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<p class="MsoNormal">Thank you. I requested coverage to be bound effective 8/28/2023. Formal policies and billing to follow.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse">
<tbody>
<tr>
<td width="221" valign="top" style="width:166.1pt;border:solid windowtext 1.0pt;background:#E2EFD9;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal"><b><span style="color:black">Policy Type</span><o:p></o:p></b></p>
</td>
<td width="78" valign="top" style="width:58.85pt;border:solid windowtext 1.0pt;border-left:none;background:#E2EFD9;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal"><b><span style="color:black">Insurance Company</span><o:p></o:p></b></p>
</td>
<td width="108" valign="top" style="width:81.0pt;border:solid windowtext 1.0pt;border-left:none;background:#E2EFD9;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal"><b><span style="color:black">Bind request date</span><o:p></o:p></b></p>
</td>
<td width="84" valign="top" style="width:62.9pt;border:solid windowtext 1.0pt;border-left:none;background:#E2EFD9;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal"><b><span style="color:black">Annual premium</span><o:p></o:p></b></p>
</td>
<td width="270" valign="top" style="width:202.6pt;border:solid windowtext 1.0pt;border-left:none;background:#E2EFD9;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal"><b><span style="color:black">Billing</span><o:p></o:p></b></p>
</td>
</tr>
<tr>
<td width="221" valign="top" style="width:166.1pt;border:solid windowtext 1.0pt;border-top:none;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">General Liability <o:p></o:p></p>
</td>
<td width="78" valign="top" style="width:58.85pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Nonprofits Insurance Alliance<o:p></o:p></p>
</td>
<td width="108" valign="top" style="width:81.0pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">8/28/2023<o:p></o:p></p>
</td>
<td width="84" valign="top" style="width:62.9pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">$1,330.00<o:p></o:p></p>
</td>
<td width="270" valign="top" style="width:202.6pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Direct from the insurance company <o:p></o:p></p>
</td>
</tr>
<tr>
<td width="221" valign="top" style="width:166.1pt;border:solid windowtext 1.0pt;border-top:none;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Directors & Officers Liability<o:p></o:p></p>
</td>
<td width="78" valign="top" style="width:58.85pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Nonprofits Insurance Alliance<o:p></o:p></p>
</td>
<td width="108" valign="top" style="width:81.0pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">8/28/2023<o:p></o:p></p>
</td>
<td width="84" valign="top" style="width:62.9pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">$600.00<o:p></o:p></p>
</td>
<td width="270" valign="top" style="width:202.6pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Direct from the insurance company <o:p></o:p></p>
</td>
</tr>
<tr>
<td width="221" valign="top" style="width:166.1pt;border:solid windowtext 1.0pt;border-top:none;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Technology Errors & Omissions Liability including Cyber Liability <o:p></o:p></p>
</td>
<td width="78" valign="top" style="width:58.85pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Trisura/At-Bay<o:p></o:p></p>
</td>
<td width="108" valign="top" style="width:81.0pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">8/23/2023<o:p></o:p></p>
</td>
<td width="84" valign="top" style="width:62.9pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">$8,067.95<o:p></o:p></p>
</td>
<td width="270" valign="top" style="width:202.6pt;border-top:none;border-left:none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal">Our office will bill for this directly<o:p></o:p></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052<b><o:p></o:p></b></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#008B97"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary of the California Association of Nonprofits
<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><b><span style="font-family:"Candara",sans-serif;color:#F36817"><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.calnonprofitsinsurance.org/"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><span style="font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="109" height="93" style="width:1.1354in;height:.9687in" id="Picture_x0020_13" src="cid:image001.png@01D9D9B1.55EB40E0"></span><img border="0" width="160" height="135" style="width:1.6666in;height:1.4062in" id="Picture_x0020_14" src="cid:image002.png@01D9D9B1.55EB40E0"><span style="font-size:10.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the contract interacts with your insurance policy and is not
intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends that clients consult with their legal counsel when considering
contractual language prior to signing.<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">This message and any attachments may contain confidential information intended for a specific person. If you received this email in error, please notify the sender
and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence of viruses. The company accepts no liability for any
damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
</span><span style="font-size:9.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> Michelle Thompson <mountain.michelle@gmail.com>
<br>
<b>Sent:</b> Monday, August 28, 2023 12:13 PM<br>
<b>To:</b> Cole Kinney <cole@cal-insurance.org><br>
<b>Cc:</b> board@lists.openresearch.institute<br>
<b>Subject:</b> Re: Insurance Proposal & Quotes for Open Research Institute<o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Thank you Cole - I will look for the document and get it back to you as soon as I can. <br>
<br clear="all">
<o:p></o:p></p>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt">-Michelle Thompson<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal">On Mon, Aug 28, 2023 at 11:21 AM Cole Kinney <<a href="mailto:cole@cal-insurance.org">cole@cal-insurance.org</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
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<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I just resent the DocuSign. I was able to correct the phone number
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary
of the California Association of Nonprofits </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.calnonprofitsinsurance.org/" target="_blank"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D"><img border="0" width="109" height="93" style="width:1.1354in;height:.9687in" id="m_7600069736527551524Picture_x0020_11" src="cid:image001.png@01D9D9B1.55EB40E0"></span><img border="0" width="160" height="135" style="width:1.6666in;height:1.4062in" id="m_7600069736527551524Picture_x0020_12" src="cid:image002.png@01D9D9B1.55EB40E0"><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the
contract interacts with your insurance policy and is not intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends
that clients consult with their legal counsel when considering contractual language prior to signing.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">This message and any attachments may contain confidential information intended for a specific person. If
you received this email in error, please notify the sender and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence
of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b> Michelle Thompson <<a href="mailto:mountain.michelle@gmail.com" target="_blank">mountain.michelle@gmail.com</a>>
<br>
<b>Sent:</b> Monday, August 28, 2023 11:17 AM<br>
<b>To:</b> Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>><br>
<b>Cc:</b> <a href="mailto:board@lists.openresearch.institute">board@lists.openresearch.institute</a><br>
<b>Subject:</b> Re: Insurance Proposal & Quotes for Open Research Institute<o:p></o:p></p>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I'm sure we can figure it out and fix it.<br>
<br>
What can I do to help here? I can try and export the docusign, or should I do something like screenshots?
<br>
<br clear="all">
<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">-Michelle Thompson<o:p></o:p></p>
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</div>
</div>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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</div>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">On Mon, Aug 28, 2023 at 11:03 AM Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I am sorry. I can include that information with our bind request.
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary
of the California Association of Nonprofits </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.calnonprofitsinsurance.org/" target="_blank"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D"><img border="0" width="109" height="93" style="width:1.1354in;height:.9687in" id="m_7600069736527551524m_8176721565089241354Picture_x0020_9" src="cid:image001.png@01D9D9B1.55EB40E0"></span><img border="0" width="160" height="135" style="width:1.6666in;height:1.4062in" id="m_7600069736527551524m_8176721565089241354Picture_x0020_10" src="cid:image002.png@01D9D9B1.55EB40E0"><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the
contract interacts with your insurance policy and is not intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends
that clients consult with their legal counsel when considering contractual language prior to signing.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">This message and any attachments may contain confidential information intended for a specific person. If
you received this email in error, please notify the sender and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence
of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b> Michelle Thompson <<a href="mailto:mountain.michelle@gmail.com" target="_blank">mountain.michelle@gmail.com</a>>
<br>
<b>Sent:</b> Monday, August 28, 2023 10:40 AM<br>
<b>To:</b> Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>>;
<a href="mailto:board@lists.openresearch.institute" target="_blank">board@lists.openresearch.institute</a><br>
<b>Subject:</b> Re: Insurance Proposal & Quotes for Open Research Institute<o:p></o:p></p>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Greetings Cole,<br>
<br>
I'm able to fill out almost the entire form, but the phone number field refuses to work no matter what format I enter. Can you tell me what format it wants?<br>
<br>
I've tried <br>
+1 858 229 3399<br>
1 858 229 3399<br>
1.858.229.3399<br>
858.229.3399<br>
229.3399<o:p></o:p></p>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">18582293399<br>
8582293399<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">2293399<br>
<br>
and now I'm trying commas, double spaces...<br>
<br>
It won't let me complete the document unless the phone number is entered and in some sort of format that is not explained. <br>
<br>
Here's a screenshot of one attempt and the error message I am getting. <br>
<br>
Sorry about this - I'm just not understanding how to enter it in the way the error message states. <br>
<br>
<br clear="all">
<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">-Michelle Thompson<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">On Mon, Aug 28, 2023 at 10:19 AM Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt;border-top:currentcolor;border-right:currentcolor;border-bottom:currentcolor">
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Thank you. I just sent the proposal and related information over via DocuSign.
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary
of the California Association of Nonprofits </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.calnonprofitsinsurance.org/" target="_blank"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D"><img border="0" width="109" height="93" style="width:1.1354in;height:.9687in" id="m_7600069736527551524m_8176721565089241354m_7613881567186833555Picture_x0020_7" src="cid:image001.png@01D9D9B1.55EB40E0"></span><img border="0" width="160" height="135" style="width:1.6666in;height:1.4062in" id="m_7600069736527551524m_8176721565089241354m_7613881567186833555Picture_x0020_8" src="cid:image002.png@01D9D9B1.55EB40E0"><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the
contract interacts with your insurance policy and is not intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends
that clients consult with their legal counsel when considering contractual language prior to signing.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">This message and any attachments may contain confidential information intended for a specific person. If
you received this email in error, please notify the sender and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence
of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b> Michelle Thompson <<a href="mailto:mountain.michelle@gmail.com" target="_blank">mountain.michelle@gmail.com</a>>
<br>
<b>Sent:</b> Saturday, August 26, 2023 2:27 PM<br>
<b>To:</b> Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>><br>
<b>Cc:</b> <a href="mailto:board@lists.openresearch.institute" target="_blank">board@lists.openresearch.institute</a><br>
<b>Subject:</b> Re: Insurance Proposal & Quotes for Open Research Institute<o:p></o:p></p>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Yes, but we got answers on all of them, and yes we are ready to move forward. <br>
<br>
Thank you,<br clear="all">
<o:p></o:p></p>
<div>
<div>
<div>
<div>
<div>
<div>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">-Michelle Thompson<o:p></o:p></p>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">On Fri, Aug 25, 2023 at 2:19 PM Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt;border-top:currentcolor;border-right:currentcolor;border-bottom:currentcolor">
<div>
<div>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Good day Michelle – did the board have any questions on our proposal? Are you ready to move forward?<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary
of the California Association of Nonprofits </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.calnonprofitsinsurance.org/" target="_blank"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the
contract interacts with your insurance policy and is not intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends
that clients consult with their legal counsel when considering contractual language prior to signing.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">This message and any attachments may contain confidential information intended for a specific person. If
you received this email in error, please notify the sender and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence
of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b> Michelle Thompson <<a href="mailto:mountain.michelle@gmail.com" target="_blank">mountain.michelle@gmail.com</a>>
<br>
<b>Sent:</b> Saturday, August 19, 2023 10:02 AM<br>
<b>To:</b> Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>><br>
<b>Cc:</b> <a href="mailto:board@lists.openresearch.institute" target="_blank">board@lists.openresearch.institute</a>; Frank Brickle <<a href="mailto:brickle@pobox.com" target="_blank">brickle@pobox.com</a>><br>
<b>Subject:</b> Re: Insurance Proposal & Quotes for Open Research Institute<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">We should have a vote this coming Tuesday, at our "official" board meeting. <br>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">-Michelle Thompson<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">On Fri, Aug 18, 2023 at 4:41 PM Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Good day Michelle – just checking in concerning the insurance proposal we provided. Please let us know if you have any questions. Our quotes are generally good for 30 days.<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Thank you,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Cole<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary
of the California Association of Nonprofits </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.calnonprofitsinsurance.org/" target="_blank"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D"><img border="0" width="109" height="93" style="width:1.1354in;height:.9687in" id="m_7600069736527551524m_8176721565089241354m_7613881567186833555m_-4056302959379106586m_820225519591013894Picture_x0020_3" src="cid:image001.png@01D9D9B1.55EB40E0"></span><img border="0" width="160" height="135" style="width:1.6666in;height:1.4062in" id="m_7600069736527551524m_8176721565089241354m_7613881567186833555m_-4056302959379106586m_820225519591013894Picture_x0020_4" src="cid:image002.png@01D9D9B1.55EB40E0"><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the
contract interacts with your insurance policy and is not intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends
that clients consult with their legal counsel when considering contractual language prior to signing.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">This message and any attachments may contain confidential information intended for a specific person. If
you received this email in error, please notify the sender and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence
of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
</span><o:p></o:p></p>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b> Michelle Thompson <<a href="mailto:mountain.michelle@gmail.com" target="_blank">mountain.michelle@gmail.com</a>>
<br>
<b>Sent:</b> Thursday, August 10, 2023 7:54 AM<br>
<b>To:</b> Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>><br>
<b>Cc:</b> <a href="mailto:board@lists.openresearch.institute" target="_blank">board@lists.openresearch.institute</a>; Frank Brickle <<a href="mailto:brickle@pobox.com" target="_blank">brickle@pobox.com</a>><br>
<b>Subject:</b> Re: Insurance Proposal & Quotes for Open Research Institute<o:p></o:p></p>
</div>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<div style="border:solid #FFC000 1.0pt;padding:12.0pt 12.0pt 12.0pt 12.0pt">
<p style="background:#FFC000"><span style="font-size:12.0pt;color:black">** CAUTION: External message</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">Greetings Cole!<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">Thank you so much for helping with these quotes.
<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">Our board is reviewing them now.
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I'm on travel until the 15 August, but our next meeting will happen very soon after that. I anticipate a quick answer.
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt">-Michelle Thompson<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">On Wed, Aug 9, 2023 at 5:17 PM Cole Kinney <<a href="mailto:cole@cal-insurance.org" target="_blank">cole@cal-insurance.org</a>> wrote:<o:p></o:p></p>
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<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt;border-top:currentcolor;border-right:currentcolor;border-bottom:currentcolor">
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Good day Michelle - did you have a chance to review our proposal and quotes? Let me know if you have any questions.<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Sincerely,<br>
Cole<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary
of the California Association of Nonprofits </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.calnonprofitsinsurance.org/" target="_blank"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D"><img border="0" width="109" height="93" style="width:1.1354in;height:.9687in" id="m_7600069736527551524m_8176721565089241354m_7613881567186833555m_-4056302959379106586m_820225519591013894m_-2729325621606228552Picture_x0020_2" src="cid:image001.png@01D9D9B1.55EB40E0"></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the
contract interacts with your insurance policy and is not intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends
that clients consult with their legal counsel when considering contractual language prior to signing.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black">This message and any attachments may contain confidential information intended for a specific person. If
you received this email in error, please notify the sender and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence
of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
</span><o:p></o:p></p>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b> Cole Kinney
<br>
<b>Sent:</b> Wednesday, August 2, 2023 2:20 PM<br>
<b>To:</b> <a href="mailto:mountain.michelle@gmail.com" target="_blank">mountain.michelle@gmail.com</a><br>
<b>Subject:</b> Insurance Proposal & Quotes for Open Research Institute<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Michelle – we are pleased to attached our quotes and proposal for your review and acceptance. We are providing the following lines of coverage.<o:p></o:p></p>
<ul type="disc">
<li class="m7600069736527551524m8176721565089241354m7613881567186833555m-4056302959379106586m820225519591013894m-2729325621606228552msolistparagraph" style="mso-list:l0 level1 lfo3">
Technology Professional Liability<o:p></o:p></li><li class="m7600069736527551524m8176721565089241354m7613881567186833555m-4056302959379106586m820225519591013894m-2729325621606228552msolistparagraph" style="mso-list:l0 level1 lfo3">
General Liability<o:p></o:p></li><li class="m7600069736527551524m8176721565089241354m7613881567186833555m-4056302959379106586m820225519591013894m-2729325621606228552msolistparagraph" style="mso-list:l0 level1 lfo3">
Directors & Officers Liability<o:p></o:p></li></ul>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Please let us know if you have any questions. I would be happy to set up a call to discuss.
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Sincerely,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Cole<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Cole Kinney,
</span></b><span style="font-family:"Arial",sans-serif">CDI License # 0629052</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif">Senior Vice President of Development</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Arial",sans-serif;color:#008B97">CalNonprofits Insurance Services</span></b><span style="font-family:"Arial",sans-serif;color:black"> | a subsidiary
of the California Association of Nonprofits </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Candara",sans-serif;color:#F36817">Nonprofit Owned. Nonprofit Serving.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif;color:black">415.906.5057 direct | 888.427.5224 toll free | 805.709.2223 cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.calnonprofitsinsurance.org/" target="_blank"><span style="font-size:11.5pt;font-family:"Candara",sans-serif;border:none windowtext 1.0pt;padding:0in">www.calnonprofitsinsurance.org</span></a><span style="font-size:11.5pt;font-family:"Candara",sans-serif;color:black;border:none windowtext 1.0pt;padding:0in"> |
Corporate License 0827761</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D"><img border="0" width="109" height="93" style="width:1.1354in;height:.9687in" id="m_7600069736527551524m_8176721565089241354m_7613881567186833555m_-4056302959379106586m_820225519591013894m_-2729325621606228552Picture_x0020_1" src="cid:image001.png@01D9D9B1.55EB40E0"></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#0070C0">We provide advice on contracts in our capacity as insurance advisors. Our advice is based on how the
contract interacts with your insurance policy and is not intended to replace professional legal advice. CalNonprofits Insurance Services (CNIS) does not warrant or guarantee the legal effect or the appropriate use of the contents. CNIS strongly recommends
that clients consult with their legal counsel when considering contractual language prior to signing.</span></b><o:p></o:p></p>
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you received this email in error, please notify the sender and delete the message. Failure to maintain the confidentiality of this email may subject you to penalties under applicable law. The recipient should check this email and any attachments for the presence
of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email. Any quotes discussed in this email are contingent upon approval by the carrier.
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