Lancaster City Council
January 13, 2026

Rev 1/2019
AMENDMENT NO. 2 TO AGREEMENT FOR

PROFESSIONAL CONSULTING SERVICES
This Amendment (“Amendment No. 1”) is hereby entered into effective January 13, 2026, by and between the City of Lancaster, a Municipal Corporation, in the State of California (“OWNER”), and HARRIS & ASSOCIATES, INC. (the “CONSULTANT”) with respect to the Agreement between the parties dated May 1, 2025 (“Agreement”).

The Parties agree as follows:

1. Section 7 – Obligations of the Owner is deleted in its entirety and replaced with the attached Exhibit A.

2. The Scope of Services listed in Exhibit C of the Original Agreement have been updated to include additional services as listed in Exhibit B of Amendment No. 1.

3. All other terms and provisions of the Agreement and subsequent amendments are hereby reaffirmed.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed and attested by their respective officers thereunto duly authorized.

CITY OF LANCASTER HARRIS & ASSOCIATES, INC.
______________________ _______________________________
Trolis Niebla, City Manager Alison Bouley, P.E.

ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney
CONTRACT SUBMISSION APPROVAL:

Department Head
Rev 1/2019

EXHIBIT A

PAYMENT CLAUSE

7. Obligations of the OWNER.

A. The total compensation to be paid by OWNER to CONSULTANT for all work and services described in the Scope of Services of the Original Agreement (Exhibit C) and the additional services required for the Sewer Service Charge - Parcel Audit and Methodology Review (Exhibit B) is not to exceed $136,000 for the term of the contract. CONSULTANT’S fees and charges for the work and services performed shall in no event exceed those set forth in the attached Exhibits.

B. No payment made hereunder by OWNER to CONSULTANT, other than the final payment, shall be construed as an acceptance by OWNER of any work or materials, nor as evidence of satisfactory performance by CONSULTANT of its obligations under this AGREEMENT.

Rev 1/2019

EXHIBIT B

Sewer Service Charge - Parcel Audit and Methodology Review

101 Progress, Suite 250, Irvine, CA 92618  p: 949.655.3900  www.WeAreHarris.com

December 22, 2025
Nicole Jones
Senior Analyst, Community Development
City of Lancaster
44933 Fern Avenue
Lancaster, CA 93534
Sewer Service Charge - Parcel Audit and Methodology Review Dear Nicole:

Harris & Associates (“Harris”) appreciates the opportunity to continue our work with the City of Lancaster (the “City”) in support of the Sewer Service Charge program. As the City’s consultant for annual administration and re- engineering services, we have a strong understanding of the existing charge structure, supporting data, and operational considerations. This proposal builds on that work and outlines our scope of services and estimated fees for evaluating the existing Sewer Service Charge and supporting potential refinements.

The Harris team regularly works with staff across multiple City departments and has an established familiarity with the City’s processes, data, and policy objectives. We also bring extensive experience with fee and special tax district law and Proposition 218 requirements. As the City’s partner, our team offers the following advantages:

Project Commitment. We understand the importance of timely execution and clear, consistent communication.

Our ongoing role administering and re-engineering the City’s sewer charges allows us to efficiently integrate this effort with existing workflows while keeping City staff informed of progress, issues, and key decision points.

Qualified Staff. Our team includes professionals with diverse technical backgrounds and decades of experience in municipal and district finance. This depth of experience enables us to work effectively with City staff, elected officials, and stakeholders, while minimizing demands on staff time and ensuring continuity across related efforts.

Proven Success. Harris has successfully completed numerous Proposition 218–related analyses and district evaluations throughout California. Our experience administering and updating assessment and fee programs has reinforced our reputation for thorough analysis, clear documentation, and adherence to statutory and schedule requirements.

PROJECT UNDERSTANDING
The primary objective of this engagement is to modernize the apportionment methodology for the City’s Sewer Service charges, ensuring defensibility under Proposition 218. Key considerations include (1) defining a sewage unit, and (2) developing a method of apportionment based on wastewater flow generated by land use. The flow can then be expressed as a sewage unit and applied to each parcel.

Under this approach:

 A Sewage Unit (SU) equals the flow generated by a typical single-family residence (260 gpd per LACSD).  Land uses are assigned flow factors based on LACSD classifications.

Harris & Associates, Inc  Sewer Service Charge - Parcel Audit and Methodology Review 2 of 3  Costs are apportioned proportionally to estimated flow.

This method aligns cost of service with system demand and can be tailored to City-specific conditions.

SCOPE OF SERVICES
Task 1 – Parcel Audit and Methodology Review
The Consultant shall conduct an audit and methodology review of parcels subject to wastewater charges, using the City-provided sewer connection dataset as the authoritative basis for inclusion. The audit and review shall include:
 Cross-referencing the City’s sewer connection records with the existing parcel database to verify that all parcels with a sewer connection are included and that no parcels without a connection are present.  Identifying and recommending adjustments to sewer units, where appropriate, based on observed land use characteristics and available data.
 Reviewing the District’s current approach for consistency with Proposition 218 and considering recent legislation and relevant case law affecting proportionality, special versus general benefit, and defensibility.

Task 2 – Sewage Unit Definition and Apportionment Evaluation

Based on the parcel audit and available data, Harris will evaluate up to two alternative approaches for defining a sewage unit as a standardized measure of wastewater flow, consistent with methodologies used by large regional sanitation agencies, including the Los Angeles County Sanitation District. The evaluation will consider flow-based metrics that reflect relative wastewater generation by land use, including average and peak flow characteristics, as supported by available data.

Harris will assess allocation metrics that may include residential unit counts, building square footage, occupancy indicators, and available water usage data, as appropriate by land use. Harris will prepare a technical memorandum summarizing the evaluated sewage unit definitions and apportionment metrics by land use, including key assumptions, data limitations, and compliance considerations.

Task 3 – Meetings with City Staff
Harris will participate in two virtual meetings with City staff to support the parcel audit and review findings. Harris will attend two City Council meetings to present recommendations to City Council and/or assist City staff in addressing comments and questions.

Task 4 – Report of Findings
Harris will prepare a Report of Findings summarizing the parcel audit results, apportionment evaluation, and recommended refinements to improve accuracy and defensibility under Proposition 218. The report is intended to inform City and District decision-making and does not constitute adoption or implementation of revised charges.

Responsibilities of the City
a. Provide sewer connection dataset.
b. Designate a project manager to manage and coordinate the project. c. Provide legal review of all documents
d. Make available records, documentation, and any other available information necessary for the project.

Harris & Associates, Inc  Sewer Service Charge - Parcel Audit and Methodology Review 3 of 3

PROPOSED FEES
Harris will complete the Scope of Services for the lump sum amount of $12,500.

The fees herein assume that the scope of work will be completed within 6 months of the execution of the agreement. If the time frame extends beyond 6 months, additional fees may apply. Any additional fees will be discussed with the City ahead of implementation.

HOURLY RATES
Any additional services outside of the agreed upon Scope of Services will be billed on a time and materials basis.

Our 2026 hourly rates are reflected below.

Hourly rates are subject to increase by 4% each year, beginning on January 1, 2027, if this contract continues into subsequent years.

Harris has the experience, ability, and professional excellence to make your project successful. We look forward to working with the City. If you have any questions regarding our proposal, please feel free to contact us, our phone number and emails are included below.

Sincerely,
Harris & Associates, Inc.

Donna Segura
Director, Municipal + District Finance
101 Progress, Suite 250
Irvine, CA 92618
949.536.2512
[email protected]
Harris Position 2026 Billing RatesVice President/Assessment Engineer $330Senior Consultant $320Director $300Project Manager $205Deputy Project Manager $195Senior Analyst / GIS Analyst $175Analyst $155Administration $105

Rev 1/2019

EXHIBIT C

Original Agreement
Rev 1/2019

AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES

THIS AGREEMENT FOR CONSULTING SERVICES (this “ AGREEMENT”) is made and entered into this 1 day of May, 2025, by and between the CITY OF LANCASTER, a municipal corporation and charter city (the “OWNER”), and HARRIS & ASSOCIATES, INC. (the “CONSULTANT”).

RECITALS

WHEREAS, OWNER desires to engage CONSULTANT to perform certain technical and professional services, as provided herein, identified as:

SPECIAL DISTRICT RE-ENGINEERING AND BALLOTING SERVICES

WHEREAS, the principal members of CONSULTANT are qualified and duly registered/licensed under the laws of the State of California, and CONSULTANT desires to accept such engagement.

NOW, THEREFORE, the parties agree as follows:

1. Parties.

The parties to this AGREEMENT are:

A. OWNER: City of Lancaster.

B. CONSULTANT: Harris and Associates, Inc.

2. Notices. All written notices required by or related to this AGREEMENT shall be sent by Certified Mail, Return Receipt Requested, postage prepaid and addressed as listed below. Neither party to this AGREEMENT shall refuse to accept such mail; parties to this AGREEMENT shall promptly inform the other party of any changes of address. All notices required by this AGREEMENT are effective on the day of receipt, unless otherwise indicated herein.

OWNER Trolis Niebla, City Manager
City of Lancaster
44933 North Fern Avenue
Lancaster, California 93534

CONSULTANT Alison Bouley, P.E.

Harris & Associates, Inc.
101 Progress, Suite 250
Irvine, CA 92618

3. Successors and Assigns. The terms hereof shall be binding upon and inure to the benefit of the successors and assigns of the parties hereto; provided, however, that no party hereto shall assign any of the benefits and burdens hereunder, whether voluntarily or by operation of l aw, without prior written consent of the other party, and any such assignments without said consent shall be void.

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4. Incorporation by Reference. The CONSULTANT’S Proposal is hereby incorporated in and made a part of this AGREEMENT. CONSULTANT agrees to comply with all of the requirements set forth therein.

5. Precedence of AGREEMENT Documents . If there is a conflict between AGREEMENT documents, the document highest in precedence shall control. The precedence shall be:

First: This AGREEMENT
Second: The CONSULTANT’S Proposal

6. Description of Work. OWNER hereby engages CONSULTANT, and CONSULTANT accepts such engagement, to perform the technical and professional services set forth in the “Scope of Services” attached hereto as Exhibit “ A”. CONSULTANT shall perform and complete, in a manner satisfactory to OWNER, all work and services set forth in the Scope of Services. The City Manager or his or her designee shall have the right to review and inspect the work during the course of its performance at such times as may be specified by the City Manager, or his or her designee.

7. Obligations of the OWNER.

A. The total compensation to be paid by OWNER to CONSULTANT for all work and services described in the Scope of Services is not to exceed $124,000 for the term of the contract as stated in Exhibit “A” attached hereto. CONSULTANT’S fees and charges for the work and services performed shall in no event exceed those set forth in Exhibit “A” attached hereto and made a part hereof.

B. No payment made hereunder by OWNER to CONSULTANT, other than the final payment, shall be construed as an acceptance by OWNER of any work or materials, nor as evidence of satisfactory performance by CONSULTANT of its obligations under this AGREEMENT.

8. Obligations of the CONSULTANT.

A. CONSULTANT shall perform as required by this AGREEMENT.

CONSULTANT also warrants on behalf of itself and all subcontractors engaged for the performance of this AGREEMENT.

B. CONSULTANT shall be responsible for payment of all employees' and subcontractor's wages and benefits, and shall comply with all requirements pertaining to employer's liability, workers' compensation, unemployment insurance, and Social Security.

9. Audit. OWNER shall have the option of inspecting and/or auditing all records and other written materials used by CONSULTANT in preparing its statements to OWNER as a condition precedent to any payment to CONSULTANT.

10. Hold Harmless and Indemnification . Consultant agrees to indemnify and hold harmless the City, its elected officials, officers and employees, from and against any and all third -party claims, losses, obligations, or liabilities whatsoever, including reasonable attorney’s fees, incurred to the extent arising out of or related to Consultant’s negligent or willful wrongful acts, errors or omissions, or those of its employees or agents. Consultant agrees to defend the City, its officers and employees from and against any and all claims covered by the indemnity in the preceding sentence.

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11. Amendments. Any amendment, modification, or variation from the terms of this AGREEMENT shall be in writing and shall be effective only upon mutual written approval by the City Manager, or his or her designee, and CONSULTANT.

12. Non-Discrimination and Equal Employment Opportunity.

A. In the performance of this AGREEMENT, CONSULTANT shall not discriminate against any employee, subcontractor, or applicant for employment because of race, color, religion, ancestry, sex, national origin, physical or mental disability or age. CONSULTANT will take affirmative action to ensure that subcontractors and applicants are employed, and that employees are treated during employment without regard to their race, color, religion, ancestry, sex, national origin, physical or mental disability or age. Affirmative action relating to employment shall include, but not be limited to the following: employment, upgrading, demotion or transfer; recruitment; layoff or termination; rates of pay or other forms of compensation; and selection for training including apprenticeship.

B. The provisions of subsection A above shall be included in all solicitations or advertisements placed by or on behalf of CONSULTANT for personnel to perform any services under this AGREEMENT. OWNER shall have access to all documents, data and records o f CONSULTANT and its subcontractors for purposes of determining compliance with the equal employment opportunity and non-discrimination provisions of this Section.

14. Termination for Convenience . The governing board of the OWNER may terminate this AGREEMENT at any time without cause by giving fifteen (15) days written notice to CONSULTANT of such termination and specifying the effective date thereof. In that event, all finished or unfinished documents and other materials shall, at the option of OWNER, become the OWNER's property. If this AGREEMENT is terminated by OWNER as prov ided herein, CONSULTANT will be paid a total amount equal to its costs as of the termination date, plus ten percent (10%) of that amount for profit. In no event shall the amount payable upon termination exceed the total maximum compensation provided for in this AGREEMENT.

15. Termination for Cause.

A. The governing board of the OWNER may, by written notice to CONSULTANT, terminate the whole or any part of this AGREEMENT in any of the following circumstances:

(1) If CONSULTANT fails to perform the services required by this AGREEMENT within the time specified herein or any authorized extension thereof; or

(2) If CONSULTANT fails to perform the services called for by this AGREEMENT or so fails to make progress as to endanger performance of this AGREEMENT in accordance with its terms, and in either of these circumstances does not correct such failure within a period of ten (10) days (or such longer period that OWNER may authorize in writing) after receipt of notice from OWNER specifying such failure.

B. In the event OWNER terminates this AGREEMENT in whole or in part as provided above in paragraph A of this Section, OWNER may procure, upon such terms and in such manner as it may deem appropriate, services similar to those terminated.

C. If this AGREEMENT is terminated as provided above in paragraph A, OWNER may require CONSULTANT to provide all finished or unfinished documents, data, studies, drawings, maps, photographs, reports, etc., prepared by CONSULTANT. Upon such termination, CONSULTANT shall be paid an amount equal to the contract amount, less the cost of hiring another CONSULTANT to Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Rev 1/2019
complete CONSULTANT's services. In the event no new CONSULTANT is employed, CONSULTANT shall be paid an amount equal to the value of the work performed. In ascertaining the value of the work performed up to the date of termination, consideration shall be given to completed work and work in progress, complete and incomplete drawings, and other documents whether delivered to OWNER or in possession of CONSULTANT, and authorized reimbursement expenses.

D. If, after notice of termination of the AGREEMENT under the provisions of this Section, it is determined, for any reason, that CONSULTANT was not in default, or that the default was excusable, then the rights and obligations of the parties shall be the same as if the notice of termination had been issued pursuant to Section 14.

16. Independent Contractor. CONSULTANT is an independent contractor and shall have no power or authority to incur any debt, obligation or liability on behalf of the OWNER. It is expressly understood between the parties to this AGREEMENT that no employee/employer relationship is intended; CONSULTANT is an independent contractor.

17. Insurance.

A. The Consultant, at its expense, shall maintain in effect at all times during the term of this Agreement the following coverage and limits of insurance, which shall be maintained with insurers listed “A-, VIII” or better in the Best’s Key Rating Guide:

Commercial General Liability
Each Occurrence $1,000,000
Per Project General Aggregate $2,000,000
Including Products/Completed Operations ; Contractual Liability/Independent Contractors ; Property Damage
(Coverage shall be at least as broad as ISO form CG2010 11/85 or CG2010 07/04 and CG2037 07/04 combined, or an equivalent providing ongoing and completed operations)

Commercial Automobile Liability
Combined Single Limit per Accident for
Bodily Injury and Property Damage $1,000,000
(Coverage shall be at least as broad as ISO form CA00 01)

Workers Compensation
As Required by the State of California Statutory Limits

Employer’s Liability
Each Accident $1,000,000
Bodily Injury by Disease $1,000,000
Each Employee $1,000,000
(A Waiver of Subrogation must be provided on behalf of the Certificate Holder for the Workers Compensation & Employers’ Liability policies)

Professional Liability
Each Occurrence $1,000,000
General Aggregate $1,000,000

B. The Consultant’s Commercial General Liability insurance shall apply separately to Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Rev 1/2019
each insured against whom claim is made or suit is brought, except with respect to the limits of the insured’s liability.

C. Professional liability insurance written on a “claims made” basis must be renewed for a period of three (3) years after this contract expires or is terminated. Such insurance must have the same coverage and limits as the policy that was in effect during the term of this contract and will cover Consultant for all claims made by the City insured entities arising out of any negligent acts or omissions of Consultant or its officers, employees, or agents during the time this Agreement was in effect.

D. Any deductibles or self-insurance retentions must be declared and approved by the City. At the City’s option, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City insured entities or the insurer shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

E. All insurance shall be primary and non-contributory as respects the City insured entities. Any insurance or self-insurance maintained by the City insured entities shall be in excess of the Consultant’s insurance and shall not contribute with it.

F. Consultant shall furnish the City with Certificates of Insurance and with original endorsements effecting coverage required by this Agreement. Certificates of Insurance shall meet the following requirements:
(1) Show that the insurance policy has been endorsed to state that coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits except after 30 days’ prior written notice (10 days’ written notice for non-payment) to the City of Lancaster.

(2) List in the “Descriptions of Operations/Locations/Vehicles/Special Items” section:

City of Lancaster, its elected officials, officers, employees and volunteers are included as additional covered parties, but only insofar as the operations under this contract are concerned.

(3) List in the “Certificate Holder” section:

The City of Lancaster, 44933 Fern Avenue, Lancaster, California 93534.

18. Commencement and Completion of Work. The Services to be provided by Consultant pursuant to this Agreement shall commence within 15 days after execution of this Agreement, and shall be completed upon the agreed upon timeline in the scope of work following commencement; provided however, that the Parties may agree to extend the time for completion upon mutual written agreement.

CONSULTANT shall have no claim for compensation for any services or work which has not been authorized by the OWNER's Notice to Proceed.

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19. Extension of Time for Completion of Work.

A. If, at any time, the work is delayed due to suspension order by OWNER, or due to any other cause which, in the reasonable opinion of the OWNER, is unforeseeable and beyond the control and not attributable to the fault or negligence of CONSULTANT, then CONSULTANT shall be entitled to an extension of time equal to said delay, subject to the OWNER's right to terminate this AGREEMENT pursuant to Section 14.

B. CONSULTANT shall submit to OWNER a written request for an extension of time within ten (10) days after commencement of such delay, and failure to do so shall constitute a waiver thereof. OWNER shall, in its sole discretion, determine whether and to what extent any extensions of time shall be permitted.

C. No extension of time requested or granted hereunder shall entitle CONSULTANT to additional compensation unless, as a consequence of such extension, additional work must be performed. In such event, OWNER shall in good faith consider any request for ad ditional compensation submitted by CONSULTANT.

20. Ownership of Documents. All plans, specifications, reports, studies, tracings, maps and other documents prepared or obtained by CONSULTANT in the course of performing the work required by this AGREEMENT shall be the property of the OWNER. Basic survey notes, sketches, charts, computations and similar data prepared or obtained by CONSULTANT under this AGREEMENT shall, upon request, be made available to OWNER without restriction or limitation on their use.

21. Data Provided to CONSULTANT. OWNER shall provide to CONSULTANT, without charge, all data, including reports, records, maps and other information, now in the OWNER's possession which may facilitate the timely performance of the work described in the Scope of Services.

22. CONSULTANT's Warranties and Representations . CONSULTANT warrants and represents to OWNER as follows:

A. CONSULTANT has not employed or retained any person or entity, other than a bona fide employee working exclusively for CONSULTANT, to solicit or obtain this AGREEMENT.

B. CONSULTANT has not paid or agreed to pay any person or entity, other than a bona fide employee working exclusively for CONSULTANT, any fee, commission, percentage, gift, or any other consideration contingent upon or resulting from the execution of this AGREEMENT. Upon any breach or violation of this warranty, OWNER shall have the right, in its sole discretion, to terminate this AGREEMENT without further liability, or, in the alternative, to deduct from any sums payable hereunder the full amount or value of any such fee, commission, percentage or gift.

C. CONSULTANT has no knowledge that any officer or employee of the OWNER has any interest, whether contractual, noncontractual, financial, proprietary, or otherwise, in this transaction or in the business of the CONSULTANT, and that if any such interest comes to the knowledge of CONSULTANT at any time, a complete written disclosure of such interest will be made to OWNER, even if such interest would not be deemed a prohibited "conflict of interest" under applicable laws.

D. Upon the execution of this AGREEMENT, CONSULTANT has no interest, direct or indirect, in any transaction or business entity which would conflict with or in any manner hinder the performance of services and work required by this AGREEMENT, nor shall any such interest be acquired during the term of this AGREEMENT.

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23. Resolution of Disputes.

A. Disputes regarding the interpretation or application of any provisions of this Agreement shall, to the extent reasonably feasible, be resolved through good faith negotiations between the parties.

B. If the parties cannot resolve the dispute through good faith negotiations, either party may give Notice of Dispute to the other party. The Notice of Dispute shall state the nature of the dispute and the corrective action necessary to remedy the dispute.

After Notice of Dispute, the parties shall first attempt to resolve any disputes by mediation. The parties shall agree on a single mediator. Mediation shall be conducted in Lancaster, California. Each party shall pay its own attorneys’ fees and the costs of mediation shall be split equally between the parties.

If the dispute has not been resolved by mediation within 45 days after Notice of Dispute, or the parties are unable to agree to a mediator, within 15 days after Notice of Dispute, then, the dispute may, upon agreement of the parties be resolved by binding arbitration.

C. If any action at law or in equity is brought to enforce or interpret any provisions of this Agreement, each party shall bear its own attorney fees, costs and expenses.

24. Exhibits. The following exhibits to which reference is made in this AGREEMENT are deemed incorporated herein in their entirety:

Exhibit "A" Scope of Services

25. Governing Law . This AGREEMENT shall be governed by the laws of the State of California.

26. Effective Date. This AGREEMENT shall become effective as of the date set forth below on which the last of the parties, whether OWNER or CONSULTANT, executes this AGREEMENT.

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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed and attested by their respective officers thereunto duly authorized.

CITY OF LANCASTER

LANCASTER, CALIFORNIA

By:

Trolis Niebla, City Manager

Dated:

HARRIS & ASSOCIATES, INC.

By:

Alison Bouley, P.E.

Dated:

ATTEST:

City Clerk

APPROVED AS TO FORM:

Risk Management Approved
City Attorney

CONTRACT SUBMISSION APPROVAL:

Director

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May 21, 2025 | 8:46:16 PM PDT
May 29, 2025 | 5:10:18 PM PDT

Rev 1/2019

EXHIBIT “A”

SCOPE OF SERVICES

SEE NEXT PAGE

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101 Progress, Suite 250, Irvine, CA 92618  p: 949.655.3900  www.WeAreHarris.com

May 1, 2025
Nicole Jones
Senior Analyst, Community Development
City of Lancaster
44933 Fern Avenue
Lancaster, CA 93534
Special District Re-Engineering and Balloting Services
Dear Nicole:

Harris & Associates (“Harris”) appreciates the opportunity to work with the City of Lancaster (the “City”) to evaluate the existing Sewer Service, Lighting Maintenance District, Landscape Maintenance District, and Drainage Benefit Assessment District (the “Special Districts”). This proposal includes our qualifications and experience, scope of services, staffing, and estimated fees. The Harris Team can work with staff in multiple departments as well as with property owners and have a thorough understanding of fee and special tax district laws and Proposition 218 requirements. As your partner, our team offers the following advantages:

Project Commitment. We understand the importance of completing tasks in a timely manner and communicating with City staff regularly regarding any project issues. When working on projects of this nature, we know that our ability to perform and deliver information reflects directly on City staff. Our team understands the importance of meeting our commitments and communicating regularly and openly with County staff.

Qualified Staff. As professionals with diverse backgrounds and decades of experience, we are able to build trust with City staff, elected officials, and Stakeholders. Our team’s background enables us to provide a variety of municipal and district finance services which minimizes the staff time required to execute a successful project.

Proven Success. Our team has a portfolio of successfully completed assessment district projects which include Proposition 218 analyses and establishments. Through this experience, they have developed a reputation for providing complete and thorough reports and meeting aggressive project deadlines and legally required timeframes.

PROJECT TEAM
We have assembled a team of qualified staff who ware available to meet the deadlines required and have the expertise required to complete the tasks.

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 2 of 11 Assessment Engineer– Alison Bouley, PE, is a registered engineer and a Vice President in charge of our Municipal + District Finance team and will be serving as Assessment Engineer for this project. She has over 24 years of experience in managing the programming and financing of infrastructure improvements consulting to cities, counties, and special districts throughout the State. She has assisted agencies with the analysis of special benefit from various types of improvements, in accordance with the requirements of Article XIII D of the California State Constitution (Proposition 218). She has also assisted in the formation and administration of Assessment and Mello-Roos Community Facilities Districts. Alison is also responsible for quality control and assurance.

Project Director– Donna Segura, is a Director with Harris’ Municipal + District Finance division and will be serving as Project Manager for this project, maintaining a close liaison with the City and ensuring the City’s satisfaction with the services. Ms. Segura has over 24 years of special district formation and administration experience consulting to cities, counties, and special districts throughout the State of California. She has assisted agencies with the analysis of special benefit from various types of improvements, in accordance with the requirements of Article XIIID of the California State Constitution (Proposition 218). She has also performed formation and annual administration services for Mello-Roos Community Facilities Districts, and various other fee and special tax districts.

Senior Consultant/Technical Lead - Karyn Johnson, will lead the technical direction and validation of our efforts and be the District’s primary point of contact. Karyn will attend and facilitate all project status meetings and interim District staff review meetings, as well as present study findings and recommendations to the Board/elected officials and the public. With over the past 30 years, Karyn has performed and managed hundreds of utility rate and fee studies for municipal clients of diverse size and complexity throughout the western United States and internationally. Her expertise covers a broad range of services including financial feasibilities studies, financial policy development, capital funding plans, long-term financial planning and cost-based rate and fee development. Karyn has direct experience assisting many utilities as they transitioned from flat/EDU based rate structures to volume and strength-based rates. She understands the nuances of this rate conversion and will bring her “lessoned learned” to the team. As an accomplished speaker, Karyn knows how to clearly present findings and craft persuasive messaging for attaining board/Council approval of financial plans and accompany rates and fees.

Project Manager – Chris Thomas, is a Project Manager on our Municipal + District Finance Team. Chris has over 15 years of experience in municipal financing and planning.

He has provided consulting services to public agencies for the formation and annual administration of public finance districts including 1972 Landscaping and Lighting Act, Mello-Roos Community Facilities Districts, Community Service Areas, Benefit Assessment Act of 1982, and Sewer districts under the Health & Safety Code, including the City of Ontario. He has also served as project manager for numerous consulting projects related to financing of infrastructure. As a current member of a city planning commission and former chairperson, he has extensive experience in zoning and land use, General Plan formulation, EIR/CEQA compliance, conducting public hearings and public workshops, drafting of ordinances, policies and procedures and development and project review.

The project team will be supported by additional members of Harris’ Municipal + District Finance group as needed.

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SCOPE OF SERVICES
Harris has prepared the following scope of services to support the City in increasing the existing Special District rates.

Phase 1 – Analysis and Report
Sewer Service Charge
Task 1: Capital Facilities Plan Assessment
This task will identify all capital improvements including annual replacements, additions and improvements to the City’s wastewater collection system for impacts and inclusion in the 5-year rate study. Alternative capital project prioritization and methods of financing the City’s improvements will be evaluated. Specific subtasks are:

Task 1.A: Capital Program Review
Harris will review capital facilities plans, the current capital improvement program, and other available information regarding needed replacements, improvements, and expansions of the wastewater system. Harris will work with the City Engineer to prioritize internal City projects to be constructed within the study period to make sure expenditures assumed in rates yield desired impacts, can be feasibly executed, and are aligned with the City’s strategic initiatives. We will review for reasonableness the cost estimates of the City’s needed capital improvements.

This task will likely require an iterative process with the capital funding strategies developed in Task 1.B below.

Depending on the impacts of our preliminary capital funding plan, the initial capital prioritization schedule may be adjusted to align with feasible project execution, funding, and associated rate impacts. We will prepare up to three (3) scenarios for City consideration.

Harris will evaluate and recommend appropriate reserve requirements to be maintained on an annual basis for capital projects. This evaluation will be performed under Task 2.A- Financial Policies Review.

Task 1.B: Develop Capital Funding Strategy
Financial impacts of executing the capital program are often a major driver of utility rate increases. As such, we will structure the capital funding analysis to allow for alternative prioritization of projects to evaluate rate changes under different project costs, timing, and funding options.

Based on the initial findings and recommendations of the Capital Program Review, Task 1.A above, we will design a preliminary capital funding strategy intended to feasibly execute the capital program with rate impacts consistent with City goals. We will evaluate an appropriate combination of resources such as grants, low-interest loans and bonds, annual operating revenues, sewer capacity fees, cash reserves, direct contributions and special assessments. We will prepare up to three (3) scenarios under alternative prioritization schedules and/or funding options for District consideration.

This analysis will span a 15-year study period to enable development of a cash flow analysis that includes impacts of capital projects beyond the 5-year rate study.

Associated funding rate impacts will be identified for inclusion in the Revenue Requirement Projections, Task 2.

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 4 of 11 Task 2: Revenue Requirement Projections
This task will develop a multi-year revenue requirement forecast to determine annual rate revenue needs to fund the capital program, operating and maintenance costs, fiscal policy achievement, and other financial obligations of the wastewater utility. Specific subtasks are:

Task 2.A: Financial Policies Review
Conduct a policy evaluation to determine existing practices which should be maintained and explore alternative practices that might further City goals in funding utility obligations. This task will begin with a high-level historical review to use as a baseline for policy evaluation. Consistent with industry best practice for a policy framework, we will address financial performance, infrastructure replacement funding, debt management, and cash reserves.

At a minimum, our evaluation of cash reserves will include:
• Operating Reserves
• Rate Stabilization Reserves
• Pure Water Program Reserves
• Capital Reserves
• Debt Service Reserves
We will evaluate the need for each reserve or policy, the basis for any minimum reserve targets, and the financial impacts for establishing any new or revised policies. Sensitivity analyses will be performed to assess customer impacts and revenue risk for all policy implications.

Task 2.B: Operating Revenue Projections
Review and project rate revenues based on the existing level and structure of rates, incorporating the projected number of customers and service requirements. Historical growth trends, quantity of service provided, and patterns in customer service characteristics will be evaluated. Recent studies of population trends, growth and new development will be reviewed and used in making projections of customers and associated demand. We will review and project other operating revenues from miscellaneous sources such as interest earning, miscellaneous services, or other sources.

Task 2.C: Operating Expense Projections
Forecast operating and maintenance costs of the wastewater utility including local collection costs and regional treatment costs. We will review historical financial operations and the current budget to form the baseline for this forecast. We will incorporate any additional O&M expenses for known or anticipated requirements such as additional staffing, deferred maintenance and new or enhanced program initiatives, as well as estimates of annual cost escalation.

Task 2.D: Cash Flow Analysis
Integrate total revenue requirements inclusive of financial policies, existing debt service, capital funding impacts, and the operating forecast to develop an annual operating cash flow for the utility over the 5-year and 15-year planning periods. Compare projected requirements against projected revenue under existing rates to determine annual adjustments needed to provide financial sustainability over time. Develop a multi-year rate adjustment strategy consistent with the City’s goals. A sensitivity analyses will be performed to evaluate the impact of alternative capital funding strategies and other input parameters as appropriate. Major cost drivers and necessary rate adjustments will be summarized and illustrated graphically.

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 5 of 11 Task 3: Prepare Reports
Harris will prepare a report summarizing data sources, assumptions, methodologies, findings, recommendations and supporting data, including the 5-year schedule of rates for the selected rate structure.

The methodology will include direction on calculating fees per City Municipal Code 13.08.125 (C) and (D) to allow the City to collect revenues on new development, before they are added to the County tax rolls.

Task 4: Meetings and Presentations
Throughout the course of the project, we will meet with City staff at key junctures to review data and other critical inputs, study progress, and draft and final analyses and recommendations. We anticipate up to two (2) meetings with City staff to review interim results and obtain direction for finalizing the study. These meetings are assumed to be conducted through virtual meetings.

Lighting Maintenance District
Task 5: District Evaluation - Analysis of Funding Needs Task 5.A: Review Financials
Working with City staff, Harris will review past financials and future funding needs for the Lighting Maintenance District, to gain an understanding of the desired levels of service and where the funding falls short.

Task 5.B: Special vs General Benefits
Harris will review and identify special versus general benefits that the Lighting Maintenance District improvements and services provide, based upon a review the assessed parcels, annual budgets, recent court decisions and pending challenges.

Task 5.C: Assessment Methodology
Harris will prepare the assessment methodology. The methodology will be compliant with Proposition 218 and consider the types of parcels that make up the Lighting Maintenance District and the improvements and services provided. The assessment methodology will ensure that the proportionality requirements of Proposition 218 are incorporated into the calculation of the assessment.

Task 6: Prepare Engineer’s Report
Prepare the Engineer’s Report for the increased assessments to include the following items:
• A brief description of the existing and increased assessment, • Description of improvements and services funded by the assessment, • Estimate of costs for lighting services funded by the assessment, • Method of Apportionment for the assessment,
• Identify and quantify general versus special benefit, • Description of an annual escalation factor for increasing the assessment, • A listing of parcels and their maximum assessment amount.

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 6 of 11 Harris will provide a draft report for review by City staff and legal counsel and will incorporate one set of consolidated comments into the Engineer’s Report as appropriate.

Task 7: Meetings and Presentations
Throughout the course of the project, we will meet with City staff at key junctures to review data and other critical inputs, study progress, and draft and final analyses and recommendations. We anticipate up to two (2) meetings with City staff to review interim results and obtain direction for finalizing the study. These meetings are assumed to be conducted through virtual meetings.

Landscape Maintenance District No. 1
Task 8: District Evaluation - Analysis of Funding Needs Task 8.A: Review Financials
Harris will review revenues, expenses, and capital improvements that will be covered under the Landscape Maintenance District, to gain an understanding of the desired levels of service and where the funding falls short.

Harris will rely on information provided by the City.

Task 8.B: Special vs General Benefits
Harris will review and identify special versus general benefits that the Landscape Maintenance District improvements and services provide, based upon a review of the assessed parcels, annual budgets, recent court decisions and pending challenges.

Task 8.C: Assessment Methodology
Harris will prepare the assessment methodology. The methodology will be compliant with Proposition 218 and consider the types of parcels that make up the Landscape Maintenance District and the improvements and services provided. The assessment methodology will ensure that the proportionality requirements of Proposition 218 are incorporated into the calculation of the assessments.

Task 9: Prepare Engineer’s Report
Prepare the Engineer’s Report for the increased assessments to include the following items:
• A brief description of the existing and increased assessment, • Description of improvements and services funded by the assessment, • Estimate of costs for landscape services funded by the assessment, • Method of Apportionment for the assessment,
• Identify and quantify general versus special benefit, • Description of an annual escalation factor for increasing the assessment, • A listing of parcels and their maximum assessment amount.

Harris will provide a draft report for review by City staff and legal counsel and will incorporate one set of consolidated comments into the Engineer’s Report as appropriate.

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 7 of 11 Task 10: Meetings and Presentations
Throughout the course of the project, we will meet with City staff at key junctures to review data and other critical inputs, study progress, and draft and final analyses and recommendations. We anticipate up to two (2) meetings with City staff to review interim results and obtain direction for finalizing the study. These meetings are assumed to be conducted through virtual meetings.

Drainage Benefit Assessment District
Task 11: District Evaluation - Analysis of Funding Needs Task 11.A: Drainage Rate Analysis and Boundary Map
Harris will conduct a detailed review and analysis, which will include:
 Identifying an assessment methodology consistent with the requirements of Proposition 218 and recent court cases.
 Identifying current funding needs, including annual maintenance and future capital funding needs for the improvements as they reach the end of their useful life.  Identifying annual operating and capital reserve levels.  Identifying necessary rates based on the services provided and current fund balances. An annual escalation factor will be included.
 Prepare an updated boundary map to be included as part of the Storm Drain Rate Analysis Report.

Harris will rely on the City to provide planned storm drainage equipment and capital improvement projects, such as the storm drainage master plan and operation maintenance cost estimates. In the absence of available operation maintenance costs, Harris will review previous year’s budget revenue and expenditures for storm drain to develop estimates. Harris will review provided documents for completeness. Harris will calculate the revised fee and provide the draft calculations to the City for review. Harris will meet with City staff to review our findings and recommendations relative to changes to the costs to be included, current assessment methodology, annual inflation index, and rates. Harris will provide up to three alternatives to the assessments rates, revenue, and service levels. It is assumed that the Storm Drain Rate Study will consider the areas served by the City’s storm drainage system as one uniform benefit area. If the City desires to consider developing individual drainage fee rate structures for individual or grouped zones, it will be considered additional to the scope of work and will require additional fees.

Task 12: Rate Analysis Report
Following finalization of the new storm drainage fee, Harris will prepare a Drainage Rate Analysis Report, which will include the following:
 Historical information, including the existing storm drainage fee for each parcel.  Basis of the proposed new storm drainage fee
 Method of apportionment
 Revenues raised and use of funds.
 New assessment roll, including the proposed new storm drainage fee for each parcel.  Boundary map
The Drainage Rate Analysis Report will be prepared by a licensed professional engineer certified in the State of California possessing expertise with post Proposition 218 benefit assessment. The draft report will be submitted Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 8 of 11 to City staff for review and comment. Harris will review the document with the City and will incorporate one set of consolidated comments into the report. Additional iterations of the report will require additional fees.

Task 13: Meetings and Presentations
Throughout the course of the project, we will meet with City staff at key junctures to review data and other critical inputs, study progress, and draft and final analyses and recommendations. We anticipate up to two (2) meetings with City staff to review interim results and obtain direction for finalizing the study. These meetings are assumed to be conducted through virtual meetings.

Phase 2 – Balloting Services
This phase assumes that all four of the Districts proceed concurrently. Additional fees may apply if the Districts hold their Protest/Public Hearings on different dates.

Task 1: Preparation of Notice of Protest/Public Hearing and Ballots Following the Resolution of Intention, Harris will assist the City Staff in preparing, printing, and mailing the Notice of Protest/Public Hearing and Assessment Ballots to mail to all property owners subject to the Special Districts, as required by Article XIIID of the California Constitution.

All drafts will be provided for review and approval by City staff and the City Attorney.

Harris will coordinate printing and mailing services to mail individual ballots to all property owners within Special Districts, as required by Article XIIID of the California Constitution. Bar-coding will be utilized to facilitate the tabulation process.

Task 2: Protest/Public Hearing
Harris will attend one (1) City Council meeting for the Protest/Public Hearing to assist City Staff in addressing the City Council and to assist City Staff with tabulating the protests and ballots. Additional meetings can be added an additional fee.

If there is a majority protest, then all proceedings to increase the fee will be abandoned.

If there is no majority protest, the City Council may approve the desired action and levy the Special Districts for collection on the property tax bills. Harris assumes that City Staff will be available to assist with the opening and sorting of protests and ballots, if needed. City Staff and the City Attorney will need to be available throughout the process to address issues that may arise in the tabulation process.

Task 3: Ballot Tabulation
On the date(s) specified on the assessment ballot, the assessment ballots will commence to be tabulated electronically with the use of bar-coding equipment and a computer program that simplifies the process and automates the result summaries. A laptop computer and staff members will be used on-site for ballot tabulation.

The balloting results will be prepared summarizing (by number of parcels and assessment amount) the total ballots received, and the percentage in favor and against. If less than 50% of the voted assessment amount is against the assessment (if there is no majority protest), then the City Council may approve the desired action and levy the assessments for collection on the property tax bills. Harris will provide four (4) staff members for two (2) consecutive days. If additional staff or days are required to tabulate ballots, additional fees will apply. Harris assumes that City Staff will be available to assist with the opening and sorting of ballot envelopes. City Staff and Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 9 of 11 the City Attorney will need to be available throughout the process to address issues that may arise in the tabulation process.

Task 4: Meetings and Project Management
Harris will coordinate with the County throughout the duration of Phase 3. In addition to the meetings mentioned above, Harris will meet virtually with County staff up to two (2) times to discuss the project status.

Phase 3 – Community Outreach Support - OPTIONAL
Gaining property owner support is key to a successful rate increase. Harris will coordinate with a public relations firm and/or City Staff to engage property owners. Harris has included time for coordination with either the County or public relations firm through the public outreach process. Harris’ scope for this phase includes the following tasks:

Harris will coordinate with the City to provide background information that is needed to inform property owners of the City’s special districts financial status, facilitate communication and feedback, and educate property owners of the potential solutions. It is important to provide materials to facilitate communication and feedback from community members on their options and paths forward. Such materials will include the following:
 Strategizing on key messaging.
 Providing information for flyers and Frequently Asked Questions.  Providing information to facilitate the creation of a project website.  Responding to inquiries and information requests from community members.  Providing information for City or public outreach presentations and attendance at up to two (2) in-person community meetings. Additional meetings can be negotiated and attended on a time and materials basis.

Responsibilities of the City
a. Designate a project manager to manage and coordinate the project. b. Provide legal review of all documents and prepare all Resolutions. c. Provide City Attorney availability during protest and ballot tabulation. d. Provide staff to assist with protest and ballot tabulation. e. Make available records and documentation in conjunction with preparation of the rate analysis, and any other available information necessary for the project. This includes, but is not limited to, costs of improvements and budget information, reports of documented costs. f. Schedule meetings, as required.
g. Take the lead on community public outreach efforts unless City decides to hire a public outreach firm.

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 10 of 11

PROPOSED FEES
Harris has prepared the following lump sum fees to complete the work based on the scope above and our experience with similar projects. The fee assumes that both projects will move forward as there are assumed efficiencies with the preparation of materials for both analyses.

Task Lump Sum Fee
Phase 1 - Analysis and Reports $101,000
Sewer Service Charge Analysis $30,000
Lighting Maintenance District $23,000
Landscape Maintenance District $23,000
Drainage Benefit Assessment District $25,000
Phase 2 – Balloting Services1 $23,000
Grand Total $124,000
1The costs for printing and mailing the Notice and Property Owner Ballots is not included.

The cost for printing and mailing the Notices and Assessment Ballots are not included in the fee above. The City will be billed from the third-party mailing house directly for these costs. The fee will be based on the cost to produce and mail the Notice and Assessment Ballots, based on, but not limited to, the number of pages, printing on both sides, the number of colors, the type of envelope, pre-printed return envelopes, and return postage.

Based on our experience, this cost typically ranges from $1.00-$1.25 per parcel.

The fee for Phase 3 – Community Outreach Support is not included. It is assumed that the City will handle all community outreach or will engage a public relations firm. Based on our experience with similar projects, the approximate range of costs for an outside public relations firm is $50,000-$75,000. Harris’ fee for community outreach will be determined based on the needs of the City, if requested.

The fees herein assume that the scope of work will be completed within 18 months of the execution of the agreement. If the time frame extends beyond 18 months, additional fees may apply. Any additional fees will be discussed with the City ahead of implementation.

HOURLY RATES
Any additional services outside of the agreed upon Scope of Services will be billed on a time and materials basis.

Our 2025 hourly rates are reflected below.

Key Personnel 2025 Hourly Rates
Vice President/Assessment Engineer $320.00
Senior Consultant $310.00
Project Director $290.00
Project Manager $195.00
Deputy Project Manager $185.00
Senior Analyst $170.00
Analyst/GIS Analyst $160.00
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Harris & Associates, Inc  Special District Re-Engineering and Balloting Services 11 of 11 Hourly rates are subject to increase by 4% each year, beginning on January 1, 2026, if this contract continues into subsequent years.

Harris has the experience, ability, and professional excellence to make your project successful. We look forward to working with the City. If you have any questions regarding our proposal, please feel free to contact us, our phone number and emails are included below.

Sincerely,
Harris & Associates, Inc.

Donna Segura
Director, Municipal + District Finance
101 Progress, Suite 250
Irvine, CA 92618
949.536.2512
[email protected]

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Rate Analysis Report
Sewer Service Charge
Initial Meeting and Information Gathering
Draft Sewer Service Charge Analysis and Report
Present Sewer Service Charge Analysis to City
Finalize Sewer Service Charge Analysis to City
Lighting District and Landscaping District
Initial Meeting and Information Gathering
Draft Assessment Methodology and Engineer's Report
Present Draft Assessment Methodology and Engineer's
Report to City
Finalize Assessment Methodology and Engineer's Report
Drainage/Stormwater District
Initial Meeting and Information Gathering
Draft Drainage/Stormwater Fee Analysis and Report
Present Drainage/Stormwater Fee Analysis to City
Finalize Drainage/Stormwater Fee Analysis
Community Outreach
Balloting Procedures
First City Council Meeting - Adopt Resolution of Intention for all districts (JAN 13TH)
Printing and Mailing of Notice of Protest Hearing
(Sewer and Drainage Districts)
Printing and Mailing of Notice of Public Hearing and Ballot (Lighting, Landscaping, and Drainage Districts)
45-Day Noticing Period, Respond to Public Inquiries
Second City Council Meeting - Protest Hearing/Public
Hearing/Ballot Tabultion for all districts (MARCH 24TH) Oct-25May-25 Jun-25 Jul-25 Aug-25 Sep-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF For use with RFPs, Licenses & Permits

California Levine Act Statement
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits any Lancaster official from participating in any action related to a contract or application if he or she receives any political contributions totaling more than $250 within the previous twelve months, and for twelve months following the date a final decision is rendered.

The Levine Act also requires a Lancaster City official who has received such a contribution to disclose the contribution on the record of the proceeding.

Current Lancaster City Council Members are listed at:
https://www.cityoflancasterca.org/government/city-officials/city-council-copy Current Planning Commissioners are listed at:
https://www.cityoflancasterca.org/government/commissions-appointments/planning

Proposers are responsible for accessing this link to review the names prior to answering the following questions.

1. Have you or your company, or any agent/board member on behalf of you or your company/entity, made any political contributions of more than $250 to any Lancaster City Council Member or other city official in the 12 months preceding the date of the submission of your proposal or application, or the anticipated date of any Council action?
___ YES If yes, please identify the Council Member(s)/city official(s):
___ NO

2. Do you or your company/entity, or any agency on behalf of you or your company/entity, anticipate or plan to make any political contribution of more than $250 to any Lancaster City Council Member or other city official in the 12 months following any Council action related to your proposal or application? ___ YES If yes, please identify the Council Member(s) /city official(s)::
___ NO
Answering yes to either of the two questions above does not preclude the Lancaster City Council from awarding a contract or approving an application or any subsequent action. It does however, preclude the identified Council Member(s) from participating in any actions related to your proposal or application.

_________________ _____________________________
Date Signature of authorized individual
_____________________________
Company/Applicant Name
Docusign Envelope ID: 2F278F40-9FC7-4790-88A3-28875C84C06F March 31, 2025 | 2:04:16 PM PDT
X
X
Donna Segura Harris & Associates
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF

INSR ADDL SUBR

LTR INSR WVD

DATE (MM/DD/YYYY)

PRODUCER CONTACT
NAME:

FAXPHONE
(A/C, No):(A/C, No, Ext):

E-MAIL
ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER

POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)

COMMERCIAL GENERAL LIABILITY

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

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

ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
EACH OCCURRENCE $
DAMAGE TO RENTED $PREMISES (Ea occurrence)CLAIMS-MADE OCCUR MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER:

PRODUCTS - COMP/OP AGG $
$
PRO-
OTHER:

LOC JECT

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

AUTOS ONLY
HIRED PROPERTY DAMAGE $AUTOS ONLY (Per accident)
$
OCCUR EACH OCCURRENCE $
CLAIMS-MADE AGGREGATE $
DED RETENTION $ $

PER OTH-

STATUTE ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below POLICY

NON-OWNED

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03)

ACORDTM CERTIFICATE OF LIABILITY INSURANCE
Continental Insurance Company
American Casualty Company of Reading PA
Continental Casualty Company
5/07/2025
USI Insurance Services, LLC
Lic # OG11911
10940 White Rock Rd 2nd Fl
Rancho Cordova, CA 95670
Jackie Lahr
[email protected]
Harris & Associates, Inc.
1401 Willow Pass Rd Ste 500
Concord, CA 94520
35289
20427
20443
A X
X
X Ded: 0
X X
X X 7092556540 08/01/2024 08/01/2025 2,000,000
1,000,000
15,000
2,000,000
4,000,000
4,000,000
B
X
X X 7092547367 08/01/2024 08/01/2025 1,000,000
A
X
X
X 10000
7092552522 08/01/2024 08/01/2025 10,000,000
10,000,000
B
N
X 7092555985 08/01/2024 08/01/2025 X
1,000,000
1,000,000
1,000,000
C Prof/Poll Liab.

Claims-Made
AEH591891588 08/01/2024 08/01/2025 $5,000,000 Each Claim $10,000,000 Aggregate
Ded: $500,000
1240415001 (2027)
City of Lancaster
44933 Fern Avenue
Lancaster, CA 93534
1 of 2
#S49207688/M47319315
HARRIASS5Client#: 2039770
AKAZP
The general liability, commercial auto policy(s) includes an automatic Additional Insured endorsement that provides Additional Insured status to the City of Lancaster, its elected officials, officers, employees and volunteers only when there is a written contract that requires such status, and only with regard to work performed by or on behalf of the named insured. The general liability, commercial auto policy(s) contains a(See Attached Descriptions
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF SAGITTA 25.3 (2016/03)
DESCRIPTIONS (Continued from Page 1)
special endorsement with "Primary and Noncontributory" wording, when required by written contract. The general liability, commercial auto, workers compensation policy(s) provide a Blanket Waiver of Subrogation when required by written contract, except as prohibited by law. The Excess/Umbrella coverage limits are in addition to those provided by the: general liability, commercial auto, workers compensation. Excess Coverage is follow form. 30 days notice of cancellation will be given except for non-payment of premium will be 10 days.
2 of 2
#S49207688/M47319315
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Business Auto Policy
Policy Endorsement
WAIVER OF TRANSFER OF RIGHTS OF RECOVERYAGAINST OTHERS TO US (WAIVER OF SUBROGATION)THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.This endorsement modifies insurance provided under the following:AUTO DEALERS COVERAGE FORMBUSINESS AUTO COVERAGE FORMMOTOR CARRIER COVERAGE FORMWith respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.Named Insured: HARRIS & ASSOCIATES INC. Endorsement Effective Date: SCHEDULEName(s) Of Person(s) Or Organization(s):ANY PERSON OR ORGANIZATION FOR WHOM OR WHICH YOU ARE REQUIRED BY WRITTEN CONTRACT OR AGREEMENT TO OBTAIN THIS WAIVER FROM US. YOU MUST AGREE TO THAT REQUIREMENT PRIOR TO LOSS.Information required to complete this Schedule, if not shown above, will be shown in the Declarations.The Transfer Of Rights Of Recovery Against Others To Us condition does not apply to the person(s) or organization(s) shown in the Schedule, but only to the extent that subrogation is waived prior to the "accident" or the "loss" under a contract with that person or organization.

Policy No: BUA Policy Effective Date: Form No: CA 04 44 10 13Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 4; Page: 1 of 1Underwriting Company: American Casualty Company Of Reading, PA, 151 N Franklin St, Chicago, IL60606 © Copyright Insurance Services Office, Inc., 2011 7092547367
08/01/2024
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Business Auto Policy
Policy Endorsement

CONTRACTORS EXTENDED COVERAGE ENDORSEMENT - BUSINESS AUTO PLUS I.A.1.

2. a.b.(1)(2)3.

4. 1.2.B.1.2.

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.This endorsement modifies insurance provided under the following:BUSINESS AUTO COVERAGE FORMLIABILITY COVERAGEWho Is An InsuredThe following is added to Section II, Paragraph A.1., Who Is An Insured:a. Any incorporated entity of which the Named Insured owns a majority of the voting stock on thedate of inception of this Coverage Form; provided that,b.The insurance afforded by this provision A.1. does not apply to any such entity that is aninsured under any other liability "policy" providing auto coverage.Any organization you newly acquire or form, other than a limited liability company, partnership or joint venture, and over which you maintain majority ownership interest.The insurance afforded by this provision A.2.:Is effective on the acquisition or formation date, and is afforded only until the end of the policy period of this Coverage Form, or the next anniversary of its inception date, whichever is earlier.Does not apply to:Bodily injury or property damage caused by an accident that occurred before you acquired or formed the organization; orAny such organization that is an insured under any other liability "policy" providing autocoverage.Any person or organization that you are required by a written contract to name as an additional insured is an insured but only with respect to their legal liability for acts or omissions of a person, who qualifies as an insured under SECTION II – WHO IS AN INSURED and for whom Liability Coverage is afforded under this policy. If required by written contract, this insurance will be primary and non-contributory to insurance on which the additional insured is a Named Insured.An employee of yours is an insured while operating an auto hired or rented under a contract or agreement in that employee's name, with your permission, while performing duties related to the conduct of your business."Policy", as used in this provision A. Who Is An Insured, includes those policies that were in force on the inception date of this Coverage Form but:Which are no longer in force; orWhose limits have been exhausted.Bail Bonds and Loss of EarningsSection II, Paragraphs A.2. (2) and A.2. (4) are revised as follows:In a.(2), the limit for the cost of bail bonds is changed from $2,000 to $5,000; andIn a.(4), the limit for the loss of earnings is changed from $250 to $500 a day.

Policy No: BUA Policy Effective Date: Form No: CNA63359XX (04-2012)Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 13; Page: 1 of 4Underwriting Company: American Casualty Company Of Reading, PA 151 N Franklin St, Chicago, IL60606© Copyright CNA All Rights Reserved. Includes copyrighted material of the Insurance Services Office, Inc., used with its permission. 7092547367
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Business Auto Policy
Policy Endorsement
C.

II.

A.

B.
a.
b.

C.
a.

D.
a.
b.
c.
d.
e.
(1)
(2)
E.

Fellow Employee
Section II, Paragraph B.5 does not apply.

Such coverage as is afforded by this provision C. is excess over any other collectible insurance.

PHYSICAL DAMAGE COVERAGE
Glass Breakage – Hitting A Bird Or Animal – Falling Objects Or Missiles The following is added to Section III, Paragraph A.3.:

With respect to any covered auto, any deductible shown in the Declarations will not apply to glass breakage if such glass is repaired, in a manner acceptable to us, rather than replaced.

Transportation Expenses
Section III, Paragraph A.4.a. is revised, with respect to transportation expense incurred by you, to provide:
$60 per day, in lieu of $20; subject to
$1,800 maximum, in lieu of $600.

Loss of Use Expenses
Section III, Paragraph A.4.b. is revised, with respect to loss of use expenses incurred by you, to provide:
$1,000 maximum, in lieu of $600.

Hired "Autos"
The following is added to Section III. Paragraph A.:

5. Hired "Autos"
If Physical Damage coverage is provided under this policy, and such coverage does not extend to Hired Autos, then Physical Damage coverage is extended to:

Any covered auto you lease, hire, rent or borrow without a driver; and Any covered auto hired or rented by your employee without a driver, under a contract in that individual employee's name, with your permission, while performing duties related to the conduct of your business.

The most we will pay for any one accident or loss is the actual cash value, cost of repair, cost of replacement or $75,000, whichever is less, minus a $500 deductible for each covered auto.

No deductible applies to loss caused by fire or lightning.

The physical damage coverage as is provided by this provision is equal to the physical damage coverage(s) provided on your owned autos.

Such physical damage coverage for hired autos will:

Include loss of use, provided it is the consequence of an accident for which the Named Insured is legally liable, and as a result of which a monetary loss is sustained by the leasing or rental concern.

Such coverage as is provided by this provision will be subject to a limit of $750 per accident.

Airbag Coverage
The following is added to Section III, Paragraph B.3.:

The accidental discharge of an airbag shall not be considered mechanical breakdown.

Policy No: BUA Policy Effective Date: Form No: CNA63359XX (04-2012)Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 13; Page: 2 of 4Underwriting Company: American Casualty Company Of Reading, PA, 151 N Franklin St, Chicago, IL60606© Copyright CNA All Rights Reserved. Includes copyrighted material of the Insurance Services Office, Inc., used with its permission. 7092547367
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Business Auto Policy
Policy Endorsement
F.
c.
d.

G.
a.
b.
c.
d.
(1)
(2)
III.

1. a.
b.
(1)
(2)

2. IV.

A.

Electronic Equipment
Section III, Paragraphs B.4.c and B.4.d. are deleted and replaced by the following:

Physical Damage Coverage on a covered auto also applies to loss to any permanently installed electronic equipment including its antennas and other accessories A $100 per occurrence deductible applies to the coverage provided by this provision.

Diminution In Value
The following is added to Section III, Paragraph B.6.:

Subject to the following, the diminution in value exclusion does not apply to:

Any covered auto of the private passenger type you lease, hire, rent or borrow, without a driver for a period of 30 days or less, while performing duties related to the conduct of your business; and
Any covered auto of the private passenger type hired or rented by your employee without a driver for a period of 30 days or less, under a contract in that individual employee's name, with your permission, while performing duties related to the conduct of your business.

Such coverage as is provided by this provision is limited to a diminution in value loss arising directly out of accidental damage and not as a result of the failure to make repairs; faulty or incomplete maintenance or repairs; or the installation of substandard parts.

The most we will pay for loss to a covered auto in any one accident is the lesser of:
$5,000; or
20% of the auto's actual cash value (ACV).

Drive Other Car Coverage – Executive Officers
The following is added to Sections II and III:

Any auto you don't own, hire or borrow is a covered auto for Liability Coverage while being used by, and for Physical Damage Coverage while in the care, custody or control of, any of your "executive officers", except:

An auto owned by that "executive officer" or a member of that person's household; or An auto used by that "executive officer" while working in a business of selling, servicing, repairing or parking autos.

Such Liability and/or Physical Damage Coverage as is afforded by this provision.

Equal to the greatest of those coverages afforded any covered auto; and Excess over any other collectible insurance.

For purposes of this provision, "executive officer" means a person holding any of the officer positions created by your charter, constitution, by-laws or any other similar governing document, and, while a resident of the same household, includes that person's spouse.

Such "executive officers" are insureds while using a covered auto described in this provision.

BUSINESS AUTO CONDITIONS
Duties In The Event Of Accident, Claim, Suit Or Loss
The following is added to Section IV, Paragraph A.2.a.:

Policy No: BUA Policy Effective Date: Form No: CNA63359XX (04-2012)Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 13; Page: 3 of 4Underwriting Company: American Casualty Company Of Reading, PA, 151 N Franklin St, Chicago, IL60606© Copyright CNA All Rights Reserved. Includes copyrighted material of the Insurance Services Office, Inc., used with its permission. 7092547367
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Business Auto Policy
Policy Endorsement
(4)
(6)
B.

C.

D.

E.
a.

V.

Your employees may know of an accident or loss. This will not mean that you have such knowledge, unless such accident or loss is known to you or if you are not an individual, to any of your executive officers or partners or your insurance manager.

The following is added to Section IV, Paragraph A.2.b.:

Your employees may know of documents received concerning a claim or suit. This will not mean that you have such knowledge, unless receipt of such documents is known to you or if you are not an individual, to any of your executive officers or partners or your insurance manager.

Transfer Of Rights Of Recovery Against Others To Us
The following is added to Section IV, Paragraph A.5. Transfer Of Rights Of Recovery Against Others To Us:

We waive any right of recovery we may have, because of payments we make for injury or damage, against any person or organization for whom or which you are required by written contract or agreement to obtain this waiver from us.

This injury or damage must arise out of your activities under a contract with that person or organization.

You must agree to that requirement prior to an accident or loss.

Concealment, Misrepresentation or Fraud
The following is added to Section IV, Paragraph B.2.:

Your failure to disclose all hazards existing on the date of inception of this Coverage Form shall not prejudice you with respect to the coverage afforded provided such failure or omission is not intentional.

Other Insurance
The following is added to Section IV, Paragraph B.5.:

Regardless of the provisions of Paragraphs 5.a. and 5.d. above, the coverage provided by this policy shall be on a primary non-contributory basis. This provision is applicable only when required by a written contract.

That written contract must have been entered into prior to Accident or Loss.

Policy Period, Coverage Territory
Section IV, Paragraph B. 7.(5).(a). is revised to provide:
45 days of coverage in lieu of 30 days.

DEFINITIONS
Section V. paragraph C. is deleted and replaced by the following:

Bodily injury means bodily injury, sickness or disease sustained by a person, including mental anguish, mental injury or death resulting from any of these.

Policy No: BUA Policy Effective Date: Form No: CNA63359XX (04-2012)Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 13; Page: 4 of 4Underwriting Company: American Casualty Company Of Reading, PA 151 N Franklin St, Chicago, IL60606© Copyright CNA All Rights Reserved. Includes copyrighted material of the Insurance Services Office, Inc., used with its permission. 7092547367
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Blanket Additional Insured - Owners, Lessees or
Contractors - with Products-Completed
Operations Coverage Endorsement
CNA75079XX (10-16)

Policy No:

Effective Date:

Insured Name: Harris & Associates Inc.

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

This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART
It is understood and agreed as follows:

I. WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this coverage part, but only with respect to liability for bodily injury, property damage or personal and advertising injury caused in whole or in part by your acts or omissions, or the acts or omissions of those acting on your behalf:

A. in the performance of your ongoing operations subject to such written contract; or B. in the performance of your work subject to such written contract, but only with respect to bodily injury or property damage included in the products-completed operations hazard, and only if:

1. the written contract requires you to provide the additional insured such coverage; and

2. this coverage part provides such coverage.

II. But if the written contract requires:

A. additional insured coverage under the 11-85 edition, 10-93 edition, or 10-01 edition of CG2010, or under the 10-01 edition of CG2037; or
B. additional insured coverage with "arising out of" language; or C. additional insured coverage to the greatest extent permissible by law; then paragraph I. above is deleted in its entirety and replaced by the following:

WHO IS AN INSURED is amended to include as an Insured any person or organization whom you are required by written contract to add as an additional insured on this coverage part, but only with respect to liability for bodily injury, property damage or personal and advertising injury arising out of your work that is subject to such written contract.

III. Subject always to the terms and conditions of this policy, including the limits of insurance, the Insurer will not provide such additional insured with:

A. coverage broader than required by the written contract; or B. a higher limit of insurance than required by the written contract.

IV. The insurance granted by this endorsement to the additional insured does not apply to bodily injury, property damage, or personal and advertising injury arising out of:

A. the rendering of, or the failure to render, any professional architectural, engineering, or surveying services, including:

1. the preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; and

2. supervisory, inspection, architectural or engineering activities; or B. any premises or work for which the additional insured is specifically listed as an additional insured on another endorsement attached to this coverage part.

V. Under COMMERCIAL GENERAL LIABILITY CONDITIONS, the Condition entitled Other Insurance is amended to add the following, which supersedes any provision to the contrary in this Condition or elsewhere in this coverage part:
7092556540
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Blanket Additional Insured - Owners, Lessees or
Contractors - with Products-Completed
Operations Coverage Endorsement
CNA75079XX (10-16)

Policy No:

Effective Date:

Insured Name: Harris & Associates Inc.

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

Primary and Noncontributory Insurance
With respect to other insurance available to the additional insured under which the additional insured is a named insured, this insurance is primary to and will not seek contribution from such other insurance, provided that a written contract requires the insurance provided by this policy to be:

1. primary and non-contributing with other insurance available to the additional insured; or

2. primary and to not seek contribution from any other insurance available to the additional insured.

But except as specified above, this insurance will be excess of all other insurance available to the additional insured.

VI. Solely with respect to the insurance granted by this endorsement, the section entitled COMMERCIAL GENERAL LIABILITY CONDITIONS is amended as follows:

The Condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended with the addition of the following:

Any additional insured pursuant to this endorsement will as soon as practicable:

1. give the Insurer written notice of any claim, or any occurrence or offense which may result in a claim;

2. send the Insurer copies of all legal papers received, and otherwise cooperate with the Insurer in the investigation, defense, or settlement of the claim; and

3. make available any other insurance, and tender the defense and indemnity of any claim to any other insurer or self-insurer, whose policy or program applies to a loss that the Insurer covers under this coverage part.

However, if the written contract requires this insurance to be primary and non-contributory, this paragraph

3. does not apply to insurance on which the additional insured is a named insured.

The Insurer has no duty to defend or indemnify an additional insured under this endorsement until the Insurer receives written notice of a claim from the additional insured.

VII. Solely with respect to the insurance granted by this endorsement, the section entitled DEFINITIONS is amended to add the following definition:

Written contract means a written contract or written agreement that requires you to make a person or organization an additional insured on this coverage part, provided the contract or agreement:

A. is currently in effect or becomes effective during the term of this policy; and B. was executed prior to:

1. the bodily injury or property damage; or

2. the offense that caused the personal and advertising injury; for which the additional insured seeks coverage.

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

All other terms and conditions of the Policy remain unchanged.

This endorsement, which forms a part of and is for attachment to the Policy issued by the designated Insurers, takes effect on the effective date of said Policy at the hour stated in said Policy, unless another effective date is shown below, and expires concurrently with said Policy.
7092556540
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Architects, Engineers and Surveyors General Liability
Extension Endorsement
CNA74858XX (1-15)

Policy No:

Effective Date:

Insured Name: Harris & Associates Inc.

Copyright CNA All Rights Reserved. Includes copyrighted materi al of Insurance Services Office, Inc., with its permission. (6) of the Damage to Property Exclusion do not apply to property damage that results from the use of elevators.

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

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

23. RETIRED PARTNERS, MEMBERS, DIRECTORS AND EMPLOYEES
WHO IS INSURED is amended to include as Insureds natural persons who are retired partners, members, directors or employees, but only for bodily injury, property damage or personal and advertising injury that results from services performed for the Named In sured under the Named Insured's direct supervision. All limitations that apply to employees and volunteer workers also apply to anyone qualifying as an Insured under this Provision.

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

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

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

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

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

1. the Named Insured's ongoing operations; or

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

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

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

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

27. WRAP-UP EXTENSION: OCIP, CCIP, OR CONSOLIDATED (WRAP-UP) INSURANCE PROGRAMS Note: The following provision does not apply to any public cons truction project in the state of Oklahoma, nor to any construction project in the state of Alaska, that is not permitted to be insured under a consolidated (wrap- up) insurance program by applicable state statute or regulation. 7092556540
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF Workers Compensation And Employers Liability Insurance
Policy Endorsement
BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERSThis endorsement changes the policy to which it is attached.It is agreed that Part One - Workers’ Compensation Insurance G. Recovery From Others and Part Two - Employers’ Liability Insurance H. Recovery From Others are amended by adding the following:We will not enforce our right to recover against persons or organizations. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.)PREMIUM CHARGE - Refer to the Schedule of OperationsThe charge will be an amount to which you and we agree that is a percentage of the total standard premium for California exposure. The amount is 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. 60606
Policy No: WC Policy Effective Date: Policy Page:Form No: G-19160-B (11-1997)Endorsement Effective Date: Endorsement Expiration Date: Endorsement No: 2; Page: 1 of 1Underwriting Company: American Casualty Company Of Reading, PA 151 N Franklin St, Chicago, IL© Copyright CNA All Rights Reserved. 7092555985
08/01/2024
Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF CNA Paramount Excess and Umbrella LiabilityPolicyPARAMOUNT EXCESS AND UMBRELLA LIABILITY POLICY I.A.

1. 2.a.b.B.1.2.
a.b.

Various provisions in this Policy restrict coverage. Read the entire Policy carefully to determine rights, duties and what is and is not covered.The “Insurer” refers to the insurer providing this insurance as set forth on the Declarations of this Policy. Words and phrases that appear in bold have special meaning. Refer to the section entitled DEFINITIONS.COVERAGESCoverage A - Excess Follow Form LiabilityThe Insurer will pay on behalf of the Insured those damages in excess of the applicable underlying limits. Coverage hereunder will attach only after the full amount of the applicable underlying limits have been exhausted through payment in legal currency of covered loss under all applicable underlying insurance and to which this Coverage A applies.Coverage A under this Policy will then apply in conformance with the provisions of the applicable underlying insurance except for the premium, limits of insurance, deductible, retentions, or any defense obligations and any other terms and conditions specifically set forth in this Policy.Upon exhaustion of the applicable underlying limits, the Insurer shall only pay for damages in excess of the applicable underlying limits. This Coverage A does not provide coverage for any loss not covered by the applicable underlying insurance except and to the extent that such loss is not paid under the applicable underlying insurance solely by reason of the exhaustion of the applicable underlying limitsthrough payment of loss thereunder.This Coverage applies:if the applicable underlying insurance is on an occurrence basis, then only if that which must take place in the policy period of the underlying insurance in order to trigger coverage, takes place during this policy period; andif the applicable underlying insurance is on a claims made basis, then only if:that which must take place in the underlying insurance in order to trigger coverage, takes place after the retroactive date and prior to the end of the policy period; andthe claim is first made during the policy period.Coverage B - Umbrella LiabilityThe Insurer will pay on behalf of the Insured those damages in excess of the retained amount:that an Insured becomes legally obligated to pay because of bodily injury, property damage or personal and advertising injury; orbecause of liability for bodily injury or property damage assumed under an insured contract, provided the bodily injury or property damage occurs subsequent to the execution of such insured contract;and provided that:the bodily injury or property damage occurs during the policy period;the bodily injury or property damage is caused by an occurrence that takes place in the coverage territory; Form No: Policy No:Policy Effective Date:Underwriting Company: CUE 7092552522Policy Page: 1 of 32The Continental Insurance Company, 151 N Franklin St, Chicago, IL 60606CNA75504XX (03-2015)08/01/2024Policy Page: 18 of 58© Copyright CNA All Rights Reserved.

Docusign Envelope ID: CB8ED85B-FD3E-42DE-9776-95508A97CCCF