensed Software and any Subscription Services if Customer fails to make any payments within thirty (30) days of invoice due date when due.

Motorola acknowledges the Customer may require the issuance(s) of a purchase order or notice to proceed as part of the Customer’s procurement process. However, Customer agrees that the issuance or nonissuance of a purchase order or notice to proceed does not preclude the Customer from its contractual obligations as defined in this Agreement.

5.2. Taxes. The Fees do not include any excise, sales, lease, use, property, or other taxes, assessments, duties, or regulatory charges or contribution requirements (collectively, “Taxes”), all of which will be paid by Customer, except as exempt by law, unless otherwise specified in a Proposal. If Motorola is required to pay any Taxes, Customer will reimburse Motorola for such Taxes (including any interest and penalties) within thirty (30) days after Customer’s receipt of an invoice therefore. Customer will be solely responsible for reporting the Products for personal property tax purposes, and Motorola will be solely responsible for reporting taxes on its income and net worth.

5.3. Invoicing. Motorola will invoice Customer as described in this Agreement and Customer will pay all invoices within thirty (30) days of the invoice date or as otherwise specified in writing. Late payments will be subject to interest charges at the maximum rate permitted by law, commencing upon the due date. Motorola may invoice electronically via email, and Customer agrees to receive invoices via email. Customer acknowledges and agrees that a purchase order or other notice to proceed is not required for payment for Products.

5.4. Payment. Customer will pay invoices for the Products provided under this Agreement in accordance with the invoice payment terms set forth in Section 5.3. Generally, invoices are issued upon Motorola’s Delivery of Licensed Software or Customer access to SaaS Products, as applicable, but if a specific invoicing or payment schedule is set forth in the Agreement, such schedule will determine the invoicing cadence.

Motorola will have the right to suspend future deliveries of Products if Customer fails to make any payments when due.

5.5. Delivery and Title. Delivery of SaaS Products will occur when the Services are made available to Customer (“Delivery”). Title to Licensed Software will not pass to Customer at any time.

5.6. Future Regulatory Requirements. The Parties acknowledge and agree that certain Products (for example, cyber services) are in evolving technological areas and therefore, laws and regulations regarding Products may change. Changes to existing Products required to achieve regulatory compliance may be available for an additional fee. Any required changes may also impact the price for Products.

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6. Sites; Customer-Provided Equipment; Non-Motorola Materials.

6.1. Access to Sites. Customer will facilitate Motorola’s access to the Sites as necessary. Customer will ensure that Sites are suitable for the installation, use, and maintenance of the Products.

6.2. Customer-Provided Equipment. Customer will be responsible, at its sole cost and expense, for providing and maintaining the Customer-Provided Equipment in good working order. Customer represents and warrants that it has all rights in Customer-Provided Equipment to permit Motorola to access and use the applicable Customer-Provided Equipment to provide the Products under this Agreement, and such access and use will not violate any laws or infringe any third-party rights (including intellectual property rights). Customer (and not Motorola) will be fully liable for Customer-Provided Equipment, and Customer will immediately notify Motorola of any Customer-Provided Equipment damage, loss, change, or theft that may impact Motorola’s ability to provide the Products under this Agreement, and Customer acknowledges that any such events may cause a change in the Fees or performance schedule under the applicable Proposal.

6.3. Non-Motorola Materials. In certain instances, Customer may be permitted to access, use, or integrate NonMotorola Materials with or through the Products. If Customer accesses, uses, or integrates any Non-Motorola Materials with the Products, Customer will first obtain all necessary rights and licenses to permit Customer’s and its Authorized Users’ use of the Non-Motorola Materials in connection with the Products. Customer will also obtain the necessary rights for Motorola to use such Non-Motorola Materials in connection with providing the Products, including the right for Motorola to access, store, and process such Non-Motorola Materials (e.g., in connection with SaaS Products), and to otherwise enable interoperation with the Products.

Customer represents and warrants that it will obtain the foregoing rights and licenses prior to accessing, using, or integrating the applicable Non-Motorola Materials with the Products, and that Customer and its Authorized Users will comply with any terms and conditions applicable to such Non-Motorola Materials. If any Non-Motorola Materials requires access to Customer Data, Customer hereby authorizes Motorola to allow the provider of such Non-Motorola Materials to access Customer Data, in connection with the interoperation of such Non-Motorola Materials with the Products.

6.4. Customer acknowledges and agrees that Motorola is not responsible for, and makes no representations or warranties with respect to, the Non-Motorola Materials (including any disclosure, modification, or deletion of Customer Data resulting from use of Non-Motorola Materials or failure to properly interoperate with the Products). If Customer receives notice that any Non-Motorola Materials must be removed, modified, or disabled within the Products, Customer will promptly do so. Motorola will have the right to disable or remove Non-Motorola Materials if Motorola believes a violation of law, third-party rights, or Motorola’s policies is likely to occur, or if such Non-Motorola Materials poses or may pose a security or other risk or adverse impact to the Products, Motorola, Motorola’s systems, or any third party (including other Motorola customers).

6.5. Motorola may provide certain Non-Motorola Materials as an authorized sales representative of a third party as set out in a Proposal. As an authorized sales representative, the third party’s terms and conditions will apply to any such sales. Any orders for such Non-Motorola Materials will be fulfilled by the third party.

6.6. End User Licenses. Notwithstanding any provision to the contrary in the Agreement, certain Non-Motorola Materials software are governed by a separate license, EULA, or other agreement, including terms governing third-party equipment or software, such as open source software, included in the Products. Customer will comply, and ensure its Authorized Users comply, with any such additional terms applicable to third-party equipment or software. Certain third party flow-down terms applicable to Motorola Products may apply.

6.7. Prohibited Use. Customer will not integrate or use, or permit a third party or an Authorized User to integrate or use, any Non-Motorola Materials with or in connection with Licensed Software provided by Motorola under this Agreement, without the express written permission of Motorola.

6.8. Client Support. For Licensed Software requiring a local client installation, Customer is responsible for installing the current version. Motorola will support each client version for 45 days after its release but may update the client at any time, and does not guarantee support for prior client versions.

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7. Representations and Warranties.

7.1. Mutual Representations and Warranties. Each Party represents and warrants to the other Party that (a) it has the right to enter into, and execute, the Agreement and perform its obligations hereunder, and (b) the Agreement will be binding on such Party.

7.2. WARRANTY DISCLAIMER. PRODUCTS PURCHASED HEREUNDER ARE PROVIDED “AS IS” AND WITH ALL FAULTS. MOTOROLA DISCLAIMS ALL OTHER WARRANTIES OR CONDITIONS, EXPRESS

OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND QUALITY. MOTOROLA DOES NOT REPRESENT OR WARRANT THAT USE OF THE PRODUCTS WILL BE UNINTERRUPTED, ERRORFREE, OR FREE OF SECURITY VULNERABILITIES, OR THAT THEY WILL MEET CUSTOMER’S PARTICULAR REQUIREMENTS.

7.3. ADDITIONAL WARRANTY EXCLUSIONS. NOTWITHSTANDING ANY PROVISION OF THE AGREEMENT

TO THE CONTRARY, MOTOROLA WILL HAVE NO LIABILITY FOR (A) DEFECTS IN OR DAMAGE TO PRODUCTS RESULTING FROM USE OTHER THAN IN THE NORMAL AUTHORIZED MANNER; (B)

TESTING, MAINTENANCE, REPAIR, INSTALLATION, OR MODIFICATION BY PARTIES OTHER THAN MOTOROLA; (C) CUSTOMER’S OR ANY AUTHORIZED USER’S FAILURE TO COMPLY WITH INDUSTRY AND OSHA OR OTHER LEGAL STANDARDS; (D) ISSUES OR OBSOLESCENCE OF LICENSED

SOFTWARE DUE TO CHANGES IN CUSTOMER OR AUTHORIZED USER REQUIREMENTS, EQUIPMENT, OR SYSTEMS; (E) TRACKING AND LOCATION-BASED SERVICES; OR (F) BETA SERVICES.

8. Indemnification.

8.1. General Indemnity. Motorola will defend, indemnify, and hold Customer harmless from and against any and all damages, losses, liabilities, and expenses (including reasonable fees and expenses of attorneys) arising from any actual third-party claim, demand, action, or proceeding (“Claim”) for personal injury, death, or direct damage to tangible property to the extent caused by Motorola’s negligence, gross negligence or willful misconduct while performing its duties under this Agreement, except to the extent the claim arises from Customer’s negligence or willful misconduct. Motorola’s duties under this Section 8.1 – General Indemnity are conditioned upon: (a) Customer promptly notifying Motorola in writing of the Claim; (b) Motorola having sole control of the defense of the suit and all negotiations for its settlement or compromise to the extent allowed by applicable law; and (c) Customer cooperating with Motorola and, if requested by Motorola, providing reasonable assistance in the defense of the Claim.

8.2. Intellectual Property Infringement. Motorola will defend Customer against any third-party claim alleging that a Motorola-developed Product (the “Infringing Product”) directly infringes a United States patent or copyright (“Infringement Claim”), and Motorola will pay all damages finally awarded against Customer by a court of competent jurisdiction for an Infringement Claim, or agreed to in writing by Motorola in settlement of an Infringement Claim. Motorola’s duties under this Section 8.2 – Intellectual Property Infringement are conditioned upon: (a) Customer promptly notifying Motorola in writing of the Infringement Claim; (b) Motorola having sole control of the defense of the suit and all negotiations for its settlement or compromise; and (c) Customer cooperating with Motorola and, if requested by Motorola, providing reasonable assistance in the defense of the Infringement Claim.

8.2.1. If an Infringement Claim occurs, or in Motorola’s opinion is likely to occur, Motorola may at its option and expense: (a) procure for Customer the right to continue using the Infringing Product; (b) replace or modify the Infringing Product so that it becomes non-infringing; or (c) grant Customer (i) a prorated refund of any amounts pre-paid for the Infringing Product (if the Infringing Product is Licensed Software) or (ii) a credit for the Infringing Product.

8.2.2. In addition to the other damages disclaimed under this Agreement, Motorola will have no duty to defend or indemnify Customer for any Infringement Claim that arises from or is based upon: (a) Customer Data, Customer-Provided Equipment, Non-Motorola Materials, or third-party equipment, hardware, software, data, or other third-party materials; (b) the combination of the Product with any products or materials not EXHIBIT B Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Motorola Solutions, Inc
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provided by Motorola; (c) a Product designed, modified, or manufactured in accordance with Customer’s designs, specifications, guidelines or instructions; (d) a modification of the Product by a party other than Motorola; (e) use of the Product in a manner for which the Product was not designed or that is inconsistent with the terms of this Agreement; or (f) the failure by Customer to use or install an update to the Product that is intended to correct the claimed infringement. In no event will Motorola’s liability resulting from an Infringement Claim extend in any way to any payments due on a royalty basis, other than a reasonable royalty based upon revenue derived by Motorola from Customer from sales or license of the Infringing Product.

8.2.3. This Section 8.2 – Intellectual Property Infringement provides Customer’s sole and exclusive remedies and Motorola’s entire liability in the event of an Infringement Claim.

9. Limitation of Liability.

9.1. EXCEPT FOR PERSONAL INJURY OR DEATH, THE TOTAL AGGREGATE LIABILITY OF MOTOROLA,

ITS AFFILIATES, AND ITS AND THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SUBCONTRACTORS, AGENTS, SUCCESSORS, AND ASSIGNS (COLLECTIVELY, THE “MOTOROLA PARTIES”), WHETHER BASED ON A CLAIM IN CONTRACT OR IN TORT, LAW OR EQUITY, RELATING

TO OR ARISING OUT OF THE AGREEMENT WILL NOT EXCEED THE TOTAL FEES PAID FOR THE APPLICABLE PRODUCT DURING THE CONSECUTIVE TWELVE (12) MONTH PERIOD IMMEDIATELY PRECEDING THE EVENT FROM WHICH THE FIRST CLAIM AROSE. EXCEPT FOR PERSONAL INJURY

OR DEATH, THE MOTOROLA PARTIES WILL NOT BE LIABLE IN CONNECTION WITH THIS AGREEMENT (WHETHER UNDER MOTOROLA’S INDEMNITY OBLIGATIONS, A CAUSE OF ACTION

FOR BREACH OF CONTRACT, UNDER TORT THEORY, OR OTHERWISE) FOR ANY INDIRECT,

INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES OR DAMAGES

FOR LOST PROFITS OR REVENUES, EVEN IF MOTOROLA HAS BEEN ADVISED BY CUSTOMER OR

ANY THIRD PARTY OF THE POSSIBILITY OF SUCH DAMAGES OR LOSSES AND WHETHER OR NOT SUCH DAMAGES OR LOSSES ARE FORESEEABLE.

9.2. EXCLUSIONS FROM LIABILITY. NOTWITHSTANDING ANY OTHER PROVISION OF THIS

AGREEMENT, MOTOROLA WILL HAVE NO LIABILITY FOR DAMAGES ARISING OUT OF (A) CUSTOMER

DATA, INCLUDING ITS TRANSMISSION TO MOTOROLA, OR ANY OTHER DATA AVAILABLE THROUGH THE PRODUCTS; (B) CUSTOMER-PROVIDED EQUIPMENT OR SITES; NON-MOTOROLA MATERIALS; THIRD-PARTY EQUIPMENT, HARDWARE, SOFTWARE, DATA, OR CONTENT; OR UNKNOWN OR UNAUTHORIZED COMBINATION OF PRODUCTS AND SERVICES; (C) LOSS OF DATA, HACKING, RANSOMWARE, THIRD-PARTY ATTACKS OR DEMANDS; (D) MODIFICATION OF PRODUCTS NOT AUTHORIZED BY MOTOROLA; (E) RECOMMENDATIONS PROVIDED IN CONNECTION WITH THE PRODUCTS PROVIDED UNDER THIS AGREEMENT; (F) DATA RECOVERY SERVICES OR DATABASE MODIFICATIONS; OR (G) CUSTOMER’S OR ANY AUTHORIZED USER’S BREACH OF THIS AGREEMENT OR MISUSE OF THE PRODUCTS.

IN ADDITION TO THE FOREGOING EXCLUSIONS FROM DAMAGES, AND NOTWITHSTANDING ANY

PROVISION OF THE AGREEMENT TO THE CONTRARY, MOTOROLA WILL HAVE NO LIABILITY FOR (A) INTERRUPTION OR FAILURE OF CONNECTIVITY, VULNERABILITIES, OR SECURITY EVENTS; (B) DISRUPTION OF OR DAMAGE TO CUSTOMER’S OR THIRD PARTIES’ SYSTEMS, EQUIPMENT, OR

DATA, INCLUDING DENIAL OF ACCESS TO USERS, OR SHUTDOWN OF SYSTEMS CAUSED BY INTRUSION DETECTION SOFTWARE OR HARDWARE; (C) AVAILABILITY OR ACCURACY OF ANY

DATA AVAILABLE THROUGH SOFTWARE-AS-A-SERVICE PRODUCTS, OR INTERPRETATION, USE, OR MISUSE THEREOF; (D) TRACKING AND LOCATION-BASED SERVICES; OR (E) BETA SERVICES.

9.3. Statute of Limitations. Customer may not bring any claims against a Motorola Party in connection with this Agreement or the Products more than one (1) year after the date of accrual of the cause of action.

10. Confidentiality.

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10.1. Confidential Information. Customer and Motorola agree that, subject to any applicable freedom of information or public records legislation, Motorola’s Confidentiality Terms apply to information shared between the Parties.

11. Proprietary Rights; Data; Feedback.

11.1. Motorola Materials. Customer acknowledges that Motorola may use or provide Customer with access to “Motorola Materials”. Except when Motorola has expressly transferred title or other interest to Customer in writing, the Motorola Materials are the property of Motorola or its licensors, and Motorola or its licensors retain all right, title and interest in and to the Motorola Materials (including, all rights in patents, copyrights, trademarks, trade names, trade secrets, know-how, other intellectual property and proprietary rights, and all associated goodwill and moral rights).

This Agreement does not grant to Customer any shared development rights in or to any Motorola Materials or other intellectual property, and Customer agrees to execute any documents and take any other actions reasonably requested by Motorola to effectuate the foregoing. Motorola and its licensors reserve all rights not expressly granted to Customer, and no rights, other than those expressly granted herein, are granted to Customer by implication, estoppel or otherwise. Customer will not modify, disassemble, reverse engineer, derive source code or create derivative works from, merge with other software, distribute, sublicense, sell, or export the Products or other Motorola Materials, or permit any third party to do so.

11.2. Ownership of Customer Data. Customer retains all right, title and interest, including intellectual property rights, if any, in and to Customer Data. Motorola acquires no rights to Customer Data except those rights granted under this Agreement including the right to Process (as defined in the DPA) and use the Customer Data as set forth in the DPA.

11.3. Feedback. Any Feedback provided by Customer is entirely voluntary, and will not create any confidentiality obligation for Motorola, even if designated as confidential by Customer. Motorola may use, reproduce, license, and otherwise distribute and exploit the Feedback without any obligation or payment to Customer or Authorized Users and Customer represents and warrants that it has obtained all necessary rights and consents to grant Motorola the foregoing rights.

11.4. Improvements. The Parties agree that, notwithstanding any provision of this Agreement to the contrary, all fixes, modifications and improvements to the Products conceived of or made by or on behalf of Motorola that are based either in whole or in part on the Feedback, Customer Data, or Service Use Data (or otherwise) are the exclusive property of Motorola and all right, title and interest in and to such fixes, modifications or improvements will vest solely in Motorola. Customer agrees to execute any written documents necessary to assign any intellectual property or other rights it may have in such fixes, modifications or improvements to Motorola.

12. Force Majeure; Delays Caused by Customer.

12.1. Force Majeure. Except for Customer’s payment obligations hereunder, neither Party will be responsible for nonperformance or delayed performance due to events outside of its reasonable control. If performance will be significantly delayed, the affected Party will provide notice to the other Party, and the Parties will agree (in writing) upon a reasonable extension to any applicable performance schedule.

12.2. Delays Caused by Customer. Motorola’s performance of the Products will be excused for delays caused by Customer or its Authorized Users or subcontractors, or by failure of any assumptions set forth in this Agreement (including in any Addendum or Proposal). In the event of a delay under this Section 13.2 – Delays Caused by Customer, (a) Customer will continue to pay the Fees as required hereunder, (b) the Parties will agree (in writing) upon a reasonable extension to any applicable performance schedule, and (c) Customer will compensate Motorola for its out-of-pocket costs incurred due to the delay (including those incurred by Motorola’s affiliates, vendors, and subcontractors).

13. Disputes. The Parties will use the following procedure to resolve any disputes relating to or arising out of this Agreement (each, a “Dispute”):

EXHIBIT B Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Motorola Solutions, Inc
US Standalone SSA v2.1.1 8.8.2025 10

13.1. Governing Law. All matters relating to or arising out of the Agreement are governed by the laws of the State of Illinois, unless Customer is the United States Government (or an agency thereof) or a state government or state agency or local municipality within the United States, in which case all matters relating to or arising out of the Agreement will be governed by the laws of the State in which the Products and Services are provided. The terms of the U.N. Convention on Contracts for the International Sale of Goods and the Uniform Computer Information Transactions Act will not apply.

13.2. Negotiation; Mediation. The Parties will attempt to timely resolve the Dispute promptly through good faith negotiations. Either Party may initiate dispute resolution procedures by sending a notice of Dispute (“Notice of Dispute”) to the other Party. The Parties will choose an independent mediator within thirty (30) days of such Notice of Mediation. Neither Party may unreasonably withhold consent to the selection of a mediator, but if the Parties are unable to agree upon a mediator, either Party may request that the American Arbitration Association nominate a mediator. Each Party will bear its own costs of mediation, but the Parties will share the cost of the mediator equally. Unless otherwise agreed in writing, all in person meetings under this Section 14.2 – Negotiation; Mediation will take place in Chicago, Illinois, and all communication relating to the Dispute resolution will be maintained in strict confidence by the Parties. Notwithstanding the foregoing, any Dispute arising from or relating to Motorola’s intellectual property rights must be decided by a court of competent jurisdiction, in accordance with Section 14.3 – Litigation, Venue, Jurisdiction below.

13.3. Litigation, Venue, Jurisdiction. If the Dispute has not been resolved by mediation within sixty (60) days from the Notice of Mediation, either Party may submit the Dispute exclusively to a court in Cook County, Illinois, or in the case the Customer is the United States, a state agency, or local municipality, then the appropriate court in the State in which the Products and Services are provided. Each Party expressly consents to the exclusive jurisdiction of such courts for resolution of any Dispute and to enforce the outcome of any mediation.

14. General.

14.1. Compliance with Laws. Each Party will comply with applicable laws in connection with the performance of its obligations under this Agreement, including that Customer will ensure its and its Authorized Users’ use of the Products complies with law (including privacy laws), and Customer will obtain any FCC, FAA, and other licenses or authorizations (including licenses or authorizations required by foreign regulatory bodies) required for its and its Authorized Users’ use of the Products. Motorola may, at its discretion, cease providing or otherwise modify Products (or any terms related thereto in an Addendum or Proposal), in order to comply with any changes in applicable law.

14.2. Audit; Monitoring. Motorola will have the right to monitor and audit use of the Products, including an audit of total user licenses credentialed by Customer for any Licensed Software or SaaS Products, which may also include access by Motorola to Customer Data and Service Use Data. Customer will provide notice of such monitoring to its Authorized Users and obtain any required consents, including individual end users, and will cooperate with Motorola in any monitoring or audit. Customer will maintain during the Term, and for two (2) years thereafter, accurate records relating to any licenses granted under this Agreement to verify compliance with this Agreement. Motorola or a third party (“Auditor”) may inspect Customer’s and, as applicable, Authorized Users’ premises, books, and records. Motorola will pay expenses and costs of the Auditor, unless Customer is found to be in violation of the terms of the Agreement, in which case Customer will be responsible for such expenses and costs. In the event Motorola determines that Customer’s usage of the Licensed Software or SaaS Product exceeded the number of licenses purchased by Customer at a given time, Motorola may invoice Customer for the additional licenses used by Customer, pro-rated for each additional license from the date such license was activated, and Customer will pay such invoice in accordance with the payment terms in the Agreement.

14.3. Assignment and Subcontracting. Neither Party may assign or otherwise transfer this Agreement without the prior written approval of the other Party. Motorola may assign or otherwise transfer this Agreement or any of its rights or obligations under this Agreement without consent (a) for financing purposes, (b) in connection with a merger, acquisition or sale of all or substantially all of its assets, (c) as part of a corporate reorganization, or (d) to a subsidiary corporation. Subject to the foregoing, this Agreement will be binding EXHIBIT B Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Motorola Solutions, Inc
US Standalone SSA v2.1.1 8.8.2025 11
upon the Parties and their respective successors and assigns. Motorola may subcontract any of the work, but subcontracting will not relieve Motorola of its duties under this Agreement.

14.4. Waiver. A delay or omission by either Party to exercise any right under this Agreement will not be construed to be a waiver of such right. A waiver by either Party of any of the obligations to be performed by the other, or any breach thereof, will not be construed to be a waiver of any succeeding breach or of any other obligation. All waivers must be in writing and signed by the Party waiving its rights.

14.5. Severability. If any provision of the Agreement is found by a court of competent jurisdiction to be invalid, illegal, or otherwise unenforceable, such provision will be deemed to be modified to reflect as nearly as possible the original intentions of the Parties in accordance with applicable law. The remaining provisions of this Agreement will not be affected, and each such provision will be valid and enforceable to the full extent permitted by applicable law.

14.6. Independent Contractors. Each Party will perform its duties under this Agreement as an independent contractor. The Parties and their personnel will not be considered to be employees or agents of the other Party. Nothing in this Agreement will be interpreted as granting either Party the right or authority to make commitments of any kind for the other. This Agreement will not constitute, create, or be interpreted as a joint venture, partnership, or formal business organization of any kind.

14.7. Third-Party Beneficiaries. The Agreement is entered into solely between, and may be enforced only by, the Parties. Each Party intends that the Agreement will not benefit, or create any right or cause of action in or on behalf of, any entity other than the Parties. Notwithstanding the foregoing, a licensor or supplier of thirdparty software included in the software Products will be a direct and intended third-party beneficiary of this Agreement.

14.8. Interpretation. The section headings in this Agreement are included only for convenience The words “including” and “include” will be deemed to be followed by the phrase “without limitation”. This Agreement will be fairly interpreted in accordance with its terms and conditions and not for or against either Party.

14.9. Notices. Notices required under this Agreement to be given by one Party to the other must be in writing and either personally delivered or sent to the address provided by the other Party by certified mail, return receipt requested and postage prepaid (or by a recognized courier service, such as FedEx, UPS, or DHL), and will be effective upon receipt.

14.10. Cumulative Remedies. Except as specifically stated in this Agreement, all remedies provided for in this Agreement will be cumulative and in addition to, and not in lieu of, any other remedies available to either Party at law, in equity, by contract, or otherwise. Except as specifically stated in this Agreement, the election by a Party of any remedy provided for in this Agreement or otherwise available to such Party will not preclude such Party from pursuing any other remedies available to such Party at law, in equity, by contract, or otherwise.

14.11. Survival. The following provisions will survive the expiration or termination of this Agreement for any reason:

Section 3.5 – Customer Obligations; Section 4.6 – Effect of Termination or Expiration; Section 5 – Payment and Invoicing; Section 7.2 – Warranty Disclaimer; Section 7.3 - Additional Warranty Exclusions; Section 8.3 – Customer Indemnity; Section 9 – Limitation of Liability; Section 10 – Confidentiality; Section 11 – Proprietary Rights; Feedback; Section 12 – Force Majeure; Delays Caused by Customer; Section 13 – Disputes; and Section 14 – General.

14.12. Entire Agreement. This Agreement, including all Addenda, and Proposals, constitutes the entire agreement of the Parties regarding the subject matter hereto, and supersedes all previous agreements, proposals, and understandings, whether written or oral, relating to this subject matter. This Agreement may be executed in multiple counterparts, and will have the same legal force and effect as if the Parties had executed it as a single document. The Parties may sign in writing or by electronic signature. An electronic signature, facsimile copy, or computer image of a signature, will be treated, and will have the same effect as an original signature, and will have the same effect, as an original signed copy of this document. This Agreement may be amended or modified only by a written instrument signed by authorized representatives of both Parties. The preprinted EXHIBIT B Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Motorola Solutions, Inc
US Standalone SSA v2.1.1 8.8.2025 12
terms and conditions found on any Customer purchase order, acknowledgment, or other form will not be considered an amendment or modification or part of this Agreement, even if a representative of each Party signs such document.

The Parties hereby enter into this SSTC as of the Effective Date.

Motorola Solutions, Inc. Customer: _______________________ By: ______________________________ By: ______________________________ Name: ___________________________ Name: ____________________________ Title: ____________________________ Title: _____________________________ Date: ____________________________ Date: _____________________________ EXHIBIT B Docusign Envelope ID: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Certificate Of Completion
Envelope Id: CD98F4DD-71BD-83D6-835F-95BFBA8438DA Status: Completed Subject: Complete with Docusign: Motorola - Investigative LPR App - TS Agmt - FINAL.pdf, City of Bakersf...

Source Envelope:

Document Pages: 26 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
5/13/2026 11:38:25 AM
Holder: City Clerk's Office
[email protected]
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Signer Events Signature Timestamp
Nora Chang
[email protected]
Area Sales Manager
Motorola Solutions, Inc.

Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Using IP Address: 47.160.8.213
Sent: 5/13/2026 11:42:02 AM
Resent: 5/18/2026 2:06:32 PM
Resent: 5/19/2026 8:57:46 AM
Viewed: 5/19/2026 9:15:08 AM
Signed: 5/19/2026 9:15:49 AM
Electronic Record and Signature Disclosure:

Accepted: 5/13/2026 5:31:50 PM
ID: c23a930c-fe36-448c-8c68-53da7bb1bc7a
Gregory Pronovost
[email protected]
Technology Services Director
City of Bakersfield, Technology Services Department
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 194.146.14.209
Signed using mobile
Sent: 5/19/2026 9:15:50 AM
Viewed: 5/19/2026 11:17:13 AM
Signed: 5/19/2026 11:17:31 AM
Electronic Record and Signature Disclosure:

Accepted: 5/19/2026 11:17:13 AM
ID: b27b4a57-2c45-4fef-8e5e-d323ad2ccf38
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: 5/19/2026 11:17:33 AM
Viewed: 5/19/2026 4:09:14 PM
Signed: 5/19/2026 4:09:41 PM
Electronic Record and Signature Disclosure:

Accepted: 5/19/2026 4:09:14 PM
ID: 102d9f25-f687-400c-9d59-a930af306468
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 5/13/2026 11:42:02 AM
Envelope Updated Security Checked 5/19/2026 8:57:45 AM
Envelope Updated Security Checked 5/19/2026 8:57:45 AM
Certified Delivered Security Checked 5/19/2026 4:09:14 PM Signing Complete Security Checked 5/19/2026 4:09:41 PM
Completed Security Checked 5/19/2026 4:09:41 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.

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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: Nora Chang, Gregory Pronovost, 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 27, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: May 4, 2026
SUBJECT: Agreement with Mesa Energy Systems, Inc. dba EMCOR Services Mesa Energy (not to exceed $259,126.00) to provide a temporary chiller for the Valley Children’s Ice Center to maintain the ice rink during the modernization of the existing ice plant.

RECOMMENDATION:

Staff recommends approval of the agreement.

BACKGROUND:

On May 4, 2026, CIMCO began construction for the modernization of the ice plant at the Valley Children’s Ice Center. Prior to the start of the project, the ice rink needed to stay operational for use by the public.

To maintain ice at the facility during the modernization of the ice plant, a temporary chiller along with the necessary supporting equipment, installation and tie-in was rented and installed.

Without the temporary chiller and associated equipment, the City would have been unable to maintain the ice surface required for continued operation of the facility during construction activities. Additionally, there were only five weeks and six days remaining before the commencement of the ice plant modernization project when it was determined that a temporary chiller system would be required. Mesa Energy Systems, Inc. dba EMCOR Services Mesa Energy required approximately three weeks to procure and deliver the temporary chiller to the Valley Children’s Ice Center, followed by an additional three days to complete fabrication, installation, tie-in, and necessary electrical work. Immediate authorization of the work was necessary to ensure the temporary chiller could be delivered and installed prior to the shutdown of the existing ice plant system.

City staff, with assistance from the Director of the Valley Children’s Ice Center, contacted six contractors regarding provision of a temporary chiller for the facility. The results were as follows:
o Mesa Energy Systems, Inc. dba EMCOR Services Mesa Energy: submitted a quote for $259,126 for a two-month rental.
o United Rentals: withdrew quote.
o Aggreko: Does not provide fabrication, tie-in or engineering services. o Quinn CAT: withdrew quote.
o EquipmentShare: Does not provide fabrication, tie-in or engineering services. o Race Engineering: Did not submit a quote.

Due to the public safety concerns and the urgent timing associated with the ice plant modernization project, immediate action was required to rent and install the temporary chiller. As a result, Zachary Meyer, the Public Works Director, with the Finance Director, authorized the staff to dispense with the City’s standard procurement process to proceed with an emergency rental, installation and tie-in of a temporary chiller for the Valley Children’s Ice Center. The attached agreement ratifiesthe already agreedupon services and terms of the rental from EMCOR Services Mesa Energy.

FISCAL IMPACT:

Funding for the agreement will be from two funding sources, which include the following: Transient Occupancy Taxes (TOT, which provides funding for many of the Arena and these types of services) and General Fund.

COUNCIL GOALS:

Reliable Infrastructure
Community Character & Quality of Life
ATTACHMENTS:

1. Agreement

2. Exhibit A

3. Emergency Memo

4. Insurance Documents

ADMINISTRATIVE REPORT
MEETING DATE: May 27, 2026 AGENDA CATEGORY: Consent – Agreements TO: Honorable Mayor and City Council
FROM: Kristina Budak, Water Director
DATE: May 12, 2026
SUBJECT: Design Consultant Agreement with Meyer Civil Engineering, Inc not to exceed $257,010 for the Carrier Canal Headgate Reconstruction Project
RECOMMENDATION:

Staff recommend approval of the agreement.

BACKGROUND:

The Carrier Canal Headgate structure was last reconstructed and modified in the 1960’s. This facility has undergone routine maintenance since then, and each year the Department evaluates the condition of the structure for planned repairs. During the historic water year of 2023, the headgate structure saw significant damage and has exceeded its useful and design life. The Carrier Canal Headgate Reconstruction Project will reconstruct the existing headgate located approximately three-quarter mile downstream of Gordon’s Ferry along Round Mountain Road, on the east side of the Kern River channel at Rocky Point.

The project will ensure controlled and reliable water deliveries can continue to be made to both the City of Bakersfield and Kern Delta Water District.

The City issued a Request for Proposal to firms already prequalified as a part of the Public Works Department’s Library of Consultants. A Request for Fee Proposal for design services was sent to Meyer Civil Engineering Inc. (Meyer) due to their qualifications in water resources, civil engineering and their relevant experience in water conveyance infrastructure and regulatory requirements. On April 29, 2026, Meyer provided a proposal for their services.

Staff recommend approval of the agreement with Meyer based on their qualifications, relevant experience, and a competitive fee proposal. This agreement will authorize design funding and staff will amend the agreement at a future date for bid support and design support during construction.

This is a multi-year project with design funding budgeted in Fiscal Year (FY) 2025-26 and construction funds to be requested as a part of the FY 2027-28 budget cycle.

FISCAL IMPACT:

Sufficient funds are budgeted in the Water Resources Capital Improvement Budget within the Agricultural Water Fund, therefore, there is no impact to the City General Fund.

COUNCIL GOAL:

Reliable Infrastructure
ATTACHMENTS:

1. Agreement

2. Insurance

RESOLUTION NO.
0 ® 2 ® 2 6

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

BAKERSFIELD APPROVING AN ON - CALL LIBRARY OF

PROFESSIONAL FIRMS QUALIFIED TO PROVIDE PROFESSIONAL

SERVICES INCLUDING STUDIES, SURVEYING AND MAPPING,

PLANNING, ARCHITECTURAL, ENGINEERING AND DESIGN,

PROJECT MANAGEMENT, AND CONSTRUCTION INSPECTION
SERVICES; AND. AUTHORIZING THE CITY MANAGER, OR

DESIGNEE( S), TO ENTER INTO AGREEMENTS WITH QUALIFIED

FIRMS IN ACCORDANCE WITH BAKERSFIELD MUNICIPAL CODE
SECTION 3. 20. 105.

WHEREAS, professional surveying, planning, architectural, engineering, and inspection services are frequently necessary for studies, projects, and programs within the City' s Five- year Capital Improvement Program; and WHEREAS, the Public Works Department, in conjunction with other City Departments (" Collectively " Departments"), desire to establish an on -call Library of Professional Firms ( hereinafter " Library") that identifies prequalified firms to perform professional services on various projects included in the City' s five-year Capital Improvement Program and other capital improvement activities that may arise; and WHEREAS, the development of a three ( 3) year Library provides Departments the opportunity to either immediately select a firm for a project or establish a brief, yet focused evaluation process amongst qualified firms, thereby establishing an alternative to the standard Request for Proposal ( RFP) process that can take up to three months to complete; and
WHEREAS, a three ( 3)- year uniform hourly rate schedule from each qualified firm for personnel and overhead costs allows Departments to simplify and streamline future individual Agreements with firms in the Library by focusing negotiated items on tasks and time; and
WHEREAS, nothing in this Resolution prevents or prohibits any City Department from conducting an individual project solicitation. by RFP or any other approved means of procurement; and
WHEREAS, authorization of Agreements under this Library will comply with Bakersfield Municipal Code Section 3.20. 105; and
WHEREAS, on September 18, 2025, staff issued a public notice informing professional surveying and mapping, architectural, and engineering firms of an opportunity to respond to a Request for Qualifications ( RFQ) process with the intent of qualifying multiple firms to assist the City with a broad range of projects that were listed and described within the solicitation; and
In
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