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HomeMy WebLinkAboutREGAL COURT REPORTING, INC.INSURANCE ON FILE WORK MAY PROCEED UNTIL INSURANCE EXPIRES 4I IIa�as CITY CLERK A-2024-094-02 DATE, JUL 2 9 2924 `� CONSULTANT AGREEMENT BEWTEEN REGAL COURT REPORTING, INC. AND THE CITY OF SANTA ANA FOR COURT REPORTING AND TRANSCRIPTION SERVICES THIS AGREEMENT is made and entered into on this 16`h day of July, 2024, by and between Regal Court Reporting, Inc., a California corporation ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 29, 2024, the City issued Request for Proposal ("RFP") No. 24-034 seeking to retain a consultant having special skill and knowledge in the field of court reporting and transcription services for the City's Human Resources Department. B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that it is able and willing to provide such services described in the Scope of Work that was included in RFP No. 24-034. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described in the "Scope of Services," attached hereto and incorporated herein by reference as Exhibit A, and as further described in "Consultant's Proposal," attached hereto and incorporated herein by reference as Exhibit B. 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in "Consultant's Fee Proposal," attached hereto and incorporated herein by this reference as Exhibit C. Consultant is one of two (2) separate consultants selected to provide services on an on - call basis under RFP 24-034. The total compensation for services provided by all consultants selected under RFP 24-034 shall not exceed the shared aggregate amount of $250,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page I of 9 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City's standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant's account(s) with financial institutions. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on July 16, 2024 and terminate on July 15, 2027, with the option for the City to grant up to two (2), one (1) year extensions, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 9 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall also require any subcontractors, to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Consultant. Minimum Scope and Limit of Insurance: • Commercial General Liability (CGL): Insurance Services Office Form CG 00 01covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies. • Automobile Liability: Insurance Services Office Form CA 00 01 covering Code I (any auto), with limits no less than $1,000,000 combined single limits. • Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident, policy or employee, for bodily injury or disease. • Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate. • If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City. Other Insurance Provisions. The above required insurance policies are to contain or be endorsed to contain the following provisions: • City, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Consultant's CGL, Professional Liability, and Automobile Liability policies, with respect to any liability arising out of work or operations performed by or on behalf of the instructor including materials, parts, equipment, and personnel furnished in connection with such work or operations. • Consultant's Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Consultant under this Agreement. • For any claims related to this contract, Consultant's insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it. • A severability of interest provision must apply for all the additional insureds, ensuring that Consultant's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer's limits of liability. Page 3 of 9 • Insurance policies required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non -renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City forpolicy cancellation or non -renewal due to non-payment of premium. • Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, 20 Civic Center Plaza, Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate. Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the State of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City. Verification of Coverage. Consultant shall furnish City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant's obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity Page 4 of 9 shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United ,States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 5 of 9 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract ally interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 6 of 9 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: City Clerk City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, California 92702-1988 Fax: 714- 647-6956 With courtesy copies to: Executive Director, Human Resources City of Santa Ana Page 7 of 9 20 Civic Center Plaza P.O. Box t988 Santa Ana, California 92702 To Consultant: Isaiah Leslie Co -Founder Regal Court Reporting, Inc. 1551 N. Tustin Ave., Suite 750 Santa Ana, California 92705 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 8 of 9 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BEWTEEN REGAL COURT REPORTING, INC. AND THE CITY OF SANTA ANA FOR COURT REPORTING AND TRANSCRIPTION SERVICES IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST APPROVED AS TO FORM SONIA R. CARVALHO City Attorney By: onathan T. Martinez Assistant City Attorney RECOMMENDED FOR APPROVAL: * - jo"-94-�j�, Lo i Schnaider Executive Director Human Resources CITY OF SANTA ANA a.w Alvaro Nunez Acting City Manager CONSULTANT By: Title: Page 9 of 9 EXHIBIT A SCOPE OF SERVICES (9) CITY OF SANTA ANA EXHIBIT I SCOPE OF SERVICES Proposer(s) shall perform the services as set forth below. A. General Description The City of Santa Ana ("City") seeks proposals from court reporting agencies to provide court reporting and transcription services for the City of Santa Ana Personnel Board (Board) Hearings. The Board hears employee appeals regarding discipline. The Board's appellate review is a full evidentiary hearing wherein the Board applies its indepentdent judgement to the law, the facts, and to the arguments presented in each case. The Personnel Board meets as needed to hear these appeals. Presently, hearings are conducted in person in the evenings, and are scheduled as needed. The scope of work includes, but is not limited to, the following court reporting services during hearings: B. Availability Selected firms must have the sufficient staff to provide the City with court reporters during evening hours. C. Certified Reporter Selected firms must provide certified shorthand reporters ("CSRs"). The CSRs must be able to provide proof of their certification prior to the hearing for which they are providing services. D. Professional Ability CSRs, provided by selected firms, must be able to accurately keep pace with all persons speaking during hearings and accurately identify the parties speaking. CSRs must be equipped to provide real-time services and recounts during hearings. E. Promptness CSRs, provided by selected firms, must be on time for all hearing proceedings. Specifically, CSRs must plan to be present, in the location of the hearing (with all necessary equipment setup), no less than 10 minutes before the scheduled start time of the hearing. F. Confirmation of Appointment Selected firms must notify the City of the placement of the CSR three business days prior to the scheduled hearing date. If the firm cannot place a CSR they must communicate with the City until they receive acknowledgement that a CSR was not scheduled for the hearing. G. Completed Transcript— Certified Copy and Original — Sealed Copy The firm shall provide an electronic copy within 14 calendar days. As such, the selected firm agrees to hold a copy of the transcript for a minimum of one year after the conclusion of the hearing. A completed transcript must include: (1) certification of original transcript and one copy; (2) condensed transcript ("mini"); and (3) word index. The original transcript must be delivered to the requesting agency no later than 14 calendar days from when it is prepared. City of Santa Ana RFP 24-034 Page 17 of 34 CITY OF SANTA ANA H. Format of Transcripts All hearing transcripts shall be prepared and submitted to the City in PDF format, or if requested on 25-line numbered paper. All hearing transcripts shall be proofread and free of spelling errors prior to submission to the City and should include the CSR's signed certification page. Each hearing exhibit shall have a unique and sequential exhibit name or number. I. Expedited and/or Rough Transcripts When requested, selected firms must provide an expedited rough transcript within as little as 24 hours, up to one week.. J. Invoices for Services Selected firms must prepare an invoice for each hearing conducted in accordance with Exhibit II of the Professional Services Agreement. For expedited work, the invoice must state the name of the person who made the request, time and date of the expedited request. In addition, all invoices must state the date of the hearing, the name of the Personnel Board Secretary, the property address, Personnel Board case number and the appellant's name. K. Reproduction Activity Selected firms must have the ability to reproduce photos, drawings, charts, and graphs used in hearings. The firm must safeguard original exhibits provided by the hearing secretary so as to return them in their original condition and sequences. L. Billing The City shall not pay for costs that do not comply with the fee schedule listed on Attachment A- 2. Services for which there is no additional charge are specified below: Services for which there is no additional charge include, but may not be limited to, the following: a. Handling, processing or administrative fees b. Certification fees c. Parking d. Delivery of certified, expedited transcript via email e. Word indexing (included in per page transcript fee) f. Attachment and handling of original exhibits (but not scanning or copying) g. Notary fee h. Wait time less than 30 minutes i. Travel time j. Mileage k. Administration of oath I. Telephone or Zoom reporting m. Cancellation of court reporter and or videographer services up until 4:OOPM the day before a scheduled assignment City of Santa Ana RFP 24-034 Page 18 of 34 EXHIBIT B CONSULTANT'S PROPOSAL REGAL COURT REPORTING March 26, 2024 Lori Schnaider, Human Resources Operations Manager City of Santa Ana —Human Resources 20 Civic Center Plaza Santa Ana, CA 92701 Dear Ms. Schnaider: Regal Court Reporting, Inc. is honored to present our enclosed comprehensive proposal in response to the City of Santa Ana's RFP for Court Reporter & Transcription Services, per Invitation #24-034. Founded in 2007 by my wife, Stephanie Leslie, and myself, Regal Court Reporting is a certified shorthand reporter -owned and operated agency that has steadfastly upheld the values and integrity of a family -owned enterprise in an industry landscape increasingly dominated by large, impersonal corporations. Our founding ethos is rooted in providing unparalleled, client -centric services, where each engagement is approached with a personalized touch, mirroring the care and attention to detail that is emblematic of our family -run business. We are acutely aware of the pivotal role that a proficient and dependable court reporter plays. It is with this understanding that we extend our proposal, aspiring to become an integral partner to the City of Santa Ana in this vital capacity. We sincerely appreciate the opportunity to present our proposal. We are at your disposal for any further information or discussions that may be required in its evaluation. Thank you for considering Regal Court Reporting, Inc. as your partner in court reporting and transcription services. We are eager to contribute our expertise and services to the City of Santa Ana. Very truly yours, Isaiah Leslie, Co -Founder Regal Court Reporting, Inc. isaiah@,reizatcourtreporting.com 1551 N. Tustin Ave, Ste 750, Santa Ana, [A 92705 1 Phone: 866.228.2685 1 www.regalcaurtreporting.com LEGAL COURT REPORTING Table of Contents SERVICESPROVIDED................................................................................................................................................. 3 CONSULTANT AGREEMENT.................................................................................................................................... 5 FIRM AND TEAM EXPERIENCE.............................................................................................................................. 15 Resume of Isaiah Leslie, Co-Founder....................................................................................................................16 Resume of Stephanie Leslie, Co -Founder and CEO..............................................................................................18 PROPOSED WORK PLAN..........................................................................................................................................19 ATTACHMENTS Attachment A- 1, Proposer's Certification.............................................................................................................21 AttachmentA-2, Fee Schedule..............................................................................................................................22 AttachmentB, References.....................................................................................................................................23 Attachment C, Proposer's Statement.....................................................................................................................25 Attachment D, Non -Collusion Affidavit................................................................................................................26 Attachment E, Non -Lobbying Certification..........................................................................................................27 Attachment F, Non-Descrimination Certification...................................................................................................28 1551 N. Tustin Ave, Ste 750, Santa Ana, CA 92705 1 Phone: 866.228.2685 1 www.regalcourtreporting.com LEGAL COURT REPORTING SERVICES PROVIDED A. General Description Regal Court Reporting, Inc. ("Regal") shall provide the City of Santa Ana ("City") with Certified Shorthand Reporters ("CSRs") for the City's Personnel Board Hearings. B. Availability of Certified Shorthand Reporters Regal acknowledges the essential need for court reporting services during evening hours. Regal has a robust team of CSRs who are flexible and available for scheduling during the evening hours as required by the City. Further, Regal's CSRs will be able to provide proof of their certification prior to the hearing for which they are providing services, and will be equipped to provide realtime services and recounts during hearings. Regal shall also instruct all CSRs to plan to be present in the location of the hearing (with all necessary equipment set up), no less than ten (10) minutes before the scheduled start time. C. Confirmation of Appointment Regal shall notify the City of the placement of the CSR three (3) business days prior to the scheduled hearing date. If Regal cannot place a CSR, they shall communicate with the City until they receive acknowledgement that a CSR was not scheduled for the hearing. D. Completed Transcript — Certified Copy and Original — Sealed Copy Regal shall provide electronic copies of transcripts of proceedings within 14 calendar days of the proceeding date. As such, Regal agrees to hold a copy of the transcript for a minimum of one (1) year after the conclusion of the hearing. The transcript shall include: (1) certification of original transcript and one copy; (2) condensed transcript ("mini"); and (3) word index. The original transcript shall be delivered to the requesting agency no later than 14 calendar days from when it is prepared. 1551 N. Tustin Ave, Ste 750, Santa Ana, CA 92705 1 Phone: 866.228.2685 1 www.regalcourtreporting.com REGAL COURT REPORTING E. Format of Transcripts Regal shall provide all hearing transcripts to the City in PDF format, or if requested, on 25-line numbered paper. All hearing transcripts shall go through Regal's rigorous Quality Control process prior to submission to the City, and shall include the CSR's signed certification page. Further, each hearing exhibit shall have a unique and sequential exhibit name or number. F. Expedited and/or Rough Transcripts When requested, Regal shall provide an expedited rough transcript within as little as 24 hours, up to one week. G. Invoices for Services Regal shall prepare an invoice for each hearing conducted. For expedited work, the invoice shall state the name of the person who made the request, as well as the time and date of the expedited request. In addition, all invoices shall state the date of the hearing, the name of the Personnel Board Secretary, the property address, Personnel Board case number and the appellant's name. H. Reproduction Activity Regal has the ability to reproduce photos, drawings, charts, and graphs used in hearings. Regal shall safeguard original exhibits provided by the hearing secretary so as to return them in their original condition and sequences. 1551 N. Tustin Ave, Ste 750, Santa Ana, CA 92705 1 Phone: 866.228,2685 1 www.regalcourtreporting.com j4 REGAL ® COURT REPORTING FIRM AND TEAM Regal Court Reporting, Inc. is a certified shorthand reporter -owned and operated agency founded in 2007 by Isaiah and Stephanie Leslie. Stephanie's experience as a CSR and Isaiah's experience in sales and marketing form the foundation of Regal's distinctive identity — a court reporting agency dedicated to fulfilling the comprehensive needs of any client, with the personalized touch and care inherent in a family -owned business. Regal prides itself in having built a team that exemplifies an unwavering commitment to delivering excellence and integrity. With 16 on staff and hundreds of court reporters in its network, Regal keeps an eye to the future, constantly striving to expand its clientele while making sure to maintain a staff robust enough to protect and enhance the customer experience. ii. Regal Court Reporting, Inc., is headquartered at 1551 N. Tustin Avenue, Suite 750, Santa Ana, CA 92705, conveniently located near the office of the City of Santa Ana. iii. Project Manager / Principal Agent: Stephanie Leslie, Co -Founder sleslie@regalcourtreporting.com (866) 228-2685 iv. Resumes attached herewith. 1551 N. Tustin Ave, Ste 750, Santa Ana, CA 92705 1 Phone: 866.228.2685 1 www.regalcourtreporting.com Isaiah Leslie Santa Ana, California, United States isaiah@regalcourtreporting.com 714-474-3606 linkedin.com/in/isaiahleslie Summary As a co-founder of Regal Court Reporting, I have been providing court reporting and litigation support services to AM 100 law firms, In-house and municipal organizations for over 17 years. My mission is to make depositions, arbitrations, hearings, public meetings and trials easier with our customized service, which includes court reporting, videography, interpreting, realtime, remote depositions, online depository, online scheduling, and trial technology. I am also an entrepreneur and a producer with 9 years of experience in video production and documentaries. I co- founded Regality Media, a production company that specializes in documentaries, commercials, branded content, and production services. I am currently working on a feature-length sports documentary, Wild About'88, The Rise of Arizona Wildcats basketball, and looking for a corporate or media partner to help finance post -production and distribution. I have a BA in Political Science from the University of Southern California and have published several articles on topics such as the California court system, the San Onofre Nuclear Generation Station, and the Irvine Ranch Water District. Experience ,ta Co -Founder Regal Court Reporting, Inc. Jun 2007 - Present (16 years 10 months) We provide court reporting and litigation support services from the point of discovery through to the end of trial. We are big enough to deliver on all almost every service along the way, whether its court reporting (in depositions or trial), videography (including site inspections and independent medical exams), interpreting, realtime, remote depositions, online depository, online scheduling or Trial Technology. We're not a corporate corporation with multiple levels of phone trees and staff. When you call us, you get the person you need to speak with in the right department, the first call, every time. President Regality Media Jan 2014 - Present (10 years 3 months) Regality Media is a production company specializing in documentaries, commercials, branded content, and production services. Whether you are a creative agency embarking on a new campaign, a company with a product to promote, or a fellow filmmaker in need of support, we can help. We utilize both in-- house talent, and a wide network of film professionals to help our clients tackle projects of any size. At Regality, "cinematic" is more than just an aesthetic buzzword. It's a holistic philosophy that puts equal emphasis on both style and substance. Our award winning work has been highlighted by The Orange County Business Journal, The Arizona Daily Star, as well as on TV and radio. -- Producer Waterfoot Films LLC Isaiah Leslie - page 1 Apr 2014 - Present (10 years) Promotion and distribution of The Invisible Man, a five -part web -series. Development of future projects, content and distribution channels. Account Manager Chemcentral Nov 2003 - Jul 2005 (1 year 9 months) Account Manager, Sales & Marketing, Development of new sales Sales Specialist The Seal Beach Sun Newspaper Mar 2002 - Nov 2003 (1 year 9 months) Managed the Classifieds, Service and Legal Directory, Wrote several Op -Ed pieces, conducted on -the - street interviews Education ® University of Southern California BA, Political Science 1996 - 2002 Political Science Skills Leadership Management • Business Development • Litigation Support • Wedding Officiant Depositions Court Reporting • Training Isaiah Leslie - page 2 Stephanie Leslie 1622 North Dressage Street, Orange, California 92869 1 (714) 904-5969 1 sleslie@regalcourtreporting.com Experience OWNER / CEO I REGAL COURT REPORTING I JULY 2007 - PRESENT Recruit, hire, train certified stenographers Management of quality control - transcript production Preparation of employee payroll Licensed stenographer reporting depositions, arbitrations, public meetings, and court proceedings FREELANCE STENOGRAPHER I JILIO VERITEXT, SARNOFF I SEPTEMBER 2004 - JUNE 2008 • Purchased and managed court reporting equipment Traveled to various locations as requested to swear in witnesses and report testimony stenographically Edited, proofread, and produced final transcripts of testimony as requested by agency and their clients Education ASSOCIATE OF ARTS I MAY 2002 1 FLORIDA COLLEGE, TEMPLE TERRACE, FLORIDA CERTIFICATE OF COURT REPORTING I JULY 20041 SOUTH COAST COLLEGE, ORANGE, CALIFORNIA Additional Certifications Registered Professional Reporter (RPR) from National Court Reporters Association Certified Realtime Reporter (CRR) from National Court Reporters Association California Certified Realtime Reporter (CCRR) from California Deposition Reporters Association Skills & Abilities Excellent interpersonal and communication skills Poised under pressure Detail oriented Task oriented Reliable with deadlines Activities and Interests Outdoors, traveling, church activities REGAL COURT REPORTING PROPOSED WORK PLAN Upon receiving a scheduling request from the City of Santa Ana ("City"), Regal Court Reporting, Inc. ("Regal") shall immediately add each request to calendar. ii. Two weeks in advance of the hearing date, Regal shall reach out to its network of Certified Shorthand Reporters ("CSRs") to secure coverage. iii. Regal shall notify the City of the placement of the CSR three business days prior to the scheduled hearing date. If Regal cannot place a CSR, they shall communicate with the City until they receive acknowledgement that a CSR was not scheduled for the hearing. iv. Regal shall instruct the CSRs to be present at the location of the hearing, with all necessary equipment set up, no less than 10 minutes before the scheduled start time. When requested, Regal shall provide an expedited rough transcript within as little as 24 hours, rip to one week. vi. Regal shall send reminders to CSRs at 10 and 12 calendar days to ensure timely delivery of transcripts. vii. Upon receiving transcripts from CSRs, said transcripts will be subject to Regal's rigorous Quality Control protocol to verify accurate speaker identification and spellings, and revisions shall be requested from CSRs as needed. viii. Regal shall reproduce photos, drawings, charts, and graphs used in hearings, and safeguard original exhibits provided by the hearing secretary so as to return them in their original condition and sequences. ix. Regal shall provide electronic copies of Q/C'd transcripts within 14 calendar days of the proceeding date. As such, Regal agrees to hold a copy of the transcript for a minimum of one (1) year after the conclusion of the hearing. The transcript shall include: (1) certification of original transcript and one copy; (2) condensed transcript ("mini"); and (3) word index. The original transcript shall be delivered to the requesting agency no later than 14 calendar days from when it is prepared. All transcripts will be produced and provided to the City in PDF format, or if requested, on 25-line numbered paper. All hearing transcripts shall include the CSR's signed 1551 N. Tustin Ave, Ste 750, Santa Ana, CA 92705 1 Phone: 866.228.2685 1 www.regalcourtreportingxom LEGAL COURT REPORTING certification page, and each hearing exhibit shall have a unique and sequential exhibit name or number. X. Within one or two days of transcript production, Regal shall prepare an invoice for each hearing conducted. For expedited work, the invoice shall state the name of the person who made the request, as well as the time and date of the expedited request. In addition, all invoices shall state the date of the hearing, the name of the Personnel Board Secretary, the property address, Personnel Board case number and the appellant's name. 1551 N. Tustin Ave, Ste 750, Santa Ana, CA 92705 I Phone: 866.228.2685 1 www.regalcourtreporting.com M CITY OF SANTA ANA ATTACHMENT A-1 PROPOSER'S CERTIFICATION Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit 1) and am qualified to provide services being requested as specified herein. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. PROPOSER'S STATEMENT: I have read, understood and agree to the terms and conditions on all pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the City in accordance with said terms and conditions. OF AUTHORIZED AGENI AND FAX 26-1751903 N/A FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IFAPPLICABLE) 36ca4 CITY OF SANTA ANA BUSINESS LICENSE NUMBER (PLEASE PROVIDE IFAVAILABLE, BUT NOT REQUIRED UNTIL AND IF AN AWARD IS MADE TO PROPOSER.) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. City of Santa Ana RFP 24-034 Page 26 of 34 m CITY OF SANTA ANA ATTACHMENT B REFERENCES City of Santa Ana RFP 24-034 Page 28 of 34 (9) CITY OF SANTA ANA List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. REFERENCE Customer Name: City of Huntington Beach - City Attorney's Office Contact Individual: Chris Keleman Address: 2000 Main Street, 4th Floor Phone Number: 714-536-5555 Huntington Beach CA 92648 EMAIL: Chris(a)surfcity-hb.orp Contract Amount: $10 000 Year: Description of supplies, equipment, or services provided: Court reporter and transcription services Customer Name: City of Anaheim Contact Individual. Ar ma a I ternandez Address: 200 S. Anaheim Blvd, Ste 620 Phone Number: 714-765-5110 Anaheim CA 92805 EMAIL: arihernandez(a)anaheim.net Contract Amount: $5 000 Year: 2023 Description of supplies, equipment, or services provided: Court reporter and transcription services REFERENCE Customer Name: 32nd District Agricultural Association State of Calif -•-i- Contact Individual: Summer Angus Address: 88 Fair Drive Phone Number: 714-708-1514 Costa Mesa, CA 92626 EMAIL: SAngus(cDocfair.com Contract Amount: $42,00 Year 20 - 2022 Description of supplies equipment or services provided Provided court reporters for Monthly board meetings and special committee meetings THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. City of Santa Ana RFP 24-034 Page 29 of 34 CITY OF SANTA ANA ATTACHMENT C PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposers bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Signed and Printed Title Co-founder Date THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. City of Santa Ana RFP 24-034 Page 30 of 34 CITY OF SANTA ANA ATTACHMENT D NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Cade Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above non -collusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this non -collusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. State of CA , County of v Subscribed and sworn to (or affirmed) before me on this 2y fh day of T' 20, by TSn 1Ck l Psi t1C� I RS� i P_ proved to me on the basis of satisfactory evidence to be the personal who appeared before me. urw ,, PORfIR14 PINEDA E COMM 9 23114T16.a. s ORANGE County ni j /-. � 7 r � Californiw M�tsry IuYli1!",' Fe1.. 22. 2026: _ o 9' tIG Signature Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. City of Santa Ana RFP 24-034 Page 31 of 34 CITY OF SANTA ANA ATTACHMENT E NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and Z-4-02 such subrecippiients shall certify and disclose accordingly. Signed: Title: Co -Founder Firm: Regal Court Reporting, Inc. Date: 3/23/2024 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. City of Santa Ana RFP 24-034 Page 32 of 34 (9) CITY OF SANTA ANA ATTACHMENT NON-DISCRIMINATION CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 1. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 2. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract City of Santa Ana RFP 24-034 Page 33 of 34 CITY OF SANTA ANA or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. S. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. � r Signed: Azz Title: Co -Founder Firm: Regal Court Reporting, Inc. Date: 3/23/2024 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. City of Santa Ana RFP 24-034 Page 34 of 34 EXHIBIT C CONSULTANT'S FEE PROPOSAL CITY OF SANTA ANA ATTACHMENT A-2 PERSONNEL BOARD APPEAL HEARINGS PROPOSAL PRICING FEE SCHEDULE Description of Service — Regal Court Reporting, Inc. Proposal Rate Per Service 1. Administrative Appeal Appearances: a. $1,135 (up to 3 hours) a. Half day hearing b. $2,245 b. Full day hearing c. $85/hour c. Overtime/Evening rate after 6:00 m 2. Maximum Cancellation Fee: Provide cancellation policy The Cancellation Fee is chargeable when cancellation is made $555 after 4:00 pm the day before the scheduled administrative appeal $1,135 if reporter is an route proceeding. 3. Transcript: Per page for original and certified copy (Rates are based on 25- $8,25/page line Per Page Format and Minimum Transcript Format Standards) 4. Expedited Transcript: a. Next Day a. addtl 100% of page rate b. 2-3 Business Days b. addtl 90% of page rate c. 4-5 Business Days c. addtl 70% of page rate d. 6-9 Business Days d. addtl 50% of page rate 5. Expedited Rough Electronic Transcript During Hearing: Next Da with purchase of full transcript) $2,15/page 6. Transcript Delivery by U.S. PostalMail: 35 per box 7. Transcript Delivery by Other Delivery Service or Vendor Drop Off: $50 per box Per delivery in one box of one or more transcripts 8. Real-time Service to Hearing Officer/Counsel: $2.55/page (Please specify any fee that is charged for "real-time" services and $110/unit equipment rental is billed in addition to per page rate 9. Court of Appeal Transcript: Change cover page, Repaginate, and Reprint New Original $2.00/page, $150 minimum Transcript, including exhibits THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. City of Santa Ana RFP 24-034 Page 27 of 34 ACCPRo® CERTIFICATE OF LIABILITY INSURANCE °" 9/ p°4Y" THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER NAME: Stratum Insurance Agency LLC FAX NCNNo, Ext: 949-270-0609 (A/C, No): 949-270-0608 ADDRESS: helpdesk@stratuminsurance.com 10620 Southern Highlands Pkwy INSURER(S) AFFORDING COVERAGE NAICM Suite 110-276 INSURERA: RU INS CO 13056 Las Vegas NV 89141 INSURED INSURER B: GREAT AMER INS CO 16691 INSURER C : Regal Court Reporting Inc INSURER D : 1551 N.Tustin Avenue INSURER E : 0750 INSURER F: Santa Ana CA 92705 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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. LTR TYPE OF INSURANCE INSD MID POLICY NUMBER (MMIDD/1'YYY) MWDOIYYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE NOCCUR Y Y PMB0001032 5/15/2024 5/15/2025 EACH OCCURRENCE $ 2,000,000 PREMISES (Ea occurrence) $ 11000,000 MED EXP (Any one person) $ 10,000 PERSONAL&AOV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO ECT LOG OTHER: GENERALAGGREGATE $ 4,000,000 X PRODUCTS-COMP/OPAGG $ 4,000,000 $ A AUTOMOBILE X LIABILITY ANY AUTO ALL OSCHEDULED AUUTOSS AUTOS HI RED AUTOS X NON -OWNED Alfi05 PMB0001032 5/15/2024 5/15/2025 (Ea accident) $ 2,000,000 BODI LY INJURY (Per person) $ BODILY INJURY (Per accident) $ (Per accident $ $ A X UMBRELLA LIAR EXCESS LIAB J( OCCUR CLAIMS -MADE PME0001077 5/15/2024 5/15/2025 EACH OCCURRENCE $ 5,000,000 AGGREGATE $ 5,000,000 DED RETENTION $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETORIPARTNERIEXECUTIVE OFFICERIMEMBER EXCLUDED? �N (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below NIA PMW0001033 5/15/2024 5/15/2025 STATUTE ER E.L. EACH ACCIDENT $ 11000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE -POLICY LIMIT $ 1,000,000 A Professional Liability(E&O) Y RTP0042032 4/23/2024 4/23/2025 Limit;$1,000,000 Each Claim$1,000,000 Aggregate B Crime I Fidelity SAAE83300801 4/1/2024 4/1/2025 Limit: $1 1000,000 DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached IT more space is required) Additional insured endorsement applies per RTP 101 for professional liability. Additional insured endorsement applies per policy form PPB 304G 0413 for general liability. Waiver of subrogation applies per the policy form PPS 315G 1113. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Cityof Santa Ana a m�a,,,,a App—e b, Risk Management Department aNu7k iG....ohe.L „ u,.,,c.. 20 Civic Center Plaza Santa Ana CA 927014058 ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE /J �pf ., C7 © 1988.2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD Policy Number: RTP0042032 RLI Insurance Company Target ProfessionalsTM — Miscellaneous Professional Liability Policy NOTICE: This Policy covers only those Claims first made against the Insured during the Policy Period and first reported to the Insurer during the Policy Period, the Automatic Extended Reporting Period, or if applicable, during the Extended Reporting Period, pursuant to the terms and conditions of the Policy. In consideration of the payment of the premium and reliance upon all statements made and information furnished to the Insurer, including the statements made in the Application and all attachments and materials submitted therewith and subject to all the provisions of this Policy, the Insurer agrees as follows: 1. INSURING AGREEMENTS a. The Insurer will pay on behalf of the Insured, Claim Expenses and Damages in excess of the Deductible that the Insured shall become legally obligated to pay because of Claims first made against the Insured during the Policy Period and first reported to the Insurer during the Policy Period, the Automatic Extended Reporting Period, or if applicable, during the Extended Reporting Period, for Wrongful Acts, committed on or subsequent to the Retroactive Date and before the end of this Policy Period, to which this insurance applies. b. The Insurer will pay on behalf of the Insured, Claim Expenses and Damages in excess of the Deductible that the Insured shall become legally obligated to pay because of Claims first made against the Insured during the Policy Period and first reported to the Insurer during the Policy Period, the Automatic Extended Reporting Period, or if applicable, during the Extended Reporting Period, alleging Third Party Discrimination, committed on or subsequent to the Retroactive Date and before the end of this Policy Period, to which this insurance applies. 2. ADDITIONAL COVERAGE EXTENSIONS a. Reimbursement of Expenses The Insurer will reimburse the reasonable expenses incurred by the Insured, including loss of wages, if the Insured is required by the Insurer to attend arbitration or mediation proceedings, trials or hearings in defense of a Claim, in the amount of $250 per day for each Insured who attends such proceedings at the Insurer's request, subject to a maximum of $5,000 per Claim. Payments made pursuant to this provision shall be in addition to the Limits of Liability shown in the Policy Declarations. The Deductible amount stated in the Policy Declarations shall not apply to the payments made by the Insurer pursuant to this provision. b. Marital Estate Extension Subject otherwise to the terms hereof, this Policy shall cover Damages and Claim Expenses as a result of a Claim against the lawful spouse or domestic partner (whether such stature is derived by reason of statutory law, common law, or any other applicable law of any jurisdiction in the world) of the Insured for Claims arising solely out of his or her capacity as the spouse or domestic partner of the Insured, including such Claims that seek Damages recoverable from marital community property, property jointly held by the Insured and the spouse or domestic partner, or property transferred from the Insured to the spouse or domestic partner; provided, however, that this extension shall not afford coverage for Wrongful Acts of the spouse or domestic partner. All terms, conditions and other provisions of this Policy, including any provision(s) regarding the Deductible or the Limits of Liability, which would be applicable to Damages and Claim Expenses incurred by the Insured in such Claim, shall also apply to Damages and Claim Expenses incurred by the spouse or domestic partner in such Claim. 3. DEFENSE AND SETTLEMENT The Insurer has the right and duty to defend any Claim to which this insurance applies, up to the Limit of Liability of the Policy, even if the allegations of the Claim are groundless, false or fraudulent. The duty to defend ends when the Insurer has tendered the remaining Limit of Liability of the Policy to the Named Insured or upon exhaustion of the Limit of Liability of the Policy by payment of Claim Expenses or Damages. The Insurer will pay Claim Expenses RTP 101 (02/17) Insured Page 1 of 10 pursuant to its duty to defend Claims to which the insurance applies. The Insurer has the right to investigate, adjust, defend, appeal and, with the consent of the Named Insured, negotiate the settlement of any Claim whether within or above the Deductible. If the Named Insured refuses to consent to a settlement within the Limit of Liability of the Policy recommended by the Insurer, the Insurer's obligation to all Insureds for Damages and Claim Expenses attributable to such Claim shall be limited to: a. the amount of the covered Damages in excess of the Deductible which the Insurer would have paid in settlement at the time the Named Insured first refused to settle; b. plus covered Claim Expenses incurred up to the date the Named Insured first refused to settle; c. plus seventy-five percent (75%) of covered Claim Expenses and Damages in excess of the first settlement amount recommended by the Insurer to which the Named Insured did not consent. Payment of a., b. and c. above, is the limit of the Insurer's liability under this Policy on any Claim in which the Named Insured fails or refuses to consent to the Insurer's settlement recommendation within the Limit of Liability of the Pol- icy, subject at all times to the Limits of Liability and Deductible provisions. The remaining twenty-five percent (25%) of covered Claim Expenses and Damages in excess of the first settlement amount recommended by the Insurer to which the Named Insured did not consent shall be the obligation of the Named Insured. All Insureds agree to cooperate with the Insurer and provide such assistance and information as the Insurer may reasonably request. Upon the Insurer's request, any Insured shall submit to examination and interrogation by a repre- sentative of the Insurer, under oath if required, and shall attend hearings, depositions, trials and shall assist in the conduct of suits, including but not limited to effecting settlement, securing and giving evidence, obtaining the atten- dance of witnesses, giving written statements to the Insurer's representatives and meeting with such representatives for the purpose of investigation and/or defense, all of the above without charge to the Insurer. All Insureds further agree not to take any action, without the Insurer's prior written consent, which may increase any Insured's or the Insurer's exposure for Claim Expenses or Damages. All Insureds shall execute all papers required and shall do everything that may be necessary to secure and preserve any rights of indemnity, contribution or apportionment which an Insured or the Insurer may have, including the execu- tion of such documents as are necessary to enable the Insurer to bring suit in an Insured's name, and shall provide all other assistance and cooperation which the Insurer may reasonably require. An Insured shall not demand or agree to arbitration or mediation of any Claim after a Claim is made without the prior written consent of the Insurer. An Insured shall not, except at personal cost, make any offer or payment, admit any liability, settle any Claim, assume any obligation, or incur any expense without the Insurer's prior written consent. Any such offer or payment, admission of liability, settlement, assumption of any obligation, or expense incurred without the Insurer's prior written consent shall be the sole obligation of the Insured. The Insurer will have no obligation to pay Damages or Claim Expenses or to defend any Claim after the Limits of Liability have been exhausted by tendering the remaining Limit of Liability of the Policy to the Named Insured or exhausted by payment of Claim Expenses or Damages. Further, the Insurer has no obligation to apply for or furnish costs of attachment or similar bonds. The Named Insured shall promptly reimburse the Insurer for all Claim Expenses paid or incurred by the Insurer on account of a Claim upon a final judgment or adjudication that the Insurer owes no duty to defend the Claim. 4. DEFINITIONS When used in this Policy: "Bodily Injury" means physical injury, mental anguish, emotional distress, sickness, disease or death of any person. "Circumstance" means any fact, situation, event or occurrence that could reasonably be the basis for a Claim. "Claim" means: a. a demand for money as compensation for a Wrongful Act; or RTP 101 (02/17) Page 2 of 10 Insured b. any civil judicial or administrative proceeding, including a Disciplinary Proceeding, mediation or arbitration initi- ated against any Insured seeking to hold such Insured responsible for a Wrongful Act, including any appeal therefrom; or c. any request to toll the statute of limitations relating to a Wrongful Act. A Claim shall be considered first made when any Insured or the Insured's legal representative or agent first receives notice of the Claim. "Claim Expenses" means reasonable and necessary legal fees and expenses incurred by the Insurer or by any attorney designated by the Insurer to defend any Insured and all other fees, costs, costs of attachment or similar bonds resulting from the investigation, adjustment, defense and appeal of a Claim, but does not include salaries, wages, overhead or benefits expenses of any Insured. The Insurer has no obligation, however, to apply for or furnish costs of attachment or similar bonds. Claim Expenses do not include any fees and expenses incurred prior to the date the Insured first provided notice of a Claim to the Insurer. "Damages" means monetary judgments or settlements, including but not limited to compensatory damages, pre- judgment and post -judgment interest that an Insured is legally obligated to pay, and punitive or exemplary damages to the extent such damages are insurable under applicable law, but shall not mean or include any of the following: a. that portion of any multiplied damage award that exceeds the amount multiplied, criminal or civil fines or penalties imposed by law, taxes, matters deemed uninsurable under the law pursuant to which this Policy shall be con- strued; or b. the return, reduction or dispute over any fees, deposits, expenses, costs, or commissions charged or collected by the Insured. For the purpose of determining the insurability of punitive damages or exemplary damages, the laws of the jurisdiction most favorable to the insurability of such damages shall control that determination, provided that such jurisdiction has a substantial relationship to the Named Insured or to the Claim giving rise to such punitive damages and exemplary damages. "Disciplinary Proceeding" means any proceeding by a licensing board, accreditation body or governmental agency with authority to regulate the Professional Services performed by an Insured or to investigate charges of wrong- doing by an Insured in the rendering or failing to render Professional Services. "Employee" means any full time, part time, leased, or seasonal employee. "Insured" means: a. the Named Insured; b. any past or present principal, partner, officer, director, or Employee of the Named Insured or Subsidiary (and if the Named Insured is a partnership, limited liability partnership or limited liability company, then any general or managing partner or principal thereof), but only with respect to Professional Services performed on behalf of the Named Insured or any Subsidiary; c. any independent contractors who are natural persons, but solely with respect to Professional Services per- formed on behalf of the Named Insured or Subsidiary; d. any Subsidiary, but solely with respect to Wrongful Acts which occur while it is a Subsidiary; e. in the event of bankruptcy, death, incapacity, incompetency, or insolvency of any Insured described in paragraph b. above, such Insured's legal representative while acting within the scope of his or her duties as such; f. any joint venture entered into by the Named Insured or Subsidiary, but solely for the negligence of the Named Insured or Subsidiary in the rendering of Professional Services under the respective joint venture; RTP 101 (02/17) Insured Page 3 of 10 g. any entity whom the Named Insured or Subsidiary is required by written contract to add as an additional insured under this Policy, but solely for Wrongful Acts of the Named Insured or Subsidiary. "Named Insured" means the entity or natural person specified in Item 1. of the Policy Declarations. "Parent Organization" means any entity that owns more than fifty percent (50%) of the Named Insured as of the effective date of this Policy. "Personal Injury" means: a. The wrongful eviction from, wrongful entry into, or invasion of the right of private occupancy; b. Oral or written publication, in any manner, of material that slanders or libels a person or organization or dis- parages a person's or organization's goods, products or services; c. Oral or written publication, in any manner, of material that violates a person's right of privacy; or d. False arrest, detention or imprisonment. "Policy Period" means the period from the effective date of this Policy to the Policy expiration date as stated in Item 2. of the Declarations or the effective date of cancellation or nonrenewal, if any. Policy Period does not include any Automatic Extended Reporting Period. If the length of the Policy Period is the same as the Policy Year, the terms Policy Period and Policy Year are used interchangeably herein. "Policy Year" means each consecutive twelve (12) months of the Policy Period beginning on the effective date shown in the Declarations. However, if a Policy Year within a Policy Period is modified by an endorsement, then that modified year will be deemed a Policy Year for the purpose of determining the Aggregate Limit of Liability as stated in Item 3. b. of the Policy Declarations. "Professional Services" means services rendered to others for a fee solely in the conduct of the Insured's pro- fession as stated in Item 8. of the Policy Declarations. "Property Damage" means physical injury to tangible property, including the resulting loss of use of that property or loss of use of tangible property which has not been physically injured. "Retroactive Date" means the date specified in Item 5. of the Declarations. "Subsidiary" means any entity, other than a joint venture, of which the Named Insured has an ownership or con- trolling interest of more than fifty percent (50%) before the Policy Period. "Third Party Discrimination" means discrimination on the basis of age, sex, race, color, religion, disability, preg- nancy, familial status, marital status, national origin, sexual preference or other protected class or characteristic established under applicable federal, state or local statute or ordinance by the Insured against any person with whom the Insured interacts while providing Professional Services related to the conduct of the Insured's business. Third Party Discrimination does not include alleged discrimination in connection with the Insured's employment practices. "Wrongful Act" means any actual or alleged error, omission or negligent act, committed solely in the rendering of or failure to render Professional Services by an Insured or any person or entity for which the Insured is legally liable. Wrongful Act also means any actual or alleged error, omission or negligent act committed solely in the rendering of or failure to render Professional Services by an Insured or any person or entity for which the Insured is legally liable and that results in Personal Injury. 5. EXCLUSIONS The Insurer shall not be liable for Damages or Claim Expenses in connection with any Claim arising out of, directly or indirectly resulting from or in consequence of or in any way involving: RTP 101 (02/17) Page 4 of 10 Insured a. conduct by any Insured that is criminal, fraudulent, dishonest or with the intent to cause damage; however, this Exclusion shall not apply to Claim Expenses incurred until a final judgment or adjudication is rendered against any Insured for such conduct at which time the Insured shall reimburse the Insurer for Claim Expenses paid or incurred on account of such Claim. The Insurer will not defend the Insured in any criminal proceedings. This Exclusion will apply separately to each Insured and will not apply to any Insured who did not commit, par- ticipate in, acquiesce to, or ratify such conduct committed by another Insured. b. the gaining by any Insured of any personal profit, remuneration or advantage to which any Insured was not legally entitled. c. any Claim brought or maintained by, on behalf of, or in the right of: (i) any Insured. However, this Exclusion does not apply to any Claim brought or maintained by, on behalf of, or in the right of any entity whom the Named Insured or Subsidiary is required by written contract to add as an additional insured under this Policy; or (ii) any person or entity related to an Insured through common ownership, control, or management. d. any express warranties or guarantees by any Insured, or liability assumed by any Insured under any contract or agreement, unless an Insured would have been legally liable in the absence of such contract or agreement. e. any Circumstance of which any partner, member, director, or officer of the Insured was aware prior to the effec- tive date of this Policy and could have reasonably expected to give rise to a Claim; or any future Claim or litiga- tion based upon or derived from the same or essentially the same Circumstance; provided that, if this Policy is a renewal of a Policy or Policies previously issued by the Insurer and if the coverage provided by the Insurer was continuous from the effective date of the first such other Policy to the effective date of this Policy, the reference in this Exclusion to "effective date" will mean the effective date of the first Policy under which the Insurer first provided continuous coverage to an Insured. f. any Circumstance or Claim, which prior to the effective date of this Policy was the subject of any notice under any prior insurance policy. g. any actual or alleged Bodily Injury or Property Damage; however, this Exclusion shall not apply to mental anguish or emotional distress in a Claim for Personal Injury. h. any actual or alleged failure to effect or maintain any insurance or bond. i. any actual or alleged activity by any Insured in a fiduciary capacity as respects any employee benefit or pension plan under the Employee Retirement Income Security Act of 1974 (ERISA) or any amendments thereof or similar state, federal or local statutory laws or common law. j. any actual or alleged violation of any securities, antitrust, restraint of trade, unfair trade practices, consumer pro- tection, or other similar law by any person, including but not limited to any Insured. k. any actual or alleged or threatened discharge, dispersal, release or escape of smoke, vapors, soot, fumes, acids, alkalis, toxic chemicals, lead, liquids or gases, waste materials, or other irritants, contaminants or pollutants into or upon land, the atmosphere or any water course or body of water, whether or not such actual, alleged or threatened discharge, dispersal, release or escape is sudden, accidental or gradual in nature, or any cost or expense arising out of any request, demand, or order that an Insured or others test for, monitor, clean up, remove, contain, treat, detoxify or neutralize any pollutants. I. a Claim asserted by a current, prior, or prospective Employee of an Insured. m. any actual or alleged infringement of any copyright, patent, trademark, trade name, trade dress or service mark; or wrongful appropriation, use, or disclosure of trade secrets by any person, including but not limited to any Insured. n. any actual or alleged failure of any Insured to honor an Insured's cost guarantee or cost estimates for Profes- sional Services rendered or to be rendered. RTP 101 (02/17) Page 5 of 10 Insured o. any actual or alleged rendering or failure to render investment or insurance counseling or advice; the purchase or selling of, or failure to purchase or sell an investment or insurance of any kind; or any Insured's advice, promise(s) or guarantee(s) regarding the future value of any investments or interest rate or rate of return; or any Insured's advice, promise(s) or guarantee(s) regarding the coverage provided or not provided by insurance of any kind. 6. LIMITS OF LIABILITY AND DEDUCTIBLE Regardless of the number of Insureds under this Policy, Claims brought on account of Wrongful Act(s) or otherwise, the Insurer's liability is limited as follows: a. for Claims arising under Insuring Agreement 1. a. of this Policy, the Limit of Liability specified in Item 3. b. of the Policy Declarations as the Aggregate shall be the Insurer's maximum liability for Damages for all Claims during the Policy Year. b. for Claims arising under Insuring Agreement 1. a. of this Policy, the Limit of Liability specified in Item 3. a. of the Policy Declarations as the Limit for each Claim shall be the Insurer's maximum liability for Damages for each Claim during the Policy Year, and subject to the Aggregate Limit of Liability specified in Item 3. b. of the Policy Declarations. c. for Claims arising under Insuring Agreement 1. b. of this Policy, the Insurer's maximum liability for Damages and Claim Expenses shall not exceed $25,000, subject to the Aggregate Limit of Liability specified in Item 3. b. of the Policy Declarations. d. for Claims arising under Insuring Agreement 1. a. of this Policy, Claim Expenses shall be paid in addition to the Limits of Liability as shown in the Policy Declarations. e. the Deductible amount stated in Item 4. of the Policy Declarations shall apply to Damages and Claim Expenses and shall apply separately to each and every Claim. The Named Insured shall pay the Deductible stated in Item 4. of the Policy Declarations for Damages and Claim Expenses. Subject to the Limits of Liability, the Insurer shall only be liable to pay for Damages and Claim Expenses in excess of such Deductible, and such Deductible shall not be insured under this Policy. f. the Limit of Liability for the Automatic Extended Reporting Period and the Extended Reporting Period, if applica- ble, shall be part of and not in addition to the Limits of Liability specified in Item 3. of the Policy Declarations. g. Claims based upon or arising out of the same Wrongful Act, interrelated Wrongful Acts, or a series of similar or related Wrongful Acts shall be considered a single Claim subject to one Claim Limit and shall be considered first made during the Policy Period, the Automatic Extended Reporting Period or Extended Reporting Period, if appli- cable, in which the earliest Claim arising out of such Wrongful Act(s) was first made and all Damages from such Claims shall be subject to the one Limit of Liability that applies to such earliest Claim, regardless of whether the earliest such Claim predates the Policy Period. h. the Limits of Liability of this Policy apply separately to each consecutive annual period and to any remaining peri- od of less than twelve (12) months, starting with the beginning of the Policy Period shown in Item 2. of the Policy Declarations, unless the Policy Period is extended after issuance for an additional period of less than twelve (12) months. In that case, the additional period will be deemed part of the last preceding twelve (12) month period for purposes of determining the Limits of Liability. 7. NOTICE a. Each Insured as a condition precedent to the coverage hereunder: (i) shall provide written notice of a Claim as soon as possible, of particulars sufficient to identify the Insured and all reasonably obtainable information with respect to the time, place and particulars thereof, and the names and addresses of available witnesses; (ii) if a Claim is made, the Insured, shall immediately forward to the Insurer every demand, notice, summons, order or other process received by the Insured or the Insured's representative. This requirement continues throughout the life of the Claim. RTP 101 (02/17) Page 6 of 10 Insured b. If any Insured shall commit fraud in proffering any Claim as regards amount or otherwise, the insurance shall become void as to such Insured from the date such fraudulent Claim is proffered. c. Notice to any Insureds may be given to the Named Insured at the address shown in Item 1. of the Declarations. It is agreed the Named Insured shall act on behalf of all Insureds with respect to the giving and receiving of notice of Claim, Circumstance, or Damages, cancellation or termination, the payment of premiums and the re- ceiving of any return premiums that may become due under this Policy, the negotiation, agreement to and acceptance of any endorsements issued to form a part of this Policy, and the exercising or declining to exercise any right to an Extended Reporting Period. All notices under this Policy shall be in writing and given by prepaid express courier, certified mail, e-mail, or facsimile. Notice to the Insurer of any Claim under this Policy shall be given to RLI Insurance Company 9025 North Lindbergh Drive Peoria, Illinois 61615-1431 Attention: Claim Department Facsimile: (866) 692-6796 E-mail: new.claim@rlicorp.com All other notices to the Insurer under this Policy shall be given to the same addressee but to the attention of the Underwriting Department. Notice given as described above shall be deemed to be received and effective upon actual receipt thereof by the addressee or one day following the date such notice was sent, whichever is earlier. d. If the Insured first becomes aware of a Circumstance during the Policy Period, for which this Policy may apply, and if during the Policy Period, or the Automatic Extended Reporting Period, or if applicable, during the Extended Reporting Period, the Insured gives prompt written notice, containing details of: (i) the alleged Circumstance and implicated Professional Services; and (ii) the specific nature and extent of the injury or damage which has been sustained; and (iii) how the Insured first became aware of such Circumstance; then any Claim that may subsequently be made against the Insured arising out of such Circumstance shall be deemed to have been made on the date first written notice of the Circumstance was received by the Insurer. If the Policy expires, is cancelled by the Named Insured or is nonrenewed and if no Extended Reporting Period is purchased, the right to give notice of a Circumstance as conferred upon the Insured in this Paragraph shall terminate at the end of the Automatic Extended Reporting Period. If an Extended Reporting Period is purchased, the right to give notice of a Circumstance as conferred upon the Insured in this Paragraph shall terminate no later than the last day of the Extended Reporting Period. 8. CANCELLATION OR NONRENEWAL This Policy shall terminate at the earliest of the following times: a. the effective date of cancellation or nonrenewal specified in a prior written notice by the Named Insured to the Insurer; b. ten (10) days after the Insurer mailed written notice of cancellation to the Named Insured based upon failure to pay premium due, unless such premium is received by the Insurer prior to such tenth (10th) day; c. at such other time as may be agreed upon in writing by the Insurer and the Named Insured; or d. upon expiration of the Policy Period as set forth in Item 2. of the Declarations of this Policy. The Insurer shall refund the unearned premium computed at customary short rates if this Policy is terminated by the Named Insured. Under any other circumstances; including, if the Policy is cancelled by the Named Insured due to the closing or sale of the Named Insured's business or the death of the sole proprietor where the Named Insured is RTP 101 (02/17) Insured Page 7 of 10 sole proprietorship, the refund shall be computed pro rate. Payment or tender of any unearned premium by the Insurer shall not be a condition precedent to the effectiveness of such termination, but such payment shall be made as soon as practicable. 9. AUTOMATIC EXTENDED REPORTING PERIOD AND EXTENDED REPORTING PERIOD a. Provided the Policy's premium has been paid in full and all the terms of the Policy have been fully complied with, the Named Insured shall be entitled to a sixty (60) day Automatic Extended Reporting Period for no additional premium. This extension shall apply to any Claim first made against an Insured during the Policy Period arising out of Wrongful Acts committed on or subsequent to the Retroactive Date and prior to the end of the Policy Period and first reported to the Insurer, in writing, during the sixty (60) days immediately following the end of the Policy Period. The Automatic Extended Reporting Period shall immediately expire upon the effective date of replacement coverage. b. If the Policy is canceled or nonrenewed for any reason other than nonpayment of premium, the Named Insured may purchase, by paying the additional premium set forth in Item 9. of the Declarations for this Policy, an Ex- tended Reporting Period to report any Claim first made against the Insured during the Extended Reporting Period arising out of Wrongful Acts committed on or subsequent to the Retroactive Date and prior to the end of the Policy Period and first reported to the Insurer, in writing, during the Extended Reporting Period. The ability to purchase an Extended Reporting Period shall immediately expire upon the effective date of replacement coverage. The Named Insured must request the purchase of the Extended Reporting Period, in writing to the Insurer and in accordance with Section 7.c. of this Policy, and pay the additional premium due no later than sixty (60) days after the effective date of such cancellation or nonrenewal. If purchased, the Extended Reporting Period begins on the effective date of cancellation or nonrenewal of the Policy. The Extended Reporting Period will run concurrently with the Automatic Extended Reporting Period. All premiums paid with respect to the Extended Reporting Period shall be deemed fully earned as of the first day of the Extended Reporting Period. The Limit of Liability applicable to the Automatic Extended Reporting Period and Extended Reporting Period will be the Limit of Liability remaining under the terminated Policy or as otherwise required by the regulatory guidelines governing this type of insurance. For the purpose of this Section, any change in premium or terms on renewal shall not constitute a refusal to renew. 10. ACQUISITION OR CREATION OF ANOTHER ENTITY If, after the beginning of the Policy Period, the Named Insured: a. acquires substantially all of the assets of another entity; or b. acquires voting securities in another entity or creates another entity, which as a result of such acquisition or creation becomes a Subsidiary; or c. acquires another entity by merger such that the Named Insured is the surviving entity; then the coverage provided under this Policy shall apply to such new creation or acquisition; but only with respect to Wrongful Acts occurring or allegedly occurring after the acquisition, merger or creation. As a condition for any cover- age under this Section 10., if the current year annual gross receipts of the new entity created or acquired under Par- agraphs a., b. or c., above, exceed fifteen percent (15%) of the current year annual gross receipts of the Named Insured as reflected in the most recent Application on file with the Insurer, then coverage for such newly created or acquired entity will cease ninety (90) days after the effective date of such creation or acquisition unless, within such ninety (90) day period: (i) the Named Insured provides the Insurer with written notice of such creation or acquisition; and (ii) the Named Insured provides the Insurer with such information in connection therewith as the Insurer may deem necessary; and RTP 101 (02/17) Page 8 of 10 Insured (III) the Named Insured accepts any special terms, conditions, exclusions, or additional premium charge as may be required by the Insurer; and (iv) the Insurer, in its sole discretion, agrees by written endorsement to provide such coverage. The Named Insured is not required to provide written notice to the Insurer under this Section if: 1. the current year annual gross receipts of the newly created or acquired entity do not exceed fifteen percent (15%) of the current year annual gross receipts of the Named Insured as reflected in the most recent Application on file with the Insurer; or 2. the creation or acquisition occurs less than ninety (90) days prior to the end of the Policy Period. 11. CHANGE OF CONTROL If, during the Policy Period: a. the Named Insured shall consolidate with or merge into, or sell all or substantially all of its assets to, any other person or organization or group of persons or organizations acting in concert; or b. any person or organization or group of persons or organizations acting in concert shall acquire an amount of the outstanding securities representing more than fifty percent (50%) of the voting power for the election of directors of the Named Insured, or acquires the voting rights of such an amount of such securities; (either of the above events herein referred to as the "Transaction") then this Policy shall continue in full force and effect as to Wrongful Acts committed prior to the effective date of the Transaction, but there shall be no coverage afforded by any provision of this Policy for any Wrongful Act committed after the effective date of the Transaction. The Named Insured shall also have the right to elect the Extended Re- porting Period described in Section 9. of this Policy within thirty (30) days after the effective date of the Transaction. The Named Insured shall give the Insurer written notice of the Transaction as soon as practicable, but not later than thirty (30) days after the effective date of the Transaction. 12. REPRESENTATIONS AND SEVERABILITY The Insureds represent that the particulars and statements contained in the Application and all attachments are true and agree that: a. those particulars and statements are the basis of this Policy and are to be considered as incorporated into and constituting a part of the Policy; b. those particulars and statements are material to the acceptance of the risk assumed by the Insurer; and c. this Policy is issued in reliance upon the truth of such representations. Except for material facts or circumstances known to the person or persons signing the Application, no statement in the Application of knowledge or information possessed by an Insured shall be imputed to any other Insured for the purpose of determining the availability of coverage. 13. SUBROGATION In the event of any payment under this Policy, the Insurer shall be subrogated to the extent of such payment to all the Insureds rights of recovery. The Insureds shall execute and deliver all instruments and papers and do whatever else is necessary to secure and preserve such rights, including the execution of such documents necessary to enable the Insurer to effectively bring suit in the name of the Insureds. Any recoveries will be applied as follows: a. first, to the Insurer up to the amount of its payment for Damages and Claim Expenses; b. then, to the Insured as recovery of Deductible amounts paid as Damages and Claim Expenses. RTP 101 (02/17) Insured Page 9 of 10 14. OTHER INSURANCE This Policy is excess of all other insurance, including but not limited to any insurance under which there is a duty to defend, unless such other insurance is specifically written to be in excess of this Policy. 15. WORLDWIDE TERRITORY Coverage under this Policy shall extend to Wrongful Acts committed anywhere in the world, provided that the Claim is first made against the Insured within the United States of America, its territories or possessions. 16. ADDITIONAL INSURED STATUS FOR PARENT ORGANIZATION The Parent Organization is named as an additional insured, but only as respects Claims first made against the Parent Organization during the Policy Period and first reported to the Insurer during the Policy Period, the Auto- matic Extended Reporting Period or, if applicable, during the Extended Reporting Period, for Wrongful Acts by an Insured. 17. ACTION AGAINST THE INSURER No action shall lie against the Insurer unless as a condition precedent thereto, there shall have been full compliance with all of the terms of this Policy, and until the amount of an Insured's obligation to pay shall have been finally deter- mined either by judgment against the Insured after actual trial or by written agreement of the Insured, the claimant or the claimant's legal representative, and the Insurer. Any person or the legal representatives thereof who has secured such judgment or written agreement shall thereafter be entitled to recover under this Policy to the extent of the insurance afforded by this Policy. No person or entity shall have any right under this Policy to join the Insurer as a party to any action against the Insured to determine the Insured's liability, nor shall the Insurer be impleaded by the Insured or their legal representatives. Bankruptcy or insolvency of the Insured or their successors in interest shall not relieve the Insurer of its obligations hereunder. 18. ASSIGNMENT This Policy and any and all rights hereunder are not assignable without the written consent of the Insurer. 19. CHANGES The terms and conditions of this Policy shall not be waived or changed, except by endorsement issued to form a part of this Policy. 20. TERMS OF POLICY CONFORMED TO STATUTE Terms of this Policy which are in conflict with the statutes of the state wherein this Policy is issued are hereby amended to conform to such statutes. 21. HEADINGS The descriptions in the headings of this Policy are solely for convenience and form no part of the Policy terms and conditions of coverage. 22. LIBERALIZATION If the Insurer adopts any revisions to this Policy during the Policy Year that would broaden coverage without addi- tional premium, the broadened coverage will apply to this Policy at the inception date of the next Policy Year, but it will not apply to Claims that were first made against any Insured prior to the effective date of such revision. This Liberalization provision does not apply to the Insurer's issuance, use, amendment, reformation of, or change to, any endorsement that may be used in connection with the provision of any Professional Liability insurance. 23. ENTIRE AGREEMENT The Insureds agree that this Policy, including the Application, attachments and any endorsements, constitutes the entire agreement between the Insureds and the Insurer or any of its agents relating to this insurance. RTP 101 (02/17) Page 10 of 10 Insured Policy Number: PMB0001032 RLI Insurance Company Named Insured: Regal Court Reporting, Inc THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack® FOR PROFESSIONALS BLANKET ADDITIONAL INSURED ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM - SECTION II — LIABILITY 1. C. WHO IS AN INSURED is amended to include as an additional insured any person or organization that you agree in a contract or agreement requiring insurance to include as an additional insured on this policy, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused in whole or in part by you or those acting on your behalf: a. In the performance of your ongoing operations; b. In connection with premises owned by or rented to you; or c. In connection with "your work' and included within the "product -completed operations hazard". 2. The insurance provided to the additional insured by this endorsement is limited as follows: a. This insurance does not apply on any basis to any person or organization for which coverage as an additional insured specifically is added by another endorsement to this policy. b. This insurance does not apply to the rendering of or failure to render any professional services. c. This endorsement does not increase any of the limits of insurance stated in D. Liability And Medical Expenses Limits of Insurance. 3. The following is added to SECTION III H.2. Other Insurance — COMMON POLICY CONDITIONS (BUT APPLICABLE ONLY TO SECTION II — LIABILITY) However, if you specifically agree in a contract or agreement that the insurance provided to an additional insured under this policy must apply on a primary basis, or a primary and non-contributory basis, this insurance is primary to other insurance that is available to such additional insured which covers such additional insured as a named insured, and we will not share with that other insurance, provided that: a. The "bodily injury" or "property damage" for which coverage is sought occurs after you have entered into that contract or agreement; or b. The "personal and advertising injury" for which coverage is sought arises out of an offense committed after you have entered into that contract or agreement. 4. The following is added to SECTION III K. 2. Transfer of Rights of Recovery Against Others to Us — COMMON POLICY CONDITIONS (BUT APPLICABLE TO ONLY TO SECTION 11 — LIABILITY) We waive any rights of recovery we may have against any person or organization because of payments we make for "bodily injury", "property damage" or "personal and advertising injury" arising out of "your work' performed by you, or on your behalf, under a contract or agreement with that person or organization. We waive these rights only where you have agreed to do so as part of a contract or agreement with such person or organization entered into by you before the "bodily injury" or "property damage" occurs, or the "personal and advertising injury" offense is committed. ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPB 304G 04 13 Page 1 of 1 Policy Number: PMB0001032 RLI Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. RLIPack® FOR PROFESSIONALS LIABILITY ENHANCEMENT SCHEDULE OF COVERAGES ADDRESSED BY THIS ENDORSEMENT A. First Aid And Good Samaritan Services B. Supplementary Payments C. Reasonable Force — Bodily Injury Or Property Damage D. Non -Owned Watercraft E. Damage To Premises Rented To You F. Aircraft Chartered With Crew G. Electronic Data Liability H. Who Is An Insured — Newly Acquired Or Formed Organizations I. Additional Insured — Owner, Manager Or Lessor Of Premises Or Leased Equipment J. Additional Insured — State Or Political Subdivisions — Permits Related To Premises Or Operations K. Knowledge And Notice Of Occurrence Or Offense L. Amended Bodily Injury Definition M. Amended Personal And Advertising Injury Definition — Electronic Material N. Unintentional Omission O. Waiver Of Transfer Of Rights Of Recovery Against Others To Us PPB 316G 11 13 Page 1 of 5 This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM — SECTION II — LIABILITY AND SECTION III AS IT PERTAINS TO LIABILITY ONLY A. First Aid And Good Samaritan Services 1. The following is added to Section II A.1. Business Liability Coverages We will pay those sums that the insured becomes legally obligated to pay as damages because of "bodily injury" arising out of either the rendering of or failure to render, "First Aid" or "Good Samaritan Services" to any person. For the purposes of this coverage grant, "First Aid" or "Good Samaritan Services" will be deemed to meet the definition of "occurrence". For the purposes of determining the applicable limits of insurance, any act or omission together with all related acts or omissions in the rendering of "First Aid" or "Good Samaritan Services" to any one person will be deemed one "occurrence". a. "First Aid" means initial care for medical attention immediately following a "bodily injury". b. "Good Samaritan Services" means medical attention provided in an emergency and for which no remuneration is demanded or received. 2. The insurance provided by this provision shall be excess over any valid and collectible other insurance available to any insured whether primary, excess, contingent or any other basis, except for insurance purchased specifically by you to apply in excess of the limits of Insurance shown in the declarations for Business Liability. B. Supplementary Payments Section II A.1.f. Coverage Extension — Supple- mentary Payments Paragraphs 1.(b) and 1.(d) are deleted and replaced with the following: (b) Up to $2,500 for the cost of bail bonds required because of accidents or traffic violations arising out of any vehicle to which Business Liability Coverage for "bodily injury" applies. We do not have to furnish these bonds. (d) All reasonable expenses incurred by the insured at our request to assist in the investigation or defense of the claim or "suit", including actual loss of earnings up to $500 a day because of time off work. C. Reasonable Force — Bodily Injury Or Property Damage Section II B.1.a. Exclusions, Expected Or Intended Injury, is deleted and replaced by the following: a. Expected or Intended Injury "Bodily injury" or "property damage" ex- pected or intended from the standpoint of the insured. This exclusion does not apply to "bodily injury' or "property damage" resulting from the use of reasonable force to protect persons or property. D. Non -Owned Watercraft 1. Section II B.1.g. Exclusions, Aircraft, Auto Or Watercraft Subparagraph (2) is deleted and replaced by the following: (2) A watercraft you do not own that is: (a) Up to seventy-five (75) feet long; and (b) Not being used to carry persons or property for a charge; 2. Only as respects to the insurance provided by this provision C. Who Is An Insured is amended to include as an insured any person who, with your express consent uses the watercraft. 3. The insurance provided by this provision shall be excess over any valid and collectible other insurance available to the insured, whether primary, excess, contingent or on any other basis, except for the insurance purchased specifically by you to apply in excess of the Limits of Insurance shown in the declarations for this Coverage Part. E. Damage to Premises Rented to You The last paragraph of Section II B.I. Exclu- sions — Applicable To Business Liability Coverage is deleted and replaced by the following: Exclusions c., d., a., f., g., h., i., k., I., m., n. and o. in SECTION II — LIABILITY do not apply to damage by water, fire, explosion, lightning, or smoke resulting from fire to premises while rented to you, or temporarily occupied by you with permission by the owner. A separate Damage To Premises Rented To You Limit of Insurance applies to this coverage as described in paragraph D. Liability And Medical Expenses Limits of Insurance in SECTION II — LIABILITY. 2. Section 11 F.9.a. Liability And Medical Expenses Definitions, is deleted and replaced by the following: PPB 316G 11 13 Page 2 of 5 a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by water, fire, explosion, lightning, or smoke resulting from fire to premises while rented to you or temporarily occupied by you with permission of the owner is not an "insured contract"; 3. This provision does not apply if coverage for Damage To Premises Rented To You is ex- cluded by another endorsement to this policy. F. Aircraft Chartered With Crew 1. The following is added to the exceptions contained in Section II B.1.g. Exclusions, Aircraft, Auto or Watercraft: (6) Any non -owned aircraft chartered to you with a crew including a pilot. 2. The insurance provided by this provision shall be excess over any valid and collectible other insurance available to the insured whether primary, excess, contingent or on any other basis, except for insurance purchased specifi- cally by you to apply in excess of the Limits of Insurance shown in Declarations. G. Electronic Data Liability 1. Section II B.1.q. Exclusions is deleted and replaced by the following: q. Electronic Data Damages arising out of the loss of, loss of use of, damage to, corruption of, inability to access, disclosure of, display of, theft or misappropriation of or inability to manipulate "electronic data". However this exclusion does not apply to "Property Damage". 2. The following definition is added to Section II F. Liability And Medical Expenses Definitions: "Electronic data" means information, facts or programs stored as or on, created or used on, or transmitted to or from computer software (including systems and applications software), hard or floppy disks, CD-ROMS, tapes, drives, cells, data processing devices or any other media which are used with electronically controlled equipment. 3. For the purposes of the coverage provided by this endorsement, Section II F. Liability And Medical Expenses Definitions, Paragraph 17. is deleted and replaced by the following: 17. "Property damage" means: a. Physical injury to tangible property, including all resulting loss of use of that property. All such loss of use shall be deemed to occur at the time of the physical injury that caused it; b. Loss of use of tangible property that is not physically injured. All such loss of use shall be deemed to occur at the time of the "occurrence" that caused it; or c. Loss of, loss of use of, damage to, corruption of, inability to access, or in- ability to manipulate "electronic data", resulting from physical injury to tangible property. All such loss of "electronic data" shall be deemed to occur at the time of the "occurrence" that caused it. d. Property damage does not mean dis- closure of, display of, or theft or mis- appropriation of electronic data however caused. For the purposes of this insurance, "electronic data" is not tangible property. H. Who Is An Insured — Newly Acquired Or Formed Organizations The following is added to Section II C. Who Is An Insured: Any organization you newly acquire or form, other than a partnership, joint venture or limited liability company, over which you maintain ownership or majority interest, will qualify as a Named Insured if there is no other similar insurance available to that organization. However: 1. Coverage under this provision is afforded only until the one hundred eightieth (1801") day after you acquire or form the organization or the end of the policy period, whichever is earlier. 2. Coverage does not apply for "bodily injury" or "property damage" that occurred before you acquired or formed the organization. 3. Coverage does not apply for "personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. 4. This provision does not apply to any organi- zation for which coverage is excluded by another endorsement to this policy. I. Additional Insured — Owner, Manager Or Lessor Of Premises Or Leased Equipment Section II C. Who Is An Insured is amended to include as an insured: 1. Any person or organization that you have agreed in a contract or agreement to include as an additional insured on this policy, but: PPB 316G 11 13 Page 3 of 5 a. Only with respect to liability for "bodily injury" or "property damage" that occurs, or "per- sonal and advertising injury" caused by an offense committed, after you have entered into that contract or agreement; and J. (1) Only if the "bodily injury", "property dam- age" or "personal and advertising injury" is caused, in whole or in part, by you or any person or organization performing operations on your behalf, and arises out of the ownership, maintenance or use of that part of any premises leased to you under that contract or agreement; or (2) The "bodily injury", "property damage" or "personal and advertising injury" is caused, in whole or in part, by you or any person or organization performing operations on your behalf, and arises out of the maintenance, operation or use of equipment leased to you by such additional insured. 2. The insurance provided to such additional in- sured under this provision is subject to the following: a. The limits of insurance afforded to such additional insured shall be the limits which you agreed to provide in the contract or agreement, or the limits shown in the Declarations, whichever are less; and b. The insurance afforded to such additional insured does not apply: (1) To any "bodily injury' or "property dam- age" that occurs, or "personal and ad- vertising injury" caused by an offense committed, after you cease to be a tenant in that premises; (2) To any structural alterations, construc- tion or demolition operations performed by or on behalf of such additional insured; (3) To any premises for which coverage is excluded by another endorsement to this Coverage Part; (4) To any "bodily injury' or "property dam- age" that occurs, or "personal and ad- vertising injury" caused by an offense committed, after the equipment lease expires; or (6) If the equipment is leased with an operator. 3. This provision does not apply on any basis to any person or organization for which coverage as an additional insured specifically is added by another endorsement to this policy. Additional Insured — State Or Political Sub- divisions — Permits Related To Premises Or Operations Section II C. Who Is An Insured is amended to include as an insured: 1. Any state or political subdivision that has issued a permit in connection with premises owned or occupied by, or rented or loaned to, you, but only with respect to "bodily injury", "property damage", "personal and advertising injury" arising out of the existence, ownership, use, maintenance, repair, construction, erection or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, man- holes, marquees, hoist away openings, sidewalk vaults, elevators, street banners or decorations for which that state or political subdivision has issued such permit. 2. Any state or political subdivision that has issued a permit, but only with respect to "bodily injury", "property damage", "personal and advertising injury" arising out of operations performed by you or on your behalf for which that state or political subdivision has issued such permit. However, no such state or political subdivision is an insured for: a. "Bodily injury", "property damage", "personal and advertising injury" arising out of op- erations performed for that state or political subdivision; or b. "Bodily injury" or "property damage" included within the "products -completed operations hazard". K. Knowledge And Notice Of Occurrence Or Offense The following is added to Section II E. 2. Liability and Medical Expenses General Conditions, Duties In The Event of Occurrence, Offense, Claim Or Suit: Notice of an "occurrence" or of an offense which may result in a claim must be given as soon as practicable after knowledge of the "occurrence" or offense has been reported to you, one of your "executive officers" (if you are a corporation), one of your partners who is an individual (if you are a part- nership), one of your managers (if you are a limited liability company), one of your trustees who is an individual (if you are a trust), or an "employee" (such as an insurance, loss control or risk manager or administrator) designated by you to give such notice. PPB 316G 11 13 Page 4 of 5 Knowledge by any other "employee" of an "occur- rence" or offense does not imply that you also have such knowledge. Notice of an "occurrence" or of an offense which may result in a claim will be deemed to be given as soon as practicable to us if it is given in good faith as soon as practicable to your workers' compensation, accident, or health insurer. This applies only if you subsequently give notice of the "occurrence" or offense to us as soon as practicable after you, one of your "executive officers" (if you are a corporation), one of your partners who is an individual (if you are a partnership), one of your managers (if you are a limited liability company), one of your trustees who is an individual (if you are a trust), or an "employee" (such as an insurance, loss control or risk manager or administrator) designated by you to give such notice discovers that the "occurrence" or offense may involve this policy. L. Amended Bodily Injury Definition The definition of "bodily injury" in Section II F.3. Liability And Medical Expenses Definitions is deleted and replaced by the following: "Bodily injury" means injury to the body, sickness, disease, or death. "Bodily injury" also means mental injury, mental anguish, emotional distress, pain and suffering, or shock resulting from injury to the body, sickness, disease or death of any person. M. Amended Personal And Advertising Injury Definition — Electronic Material 1. The definition of "personal and advertising injury" in Section II F.14.d. Liability And Medical Expenses Definitions is deleted and replaced by the following: d. Oral, written or electronic publication, in any manner, of material that slanders or libels a person or organization or disparages a person's or organization's goods, products or services; 2. The definition of "personal and advertising injury" in Section II F.14.e. Liability And Medical Expenses Definitions is deleted and replaced by the following: e. Oral, written or electronic publication, in any manner, of material that violates a person's right of privacy; 4. Section II B.1.p.(2) Exclusions for Personal And Advertising Injury is deleted and replaced by the following: (3) Arising out of oral, written or electronic pub- lication of material whose first publication took place before the beginning of the policy period. N. Unintentional Omission The following is added to SECTION III — COMMON POLICY CONDITIONS Paragraph C. Concealment, Misrepresentation Or Fraud (BUT APPLICABLE ONLY TO SECTION II — LIABILITY) However as it pertains to Business Liability Coverage only, the unintentional omission of, or unintentional error in, any information provided by you which we relied upon in issuing this policy shall not prejudice your rights under this insurance. This provision does not affect our right to collect additional premium or to exercise our right of cancellation or nonrenewal in accordance with applicable insurance laws or regulations. O. Waiver Of Transfer Of Rights Of Recovery Against Others To Us SECTION III — COMMON POLICY CONDITIONS Paragraph K.2. Transfer of Rights of Recovery Against Others to Us (BUT APPLICABLE ONLY TO SECTION II — LIABILITY) is deleted and replaced by the following: 2. Applicable to Business Liability Coverage We waive any rights of recovery we may have against any person or organization because of payments we make for "bodily injury", "property damage", "personal injury and advertising injury" arising out of: a. Premises owned by you, temporarily occu- pied by you with permission of the owner, or leased or rented to you; b. Ongoing and completed operations performed by you, or on your behalf, under a contract or agreement with that person or organization; c. Your "work"; or d. "Your products'. 3. Section II B.1.p.(2) Exclusions for Personal We waive these rights only where you have And Advertising Injury is deleted and replaced agreed to do so as part of a contract or agree - by the following: ment entered into by you before the "bodily (2) Arising out of oral, written or electronic injury" or "property damage" occurs or the publication of material if done by or at the "personal and advertising injury" offense is direction of the insured with knowledge of its committed. falsity; ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED. PPB 316G 11 13 Page 5 of 5 DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 04/08/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT PRODUCER NAME: FAX PHONE Chivaroli Premier Insurance Services (805)371-3680(805)371-3684 (A/C, No): (A/C, No, Ext): E-MAIL 200 North Westlake Blvd, Suite 101 tristana@chivaroli.com ADDRESS: Westlake Village, CA 91362 INSURER(S) AFFORDING COVERAGENAIC # Great American Insurance Company16691 INSURER A : INSURED INSURER B : Regal Court Reporting, Inc. INSURER C : 1551 N. Tustin Ave., Ste. 750 INSURER D : Santa Ana, CA 92705 INSURER E : INSURER F : COVERAGESCERTIFICATE NUMBER:REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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. ADDLSUBR INSRPOLICY EFFPOLICY EXP TYPE OF INSURANCELIMITS POLICY NUMBER LTR(MM/DD/YYYY)(MM/DD/YYYY) INSDWVD COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE$ DAMAGE TO RENTED CLAIMS-MADEOCCUR$ PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY$ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$ PRO- POLICYLOCPRODUCTS - COMP/OP AGG$ JECT $ OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY$ (Ea accident) ANY AUTO BODILY INJURY (Per person)$ OWNEDSCHEDULED BODILY INJURY (Per accident)$ AUTOS ONLYAUTOS NON-OWNED HIREDPROPERTY DAMAGE $ (Per accident) AUTOS ONLYAUTOS ONLY $ UMBRELLA LIAB EACH OCCURRENCE$ OCCUR EXCESS LIAB CLAIMS-MADEAGGREGATE$ $ DEDRETENTION$ PEROTH- WORKERS COMPENSATION STATUTEER AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT$ N / A OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE$ If yes, describe under E.L. DISEASE - POLICY LIMIT$ DESCRIPTION OF OPERATIONS below 04/01/202504/01/2026 ACrime PolicySAAE83300804Limits of Insurance$ 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Evidence of Insurance Ejhjubmmz!tjhofe! cz!Uv!Usbo! Uv!Usbo! Ohvzfo! Ebuf;!3136/15/1:! Ohvzfo 18;62;19!.18(11( CzUvUsboOhvzfobu8;61bn-Bqs1:-3136 CERTIFICATE HOLDERCANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. Attn: HR Department 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 TAATAA © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03)The ACORD name and logo are registered marks of ACORD DATE(MM/DD/YYYY) "AC"I? CERTIFICATE OF LIABILITY INSURANCE lk. � 1 07/15/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsements. PRODUCER CONTACT NAME: PHONE Chivaroli Premier Insurance Services IC,N Ext: 805 371-3680 FAX Ne: 805 371-3684 200 North Westlake Blvd, Suite 101 ADDRESS: tristana chivaroli.com Westlake Village, CA 91362 INSURER(S)AFFORDING COVERAGE NAIC# INSURERA:Fidelity and Guaranty Insurance Company 35386 INSURED INSURER B:Travelers Property Casualty Company of America 25674 Regal Court Reporting, Inc. INSURERC:RLI Insurance Company 13056 1551 N. Tustin Ave., Ste. 750 INSURERD:United Financial Casualty Co. 11770 Santa Ana, CA 92705 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR I POLICY NUMBER MM/DD/YYYY MM/DD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $2,000,000 A BIP-B3568697 05/15/2025 05/15/2026 DAMAGE TO RENTED CLAIMS-MADE 1XI OCCUR PREMISE,(E.occurrence) ccurrrence) $1,000,000 MED EXP(Any one person) $1 0,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 X POLICY JECTT LOC PRODUCTS-COMP/OP AGG $4,000,000 OTHER: $ D Ea accident AUTOMOBILE LIABILITY 972889398 03/07/2025 09/07/2025 COMBINED SINGLE LIMIT $1,000,OOO X ANY AUTO BODILY INJURY(Per person) $ OWNED X SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident B X UMBRELLA LIAB OCCUR CUP-B356988A 05/15/2025 05/15/2026 EACH OCCURRENCE $5,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $5,000,000 DED X RETENTION$0 Prods/Comp O s $5,000,000 WORKERS COMPENSATION PER OTH- B AND EMPLOYERS'LIABILITY Y/N U B-B X 5034498 05/15/2025 05/15/2026 STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 Ifyes,describe under DESCRIPTION OF OPERATIONS below I I I E.L.DISEASE-POLICY LIMIT $1,000,000 C Professional Liability RTP0045694 04/21/2025 04/21/2026 Occurrence 2,000,000 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Evidence of Insurance Tu Tran TuTranNglly u) dby Tu Tran N u en Date:2025.0 .15 Nguyen 14:45:01-07' 0' APPROVED By Tu Tran Nguyen at 2:44 pm,Jul 15,2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN y ACCORDANCE WITH THE POLICY PROVISIONS. Attn: HR Department 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 TAA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016103) The ACORD name and logo are registered marks of ACORD COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. XTEND ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART GENERAL DESCRIPTION OF COVERAGE —This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. Who Is An Insured —Unnamed Subsidiaries G. Blanket Additional Insured—Mortgagees, B. Who Is An Insured — Employees And Volunteer Assignees, Successors Or Receivers Workers — Bodily Injury To Co-Employees And H. Blanket Additional Insured—Governmental Co-Volunteer Workers Entities — Permits Or Authorizations Relating To C. Who Is An Insured — Newly Acquired Or Formed Premises Limited Liability Companies I. Blanket Additional Insured—Governmental D. Blanket Additional Insured —Persons Or Entities — Permits Or Authuorizations Relating To Organizations For Your Ongoing Operations As Operations Required By Written Contract Or Agreement J. Blanket Additional Insured—Grantors Of E. Blanket Additional Insured —Broad Form Franchises Vendors K. Incidental Medical Malpractice F. Blanket Additional Insured —Controlling interest L. Blanket Waiver Of Subrogation PROVISIONS For purposes of Paragraph 1. of Section II —Who A. WHO IS AN INSURED — UNNAMED Is An Insured, each such subsidiary will be SUBSIDIARIES deemed to be designated in the Declarations as: The following is added to SECTION II — WHO IS a. A limited liability company; AN INSURED: Any of your subsidiaries, other than a partnership b. An organization other than a partnership, joint or joint venture, that is not shown as a Named venture or limited liability company; or Insured in the Declarations is a Named Insured if: c. A trust; a. You are the sole owner of, or maintain an as indicated in its name or the documents that ownership interest of more than 50% in, such govern its structure. subsidiary on the first day of the policy period; B. WHO IS AN INSURED — EMPLOYEES AND and VOLUNTEER WORKERS—BODILY INJURY TO b. Such subsidiary is not an insured under CO-EMPLOYEES AND CO-VOLUNTEER similar other insurance. WORKERS No such subsidiary is an insured for "bodily injury" The following is added to Paragraph 2.a.(1) of or "property damage" that occurred, or "personal SECTION II —WHO IS AN INSURED: and advertising injury" caused by an offense Paragraphs (1)(a), (b) and (c) above do not apply committed: to "bodily injury" to a co-"employee" while in the a. Before you maintained an ownership interest course of the co-"employee's" employment by you of more than 50% in such subsidiary; or or performing duties related to the conduct of your business, or to "bodily injury" to your other b. After the date, if any, during the policy period "volunteer workers" while performing duties that you no longer maintain an ownership related to the conduct of your business. interest of more than 50% in such subsidiary. CG D1 86 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 1 of 5 Includes copyrighted material of Insurance Services Office, Inc.with its permission. COMMERCIAL GENERAL LIABILITY C. WHO IS AN INSURED — NEWLY ACQUIRED E. BLANKET ADDITIONAL INSURED — BROAD OR FORMED LIMITED LIABILITY COMPANIES FORM VENDORS 1. The following replaces the first sentence of The following is added to SECTION II — WHO IS Paragraph 3. of SECTION II — WHO IS AN AN INSURED: INSURED: Any person or organization that is a vendor and Any organization you newly acquire or form, that you have agreed in a written contract or other than a partnership or joint venture, and agreement to include as an additional insured on of which you are the sole owner or in which this Coverage Part is an insured, but only with you maintain an ownership interest of more respect to liability for "bodily injury" or "property than 50%, will qualify as a Named Insured if damage" that: there is no other similar insurance available to a. Occurs subsequent to the signing of that that organization. contract or agreement; and 2. The following replaces the last sentence of b. Arises out of "your products" that are Paragraph 3. of SECTION II — WHO IS AN distributed or sold in the regular course of INSURED: such vendor's business. For the purposes of Paragraph 1. of Section II The insurance provided to such vendor is subject — Who Is An Insured, each such organization to the following provisions: will be deemed to be designated in the Declarations as: a. The limits of insurance provided to such vendor will be the minimum limits that you a. A limited liability company; agreed to provide in the written contract or b. An organization other than a partnership, agreement, or the limits shown in the joint venture or limited liability company; Declarations, whichever are less. or b. The insurance provided to such vendor does c. A trust; not apply to: as indicated in its name or the documents (1) Any express warranty not authorized by that govern its structure. you or any distribution or sale for a D. BLANKET ADDITIONAL INSURED—PERSONS purpose not authorized by you; OR ORGANIZATIONS FOR YOUR ONGONIG (2) Any change in "your products" made by OPERATIONS AS REQUIRED BY WRITTEN such vendor; CONTRACT OR AGREEMENT The following is added to SECTION II —WHO IS (3) Repackaging, unless unpacked solely for AN INSURED: the purpose of inspection, demonstration, Any person or organization that is not otherwise testing, or the substitution of parts under an insured under this Coverage Part and that you instructions from the manufacturer, and have agreed in a written contract or agreement to then repackaged in the original container; include as an additional insured on this Coverage (4) Any failure to make such inspections, Part is an insured, but only with respect to liability adjustments, tests or servicing as for "bodily injury" or"property damage" that: vendors agree to perform or normally a. Occurs subsequent to the signing of that undertake to perform in the regular contract or agreement; and course of business, in connection with the distribution or sale of"your products"; b. Is caused, in whole or in part, by your acts or omissions in the performance of your ongoing (5) Demonstration, installation, servicing or operations to which that contract or repair operations, except such operations agreement applies or the acts or omissions of performed at such vendor's premises in any person or organization performing such connection with the sale of "your operations on your behalf. products"; or The limits of insurance provided to such insured (6) "Your products" that, after distribution or will be the minimum limits that you agreed to sale by you, have been labeled or provide in the written contract or agreement, or relabeled or used as a container, part or the limits shown in the Declarations, whichever ingredient of any other thing or substance are less. by or on behalf of such vendor. Page 2 of 5 ©2017 The Travelers Indemnity Company.All rights reserved. CG D1 86 02 19 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. COMMERCIAL GENERAL LIABILITY Coverage under this provision does not apply to: b. Arises out of the ownership, maintenance or a. Any person or organization from whom you use of the premises for which that mortgagee, have acquired "your products", or any assignee, successor or receiver is required ingredient, part or container entering into, under that contract or agreement to be accompanying or containing such products; included as an additional insured on this or Coverage Part. The insurance provided to such mortgagee, b. Any vendor for which coverage as an assignee, successor or receiver is subject to the additional insured specifically is scheduled by following provisions: endorsement. a. The limits of insurance provided to such F. BLANKET ADDITIONAL INSURED — mortgagee, assignee, successor or receiver CONTROLLING INTEREST will be the minimum limits that you agreed to 1. The following is added to SECTION II —WHO provide in the written contract or agreement, IS AN INSURED: or the limits shown in the Declarations, whichever are less. Any person or organization that has financial control of you is an insured with respect to b. The insurance provided to such person or liability for "bodily injury", "property damage" organization does not apply to: or "personal and advertising injury" that arises (1) Any "bodily injury" or "property damage" out of: that occurs, or any "personal and a. Such financial control; or advertising injury" caused by an offense b. Such person's or organization's that is committed, after such contract or ownership, maintenance or use of agreement is no longer in effect; or premises leased to or occupied by you. (2) Any "bodily injury", "property damage" or The insurance provided to such person or "personal and advertising injury" arising organization does not apply to structural out of any structural alterations, new alterations, new construction or demolition construction or demolition operations operations performed by or on behalf of such performed by or on behalf of such person or organization. mortgagee, assignee, successor or receiver. 2. The following is added to Paragraph 4. of SECTION II —WHO IS AN INSURED: H. BLANKET ADDITIONAL INSURED — This paragraph does not apply to any GOVERNMENTAL ENTITIES — PERMITS OR premises owner, manager or lessor that has AUTHORIZATIONS RELATING TO PREMISES financial control of you. The following is added to SECTION II — WHO IS AN INSURED: G. BLANKET ADDITIONAL INSURED — MORTGAGEES, ASSIGNEES, SUCCESSORS Any governmental entity that has issued a permit OR RECEIV ERS or authorization with respect to premises owned or occupied by, or rented or loaned to, you and The following is added to SECTION II — WHO IS that you are required by any ordinance, law, AN INSURED: building code or written contract or agreement to Any person or organization that is a mortgagee, include as an additional insured on this Coverage assignee, successor or receiver and that you Part is an insured, but only with respect to liability have agreed in a written contract or agreement to for "bodily injury", "property damage" or "personal include as an additional insured on this Coverage and advertising injury" arising out of the Part is an insured, but only with respect to its existence, ownership, use, maintenance, repair, liability as mortgagee, assignee, successor or construction, erection or removal of any of the receiver for "bodily injury", "property damage" or following for which that governmental entity has "personal and advertising injury" that: issued such permit or authorization: advertising signs, awnings, canopies, cellar entrances, coal a. Is "bodily injury" or "property damage" that holes, driveways, manholes, marquees, hoist occurs, or is "personal and advertising injury" away openings, sidewalk vaults, elevators, street caused by an offense that is committed, banners or decorations. subsequent to the signing of that contract or agreement; and CG D1 86 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 3 of 5 Includes copyrighted material of Insurance Services Office, Inc.with its permission. COMMERCIAL GENERAL LIABILITY I. BLANKET ADDITIONAL INSURED — 2. The following replaces the last paragraph of GOVERNMENTAL ENTITIES — PERMITS OR Paragraph 2.a.(1) of SECTION II — WHO IS AUTHORIZATIONS RELATING TO OPERATIONS AN INSURED: The following is added to SECTION II — WHO IS Unless you are in the business or occupation AN INSURED: of providing professional health care services, Any governmental entity that has issued a permit Paragraphs (1)(a), (b), (c) and (d) above do or authorization with respect to operations not apply to "bodily injury" arising out of performed by you or on your behalf and that you providing or failing to provide: are required by any ordinance, law, building code (a) "Incidental medical services" by any of or written contract or agreement to include as an your "employees" who is a nurse, nurse additional insured on this Coverage Part is an assistant, emergency medical technician, insured, but only with respect to liability for "bodily paramedic, athletic trainer, audiologist, injury", "property damage" or "personal and dietician, nutritionist, occupational advertising injury" arising out of such operations. therapist or occupational therapy The insurance provided to such governmental assistant, physical therapist or speech- entity does not apply to: language pathologist; or a. Any "bodily injury", "property damage" or (b) First aid or "Good Samaritan services" by "personal and advertising injury" arising out of any of your "employees" or "volunteer operations performed for the governmental workers", other than an employed or entity; or volunteer doctor. Any such "employees" or "volunteer workers" providing or failing b. Any "bodily injury" or "property damage" to provide first aid or "Good Samaritan included in the "products-completed services" during their work hours for you operations hazard". will be deemed to be acting within the J. BLANKET ADDITIONAL INSURED — scope of their employment by you or GRANTORS OF FRANCHISES performing duties related to the conduct The following is added to SECTION II — WHO IS of your business. AN INSURED: 3. The following replaces the last sentence of Any person or organization that grants a franchise Paragraph S. of SECTION III — LIMITS OF to you is an insured, but only with respect to INSURANCE: liability for "bodily injury", "property damage" or For the purposes of determining the "personal and advertising injury" arising out of applicable Each Occurrence Limit, all related your operations in the franchise granted by that acts or omissions committed in providing or person or organization. failing to provide "incidental medical If a written contract or agreement exists between services", first aid or "Good Samaritan you and such additional insured, the limits of services" to any one person will be deemed to insurance provided to such insured will be the be one "occurrence". minimum limits that you agreed to provide in the written contract or agreement, or the limits shown 4. The following exclusion is added to in the Declarations, whichever are less. Paragraph 2., Exclusions, of SECTION I — COVERAGES — COVERAGE A — BODILY K. INCIDENTAL MEDICAL MALPRACTICE INJURY AND PROPERTY DAMAGE 1. The following replaces Paragraph b. of the LIABILITY: definition of "occurrence" in the Sale Of Pharmaceuticals DEFINITIONS Section: b. An act or omission committed in providing "Bodily injury" or "property damage" arising or failing to provide "incidental medical out of the violation of a penal statute or services", first aid or "Good Samaritan ordinance relating to the sale of services" to a person, unless you are in pharmaceuticals committed by, or with the the business or occupation of providing knowledge or consent of, the insured. professional health care services. Page 4 of 5 ©2017 The Travelers Indemnity Company.All rights reserved. CG D1 86 02 19 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. COMMERCIAL GENERAL LIABILITY S. The following is added to the DEFINITIONS to any person to the extent not subject to Section: Paragraph 2.a.(1) of Section II — Who Is An "Incidental medical services" means: Insured. a. Medical, surgical, dental, laboratory, x-ray L. BLANKET WAIVER OF SUBROGATION or nursing service or treatment, advice or The following is added to Paragraph 8., Transfer instruction, or the related furnishing of Of Rights Of Recovery Against Others To Us, food or beverages; or of SECTION IV — COMMERCIAL GENERAL b. The furnishing or dispensing of drugs or LIABILITY CONDITIONS: medical, dental, or surgical supplies or If the insured has agreed in a contract or appliances. agreement to waive that insured's right of 6. The following is added to Paragraph 4.b., recovery against any person or organization, we waive our right of recovery against such person or Excess Insurance, of SECTION IV — organization, but only for payments we make COMMERCIAL GENERAL LIABILITY because of: CONDITIONS: This insurance is excess over any valid and a. "Bodily injury" or "property damage" that collectible other insurance, whether primary, occurs; or excess, contingent or on any other basis, that b. "Personal and advertising injury" caused by is available to any of your "employees" for an offense that is committed; "bodily injury" that arises out of providing or subsequent to the execution of the contract or failing to provide "incidental medical services" agreement. CG D1 86 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 5 of 5 Includes copyrighted material of Insurance Services Office, Inc.with its permission. Policy Number: RLI Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. AMEND SUBROGATION It is agreed that Section 13. SUBROGATION, is deleted in its entirety and replaced with the following: "13.SUBROGATION In the event of any payment under this Policy, the Insurer shall be subrogated to the extent of such payment to all the Insureds' rights of recovery. The Insureds shall execute and deliver all instruments and papers and do whatever else is necessary to secure and preserve such rights, including the execution of such documents necessary to enable the Insurer to effectively bring suit in the name of the Insureds. Any recoveries will be applied as follows: a. first, to the Insurer up to the amount of its payment for Damages and Claim Expenses; b. then, to the Insured as recovery of Deductible amounts paid as Damages and Claim Expenses. However, it is agreed that the Insurer waives its rights of subrogation under this Policy against clients of the Insured as respects Claim(s) arising from Professional Services under the client's contract requiring waiver of subrogation but only to the extent required by written contract." ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. RTP 663 (02/17) Page 1 of 1 CHIVAROLI&ASSOC IN PROGRElI/UE' 200 N WESTLAKE BVLD COMMERCIAL WESTLAKE VILLAGE,CA 91362 Policy number: 972889398 Underwritten by: United Financial Cas Co Insured: Regal Court Reporting Inc Regal Court Reporting Inc 1622 N DRESSAGE ST June 30,2025 ORANGE,CA 92869 Policy Period: Mar 7,2025-Sep 7,2025 Mailing Address United Financial Cas Co PO Box 94739 Additional insured endorsement Cleveland,OH44101 1-800-444-4487 Name of Person or Organization For customer service, 24 hours a day, City of Santa Ana, its City Council, officers, officials, ern 7 days a week 20 Civic Center Plaza Santa Ana, CA 92701 This endorsement modifies insurance provided under the commercial auto policy and any endorsements thereto affording liability coverage. The person or organization named above is an insured with respect to such liability coverage as is afforded by the policy, but this insurance applies to said insured only as a person liable for the conduct of another insured and then only to the extent of that liability. We also agree with you that insurance provided by this endorsement will be primary for any power unit specifically described on the Declarations Page and showing liability coverage. Limit of Liability Bodily Injury Not applicable Property Damage Not applicable Combined Liability $1,000,000 each accident All other terms, limits and provisions of this policy remain unchanged. This endorsement applies to Policy Number:972889398 Issued to(Name of Insured):Regal Court Reporting Inc Effective date of endorsement:June 27, 2025 Policy expiration date: September 7, 2025 Form 1198(07/16) CHIVAROLI&ASSOC IN PR99REM11F 200 N WESTLAKE BVLD COMMERCIAL WESTLAKE VILLAGE,CA 91362 Policy number: 972889398 Underwritten by: United Financial Cas Co Insured: Regal Court Reporting Inc Regal Court Reporting Inc 1622 N DRESSAGE ST June 30,2025 ORANGE,CA 92869 Policy Period: Mar 7,2025-Sep 7,2025 Mailing Address United Financial Cas Co PO Box 94739 Cleveland,OH 44101 1-800-444-4487 For customer service, 24 hours a day, 7 days a week Waiver of Subrogation Endorsement This endorsement modifies insurance provided under the following: Commercial Auto Policy Motor Truck Cargo Liability Coverage Endorsement Commercial General Liability Coverage Endorsement We agree to waive any and all subrogation claims against the person or organization designated below. Name of Person or Organization: City of Santa Ana, its City Council, officers, officials, em 20 Civic Center Plaza Santa Ana, CA 92701 This endorsement applies to policy number: 972889398 Issued to: Regal Court Reporting Inc Endorsement effective: June 27, 2025 Expiration: September 7, 2025 All other terms, limits and provisions of this policy remain unchanged. Form 8610(02/19) TRAVELERS I' WORKERS COMPENSATION AND ONE TOWER SQUARE EMPLOYERS LIABILITY POLICY HARTFORD CT 06183 ENDORSEMENT WC 00 03 13 (00) - 001 POLICY NUMBER: UB-B5034498-25-42-G WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule. SCHEDULE DESIGNATED PERSON: DESIGNATED ORGANIZATION: ANY PERSON OR ORGANIZATION FOR WHICH THE INSURED HAS AGREED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER. DATE OF ISSUE: 07-11-25 STASSIGN: PAGE 1 OF TRAVELERS I'' WORKERS COMPENSATION AND ONE TOWER SQUARE EMPLOYERS LIABILITY POLICY HARTFORD CT 06183 ENDORSEMENT WC 99 03 76 ( A) - 001 POLICY NUMBER: UB-B5034498-25-42-G WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA (BLANKET WAIVER) We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. The additional premium for this endorsement shall be 2.00 % of the California workers' compensation pre- mium. Schedule Person or Organization Job Description ANY PERSON OR ORGANIZATION FOR COURT REPORTING SERVICES WHICH THE INSURED HAS AGREED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective Policy No. Endorsement No. Insured Premium Insurance Company Countersigned by DATE OF ISSUE: 07-11-25 STASSIGN: Page 1 of 1 DATE(MM/DD/YYYY) AC"J?" CERTIFICATE OF LIABILITY INSURANCE 08/18/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Chivaroli Premier Insurance Services aON E:t: 805 371-3680 FAX No: 805 371-3684 200 North Westlake Blvd, Suite 101 E-MAIL ESS, tristana chivaroli.com Westlake Village, CA 91362 INSURER(S)AFFORDING COVERAGE NAIC# INSURERA:Fidelity and Guaranty Insurance Company 35386 INSURED INSURER B:Travelers Property Casualty Company of America 25674 Regal Court Reporting, Inc. INSURERC:RLI Insurance Company 13056 1551 N. Tustin Ave., Ste. 750 INSURERD:United Financial Casualty Co. 11770 Santa Ana, CA 92705 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $2,000,000 A BI P-B3568697 05/1 s/2o2s 05/15/2026 DAMAGE TO RENTED CLAIMS-MADE [XI OCCURPREMISES Eaoccurrence $1,000,000 MED EXP(Anyone person) $1 0,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 X POLICY D PRO- JECT LOC PRODUCTS-COMP/OP AGG $4,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1,000,000 Ea accident 1X ANY AUTO BODILY INJURY(Per person) $ OWNED X SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident B X UMBRELLA LIAB OCCUR CUP-B356988A 05/15/2025 05/15/2026 EACH OCCURRENCE $5,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $5,000,000 DED I X I RETENTION$0 Prods/CompOps $5,000,000 WORKERS COMPENSATION X PER OTH- B AND EMPLOYERS'LIABILITY Y/N UB-B5034498 05/15/2025 05/15/2026 STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE -1 E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below I I E.L.DISEASE-POLICY LIMIT $1,000,000 C Professional Liability RTP0045694 04/23/2025 04/23/2026 Occurrence 2,000,000 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Evidence of Insurance Digital signed byTu Tran TuTra Nguyen 0: ' °Nguyen 77 0-07000 APPROVED By Tu Tran Nguyen at 7:27 am,Sep 10,2025 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN y ACCORDANCE WITH THE POLICY PROVISIONS. Attn: HR Department 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 � ; TAA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD PR96RE111YE cllyd MERC14L WAIVER OF SUBROGATION ENDORSEMENT This endorsement modifies insurance provided under the following: Commercial Auto Policy Motor Truck Cargo Legal Liability Coverage Endorsement Commercial General Liability Coverage Endorsement We agree to waive any and all subrogation claims against the person or organization designated below. City of Santa Ana, its City Council, officers, officials, employees, agents and volunteers. 20 Civic Center Plaza Santa Ana, CA 92701 This endorsement applies to Policy Number: 972889398 Issued to: Regal Court Reporting Inc Endorsement Effective: 09/09/2025 Expiration: 03/07/2026 All other terms, limits and provisions of this policy remain unchanged. Form 8610(11/16) PROGREll/UE' COMMERC/AL Policy number: 972889398 Underwritten by: United Financial Casualty Co. 0 Insured: Regal Court Reporting Inc September 9, 2025 Policy Period: Sep 9, 2025 - Mar 7, 2025 Mailing Address United Financial Casualty Co. 0 PO Box 94739 Additional insured endorsement Cleveland,OH 44101 1-300-444-4437 Name of Person or Organization For customer service,24 hours a day, City of Santa Ana, its City Council, officers,officials, employees, agents, and 7 days a week volunteers 20 Civic Center Plaza Santa Ana, CA 92701 This endorsement modifies insurance provided under the commercial auto policy and any endorsements thereto affording liability coverage. The person or organization named above is an insured with respect to such liability coverage as is afforded by the policy, but this insurance applies to said insured only as a person liable for the conduct of another insured and then only to the extent of that liability. we also agree with you that insurance provided by this endorsement will be primary for any power unit specifically described on the Declarations Page and showing liability coverage. Limitof Liability Bodily Injury each person/ each accident Property Damage each accident Combined Liability $ 1,000,000 each accident Motor Truck Cargo Liability each occurrence All other terms, limits and provisions of this policy remain unchanged. This endorsement applies to Policy Number: 972889398 Issued to(Name of Insured): Regal Court Reporting Inc Effective date of endorsement: September 9, 2025 Policy expiration date: March 7, 2025 Form 1198(07/16) M CL DATE(MM/DDNYYY) AC"J?" CERTIFICATE OF LIABILITY INSURANCE 02/17/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Chivaroli Premier Insurance Services aON E:t: 805 371-3680 FAX No: 805 371-3684 200 North Westlake Blvd, Suite 101 E-MAIL ESS, tristana chivaroli.com Westlake Village, CA 91362 INSURER(S)AFFORDING COVERAGE NAIC# INSURERA:Fidelity and Guaranty Insurance Company 35386 INSURED INSURER B:Travelers Property Casualty Company of America 25674 Regal Court Reporting, Inc. INSURERC:RLI Insurance Company 13056 1551 N. Tustin Ave., Ste. 750 INSURERD:United Financial Casualty Co. 11770 Santa Ana, CA 92705 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MM/DDNYYY MM/DD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $2,000,000 A BI P-B3568697 05/1 s/2o2s 05/15/2026 DAMAGE TO RENTED CLAIMS-MADE [XI OCCURPREMISES Eaoccurrence $1,000,000 MED EXP(Anyone person) $1 0,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 X POLICY D PRO- JECT LOC PRODUCTS-COMP/OP AGG $4,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1,000,000 Ea accident 1X ANY AUTO BODILY INJURY(Per person) $ OWNED X SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident B X UMBRELLA LIAB OCCUR CUP-B356988A 05/15/2025 05/15/2026 EACH OCCURRENCE $5,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $5,000,000 DED I X I RETENTION$0 Prods/CompOps $5,000,000 WORKERS COMPENSATION X PER OTH- B AND EMPLOYERS'LIABILITY Y/N UB-B5034498 05/15/2025 05/15/2026 STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE -1 E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below I I E.L.DISEASE-POLICY LIMIT $1,000,000 C Professional Liability RTP0045694 04/23/2025 04/23/2026 Occurrence 2,000,000 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Evidence of Insurance IE APPROVED y Tu Tran Nguyen at 7:23 am,Mar 26,2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN y ACCORDANCE WITH THE POLICY PROVISIONS. Attn: HR Department 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 � ; TAA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD CHIVAROLI&ASSOC IN PR99REIR11F 200 N WESTLAKE BVLD COMMERCIAL WESTLAKE VILLAGE,CA 91362 Policy number: 972889398 Underwritten by: United Financial Cas Co Insured: Regal Court Reporting Inc Regal Court Reporting Inc 1622 N DRESSAGE ST ORANGE,CA 92869 January 2,2026 Policy Period:Mar 7,2026-Sep 7,2026 Mailing Address United Financial Cas Co PO Box 94739 Additional insured endorsement Cleveland,CH44101 1-800-444-4487 Name of Person or Organization For customer service,24 hours a day, City of Santa Ana, its City Council, officers, officials, em 7 days a week 20 Civic Center Plaza Santa Ana, CA 92701 This endorsement modifies insurance provided under the commercial auto policy and any endorsements thereto affording liability coverage. The person or organization named above is an insured with respect to such liability coverage as is afforded by the policy, but this insurance applies to said insured only as a person liable for the conduct of another insured and then only to the extent of that liability. We also agree with you that insurance provided by this endorsement will be primary for any power unit specifically described on the Declarations Page and showing liability coverage. Limit of Liability Bodily Injury Not applicable Property Damage Not applicable Combined Liability $1,000,000 each accident All other terms, limits and provisions of this policy remain unchanged. This endorsement applies to Policy Number:972889398 Issued to(Name of Insured):Regal Court Reporting Inc Effective date of endorsement:March 7, 2026 Policy expiration date: September 7, 2026 Form 1198(07/16) PR96RE111YE cllyd MERC14L WAIVER OF SUBROGATION ENDORSEMENT This endorsement modifies insurance provided under the following: Commercial Auto Policy Motor Truck Cargo Legal Liability Coverage Endorsement Commercial General Liability Coverage Endorsement We agree to waive any and all subrogation claims against the person or organization designated below. City of Santa Ana, its City Council, officers, officials, employees, agents and volunteers. 20 Civic Center Plaza Santa Ana, CA 92701 This endorsement applies to Policy Number: 972889398 Issued to: Regal Court Reporting Inc Endorsement Effective: 03/07/2026 Expiration: 09/07/2026 All other terms, limits and provisions of this policy remain unchanged. Form 8610(11/16) Ate^ ® DATE(MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 05/14/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Chivaroli Premier Insurance Services aON E:t: 805 371-3680 FAX No: 805 371-3684 200 North Westlake Blvd, Suite 101 E-MAIL ESS, tristana chivaroli.com Westlake Village, CA 91362 INSURER(S)AFFORDING COVERAGE NAIC# INSURERA:Fidelity and Guaranty Insurance Company 35386 INSURED INSURER B:Travelers Property Casualty Company of America 25674 Regal Court Reporting, Inc. INSURERC:RLI Insurance Company 13056 1551 N. Tustin Ave., Ste. 750 INSURERD:United Financial Casualty Co. 11770 Santa Ana, CA 92705 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. 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. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $2,000,000 A BI P-B3568697 05/15/2026 05/15/2027 DAMAGE TO RENTED CLAIMS-MADE [XI OCCURPREMISES Eaoccurrence $1,000,000 MED EXP(Anyone person) $1 0,000 PERSONAL&ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $4,000,000 X POLICY D PRO- JECT LOC PRODUCTS-COMP/OP AGG $4,000,000 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $1,000,000 Ea accident 1X ANY AUTO BODILY INJURY(Per person) $ OWNED X SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY Per accident B X UMBRELLA LIAB OCCUR CUP-B356988A 05/15/2026 05/15/2027 EACH OCCURRENCE $5,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $5,000,000 DED I X I RETENTION$0 Prods/CompOps $5,000,000 WORKERS COMPENSATION X PER OTH- B AND EMPLOYERS'LIABILITY Y/N UB-B5034498 05/15/2026 05/15/2027 STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE -1 E.L.EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $1,000,000 If yes,describe under DESCRIPTION OF OPERATIONS below I I E.L.DISEASE-POLICY LIMIT $1,000,000 C Professional Liability RTP0051036 04/23/2026 04/23/2027 Occurrence 2,000,000 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Evidence of Insurance APPROVED By Tu Tran Nguyen at 8:25 am,Jun 09,2026 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN y ACCORDANCE WITH THE POLICY PROVISIONS. Attn: HR Department 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 � ; TAA ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. XTEND ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART GENERAL DESCRIPTION OF COVERAGE —This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. Who Is An Insured—Unnamed Subsidiaries G. Blanket Additional Insured—Mortgagees, B. Who Is An Insured — Employees And Volunteer Assignees, Successors Or Receivers Workers — Bodily Injury To Co-Employees And H. Blanket Additional Insured—Governmental Co-Volunteer Workers Entities — Permits Or Authorizations Relating To C. Who Is An Insured — Newly Acquired Or Formed Premises Limited Liability Companies I. Blanket Additional Insured—Governmental D. Blanket Additional Insured—Persons Or Entities— Permits Or Authuorizations Relating To Organizations For Your Ongoing Operations As Operations Required By Written Contract Or Agreement J. Blanket Additional Insured—Grantors Of E. Blanket Additional Insured—Broad Form Franchises Vendors K. Incidental Medical Malpractice F. Blanket Additional Insured—Controlling interest L. Blanket Waiver Of Subrogation PROVISIONS For purposes of Paragraph 1. of Section II —Who A. WHO IS AN INSURED — UNNAMED Is An Insured, each such subsidiary will be SUBSIDIARIES deemed to be designated in the Declarations as: The following is added to SECTION II — WHO IS a. A limited liability company; AN INSURED: Any of your subsidiaries, other than a partnership b. An organization other than a partnership, joint or joint venture, that is not shown as a Named venture or limited liability company; or Insured in the Declarations is a Named Insured if: c. A trust; a. You are the sole owner of, or maintain an as indicated in its name or the documents that ownership interest of more than 50% in, such govern its structure. subsidiary on the first day of the policy period; B. WHO IS AN INSURED — EMPLOYEES AND and VOLUNTEER WORKERS—BODILY INJURY TO b. Such subsidiary is not an insured under CO-EMPLOYEES AND CO-VOLUNTEER similar other insurance. WORKERS No such subsidiary is an insured for"bodily injury" The following is added to Paragraph 2.a.(1) of or "property damage" that occurred, or "personal SECTION II —WHO IS AN INSURED: and advertising injury" caused by an offense Paragraphs (1)(a), (b) and (c) above do not apply committed: to "bodily injury" to a co-"employee" while in the a. Before you maintained an ownership interest course of the co-"employee's" employment by you of more than 50% in such subsidiary; or or performing duties related to the conduct of your business, or to "bodily injury" to your other b. After the date, if any, during the policy period "volunteer workers" while performing duties that you no longer maintain an ownership related to the conduct of your business. interest of more than 50% in such subsidiary. CG D1 86 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 1 of 5 Includes copyrighted material of Insurance Services Office, Inc.with its permission. COMMERCIAL GENERAL LIABILITY C. WHO IS AN INSURED — NEWLY ACQUIRED E. BLANKET ADDITIONAL INSURED — BROAD OR FORMED LIMITED LIABILITY COMPANIES FORM VENDORS 1. The following replaces the first sentence of The following is added to SECTION II — WHO IS Paragraph 3. of SECTION II — WHO IS AN AN INSURED: INSURED: Any person or organization that is a vendor and Any organization you newly acquire or form, that you have agreed in a written contract or other than a partnership or joint venture, and agreement to include as an additional insured on of which you are the sole owner or in which this Coverage Part is an insured, but only with you maintain an ownership interest of more respect to liability for "bodily injury" or "property than 50%, will qualify as a Named Insured if damage" that: there is no other similar insurance available to a. Occurs subsequent to the signing of that that organization. contract or agreement; and 2. The following replaces the last sentence of b. Arises out of "your products" that are Paragraph 3. of SECTION II — WHO IS AN distributed or sold in the regular course of INSURED: such vendor's business. For the purposes of Paragraph 1. of Section II The insurance provided to such vendor is subject — Who Is An Insured, each such organization to the following provisions: will be deemed to be designated in the Declarations as: a. The limits of insurance provided to such vendor will be the minimum limits that you a. A limited liability company; agreed to provide in the written contract or b. An organization other than a partnership, agreement, or the limits shown in the joint venture or limited liability company; Declarations, whichever are less. or b. The insurance provided to such vendor does c. A trust; not apply to: as indicated in its name or the documents (1) Any express warranty not authorized by that govern its structure. you or any distribution or sale for a D. BLANKET ADDITIONAL INSURED—PERSONS purpose not authorized by you; OR ORGANIZATIONS FOR YOUR ONGOING (2) Any change in "your products" made by OPERATIONS AS REQUIRED BY WRITTEN such vendor; CONTRACT OR AGREEMENT The following is added to SECTION II —WHO IS (3) Repackaging, unless unpacked solely for AN INSURED: the purpose of inspection, demonstration, Any person or organization that is not otherwise testing, or the substitution of parts under an insured under this Coverage Part and that you instructions from the manufacturer, and have agreed in a written contract or agreement to then repackaged in the original container; include as an additional insured on this Coverage (4) Any failure to make such inspections, Part is an insured, but only with respect to liability adjustments, tests or servicing as for"bodily injury" or"property damage" that: vendors agree to perform or normally a. Occurs subsequent to the signing of that undertake to perform in the regular contract or agreement; and course of business, in connection with the distribution or sale of"your products"; b. Is caused, in whole or in part, by your acts or omissions in the performance of your ongoing (5) Demonstration, installation, servicing or operations to which that contract or repair operations, except such operations agreement applies or the acts or omissions of performed at such vendor's premises in any person or organization performing such connection with the sale of "your operations on your behalf. products"; or The limits of insurance provided to such insured (6) "Your products" that, after distribution or will be the minimum limits that you agreed to sale by you, have been labeled or provide in the written contract or agreement, or relabeled or used as a container, part or the limits shown in the Declarations, whichever ingredient of any other thing or substance are less. by or on behalf of such vendor. Page 2 of 5 ©2017 The Travelers Indemnity Company.All rights reserved. CG D1 86 02 19 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. COMMERCIAL GENERAL LIABILITY Coverage under this provision does not apply to: b. Arises out of the ownership, maintenance or a. Any person or organization from whom you use of the premises for which that mortgagee, have acquired "your products", or any assignee, successor or receiver is required ingredient, part or container entering into, under that contract or agreement to be accompanying or containing such products; included as an additional insured on this or Coverage Part. The insurance provided to such mortgagee, b. Any vendor for which coverage as an assignee, successor or receiver is subject to the additional insured specifically is scheduled by following provisions: endorsement. a. The limits of insurance provided to such F. BLANKET ADDITIONAL INSURED — mortgagee, assignee, successor or receiver CONTROLLING INTEREST will be the minimum limits that you agreed to 1. The following is added to SECTION II —WHO provide in the written contract or agreement, IS AN INSURED: or the limits shown in the Declarations, whichever are less. Any person or organization that has financial control of you is an insured with respect to b. The insurance provided to such person or liability for "bodily injury", "property damage" organization does not apply to: or "personal and advertising injury" that arises (1) Any "bodily injury" or "property damage" out of: that occurs, or any "personal and a. Such financial control; or advertising injury" caused by an offense b. Such person's or organization's that is committed, after such contract or ownership, maintenance or use of agreement is no longer in effect; or premises leased to or occupied by you. (2) Any "bodily injury", "property damage" or The insurance provided to such person or "personal and advertising injury" arising organization does not apply to structural out of any structural alterations, new alterations, new construction or demolition construction or demolition operations operations performed by or on behalf of such performed by or on behalf of such person or organization. mortgagee, assignee, successor or receiver. 2. The following is added to Paragraph 4. of SECTION II —WHO IS AN INSURED: H. BLANKET ADDITIONAL INSURED — This paragraph does not apply to any GOVERNMENTAL ENTITIES — PERMITS OR premises owner, manager or lessor that has AUTHORIZATIONS RELATING TO PREMISES financial control of you. The following is added to SECTION II — WHO IS AN INSURED: G. BLANKET ADDITIONAL INSURED — MORTGAGEES, ASSIGNEES, SUCCESSORS Any governmental entity that has issued a permit OR RECEIV ERS or authorization with respect to premises owned or occupied by, or rented or loaned to, you and The following is added to SECTION II — WHO IS that you are required by any ordinance, law, AN INSURED: building code or written contract or agreement to Any person or organization that is a mortgagee, include as an additional insured on this Coverage assignee, successor or receiver and that you Part is an insured, but only with respect to liability have agreed in a written contract or agreement to for "bodily injury", "property damage" or "personal include as an additional insured on this Coverage and advertising injury" arising out of the Part is an insured, but only with respect to its existence, ownership, use, maintenance, repair, liability as mortgagee, assignee, successor or construction, erection or removal of any of the receiver for "bodily injury", "property damage" or following for which that governmental entity has "personal and advertising injury" that: issued such permit or authorization: advertising signs, awnings, canopies, cellar entrances, coal a. Is bodily injury or property damage that holes, driveways, manholes, marquees, hoist occurs, or is "personal and advertising injury" away openings, sidewalk vaults, elevators, street caused by an offense that is committed, banners or decorations. subsequent to the signing of that contract or agreement; and CG D1 86 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 3 of 5 Includes copyrighted material of Insurance Services Office, Inc.with its permission. COMMERCIAL GENERAL LIABILITY I. BLANKET ADDITIONAL INSURED — 2. The following replaces the last paragraph of GOVERNMENTAL ENTITIES — PERMITS OR Paragraph 2.a.(1) of SECTION II — WHO IS AUTHORIZATIONS RELATING TO OPERATIONS AN INSURED: The following is added to SECTION II — WHO IS Unless you are in the business or occupation AN INSURED: of providing professional health care services, Any governmental entity that has issued a permit Paragraphs (1)(a), (b), (c) and (d) above do or authorization with respect to operations not apply to "bodily injury" arising out of performed by you or on your behalf and that you providing or failing to provide: are required by any ordinance, law, building code (a) "Incidental medical services" by any of or written contract or agreement to include as an your "employees" who is a nurse, nurse additional insured on this Coverage Part is an assistant, emergency medical technician, insured, but only with respect to liability for "bodily paramedic, athletic trainer, audiologist, injury", "property damage" or "personal and dietician, nutritionist, occupational advertising injury" arising out of such operations. therapist or occupational therapy The insurance provided to such governmental assistant, physical therapist or speech- entity does not apply to: language pathologist; or a. Any "bodily injury", "property damage" or (b) First aid or "Good Samaritan services" by "personal and advertising injury" arising out of any of your "employees" or "volunteer operations performed for the governmental workers", other than an employed or entity; or volunteer doctor. Any such "employees" or "volunteer workers" providing or failing b. Any "bodily injury" or "property damage" to provide first aid or "Good Samaritan included in the "products-completed services" during their work hours for you operations hazard". will be deemed to be acting within the J. BLANKET ADDITIONAL INSURED — scope of their employment by you or GRANTORS OF FRANCHISES performing duties related to the conduct The following is added to SECTION II — WHO IS of your business. AN INSURED: 3. The following replaces the last sentence of Any person or organization that grants a franchise Paragraph S. of SECTION III — LIMITS OF to you is an insured, but only with respect to INSURANCE: liability for "bodily injury", "property damage" or For the purposes of determining the "personal and advertising injury" arising out of applicable Each Occurrence Limit, all related your operations in the franchise granted by that acts or omissions committed in providing or person or organization. failing to provide "incidental medical If a written contract or agreement exists between services", first aid or "Good Samaritan you and such additional insured, the limits of services" to any one person will be deemed to insurance provided to such insured will be the be one "occurrence". minimum limits that you agreed to provide in the written contract or agreement, or the limits shown 4. The following exclusion is added to in the Declarations, whichever are less. Paragraph 2., Exclusions, of SECTION I — COVERAGES — COVERAGE A — BODILY K. INCIDENTAL MEDICAL MALPRACTICE INJURY AND PROPERTY DAMAGE 1. The following replaces Paragraph b. of the LIABILITY: definition of "occurrence" in the Sale Of Pharmaceuticals DEFINITIONS Section: b. An act or omission committed in providing "Bodily injury" or "property damage" arising or failing to provide "incidental medical out of the violation of a penal statute or services", first aid or "Good Samaritan ordinance relating to the sale of services" to a person, unless you are in pharmaceuticals committed by, or with the the business or occupation of providing knowledge or consent of, the insured. professional health care services. Page 4 of 5 ©2017 The Travelers Indemnity Company.All rights reserved. CG D1 86 02 19 Includes copyrighted material of Insurance Services Office, Inc.,with its permission. COMMERCIAL GENERAL LIABILITY 5. The following is added to the DEFINITIONS to any person to the extent not subject to Section: Paragraph 2.a.(1) of Section II — Who Is An "Incidental medical services" means: Insured. a. Medical, surgical, dental, laboratory, x-ray L. BLANKET WAIVER OF SUBROGATION or nursing service or treatment, advice or The following is added to Paragraph 8., Transfer instruction, or the related furnishing of Of Rights Of Recovery Against Others To Us, food or beverages; or of SECTION IV — COMMERCIAL GENERAL b. The furnishing or dispensing of drugs or LIABILITY CONDITIONS: medical, dental, or surgical supplies or If the insured has agreed in a contract or appliances. agreement to waive that insured's right of 6. The following is added to Paragraph 4.b., recovery against any person or organization, we waive our right of recovery against such person or Excess Insurance, of SECTION IV — organization, but only for payments we make COMMERCIAL GENERAL LIABILITY because of: CONDITIONS: This insurance is excess over any valid and a. "Bodily injury" or "property damage" that collectible other insurance, whether primary, occurs; or excess, contingent or on any other basis, that b. "Personal and advertising injury" caused by is available to any of your "employees" for an offense that is committed; "bodily injury" that arises out of providing or subsequent to the execution of the contract or failing to provide "incidental medical services" agreement. CG D1 86 02 19 ©2017 The Travelers Indemnity Company.All rights reserved. Page 5 of 5 Includes copyrighted material of Insurance Services Office, Inc.with its permission. TRAVELERS J� WORKERS COMPENSATION AND ONE TOWER SQUARE EMPLOYERS LIABILITY POLICY HARTFORD CT 06183 ENDORSEMENT WC 00 03 13 (00) - 001 POLICY NUMBER: UB-B5034498-26-42-G WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule. SCHEDULE DESIGNATED PERSON: DESIGNATED ORGANIZATION: ANY PERSON OR ORGANIZATION FOR WHICH THE INSURED HAS AGREED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER. DATE OF ISSUE: 03-31-26 STASSIGN: PAGE 1 OF _TRAVELERS WORKERS COMPENSATION AND ONE TOWER SQUARE EMPLOYERS LIABILITY POLICY HARTFORD CT 06183 ENDORSEMENT WC 99 03 76 ( A) - 001 POLICY NUMBER: UB-B5034498-26-42-G WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - CALIFORNIA (BLANKET WAIVER) We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. The additional premium for this endorsement shall be 2.00 % of the California workers' compensation pre- mium. Schedule Person or Organization Job Description ANY PERSON OR ORGANIZATION FOR WHICH THE COURT REPORTING SERVICES INSURED HAS AGREED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER. This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective Policy No. Endorsement No. Insured Premium Insurance Company Countersigned by DATE OF ISSUE: 03-31-26 ST ASSIGN: Page 1 of 1 Policy Number: RTP0051036 RLI Insurance Company THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. AMEND SUBROGATION It is agreed that Section 13. SUBROGATION, is deleted in its entirety and replaced with the following: 13.SUBROGATION In the event of any payment under this Policy, the Insurer shall be subrogated to the extent of such payment to all the Insureds' rights of recovery. The Insureds shall execute and deliver all instruments and papers and do whatever else is necessary to secure and preserve such rights, including the execution of such documents necessary to enable the Insurer to effectively bring suit in the name of the Insureds. Any recoveries will be applied as follows: a. first, to the Insurer up to the amount of its payment for Damages and Claim Expenses; b. then, to the Insured as recovery of Deductible amounts paid as Damages and Claim Expenses. However, it is agreed that the Insurer waives its rights of subrogation under this Policy against clients of the Insured as respects Claim(s) arising from Professional Services under the client's contract requiring waiver of subrogation but only to the extent required by written contract." ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. RTP 663 (02/17) Page 1 of 1 Insured