Finance

CITY OF CHARLESTON West Virginia Council Member – 12th WARD Joseph Jenkins Finance Committee, Chair 839 Gordon Drive Parking Committee, Chair Charleston, West Virginia 25303 Ordinance and Rules Committee 304-575-9202 joseph.jenkins@cityofcharleston.org AGENDA FINANCE COMMITTEE MEETING Monday, March 2, 2026 6:00 PM AV ROOM #308, CITY HALL, CHARLESTON, WV AVAILIABLE TO VIEW VIA LIVESTREAM AT https://charlestonwv.civicclerk.com/web/home.aspx I. DISCUSSION: a. Approval of Previous Minutes 2-17-2026 b. Budget Presentation - Director Wood II. RESOLUTIONS: a. Resolution No. 26-024 - Authorizing the Mayor or City Manager to purchase a new Ford F250 Crew Cab for the Charleston Fire Department from Thornhill Auto Group. b. Resolution No. 26-025 - Authorizing the Mayor or City Manager to purchase a total of 16 laptops for the Charleston Police Department Mobile Data Terminals from Brooks Network Services, LLC. c. Resolution No. 26-026 - Authorizing the Mayor or City Manager to renew its contracts with the West Virginia Counties Group Self Insurance Risk Pool, Inc., DBA West Virginia Communities Risk Pool, for the City’s Risk Management and Property, Casualty, and Cyber Insurance coverage and including all Third Party Administrator Services. d. Resolution No. 26-027 - Authorizing the Mayor or City Manager to renew for 1 year its contracts with Encova Insurance for workers’ compensation insurance coverage; with USI Insurance Services LLC for insurance broker, risk management, and loss control services; and with WVCorp for Third Party Administration services related to legacy workers compensation claims. e. Resolution No. 26-028 – Authorizing the Mayor or City Manager to execute the Stadium License, Lease and Service Agreement First Amendment between the City of Charleston and Charleston Professional Baseball Company, LLC. City Council | 501 Virginia Street, East | Post Office Box 2749 | Charleston, West Virginia 25330 www.charlestonwv.gov | 304.348.8179 | 304.348.8038 fax Page | 1 of  f. Resolution No. 26-029 - Authorizing the Mayor or City Manager to enter into one or more agreements with the Regional Intergovernmental Council to administer various economic and engineering studies for improvements to the Patrick Street Corridor, and to administer the City’s Complete Streets Network study for city-wide bicycle planning and infrastructure improvements. III. THE AGENDA WAS AMENDED ON 2-26-2026 *Meetings may be recorded and broadcast via internet https://charlestonwv.civicclerk.com City Council | 501 Virginia Street, East | Post Office Box 2749 | Charleston, West Virginia 25330 www.charlestonwv.gov | 304.348.8179 | 304.348.8038 fax Page | 2 of  MINUTES FINANCE COMMITTEE MEETING 6:30 P.M., FEBRUARY 17, 2026 AV ROOM #308, CITY HALL Joseph Jenkins, Chair, called the meeting of the Charleston City Council Committee on Finance to order at 6:30 p.m., February 17, 2026. A silent roll was taken by the Clerk and a quorum was established. The following committee members were present: Joseph Jenkins, Chair Brent Burton, Vice Chair Mary Beth Hoover Larry Moore Chad Robinson Shawn Taylor Absent: Becky Ceperley Other Councilmembers present: Frank Annie Chelsea Steelhammer Joe Solomon Emmett Pepper Shannon Snodgrass Beth Kerns Pat Jones Jeanine Faegre Caitlin Cook Harper Gardner I. DISCUSSION: a. Approval of Previous Minutes - Councilmember Burton asked for unanimous consent to dispense with the reading of the minutes for the February 2, 2026 meeting and that they be approved as distributed. There were no objections, and the minutes were approved. 1 Page | 3 of  II. RESOLUTIONS: a. Resolution No. 26-021 – Authorizing the Mayor or City Manager to purchase yellow and white traffic marking paint from Allstate Coatings Company for the Traffic & Transportation and Parking Operations Departments, in the amount of $47,267.55, pursuant to a competitively bid process. Be it Resolved by the Council of the City of Charleston, West Virginia: That the Mayor or City Manager is authorized to purchase traffic marking paint for the Traffic & Transportation and Parking Operations Departments from Allstate Coatings Company, in the amount of $47,267.55, pursuant to a competitive bid process. City Manager Ben Mishoe added that the City makes this purchase annually. 36 barrels of yellow paint and 33 barrels of white paint will be purchased. Councilmember Burton moved to approve the Resolution. With members present recorded thereon as voting unanimously in the affirmative, Chairperson Jenkins declared Resolution No. 26-021 approved. 2 Page | 4 of  b. Resolution No. 26-022 – Authorizing the Mayor or City Manager to purchase a total of three ambulances for the Charleston Fire Department from Atlantic Emergency Solutions in the amount of $247,389.00 each, for a total price of $742,167.00, to replace ambulances in the regular rotation schedule, where the price was determined pursuant to a competitively sourced Sourcewell contract. Be it Resolved by the Council of the City of Charleston, West Virginia: That the Mayor or City Manager is authorized to purchase a total of three ambulances for the Charleston Fire Department from Atlantic Emergency Solutions in the amount of $247,389.00 each, for a total price of $742,167.00, to replace ambulances in the regular rotation schedule, where the price was determined pursuant to a competitively sourced Sourcewell contract. Mishoe added that 2 of the ambulances were originally budgeted in FY2025. The purchases came in under budget. Councilmember Jenkins confirmed that the new ambulances will likely be replacing the oldest ambulances. Councilmember Robinson confirmed that the ambulances being rotated out will be sold through the usual process. Councilmember Burton moved to approve the Resolution. With members present recorded thereon as voting unanimously in the affirmative, Chairperson Jenkins declared Resolution No. 26-022 approved. 3 Page | 5 of  c. Resolution No. 26-023 – Authorizing the Mayor or City Manager to purchase a card access reader system from Motorola Solutions in the amount of $64,351.60 to replace the system throughout City Hall, where the price was determined pursuant to a competitively sourced Sourcewell contract. This was budgeted in FY2026 to replace the outdated system and will ensure CJIS compliance. Be it Resolved by the Council of the City of Charleston, West Virginia: That the Mayor or City Manager is authorized to purchase a card access reader system from Motorola Solutions in the amount of $64,351.60 to replace the system throughout City Hall, where the price was determined pursuant to a competitively sourced Sourcewell contract. Mishoe added that the current card system is old and outdated to the point where the readers are experiencing problems. Councilmember Jenkins confirmed that City Hall is Phase 1, then likely Roll Call and Morris Street, etc. Councilmember Burton moved to approve the Resolution. With members present recorded thereon as voting unanimously in the affirmative, Chairperson Jenkins declared Resolution No. 26-023 approved. Councilmember Burton motioned to adjourn the meeting. Meeting adjourned. 4 Page | 6 of  Resolution No. 26-024 Introduced in Council: Adopted by Council: March 2, 2026 Introduced by: Referred to: Joseph Jenkins Finance 1 Resolution No. 26-024 – Authorizing the Mayor or City Manager to purchase a new Ford F250 2 Crew Cab for the Charleston Fire Department from Thornhill Auto Group in the amount of 3 $49,335.00, to replace safety officer vehicle, pursuant to a competitively bid statewide 4 contract. 5 6 Be it Resolved by the Council of the City of Charleston, West Virginia: 7 8 That the Mayor or City Manager is authorized to purchase a new Ford F250 Crew Cab for the 9 Charleston Fire Department from Thornhill Auto Group in the amount of $49,335.00, to replace 10 safety officer vehicle, pursuant to a competitively bid statewide contract. 11 Page | 7 of  INSTRUCTIONS: This form must be submitted to the City Manager’s Office for any purchase of materials or supplies costing $5,000 or more. A minimum of 3 quotes is required for this form. CITY OF CHARLESTON Purchase Request 2/23/2026 Date: _____________ To: CITY MANAGER, I request permission to purchase the following materials and/or supplies: _________________________ Ford F250 crew cab _____________________________________________________________________________________ _____________________________________________________________________________________ Replacement of safety officer vehicle. Purchase justification: __________________________________________________________________ State of West Virginia contract MC26TRUCK26B. _____________________________________________________________________________________ _____________________________________________________________________________________ $49,335.00 If approved, the total purchase price will be: ________________________ (Check One) The price is less than the $25,000 permitted for purchases without advertising for bids and needing approval from City Council. I have not purposefully split the purchase request to keep the purchase under the $25,000 threshold and have not favored a particular vendor. I have not shared competitive information with any vendor(s). The proposed vendor is a sole source provider for the materials/supplies requested. (Skip to ITEM A on page 2.) Page | 8 of I have contacted the following responsible vendors and have attached their written quotes for the requested item(s): (Minimum of 3 Quotes Required) 1. Thornhill Auto Group __________________________________ 49,335.00 Price Quote: $_________________ 2. __________________________________ Price Quote: $_________________ 3. __________________________________ Price Quote: $_________________ 4. __________________________________ Price Quote: $_________________ 5. __________________________________ Price Quote: $_________________ Thornhill Auto Group The apparent low-bid vendor meeting specifications is: __________________________________ AND ✔ The low-bid vendor is not delinquent on any financial obligations owed to the City of Charleston according to the City Collector’s records, and I recommend authorizing the purchase through the low-bid vendor. Outside city limits. OR I recommend not contracting with the lowest bidder meeting specifications and instead recommend contracting with ______________________________ because: _______________________________________________________________________________ _______________________________________________________________________________ Additionally, the recommended vendor is not delinquent on any financial obligations owed to the City of Charleston according to the City Collector’s records. ITEM A (For Sole Source Procurements ONLY) Explain what is unique about this vendor/brand and why your department must purchase this product: _____________________________________________________________________________________ _____________________________________________________________________________________ ____________________________________________________________________________________ Identify at least 1 independent third party who has verified the vendor is a sole source for the item(s) requested to be purchased, and submit his/her written opinion regarding the vendor’s sole source status: (Name & Phone Number)_______________________________________ 2 Page | 9 of REQUESTOR’S DECLARATION I declare that I have fully complied with the letter and intent of the City Code as it pertains to procurement and have exercised reasonable precaution to procure the item(s) requested above at the lowest price, consistent with good service and quality. I also declare that I have no personal or business relationship with the listed vendor(s) that would be considered a conflict of interest, except as follows: (List Actual, Potential, or Perceived Conflicts of Interest) ______________________________________ _____________________________________________________________________________________ City Manager’s Office Bernice A. Freas for CFD Department: ___________________________ Request Submitted By: _________________________ Is this purchase being paid with grant funds? Yes ✔ No ************************************************************************************* Funds Approval: _________________________ Date: ______________ Authorized Financial Officer 976C11 645900 (FY2026 budget) Account Number: _____________________________________________________________________ City Manager Approval: ______________________________ Date:_____________________ 3 Page | 10 of Page | 11 of Page | 12 of Page | 13 of Page | 14 of Page | 15 of Page | 16 of Page | 17 of Page | 18 of Page | 19 of Page | 20 of Page | 21 of Page | 22 of Page | 23 of Page | 24 of Page | 25 of Page | 26 of Page | 27 of Page | 28 of Page | 29 of Page | 30 of Page | 31 of Page | 32 of Page | 33 of Page | 34 of Page | 35 of Page | 36 of Page | 37 of Page | 38 of Page | 39 of Page | 40 of Page | 41 of Page | 42 of Page | 43 of Page | 44 of  Resolution No. 26-025 Introduced in Council: Adopted by Council: March 2, 2026 Introduced by: Referred to: Joseph Jenkins Finance 1 Resolution No. 26-025 – Authorizing the Mayor or City Manager to purchase a total of sixteen 2 GETAC S410 laptops for the Charleston Police Department Mobile Data Terminals from Brooks 3 Network Services, LLC in the amount of $2,679.00 each, for a total price of $42,864.00, to 4 furnish new fleet vehicles, where the price was determined pursuant to a competitively sourced 5 Sourcewell contract. 6 7 Be it Resolved by the Council of the City of Charleston, West Virginia: 8 9 That the Mayor or City Manager is authorized to purchase a total of sixteen GETAC S410 laptops 10 for the Charleston Police Department Mobile Data Terminals from Brooks Network Services, 11 LLC in the amount of $2,679.00 each, for a total price of $42,864.00, to furnish new fleet 12 vehicles, where the price was determined pursuant to a competitively sourced Sourcewell 13 contract. Page | 45 of  INSTRUCTIONS: This form must be submitted to the City Manager’s Office for any purchase of materials or supplies costing $5,000 or more. A minimum of 3 quotes is required for this form. CITY OF CHARLESTON Purchase Request 2/23/2026 Date: _____________ To: CITY MANAGER, I request permission to purchase the following materials and/or supplies: _________________________ 16 GETAC S410 laptops _____________________________________________________________________________________ _____________________________________________________________________________________ To furnish new fleet and take home vehicles. Purchase justification: __________________________________________________________________ Sourecwell contract 090122-GET. _____________________________________________________________________________________ _____________________________________________________________________________________ $42,864.00 If approved, the total purchase price will be: ________________________ (Check One) The price is less than the $25,000 permitted for purchases without advertising for bids and needing approval from City Council. I have not purposefully split the purchase request to keep the purchase under the $25,000 threshold and have not favored a particular vendor. I have not shared competitive information with any vendor(s). The proposed vendor is a sole source provider for the materials/supplies requested. (Skip to ITEM A on page 2.) Page | 46 of I have contacted the following responsible vendors and have attached their written quotes for the requested item(s): (Minimum of 3 Quotes Required) 1. Brooks Network Services, LLC __________________________________ 42,864.00 Price Quote: $_________________ 2. __________________________________ Price Quote: $_________________ 3. __________________________________ Price Quote: $_________________ 4. __________________________________ Price Quote: $_________________ 5. __________________________________ Price Quote: $_________________ Brooks Network Services, LLC The apparent low-bid vendor meeting specifications is: __________________________________ AND ✔ The low-bid vendor is not delinquent on any financial obligations owed to the City of Charleston according to the City Collector’s records, and I recommend authorizing the purchase through the low-bid vendor. Outside city limits. OR I recommend not contracting with the lowest bidder meeting specifications and instead recommend contracting with ______________________________ because: _______________________________________________________________________________ _______________________________________________________________________________ Additionally, the recommended vendor is not delinquent on any financial obligations owed to the City of Charleston according to the City Collector’s records. ITEM A (For Sole Source Procurements ONLY) Explain what is unique about this vendor/brand and why your department must purchase this product: _____________________________________________________________________________________ _____________________________________________________________________________________ ____________________________________________________________________________________ Identify at least 1 independent third party who has verified the vendor is a sole source for the item(s) requested to be purchased, and submit his/her written opinion regarding the vendor’s sole source status: (Name & Phone Number)_______________________________________ 2 Page | 47 of REQUESTOR’S DECLARATION I declare that I have fully complied with the letter and intent of the City Code as it pertains to procurement and have exercised reasonable precaution to procure the item(s) requested above at the lowest price, consistent with good service and quality. I also declare that I have no personal or business relationship with the listed vendor(s) that would be considered a conflict of interest, except as follows: (List Actual, Potential, or Perceived Conflicts of Interest) ______________________________________ _____________________________________________________________________________________ City Manager’s Office Bernice A. Freas for CPD Department: ___________________________ Request Submitted By: _________________________ Is this purchase being paid with grant funds? Yes ✔ No ************************************************************************************* Funds Approval: _________________________ Date: ______________ Authorized Financial Officer 976C10 645900 (FY2026 budget) Account Number: _____________________________________________________________________ City Manager Approval: ______________________________ Date:_____________________ 3 Page | 48 of Page | 49 of Page | 50 of 


          090122-GET Solicitation Number: 090122 CONTRACT This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Getac, Inc., 15495 Sand Canyon Ave., Suite 350, Irvine, CA 92618 (Supplier). Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada. Sourcewell issued a public solicitation for Law Enforcement Equipment from which Supplier was awarded a contract. Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities). 1. TERM OF CONTRACT A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below. B. EXPIRATION DATE AND EXTENSION. This Contract expires November 7, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier. C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract. 2. EQUIPMENT, PRODUCTS, OR SERVICES A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. Rev. 3/2022 1 Page | 51 of 


          090122-GET Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract. All Equipment and Products provided under this Contract must be new and the current model. Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site. This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed. B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in materials and workmanship. In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity. C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information. 3. PRICING All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal. When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location. Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase. A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be Rev. 3/2022 2 Page | 52 of 


          090122-GET returned within a reasonable time at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity. Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition. Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products. B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid tax- exemption certification(s). When ordering, a Participating Entity must indicate if it is a tax- exempt entity. C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract. When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below. Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities. 4. PRODUCT AND PRICING CHANGE REQUESTS Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator. At a minimum, the request must: x Identify the applicable Sourcewell contract number; x Clearly specify the requested change; x Provide sufficient detail to justify the requested change; Rev. 3/2022 3 Page | 53 of 


          090122-GET x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged. A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference. 5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source. Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract. B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at government- owned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws. 6. PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell Rev. 3/2022 4 Page | 54 of 


          090122-GET contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity. B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract. C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as e- commerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement. D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events: 1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or 2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements. E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase. 7. CUSTOMER SERVICE A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for: Rev. 3/2022 5 Page | 55 of 


          090122-GET x Maintenance and management of this Contract; x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable. B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information. 8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made). The Report must contain the following fields: x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address; x Participating Entity City; x Participating Entity State/Province; x Participating Entity Zip/Postal Code; x Participating Entity Contact Name; x Participating Entity Contact Email Address; x Participating Entity Contact Telephone Number; x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description; x Item Purchased Price; x Sourcewell Administrative Fee Applied; and x Date Purchase was invoiced/sale was recognized as revenue by Supplier. B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased Rev. 3/2022 6 Page | 56 of 


          090122-GET by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter. Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract. In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date. 9. AUTHORIZED REPRESENTATIVE Sourcewell's Authorized Representative is its Chief Procurement Officer. Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing. 10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract. B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties. D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties. Rev. 3/2022 7 Page | 57 of 


          090122-GET E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern. F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent. 11. INDEMNITY AND HOLD HARMLESS Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees, harmless from any claims or causes of action, including attorneys’ fees incurred by Sourcewell or its Participating Entities, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees; this indemnification includes injury or death to person(s) or property alleged to have been caused by some defect in the Equipment, Products, or Services under this Contract to the extent the Equipment, Product, or Service has been used according to its specifications. Supplier is not liable in any event for consequential damages. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law. 12. GOVERNMENT DATA PRACTICES Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract. 13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY 1. Grant of License. During the term of this Contract: a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier. b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell. Rev. 3/2022 8 Page | 58 of 


          090122-GET 2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees. 3. Use; Quality Control. a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos. b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated. 4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions. B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract. C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract. D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services. 14. GOVERNING LAW, JURISDICTION, AND VENUE The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota. Rev. 3/2022 9 Page | 59 of 


          090122-GET 15. FORCE MAJEURE Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default. 16. SEVERABILITY If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed. 17. PERFORMANCE, DEFAULT, AND REMEDIES A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows: 1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties. 2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue. 3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs, with the exception of consequential damages, incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed. B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default: 1. Nonperformance of contractual requirements, or 2. A material breach of any term or condition of this Contract. The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may: Rev. 3/2022 10 Page | 60 of 


          090122-GET x Exercise any remedy provided by law or equity, or x Terminate the Contract or any portion thereof, including any orders issued against the Contract. 18. INSURANCE A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following: 1. Workers’ Compensation and Employer’s Liability. Workers’ Compensation: As required by any applicable law or regulation. Employer's Liability Insurance: must be provided in amounts not less than listed below: Minimum limits: $500,000 each accident for bodily injury by accident $500,000 policy limit for bodily injury by disease $500,000 each employee for bodily injury by disease 2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract. Minimum Limits: $1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury $2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate 3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent. Minimum Limits: $1,000,000 each accident, combined single limit Rev. 3/2022 11 Page | 61 of 


          090122-GET 4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile. Minimum Limits: $2,000,000 5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service. Minimum limits: $2,000,000 per occurrence $2,000,000 annual aggregate Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default. B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf. Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract. C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other Rev. 3/2022 12 Page | 62 of 


          090122-GET insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors. E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention. 19. COMPLIANCE A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold. B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities. 20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing. Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time. 21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER UNITED STATES FEDERAL AWARDS OR OTHER AWARDS Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all Rev. 3/2022 13 Page | 63 of 


          090122-GET references to “federal” should be interpreted to mean the United States federal government. The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds. A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60- 1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference. B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by non- federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions. C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5). Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of Rev. 3/2022 14 Page | 64 of 


          090122-GET not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above. E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above. F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any Rev. 3/2022 15 Page | 65 of 


          090122-GET person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352). H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act. J. BUY AMERICAN PROVISIONS COMPLIANCE. To the extent applicable, Supplier must comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition. K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents. L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. Rev. 3/2022 16 Page | 66 of 


          090122-GET M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval. N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by a Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user. O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity. P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments. Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested. R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S. Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism. S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216. T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322. 22. CANCELLATION Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Rev. 3/2022 17 Page | 67 of 


          090122-GET Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation. Sourcewell Getac, Inc. By: __________________________ By: __________________________ Jeremy Schwartz Hsin Jung-Lu Title: Chief Procurement Officer Title: VP Finance & Business Services 

 

 

 

 Date: ________________________ Date: ________________________ Approved: By: __________________________ Chad Coauette Title: Executive Director/CEO 

 

 Date: ________________________ Rev. 3/2022 18 Page | 68 of 


          5)3/DZ(QIRUFHPHQW(TXLSPHQW  9HQGRU'HWDLOV &RPSDQ\1DPH *HWDF,QF 'RHV\RXUFRPSDQ\FRQGXFW EXVLQHVVXQGHUDQ\RWKHUQDPH",I *HWDF9LGHR6ROXWLRQV \HVSOHDVHVWDWH 6DQG&DQ\RQ'ULYH6XLWH $GGUHVV ,UYLQH&$ &RQWDFW 7DPP\7XEEV (PDLO FRQWUDFWDGPLQLVWUDWRUBXV#JHWDFFRP 3KRQH  )D[  +67  6XEPLVVLRQ'HWDLOV &UHDWHG2Q 7XHVGD\$XJXVW 6XEPLWWHG2Q :HGQHVGD\$XJXVW 6XEPLWWHG%\ 7DPP\7XEEV (PDLO FRQWUDFWDGPLQLVWUDWRUBXV#JHWDFFRP 7UDQVDFWLRQ HDFHDDFFHHDII 6XEPLWWHU V,3$GGUHVV  Bid Number: RFP 090122 Vendor Name: Getac, Inc. Page | 69 of 


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          Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary. Line Item Category or Type Offered Comments 71 Law Enforcement duty gear Yes N/A * No 72 Traffic safety enforcement equipment, devices, and Yes Getac solutions are built to instruments No improve upon the computer-aided dispatch software (CAD) and police records management system (RMS) you already use. Writing citations, collision reports, and DUI arrest reports has never been easier thanks to Getac solutions. With our rugged devices, you can write, sync, and submit all the documents required from the field electronically, saving * time, and reducing errors. Getac rugged devices are built with law enforcement in mind, providing you access to information to stay situationally aware as you protect and serve. Whether on patrol or during an emergency, Getac devices allow you to remain in contact with command, dispatch, and your fellow officers to make sure everyone is safe and informed. 73 Crime scene management and evidence collection Yes N/A * equipment and supplies No 74 Tactical and EOD equipment (with the exception of those Yes ANSI rated rugged devices * items excluded in subsections 2. or 3. of RFP) No available for EOD environments 75 Services related to the offering of the solutions in Yes N/A subsections above, such as training, installation, testing, No * maintenance, warranty programs, and technical support Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text. Bid Number: RFP 090122 Vendor Name: Getac, Inc. Page | 89 of 


          Documents Ensure your submission document(s) conforms to the following: 1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided. 2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell. 3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell. 4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - Sourcewell Pricing Page_Final.pdf - Wednesday August 31, 2022 13:23:12 Financial Strength and Stability - Financial Review Form.pdf - Tuesday August 09, 2022 14:38:46 Marketing Plan/Samples - Marketing Plan.pdf - Wednesday August 31, 2022 12:37:18 WMBE/MBE/SBE or Related Certificates (optional) Warranty Information - Warranty Details.pdf - Tuesday August 09, 2022 17:33:13 Standard Transaction Document Samples - Sample Quote.pdf - Wednesday August 31, 2022 11:28:20 Upload Additional Document - Getac-All in One-US-July2022.pdf - Wednesday August 10, 2022 17:29:18 Bid Number: RFP 090122 Vendor Name: Getac, Inc. Page | 90 of 


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          E\WKH6WDWHRI0LQQHVRWDWKH8QLWHG6WDWHVIHGHUDOJRYHUQPHQWRUWKH&DQDGLDQJRYHUQPHQWDVDSSOLFDEOHRUDQ\ 3DUWLFLSDWLQJ(QWLW\9HQGRUFHUWLILHVDQGZDUUDQWVWKDWQHLWKHULWQRULWVSULQFLSDOVKDYHEHHQFRQYLFWHGRIDFULPLQDORIIHQVH UHODWHGWRWKHVXEMHFWPDWWHURIWKLVVROLFLWDWLRQ %\FKHFNLQJWKLVER[,DFNQRZOHGJHWKDW,DPERXQGE\WKHWHUPVRIWKH3URSRVHU¶V$IILGDYLWKDYHWKHOHJDODXWKRULW\WRVXEPLWWKLV 3URSRVDORQEHKDOIRIWKH3URSRVHUDQGWKDWWKLVHOHFWURQLFDFNQRZOHGJPHQWKDVWKHVDPHOHJDOHIIHFWYDOLGLW\DQGHQIRUFHDELOLW\DVLI, KDGKDQGVLJQHGWKH3URSRVDO7KLVVLJQDWXUHZLOOQRWEHGHQLHGVXFKOHJDOHIIHFWYDOLGLW\RUHQIRUFHDELOLW\VROHO\EHFDXVHDQHOHFWURQLF VLJQDWXUHRUHOHFWURQLFUHFRUGZDVXVHGLQLWVIRUPDWLRQ7DPP\7XEEV&DSWXUH0DQDJHU*HWDF,QF 7KH3URSRVHUGHFODUHVWKDWWKHUHLVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWUHODWLQJWRWKHSUHSDUDWLRQRILWVVXEPLVVLRQDQGRUWKH 3URSRVHUIRUHVHHVDQDFWXDORUSRWHQWLDO&RQIOLFWRI,QWHUHVWLQSHUIRUPLQJWKHFRQWUDFWXDOREOLJDWLRQVFRQWHPSODWHGLQWKHELG <HV 1R 7KH%LGGHUDFNQRZOHGJHVDQGDJUHHVWKDWWKHDGGHQGXPDGGHQGDEHORZIRUPSDUWRIWKH%LG'RFXPHQW &KHFNWKHER[LQWKHFROXPQ,KDYHUHYLHZHGWKLVDGGHQGXPEHORZWRDFNQRZOHGJHHDFKRIWKHDGGHQGD ,KDYHUHYLHZHGWKH EHORZDGGHQGXPDQG )LOH1DPH 3DJHV DWWDFKPHQWV LI DSSOLFDEOH $GGHQGXPBB/DZB(QIRUFHPHQWB(TXLSPHQWB5)3B  :HG$XJXVW30 $GGHQGXPBB/DZB(QIRUFHPHQWB(TXLSPHQWB5)3B  :HG$XJXVW30 $GGHQGXPBB/DZB(QIRUFHPHQWB(TXLSPHQWB5)3B  7XH$XJXVW$0 $GGHQGXPBB/DZB(QIRUFHPHQWB(TXLSPHQWB5)3B  :HG$XJXVW$0 $GGHQGXPBB/DZB(QIRUFHPHQWB(TXLSPHQWB5)3B  0RQ-XO\30 Bid Number: RFP 090122 Vendor Name: Getac, Inc. Page | 92 of Getac #090122-GET Pricing for contract #090122-GET is provided to Sourcewell participating agencies at the following discounts. Rugged Laptop 15% off MSRP Rugged Tablet 10% off MSRP Rugged Handheld PC (Android) 10% off MSRP Accessories/Peripherals 10% off MSRP Warranty 10% off MSRP Services 5% off MSRP Video Body Worn Camera 10% off MSRP In-Car/Interview Room Camera 10% off MSRP Video Accessories 10% off MSRP Video Warranty 10% off MSRP Video Services 5% off MSRP Page | 93 of  Resolution No. 26-026 Introduced in Council: Adopted by Council: March 2, 2026 Introduced by: Referred to: Becky Ceperley Finance 1 Resolution No. 26-026 - Authorizing the Mayor or City Manager, subject to final review by the 2 City Attorney, to renew its contracts with the West Virginia Counties Group Self Insurance Risk 3 Pool, Inc., DBA West Virginia Communities Risk Pool, at a price of $1,181,783 for the City’s Risk 4 Management and Property, Casualty, and Cyber Insurance coverage and including all Third 5 Party Administrator (TPA) Services for those lines of coverage for the period March 31, 2026 6 through March 31, 2027, in accordance with the costs and coverages in Exhibit A. Underinsured 7 motorists coverage is specifically rejected. Uninsured motorists coverage with statutory 8 minimum limits of $25,000/$50,000/$25,000 is accepted only. 9 10 Be it Resolved by the Council of the City of Charleston, West Virginia: 11 12 That the Mayor or City Manager is authorized, subject to final review by the 13 City Attorney, to renew its contracts with the West Virginia Counties Group Self Insurance Risk 14 Pool, Inc., DBA West Virginia Communities Risk Pool, at a price of $1,181,783 for the City’s Risk 15 Management and Property, Casualty, and Cyber Insurance coverage and including all Third 16 Party Administrator (TPA) Services for those lines of coverage for the period March 31, 2026 17 through March 31, 2027, in accordance with the costs and coverages in Exhibit A. Underinsured 18 motorists coverage is specifically rejected. Uninsured motorists coverage with statutory 19 minimum limits of $25,000/$50,000/$25,000 is accepted only. Page | 94 of Self Insurance Proposal February 13, 2026 City of Charleston Package coverages, terms, conditions, and exclusions are only briefly outlined. For complete provisions, please refer to the coverage contract. For additional information, please contact: Member Services at (844) 986-2705 or info@riskprograms.com 1 Page | 95 of  Welcome to WVcorp The first and only public entity risk pool in West Virginia WVcorp was established in 2007 at the request of West Virginia counties seeking to break from the status quo of the commercial insurance industry and assert more control over their risk management and coverage needs. Today, we are the largest self-insurance risk pool for public entities in the state. We provide coverage to more counties and county-related agencies than any other provider, and we attribute our extraordinary success to the strength of our members. As a member, you are so much more than a customer. You are a part of WVcorp itself! Our membership is at the heart of everything we do, and this focus has driven us to emerge as a leader in developing coverage solutions. We are a one-stop-shop when it comes to safeguarding your peace of mind - capable of addressing all of your risk management needs. WVcorp provides the most comprehensive coverages available. Period. WVcorp Coverages • Property • Business Auto • Workers' Compensation • Inland Marine • General Liability • Cyber Liability • Equipment Breakdown • Public Officials Liability • Environmental Liability • Crime • Law Enforcement Liability • Excess Limits WVcorp.org 888-822-6772 2 Page | 96 of 3 Page | 97 of 4 Page | 98 of 5 Page | 99 of  City of Charleston Contribution Summary Form Coverage Deductible Contribution Property : Special Form; Replacement Cost (or stated otherwise); No Coinsurance; Blanket $50,000 $306,479 Inland Marine : Replacement Cost if Scheduled, otherwise Actual Cash Value $50,000 $49,672 Equipment Breakdown $5,000 $30,771 General Liability : $1,000,000 Combined Single Limit; Occurrence Form; No Annual $300,000 $293,436 Aggregate; Non-Audited Law Enforcement Liability : $1,000,000 Limit $300,000 Included Public Officials Liability : $1,000,000 Limit Each Wrongful Act $300,000 $92,511 Automobile : $1,000,000 Liability for Owned Autos; Coverage Level per Schedule; $50,000- Comp $50,000- Collision $167,138 Automatic Coverage for Additions; Non-Audited $300,000- Liability Crime : Blanket $1,000,000 Faithful Performance; In/Out Robbery; Counterfeit; Forgery; $50,000 $5,000 Computer Fraud; Telephone Toll Fraud $25,000 sublimit Excess Liability : Refer to the proposal page for limit information. Underlying limits must None $181,776 be exhausted before excess liability is available for losses. Environmental Liability : $500,000 Limit $300,000 Included Cyber Risk : $5,000,000 Limit $50,000 $55,000 Grand Total Annual Contribution $1,181,783 Total Contribution Due $1,181,783 STOP LOSS P&C $1,200,000 STOP LOSS LIMIT P&C $1,000,000 • All TPA Services Included WVcorp Member Agreement assessment provision language located under section 15, paragraphs 3 and 4 is waived in the event this is selected 6 Page | 100 of  Property WVcorp provides members with the most extensive property coverage available. Property coverage is Special Form specifically drafted for public entities; all perils are covered except those specifically excluded. Buildings and Contents Total Building Values $ 455,302,809 Total Contents Values $ 10,930,007 Business Income / Extra Expense ($100,000 Automatic or as scheduled) $ 4,000,000 Coverage Includes: (no additional charge)* Back-up of Sewers & Drains: $1,000,000 Limit Debris Removal: $20,000,000 Pool Limit Pollutant Clean-up and Removal: $500,000 Pool Limit Newly Acquired Property: $10,000,000 Limit (up to 120 Days) When timely reported, covered until renewal at no additional charge if under $500,000 in value; additional charge for new values above $500,000 Property in Transit: $5,000,000 Pool Limit Utility Services Time Element: $2,000,000 Pool Limit Building Ordinance/Increased Cost of Construction/Demolition: up to $20,000,000 Pool Limit Earthquake, Volcanic Eruption, Landslide, and Mine Subsidence: up to $10,000,000 Pool Limit Flood (if outside the 100 year flood plain): up to $10,000,000 Pool Limit Architect & Engineering fees for plans, specifications, and supervision included upon replacement Error in Reporting Provision Improvements and Betterments to buildings leased by the member Signs, fences, light poles, antenna, masts, and towers; retaining walls are covered within 1,000 feet of the premises provided their values are included in the schedule *Does not apply to properties valued at Actual Cash Value (ACV) Coverage Available (Additional Charge): Builders’ Risk during building construction (Optional - must be reported) Perils Covered Special Form; specifically drafted for public entities; all perils are covered except those specifically excluded. Flood (if outside the 100 year flood plain) and Earthquake are included. Valuation Building & Contents – Replacement Cost, except vacant property at Actual Cash Value or stated otherwise Business Income - Actual Loss Sustained Other Terms Blanket Limit No Coinsurance Vacant Buildings must be reported. If vacant building becomes occupied, please notify WVcorp to ensure proper coverage is in place. Deductibles (Per Occurrence) $50,000 Building & Contents $50,000 Flood $50,000 Earthquake 8 Page | 101 of  Definitions Replacement Cost (RC): The cost to repair, rebuild, or replace, at the same site, lost, damaged, or destroyed property, with other property of comparable size, material, and quality; or the applicable Limit of Coverage. Actual Cash Value (ACV): The cost to repair, rebuild, or replace lost or damaged property, at the time and place of the loss, with other property of comparable size, material and quality, less allowance for physical deterioration, depreciation, obsolescence, and depletion. Functional Replacement Cost: The cost of repairing or replacing damaged or stolen property with the same kind or quality; or comparable new property as of the time of loss; or applicable Limit of Coverage. Vacant: A building that does not contain adequate Covered Property to conduct customary business operations. 9 Page | 102 of  Inland Marine Inland Marine is property coverage for movable or specialized types of property and equipment. Electronic Data Processing (EDP) covers direct physical loss to member-owned computer equipment, phone systems, fax machines, printers, and copiers. Inland Marine Total Inland Marine Value (Per Schedule) $ 180,358,780 Computers / Electronic Data Processing (EDP) Hardware (Per Schedule) $ 1,115,000 Software (Per Schedule) Included Perils Covered Special Form; specifically drafted for public entities; all perils are covered, except those specifically excluded. Electronic Data Processing (EDP) includes electrical and mechanical breakdown. Valuation Inland Marine – Replacement Cost if scheduled, otherwise Actual Cash Value except: Electronic Data Processing (EDP) - Functional Replacement Cost, if scheduled at 100% replacement values - otherwise Actual Cash Value. Deductible See Schedule Definitions Replacement Cost (RC): The cost to repair, rebuild, or replace, at the same site, lost, damaged, or destroyed property, with other property of comparable size, material, and quality; or the applicable Limit of Coverage. Actual Cash Value (ACV): The cost to repair, rebuild, or replace lost or damaged property, at the time and place of the loss, with other property of comparable size, material and quality, less allowance for physical deterioration, depreciation, obsolescence, and depletion. Functional Replacement Cost: The cost of repairing or replacing damaged or stolen property with the same kind or quality; or comparable new property as of the time of loss; or applicable Limit of Coverage. 10 Page | 103 of Equipment Breakdown Equipment Breakdown is comprehensive coverage for direct damage to covered equipment. Examples of covered equipment include: air conditioning and refrigeration equipment, boilers and pressure vessels (air tanks, hot water tanks, cookers, furnaces), communication systems, and electrical equipment (compressors, fans, system motors). Coverage includes the expense of inspections and certification of boilers and air compressors as required by the Department of Labor and Industry Limits $50,000,000 Limit Per Breakdown; includes Property Damage, Business Income and Extra Expense $1,000,000 Newly Acquired Property (up to 90 Days) $1,000,000 Demolition (Coverage B) $1,000,000 Increased Cost of Construction (Coverage C) $1,000,000 Service Interruption $250,000 Spoilage Damage $100,000 Electronic Data or Media Damage Covered Events Property losses ranging from air conditioning equipment and HVAC systems to electrical equipment, including system motors, compressors, refrigeration equipment, fans, switchboards, coils, pipes and air conditioning vessels. Deductibles 24 Hours Business Income Loss $5,000 Per Occurrence 11 Page | 104 of  General Liability WVcorp general liability coverage provides the broadest protection for public entities in West Virginia. WVcorp coverage provides protection from claims or suits for personal injury or property damage. Excess limits available Basis of Contribution Net Operating Expense $ 64,919,237 Limits $1,000,000 Combined Single Limit for Bodily Injury and Property Damage - Each Occurrence No Annual Aggregate Additional Coverages Failure to Supply (No Sublimit) Sidetrack Agreements including Railroads Contractual Liability for Covered Contracts Personal Injury and Advertising Liability Broad Form Property Damage Liability Incidental Medical Malpractice Limited Worldwide Liability Owned Watercraft under 51 feet Products/Completed Operations Punitive Damages Covered in Most Cases Employee Benefits Liability Deductible $300,000 Per Occurrence 12 Page | 105 of  Cyber Risk WVcorp members are covered for online privacy matters (including identity theft), losses due to network security breaches (including hacking and viruses), copyright infringement, and online slander or libel, among other issues. Increased limits available Limits $5,000,000 Per Occurrence and Aggregate - Per Member Coverages Network Security, Privacy, and Data Breach Liability Liability for unauthorized access to the computer network, including personal identifying information such as social security numbers, credit card numbers, etc. Liability for transmission of a computer virus Multimedia Liability Copyright/trademark infringement, invasion of privacy, plagiarism, libel and slander through website or social media Regulatory Liability Liability, including defense costs, resulting from a claim by an official regulatory agency or governmental body as a result of a security breach or privacy breach or breach of privacy regulations Includes civil and/or administrative penalties or fines imposed by an official regulatory agency or governmental body Data Breach Incident Response Expenses paid to third party service providers arising from a data breach for legal services, notification expenses, fraud monitoring and resolution services, call center services, public relations services, and computer forensic services. Data Restoration Costs to restore, compile or replace data Reasonable and necessary costs and expenses to determine scope of breach Costs paid to restore, compile or replace data to a third party as a result of a network security breach or cyber extortion event Cyber Extortion Reimbursement of reasonable costs and expenses resulting from request for money to avoid damage, destruction, corruption or introduction of a computer virus, a malicious code or denial of service Social Engineering Fraud Covers financial loss relating to a social engineering event whereby an employee is instructed to move funds to another bank fraudulently PCI DSS Fines Covers PCI contractual costs and regulatory fines following a security or privacy event Deductible $50,000 Per Claim 13 Page | 106 of Environmental Liability WVcorp provides members with liability protection for first and third party environmental liabilities. Coverage for third party cleanup involving above ground pollution exposures is included. Limits $500,000 Each Incident and Aggregate - Per Member $1,000,000 Pool Aggregate Coverages Third Party Clean-up for above ground pollution exposures, such as: Water & Sewer Operations Transfer Stations Spraying of Pesticides and Herbicides Golf Courses Above Ground Storage Tanks Exclusions * Underground Storage Tanks Landfills * WVcorp will place coverage for these excluded exposures through a commercial carrier, if requested. Deductible $300,000 Per Occurrence 14 Page | 107 of  Law Enforcement Liability WVcorp Law Enforcement Liability provides protection from allegations arising from law enforcement operations. Limit $1,000,000 Personal Injury, Property Damage, or Wrongful Act – Per Occurrence Coverages Follows Coverage Contract for Liability Coverage Additional Coverages Bodily Injury/Property Damage with respects to Law Enforcement operations Personal Injury Liability Broad Form Property Damage Liability Limited Worldwide Liability Owned Watercraft under 51 feet Volunteers included as covered persons (volunteer fire & rescue are excluded) Contractual Liability for covered contracts Deductible $300,000 Per Occurrence 15 Page | 108 of  Public Officials Liability Public Officials Liability provides protection against allegations of wrongful acts, such as sexual harassment and employment practices. Defense costs are provided for certain excluded coverages Prior Acts Coverage included if prior coverage was written on claims-made basis. Limits $1,000,000 Each Wrongful Act $1,000,000 Annual Aggregate Policy Form Occurrence Coverages Employment Practices Sexual Harassment Notary Public applicable for all current employees while acting within the course and scope of their notarial duties of the Member Defense cost in addition to coverage limits Additional Provisions Claims handled when filed, not only if a lawsuit is filed $100,000 Defense Limit provided for the following excluded coverages: Employment Wrongful Acts, when no monetary damages requested Land Use/Eminent Domain (subject to $25,000 Deductible) Suits for non-monetary relief brought to remove an elected official pursuant to WV Code §6-6-7 (subject to $25,000 Deductible) $50,000 Defense Reimbursement Limit provided for the following excluded coverages: Criminal Acts (subject to a $10,000 Deductible); see contract language for specific terms and conditions Deductible $300,000 Per Occurrence 16 Page | 109 of  Automobile Liability and Physical Damage WVcorp coverage includes hired and non-owned vehicles Automatic coverage for newly acquired vehicles at no additional charge until renewal. Excess limits available. Basis of Contribution Number of Vehicles 533 Liability Limits $1,000,000 Liability Limit For Owned and Hired Autos - Bodily Injury and Property Damage - Each Occurrence $1,000,000 Non-Owned Auto Liability (excess over any other collectible insurance) $25,000 Statutory Uninsured Motorist (Per Person) $50,000 Statutory Uninsured Motorist (Per Accident) $25,000 Statutory Uninsured Motorist (Property Damage) $1,000,000 Garage Liability $100,000 Garagekeepers No Annual Aggregate Additional Coverages Out of State No Fault Coverage provided at the basic minimum limits required by state law Newly acquired vehicles covered until renewal at no additional charge Unlimited Physical Damage for all owned vehicles; deductible will apply Replacement cost coverage can be provided on any vehicle with a replacement cost value in excess of $50,000 Must be reported at 100% of replacement cost value Additional charge will apply Physical Damage Deductibles $300,000 Auto Liability $50,000 Comprehensive (ACV) $50,000 Collision (ACV) $250 Physical Damage to Hired or Borrowed Autos (up to $50,000) Definitions Replacement Cost (RC): The Fund will pay the lesser of: (a) the cost of repairing damaged property or replacing damaged or stolen property with the same kind or quality; (b) the cost to replace the damaged or stolen property with comparable new property as of the time of loss; or (c) the Limit of Coverage applicable to the lost, damaged or stolen Covered Auto. Actual Cash Value (ACV): The cost to repair, rebuild, or replace lost or damaged property, at the time and place of the loss, with other property of comparable size, material and quality, less allowance for physical deterioration, depreciation, obsolescence, and depletion. Please provide values for all vehicles you wish to have this coverage applied to effective 07/01/2025 17 Page | 110 of  Crime Coverage Crime provides protection from loss of money and securities, as well as, forgery and fraud. State-required faithful performance bonds for covered persons are included. Coverage is for covered crimes committed by employees, board members, commission members and volunteers. Limits $1,000,000 Per Occurrence $100,000 Telephone Toll Fraud Coverage Forms Employee Theft Employee Dishonesty (Faithful Performance Form) Loss Inside and Outside the Premises Money Orders and Counterfeit Paper Currency Depositors Forgery Coverage Computer Fraud Funds Transfer Fraud Public Officials Required Bond Meets maximum listed Bond value for all public officials as outlined by West VA Code §6-2-10, §6-2-10A, and §6-2-11 Deductible $50,000 Per Occurrence 18 Page | 111 of Excess Liability Excess liability provides additional limits over and above the underlying limits for those coverages for which excess limits are purchased. Underlying limits must be exhausted before excess liability is available for losses. Limits Excess Automobile Liability $4,000,000 Limit $0 Excess Liability Aggregate Excess General Liability $4,000,000 Limit $0 Excess Liability Aggregate Excess Law Enforcement Liability $4,000,000 Limit $0 Annual Aggregate Excess Public Officials Liability $4,000,000 Limit $4,000,000 Annual Aggregate *Does not include Non-Owned Automobile Liability, Garage Liability, and Uninsured/Underinsured Motorists Coverage 19 Page | 112 of  ATTENTION Upon review, please sign/return to City of Charleston underwriting@riskprograms.com to ensure prompt processing of documents, including invoice and certificates of coverage. 2026 - 2027 Coverage Intent Form After careful consideration of your proposal, we accept your coverage program subject to the following selections or changes: ACCEPTANCE: ACCEPT - We accept all coverages as presented in this proposal. MODIFY - We wish to request the following changes: REJECT - We do not accept your proposal. OPTIONAL QUOTES PROVIDED HEREIN: Accept Reject CYBER RISK: ELECT optional Increased Limit for Cyber Risk as follows: Total Limit: $ Additonal Contribution: $ BILLING TERMS We wish to select the following billing terms shown below Coverages (if applicable): □ Annual Payment - Due and payable in full within 30 days of receipt Property & Casualty Two Equal Installments - Due by July 1st and October □ 1st Annual Payment - Due and payable in full within 30 Workers' Compensation □ days of receipt □ Quarterly Installments Any additions or deletions made after the proposal and the initial billing effective up to and including July 1st will result in an endorsement and contribution adjustment. A late charge of 1% per month (12% per annum) will be assessed for contributions received 30 days after the due date. If additional quote options are provided herein, please indicate below if electing. Otherwise, coverage will be based upon current coverage. PRINTED NAME SIGNATURE DATE 21 Page | 113 of  Resolution No. 26-027 Introduced in Council: Adopted by Council: March 2, 2026 Introduced by: Referred to: Becky Ceperley Finance 1 Resolution No. 26-027 - Authorizing the Mayor or City Manager to renew its contract with 2 Encova Insurance for workers’ compensation insurance coverage for a premium of $271,461, 3 including surcharges, and with an additional claims handling charge of 10% of paid claims, as 4 detailed in Exhibit A: Provided, That this contract does not include any commission to the City’s 5 broker of record, USI Insurance Services LLC; 6 7 Authorizing the Mayor or City Manager to renew its contract with USI Insurance Services LLC 8 (“USI”) for insurance broker, risk management, and loss control services related to the City’s 9 property, liability, and workers’ compensation insurance coverages for one year at a cost of 10 $50,000 as detailed in Exhibit A; and 11 12 Authorizing the Mayor or City Manager to renew its contract with the West Virginia Counties 13 Group Self Insurance Risk Pool, Inc, D/B/A West Virginia Communities Risk Pool (“WVCorp”), for 14 Third Party Administration (TPA) services related to legacy claims incurred while the City was 15 self-insured for workers’ compensation at a fee not to exceed $15,000. 16 17 This procurement is based on the results of a competitive insurance quote review process and 18 the Memorandum of Understanding among the City, USI, and WVCorp entered into under 19 Resolution No. 617-22. 20 21 The effective dates of the policies/contracts above will be from March 31, 2026 through March 22 31, 2027. 23 24 Be it Resolved by the Council of the City of Charleston, West Virginia: 25 26 That the Mayor or City Manager is authorized (1) to renew its contract with Encova Insurance 27 for workers’ compensation insurance coverage for a premium of $271,461, including 28 surcharges, and with an additional claims handling charge of 10% of paid claims, and 29 authorizing leaving the WV self-insurance system, as detailed in Exhibit A: Provided, That this 30 contract does not include any commission to the City’s broker of record, USI Insurance Services 31 LLC; (2) to renew its contract with USI Insurance Services LLC for insurance broker, risk 32 management, and loss control services related to the City’s property, liability, and workers’ 33 compensation insurance coverages for one year at a cost of $50,000 as detailed in Exhibit A; Page | 114 of 1 and 2 (3) to renew its contract with the West Virginia Counties Group Self Insurance Risk Pool, Inc, 3 D/B/A West Virginia Communities Risk Pool, for Third Party Administration (TPA) services 4 related to legacy claims incurred while the City was self-insured for workers’ compensation at a 5 fee not to exceed $15,000, all to be effective from March 31, 2026 through March 31, 2027. Page | 115 of 2026 Workers Compensation Insurance Proposal City of Charleston Dave Stacy, CIC Senior Vice President Account Executive: Colleen Gatens Date Prepared: February 20, 2026 Page | 116 of Table of Contents About USI Insurance Services .............................................................................................................................................................................................. 3 Service Team ...................................................................................................................................................................................................................... 4 Schedule of Locations ......................................................................................................................................................................................................... 6 Schedule of Named Insureds ............................................................................................................................................................................................... 8 Workers’ Compensation ..................................................................................................................................................................................................... 9 Workers’ Compensation Exposure – Rate Comparison ....................................................................................................................................................... 13 Policyholder Disclosure - Notice of Terrorism Insurance Charge ......................................................................................................................................... 15 Risk Control Services......................................................................................................................................................................................................... 16 USI Disclosures ................................................................................................................................................................................................................. 27 USI Privacy Notice ............................................................................................................................................................................................................ 28 Insurance Carrier Ratings .................................................................................................................................................................................................. 30 Agency Bill Payment Options ............................................................................................................................................................................................ 32 Premium Summary ........................................................................................................................................................................................................... 33 Client Authorization to Bind.............................................................................................................................................................................................. 35 Workers' Compensation Loss Forecast .............................................................................................................................................................................. 36 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |2 Page | 117 of About USI Insurance Services USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 10,000 industry leading professionals across ~200 offices to serve clients’ local, national and international needs. The USI ONE Advantage What truly distinguishes USI as a leading insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers clients a robust set of risk management and benefit solutions and exclusive resources with financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that create the USI ONE Advantage and set us apart from the competition. Omni – USI’s Proprietary Analytics Omni, which means “all,” is USI’s one-of-a-kind solutions platform—real time, interactive, dynamic and evolving, and customized for each client. Built in-house by USI subject matter experts, Omni captures the experience of more than 500,000 clients, thousands of professionals and over 150 years of business activity through our acquired agencies into targeted, actionable solutions across property & casualty, employee benefits, personal risk and retirement. Omni features over a thousand solutions, case studies, work products and detailed analysis across industry verticals in a single dashboard. USI consultants input the client’s personalized data into Omni – USI ONE highlighting their business, employees, and risks. The results feature client specific recommendations with Advantage® quantified financial impact and the ability to analyze alternative scenarios with the touch of a button. Network – USI’s Local and National Resources USI has made a very large investment in local resources and technical expertise, with more than 10,000 professionals networked nationally to build strong vertical capabilities and integrated account teams. Our local and regional experts ensure account team availability, hands-on service, and ongoing diligent follow-through so we can deliver on the solutions we customize for our clients. Enterprise – USI’s Team Based Strategic Planning USI’s enterprise planning is a disciplined, focused, analysis centered on our client’s issues and challenges. Highly consultative meetings integrate USI’s Omni analytics with our broad resource network to build a risk management strategy aligned with client business needs. Our enterprise process is a proven method for identifying, quantifying and minimizing client risk exposures. The USI ONE Advantage—our Omni knowledge engine, with our Network of local and national resources, delivered to our clients through our Enterprise planning process gives USI fundamentally different solutions, the resources to deliver, and a process to bring superior results to our clients. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |3 Page | 118 of Service Team USI Insurance Services, LLC 300 Kanawha Blvd. East, Suite 310, Charleston, WV 25301 (304) 347-0611 www.usi.com Producers Your Producer is Dave Stacy Direct Number: (304) 347-0691 E-Mail: Dave.Stacy@usi.com Account Management Team Your Account Executive is Colleen Gatens Direct Number: (304) 347-0702 E-Mail: Colleen.Gatens@usi.com Your Associate Account Rep is Carson Fox Direct Number: (304) 347-0662 E-Mail: carson.fox@usi.com This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |4 Page | 119 of  Additional USI Contacts Your Casualty Analytics contact is Kristina Chandler Direct Number: (304) 347-0601 E-Mail: Kristina.Chandler@usi.com Your Claims Advocate Primary contact is Lisa Jordan Direct Number: (304) 347-0626 E-Mail: Lisa.Jordan@usi.com Your Risk Control Primary contact is Jonathan Jeffries Direct Number: (304) 347-0689 E-Mail: Cody.Jeffries@usi.com This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |5 Page | 120 of Schedule of Locations Workers’ Compensation Insurance Company: SummitPoint Insurance Company Policy Term: 03/31/2026 to 03/31/2027 Location Number Address City State ZIP Code 1 501-9 Virginia Street, E. Charleston WV 25330 2 220-230 Virginia Street Charleston WV 25301 3 200 Civic Center Drive Charleston WV 25301 4 Brooks and Lewis Street Charleston WV 25301 5 200 Arnold Drive Charleston WV 25302 6 613 Clifton Road Charleston WV 25303 7 2009 7th Street Charleston WV 25387 8 R2009 7th Street Charleston WV 25387 9 Cato Park Charleston WV 25302 10 200 Baker Lane Charleston WV 25302 11 314 Donnally Street Charleston WV 25301 12 3511 Venable Avenue Charleston WV 25304 13 Farnsworth Drive Charleston WV 25311 14 1 Twilight Drive Charleston WV 25311 15 302 Morris Street Charleston WV 25301 16 808 Virginia Street W Charleston WV 25302 17 B 808 Virginia Street W Charleston WV 25302 18 829 Oakwood Drive Charleston WV 25314 19 1810 Oakridge Drive Charleston WV 25314 20 916 Bridge Street Charleston WV 25314 21 5010 MacCorkle Avenue Charleston WV 25304 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |6 Page | 121 of  Location Number Address City State ZIP Code 22 128 Cora Street Charleston WV 25302 23 2184 Falcon Drive Charleston WV 25387 24 115 Lee Street W Charleston WV 25302 25 US RT 119 - Camp Way Charleston WV 25309 26 208 26th Street Charleston WV 25387 27 819 Hanna Drive Charleston WV 25387 28 500 Ruffner Avenue Charleston WV 25311 29 208 Copenhaver Drive Charleston WV 25387 30 208 26th Street Charleston WV 25387 31 180 Laidley Street Charleston WV 25301 32 1100 Pennsylvania Avenue Charleston WV 25302 Only the locations shown above are included in this proposal. If any locations are not shown above and should be included for coverage, please notify us immediately. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |7 Page | 122 of Schedule of Named Insureds Workers’ Compensation Insurance Company: SummitPoint Insurance Company Policy Term: 03/31/2026 to 03/31/2027 Named Insureds City of Charleston Only the Named Insureds shown above are included in this proposal. If any Named Insureds are not shown above and should be included for coverage, please notify us immediately. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |8 Page | 123 of Workers’ Compensation Insurance Company: SummitPoint Insurance Company Policy Term: 03/31/2026 to 03/31/2027 Coverage: Part One – Workers’ Compensation agrees to pay the benefits required under the applicable State’s Workers’ Compensation Law. Part Two – Employers Liability for work-related injuries or disease other than that which is imposed by a state Workers’ Compensation Law. Part Three – Other States. States in which you have no exposure on the policy inception date, but in which you may have a temporary or future worksite or exposure in during the policy term. If listed, statutory benefits will apply as if the state were listed in Part One. Coverage Description Limit Employers Liability - Each Accident $1,000,000 Employers Liability - Disease (Policy Limit) $1,000,000 Employers Liability - Disease (Each Employee) $1,000,000 Experience Mod Refer to Schedule of Exposures Statutory Limits Apply Y United States Longshore and Harbor (USL&H) Y Voluntary Compensation Y Other States Y Retroactive Date N Retro Plan N Coverage is not automatic in all states. Please notify us immediately if you begin operations in another state. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. |9 Page | 124 of Workers’ Compensation Schedule of Exposures State: WV Experience Modifier: .96 Class Estimated Classification Description Rate Premium Code Annual Payroll 0042 Landscape Gardening & Drivers $890,316 1.193 $10,621 3064 Sign MFG – Metal $187,551 .805 $1,510 5506 Street Or Road Construction: Paving or Repaving & Drivers $2,575,195 2.816 $72,517 6325 Conduit Construction-For Cables or Wires-& Drivers $215,295 0.880 $1,895 7710 Firefighters - Not Volunteer & Drivers $12,120,335 0.967 $117,204 7720 Police Officers & Drivers $13,163,246 0.593 $78,058 7720 Police Officers & Drivers – Volunteers $45,075 0.593 $267 8380 Automobile Service or Repair Center & Drivers $788,834 0.602 $4,749 Automobile Storage Garage, Parking Lot or Parking Station, Valet Service, Cashiers or 8392 $321,253 0.490 $1,574 Counter Personnel & Drivers 8810 Clerical Office Employees NOC $8,036,308 0.045 $3,616 8820 Attorney - All Employees & Clerical, Messengers, Drivers $495,006 0.024 $119 8831 Hospital-Veterinary & Drivers $77,114 0.400 $308 8864 Social Services Organization - All Employees & Salespersons, Drivers $415,368 0.309 $1,283 9015 Buildings Or Buildings NOC- Operations by Owner or Lessee $1,776,676 0.760 $13,503 9102 Park NOC- All Employees & Drivers $1,050,840 0.683 $7,177 9220 Cemetery Operations & Drivers $333,613 1.106 $3,690 9403 Garbage, Ashes or Refuse Collection & Drivers $2,565,917 2.007 $51,498 9410 Municipal, Township, County or State Employee NOC $815,968 0.872 $7,115 Total Estimated Standard Premium (without Premium Adjustments) $$376,704 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 10 Page | 125 of  Premium Adjustments Amount Employers' Liability Limits $5,274 Employers Liability Increased Limits Deductible Credit $2,004 Large Deductible Credit Premium $143,148 Experience Modification Premium $9,473 Expense Constant $175 Terrorism $2,294 Catastrophe (Other than certified acts of terrorism) $4,587 Broad Form Employers Liability $29,835 Broad Form Employers Liability Deductible Credit $11,337 WV Regulatory Budget Surcharge $18,435 WV Fire & Casualty Surcharge $119 Total Estimated Annual Premium Including Premium Adjustments $271,461 Audit Provisions Description Audit based on Payroll The premium quoted is the minimum and deposit premium and is a fully earned premium. The policy is auditable at expiration and there may be charges for additional exposures; however, the premium will never fall below the minimum and deposit premium shown above. Premiums are calculated based on the insurance company's rules and rates. Premiums shown as advance or deposit premiums are subject to audit and adjustment at the close of each audit period. If the advance premium is less than the earned premium as determined by the audit, the insured pays the difference. If the advance premium is more than the earned premium as determined by the audit, the insurance company returns the difference to the insured. The insured must keep records of the information needed for the audit and the premium calculations and send copies to the insurance company when it requests them. Included/Excluded Officers: State: WV Name Include (I) / Exclude (E) All Included This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 11 Page | 126 of  Key Endorsements, Limitations, Warranties and Exclusions include, but are not limited to, the following: Coverage Description Type Limit Ded Workers' Compensation Broad Form Endorsement Terrorism Included All States except those in 3A and North Dakota, Ohio, Washington, Wyoming Deductible Endt - Each Accident/Each Claim/Disease Each Employee $300,000 Your Large Deductible Plan is subject to the Policy Aggregate Limit, as follows: Rate - $.45 per $100 of Audited Exposure Base, subject to a Minimum Policy $1,000,000 Aggregate Limit of $1,000,000 Claims Handling Charge - Basis: 10% of Deductible Plan Paid Loss Subject to $30,000 Limit per Claim Letters of Credit (LOC) Requirements: Amount Required for ALL Policy Years: $705,000 Loss Fund Collateral Requirements: Amount Required for ALL Policy Years: $75,000 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 12 Page | 127 of Workers’ Compensation Exposure – Rate Comparison Class Expiring Expiring Expiring Proposed Proposed Proposed Classification Code Rate Payroll Premium Rate Payroll Premium Landscape Gardening & Drivers 0042 1.48 $780,511 $11,552 1.193 $890,316 $10,621 Sign MFG – Metal 3064 .805 $187,551 $1,510 Street Or Road Construction: Paving or Repaving & Drivers 5506 3.11 $2,219,924 $69,040 2.816 $2,575,195 $72,517 Conduit Construction-For Cables or Wires-& Drivers 6325 0.880 $215,295 $1,895 Firefighters-not Volunteer & Drivers (CT) 7710 1.06 $12,215,520 $129,485 0.967 $12,120,335 $117,204 Police Officers & Drivers 7720 0.71 $12,236,208 $86,877 0.593 $13,163,246 $78,058 Police Officers & Drivers -Volunteers 7720 0.593 $45,075 $267 Automobile Service or Repair Center & Drivers 8380 0.69 $812,262 $5,605 0.602 $788,834 $4,749 Automobile Storage Garage, Parking Lot or Parking Station, Valet Service, Cashiers or Counter Personnel & 8392 0.490 $321,253 $1,574 Drivers Clerical Office Employees NOC 8810 0.06 $7,902,963 $4,742 0.045 $8,036,308 $3,616 Attorney - All Employees & Clerical, Messengers, Drivers 8820 0.03 $457,207 $137 0.024 $495,006 $119 Hospital-Veterinary & Drivers 8831 0.400 $77,114 $308 Social Services Organization- All Employees & 8864 0.37 $294,952 $1,091 0.309 $415,368 $1,283 Salespersons, Drivers Buildings Or Buildings NOC-Operations by Owner or 0.88 $404,342 $3,558 9015 0.760 $1,776,676 $13,503 Lessee Park NOC-All Employees & Drivers 9102 0.77 $1,525,547 $11,747 0.683 $1,050,840 $7,177 Cemetery Operations & Drivers 9220 1.36 $192,766 $2,622 1.106 $333,613 $3,690 Garbage, Ashes or Refuse Collection & Drivers 9403 2.65 $2,363,683 $62,638 2.007 $2,565,917 $51,498 Municipal, Township, County or State Employee NOC 9410 1.06 $3,232,513 $34,265 0.872 $815,968 $7,115 Employers' Liability Limits 0.014 $5,927 0.014 $5,274 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 13 Page | 128 of  Employers Liability Increased Limits Deductible Credit 0.48 $2,845 0.38 $2,004 Large Deductible Credit Premium 0.48 $203,212 0.48 $143,148 Experience Modification Premium 1.02 $4,465 .96 $9,473 Total Standard Premium $223,231 $227,353 Expense Constant $175 $175 Terrorism 0.005 $2,180 0.005 $2,294 Catastrophe (Other than certified acts of terrorism) 0.01 $4,361 0.01 $4,587 Broad Form Employers Liability 0.0792 $34,872 0.0792 $29,835 Broad Form Employers Liability Deductible Credit $16,094 $11,337 WV Regulatory Budget Surcharge 0.05 $21,935 0.05 $18,435 WV Fire & Casualty Surcharge 0.0055 $113 0.0055 $119 This summary is provided as a quick comparison of exposure and rates for the expiring and proposed terms. 2025 Premium and Surcharges Total $274,049 2026 Premium and Surcharges Total $271,461 Description Expiring Term Proposed Term Difference Estimated Annual Payroll $43,608,222 $45,873,910 $2,265,688 Estimated Annual Policy Premium $252,001 $252,907 $906 Endorsement to reduce EMOD to .99 $6,700 N/A N/A Estimated Net Premium Including Taxes and Assessments $267,349 $271,461 $4,112 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 14 Page | 129 of Policyholder Disclosure - Notice of Terrorism Insurance Charge Coverage for acts of terrorism is included in your quote. You are hereby notified that under the Terrorism Risk Insurance Act, as amended in 2015, the definition of act of terrorism has changed. As defined in Section 102(1) of the Act: The term “act of terrorism” means any act or acts that are certified by the Secretary of the Treasury --in consultation with the Secretary of Homeland Security, and the Attorney General of the United States --to be an act of terrorism; to be a violent act or an act that is dangerous to human life, property, or infrastructure; to have resulted in damage within the United States, or outside the United States in the case of certain air carriers or vessels or the premises of a United States mission; and to have been committed by an individual or individuals as part of an effort to coerce the civilian population of the United States or to influence the policy or affect the conduct of the United States Government by coercion. Under your coverage, any losses resulting from certified acts of terrorism may be partially reimbursed by the United States Government under a formula established by the Terrorism Risk Insurance Act, as amended. However, your quote may contain other exclusions which might affect your coverage, such as an exclusion for nuclear events. Under the formula, the United States Government generally reimburses 85% through 2015; 84% beginning on January 1, 2016; 83% beginning on January 1, 2017; 82% beginning on January 1, 2018; 81% beginning on January 1, 2019 and 80% beginning on January 1, 2020, of covered terrorism losses exceeding the statutorily established deductible paid by the insurance company providing the coverage. The Terrorism Risk Insurance Act, as amended, contains a $100 billion cap that limits U.S. Government reimbursement as well as insurers' liability for losses resulting from certified acts of terrorism when the amount of such losses exceeds $100 billion in any one calendar year. If the aggregate insured losses for all insurers exceed $100 billion, your coverage may be reduced. The portion of your annual premium that is attributable to coverage for acts of terrorism is $2,294.00 , and does not nclude any charges for the portion of losses covered by the United States government under the Act. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 15 Page | 130 of Risk Control Services USI Risk Control Consulting Service’s division has assisted municipal clients develop and maintain successful safety and risk control programs nationwide for many years. Our Charleston-based team has served our public entity clients for over 35 years. Our mission is to provide timely delivery of quality consulting services designed to: reduce your exposures to liability and loss, lessen the frequency and severity of your losses, maintain the health and safety of your personnel, and protect your assets and profitability. We will work with you in close partnership to accomplish this mission— listening to what you tell us about your organization and your unique needs, studying your business, and exploring solutions to develop an action plan that addresses your needs. The result is a tailored program that aggressively manages the city’s property/liability and workers’ compensation program and related loss costs and will improve operational efficiencies. Our support will free you up to focus on your priority— running the City of Charleston. USI’ loss control programs are designed to initiate the positive change necessary to establishing an effective, long-term safety culture. Our pledge is to uphold your organization’s values for employee safety, operational efficiency, and fiscal responsibility. USI’s experienced professionals will help you plan your risk control program and achieve the results you desire. The USI risk control team has conducted the following for the city:  315 Online trainings completed  Monthly Safety courses provided in conjunction with Adam Simon via RMC  Quarterly In-Person Claim reviews  Facility Audits of Parks and Recreation prior to seasonal opening  Onsite Training for Public Works and Streets departments  Annual Inspections of all public pools  Coordination and Support for Carrier Recommendations  Orientation of New Safety Director  Personal Safety Training Seminar This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 16 Page | 131 of 2025 Goals  Establishment of formal Safety Committee to include representation from all departments with monthly / quarterly meetings  Review and update Safety Program  Review and Update Employee Job Descriptions to include Physical Capacity Demands  Review and Update Employee Safety Orientation process and procedure Online Training’s completed 7/1/2024-7/1/2025 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 17 Page | 132 of The USI service team has also coordinated insurance policy procurement and risk transfer for all Live on the Levee events for the past 3 years. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 18 Page | 133 of Risk Management Standards for Municipalities Organization for Loss Control - Safety Programs, Safety Committee Activities, Employee Training, Orientation of Seasonal Employees, Accident Reporting/ Investigation/ Follow-up Procedures, Employee Responsibilities, Management Support, ADA, Personnel Administration, Workplace Violence, Harassment, Contract Provisions, Council/ Board Training, Emergency Response/ Contingency Planning, Business Interruption Workers Compensation- OSHA Activities, Cost Containment Programs, Return to Work, Light Duty Programs, Designated Medical Provider, Physical Demands Assessment, Hazard Communication, Ergonomics Fleet Operations- Hiring Procedures, Background Checks, Defensive Driving Training, Safety Meetings, Vehicle Selection Criteria, Motor Vehicle Record Reviews, Inspection and Maintenance, Recordkeeping, Accident Procedures, Accident Reporting and Recordkeeping, Accident Follow-up and Review, Remedial Actions, Safety Rules, Seatbelt Use, Cell Phone Use Policy, DOT Standards, Commercial Driver Recordkeeping Practices Public Safety- Haz Mat Programming, Mutual Aid Agreements, Infection Control Police Department Policies- Certification Requirements, Routine, Emergency, and Pursuit Driving, Use of Force, including Deadly Force, Less- lethal Defensive Tools (such as tasers, PR-24’s, OC spray, etc.) Search and Seizure Procedures Firearm Qualifications, Off-Duty Employment Arrest Procedures, Lawful Warrants Domestic Violence Citizen Complaints, Reviews of Critical Incidents and Automobile Accidents, Holding Facility Provisions Fire Department- Fire Department Safety Officer Qualification, Fire Fighter Training, Confined Space Rescue Training, Fire Apparatus Driver Training, Inspection of Fire Apparatus, Protective Clothing Standards Public Works, Parks and Recreation- Complaint Procedures, Work Zone Safety, Locating/ Marking of Utilities, Lock Out Program, Confined Space Training, Trenching Cross Connection Program, Heavy Equipment Operation, Chemical and Pesticide Safety, Tree Program, Sidewalks and Streets Inspection, Parks and Recreation Facilities Inspections, Pool Operation/ Safety, Public Events, Informed Consent/ Waiver of Liability Forms, Waste and Water Treatment, Operator Qualification, Security, Sewer Inspection/ Back- up Prevention This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 19 Page | 134 of Program Benefits Utilizing the industry and technological experience of USI, the City of Charleston will gain a proven partner dedicated to taking a proactive approach to developing and maintaining an effective risk control program. A partnership with USI can make a significant difference to your bottom line by:  Minimizing risks and exposures  Increasing profitability and productivity  Lowering insurance costs  Providing a safer workplace  Reducing operating costs  Meeting regulatory compliance requirements  Educating management, supervisors and employees Program Development Goals USI will consult with the city to accomplish the following actions:  Develop overall, loss-related goals and objectives.  Assist with the identification of specific loss trends, high loss areas, and target locations for focused loss control activity and control measures.  Participate in the allocation of resources offered by USI to address real exposures to loss.  Establish systems to monitor the impact of implemented programs on claims frequency and severity so that adjustments and/or modifications can be made to these programs/activities as needed. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 20 Page | 135 of Analysis, Inspection and Evaluation Services These services are designed to identify and evaluate the impact of loss exposures and risks of individual departments or collectively for the entire municipality. The analysis and evaluation process prioritizes the areas that can most economically benefit from further loss control activities. Audits and surveys may also be used on an on-going basis to monitor the effectiveness of loss control or safety programs currently in place. The types of analysis, inspection and evaluation services offered by USI include the following:  Safety Program Analysis  Contract review  Comprehensive Safety Evaluations  Loss Prevention Programs  Property Exposure Analysis  Safety Program Documentation  Specialized Risk Analysis  Injury Prevention Programs  Human Factors Analysis  Environmental Risk Assessment Regulatory Compliance Compliance with State and Federal regulations is essential to the successful operation of a municipality. USI’s Federal/State compliance programs include three objectives: 1. Identify strengths and weaknesses with regard to regulatory compliance within each identified department. 2. Evaluate and discuss the specific loss control support service needs for each department. 3. Develop an agreed-upon corrective action plan with personnel indicating the program goals and objectives to be achieved in the coming year (these may involve activities to be accomplished by the municipality, the consultant or by other support services). Sample service plan items include:  City-wide employee safety training courses for all City employees.  Four Monthly facility safety audits with written report of findings and recommendations. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 21 Page | 136 of  Monthly employee safety training courses targeting specific departments  Review and make recommendations to the City’s: Risk management and safety Manuals by department, HR & Personnel Policies, Law Enforcement policies and procedures, and Cyber liability.  Annual Defensive Driving Training with certification.  Annual CPR/First Aid Training with certification.  Annual Employee Flagger Training with certification.  Annual audit and update of current risk management and employee safety manuals, policies, and procedures.  Development and implementation of new employee safety orientation program.  Immediate accident/incident investigation  Charleston Police Department and the Charleston Fire Department in an effort to provide the safest facilities and environmental opportunities possible for each force.  Monitor all construction projects.  Monitor all claims and incidents  Examination of all property/liability/workers Compensation losses  Implement plan to reduce and eliminate future recurrence.  Special Projects as directed by the City of Charleston Administration. USI’s municipal compliance programs include:  Hazard Communication  Confined Space Entry  Emergency Preparedness  Hazard Communication  Personal Protective Equipment (PPE) & Hazard Assessments  Procedure Manual Development  Recordkeeping  Training Records This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 22 Page | 137 of Training and Education USI will provide the city with training based on needs identified by both loss experience data and the municipality’s risk management team. The best safety management programs are pro-active, flexible and able to respond quickly to the needs at hand. USI provides a team of qualified, experienced safety professionals readily available to help your organization meet its safety management goals and objectives. PARTNERING WITH YOU TO CREATE POWERFUL RESULTS Available programs include, but are not limited to: • General » Lock Out Program » Office Safety-Video Display Terminals » Confined Space Training » Sexual Harassment » Trenching Cross Connection Program » Violence in the Workplace » Heavy Equipment Operation » Defensive Driving » Chemical and Pesticide Safety » Accident Investigation » Tree Program » Supervisory Safety Concepts » Sidewalks and Streets Inspection » Hazard Recognition and Control » Parks and Recreation Facilities Inspections » Pool Operation/ Safety • Public Works » Public Events » Hand/Power Tool Safety » Informed Consent/ Waiver of Liability Forms » Electrical Safety » Waste and Water Treatment » Bloodborne Pathogens » Operator Qualification » Lockout/Tagout » Security » Personal Protective Equipment » Sewer Inspection/ Back- up Prevention » Slip/Trip/Fall Awareness » Street Maintenance/Traffic Control » Confined Space Entry » Lawn Maintenance » Excavation/Trenching » Miscellaneous Forestry Operations » Complaint Procedures » Flagger Certification » Work Zone Safety » Seasonal Needs » Locating/ Marking of Utilities » Summer Orientation This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 23 Page | 138 of » Cold Exposure » Heat Stress » Snow Removal  Transportation and Fleet Safety • Police/Fire » Hiring Procedures » Bloodborne Pathogens » Background Checks » Defensive Driver Course: Liability » Defensive Driving Training » Back Injury Prevention » Safety Meetings » Chemical “Right-to-Know” » Vehicle Selection Criteria » Lifting—Back Injury Prevention » Motor Vehicle Record Reviews » Ladder Safety » Inspection and Maintenance » Certification Requirements » Recordkeeping » Routine Emergency, and Pursuit Driving » Accident Procedures » Use of Force, including Deadly Force » Accident Reporting and Recordkeeping » Less Lethal Defensive Tools » Accident Follow-up and Review » Search and Seizure Procedures » Remedial Actions » Firearm Qualifications » Safety Rules » Off-Duty Employment Arrest Procedures » Seatbelt Use » Lawful Warrants » Cell Phone Use Policy » Domestic Violence Citizen Complaints » DOT Standards » Reviews of Critical Incidents » Commercial Driver Record Keeping Practice » Review of Automobile Accidents » Holding Facility Provisions  Specialized Services » Appraisal Services » Customized Web Platform » Crisis Management and Response » Employment Practices Liability » Ergonomics » Fire Protection and Engineering » Playground Safety Services This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 24 Page | 139 of The following are some of the value-added services we provide: eRisk Hub® Resources to help prevent and mitigate network and privacy breaches Breach Coach™ – Our Breach Coach service, staffed by attorneys who are certified privacy professionals, provides immediate triage assistance in the event of a breach. News center – The news center keeps you up to date with cyber risk stories, security and compliance blogs, security news, risk management events, statistics, and helpful industry links. Learning center – The learning center contains best-practices articles and white papers written by leading technical and legal professionals on compliance, network security, privacy, and breach recovery. eRisk resources directory – From security consultants, to specialists, to forensic investigators, to eDiscovery specialists, the eRisk resources directory helps you quickly find external resources with deep experience in pre- and post-breach disciplines. Information about their services, pricing, and key personnel is provided. USI Connect® Access valuable resources for risk management 24/7 A one-stop resource for your business with information resources on a wide range of topics:  Get breaking legislative updates first  Access thousands of compliances, risk management, safety, and workers’ compensation resources relevant to you  See how your company compares to similar firms through an online forum  Content can be tailored to your business with intuitive, easy-to-use software  Online OSHA log makes recordkeeping easy  Create OSHA forms and reports in seconds  Added resource link library for relevant online information  Connect with risk management professionals across the country to ask questions and discuss best practices through the online forum feature This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 25 Page | 140 of USI Risk Management Center® Providing comprehensive safety, claims, and human resources library and suite of software and online solutions USI’s Risk Management Center (RMC) is a web-based portal and provides a comprehensive, online library of resources for Safety, Wellness, Claims and Human Resources. The Safety Resource library offers online courses in both English and Spanish. It also includes Ask the Expert, a direct link to contact USI’s Risk Control Team with any safety-related questions. The Risk Management Center’s platform is offered free of charge as a value-added benefit to clients of USI and includes: Sample Polices and Written Programs Safety Talks Online and PowerPoint Training Materials Posters Quizzes Streaming Video Library Included in the RMC’s suite of customizable software solutions are the following: Incident Tracker (OSHA Recordkeeping) Audit Tracker Certificate of Insurance (COI) Tracking Hazard Assessment Tool Training Tracker Learning Management System Safety Data Sheet (SDS) Management (LMS) HR and Benefits Essentials CONFIDENTIAL AND PROPRIETARY: This document and the information contained herein is confidential and proprietary information of USI Insurance Services, LLC. (“USI”). Recipient agrees not to copy, reproduce, or distribute this document, in whole or in part, without the prior written consent of USI. © 2021 USI Services LLC All rights reserved. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 26 Page | 141 of USI Disclosures Direct Bill DISCLOSURE: The Insurance Company operates independently for the financing of your insurance premium. Your agreement to finance this premium is directly with the insurance company and not USI Insurance Services. If payment is not received by the due date, the insurance company could cancel your insurance policy(s) for non-payment of premium. The insurance company has the right to honor the cancellation date and NOT offer reinstatement or rewrite the insurance coverage. We are not in a position to make monthly reminders or verify that your payment was received. Please take the necessary action to avoid possible cancellation of your insurance policy(s) which you are paying directly to the insurance company. Information Concerning Our Fees: As a licensed insurance producer, USI is authorized to confer with or advise our clients and prospective clients concerning substantive benefits, terms or conditions of insurance contracts, to sell insurance and to obtain insurance coverages for our clients. You have agreed to pay compensation to USI, for the placement of insurance, pursuant to a written agreement. Document Delivery DISCLOSURE: USI strives to make your interactions with us easy and efficient. Therefore, we intend to deliver your policy and all policy- related documents electronically through our InsurLink client portal or through email. If you do not wish to receive these documents electronically or if you would like a paper copy of any or all documents at no cost to you, please notify your client service representative in writing. If your email or electronic contact information changes, please notify your client service representative in writing. Reviewing Client Contracts DISCLOSURE: As a service to our clients, upon their request, USI will review those portions of your contract regarding the insurance and indemnity requirements as they relate to your insurance program and provide comments and/or recommendations based upon such review. This service should not be taken as legal advice and it does not replace the need for review by the insured’s own legal counsel. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 27 Page | 142 of USI Privacy Notice Our Privacy Promise to You USI provides this notice to you, our customer, so that you will know what we will do with the personal information, personal financial and health information (collectively referred to as the “protected information”) that we may receive from you directly or receive from your health care provider or receive from another source that you have authorized to send us your protected information. We at USI are concerned about your privacy and assure you that we will do what is required of us to safeguard your protected information. What types of information will we be collecting? USI collects information from you required both for our business and pursuant to regulatory requirements. Without it, we cannot provide our products and services for you. We will collect protected information about you from:  Applications or other forms, such as name, address, Social Security number, assets and income, employment status and dependent information.  Your transactions with us or your transactions with others, such as account activity, payment history, and products and services purchased.  Consumer reporting agencies, such as credit relationships and credit history. These agencies may retain their reports and share them with others who use their services.  Other individuals, businesses and agencies, such as medical and demographic information; and  Visitors to our websites, such as information from on-line forms, site visitorship data and on-line information collection devices, commonly called “cookies.” What will we do with your protected information? The information USI gathers is shared within our company to help us maximize the services we can provide to our customers. We will only disclose your protected information as is necessary for us to provide the insurance products and services you expect from us. USI does not sell your protected information to third parties, nor does it sell or share customer lists. We may also disclose all the information described above to third parties with which we contract for services. In addition, we may disclose your protected information to medical care institutions or medical professionals, insurance regulatory authorities, law enforcement or other government authorities, or to affiliated or nonaffiliated third parties as is reasonably necessary to conduct our business or as otherwise permitted by law. Our Security Procedures At USI, we have put in place the highest measures to ensure the security and confidentiality of customer information. We will handle the protected information we receive by restricting access to the protected information about you to those employees and agents of ours who need to know that information to provide you with our products or services or to otherwise conduct our business, including actuarial or research studies. Our computer database This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 28 Page | 143 of has multiple levels of security to protect against threats or hazards to the integrity of customer records, and to protect against unauthorized access to records that may harm or inconvenience our customers. We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to safeguard all your protected information. Our Legal Use of Information We retain the right to use ideas, concepts, know-how, or techniques contained in any nonpublic personal information you provide to us for our own purposes, including developing and marketing products and services. Your Right to Review Your Records You have the right to review the protected information about you relating to any insurance or annuity product issued by us that we could reasonably locate and retrieve. You may also request that we correct, amend or delete any inaccurate information by writing to us at the above address. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 29 Page | 144 of Insurance Carrier Ratings As a service to our clients, USI is furnishing an assessment by a financial rating service of the insurance companies included in our proposal. We are including the legends used by this service. All ratings are subject to periodic review; therefore, it is important to obtain updated ratings from each service. Should you desire further information concerning the financial statements of any of the insurance companies being proposed, so that you can make your own assessment of the financial strength of the companies being offered, it is available from USI at your request. USI has made no attempt to determine independently the financial capacity of the insurance companies that we are including in our proposal as we believe the nationally recognized services are better equipped to comment. A. M. BEST RATINGS A++ & A+ Superior D Poor A & A- Excellent E Under Regulatory Supervision B++ & B+ Good F In Liquidation B & B- Fair S Rating Suspended C++ & C+ Marginal NR Not Rated FINANCIAL SIZE CATEGORY (In $ Thousands) Class I Less than to 1,000 Class II 1,000 to 2,000 Class III 2,000 to 5,000 Class IV 5,000 to 10,000 Class V 10,000 to 25,000 Class VI 25,000 to 50,000 Class VII 50,000 to 100,000 Class VIII 100,000 to 250,000 Class IX 250,000 to 500,000 Class X 500,000 to 750,000 Class XI 750,000 to 1,000,000 This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 30 Page | 145 of  Class XII 1,000,000 to 1,250,000 Class XIII 1,250,000 to 1,500,000 Class XIV 1,500,000 to 2,000,000 Class XV 2,000,000 to or greater RATING "NOT ASSIGNED" CLASSIFICATIONS NR-1 Insufficient Data NR-2 Insufficient Size and/or Operating Experience NR-3 Rating Procedure Inapplicable NR-4 Company Request NR-5 Not Formally Followed This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 31 Page | 146 of Agency Bill Payment Options We sincerely appreciate the opportunity to service your insurance needs. We believe good credit relationships are established by making our clients aware in advance of the terms of our payment procedures. OUR BASIC PAYMENT PLAN IS THAT ALL PAYMENTS ARE DUE ON OR BEFORE THE EFFECTIVE DATE OF COVERAGE. THERE ARE THREE METHODS OF PAYMENT AVAILABLE: ....CASH ON EFFECTIVE DATE ....PREMIUM FINANCING BY A PREMIUM FINANCE COMPANY ....INSURANCE COMPANY PAYMENT PLAN, IF AVAILABLE Please note that USI Insurance Services LLC and its subsidiaries and affiliates do not provide customer financing. In some instances, you will receive invoices covering additions or changes to your coverage, endorsements. These invoices are payable upon receipt. You will receive a monthly statement of your account as a reminder as we realize that it is occasionally possible to miss a payment through oversight. Accounts with payments past due are subject to cancellation for non-payment. This is a serious situation as your insurer may refuse to reinstate coverage even if payment is made later. Accounts are subject, but not limited to, reasonable attorney fees, interest, collection fees and/or court costs incurred in connection with collection of past due balances. PAYMENTS: Please remember to return the remittance copy of the invoice with your payment in the envelope provided. Otherwise, all payments will be applied to your oldest balance or left unapplied if we cannot identify the applicable invoice being paid. CREDITS: Credit invoices may be applied against other invoices due us. Please indicate in your remittance or contact us as to where to apply credit invoices on your account. These payment procedures will apply for any and all policy renewals or future business written. If you have any questions concerning our payment procedures or any other matters pertaining to account payments, please contact your insurance representative. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 32 Page | 147 of Premium Summary AM Admitted or Non- Proposed Term Coverage Term Carrier Best Admitted Premium Rating Worker’s Compensation 2026-2027 SummitPoint Insurance Company A Admitted $271,461 Risk Control Services/Fee Agreement 2026-2027 USI Insurance Services, LLC N/A N/A $50,000 TOTAL ESTIMATED ANNUAL PREMIUM $321461 Binding Requirements:  USI’s “Client Authorization to Bind” signed by the insured.  Premium Deposit - Please see Deposit Information on the next page  Signed Large Deductible Program Plan Agreement All documents requiring a signature must be signed by an authorized representative of the Insured. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 33 Page | 148 of Payment Terms: Encova- 11 Installment payments to Encova Insurance. The 1st installment of $41,107.00is due on 3/31/2025. Bill Date Amount Due  03/31/2026 $40,719.00  05/21/2026 $23,074.00  06/20/2026 $23,074.00  07/21/2026 $23,074.00  08/20/2026 $23,074.00  09/20/2026 $23,074.00  10/21/2026 $23,074.00  11/20/2026 $23,074.00  12/21/2026 $23,074.00  01/20/2027 $23,074.00  02/20/2027 $23,076.00 USI - Quarterly installment payments to USI Insurance Services, LLC. 1st Installment payment of $12,500 is due on 3/31/2025. Bill Date Amount Due  03/31/2026 $12,500.00  07/31/2026 $12,500.00  10/31/2026 $12,500.00  01/31/2027 $12,500.00 Note: In evaluating your exposure to loss, we have been dependent upon the information provided by you. If there are other areas that need to be evaluated prior to binding coverage, please bring these areas to our attention. Should any of your exposures change after coverage is bound, such as your beginning new operation, hiring employees in new states, buying additional property, etc., please let us know so proper coverage(s) can be discussed. Higher limits may be available. Please contact us if you would like a quote for higher limits. This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 34 Page | 149 of Client Authorization to Bind Important Information - Coverage cannot be bound when severe weather is threatening regardless of the expiration date. After careful consideration of your proposal dated February 20, 2026, we accept your insurance program as presented with the following exceptions, changes, and/or recommendations: Client Signature Date Signed City of Charleston This proposal is merely a descriptive summary of coverage provided by the insurance companies being proposed and should be used for reference purposes only; it is not a binder and does not amend or alter the insurance contract. Please refer to the policy contract for specific terms, conditions, limitations, and exclusions. Proposal date: 02/20/2026 Prepared for City of Charleston Confidential. © 2021 USI Insurance Services. All rights reserved. | 35 Page | 150 of  City of Charleston Outstanding Liability Analysis Prepared by USI Insurance Services Report Valued as of 1/31/2026 Losses Valued as of 1/31/2026 All loss analysis and analytics are provided to assist in the evaluation of insurance programs. Actual loss experience can differ materially. No assurance can be given that actual loss liabilities will not ultimately exceed the estimates contained herein. In our judgment, we have employed techniques and assumptions that are appropriate, and the indications presented herein are reasonable, given the information currently available. The accuracy of our results is dependent on the accuracy and completeness of the historical data and other quantitative and qualitative information supplied by the client. USI Insurance Services shall not have any liability to the client or any third party related to or resulting from the client’s use of this loss analysis. USI Insurance Services does not guarantee its accuracy nor assume or warrant any responsibilities regarding decisions or actions that are based upon the use of this tool. Page | 151 of City of Charleston Report Valued as of 1/31/2026 Using Data Valued as of 1/31/2026 Table of Contents: Page # Description 3 Summary of Liabilities - WC Workers' Compensation 4 Summary of Liabilities 5 Payout Table 6 Comparison to Prior Report 7 Actual vs Expected 8 Ultimate Loss Selections 9 Projected Loss Forecast 10 Large Losses 11 Encova Collateral Review PDF Date: 2/19/2026 Prepared by USI Insurance Services Page 2 of 11 Page | 152 of  City of Charleston Outstanding Liability Summary - All Lines Report Valued as of 1/31/2026 Using Data Valued as of 1/31/2026 A B C D E F G H I J K (D - E) (F - D) Estimated Outstanding Outstanding Selected Limited Case Losses Paid Liabilities as of Liabilities Limited Ultimate Loss Reserves IBNR Until 01/31/26 incl Discounted @ Coverage # of Claims # Open Incurred Limited Paid (Ltd to Agg) (Ltd to Agg) (Ltd to Agg) 1/31/2026 LCF 3.00% Workers' Compensation 284 15 1,017,866 822,347 1,135,271 195,519 117,406 - 344,218 319,393 All Lines 284 15 1,017,866 822,347 1,135,271 195,519 117,406 - 344,218 319,393 Report Valued as of 3/31/2025 Using Data Valued as of 1/31/2025 A B C D E F G H I J K (D - E) (F - D) Estimated Outstanding Losses Paid Outstanding Liabilities Limited Selected Limited Case Until Liabilities as of Discounted @ Coverage # of Claims # Open Incurred Limited Paid Ultimate Loss Reserves IBNR 3/31/2025 3/31/2025 3.00% Workers' Compensation 140 10 717,039 334,907 785,079 382,131 68,040 - 495,188 458,249 All Lines 140 10 717,039 334,907 785,079 382,131 68,040 - 495,188 458,249 Increase (Decrease) Since Prior Report A B C D E F G H I J K Estimated Losses Paid Outstanding Limited Selected Limited Case Until Report Outstanding Liabilities Coverage # of Claims # Open Incurred Limited Paid Ultimate Loss Reserves IBNR Date Liabilities Discounted Workers' Compensation 144 5 300,827 487,440 350,192 (186,612) 49,366 - (150,971) (138,856) All Lines 144 5 300,827 487,440 350,192 (186,612) 49,366 - (150,971) (138,856) PDF Date: 2/19/2026 Prepared by USI Insurance Services Page 3 of 11 Page | 153 of  City of Charleston Workers' Compensation Outstanding Liability Summary A B C D E F G H I J K L M N O (H - I) (J - H) (K+L-M) x E Estimated Outstanding Outstanding Valuation Limited Selected Limited Case Losses Paid Liabilities as of Liabilities Date of Deductible/ # of Incurred Limited Paid Ultimate Loss Reserves IBNR Until 01/31/26 incl Discounted @ Policy Period Losses Retention Aggregate LCF Claims # Open Losses Losses (Ltd to Agg) (Ltd to Agg) (Ltd to Agg) 1/31/2026 LCF 3.00% 3/31/23 - 3/31/24 1/31/2026 300,000 1,000,000 1.100 72 - 288,886 288,886 343,000 - 54,114 - 59,525 54,645 3/31/24 - 3/31/25 1/31/2026 300,000 1,000,000 1.100 110 2 419,481 392,985 441,000 26,497 21,519 - 52,818 48,926 3/31/25 - 3/31/26 1/31/2026 300,000 1,000,000 1.100 102 13 309,498 140,476 419,000 169,022 109,502 - 306,376 285,166 3/31/26 - 3/31/27 1/31/2026 300,000 1,000,000 1.100 - - - - 432,000 - 432,000 - 475,200 437,409 Total 284 15 1,017,866 822,347 1,635,000 195,519 617,135 - 893,919 826,147 Liabilities have been adjusted to account for the LCF. Workers' Compensation Outstanding Liabilities Pro-Rated to Valuation Date of the Report 3/31/25 - 1/31/26 1/31/2026 300,000 1,000,000 1.100 102 13 309,498 140,476 351,271 169,022 41,773 - 231,875 215,822 3/31/26 - 1/31/26 1/31/2026 300,000 1,000,000 1.100 - - - - N/A - N/A - N/A N/A Total 284 15 1,017,866 822,347 1,135,271 195,519 117,406 - 344,218 319,393 PDF Date: 2/19/2026 Prepared by USI Insurance Services Page 4 of 11 Page | 154 of  City of Charleston Workers' Compensation Estimated Payout Tables Annual Amount Paid of Outstanding Liability by Policy Period Over 12 Month Increments Undiscounted Required Reserves Reserves as of Discounted @ Policy Period 1/31/2026 3.00% 0 - 12 12 - 24 24 - 36 36 - 48 48 - 60 60 - 72 72 - 84 84 - 96 96 - 108 108 - 120 120+ 3/31/23 - 3/31/24 59,525 54,645 19,048 11,494 7,579 5,132 3,799 2,730 2,340 2,078 1,631 1,326 2,367 3/31/24 - 3/31/25 52,818 48,926 19,690 10,601 6,397 4,218 2,856 2,114 1,519 1,302 1,157 908 2,056 3/31/25 - 3/31/26 306,376 285,166 112,095 72,427 38,993 23,530 15,516 10,505 7,777 5,588 4,791 4,255 10,901 3/31/26 - 3/31/27 475,200 437,409 97,977 138,016 #REF! 89,176 48,010 28,971 19,104 12,935 9,575 6,880 5,898 18,660 Total 893,919 826,147 248,810 232,538 142,145 80,890 51,141 34,453 24,571 18,544 14,459 12,387 33,983 Pro-Rated Total 344,218 319,393 123,575 76,910 43,487 27,158 18,398 12,795 9,745 7,610 6,414 5,454 12,673 PDF Date: 2/19/2026 Prepared by USI Insurance Services Page 5 of 11 Page | 155 of  City of Charleston Workers' Compensation Comparison to Prior Report Report Valued as of 1/31/26 Report Valued as of 3/31/25 Using Losses as of 1/1/25 Increase (Decrease) Since Last Report Outstanding Selected Liabilities as of Selected Outstanding Limited Selected Policy Start Limited Ultimate Loss 01/31/26 incl Limited Ultimate Loss Liabilities as of Incurred Limited Paid Ultimate Loss Outstanding Date # of Claims # of Open Incurred Limited Paid (Ltd to Agg) LCF # of Claims # of Open Incurred Limited Paid (Ltd to Agg) 03/31/25 # of Claims # of Open (Ltd to Agg) (Ltd to Agg) (Ltd to Agg) Liabilities 3/31/2023 72 - 288,886 288,886 343,000 59,525 72 3 341,329 230,418 438,000 228,339 - (3) (52,442) 58,468 (95,000) (168,814) 3/31/2024 110 2 419,481 392,985 441,000 52,818 68 7 375,710 104,489 459,000 389,962 42 (5) 43,771 288,496 (18,000) (337,145) 3/31/2025 102 13 309,498 140,476 419,000 306,376 - - - - 476,000 523,600 102 13 309,498 140,476 (57,000) (217,224) 3/31/2026 - - - - 432,000 475,200 - - - - - - - - - - 432,000 475,200 Total 284 15 1,017,866 822,347 1,635,000 893,919 140 10 717,039 334,907 1,373,000 1,141,901 144 5 300,827 487,440 262,000 (247,982) Totals Adjusted for Pro-Rata Years 3/31/2024 110 2 419,481 392,985 441,000 52,818 68 7 375,710 104,489 387,156 310,934 42 (5) 43,771 288,496 53,844 (258,116) 3/31/2025 102 13 309,498 140,476 351,271 231,875 102 13 309,498 140,476 351,271 231,875 3/31/2026 - - - - N/A N/A - - - - - - Total 284 15 1,017,866 822,347 1,135,271 344,218 140 10 717,039 334,907 825,156 539,273 144 5 300,827 487,440 310,115 (195,055) Prepared by USI Insurance Services Page 6 of 11 Page | 156 of  City of Charleston Actual vs Expected Change: 01/01/25 to 01/31/26 Workers' Compensation Incurred Change Analysis A B C D E F G H I J (H / G) Prior Limited Prior Limited Current Limited Prior Expected % Current Expected Expected Incurred Actual Incurred Actual minus Policy Start Date Ultimate Incurred Incurred Incurred % Incurred Change Change Expected $'s Actual/Expected 3/31/2023 438,000 341,329 288,886 73.96% 84.32% 38,440 (52,442) (90,882) -136.4% 3/31/2024 459,000 375,710 419,481 43.10% 75.30% 47,134 43,771 (3,363) 92.9% 3/31/2025 476,000 - 309,498 0.00% 47.89% 227,969 309,498 81,529 135.8% 3/31/2026 - - - 0.00% 0.00% - - - 0.0% Total 1,373,000 717,039 1,017,866 313,543 300,827 (12,716) 95.9% Workers' Compensation Paid Change Analysis A B C D E F G H I J (H / G) Prior Limited Current Limited Prior Expected % Current Expected Expected Paid Actual Paid Actual minus Policy Start Date Ultimate Prior Limited Paid Paid Paid % Paid Change Change Expected $'s Actual/Expected 3/31/2023 438,000 230,418 288,886 42.72% 62.15% 70,423 58,468 (11,955) 83.0% 3/31/2024 459,000 104,489 392,985 16.73% 45.11% 120,805 288,496 167,691 238.8% 3/31/2025 476,000 - 140,476 0.00% 18.73% 89,139 140,476 51,337 157.6% 3/31/2026 - - - 0.00% 0.00% - - - 0.0% Total 1,373,000 334,907 822,347 280,367 487,440 207,073 173.9% pdf Date: 2/19/2026 Prepared by USI Insurance Services Page 7 of 11 Page | 157 of  City of Charleston Workers' Compensation Ultimate Loss Selections - Losses Limited to Historical Deductible per Occurrence A B C D E F G H I J K L M N (C x E) (D x F) ((C-D) x G + D) (M x (1-1/E) + C) (M x (1-1/F) + D) Incurred Case Reserve BF Incurred BF Paid Policy Start Deductible/ Limited Limited Case Reserve Method Paid Method Method Method Method Selected Date Retention Incurred Paid Incurred ldf Paid ldf ldf Ultimate Loss Ultimate Loss Ultimate Loss Ultimate Loss Ultimate Loss Expected Loss Ultimate Loss 3/31/2023 300,000 288,886 288,886 1.186 1.609 1.708 342,619 464,818 288,886 343,000 3/31/2024 300,000 419,481 392,985 1.328 2.217 1.818 540,292 642,407 441,155 441,000 3/31/2025 300,000 309,498 140,476 2.088 5.340 2.787 646,232 750,141 611,468 527,827 481,011 419,000 419,000 3/31/2026 300,000 - - N/A N/A 1.000 N/A N/A N/A N/A N/A 432,000 432,000 1,017,866 822,347 1,529,143 1,857,366 1,341,509 527,827 481,011 851,000 1,635,000 *Large losses have not been developed beyond the deductible. *Expected Losses are forecasted based on historical loss rates. Prepared by USI Insurance Services Page 8 of 11 Page | 158 of  City of Charleston Workers' Compensation Loss Forecast - Losses Limited to $300,000 per Occurrence A B C D E F G H (F / G) Policy Start # of Limited Selected Inflated Inflated Severity Loss Date Claims Incurred Limited Paid Ultimate Loss Ultimate Loss Payroll (00's) Rate 3/31/2023 72 288,886 288,886 343,000 390,402 460,594 0.848 3/31/2024 110 419,481 392,985 441,000 478,408 460,686 1.038 3/31/2025 3/31/2026 102 309,498 140,476 419,000 435,928 462,007 0.944 0.943 3/31/2026 - - - All Years Wtd Avg: 0.943 5 Year Wtd Avg: NA 3 Year Wtd Avg: NA Loss Rate Selection: There were no All Yrs Excl H/L Straight Avg: #DIV/0! significant underlying trends to warrant Selected Loss Rate: 0.943 deviating from the all year average loss X rate. 3/31/26 Proj. Payroll (00's) 458,288 3/31/26 Projected Losses: 432,000 Using Lowest Historical Rate: 388,000 Using Highest Historical Rate: 476,000 Losses are valued as of 1/31/2026. *The 3/31/2025 policy year is based on forecast and has been excluded from the Severity Averages. pdf Date: 2/19/2026 Prepared by USI Insurance Services Page 9 of 11 Page | 159 of  City of Charleston Workers' Compensation Losses Equal to or Above $25,000 Since 03/31/23 (also includes other losses with incurred change >= +/- $25,000 since prior report) (also includes smaller open claims with a date of loss prior to 03/31/24) Policy Start Date Claim Identifier Net Paid Net Reserves Net Incurred Prior Incurred Incurred Variance 3/31/2023 2023014373 101,995 0 101,995 135,566 (33,571) 3/31/2023 2024007306 42,777 0 42,777 34,611 8,166 3/31/2023 2023016780 35,035 0 35,035 35,029 6 3/31/2023 2024005930 26,283 0 26,283 44,866 (18,583) 3/31/2024 2024018164 238,539 0 238,539 248,763 (10,224) 3/31/2024 2025001422 20,988 25,177 46,165 - 46,165 3/31/2024 2024009203 36,133 0 36,133 42,001 (5,867) 3/31/2025 2025019182 29,023 67,227 96,250 - 96,250 3/31/2025 2025013762 39,401 23,689 63,089 - 63,089 3/31/2025 2025024853 9,012 37,336 46,348 - 46,348 PDF Date: 2/19/2026 Prepared by USI Insurance Services Page 10 of 11 Page | 160 of  City of Charleston Encova Collateral Analysis Valued as of 1/31/2026 Workers' Compensation A B C D E F (D - E) Selected Ultimate Collateral Need Policy Start Date Deductible Limited Incurred Loss Limited Paid (includes LCF) 3/31/2023 300,000 288,886 343,000 288,886 59,525 3/31/2024 300,000 419,481 441,000 392,985 52,817 3/31/2025 300,000 309,498 419,000 140,476 306,377 3/31/2026 300,000 - 432,000 - 475,200 Workers' Compensation Totals 1,017,866 1,635,000 822,347 893,919 Grand Totals 1,017,866 1,635,000 822,347 893,919 Current Collateral Held: 780,000 Calculations are subject to change based on Estimated Paids Until Adjustment: (23,328) the financial condition of the company. Projected Additional Total Required 90,591 870,591 With 10% Credit Discount of $ 87,059: 3,532 783,532 With 15% Credit Discount of $ 130,589: (39,998) 740,002 With 20% Credit Discount of $ 174,118: (83,527) 696,473 pdf Date: 2/19/2026 Prepared by USI Insurance Services Page 11 of 11 Page | 161 of  CLIENT SERVICE & FEE AGREEMENT This Client Service Agreement (“Agreement”) is made and entered into this 31 day of March 2026 (“Effective Date”), by and between USI Insurance Services LLC (“USI”), and City of Charleston (“Client”). WHEREAS, USI is duly licensed to engage in the insurance business for the purposes set forth herein, and; WHEREAS, Client desires to engage the services of USI upon the terms and conditions hereinafter set forth; NOW THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows: 1. LINES OF INSURANCE COVERAGE This Agreement is entered into with respect to the following lines of insurance coverage and for which Client agrees to retain USI as its Broker of Record: Liability and Workers’ Compensation 2. SERVICES 2.1 Client Services: USI agrees to provide to Client the following insurance brokerage services: Risk Management  Conduct client meetings to understand and strategize risk management objectives  Complete risk identification, risk assessment, risk program design, and implementation of risk management program  Conduct exposure analysis  Analyze current insurance program and make recommendations for program enhancements  Discuss coverage and marketing strategy Ongoing  Develop a service calendar of agreed to touch point meetings during the term  Negotiate coverage terms, premiums and the placement of coverages with insurers  Oversee the quality and success in the delivery of all USI services  Provide day-to-day consulting on servicing of insurance  Monitor the market place for any new trends, product development and additional markets, which may offer enhancements to program  Review contracts related to insurance requirements  Review insurance policies for conformity with the insurer’s proposals and obtain necessary revisions Page | 162 of   Review the accuracy of each binder, certificate, endorsement, premium audit and other documents received from the insurers, and obtain necessary revisions  Obtain from the insurers and promptly deliver to Client the requested insurance policies, endorsements and related documentation within the timeframes of our service level agreement  Prepare certificates of insurance as requested by Client and as appropriate  Monitor the financial strength of the insurer(s) providing Client’s coverages, and inform Client in the event that the A.M. Best rating of such insurer(s) is reduced below “A-“  Assist Client in developing and maintaining the underwriting-related information required to obtain insurance coverage, relying on the information provided by Client on the understanding that Client shall be responsible for the accuracy of such information Claims services  Provide detailed loss data to Client n a periodic basis, based on data from the insurers  Analyze Client’s loss data to determine trends in causes and frequency, and provide the data analysis to Client on a periodic basis  Monitor the claims services provided by Client’s insurer(s), including assistance with claims submissions interpretation of insurance policies  Attend claims review meetings convened by Client’s insurer(s), as requested by Client  Analyze reserve amounts allocated for claims, by insurers and notify Client as to increases  Monitor problematic claims regularly and advocate for Client  Conduct loss control surveys at Client’s facilities as agreed, in writing, by Client and USI 2.2 Risk Management Services: USI agrees to provide to Client the following insurance brokerage services: Risk Management o List of Risk Control Services USI consultants’ partner with our clients to identify, target, and correct specific ergonomics issues and concerns. USI incorporates both engineering and administrative controls to reduce workplace risk factors and increase overall productivity. USI assists our Client by designing and re-designing projects to create work areas that are best suited to the staff and work processes. USI also offers a variety of training programs to educate the workforce on ergonomic principles and human factors, combining lecture and hands-on activities to maximize adult learning and retention. USI’s philosophy is to use basic ergonomic principles to reduce injury, improve the overall work processes, and increase productivity. Programs are designed to sustain the improvements made after the consulting project has ended. o Injury Prevention USI’s process is to first identify the primary causes of injury and the areas in which they occur. USI targets those high frequency areas and develops customized solutions to best address and mitigate losses. USI’s expertise lies in creating programs tailored to our Client’s specific concerns using existing protocols and employee and management -2- Page | 163 of  involvement to ensure that our programs are fully integrated into the existing culture and environment. USI can create customized programs addressing areas such as machine guarding, lockout/tagout, hazard communications, NFPA 101 Life Safety, manual materials handling, behavior-based safety and preventing slips, trips and falls. o Safety Management USI’s casualty specialists can provide a comprehensive examination of the Client’s operational exposures. This evaluation can reveal the strengths and weaknesses of existing safety programs, management systems, and operational controls. USI will work with the Client’s management team to develop and implement solutions to reduce risk. o Training and Education Safe work practices are the key to success of any loss prevention program. Job safety education has been shown to increase not only safety performance, but quality and productivity as well. USI has developed management – and employee – oriented safety programs for many specific industries. USI maintains a technical resource library of the latest codes and applicable standards. o Fleet Safety USI Insurance Services Fleet Services provides Clients with expertise in Department of Transportation (DOT) regulations and transportation best practices. USI consultants provide up-to-date information on state and federal regulations, provide driver training to comply with those regulations, and create customized policies specific to the Client’s business. USI’s goal is to provide clients and their drivers with the training and information necessary to enhance overall vehicle safety and ensure regulatory compliance. o Property Protection Consulting USI assists our Clients in evaluating risk to their assets and determining loss scenarios to better enable them to protect and adequately insure their assets. Services include benchmarking, analyzing loss experiences, cost-benefit analysis, plan review, code dispute, and loss investigations. USI conducts interdependency studies and supply chain exposures to contingent business interruption exposures to determine vulnerabilities and solutions. USI consultants can help the Client systematically identify critical business functions, prioritize their impact on the business, and develop cost-effective recovery strategies to minimize disruptions to these operations. Our plans address seasonal issues, supply chain, vendor and Client agreements, as well as communication protocols. USI can also assist Clients with plan maintenance and facilitate testing exercises. USI Business Continuity Practice Group is comprised of certified consultants with specific expertise in operational recovery, disaster recovery, emergency response, and crisis management. o Safety Management Seminars USI’s Loss Control Consultants (who average more than 20 years’ experience) can conduct high insightful and timely seminars with managers and supervisors as our target audience. Two of our senior consultants hold teaching degrees and also have Federal Certifications as Training Instructors. USI has developed a number of seminar topics exclusively for municipality entities. USI will travel to the Client’s location, provide our own audio/visual equipment and furnish all instructional materials. Depending on the topic, these seminars are usually from one to three hours in length and involve active -3- Page | 164 of  audience participation. With adequate advance notice, these seminars can be customized to a specific target audience. Note: these seminars are proprietary in nature and the intellectual property of USI Insurance Services. In respect to all Loss Control and Engineering services described above, USI does not offer any warranty, either express or implied, that such services shall result in either monetary savings or claim payments by insurers to Client. In addition, Client acknowledges that USI, in performing a Loss Control analysis, cannot identify or detect every possible hazard, risk or legal violation that may be present in Client’s operation or premises. The above-referenced services shall be rendered by USI to Client pursuant to the terms of this Agreement. Any additional services requested by Client shall be negotiated by the parties under separate written agreement or amendment. 3. COMPENSATION USI will be compensated for the services through payment of a fee by Client to USI as outlined in this Agreement. The Annual fee will be $50,000.00 to be invoiced quarterly: 03/31/2026 $12,500.00 07/31/2026 $12,500.00 10/31/2026 $12,500.00 01/31/2027 $12,500.00 Invoices are due upon receipt. Contingent, supplemental, or bonus commissions It is possible that some of the insurance companies and insurance intermediaries from which USI obtains coverage may pay it additional incentive commissions, sometimes referred to as contingent, supplemental, or bonus commissions, which may be based on the total volume of business we sell for them, and/or the growth rate of that business, retention rate, claims loss ratio, or other factors considering our entire book of business with an insurance company or intermediary for a designated period of time. Such additional commissions, if any, would be in addition to any other compensation USI may receive. At your request, USI will provide you information about the nature and source of such compensation expected to be received by us. Miscellaneous sources of compensation In addition to the foregoing, USI may also receive income from the following sources: • Interest earned on premiums received from you and forwarded to the insurance company through USI’s bank accounts • Payments from insurance companies to defray the cost of services provided for them, including advertising, training, certain employee compensation, and other expenses. • Vendors and / or service providers In the event there is a significant change in Client operations which affects the nature and scope of its insurance requirements, the parties agree to renegotiate USI’s compensation as appropriate. -4- Page | 165 of In the absence of any mutual agreement in writing, USI shall be entitled to commission on any additional coverage added during the term. 4. BROKERAGE INTERMEDIARIES USI may utilize the services of other intermediaries, such as wholesale brokers, excess and surplus lines brokers, reinsurance intermediaries and underwriting managers, to assist in the marketing of Client insurance coverages, when in USI’s professional judgment those services are necessary. Depending on the circumstances involved, it may be necessary to use an intermediary affiliated with USI. The compensation of such intermediaries is not included in USI’s compensation under this Agreement and will be paid by insurers out of paid premiums. The compensation paid to USI’s affiliates will be disclosed to Client prior to binding any coverage on your behalf. 5. TERM AND TERMINATION 5.1 Term. The term of this Agreement shall commence on 03/31/26 and shall terminate One Year thereafter. The term may be extended by mutual written agreement of the parties. In the event of termination, USI will assist Client in arranging a smooth transition process. However, USI’s obligation and the obligation of its affiliates to provide services to Client will cease upon the effective date of termination, unless otherwise agreed in writing. 5.2 Termination. Notwithstanding the term of this Agreement, either party shall have the right to terminate this Agreement upon 60 days’ prior notice to the other. In the event of termination by the Client prior to expiration, USI’s "annual" compensation will be deemed earned according to the following schedule:  60% at inception  75% after four months  100% after seven months 6. ACCURACY OF INFORMATION USI’s ability to provide Client with the services outlined in paragraph 2 above is conditioned upon USI’s receipt of accurate and timely information from Client. USI will not independently verify or authenticate information provided by or on behalf of Client. Client shall be solely responsible for the accuracy and completeness of such information and other documentation furnished to USI. 7. SURPLUS LINES & REGULATORY CHANGES In certain cases, placements that USI makes on Client’s behalf may require the payment of surplus lines taxes and/or fees to state regulators, boards or associations, which Client agrees to pay in addition to any compensation set forth above. Such taxes will be identified on marketing results and invoices covering these placements. 8. BOOKS AND RECORDS Client is entitled to copies of reports prepared by USI hereunder, contracts between Client and its carriers/administrators to the extent such contracts are in USI’s possession and control, and communications between USI and Client’s insurance carriers and service providers to the extent -5- Page | 166 of such books and records are maintained by USI with regard to its performance under this Agreement. 9. MISCELLANEOUS To the extent required by applicable law, USI will implement and maintain reasonable security procedures and practices appropriate to the nature of the personal information it receives, and which are designed to help protect such information from unauthorized access, acquisition, destruction, use, modification, or disclosure. In order to provide the services identified herein, it may be necessary for USI to receive from Client, or from a party on your behalf, information of a personal nature that may be protected by various federal and state privacy or other laws. USI advises Client to consult with its legal counsel as to how these laws impact you and your employees, Client’s insurance program, our contemplated engagement and disclosure of information to USI. Client represents that it has the authority and all rights, authorizations, approvals and consents required to disclose its employees’ and their beneficiaries’ information to USI for USI’s use in performing its services for Client. Client further represents that USI’s use of this information to perform services does not and will not violate any privacy notice or other policy issued by Client or any applicable law. Moreover, because USI is not engaged in the practice of law and the services provided hereunder are not intended as a substitute for legal advice, USI recommends that Client secure the advice of competent legal counsel with respect to any legal matters related to any insurance program subject to this Agreement. 10. ENTIRE AGREEMENT This Agreement contains the entire understanding of the parties with respect to the subject matter contained herein, superseding all prior agreements, understandings, and negotiations with respect to such matters. This Agreement may be modified or otherwise amended and the observance of any term of this Agreement may be waived only if such modification, amendment, or waiver is in writing and signed by the party to be charged with same. This Agreement shall be binding upon and inure to the benefit of the parties’ respective successors. Neither party shall have any liability for any failure or delay in performance of its obligations under this Agreement because of circumstances beyond its reasonable control, including, without limitation, acts of God, fires, floods, earthquakes, acts of war or terrorism, civil disturbances, sabotage, accidents, unusually severe weather, governmental actions, power failures, computer/network viruses that are not preventable through generally available retail products, catastrophic hardware failures, or attacks on its server. The parties further agree that neither party shall have any liability for indirect, special, punitive, consequential, or incidental damages, including, without limitation, loss of profits. -6- Page | 167 of 11. GOVERNING LAW This Agreement shall be governed by and construed in accordance with the laws of State of West Virginia, without regard to its conflict of laws principles. 12. SELECTION OF ISSUING INSURANCE COMPANY USI has no ownership interest in and is not under common control with the insurance company that is issuing the lines of insurance coverage described in this Agreement. 13. CONFIDENTIAL INFORMATION "Confidential Information" shall mean non-public information revealed by or through a party to this Agreement (a "Disclosing Party") to the other party (a "Receiving Party") including information traditionally recognized as proprietary trade secrets, and all forms and types of financial or business information (including customer information), whether tangible or intangible. Confidential Information shall not include: (a) Confidential Information was in the Receiving Party's possession prior to the date of the disclosure by Disclosing Party; or (b) such Confidential Information was obtained by the Receiving Party from a party other than Disclosing Party; or (c) such Confidential Information becomes generally available to the public, through sources other than Receiving Party; or (d) such Confidential Information is developed at any time by the Receiving Party independent of information or materials disclosed by Disclosing Party to the Receiving Party Except as may be required by law or legal process, or to provide the services as stated herein (including but not limited to sharing with carrier partners and service providers), the Receiving Party agrees not to otherwise use the Confidential Information obtained hereunder in the absence of written permission received from the Disclosing Party. The Receiving Party further agrees to destroy or return to Disclosing Party all Confidential Information received hereunder upon written request therefore, provided Receiving Party may keep a copy to comply with record retention obligations. Nothing herein shall require either party to delete or destroy Confidential Information in backup archival systems, provided the parties maintain confidentiality for as long as such information is maintained. In the event that the Receiving Party is requested or required to disclose any Confidential Information, the Receiving Party (if permissible) will provide the Disclosing Party with prompt notice of such request(s) or requirement(s) so that the Disclosing Party may seek an appropriate protective order, at its sole cost, or waive compliance by the Receiving Party. Nonetheless, Receiving Party may disclose such information without liability hereunder, provided, however, that the Receiving Party shall disclose only that portion of such Confidential Information which it considers that it is legally required to disclose. [Signature Page Follows] -7- Page | 168 of IN WITNESS THEREOF, the parties have hereunto set their hands on the date and year first above written for the purposes set forth in this Agreement: USI Insurance Services LLC City of Charleston Signature Signature Print Name: James Crouse Print Name: Benjamin Mishoe Title: WV CL Practice Leader Title: City Manager Date Date -8- Page | 169 of  Resolution No. 26-028 Introduced in Council: Adopted by Council: March 2, 2026 Introduced by: Referred to: Joseph Jenkins Finance 1 Resolution No. 26-028 - Authorizing the Mayor or City Manager to execute the Stadium License, 2 Lease and Service Agreement First Amendment between the City of Charleston and Charleston 3 Professional Baseball Company, LLC, as contained in the attached exhibit, relating to the lease 4 of the baseball stadium located at 601 Morris Street. 5 6 Be it Resolved by the Council of the City of Charleston, West Virginia: 7 8 The Mayor or City Manager is authorized to execute the Stadium License, Lease and Service 9 Agreement First Amendment between the City of Charleston and Charleston Professional 10 Baseball Company, LLC, as contained in the attached exhibit, relating to the lease of the 11 baseball stadium located at 601 Morris Street. Page | 170 of Page | 171 of Page | 172 of Page | 173 of Page | 174 of  Resolution No. 26-029 Introduced in Council: Adopted by Council: March 2, 2026 Introduced by: Referred to: Joseph Jenkins Finance 1 Resolution No. 26-029 - Authorizing the Mayor or City Manager to enter into one or more 2 agreements with the Regional Intergovernmental Council (“RIC”) to administer various 3 economic and engineering studies for improvements to the Patrick Street Corridor, and to 4 administer the City’s Complete Streets Network study for city-wide bicycle planning and 5 infrastructure improvements, wherein the City will agree to provide $100,000.00 in matching 6 funds to the RIC to facilitate a total of $650,000.00 in the various projects as further outlined in 7 the attached Exhibit. 8 9 Be it Resolved by the Council of the City of Charleston, West Virginia: 10 11 The Mayor or City Manager is authorized to enter into one or more agreements with the 12 Regional Intergovernmental Council (“RIC”) to administer various economic and engineering 13 studies for improvements to the Patrick Street Corridor, and to administer the City’s Complete 14 Streets Network study for city-wide bicycle planning and infrastructure improvements, wherein 15 the City will agree to provide $100,000.00 in matching funds to the RIC to facilitate a total of 16 $650,000.00 in the various projects as further outlined in the attached Exhibit. Page | 175 of Patrick Street Partnership: Integrated Planning Program City of Charleston & Regional Intergovernmental Council (RIC) 1. Program Overview The Patrick Street Partnership is a coordinated, multi-phase planning initiative focused on improving transportation safety, multimodal connectivity, and long-term development outcomes along the Patrick Street corridor and surrounding North Charleston area. The program is intentionally structured as three integrated but distinct planning efforts. This approach allows each study to be funded through the most appropriate federal planning program while maintaining a unified vision, shared technical foundation, and clear implementation pathway. 2. Program Goals • Improve safety and functionality of the Patrick Street corridor for all users • Strengthen bicycle and pedestrian connections between downtown Charleston and North Charleston • Align transportation investments with adopted land use and development goals • Coordinate planning with anticipated Patrick Street Bridge replacement • Position the City and region for future state and federal implementation funding 3. Project #1: Patrick Street Area Road Realignment Study Funding: $300,000 – Surface Transportation Block Grant (STBG – Planning) Local Match: - City of Charleston: 20% - Federal share: 80% Purpose Evaluate existing roadway conditions and develop planning-level recommendations for realigning and reconfiguring streets along the Patrick Street corridor to improve safety, operations, and multimodal accommodation. Key Elements • Existing conditions review, including roadway layouts, traffic volumes, and safety performance Page | 176 of  • Crash analysis with emphasis on vulnerable road users • Review of prior studies by RIC, WVDOH, the City of Charleston, and other relevant partners • Review of the WVDOH Vulnerable Road User (VRU) Safety Study • Evaluation of opportunities to return select one-way street segments to two-way operation • Development of conceptual street layouts and safety-focused recommendations • Integration of bicycle and pedestrian recommendations from related planning efforts • Follow-up refinement based on Patrick Street Bridge replacement concepts and related land use planning Outcome A coordinated set of planning-level roadway recommendations to guide future design, funding, and implementation decisions. 4. Project #2: Patrick Street Bike and Pedestrian Study Funding: $125,000 – Carbon Reduction Program (CRP) Local Match: - City of Charleston: 20% - Federal share: 80% Coordination Note: This study will be conducted in close coordination with the Road Realignment Study and may be bundled under a single consultant contract, with costs invoiced separately by funding source. Purpose Identify implementable strategies to extend the Kanawha Boulevard bike path to key North Charleston destinations and improve bicycle and pedestrian safety when crossing the Patrick Street Bridge and Norfolk Southern railroad corridor. Key Elements • Assessment of existing bicycle and pedestrian conditions and constraints • Evaluation of options to extend active transportation connections to: o North Charleston Community Center o Orchard Manor housing development • Analysis of safe bicycle and pedestrian crossing alternatives at: o Patrick Street Bridge o Norfolk Southern railroad corridor • Emphasis on practical, on-street and innovative solutions where appropriate Page | 177 of  • Follow-up refinement based on bridge replacement concepts and land use development opportunities Outcome A set of feasible, safety-focused bicycle and pedestrian recommendations that support Carbon Reduction Program goals and future capital investment. 5. Project #3: Patrick Street Land Use and Development Improvement Study Funding: $100,000 – RIC Metropolitan Planning (PL) Funds Local / State Match: - City of Charleston: 10% - WVDOH MPO PL support: 10% - Federal share: 80% Anticipated Start: FY 2028 (July 1, 2027) Purpose Translate transportation recommendations into a coordinated land use and development framework that supports community goals and guides future growth along the Patrick Street corridor and surrounding North Charleston area. Key Elements • Review of the Charleston Comprehensive Plan and other relevant land use, redevelopment, and corridor plans • Incorporation of community and public outreach input from the transportation studies • Identification of reinvestment, redevelopment, and infill opportunity areas • Alignment of land use concepts with roadway, bicycle, pedestrian, and bridge recommendations • Identification of transportation needs and coordination strategies to support desired development patterns Outcome A policy-level framework to help the City proactively manage growth and align transportation investments with long-term community objectives. 6. Project Administration and Coordination Total Set-Aside: $25,000 (across all projects) Page | 178 of  • Joint RIC and City of Charleston staff project administration and management • Covers consultant coordination, interagency review, reporting, and funding compliance • Ensures consistency and alignment across roadway, active transportation, and land use planning efforts 7. Addendum: Complete Streets Network Expansion Planning Funding: $100,000 – RIC Metropolitan Planning (PL) Funds Local / State Match: - City of Charleston: 0% - Federal share: 100% Anticipated Start: FY 2027 (July 1, 2026) As part of the City of Charleston’s provision of local match for the Patrick Street Partnership, the Regional Intergovernmental Council (RIC), in close coordination with the City, will conduct an additional planning effort focused on expanding the City’s Complete Streets network. This planning effort will: - Build on and extend existing investments in the Capital Connector and West Side Boulevard bicycle lanes - Identify opportunities to improve and develop new connectivity between existing bicycle, pedestrian, and multimodal facilities - Support the development of a more continuous, citywide Complete Streets network, including expanded bicycle and pedestrian accessibility - Reinforce long-term safety, accessibility, and mobility goals consistent with adopted City and regional plans This work will be conducted as a coordinated planning activity alongside the Patrick Street studies to ensure corridor-level investments align with broader citywide multimodal objectives. 8. Program Summary The Patrick Street Partnership represents a strategic, fiscally responsible approach to corridor planning that integrates roadway operations, active transportation, and land use planning. By aligning funding sources, coordinating study scopes, and leveraging local match commitments, the City of Charleston and RIC are positioning the Patrick Street corridor for successful future implementation and investment. Page | 179 of