CTR066203_-_COI_and_Endorsements__3_.pdf

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Attached to
Master Agreement AZ|CTR066203
Contract number
CTR066203
Issued by
Arizona

About this file

This document is a Certificate of Liability Insurance for Stepping Stones Foundations Inc., doing business as Stepping Stones Agencies, issued by The Mahoney Group through StarNet Insurance Company and the Social Services Contractors Indemnity Pool. The insurance coverage is for the State of Arizona, including its departments, agencies, boards, commissions, and universities, with additional insured status for losses arising from work performed by or on behalf of the contractor.

The insurance policy provides comprehensive coverage including Commercial General Liability, Business Auto, Professional Liability, and Sexual Abuse Liability, with policy limits ranging from $1,000,000 to $2,000,000 across different coverage types. The policy is effective from November 2, 2024 to November 2, 2025, with a Workers' Compensation endorsement effective January 1, 2025. The policy includes waivers of subrogation and additional insured provisions for the State of Arizona, ensuring broad protection for the state and its entities in connection with the contractor's operations.

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ANY PROPRIETOR/PARTNER/EXECUTIVE

OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD

PRODUCER

CONTACT

NAME:

FAXPHONE

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

E-MAIL

ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER

POLICY EFF POLICY EXP

TYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

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

AUTHORIZED REPRESENTATIVE

EACH OCCURRENCE $

DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence)

MED EXP (Any one person) $

PERSONAL & ADV INJURY $

GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $

PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT

OTHER: $

COMBINED SINGLE LIMIT

$(Ea accident)

ANY AUTO BODILY INJURY (Per person) $

OWNED SCHEDULED

BODILY INJURY (Per accident) $AUTOS ONLY AUTOS

HIRED NON-OWNED PROPERTY DAMAGE

$AUTOS ONLY AUTOS ONLY (Per accident)

OCCUR EACH OCCURRENCE

CLAIMS-MADE AGGREGATE $

DED RETENTION $

PER OTH-

STATUTE ER

E.L. EACH ACCIDENT

E.L. DISEASE - EA EMPLOYEE $

If yes, describe under

E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below

INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY

Y / N

N / A (Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN

ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED

REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

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

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

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION

© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

The ACORD name and logo are registered marks of ACORD

12/3/2024

(480) 253-5951 (480) 730-4929

14329

Stepping Stones Foundations Inc.

dba: Stepping Stones Agencies 2651 N Industrial Way, Suite A Prescott Valley, AZ 86314

40045

A 1,000,000

X X 60004697 11/2/2024 11/2/2025 1,000,000

10,000

1,000,000

2,000,000

2,000,000

ABUSE MOLESTATI 1,000,000

1,000,000A

X X 60004697 11/2/2024 11/2/2025

2,000,000A 6000553 7 11/2/2024 11/2/2025 2,000,000

B

X BRC686609642 1/1/2025 1/1/2026 1,000,000

N

1,000,000

1,000,000

A Professional Liabili 60004697 11/2/2024 Occurrence 1,000,000

A Professional Liabili 60004697 11/2/2024 11/2/2025 Aggregate 2,000,000

Contract #CTR066203

APPROVED WORDING PER DDD AND SOCIAL SERVICE CONTRACTORS INDEMNITY POOL:

STATE ADDITIONAL INSURED ENDORSEMENT SSCOMMAZAI INCLUDES:

•STATE OF ARIZONA, ITS’ DEPARTMENTS, AGENCIES, BOARDS, COMMISSIONS, AND UNIVERSITIES, AND ALL OFFICERS, OFFICIALS, AGENTS AND EMPLOYEES OF THESE ENTITIES, FOR LOSSES ARISING FROM WORK PERFORMED BY OR ON BEHALF OF THE

CONTRACTOR

SEE ATTACHED ACORD 101

The State of Arizona and Dept of Economic Security c/o myCOI 1075 Broad Ripple Ave, Suite 313 Indianapolis, IN 46220

STEPSTO-02 KHERTER

The Mahoney Group - Mesa 1835 South Extension Road Mesa, AZ 85210

Kathy Herter kherter@mahoneygroup.com

Social Services Contractor

StarNet Insurance Company

X

11/2/2025

X

X

X

X

X

X X

FORM NUMBER:

EFFECTIVE DATE:

The ACORD name and logo are registered marks of ACORD

ADDITIONAL REMARKS

ADDITIONAL REMARKS SCHEDULE

FORM TITLE:

Page of

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM,

ACORD 101 (2008/01)

AGENCY CUSTOMER ID:

LOC #:

AGENCY NAMED INSURED

POLICY NUMBER

CARRIER NAIC CODE

© 2008 ACORD CORPORATION. All rights reserved.

The Mahoney Group - Mesa

STEPSTO-02

SEE PAGE 1

SEE PAGE 1

ACORD 25 Certificate of Liability Insurance

SEE P 1

Stepping Stones Foundations Inc.

dba: Stepping Stones Agencies 2651 N Industrial Way, Suite A Prescott Valley, AZ 86314

SEE PAGE 1

KHERTER

Description of Operations/Locations/Vehicles:

•ADDITIONAL INSURED COVERAGE TO THE STATE FOR GENERAL LIABILITY, AUTOMOBILIE LIABILITY, PROFESSIONAL LIABILITY AND SEXUAL ABUSE MOLESTATION LIABILITY

•WAIVER OF SUBROGATION FOR GENERAL LIABILITY, AUTOMOBILE LIABILITY, PROFESSIONAL LIABILITY AND SEXUAL ABUSE

AND

MOLESTATION LIABILITY

•PRIMARY NON-CONTRIBUTORY LANGUAGE FOR GENERAL LIABILITY, AUTOMOBILE LIABILITY, PROFESSIONAL LIABILITY AND

SEXUAL

ABUSEAND MOLESTATION LIABILITY

•BUSINESS AUTO COVERAGE FORM APPLIES TO OWNED AND LEASED (SYMBOL 7) AND HIRED OR BORROWED VEHICLES

(SYMBOL 8 AND 9)

•Excess Liability applies over the Professional Liability.

Social Service Contractors Indemnity Pool

WHO IS AN INSURED ADDITIONAL INSURED_SSCOMMAIAZ_08/21

SSCOMMAIAZ (08 21) Includes wording © ISO Properties, Inc., used with permission Page 1 of 1

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WHO IS AN INSURED ADDITIONAL INSURED

Policy Number: 6000469 7 Effective Date: 11/02/2024

This endorsement modifies insurance provided under the following:

SOCIAL SERVICE AGENCY PROFESSIONAL LIABILITY COVERAGE FORM

SEXUAL OR PHYSICAL ABUSE OR MOLESTATION COVERAGE FORM

BUSINESS AUTO COVERAGE FORM (coverage applies to owned, leased, hired or borrowed vehicles) COMMERCIAL GENERAL LIABILITY COVERAGE FORM (including Products Completed Operations Coverage)

Schedule:

Name Of Additional Insured Entities:

The State of Arizona, its departments, agencies, boards, commissions, and universities, and all officers, officials, agents, and employees of these entities, for losses arising from work performed by or on behalf of the Contractor.

Information required to complete this Schedule, if not shown above, will be shown in the Declarations.

The section entitled Who is an Insured in each of the coverage forms set forth above is amended to include as an insured the person or organization shown in the schedule, but only with respect to liability for injury or damage resulting from your operations performed for that insured and caused by your acts or omissions.

All other terms and conditions remain unchanged.

NAMED INSURED ENDORSEMENT_SSCOMMNAMED_01/21

SSCOMMNAMED (01 21) Includes wording © ISO Properties, Inc., used with permission Page 1 of 1

NAMED INSURED ENDORSEMENT

It is hereby understood and agreed that Item 1. Named Insured, of the Common Coverages Declarations, Form SSCOMMDEC (01 21), is amended to read as follows:

Stepping Stones Foundation Inc. dba Stepping Stones Agencies Gratitude Foundation Inc. dba Stepping Stones Agencies Be Better Foundation Inc. dba Stepping Stones Agencies Step One Foundation Inc. dba Stepping Stones Agencies

WAIVER OF TRANSFER RIGHTS OF RECOVERY_SSCOMMWOSAZ_08/21

SSCOMMWOSAZ (08 21) Includes wording © ISO Properties, Inc., used with permission Page 1 of 1

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

WAIVER OF TRANSFER RIGHTS OF RECOVERY

Policy Number: 6000469 7 Effective Date:11/02/2024

This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE FORM

BUSINESS AUTO COVERAGE FORM

SOCIAL SERVICE AGENCY PROFESSIONAL LIABILITY COVERAGE FORM

SEXUAL ABUSE LIABILITY COVERAGE FORM

SCHEDULE

Name of Person or Organization: the State of Arizona, its departments, agencies, boards, commissions, universities and all officers, officials, agents, and employees of these entities, for losses arising from work performed by or on behalf of the contractor.

1. The TRANSFER OF RIGHTS OF RECOVERY Condition (Section IV COMMERCIAL GENERAL LIABILITY CONDITIONS) is amended by the addition of the following:

We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damages arising out of your ongoing operations or "your work" done under a contract for that person or organization and included in the "products completed operations hazard". This waiver applies only to the person or organization shown in the Schedule above.

2. The TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US Condition (Section IV BUSINESS AUTO CONDITIONS) is amended by the addition of the following:

We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damages for bodily injury or property damage to which this insurance applies.

3. The TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US Condition (Section IV PROFESSIONAL LIABILITY CONDITIONS) is amended by the addition of the following:

We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for damages resulting from a wrongful act to which this insurance applies.

4. The TRANSFER OF RIGHTS OF RECOVERY Condition (Section D., SEXUAL OR PHYSICAL ABUSE OR MOLESTATION CONDITIONS) is amended by the addition of the following:

We waive any right of recovery we may have against the person or organization shown in the Schedule above because of payments we make for injury or damages due to abuse to which this insurance applies.

Docusign Envelope ID: B152B9D9-1F07-4D57-B6D6-C2ACA841B64B

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