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.
11.2.4. 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.
11.2.5. Full compensation for all premiums which the Developer 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.
11.2.6. It is further understood and agreed by Developer that its liability to City will not in any way be limited to or affected by the amount of insurance obtained and carried by Developer in connection with this Agreement.
11.2.7. 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
Developer, and all subcontractors must agree in writing to be bound by the provisions of this section.
12. MISCELLANEOUS.
12.1. Governing Law. The laws of the State of California will govern the validity of this Agreement, its interpretation, and its performance.
Any litigation arising in any way from this Agreement must be brought in Kern County, California.
12.2. Notices. All notices related to this Agreement must be given in writing, must be personally served or sent by certified or registered mail, and will be effective upon actual personal service or depositing in the United States mail. The parties must be addressed as follows, or at any other address designated by notice:
IMPROVEMENT AGREEMENT- 2 Party
G:\GROUPDAT\AGREEMENTS\2026 PW AGREEMENTSXTract 7338-2 IMP AGR.docx Updated - June 13. 2023
City: CITY OF BAKERSFIELD
Development Services Department
Attention: Land Development
1600 Truxtun Avenue
Bakersfield, California 93301
Telephone: (661) 326-3724
Developer: Frontier Land Partners, LLC
PO Box 20247
Bakersfield, CA 93390
Telephone: (661) 808-3932
Email: [email protected]
Surety: Harco National Insurance Company
Attn: Kelsey Menefee
4200 Six Forks Road, Suite 1400
Raleigh, NC 27609
Telephone: (925) 658-9263
Email: [email protected]
12.3. 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 will be unenforceable and otherwise null and void without the need for further action by the non-assigning party or parties.
12.4. Binding Effect. The rights and obligations of this Agreement will inure to the benefit of, and be binding upon, the parties to the Agreement and their heirs, administrators, executors, personal representatives, successors, and assigns.
12.5. Merger and Modification. All prior agreements between the parties are incorporated in this Agreement, which constitutes the entire agreement of the parties. Its terms are intended by the parties as a final expression and complete and exclusive statement of their IMPROVEMENT AGREEMENT - 2 Party
G:\GROUPDAT\AGREEMENTS\2026 PW AGREEMENTSXTract 7338-2 IMP AGR.docx Updated-June 13, 2023
agreement with respect to the terms that are included herein and may not be contradicted by extrinsic evidence of any prior agreement or contemporaneous oral agreement in any judicial or arbitration proceeding involving this Agreement. This Agreement may be modified only in a writing approved by the City Council and signed by all the parties.
12.6. 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.
12.7. Independent Contractor. This Agreement calls for the performance of Developer's services as an independent contractor. Developer will not be considered an employee of City for any purpose and is not entitled to any of the benefits provided by City to its employees.
This Agreement must not be construed as forming a partnership or any other association with Developer other than that of an independent contractor.
12.8. Agreement Mutually Drafted. This Agreement is the product of negotiation, and all parties are equally responsible for its authorship.
California Civil Code Section 1654 does not apply to the interpretation of this Agreement.
12.9. Exhibits. If there is 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 will prevail. All exhibits to which reference is made in this Agreement are deemed incorporated in this Agreement, whether or not actually attached.
12.10. Tax Numbers.
Developer's Federal Tax Identification No. 37-1893665.
Developer is a corporation? Yes No |ZI
(Please check one.)
12.11. Non-Interest. No officer or employee of City may hold any interest in this Agreement (California Government Code Section 1090).
12.12. Further Assurances. Each party will execute and deliver such papers, IMPROVEMENT AGREEMENT - 2 Party
G:\GROUPDAT\AGREEMENTS\2026 PW AGREEMENTSXTract 7338-2 IMP AGR.docx Updated-June 13, 2023
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.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first written above.
CITY DEVELOPER
CITY OF BAKERSFIELD
By:
KAREN GOH
Mayor Print Name: Justin Batey
Frontier Land Partners, LLC
Title: Manager
[Signatures on Following Page]
IMPROVEMENT AGREEMENT - 2 Party
G:\GROUPDAT\AGREEMENTS\2026 PW AGREEMENTSMract 7338-2 IMP AGR.docx Updated - June 13, 2023
APPROVED as to content:
DEVELOPMENT SERVICES DEPARTMENT
By:
PHILLIP BURNS
Development Services Director
APPROVED as to form:
VIRGINIA GENNARO
City Attorney
By:
VIRIDIANA GALLARDO-KING
Deputy City Attorney
Insurance/Surety:
COUNTERSIGNED:
By:
RANDY MCKEEGAN
Finance Director
Attachments: Exhibit A - Checklist for Notice of Completion Exhibit B - Engineer’s Estimate
Exhibit C - Required Security
Exhibit D -Security
Exhibit E - Insurance
IMPROVEMENT AGREEMENT - 2 Party
G:\GROUPDAT\AGREEMENTS\2026 PW AGREEMENTSVract 7338-2 IMP AGR.docx Updated-June 13, 2023
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF
Notary
personally appeared
On VUI I
Public, ' ‘
Date
before me,.
(here insert name and title ofthe officer)
_________________
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
1 *
A. SEYMOUR b
X Notary Public - California |
JI Kern County f
'/ Commission #2417507 r
My Comm. Expires Oct 16, 2026
.(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Number of Pages:
DocumentDate:Other:
201 5 Apostille Service, 707-992-5551 WWW.CaliforniaApostille.US California Mobile Notary Network wvvvv.CAMNN.com
EXHIBIT A
Checklist for Notice of Completion
DEVELOPMENT SERVICES DEPARTMENT
CITY OF BAKERSFIELD
LAND DEVELOPMENT
CHECKLIST FOR NOTICE OF COMPLETION
ProjectNo. Phase No.
GENERAL INSTRUCTIONS
Submit a copy of this checklist with your Notice of Completion package. Include all items on this checklist with your package. If an item is already on file with the City, please so note. If any item is marked as NA (not applicable), provide a written justification or explanation. Failure to submit this checklist or to address all items on the checklist will result in a delay in filing the Notice of Completion and/or in the release of any securities. Processing of a Notice of Completion cannot proceed until Land Development has received direct confirmation from the Construction Division that the punch list items are complete.
OK NA Checklist Item
City’s punch list, completed and signed off by Construction Inspector.
Utility composite plan, including street light electrical service points.
Street light conduit plan, including pull boxes, points of connection, conduit details, and street light information.
Record drawings of the required improvements, signed by the Engineer of Record, along with an electronic copy
“As-graded" plans, signed by the Engineer of Record, along with an electronic copy
Letter from engineer of record certifying that monuments have been set and that the engineer has been paid for setting the monuments.
Monument elevation map provided to the City.
Maintenance letter from Recreation and Parks
Geotechnical letter confirming sump construction per Grading Plan and/or Drainage Study (if required)
Maintenance letter from Recreation and Parks
Warranty security as required shall be posted
Other items required by tract conditions:
EXHIBIT A
EXHIBIT B
Engineer’s Estimate
BOND ESTIMATE
for City of Bakersfield Tract 7338 Phase 2
Date:
Job No:
Prepared By:
6/11/2026
17-083.04
JAG
Item No. Item Description Qty Unit Unit $ Item $
Storm Drain Improvements
1. 18" Storm Drain (RGJ-RCP) 344 If 125.00 43,000
2. Type A Catch Basins 2 ea 6500.00 13,000
3. Manhole 2 ea 5200.00 10,400
Sub-Total 66,400
Sewer Improvements
4. 8" Sewer Line 977 If 70.00 68,390
5. 4" Laterals 687 If 40.00 27,480
6. Standard Manhole, 6' to 8' 4 ea 3400.00 13,600
Sub-Total 109,470
Street Improvements
7. A.C. Paving 548 tns 150.00 82,200
8. Aggregate Base (Class 2) 560 cy 120.00 67,200
9. Roadway Excavation/Subgrade Preparation 699 cy 40.00 27,960
10. 6" Curb & Gutter 2198 If 40.00 87,920
11. Sidewalk (4" thick) 11003 sf 6.00 66,018
12. Driveways (6" thick) 2873 sf 9.00 25,857
13. Handicap Ramps (ADA/Title 24/CalTrans) 2 ea 3000.00 6,000
14. Cross Gutters 542 sf 9.00 4,878
15. Street Name Signs 3 ea 300.00 900
16. Street Lights - COB Standard 4 ea 10000.00 40,000
17. Survey Monument & Encasement 4 ea 1005.00 4,020
Sub-Total 412,953
TOTAL IMPROVEMENTS: 588,823
20 % Contingency: 117,765
ENFORCEMENT COST 15,000
TOTAL IMPROVEMENT BOND: 721,588
50% LABOR BOND: 360,794
Surety for Faithful Performance $721,588
Surety for Labor and Material Bond (90 Day term from NOC) $360,794 Surety for Warranty Bond (365 Day term from NOC) $72,159 1 EXHIBIT B
EXHIBIT C
Required Security
Required Security
TYPE OF
SECURITY Performance
Labor & Materials/
Payment
Warranty/
Maintenance
WHEN
REQUIRED
When Developer submits executed Agreement
and final map to City for approval
When Developer
submits executed
Agreement and final
map to City for
approval
Before City records
the NOC of the
Improvements
AMOUNT OF
SECURITY
100% of the total estimated cost of the
Improvements as reflected in the Engineer's
Estimate attached hereto as Exhibit B and
incorporated herein by reference ("Engineer's
Estimate")
50% of the total
estimated cost of the
Improvements as
reflected in the
attached Engineer's
Estimate
10% of the total
estimated cost of
the Improvements
as reflected in the
attached Engineer's
Estimate
DATE OF
RELEASE/
REDUCTION
Within 30 days after City records a NOC of the
Improvements; but, if City discovers that
Developer performed defective work or labor or
furnished defective materials in completing the
Improvements or Developer damages the
Improvements after City records the NOC, the
Security will be released only after Developer
has repaired or replaced the defective or
damaged Improvements to City's satisfaction.
When submitted to City, the Performance
Security, on its face, must be effective for no
fewer than 18 months after the Effective Date of
this Agreement and subject to the requirements
of this section. City may, in its sole discretion,
authorize a reduction of the face value of the
Performance Security, if requested by
Developer, once the Improvements are
sufficiently completed to make them
operational and usable as a public
improvement. If the reduction is authorized. City
will use the Engineer's Estimate to determine the
amount of the reduction based on the portion
of the Improvements completed; but, in no
case, will City authorize a reduction of the face
value of the Security below 50% of the originally
required amount.
90 days after City
records a NOC of the
Improvements unless
City receives written
notice that an action
or stop notice has
been filed related to
the construction of
the Improvements, in
which case the
Security, at
Developer's request,
may be reduced to
an amount not less
than the total of all
claims on which an
action or stop notice
has been filed
18 months after
recordation of the
NOC of the
Improvements
EXHIBIT C
EXHIBIT D
Security
Bond No: 3013020
Premium: $13,162.00
City of Bakersfield
PERFORMANCE BOND
The City of Bakersfield ("City") and Frontier Land Partners* ("Principal") have entered into an agreement dated, 20 ("Agreement"), whereby Principal has agreed to install and complete certain designated public improvements for the following project:
Tract 7338 Phase 2 The Agreement, incorporated herein by this reference, requires Principal to furnish a bond securing Principal's performance of the obligations of the Agreement ("Performance Bond").
To that end, Principal and Harco National Insurance Company ("Surety") are held and firmly bound unto the City in the penal sum of $ 721,588.00**for the payment of which sum well and truly to be made, we bind ourselves and our heirs, successors, executors, and administrators, jointly and severally, firmly by these presents.
The condition of this obligation is such that if the Principal or the Principal's heirs, executors, administrators, successors, or assigns ("Principal Parties"), in all things, stand to and abide by, and well and truly keep and perform the covenants, conditions, and provisions in the Agreement and any alteration thereof made as therein provided, on Principal Parties' part, to be kept and performed at the time and in the manner therein specified, and in all respects according to their true intent and meaning, and indemnify and save harmless City and City's officers, agents, and employees as therein stipulated, then this obligation will become null and void; otherwise it will be and remain in full force and effect.
As a part of the obligation secured hereby and in addition to the face amount specified therefor, there will be included costs and reasonable expenses and fees, including reasonable attorney's fees, incurred by City in successfully enforcing such obligation, all to be taxed as costs and included in any judgment rendered.
Surety hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of the Agreement or to the work to be performed thereunder or to the related specifications will in anywise affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration, or addition to the terms of the Agreement, the work, or the specifications.
Additionally, Surety hereby waives the provisions of California Civil Code sections 2819 and 2845.
In witness whereof, this instrument has been duly executed by Principal and Surety on September28, 2026.
PRINCIPAL Frontier Land Partners, LLC SURETY Harco National Insurance Company a California Limited Liability Company
Linda K. Brager, Attorney-in-Fact
-------- -------------
LLC, a California Limited Liability Company
“Seven Hundred Twenty-One Thousand Five Hundred Eighty-Eight and No/100
PERFORMANCE BOND
Last Revised: December 6, 2013
seal
EXHIBIT D
A. notary public or other officer completing this
certificate verifies only the identity ofthe individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity ofthat document.
State ofCalifornia )
County of)
On , Wk before me, C. Shanklin, Notary Public
personally appeared
________ CjusX "B • __________________________ ,
who proved to me on the basis ofsatisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf ofwhich the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws ofthe State ofCalifornia that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
(Signature) (Affix Seal)
w
A
C. SHANKLIN £
COMM. #2541345 E
’ NOTARY PUBLIC • CALIFORNIA £
KERN COUNTY ®
j/f01™- ExP- Dec. 13,202R M
EXHIBIT D
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
County of Fresno
on before me,
Date
personally appeared _____________________
____________Christine Bagetakos
Insert Name of Notary exactly as it appears on the official seal _________ Linda K. Brager__________
Name(s) of Signers)
Notary Public,
I
CHRISTINE BAGETAKOS
Notary Public - California
Fresno County
Commission # 2522222 r
My Comm. Expires Jun 3, 2029 y
Place Notary Seal Above
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument
I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true and correct.
Signature
Signature
Witness my hand and official seal.
OPTIONAL
Description of Attached Document
Title or Type of Document:
Document Date: Number of Pages:
Signer(s) Other Than Named Above:
Capacity(ies) Claimed by Signer(s)
Top of thumb here Top of thumb here
Signer is Representing:
RIGHT THUMBPRINT
OF SIGNER
Signer’s Name:
Individual
Corporate Officer — Title(s):
Partner Limited DGeneral
Attorney in Fact
Trustee
Guardian or Conservator
Other:
Signer’s Name:
Individual
Corporate Officer — Title(s):
Partner Limited DGeneral
Attorney in Fact
Trustee /
Guardian or Conservator
Other:
Signer is Representing:
Though the Information below is not required by law, it may prove valuable to persons relying o and could prevent fraudulent removal and reattachment of the form to another ument.
RIGHT THUMBPRINT
OF SIGNER
e document
EXHIBIT D
POWER OF ATTORNEY Bond# 3013020
HARCO NATIONAL INSURANCE COMPANY
INTERNATIONAL FIDELITY INSURANCE COMPANY
Member companies of IAT Insurance Group, Headquartered: 4200 Six Forks Rd, Suite 1400, Raleigh, NC 27609 KNOW ALL MEN BY THESE PRESENTS: That HARCO NATIONAL INSURANCE COMPANY, a corporation organized and existing under the laws of the State of Illinois, and INTERNATIONAL FIDELITY INSURANCE COMPANY, a corporation organized and existing under the laws of the State of New Jersey, and having their principal offices located respectively in the cities of Rolling Meadows, Illinois and Newark, New Jersey, do hereby constitute and appoint
LINDA K. BRAGER, JOSEPH A. ORNDOFF, III., ALISON BERRY, ANDREW P. RENDON, MORGAN
SCHNEIDER, MIKE GONG, SARAH HARREN
Fresno, CA
their true and lawful attorney(s)-in-fact to execute, seal and deliver for and on its behalf as surety, any and all bonds and undertakings, contracts of indemnity and other writings obligatory in the nature thereof, which are or may be allowed, required or permitted by law, statute, rule, regulation, contract or otherwise, and the execution of such instrument(s) in pursuance of these presents, shall be as binding upon the said HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY, as fully and amply, to all intents and purposes, as if the same had been duly executed and acknowledged by their regularly elected officers at their principal offices.
This Power ofAttorney is executed, and may be revoked, pursuant to and by authority of the By-Laws of HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY and is granted under and by authority of the following resolution adopted by the Board of Directors of INTERNATIONAL FIDELITY INSURANCE COMPANY at a meeting duly held on the 13th day of December, 2018 and by the Board of Directors of HARCO NATIONAL INSURANCE COMPANY at a meeting held on the 13th day of December, 2018. “RESOLVED, that (1) the Chief Executive Officer, President, Executive Vice President, Senior Vice President, Vice President, or Secretary of the Corporation shall have the power to appoint, and to revoke the appointments of, Attorneys-in-Fact or agents with power and authority as defined or limited in their respective powers of attorney, and to execute on behalf of the Corporation and affix the Corporation's seal thereto, bonds, undertakings, recognizances, contracts of indemnity and other written obligations in the nature thereof or related thereto; and (2) any such Officers of the Corporation may appoint and revoke the appointments of joint-control custodians, agents for acceptance of process, and Attorneys-in-fact with authority to execute waivers and consents on behalf of the Corporation; and (3) the signature of any such Officer of the Corporation and the Corporation's seal may be affixed by facsimile to any power of attorney or certification given for the execution of any bond, undertaking, recognizance, contract of indemnity or other written obligation in the nature thereof or related thereto, such signature and seals when so used whether heretofore or hereafter, being hereby adopted by the Corporation as the original signature of such officer and the original seal of the Corporation, to be valid and binding upon the Corporation with the same force and effect as though manually affixed.’’
IN WITNESS WHEREOF, HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY have each executed and attested these presents on this 31st day of December, 2025
STATE OF NEW JERSEY
County of Essex
STATE OF ILLINOIS
County of Cook
Executive Vice President, Harco National Insurance Company z? SEAL OA 1984 /*,
and International Fidelity Insurance Company
On this 31st day of December, 2025 , before me came the individual who executed the preceding instrument, to me personally known, and, being by me duly sworn, said he is the therein described and authorized officer of HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY; that the seals affixed to said instrument are the Corporate Seals of said Companies; that the said Corporate Seals and his signature were duly affixed by order of the Boards of Directors of said Companies. ^t/BL'0 /£
O
.........
neM'I
*****«»MH***''
IN TESTIMONY WHEREOF, I have hereunto set my hand affixed my Official Seal, at the City of Newark, New Jersey the day and year first above written.
CERTIFICATION
Cathy Cruz a Notary Public of New Jersey
My Commission Expires April 16, 2029
I, the undersigned officer of HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY do hereby certify that I have compared the foregoing copy of the Power of Attorney and affidavit, and the copy of the Sections of the By-Laws of said Companies as set forth in said Power ofAttorney, with the originals on file in the home office of said companies, and that the same are correct transcripts thereof, and of the whole of the said originals, and that the said Power of Attorney has not been revoked and is now in full force and effect.
IN TESTIMONY WHEREOF, I have hereunto set my hand on this day, September 28, 2026 A00442
EXHIBIT D
Irene Martins, Assistant Secretary
City of Bakersfield
LABOR AND MATERIALS BOND
Bond No: 3013020
Premium Included with Performance Bond
The City of Bakersfield ("City") and Frontier Land Partners* ("Principal") have entered into an agreement dated, 20 ("Agreement"), whereby Principal has agreed to install and complete certain designated public improvements for the following project:
Tract 7338 Phase 2("Project"). The Agreement, incorporated herein by this reference, requires Principal, before entering into the performance of the work, to furnish a good and sufficient payment bond securing claims to which reference is made in Civil Code sections 9000 through 9566 ("Labor and Materials Bond").
To that end, Principal and Harco National Insurance Company ("Surety"), and their respective heirs, successors, executors, and administrators, jointly and severally, are held firmly bound unto the City and all contractors, subcontractors, laborers, material suppliers, and other persons employed in the performance of the Agreement and referred to in Civil Code sections 9000 through 9566, in the sum of $360,794,00 for materials and/or labor, of any kind, furnished for the Project, or for amounts due under the Unemployment Insurance Act with respect to the work or labor, and Surety will pay the same in an amount not exceeding the amount set forth above. Should the condition of this bond be fully performed, then this obligation will become null and void; otherwise it shall be and remain in full force and effect.
It is hereby expressly stipulated and agreed that this bond will inure to the benefit of any and all persons, companies, and corporations entitled to file claims under Civil Code sections 9000 through 9566, so as to give a right of action to them or their assigns in any suit brought upon this bond.
If suit is brought upon this bond, Surety will pay, in addition to the face amount thereof, costs and reasonable expenses and fees, including reasonable attorney's fees, incurred by City in successfully enforcing this obligation, to be awarded and fixed by the court, and to be taxed as costs and to be included in the judgment therein rendered.
Surety hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of the Agreement or to the work to be performed thereunder or to the related specifications shall in anywise affect its obligations under this bond, and it does hereby waive notice of any such change, extension of time, alteration, or addition to the terms of the Agreement, the work, or the specifications.
Additionally, Surety hereby waives the provisions of California Civil Code sections 2819 and 2845.
In witness whereof, this instrument has been duly executed by the principal and surety above named, on 9/28,2026.
PRINCIPAL Frontier Land Partners, LLC
*LLC, a California Limited Liability Company
Three Hundred Sixty Thousand Seven Hundred Ninety-Four and No/100
EXHIBIT D
LABOR AND MATERIALS BOND
Last Revised: November 20, 2013
seal
A notary public or other officer completing this
certificate verifies only the identity ofthe individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity ofthat document.
State ofCalifornia )
County of )
On __ before me, C. Shanklin, Notary Public
personally kppy^ g __________________
who proved to me on the basis ofsatisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalfofwhich the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws ofthe State ofCalifornia that the foregoing paragraph is true and correct.
(Signature)
WITNESS my hand and official seal.
(Affix Seal)
C. SHANKLIN B
COMM. #2541345 m
NOTARY PUBLIC • CALIFORNIA
KERN COUNTY "
ly Comm. Exp- Dec. 13,2029 y
EXHIBIT D
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
County of Fresno
On cSi before me,
' Date
____________Christine Bagetakos
Insert Name of Notary exactly as it appears on the official seal personallyappeared Linda K. Brager
Name(s) of Signers)
Notary Public,
CHRISTINE BAGETAKOS B
Notary Public - California J
1 Fresno County I
1 Commission It 2522222 r
a Xgssjg?7 My Comm. Expires Jun 3, 2029 B
Place Notary Seal Above
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true and correct.
Witness n
Signature
hand and official seal.
OPTIONAL
Though the Information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment ofthe form to another document.
Description of Attached Document
Title or Type of Document:
Document Date:
Signer(s) Other Than Named Above:
Capacity(ies) Claimed by Signer(s)
Top of thumb here Top of thumb here
Signer is Representing: Signer is Representing:
RIGHT THUMBPRINT
OF SIGNER
Signer’s Name:
Individual
Corporate Officer — Title(s):
Partner Limited □General
Attorney in Fact
Trustee
Guardian or Conservator
Other:/
Signer’s Name:
Individual
Corporate Officer — Title(s):
Partner Limited General
Attorney in Fact
Trustee
Guardian or Conservator
Other:
RIGHT THUMBPRINT
OF SIGNER
ber of Pages:
EXHIBIT D
POWER OF ATTORNEY Bond # 3013020
HARCO NATIONAL INSURANCE COMPANY
INTERNATIONAL FIDELITY INSURANCE COMPANY
Member companies of IAT Insurance Group, Headquartered: 4200 Six Forks Rd, Suite 1400, Raleigh, NC 27609 KNOW ALL MEN BY THESE PRESENTS: That HARCO NATIONAL INSURANCE COMPANY, a corporation organized and existing under the laws of the State of Illinois, and INTERNATIONAL FIDELITY INSURANCE COMPANY, a corporation organized and existing under the laws of the State of New Jersey, and having their principal offices located respectively in the cities of Rolling Meadows, Illinois and Newark, New Jersey, do hereby constitute and appoint
LINDA K. BRAGER, JOSEPH A. ORNDOFF, III., ALISON BERRY, ANDREW P. RENDON, MORGAN
SCHNEIDER, MIKE GONG, SARAH HARREN
Fresno, CA
their true and lawful attorney(s)-in-fact to execute, seal and deliver for and on its behalf as surety, any and all bonds and undertakings, contracts of indemnity and other writings obligatory in the nature thereof, which are or may be allowed, required or permitted by law, statute, rule, regulation, contract or otherwise, and the execution of such instrument(s) in pursuance of these presents, shall be as binding upon the said HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY, as fully and amply, to all intents and purposes, as if the same had been duly executed and acknowledged by their regularly elected officers at their principal offices.
This Power of Attorney is executed, and may be revoked, pursuant to and by authority of the By-Laws of HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY and is granted under and by authority of the following resolution adopted by the Board of Directors of INTERNATIONAL FIDELITY INSURANCE COMPANY at a meeting duly held on the 13th day of December, 2018 and by the Board of Directors of HARCO NATIONAL INSURANCE COMPANY at a meeting held on the 13th day of December, 2018. “RESOLVED, that (1) the Chief Executive Officer, President, Executive Vice President, Senior Vice President, Vice President, or Secretary of the Corporation shall have the power to appoint, and to revoke the appointments of, Attorneys-in-Fact or agents with power and authority as defined or limited in their respective powers of attorney, and to execute on behalf of the Corporation and affix the Corporation's seal thereto, bonds, undertakings, recognizances, contracts of indemnity and other written obligations in the nature thereof or related thereto; and (2) any such Officers of the Corporation may appoint and revoke the appointments of joint-control custodians, agents for acceptance of process, and Attorneys-in-fact with authority to execute waivers and consents on behalf of the Corporation; and (3) the signature of any such Officer of the Corporation and the Corporation's seal may be affixed by facsimile to any power of attorney or certification given for the execution of any bond, undertaking, recognizance, contract of indemnity or other written obligation in the nature thereof or related thereto, such signature and seals when so used whether heretofore or hereafter, being hereby adopted by the Corporation as the original signature of such officer and the original seal of the Corporation, to be valid and binding upon the Corporation with the same force and effect as though manually affixed.”
IN WITNESS WHEREOF, HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY have each executed and attested these presents on this 31st day of December, 2025
STATE OF NEW JERSEY
County of Essex
STATE OF ILLINOIS
County of Cook
Executive Vice President, Harco National Insurance Company zi SEAL IS Oi. 198* /S
and International Fidelity Insurance Company
On this 31st day of December, 2025 , before me came the individual who executed the preceding instrument, to me personally known, and, being by me duly sworn, said he is the therein described and authorized officer of HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY; that the seals affixed to said instrument are the Corporate Seals of said Companies; that the said Corporate Seals and his signature were duly affixed by order of the Boards of Directors of said Companies. / /^OTA/i>A\ \
.........
X„°FNE^
'“mu
IN TESTIMONY WHEREOF, I have hereunto set my hand affixed my Official Seal, at the City of Newark, New Jersey the day and year first above written.
CERTIFICATION
Cathy Cruz a Notary Public of New Jersey
My Commission Expires April 16, 2029
I, the undersigned officer of HARCO NATIONAL INSURANCE COMPANY and INTERNATIONAL FIDELITY INSURANCE COMPANY do hereby certify that I have compared the foregoing copy of the Power of Attorney and affidavit, and the copy of the Sections of the By-Laws of said Companies as set forth in said Power of Attorney, with the originals on file in the home office of said companies, and that the same are correct transcripts thereof, and of the whole of the said originals, and that the said Power ofAttorney has not been revoked and is now in full force and effect.
IN TESTIMONY WHEREOF, I have hereunto set my hand on this day, September 28, 2026 A00442
EXHIBIT D
Irene Martins, Assistant Secretary
EXHIBIT E
Insurance
CERTIFICATE OF LIABILITY INSURANCE ACORD DATE (MM/DD/YYYY) 08/10/2026
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).
PRODUCER
Trucordia Insurance Services, LLC
Trucordia Ins Svs, LLC DBA:
License # 0L78680 1701 G St
Bakersfield CA 93301
nam™CT Samantha Jimenez
PHONE (661)835-4542 I FAX (A/C. No. Ext): 1 (A/C, No):
address- [email protected]
INSURER(S) AFFORDING COVERAGE NAIC#
insurer a : Mesa Underwriters Specialty Ins. Co 36838
INSURED
James Bryan Batey
Frontier Land Partners, LLC
P.O. Box 20247
Bakersfield, CA 93390
INSURER B:
INSURER C :
INSURER D:
INSURER E:
INSURER F:
COVERAGES____________________ CERTIFICATE NUMBER: 2026 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.
NdTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE
ISS'UED 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. LIMITS SHOWN ARE INCLUSIVE OF AMOUNTS REQUESTED BY THE CERTIFICATE HOLDER AND MAY NOT REFLECT POLICY LIMIT AMOUNTS IN EXCESS OF THOSE REQUESTED. ‘Not Applicable in WY INSR
TYPE OF INSURANCE
ADDL
INSD
SUBR
WVD POLICY NUMBER
POLICY EFF
(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY) LIMITS
_’cf:
A
X COMMERCIAL GENERAL LIABILITY
Y MP000402810253700 08/07/2026 08/07/2027
EACH OCCURRENCE $ 1,000,000
| CLAIMS-MADE | X OCCUR
DAMAGE TO RENTED
PREMISES (Ea occurrence) $ 100,000
MED EXP (Any one person) $ 5,000
PERSONAL &ADV INJURY $ 1,000,000
GEN’L AGGREGATE LIMITAPPLIES PER: GENERALAGGREGATE J 2,000,000 X
PROPOLICY I |jeCT I I LOC PRODUCTS - COMP/OPAGG $ 2,000,000 OTHER: $
St,’.
-ibL
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT
(Ea accident) $
ANYAUTO BODILY INJURY (Per person) $
OWNED
AUTOS ONLY
HIRED
AUTOS ONLY
SCHEDULED
AUTOS
NON-OWNED
AUTOS ONLY
BODILY INJURY (Per accident) $
PROPERTY DAMAGE
(Per accident) $
$
; .-iw
il'iL
UMBRELLA LIAB OCCUR
CLAIMS-MADE
EACH OCCURRENCE $
EXCESS LIAB AGGREGATE $
DED | | RETENTION $
$
WORKERS COMPENSATION
AND EMPLOYERS’ LIABILITY y / N
ANY PROPRIETOR/PARTNER/EXECUTIVE I------- 1 OFFICER/MEMBER EXCLUDED? (Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
N/A
| PER I I OTHI STATUTE I I ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
E.L. DISEASE - POLICY LIMIT $
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached If more space is required) Location: APN 529-012-48.
The City of Bakersfield, It's mayor council, officers, agents, employees and designated volunteers are included as additional insured.
CERTIFICATE HOLDER CANCELLATION
City of Bakersfield
1501 Truxtun Ave
Bakersfield CA 93301
JjS_______ I__________________________________________________
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
ACORD 25 (2025/12) © 1988-2025 ACORD CORPORATION. All rinhte rO=»r,,ed. ■ ■[? The ACORD name and logo are registered marks of ACORD POLICY NUMBER: MP0004028I0253700 FARM
FL 04 50 10 06
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - FARM LIABILITY
This endorsement modifies insurance provided under the following:
FARM LIABILITY COVERAGE FORM
SCHEDULE
1. a Name Of Additional Insured Person(s) Or Organization(s) From Whom You Lease Land:
City of Bakersfield
1501 TRUXTON AVE
BAKERSFIELD, CA 93301-5201
1 .b. Location Of Land (Specify Part Leased To You):
Locations 1-12 Per Schedule
Description:
Crop/Grazing Land
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The insurance described by any of the following items, A. through F., does not apply unless the required entries have been made in the applicable item(s) of the Schedule.
A. The definition of "insured" is amended to include
as an additional insured the person(s) or organization^) named in ltem(s) 1.a., 2.a. and 3.a. of the Schedule, but only with respect to liability arising
out of the ownership, maintenance or use of land
and premises owned by or leased to you and designated in the Schedule respectively as Items 1.b.,
2. b and 3.b.
The insurance provided under this endorsement
does not apply to:
1. Any "occurrence" that takes place after the expiration of the lease of land or premises described in Item 1.b. or 3.b. of the Schedule;
2. Any "occurrence" that takes place after you
cease to be a tenant on the premises described in Item 2.b. of the Schedule;
3. Structural alterations, new construction or demolition operations performed by or on behalf of any person or organization described in Item
1 .a. or 2.a. of the Schedule; or
FL 04 50 10 06 © ISO Properties, Inc., 2005
Insured Copy
Paae 1 of 2
EXHIBIT E
4. "Bodily injury" to any "residence employee" of
any person or organization named in the
Schedule when the "bodily injury" arises out of
or in the course of the employee's employment
by the person or organization.
B. The definition of "insured" is amended to include
as an additional insured the person(s) or organizations) named in Item 4.a. of the Schedule, but only with respect to liability for "bodily injury",
"property damage", "personal injury" or "advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment:
1. Leased to you by that person(s) or organizations);
2. Located on the premises designated in Item
4.b. of the Schedule; and
3. Described in Item 4.c. of the Schedule.
With respect to the insurance afforded to these additional insureds, the insurance provided under this endorsement does not apply to any "occurrence"
that takes place after the equipment lease expires.
C. The definition of "insured" is amended to include
as an additional insured, the person(s) or organizations) named in Item 5.a. of the Schedule (referred to below as vendor), but only with respect to "bodily injury" or "property damage" arising out of
"your products" that are:
1. Distributed or sold in the regular course of the
vendor's business; and
2. Described in Item 5.b. of the Schedule.
The insurance provided under this endorsement
does not apply to:
a. Any express warranty unauthorized by you;
b. Any physical or chemical change in the
product made intentionally by the vendor;
c. Repackaging, except when unpacked solely
for the purpose of inspection, demonstration or testing, and then repackaged in the original container;
d. Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes
to make in the usual course of business, in
connection with the distribution or sale of
the products;
e. Products that, after distribution or sale by
you, have been labeled or relabeled or used
by or for the vendor as a container, part or
ingredient of any other thing or substance;
or
f. "Bodily injury" or "property damage" arising
out of the sole negligence of the vendor for
its own acts or omissions or those of its employees or anyone else acting on its behalf.
However, this exclusion does not apply to:
(1) The exceptions contained in Subparagraph c.; or
(2) Such inspections, adjustments, tests or
servicing as the vendor has agreed to
make or normally undertakes to make in
the usual course of business in connection with the distribution or sale of the products.
The insurance provided under this endorsement
does not apply to any person or organization that
is an "insured" and from whom you have acquired
products described in Item 5.b. of the Schedule or
to any ingredient, part or container entering into,
accompanying or containing them.
D. The definition of "insured" is amended to include
as an additional insured the person(s) or organizations) named in Item 6.a. of the Schedule, but only with respect to liability arising out of the ownership, maintenance or use of the premises designated in Item 6.b. of the Schedule.
The insurance provided under this endorsement
does not apply to "bodily injury" to any "residence
employee" of any person or organization named in
the Schedule when the "bodily injury" arises out of
or in the course of the employee's employment by
the person or organization.
E. The definition of "insured" is amended to include
as an additional insured the person(s) or organization^) named in Item 7. of the Schedule, but only with respect to their liability arising out of:
1. Their financial control of you; or
2. Premises they own, maintain or control while
you lease or occupy those premises.
The insurance provided under this endorsement
does not apply to structural alterations, new construction or demolition operations performed by or on behalf of any person or organization named in
Item 7. of the Schedule.
F. The definition of "insured" is amended to include
as an additional insured, the person(s) named in
Item 8. of the Schedule, but only with respect to
liability arising out of the ownership, maintenance
or use of the farm premises and farm personal
property shown in the Declarations.
FL 04 50 10 06 © ISO Properties, Inc., 2005
Insured Copy
EXHIBIT E
BAKERSFIELD
THE SOUND OF
Workers' Compensation Coverage
Exemption Declaration
The undersigned (hereinafter referred to as “I" or “Me”) hereby declares that the following is true and correct:
I am an individual or a company that has entered, or will be entering, into an agreement with the City of Bakersfield to provide goods or services.
I am familiar with the terms of said agreement which require Me to maintain workers’ compensation coverage as required by California Law.
I am familiar with the workers' compensation laws of California (generally contained in section 3700 of the Labor Code), including those provisions which provide for specific exemptions from the requirement that all employers must carry workers' compensation insurance, and I am exempted under the law from the requirement to maintain workers' compensation insurance coverage.
In addition, during the term of any work for the City of Bakersfield under said agreement, (i) I will not employ any person in any manner so as to become subject to the workers' compensation laws of California, or (ii) should I become subject to the worker's compensation provision of Section 3700 of the Labor Code for any reason, I shall forthwith comply with those provisions and send evidence of compliance to the City of Bakersfield.
Warning: In California, failure to secure workers’ compensation coverage is unlawful and shall subject an employer to criminal penalties and civil fines up to one hundred thousand dollars ($100,000). In addition to the cost of compensation, damages may be assessed as provided for in Section 3706 ofthe Labor Code, including, but not necessarily limited to, interest and attorney’s fees.
Risk Management-09/19
EXHIBIT E
July 28, 2026
City of Bakersfield
1715 Chester Ave
Bakersfield, CA 93301
Re: Tract 7338
Dear Councilmembers:
Frontier Land Partners, LLC does not have any employees and therefore, does not carry Workers Compensation insurance.
Frontier Land Partners, LLC does not own any automobiles and therefore, does not carry automobile liability insurance.
Sincerely,
Frontier Land Partners, LLC
Justin B. Batey, Manager
P.O. Box 20247
Bakersfield, CA 93390
EXHIBIT E
LMR
LMR
LMR
LMR
LMR
LMR
UER RR
R-IA
UER
SR
SR SR
SR
SR
SR
SR SR
SR
SR
SR
SR
LI
R-IA LMR
LR
LR
LR
LMR
LMR
SR
SR
SR
O S-P
R-IA
R-IA
LR
LR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
R-IA
LMR
LMR
LMR
LR
LR
HI
LI
LI
SR SR SR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
LMR
GC
LR
LR
LR
LR
SR
CHEYENNE
MOUNTAIN
DR
GOLDEN
ASTER ST
CHATFIELD
MEADOW WAY
JUNEBERRY CT
DONINGTON
AVE
STONE
RIVER CT MEADOW
LAKE DR
MAHOGANY CT
FIR
CT
MISTLETOE AVE
COTTON BLOSSOM AVE
PINION
CT
MARJORAM DR
JHANA
LN
SEARSPOINT AVE
AUSTIN CREEK AVE
SUN DOWN WAY
WAYNELEE CT
INDIAN MALLOW CT
GLOVER CT
ALOE CT
MUSTARD CT
CITRUS TREE CT
SUGAR MAPLE ST
PAPYRUS ST
MESSENGER ST
TUBEROSE AVE
LINEN ST
GUAVA ST
BLUE STREAM AVE
DRY CREEK LN
ROCKINGHAM
WAY
DOVERWAY
SOUTHERNWOOD AVE
PLUMERIA CT
ONYX NIGHT DR
RYEFIELD DR
POMEGRANATE AVE
CEDAR CREEK AVE
EVADELL CT
SPRING TREELN
CASCADE CT
LEONARD ALVARADO RD
TABLE ROCK AVE
STAR SHINE DR
JENKINS RD
PAMS WAY
KRAUSE DR
PATRICK LN
VEGA MEADOWS RD
NORIEGA RD
RENFR
O
R
D
RENFRO
RD
HAGEMAN RD HAGEMAN RD
SANTA FE WAY
T7338
S
CEG
A
S
T
R
A
N
S
MIS
SIO
NPIPELINE
CITY LIMIT
Document Name: 2018_07_13_ZC
0 300 600
Feet
VTTM 7338
CITY OF BAKERSFIELD
LEGEND
(GENERAL PLAN
LAND USE)
RR Ru ralResidential
2.5g ross ac res/dwelling u nit
ER EstateResidential
1dwelling u nit/netac re
SR Su b u rb an Residential
≤4dwelling u nits/netac re
SR/LR
Cou nty:≤4dwelling u nits/netac re
City:≤7.26dw elling u nits/netac re
LR Low Density Residential
≤7.26dwelling u nits/netac re
LMR Low Mediu m Density Residential
>4b u t≤10dw elling u nits/netac re
HMR Hig h Mediu m Density Residential
>7.26u nits b u t
≤17.42dwelling u nits/netac re
HR Hig h Density Residential
>17.42u nits b u t
≤72.6dw elling u nits/netac re
HC Hig h way Com m erc ial
GC GeneralCom m erc ial
MC MajorCom m erc ial
O C O ffic eCom m erc ial
MUC MixedUseCom m erc ial
LILig h tIndu strial
SI Servic eIndu strial
HIHeavy Indu strial
P Pu b lic Fac ilities
PS Pu b lic /PrivateSc h ools
PT Pu b lic Transportation Corridors
P-SW SolidW asteFac ilities
O S O pen Spac e
O S-PParks andRec reation
O S-SSlopes exc eeding 30%
R-IAResou rc eIntensiveAg ric u ltu re
20ac rem inim u m parc elsize
R-EAResou rc eExtensiveAg ric u ltu re
20ac rem inim u m parc elsize
80ac rem in (W illiam son Ac t)
R-MPResou rc eMinerals &Petroleu m
5ac rem inim u m parc elsize
UERUrb an EstateResidential
W estern RosedalePlan
0.5ac renetm inim u m parc elsize
W M W estMing Spec fic Plan
Recording requested by
and for the benefit of
the City ofBakersfield.
When recorded mail to:
City of Bakersfield
City Clerk’s Office
1600 Truxtun Avenue
Bakersfield, CA 93301
MD 1-117
THIS SPACE FOR RECORDER’S USE ONLY
10 14 7
Existing Legal: A portion of Lot 1 ofLot Line Adjustment No. 19-0287 per Certificate ofCompliance Recorded August 10,2020 as Document No. 220108296 ofOfficial Records, in the Office ofthe Kern County Recorder; also being a portion of Section 14, T29.S., R 26.E., M.D.M, in the City of Bakersfield, County of Kern, State of California.
Map or Project Number: Tract 7338 Phase 2
ATN(s): 529-012-48-00-1
COVENANT DISCLOSING INCLUSION IN MAINTENANCE DISTRICT
THIS COVENANT is executed on , 2026, by
Frontier Land Partners, LLC, a California limited liability company, in Bakersfield, herein after referred as “Owner”, in connection with the Consolidated Maintenance District, located in the City ofBakersfield, California.
The real property herein described is located within the Consolidated Maintenance District and may be assessed on an ongoing, yearly basis for maintenance of a public park and landscaping on public rights-of-way within the district. The appropriate Street and Park Tiers will be assigned by the Parks and Recreation Department.
Assessment is imposed in accordance with California Proposition 218 with the Consent of Majority Property Owner(s) as can be seen on the ballot cast and attached as Exhibit “A”.
Although this property may have been assessed a lesser amount in the present tax year, the ultimate estimated annual assessment for maintenance ofa public park and public landscaping based on full build out ofthis district, is $290.57 per equivalent dwelling unit, based on fiscal year 2026-2027 dollars and labor costs of the district. In each subsequent year, annual assessments may increase by the cost of living reflected in the Los Angeles - Riverside - Orange County / All Urban Consumers Consumer Price Index (see Bakersfield City Council Resolution No. 019-05). This covenant may not be amended or modified without the prior approval ofthe City ofBakersfield. This covenant shall run with the land.
Dated this day of , 2026.
Frontier Land Partners, LLC
a California limited liability company
City ofBakersfield
Phillip Burns, Development Services Director
NOTE: All owner(s)/developer(s) signatures must be notarized. 10 14 1
Exhibit “A” to the Covenant Disclosing Inclusion in a Maintenance District.
PROPOSITION 218 BALLOT
CITY OF BAKERSFIELD CONSOLIDATED MAINTENANCE DISTRICT
This assessment ballot is for the use of the property owner of the parcel(s) identified below, which are proposed to be included in the City of Bakersfield Consolidated Maintenance District (CMD). This assessment ballot may be used to express either support for or opposition to inclusion within the CMD. To be counted, this assessment ballot must be signed below by the owner or, ifthe owner is not an individual, by an authorized representative ofthe owner.
[TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE}
OFFICIAL ASSESSMENT BALLOT
Property Owner: Frontier Land Partners, LLC, a California limited liability company Property description: 529-012-48-00-1
The individual annual assessments for fiscal year 2026-2027 shall not exceed $290.57 per equivalent dwelling unit plus any costs incurred by the City from the County Assessor’s office for adding parcels to the Tax Roll. NOTE: In each subsequent year, annual assessments may increase by the cost of living reflected in the Los Angeles-Riverside-Orange County/All Urban Consumers Consumer Price Index.
ASSESSMENT BALLOT MEASURE
Shall the City Council ofthe City of
Bakersfield include the above described Yes
property within the Consolidated Maintenance
District and levy an assessment not to exceed O No
the amount set forth above?
Frontier Land Partners, LLC,
a California limited liability company
Owner Signature:
Title (ifrepresenting owner)-. Justin B. Batey, Manager Date:
10 14 1
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA }
A. Seymour Notary
(here insert name and title ofthe officer)
personally appeared Justin B. Batey
COUNTY OF Kern
On
Public,
Date
before me
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature:
i-------- - ■ ■■■■
T zjyx A- SEYMOUR
> Notary Public - California
5 PSRjjW’WO Kern C°UntY Commission #2417507
1 Comm. Expires Oct 16, 2026
.(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Covenant Maintenance District Number of Pages:
DocumentDate:Other:
2015 Apostille Service, 707-992-5551 WWW.CaliforniaApostille.US California Mobile Notary Network www.CAMNN.com
RECORDING REQUESTED BY
AND FOR THE BENEFIT OF
CITY OF BAKERSFIELD
WHEN RECORDED MAIL TO:
City of Bakersfield
Attn: City Clerk
1600 Truxtun Avenue
Bakersfield, CA 93301
Tract Map No. 7338 Phase 2 space above this line for recorder’s use No recording fee required: exempt pursuant to
Government Code Section 27383.
The undersigned Grantor(s) declare(s) that the
Documentary Transfer Tax is $0 Grantee is Exempt
Gov’t Agency (R&T Code 11922)
GC 27388.1(a)(1): Recorded document is expressly
exempted from payment of recording fees (FBO) Govt, agency)
CITY OF BAKERSFIELD
Bakersfield, California
t 0 1 J 0
COVENANT RELATING TO REMOVAL OF GROUNDWATER
UPON SUBDIVISION
THIS COVENANT is executed on this day of , 2026, by
Frontier Land Partners, LLC, a California limited liability company, (hereinafter “Owner/s their grantees and grantee’s heirs, or assigns”) in connection with the removal of groundwater from here-in described property, located in the incorporated area of the City of Bakersfield, County of Kern.
The owner/s of the real property herein described shall be prohibited from the pumping and taking of groundwater from the property for any use off the property; provided, however, such pumping and taking may be carried out by the authorized urban water purveyor which provides water service to the subdivided land. Owner/s their grantees and grantee’s heirs, or assigns hereby waive their right to protest such prohibition.
This covenant may not be amended or modified without the prior approval of the City of Bakersfield. This covenant shall run with the land.
Property description: Lot 1 through 19 of Tract No 7338 Phase 2, being a portion of Section 14, T.29S., R.26E., M.D.M., City of Bakersfield, County of Kern, State of California.
Frontier Land Partners, LLC,
a California limited liability company
Austin B. Batey, Manager
City of Bakersfield
Phillip Burns
Development Services Director
10 14 0
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF Kern}
On
Public,' '
Date
before me, A. Seymour
(here insert name and title ofthe officer)
Notary
personally appeared Justin B. Batey
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
1 5
A. SEYMOUR
X Notary Public - California
:) Kern County
/ Commission # 2417507
My Comm. Expires Oct 16, 2026
.(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Covenant Ground Water Number of Pages:
DocumentDate:Other:
2015 Apostille Service, 707-992-5551 WWW.CalifomiaApostille.US California Mobile Notary Network www.CAMNN.com Recording requested by
and for the benefit ofthe CITY OF
BAKERSFIELD and when recorded,
mail to :
CITY OF BAKERSFIELD
City Clerk
1600 Truxtun Ave.
Bakersfield, CA 93301
TRACT NO. 7338 Phase 2 space above this line for recorder’s use No recording fee required: exempt pursuant to
Government Code Section 27383.
The undersigned Grantor(s) declare(s) that the
Documentary Transfer Tax is $0 Grantee is Exempt
Gov’t Agency (R&T Code 11922)
GC 27388.1(a)(1): Recorded document is expressly
exempted from payment of recording fees (FBO) Govt, agency)
CITY OF BAKERSFIELD
Bakersfield, California
COVENANT RELATING TO ISSUANCE
OF CERTIFICATE OF OCCUPANCY
THIS COVENANT is executed on this day of , 2026, by
Frontier Land Partners, LLC, a California limited liability company (hereinafter "Owner/s") in connection with the recordation ofthe final map on the real property which is the subject ofthat portion ofVesting Tentative Tract No. 7338, located in the City ofBakersfield, California.
No Certificate of Occupancy will be issued for any lot until all required improvements have been completed by the subdivider and accepted or approved by the City Engineer.
This covenant may not be amended or modified without the prior approval of the City of Bakersfield. This covenant shall run with the land.
Property description: Lots 1 through 19 ofTract No. 7338 Phase 2, being a portion of Section 14, T29.S, R26.E, M.D.M., in the City ofBakersfield, County of Kern, State of California.
Justin B. Batey, Manager
Frontier Land Partners, LLC,
a California limited liability company
City ofBakersfield
Phillip Burns, Development Services Director
1 3 9
10 13’
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF Kern}
Public, < '
Date
A. Seymour before me,
(here insert name and title ofthe officer)
Notary
personally appeared ^ust'n B. Batey
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
i
A. SEYMOUR
X Notary Public - California
si Kern County
/ Commission # 2417507
My Comm. Expires Oct 16, 2026
-A
(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Covenant Occupancy Number of Pages:
DocumentDate:Other:
2015 Apostille Service, 707-992-5551 WWW.CaliforniaApostille.US California Mobile Notary Network www.CAMNN.com Recording requested by
and for the benefit of the
CITY OF BAKERSFIELD
and when recorded, mail to:
City Clerk
1600 Truxtun Ave.
Bakersfield, CA 93301
No recording fee required: exempt pursuant to
Government Code Section 27383.
SPACE ABOVE THIS LINE FOR RECORDER'S USE
1 & 1 3 8
The undersigned Grantor(s) declare(s) that the
Documentary Transfer Tax is $0 Grantee is Exempt
Gov’t Agency (R&T Code 11922)
GC 27388.1(a)(1): Recorded document is expressly
exempted from payment of recording fees (FBO) Govt, agency) Tract No. 7338 Phase 2
COVENANT DISCLOSING PROXIMITY TO DRILL SITE LOCATION
THIS COVENANT is executed on this Z2- day of , 2026,
by Frontier Land Partners, LLC, a California limited liability company, (hereinafter “Owner/s”) in connection with the recordation of the final map ofthe real property which is the subject of Tract No. 7338 Phase 2 located in the City of Bakersfield, California. This Covenant may not be amended or modified without the prior approval ofthe City of Bakersfield and shall run with the land. The real property herein described has a designated Drill Site located within 500 feet ofLots 7 through 17 ofTract 7338 Phase 2.
Property Description:
The Drill Site is located within Lot A of Tract No. 7338 Phase 2, being a portion of Lot 1 of Lot Line Adjustment No. 19-0287 per Certificate of Compliance Recorded August 10, 2020 as Document No. 220108295 in the Office of the Kern County Recorder; also being a portion of Section 14, T.29.S., R. 26.E., M.D.M., City ofBakersfield, County ofKern, State of California.
Frontier Land Partners, LLC
a California limited liability company
Justin B. Bater, Manager
City ofBakersfield
Phillip Bums, Development Services Director
10 138
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF Kern}
A. Seymour Notary
(here insert name and title ofthe officer)
On
Public,
Date
before me
personally appeared Jus*'n B. Batey
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal. 4 A- SEYMOUR I
1 Notary Public - California |
5 Kern County 5
1 Z Commission it 2417507 r
0 My Comm. Expires Oct 16, 2026 y
.(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Covenant Proximity to Drill Site Number of Pages:
DocumentDate:Other:
2015 Apostille Service. 707-992-5551 WWW.CaliforniaApostille.US California Mobile Notary Network www.CAMNN.coni Recording requested by
and for the benefit of the
CITY OF BAKERSFIELD
and when recorded, mail to:
City Clerk
1600 Truxtun Ave.
Bakersfield, CA 93301
No recording fee required: exempt pursuant to
Government Code Section 27383.
The undersigned Grantor(s) declare(s) that the
Documentary Transfer Tax is $0 Grantee is Exempt
Gov’t Agency (R&T Code 11922)
GC 27388.1(a)(1): Recorded document is expressly
exempted from payment of recording fees (FBO) Govt, agency) Tract No. 7338 Phase 2
SPACE ABOVE THIS LINE FOR RECORDER'S USE
1 0 1 3 7
COVENANT DISCLOSING DRILL SITE LOCATION
THIS COVENANT is executed on this day of , 2026,
by Frontier Land Partners, LLC, a California limited liability company, (hereinafter “Owner/s”) in connection with the recordation ofthe final map ofthe real property which is the subject of Tract No. 7338 Phase 2 located in the City of Bakersfield, California. This Covenant may not be amended or modified without the prior approval ofthe City of Bakersfield and shall run with the land. The real property herein described has a designated Drill Site located within Tract No. 7338 Phase 2.
Property Description:
The Drill Site is located within Lot A of Tract No. 7338 Phase 2, being a portion of Lot 1 of Lot Line Adjustment No. 19-0287 per Certificate of Compliance Recorded August 10, 2020 as Document No. 220108295 in the Office of the Kern County Recorder; also being a portion of Section 14, T.29.S., R. 26.E., M.D.M., City ofBakersfield, County ofKern, State ofCalifornia.
Frontier Land Partners, LLC, a California
limited liability company
ustin B. Batey, Manager
City of Bakersfield
Phillip Burns, Development Services Director
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA }
Notary
(here insert name and title ofthe officer)
personally appeared Jus*'n B. Batey
COUNTY OF Kern
On M l?L Zl Z k before me, A. Seymour
Public, * ’
Date
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
5 A. SEYMOUR
Notary Public - California
Kern County
Commission # 2417507
My Comm. Expires Oct 16, 2(
.(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Covenant Disclosing Drill Site Number of Pages:
DocumentDate:Other:
2015 Apostille Service, 707-992-5551 WWW.CaliforniaApostille.US California Mobile Notary Network www.CAMNN.coni Recording requested by
and for the benefit ofthe CITY OF
BAKERSFIELD and when recorded,
mail to:
CITY OF BAKERSFIELD
City Clerk
1600 Truxtun Ave.
Bakersfield, CA 93301
Tract Map No. 7338 Phase 2
10 136
RESTRICTIVE COVENANT DISCLOSING ABANDONED OIL WELL LOCATION
AND NONBUILDABLE AREA
THIS COVENANT is executed on this 22 of , 2026,
by Frontier Land Partners, LLC, a California limited liability company (hereinafter “Owner/s”) in connection with the recordation ofthe tract map ofthe real property which is the subject ofTract No. 7338 Phase 2, located in the City ofBakersfield, California. This Covenant may not be amended or modified without the prior approval ofthe City of Bakersfield and shall run with the land. The real property herein described has an abandoned oil well, Well No. “KCLCC” (16-14)11, located within a portion of Lot 19 of Tract No. 7338 Phase 2. This abandoned oil well location is the center of a 10.00-foot radius circular “non-buildable” area.
Property Description:
This Covenant affects a portion of Lot 19 of Tract Map No. 7338 Phase 2, being a portion of Section 14, T. 29 S., R. 26 E., M.D.M., City ofBakersfield, County ofKern, State of California.
Froniter Land Partners, LLC City ofBakersfield
a California limited liablity company
Justin B. Batery, Manger Phillip Burns
Development Services Director
10 13 6
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF Kern}
On
Public, * 1 i
Date
before me, A. Seymour
(here insert name and title ofthe officer)
Notary
personally appeared Jus*'n B. Batey
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature:
A. SEYMOUR
i Notary Public - California
: Kern County
/ Commission # 2417507
My Comm. Expires Oct 16, 2026
.(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Covenant Disclosing Abandoned Oil Number of Pages:
Well Location and Nonbuildable Area
DocumentDate:Other:
2015 Apostille Service, 707-992-5551 WWW.CaliforniaApostille.us California Mobile Notary Network www.CAMNN.com Recording requested by
and for the benefit of the
CITY OF BAKERSFIELD
and when recorded, mail to:
City Clerk
1600 Truxtun Ave.
Bakersfield, CA 93301
No recording fee required: exempt pursuant to
Government Code Section 27383.
The undersigned Grantor(s) declare(s) that the
Documentary Transfer Tax is $0 Grantee is Exempt
Gov’t Agency (R&T Code 11922)
Tract No. 7338 Phase 2
SPACE ABOVE THIS LINE FOR RECORDER'S USE
1 0 1 35
COVENANT DISCLOSING PIPELINE LOCATION
THIS COVENANT is executed on this 22- day of , 2026,
by Frontier Land Partners, LLC, a California limited liability company, (hereinafter “Owner/s”) in connection with the recordation ofthe final map ofthe real property which is the subject ofTract No. 7338 Phase 2, located in the City ofBakersfield, California. This Covenant may not be amended or modified without the prior approval ofthe City of Bakersfield and shall run with the land. The real property herein described has a 34” Pacific Gas & Electric Pipeline, located within 250 feet of Lots 1 through 5 of Tract No. 7338 Phase 1.
Property Description:
This Covenant affects only Lots 1 through 5 of Tract No. 7338 Phase 1, being a portion of Section 14, T.29 S., R. 26 E., M.D.M., City ofBakersfield, County ofKern, State ofCalifornia.
Frontier Land Partners, LLC
a California limited liability company
Justin B. Batey, Manager
City ofBakersfield
Phillip Burns, Development Services Director
t 0 1 35
CALIFORNIA ALL PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA }
COUNTY OF Kern}
On. .before me,
Public,
Date
A. Seymour
(here insert name and title ofthe officer)
.Notary
personally appeared Justin B, Batey
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
I /O$X A- SEYMOUR I
• Notary Public - California |
i Kern County f
1 V&smJv Commission # 2417507 r
■ xTjMg-Jz My Comm. Expires Oct 16, 2026
.(Seal)
OPTIONAL
Description of Attached Document
Title or Type of Document: Covenant Pipeline Location Number of Pages:
DocumentDate:Other:
2015 Apostille Service, 707-992-5551 WWW.CaliforniaApostille.US California Mobile Notary Network www.CAMNN.coni
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Brent Stratton, Chief of Police
DATE: September 14, 2026
SUBJECT: Amendment No. 1 to Agreement No. 2025-211
with Kern County Forensics Services (increase compensation $250,000; revised not to exceed $500,000, and extend the term date to November 19, 2027) to continue forensic evidence collection and examination services.
RECOMMENDATION:
Staff recommends approval of the amendment
BACKGROUND: The Bakersfield Police Department (BPD) relies on professional nursing services to assist in the forensic investigation of reported sexual assaults. These investigations often require evidentiary examinations, including the collection of physical evidence and documentation of injuries, of victims and suspects for purposes of prosecution. Exams of this nature are mandatory for the investigating law enforcement agency within the jurisdiction of the criminal offense.
Kern County Forensics Services LLC (KCFS) has been providing these services on behalf of BPD since November 20, 2019. In this capacity, nurses provide expertise in the collection of evidence and may be called to testify as subject matter experts during suspect prosecution. Nurses are also available 24 hours a day for consultation regarding forensic evidence questions a BPD detective may have. KCFS is the only firm in the Bakersfield area that provides the combination of experience, facilities, and expertise necessary to provide these services.
On November 19, 2025, BPD and KCFS entered into Agreement No. 2025-211 in the amount of $250,000, with a term through November 19, 2026.
The parties now desire to amend Agreement No. 2025-211 to increase compensation by $250,000 for a new not-to-exceed amount of $500,000 and extend the term date to November 19, 2027, to continue forensic evidence collection and examination services.
FISCAL IMPACT: Approximately 90% of the City’s cost per exam will be off set through the reimbursement program administered by the Governor’s Office of Emergency Services (CalOES).
COUNCIL GOAL:
Safety and Resilience
ATTACHMENTS:
1. Signed Agreement
2. Exhibit A
Amendment No. 1 to Agreement No. 2025-211 Kern County Forensics Page 1 Updated – September 2026
AGREEMENT NO. 2025-211 (1)
AMENDMENT NO. 1 TO
AGREEMENT NO. 2025-211
This AMENDMENT NO. 1 TO AGREEMENT NO. 2025-211 is made and entered into on ________________, by and between the CITY OF BAKERSFIELD, a municipal corporation (referred to herein as “CITY”), and KERN COUNTY FORENSICS SERVICES an LLC. authorized to do business in California (referred to herein as “CONTRACTOR”).
R E C I T A L S
WHEREAS, on November 19, 2025, CITY and CONTRACTOR entered into Agreement No. 2025-211 with a not to exceed amount of $250,000 and a term date of November 19, 2026, for forensic evidence collection and examinations; and
WHEREAS, the parties desire to amend Agreement No. 2025-211 to increase compensation by $250,000 for a new not to exceed amount of $500,000 and extend the term date to November 19, 2027, to continue forensic evidence collection and examinations for the Bakersfield Police Department.
NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTRACTOR mutually agree as follows:
1. Section 2 of Agreement No. 2025-211 entitled
“COMPENSATION/PAYMENT PROCEDURE” is hereby amended to read as follows:
2. COMPENSATION/PAYMENT PROCEDURE. Subject to the conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work (“Compensation”):
A total of Five Hundred Thousand Dollars ($500,000) payable as outlined and attached hereto as Exhibit “A” and incorporated herein by reference.
CITY will pay CONTRACTOR within 30 days after CONTRACTOR submits an itemized invoice for the portions of the Scope of Work completed and that invoice is approved by CITY. The
Compensation will be the total amount paid to CONTRACTOR for performing the Scope of Work and includes, but is not limited to, all out-of-pocket costs and taxes. CITY will pay no other compensation to CONTRACTOR. In no case will CITY compensate CONTRACTOR more than FIVE HUNDRED THOUSAND DOLLARS ($500,000) for
performing the Scope of Work.
Docusign Envelope ID: 1DDD4872-B2C5-8ABC-80CE-9C6A525DE627 Amendment No. 1 to Agreement No. 2025-211 Kern County Forensics Page 2 Updated – September 2026
2. Section 3 of Agreement No. 2025-211 entitled “TERM” is hereby amended to read as follows
3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on November 19, 2027.
3. Except as amended herein, all provisions of Agreement No. 2025- 211 shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment No. 1 to Agreement No. 2025-211 to be executed the day and year first above written.
“CITY” “CONTRACTOR”
CITY OF BAKERSFIELD KERN COUNTY FORENSICS SERVICES LLC.
By:____________________________ By:_________________________________ KAREN GOH Print Name: ________________________
Mayor Title:___________________________
APPROVED AS TO CONTENT:
BAKERSFIELD POLICE DEPARTMENT
By:____________________________
BRENT STRATTON
Chief of Police
APPROVED AS TO FORM: COUNTERSIGNED:
Deputy City Attorney:_______________________ Finance Director: _____________________
ASHLEY ZAMBRANO RANDY MCKEEGAN
Insurance:____________
AEZ/pt
Attachment: Exhibit A
S:\POLICE\Agrs\26-27\Amend 1 to Agr 2025-211_Kern County Forensics.doc Docusign Envelope ID: 1DDD4872-B2C5-8ABC-80CE-9C6A525DE627 Sarah Cooper, MSN, RN
Partner/Owner KCFS, LLC
DATE: September 3, 2026
UPDATED COMPENSATION/PAYMENT RATES
Compensation for all work, services or products called for under this Agreement is based on the following fees per examination:
(a) Sexual Assault Victim Examination $1,700.00
(b) Suspect Examination (concurrent with victim examination) $750.00 (c) Suspect Examination (subsequent to victim examination) $750.00 (d) No-show or Cancellation After Agency Request $250.00 (e) Follow-Up Victim Examination $400.00
(f) Travel Time for Mobile Examinations $250.00
(g) Postmortem Victim Examination $1,700.00
(h) Child Physical Abuse Examination $750.00
(i) Domestic Violence Abuse Exam (does not include sexual $750.00 assault exam)
Sarah Cooper, MSN, RN
Co-Owner, Partner Kern County Forensic Services, LLC
Exhibit A
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Randy Mckeegan, Finance Director
DATE: September 17, 2026
SUBJECT: Amendment No. 4 to Agreement No. 2023-253 with J.L. Plank, Inc., DBA Cen-Cal Construction. (increase compensation by $633,000; revised not to exceed $2,093,200 and extend the term by one year) to continue the service of canal liner repair.
RECOMMENDATION:
Staff recommends approval of the amendment.
BACKGROUND:
On October 25, 2023, the City Council approved the annual contract for canal liner repair with J.L. Plank, Inc., DBA Cen-Cal Construction, in the amount of $480,100; renewable annually thereafter for four consecutive one-year periods. The City may exercise the option to allow contract price adjustments due to increases in the U.S. Department of Labor Producer Price Index for the related industry.
The City operates and maintains various irrigation canals within its jurisdiction. Some of these canals are lined with cement panels, which both improve water flow and minimize loss of water due to seepage.
These panels need to be repaired and/or replaced from time to time. Having a contract in place for canal liner repairs is an efficient tool to manage maintenance issues as they arise.
Per the terms of the contract, amendments increasing the contract and/or extending the contract has been approved as follows:
• Amendment 1 approved Junes 26, 2024; increase of $250,000 for a revised not to exceed amount of $730,100 only.
• Amendment 2 approved October 23, 2024; increased compensation by $730,100 for a revised not to exceed amount of $1,460,200 and extended the term by one year to October 24, 2025. • Amendment 3 approved October 7, 2025; extended the term by one year to October 24, 2026, only.
J.L. Plank., DBA Cen-Call Construction has agreed to extend its bid pricing with a five and one-half percent (5.5%) increase in the contract price consistent with the increases reflected in the U.S. Department of Labor Producer Price Index Series No. PCU23811X23811XP for Concrete contractors, nonresidential building work-primary products. Staff have reviewed and approved the requested adjustment, which is permissible pursuant to the terms and conditions of the original bid specifications.
If approved, Amendment No. 4 will increase compensation by $633,000 for a revised not to exceed amount of $2,093,200 and extend the term of the contract by one year. This will allow the City to continue to meet the demand for canal liner replacement or repairs as needed to the term date of October 24, 2027.
FISCAL IMPACT:
Funds are budgeted in the Water Resources Department operating budget within the Domestic Water Fund. There will be no impact on the General Fund.
COUNCIL GOAL:
Reliable Infrastructure
ATTACHMENTS:
1. Amendment No. 4 to Agreement No. 2023-253
2. Exhibit A
ANNUAL CONTRACT FOR CANAL LINER REPAIR
BID NO. 23-24-34
ITEM QTY UOM DESCRIPTION
UNIT
PRICE
EXTENDED
PRICE
INCREASE
BY
AMOUNT
NEW UNIT
PRICE
1 25,000 SQ FT CONSTRUCTION SIDE PANEL AS PER CITY OF BAKERSFIELD STANDARDS AVERAGE SIZE 12'X13-1/2'X4" $ 9.10 $ 227,500.00 $ 0.50 $ 9.60 2 25,000 SQ FT CONSTRUCTION BOTTOM PANEL AS PER CITY OF BAKERSFIELD STANDARDS AVERAGE SIZE 13'X13'X4" $ 9.10 $ 227,500.00 $ 0.50 $ 9.60 3 50 CU YD SLURRY SAND IN-PLACE $ 250.00 $ 12,500.00 $ 13.75 $ 263.75 4 50 CU YD ROCK FILL IN-PLACE $ 120.00 $ 6,000.00 $ 6.60 $ 126.60 5 110 CU YD BACKFILL (MUST BE PRE-APPROVED BY CITY PROJECT MANAGER) $ 60.00 $ 6,600.00 $ 3.30 $ 63.30
5.5% Increase
approved by
Purchasing
(4th year term)
Effective
10-25-26 to 10-24-27
EXHIBIT A
BAKERSFIELD, CA
Original Bid Price Price Adjustment
J.L PLANK INC. DBA:
CEN-CAL
CONSTRUCTION
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: October 7, 2026
SUBJECT: Amendment No. 2 to Agreement 2023-263 with Parsons Transportation Group for Design Consultant Services on the 24th Street Multi-Use Bridge Project (Wards 2 & 3) RECOMMENDATION:
Staff recommends approval of the amendment.
BACKGROUND:
On November 8, 2023, the City of Bakersfield executed Agreement No. 2023-263 with Parsons Transportation Group, Inc. to provide conceptual design and environmental engineering services for the 24th Street & Kern River Multi-Use Crossing (Beech Park Bridge) project. Under this agreement, Parsons prepared multiple conceptual design alternatives focused on ensuring safe and accessible passage for pedestrians and bicyclists, while also exploring a landmark-style bridge aesthetic.
On March 25, 2026, the City of Bakersfield entered Amendment No. 1 to Agreement No. 2023-263 expanding the scope of work to include continued project management and coordination, ongoing environmental engineering services, and preparation of 30% design plans and cost estimates to advance the project.
Amendment No. 2 is extending the term of the agreement to allow for Parsons to continue working on design and environmental documentation.
FISCAL IMPACT:
This amendment is only a term extension; therefore, there is no fiscal impact.
COUNCIL GOAL:
Reliable Infrastructure
ATTACHMENTS:
Amendment No. 2
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Agreements TO: Honorable Mayor and City Council
FROM: Zachary Meyer, Public Works Director
DATE: September 30, 2026
SUBJECT: Contract Change Order No. 6 to Agreement No. 2024-331 with JTS) Construction ($67,791.57; revised not to exceed $2,522,308.12) for the Citadel Urban Greening Improvements (Ward No.1
RECOMMENDATION:
Staff recommends approval of the change order.
BACKGROUND:
The work to be performed consist in general, but not limited to, rough & fine grading, removal of existing AC parking lot & AC walkway, construction of one natural sod soccer field, concrete sidewalks & retaining walls, D.G. walkways & parking, ADA parking with pervious concrete, solar street lighting, electrical improvements, installation of irrigation system, landscaping & other park improvements, & 1 year maintenance period.
Change Order No.6 provides for the additional clearing and grubbing of the project limits. During the project suspension caused by the utility company’s wait time for a new power meter installation, there was significant weed growth throughout the project site. In order to resume construction activities, the project limits must be cleared of all vegetation. The contractor agrees to clear and grub and dispose of all debris off-site for the lump sum price of $67,791.57.
FISCAL IMPACT:
This project is funded by and Urban Greening Grant from the California Natural Resource Agency, ARPA Funds and from the Capital Outlay Fund (COF) and savings from other completed projects.
The total cost increase for Contract Change Order No.6 is $67,791.57. This is the sixth change order on the project and reflects a total project cost increase of $139,808.12 (5.86 percent increase of the original contract amount) as illustrated below.
Original Contract Amount = $2,382,500.00
Total of Previous Change Order Approved by Council = $72,016.55 Current Contract Change Order No. 6 = $67,791.57
Amended Contract Amount after Change Order = $2,522,308.12 Net Increase to Date = $139,808.12
COUNCIL GOAL:
Community Character & Quality of Life
ATTACHMENTS:
Change Order No. 6
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Bids TO: Honorable Mayor and City Council
FROM: Randy McKeegan, Finance Director
DATE: October 2, 2026
SUBJECT: Purchase of six Electric Vehicle (EV) 4X4 One-ton Super Cab Pickup Trucks for multiple Departments.
Accept bid from Voltu Motor Inc., Riverside, CA, for six 2026 Electric Vehicle (EV) Four-Wheel Drive (4X4) One-ton Super Cab Pickup Trucks in the amount of $814,196.94 for multiple.
RECOMMENDATION:
Staff recommend acceptance of the bid and approval of the purchase.
BACKGROUND:
Bids were solicited for six (6) electric vehicle (EV) four-wheel drive (4X4) one-ton super cab pickup trucks, 2026 or newer model year, for multiple Departments. Three bids were received in response to the solicitation. Per the standard bid specifications used in the formal bidding process, the City reserves the right to increase or decrease quantities at the same price bid to better serve the needs of the City. The City may purchase additional units at the same unit price for a period of 12 months after acceptance of the bid as specified in the bid specifications.
The purchase of six (6) 2026 electric vehicle (EV) Four-Wheel Drive (4X4) one-ton super cab pickup trucks will replace units that are more than twelve years old and have undergone ongoing maintenance and repairs. The cumulative cost of maintaining and repairing the existing units has exceeded their value, making it no longer economically reasonable to continue incurring costly repair expenses. The existing units meet the criteria for replacement as determined by the Fleet Division and will be replaced with new EV units that provide improved performance and efficiency.
The California Air Resources Board (CARB) Advanced Clean Fleets (ACF) Regulation (California Code of Regulations, Title 13, Sections 2013, 2013.1, 2013.2, 2013.3, 2013.4, and 2016) mandates the transition of internal combustion vehicles to zero emission vehicles. This purchase of the EV unit supports the City’s compliance with applicable ACF requirements for state and local governments fleets and the City’s ongoing transition towards zero-emission vehicles.
The three bids received are as follows:
BIDDER BID AMOUNT RESPONSIVE BID
(YES/NO)
MAKE/MODEL BID
UAG Cerritos dba Penske
Chevrolet of Cerritos
Cerritos, CA
$295,948.79
NO – Bidder did not
meet the minimum
bid specifications.
Chevrolet Silverado EV
Voltu Motor Inc.
Riverside, CA $814,196.96 YES Voltu3 HD Dual Motor XL Extended CAB Electric Vehicle Choice
Santa Fe Springs, CA $877,419.08 YES Ford/Voltu F350
Staff find the bid submitted by Voltu Motor Inc., Riverside, CA, in the amount of $814,196.96 to be acceptable and recommend approval of the purchase.
FISCAL IMPACT:
Sufficient funds in the amount of $855,000 were previously budgeted in the 2026-2027 Fiscal Year Equipment Management Fund for this purchase.
COUNCIL GOAL:
Innovative and Efficient City Government
ATTACHMENTS:
None
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Bids TO: Honorable Mayor and City Council
FROM: Randy McKeegan, Finance Director
DATE: September 30, 2026
SUBJECT: Purchase of 15-Gallon and 24-Inch Box Trees for the Recreation and Parks Department.
Accept bid for the purchase of 15-gallon and 24-inch box trees from Zack’s Big Trees & Nursery in the amount of $274,413.75 for the Recreation and Parks Department.
RECOMMENDATION:
Staff recommends acceptance of the bids.
BACKGROUND:
Bids were solicited for 15-gallon and 24-inch box trees to support the City’s ongoing drought-related replanting efforts. The purchase will provide the City with necessary replacement plant material to replace trees lost as a result of drought conditions and to restore and maintain the appearance and integrity of City streetscapes.
Five bids were received in response to the solicitation. Bidders were requested to provide unit pricing for the specified tree varieties and estimated quantities identified in the Bid Form. The solicitation expressly states that the estimated quantities are provided solely as a basis for comparison of bids and that the City reserves the right to increase or decrease quantities. The solicitation further provides that, unless a bidder gives notice of an “all-or-none” bid, the City may accept any individual item or category/group of items quoted or award a contract based on the total bid. The solicitation also provides that bid prices shall remain open and valid, subject to acceptance, for ninety (90) days after the bid closing date.
Summary of all bids received is below:
BIDDER TOTAL BID AMOUNT PARTIAL BID
AMOUNT
RECOMMENDED
AWARD
Zack’s Big Trees & Nursery
Bakersfield, CA N/A $274,413.75 $274,413.75
Green World Nurseries
Escondido, CA $354,951.75 N/A $0.00
Maranatha Gardening &
Landscaping Inc.
Bakersfield, CA
$440,577.50 N/A $0.00
Bolles Nursery Inc.
Bakersfield, CA $465,042.00 N/A $0.00
West Coast Arborists
Anaheim, CA $559,923.13 N/A $0.00
Based on the submitted unit prices and estimated quantities, Zack’s Big Trees & Nursery was the lowest responsive and responsible bidder for the bid line items for which the supplier submitted pricing. Zack’s Big Trees & Nursery did not submit a bid for Line No. 13, Interior Live Oak (Quercus wislizeni) in 15-gallon containers. Therefore, Line No. 13 is not included in the recommended award.
Staff find Zack’s Big Trees & Nursery’s bid to be acceptable and recommend a partial award in the amount of $274,413.75 for the bid line items for which it submitted the lowest responsive and responsible bid, excluding Line No. 13. No award is recommended for Line No. 13 at this time. This recommendation is consistent with the solicitation provision allowing the City to accept individual items or categories/groups of items quoted by a bidder. A full bid tabulation is attached for review.
FISCAL IMPACT:
Funds are available within the Recreation and Parks FY 2026-27 Operating Budget within the General Fund for this purchase
COUNCIL GOAL:
Reliable Infrastructure
ATTACHMENTS:
Bid Tabulation
Items PRODUCT DESCRIPTION QTY UNIT PRICE EXTENDED PRICE UNIT PRICE EXTENDED PRICE UNIT PRICE EXTENDED PRICE UNIT PRICE EXTENDED PRICE UNIT PRICE EXTENDED PRICE 1 Chinese Pistache (Pistacia chenensis) in 24" box
containers 160 187.50 30,000.00 225.00 36,000.00 300.00 48,000.00 300.00 48,000.00 350.00 56,000.00 2 Crape Myrtle (Lagerstroemia indica) in 24" box
containers 50 206.25 10,312.50 195.00 9,750.00 315.00 15,750.00 330.00 16,500.00 350.00 17,500.00 3 Stone Pine (Pinus pinea) in 24" box containers 10 312.50 3,125.00 225.00 2,250.00 350.00 3,500.00 500.00 5,000.00 350.00 3,500.00 4 Interior Live Oak (Querces wislizeni) in 24" box
containers 35 243.75 8,531.25 295.00 10,325.00 345.00 12,075.00 390.00 13,650.00 350.00 12,250.00 5 Hackberry (Celtis occidentalis) in 24" box
containers 60 231.25 13,875.00 325.00 19,500.00 335.00 20,100.00 370.00 22,200.00 350.00 21,000.00 6 Chinese Elm (Ulmus parvifolia) in 24" nox
containers 65 206.25 13,406.25 225.00 14,625.00 315.00 20,475.00 330.00 21,450.00 350.00 22,750.00 7 Valley Oak (Quercus lobata) in 24" box tree
containers 100 231.25 23,125.00 375.00 37,500.00 335.00 33,500.00 370.00 37,000.00 350.00 35,000.00 8 Western Sycamore (Platanus racemose) in 24"
box tree containers 60 206.25 12,375.00 185.00 11,100.00 315.00 18,900.00 330.00 19,800.00 350.00 21,000.00 9 Chinese Pistache (Pistacia chenensis) in 15-
gallon containers 400 62.50 25,000.00 59.00 23,600.00 100.00 40,000.00 100.00 40,000.00 150.00 60,000.00 10 Crape Myrtle (Lagerstroemia indica) in 15-gallon
containers 450 68.75 30,937.50 69.00 31,050.00 105.00 47,250.00 110.00 49,500.00 150.00 67,500.00 11 Oklahoma Redbud (Cercis canadensis) in 15-
gallon containers 100 87.50 8,750.00 105.00 10,500.00 120.00 12,000.00 140.00 14,000.00 150.00 15,000.00 12 Stone Pine (Pinus pinea) in 15-gallon containers 100 75.00 7,500.00 85.00 8,500.00 110.00 11,000.00 120.00 12,000.00 150.00 15,000.00 13 Interior Live Oak (Querces wislizeni) in 15-gallon
containers 200 NO BID NO BID 105.00 21,000.00 126.00 25,200.00 120.00 24,000.00 175.00 35,000.00 14 Coast Live Oak (Quercus agrifolia) in 15-gallon
containers 250 75.00 18,750.00 79.00 19,750.00 110.00 27,500.00 120.00 30,000.00 145.00 36,250.00 15 Hackberry (Celtis occidentalis) in 15-gallon
containers 100 68.75 6,875.00 165.00 16,500.00 105.00 10,500.00 110.00 11,000.00 150.00 15,000.00 16 Chinese Elm (Ulmus parvifolia) in 15-gallon
containers 100 68.75 6,875.00 69.00 6,900.00 110.00 11,000.00 110.00 11,000.00 150.00 15,000.00 17 Canary Island Pine (Pinus canariensis) in 15-
gallon containers 100 68.75 6,875.00 69.00 6,900.00 110.00 11,000.00 110.00 11,000.00 145.00 14,500.00 18 Valley Oak (Quercus lobata) in 15-gallon
containers 150 81.25 12,187.50 125.00 18,750.00 115.00 17,250.00 130.00 19,500.00 150.00 22,500.00 19 Western Sycamore (Platanus racemose) in 15-
gallon containers 100 68.75 6,875.00 69.00 6,900.00 105.00 10,500.00 110.00 11,000.00 150.00 15,000.00 20 California Bay Laurel (Laurus nobilis) in 15-gallon
containers 100 81.25 8,125.00 165.00 16,500.00 115.00 11,500.00 130.00 13,000.00 175.00 17,500.00 Subtotal 253,500.00 327,900.00 407,000.00 429,600.00 517,250.00 CA SALES TAX 8.25% 20,913.75 27,051.75 33,577.50 35,442.00 42,673.13 TOTAL $274,413.75 $354,951.75 $440,577.50 $465,042.00 $559,923.13 RECOMMENDED AWARD: Zack’s Big Trees & Nursery, the lowest responsive and responsible bidder, is recommended for award of all bid lines for which it submitted a bid, excluding Line No. 13, in the amount of $274,413.75, including sales tax. No award is recommended for Line No. 13 at this time.
WEST COAST ARBORISTS
Anaheim, CA
15-GALLON AND 24 INCH BOX TREES
26-27-09
ZACK'S BIG TRESS & NURSERY
Bakersfield, CA
GREEN WORLD NURSERIES
Escondido, CA
MARANATHA GARDENING &
LANDSCAPING INC
Bakersfield, CA
BOLLES NURSERY INC
Bakersfield, CA
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Brent Stratton, Chief of Police
DATE: September 30, 2026
SUBJECT: Appropriate $404,000 to the Police Department Capital Improvement Budget within the General Fund. for the purchase of specialized equipment to be reimbursed through the County of Kern Fentanyl Task Force Funding.
RECOMMENDATION:
Staff recommends approval of the appropriation.
BACKGROUND: The County of Kern received an allocation from the State of California under Section
19.563(f)(31) of Assembly Bill 102 – Budget Act of 2023 to fund Fentanyl Task Force efforts. The County and the Bakersfield Police Department (BPD) are working collaboratively to combat fentanyl and other narcotics-related threats within city limits.
On July 15, 2026, the City of Bakersfield entered into Agreement No. 2026-122 with the County of Kern to accept $404,000 in reimbursable Fentanyl Task Force Funding for the acquisition of equipment to assist law enforcement with fentanyl and xylazine detection, interdiction, and enforcement capabilities.
On September 16, 2026, the City entered into Agreement No. 2026-175 with RADeCO, Inc. for the acquisition of specialized equipment and related sensors in an amount not to exceed $404,000.
The requested appropriation of $404,000 will cover the acquisition of the equipment. The expenditures will be submitted to the County for reimbursement in accordance with Agreement No. 2026-122.
FISCAL IMPACT: Funds for the purchase will be reimbursed by the County of Kern pursuant to Agreement No. 2026-122, thus will not be a net cost to the General Fund.
COUNCIL GOAL:
Safety and Resilience
ATTACHMENTS:
Agreement No. 2026-122
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - Miscellaneous TO: Honorable Mayor and City Council
FROM: Kevin Albertson, Fire Chief
DATE: October 7, 2026
SUBJECT: Appropriate $13,776 for a Cal Water charitable donation to the Fire Department General Fund Operating budget to purchase additional shelter accessories.
RECOMMENDATION:
Staff recommends approval of the appropriation.
BACKGROUND:
The Bakersfield Fire Department (BFD) was awarded $13,776 charitable donation from California Water Service (Cal Water) to purchase additional shelter accessories. This donation was made through Cal Water’s Firefighter Grant Program, which is dedicated to helping local fire departments protect both their teams and the communities they serve by supporting the purchase of essential gear and life-saving equipment. The funds will be used to procure additional shelter accessories to strengthen the Bakersfield Fire Department’s emergency response capabilities, particularly within the area of Urban Search and Rescue (USAR), bolstering the department’s ability to respond to earthquakes and other severe natural disasters within the community where the preservation of human life is paramount.
FISCAL IMPACT:
Partial funding for the equipment will be provided through the donation, with the remaining balance available within budgeted department resources.
COUNCIL GOAL:
Safety and Resilience
ATTACHMENTS:
None
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Consent - PSVS TO: Honorable Mayor and City Council
FROM: Christian Clegg, City Manager
DATE: October 7, 2026
SUBJECT: Amendment No. 1 to Agreement No. 2023-248 with Summit Strategies, LLC (extend term by eight months; and increase compensation $57,000, revised not-toexceed $306,000) for the City’s Federal Legislative and Funding Platform RECOMMENDATION:
Staff recommends approval of the amendment.
BACKGROUND:
Every year, the federal government proposes and enacts new legislation and engages in rulemaking that impact the City of Bakersfield (City). As the ninth largest city in the State of California and 48th largest city in the United States, the City has played an active role in advocating for our region and community through lobby visits to Washington, DC and membership in the US Conference of Mayors, US Mayors & CEOs for Housing Development, and the National League of Cities.
On October 25, 2023, the City of Bakersfield (City) entered into Agreement No. 2023-248 with Summit Strategies Government Affairs, LLC (Summit) to provide federal legislative advocacy services. Over the last three years, Summit has helped the City successfully administer and advocate for the City’s Federal Legislative and Funding Platform. To date, Summit has helped the City secure millions of dollars in federal funding, advised staff on federal issues, scheduled meetings with members of our delegation and relevant stakeholders, coordinated visits to Washington, DC, and provided quarterly reports to Council. The term of the agreement with Summit is set to expire in coming months at which time the City will issue a new solicitation for services. However, this contracting cycle is not conducive to the federal legislative cycle.
Instead, City staff recommend a short-term extension of the agreement to realign the contract cycle with the legislative cycle and with the fiscal year. City staff recommend that we keep the continuity of services for federal legislative advocacy services and propose an extension of the contract with Summit until June 30, 2027. The City and Summit have agreed to amend Agreement No. 2023-248 to extend the term of the agreement to the end of the 2026-27 Fiscal Year and increase compensation by $57,000.
FISCAL IMPACT:
Funding for this agreement was appropriated during the Fiscal Year 2026-27 budget process.
COUNCIL GOAL:
Innovative and Efficient City Government
ATTACHMENTS:
Amendment 1 to Agreement No. 2023-248
AMENDMENT TO AGREEMENT NO. 2023-248
C:\Users\docusign\AppData\Local\Temp\ABCpdf\1d9de17a-572d-4c3d-a047-823230ddc2ed.docx -- Page 1 of 2 Pages --
AGREEMENT NO. 2023-248(1)
AMENDMENT NO. (1) TO
AGREEMENT NO. 2023-248
This AMENDMENT NO. 1 TO AGREEMENT NO. 2023-248 is made and entered into on ________________, by and between the CITY OF BAKERSFIELD, a municipal corporation (referred to herein as “CITY”), and SUMMIT STRATEGIES GOVERNMENT AFFAIRS, LLC a limited liability company authorized to do business in California (referred to herein as “CONTRACTOR”).
R E C I T A L S
WHEREAS, on October 25, 2023, CITY and CONTRACTOR entered into Agreement No. 2023-248 to administer and advocate for the City’s Federal Legislative and Funding Platform; and
WHEREAS, the parties desire to amend Agreement No. 2023-248 to extend the term of the agreement and increase compensation by FIFTY-SEVEN THOUSAND DOLLARS ($57,000) for a new total compensation amount not to exceed THREE HUNDRED AND SIX THOUSAND DOLLARS ($306,000).
NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and CONTRACTOR mutually agree as follows:
1. Section 2 of Agreement No. 2023-248 entitled “COMPENSATION/ PAYMENT PROCEDURE” is hereby amended to read as follows:
2. COMPENSATION/PAYMENT PROCEDURE. Subject to the
conditions of this section, CITY will pay CONTRACTOR as follows for performing the Scope of Work (“Compensation”):
(1) A monthly amount of Six Thousand Five Hundred Dollars ($6,500) for performing the scope of work and services; and (2) An annual amount not to exceed $5,000 for reasonable costs incurred by CONTRACTOR and travel to CITY in
performing the scope of services.
CITY will pay CONTRATOR within 30 days after CONTRACTOR submits an itemized invoice for the portions of the Scope of Work completed and that invoice is approved by CITY. The Docusign Envelope ID: 38BE8C24-9A4C-8461-83AE-5875AAFEF917 AMENDMENT TO AGREEMENT NO. 2023-248
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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 Three Hundred Six
Thousand Dollars ($306,000) for performing the Scope of Work.
2. Section 3 of Agreement No. 2023-248 entitled “TERM” is hereby amended to read as follows:
3. TERM. Unless terminated sooner, as set forth herein, this Agreement shall terminate on June 30, 2027.
3. Except as amended herein, all provisions of Agreement No. 2023-248 shall remain in full force and effect.
-- o0o –
IN WITNESS WHEREOF, the parties hereto have caused this Amendment No. 1 to Agreement No. 2023-248 to be executed the day and year first above written. “CITY” “CONTRACTOR”
CITY OF BAKERSFIELD SUMMIT STRATEGIES
GOVERNMENT AFFAIRS, LLC
By:____________________________ By:_________________________________
KAREN GOH
Mayor Print Name: ________________________
Title:___________________________
APPROVED AS TO CONTENT:
CITY MANAGER’S OFFICE
By:____________________________
CHRISTIAN CLEGG
CITY MANAGER
APPROVED AS TO FORM: COUNTERSIGNED:
(Deputy) City Attorney:_______________________ Finance Director: _____________________
VIRGINIA GENNARO RANDY MCKEEGAN
Insurance:____________
Docusign Envelope ID: 38BE8C24-9A4C-8461-83AE-5875AAFEF917 Mark Dedrick
Partner
Certificate Of Completion
Envelope Id: 38BE8C24-9A4C-8461-83AE-5875AAFEF917 Status: Completed Subject: Complete with Docusign: SummitStrategies-Amend1.Agr2023-248.docx Source Envelope:
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[email protected]
IP Address: 174.46.226.5
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10/12/2026 5:03:18 PM
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[email protected]
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[email protected]
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Christian Clegg
[email protected]
City Manager
City of Bakersfield
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INSURER F :
POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG OTHER: $ COMBINED SINGLE LIMIT
(Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $
$ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $
If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC #
COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
10/13/2026
(202) 966-0700 (202) 966-1440
20508
Summit Strategies Affairs LLC
440 1st St NW #440
Washington, DC 20001
20443
35289
A 1,000,000
7013522999 2/1/2026 2/1/2027 1,000,000
10,000
1,000,000
2,000,000
2,000,000
A 1,000,000
7013522999 2/1/2026 2/1/2027
B 3,000,000
X 7013528768 2/1/2026 2/1/2027 3,000,000
10,000
C
7013528737 2/1/2026 2/1/2027 1,000,000 N 1,000,000
1,000,000
A professional liabil 7013522999 2/1/2026 policy limit 1,000,000 A Professional Liabili 7013522999 2/1/2026 2/1/2027 Aggregate Limit 2,000,000 City of Bakersfield, its mayro, council, officers, agents, employees and volunteers are additonal insured under the general liabilty and a waiver of subrogation is provided per attached endorsement SB146932G. the general liability is primary and non-contributoy per wording of attached endorsement CNA801012XX.
Waiver of subrogation applies to the worker's compensation per attached endorsement WC000313. Any endorsement attached and/or described herein apply with respects to the operatios of the named insured as required by written contract executed prior to the loss; subject to statue and policy provisions.
City of Bakersfield Office of Risk Management
1600 Truxtun Ave
Bakersfield, CA 93301
SUMMSTR-01 SHOFFMAN
Howard & Hoffman Insurance Agency
3201 New Mexico Avenue NW, Suite #300
Washington, DC 20016 [email protected]
VALLEY FORGE INS CO
CONTINENTAL CAS CO
CONTINENTAL INS CO
X
2/1/2027
X
X
X
X X
X
X
X
!"!#$%&'()*+,-.///00020009970135229998127
CNA80103XX
(09-14)
CNA80103XX (09-14)
Copyright, CNA All Rights Reserved. Includes copyrighted material of Insurance Services Office, Inc., with its permission THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORYOTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
BUSINESSOWNERS COMMON POLICY CONDITIONS
The following is added to Paragraph !"#$%&'"()*+',)-& and supersedes any provision to the contrary:
.'/0,'1"2)3"45)-5)$'/6+$5'1"()*+',)-&
This insurance is primary to and will not seek contribution from any other insurance available to an additional insured under your policy provided that:
7! The additional insured is a Named Insured under such other insurance; and 8! You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured.
All other terms and conditions of the Policy remain unchanged. !
"#$%&
!"!#$%&'()*+,-.///00020009970135229998167
SB146932G
(Ed. 10-19)
SB146932G (10-19) Page 1 of 7
Copyright, CNA All Rights Reserved.
BLANKET ADDITIONAL INSURED AND LIABILITY EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
BUSINESSOWNERS COMMON POLICY CONDITIONS
!"#$%&'%(&) $) *
+, "-./012%!334245/.-%+/67813%985:4645/6
!, !334245/.-%+/67813%;%"-./012%<1/3586
", =46>1--./1576%!334245/.-%+/678136
(, !334245/.-%985:4645/6%91824/1/2%25%!334245/.-%+/67813%(5:18.?1 @,., 984A.8B%;%)5/>5/284C7258B%D85:4645/
@,C, E1F4/4245/%5F%GH84221/%>5/28.>2G
I, !334245/.-%+/67813%;%$J21/313%(5:18.?1
++, #4.C4-42B%$J21/645/%(5:18.?16
!, "534-B%+/K78B%;%$JD./313%E1F4/4245/
", "85.3%L/5H-13?1%5F%&>>7881/>1
(, $62.216M%#1?.-%N1D8161/2.24:16%./3%*D57616
E, '1--5H%$AD-5B11%'4862%!43
$, #1?.-%#4.C4-42B%;%E.A.?1%25%981A4616
', 91865/.-%./3%!3:182464/?%+/K78B%;%E46>84A4/.245/%58%O7A4-4.245/ P, 91865/.-%./3%!3:182464/?%+/K78B%;%"85.31/13%$:4>245/ O, Q.4:18%5F%*7C85?.245/%;%"-./012
+, "#!)L$ %!EE+ +&)!#%+)*RN$E%9N&<+*+&)*
!, !EE+ +&)!#%+)*RN$E%;%"#!)L$ %<$)E&N*
QS5 +6 !/ +/67813 is amended to include as an additional insured any person or organization (referred to below as vendor) with whom you agreed under a "H84221/ >5/28.>2" to provide insurance, but only with respect to "C534-B 4/K78B" or "D85D182B 3.A.?1" arising out of "B578 D8537>26" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions:
@, The insurance afforded the vendor does not apply to:
., ""534-B%4/K78B" or "D85D182B%3.A.?1" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; C, Any express warranty unauthorized by you;
>, Any physical or chemical change in the product made intentionally by the vendor; 3, Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container;
1, Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products;
F, Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; ?, Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or !
"#$%&
SB146932G
(Ed. 10-19)
SB146932G (10-19) Page 2 of 7
Copyright, CNA All Rights Reserved.
! ""#$%&' %()*+'" or ",+#,-+.' $/0/1-" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to:
234 The exceptions contained in Subparagraphs $! or 5!; or 264 Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products.
6! This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. 7! This provision 6! does not apply to any vendor included as an insured by an endorsement issued by us and made a part of this Policy.
8! This provision 6! does not apply if "9#$%&' %()*+'" or ",+#,-+.' $/0/1-" included within the ",+#$*:.;< :#0,&-.-$=#,-+/.%#(;= />/+$" is excluded either by the provisions of the Policy or by endorsement. "! ?@ABCDDEFCGHA=EII@J@GFED=@FAHKCIA
3! L # @; E( @(;*+-$ is amended to include as an insured any person or organization (called additional insured) described in paragraphs 7!/! through 7!)! below whom you are required to add as an additional insured on this policy under a "M+%..-(=:#(.+/:.."
6! However, subject always to the terms and conditions of this policy, including the limits of insurance, we will not provide the additional insured with:
/! A higher limit of insurance than required by such "M+%..-(=:#(.+/:.;" 9! Coverage broader than required by such "M+%..-( :#(.+/:." and in no event greater than that described by the applicable paragraph a. through k. below; or
:! Coverage for "9#$%&' %()*+'" or ",+#,-+.' $/0/1-" included within the ",+#$*:.;<:#0,&-.-$ #,-+/.%#(; />/+$." But this paragraph :! does not apply to the extent coverage for such liability is provided by paragraph 7!)! below.
Any coverage granted by this endorsement shall apply only to the extent permitted by law. 7! Only the following persons or organizations can qualify as additional insureds under this endorsement:
/! B#(.+#&&%(1=@(.-+-;.
Any persons or organizations with a controlling interest in you but only with respect to their liability arising out of:
234 such person or organization's financial control of you; or 264 Premises such person or organization owns, maintains or controls while you lease or occupy these premises;
provided that the coverage granted to such additional insureds does not apply to structural alterations, new construction or demolition operations performed by or for such additional insured. 9! B#<#M(-+=#5=@(;*+-$=N+-0%;-;
A co-owner of a premises co-owned by you and covered under this insurance but only with respect to the co-owners liability for "9#$%&' %()*+'," ",+#,-+.' $/0/1-" or ",-+;#(/& /($ /$O-+.%;%(1 %()*+'" as coowner of such premises. :! P+/(.#+=#5=Q+/(: %;-
Any person or organization that has granted a franchise to you, but only with respect to such person or organization's liability for "9#$%&' %()*+'," ",+#,-+.' $/0/1-," or ",-+;#(/& /($ /$O-+.%;%(1 %()*+'" as grantor of a franchise to you.
!"!#$%&'()*+,-.///00020009970135229998168
SB146932G
(Ed. 10-19)
SB146932G (10-19) Page 3 of 7
Copyright, CNA All Rights Reserved.
! "#$$%&'%(')*+,-.#/0
Any person or organization from whom you lease equipment, but only with respect to liability for "1% ,23 ,/4+&3," "-&%-#&03 5.56#" or "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3" caused in whole or in part by your maintenance, operation or use of such equipment, provided that the "%88+&&#/8#" giving rise to such "1% ,23 ,/4+&3" or "-&%-#&03 5.56#" or the offense giving rise to such "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3" takes place prior to the termination of such lease. #! "#$$%&'%('"5/
Any person or organization from whom you lease land, but only with respect to liability for "1% ,23 ,/4+&3," "-&%-#&03 5.56#" or "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3" arising out of the ownership, maintenance or use of that specific part of the land leased to you, provided that the "%88+&&#/8#" giving rise to such "bodily injury" or "-&%-#&03 5.56#" or the offense giving rise to such "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3," takes place prior to the termination of such lease. The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured.
(! "#$$%&'%('9&#.,$#$
An owner or lessor of premises leased to you, or such owner or lessor's real estate manager, but only with respect to liability for "1% ,23 ,/4+&3," "-&%-#&03 5.56#" or "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3" arising out of the ownership, maintenance or use of such part of the premises leased to you, and provided that the "%88+&&#/8#" giving rise to such "1% ,23 ,/4+&3" or "-&%-#&03 5.56#" or the offense giving rise to such "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3," takes place prior to the termination of such lease.
The insurance hereby afforded to the additional insured does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. 6! :%&0656##;'<$$,6/##'%&'=#8#,7#&
A mortgagee, assignee or receiver of premises but only with respect to such mortgagee, assignee, or receiver's liability for "1% ,23 ,/4+&3," "-&%-#&03 5.56#" or "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3" arising out of the ownership, maintenance, or use of a premises by you.
This insurance does not apply to structural alterations, new construction or demolition operations performed by, on behalf of or for such additional insured. >! ?050#'%&'9%2,0,852'?+1 ,7,$,%/$
A state or government agency or subdivision or political subdivision that has issued a permit or authorization, but only with respect to such government agency or subdivision or political subdivision's liability for "1% ,23',/4+&3," "-&%-#&03' 5.56#" or "-#&$%/52'5/ '5 7#&0,$,/6',/4+&3" arising out of:
@AB The following hazards in connection with premises you own, rent, or control and to which this insurance applies:
@5B 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 @1B The construction, erection, or removal of elevators; or @8B The ownership, maintenance or use of any elevators covered by this insurance; or @CB The permitted or authorized operations performed by you or on your behalf. But the coverage granted by this paragraph does not apply to:
@5B "D% ,23 ,/4+&3", "-&%-#&03 5.56#" or "-#&$%/52 5/ 5 7#&0,$,/6 ,/4+&3" arising out of operations performed for the state or government agency or subdivision or political subdivision; or
@1B "D% ,23 ,/4+&3" or "-&%-#&03 5.56#" included within the "-&% +80$E8%.-2#0# %-#&50,%/$ >5F5& ."
With respect to this provision's requirement that additional insured status must be requested under a "G&,00#/'8%/0&580," we will treat as a "G&,00#/'8%/0&580" any governmental permit that requires you to add the governmental entity as an additional insured.
SB146932G
(Ed. 10-19)
SB146932G (10-19) Page 4 of 7
Copyright, CNA All Rights Reserved.
! "#$%&'()*+',-&./'0&11*#
With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom you are required to include as an additional insured, but only with respect to such person or organization's liability for "2*% 34 .56#4," "7#*7&#/4 %$8$9&," or "7*.$3 $.% $%-&#/ 1 .9' .56#4" caused by:
$! Your acts or omissions; or
2! Acts or omissions of those acting on your behalf;
in the performance of your ongoing operations at the trade show premises during the trade show event. 5! :/)&#';*.'*#':#9$. <$/ *.
Any person or organization who is not an additional insured under paragraphs $! through ! above. Such additional insured is an insured solely for "2*% 34 .56#4," "7#*7&#/4 %$8$9&" or "7*.$3 $.% $%-&#/ 1 .9' .56#4" for which such additional insured is liable because of your acts or omissions.
The coverage granted by this paragraph does not apply to any person or organization:
=>? For "2*% 34 .56#4," "7#*7&#/4 %$8$9&," or "7*.$3 $.% $%-&#/ 1 .9 .56#4" arising out of the rendering or failure to render any professional services; =@? For "2*% 34 .56#4" or "7#*7&#/4 %$8$9&" included in the "7#*%6A/1BA*873&/&% *7&#$/ *.1 )$<$#%." But this provision =@?'does not apply to such "2*% 34' .56#4" or "7#*7&#/4'%$8$9&" if:
=$? It is entirely due to your negligence and specifically results from your work for the additional insured which is the subject to the "+# //&.'A*./#$A/"; and =2? The "+# //&.'A*./#$A/" requires you to make the person or organization an additional insured for such "2*% 34' .56#4" or "7#*7&#/4'%$8$9&"; or
=C? Who is afforded additional insured coverage under another endorsement attached to this policy.
D! EFFG"G:HE0';I:JG(G:H(';,I"GH,H"'":'EFFG"G:HE0'GH(KI,F'D:J,IEL, >! With respect only to additional insured coverage provided under paragraphs E! and M! above:
$! The MK(GH,((:NH,I( D:OO:H ;:0GDP D:HFG"G:H( are amended to add the following to the Condition entitled :/)&#'G.16#$.A&:
This insurance is excess of all other insurance available to an additional insured whether primary, excess, contingent or on any other basis. However, if a "+# //&. A*./#$A/" requires that this insurance be either primary or primary and noncontributing, then this insurance will be primary and non-contributory relative solely to insurance on which the additional insured is a named insured. 2! Under 0 $2 3 /4'$.%'O&% A$3',Q7&.1&'F&R . / *.1, the following definition is added:
"N# //&. A*./#$A/" means a written contract or agreement that requires you to make a person or organization an additional insured on this policy, provided the contract or agreement:
=>? Is currently in effect or becomes effective during the term of this policy; and =@? Was executed prior to:
=$? The "2*% 34' .56#4" or "7#*7&#/4'%$8$9&;" or
=2? The offense that caused the "7*.$3'$.%'$%-&#/ 1 .9' .56#4"; for which the additional insured seeks coverage.
@! With respect to any additional insured added by this endorsement or by any other endorsement attached to this Coverage Part, the section entitled N)*'G1'E.'G.16#&% is amended to make the following natural persons insureds.
If the additional insured is:
$! An individual, then his or her spouse is an insured; !"!#$%&'()*+,$-...00020009970135229998169
SB146932G
(Ed. 10-19)
SB146932G (10-19) Page 5 of 7
Copyright, CNA All Rights Reserved.
! A partnership or joint venture, then its partners, members and their spouses are insureds; "! A limited liability company, then its members and managers are insureds; #! An organization other than a partnership, joint venture or limited liability company, then its executive officers, directors and shareholders are insureds; or
$! Any type of entity, then its employees are insureds; but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only with respect to their respective roles within their organizations. Furthermore, employees of additional insureds are not insureds with respect to liability arising out of:
%&' "()#*+, *-./0," or "1$02)-3+ 3-# 3#4$05*2*-6 *-./0," to any fellow employee or to any natural person listed in paragraphs 3! through #! above;
%7' "80)1$05,9#3:36$" to property owned, occupied or used by their employer or by any fellow employee; or %;' Providing or failing to provide professional health care services. <<! =<>(<=<?@9AB?ACD<EC9FEGAH>IAD
It is understood and agreed that this endorsement amends the (/2*-$22)J-$02 =*3 *+*5, F)4$036$ K)0:. 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 to such provision do not apply.
>! ()#*+,9*-./0, L9AM13-#$#9N$O*-*5*)-
Under =*3 *+*5, 3-# P$#*"3+ AM1$-2$2 N$O*-*5*)-2, the definition of "()#*+, *-./0," is deleted and replaced by the following:
"()#*+, *-./0," means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental anguish or mental injury by that person at any time which results as a consequence of the physical injury, sickness or disease.
(! (0)3#9Q-)J+$#6$9)O9E""/00$-"$
Under Businessowners Liability Conditions, the Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended to add the following:
Paragraphs 3! and ! above apply to you or to any additional insured only when such ")""/00$-"$," offense, claim or "2/*5" is known to:
%&' You or any additional insured that is an individual; %7' Any partner, if you or an additional insured is a partnership; %;' Any manager, if you or an additional insured is a limited liability company; %R' Any "$M$"/5*4$9)OO*"$0" or insurance manager, if you or an additional insured is a corporation; %S' Any trustee, if you or an additional insured is a trust; or %T' Any elected or appointed official, if you or an additional insured is a political subdivision or public entity.
This paragraph applies separately to you and any additional insured.
F! A2535$2U9=$63+9H$10$2$-535*4$293-#9D1)/2$2
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 as such and, in the case of a spouse, where such claim seeks damages from marital common 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 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 Named Insureds are insureds with respect to such spouses' acts, errors or omissions in the conduct of the Named Insured's business.
SB146932G
(Ed. 10-19)
SB146932G (10-19) Page 6 of 7
Copyright, CNA All Rights Reserved.
! "#$$%&'()*$%+##'",-./'0,1'2%3#-45#
In the section entitled 67%'8.'09'89.:-#1, paragraph ;!4!<! is amended to add the following:
The limitations described in subparagraphs ;!4!<!=4>, =?> and =@> do not apply to your "#)*$%+##." for "?%1,$+ ,9A:-+" that results from providing cardiopulmonary resuscitation or other first aid services to a co-"#)*$%+##" or "3%$:9/##- &%-B#-" that becomes necessary while your "#)*$%+##" is performing duties in the conduct of your business. Your "#)*$%+##." are hereby insureds for such services. But the insured status conferred by this provision does not apply to "#)*$%+##." whose duties in your business are to provide professional health care services or health examinations.
(! C#54$'C,4?,$,/+'D' 4)45#'E%'F-#),.#.
<! Under G!'(H@$:.,%9.I <! 0**$,@4?$# /% G:.,9#.. C,4?,$,/+ 2%3#-45#, Exclusion B! 4)45# E% F-%*#-/+, is replaced by the following:
B! 4)45#'E%'F-%*#-/+
"F-%*#-/+'14)45#" to:
<! Property you own, rent or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property;
;! Premises you sell, give away or abandon, if the "*-%*#-/+ 14)45#" arises out of any part of those premises;
J! Property loaned to you;
K! Personal property in the care, custody or control of the insured; L! That particular part of any real property on which you or any contractors or subcontractors working directly or indirectly in your behalf are performing operations, if the "*-%*#-/+ 14)45#" arises out of those operations; or
M! That particular part of any property that must be restored, repaired or replaced because "+%:- &%-B" was incorrectly performed on it.
Paragraph ; of this exclusion does not apply if the premises are "+%:- &%-B" and were never occupied, rented or held for rental by you.
Paragraphs <, J, and K, of this exclusion do not apply to "*-%*#-/+ 14)45#" (other than damage by fire or explosion) to premises:
=<> rented to you:
=;> temporarily occupied by you with the permission of the owner, or =J> to the contents of premises rented to you 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 Section D – Liability and Medical Expenses Limits of Insurance.
Paragraphs J, K, L, and M of this exclusion do not apply to liability assumed under a sidetrack agreement.
Paragraph M of this exclusion does not apply to "*-%*#-/+ 14)45#" included in the "*-%1:@/.N @%)*$#/#1'%*#-4/,%9.'74O4-1."
;! Under G!'(H@$:.,%9., <! 0**$,@4?$# /% G:.,9#.. C,4?,$,/+ 2%3#-45#, the following paragraph is added, and replaces the similar paragraph, if any, beneath paragraph =<K> of the exclusion entitled F#-.%94$ 491 013#-/,.,95'89A:-+:
Exclusions @I 1I #I PI 5I 7I ,I BI $I )I 9I 491 %I do not apply to damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner or to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in Q#@/,%9' !'C,4?,$,/+'091'R#1,@4$'(H*#9.#.'C,),/.'SP'89.:-49@#. !"!#$%&'()*+,-.///00020009970135229998170
SB146932G
(Ed. 10-19)
SB146932G (10-19) Page 7 of 7
Copyright, CNA All Rights Reserved.
! The first Paragraph under item "! #$%$&' () *+'%,-'- .'/0'1 () 2)3 4,%,0 of the section entitled 4,$5,6,0789/18:'1,;$68<=>'/-'-84,%,0-8?@8A/-3+$/;' is replaced by the following:
The most we will pay under Business Liability for damages because of ">+)>'+07 1$%$&'" to any one premises, while rented to you or temporarily occupied by you with the permission of the owner, including contents of such premises rented to you for a period of 7 or fewer consecutive days, is the Damage to Premises Rented to You Limit. The Damage to Premises Rented to You Limit is the greater of:
$! $1,000,000; or
5! The Damage to Premises Rented to You Limit shown in the Declarations.
B! *'+-)/$68$/1891C'+0,-,/&8A/D3+7 E8#,-;+,%,/$0,)/8)+8F3%,6,$0,)/ G! Under 4,$5,6,07 $/1 :'1,;$6 <=>'/-'- #'@,/,0,)/-, the definition of ">'+-)/$6 $/1 $1C'+0,-,/& ,/D3+7" is amended to add the following:
H! Discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is:
IGJ Not done intentionally by or at the direction of:
I$J The insured; or
I5J Any "'=';30,C' )@@,;'+," director, stockholder, partner, member or manager (if you are a limited liability company) of the insured; and
IKJ Not directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person or person by any insured.
K! Under L! <=;63-,)/-M G! 9>>6,;$56' 0) L3-,/'-- 4,$5,6,07 N)C'+$&', the exclusion entitled *'+-)/$6 $/1 91C'+0,-,/&8A/D3+7 is amended to add the following additional exclusions:
IG"J #,-;+,%,/$0,)/8.'6$0,/&80)8.))%M8#O'66,/&8)+8*+'%,-'- Caused by discrimination directly or indirectly related to 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.
IGPJ <%>6)7%'/08.'6$0'18#,-;+,%,/$0,)/
Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any insured.
IGQJ B,/'-8)+8*'/$60,'-
Fines or penalties levied or imposed by a governmental entity because of discrimination. ! This provision I*'+-)/$6 $/1 91C'+0,-,/& A/D3+7 E #,-;+,%,/$0,)/ )+ F3%,6,$0,)/J does not apply if *'+-)/$6 $/1 91C'+0,-,/& A/D3+7 Liability is excluded either by the provisions of the Policy or by endorsement.
R! *'+-)/$68$/1891C'+0,-,/&8A/D3+7 S8L+)$1'/'18<C,;0,)/ Under 4,$5,6,07 $/1 :'1,;$6 <=>'/-'- #'@,/,0,)/-, the definition of "*'+-)/$6 $/1 $1C'+0,-,/& ,/D3+7" is amended to delete Paragraph c. and replace it with the following:
;! The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy of a room dwelling or premises that a person or organization occupies committed by or on behalf of its owner, landlord or lessor.
F! T$,C'+8)@8U35+)&$0,)/8E8L6$/V'0
We waive any right of recovery we may have against:
$! Any person or organization with whom you have a written contract that requires such a waiver.
All other terms and conditions of the Policy remain unchanged.
Workers Compensation And Employers Liability Insurance
Insured Name
Summit Strategies Government Affairs LLC
440 1ST ST NW STE 440
WASHINGTON, DC 20001
Policy Number
WC 7 13528737
Policy Period
02/01/2026 to 02/01/2027
Renewal
Producer Information
HOWARD & HOFFMAN INSURANCE AGENCY
3201 NEW MEXICO AVE NW STE 300
WASHINGTON, DC 20016-2710
Producer Processing Code
600-067553
CNA Branch
WASHINGTON DC
2020 K Street, NW
Suite 750
Washington D.C, DC 20006
Thank you for choosing CNA!
With your Workers Compensation And Employers Liability Insurance policy, you have insurance coverage tailored to meet the needs of your business. The international network of insurance professionals and the financial strength of CNA, rated "A" by A.M. Best, provide the resources to help you manage the daily risks of your organization so that you may focus on what’s most important to you.
Claim Services
The Workers Compensation Claim Kit will help you and your employees take full advantage of CNA’s comprehensive services. We work with you, your employees and medical providers to promote workplace safety; control risks; facilitate early return to work when medically appropriate; prevent fraud; and assist you in recognizing your opportunities and responsibilities in managing Workers Compensation costs.
To report a loss go to www.cna.com/claim or send an email to [email protected], or call 877-CNA-ASAP (877-262-2727)
To find a network provider or for a PPO panel request, go to www.cna.com/claim To request loss runs send an email to [email protected] For additional questions call CNA Customer Service at (877)-574-0540, or contact your independent CNA Insurance Agent.
State Required Posting Notices
If you are not the person directly responsible for having these Posting Notices displayed, please direct these notices to the appropriate person within your organization. Posting Notices are required to be displayed in accordance with specific requirements as stated in the notices. The applicable notice(s) and the quantity included are based on the number of physical addresses in each covered state provided by your independent CNA Insurance Agent.
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Table of Contents
TABLE OF CONTENTS
Page Number
TABLE OF CONTENTS ................................................................................. 2 POLICYHOLDER NOTICE ................................................................................. 3 INFORMATION PAGE ................................................................................. 16 POLICY ................................................................................. 26 POLICY ENDORSEMENT ................................................................................. 32 Policy No:
© Copyright CNA All Rights Reserved.
Table of Contents WC 7 13528737
Workers Compensation And Employers Liability Insurance
Policyholder Notice
POLICYHOLDER NOTICE - FRAUD NOTIFICATION
IMPORTANT INFORMATION
POLICYHOLDER FRAUD NOTIFICATION
Alabama, Alaska, Arizona, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming:
Any person who knowingly presents false or fraudulent information to obtain or amend insurance coverage or to make a claim for the payment of a loss is guilty of a crime and may be subject to criminal and/or civil penalties.
Arkansas: Any person or entity who willfully and knowingly makes any material false statement or representation, who willfully and knowingly omits or conceals any material information, or who willfully and knowingly employs any device, scheme or artifice, for the purpose of:
i. Obtaining any benefit or payment;
ii. Defeating or wrongfully increasing or wrongfully decreasing any claim for benefit or payment; or
iii. Obtaining or avoiding workers compensation coverage or avoiding payment of the proper insurance premium, or who aids and abets for any of said purposes, under this chapter will be guilty of a Class D felony.
Fifty percent (50%) of any criminal fine imposed and collected under this subdivision (a)(1) or subdivision (a)(2) of this section shall be paid and allocated in accordance with applicable law to the Death and Permanent Total Disability Trust Fund administered by the Workers' Compensation Commission.
California: For your protection, California law requires the following to appear on this form:
Any person who makes or causes to be made any knowingly false or fraudulent material statement or material representation for the purpose of obtaining or denying workers' compensation benefits or payments is guilty of a felony.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 1 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 CNA105749XX (05-2023)
02/01/2026
Policy Page: 3 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
Colorado: It is illegal to knowingly make a false or fraudulent material statement or representation for the purpose of obtaining or denying workers' compensation benefits or payments. These actions may result in a loss of future benefits, restitution of prior workers compensation awards and benefits paid, and/or civil and criminal penalties.
Florida: Any person who, knowingly and with intent to injure, defraud, or deceive any employer or employee, insurance company, or self-insured program, files a statement of claim containing any false or misleading information, commits insurance fraud, punishable as provided in s. 817.234.
Louisiana: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit or knowingly presents false information in an application for insurance is guilty of a crime and may be subject to fines and confinement in prison. Failure to answer truthfully may result in forfeiture of workers compensation benefits.
Minnesota: Any person who, with intent to defraud, receives workers’ compensation benefits to which the person is not entitled by knowingly misrepresenting, misstating, or failing to disclose any material fact is guilty of theft and shall be sentenced pursuant to s 609.52, subdivision 3.
New York: Any person who knowingly and with intent to defraud any insurance company or other person files an application for insurance or statement of claim containing any materially false information, or conceals for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime, and shall also be subject to a civil penalty not to exceed five thousand dollars and the stated value of the claim for each such violation.
Oklahoma: Any person or entity who makes any material false statement or representation, who willfully and knowingly omits or conceals any material information, or who employs any device, scheme, or artifice, or who aids and abets any person for the purpose of:
obtaining any benefit or payment,
increasing any claim for benefit or payment, or
obtaining workers' compensation coverage under this act, shall be guilty of a felony punishable pursuant to Section 1663 of Title 21 of the Oklahoma Statutes.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 2 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 CNA105749XX (05-2023)
02/01/2026
Policy Page: 4 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
Rhode Island: Any person who knowingly presents a false or fraudulent claim for payment of a loss or benefit or knowingly presents false information in an application for insurance is guilty of a crime and may be subject to fines and confinement in prison.
Tennessee: It is a crime to knowingly provide false, incomplete or misleading information to any party to a workers compensation transaction for the purpose of committing fraud.
Penalties include imprisonment, fines and denial of insurance benefits.
Texas: Any person who knowingly presents a false or fraudulent claim for the payment of a loss is guilty of a crime and may be subject to fines and confinement in state prison.
Utah: Any person who knowingly presents false or fraudulent underwriting information, files or causes to be filed a false or fraudulent claim for disability compensation or medical benefits, or submits a false or fraudulent report or billing for health care fees or other professional services is guilty of a crime and may be subject to fines and confinement in state prison.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 3 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 CNA105749XX (05-2023)
02/01/2026
Policy Page: 5 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
IMPORTANT INFORMATION - CNA INSURANCE PREMIUM AUDIT
An accurate audit benefits you and your business
What is it and why do you need it?
A premium audit determines the actual insurance exposures for the coverages you have based on an examination of your operation, records and books of account.
At issuance, your premium is estimated based on your business circumstances and information provided at that time. An audit verifies the correct exposure of premium base for your insurance coverage by checking actual figures. After your audit, an adjustment will be made to the premium that was estimated when your policy was issued.
An audit is necessary after the expiration of a policy with a variable premium base. Some types of coverage subject to audit are:
Payroll Records Checklist
This list provides a good indication of materials your auditor will need.
You can also expect your auditor to observe your business operations and ask questions about your records.
Keeping good records may save you time and money
If you are eligible for allowable credits based on insurance manual classification and rating rules, you need to provide the necessary records and detail to take advantage of the credits.
Payroll (remuneration for services performed by an employee) is the basis for many of your insurance premiums. Remuneration can include money or substitutes such as:
Workers' Compensation
Premises Operations Liability
Automobile Liability
Liquor Liability
Product Recall and Replacement
General Liability
Products Completed Operations
Garage Liability
Funeral Directors Liability
Printer’s E&O Correction of Work
Journals
Tax Reports
Vehicle Titles
Cash Disbursements
Ledgers
Individual Earnings Cards
Registrations or Ownership Tax Reports
Bonuses
Wages or commissions
Profit sharing plans
Overtime
Statutory payments
Other substitutes for cash
Vacation, holiday or sick pay
Payments for piece work
Value of board, lodging
Tool allowance
Store certificates
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 1 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 CC031605A (12-2014)
02/01/2026
Policy Page: 6 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
Scheduling the Audit
As the time for your audit approaches, a staff auditor from CNA or one of our authorized vendors will contact you to schedule the audit. Our current vendors are: Information Providers Inc. (IPI); and U.S. Insurance Services (USI).
Payroll Records Guidelines
Overtime – show overtime pay in excess of straight time pay separately by employee and in summary by classification of work by state.*
Division of Payroll – Individual employee's payroll must show the number of hours and amount of payroll for each type of work or the full salary must be charged to the employee's highest rated classification. Division is not available for outside sales persons (8742), auto salesperson (8748), clerical (8810), clerical telecommuter (8871) and drivers (7380).
Subcontractors – CNA requires all subcontractors hired by you to carry Workers Compensation insurance, and to carry General Liability and/or Umbrella Liability limits of at least $1,000,000 on an occurrence based policy.
Prior to allowing a subcontractor to work for you, you should obtain a Certificate of Insurance from the subcontractor evidencing Workers Compensation insurance and these GL and/or Umbrella minimum limits. At final audit, we will examine the Certificates of Insurance for all work subcontracted during the policy term. Any subcontracted work for which we are not provided a Certificate of Issuance demonstrating Workers Compensation insurance or which demonstrates subcontracted work was insured with liability limits less than $1,000,000., will be converted to ratable payroll on your applicable policies, resulting in additional premium charges owed by you. To prevent such additional premium charges and to reduce the risk of your Workers Compensation and/or General Liability coverages being tapped to cover claims that arise from work performed by your subcontractors, you must obtain certificates of Insurance evidencing Workers Compensation insurance and $1,000,000 liability limits from all of your subcontractors.
Prevailing Wage – In PA, DE, NJ and CA, contact your CNA premium auditor for details concerning cash payments in lieu of prevailing fringe benefits and the records required.
You can reach the Premium Audit Department by calling:
EAST CT, DE, DC, MA, MD, ME, NH, NJ, NY, PA, RI, VA, VT, WV CNA Premium Audit Department
1 Meridian Blvd
Wyomissing, PA 19610
Phone: 800-847-2736
Fax: 610-208-6571
ALL OTHER CNA Premium Audit Department
500 Colonial Center Parkway
Lake Mary, FL 32746
Phone: 800-847-2736
Fax: 407-919-3610
*PA, DE, NV and UT do not allow overtime credit for Workers' Comp coverage. Overtime credit is allowed in all states for General Liability coverages.
One or more of the CNA companies provide the products and/or services described. This information is intended to present a general overview for illustrative purposes only. It is not intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All products and services may not be available in all states and may be subject to change without notice. CNA is a registered trademark of CNA Financial Corporation. Copyright 2014 CNA. All rights reserved. PREM AUDIT FLR 052014
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 2 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 CC031605A (12-2014)
02/01/2026
Policy Page: 7 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
IMPORTANT INFORMATION OREGON EMPLOYERS: INTRO TO WORKERS COMPENSATION In accordance with the intent of Oregon Law, this notice answers basic questions about workers compensation insurance.
National Council on Compensation Insurance (NCCI)
The National Council on Compensation Insurance is a voluntary, non-profit, statistical, research and ratemaking organization licensed under Oregon Revised Statutes 737.350. Supported by the insurance industry, NCCI's primary functions are the preparation and administration of rates, rating plans, and systems for workers compensation insurance. In Oregon, NCCI prepares a schedule of rates for insureds in the assigned risk plan, subject to insurance department approval, and acts in an advisory capacity for insurers writing the remainder of the business in the state.
As the rating organization, it is NCCI's obligation to collect payroll and loss information, by individual classification, for each workers compensation insurance policy in the state of Oregon. In addition, the rating organization will perform inspections at employers' premises to determine the proper classifications, perform test audits, promulgate experience rating modifications, and administer the Workers Compensation Insurance Plan (WCIP) for those employers unable to obtain coverage voluntarily.
Workers Compensation Rates
NCCI uses the collected payroll and loss data to actuarially determine that portion of each individual classification rate necessary to pay the losses. This amount is called the pure premium. Oregon insurers may use the pure premiums determined by NCCI, or may derive their own pure premium when preparing their rates.
Each carrier applies it own "factor" to provide for additional costs of taxes, licenses, fees, acquisitions and field supervision, and other company expenses. This "factored" rate is the amount charged per $100 of payroll.
Classifications
There are approximately 500 different workers compensation classifications, each of which individually describes a particular occupation. Generally, each employer will be entitled to the ONE basic classification which most accurately describes its operations. In addition, when that one basic classification does not specifically include one of the "Standard Exception" classifications (Clerical, Outside Salespersons, or Drivers), each employer may also be entitled to three additional classifications: Code 7380 - Drivers, Chauffeurs & Helpers; Code 8742 - Salespersons, Collectors or Messengers - Outside; and Code 8810 - Clerical Office Employees. CNA will advise you of the classification applicable to your operations. However, when an employer is engaged in Construction, Erection, Stevedoring, Aircraft Operations (Industrial Aid) or Trucking as a secondary business, additional classifications may be assigned. Again, CNA will advise you on classifications applicable to your operations.
Division of Employees Payroll
When an employee performs different duties which, if performed by a different worker, would qualify for a different classification assignment, you may divide that person's payroll between two or more classifications, PROVIDED separate verifiable payroll records are adequately maintained. When verifiable payroll records are not maintained, that individual's payroll must be assigned to the highest-rated classification for any of the duties performed.
Verifiable Records
Verifiable records are documents completed by an employee or supervisor every time the employee changes duties. These records should display the starting time and ending time for each type of work. Each block of time should note the duties that employee performed during that particular time period. Estimates or Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 1 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-23130-C (07-2004)
02/01/2026
Policy Page: 8 of 49
© CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
percentages of time spent in the different duties are not acceptable as verifiable records.
Remuneration – Payroll
"Payroll" means the TOTAL remuneration paid or payable by the employer for the services of the employees covered by the policy. Payroll INCLUDES commissions, anticipated bonuses, straight hourly wages for all hours worked, holiday pay, sick pay, piecework pay, tool allowances, value of living quarters provided by the employer, value of meals provided, value of store certificates or merchandise provided, and credits or any other substitute for money received by employees. Payroll does NOT INCLUDE profit-sharing amounts, unanticipated bonuses, vacation pay, tips or other gratuities received by employees from others, payments by the employer to group insurance or group pension plans, value of special rewards for individual invention or discovery, the value of a company-provided vehicle which is used in the employer's business, or dismissal or severance payments except for the pay earned for the time worked. It also excludes payments from a program to reward workers for safe working practices.
Subcontractors
When you subcontract a portion (or all) of your work to others and retain the right to exercise any direction and control (regardless of whether that right is exercised), you will be expected to pay the premiums for that subcontracted payroll UNLESS the subcontractor has its own workers compensation insurance coverage. In order to avoid the payment of premium for your subcontractors, you should obtain a CERTIFICATE OF INSURANCE from each subcontractor. At the time of audit, we will ask for any certificates of insurance and will exclude the subcontractor's payroll when the certificate is available.
Experience Rating
When any employer's initial policy develops an annual premium in excess of $5,000, the employer will qualify for experience rating at the beginning of the THIRD year and annually thereafter. When the employers develop premium in excess of $2,500 (but less than $5,000), they will qualify for an experience rating modification at the beginning of the FOURTH year. These qualifying premium amounts are subject to change.
Essentially, the Experience Rating Program will use your company's payroll, by individual classification, to determine the AVERAGE amount of losses expected to emerge from that payroll. It will then compare those EXPECTED LOSSES to the ACTUAL LOSSES which were paid and/or reserved for any injuries occurring during the period covered by the data used in the annual experience rating process. When your company has BETTER than average experience, the experience modification will result in a CREDIT (reduction in your final premium), but if your experience is WORSE than average, a DEBIT (surcharge) will apply.
Merit Rating
When an employer is too small to qualify for experience rating, a MERIT RATING program will apply. In general, this program will: a) reduce your final premium if there were no payments for "lost-time" injuries during the most recent year for which data has been compiled; b) will not affect your premium when there was only ONE lost-time injury; and c) will surcharge your premium when there are two or more lost-time injuries. Oregon law provides that, with the approval of regulatory authorities, insurance carriers may use their own customized merit rating plan. Maximum credits or surcharges are 10 percent. CNA has such a program available for insureds.
Federal Coverages
While most employees will be subject to only the Oregon Workers Compensation Act, others MAY be subject to the Admiralty Act (for masters or members of a vessel), to the Federal Employers Liability Act (railroads engaged in interstate commerce), or the Longshore and Harbor Workers Compensation Act (for stevedoring operations, building or repairing of vessels, new construction work in connection with marinas, etc.). However, the determination of exposures under any Federal Acts is a legal question which should be discussed with your insurance agent.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 2 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-23130-C (07-2004)
02/01/2026
Policy Page: 9 of 49
© CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
Final Premium
When you receive your policy from us, the premium will be ESTIMATED from the description of work and payroll information supplied by you. We may either make interim audits or audit your account when your policy has expired. At that time, your final premium will be based upon the ACTUAL payrolls.
Oregon Classification and Rating Committee
A committee, composed of members well-versed in workers compensation insurance matters, meets periodically to hear the grievances of employers who feel they have been treated improperly in the assignment of classifications, payroll assignments, or experience ratings. (Since the "rate" is an actuarial product which has been reviewed by the Department of Consumer and Business Services prior to approval for use, the appeal may NOT be based upon the rate for an individual classification.) Should you feel you have been aggrieved, you may direct your specific allegations to NCCI – Northwestern Service Office, 6975 Southwest Sandburg Road, Suite 146, Tigard, OR 97223 or contact your agent for further information.
Conclusion
The above information has been designed to provide you with a broad overview of the Oregon Workers Compensation Insurance System. Should you have further questions, please contact NCCI – Northwestern Service Office at the address indicated above, or you may contact CNA insurance companies at the following address: CNA Insurance Companies, Two Centerpointe, 2nd Floor, Lake Oswego, OR 97035.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 3 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-23130-C (07-2004)
02/01/2026
Policy Page: 10 of 49
© CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
IMPORTANT INFORMATION NOTICE TO EMPLOYERS
REGARDING MEDICAL PAYMENTS OF NON-DISABLING CLAIMS
Pursuant to ORS 656.262(5); you may pay for the costs of medical services for non-disabling claims, not to exceed the defined dollar amount as determined by the Workers Compensation Division, Department of Consumer and Business Services, per claim. This does not relieve you of your claim reporting requirements or us of our responsibility to determine benefits and to process claims in an accurate and timely manner. That amount you pay of a medical loss covered by the Oregon Employer Paid Medical Program option will be excluded for experience rating purposes upon reimbursement of the deductible amount by the employer.
Non-disabling claims will be processed in accordance with all statutes and rules governing claims processing.
However, you may reimburse the medical services’ costs paid by us, if you have chosen to make such payments. If you do not respond in writing within 30 days of receipt of this notice, we will assume you have chosen not to participate. If you wish to participate later in the policy period, you may, by written request.
However, the earliest reimbursement period will be the first completed period following receipt of your request.
If you elect to participate, the reimbursement program remains in effect until you advise us otherwise, in writing, or are no longer insured by us.
The procedure for reimbursement is as follows:
Within 30 days following each three month period after policy inception or a period mutually agreed upon by us, we shall provide you with a list of all accepted non-disabling claims for which payments were made during that period and the respective cost of each claim. You must identify those claims and the dollar amount you wish to pay for that period and reimburse us accordingly, within 30 days of receipt of the quarterly list. If you do not reimburse us within the 30 days, that will mean that you do not wish to reimburse us. You and we may, by written agreement, establish a period in excess of 30 days for you to reimburse us. We shall maintain records of amounts reimbursed by you for medical services on non-disabling claims.
If a claim changes from a non-disabling claim to a disabling claim and the insurer has recovered reimbursement from the employer for medical costs billed prior to the change, the insurer will exclude those amounts from any experience rating, or other individual or group rating plans of the employer.
For employers on retrospective rated plans, medical costs paid by the employer will be included in the retrospective premium calculation, but those amounts paid by the employer will be applied as credits against the resulting retrospective premium. For employers who are experience rated, the effect of choosing to pay medical costs could eventually reduce their overall workers’ compensation costs.
For additional information or to answer any questions, please contact:
CNA Insurance
12909 S.W. 68th Parkway
Suite 200
Portland, OR 97223
(800)881-1350
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 1 of 1
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-43595-H (12-2010)
02/01/2026
Policy Page: 11 of 49
© CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
IMPORTANT INFORMATION OREGON SAFETY AND HEALTH LOSS CONTROL SERVICES You, as an employer operating in the State of Oregon, may not be aware of a state law that has a significant impact on you and conditions in your workplace. The Oregon Safe Employment Act is a plan approved under the provisions of the Federal Occupational Safety and Health Act (OSHA) and applies to all businesses engaged in commerce and having one or more employees. The Act is administered by the Oregon OSHA of the Department of Business and Consumer Services.
You, as an employer, have a right to make a complaint to the OR-OSHA Division if an insurer fails to respond to a request for Loss Prevention services, or otherwise fails to provide services as offered or required. A copy of the law, its requirements and interpretations may be obtained from:
Oregon-OSHA
Department of Consumer and Business Services
350 Winter Street NE
Salem, OR 97301
Phone Number: 1-800-922-2689
Website Address: www.cbs.state.or.us/osha/
The Act requires you to take positive action to ensure your employees safe and healthful working conditions, and you are responsible for complying with all standards, rules, regulations and opinions of the Act. CNA encourages you to voluntarily comply with all of its requirements. While we cannot assume your responsibility, we can assist you in this endeavor.
When requested, CNA's Loss Risk Control Department will consult with you regarding your occupational safety and health problems, conditions or methods. Our loss risk control services include:
A) Evaluation of loss prevention risk control needs:
B) Assistance in evaluating records that may be pertinent to the firm's illness and injury experience; C) An explanation to you of the Oregon Safe Employment Act and rules that apply to the particular place of employment;
D) Provision of partial or complete on-site health and safety surveys, which identify all reasonably discoverable occupational safety and health hazards and items not in compliance with the federal and the Division's occupational safety and health laws, rules and standards within the scope of the survey scheduled; E) Assistance with industrial hygiene and safety evaluations to detect physical and chemical hazards of the workplace, and implementation of engineering or administrative controls; F) Assistance with evaluating, obtaining, and maintaining personal protective equipment; G) Evaluation of workplace design, layout and operation, and assistance with job site modifications utilizing an ergonomic approach;
H) Assistance in evaluating and improving safety management practices; I) Assistance in identifying health and safety training needs and available resources; and J) Follow-up services for evaluating the effectiveness of the service provided.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 1 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-83274-K (12-2017)
02/01/2026
Policy Page: 12 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
If you need assistance, please contact us by letter or phone at the address below.
CNA
12909 S.W. 68th Parkway
Suite 200
Portland, OR 97223
(800) 881-1350
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 2 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-83274-K (12-2017)
02/01/2026
Policy Page: 13 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
IMPORTANT INFORMATION:
DISTRICT OF COLUMBIA WORKERS' COMPENSATION POLICYHOLDER SURCHARGE The District of Columbia Office of Workers' Compensation has issued a notice indicating the assessment for the Special Fund for current Fiscal Year (October 1st - September 30th), as authorized under the District of Columbia Workers' Compensation Act, section 36-340. In the event of an assessment, every workers' compensation insurer must collect, from each of its policyholders, an amount equal to the surcharge percentage multiplied by their premium. The surcharge percentage shall be set by a formula each year (generally effective October 1st) by the Office of Workers' Compensation. The policyholder surcharge rate and the dollar amount are identified on your District of Columbia Schedule of Operations.
Please contact your independent CNA agent if you have any questions.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 1 of 1
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-138906-G (10-2013)
02/01/2026
Policy Page: 14 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policyholder Notice
PRIVACY POLICY NOTICE
This notice explains how CNA* protects the privacy of personal information collected about you or your employees under a CNA insurance policy.
Why We Collect Information
We collect information about you or your employees that is necessary to adjust claims made under a CNA insurance policy.
The Type of Information We Collect
Information we receive may include claimant name, address, telephone number, Social Security Number, date of birth, medical treatment records, including information about previous claims or accidents, information about the circumstances of the accident or injury, and the names of witnesses and other contact information.
How We Use the Information
The information we collect is used to administer and process claims, account administration, fraud prevention, and as otherwise required or permitted by federal or state law.
We may share information as required or allowed by law, with:
• Medical providers
• Insurance or workers' compensation regulatory authorities • Law enforcement
• To others, as permitted by law
How We Protect Information
Protecting your non-public personal information is important to us. We do not share your non-public personal information with anyone unless you agree or, as we are required or allowed by law. We regularly review our security measures and employee education programs to help protect your information, including physical security of our files.
Whom To Contact Regarding Privacy Matters
Please include your name and policy or claim number in any correspondence to us.
CNA Compliance
151 N. Franklin St.
Chicago, IL 60606
*THIS NOTICE IS PROVIDED ON BEHALF OF THE FOLLOWING CNA COMPANIES:
American Casualty Company of Reading, PA The Continental Insurance Company of New Jersey Continental Casualty Company National Fire Insurance Company of Hartford The Continental Insurance Company Valley Forge Insurance Company Transportation Insurance Company
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policyholder Notice; Page: 1 of 1
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 G-140370-E (05-2019)
02/01/2026
Policy Page: 15 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
WORKERS COMPENSATION AND EMPLOYERS LIABILITY POLICY INFORMATION PAGE Policy Information
Coverage Provided By Policy Number
The Continental Insurance Company a Stock Insurance
Company
151 N Franklin St
Chicago, IL 60606
NCCI Carrier Code: 15113
Policy Number: WC 7 13528737
Renewal of: WC 7 13528737
Item 1 Named Insured and Mailing Address Producer Information Summit Strategies Government Affairs LLC
440 1ST ST NW STE 440
WASHINGTON, DC 20001
Type of Entity: Limited Liability Company
FEIN Number: 81-0898773
HOWARD & HOFFMAN INSURANCE AGENCY
3201 NEW MEXICO AVE NW STE 300
WASHINGTON, DC 20016-2710
Producer Processing Code: 600-067553
If there are other Named Insureds: See Name and Address Schedule attached.
If there are other work places not shown above: See Name and Address Schedule attached.
Item 2 Policy Period
02/01/2026 to 02/01/2027 at 12:01 a.m. Standard Time at the Named Insured's mailing address shown above.
Anniversary Rating Date: NONE
Item 3 A. Workers Compensation Insurance: Part One of this policy applies to the Workers Compensation Law of the states listed here:
States: DC, OR
Item 3 B. Employers Liability Insurance: Part Two of this policy applies to work in each state listed in Item 3.A. The limits of our liability under Part Two are:
Bodily Injury by Accident $1,000,000 each accident
Bodily Injury by Disease $1,000,000 policy limit
Bodily Injury by Disease $1,000,000 each employee
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 1 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 16 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Item 3 C. Other States Insurance: Part Three of this policy applies to the states, if any, listed here:
States: All states except ND, OH, WA, WY and states designated in Item 3A of the Information Page Item 3 D. This policy includes these endorsements and schedules:
Schedule of Operations, Endorsement Schedule, Named Insured Schedule, Name and Address Schedule and Payment Plan Schedule
Item 4 Estimated Annual Premium
The premium for this policy will be determined by our Manual of Rules, Classifications, Rates and Rating Plans.
All information required below is subject to verification and change by audit.
Adjustment of Premium shall be made: At Policy Expiration Classification of Operations: See Schedule of Operations Attached Estimated Annual Premium $938
Premium Discount $0
Expense Constant $160
Terrorism Premium $193
Catastrophe (O/T Cert Acts of Terror) $90
Minimum Premium $179
Total Estimated Annual Premium $1,381
Total State Taxes/Assessments/Surcharges $27.00
Total Estimated Cost $1,408.00
Deposit Premium $1,381
Account Number: 3041560311
Date of Issuance: 12/18/2025
Policy Issuance Office: WASHINGTON DC
Countersigned:
Date:
By:
Authorized Agent
Chairman of the Board Secretary
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 2 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 17 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Schedule of Operations
Class
Code
Classification of Operations Estimated
Total Annual
Remun
Rate per
$100
Remun
Estimated
Annual
Premium
State - District of Columbia
Location 001
8810 Clerical Office Employees NOC 146,232 0.0290 $42
8742 Salespersons Or Collectors--Outside 472,443 0.0640 $302 Subtotal for Location # 001 $344
0930 Waiver Of Subrogation 0.0200 $245
9812 Employers Liability Increased Limits 0.0110 $4
9848 Employers Liability Increased Limits - Balance To
Minimum Premium
$115
Total Estimated Standard Premium $708
0900 Expense Constant $160
9740 Terrorism Premium 618,675 0.0290 $179
9741 Catastrophe (O/T Cert Acts Of Terror) 618,675 0.0100 $62 Total Estimated Premium $1,109
0988 WC Policyholder Surcharge 0% $0
Total Estimated Cost $1,109
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 1 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 18 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Schedule of Operations
Class
Code
Classification of Operations Estimated
Total Annual
Remun
Rate per
$100
Remun
Estimated
Annual
Premium
State - Oregon
Location 002
8742 Salespersons Or Collectors--Outside 281,216 0.0890 $250 Subtotal for Location # 002 $250
0930 Waiver Of Subrogation 0.0200 $5
9812 Employers Liability Increased Limits 0.0040 $1
9885 OR Merit Rating Credit 0.9000 ($26)
Total Estimated Standard Premium $230
9740 Terrorism Premium 281,216 0.0050 $14
9741 Catastrophe (O/T Cert Acts Of Terror) 281,216 0.0100 $28 Total Estimated Premium $272
0988 Oregon Tax Assessment 9.8% $27
Total Estimated Cost $299
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 2 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 19 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Schedule of Operations
Policy Totals Estimated Annual Premium
Estimated Class Premium $594
Estimated Standard Premium $938
Expense Constant $160
Expense Constant State District of Columbia
Terrorism Premium $193
Catastrophe Premium $90
Estimated Annual Premium $1,381
Taxes, Fees and Surcharges $27
Estimated Cost $1,408
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 3 of 3
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 20 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Endorsement Schedule
Number Edition Date Endorsement Title Endorsement
Number
WC 00 00 00 C 01-2015 WORKERS COMPENSATION AND EMPLOYERS LIABILITY
INSURANCE POLICY
G-35224-B 03-1984 INCREASED LIMIT OF LIABILITY ENDORSEMENT 1 WC 00 03 10 04-1984 SOLE PROPRIETORS, PARTNERS, OFFICERS AND
OTHERS COVERAGE ENDORSEMENT
2 WC 00 03 13 04-1984 WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS
ENDORSEMENT
3 WC 00 04 14 A 01-2019 90-DAY REPORTING REQUIREMENT - NOTIFICATION OF
CHANGE IN OWNERSHIP ENDORSEMENT
4 WC 00 04 19 A 08-2022 PART FIVE - PREMIUM AMENDATORY ENDORSEMENT 5 WC 00 04 21 E 01-2021 CATASTROPHE (OTHER THAN CERTIFIED ACTS OF
TERRORISM) PREMIUM ENDORSEMENT
6 WC 00 04 21 F 08-2022 CATASTROPHE (OTHER THAN CERTIFIED ACTS OF
TERRORISM) PREMIUM ENDORSEMENT
7 WC 00 04 22 C 01-2021 TERRORISM RISK INSURANCE PROGRAM
REAUTHORIZATION ACT DISCLOSURE ENDORSEMENT
8 WC 00 04 24 01-2017 AUDIT NONCOMPLIANCE CHARGE ENDORSEMENT 9 WC 08 06 01 04-1984 DISTRICT OF COLUMBIA CANCELATION ENDORSEMENT 10 WC 36 03 06 01-2002 OREGON LIMITS OF LIABILITY ENDORSEMENT 11 WC 36 04 01 01-1988 OREGON MERIT RATING ENDORSEMENT 12
WC 36 06 01 E 01-2008 OREGON CANCELLATION ENDORSEMENT 13 WC 36 06 02 01-2011 OREGON CONFIDENTIALITY ENDORSEMENT 14 WC 36 06 04 01-2017 OREGON AMENDATORY ENDORSEMENT 15
PLEASE READ THE ENCLOSED IMPORTANT NOTICES CONCERNING YOUR POLICY Number Edition Date Form Title
CC031605A 12-2014 CNA INSURANCE PREMIUM AUDIT
CNA105749XX 05-2023 POLICYHOLDER FRAUD NOTIFICATION
G-138906-G 10-2013 IMPORTANT INFORMATION: DISTRICT OF COLUMBIA WORKERS'
COMPENSATION POLICYHOLDER SURCHARGE
G-140370-E 05-2019 PRIVACY POLICY NOTICE
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 1 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 21 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Number Edition Date Form Title
G-23130-C 07-2004 IMPORTANT INFORMATION OREGON EMPLOYERS: INTRO TO
WORKERS COMPENSATION
G-43595-H 12-2010 IMPORTANT INFORMATION NOTICE TO EMPLOYERS REGARDING
MEDICAL PAYMENTS OF NON-DISABLING CLAIMS
G-83274-K 12-2017 IMPORTANT INFORMATION OREGON SAFETY AND HEALTH LOSS
CONTROL SERVICES
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 2 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 22 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Named Insured Schedule
Named Insured Type of Entity FEIN State ID
Summit Strategies Government Affairs LLC Limited Liability Company
81-0898773
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 1 of 1
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 23 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
Name and Address Schedule
Location Entity Entity Name and Address
1 001 Summit Strategies Government Affairs LLC
440 1ST ST NW
440
WASHINGTON, DC 20001
2 001 Summit Strategies Government Affairs LLC
329 NE COUCH ST # 212
PORTLAND, OR 97232-1332
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 1 of 1
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 24 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Information Page
PAYMENT PLAN SCHEDULE
PAYMENT PLAN SCHEDULE
THE BILLING FOR THIS POLICY WILL BE FORWARDED TO YOU DIRECTLY FROM CNA.
THIS PREMIUM WILL BE INVOICED BY CNA ON A SEPARATE STATEMENT ACCORDING TO THE PAYMENT OPTION YOU SELECT.
The premium amount for this transaction is: $1,408.00
WC000001
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Information Page; Page: 1 of 1
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 P-33398-E (06-1987)
02/01/2026
Policy Page: 25 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy
In return for the payment of the premium and subject to all terms of this policy, we agree with you as follows:
GENERAL SECTION
A. The Policy
This policy includes at its effective date the
Information Page and all endorsements and
schedules listed there. It is a contract of insurance
between you (the employer named in Item 1 of the
Information Page) and us (the insurer named on the
Information Page). The only agreements relating to
this insurance are stated in this policy. The terms of
this policy may not be changed or waived except by
endorsement issued by us to be part of this policy.
B. Who is Insured
You are insured if you are an employer named in
Item 1 of the Information Page. If that employer is a
partnership, and if you are one of its partners, you
are insured, but only in your capacity as an
employer of the partnership’s employees.
C. Workers Compensation Law
Workers Compensation Law means the workers or
workmen’s compensation law and occupational
disease law of each state or territory named in Item
3.A. of the Information Page. It includes any
amendments to that law which are in effect during
the policy period. It does not include any federal
workers or workmen’s compensation law, any
federal occupational disease law or the provisions
of any law that provide nonoccupational disability
benefits.
D. State
State means any state of the United States of
America, and the District of Columbia.
E. Locations
This policy covers all of your workplaces listed in
Items 1 or 4 of the Information Page; and it covers
all other workplaces in Item 3.A. states unless you
have other insurance or are self-insured for such
workplaces.
PART ONE
WORKERS COMPENSATION INSURANCE
A. How This Insurance Applies
This workers compensation insurance applies to
bodily injury by accident or bodily injury by disease.
Bodily injury includes resulting death.
1. Bodily injury by accident must occur during
the policy period.
2. Bodily injury by disease must be caused or
aggravated by the conditions of your
employment. The employee’s last day of
last exposure to the conditions causing or
aggravating such bodily injury by disease
must occur during the policy period.
B. We Will Pay
We will pay promptly when due the benefits
required of you by the workers compensation
law.
C. We Will Defend
We have the right and duty to defend at our
expense any claim, proceeding or suit against
you for benefits payable by this insurance. We
have the right to investigate and settle these
claims, proceedings or suits.
We have no duty to defend a claim, proceeding
or suit that is not covered by this insurance.
D. We Will Also Pay
We will also pay these costs, in addition to
other amounts payable under this insurance, as
part of any claim, proceeding or suit we
defend:
1. reasonable expenses incurred at our
request, but not loss of earnings;
2. premiums for bonds to release attachments
and for appeal bonds in bond amounts up
to the amount payable under this
insurance;
3. litigation costs taxed against you;
4. interest on a judgment as required by law
until we offer the amount due under this
insurance; and
5. expenses we incur.
E. Other Insurance
We will not pay more than our share of
benefits and costs covered by this insurance
and other insurance or self-insurance. Subject
to any limits of liability that may apply, all
shares will be equal until the loss is paid. If any
insurance or self-insurance is exhausted, the
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy; Page: 1 of 6
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 WC 00 00 00 C (01-2015)
02/01/2026
Policy Page: 26 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy
shares of all remaining insurance will be equal until
the loss is paid.
F. Payments You Must Make
You are responsible for any payments in excess of
the benefits regularly provided by the workers
compensation law including those required because:
1. of your serious and willful misconduct;
2. you knowingly employ an employee in violation
of law;
3. you fail to comply with a health or safety law or
regulation; or
4. you discharge, coerce or otherwise discriminate
against any employee in violation of the workers
compensation law.
If we make any payments in excess of the benefits
regularly provided by the workers compensation law
on your behalf, you will reimburse us promptly.
G. Recovery From Others
We have your rights, and the rights of persons
entitled to the benefits of this insurance, to recover
our payments from anyone liable for the injury. You
will do everything necessary to protect those rights
for us and to help us enforce them.
H. Statutory Provisions
These statements apply where they are required by
law.
1. As between an injured worker and us, we have
notice of the injury when you have notice.
2. Your default or the bankruptcy or insolvency of
you or your estate will not relieve us of our
duties under this insurance after an injury
occurs.
3. We are directly and primarily liable to any
person entitled to the benefits payable by this
insurance. Those persons may enforce our
duties; so may an agency authorized by law.
Enforcement may be against us or against you
and us.
4. Jurisdiction over you is jurisdiction over us for
purposes of the workers compensation law. We
are bound by decisions against you under that
law, subject to the provisions of this policy that
are not in conflict with that law.
5. This insurance conforms to the parts of the
workers compensation law that apply to:
a. benefits payable by this insurance;
b. special taxes, payments into security or
other special funds, and assessments
payable by us under that law.
6. Terms of this insurance that conflict with
the workers compensation law are changed
by this statement to conform to that law.
Nothing in these paragraphs relieves you of
your duties under this policy.
PART TWO
EMPLOYERS LIABILITY INSURANCE
A. How This Insurance Applies
This employers liability insurance applies to
bodily injury by accident or bodily injury by
disease. Bodily injury includes resulting death.
1. The bodily injury must arise out of and in
the course of the injured employee’s
employment by you.
2. The employment must be necessary or
incidental to your work in a state or
territory listed in Item 3.A. of the
Information Page.
3. Bodily injury by accident must occur during
the policy period.
4. Bodily injury by disease must be caused or
aggravated by the conditions of your
employment. The employee’s last day of
last exposure to the conditions causing or
aggravating such bodily injury by disease
must occur during the policy period.
5. If you are sued, the original suit and any
related legal actions for damages for bodily
injury by accident or by disease must be
brought in the United States of America,
its territories or possessions, or Canada.
B. We Will Pay
We will pay all sums that you legally must pay
as damages because of bodily injury to your
employees, provided the bodily injury is
covered by this Employers Liability Insurance.
The damages we will pay, where recovery is
permitted by law, include damages:
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy; Page: 2 of 6
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02/01/2026
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© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy
1. For which you are liable to a third party by
reason of a claim or suit against you by that
third party to recover the damages claimed
against such third party as a result of injury to
your employee;
2. For care and loss of services; and
3. For consequential bodily injury to a spouse,
child, parent, brother or sister of the injured
employee; provided that these damages are the
direct consequence of bodily injury that arises
out of and in the course of the injured
employee’s employment by you; and
4. Because of bodily injury to your employee that
arises out of and in the course of employment,
claimed against you in a capacity other than as
employer.
C. Exclusions
This insurance does not cover:
1. Liability assumed under a contract. This
exclusion does not apply to a warranty that
your work will be done in a workmanlike
manner;
2. Punitive or exemplary damages because of
bodily injury to an employee employed in
violation of law;
3. Bodily injury to an employee while employed in
violation of law with your actual knowledge or
the actual knowledge of any of your executive
officers;
4. Any obligation imposed by a workers
compensation, occupational disease,
unemployment compensation, or disability
benefits law, or any similar law;
5. Bodily injury intentionally caused or aggravated
by you;
6. Bodily injury occurring outside the United States
of America, its territories or possessions, and
Canada. This exclusion does not apply to bodily
injury to a citizen or resident of the United
States of America or Canada who is temporarily
outside these countries;
7. Damages arising out of coercion, criticism,
demotion, evaluation, reassignment, discipline,
defamation, harassment, humiliation,
discrimination against or termination of any
employee, or any personnel practices, policies,
acts or omissions;
8. Bodily injury to any person in work subject
to the Longshore and Harbor Workers’
Compensation Act (33 U.S.C. Sections
901 et seq.), the Nonappropriated Fund
Instrumentalities Act (5 U.S.C. Sections
8171 et seq.), the Outer Continental Shelf
Lands Act (43 U.S.C. Sections 1331 et
seq.), the Defense Base Act (42 U.S.C.
Sections 1651–1654), the Federal Mine
Safety and Health Act (30 U.S.C. Sections
801 et seq. and 901–944), any other
federal workers or workmen’s
compensation law or other federal
occupational disease law, or any
amendments to these laws;
9. Bodily injury to any person in work subject
to the Federal Employers’ Liability Act (45
U.S.C. Sections 51 et seq.), any other
federal laws obligating an employer to pay
damages to an employee due to bodily
injury arising out of or in the course of
employment, or any amendments to those
laws;
10. Bodily injury to a master or member of the
crew of any vessel, and does not cover
punitive damages related to your duty or
obligation to provide transportation,
wages, maintenance, and cure under any
applicable maritime law;
11. Fines or penalties imposed for violation of
federal or state law; and
12. Damages payable under the Migrant and
Seasonal Agricultural Worker Protection
Act (29 USC Sections 1801–1872) and
under any other federal law awarding
damages for violation of those laws or
regulations issued there under, and any
amendments to those laws.
D. We Will Defend
We have the right and duty to defend, at our
expense, any claim, proceeding or suit against
you for damages payable by this insurance. We
have the right to investigate and settle these
claims, proceedings and suits.
We have no duty to defend a claim, proceeding
or suit that is not covered by this insurance.
We have no duty to defend or continue
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy; Page: 3 of 6
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 WC 00 00 00 C (01-2015)
02/01/2026
Policy Page: 28 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy
defending after we have paid our applicable limit of
liability under this insurance.
E. We Will Also Pay
We will also pay these costs, in addition to other
amounts payable under this insurance, as part of
any claim, proceeding, or suit we defend:
1. Reasonable expenses incurred at our request,
but not loss of earnings;
2. Premiums for bonds to release attachments and
for appeal bonds in bond amounts up to the
limit of our liability under this insurance;
3. Litigation costs taxed against you;
4. Interest on a judgment as required by law until
we offer the amount due under this insurance;
and
5. Expenses we incur.
F. Other Insurance
We will not pay more than our share of damages
and costs covered by this insurance and other
insurance or self-insurance. Subject to any limits of
liability that apply, all shares will be equal until the loss is paid. If any insurance or self-insurance is
exhausted, the shares of all remaining insurance
and self-insurance will be equal until the loss is
paid.
G. Limits of Liability
Our liability to pay for damages is limited. Our limits of liability are shown in Item 3.B. of the Information
Page. They apply as explained below.
1. Bodily Injury by Accident. The limit shown for
“bodily injury by accident—each accident” is
the most we will pay for all damages covered
by this insurance because of bodily injury to one
or more employees in any one accident.
A disease is not bodily injury by accident unless
it results directly from bodily injury by accident.
2. Bodily Injury by Disease. The limit shown for
“bodily injury by disease—policy limit” is the
most we will pay for all damages covered by
this insurance and arising out of bodily injury by
disease, regardless of the number of employees
who sustain bodily injury by disease. The limit
shown for “bodily injury by disease—each
employee” is the most we will pay for all
damages because of bodily injury by
disease to any one employee.
Bodily injury by disease does not include
disease that results directly from a bodily
injury by accident.
3. We will not pay any claims for damages
after we have paid the applicable limit of
our liability under this insurance.
H. Recovery From Others
We have your rights to recover our payment
from anyone liable for an injury covered by this
insurance. You will do everything necessary to
protect those rights for us and to help us
enforce them.
I. Actions Against Us
There will be no right of action against us
under this insurance unless:
1. You have complied with all the terms of
this policy; and
2. The amount you owe has been determined
with our consent or by actual trial and final
judgment.
This insurance does not give anyone the right
to add us as a defendant in an action against
you to determine your liability. The bankruptcy
or insolvency of you or your estate will not
relieve us of our obligations under this Part.
PART THREE
OTHER STATES INSURANCE
A. How This Insurance Applies
1. This other states insurance applies only if
one or more states are shown in Item 3.C.
of the Information Page.
2. If you begin work in any one of those
states after the effective date of this policy
and are not insured or are not self-insured
for such work, all provisions of the policy
will apply as though that state were listed
in Item 3.A. of the Information Page.
3. We will reimburse you for the benefits
required by the workers compensation law
of that state if we are not permitted to pay
the benefits directly to persons entitled to
them.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy; Page: 4 of 6
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 WC 00 00 00 C (01-2015)
02/01/2026
Policy Page: 29 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy
4. If you have work on the effective date of this
policy in any state not listed in Item 3.A. of the
Information Page, coverage will not be afforded
for that state unless we are notified within
thirty days.
B. Notice
Tell us at once if you begin work in any state listed
in Item 3.C. of the Information Page.
PART FOUR
YOUR DUTIES IF INJURY OCCURS
Tell us at once if injury occurs that may be covered
by this policy. Your other duties are listed here.
1. Provide for immediate medical and other
services required by the workers compensation
law.
2. Give us or our agent the names and addresses
of the injured persons and of witnesses, and
other information we may need.
3. Promptly give us all notices, demands and legal
papers related to the injury, claim, proceeding
or suit.
4. Cooperate with us and assist us, as we may
request, in the investigation, settlement or
defense of any claim, proceeding or suit.
5. Do nothing after an injury occurs that would
interfere with our right to recover from others.
6. Do not voluntarily make payments, assume
obligations or incur expenses, except at your
own cost.
PART FIVE—PREMIUM
A. Our Manuals
All premium for this policy will be determined by
our manuals of rules, rates, rating plans and
classifications. We may change our manuals and
apply the changes to this policy if authorized by law
or a governmental agency regulating this insurance.
B. Classifications
Item 4 of the Information Page shows the rate and
premium basis for certain business or work
classifications. These classifications were assigned
based on an estimate of the exposures you would
have during the policy period. If your actual
exposures are not properly described by those
classifications, we will assign proper
classifications, rates and premium basis by
endorsement to this policy.
C. Remuneration
Premium for each work classification is
determined by multiplying a rate times a
premium basis. Remuneration is the most
common premium basis. This premium basis
includes payroll and all other remuneration paid
or payable during the policy period for the
services of:
1. all your officers and employees engaged in
work covered by this policy; and
2. all other persons engaged in work that
could make us liable under Part One
(Workers Compensation Insurance) of this
policy. If you do not have payroll records
for these persons, the contract price for
their services and materials may be used as
the premium basis. This paragraph 2 will
not apply if you give us proof that the
employers of these persons lawfully
secured their workers compensation
obligations.
D. Premium Payments
You will pay all premium when due. You will
pay the premium even if part or all of a
workers compensation law is not valid.
E. Final Premium
The premium shown on the Information Page,
schedules, and endorsements is an estimate.
The final premium will be determined after this
policy ends by using the actual, not the
estimated, premium basis and the proper
classifications and rates that lawfully apply to
the business and work covered by this policy.
If the final premium is more than the premium
you paid to us, you must pay us the balance. If
it is less, we will refund the balance to you.
The final premium will not be less than the
highest minimum premium for the
classifications covered by this policy.
If this policy is canceled, final premium will be
determined in the following way unless our
manuals provide otherwise:
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy; Page: 5 of 6
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 WC 00 00 00 C (01-2015)
02/01/2026
Policy Page: 30 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy
1. If we cancel, final premium will be calculated
pro rata based on the time this policy was in
force. Final premium will not be less than the
pro rata share of the minimum premium.
2. If you cancel, final premium will be more than
pro rata; it will be based on the time this policy
was in force, and increased by our short-rate
cancelation table and procedure. Final premium
will not be less than the minimum premium.
F. Records
You will keep records of information needed to
compute premium. You will provide us with copies
of those records when we ask for them.
G. Audit
You will let us examine and audit all your records
that relate to this policy. These records include
ledgers, journals, registers, vouchers, contracts, tax
reports, payroll and disbursement records, and
programs for storing and retrieving data. We may
conduct the audits during regular business hours
during the policy period and within three years after
the policy period ends. Information developed by
audit will be used to determine final premium.
Insurance rate service organizations have the same
rights we have under this provision.
PART SIX—CONDITIONS
A. Inspection
We have the right, but are not obliged to inspect
your workplaces at any time. Our inspections are
not safety inspections. They relate only to the
insurability of the workplaces and the premiums to
be charged. We may give you reports on the
conditions we find. We may also recommend
changes. While they may help reduce losses, we do
not undertake to perform the duty of any person to
provide for the health or safety of your employees
or the public. We do not warrant that your
workplaces are safe or healthful or that they comply
with laws, regulations, codes or standards.
Insurance rate service organizations have the same
rights we have under this provision.
B. Long Term Policy
If the policy period is longer than one year and
sixteen days, all provisions of this policy will
apply as though a new policy were issued on
each annual anniversary that this policy is in
force.
C. Transfer of Your Rights and Duties
Your rights or duties under this policy may not
be transferred without our written consent.
If you die and we receive notice within thirty
days after your death, we will cover your legal
representative as insured.
D. Cancelation
1. You may cancel this policy. You must mail
or deliver advance written notice to us
stating when the cancelation is to take
effect.
2. We may cancel this policy. We must mail
or deliver to you not less than ten days
advance written notice stating when the
cancelation is to take effect. Mailing that
notice to you at your mailing address
shown in Item 1 of the Information Page
will be sufficient to prove notice.
3. The policy period will end on the day and
hour stated in the cancelation notice.
4. Any of these provisions that conflict with a
law that controls the cancelation of the
insurance in this policy is changed by this
statement to comply with the law.
E. Sole Representative
The insured first named in Item 1 of the
Information Page will act on behalf of all
insureds to change this policy, receive return
premium, and give or receive notice of
cancelation.
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy; Page: 6 of 6
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 WC 00 00 00 C (01-2015)
02/01/2026
Policy Page: 31 of 49
© Copyright 2013 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
INCREASED LIMIT OF LIABILITY ENDORSEMENT
It is agreed that the premium for the increased Limit of Liability Under Part Two-Employers' Liability Insurance shall be determined by applying an increase percentage of 1.10% to the total premium development in all states appearing in Item 3, except as specifically stated below, at manual or adjusted rates, exclusive of the premium for Loss and Expense Constants and Additional Medical Coverage, subject to a minimum premium of $120.00.
It is further agreed that, in lieu of the increase percentage and minimum premium shown above, the total premium developed at manual or adjusted rates, exclusive of the premium for Loss and Expense Constants and Additional Medical Coverage for the following states shall be subject to the designated increase percentage and minimum premium for determining the premium for increasing the Limit of Liability.
STATE INCREASE PERCENTAGE MINIMUM PREMIUM
OR 0.40% $120.00
TOTAL MINIMUM PREMIUM TO BE CHARGED ON THIS ENDORSEMENT INCLUDED 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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 1; Page: 1 of 1 Policy Page: 32 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: G-35224-B (03-1984)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
SOLE PROPRIETORS, PARTNERS, OFFICERS AND OTHERS COVERAGE ENDORSEMENT An election was made by or on behalf of each person described in the Schedule to be subject to the workers compensation law of the state named in the Schedule. The premium basis for the policy includes the remuneration of such persons.
Persons State
Schedule
Sole Proprietor:
Partners:
Officers:
Others:
Jim Beall OR
Michelle Giguere OR
Mark Dedrick DC
Hal Hiemstra DC
Jim Kolb DC
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 2; Page: 1 of 1 Policy Page: 33 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 03 10 (04-1984)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
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.
This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule.
Schedule
Any Person or Organization on whose behalf you are required to obtain this waiver of our right to recover from under a written contract or agreement.
The premium charge for the endorsement is reflected in the Schedule of Operations.
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 3; Page: 1 of 1 Policy Page: 34 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 03 13 (04-1984)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 Copyright 1983 National Council on Compensation Insurance.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
90-DAY REPORTING REQUIREMENT - NOTIFICATION OF CHANGE IN OWNERSHIP ENDORSEMENT You must report any change in ownership to us in writing within 90 days of the date of the change. Change in ownership includes sales, purchases, other transfers, mergers, consolidations, dissolutions, formations of a new entity, and other changes provided for in the applicable experience rating plan. Experience rating is mandatory for all eligible insureds. The experience rating modification factor, if any, applicable to this policy, may change if there is a change in your ownership or in that of one or more of the entities eligible to be combined with you for experience rating purposes.
Failure to report any change in ownership, regardless of whether the change is reported within 90 days of such change, may result in revision of the experience rating modification factor used to determine your premium.
This reporting requirement applies regardless of whether an experience rating modification is currently applicable to this policy.
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 Policy No. Endorsement No.
Insured Premium
Insurance Company Countersigned by _________________________________________ WC 7 13528737
Endorsement No: 4; Page: 1 of 1 Policy Page: 35 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 04 14 A (01-2019)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2018 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
PART FIVE – PREMIUM AMENDATORY ENDORSEMENT
This endorsement amends Part Five—Premium of the policy as follows:
Part Five—Premium, Section A. (Our Manuals) is replaced by the following provision:
A. Our Manuals
All premium for this policy will be determined by our manuals of rules, rates and loss costs (as applicable), rating plans, forms, endorsements, and classifications, and such manuals are expressly incorporated by reference into, and apply to, this policy and any renewals (our manuals). As used in this policy and any renewals, our manuals means manuals that have been:
1. Developed in any format and filed by the state-designated workers compensation rating or advisory organization on our behalf with the appropriate state insurance regulatory authority; or
2. Developed in any format and filed by the respective state rating bureau on our behalf with the appropriate state insurance regulatory authority; or
3. Developed in any format and filed by us with the appropriate state insurance regulatory authority; and
4. For each or any of the three scenarios above, the manuals also must be approved for use by the appropriate state insurance regulatory authority, or as otherwise authorized by law as applicable.
We may change our manuals and apply the changes to this policy and any renewals if such manual changes are approved for use by the appropriate state insurance regulatory authority, or as otherwise authorized by law as applicable.
Part Five—Premium, Section D. (Premium Payments) is replaced by the following provision:
D. Premium Payments
You will pay all premium when due. You will pay the premium even if part or all of a workers compensation law is not valid. The due date for audit and retrospective premiums is the due date specified in the billing for the policy.
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 5; Page: 1 of 1 Policy Page: 36 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 04 19 A (08-2022)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2021 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
CATASTROPHE (OTHER THAN CERTIFIED ACTS OF TERRORISM) PREMIUM ENDORSEMENT a.
b.
c.
This endorsement is notification that your insurance carrier is charging premium to cover the losses that may occur in the event of a Catastrophe (Other Than Certified Acts of Terrorism) as that term is defined below.
Your policy provides coverage for workers compensation losses caused by a Catastrophe (Other Than Certified Acts of Terrorism). This premium charge does not provide funding for Certified Acts of Terrorism contemplated under the Terrorism Risk Insurance Program Reauthorization Act Disclosure Endorsement (WC 00 04 22 C), attached to this policy.
For purposes of this endorsement, the following definitions apply:
Catastrophe (Other Than Certified Acts of Terrorism): Any single event, resulting from an Earthquake, Noncertified Act of Terrorism, or Catastrophic Industrial Accident, which results in aggregate workers compensation losses in excess of $50 million.
Earthquake: The shaking and vibration at the surface of the earth resulting from underground movement along a fault plane or from volcanic activity.
Noncertified Act of Terrorism: An event that is not certified as an Act of Terrorism by the Secretary of the Treasury pursuant to the Terrorism Risk Insurance Act of 2002 (as amended) but that meets all of the following criteria:
It is an act that is violent or dangerous to human life, property, or infrastructure; The act results in damage within the United States, or outside of the United States in the case of the premises of United States missions or air carriers or vessels as those terms are defined in the Terrorism Risk Insurance Act of 2002 (as amended); and
It is an act that has been committed by an individual or individuals as part of an effort to coerce the civilian population of the United States or to influence the policy or affect the conduct of the United States Government by coercion.
Catastrophic Industrial Accident: A chemical release, large explosion, or small blast that is localized in nature and affects workers in a small perimeter the size of a building.
The premium charge for the coverage your policy provides for workers compensation losses caused by a Catastrophe (Other Than Certified Acts of Terrorism) is shown in Item 4 of the Information Page or in the Schedule below.
Schedule
State Rate Premium
Refer to the Schedule of Operations
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 Policy No. Endorsement No.
Insured Premium
Insurance Company Countersigned by _________________________________________ WC 7 13528737
Endorsement No: 6; Page: 1 of 1 Policy Page: 37 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 04 21 E (01-2021)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
CATASTROPHE (OTHER THAN CERTIFIED ACTS OF TERRORISM) PREMIUM ENDORSEMENT This endorsement is notification that we are charging premium to cover the losses that may occur in the event of a Catastrophe (Other Than Certified Acts of Terrorism) as that term is defined below. Your policy provides coverage for workers compensation losses caused by a Catastrophe (Other Than Certified Acts of Terrorism).
Coverage for such losses is subject to all terms, definitions, exclusions, and conditions in your policy, and any applicable federal and/or state laws, rules, or regulations. This premium charge does not provide funding for Certified Acts of Terrorism contemplated under the Terrorism Risk Insurance Program Reauthorization Act Disclosure Endorsement attached to this policy.
For purposes of this endorsement, Catastrophe (Other Than Certified Acts of Terrorism) is defined as: A single event or peril resulting in a group of claims with aggregate workers compensation losses in excess of $50 million. This $50 million threshold applies per occurrence, across all states for which claims arise from a single event or peril.
The premium charge for the coverage your policy provides for workers compensation losses caused by a Catastrophe (Other Than Certified Acts of Terrorism) is shown in Item 4 of the Information Page or in the Schedule below.
Schedule
State Rate Premium
Refer to the Schedule of Operations
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 Policy No. Endorsement No.
Insured Premium
Insurance Company Countersigned by _________________________________________ WC 7 13528737
Endorsement No: 7; Page: 1 of 1 Policy Page: 38 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 04 21 F (Ed. 08-2022 Countrywide, Ed. 07-2022 in Texas) Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2021 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
TERRORISM RISK INSURANCE PROGRAM REAUTHORIZATION ACT DISCLOSURE ENDORSEMENT a.
b.
c.
d.
This endorsement addresses the requirements of the Terrorism Risk Insurance Act of 2002 as amended and extended by the Terrorism Risk Insurance Program Reauthorization Act of 2019. It serves to notify you of certain limitations under the Act, and that your insurance carrier is charging premium for losses that may occur in the event of an Act of Terrorism.
Your policy provides coverage for workers compensation losses caused by Acts of Terrorism, including workers compensation benefit obligations dictated by state law. Coverage for such losses is still subject to all terms, definitions, exclusions, and conditions in your policy, and any applicable federal and/or state laws, rules, or regulations.
Definitions
The definitions provided in this endorsement are based on and have the same meaning as the definitions in the Act. If words or phrases not defined in this endorsement are defined in the Act, the definitions in the Act will apply.
“Act” means the Terrorism Risk Insurance Act of 2002, which took effect on November 26, 2002, and any amendments thereto, including any amendments resulting from the Terrorism Risk Insurance Program Reauthorization Act of 2019.
“Act of Terrorism” means any act that is certified by the Secretary of the Treasury, in consultation with the Secretary of Homeland Security, and the Attorney General of the United States, as meeting all of the following requirements:
The act is an act of terrorism.
The act is violent or dangerous to human life, property, or infrastructure.
The act resulted in damage within the United States, or outside of the United States in the case of the premises of United States missions or certain air carriers or vessels.
The act has been committed by an individual or individuals as part of an effort to coerce the civilian population of the United States or to influence the policy or affect the conduct of the United States Government by coercion.
“Insured Loss” means any loss resulting from an act of terrorism (and, except for Pennsylvania, including an act of war, in the case of workers compensation) that is covered by primary or excess property and casualty insurance issued by an insurer if the loss occurs in the United States or at the premises of United States missions or to certain air carriers or vessels.
“Insurer Deductible” means, for the period beginning on January 1, 2021, and ending on December 31, 2027, an amount equal to 20% of our direct earned premiums during the immediately preceding calendar year.
Limitation of Liability
The Act limits our liability to you under this policy. If aggregate Insured Losses exceed $100,000,000,000 in a calendar year and if we have met our Insurer Deductible, we are not liable for the payment of any portion of the amount of Insured Losses that exceeds $100,000,000,000; and for aggregate Insured Losses up to $100,000,000,000, we will pay only a pro rata share of such Insured Losses as determined by the Secretary of the Treasury.
WC 7 13528737
Endorsement No: 8; Page: 1 of 2 Policy Page: 39 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 04 22 C (01-2021)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
1. 2.
3. Policyholder Disclosure Notice
Insured Losses would be partially reimbursed by the United States Government. If the aggregate industry Insured Losses occurring in any calendar year exceed $200,000,000, the United States Government would pay 80% of our Insured Losses that exceed our Insurer Deductible.
Notwithstanding item 1 above, the United States Government will not make any payment under the Act for any portion of Insured Losses that exceed $100,000,000,000.
The premium charge for the coverage your policy provides for Insured Losses is included in the amount shown in Item 4 of the Information Page or in the Schedule below.
Schedule
State Rate Premium
Refer to the Schedule of Operations
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 Policy No. Endorsement No.
Insured Premium
Insurance Company Countersigned by _________________________________________ WC 7 13528737
Endorsement No: 8; Page: 2 of 2 Policy Page: 40 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 04 22 C (01-2021)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2020 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
AUDIT NONCOMPLIANCE CHARGE ENDORSEMENT
Part Five-Premium, Section G. (Audit) of the Workers Compensation and Employers Liability Insurance Policy is revised by adding the following:
If you do not allow us to examine and audit all of your records that relate to this policy, and/or do not provide audit information as requested, we may apply an Audit Noncompliance Charge. The method for determining the Audit Noncompliance Charge by state, where applicable, is shown in the Schedule below.
If you allow us to examine and audit all of your records after we have applied an Audit Noncompliance Charge, we will revise your premium in accordance with our manuals and Part 5—Premium, E. (Final Premium) of this policy.
Failure to cooperate with this policy provision may result in the cancellation of your insurance coverage, as specified under the policy.
Note:
For coverage under state-approved workers compensation assigned risk plans, failure to cooperate with this policy provision may affect your eligibility for coverage.
SCHEDULE
State(s) Basis of Audit Noncompliance
Charge
Maximum Audit Noncompliance
Charge Multiplier
DC Estimated Annual Premium 2
OR Estimated Annual Premium 2
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 9; Page: 1 of 1 Policy Page: 41 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 00 04 24 (01-2017)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2015 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
DISTRICT OF COLUMBIA CANCELATION ENDORSEMENT
This endorsement applies only to the insurance provided by the policy because District of Columbia is shown in Item 3.A. of the Information Page.
The Cancelation Condition of the policy is replaced by this Condition:
D. Cancelation
1. You may cancel this policy. You must mail or deliver advance notice to us stating when the cancelation is to take effect.
2. We may cancel this policy. We will mail or deliver to you and the Mayor not less than 30 days advance written notice stating when the cancelation is to take effect. Mailing this notice to you at your mailing address last known to us will be sufficient to prove notice.
3. The policy period will end on the day and hour stated in the cancelation notice.
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 10; Page: 1 of 1 Policy Page: 42 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 08 06 01 (04-1984)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 1984 National Council on Compensation Insurance.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
OREGON LIMITS OF LIABILITY ENDORSEMENT
This endorsement applies only to the insurance provided by the policy because Oregon is shown in Item 3.A. of the Information Page.
The limits of our liability under Part Two of the policy are:
Bodily Injury by Accident $500,000 or the amount shown in Item 3.B. of the Information Page, whichever is greater, each accident
Bodily Injury by Disease $500,000 or the amount shown in Item 3.B. of the Information Page, whichever is greater, policy limit
Bodily Injury by Disease $500,000 or the amount shown in Item 3.B. of the Information Page, whichever is greater, each employee
This change applies to the insurance this policy provides for Oregon operations only.
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 11; Page: 1 of 1 Policy Page: 43 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 36 03 06 (01-2002)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 Copyright 2001 National Council on Compensation Insurance, Inc.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
OREGON MERIT RATING ENDORSEMENT
This endorsement applies to the insurance provided by this policy because Oregon is shown in Item 3.A. of the Information Page.
The premium for this insurance is subject to the merit rating shown in the Schedule because your premium is less than the amount necessary to be eligible for experience rating. A merit rating adjustment will not be applied if your final premium is calculated to be the Oregon minimum premium for the insured classifications.
Schedule
Merit Rating Modification
See Item 4 of the Information Page
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 12; Page: 1 of 1 Policy Page: 44 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 36 04 01 (01-1988)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 1987 National Council on Compensation Insurance.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
OREGON CANCELLATION ENDORSEMENT
This endorsement applies only to the insurance provided by the policy because Oregon is shown in Item 3.A. of the Information Page.
The Cancellation Condition of the policy is replaced by this Condition:
D. Cancellation
1. You may cancel this policy. You must mail or deliver advance written notice to us, stating when the cancellation is to take effect. If you provide for other insurance or self-insurance, your cancellation of coverage will take effect upon the effective date of that insurance.
2. We may cancel this policy. We will mail to you advance written notice stating when the cancellation is to take effect.
a. If we cancel based on our decision not to offer insurance to all employers within your premium category, we will mail the notice of cancellation at least 90 days before the cancellation is to take effect.
b. If we cancel for other reasons, we will mail the notice of cancellation at least 45 days before the cancellation is to take effect.
c. If we cancel for nonpayment, we will mail notice of cancellation at least 10 days before the cancellation is to take effect.
3. Mailing notice to you at your last known mailing address will be sufficient to prove notice.
4. The policy period will end at 12:00 midnight on the day stated in the cancellation notice.
5. When coverage is placed with another carrier as of the policy expiration date, a rejected renewal policy shall be withdrawn without charge, provided notice of nonrenewal is mailed and postmarked on or before the expiration date and is received from the insured by the insurer no later than 10 calendar days after said expiration date.
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 13; Page: 1 of 1 Policy Page: 45 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 36 06 01 E (01-2008)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 2007 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
OREGON CONFIDENTIALITY ENDORSEMENT
We may furnish you with certain documentation that includes confidential information. As used in this endorsement, "confidential information" means any and all medical and vocational claim records and information about an injured worker. We make this information available to you for the sole purpose of assisting us to manage, defend, or adjust claims.
1. You agree to hold all information provided by us in trust and confidence.
2. You and your employees must not disclose confidential information about an injured worker to anyone except us unless required to do so by law or with written consent of the injured worker. You will take steps necessary to protect the confidentiality of information about injured workers, including obtaining specific contractual promises from your employees and agents not to disclose any confidential information except as provided in this endorsement. You must not use confidential information for purposes other than those necessary to directly further the purposes of this endorsement.
3. You must not use confidential information in such a manner that is likely to allow other persons to know the name or identity of an injured worker, or allow other persons to know any other particulars of a worker's injury claim, except for those matters over which you as an employer have the ability and the right to direct and control. In no case can you use confidential information either singly or in concert to discriminate unlawfully against any injured worker.
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 14; Page: 1 of 1 Policy Page: 46 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 36 06 02 (01-2011)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 Copyright 2010 National Council on Compensation Insurance, Inc. All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Endorsement
OREGON AMENDATORY ENDORSEMENT
5. 13.
Part Two—Employers Liability Insurance, Section C. (Exclusions), Item 5. of the policy is replaced by the following:
Any bodily injury intentionally caused or aggravated by you, or that is the result of your engaging in conduct equivalent to an intentional tort, however defined, including as described by ORS 656.156, or other tortious conduct, or conduct or activity as described by ORS 656.018(3), such that you lose your immunity from civil liability under the workers compensation laws of Oregon; Part Two—Employers Liability Insurance, Section C. (Exclusions) of the policy is revised by adding the following:
Any cause of action or remedy arising out of or under ORS 656.019 or ORS 654.305 through ORS 654.336.
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 Policy Effective Date of said policy at the hour stated in said policy, unless another effective date (the Endorsement Effective Date) is shown below, and expires concurrently with said policy unless another expiration date is shown below.
WC 7 13528737
Endorsement No: 15; Page: 1 of 1 Policy Page: 47 of 49
Underwriting Company: The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 Form No: WC 36 06 04 (01-2017)
Endorsement Effective Date:
Policy No:
Endorsement Expiration Date: Policy Effective Date: 02/01/2026 © Copyright 1991 National Council on Compensation Insurance.
Workers Compensation And Employers Liability Insurance
Policy Schedule
POSTING NOTICE SCHEDULE
THE FOLLOWING POSTING NOTICES WILL BE ATTACHED TO THE POLICY State CNA Form State Form Form Description Qty
DC G301249-C 1 DCWC NOTICE OF COMPLIANCE 1
DC CNA96984-B 1 DCWC NOTICE OF COMPLIANCE (SPANISH) 1
OR G301191B INSTRUCTION TO REQUEST OR POSTING
NOTICE
1 THE FOLLOWING POSTING NOTICES WILL BE MAILED UNDER SEPARATE COVER State CNA Form State Form Form Description Qty
None
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy Schedule; Page: 1 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 CNA82027XX (03-2015)
02/01/2026
Policy Page: 48 of 49
© Copyright CNA All Rights Reserved.
Workers Compensation And Employers Liability Insurance
Policy Schedule
THE FOLLOWING POSTING NOTICE DATA IS INTENDED FOR CNA INTERNAL PROCESSING PURPOSES ONLY Tag Field Name Field Value
001 EMPLOYER NAME Summit Strategies Government A
002 EMPLOYER CITY WASHINGTON
003 EMPLOYER STATE DC
004 EMPLOYER ZIP 20001
005 EMPLOYER FEIN 81-0898773
006 INSURANCE CARRIER NAME THE CONTINENTAL INSURANCE CO 007 INSURANCE CARRIER BUREAU CODE 0164
008 INSURANCE CARRIER (OR TPA) NAME THE CONTINENTAL INSURANCE CO 009 POLICY NUMBER WC 7 13528737
010 POLICY EFFECTIVE DATE 02/01/2026
011 POLICY EXPIRATION DATE 02/01/2027
012 AGENT NAME HOWARD & HOFFMAN INSURANCE AGE
013 AGENT STREET ADDRESS 3201 NEW MEXICO AVE NW STE 300 014 AGENT CITY WASHINGTON
015 AGENT STATE DC
016 AGENT ZIP 20016
017 AGENT PHONE 202-966-0700
018 ADJUSTING COMPANY NAME THE CONTINENTAL INSURANCE CO 019 EMPLOYER STREET ADDRESS 440 1ST ST NW STE 440
020 EMPLOYER PHONE 220-595-9039
021 CLAIM PHONE 877-CNA-ASAP (262-2727)
022 CLAIM EMAIL [email protected]
Form No: Policy No:
Policy Effective Date:
Underwriting Company:
WC 7 13528737
Policy Schedule; Page: 2 of 2
The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606 CNA82027XX (03-2015)
02/01/2026
Policy Page: 49 of 49
© Copyright CNA All Rights Reserved.
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Hearings TO: Honorable Mayor and City Council
FROM: Phillips Burns, Development Services Director
DATE: October 16, 2026
SUBJECT: Continued Public Appeal Hearing of Planning Commission’s Approval of Vesting Tentative Tract Map No. 7451 (Phased)
and its Mitigated Negative Declaration.
McIntosh & Associates, representing Diamond Farming Company, is proposing to subdivide 40.77 acres into 313 single-family residential lots, 1 multi-use trail lot, and 1 park lot in the R-2 (Small Lot Single-Unit Dwelling) zone located generally southeast of Olive Drive and Santa Fe Way. (Ward 4)
Consideration of a resolution adopting the Mitigated Negative Declaration pursuant to the California Environmental Quality Act and approving Vesting Tentative Tract Map No. 7451 (Phased).
Sierra Club submitted an appeal to the Planning Commission’s approval of the request.
Sierra Club and McIntosh & Associates are requesting an additional continuance.
RECOMMENDATION:
City staff recommends continuing the appeal hearing to the regularly scheduled meeting on November 18, 2026, City Council meeting.
BACKGROUND:
Project Description. Vesting Tentative Tract Map (VTTM) No. 7451 consists of 313 single-family residential lots, 1 multi-use trail lot, and 1 park lot on 40.77 acres. Residential lots range in size from 3,440 square feet to 3,600 square feet, with the typical lot size 40 feet wide x 86 feet deep (3,440 square feet). The density is 8.65 units per net acre, which is consistent with the LR designation of the project of less than or equal to 7.26 dwelling units per net acre.
Access to this subdivision would be from Firridge Way (local) on the east boundary and Poplar Spring Avenue (local) on the subdivision's south boundary. As such, the applicant has requested 8 deviations from City standards to allow a storm drain that collects runoff from Olive Drive through Lot 116, a 300- foot radius on a local street where 500 feet is required, reduction of lot frontage, reduction of lot width, reduction of lot depth, double frontage lots, allow clear sight view, and allow traffic calming measures installed on block lengths for local streets. Staff has reviewed deviation requests and recommends approval.
City Council Continuance. The project was scheduled to be heard at the regularly scheduled City Council meeting on August 26, September 16, and October 21, 2026. The item was opened on August 26th and continued to the September 16, 2026 and October 21, 2026 City Council meetings. The applicant/developer requested that the hearing be continued because they stated they may be settling the matter with the appellant, the Sierra Club, which would result in the withdrawal of the appeal. The appellant, Sierra Club agreed to continue to the November 18, 2026 hearing.
Planning Commission Decision. On June 4, 2026, the Planning Commission considered VTTM No. 7451 (Phased). Three comment letters were received related to the proposed Mitigated Negative Declaration (MND). At the meeting, there were five speakers in favor and no speakers in opposition to the map. The Planning Commission unanimously approved the request with Vice Chair Martin and Commissioner Kaur absent. The Planning Commission’s findings are contained in Resolution No. 55-26 (attached).
Appeal to Planning Commission’s Decision. On June 9, 2026, the Sierra Club filed an appeal to the Planning Commission’s decision to approve VTTM No. 7451 (Phased). A copy of the appeal letter is attached. The appeal letter dated June 9, 2026 references the Sierra Club letter dated March 9, 2026 submitted to the Planning Commission that states the City does not adequately address concerns regarding cumulative climate change and air pollution impacts, habitat loss, and affordable housing requirements.
The applicant’s consultants submitted responses to the Sierra Club letter of March 9, 2026 (attached) and responded to the Sierra Club’s comments. Based on the information provided, no additional environmental review is required.
Environmental Review. Based upon an initial study, Staff determined the proposed project, with mitigation, would not have a significant effect on the environment. Therefore, a Mitigated Negative Declaration (“MND”) was prepared for this project in accordance with the California Environmental Quality Act (“CEQA”). The MND was circulated for public and agency review from February 5, 2026, to March 9, 2026. The following special studies were submitted: biological resources, cultural resources and air quality analysis.
Public Notification. All required public notices have been given for both the Planning Commission public hearing held on June 4, 2026, and the City Council public hearing of August 26, 2026.
CITY COUNCIL OPTIONS:
The City Council may sustain, modify, reject, or overrule any ruling of the Planning Commission for this subdivision of land. The following options have been provided for Council’s consideration regarding the appeal:
1. Continue the Public Hearing. Continue the project to the regularly scheduled City Council meeting of November 18, 2026.
2. Deny the Appeal and Approve VTTM No. 7451 (Phased). If the City Council were to deny the appeal and uphold the Planning Commission's approval, the Vesting Tentative Tract Map would be conditionally approved and would facilitate construction of 313 single-family residential lots, 1 multi-use trail lot, and 1 park lot on 40.77 acres and adopt the Mitigated Negative Declaration (Resolution attached).
3. Approve the Appeal and Deny VTTM No. 7451 (Phased). If the City Council were to approve the appeal and overturn the Planning Commission's approval, the project site could not be developed as proposed and would retain its current condition. The Mitigated Negative Declaration would not be adopted.
CONCLUSION:
Staff believes the proposed subdivision of land is consistent with applicable general and specific plans; the site is physically suitable for the type of development; the design of the subdivision is not likely to cause substantial environmental damage or substantially and avoidably injure fish or wildlife or their habitat; the design of the subdivision will not likely cause serious public health problems; and the design of the subdivision will not conflict with easements, acquired by the public at large, for access through or use of property within the proposed subdivision.
Overall Recommendation. Staff finds that the applicable provisions of CEQA have been complied with, and the proposal is compatible with the surrounding area, land use designation, and zoning ordinance.
Therefore, staff recommends City Council to consider the whole of the record, to include the appellant’s concerns, and deny the appeal and uphold the Planning Commission's decision to approve Vesting Tentative Tract Map No. 7451 (Phased).
FISCAL IMPACT:
No fiscal impact with the proposed subdivision of land. Development which will occur as a result of Vesting Tentative Tract Map No. 7451 (Phased) will be subject to the appropriate application processing fees that have been determined to be sufficient to cover all operational expenses related to processing projects.
COUNCIL GOAL:
Community Character & Quality of Life
Reliable Infrastructure
ATTACHMENTS:
None
ADMINISTRATIVE REPORT
MEETING DATE: October 21, 2026 AGENDA CATEGORY: Reports TO: Honorable Mayor and City Council
FROM: Christian Clegg, City Manager
DATE: October 15, 2026
SUBJECT: Report on Key Policy Considerations Related to Funding Jail Bed Space RECOMMENDATION:
Staff recommends that the City Council discuss and provide direction.
BACKGROUND:
Public Safety and specifically the lack of accountability is the preeminent issue in Bakersfield and Kern County. While the City has made notable progress in the past five years in significantly lowering violent crime and also lowering overall property crime, quality of life crime remains a concern. The City has invested heavily in law enforcement through the Public Safety & Vital Services tax. We have hired 100 additional sworn officers. We have restored and grown special units such as the Traffic Motors, Special Enforcement Unit, Community Engagement, Quality Assurance, Impact Team and Community Vitality. We have invested in modern tools and equipment for our officers, a new public radio communications system, enhancements to our 911 communications center and the capacity for quality data analysis. The City has also invested in Park Rangers and Code Enforcement Rapid Response Teams. The City has even opened homelessservices and affordable housing programs for the first time in its history to support the transition from homelessness to self-sufficiency. The City invests nearly $20 million every year to address the impacts of homelessness and support a transition from individuals away from homelessness. The City has funded more than 900 affordable housing units. We have also placed nearly 700 individuals into permanent housing through our Brundage Lane Navigation Center.
Yet residents and businesses continue to experience frustration from chronic low-level offenders impacting quality of life. Our community continues to suffer from daily examples of vandalism, theft, lewd behavior, littering, and obstructing public rights of way. This is not a supportive services issue. Services are available. The City has significantly increased our ability to enforce the law. The Impact Team, which address quality-of-life crimes, averages approximately 400 arrests every month. Of those arrested and booked into the county jail, more than 80% are released within 12 hours. They are not receiving treatment. They are not facing consequences for quality-of-life crimes. This is not an enforcement issue.
This is an accountability issue in our criminal justice system.
Because the criminal justice system is principally within the jurisdiction of the County of Kern, the City of Bakersfield initiated discussions on this topic with the County in 2022. City officials have met with County officials numerous times over the past four years to explore how to create more accountability. Those discussions have included the Superior Courts, District Attorney, Public Defender, Sheriff, Probation, County Administration, Behavioral Health & Recovery Services and Board of Supervisors. The discussions have included staffing, budgets, capital costs, changes in state law, etc. Analysis has been on booking, the sentencing, diverting, jailing and re-entry processes. Additional consideration has been given to prevention, intervention and other supportive services that don’t rely on the criminal justice system.
While the City of Bakersfield is supportive of services and housing, the analysis points to the need for greater accountability. And while the City acknowledges the challenges in creating more jail bed space, the analysis points to the lack of available jail beds as the major gap in creating accountability in our criminal justice system. It is worth noting that the City also explored a partnership with the County in 2018-19 to fund additional jail beds. Given those prior efforts and these more recent efforts that failed to facilitate a solution with the County, Councilmember Smith requested that staff form a City Jail Bed Task force.
The Jail Bed Task Force was formed in September 2025 with Councilmembers Bashirtash and Smith representing the City Council. Community stakeholders were invited to participate, including individuals with knowledge in the subject matter as well as leaders that represent community and businesses interests impacted by the quality-of-life issues.
The Task force held public forms in October and December of 2025 and January and March of 2026. The task force identified known challenges for our county jail, existing and former efforts to make improvements and identified potential solutions. Task Force members met with subject matter experts to better understand and seek solutions related to booking, medical clearances, detention, and sentencing.
The task force evaluated different types of diversion, detention and jailing facilities. Members and city staff researched jailing in multiple cities and counties in California to understand challenges, opportunities, and best practices. The task force also explored wrap-around and re-entry services that should be provided. City staff collected and analyzed arrest, booking, release, sentencing and detention data. City staff also assessed risk, insurance and liability considerations.
During the October 21 Regular City Council meeting, City staff will provide a presentation outlining the following policy considerations for City Council discussion and direction for future action:
Jurisdictional Authority
Scope of Population
Facility Type
Cost and Funding
Liability and Risk Exposure
Oversight and Evaluation
FISCAL IMPACT:
There is no immediate fiscal impact associated with receiving and filing this report.
COUNCIL GOAL:
Safety and Resilience
Innovative and Efficient City Government
ATTACHMENTS:
None