Agenda Packet_2024-07-16 (Revised)

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DESCRIPTION OF FIRM Kennedy Court Reporters was established in 1976 by Lori Odell Kennedy. Its board consists of Lori Kennedy, President; Patrick Kennedy, Secretary-Treasurer; and Matthew Kennedy, Vice-President. Registered as an S-Corporation as of March 3, 1983, its FEIN is 95-3817218. Its California Seller's Permit Number is 103-127982, and CA Small Business Certification Number 23063. Lori Kennedy has been a Certified Shorthand Reporter since 1976 and has expertise in virtually every facet of the court reporting industry. Patrick Kennedy has extensive experience in contract management, legal video services, data retention, along with invoicing and billing. He is also a certified LiveNote Trainer. Finally, Matthew Kennedy has been a Certified Shorthand Reporter since 2013 and has extensive experience both as a court reporter and legal videographer, remote video specialist, proofer, scopist, contract analyst, technical advisor, and day-to-day operations manager. KCR's headquarters is located in Santa Ana, California, and focusses its business growth in the California market; however, with current technology and resources, we are able to obtain coverage across the nation be it for conference rooms, court reporters, videographers, or translators. KCR's staff is comprised of 12 individuals. All staff members are paid at or higher than LWO requirements. Our Calendar Department consists of Cathy Carlson and Kelly Powell. Cathy has been involved in the court reporting industry for over 25 years, rising from a production clerk to an office manager for various firms prior to her employment with KCR. Kelly has extensive experience as a data analyst and customer service representative for a number large-scale organizations prior to coming on board. Kelly is also attending South Coast College to one day become a full fledged CSR. Both have a keen eye for detail, customer service, and expedience. Matthew Kennedy oversees all calendar and scheduling operations in addition to his corporate management workload. The Production Department is overseen by Matthew Kennedy, with Karen Sterling as the day-to-day managerial contact in the department. Karen's credentials include attending South Coast College for a number of years in pursuit of obtaining her own CSR license before eventually joining Kennedy Court Reporters as a Production Associate and rising to a lead position. She is joined by David Alvarado, Daisy Reyna, Tiffany Flores, and Jennifer Castro. David comes from the banking industry and brings with him a keen eye for detail as well as majoring in political science at Vanguard University. Daisy Reyna is currently enrolled in a court reporting program through Cypress College, has taken all necessary academic prerequisites and will soon be able to sit for the state test. Karen, Tiffany, and Daisy bring the knowledge and experience of having navigated court reporting school to the Production Department. Tiffany has experience in our very own Calendar Department, had previously worked in the tax preparation industry, is attending court reporting school, and a keen eye for detail in everything she does. Lastly, Jenny Castro boasts experience in both our Calendar and Production departments, having been trained on the job for virtually every task with production and can assist with Calendar on days when demand is heavy. She is currently in school to finish her bachelor's degree. Our Billing and Accounting Department is overseen by Patrick, Lori, and Matthew Kennedy. The day-to-day managing contact is Rose Bliss, a veteran of Kennedy Court Reporters since 1991. Rose is the lead on invoicing, billing, and resource payment. Prior to being hired on at KCR, Rose had a strong background in finance and accounting. Assisting her is Claudia Martinez, previously an office manager at a law firm. Claudia's attention to detail City Council 10 — 19 7/16/2024