Assert Inc.

“Elisabeth Adams, President, is completing this form. Rod Mirand, Treasurer, will receive a copy via e-mail prior to submission.”

“ASSERT has staff meetings on a regular basis where policies and procedures are discussed and reiterated that privacy of customers is important, that no information is to be shared with other employees and/or strangers except with the utility companies who are funding the services for our customers.”

“Elisabeth Adams regularly confers with her peer in similar organizations about wages and salaries. ASSERT's wages are on the lower end of the spectrum.”

“Form 990, governing documents, conflict of interest policies are available upon request. No requests were received in 2020.”

“On March 20, 2020 ASSERT was notified by both So. California Edison and the So. California Gas Co (our funding sources) that we could not visit any of our customers' homes due to the COVID-19 lockdown ordered by the State of California. Due to some regulations, we had to keep our existing employees on our payroll and we paid them sick leave until May 31, 2020. On June 1, we resumed operations, albeit on a greatly reduced schedule which still exists today. I obtained a PPP loan from the US Small Business Administration for $95125 in May 2020. In April 2021 we received a forgiveness notice.”

“Until August 2020 Program Specialist were considered independent contractors. California State law now requires that they be treated as employees. As operations resumed after the COVID-19 lockdown, they were brought back as employees.”