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HomeMy WebLinkAboutLance Strategies LLC; 2026-03-03; PSALCA-26023LIBPSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 1 AGREEMENT FOR TRAINING AND MANAGEMENT DEVELOPMENT SERVICES LANCE STRATEGIES, LLC THIS AGREEMENT (“Agreement”) is made and entered into as of the _____ day of ________, 2026, by and between the City of Carlsbad, California, a municipal corporation ("City") and Lance Strategies, LLC, a limited liability company of State of Arizona ("Contractor”) (collectively, the “Parties”). RECITALS City requires the professional services of a consultant that is experienced in providing management development training. Contractor has the necessary experience in providing these professional services, has submitted a proposal to City and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained in this Agreement, City and Contractor agree as follows: 1. SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services (the “Services”) that are defined in Exhibit “A,” attached and incorporated by this reference in accordance with the terms and conditions set forth in this Agreement. 2. TERM This Agreement will be effective for a period of one (1) year from the date first above written. 3. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term shall not exceed eight thousand five hundred dollars ($8,500). No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. Payment terms are Net 30 unless otherwise provided in Exhibit “A” or agreed to in writing by the parties. City reserves the right to withhold a ten percent (10%) retention until City has accepted the work and/or the Services specified in Exhibit “A.” 4. STATUS OF CONTRACTOR Contractor will perform the Services as an independent contractor and in pursuit of Contractor’s independent calling, and not as an employee of City. Contractor will be under the control of City only as to the results to be accomplished. 5. INDEMNIFICATION Contractor agrees to defend (with counsel approved by City), indemnify, and hold harmless City and its officers, elected and appointed officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described in this Agreement caused by any willful misconduct or negligent act or omission of Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. If Contractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor’s performance as a “design professional” (as that term is defined under California Civil Code Section 2782.8), then, and only to the extent required by California Civil Code Section 2782.8, which is fully incorporated in Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 March3rd PSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 2 this Agreement, Contractor’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s liability for such claim, including the cost to defend, shall not exceed Contractor’s proportionate percentage of fault. The parties expressly agree that any payment, attorneys fee, costs or expense City incurs or makes to or on behalf of an injured employee under City’s self-administered workers’ compensation program is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 6. INSURANCE Contractor will obtain and maintain policies of commercial general liability insurance, automobile liability insurance, a combined policy of workers' compensation, employers liability insurance, and professional liability insurance from an insurance company authorized to transact the business of insurance in the State of California which has a current Best's Key Rating of not less than "A-:VII"; OR with a surplus line insurer on the State of California’s List of Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”; OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC) latest quarterly listings report, in an amount of not less than one million dollars ($1,000,000) each, unless otherwise authorized and approved by the Risk Manager or the City Manager. Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. The insurance will be in force during the life of this Agreement and will not be canceled without thirty (30) days prior written notice to City by certified mail. City will be named as an additional insured on General Liability which shall provide primary coverage to City. The full limits available to the named insured shall also be available and applicable to City as an additional insured. Contractor will furnish certificates of insurance to the Contract Department, with endorsements to City prior to City’s execution of this Agreement. 7. NOTICES The name of the persons who are authorized to give written notice or to receive written notice on behalf of City and on behalf of Contractor under this Agreement. For City For Contractor Name Suzanne Smithson Name Nicole Lance Title Library & Cultural Arts Director Title Owner / CEO Department Library & Cultural Arts Address 6047 E. Abineau Canyon Drive City of Carlsbad Flagstaff, AZ 86004-7168 Address 1775 Dove Lane Phone No. 480-220-1076 Carlsbad, CA 92011 Email nicole@nicolelance.com Phone No. 442-339-2011 Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 PSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 3 Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 8. CONFLICT OF INTEREST Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the requirements of the City of Carlsbad Conflict of Interest Code. Contractor shall report investments or interests as required in the City of Carlsbad Conflict of Interest Code. Yes ☐ No ☒ If yes, list the contact information below for all individuals required to file: Name Email Phone Number 9. COMPLIANCE WITH LAWS Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment and will obtain and maintain a City of Carlsbad Business License for the term of this Agreement. 10. SEVERABILITY If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 11. CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light-duty package delivery vehicles operated in California may be subject to the California Air Resources Board (CARB) Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets. 12. TERMINATION City or Contractor may terminate this Agreement at any time after a discussion, and written notice to the other party. City will pay Contractor's costs for services delivered up to the time of termination, if the services have been delivered in accordance with the Agreement. 13. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees it may be subject to civil penalties for the filing of false claims as set forth in the California False Claims Act, California Government Code Sections 12650, et seq., and Carlsbad Municipal Code Sections 3.32.025, et seq. Contractor further acknowledges that debarment by another jurisdiction is grounds for the City of Carlsbad to terminate this Agreement. 14. JURISDICTIONS AND VENUE This Agreement shall be interpreted in accordance with the laws of the State of California without regard to, or application of, choice of law rules or principles. Contractor agrees and stipulates that the proper venue and Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 PSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 4 jurisdiction for resolution of any disputes between the parties arising out of this Agreement is the State Superior Court, San Diego County, California. 15. ASSIGNMENT Contractor may assign neither this Agreement nor any part of it, nor any monies due or to become due under it, without the prior written consent of City. 16. THIRD PARTY RIGHTS Nothing in this Agreement should be construed to give any rights or benefits to any party other than City and Contractor. 17. AMENDMENTS This Agreement may be amended by mutual consent of City and Contractor. Any amendment will be in writing, signed by both parties, with a statement of estimated changes in charges or time schedule. 18. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may be executed in counterparts. \\\ \\\ \\\ \\\ \\\ \\\ \\\ \\\ \\\ \\\ \\\ \\\ Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 PSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 5 19. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. CONTRACTOR CITY OF CARLSBAD, a municipal corporation of the State of California LANCE STRATEGIES, LLC, a limited liability company of the State of Arizona By: By: (sign here) SUZANNE SMITHSON Library & Cultural Arts Director As authorized by the City Manager NICOLE LANCE, CEO, Owner (print name/title) ATTEST: For SHERRY FREISINGER, City Clerk By: Morgen Fry, Assistant City Clerk If required by City, proper notarial acknowledgment of execution by contractor must be attached. If a corporation, Agreement must be signed by one corporate officer from each of the following two groups: Group A. Group B. Chairman, Secretary, President, or Assistant Secretary, Vice-President CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: CINDIE K. McMAHON, City Attorney BY: _____________________________ CINDIE K. McMAHON, City Attorney Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 PSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 6 EXHIBIT A SCOPE OF SERVICES AND FEE Under the direction of the Library & Cultural Arts Director, the Contractor will develop and facilitate a six- hour interactive management development retreat for the City. This includes up to two hours of pre- retreat planning meetings. Additionally, the Contractor will conduct individual 30-minute pre-retreat meetings with each participating team member, either by phone or virtually, based on their preference. 1. CONTACT INFORMATION. Contractor CEO Nicole Lance, 480-220-1076, nicole@nicolelance.com City • Library & Cultural Arts Director, Suzanne Smithson, 442-339-2011, 6uzanne.smithson@carlsbadca.gov • Training Coordinator, Hannah Nelson, 442-339-5539, hannah.nelson@carlsbadca.gov • Library Administration General Phone, 442-339-2011 2. VENUE SITE. Alga Norte Community Park, 6565 Alicante Road, Carlsbad CA, 92009 3. CONTRACTOR SERVICES & RETREAT OUTCOMES. The Contractor will collaborate with the Library & Cultural Arts Director to tailor the six-hour retreat to team needs, which will focus on team connectivity and communication, decision-making and team dynamics. Outcomes may include: • A series of interactive experiences for team members to better understand and share themselves while better understanding their teammates and how everyone connects to the larger purpose of the department • Either a full set of decision-making criteria/continuums or a potential “decision-making matrix • A clear values map of the individual team members and an agreed- upon set of operating values to guide teamwork Pre Retreat Deliverables • Up to two hours of pre-retreat planning meetings with the Library & Cultural Arts Director and/or the Training Coordinator • 30-minute meetings with each participating team member, either by phone or virtually, based on their preference. Post Retreat Deliverables • Written notes of retreat outcomes/action item summaries to be provided within one week of the retreat • Executives debrief call post-retreat (if desired) Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 PSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 7 4. PARKING. City will provide legal parking for Contractor’s vehicle at all Library facilities while conducting business onsite related to the Agreement. 5. COMPLETE CONTRACT. This is a fully integrated contract. It is further understood that this Agreement contains the whole Agreement between the Contractor and City and this document supersedes any other terms, agreements, obligations, covenants, representations, statements or conditions, oral or otherwise or any kind whatsoever concerning this contract, not expressly set forth herein. Furthermore, it is understood and agreed that this contract may not be changed, modified, or altered except by mutual agreement of both Parties. All changes to the contract for this engagement must be signed by authorized signatories of both Parties. 6. HEALTH & SAFETY. All Parties must adhere to the guidance from the state, county, and local authorities on health and safety protocols. City staff will inform Contractor of the current guidelines prior to the performance date. Safety protocols may include, but are not limited to, hand washing, temperature testing, requiring a face covering, and maintaining physical distancing of six feet. The safety protocols may be modified at any time due to changing rules, regulations, or circumstances. 7. PROJECT PAYMENT SCHEDULE. Contractor to receive a flat rate of eight thousand five hundred dollars ($8,500) to support all services outlined along with any associated materials and travel accommodations to and from Carlsbad, CA. Service breakdown: Cost Services Included Up to 2 hours of pre-retreat planning meetings (including at no cost) $7,500 Facilitation of one (1) 6-hour team on-site retreat Standard retreat rate = $8,750 less new-client discount = $1,250 = $7,500 $1,000 1:1 pre-retreat input meeting for all participating team members, 30 minutes each, conducted over phone or virtually at team member’s preference Included Written notes of retreat outcomes/action item summaries to be provided within one week of the retreat Included Executives debrief call post-retreat (if desired a debrief call can be scheduled to discuss retreat conclusions and outcomes) $8,500 Total contract amount Payment schedule: Payment Schedule Amount / Activity Initial Payment (25%) $2,125 payment due upon the execution of the Agreement and procurement of purchase order. Final Payment (75%) $6,375 payment due at completion of all services. Total Payment (100%) $8,500 Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 PSALCA-26023LIB City Attorney Approved Version 10/23/2025 Page 8 If any unperformed portion of the event or event series is cancelled due to the Contractor’s inability to deliver, the non-delivered portion of the event or event series may be, if feasible, rescheduled to a new date(s) that is/are mutually agreeable to City and Contractor. If a replacement event cannot be rescheduled, the fee(s) due to the Contractor may, at City’s sole discretion, be reduced on a pro-rata basis by the value of the service(s) not performed. 8. INVOICING / PAYMENT. Contractor shall be entitled to the fee as specified, which includes the Contractor’s fees. City will make all checks payable and addressed to Contractor contact as noted. Payment will be in accordance with the payment schedule above. All invoices shall be submitted to Library & Cultural Arts Director Suzanne Smithson and sufficiently detailed to include related activities and costs. All work will be verified by Deputy Library Director or designee. Final invoice approval will be completed by the City’s Library & Cultural Arts Director or designee. Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 Policy number: 0130882-SFP-03 DECPL AZ 1010023 2004 154649 204 03-31-2024 Page 2 of 4 Coverage Symbols Vehicle Comp/Glass D-WG Collision G Road Service H Rental R1 001 Premium Deductible $500 $500 002 Premium Deductible $500 $500 Driver Information The drivers listed below are the drivers reported to us that drive vehicles on this policy and their information, as of January 6, 2026: Name Age NICOLE LANCE 43 SEAN LANCE 49 COVERAGE S AND LIMITS This policy provides the following Coverages to the vehicles for which the appropriate "Coverage Symbol" and a corresponding premium are shown in the "POLICY PREMIUM" schedules above. Coverage Symbol Coverage Limit A Liability Coverage Bodily Injury Limit Each Person, $1,000,000.00 Property Damage Limit Each Accident $1,000,000.00 Each Accident $1,000,000.00 C Medical Payments Coverage Each Person $1,000.00 U Uninsured Motor Vehicle Coverage Bodily Injury Limit Each Person, $50,000.00 Each Accident $100,000.00 W Underinsured Motor Vehicle Coverage Bodily Injury Limit Each Person, $50,000.00 Each Accident $100,000.00 D-WG Comprehensive and Glass Coverage G Collision Coverage H Emergency Road Service Coverage R1 Car Rental and Travel Expenses Coverage Each Day Each Loss VEHICLE(S) 001, 002 $50.00 $1,500.00 VEHICLE SCHEDULE Vehicle 001 Vehicle year: 2022 Make: TOYOTA Model: 4 RUNNER VIN: JTETU5JR8N6032240 Garaged address: 6047 E ABINEAU CANYON DR FLAGSTAFF , AZ 86004-7168 Creditors: CREDIT UNION WEST INSURANCE SERVICE TRACKER PO BOX 2405 SIOUX CITY, IA 51106-0405 Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 Policy number: 0130882-SFP-03 DECPL AZ 1010023 2004 154649 204 03-31-2024 Page 3 of 4 Vehicle 002 Vehicle year: 2023 Make: SUBARU Model: OUTBACK VIN: 4S4BTALC5P3188336 Garaged address: 6047 E ABINEAU CANYON DR FLAGSTAFF , AZ 86004-7168 Creditors: WELLS FARGO PO BOX 997517 SACRAMENTO, CA 95899-7517 Forms and Endorsements This policy consists of this Declarations, the policy booklet - Form 9803C, and any endorsements that apply, including those listed below as well as those issued subsequent to the issuance of this policy. Endorsement(s) that apply to the Policy as a whole Endorsement number Endorsement description 2601F AMENDATORY ENDORSEMENT Endorsement(s) that apply only to Vehicle(s) listed Endorsement number Endorsement description Vehicle number 2028D ADDITIONAL INSURED (Prior Notice of Termination) -LANCE FAMILY TRUST JULY 1, 2023 002 2028D ADDITIONAL INSURED (Prior Notice of Termination) -LANCE FAMILY TRUST JULY 1 2023 001 2028D ADDITIONAL INSURED (Prior Notice of Termination) -CITY OF PHOENIX 001 Important Messages State Farm works hard to offer you the best combination of price, service, and protection. The amount you pay for automobile insurance is determined by many factors such as the coverages you have, where you live, the kind of car you drive, how your car is used, who drives the car, and information from consumer reports. You have the right to request, no more than once during a 12-month period, that your policy be re-rated using a current credit-based insurance score. Re-rating could result in a lower rate, no change in rate, or a higher rate. Notice of insurance information collection practices - personal, family, or household insurance transactions: We often collect personal information from persons other than the individual or individuals listed on the policy. Such personal information may, in certain circumstances, be disclosed to third parties without your authorization. If you would like additional information concerning the collection and disclosure of personal information - and your right to see and correct any personal information in your files - it will be furnished upon request. Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBRWVDADDLINSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS AUTOSAUTOSNON-OWNEDHIRED AUTOS SCHEDULEDALL OWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?(Mandatory in NH) DESCRIPTION OF OPERATIONS belowIf yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD MTTU Hiscox Inc. 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 (888) 202-3007 contact@hiscox.com Hiscox Insurance Company Inc 10200 Lance Strategies 6047 East Abineau Canyon Drive Flagstaff, AZ 86004 City of Carlsbad, CA 12/12/202612/12/2025P100.789.785.8YY X A X X 1,000,000 100,000 5,000 1,000,000 2,000,000 S/T Gen. Agg. 02/10/2026 Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 WAIVER REQUEST FORM FACTORS IN SUPPORT OF REQUEST TO MODIFY INSURANCE REQUIREMENT(S) Generally, a modification to the coverage requirement will be accepting a lower limit of coverage or waiving the requirement(s). Requested by: (Name and Department) (Date) Proposed modification(s) to the __________________ requirement(s) for (Type of insurance) (Name of contract) Reduce coverage to the amount of: $ . Waive coverage Other: FACTOR(S) IN SUPPORT OF MODIFICATION(S) (check those that apply) Significance of Contractor: Contractor has previous experience with the City that is important to the efficiency of completing the scope of work and the quality of the work-product. [explain] Significance of Contractor: Contractor has unique skills and there are few if any alternatives. [explain: include number of candidates RFP sent to and number responded if applicable] Contract Amount/Term of Contract: $ . Work will be completed over a period of . Professional Liability coverage is not available to this contractor or would increase the cost of the contract by $ [explain]. Other (e.g. explain why exposures are minimal, how exposures are covered in another policy, exposure control mechanisms, and any other information pertinent to your request): Approved by Risk Manager for this contract only: (Signature) (Date) Hannah Nelson, Library & Cutlural Arts 2/3/2026 Nicole Lance dba Lance Strategies, LLC n Auto - personal policy; Workers Comp and professional liability insurance not required n NTE $8,500 one year n PSALCA-26023LIB Contractor to facilitate one 6-hour leadership team retreat for L&CA staff members in May 2026 to support the team dynamic and improve how team members operate as a group. Low risk; contractor only will hold retreat at Dove Library. Docusign Envelope ID: F7EA9134-704F-4166-80AB-40353D11EB38 3/3/2026