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					                                                           RESOLUTION NO.

BY THE COUNCIL: BISTERFELDT, CLEGG, EBERLE, JORDAN, SHEALY, AND TIBBS

A RESOLUTION AUTHORIZING THE MAYOR AND CITY CLERK TO EXECUTE ON BEHALF OF
THE CITY OF BOISE CITY, AN AGREEMENT FOR RFP 09-014; ENTERPRISE RISK
MANAGEMENT      INFORMATION     SYSTEM,    DEPARTMENT  OF   FINANCE    AND
ADMINISTRATION, RISK AND SAFETY SERVICES DIVISION BETWEEN THE CITY OF BOISE
CITY AND CS STARS, AND PROVIDING AN EFFECTIVE DATE.

    WHEREAS, Department of Finance & Administration, Risk and Safety Services Division staff recommend
award of RFP 09-014; Enterprise Risk Management Information System, Department of Finance and
Administration, to the best qualified proposer, The CS Stars; and,
    WHEREAS, during their meeting of                       , the City Council followed staff recommendation and
awarded Resolution No.               , RFP 09-014; Enterprise Risk Management Information System, Department
of Finance and Administration to CS Stars.

NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE CITY OF
BOISE, IDAHO:

   Section 1. That the contract by and between the City of Boise City and CS Stars, for RFP 09-014; Enterprise
Risk Management Information System, Department of Finance and Administration, a copy of which Agreement,
marked Exhibit A, is attached hereto and incorporated herein by reference, be, and the same hereby is, approved
both as to form and content.
   Section 2. That the Mayor and City Clerk be, and they hereby are, authorized to execute and attest said
contract on behalf of Boise City.
   Section 3. That this Resolution shall be in full force and effect immediately upon its adoption and approval.

ADOPTED by the Council of the City of Boise, Idaho, this                day of              , 2009.

APPROVED by the Mayor of the City of Boise, Idaho, this                 day of              , 2009.


 APPROVED:


 Mayor

 ATTESTED:


 City Clerk



Council:   March 10, 2009                                                                       R-77-09
                                                                                          CONFIDENTIAL



                                SOFTWARE LICENSE AND SERVICES AGREEMENT


        This SOFTWARE LICENSE AND SERVICES AGREEMENT (this “Agreement”) is entered into as of
March 10, 2009 by and between CS STARS LLC, a Delaware limited liability company with offices at 500 West
Monroe Street, Chicago, Illinois 60661 (“Licensor”), and City of Boise, a municipal governmental entity with offices
at 150 N. Capitol Blvd, Boise ID 83702 (“Client”). In consideration of the mutual agreements contained herein and
intending to be legally bound hereby, Licensor and Client hereby agree to all of the following terms and conditions.

        1. Definitions.                                      pursuant to this Agreement, including as set forth in
         (a) “Client Data” shall mean the data               the Compensation Summary and the Billing Schedule
provided or inputted by or on behalf of Client,              in any Statement of Work.
including personally identifiable information, for use
                                                                    (f) “Licensed Software” shall mean the
with the Licensed Software, excluding any
                                                             Software, Upgrades and Custom Software.
Confidential Information of Licensor.
                                                                    (g) “Licensed Technology” shall mean the
         (b) “Confidential Information” shall mean,
                                                             Licensed Software and Documentation.
collectively, this Agreement (to the extent permitted
by law), as well as all confidential and proprietary                  (h) “Proprietary Rights” shall mean all
information of a party, including, without limitation,       copyright, patent, trademark, trade secret and other
regarding a party’s business plans and strategies;           intellectual property and proprietary rights.
products and technology; software, source code and                   (i) “Restricted Entity” shall mean any
object code; clients or prospective clients; data models;    individual, partnership, limited liability company,
inventions, developments, formulae and processes;            corporation, joint venture, trust, association or other
know-how, show-how, discoveries, improvements,               entity owned or controlled by, or acting as an agent for,
works of authorship, concepts, mask works, and ideas,        any person or entity with whom a U.S. citizen,
or expressions thereof, whether or not subject to            national, or company organized under the laws of or
patents, copyright, trademark, trade secret protection       operating in any state or territory of the U.S. is
or other intellectual property right protection (in the      prohibited from engaging in any transactions by U.S.
United States or elsewhere); and whether or not stored,      laws, including without limitation, a person on the
compiled or memorialized physically, electronically,         Specially Designated Nationals List published by the
graphically, photographically or in writing. Client          United States Department of the Treasury’s Office of
Data shall be considered Confidential Information of         Foreign Assets Control (“OFAC”), or any other
Client.                                                      person or entity with whom or which transactions are
        (c) “Custom Software” shall mean                     prohibited by OFAC regulations.
specifically modified versions or modules of the                     (j) “Seat” shall mean an individual (including
Software created by Licensor pursuant to a signed            an employee or agent of a Service Provider) using or
Statement of Work, Services Addendum or other                accessing the Licensed Software.
written agreement between the parties.
                                                                     (k) “Service Provider” shall mean a third-
         (d) “Documentation” shall mean, in printed          party service provider of Client’s that provides
or electronic form, each of the manuals, user guides,        services on behalf of and for Client (and not as a
technical specification documents and other                  service bureau).
instructional and reference materials generally
distributed by Licensor regarding the Software or                    (l) “Services” shall mean the implementation,
distributed by Licensor to Client regarding the Custom       support, maintenance, programming and other services
Software, all as updated and redistributed by Licensor       specified in any Statement(s) of Work, work orders or
from time to time.                                           services addenda, or otherwise provided by Licensor
                                                             pursuant to this Agreement.
       (e) “Fees” shall mean the applicable license,
implementation, conversion, customization, consulting,               (m) “Software” shall mean the object code
maintenance, support and services fees payable               version of the software products set forth in the
                                                             deliverables section of any applicable Statement of

        FORM CS STARS SOFTWARE LICENSE AND SERVICES AGREEMENT - NON-TRANSACTIONAL TEMPLATE
        Version: April 1, 2008
                                                                                                     CONFIDENTIAL



Work hereto and made available to Client under this         or any third party; (vii) distribute any database
Agreement by Licensor.                                      systems containing data (excluding Client Data)
                                                            obtained from the Licensed Software; (viii) create
        (n) “Statement of Work” shall mean any
                                                            Internet “links” to or from the Licensed Software or
statement of work entered into and mutually approved
                                                            “frame” or “mirror” any of Licensor’s content which
by the parties pursuant to this Agreement from time to
                                                            forms part of the Licensed Software (for the avoidance
time and attached hereto in Exhibit A.
                                                            of doubt, creation of corporate intranet "links" to the
        (o) “Upgrades” shall mean all updates, new          Licensed Software is not a violation of this Section
versions, modifications and subsequent releases of the      2(b)(viii)); (ix) use or access the Licensed Technology
Software. Upgrades shall not include new or different       in a manner, or act otherwise in any manner, that
applications, platforms or editions which are not           could damage, disable, overburden, or impair any
extensions to or replacements for the Licensed              Licensor servers or the networks connected to any
Software, but which may use some or all of the code         Licensor server; (x) interfere with any third party’s
from the Licensed Software.                                 use and enjoyment of the Licensed Technology; or (xi)
        2. License Grant and Restrictions.                  attempt to gain unauthorized access to the Licensed
                                                            Technology, accounts, computer systems, or networks
         (a) License. Subject to all the terms and          connected to any Licensor server through hacking,
conditions of this Agreement, Licensor hereby grants        password mining, or any other means.
to Client, for the term set forth in the Statement(s) of
Work, a non-exclusive, non-transferable, non-                        (c) Seats. The number of permitted Seats
assignable, non-sublicensable, limited license for          shall be as set forth in the Statement of Work. Client
Client to access, display and use the Licensed              acknowledges and agrees that each Seat shall access
Technology solely for the internal business purposes        and use the Licensed Technology through a unique
of Client and to manage information relating only to        and reasonably secure username/user identification
Client, but not any third parties, and not for any other    and password. Except Client’s system administrators
purpose or in any other manner.                             where reasonably necessary for administrative or
                                                            security purposes, no Seat may use the username/user
         (b) License Restrictions. Nothing in this          identification or password of any other Seat.
Agreement shall be construed as a grant to Client of
any right to, and Client shall not, and shall not permit            (d) Third Party Access. Client shall also
any third party to: (i) reproduce any of the Licensed       have the right for Client to permit its Service
Technology or any portion thereof, (provided, that          Providers to access, display and use the Licensed
Client shall be permitted to make a reasonable number       Technology solely for the benefit of Client, and in
of copies of the Documentation and any locally-hosted       accordance with the terms and conditions of this
Licensed Software for its internal training, testing and    Agreement, provided that:
backup purposes); (ii) distribute, disclose or allow use            (i)     except as otherwise expressly agreed
of any of the Licensed Technology, or any portion                   by Licensor in writing, no such Service
thereof, in any format, through any timesharing                     Provider is engaged in, or is an affiliate or
service, service bureau, network or by any other                    subsidiary of any person or entity engaged in,
means, to or by any third party; (iii) decompile,                   the claims, compliance or risk management
disassemble, or otherwise reverse engineer or attempt               software business;
to reconstruct or discover any source code or
                                                                    (ii)     Client shall provide thirty (30) days’
underlying ideas or algorithms of the Licensed
                                                                    advance written notice of such Service
Technology in any manner; (iv) create derivative
                                                                    Provider to Licensor and Licensor does not
works from, modify or alter any of the Licensed
                                                                    object to such Service Provider within fifteen
Technology in any manner whatsoever; (v) use the
                                                                    (15) days of Licensor’s receipt of such notice
Licensed Software or any component thereof
                                                                    from Client;
(excluding Client Data) to construct a database of any
kind or to improve the quality of any data sold or                  (iii)    no Service Provider shall have any
contributed by Client to any third party; (vi) store the            right to access, display or use the Licensed
Licensed Software (excluding Client Data), in its                   Technology unless the Service Provider has
entirety or in any part in databases for access by Client           agreed in writing in advance to be bound by


                                                                                                                      2
                                                                                                        CONFIDENTIAL



        the Third-Party Licensee Agreement attached          the Licensed Technology that are permitted to be
        hereto as Exhibit B; (iv) any rights granted         made hereunder. Client further agrees to reasonably
        hereunder with respect to the Licensed               cooperate with and assist Licensor (at Licensor’s sole
        Technology to any of Client’s Service                expense) in protecting, enforcing and defending
        Providers shall expire or terminate                  Licensor’s rights in and to the Licensed Technology.
        immediately upon the expiration or
                                                                      (h) Client Obligations. In furtherance of the
        termination of the Agreement in accordance
                                                             foregoing, Client shall: (i) provide Licensor with
        with its terms;
                                                             reasonable access to Client’s premises as appropriate
        (v) all access and use of the Licensed               to enable Licensor to perform its obligations
        Technology by Client’s Service Providers             hereunder; (ii) provide adequate resources to
        shall be subject to all of the terms and             participate in or facilitate the performance of the
        conditions of this Agreement; and                    Services; (iii) timely participate in meetings relating to
                                                             the Services; (iv) assign personnel with relevant
        (vi) Client shall be fully responsible for
                                                             training and experience to work in consultation with
        ensuring the compliance of all such Client’s
                                                             Licensor, if applicable; (v) provide the equipment and
        Service Providers with the terms and
                                                             software (including obtaining any third party software
        conditions of this Agreement.
                                                             licenses) required to operate the Licensed Software in
         (e) Proprietary Rights. As between Client           accordance with, and to otherwise comply with, the
and Licensor, Client acknowledges that Licensor is the       hardware/software specifications for the Licensed
exclusive owner of all right, title and interest in and to   Software; (vi) safeguard the user ID’s, passwords and
all Licensed Technology and all Proprietary Rights           other security data, methods and devices furnished to
related thereto, regardless of any participation or          Client in connection with the Licensed Software and
collaboration by Client in the design, development or        prevent unauthorized access to or use of the Licensed
implementation of any such Licensed Technology.              Software; (vii) be responsible for all maintenance of
No title or ownership of Proprietary Rights in and to        Client networks, equipment and system security
the Licensed Technology, or any component thereof,           required or appropriate in connection with the
is transferred to Client or any third parties hereunder.     Licensed Software; (viii) have sole responsibility for
To the extent that any such Proprietary Rights do not        the accuracy, quality, integrity, legality, reliability and
otherwise vest in Licensor or its licensors, Client          appropriateness of all Client Data; (ix) transmit Client
hereby agrees to promptly assign such Proprietary            Data in an encrypted format, to be mutually agreed by
Rights to Licensor or its licensors, and to do all other     the parties, if Client Data is transmitted by electronic
acts reasonably necessary to perfect Licensor’s or its       transfer or sent in physical media by or on behalf of
licensors’ ownership thereof, without additional             Client; and (x) take such other actions as are required
consideration of any kind.                                   of Client pursuant to this Agreement, including
         (f) Notices of Infringement; Assistance. In         without limitation, any Statement of Work.
the event Client discovers or is notified of an actual or             (i) Client Warranty – Client Data. The
suspected infringement or misappropriation of the            parties acknowledge and agree that during the term of
rights of Licensor or its licensors in or to the Licensed    this Agreement Client, its Service Providers or other
Technology, or any component thereof, or any                 third parties may disclose certain Client Data,
unauthorized disclosure of, access to, or use of the         including personally identifiable data regarding
Licensed Technology (each, an “Infringement”),               employees or other individuals, to Licensor for the
Client shall: (i) immediately notify Licensor of such        benefit of Client. Client represents and warrants to
known or suspected Infringement; and (ii) terminate          Licensor that: (i) Client, its Service Providers and
such Infringement if and to the extent within Client’s       such other third parties are authorized to disclose the
control.                                                     Client Data to Licensor for use pursuant to this
        (g) Proprietary Notices. Client shall not            Agreement; (ii) such disclosure does not and shall not
remove any copyright, patent, trademark or other             violate applicable law or, if applicable, Client’s
proprietary or restrictive notice or legend contained in     agreements with or privacy notices to individuals with
any of the Licensed Technology, and Client shall             respect to whom the Client Data relates; and (iii)
reproduce all such notices and legends on all copies of      Client shall not request Licensor to use, disclose or



                                                                                                                      3
                                                                                                      CONFIDENTIAL



otherwise process Client Data in any manner that                     (b) Expenses. Client shall reimburse
would not be permissible under applicable law or, if        Licensor for all reasonable, documented out of pocket
applicable, Client’s agreements with or privacy             travel, lodging, meal and other expenses reasonably
notices to individuals with respect to whom the Client      incurred by Licensor in the course of performing the
Data relates, if done by Client.                            Services.
         (j) Non-Licensor Events. Client                             (c) Taxes. Client shall be liable for any taxes
acknowledges and agrees that Licensor shall not be          (including but not limited to federal manufacturers’
responsible or liable for any delay or failure in its       and retailers’ excise, state and local sales and use taxes,
performance of any duties or obligations pursuant to        and personal property taxes), public charges, tariffs,
this Agreement, including, without limitation, under        and export and import duties, however designated, and
any Statement of Work or schedule hereunder, if such        any interest and penalties thereon, arising under this
delays or failures result or arise from any Non-            Agreement, other than taxes based on Licensor’s
Licensor Events. “Non-Licensor Events” shall mean,          income. Any taxes assessable on Client’s copy of the
collectively: any (i) act or omission of Client or its      Licensed Software on or after its delivery to Client
Service Providers, including without limitation, any        shall also be borne by Client. All such taxes from
delays by Client in its performance or cooperation          which Client is not legally tax-exempt shall be
with respect to the obligations set forth in Section 2(h)   included in amounts invoiced to Client. Client shall
or any Statement of Work; (ii) failures of Client’s or      provide Licensor with a copy of Client’s current
third party equipment or software (other than the           certificate of tax exempt status during the term of this
Licensed Software); or (iii) Force Majeure Event (as        Agreement.
defined below).
                                                                     (d) Payments. All Fees under this Agreement
        3. Services.                                        shall be payable by Client pursuant to and in
                                                            accordance with the Billing Schedule set forth in the
During the term of this Agreement, Licensor shall
                                                            Compensation Summary described in any Statement
perform the Services in accordance with this
                                                            of Work or as otherwise agreed by the parties, and
Agreement, including without limitation, the
                                                            shall be due within sixty (60) days of invoice date.
Statement(s) of Work.
                                                            Payments remitted after sixty (60) days shall bear
        4. Fees and Payments.                               interest at one percent (1%) per month or, if less, the
         (a) Fees. Client shall pay to Licensor the Fees    maximum rate allowed by law. Except as provided in
in accordance with the Compensation Summary                 Sections 6(b) and 8(a), all Fees paid hereunder are
included in any Statement of Work or as otherwise           non-refundable. If Client does not pay an invoice by
agreed in writing by the parties. Fees for additional       the later of seventy-five (75) days after its due date or
services or expenses, if any, will be invoiced monthly      fifteen (15) days after notice that Licensor intends to
as incurred. Client hereby represents and warrants to       terminate this Agreement for nonpayment, then this
Licensor that Client may not incur any fees or              Agreement and all of Client’s rights hereunder will
expenses under this Agreement beyond the funds              terminate without further notice.
budgeted for such obligations in any fiscal year in                 5. Confidentiality.
which this Agreement is in effect or has been renewed
                                                                    (a) Confidential Information. Each party
by Client. Client hereby represents and warrants to
                                                            acknowledges and agrees that during the term of this
Licensor that Client may not incur any fees or
                                                            Agreement it may be furnished with or otherwise have
expenses under this Agreement beyond the funds
                                                            access to Confidential Information of the other party.
budgeted for such obligations in any fiscal year in
                                                            The party that has received Confidential Information
which this Agreement is in effect or has been renewed
                                                            (the “Receiving Party”), in fulfilling its obligations
by Client. In the event that sufficient funds are not
                                                            under this Section 5, shall exercise the same degree of
appropriated, budgeted, or made available to Client to
                                                            care and protection with respect to the Confidential
meet its financial obligations under this Agreement,
                                                            Information of the party that has disclosed
Client shall provide written notice to Licensor at least
                                                            Confidential Information to the Receiving Party (the
sixty (60) days prior to any scheduled payment set
                                                            “Disclosing Party”) that it exercises with respect to its
forth in any Statement(s) of Work.
                                                            own Confidential Information, but in no event shall



                                                                                                                     4
                                                                                                     CONFIDENTIAL



the Receiving Party exercise less than a reasonable         under applicable law) shall survive the termination or
standard of care. The Receiving Party shall only use,       expiration of this Agreement for as long as such
access and disclose Confidential Information as             Confidential Information remains a trade secret.
necessary to fulfill its obligations under this
                                                                    6. Term and Termination; Migration.
Agreement, including any Statement of Work, or in
exercise of its rights expressly granted hereunder.                 (a) Term. This Agreement shall commence
Receiving Party shall not directly or indirectly            upon the Effective Date and remain in effect for five
disclose, sell, copy, distribute, republish, create         (5) years, unless terminated sooner in accordance with
derivative works from, demonstrate or allow any third       this Section 6.
party to have access to any of Disclosing Party’s                    (b) Termination. This Agreement may be
Confidential Information; provided, however, that: (i)      terminated by: (i) either party by giving the other
Licensor shall have a right to disclose Client’s            party at least thirty (30) days’ written notice in the
Confidential Information to Client’s Service Providers,     event that sufficient funds are not appropriated,
and Licensor’s employees, affiliates and other agents       budgeted, or made available to Client to meet Client’s
who have a need to know; and (ii) all use of the            financial obligations under this Agreement; (ii) either
Disclosing Party’s Confidential Information shall be        party without cause after the first contract year (a
subject to all the restrictions set forth in this           “Termination for Convenience”), provided that: (1) in
Agreement.                                                  Client’s case, that Client is not in breach of this
         (b) Exclusions. The following information          Agreement and pays to Licensor, prior to any such
shall not be considered Confidential Information            termination, all unpaid implementation and migration
subject to this Section 5: (i) information that is public   fees and all other amounts due and owing Licensor
record within the meaning of the Idaho Public Records       through the effective date of termination; and (2) the
Law, Idaho Code Sections 9-337 through 9-348; (ii)          party desiring Termination for Convenience provides
information that is publicly available or later becomes     the other party with written notice of such party’s
available other than through a breach of this               intention to so terminate at least 120 days prior to the
Agreement; (iii) information that is known to the           last day of such contract year; (iii) Licensor pursuant
Receiving Party or its employees, agents or                 to Section 4(d) or Section 8(a); or (iv) either party if
representatives prior to such disclosure or is              the other party breaches any material term and fails to
independently developed by the Receiving Party or its       cure such breach within thirty (30) days after receipt
employees, agents or representatives subsequent to          of written notice thereof. If Client terminates the
such disclosure; or (iv) information that is                Agreement for Licensor’s breach in accordance with
subsequently lawfully obtained by the Receiving Party       this Section 6(b), Licensor shall refund to Client,
or its employees, agents or representatives from a third    within forty-five (45) days of the effective date of
party without obligations of confidentiality. If the        such termination, any prepaid but unearned Fees paid
Receiving Party is required by law to disclose any          to Licensor in advance by Client.
portion of the Disclosing Party’s Confidential                       (c) Events Upon Expiration, Termination.
Information, including, without limitation, pursuant to     Upon the expiration or termination of this Agreement
the terms of a subpoena, court order or otherwise by        for any reason, Client shall: (i) promptly cease all use
applicable law, Receiving Party shall give prior timely     of the Licensed Technology; (ii) promptly discontinue
notice of such disclosure to Disclosing Party to permit     providing access to and remove all links to the
Disclosing Party to seek a protective or similar order,     Licensed Technology; (iii) within ten (10) business
and, absent the entry of such an order, Receiving Party     days after expiration or earlier termination of this
shall disclose only such Confidential Information as is     Agreement, return to Licensor, or upon Licensor’s
necessary be disclosed in response to such subpoena,        request, destroy, all copies of the Licensed
court order or other similar document.                      Technology in Client’s and the Service Providers’
         (c) Survival. The obligations set forth in this    possession or control; and (iv) within fifteen (15)
Section 5 shall expire two (2) years after termination      business days after expiration or earlier termination of
or expiration of this Agreement; provided, however,         this Agreement, certify in writing to Licensor that it
that the confidentiality obligations for Confidential       has done all of the foregoing. Upon any expiration or
Information constituting trade secrets (as determined       termination of this Agreement, Licensor shall invoice



                                                                                                                     5
                                                                                                      CONFIDENTIAL



Client for all accrued Fees, including, without              of the Licensed Software to conform to the warranty
limitation, the full amount of any implementation fees       provided herein, all time spent by Licensor resulting in
specified in the Statement of Work, and all                  such determination, including time spent attempting to
reimbursable expenses, and Client shall pay the              correct the problem, shall be charged against Client’s
invoiced amounts, including from previously issued           client service hours, or, if client service hours have
invoices, within ten (10) business days of Client’s          been exhausted, charged to Client at Licensor’s then
receipt of such invoice or, if applicable, of the            current hourly rate for such services.
expiration or earlier termination of this Agreement.
                                                                      (b) Services. Licensor represents and
        (d) Migration. During the term of this               warrants that the Services shall be performed in a
Agreement, Licensor may design and put into                  professional and commercially reasonable manner
production a new version of the Software, including          consistent with the standard of care exercised by
which operates on another platform, with respect to          Licensor in performing similar services for other
each type of Software listed in the relevant                 clients. Client’s sole remedy for breach of this
Statement(s) of Work, (“New Software”) that is               warranty shall be re-performance of the
intended to replace the then-current version of the          nonconforming Services, provided that Licensor must
Software. Client acknowledges and agrees that during         have received written notice of the nonconformity
the term of this Agreement Client shall negotiate in         from Client no later than thirty (30) days after the
good faith with Licensor with respect to any proposal        original performance of the Services by Licensor.
made by Licensor relating to migration of Client to the
                                                                      (c) Software Virus. Licensor warrants that,
New Software.
                                                             to the best of Licensor’s knowledge, prior to its
         (e) Survival. Except as otherwise set forth         delivery to Client, the Licensed Software does not
herein, in the event of termination of this Agreement        contain any programming devices (e.g., viruses, key
for any reason, the provisions of Sections 2(e) and (i),     locks, back doors, trap doors, etc.) which would: (i)
5, 6(c), 7(e) and (f), 8, 9, 10, 11, 13 and 14, as well as   disrupt the use of the Licensed Software or any system,
all payment obligations, shall survive.                      equipment or software to which Client’s networks are
                                                             interfaced or connected; or (ii) destroy or damage data
        7. Limited Warranties and Disclaimer.
                                                             or make data inaccessible or delayed, except for file
         (a) Software Warranty. Licensor warrants            and purge routines necessary to the routine
that the Licensed Software will perform in all material      maintenance of the Licensed Software (collectively,
respects in accordance with the Documentation when           “Disabling Code”). Licensor will use reasonable
used in accordance with the terms of this Agreement          practices and security procedures necessary to avoid
on the hardware and with the third-party software            insertion of Disabling Code prior to the delivery of the
specified by Licensor from time to time. Client’s sole       Licensed Software to Client and, as Client’s sole
remedy for any breach by Licensor of the warranty            remedy, shall remove any such Disabling Code so
provided in this Section 7(a) shall be replacement of        inserted, at Licensor’s cost and expense.
the nonconforming Licensed Software, at Licensor’s
                                                                      (d) Authority. Each party represents and
sole expense, as described herein. If Client discovers
                                                             warrants that it has full power and authority to enter
that any Licensed Software fails to conform to the
                                                             into this Agreement and grant the rights granted herein.
warranty provided in this Section 7(a), Client shall
give Licensor written notice of such nonconformity                 (e) Disclaimer. EXCEPT AS OTHERWISE
within thirty (30) days after delivery of the Licensed       EXPRESSLY STATED IN THIS AGREEMENT,
Software or component thereof to Client and promptly         LICENSOR MAKES NO WARRANTY OR
after such discovery (and, in no event later than five (5)   REPRESENTATION WHATSOEVER, EITHER
business days after expiration of the Warranty Period        EXPRESS OR IMPLIED, WITH RESPECT TO THE
(as defined below)). Licensor shall deliver to Client        LICENSED TECHNOLOGY OR SERVICES,
replacement Licensed Software, a work-around and/or          INCLUDING QUALITY, PERFORMANCE,
an error/bug fix as may be necessary to correct the          MERCHANTABILITY, FITNESS FOR A
nonconformity. In the event that Client gives Licensor       PARTICULAR PURPOSE OR NON-
notice of an apparent nonconformity that Licensor            INFRINGEMENT. NO LICENSOR AGENT OR
reasonably determines is not due to any fault or failure     EMPLOYEE IS AUTHORIZED TO MAKE ANY



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                                                                                                      CONFIDENTIAL



EXPANSION, MODIFICATION OR ADDITION TO                               (g) Warranty Period. The representations
THIS LIMITATION AND EXCLUSION OF                            and warranties contained in this Section 7 shall be in
WARRANTIES IN THIS AGREEMENT. Licensor                      force, as to each version or release of the Software, for
shall not be responsible for: (i) any non-conformities      a period of one (1) year after it is first delivered or
of the Licensed Software with Documentation,                otherwise made available to Client by Licensor (the
omissions, delays, inaccuracies or any other failure        “Warranty Period”).
caused by Client’s or any Service Providers’ computer
                                                                    8. Indemnification by Licensor.
systems, hardware or software (other than the
Licensed Software), including by interfaces with such                 (a) Indemnification. Licensor agrees to
third party software, or any inaccuracies that such         indemnify, defend, settle, or pay any claim or action
systems may cause within the Licensed Software; (ii)        against Client and its officers, directors, members,
any inaccuracies in or failures of the Licensed             managers and employees for infringement of any U.S.
Software to conform to the Documentation arising out        patent or copyright arising from Client’s use in
of the use of a version or release of the Licensed          accordance with this Agreement of the Licensed
Software other than the most recent version or release      Software. If the Licensed Software or any part of the
provided to Client by Licensor; (iii) any data that         Licensed Software is held to infringe and the use
Licensor receives from Client or third party sources,       thereof is enjoined or restrained or, if as a result of a
including its PPOs, and including the data’s accuracy       settlement or compromise, such use is materially
or completeness, or Client’s claim handling decisions;      adversely restricted, Licensor shall, at its own expense
or (iv) the Licensed Software to the extent it is           and as Client’s sole remedy therefor, either: (i)
modified by anyone other than Licensor. To the              procure for Client the right to continue to use the
extent the Licensed Software utilizes Internet systems      Licensed Software; or (ii) modify the Licensed
to transmit data or communications, Licensor                Software to make it non-infringing, provided that such
disclaims any liability for interception of any such        modification does not materially adversely affect
data or communications, including of encrypted data.        Client’s authorized use of the Licensed Software; or
Client agrees that Licensor shall have no responsibility    (iii) replace the Licensed Software with a functionally
or liability for any damages arising in connection with     equivalent non-infringing program at no additional
access to or use of the Licensed Technology by Client       charge to Client; or (iv) if none of the foregoing
or its Service Providers other than as authorized by        alternatives is reasonably available to Licensor,
this Agreement. Licensor is also not responsible for        terminate this Agreement and refund to Client any
the reliability or continued availability of the            prepaid but unearned Fees paid to Licensor in advance
telephone lines and equipment used to access the            by Client prior to the effective date of the termination.
Licensed Software.                                                    (b) Exclusions. Licensor’s indemnification
         (f) Third-Party Websites. The content of           obligations under Section 8(a) shall not apply where
third party Websites, systems, products or                  the claim is based in whole or in part on: (i)
advertisements that may be linked to the Licensed           modifications to the Licensed Software or any
Software are not maintained or controlled by Licensor.      component thereof made by anyone other than
Licensor is not responsible for the availability, content   Licensor; (ii) use of any Licensed Software in
or accuracy of third party Websites, systems or goods       combination with a product not supplied by Licensor;
that may be linked to, or advertised on, the Licensed       (iii) use of any Licensed Software other than in
Software. Licensor does not: (i) make any warranty,         accordance with this Agreement or the Documentation;
express or implied, with respect to the use of the links    or (iv) use of a version of the Licensed Software other
provided on, or to, the Licensed Software; (ii)             than the most recent version or release provided to
guarantee the accuracy, completeness, usefulness or         Client by Licensor.
adequacy of any other Websites, systems, products or                 (c) Conduct. Licensor shall have the sole
advertisements that may be linked to or referenced in       right to conduct the defense of any such infringement
the Licensed Software; or (iii) make any endorsement,       claim or action and all negotiations for its settlement
express or implied, of any other Web sites, systems,        or compromise, and to settle or compromise any such
products or advertisements that may be linked to or         claim. Client agrees to cooperate with Licensor in
referenced in the Licensed Software.                        doing so. Client agrees to give Licensor prompt



                                                                                                                      7
                                                                                                     CONFIDENTIAL



written notice, in no case longer than within seven (7)            (a) Database Information. Licensor may
days of receipt or discovery, of any threat, warning, or   publicize the fact that Client has procured a license for
notice of any such claim or action, with copies of any     the Licensed Technology. Licensor may so use
and all documents Client or its Service Providers may      Client’s name but not its logotype and will not state or
receive relating thereto.                                  imply that Client endorses or recommends the
                                                           Licensed Technology. From time to time Licensor
        9. Indemnification by Client.
                                                           may compile and sell databases of risk management
To the extent permitted by law, Client agrees to           information. Subject to Licensor’s confidentiality
indemnify, defend and hold harmless Licensor, its          obligations set forth in Section 5 herein and with
affiliates, and all their officers, directors, members,    written approval from Client, Client agrees that
managers, shareholders, employees and other agents         Licensor may use de-identified and/or aggregated
for and against any damage, cost, liability, expense,      Client Data for these purposes.
claim, suit, action or other proceeding, to the extent
                                                                    (b) Press Releases. Except as otherwise
based on or arising in connection with any breach of
                                                           expressly provided in Section 11(a), neither party shall
this Agreement by Client.
                                                           issue a general press release naming the other party
        10. Limitation of Liability.                       regarding the existence of this Agreement, without the
      (a) Disclaimer. IN NO EVENT WILL                     prior written consent of the other party.
LICENSOR BE LIABLE UNDER OR IN                                     12. Foreign Use.
CONNECTION WITH THIS AGREEMENT FOR
                                                           If Client chooses to access the Licensed Software
INDIRECT, SPECIAL, PUNITIVE, INCIDENTAL
                                                           from outside the United States, it is responsible for
OR CONSEQUENTIAL DAMAGES IN ANY
                                                           compliance with foreign and local laws. The Licensed
ACTION ARISING FROM OR RELATED TO THIS
                                                           Technology is not available through Licensor or its
AGREEMENT, WHETHER BASED IN
                                                           affiliates to any Restricted Entity. Client represents
CONTRACT, TORT, INTENDED CONDUCT OR
                                                           and warrants that it is not a Restricted Entity and is not
OTHERWISE, INCLUDING WITHOUT
                                                           using the Licensed Technology on behalf of or for the
LIMITATION, DAMAGES RELATING TO THE
                                                           benefit of a Restricted Entity.
LOSS OF PROFITS, INCOME, GOODWILL OR
REVENUE, COSTS INCURRED AS A RESULT OF                             13. Records.
DECISIONS MADE IN RELIANCE ON THE
                                                           Client shall use reasonable efforts to maintain
LICENSED TECHNOLOGY, LOSS OF USE OF
                                                           complete and accurate records regarding its use of the
THE LICENSED TECHNOLOGY OR ANY OTHER
                                                           Licensed Technology, including, without limitation,
SOFTWARE OR OTHER PROPERTY, LOSS OF
                                                           the name and username/user identification and
DATA, THE COSTS OF RECOVERING OR
                                                           password of each Seat, (collectively, the
RECONSTRUCTING SUCH DATA OR THE COST
                                                           "Records"). Client shall maintain such Records during
OF SUBSTITUTE SOFTWARE, SERVICES OR
                                                           the term of this Agreement and for two (2) years
DATA, OR FOR CLAIMS BY THIRD PARTIES,
                                                           thereafter. At Licensor’s expense, Licensor (or at
EVEN IF ADVISED OF THE POSSIBILITY OF
                                                           Licensor’s election, its representatives) shall have the
SUCH DAMAGES.
                                                           right to examine, inspect and audit Client’s offices,
         (b) Limitation of Liability. UNDER NO             information systems and Records, and make extracts
CIRCUMSTANCES SHALL LICENSOR’S                             of information and copy any part of the Records at any
AGGREGATE MAXIMUM LIABILITY UNDER                          reasonable time during normal business hours upon
OR IN CONNECTION WITH THIS AGREEMENT                       ten (10) business days’ notice to Client in order to
EXCEED FIVE HUNDRED THOUSAND                               monitor Client’s compliance with this Agreement. If
DOLLARS ($500,000.00).(c) Non-applicability. To            any such audit reveals that Client has more (i) Seats
the extent applicable law does not allow the exclusion     accessing or using the Licensed Technology, or (ii)
or limitation of liability to the extent provided for      transactions than Client has paid for during the period
herein, the above limitation may not apply to Client       to which the audit relates (as determined prior to the
solely to the extent of such exclusions.                   commencement of the audit), then Client shall
                                                           promptly pay for such additional Seats or transactions,
        11. Publicity.
                                                           as applicable (beginning from the date of first access


                                                                                                                   8
                                                                                                     CONFIDENTIAL



by each additional user or first additional transaction)   or to such other address as may be specified by either
at the rates set forth in the applicable Statement(s) of   party hereto upon notice given to the other.
Work, and the reasonable cost of such audit shall be
                                                                     (b) The failure of either party to enforce any
borne by Client. In addition, if any such audit reveals
                                                           of its respective rights under this Agreement at any
that Client has more five percent (5%) or more Seats
                                                           time for any period shall not be deemed or construed a
accessing or using the Licensed Technology or
                                                           waiver by such party of such rights.
transactions than for which Client has paid, Licensor
shall have the right to charge Client interest at ten               (c) Notwithstanding any provision hereof, for
percent (10%) per annum, or the highest amount             all purposes of this Agreement each party shall be and
permitted by applicable law, whichever is lower on all     act as an independent contractor and not as partner,
amounts payable by Client for such additional Seats or     joint venturer or agent of the other party and shall not
transactions, as applicable.                               bind nor attempt to bind the other party to any contract
                                                           or other undertaking.
                                                                   (d) No changes or modifications to or waivers
        14. General.
                                                           of any provision of this Agreement shall be effective
          (a) Any notice required or permitted to be       unless evidenced in a written amendment that is
delivered pursuant to this Agreement shall be in           signed by authorized representatives of both parties.
writing and shall be deemed delivered: (i) upon
                                                                   (e) In the event that any provision of this
delivery if delivered in person; (ii) three (3) business
                                                           Agreement shall be determined to be illegal or
days after deposit in the United States mail, registered
                                                           unenforceable, such provision shall be limited or
or certified mail, return receipt requested, postage
                                                           eliminated to the minimum extent necessary so that
prepaid; (iii) upon transmission if sent via facsimile,
                                                           this Agreement shall otherwise remain in full force
with a confirmation copy sent via overnight mail; or
                                                           and effect and enforceable.
(iv) one (1) business day after deposit with a national
overnight courier, in each case addressed to the                   (f) This Agreement shall be governed by and
following addresses:                                       construed in accordance with the laws of the State of
                                                           Idaho without regard to the conflicts of laws
        If to Licensor:
                                                           provisions thereof.
        CS STARS LLC
        Attn: Executive Vice President                             (g) Headings herein are for convenience of
        Professional Service                               reference only and shall in no way affect interpretation
        500 West Monroe Street                             of the Agreement.
        Chicago, IL 60661                                           (h) Licensor shall have no liability for any
        Facsimile: (312)627-6590                           failure or delay in performance of its obligations under
                                                           this Agreement because of circumstances beyond its
        With a copy to:                                    reasonable control, including without limitation, acts
        CS STARS LLC                                       of God, fires, floods, earthquakes, wars, civil
        Attn: Corporate Counsel                            disturbances, terrorism, sabotage, accidents, unusually
        500 West Monroe Street                             severe weather, labor disputes, governmental actions,
        Chicago, IL 60661                                  power failures, viruses that are not preventable
        Facsimile: (312)627-6590                           through generally available retail products, inability to
                                                           obtain labor, material or equipment, catastrophic
        If to Client:                                      hardware failures, usage spikes, attacks on Licensor’s
        Finance & Administration                           server, or any inability to transmit or receive
        Risk Management & Safety Services                  information over the Internet, (each, a “Force Majeure
        Department                                         Event”) nor shall any such failure or delay give Client
        Attn: Corey Pence                                  the right to terminate this Agreement.
        150 N. Capitol Blvd.
        Boise, ID 83701                                            (i) Client acknowledges that its breach of this
                                                           Agreement may cause irreparable injury to Licensor
                                                           that may not be adequately compensable in money
                                                           damages, and for which Licensor shall have no


                                                                                                                     9
                                                                                                       CONFIDENTIAL



adequate remedy at law. In the event of breach of             employer's liability insurance in an amount not less
Sections 2 or 5 of this Agreement, Licensor shall be          than $500,000 for each occurrence, for all of his
entitled to seek equitable relief to protect its interests,   employees to be engaged in work on the project under
including but not limited to preliminary and                  the contract, and, in case any such work is sublet,
permanent injunctive relief.                                  Licensor will require the subcontractor similarly to
                                                              provide workers' compensation and employer's
         (j) This Agreement takes precedence over any
                                                              liability insurance for all of the latter's employees to
conflicting statement or provision in any Statement of
                                                              be engaged in such work.
Work and any other document furnished by Licensor.
This Agreement, including all Exhibits hereto, is the
                                                                     The minimum limits of insurance described
complete statement of the agreement of the parties
                                                              above will not be deemed a limitation of the Client's
with respect to the subject matter of this Agreement
                                                              covenant to indemnify.
and supersedes all prior oral and written agreements
with respect to the subject matter hereof, including,
                                                                       (n) Source Code Escrow. Subject to
without limitation, any prior, concurrent or subsequent
                                                              Client’s execution of the Preferred Beneficiary
purchase orders or like documentation issued by
                                                              Acceptance Form attached hereto as Exhibit C and
Client.
                                                              payment annually to Licensor of the fees specified in
         (k) This Agreement may be executed in                an applicable Statement of Work, Licensor shall take
counterparts, each of which will be deemed an original        all actions necessary for Client to become a
but all of which together shall constitute one and the        beneficiary of the Source Code Escrow Agreement, as
same Agreement.                                               amended or renewed from time to time (the “Escrow
                                                              Agreement”) between Licensor and Iron Mountain
        (l) In performing the Services required herein,       Intellectual Property Management, Inc. (the “Escrow
Vendor shall not discriminate against any person on           Agent”) solely with respect to the Software for which
the basis of race, color, religion, sex, national origin or   the fees are paid by Client. In accordance with the
ancestry, age or disability.                                  terms of the Escrow Agreement, Licensor shall
                                                              deposit a copy of the source code of the Software (the
         (m) Insurance. Licensor will provide the             “Deposit Materials”) with the Escrow Agent. Upon
insurance coverage designated hereinafter and pay all         release of the Deposit Materials by Escrow Agent to
costs associated with the insurance coverage. Any             Client, Client shall (i) maintain the confidentiality
policy or certificate of insurance for the insurance          obligations set forth in the Agreement herein with
coverage designated hereinafter will name the City as         respect to the Deposit Materials; and (ii) have a right
a named insured (Attn: Purchasing), where appropriate,        and license to display, use and access the then-current
and such insurance policy or certificate of insurance         version of the Deposit Materials solely in connection
will be kept and maintained in full force and effect at       with use of the Licensed Technology in accordance
all times during the term or life of this contract. The       with this Agreement, including without limitation,
insurance policy or certificate of insurance must be          Section 4. In the event Client does not pay the annual
filed with Purchasing prior to commencing work                escrow fee to Licensor in accordance with this
under this contract and no insurer will cancel the            Agreement, Client understands that all benefits under
policy or policies or certificate of insurance without        the Escrow Agreement shall be null and void and
first endeavoring to give thirty (30) days written            Client shall have no further beneficiary rights.
notice thereof to Licensor and Client, but the Client
may, at any time, substitute a policy or policies or               16. Authority. THE PERSON(S) SIGNING
certificate of insurance of a qualified insurance             AND EXECUTING THIS AGREEMENT ON
company or companies of equal coverage. Licensor              BEHALF OF CLIENT HEREBY REPRESENTS
will not commence providing services under this               AND WARRANTS THAT HE OR SHE HAS THE
Agreement until Licensor has obtained all the                 AUTHORITY TO EXECUTE THIS AGREEMENT
insurance required hereunder.                                 ON BEHALF OF CLIENT AND TO VALIDLY
                                                              AND LEGALLY BIND CLIENT TO ALL THE
      Licensor will maintain during the term of this          TERMS, PERFORMANCES AND PROVISIONS
Agreement the statutory workers' compensation and             HEREIN.



                                                                                                                      10
                                                                                            CONFIDENTIAL




IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the Effective Date.

CS STARS LLC                                              City of Boise

By: see attached signature page                           By: see attached signature page
(Authorized Representative)                               (Authorized Representative)

Name: __________________                                  Name: __________________________

Title:   ____________________________                     Title:   ____________________________
                     CONFIDENTIAL




     EXHIBIT A

STATEMENTS OF WORK




                            Page i
                CS STARS Statement of Work
                #1 for City of Boise




                                    Jonathan Nichols, Sales Leader

                                            CS STARS LLC

                                      1225 17th Street, Suite 2200

                                           Denver, CO 80202

                                         Phone: 303-308-4542

                                           Fax: 303-308-4900

                                      Email: jnichols@csstars.com




                                            February 25, 2009

                                                Version 1

This document contains proprietary and confidential business information and is intended solely for
employees of City of Boise. No portion may be reproduced or shared with consultants or other third parties
without advance written permission from CS STARS LLC.



                                                  Page 1 of 31
Table of Contents
1. Project Scope and Deliverables ..................................................................................................4

     A. Required Meetings..............................................................................4

     B. Standard System Configuration.......................................................5

     C. Data Conversion..................................................................................6

     D. Advanced Feature Setup and Universal Solutions .......................7

     E. Custom Programming...........................................................................9

     F. Custom Report Development ...........................................................9

     G. Technical Implementation Services.................................................9

     H. Initial Training ................................................................................... 10

     I.    Project Management........................................................................ 10

2. Maintenance Services and Support ...........................................................................................11

     A. Software Product Licenses and Maintenance ............................ 11

     B. Advanced Features and Universal Solutions.............................. 11

     C. Custom Software Maintenance...................................................... 12

     D. Technical Services........................................................................... 12

     E. Scheduled Data Processing Services .......................................... 12

     F. Ongoing Training ............................................................................. 13

     G. Ongoing Services and Travel......................................................... 14

3. Pricing and Invoice Schedule ....................................................................................................15

4. Statement of Work Approval......................................................................................................15

Data Conversion and Scheduled Data Processing Services Appendix .....................................16

Custom Solutions Appendix ............................................................................................................21

No custom solutions have been included in this Statement of Work.Universal Solutions
Appendix.............................................................................................................................................21

Universal Solutions Appendix .........................................................................................................22

Custom Reports Appendix...............................................................................................................23


                                                                                  Page 2 of 31
Custom Letters Appendix.................................................................................................................24

Project Management Appendix........................................................................................................25

Interview Entry Appendix .................................................................................................................28

Litigation Management Screen Modifications. ................................... Error! Bookmark not defined.

Local Installation Appendix..............................................................................................................29

Work Order Appendix .......................................................................................................................30

Financial Appendix............................................................................................................................31




                                                                          Page 3 of 31
Statement of Work #1 for STARSTM Software
This Statement of Work # 1 (“Statement of Work”) describes services to be performed by CS STARS LLC (“CS
STARS”) for City of Boise (“City of Boise”). This Statement of Work is subject to all the terms and conditions of
the Software License and Services entered into by the parties on 12/31/08 (the “Agreement”).

This Statement of Work is effective on 12/31/08 (the "SOW # 1 Effective Date") and will remain in effect through
12/31/2013 unless terminated sooner in accordance with the Agreement.

Any capitalized terms not defined in this Statement of Work shall have the same definitions as set forth in the
Agreement.

          1.   Project Scope and Deliverables: Identifiable deliverables included in this Statement of
               Work
          2.   Maintenance Services and Support: Ongoing software maintenance and related support
          3.   Price and Payment Schedule: Cost breakout for project products and ongoing services
          4.   Statement of Work Approval
          5.   Appendices and Additional Approvals: Additional details that apply to information
               contained in this Statement of Work

1. Project Scope and Deliverables
    The following describes all initial Services to be performed by CS STARS under this Statement of Work.
    Any services or deliverables not specified in What’s Included in this Deliverable column are expressly
    excluded from this Statement of Work.

    A. Required Meetings

 Deliverable                Description                           What’s Included in this Deliverable

 Kickoff Meeting            Initial meeting to kickoff project         Project team will travel to City of Boise site.
                                                                       One trip for 1 team members for up to $800
                                                                       per person per trip in travel costs is
                                                                       included.
                                                                       Project binder.
 Working Meetings           Meetings to gather information             One onsite project meeting for 1 day each
                            and review progress                        for one project team members. Travel costs
                            throughout the project.                    for up to $800 per person per trip are
                                                                       included and additional travel will be billed
                                                                       as incurred.
 On-site Assistance         N/A.                                       If necessary, actual travel costs will be
 with User                                                             billed as incurred.
 Acceptance
 Testing




                                                             Page 4 of 31
  B. Standard System Configuration

  The following deliverables will be configured using standard configuration tools in the STARS software.


Deliverable              Description                           What’s Included in this Deliverable

Code and Field           Configuration of field labels              Major Coverages Used by City of Boise
Setup                    and code lists in STARS.                   GL
                                                                    AL
                         City of Boise is responsible for           Property
                         providing CS STARS all non-                WC
                         standard codes.


                                                                    City of Boise will use a combination of
                                                                    standard and non-standard claim codes
                                                                    and fields.
                                                                    Standard code and field setup for
                                                                    Rolodex/Contacts, Location, C.O.P.E.
                                                                    (Construction, Occupancy, Protection and
                                                                    Exposure) and Policy data.
                                                                    Non standard code and field setup for
                                                                    recommendation management.
Screen Design            Creation of layout and design              Claim/Incident Screens – One specially
                         to be viewed by STARS users                configured screen design per major
                         in various areas of the                    coverage with the exception of litigation
                         Software.                                  management which will have two.
                                                                    Occurrence Screens – One specially
                         Interview Entry configuration is           configured occurrence screen design per
                         not included as part of the                major coverage.
                         Screen Design deliverable and              Rolodex/Contacts - Two specially
                         can be found in the Advanced               configured rolodex/contacts screen.
                         Feature Setup and Universal                Location – One standard specially
                         Solutions section if included.             configured location screen
                                                                    Transaction – One standard transaction
                                                                    screen.
                                                                    Policy – One standard policy screen.
                                                                    Policy Program – One standard program
                                                                    screen.


Location Hierarchy       Configuration of location                  Initial load of hierarchy from data provided
                         hierarchy in STARS.                        in Microsoft® Excel® or other agreed upon
                                                                    format.
                         Load of C.O.P.E.                           Data must contain unique location identifier
                         (construction, occupancy,                  for each location, and methodology to
                         protection and exposure) and               determine a single hierarchical relationship
                         values information is included             for each location.
                         in this deliverable.




                                                          Page 5 of 31
Deliverable               Description                         What’s Included in this Deliverable

Security                  Includes assistance with City            STARS will provide up to six hours of
Configuration             of Boise setup of user IDs and           remote training and assistance to City of
                          access rights for users in               Boise System Administrator to configure
                          STARS.                                   user rights and security groups.



  C. Data Conversion
  City of Boise is responsible for ensuring that all data providers, including without limitation, TPAs, carriers,
  and brokers, provide City of Boise Data to CS STARS in a timely manner. As between CS STARS and City
  of Boise, City of Boise is responsible for the quality, accuracy and reliability of all City of Boise Data
  provided by its data providers. Delays in receipt of City of Boise Data will result in delays of the Services to
  be provided by CS STARS under this Statement of Work and could result in additional fees. Please note
  that fees charged by data providers for the transmittal of City of Boise Data to CS STARS are not included
  and that not all data providers are able to provide all data components for data conversions. City of Boise
  shall notify CS STARS regarding any “as of” reporting functionality related to each of its data conversions as
  some data types will not include a record of historical changes. Three [3] data loads are included as a part
  of the Data Conversion deliverable for each data source (two data loads into a test environment, and final
  load into Production). Unless specifically stated otherwise, the Data Conversion deliverable relates
  only to loading data into the Licensed Software, but not any extracts of such data.


                                                                                   Additional Data Loads
Data Source                                Data Conversion Components              and Details

Inter-Mountain Claims                            Cumulative Claims
                                                 Historical Transactions
                                                 Historical Checks
                                                 Historical Notes/Comments
                                                 Historical Diaries/Tasks
                                                 Historical Contacts/Vendors
                                                 Historical OSHA Data
                                                 Historical Policy Data
                                                 Historical FROI/SROI Data
                                                 Historical Location Data
                                                 Historical Values Data
                                                 Other Historical Data:
                                           [List Specific Data Components]
Incident Spreadsheet                       Default Conversion
                                                Cumulative Claims
                                                Historical Transactions

  For additional details regarding Data Conversion deliverables, please see the Data Conversion and
  Scheduled Data Processing Services Appendix.




                                                         Page 6 of 31
  D. Advanced Feature Setup and Universal Solutions

  This section describes implementation services related to the configuration of the following Software
  features. These are features that are included in the Software but require additional configuration time.


Deliverable              Description                         What’s Included in this Deliverable

Check                    Configuration of check printing          No check printing setup is included in this
Writing/Printing         module and check template(s)             Statement of Work.
                         which will allow City of Boise to
                         print checks from the
                         STARS™ software. City of
                         Boise will be required to get
                         the check template approved
                         by its banking institution prior
                         to use of such template in
                         STARS™.
Check Vouchers           Configuration of check printing          Not included in this Statement of Work
                         module which will allow City of
                         Boise to print check vouchers
                         from the STARS™ software.
                         City of Boise will not print
                         checks directly from STARS™
                         but will manually provide
                         printed voucher to its accounts
                         payable department.
Events and               CS STARS will configure                  Up to 30 Events or Validations are
Validations              business rules using standard            included.
                         event and validation tool in
                         STARS™ based on
                         specifications provided by City
                         of Boise within the parameters
                         of standard STARS™
                         functionality. Examples
                         include auto-fixes, auto-
                         dairies, auto-emails or
                         additional system validations.
Custom Letter            Configuration of data merged             No Custom Letters Included
Setup                    claim letters based on Word
                         documents and requirements
                         provided by Client
Interview Entry          CS STARS will configure                  One form and 4 paths are included. Up to
Configuration            Interview Entry in STARS™                160 total questions are included.
                         Web or STARS™ Enterprise                 No review roles are included.
                         after consultation with City of          Additional terms and conditions applicable
                         Boise and based on                       to the Agreement and Sample intake forms
                         specifications mutually agreed           are provided in Interview Entry Appendix.
                         to by the parties.




                                                        Page 7 of 31
Deliverable           Description                        What’s Included in this Deliverable

Anonymous Login       CS STARS will configure                 Setup of one enterprise-wide anonymous
used with Interview   anonymous login for use with            login is included.
Entry                 interview entry based on
                      specifications provided by City
                      of Boise. City of Boise is
                      responsible for validating that
                      anonymous login security
                      does not permit access to City
                      of Boise Data.
                      Additional terms and
                      conditions, as set forth in the
                      Maintenance Services and
                      Support Section, apply to this
                      deliverable.
Code                  CS STARS will configure                 Configuration of up to 5 code
Dependencies          business rules related to               dependencies are included
                      coded field selections in the
                      system after consultation with
                      City of Boise and based on
                      specifications mutually agreed
                      to by the parties.
Exposure Setup        Configuration of placeholders           Configuration for up to three exposure
                      to maintain exposure/values             types is included.
                      data on locations in STARS™.
C.O.P.E. Data         Configuration of system to              City of Boise will use standard codes in
Tracking              maintain Construction,                  STARS™.
                      Occupancy, Protection and
                      Exposure data in the Location.
Universal Solution    HR Import & Lookup                      Functional specification is provided in the
#1                                                            Universal Solution appendix
                                                              Installation of universal solution
                                                              Setup of universal solution
                                                              Documentation




                                                    Page 8 of 31
  E. Custom Programming

          No custom solutions are included in this proposal

  F. Custom Report Development
          Legal File Label Export

  G. Technical Implementation Services

Deliverable              Description                   What’s Included in this Deliverable

Local Installation       STARS™ Software                    Hardware requirements conference call with CS
                         installation for a SQL             STARS Technical Services.
                         Server backend.                    Documentation of STARS™ Software
                                                            installation.
                                                            On-site STARS™ Software installation on City
                                                            of Boise environment.
                                                            Installation of report server is included
                                                            Two days of installation for one technical team
                                                            member for up to $800 per person are included.
                                                            Please see the Local Installation Appendix for
                                                            additional details about this deliverable.

  NOTE: Maintenance, tuning, administration or enhancement of City of Boise system environment is not
  included in this Statement of Work.
  City of Boise is responsible for complying with the minimum technical requirements as provided in the
  Hardware and Software Documentation.




                                                       Page 9 of 31
  H. Initial Training

Deliverable                Description                              What’s Included in this Deliverable

Instructor Led             Live instructor led training for              Three days (8 hours maximum per
Training                   large groups of City of Boise                 day) of onsite instructor led training for
                           users.                                        up to 15 colleagues at City of Boise’s
                                                                         location.
                                                                         Configuration of standard training
                                                                         materials
                                                                         Travel for 1 project team member for
                                                                         up to $800 per person is included.
                                                                         Additional travel will be billed as
                                                                         incurred after City of Boise approval of
                                                                         expected travel costs

Web Training               Web-based instructor led training             4 of sessions (2 hours maximum per
                           for small groups of City of Boise             session) of instructor led web training
                           users.                                        for up to 15 colleagues.
                                                                         Configuration of standard training
                                                                         materials


  I.   Project Management

Deliverable                Description                              What’s Included in this Deliverable

Project Management         The Project Management                        Project schedule indicating estimated
                           Institute’s (PMI) best practices              project completion, critical paths and
                           for managing projects via the CS              slack
                           STARSPro™ methodology.                        Project status reports and calls, to
                                                                         discuss activities completed, activities
                                                                         scheduled and issues
                                                                         Implementation support from the CS
                                                                         STARS Project Management Office
                                                                         (PMO)

City of Boise User         City of Boise User Acceptance                 CS STARS will provide City of Boise
Acceptance Testing         Testing is required for approval              with project deliverable for User
                           of all deliverables outlined in the           Acceptance Testing and will provide
                           Project Scope and Deliverables                City of Boise guidance on the testing
                           section. If City of Boise does not            process.
                           provide CS STARS with
                           feedback, the deliverable will be
                           deemed accepted thirty (30)
                           days after delivery.
          Additional details regarding project approach and responsibilities can be found in the Project
          Management Appendix.




                                                         Page 10 of 31
2. Maintenance Services and Support
The following describes the services included for the ongoing maintenance of this account.

CS STARS will license the following software to City of Boise in accordance the terms and conditions of the
Agreement:

    A. Software Product Licenses and Maintenance

 Core Software Deliverables           Description

 STARS™ Enterprise Claims                 25 named User licenses
 and Risk                                 12 lite User licenses
                                          Version 4.0 of STARS™ Enterprise Edition
 Anonymous Incident Entry -               Anonymous access to Licensed Software is to be used by City of
 Additional Terms and                     Boise’s staff solely to enter occasional workplace or healthcare
 Conditions                               incidents (each, an “Anonymous Seat”), but not any other purpose.
                                          Access to Licensed Software must be via City of Boise’s password
                                          protected intranet.
                                          The Licensed Software may be accessed by a user of the
                                          Anonymous Seat only though a single sign-on (SSO).
                                          City of Boise shall ensure that the username and password for the
                                          Anonymous Seat is provided only to those authorized employees
                                          No more than 10 concurrent users may access or use the Licensed
                                          Software under a single ID/password at the same time.
                                          Anonymous entry does not permit identification of individual users,
                                          including their IP addresses
                                          City of Boise shall be solely responsible for its decision to permit
                                          anonymous access without requirement for individual usernames
                                          and passwords and acknowledges and agrees that foregoing
                                          individual unique usernames and passwords for each user will
                                          eliminate the security features inherent in the use of such unique
                                          usernames and passwords
                                          City of Boise shall be solely responsible for ensuring that the
                                          appropriate access restrictions in the Licensed Software are
                                          established for the users of the Anonymous Seat, including by
                                          setting access controls that limit the City of Boise Data accessible
                                          and viewable by such users
                                          CS STARS shall not be responsible or liable for any errors in the
                                          Licensed Software arising from concurrent users in excess of the
                                          number specified in this Statement of Work above.
 Upgrades                                 Any Upgrades to the STARS™ Software for the Edition licensed
                                          under the Agreement that are generally released during the term of
                                          this Statement of Work. Any City of Boise Support Hours used to
                                          install Upgrades will be applied against City of Boise’s ongoing City
                                          of Boise Support Hours.



    B. Advanced Features and Universal Solutions

    This section provides details about advanced system features included in this Statement of Work.

                                                         Page 11 of 31
Deliverable                              Description

Maintenance of Advanced                  Maintenance services related to Advanced Features and
Features and Universal Solutions         Universal Solutions included in attached Project Scope and
                                         Deliverables section will be applied against the City of Boise
                                         Support Hours. If set City of Boise Support Hours are depleted,
                                         additional City of Boise Support Hours will be charged as
                                         incurred.


Advanced Features Used:                  Maintenance services related to Advanced Features will be
                                         applied against the City of Boise Support Hours. If set City of
                                         Boise Support Hours are depleted, additional City of Boise
                                         Support Hours will be charged as incurred.
Universal Solutions Used:                Maintenance services related to Universal Solutions will be
HR Import & Lookup                       applied against the City of Boise Support Hours. If set City of
                                         Boise Support Hours are depleted, additional City of Boise
                                         Support Hours will be charged as incurred.



  C. Custom Software Maintenance

          No Custom Solutions are included in this proposal

  D. Technical Services

Deliverable                  Description               What’s Included in this Deliverable

Local Installation           City of Boise hosted           City of Boise will maintain installed software.
                             software on a SQL              City of Boise requested assistance with their
                             Server backend.                environment will be billed against the City of
                                                            Boise Support Hours or can be purchased
                                                            separately at CS STARS’s then-current rates
                                                            for such services at the time of the request.
                                                            Please see Local Host Appendix for additional
                                                            details.

  Installation, maintenance, tuning, administration or enhancement of City of Boise system environment,
  networks, servers, or other equipment is not included this Statement of Work.

  City of Boise is responsible for complying with the minimum technical requirements as provided in the
  Hardware and Software Documentation.

  E. Scheduled Data Processing Services
  Fees charged by data providers for the transmittal of data to CS STARS are not included in this Statement
  of Work and shall be payable by City of Boise directly to such data providers.

  Standard Data Processing: The CS STARS standard turnaround time for non-daily and non-weekly
  scheduled claim and transaction data processing is three (3) business days from the time that CS STARS
  Data Operations Center confirms that incoming data is in the expected data layout, balances to control

                                                       Page 12 of 31
  totals, and passes basic quality checks performed by CS STARS. Data processing will take place during
  CS STARS’s normal business hours. Unless specifically stated otherwise, the Scheduled Data
  Processing Services deliverable relates only to loading data into the Licensed Software, but not any
  extracts of such data.




                                                                                         Data Processing
Data Source                Components                    Frequency                       Details

Inter Mountain                   Claims                      Annually                    Standard Data Processing
                                 Transactions                Semi-Annually
                                 Notes/Comments              Quarterly
                                 Diaries/Tasks               Monthly
                                 Contacts / Vendors          Bi-Weekly
                                 OSHA Data                   Weekly
                                 Policy Data                 Once Daily
                                 Location Data               Other:
                                 Values Data             [Specify frequency]
                                 Other:
                           [List Specific Data
                           Components]


  For additional details regarding Scheduled Data Processing Services, please see Data Conversion and
  Scheduled Data Processing Services Appendix.

  F. Ongoing Training

  Travel for ongoing training will be billed as incurred unless included in Ongoing Services and Travel section.


Deliverable                Description                                  What’s Included in this Deliverable

Instructor Led             Live instructor led training for                 Ongoing training will be billed as
Training                   groups of City of Boise users.                   incurred and scheduled at the
                                                                            request of the City of Boise

Users Conference           Registration fees for CS STARS                   2 registration fees are included in this
Fees                       Users Conferences Included                       Statement of Work for the 2009 User
                                                                            conference.




                                                        Page 13 of 31
  G. Ongoing Services and Travel

Deliverable                        What’s Included in Deliverable

City of Boise Support, Account        Package of 40 annual City of Boise Support Hours is
Management and Consulting             included in this Statement of Work. City of Boise may pre-
Services                              purchase additional Support Hours packages in advance of
                                      the complete erosion of any package at the same rate that
                                      City of Boise is charged for Support Hours in the initial
                                      package.
                                      Additional Service Hours purchased by City of Boise after all
                                      Support Hours have been eroded will be billed as incurred at
                                      CS STARS’ then-current rate at the time of the request.
                                      Support is offered during CS STARS normal business hours.
                                      Customer support, account management and consulting
                                      services related to maintenance and ongoing use of the
                                      Software. Examples include, but are not limited to, service
                                      time spent on: Upgrades, migrations, user assistance with
                                      features, troubleshooting, testing, project management,
                                      issues management, stewardship meetings, account
                                      management, report configuration, data reconciliation, Third
                                      Party Administrator claim takeover analysis; changes to
                                      existing workflows or system setup; consulting related to
                                      changes to custom solutions, changes to data conversions
                                      or changes to reports; technical assistance, creation of
                                      events and validations, maintenance of custom reports,
                                      status calls, meetings and Documentation.
Work Orders                           Work orders may be created by CS STARS and City of
                                      Boise for City of Boise-requested additional Services not
                                      included in this Statement of Work that will erode City of
                                      Boise Support Hours. CS STARS will provide an estimate of
                                      the City of Boise Support Hours required for the additional
                                      Services. A sample of the information required for a Work
                                      Order can be found in the Work Order Appendix to this
                                      Statement of Work.
Ongoing Travel                        Travel may be required for Services including, but not limited
                                      to, training, working meetings, stewardship meetings, project
                                      meetings, and technical services required for Upgrades or
                                      installations.
                                      Actual travel costs will be billed as incurred.




                                              Page 14 of 31
3. Pricing and Invoice Schedule
See Financial Appendix for additional billing details. Fees do not include applicable taxes. All fees are subject
to U.S. State Sales Tax, where applicable.


  Deliverable           Fees                                                 Payment Schedule

  Year 1 Fees           Implementation Fee            $80,510                    Billed on date to be
                                                                                 determined
                        Annual Fee                    $46,962.
  Year 2 Fees           $35,068                                                  Billed on date to be
                                                                                 determined.

  Year 3 Fees           $35,068                                                  Billed on date to be
                                                                                 determined.

  Year 4 Fees           $36,180                                                  Billed on date to be
                                                                                 determined

  Year 5 Fees           $37,325                                                  Billed on date to be
                                                                                 determined

  Escrow Fees           $5,000 total for 5 years, included in Year 1
                        Implementation Fee




4. Statement of Work Approval
This offer will expire on 12/31/09.

     IN WITNESS WHEREOF, the undersigned have duly executed this Statement of Work, or have caused
this Statement of Work to be duly executed on their behalf as of the SOW #X Effective Date.

 City of Boise                                              CS STARS LLC

 Name:                                                      Name: Jonathan Nichols



 Signature                                                  Signature


 Title                                                      Title


 Date                                                       Date




                                                           Page 15 of 31
Data Conversion and Scheduled Data Processing Services Appendix
The following further explains the Data Conversion Services deliverable.

Detail                                                      Important Distinction
City of Boise is responsible for facilitating delivery of   All City of Boise Data provided to CS STARS must be
City of Boise Data to CS STARS from all data                encrypted using the NIST/AES or DES standards. CS
providers, including a layout definition or data            STARS will provide the public keys and the methods
dictionary.                                                 used for encryption. This policy pertains to all City of
                                                            Boise Data sent electronically or physically to CS
                                                            STARS.
                                                            Not all data providers are able to provide all data
                                                            components for data conversions. Prior to execution of
                                                            this Statement of Work, City of Boise is responsible for
                                                            verifying that all of City of Boise’s data providers are
                                                            able to provide such data components.
                                                            Fees charged by data providers are not included in this
                                                            Statement of Work and shall be payable by City of
                                                            Boise directly to the data providers.

City of Boise is responsible for facilitating delivery of   In the event that control total reports are not available
control total reports to CS STARS for each data             for a data provider, City of Boise must provide written
provider.                                                   approval of agreement with CS STARS on a method of
                                                            reconciliation.

Cumulative claims data conversion                           A cumulative claims data conversion consists of claim
                                                            indicative data (name, address, loss date, etc.) and
                                                            summary financials only and does not include other
                                                            data elements (adjuster notes, OSHA records, contacts,
                                                            and/or historical detailed payments / reserve
                                                            transactions).
                                                            Historical detailed transactions are only included if the
                                                            component entitled “Historical transaction data
                                                            conversion” is selected in the Statement of Work.




                                                             Page 16 of 31
Detail                                                Important Distinction
Historical transaction data conversion                Historical transaction data conversion includes detailed
                                                      historical payment and reserve transactions only.
                                                      In the event of an imbalance between claim summary
                                                      financials and detailed transactions, the claims may be
                                                      balanced to the transactions or vice versa, dependent
                                                      on feedback from the data provider and City of Boise.
                                                      Fees charged by data providers are not included in this
                                                      Statement of Work and shall be payable by City of
                                                      Boise directly to the data providers.
                                                      Data associated with history of check processing and
                                                      printing is not included in an historical transaction
                                                      conversion.
                                                      Data associated with historical medical bill invoice/line
                                                      item conversion is not included in an historical
                                                      transaction conversion.

CS STARS will work with City of Boise to develop      CS STARS cannot fabricate data based on the source
data mapping and transformation rules.                data or other factors.

CS STARS will develop data conversion program(s)      CS STARS will only develop data conversion
and processes.                                        program(s) and processes for data conversion
                                                      components explicitly listed in the Statement of Work.
                                                      Additional data conversion components may be added
                                                      to project scope, but an additional fee will apply and the
                                                      timeframe of the project may change accordingly.
                                                      Some information may not be available through the
                                                      data provider; if the data is available, the data provider
                                                      may charge City of Boise an additional fee that is not
                                                      included in this Statement of Work

CS STARS will map/integrate the City of Boise Data    City of Boise may need to provide assistance in claim
received from all data providers into a single        matching activities.
repository and match claims between data providers,
if needed.                                            This activity does not include claim matching or data
                                                      issue resolution associated with a Carrier or TPA
                                                      takeover of claims from another Carrier or TPA unless
                                                      that activity is explicitly listed as a deliverable in this
                                                      Statement of Work.




                                                       Page 17 of 31
Detail                                                 Important Distinction
CS STARS will perform three (3) data loads into the    Any time spent by CS STARS to create more than the
STARS™ database: one initial load into the Test        three (3) specified data loads will be charged against
STARS™ database, one additional load containing        the City of Boise Support Hours or, if all City of Boise
revisions into the Test STARS™ database, and one       Support Hours have been eroded, all time spent will be
final load into Production.                            charged to City of Boise at CS STARS’s then-current
                                                       rate for such services.
                                                       Within ten (10) business days of the date that CS
                                                       STARS forwards the mappings to City of Boise, City of
                                                       Boise shall review/test the mapping(s) and either: (a)
                                                       inform CS STARS of any necessary revisions to the
                                                       mappings or (b) sign-off on the mappings by signing the
                                                       a Data Conversion Mapping Closure document (the
                                                       “Mapping Closure”). In the event that CS STARS does
                                                       not receive either a signed copy of the Mapping Closure
                                                       or City of Boise’s requested revisions by such date, the
                                                       mappings will be deemed approved by City of Boise.

CS STARS will perform the following quality control    STARS™ Standard Business Rules and Data
activities: reconciliation to control total reports    Operations Standard Test Plan are available upon
provided by data providers; validation of incoming     request.
data codes (locations, cause, nature of injury, body
part, pay types, etc.); validation of STARS standard
business rules; reconciliation of all exceptions
produced during loads into the STARS database;
completion of unit testing on converted data as
defined in the Data Operations Standard Test Plan

CS STARS will provide documentation of conversion      Conversion result documentation includes the following:
results.
                                                           •    Reconciliation results between control total
                                                                reports and data conversion reports and
                                                                documented explanation of discrepancies, if
                                                                needed
                                                           •    STARS™ Gate reports
                                                           •    STARS™ Update reports




                                                        Page 18 of 31
The following further explains the Scheduled Data Processing Services deliverable.

Detail                                                     Important Distinction
Data Processing Components                                 Not all data providers are able to provide all data
                                                           components for data processing. City of Boise is
                                                           responsible for confirming the frequency and data
                                                           components with its data providers. In addition, if the
                                                           data is available, the data provider may charge City of
                                                           Boise an additional fee that is not included in this
                                                           Statement of Work and shall be payable by City of
                                                           Boise directly to its data providers.
                                                           Claim-only data updates do not include detailed
                                                           payment and reserve transactions. CS STARS builds
                                                           a single cumulative transaction per financial category
                                                           (i.e. Medical, Expense, and Indemnity) for each claim
                                                           to allow for prior valuation or loss development
                                                           reporting.
                                                           In the event of an imbalance between claim summary
                                                           financials and detailed transactions during a detailed
                                                           transaction update, the claims may be balanced to the
                                                           transactions or vice versa, dependent on feedback
                                                           from the data provider and City of Boise.

Ongoing data processing includes the following             Takeover claim projects (i.e. one carrier/TPA assumes
activities, which are all based on control total reports   the claims for another carrier/TPA) require a new
and City of Boise Data provided by City of Boise           Statement of Work or Work Order and will either
and/or its data providers:                                 require an additional fee or erode City of Boise
                                                           Support Hours. In the event that a takeover is not
Ongoing data conversion processing, source data            communicated to the Data Operations Center in
validation, and update of data from Carriers or TPAs       advance, time spent to correct data integrity issues will
into STARS™ or ClaimSuite™.                                be billed as incurred at CS STARS’s then-current
Financial reconciliation with control total reports.       rates for such services.

Minor code changes in conversion routines to address       City of Boise-requested changes to a data conversion
new business needs for City of Boise, i.e., new            after the data conversion has moved into production
location is added to structure                             are not included in ongoing data processing activities
                                                           and will be billed as incurred at CS STARS then-
Resolution of code errors with the Carrier / TPA           current CS STARS’s rate for such services at the time
                                                           of the request.
Resolution of claims that are missing or have been
dropped from the Carrier / TPA feed                        Changes to the layout of the incoming data feeds that
                                                           are dictated by the Carrier / TPA requiring additions or
Troubleshooting data related issues with the Carrier /
                                                           changes to data conversion routines
TPA
                                                           Investigation of data quality issues with the data
                                                           provider and correction of these errors through CS
                                                           STARS programming efforts will be billed as incurred.

Scheduled Daily loads into the STARS™ database             Daily loads are performed once daily during an agreed
                                                           upon nightly window.




                                                           Page 19 of 31
Detail                                                     Important Distinction
CS STARS will perform scheduled loads into the             CS STARS’s standard data processing schedule is to
STARS™ database during an agreed upon time                 perform scheduled non-daily or non-weekly data
frame.                                                     updates into the STARS™ database during CS
                                                           STARS’s normal business hours (Monday – Friday
                                                           8:00 a.m. to 5:00 p.m. CST, except CS STARS
                                                           holidays) with minimal disruptions.
                                                           City of Boise is responsible for identifying and
                                                           communicating an acceptable scheduled update time
                                                           period. CS STARS is responsible for notifying City of
                                                           Boise in advance of scheduled updates being
                                                           performed.
                                                           Processing outside CS STARS’s normal business
                                                           hours, including weekends and holidays, is available
                                                           for an additional fee.

Scheduled data processing turnaround time                  CS STARS’s standard turnaround time for non-daily
                                                           and non-weekly scheduled data processing is three
                                                           (3) business days from time of data acceptance at the
                                                           CS STARS Data Operations Center.
                                                           Shorter turnaround time may be available for an
                                                           additional fee.
                                                           In the event of data issues with the data provider, CS
                                                           STARS can not be held to the turnaround time
                                                           specified in the Statement of Work.

Data Quality Control includes only: reconciliation to      City of Boise may be required to provide timely
control totals provided by City of Boise’s data            feedback to notification of discrepancies, invalid
providers; paid financial and claim count trending,        codes, exception reconciliation techniques, and/or
including investigation of discrepancies, validation of    missing/dropped claims in order for CS STARS to
incoming data codes (locations, cause, nature of           meet standard turnaround time.
injury, body part, pay types, etc.); validation of
STARS™ standard business rules; reconciliation of all
exceptions produced during loads into the STARS™
database; resolution of claims that are missing and/or
have been dropped from the data source, all based on
control total reports and City of Boise Data provided by
City of Boise and/or its data providers.




Initialed: City of Boise _______ CS STARS ______

                                                           Page 20 of 31
Custom Solutions Appendix

No custom solutions have been included in this Statement of Work.




                                                          Page 21 of 31
Universal Solutions Appendix
        STARS HR Import & Lookup.




        Initialed: City of Boise _______ CS STARS ______




                                               Page 22 of 31
Custom Reports Appendix

           1. Legal File Label Report – Claim Report




Initialed: City of Boise _______ CS STARS ______




                                                       Page 23 of 31
Custom Letters Appendix
Attach sample forms and specific requirements here. These forms as used as the basis for estimates for your
project and changes may impact project scope and fees.



Custom Claim Label Letter




Initialed: City of Boise _______ CS STARS ______




                                                       Page 24 of 31
Project Management Appendix
Engagement Methodology - The CS STARSPro™ project management methodology is a disciplined
approach to project communications and project management and control. It incorporates timely check-
points to ensure City of Boise expectations of deliverables are consistent with CS STARS’s expectations.
This engagement methodology requires mutual communications and project management discussions
between CS STARS and City of Boise. This collaboration will appear in the form of regular status
meetings, change control procedures as necessary and frequent project progress reports.
Customer Role Review
The Customer Role Review is designed to help CS STARS’s City of Boises understand their part in the major
activities of a CS STARS project. It outlines major milestones, highlights decisions needed from City of Boise
and points out implications of changes to the project scope.

The following City of Boise roles are recommended for a successful project:

City of Boise Business Sponsor – This person will be responsible for final approval and signoff on all
deliverables. They will also serve as a point of escalation for any project related risks or issues.
City of Boise Project Manager – This person will work directly with the CS STARS project manager to
manage project timelines, risks and align City of Boise resources to complete tasks within the timelines outlined
in the project schedule.
City of Boise System Administrator – This person will be the ongoing resource assigned to maintain the
STARS™ software. They will work directly with the project team to define specifications and understand
configuration options selected during implementation.

Milestones
Project milestones act as thresholds and help to indicate whether a project is on track to finish as expected.
Specific milestones vary by project, but in general, they are defined as the group of accomplishments, results,
deliverables and events that measure project progress. The following outlines typical project milestones in a CS
STARS project and provides a high level overview of what the CS STARS team will need from City of Boise in
order to perform CS STARS’s obligations under this Statement of Work.

Major Milestone            City of Boise Contributions

Kickoff meeting            A successful kickoff meeting requires attendance by project sponsor, project
                           managers and end users. Identification of decision maker or point-person during
                           this meeting is essential. City of Boise and CS STARS will review the Statement of
                           Work during this meeting to confirm accuracy and completeness of project
                           deliverables.

Completion of              Engagement during specification process; City of Boise may need to produce
specifications.            sample of output files or data from legacy system(s) to be integrated with CS
                           STARS software.

Test environment           If installation is local, hardware for test environment is to be supplied by City of
established                Boise. ASP installations will include a test environment provided by CS STARS.




                                                          Page 25 of 31
Transfer of deliverables     Commitment to structured user acceptance testing and signoff on deliverables at
from test to production      the conclusion of User Acceptance Testing (UAT). Please note that City of Boise
environment.                 UAT is generally required within 2 weeks from City of Boise’s receipt of a
                             deliverable from CS STARS. A deliverable will be deemed accepted if no feedback
                             is received by CS STARS within thirty (30) days of delivery to City of Boise.
Major Milestone              City of Boise Contributions

Training                     Successful training requires a complete audience of stakeholders and end users. If
                             training is to be held at City of Boise’s facility, City of Boise will be responsible for
                             securing a training location/room, requesting staff participation, scheduling, etc.


Decisions Needed
Throughout the project, the CS STARS team will need City of Boise to make choices about the implementation
of the STARS™ software. Decisions vary by project, but in general, they follow the nature of the decisions
outlined in the table below. Also included in this table is the nature of the information to be provided by City of
Boise and a rough estimate of the timeframe.

Decisions and Actions            Information Needed                                             Timeframe
Needed
System specifications            Decisions regarding screen designs, security setup and         Beginning of project
                                 other system specifications such as custom solutions
                                 or custom reports.

Validation of data               Approval and signoff is needed on data mappings and            Middle of project.
conversion deliverables          prior to final load of conversion into the system.

Decisions regarding third-       Decisions may be required if third-party                       Middle of project
party deliverables               data/information is late, incomplete or missing.

Signoff on deliverables          Project sponsor required to sign off on all incremental        Middle of project and
                                 deliverables and final implementation within ten (10)          End of project.
                                 business days of City of Boise’s receipt of any
                                 deliverable.


Change Deadlines
Research shows that for every month a project progresses there is a 1 – 2% increase in the scope of the
project. This is evident even in controlled conditions (i.e. project management). Further, as the project
progresses, the cost of change increases substantially – change becomes more expensive and time-
consuming. With this in mind, CS STARS recommends placing a limit on change requests through change
deadlines. Please note that change deadlines are recommendations to maintain the project schedule. Mutually
acceptable changes to this Statement of Work will be outlined in a written amendment to the Statement of Work
and may result in additional cost to City of Boise.

Change control procedures consist of:




                                                             Page 26 of 31
         •   Problem Identification (City of Boise)

         •   Impact Estimation (CS STARS)

         •   Signoff of change control documentation (City of Boise)

         •   Change Initiation (CS STARS)

         •   Change Validation (City of Boise)

         •   Approvals and Acceptance (City of Boise)



The CS STARS project manager works with City of Boise to define what constitutes a minor change, a
change to existing scope or a change outside scope. Changes allowed will be based on the agreed upon
project timeline and will adhere to the below basic guidelines for all CS STARS projects.

Change Type                                           Recommended Deadline

Minor changes                                         Permitted up to month prior to “go live”

Changes to existing project scope                     Permitted up to the mid point of implementation

Changes outside project scope                         Permitted up to the first quarter point of implementation




Agreed to by [CITY OF BOISE]                               Agreed to by CS STARS LLC

Signature:                                                 Signature:

Name:                                                      Name:

Title:                                                     Title:

Date:                                                      Date:




                                                        Page 27 of 31
Interview Entry Appendix



Include sample forms that are used as the basis for the scope of the interview entry configuration deliverable.

Please note that any changes may impact project scope and fees.




                                                           Initialed: City of Boise _______ CS STARS ______




                                                          Page 28 of 31
Local Installation Appendix

Based on CS STARS’s experience with locally hosted implementations, it has prepared the below list of
recommendations for City of Boise. CS STARS strongly recommends that the City of Boise meet these
guidelines. Should City of Boise not be able to satisfy these recommendations, delivery timelines may
be affected and additional City of Boise Support Hours may be eroded. CS STARS shall not
responsible for City of Boise's inability to comply with the below recommendations.

Local installations will require local technology resource availability to support software implementations,
Upgrades and migrations.

Recommendation                                      Comment(s)
Certified Database Administrator (DBA) on-site      City of Boise is responsible for installation and maintenance
or under contract to perform regular                (including trouble shooting) of database server.
maintenance, emergency support, database
exports and loads, performance tuning and
database installation and trouble shooting.
Certified software and hardware support
personnel on-site or under contract to perform
system maintenance, user maintenance and
system troubleshooting for hardware and
software related issues.
City of Boise should have two identical             This allows testing of changes in the test environment prior
environments. One for a production system and       to rollout in a production environment.
another for a test environment
City of Boise is responsible for establishing and   CS STARS recommends a minimum of daily backups to an
maintaining recurring database backup routines      offsite location.
and disaster recovery planning.
Provide a network diagram of the production         This allows CS STARS to understand the unique
and test environments                               configuration of City of Boise’s environment in order to
                                                    identify and resolve issues promptly related to the system
                                                    configuration.
Provide Virtual Private Network (VPN) access        VPN access should include rights to install and register
to both the production and test environments        files, if these rights are not permitted then a contact person,
                                                    with these rights, at the City of Boise-site should be
                                                    designated to assist CS STARS to promptly install hot fixes,
                                                    point releases, and custom solutions.

Provide access to both the production and test      This allows CS STARS to quickly identify and resolve
databases (via database utility application such    issues that are related to City of Boise Data. No City of
as SQL Plus)                                        Boise Data changes will be made by CS STARS to City of
                                                    Boise’s system without express written consent from City of
                                                    Boise.
Provide backup copy of either production or test    This allows CS STARS to better troubleshoot issues, test
database upon request by CS STARS                   features and develop and test custom solutions in the CS
                                                    STARS environment prior to delivery to ensure quality.



Initialed: City of Boise _______ CS STARS ______
                                                           Page 29 of 31
Work Order Appendix
           A work order may be completed for all City of Boise-requested additional Services not included in
           this Statement of Work that will erode the City of Boise Support Hours. CS STARS will provide
           City of Boise an initial “ballpark” estimate of the City of Boise Support Hours required to complete
           the additional Services.



           Sample Work Order Form

           CS STARS Work Order

           City of Boise Name:

           Project Name:

           Project Description:

           Project Requested by:

           City of Boise Desired Timeline for Completion:

           Additional Project Details:

           CS STARS Estimated Project timeline:

           CS STARS Estimated Project hours:




Initialed: City of Boise _______ CS STARS ______


                                                        Page 30 of 31
Financial Appendix
Main City of Boise Business Contact Information
 Business Contact Name

 Business Contact Title

 Business Contact Address

 Business Contact Phone

 Business Contact Fax

 Business Contact Email Address


City of Boise Billing Information
 Billing Contact Name

 Billing Contact Title

 Billing Contact Address

 Billing Contact Phone

 Billing Contact Fax

 Billing Contact Email Address

 City of Boise Tax Jurisdiction*

 Billing Currency

 Preferred Invoicing Method                     Mail or Email


*If City of Boise has a tax exempt status, please attach tax exempt form to this appendix. For European City of
Boises, please indicate VAT or No VAT in this section as well.

Payment Remission Details
CS STARS Lockbox for Payments           Overnight Courier Address           ACH Wire Instructions
CS STARS LLC                            Regulus                             Bank: Wells Fargo Bank
P.O. Box 201739                         Attn: 201739 CS Stars               Dallas, TX
Dallas, TX 75320-1739                   1500 Dragon Street, Suite A         ABA: 121000248
                                        Dallas, TX 75207                    Account No: 4121269922

Initialed: City of Boise _______ CS STARS ______




                                                         Page 31 of 31
                                                                                                  CONFIDENTIAL




                                           Exhibit B:
                                 Third-Party Licensee Agreement

        This THIRD-PARTY LICENSEE AGREEMENT (the "Agreement") is entered into between
[Third-Party Licensee] (the “Company”) and CS STARS LLC (“CS STARS”) on this _10th_ day of March,
2009 (the “Effective Date”).

        WHEREAS, City of Boise (“CLIENT”) entered into a Software License and Services Agreement
(the “License”) with CS STARS LLC (“CS STARS”) for the use of that certain software, computer programs,
databases, interfaces commonly known as “STARS” and related documentation (collectively, the “Licensed
System”);

         WHEREAS, pursuant to the License, CS STARS has granted City of Boise the right to allow
Company to use and access the Licensed System solely in connection with the business of City of Boise and
solely for the purpose of performing and as necessary to perform Company’s authorized duties for or on
behalf of City of Boise (the “Purpose”) and

        WHEREAS, City of Boise has requested that CS STARS grant Company the right to use and access
the Licensed System for the Purpose only in accordance with the terms and conditions set forth herein.

         NOW THEREFORE, in consideration of the mutual covenants and agreements stated herein, and
other good, valuable and legally sufficient consideration as set forth in this Agreement, the receipt and
sufficiency of which are hereby acknowledged, the parties agree as follows:

I. Grant of License. CS STARS hereby grants Company a non-exclusive, non-transferable, non-assignable,
non-sublicensable, limited license to access, display and use the Licensed System solely for the Purpose, but
not for any other purpose or for any other company, and only in accordance with and subject to the terms of
this Agreement.

II. Access and Use by Company. Company agrees it shall not use the Licensed System for any purpose
other than the Purpose. Company further agrees that it shall not disclose information regarding or provide
access to the Licensed System to any third party except as authorized in writing by CS STARS. Company
shall restrict access to the Licensed System to those of its employees whose access is necessary for the
performance of the services or functions required by the Purpose (each, a “Seat”). Company shall require all
Seats to comply with the obligations contained in this Agreement, and Company shall be fully responsible
for ensuring the compliance of such Seats.

III. Foreign Use. If Company chooses to use or access the Licensed System from outside the United States,
Company is responsible for compliance with foreign and local laws.

IV. Restricted Entity Status. The Licensed System is not available through CS STARS, its licensors or
City of Boise to any Restricted Entity. Company represents and warrants that it is not a Restricted Entity and
is not using the Licensed System on behalf of or for the benefit of a Restricted Entity. For the purposes of
this Agreement, “Restricted Entity” shall mean any individual, partnership, limited liability company,
corporation, joint venture, trust, association or other entity owned or controlled by, or acting as an agent for,
any person or entity with whom a U.S. citizen, national or company organized under the laws of or operating
in any state or territory of the U.S. is prohibited from engaging in any transactions by U.S. laws, including
without limitation, a person on the Specially Designated Nationals List published by the United States



                                                                                                          Page ii
                                                                                              CONFIDENTIAL



Department of the Treasury’s Office of Foreign Assets Control (“OFAC”), or any other person or entity with
whom or which transactions are prohibited by OFAC regulations.

V. Rights in Licensed System. Company acknowledges and agrees that CS STARS and/or its licensors own
all right, title and interest in and to the Licensed System and all components thereof, and that, except as
otherwise expressly provided herein, no license under any patent, trademark, copyright or any other
worldwide intellectual property or proprietary rights laws is either granted or implied by the disclosure or
provision of access to the Licensed System to Company. All rights are reserved. Company agrees that it
shall not, without limitation, copy, reproduce, recompile, decompile, disassemble, reverse engineer, publish,
display, modify, transmit or create derivative works from the Licensed System, or distribute information and
reports from the Licensed System, except at CS STARS’s direction and only for the Purpose.

VI. Expiration, Termination of Rights. Company acknowledges and agrees that any rights granted
hereunder with respect to use of and access to the Licensed System by the Company shall expire or terminate
upon the earlier of: (a) immediately upon the expiration of the License; (b) immediately upon a termination
of the License in accordance with its terms; (c) immediately upon any termination of Company’s status as a
service provider of City of Boise’s; or (d) upon ten (10) days’ notice to Company if Company breaches this
Agreement and fails to cure such breach within ten (10) days after receiving written notice from City of
Boise or CS STARS specifying the breach. Upon expiration or termination of the Agreement for any reason,
within ten (10) calendar days of such expiration or termination, Company shall (i) return to CS STARS, or
upon CS STARS’s request, destroy all copies of the Licensed System in its possession and certify, in writing,
the delivery or destruction of such Licensed System and any copies thereof; and (ii) make no further use of
the Licensed System and shall not access or attempt to access the Licensed System.

VII. Unique Passwords and Usernames. Each Seat shall access or use the Licensed System through a
unique and reasonably secure username/user identification and password. Except the system administrators
of Company where reasonably necessary for administrative or security purposes, no Seat may use the
username/user identification and password of any other Seat.

VIII. Safeguards. Company shall maintain and establish reasonable and appropriate administrative,
technical and procedural safeguards to: (a) ensure the security and confidentiality of the Licensed System,
and its components, (b) protect against unauthorized access to, disclosure of, and/or use of the Licensed
System, and its components; and (c) inform its employees and other agents of its obligations under the
Agreement and of CS STARS’s and its licensors’ intellectual property and other rights in and to the Licensed
System. Such safeguards shall be at least equivalent to those established and maintained by Company to
protect its own proprietary and/or confidential information of a similar nature to the Licensed System.

IX. Notification of Infringement. In the event that Company discovers or is notified of an actual or
suspected infringement or misappropriation of the rights of CS STARS or its licensors in or to the Licensed
System or unauthorized access to the Licensed System (each, an “Infringement”), Company shall: (a)
immediately notify CS STARS of such known or suspected Infringement; (b) investigate such known or
suspected Infringement; and (c) terminate such Infringement if and to the extent within Company’s control.

X. Records and Audit. Company shall maintain complete and accurate records regarding its use of the
Licensed System, including, without limitation, the name and username/user identification and password of
each Seat, (collectively, the "Records"). CS STARS shall have the right to examine, inspect and audit
Company’s offices, information systems and Records, and make extracts of information and copy any part of
the Records at any reasonable time during normal business hours upon twenty-four (24) hours notice to
Company in order to monitor Company’s compliance with this Agreement.

XI. Disclaimer. COMPANY’S ACCESS TO THE LICENSED SYSTEM IS PROVIDED ON AN “AS IS”
AND “AS AVAILABLE” BASIS. CS STARS MAKES NO WARRANTY OR REPRESENTATION


                                                                                                     Page iii
                                                                                                  CONFIDENTIAL



WHATSOEVER, EITHER EXPRESS OR IMPLIED, WITH RESPECT TO THE LICENSED SYSTEM,
INCLUDING WITHOUT LIMITATION ANY WARRANTY AS TO PERFORMANCE,
MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE.

CS STARS AND ITS MANAGERS, MEMBERS, EMPLOYEES, AGENTS AND/OR LICENSORS WILL
NOT BE LIABLE TO COMPANY FOR ANY DAMAGES OF ANY KIND, WHETHER BASED ON
CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, WHETHER
FORESEEABLE OR UNFORESEEABLE, EVEN IF CS STARS OR ANY OF ITS AGENTS HAVE BEEN
ADVISED OF THE POSSIBILITY OF DAMAGES, ARISING FROM OR IN ANY WAY CONNECTED
WITH THE USE OF OR RELIANCE ON THE LICENSED SYSTEM, OR WITH THE DELAY OR
INABILITY TO USE THE LICENSED SYSTEM, INCLUDING, BUT NOT LIMITED TO DIRECT,
INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, AND CONSEQUENTIAL DAMAGES, INCLUDING,
WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, LOSS OF DATA, LOSS OF GOODWILL,
LOSS OF PROFITS, WORK STOPPAGE, ACCURACY OF RESULTS, OR COMPUTER FAILURE OR
MALFUNCTION. THIS LIMITATION OF REMEDIES AND DAMAGES PROVISION SHALL BE
ENFORCED INDEPENDENTLY OF AND SHALL SURVIVE THE FAILURE OF AN ESSENTIAL
PURPOSE OF ANY REMEDY. BECAUSE SOME JURISDICTIONS DO NOT ALLOW THE
EXCLUSION OR LIMITATION OF LIABILITY, THE ABOVE LIMITATION MAY NOT APPLY TO
THE EXTENT OF SUCH EXCLUSIONS.

XII. Indemnification. Company agrees to indemnify, defend and hold harmless CS STARS and its
affiliates and subsidiaries, and each of its officers, directors, members, managers, employees and other agents
(each, an “Indemnified Party”) from and against any damage, cost, liability, expense, settlement amounts,
fees (including, but not limited to, reasonable attorneys’ fees), claim, suit, action or other proceeding, to the
extent based on or arising in connection with: (a) a violation of this Agreement caused by Company or
anyone using its system; (b) any modifications, infringement of or misappropriation of the rights of CS
STARS or its system; or (c) Company’s use of or reliance on the Licensed System or any results obtained
through the use of the Licensed System. This provision shall survive termination or expiration of this
Agreement.

XIII. Miscellaneous.

    10.1         Agreement. This Agreement is a complete statement of the agreement of the parties with
respect to the subject matter contemplated herein and supersedes all prior oral and written agreements with
respect to the subject matter hereof.

   10.2         Third Party Beneficiary. The parties agree that the CS STARS shall be a third party
beneficiary of this Agreement, and that CS STARS shall have the right to enforce the provisions of this
Agreement with respect to any rights, remedies, obligations, or liabilities whatsoever.

     10.3         Notice. Any notice required or permitted to be delivered pursuant to this Agreement shall be
in writing and shall be deemed delivered: (a) upon delivery if delivered in person; (b) three (3) business days
after deposit in the United States mail, registered or certified mail, return receipt requested, postage prepaid;
(c) upon transmission if sent via facsimile, with a confirmation copy sent via overnight mail; or (d) one (1)
business day after deposit with a national overnight courier, in each case addressed to the following
addresses:
         If to CS STARS:
         CS STARS LLC
         Attn: Executive Vice President, Professional Services
         500 West Monroe Street
         Chicago, IL 60661
         Facsimile: 312-627-6590


                                                                                                         Page iv
                                                                                            CONFIDENTIAL




       With a copy to:
       CS STARS LLC
       Attn: Corporate Counsel
       500 West Monroe Street
       Chicago, IL 60661
       Facsimile: 312-627-6590

       City of Boise
       Department of Finance and Administration, Risk and Safety Division
       PO Box 500
       Boise, Idaho 83701

       10.4   Precedence. To the extent of any inconsistency between this Agreement and any other
agreement between the parties, this Agreement shall govern.

         10.5    Amendment/Modification. No amendment or modification of this Agreement shall be
valid or binding on the parties unless made in a mutually executed writing.

        10.6     Severability. The invalidity or unenforceability of any provision of this Agreement shall
not affect the validity or enforceability of any other provision of this Agreement, and any invalid or
unenforceable provision shall be deemed to be amended to the minimum extent necessary to render it
enforceable under applicable law while retaining to the maximum extent possible the intent and economic
benefit of the original provision consistent with applicable law.

        10.7     No Waiver. No delay or omission by a party in exercising any right under this Agreement
constitutes a waiver of that or any other right.

         10.8    Injunctive Relief. Company acknowledges that its breach of this Agreement may cause
irreparable injury to CS STARS that may not be adequately compensable in money damages, and for which
CS STARS shall have no adequate remedy at law. In the event of breach of any of the provisions of this
Agreement, CS STARS shall be entitled to seek equitable relief to protect its interests, including but not
limited to preliminary and permanent injunctive relief.

      10.9     Governing Law. The laws of the State of New York shall govern the validity of this
Agreement, the construction of its terms, and the interpretation of the rights and duties of the parties.

         10.10 Assignment. Company may not sub-license, assign or transfer this Agreement or any of the
rights granted hereunder. Any such sub-license, assignment or transfer in contravention of this Agreement
will be void as from the outset.

        IN WITNESS WHEREOF, the undersigned have duly executed this Agreement, or have caused
this Agreement to be duly executed on their behalf, as of the Effective Date.

CS STARS LLC                                             City of Boise:

By: see attached signature page                          By: see attached signature page

Name: ______________________                             Name: _______________________________

Title: _______________________                           Title: _______________________________



                                                                                                   Page v
                                                                                           CONFIDENTIAL




                                           EXHIBIT C
                                     PREFERRED BENEFICIARY
                                       ACCEPTANCE FORM

Depositor, Preferred Beneficiary and Iron Mountain Intellectual Property Management, Inc. (“Iron
Mountain”), hereby acknowledge that as of March 10, 2009 City of Boise] is the Preferred Beneficiary
referred to in the Master Preferred Escrow Agreement effective April 4, 2002 with Iron Mountain as the
escrow agent and CS STARS LLC as the Depositor. Preferred Beneficiary hereby agrees to be bound by all
provisions of such Agreement.

Depositor hereby enrolls Preferred Beneficiary to the following account(s):

Account Name                                           Deposit Account Number

STARS                                                  16082-1301359



Notices and communications to Preferred
Beneficiary should be addressed to:                    Invoices should be addressed to:

Company Name: City of Boise                            CS STARS LLC
Address: PO Box 500, Boise, Idaho 83701                PO Box 101301
Designated Contact: Corey Pence                        Denver, Colorado 80250
Telephone: 208 384-3778                                312-627-6464
Facsimile: 208 388-4743                                Contact: Deborah Ladendorf_____________
E-mail: cpence@cityofboise.org                         P.O.#, if required:_____n/a_______________

Preferred Beneficiary                                  Depositor
City of Boise                                          CS STARS LLC

By: see attached signature page                        By: see attached signature page
_________________________________________
______
Name:_______________________________                   Name:_____William Diaz__________
                                                       Title:______President____________
Title:_____________________________
Date:                                                  Date:_________________________________

Iron Mountain Intellectual Property Management, Inc.

By: __________________________________
Name:________________________________
Title: _________________________________
Date: _________________________________




                                                                                                    Page vi
                                                                             CONFIDENTIAL



IN WITNESS WHEREOF, the City and the contractor/vendor have executed this Agreement as of
the date first above written.



CITY OF BOISE                                CS Stars, LLC.
                                             1225 17th Street, Ste 2200
APPROVED BY:                                 Denver, Colorado 80202



David H. Bieter, Mayor            Date       Signature                            Date


ATTEST:                                      Print Name




John E. Faw, City Clerk          Date                    CONTRACT AMOUNT:
                                                              $ 125,492




Tina McBride, Purchasing Agent    Date




APPROVED AS TO FORM AND CONTENT




Department Manager                Date




Legal Department                  Date




Risk Management                   Date




                                                                                  Page vii
CONFIDENTIAL




    Page viii
        __________________________________________________________
                              ADDENDUM 02
                                                  RFP 09-014

                       Enterprise Risk Management
                           Information Systems
                        Department of Finance &
                             Administration
                                         FACSIMILE TRANSMITTAL
                                                      Boise City Purchasing
                                                           Colin Millar
                                                           P.O. Box 500
                                                     Boise, Idaho 83701-0500
                                                      Phone (208) 395-7804
                                                       Fax (208) 384-3995
                                                      wmillar@cityofboise.org

Date:      November 6, 2008

Total Pages Transmitted (Including this sheet):                          2

        Message:
        You are hereby notified of the following clarifications of and/or revisions to the specifications for
        the above referenced project.

        Question 1:
        Could the City of Boise please clarify the request for inclusion of "Data Sheets" as Appendix C on page 33 of the
        request? What exactly is intended to be included in a Data Sheet as described in the RFP?
        Answer 1:
        Pg. 33, Section 3.1.3 Proposer Information regards to Datasheets
        Proposers should provide datasheets if available as they pertain to the proposer's solution or application. Any
        information that exists for technical, marketing, specifications, or application of the proposer's solution etc. in a
        datasheet format is sufficient.


            IF ALL PAGES WERE NOT RECEIVED OR THERE IS A PROBLEM WITH THE TRANSMITTAL, PLEASE CONTACT OUR OFFICE.
Question 2:
With reference to the question 151, we do integrate with and pull data from SQL environment; however, our
solution platform runs on Oracle backend. Please suggest if that would be fine with you.
Answer 2:
Question 151 from 2.2.4 Technical, Security, Support, And System Specifications
The City of Boise will evaluate your entire proposal and rate accordingly, one of those items being system
compatibility with SQL Server.

Question 3:
What “assurances” are you specifically referring to in the Assurance portion?
Answer 3:
Pg. 33, Section 3.1.3 Proposer Information regards to Software assurance
The City of Boise desires examples of software assurances similar to what is offered from Microsoft which covers
aspects of pay rates on software license over a specified time period or upgrades for software without cost incurred
etc. Does your company have similar offerings? If so, please indicate so and provide details.

Question 4:
You are requesting three separate items that are quite often rolled into one in the appendix section. The RFP
requests:

Sample Contract
Sample Assurance Contract
Sample Maintenance and Support Contract

Can these be included in a single sample contract and how would you prefer to have it noted if it can?
Answer 4:
We are OK with a single contract so long as you can tell us or provide guidance as to where in the contract these
elements exist.




This Addendum 02 is hereby as of the above posted date made a part of the project requirements
and contract documents for the referenced project. You are to note the receipt of, and compliance
with this Addendum upon the space provided within the bid or proposal. Failure to acknowledge
this Addendum does not relieve you from fulfilling the Addendum requirements. This is the only
communication you will receive regarding this Addendum.


   IF ALL PAGES WERE NOT RECEIVED OR THERE IS A PROBLEM WITH THE TRANSMITTAL, PLEASE CONTACT OUR OFFICE.
        CITY OF BOISE
FINANCE AND ADMINISTRATION -
 RISK MANAGEMENT & SAFETY
          SERVICES
   REQUEST FOR PROPOSALS




        Enterprise Risk Management
      Information Systems (Citywide)
                       RFP 09-014



Addenda
1.   _______________
2.   _______________
3.   _______________
4.   _______________         MANUAL # ________
5.   _______________
Table of contents:
1. General Information
   1.1. Letter of Invite
   1.2. Instructions and information to Proposers
   1.3. Definitions
   1.4. Background / Historical Information
   1.5. Current Risk Management and Safety Services Departmental systems
       1.5.1. WC APPS
       1.5.2. PeopleSoft HRMS & FMS
       1.5.3. WASP Inventory control
       1.5.4. ERIC RMIS
       1.5.5. FIT Test Database
       1.5.6. FASTER Fleet Management
   1.6. Relevant Dates and Schedule
2. Technical Specifications
   2.1. Scope of work
   2.2. Requirements & Feature set Overview Table
       2.2.1. Incident and Claims Management
       2.2.2. Safety and Health Management
       2.2.3. Data Analytics and Reporting
       2.2.4. Technical, Security, Support, and System Specifications
       2.2.5. Insurance Certificate Tracking
       2.2.6. Insurance & Policy Management – Self Insured
   2.3. Project Management Overview and Timetable
       2.3.1. System Implementation Process
       2.3.2. Communication Plan
3. Vendor Requirements
   3.1. Organizational Structure & Company Profile
       3.1.1. Qualifications & Experience
       3.1.2. References
       3.1.3. Proposer information
4. Cost Proposal
5. Method of Evaluation and award
6. Liabilities and Shareholders (Owners), (Equity)
7. Attachments
   7.1. Workflow & Process Flow examples
   7.2. Form Examples
   7.3. Reporting Examples
       7.3.1. Standard Metrics for Risk Management
   7.4. Desired data fields
       7.4.1. Automated Code Generation
   7.5. Data dictionary for existing Workers Compensation (WC Apps) database
   7.6. Construction Occupancy Protection and Exposure
                               Request For Proposal RFP 09-014 Application


   1. General Information

   1.1 Letter of invite

   Oct 6, 2008


   Dear Proposer:

   The City of Boise, Idaho will accept sealed proposals at the Purchasing Office, 150 N. Capitol Blvd., Boise,
   Idaho, 83702, until 11/12/2008 @ 2:30 P.M. local time. Immediately thereafter, all proposals will be opened
   and publicly read in the presence of the Proposers at Boise City Hall. A pre-bid meeting will no be held.

   Proposals will consist of: RFP 09-014; Enterprise Risk Management Information System (Citywide), Finance
   & Administration - Risk Management & Safety Services Department, Boise City

   Qualified firms are invited to submit a proposal. Any proposal may be withdrawn prior to the scheduled time
   for the opening of the proposals.

   Proposal packets will be available on 10/07/2008 at the Purchasing Division of the City of Boise, Boise City
   Hall, 150 North Capitol Blvd., Boise, Idaho. There is a no charge for the packet.

   In determining the best qualified proposal, Purchasing will consider all acceptable proposals on a basis
   consistent with RFP requirements. The City will also consider whether the Proposer is a responsible Proposer
   as described in the Boise City Code Section 1-11-1.

   The City of Boise reserves the right to reject any and all proposals, to waive any irregularities in the proposals
   received and to accept the proposal(s) that are in the best interest of the City. Boise City is an Equal
   Opportunity Employer. The City of Boise is exempt from Federal and State taxes and will execute the
   required exemption certificates.


    CITY OF BOISE, IDAHO
1.2 Instructions and information to Proposers (Mandatory)

   A. Proposals are to be received no later than 11/12/2008 @ 2:30 P.M. local time. The City will not be
      responsible for shipping method and will reject all late bids.

   B. Submit your proposal along with three (3) paper copies including all required signature pages and
      three (3) copies on CD.

   C. The proposal must be enclosed in a sealed envelope or packet and addressed to the Purchasing Office, 150
      N. Capitol Blvd., Boise, Idaho, 83702, and plainly marked: “Sealed Proposal RFP 09-014; Enterprise
      Risk Management Information System (Citywide)”. Please include the name of your company.
      Faxed proposals will not be accepted.




                                                           3
                             Request For Proposal RFP 09-014 Application



   D. The proposal can be hand delivered to the Purchasing Department at City Hall, or expressed to:

        City of Boise Purchasing Department
        RFP 09-014; Enterprise Risk Management Information System (Citywide)
        150 North Capitol Boulevard
        Boise, Idaho 83702

   E. The Owner is the City of Boise.

   F. All proposals must be signed. Proposals not signed may be disqualified and considered non-
      responsive.

   G. Proposers should review the attached proposed contract agreement and any supplemental documents
      attached to this request. The selected Proposer will be required to enter into a professional service contract
      agreement with the City. All the terms and conditions of the contract agreement will be binding on the
      successful Proposer. The successful Proposer will be expected to provide the services described within this
      document.

   H. Proposals will be prepared on the forms present within this Invitation to Propose. If no forms are present
      then proposals are to be submitted in the format requested within this proposal.

   I.   Additional sheets may be included if more room is needed for technical information, answers, or
        explanations.

   J.   Transmittal Letter: An overall introduction to the proposal is required, including a statement of the
        proposers understanding of the RMIS operation and system needs of the City. The proposal shall be clean,
        coherent, legible, and prepared in sufficient detail for effective evaluation by the City.

   K. Executive Summary: The executive summary shall serve to familiarize the City evaluators with the key
      elements and unique features of the proposal by briefly describing how the proposer is going to accomplish
      the task(s). The executive summary will contain the following:

            a. A summary of the proposers approaches to RMIS support: this includes a summary of the most
               important aspects of all sections. The City will not consider any material presented in this section
               as meeting any technical requirement.
            b. A master milestone schedule; this includes all major efforts identified in the proposal dates shall
               begin as identified in section 1.6, relevant dates and schedule.
            c. A list of exceptions: This will include the reason for making an exception to a requirement.
            d. A list of high-risk areas: Specify reasons for concern such as schedule deadlines,
               uncomplimentary technologies, or overly tight specifications. Any request to delete, change. Or
               relax any requirement must be fully supported in this section.. The CITY will not evaluate
               Proposers on this paragraph and Proposers cannot lose evaluation points by the listing areas of
               concern. The City will address these concerns with the successful Proposer during negotiation.
            e. A list of necessary data communications equipment and operating software to support remote
               problem diagnosis and maintenance that is to be supplied by City of Boise 3.3.4 Management
               Proposal Section.


Intent of Proposal
It is the intent of this proposal to describe the Enterprise Risk Management Information System (Citywide) in
sufficient detail to secure qualified proposals. This bid may be awarded to more than one supplier.




                                                        4
                              Request For Proposal RFP 09-014 Application



Proposal Preparation
Proposals shall address and track the numerical sequence of the specific information of these instructions and shall
be constant with the RFP requirements. Statements that “the proposer understands, can or will comply with all
specifications” and statements paraphrasing the specifications or parts thereof are considered insufficient. Phrases
such as “yes”, “will comply”, “standard procedures will be employed”, or “well known techniques will be used”,
will be considered insufficient and reason for rejection of the proposal. Content and quality are more important
than quantity.
In preparing the proposal, place emphasis on the complete and factual data in the areas that are set forth in the RFP.
 Maximum use should be made of tables and information summaries in describing the proposed effort.

Proposals should be in accordance with all specifications and submitted on the forms provided within this packet.
Proposals not conforming to the requested format or not in compliance with the specifications will not invalidate
the proposal, but will be evaluated on a weighted basis.

Proposers Costs
The Proposer will be responsible for all costs (including site visits if applicable) incurred in preparing or
responding to this RFP. All materials and documents submitted in response to the RFP become the property of the
City and will not be returned.

Evaluation of Proposer
Proposers will be evaluated on a point basis per attached scorecard in section 5. Other criteria may be selected and
used by the evaluation team as is deemed necessary to determine the most qualified Consultant for this service.

Reserved Rights
The City of Boise reserves the right to accept or reject proposals and to modify project requirements after review of
RFP replies.

The City may select a firm on the basis of the written proposal or may request oral presentations from the most
highly rated firms under the evaluation criteria outlined within this document. The firm selected through this
process as the best qualified will then be requested to negotiate a contract.

Taxes
The City of Boise is exempt from Federal and State taxes and will execute the required exemption certificates.

Payments and Billings
The awarded Proposer will submit all invoices for payment to:

Finance & Administration – Risk Management & Safety Services Department
Attn: Corey Pence
150 N. Capitol Blvd.
Boise, ID 83702

Invoices through City Hall are processed weekly. The awarded Proposer can expect City Hall to issue and mail
payment forty (45) days after receipt of invoice.
Request for Clarification, Protest of Requirements, Standards, Specs, or Process
Any Proposer who wishes to request clarifications, or protest the requirements, standards, specifications or
processes outlined in this Request for Proposal may submit a written notification to City Purchasing to be received
no later than three (3) working days prior to the Proposal opening date. The notification will state the exact
nature of the clarification, protest, describing the location of the protested portion or clause in the proposal
document and explaining why the provision should be struck, added, or altered, and contain suggested corrections.
City Purchasing may deny the protest, require that the Proposal document be modified, modify the Proposal, and/or




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                              Request For Proposal RFP 09-014 Application



reject all or part of the protest. Changes to these specifications will be made by written addendum. No verbal
clarifications will be binding on the City or Proposer.

Questions may be submitted by email or fax.

Address written questions to:

Colin Millar
City of Boise Division of Purchasing
FAX: (208) 384-3995
E-mail: WMillar@cityofboise.org

Addenda to the RFP
If this RFP is modified by the City, the modifications will be sent to each Proposer in writing, either by fax, email,
or mail. Verbal modifications are not binding on the City or the Proposer. No oral changes will be considered or
acknowledged. Proposers are requested to acknowledge each addendum received in their Proposal Response.

Modification and Withdrawal of Proposal
A proposal may be modified or withdrawn by the Proposer prior to the set date and time for the opening of
proposals.

Proposal Questions
Questions and responses of any one Proposer, which the City of Boise deems may affect or cause an ambiguity
in proposal responses, will be supplied to all prospective Proposers by addendum.

The City of Boise may, by written notice to all respondents, cancel, postpone or amend the Request for Proposal
(RFP) prior to the due date. If, in the opinion of the City of Boise, the revisions or amendments will require
additional time for a response, the due date will be extended to all participants. If revisions and amendments are not
furnished to respondents prior to the due date, proposals shall be considered withdrawn and the process shall be re-
initiated without further discussion.

Protest of Contractor Selection or Contract Award
Any actual Proposer who is aggrieved in connection with the selection of a Contractor or award of the contract or
proposal may submit a protest to the Purchasing Agent. The protest will be submitted in writing within seven (7)
calendar days after such aggrieved person knows or should have known the facts which give rise to the
protest. The protest must set forth in specific terms the alleged reason the Contractor selection or contract award is
erroneous. Any protest addressed to the Mayor or City Council will be referred to the Purchasing Agent.

Submit award protest to:
Tina McBride
City of Boise Division of Purchasing
Fax: (208) 384-3995
E-mail: tmcbride@cityofboise.org

Public Records/Confidential Information
The City of Boise is a public agency. All documents in its possession are public records. Proposals are public
records and, except as noted below, will be available for inspection and copying by any person. If any Proposer
claims any material to be exempt from disclosure under the Idaho Public Records Law, the Proposer will expressly
agree to defend, indemnify and hold harmless the City from any claim or suit arising from the City's refusal to
disclose any such material. No such claim of exemption will be valid or effective without such express agreement.
The City will take reasonable efforts to protect any information marked "confidential" by the Proposer, to the extent




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                              Request For Proposal RFP 09-014 Application



permitted by the Idaho Public Records Law. Confidential information must be submitted in a separate envelope,
sealed and marked "Confidential Information" and will be returned to the Proposer upon request after the award of
the contract. It is understood, however, that the City will have no liability for disclosure of such information. Any
proprietary or otherwise sensitive information contained in or with any Proposal is subject to potential disclosure.

Stop Work Order
Any “Stop Work Order” given to Awarded Proposer will cause all physical work to stop and a complete cessation
of all expenditures, ordering of materials, etc., on the part of the Awarded Proposer and/or his assigns.

Disadvantaged Business Enterprises (D.B.E.)
D.B.E. firms and business enterprises are encouraged to submit a proposal. Women owned and minority owned
firms are encouraged to submit a proposal. The City actively encourages any proposals by D.B.E. firms for goods
and services for the City.

The City of Boise reserves the right to reject any and all proposals, to waive any irregularities in the proposals
received, to award on an "each item" basis (however, the Proposer may indicate "all or none"), and to accept
the proposal deemed most advantageous to the best interest of the City of Boise.

General
This purchase is for Professional Enterprise Application Engineering Services to prepare bid for an enterprise level,
citywide risk management information system for the City of Boise. A single vendor, or multiple vendors, may be
chosen to provide the services as outlined within this request for proposal. Qualified vendors are invited to submit
a proposal in the format outlined in this Request for Proposal (RFP), firms may submit proposals for any portion /
main section/ lines of business individually or for the entire project. Boise City reserves the right to award
individually by section/line of business, or award the full project to any one vendor.

Price Hold Period
The prices submitted for this bid will be held and guaranteed by the Consultant for one year commencing with the
date of award.


                                          Request for Proposals
                        Enterprise Risk Management Information System (Citywide)

Boise City respectfully requests proposals for Professional Enterprise Application Engineering Services to
prepare bid for an enterprise level, citywide risk management information system for the City of Boise. The
selected vendor must have completed, from conceptual design through construction, a minimum of three (3)
other similar projects and provide information about each project individually. The City reserves the right to
award on the written proposals only.

Written proposals, three (3) paper copies and three (3) copies on CD will be received at the Boise City
Purchasing Division, 150 N. Capitol Blvd., 1st floor, Boise City, Idaho 83702. Proposals must be received
before 2:30 P.M. Local time on 11/12/2008. Proposal No. RFP 09-014 Enterprise Risk Management
Information System (Citywide). If mailed, the address is:

City of Boise Purchasing
150 N. Capitol Blvd
Boise Idaho 83702




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                            Request For Proposal RFP 09-014 Application



1.3 Definitions (alphabetize)
   •   Accident rate- number of recordable injuries multiplied by 200,000 divided by number of worked
       hours
   •   Actuary Process- The statistical calculations performed on insurance information conducted by
       evaluating and reviewing the potential for future claims costs. This is done by using risk factors based
       off experience tables generated from the City’s claims history and then using this information to
       determine rates and rating methods.
   •   AED- Automated external defibrillator
   •   CAPA- Corrective Action Preventative Action
   •   Claims cost- Direct charges for medical care, diagnostic studies, legal fees, impairment, physical
       therapy, chiropractic care, medication, and compensation for lost time.
   •   COPE – Construction Occupancy Protection and Exposure
   •   Dashboard- Reporting capability for executive level / senior department managers containing pre-
       selected graphs, tables, other reporting information
   •   Diary- Work history management tool allowing for any communication relating to an incident to be
       tracked including all relevant dates, tasks, and events
   •   ERIC RMIS- Third Party Administrators RMIS system used by Intermountain Claims
   •   HIPAA- Health Insurance Portability and Accountability Act (AKA HIPPA)
   •   Incident- Any untoward event that may or may not have involved injury or illness to an employee.
   •   Indemnity claim-Employee incident requiring medical attention resulting in lost time. A.K.A. “Lost
       Time Claims”
   •   Intermountain Claims- City of Boise’s current third party administrator(TPA)
   •   Light Duty- Position that meets doctors work restrictions as required for an employee
   •   Lost days-Number of days claimant receives workers compensation income benefits
   •   Medical claim- Employee incident requiring medical attention beyond first aid
   •   MSDS – Material Safety Data Sheets
   •   MVA- Motor vehicle accident
   •   NAICS- North American Industry Classification System; six digit code sequence on job titles etc.
   •   NCCI-National Council on Compensation Insurance; used for reporting specific injury / body injuries
   •   Near miss- Any untoward event that did not involve injury or illness.
   •   Novell GroupWise- City of Boise Novell email system
   •   OCR- Optical Character Recognition
   •   OSHA- Occupational Safety and Health Administration
   •   OSHA Recordable-Includes only incidents meeting the following criteria; All work related deaths,
       work related injury or illness involving loss of consciousness, restriction of work or motion, transfer to
       another job, medical treatment other than first aid, & needle stick
   •   PeopleSoft- City of Boise’s Human Resources Management System (HRMS) and Financial
       Management System (FMS)
   •   PPE- Personal Protective Equipment
   •   Recoveries- Pursuit of return monies from subrogation or restitution
   •   Restitution- recovery monies from legal proceedings
   •   SCBA- Self Contained Breathing Apparatus
   •   SLA- Service level agreement
   •   Subrogation- Litigation to recover monies from non-city entities
   •   Third Party- Defined here as non-city employee or entity.
   •   Third Party Claims Administrator (TPA): Intermountain Claims or its successor
   •   TORT claim- City at fault claims resulting in money paid to non-city entities
   •   TPA – Third Party Claims Administrator
   •   WC Apps- City’s proprietary Workers compensation database. Data resides in Microsoft Access 2003.



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                         Request For Proposal RFP 09-014 Application



1.4 Background/Historical information

The division of Risk Management and Safety Services is composed of several service units handling
integrated functions. The service units include Risk Management (liability, property, bonds, and
other miscellaneous coverage), Insurance, Safety, and Workers Compensation. These service units
work together to make Boise “the most livable city in the country” by proactive risk management
activities, fostering a safe work environment and safe work practices, encouraging compliance with
applicable State and Federal safety laws and regulations; providing training in safe workplace
practices, rules and regulatory requirements, and many other areas; and providing workers’
compensation coverage for on-the-job injuries, and insurance coverage for liability exposures and
property damage, efficient management of workers’ compensation and liability claims, emergency
preparedness, and working cooperatively with all departments to promote safe and healthy settings
and services for citizens and visitors to the City of Boise.

Core services provided by the Risk Management and Safety Services division include among other
things:
    • Risk Management Administration (Acquire insurance, claim management, payments, etc.)
    • Safety Administration (Bill payment, incident/event and claim management, safety supplies,
        etc.)
    • Workers Compensation Administration (Bill Payment, claim management, Return to Work
        Program, etc.)
    • Property and Facility management (Valuations, risk assessments, inspections, insurance policy
        tracking, claim management, etc.)
    • Training (Development, Instruction, Tracking, etc.)
    • Consultation & Research
    • Incident Investigations
    • Inspections / Audits / Boilers & Pressure Vessels, Elevators Regulatory Compliance
    • Regulatory Compliance Functions
    • Documentation and Records Control
    • Emergency Planning, Implementation and Testing (Organization and community-wide)
    • Reporting and Analysis
    • Safety and Health Programs Management (Industrial Hygiene, Respiratory, Confined Space,
        Hearing Conservation, Hazard Communication, Lock-out/Tag-out, Fire Prevention, Infectious
        Disease Control, AED Public Access program, Fire Extinguishers, Ergonomics, etc.)
    • Contract administration (Preferred Provider, Third Party Provider, AED Oversight Physician,
        Workers’ Compensation Excess Insurance, Risk Mgmt Excess Insurance, Fire Extinguisher,
        AED Purchases, etc.)
    • Citywide Committees
    • Citywide Training Council participation
    • Department Safety Committees
    • Protection of Public on City facilities
    • Establish public and private partnerships and interagency coordination related to risk
        management, workers compensation, safety, health, and emergency management
    • Customer service to the public (special event insurance, claim contacts, safety questions and
        follow-up, incident investigations)




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                           Request For Proposal RFP 09-014 Application



                       Risk Management and Safety Services Organization Chart:


                                         Safety /Risk
                                          Manager




                                       Safety Manager /
                                        Assistant Risk
                                           Manager




 Senior Accounting         Systems Analyst             Workers             Safety and Training
    Specialist                                       Compensation                Officers
                                                     Administrator               (Qty 2)




City of Boise respectfully requests proposals for Professional Enterprise Application Engineering
Services to prepare bid for an enterprise level, citywide risk management information system for the
City of Boise. We hope to implement a Web-based Citywide Risk Management System/Database
(includes Risk Management, Liability, Legal, Workers’ Compensation, Safety and Health
functionality). The system will provide Citywide input of incidents, events, injuries, hazards and
unsafe conditions, inspection information (property, boilers, elevators, AEDs, facilities, fire
extinguishers, unsafe behaviors, etc.), and investigation data. Accountability and workflow for
preventative and corrective measures will be automated, streamlining management and providing
audit trails and reducing liability. Occupational Health and Industrial Hygiene data (immunizations,
respiratory, hearing, IAQ, etc.) will be tracked centrally improving confidentiality and conformance
to regulations. Risk Management and Workers’ Compensation claim management will be enhanced
by improving analysis and reporting capabilities, utilizing real-time data, reducing double entry,
reducing multiple document locations and formats, and data sharing data with Third Party Claim
administrator and City’s Employee Resource Management System.
The selected vendor must have completed, from conceptual design through construction, a minimum of three
(3) other similar projects and provide information about each project individually.
This RFQ will focus on the implementation of a risk management information system to address the city’s
needs.

1.5 Current Risk Management and Safety Services departmental systems




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                             Request For Proposal RFP 09-014 Application



1.5.1 WC APPS:
     The WC Apps Microsoft Access 2003 application is the City of Boise’s incidents, workers compensation
and liability claims management system. This home grown application was developed in the early 1990’s and
is used to track a manually created case number, Employee’s department ID code, Employee name, dates,
descriptions of injuries, doctors visits (Y, N), employment status (full time, part time, seasonal, etc), Currently
the system contains roughly 8000 claim records.
The WC Apps application is used to create the injury by department report which shows injury count, claims
count, medical expenses, reserves and OSHA recordable totals for specific departments.
1.5.2 PeopleSoft HRMS & FMS
     Currently on version 8.8 the City uses the PeopleSoft HRMS system to track/report/access employee
specific data such as; employment status, work hours, name, department, job title & codes, pay scales, learning
management, etc. The PeopleSoft FMS system allows us to track/report/access data such as financial
transactions, account management, money transfers, reimbursements, purchase orders; check writing, recovery
monies etc. Both the HRMS and FMS PeopleSoft systems reside on SQL server databases and are accessed
using the PeopleSoft web client.
1.5.3 WASP Inventory control
     This inventory management application will be used by Risk Management and Safety Services to track and
distribute physical equipment and training supplies to City Departments as a part of the City’s occupational
health and safety services. For more information about this system please visit the website of the manufacturer
here http://www.waspbarcode.com/inventory_control/
1.5.4 ERIC RMIS
     This RMIS system is owned and managed by the City’s TPA, Intermountain Claims, and accessed by the
Risk Management and Safety Services department to view all aspects of workers compensation and liability
claims management. It is our intention to integrate the proposed system with the ERIC RMIS application. The
ERIC RMIS system data is stored in SQL tables. We currently view the data stored in the ERIC system using a
Citrix connection to our TPA’s internal network.
1.5.5 Fit Test Database
     This Microsoft Access application is used to track and certify employees for respirator usage. The city may
investigate how to migrate this data for leverage within the proposed RMIS System if applicable to the city’s needs.

1.5.6 Fleet Management system to be implemented in FY 08 – FY 09
    Citywide fleet management software called “Faster”. Utilized to manage the city’s vehicles. Unknown
interaction and opportunity may present itself in terms of city vehicle information and department characteristics
which could be leveraged within the RMIS solution once system is fully implemented or brought online.

1.5.7 Automated Electronic Defibrillator Tracking Database (AED)
    Currently a mix of Excel spreadsheets and Microsoft Access is used to track weekly AED checklist activities as
well as AED audit activities moving forward. Still within its development phases, the city may investigate how to
migrate this data for leverage within the proposed RMIS System if applicable to the city’s needs.

1.5.8 MSDSOnline* Services (Online database service)
    Online database solution / service to provide coverage for federal requirements regarding Material Safety Data
Sheets for chemicals throughout the city. The current new service provides online access to information that may
need to be ported or captured for Safety Services.




1.6 Relevant Dates and Schedule
    A. RFP Published Oct 7th 2008




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                              Request For Proposal RFP 09-014 Application



    B. Clarification/Submittal deadline Nov. 5, 2008 @ 5:00 P.M. Local Time
    C. Proposal due date Nov. 12, 2008 @ 2:30 P.M.


2. Technical Specifications

2.1 Scope of Work
The City of Boise is seeking to implement a full featured enterprise level Risk Management Information System
(RMIS). Proposed RMIS must support both claims and policy administration functions of the risk management
program. The claims module is required to be user friendly and must accommodate the entry of information
processing of claims, diary entry, generation of correspondence, payment of claims and costs. It must have robust
reporting capabilities for loss control analysis and financial information. It is required that the proposed system be
web based. The RMIS system must allow for agency entry of schedules and values needed for underwriting
insurance coverage for certificate requests and tracking. These attributes will enhance the accuracy in which the
City’s inventories and assesses the City’s assets. The system will manage the subsequent placement and
maintenance of property and casualty insurance and self funded coverage for the City of Boise, and it will provide
efficiencies in the way that claims against the City are administered and insurance transactions analyzed. It also
desired that the system facilitate the ability to manage the city’s health and safety services programs which includes
employee and/or facility management in terms of such items as: audits, certifications, investigations, CAPA, and
inspections.

The City of Boise is looking for an ‘off the shelf’ system with minimal feature customizations to accommodate the
unique needs of the City.

The City of Boise currently uses a number of various systems supplemented by paper driven processes to manage
Risk and Safety Services. We are looking for an integrated RMIS system that will seamlessly integrate and
automate manual processes currently being used in the business environment. Allow for enhancements of our
information management data analysis and reporting.

Based on the City’s evaluations of the RFP responses multiple products or solutions may be selected from one or
more vendors to meet the business needs detailed in this RFP. Qualified vendors are invited to submit a proposal in
the format outlined in this Request for Proposal (RFP); firms may submit proposals for any portion / main section/
lines of business individually or for the entire project. Boise City reserves the right to award individually by
section/line of business, or award the full project to any one vendor.




2.2 Requirements & Feature Set Overview Table




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                                  Request For Proposal RFP 09-014 Application



Your responses are to be organized according to the chart that follows. Provide detailed explanations and
descriptions in the in the details column of your submitted proposal. Address all items completely. Indicate if a
section item or feature requested is available as either part of the base system, a cost added module, or custom
programmed solution by marking “Yes” in the appropriate column. If the feature within the section item does
not apply to columns “Base Solution”, “Cost added”, “Custom development”, or “Future development”, mark
them as not applicable (N/A). Any column left blank will be considered non responsive.

        Section Item:                           Base           Cost added     Custom           Future            Details &
                                                Solution:      module:        development:     development:      descriptions
                                                                                                                 Column:
        Section Item:                           Is this        Is this        Does this        If this feature   Provide detailed
                                                feature        feature        feature          is not            descriptions.
                                                included       considered a   require          available are     Vendor is to
                                                with the       cost added     custom           you               elaborate with
                                                base           module to      programming      considering it    comments,
                                                solution       the base       to the base      for future        examples and full
                                                (Yes, No, or   solution       solution (Yes,   development(      explanations with
                                                Not            (Yes, No, or   No, or Not       Yes, No, or       enough
                                                Applicable)    Not            Applicable)      Not               information to
                                                               Applicable)                     Applicable)       adequately rate
                                                                                                                 your response.
        2.2.1 Incident and Claims Management (includes incident, workers compensation, & liability) - MANDATORY
    1   For incident initiation does your
        system include the ability to
        generate web based forms?
    2   Can incidents be generated and
        submitted from web based forms?
         In addition, how is an incident or
        claim generated, interview entry
        format or full flat file and fill out
        fields? Furthermore, who is able
        to generate or submit an incident
        or claim? i.e. administrator or
        generic account (employee signs
        in anonymously who is hurt
        simply logs on and submits)
    3   Does your application provide
        workflow that helps to identify
        and manage Corrective Action
        Preventative Action (CAPA) with
        delegation and management down
        to the employee level?
    4   Describe the incident / event
        tracking workflow capabilities and
        highlight key aspects.
    5   Can audits be run against data
        collected on an ad hoc basis i.e.:
        online incident initiation forms?
    6   Explain what diary capabilities
        your system includes. Diary
        capabilities include the tracking of
        all correspondence, email, phone,
        paper forms, work history, notes
        etc. pertaining to the
        incident/event and/or claim




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                               Request For Proposal RFP 09-014 Application



     Section Item:                           Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
7    Does the application allow the end
     users to open multiple instances of
     claims, incidents, etc.
8    Can claim information be
     automatically routed to pre-
     defined personnel based on claim
     events?
9    Does the system have checks and
     balances to keep users from
     submitting incomplete forms?
10   Does the system provide electronic
     signature functionality for
     incident/event initiation
     processes?
11   Describe in detail the ability of the
     system to comprehend Adjuster
     Notes; Adjuster notes refers to all
     correspondence conducted by the
     City’s third party adjuster (Eric
     System)
12   Provide detailed explanation of
     any automatic system delegation
     and escalation capabilities for
     incident/event management.

13   Describe functionality of data
     query dashboard reporting
     capabilities.
14   What capabilities do you have to
     track and log OSHA recordable
     workers compensation claims?
     Furthermore, how can the system
     be used to help classify if an injury
     is recordable or not?
15   Can the system Idaho generated
     first reports of injury (IC1 form)
     be attached to the claim record?
16   How can we capture hard/soft
     copies of medical correspondence?
     Moreover, explain how phone,
     email, fax, and other
     communications are managed and
     tracked with the workers
     compensation claim, and liability
     claims.
17   Describe workers compensation,
     liability, financial, and risk
     auditing capabilities we will have
     with the proposed system
18   Describe how an employee could
     initiate a workers compensation
     claim using available online forms
     leveraging required data fields,
     event driven notifications, and
     automated workflow.




                                                          14
                               Request For Proposal RFP 09-014 Application



     Section Item:                           Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
19   Does your system contain Idaho
     Industrial Commission
     information? i.e. required forms,
     reports, and documents.
20   OSHA recordable information;
     Can this information be used in
     our Incident and Workers
     compensation management
     processes?
21   Does system include or provide
     ability for dual code based
     identifiers based on NCCI and/or
     ANSI standards for body parts,
     nature of injury, causation, event,
     and cause/action of a claim as well
     as ability to track and report on the
     specific criteria? i.e. body parts
     like shoulder, back, arm, etc.
     identifiable as a code value;
     nature of injury such as fall, slip
     or trip; cause / action such as wet
     surface, operator error, faulty
     equipment
22   Describe how and what data can
     be captured during an incident
     regarding workers compensation
     and/or liability investigation
23   Describe how we can update and
     modify internet online electronic
     forms


24   Describe how we can track
     transitional work management
     such as “light duty” or time off
     resulting from a workers
     compensation injury.
25   How does your solution comply
     with HIPAA regulations?
26   How can the system auto notify
     and transfer required claim data to
     our TPA when new claims are
     entered?
27   Can claim numbers be auto
     generated based on this criteria;
     department code, fiscal year and
     an auto incremented number.
     Elaborate on the systems process
     for assigning claim numbers.
28   Does the application perform the
     following; Bill re-pricing to usual
     and customary, Statutory fee
     schedule application, Comparison
     of treatment against patterns of
     treatments; apply any statutory
     care requirements such as precepts
     or limitations or treatments.




                                                          15
                               Request For Proposal RFP 09-014 Application



     Section Item:                          Base        Cost added   Custom         Future         Details &
                                            Solution:   module:      development:   development:   descriptions
                                                                                                   Column:
29   Can the application track; Total
     Lost Time, Total Light Duty time,
     Total Days lost and restricted by
     claim and across claims,
     Numerous instances of lost time
     and/or restricted duty time, Notes
     for Light Duty case manager.
30   Does the system provide the
     capability to engage with litigation
     services? Elaborate on ability to
     interface legal aspects of Workers
     Compensation and/or liability
     complaints: tracking, managing,
     reporting etc.
31   What financial reconciliation
     features are included with your
     system.
32   What capabilities does the
     proposed solution have to manage
     and track TORT claims?
33   What indemnity claims processing
     and data entry features does your
     system include?
34   What functionality does your
     solution encompass to manage
     subrogation and/or restitution
     activity when dealing with
     recoveries processes? i.e. non city
     employee at fault claims requiring
     recoveries
35   What liability claims management
     interfaces does your system
     provide with Third Party
     Administrator applications?
36   How does the system differentiate
     between an event, an incident, and
     a claim, as well as different types
     of claims? (workers compensation,
     liability, etc)
37   How does your system prevent
     duplicate claim entries or notify
     personnel of possible duplicates
     and invalid entries?

38   Explain the process of upgrading
     an event/incident to a claim.
39   Does the application have the
     following diary control
     functionality; Daily to-do list,
     automated diary review reminders
     (30,60,90 days), User defined
     automatic payment diary, Personal
     pull up calendar.




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                                Request For Proposal RFP 09-014 Application



     Section Item:                           Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
40   Is there an automatic prompt when
     events occur such as; Status report,
     court dates, statutory dates, or
     when temporary disability is due if
     more than ‘X’ number of days of
     lost time has occurred, Claims
     action plans, Litigation claims,
     etc.?
41   Can the application designate late
     or missed diaries?
42   Can the application designate late
     or missed diary’s to the next level
     of supervision?
43   Can remote users utilize the diary
     function to place diary dates
     independent of the adjuster or
     supervisor?

44   Does the application have the
     following;
     subrogation/contribution
     accounting functionality
45   Does the application utilize
     accounting functions to
     accommodate credits and refunds
     without affecting the total amount
     paid?
46   Do credits affect the reserves
     pending?
47   Does the application allow for
     hierarchical reserve authorization?
48   Does the application allow for
     hierarchical payments
     authorization?
49   Does the application have the
     ability to issue vouchers or track
     non-monetary type transactions?
50   Can the application record
     manually issued checks?
51   Can the application accommodate
     positive pay and bank
     reconciliation?
52   Is there a limit to transaction types
     of payments and reserves?
53   Does the system allow for
     payments request to be approved
     by a supervisor?
54   Is there a safeguard against issuing
     a payment that exceeds the
     reserves?
55   Can a payment request be input for
     a future release?




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                               Request For Proposal RFP 09-014 Application



     Section Item:                           Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
56   Can more than one payment type
     code be included in a single
     payments request?
57   Can the application track litigation
     costs by elements such as F&A,
     F&O, C&R, etc.?
58   Can the application track historical
     billing records (fees paid) by
     attorney, health provider, or other
     service?
59   Can the application (through
     security or other methods) build a
     “firewall” to separate non-
     discoverable information, or to
     isolate sensitive claims from being
     reviewed by anyone other than the
     adjuster, supervisor or other
     specified people?
60   Can the application develop a
     litigation “knowledge base”
     (reference to previous similar
     cases) to track litigation results by
     items such as venue, judge/court,
     plaintiff/defense attorney, etc?
61   Does the application track all
     litigation on a claim specific
     basis?
62   When a claim is re-opened does it
     carry forward the last paid
     amount?
63   Does the system feature an on
     screen calculator?
64   Does the system provide a stop
     payment, void, and cancelled draft
     feature?
65   Can the system generate any
     statutory work comp forms? List
     by state.
66   What auditing features do you
     provide with liability and claims
     management?
67   Can the system leverage North
     American Industry Classification
     System (NAICS) codes? Describe
     how system would use or
     implement NAICS codes




                                                          18
                               Request For Proposal RFP 09-014 Application



     Section Item:                           Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
68   Provide information on system
     capabilities regarding electronic
     records keeping and electronic
     reporting of records to Idaho
     Industrial Commission – Is it
     functionally capable of supporting
     electronic records requirements
     soon to be required by Idaho
     Industrial Commission
     2.2.2 Safety And Health Management (includes equipment/Asset management) - MANDATORY
69   Employee safety and health
     certification tracking capabilities
     i.e.: respiratory, CPR, etc.
     Describe in detail the capabilities
     of the system to track employee
     safety and health certifications
     such as respirator fit testing, CPR
     certifications, hearing program
     certifications, forklift or other
     heavy machinery certifications or
     equipment operations, confined
     space entry certifications, etc.
70   How could we track and schedule
     employee training leveraging auto
     notifications.
71   Employee health tracking i.e.:
     health evaluations, fitness test,
     inoculations, immunizations, etc.
72   OSHA and other compliance
     program tracking for Safety and
     Health management i.e.: PPE,
     workplace safety equipment,
     proper signage.
73   Elaborate on systems capabilities
     regarding automated workflow
     processing for Safety and Health
     management with key emphasis on
     auto delegation and escalation
     workflows
74   Physical site inspections data
     tracking using mobile devices
75    Does the proposed solution
     support HIPAA security
     requirements, including personal
     data, patient records, access,
     document/data disposal, and
     unique identifiers?
76   The system must have the ability
     to provide and must contain / load
     Construction Occupancy
     Protection and Exposure (COPE)
     tracking information and
     capabilities as part of base solution




                                                          19
                                Request For Proposal RFP 09-014 Application



     Section Item:                            Base        Cost added   Custom         Future         Details &
                                              Solution:   module:      development:   development:   descriptions
                                                                                                     Column:
77   Describe the Audit and inspection
     capabilities the system possesses
     for equipment, assets, personnel,
     programs, and/or systems

78   CAPA- Describe what audit
     capabilities exist that are related to
     Corrective Action And Prevention
     and the auto delegation and
     escalation workflows with
     reporting capabilities
79   Inspections: How does this
     application/system provide the
     ability for automated inspection
     activities (data entry, facility
     inspections, CAPA completion,
     documentation, approvals,
     reporting)
80   Equipment and facility audits,
     and/or inspection capabilities
81   Equipment certification tracking
82   Describe in detail the ability of the
     proposed system to manage and
     track hazards within the workplace
     or for City assets I.E. facilities,
     equipment, property, processes,
     and chemicals
83   Equipment calibration tracking
84   Auto notification for work order
     and preventative maintenance
85   Facility inspections management
86   What capabilities exist for bar
     code integration in order to
     conduct inventory management +
     equipment inspections
87   Elaborate if system has ability to
     integrate or has ever been
     integrated with a Fleet
     Management application
88   Describe the system's ability to
     provide equipment characteristic
     tracking
89   Can the application provide asset
     tracking (listing property,
     identification numbers and values)
     capabilities for buildings, vehicles,
     equipment, boilers, etc.?

     2.2.3 Data Analytics And Reporting -MANDATORY
90   Describe the systems incident
     management reporting capabilities
     as well as describe the systems
     audit capabilities as it relates to:
     Claims incidents, and events




                                                           20
                                Request For Proposal RFP 09-014 Application



      Section Item:                          Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
91    Describe your data query
      capabilities
92    Can the application calculate and
      report on days lost due to OSHA
      recordable events, and can it
      calculate OSHA recordable rates
      and other similar statistics?
93    Can the application interface with
      a third-party report writer such as
      Crystal Reports and/or Business
      Objects?
94    Can the application import and/or
      export information to Microsoft
      Office applications and formats
      such as Excel, Word and
      PowerPoint, PDF, comma
      delimited, CSV?
95    Are all data elements including
      custom data fields available
      through the report writer? If not
      how are these fields accessed? Are
      there fields that can not be
      accessed? If so list these fields.
96    Does the application allow the
      user to define a cost allocation
      formula and then develop a cost
      allocation report, based on
      incurred, paid or reserves,
      expenses, policy premium,
      exposure and location
      information?
97    Can the application produce a
      report to forecast future period
      claim payments based on current
      open claims and historical
      experience for budgeting and
      forecasting purposes?
98    Using your RMIS application can
      we track claims by City
      department, City division, and
      City employee for trend
      forecasting, job titles type,
      causation, or classification?
99    Are the reporting functions highly
      configurable by end users or are
      changes made / required to be
      made by vendor?
100   Can the proposed RMIS provide
      forecasting as part of its core
      solution?
101   Describe the benchmarking
      capabilities that exist to cover the
      following liability and Workers
      Compensation metrics:
      Liability – Average cost per claim,
      percentage of open claims,
      average claim duration, frequency




                                                          21
                                Request For Proposal RFP 09-014 Application



      Section Item:                           Base        Cost added   Custom         Future         Details &
                                              Solution:   module:      development:   development:   descriptions
                                                                                                     Column:
      rate (per 10k citizens), type of loss
      percentage, average reporting lag
      time, percentage of litigated
      claims
      Workers Compensation – average
      cost per claim, annual cost per full
      time employee, frequency rate per
      100 employees, percentage of
      open claims, percentage of annual
      indemnity claims, average
      reporting lag time, percentage of
      claims by body part, average claim
      duration, percentage of litigated
      claims, workers compensation
      costs as percentage payroll (see
      section 7.3.1 for additional
      information)
102   Does the system provide NCCI
      reporting capabilities?
103   Explain the capabilities of auto
      distribution via email or electronic
      file transfer for scheduled reports
      to; division heads, department
      heads, individual users, network
      folders.

104   Is 1099 report issuance built in?


105   Is data immediately available for
      query upon input?

106   Can these remote user reports be
      saved and placed on a repetitive
      diary for future updates?
107   Can the system provide a holistic
      view of an incident containing
      multiple claims? i.e.: hail storm
      damaging multiple city vehicles
      and causing bodily injury to
      employees and non employees.

108   Will the application allow remote
      users to develop reports
      independent of adjusters or
      supervisors?

109   Can the application access any
      data field within the system to
      include in an ad hoc report?
110   Does the application have
      standardized reports already
      created for users?




                                                           22
                                Request For Proposal RFP 09-014 Application



      Section Item:                          Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
111   Does the application include a
      user-friendly report writer for ad-
      hoc requests based on injuries,
      body parts (e.g., click/drop/drag
      navigation with no need to build
      formulas or macros)?

112   Describe system capabilities
      regarding trend analysis on all
      claim types, and near misses
      present?

113   Describe the trend analysis
      capabilities on the following; Zip
      Code, injury code, work hours,
      shifts, department/division,
      payroll, location, injury type, work
      activity, body part, division,
      department, causation, job title,
      etc..


      2.2.4 Technical, Security, Support, And System Specifications -MANDATORY
114   Can the vendor provide
      programming support to assist in
      data conversion from various
      applications and/or data sources,
      to include conversion in detail by
      claim, including historical
      transaction records such as;
      Financial payments, reserves and
      recoveries, Dates including; close
      dates, open dates, receive dates,
      etc. Claim details, Adjuster notes,
      Loss definition codes (cause of
      loss, body part, etc.), Data
      elements in user defined or
      customized fields which may not
      currently exist in vendor’s
      application, Physical document
      conversion to electronic formats
      i.e.: OCR scanning formats.
115   Are the conversion services
      offered by the vendor “scalable,”
      (i.e., can XXX decide if certain
      data fields will be imported in
      either detailed or summarized
      amounts and text, or a mixture of
      detail and summarized
      information?
116   Do you provide data conversion
      services from legacy Microsoft
      Access databases?
117   What XML support exists within
      your system?




                                                          23
                               Request For Proposal RFP 09-014 Application



      Section Item:                         Base        Cost added   Custom         Future         Details &
                                            Solution:   module:      development:   development:   descriptions
                                                                                                   Column:
118   Robust interface with other SQL
      based information systems
      currently in use; PeopleSoft, Fleet
      Management software, Onbase,
      WASP mobile inventory systems

119   What integrations does your
      system provide for the Novell
      GroupWise email system and for
      Microsoft Outlook? Can the RMIS
      system update and schedule using
      GroupWise and Outlook email
      calendars, send high priority
      emails (emails highlighted in red
      text), etc. Emphasis on GroupWise
120   Does your system allow for
      complex business rules and
      workflow design by super users or
      in house administrators (City
      staff). Elaborate.
121   Describe your workflow engine
      and business process integration
      capabilities. Elaborate
122   Is the solutions code open source
      and do you provide a data
      dictionary with the SQL
      Database? Please elaborate
123   Can the application validate third
      party data?
124   Single sign on capability LDAP,
      Novell E-Directory, Microsoft
      Active Directory
125   Can the application merge claim
      file information (i.e.: name,
      address, date of loss, etc) into a
      word processing template stored in
      a supporting application?

126   Does your system support Open
      Database Connectivity (ODBC)?
127   What Third Party Administrator
      (TPA) interoperability and
      integration capability does your
      system offer with the ERIC*
      RMIS database system?
128   Briefly describe your system
      architecture. Elaborate on what
      constitutes the base system and if
      applicable, what are the separate
      modules. Furthermore, describe
      the integration between modules
      that exist within the system.




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                                Request For Proposal RFP 09-014 Application



      Section Item:                          Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
129
      What types of line of business
      applications (HRMS, corporate
      networks, ERMs, etc.) is your
      system integrated with?
130
      Detail what experience your
      solution has with integrating to
      WASP Mobile inventory systems.
131
      Detail what experience your
      solution has with integrating to the
      Eric RMIS System.
132
      Detail what experience your
      solution has with integrating to
      Fleet Management systems.
133   Detail what experience your
      solution has with seamless
      integrating to the following SQL
      based applications; PeopleSoft
      FMS & HRMS variations
134   What PeopleSoft* interfaces are
      provided within your system to
      access employee wages, benefits
      data, fund transfers,
      reimbursements, or check and/ or
      electronic money processes?
135   Does this system have a
      standardized data export and
      import mechanism?
136   Can we cut and paste data from
      other text based applications?
137   If our network infrastructure
      (hardware, software) meets your
      recommended minimum
      specifications will large system
      reports and data queries negatively
      affect the performance of the
      system for other users?
138   Describe your mobile solutions
      with regards to auto notifications,
      smart phones, PDA’s, wireless
      laptops, inventory wands, etc.

139   Do you offer a turn key, out of the
      box solution which includes
      warranty & repair coverage on
      hardware?
140   Does system provide user defined
      fields, menus, screens and/or start
      pages, forms, function keys, flow
      charts, workflows and/or process
      flows, or other web accessed or
      data entry schema?




                                                          25
                                Request For Proposal RFP 09-014 Application



      Section Item:                          Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
141   Can your system limit access to
      and/or restrict functionality such
      as accessing, displaying,
      downloading, modifying, or
      printing of confidential data
      elements, files, form fields, and/or
      areas within the system?
142   Can claims, defined by the users,
      be blocked from view by others,
      based on certain security levels or
      claim “type” definitions?

143   Does the application have
      protection to prohibit unauthorized
      users from “hacking” into the
      system by modem or other means?

144   Can certain claim information
      (such as adjusters’ notes) be
      blocked from view by others?
145   Granular security / user ID and
      user group based security rights
      and privileges. Elaborate.
146   Can the security/authority profile
      be changed easily by a user, such
      as the administrator, and then
      duplicated and modified to provide
      for efficient addition of new users?

147   Does the application have a
      separate module, accessed by only
      certain individuals, to set
      security/authority for users?

148   Does the application allow the
      “administrator” to set authority
      levels for items such as setting
      reserves, requesting payments and
      crediting recoveries or refunds?

149   Can the application track and
      report on the frequency of user
      logons/authorizations by user ID
      number?

150   Can your system be programmed
      for a Fiscal year beginning
      October 1st?
151   Is your system compatible with
      SQL server (2000, 2005), and IIS
      Server 6.0?
152   How many databases are
      recommended? Are there
      production, test and development
      environments as delivered?




                                                          26
                                Request For Proposal RFP 09-014 Application



      Section Item:                           Base        Cost added   Custom         Future         Details &
                                              Solution:   module:      development:   development:   descriptions
                                                                                                     Column:
153   Describe web presence, GUI
      interfaces & capabilities.
154
      Describe your integrated disaster
      recovery capabilities and data
      backup recommendations?
155   Describe system maintenance
      routines required; weekly,
      monthly, yearly.
156   Are the archiving and purging
      capabilities established functions
      within all applications of the
      vendor’s software? Discuss the
      systems purging capabilities and
      any automation in this aspect.
157   If present, describe what fully user
      customizable interfaces exist such
      as dashboards and / or portals
      dependant on type of account is
      logged into system? i.e.
      administrator, department heads,
      legal teams, etc. Moreover, can
      the system provide fully
      customizable dashboard views
      based on login criteria and/or user
      groups?
158   Automated event driven
      notifications based on preset and
      adjustable thresholds. i.e., specific
      body part injuries, specific
      facilities, departments.
159   Detail the server hardware and
      software required for an installed
      solution (List minimum &
      recommended system
      specifications)
160   Detail the desktop hardware and
      software required for an installed
      solution (List minimum &
      recommended system
      specifications)
161   If offered describe your hosting
      facility in terms of security,
      disaster prevention/recovery, and
      availability.
162
      Describe your system’s capability
      to scale and support large numbers
      of concurrent users.
163   How frequently do you release
      system patches and system
      upgrades? Who is responsible for
      installation of the patches and
      upgrades?
164   Are the system upgrades and
      revisions optionally provided?




                                                           27
                                Request For Proposal RFP 09-014 Application



      Section Item:                          Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
165   What is the procedure for
      implementing system upgrades?
166
      Can all fields have drop down data
      elements? Can we add/remove and
      modify data elements?
167   Is there a spell check option built
      into the application?
168   What are the maximum character
      length limitations of data entry
      fields?
169   Is there a system wide audit trail
      based on User ID, date, time for
      all system interactions and
      activities?
170   Can notes be printed as single
      notes, all notes, or a range of
      notes?
171   Provide the average key
      performance measurements for;
      accessing documents, accessing
      forms, saving work, developing
      reports, running reports, data
      query's, load time, etc.
172   Are previously saved comments
      write protected? What is the
      process for changing previously
      saved notes?
173   Upon finalized purchase of the
      RMIS application does the City of
      Boise own the application and the
      data it contains?
174   If we decide to discontinue paying
      the annual Software
      Assurance/Maintenance for the
      software package are we allowed
      to continue using the application
      as is with no future software
      assurance and maintenance?
175   What are the document
      import/export functions
176   Where are the attached documents
      stored (in the database, on a file
      server)?
177   What electronic document
      management features does your
      system provide?
178   What document type formats are
      supported by the application?
179   Does the proposed system allow
      for attachment capabilities at all
      levels? i.e.: claims, incidents,
      reporting, auditing, investigations,
      CAPA, inspections, etc.




                                                          28
                                Request For Proposal RFP 09-014 Application



      Section Item:                          Base        Cost added   Custom         Future         Details &
                                             Solution:   module:      development:   development:   descriptions
                                                                                                    Column:
180   Does your system maintain
      revision history and version
      control on documents, policies,
      certificates and forms?
      Additionally, list those modules
      that do not allow attachments such
      as PDF, pictures
181   Describe what comes standard in
      terms of training / support during
      implementation through
      production and ongoing.

182   What technical support is offered
      to end users, super users and
      system administrators? I.E. 24/7
      support, number of support desk
      staff, etc.
183   Define your issue/problem
      tracking and resolution processes
      including severity levels and
      escalation procedures.
184   How does your company
      proactively solicit feedback from
      your client base? Include
      examples.
185   When problems arise how do we
      initiate contact and what is your
      guaranteed response times?
186   Does the application include an
      integrated self help menu? If so
      how often is this updated?
187   Is training provided with system
      updates?
188   Does the vendor offer refresher
      courses and continuing education
      for new users?
189   Does the application have error
      driven help messages with on and
      off selectivity at user level?
190   Do you offer a toll free phone
      number for 24/7 help desk
      support?
191   Will the vendor provide any
      training onsite at the client’s main
      location and/or remote sites?
192   Please describe all training
      formats, levels, and opportunities
      which are provided to the
      customer.
193   What is your Service Level
      Agreement (SLA) policy? Include
      sample contract outlining response
      time, maintenance & support.

      2.2.5 Insurance Certificate Tracking




                                                          29
                               Request For Proposal RFP 09-014 Application



      Section Item:                         Base        Cost added   Custom         Future         Details &
                                            Solution:   module:      development:   development:   descriptions
                                                                                                   Column:
194   How can we track insurance
      certificates using your proposed
      solution? (Mandatory)

      2.2.6 Insurance & Policy Management - Self Insured –MANDATORY
195   Describe any data interfaces your
      company has developed with third
      party Certificate tracking
      applications?
196   How can we manage City
      property, assets appraisals, and
      locations within the proposed
      system?
197   To what extent can the system
      track and manage contact
      information for insurance
      providers?
198   Does the system have the ability to
      track and manage contracts and
      bonds?
199   Describe the liability insurance
      coverage management capabilities
      of the system
200   Does the system include insurance
      policy management?
201   Does the system include insurance
      policy issuance, re-issuance, and
      tracking?
202   Can we audit City insurance
      policies?
203   Can the system automatically
      notify City employees, via email,
      when a contractor’s insurance
      certificate is going to expire?

204   Can the proposed system
      comprehend and manage special
      event insurance issuance? i.e.
      public holding a wedding or
      concert on City grounds like a
      park or in a building
205   What loss forecasting reports are
      included?
206   What experience do you have with
      the Idaho Industrial Commission’s
      self insurance workers
      compensation regulations?




                                                         30
                                  Request For Proposal RFP 09-014 Application



        Section Item:                           Base        Cost added   Custom         Future         Details &
                                                Solution:   module:      development:   development:   descriptions
                                                                                                       Column:
  207   Can the application assist in
        determining the appropriate policy
        coverage by items such as
        determining which policy covers a
        claim (based on claim type, loss
        date, division, coverage trigger
        and location), identifying
        applicable deductibles/retentions
        or automatically filling in policy
        information for the adjuster’s
        review?
  208   Does the application record policy
        information such as coverage’s,
        limits, retentions/deductibles, etc.?
  209   Does the application monitor
        aggregate/specific excess limits?
        Will it then sending a warning
        message when a predetermined
        percentage of the
        excess/aggregate/SIR is consumed
        for the policy year, regardless of
        the year the claim is made or
        distinguishing between payments
        which may or may not apply to
        aggregate limits?
  210   Can the application total all
        deductibles and retentions for each
        policy year?
  211   Can the application track losses
        through coverage layers?
  212   What lines of coverage can the
        proposed system manage for self-
        insurance? The system must have
        ability to manage the following
        lines: General Liability (Airport,
        FID, FED, special events
        coverage, garage keeper for
        parking garages etc.), Auto
        Liability (autos), Workers
        Compensation, Property (facilities,
        properties, crops, flood, electronic
        data, etc.)

2.3 Project Management and Solution Implementation Overview


2.3.1   System Implementation Process and Timetable

   A. Outline your implementation process including a phase-by-phase process breakdown and average deployment
      time. Include a sample project plan illustrating each phase to be undertaken i.e. implementation timeline
      including high-level tasks, dates, and milestones.

   B. Provide detailed overview for any and all testing procedures leveraged for implementation




                                                             31
                              Request For Proposal RFP 09-014 Application


    C. Describe the roles and responsibilities (governance) required by both your company and our internal staff
       members.

    D. Describe the type(s) of resources required from the City of Boise to expedite implementation

    E. Please include biographies or short resumes for your key implementation support personnel.

2.3.2   Communication Plan

    A. Detail your Status reporting, change management and communication plan.




3. Vendor Requirements

3.1.    Organizational Structure and Company Profile
    3.1.1 Qualifications and Experience
        A. Please provide resumes and background information for members of your implementation
           team

    3.1.2 References (Mandatory)

Proposers must provide at least three (3) current professional references from different firms/organizations for
which similar types, scope and size of services have been awarded within the past 2 years. References must be
able to verify Consultant’s experience to comply with the requirements of this proposal.

                  Name                                       Address                                  Phone




                  Name                                       Address                                  Phone




                  Name                                       Address                                  Phone




Examples of Similar Work
Include examples of similar advertisement inserts you have prepared with your proposal (Limit of 3).




    3.1.3 Proposer Information



                                                          32
                                                Proposal Schedule
                RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                        Return with Proposal
       A. How long has your company been in operation?
       B. If owned by a parent company, or has owned other companies as a parent company,
          provide a description of proposers major facilities.
       C. Provide information for unique or special equipment and any other facilities that will
          provide support for this program
       D. Do you currently have any pending litigations against your company?
       E. What is your 2008 Research and Development budget for you company?
       F. How many people employed by your company are assigned to the RMIS application?
       G. What has your annual growth rate been over the last 5 years?
       H. How many RMIS clients do you currently have?
       I. How many RMIS implementations have you done in the past two years?
       J. What were your 2007 annual RMIS revenues (not including your parent company)?
  Include the following appendixes in the following format:
                •   Appendix A: Annual Report
                •   Appendix B: Marketing Literature
                •   Appendix C: Datasheets
                •   Appendix D: Training Schedules and Literature
                •   Appendix E: Sample System Administration, User, and Operation Manual(s)
                •   Appendix F: Sample Contracts:
                •   Appendix G: Provide a schematic showing the logic design of proposed
                    applications which identifies all databases and files and indicates the direction of
                    data flow.
                •   Appendix H: Provide a listing of all included reports and report libraries that come
                    standard with the system. Include a summarized description of each report.
                •   Software Assurance Contract
                •   Software Maintenance and Support Contract (SLA)



4. Cost Proposal
  1.   Please provide a detailed item-by-item pricing for all products and services proposed for base solution. Please
       include price breaks for scaleable licensing, optional modules, and/or cost of additional options not built into base
       solution

  2.   Please provide a detailed item by item pricing for the following if not included with the base system:

           a.   Description of the system licensing and licensing approach (enterprise licensing, concurrent user
                licensing, workstation licensing, named user licensing)

           b.   Itemized modules not included with the base system that you have identified as required to meet RFP
                requirements and feature set overview (see section 2)

           c.   System enhancements & customizations

           d.   Customized data analytics and reports development not included in base system

           e.   Software assurance and maintenance

           f.   Training




                                                           33
                                                  Proposal Schedule
                 RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                         Return with Proposal
            g.     Integrations with PeopleSoft, ERIC Systems, Novell GroupWise,

            h.     Data migration and conversion services

            i.     Upgrades and updates if not included with software assurance and maintenance costs

            j.     Hosted data solution cost vs. hosted in house on City owned hardware

*Provide your response regarding section 4 Cost Proposal in this table format:

Item Description          Identify if this is Included in the Base solution, if it   Dollar Cost. Identify hourly rates
                          requires custom development or if this is an existing      and percentage based costs when
                          value added module                                         applicable.



5. Method of Evaluation and Award

Professional firms will be evaluated on the following criteria. These criteria will be the basis for
review of the written proposals and interview session. The City reserves the right to award on the
written proposals only. The scale shall be from 1 to 10 with 1 having a least weighted rating, and 10
being a most weighted rating.

#                                                                                                    Evaluation
     Table of Contents / Criteria                                                                    weight
1    1.2. Instructions and information to Proposers                                                          mandatory
2    2.2.1. Incident and Claims Management                                                                            10
3    2.2.2. Safety and Health Management                                                                              10
4    2.2.3. Data Analytics and Reporting                                                                              10
5    2.2.4. Technical, Security, Support, and System Specifications                                                       4
6    2.2.5. Insurance Certificate Tracking                                                                                5
7    2.2.6. Insurance & Policy Management                                                                                 5
8    2.3.1. System Implementation Process                                                                                 3
9    2.3.2. Communication Plan                                                                                            2
10   3.1.1. Qualifications & Experience                                                                                   2
11   3.1.3. Proposer information                                                                                          5
12
     4. Cost Proposal                                                                                                     3
13   7.1. Workflow & Process Flow examples                                                                                3
14   7.2. Form Examples                                                                                                   3
15   7.3. Reporting Examples                                                                                              3
16   7.4. Desired data fields                                                                                             1
17   Dashboard and user interface screen shots (Provide enough specific examples to
     illustrate ease of use of proposed system)                                                                           3




6. Liabilities and Shareholders (Owners), (Equity)



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Please provide information on your company’s profile for the following:
       • Liabilities
       • Owners /Shareholder information
       • Equity



7. Attachments


7.1.   Workflow & Process Flow examples:

Instructions: Please review each workflow and/or process flow provided of existing business
practices. Provide a workflow sample of improvements or efficiencies the proposed
solution/system will provide.




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Return to Work Light Duty Process




City of Boise Risk Management database & departmental relationships <Current>




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City of Boise Risk Management database & departmental relationships <Desired>




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                      City of Boise Safety System




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7.2.    Form Examples:
Instructions: Please review each of the below forms used in existing business practices.
Describe how we could automate and electronically manage these documents. Identify any areas
for efficiencies using your system. Include screen shots and descriptions illustrating incident,
claims and liability management.




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                    BOISE FIRE DEPARTMENT
   ON-DUTY INJURY/OCCUPATIONAL ILLNESS INVESTIGATION REPORT
                         (FS02 form Pg. 1)


Name:                                                                                   Address:

Phone #:                                                                                SSN:                                 DOB:

                                                                                                                             # Children
Status: Single /Married                                                                 Male /Female                         under 18:
                                                                                                                             # Yrs/mos in
Rank:                                                             Station:              Platoon:
                                                                                                                             service:
                                                                  Accident
                                                                                        Date employer learned of accident:
Accident Date:                                                    Time:
Reported to (Name, Rank):                                                               Location (address) of accident:



Did injury result in disability beyond date of accident? yes/no. If yes, give last date worked:


Has employee returned to work? yes/no. If yes, what date?




DESCRIBE THROUGHLY HOW INJURY/ILLNESS OCCURRED (WHAT, HOW, WHERE, EQUIPMENT, ACTIVITY, ETC.) (USE
ADDITIONAL SHEETS IN NECESSARY)
WHAT ACTS, FAILURES TO ACT AND/OR CONDITIONS CONTRIBUTED MOST TO THIS ACCIDENT (IMMEDIATE CAUSE)?




WHAT ARE THE BASIC OR FUNDAMENTAL REASONS FOR THE EXISTENCE OF THESE ACTS AND/OR CONDITIONS
(FUNDAMENTAL CAUSE)?



LOSS SEVERITY POTENTIAL PROBABLE RECURRENCE RATE MAJOR_______ SERIOUS_____MINOR_______
FREQUENT______OCCASIONAL_______RARE_______




Describe injury or illness in detail (i.e. 1st degree burn on the face):


Prevention: Describe action planned or taken to prevent recurrence.



SUPERVISOR                                                        DATE

EMPLOYEE SIGNATURE                                                DATE


Revised: May 29, 1998 H:\WP\FORMS\FS02




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                                                 (FS02 form Pg. 2)
INSTRUCTIONS: Check each item on the left. Circle specific item on the right if multiple choice. Be
specific as appropriate.




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    Boise Police SD-1 Form

            BOISE POLICE DEPARTMENT
SUPERVISOR’S INVESTIGATION REPORT OF EMPLOYEE INJURY (SD-1 Form)

Name:                                                                Cell Phone #:

Address: 7200 Barrister Drive, Boise, ID 83704                       Division:                 Unit:

Ada #:                DOB:                                           Male ______________      Female ______________

Accident Date:               Time:                                   Date employer learned of accident:

Medical Treatment:                                                   Description of injury(s)/body part(s) affected: L or R
First Aid: Yes __ No __ Description ____________                     ________________________________________
________________________________________                             ________________________________________
Physician: Yes __ No __ If yes, where did you receive treatment?     Was/is work time lost (full days only)? Yes __ No __
_______________________________                                      If yes, date employee returned to work __________ or expected return
Hospitalized? Yes __ No __ Where? ____________                       date _____________________.

DESCRIBE INJURY/ILLNESS IN DETAIL (where, what, how, why, activity, equipment, injury sustained):
___________________________________________________________________________________
_____________________________________________________________________________________________________________________
_________________________________________________________________________
What personal protective equipment was employee wearing? ______________________________________
___________________________________________________________________________________
What personal protective equipment was required for the activity being performed? ____________________
___________________________________________________________________________________

WHAT ACTS, FAILURES TO ACT AND/OR CONDITIONS CONTRIBUTED TO THIS ACCIDENT (immediate cause)?
_____________________________________________________________________________
_____________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________
_______________

SUPERVISOR:     WHY DID THIS HAPPEN AND HOW CAN WE PREVENT IT IN THE FUTURE?
_____________________________________________________________________________________________________________________
_________________________________________________________________________

Describe action planned or taken to prevent recurrence: ________________________________________
_____________________________________________________________________________________________________________________
_________________________________________________

Supervisor Name (print) and Signature:                                           Date:

Employee Signature:                                                              Date:




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                Non-City Employee Incident Report




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                             IC1 Form




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                                                  Automated External Defibrillator (AED)
                                                         Maintenance Checklist
Month/year: _____________________                    Department: _____________________
AED Model: ____________________ Serial #: __________________
Location (specific): _____________________
Each Automated External Defibrillator is to be checked weekly on the following items. As you check each of the items under
“Criteria” write your initials in the corresponding box. Please add comments, such as items were missing or outdated and
replaced, in the Corrective Action/Comments column.
                                Week 1                 Week 2                Week 3                 Week 4            Week 5
        CRITERIA               Date:                  Date:                 Date:                  Date:             Date:               Corrective Action/Comments

AED
 AED present. No damage

 “Self-check” system
indicates unit OK for use
 Electrode pad in date

 Battery in date

Supplies
 Extra adult pad(s) in date

 Child pad in date
 CPR mask/shield

 Gloves - 3 pair
 Razor

 Scissors

 Absorbent cloth/towel

 Event Summary Form

First Aid Kit
 available and stocked
Cabinet re-secured

                                                                                                                                       Additional notes or observations:
                                Print your name




                                                       Print your name




                                                                            Print your name




                                                                                                   Print your name




                                                                                                                     Print your name




This form is to be sent to Safety Services by the 3rd of the month. Fax 388-4743. For questions call Safety Services @ 384-3787.




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                                                    Notice of Safety Violation


On (Date) __________________, at (Time) ________________, you were observed performing the following unsafe act:




This behavior violates established safety regulations/policies and will not be tolerated. The safety of our workers and the public that use our
facilities is our number one priority.

All City employees are required as a condition of employment to develop safe work habits and to contribute in every manner possible to the
safety of themselves, their co-workers, and the general public. Employees who willfully and/or habitually violate established safety rules
will be subject to disciplinary action up to and including discharge. Dependent on the nature of the infraction and the employee’s history of
safety violations, disciplinary action may involve documented verbal reprimand by a supervisor, written reprimand by a supervisor,
suspension from work without pay, and/or discharge.


This form provides documentation that this is a:

                    Documented verbal reprimand by a supervisor*

                    Written reprimand by a supervisor

                    Suspension from work without pay

                    Discharge

                    Other __________________________________________________________________

               NOTE: Management may determine disciplinary action based on the severity and nature of the violation.



EMPLOYEE: Name:______________________________________ Signature:______________________________________
Date:____________

            Title:__________________________ Department:_________________ Division:______________ Service
Group:______________



SUPERVISOR: Name:_____________________________________ Signature:______________________________________
Date:_____________

Reviewed by:
SUPERVISOR’S
MANAGER: Name:_____________________________________ Signature:______________________________________
Date:_____________




Original- Human Resources Copy- Supervisor Copy- Employee                Copy- Safety Office (Forward a description of the unsafe action
only.)
                                                                                              (E.g. A copy of the top portion of this form.)

* Note: It is not necessary for the verbal reprimand documentation to be forwarded to Human Resources.




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                         TORT Claims Form




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7.3.   Reporting Examples:
Instructions: Please review each sample report and graph and provide the following
information; improvements, efficiencies, capability of proposed system to produce these
reports, screen shots of similar reporting capabilities
                                                                                                                                                                                                   LOCATION OF ACCIDENT

                                                                                                                                                            25

                                                Crash Totals Year to Year                                                                                   20

                                                                                                                                                                        14
 100                                                                                                                                                        15
                            88                                                                                                                                                                                                                                          STRUCK OBJECT
  80                                                                                         75
                                                                                                                              80
                                                                                                                                                            10
                                                                                                                                                                                     16                                                                                 STRUCK BY OBJECT

                                                                     66                                                                            66                                                                    1
  60                                                                                                                                                                                                    7
                                                                                                                                                             5           9
                                                                                                                                                                                                                         7
  40                                                                                                                                                                                 3                  3                                      4
                                                                                                                                                                                                                                                             2
                                                                                                                                                             0
  20




                                                                                                                                                                                                   PA R KIN G LO T /




                                                                                                                                                                                                                                                          PA R K IN G
                                                                                                                                                                                     UNKNOWN




                                                                                                                                                                                                                                          R ESID ENC E

                                                                                                                                                                                                                                          D R IVEW A Y)
                                                                                                                                                                                                                       IN TER SEC TIO N
                                                                                                                                                                      STR EET - IN




                                                                                                                                                                                                                                          (G AR A G E /


                                                                                                                                                                                                                                                          STR EET
                                                                                                                                                                                                                                            PR IVA TE
                                                                                                                                                                       TR A FFIC




                                                                                                                                                                                                      GARAGE
      0
                FY2003                                  FY2004                     FY2005                           FY2006                      FY2007

                                        ACCIDENTS BY DEPARTMENT
                                                                                                                                                                                                              % of                                 ACCIDENT
                                                                                                                                                  DEPT                  COST                                  COST                                 COUNT
                                                                                                 PUBLIC WORKS
                                                                                                      14%
                                                                                                                                                  POLICE                $55,238.50                            47.70%                               41
                                                                                                                                                  FIRE                  $31,833.25                            27.40%                               3
                                                                                                                    PARKS
                                                                                                                      9%                          PARKS                 $12,472.80                            10.70%                               6
                                                                                                                                                  PUBIC
                                                                                                                           PDS
                                                                                                                                                  WORKS                 $7,882.02                             6.80%                                9
                                                                                                                           6%
                        POLICE
                         61%                                                                                           FIRE
                                                                                                                                                  PDS                   $4,505.84                             3.90%                                4
                                                                                                                        5%
                                                                                                               LIBRARY
                                                                                                                                                  LIBRARY               $3,844.72                             3.30%                                2
                                                                                                                  3%
                                                                                                              PARKING
                                                                                                                                                  PARKING               $0.00                                 0.00%                                1
                                                                                                                2%




SUMMARY FOR FY 2007
Total Accidents: 66
Recovery: $6,365.71
AVG. Cost Per Accident: $1754.20
Tort Claims Paid: $12,574.43
Total Repair Cost (Citywide): $115,777.13
                                                    WHAT ARE WE CRASHING INTO

 35
 30
          10                                                                                                                                                                                    DIRECTION / VEHICLE STATE DURING CRASH
 25
                                 21 crashes were result of
 20                              someone crashing into us
                                                                                                                                                   STRUCK OBJECT
                                                                                                                                                                                                                                          NOT - MOVING
                                                                                                                                                   STRUCK BY OBJECT
 15                                                                                                                                                                                                                                           18%
                                                                                                                                                                                                                                                                        UNKNOWN
                                                                                                                                                                                                                                                                           8%
          21
 10
  5                     8         7                 6
                                                                 4           3      2        1            1            1          1     1
  0
          MOV

                     POL

                                 S TO

                                              PAR

                                                              S TR

                                                                            FE N

                                                                                   TR A

                                                                                            A N IM

                                                                                                       CHA

                                                                                                                    CUR

                                                                                                                                 GAT

                                                                                                                                       M A IL




                                                                                                                                                                                                                                                                             BACKING
                                                                 UC T

                                                                             CE
                        E/S

                                  PPE




                                                                                    ILE R
                                                    KED




                                                                                                                                  E




                                                                                                                                                                                                                                                                               26%
                                                                                                          IN B

                                                                                                                       B/B
           ING




                                                                                                                                         BO X
                                                                                               AL /




                                                                                                                                                                                               FORWARD
                                                                                                                                                                                                 48%
                                      D VE




                                                                     U RE




                                                                                                               AR
                            IG
               VEH




                                                                                                                           ARR
                                                        VEH




                                                                                                 PLA
                            N




                                                                                                              R IE R
                ICL E




                                           H IC L

                                                         IC LE




                                                                                                                           IE R
                                                                                                     NT
                                            E




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                Injury / Illness by Dept. 5 year Summary




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                    Moving Vehicle Accident Report




                        Personnel Injury Report




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7.3.1   Standard Metrics for Risk Management




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7.4.   Desired Data Fields

HR/Employee Data Fields (fields within HRMS PeopleSoft*)

Fields of data contained in the HRMS PeopleSoft* application that would need to be accessed with
the data within each field seamlessly ported into RMIS application as part of auto population data
pull.

 EMPLOYEE IDENTIFICATION
 EMPLOYEE FIRST NAME
 EMPLOYEE MIDDLE INITIAL
 EMPLOYEE LAST NAME
 EMPLOYEE SUFFIX
 EMPLOYEE FULL NAME
 EMPLOYEE ADDRESS LINE 1
 EMPLOYEE ADDRESS LINE 2
 EMPLOYEE ADDRESS CITY NAME
 EMPLOYEE ADDRESS STATE CODE
 EMPLOYEE ADDRESS POSTAL CODE
 EMPLOYEE ADDRESS COUNTY
 EMPLOYEE HOME PHONE
 EMPLOYEE WORK PHONE
 EMPLOYEE WORK EMAIL
 EMPLOYEE PERSONAL EMAIL
 EMPLOYEE SOCIAL SECURITY
 EMPLOYEE GENDER CODE
 EMPLOYEE BIRTH DATE
 EMPLOYEE MARITAL STAT CODE
 EMPLOYEE DEPENDENT QUANTITY
 EMPLOYEE DEPEND UNDER18
 EMPLOYEE DRIVERS LICENSE NUMBER
 EMPLOYEE DRIVERS LICENSE STATE
 EMPLOYEE SALARY EFFECTIVE DATE
 EMPLOYEE WAGE TYPE
 EMPLOYEE WAGE GARNISHED (LEGAL RESTITUTION)
 EMPLOYEE REGULAR WAGE
 EMPLOYEE REGULAR WAGE FREQ
 EMPLOYEE OT WAGE
 EMPLOYEE YEAR TO DATE WAGE
 EMPLOYEE AVERAGE WEEKLY WAGE
 EMPLOYEE WEEKLY OT HRS
 EMPLOYEE WAGE PERIOD BEGIN
 EMPLOYEE WAGE PERIOD END
 EMPLOYEE GROSS WAGE PERIOD
 EMPLOYEE REGULAR WAGE PERIOD
 EMPLOYEE SICK WAGE PERIOD
 EMPLOYEE VACATION WAGE PERIOD
 EMPLOYEE OVERTIME WAGE PERIOD
 EMPLOYEE REGULAR HOURS PERIOD
 EMPLOYEE SICK HOURS PERIOD




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EMPLOYEE VACATION HOURS PERIOD
EMPLOYEE OVERTIME HOURS PERIOD
EMPLOYER FEIN
EMPLOYER SIC CODE
EMPLOYER SIC CODE DESCRIPTION
EMPLOYER NAICS CODE
EMPLOYER NAICS CODE DESCRIPTION
EMPLOYMENT STATUS CODE
EMPLOYEE HIRE DATE
EMPLOYEE 2ND HIRE DATE
EMPLOYEE WORK LOCATION
EMPLOYEE DEPARTMENT CODE
EMPLOYEE DEPARTMENT NAME
EMPLOYEE OCCUPATION CODE
EMPLOYEE OCCUPATION DESCRIPTION
EMPLOYEE NCCI JOB CLASSIFICATION CODE
EMPLOYEE IS OFFICER
EMPLOYEE DATE IN JOB
LENGTH OF JOB YEARS
LENGTH OF JOB MONTH
LENGTH OF JOB DAYS
LENGTH OF EMPLOYEE YEARS
LENGTH OF EMPLOYEE MONTH
LENGTH OF EMPLOYEE DAYS
EMPLOYEE SHIFT BEGIN
EMPLOYEE SHIFT END
EMPLOYEE DAYS WORKED WEEK
EMPLOYEE HOURS WORKED WEEK
EMPLOYEE HOURS WORKED DAY
EMPLOYEE HOURS LAST 12 MONTH
WORK DAY INDICATOR MONDAY
WORK DAY INDICATOR TUESDAY
WORK DAY INDICATOR WEDNESDAY
WORK DAY INDICATOR THURSDAY
WORK DAY INDICATOR FRIDAY
WORK DAY INDICATOR SATURDAY
WORK DAY INDICATOR SUNDAY
EMPLOYEE DATE OF TERMINATION
EMPLOYEE 2ND DATE OF TERMINATION
EMPLOYEE 3RD DATE OF TERMINATION
EMPLOYEE LONG TERM DISABILITY
EMPLOYEE SHORT TERM DISABILITY
SUPERVISOR IDENTIFICATION
SUPERVISOR FIRST NAME
SUPERVISOR LAST NAME
SUPERVISOR MIDDLE INITIAL
SUPERVISOR NAME SUFFIX
SUPERVISOR TELEPHONE NUMBER
USER DEFINED ENTRY FOR OSHA RECORDABLE
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 1
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 2




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USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 3
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 4
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 5
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 6
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 7
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 8
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 9
USER DEFINED PEOPLESOFT WORKERS COMP TIME CODE 10
USER DEFINED FIELD NUMBER 1
USER DEFINED FIELD NUMBER 2
USER DEFINED FIELD NUMBER 3
USER DEFINED FIELD NUMBER 4
USER DEFINED FIELD NUMBER 5
USER DEFINED FIELD NUMBER 6
USER DEFINED FIELD NUMBER 7


WC Apps (Workers Comp access application)

Fields of data contained in the WC APPS application in need of conversion to proposed system.
Estimated 8000 claim records contained in the WC Apps application. Please indicate any barriers
with migrating data contained in this format. Indicate if proposed solution can comprehend
integration of OSHA standards for incident / injury codes as well as user defined code systems.


Field name & Desc.            Sample data
KEYACCOUNT                    1
EMPLOYEE NAME                 Smith, Barney
SSN                           555-55-5555
CLAIM #                       9617653
DEPT                          1200
STAT (Full time, part time)   FT
SHIFT (day, evening)
STA. (fire station #)
ACC DATE                      10/09/1996
WEEKDAY                       WED
DOC (doctor visit Y/N)        N
BODY PARTS                    NECK, SHOULDER,SHIN, R
SOURCE                        FELL ON UNEVEN CONCRETE WALK AT TRAFFIC COURT
Days LOST
LDW (Last Day Worked)
RTW (Return to Work)
LDD (light duty dismissed)
MED ($)                       0
COMP ($)                      0
RESERVE ($)                   0
CL STAT (claim C, No
Claim N)                      N
MEDICAL PROVIDER
COMMENTS (Notes)
OSHA_REC                      FALSE




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7.4.1. Automated Code Generation
Code Example Source: Bureau of Labor & Statistics
                Occupational Injury & Illness Classification Manual Section 3 Code Titles:
                http://www.bls.gov/iif/oshoiics.htm

DIVISION    TITLE
0 Traumatic Injuries and Disorders
00 Traumatic injuries and disorders, unspecified
01* Traumatic injuries to bones, nerves, spinal cord
010 Traumatic injuries to bones, nerves, spinal cord, unspecified
011 Dislocations
012 Fractures
02* Traumatic injuries to muscles, tendons, ligaments, joints, etc.
020 Traumatic injuries to muscles, tendons, ligaments, joints, etc., unspecified
021 Sprains, strains, tears
029 Injuries to muscles, tendons, ligaments, joints, etc., n.e.c.
03* Open wounds
030 Open wounds, unspecified
031* Amputations
0311 Amputations, fingertip
0319 Amputations, except fingertip
032 Animal or insect bites
033 Avulsions
034 Cuts, lacerations
035 Enucleations
036 Gunshot wounds
037 Punctures, except bites
04* Surface wounds and bruises
040 Surface wounds and bruises, unspecified
041 Abrasions, scratches
042 Blisters
043 Bruises, contusions
044 Foreign bodies (superficial splinters, chips)
045 Friction burns
048 Multiple surface wounds and bruises
049 Surface wounds and bruises, n.e.c.
05* Burns
050 Burns, unspecified
051 Chemical burns
052 Electrical burns
053 Heat burns, scalds
058 Multiple types of burns
059 Burns, n.e.c.
1    Systemic Diseases or Disorders
1* SYSTEMIC DISEASES AND DISORDERS
10 Systemic diseases and disorders, unspecified
11* Diseases of the blood and blood forming organs
110 Diseases of the blood and blood forming organs, unspecified
12* Nervous system and sense organs diseases
120 Nervous system and sense organs diseases, unspecified
121* Inflammatory diseases of the central nervous system
1210 Inflammatory diseases of the central nervous system, unspecified
1211 Encephalitis
1212 Meningitis
2    Infectious and Parasitic Diseases
2* INFECTIOUS AND PARASITIC DISEASES
20 Infectious and parasitic diseases, unspecified
21* Bacterial diseases
210 Bacterial diseases, unspecified




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211* Tuberculoses
2110 Tuberculoses, unspecified
2111 Primary tuberculous infection
2112 Pulmonary tuberculosis
2113 Military tuberculosis
2119 Tuberculoses, n.e.c.
212* Zoonotic bacterial diseases
2120 Zoonotic bacterial diseases, unspecified
2121 Plague
2122 Tularemia
2123 Anthrax
22* Viral diseases
220 Viral diseases, unspecified
221* Human immunodeficiency virus (HIV) infection
2210 Human immunodeficiency virus (HIV) infection, unspecified
2211 Acquired immune deficiency syndrome (AIDS)
2212 AIDS-like syndrome, AIDS-related complex (ARC)
2219 HIV infection, n.e.c.
3    Neoplasms, Tumors, and Cancer
31* Malignant neoplasms and tumors (cancers, carcinomas, sarcomas)
310 Malignant neoplasms and tumors (cancers, carcinomas, and sarcomas), unspecified
311* Malignant neoplasms and tumors of bone or connective tissue
3110 Malignant neoplasms and tumors of bone or connective tissue, unspecified
3111 Bone, articular cartilage
3112 Connective and other soft tissue
3118 Multiple malignant neoplasms and tumors of bone or connective tissue
312* Malignant neoplasms and tumors of the skin
3120 Malignant neoplasms and tumors of the skin, unspecified
3121 Melanoma of the skin (melanocarcinoma)
4    Symptoms, Signs, and Ill-defined Conditions
40 Symptoms, signs, and ill-defined conditions, unspecified
41* Symptoms
410 Symptoms, unspecified
411* General symptoms
4110 General symptoms, unspecified
4111 Loss of consciousness--not heat related
4112 Convulsions, seizures
4113 Malaise and fatigue
4114 Dizziness
4115 Non-specified allergic reaction
4118 Multiple general symptoms
4119 General symptoms, n.e.c.
412* Symptoms involving nervous and musculoskeletal systems
4120 Symptoms involving nervous and musculoskeletal systems, unspecified
4121 Spasms or tremors, n.e.c.
4122 Earache
4159 Symptoms involving cardiovascular system, n.e.c.
416* Symptoms involving respiratory system and chest
4160 Symptoms involving respiratory system and chest, unspecified
4161 Hyperventilation
4162 Hemoptysis (cough with hemorrhage)
4163 Abnormal sputum
4164 Chest pain
5    Other Conditions or Disorders
51 Damage to prosthetic devices
52* Mental disorders or syndromes
520 Mental disorder or syndrome, unspecified
521* Anxiety, stress, neurotic disorders
5210 Anxiety, stress, neurotic disorders, unspecified
5211 Post-traumatic anxiety--acute
5212 Post-traumatic anxiety--chronic




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                                                       Proposal Schedule
                   RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                           Return with Proposal
5213 Panic disorder 5214 Neurotic reaction to stress
5218 Multiple anxiety, stress, neurotic disorders
5219 Neurotic disorders, n.e.c.
522* Organic mental disorders--neurotic or psychotic
5220 Organic mental disorders--neurotic or psychotic, unspecified
5221 Substance-induced mental disorder
5222 Organic affective syndrome

8 Multiple Diseases, Conditions, or Disorders
9999 Non-classifiable
Part of Body Affected Code Examples
Code Example Source: Bureau of Labor & Statistics
                Occupational Injury & Illness Classification Manual Section 3 Code Titles:
                http://www.bls.gov/iif/oshoiics.htm

DIVISION            TITLE
0 Head
00 Head, unspecified
01* Cranial region, including skull
02 Ear(s)
03* Face
08 Multiple head locations
09 Head, n.e.c.
1    Neck, Including Throat
10 Neck, except internal location of diseases or disorders
11 Internal neck location, unspecified
12 Vocal cord(s)
13 Larynx
14 Laryngopharynx
15 Pharynx
16 Trachea
18 Multiple internal neck locations
2    Trunk
20 Trunk, unspecified
21 Shoulder, including clavicle, scapula
22* Chest, including ribs, internal organs
23* Back, including spine, spinal cord
24* Abdomen
25* Pelvic region
28 Multiple trunk locations
3    Upper Extremities
30 Upper extremities, unspecified
31* Arm(s)
32 Wrist(s)
33 Hand(s), except finger(s)
34 Finger(s), fingernail(s)
38* Multiple upper extremities locations
4    Lower Extremities
40 Lower extremities, unspecified
41* Leg(s)
42 Ankle(s)
43* Foot(feet), except toe(s)
44 Toe(s), toenail(s)
48* Multiple lower extremities locations
5    Body Systems
8    Multiple Body Parts
9    Other Body Parts



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                                                      Proposal Schedule
                   RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                           Return with Proposal

Source of Injury or Illness Code Examples
Code Example Source: Bureau of Labor & Statistics
Occupational Injury & Illness Classification Manual Section 3 Code Titles:
http://www.bls.gov/iif/oshoiics.htm

DIVISION    TITLE
0 Chemicals and Chemical Products
00 Chemicals and chemical products, unspecified
01* Acids
02* Alkalies
03* Aromatics and hydrocarbon derivatives, except halogenated
05* Metallic particulates, trace elements, dusts, powders, fumes
06* Agricultural chemicals and other pesticides
07* Chemical products--general
08* Coal, natural gas, petroleum fuels and products, n.e.c.
1   Containers
11* Containers—non-pressurized
12* Containers--pressurized
13* Containers--variable restrain
2   Furniture and Fixtures
21* Cases, cabinets, racks, shelves
22* Floor, wall, window coverings
23* Furniture
24* Other fixtures
3   Machinery
30 Machinery, unspecified
31* Agricultural and garden machinery
312* Mowing machinery
32* Construction, logging, and mining machinery
33* Heating, cooling, and cleaning machinery and appliances
34* Material handling machinery
35* Metal, woodworking, and special material machinery
4   Parts and Materials
40 Parts and materials, unspecified
41* Building materials--solid elements
42* Fasteners, connectors, ropes, ties
43* Hoisting accessories
44* Machine, tool, and electric parts
45* Metal materials--nonstructural
48* Vehicle and mobile equipment parts
5   Persons, Plants, Animals, and Minerals
51* Animals and animal products
510 Animals, unspecified
515* Mammals, except humans
5150 Mammals, unspecified
5151 Cats
5152 Cattle
5153 Dogs
5154 Horses
5155 Rats, rodents
5156 Sheep
516 Reptiles, snakes
517 Animal waste products, including manure
519 Animals, n.e.c.
52* Food products--fresh or processed
53* Infectious and parasitic agents
56* Person--injured or ill worker
57* Person--other than injured or ill worker




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                                                    Proposal Schedule
                   RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                           Return with Proposal
58* Plants, trees, vegetation--not processed
6    Structures and Surfaces
60 Structures and surfaces, unspecified
61* Building systems
62* Floors, walkways, ground surfaces
625* Stairs
626 Street, road
628 Parking lots
64* Structures
641 Bridges
7    Tools, Instruments, and Equipment
70 Tools, instruments, and equipment, unspecified
71* Handtools--nonpowered
711* Boring handtools—nonpowered
712* Cutting handtools
72* Handtools--powered
720 Handtools--powered, unspecified
721* Boring handtools—powered
722* Cutting handtools--powered
726* Welding and heating handtools
74* Ladders
77* Protective equipment, except clothing
8    Vehicles
81* Air vehicle
810 Aircraft, unspecified
821 Automobile
825* Truck
841 All terrain vehicle (ATV)
842 Golf cart, powered
9    Other Sources
91* Ammunition
92* Apparel and textiles
93* Atmospheric and environmental conditions


Examples of Other Desired Automated Codes for Vehicle Incidents (user defined):
Code format to be defined

Moving Vehicle Accident                                         Head-on Collision in Our Lane
Rear End – Struck Object                                        Head-on Collision in Other Lane
Rear End - Stuck by Object                                      Sideswipe Collision
Backing Up – Stuck Object
Backing Up - Struck by Object                                   Intersection Accident
Hit Animal                                                      Traveling Straight, Vehicle Turning
                                                                Turning Right, Vehicle Oncoming
Fixed Object Accident                                           Turning Left, Vehicle Oncoming
Struck Stationary Vehicle                                       Turning, Struck From Behind
Struck Stationary Object; Non-Vehicle                           Disregarded Traffic Control
Struck Pole                                                     Failure to Yield Right-of-Way
Struck Road Sign
Struck Road Barrier Chain                                       Passing Accident
Stuck Road Barrier Concrete                                     Being Passed
Stuck Road Barrier Metal                                        Passing
Struck Road Barrier Wood
                                                                Vehicle Accident (Collision)
Pedestrian Accident                                             Blind Curve
Hit Pedestrian in Crosswalk/Loading Area                        Hit Other
Hit Pedestrian (Not in Crosswalk)                               Hit and Run
                                                                Damaged Vehicle from
Non-intersection Accident                                       Damage to Vehicle - Rock Out of Truck Bed




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                                                    Proposal Schedule
                   RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                           Return with Proposal
Damage to Vehicle - Other Object falling From Other Vehicle        Damage to Property
Accident from Gates or Gate-arm Incidents                          Accident at Railroad Crossing
Claimant Hit Foreign Object on Road


Examples for Other Desired Automated Codes for Personnel Incidents (user defined):
Code format to be defined

Misc. Personal Incident
Failure to Supervise (Routine)
City Employee Slip, Trip, or Fall
Pedestrian Slip or Fall on Sidewalk
Pedestrian Slip or Fall on Street/Road
Claimant Fell in or Around Building
Mistake in Job Performance

Desired Property and Environmental Impact Examples
Fire
Smoke
Lightning
Breakage
Wind/Rain
Hail
Freezing
Snow / Ice
Water Damage
Collapse/Subsidence
Earthquake
Flood
Volcano
Explosion
Rupture of Heating/Air Conditioning System
Boiler loss
Theft
Vandalism
Riot
Humidity/Temperature Change
Pollution
Employee Embezzlement




                                                              79
                                 Proposal Schedule
         RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                 Return with Proposal


7.5.   Data Dictionary for Existing WC Apps Database




                                         80
                                   Proposal Schedule
       RFP 09-014; Enterprise Risk Management Information System (Citywide)
                               Return with Proposal
7.6 Construction Occupancy Protection and Exposure (COPE)

The following snapshot illustrates typical COPE field entries desired. The city
currently has approximately 400 – 500 facilities. Not all of these are occupied.




Link for City of Boise web site:

http://www.cityofboise.org/


Link for Industrial Commission:

http://www.cityofboise.org/Departments/Parks/Images/page4329.jpg




                                          81
                                            Proposal Schedule
              RFP 09-014; Enterprise Risk Management Information System (Citywide)
                                      Return with Proposal
To: City of Boise

Dear City:

The undersigned proposes to provide services in accordance with the specifications for Enterprise Risk
Management Information System (Citywide) – Finance & Administration - Risk Management & Safety
Services Department for the City of Boise, Idaho and to bind themselves, on the acceptance of this proposal,
to enter into and execute a contract, of which this proposal, terms and conditions, and specifications will be
part.

The undersigned acknowledges the rights reserved by the City to accept or reject any or all proposals as may
appear to be in the best interest of the City. The undersigned further agrees, if awarded a contract, to execute
and deliver the same to the City within five (5) working days after receipt of an executed contract.


 Name of Business:
                                   Please print or type
 Address:
 City:
 State:                                                      Zip Code:
 Phone No.:
 Fax No.:
 Federal Tax Id:



 Signature:


 Printed Name:
 Title:
 Date:


Proposers Acknowledge Receipt of the Following Addenda (list any addendum received):

                Addendum #             Date
                1.
                2.
                3.
                4.
                5.




                                                      82
                                       CITY OF BOISE
             SAMPLE PROFESSIONAL SERVICES CONTRACT AGREEMENT
            RFP 09-014; Enterprise Risk Management Information System (Citywide)
     Finance & Administration - RISK MANAGEMENT & SAFETY SERVICES Department


Project: Enterprise Risk Management Information System (Citywide), Finance & Administration -
             RISK MANAGEMENT & SAFETY SERVICES Department, Boise City

Consultant:     TBD

Owner: City of Boise, Ada County, Idaho, a municipal corporation

WITNESSETH, that the parties hereto for the consideration herein named, do mutually agree as follows:

   1. Statement of Work: The Consultant will furnish the service, material and equipment for, and perform
      the work described herein for the consideration stipulated, and in compliance with State and City
      Codes. The Proposal, response to the Request for Proposals, specifications, and proposal
      requirements, etc., all of which are made a part hereof:

   2. Amount of Contract: Annual Amount Not to Exceed $                                    , per the attached
      proposal schedule submitted by the Consultant.

   3. Term of Contract: The service specified under this contract will commence upon the date of approval
      by both parties and terminate upon final acceptance of work by the City.

   4. Notices: Any and all notices required to be given by either of the parties hereto, unless otherwise
      stated in this agreement, will be in writing and be deemed communicated when mailed in the United
      States mail, certified, return receipt requested, addressed as follows:

              Finance & Administration - Risk Management & Safety Services
              Department
              Attn: Corey Pence
              150 N. Capitol Blvd.
              Boise, ID 83701

              Consultant

   5. Either party may change their address for the purpose of this paragraph by giving written notice of
      such change to the other in the manner herein provided.

   6. Attorney Fees: Should any litigation be commenced between the parties hereto concerning this
      Agreement, the prevailing party will be entitled, in addition to any other relief as may be granted, to
      court costs and reasonable attorneys fees as determined by a Court of competent jurisdiction. This
      provision will be deemed to be a separate

   7. Assignment: It is expressly agreed and understood by the parties hereto, that Consultant will not
      have the right to assign, transfer, hypothecate or sell any of its rights under this Agreement except
      upon the prior express written consent of City.

   8. Discrimination Prohibited: In performing the Services required herein, Consultant will not
      discriminate against any person on the basis of race, color, religion, sex, national origin or ancestry,



                                                    83
    age or physical handicap.

9. Compliance with Laws. In performing the scope of services required hereunder, Consultant will
   comply with all applicable laws, ordinances, and codes of Federal, State, and local governments.

10. Changes: The City may, from time to time, request changes in the Scope of Work to be
    performed hereunder. Such changes, including any increase or decrease in the Consultant's
    compensation, which are mutually agreed upon by and between the City and the Consultant, will
    be incorporated in written amendments to this Agreement. Change orders must be authorized by
    Owner in writing prior to beginning the additional work. For changes which increase the
    Contract Price, singularly or cumulatively, by amounts in excess of those outlined in the City of
    Boise Municipal Code Section 1-11-11, "Owner" shall mean the Boise City Council.

11. Termination for Cause: If, through any cause, the Consultant will fail to fulfill in a timely and proper
    manner its obligations under this Agreement, or if the Consultant will violate any of the covenants,
    agreements, or stipulations of this Agreement, the City will thereupon have the right to terminate this
    Agreement by giving written notice to the Consultant of such termination and specifying the effective
    date thereof at least fifteen (15) days before the effective date of such termination. If this agreement
    is terminated for cause the Consultant will be entitled to receive just and equitable compensation for
    any work satisfactorily completed hereunder.

    Notwithstanding the above, the Consultant will not be relieved of liability to the City for damages
    sustained by the City by virtue of any breach of this Agreement by the Consultant, and the City may
    withhold any payments to the Consultant for the purposes of set-off until such time as the exact
    amount of damages due the City from the Consultant is determined. This provision will survive the
    termination of this agreement and will not relieve the Consultant of its liability to the City for
    damages, provided that the amount of such damages will not exceed the total compensation provided
    for in section two of this agreement.

12. Termination for Convenience of City: Owner may terminate this Agreement at any time by giving at
    least fifteen (15) days notice in writing to the Consultant. If the Agreement is terminated by Owner
    as provided herein, Consultant will be paid an amount which bears the same ratio to the total
    compensation as the work actually performed bear to the total services of Consultant covered by this
    Agreement, less payments of compensation previously made. If this Agreement is terminated due to
    the fault of Consultant, Section 11 hereof relative to termination will apply.

13. Consultant to Pay or Secure Taxes: The Consultant, in consideration of securing the business of
    providing Boise City Recreation Park, & Inserting, agrees: 1) To pay promptly when all taxes due
    (other than on real property), excises and license fees due the state, its subdivisions, and municipal
    and quasi-municipal corporations therein, accrued or accruing in accordance with conditions of this
    Agreement, whether or not the same will be payable at the end of such term; 2) That if said taxes,
    excises and license fees are not payable at the end of said term, but liability for the payment thereof
    exists, even though the same constitute liens upon the Consultant's property, to secure the dame to the
    satisfaction of the respective officers charged with the collection thereof; and that; 3) That, in the
    event of default in the payment or securing of such taxes, excises, and license fees, that Boise City
    may withhold from any payment due the Consultant hereunder the estimated amount of such accrued
    taxes, excises and license fees for the benefit of all taxing units to which said Consultant is liable.

14. Compensation: For performing the services specified in Section 1 herein, CITY agrees to reimburse
    Consultant according to the billing schedule contained within “Exhibit A”. Payment will not include
    any sub-contract or other personal services pay except as may be agreed to in writing in advance by
    the parties. Change Orders may be issued, subject to Council approval.



                                                  84
    15. Method of Payment: Consultant will invoice the (Insert the name of the appropriate city agency and
        billing address) directly for all current amounts earned under this Agreement according to the Billing
        Schedule in Exhibit A. CITY will pay all invoices within forty five (45) days after receipt.

        The Consultant will invoice the City at the following address:

              Finance & Administration - Risk
              Management & Safety Services Department
              Attn: Corey Pence
              150 N. Capitol Blvd.
              Boise, ID 83701

    16. Entire Agreement: This Agreement contains the entire agreement of the parties and supersedes any
        and all other agreements or understandings, oral of written, whether previous to the execution hereof
        or contemporaneous herewith.

    17. Applicable Law. This Agreement will be governed by and construed and enforced in accordance
        with the laws of the State of Idaho, and the ordinances of the City of Boise.

    18. Approval Required. This Agreement will not become effective or binding until approved by the City
        of Boise.

    19. Non-Appropriation: Should funding become not available, due to lack of appropriation, the City
        may terminate this agreement upon 30 (thirty) days notice.

    20. Indemnification and Insurance: Consultant will indemnify and save and hold harmless CITY from
        and for any and all losses, claims, actions, judgments for damages, or injury to persons or property
        and losses and expenses caused or incurred by Consultant, its servants, agents employees, guests,
        and business invitees, and not caused by or arising out of the tortuous conduct of CITY or its
        employees. In addition, Consultant, Inc. will maintain, and specifically agrees that it will maintain,
        throughout the term of this Agreement, liability insurance, in which the CITY will be named an
        additional insured in the minimum amount as specified in the Idaho Tort Claims Act set forth in Title
        6, Chapter 9 of the Idaho Code. The limits of insurance will not be deemed a limitation of the
        covenants to indemnify and save and hold harmless CITY; and if CITY becomes liable for an amount
        in excess of the insurance limits, herein provided, Consultant, Inc. covenants and agrees to
        indemnify and save and hold harmless CITY from and for all such losses, claims, actions, or
        judgments for damages or liability to persons or property. Consultant, Inc. will provide CITY with a
        Certificate of Insurance, or other proof of insurance evidencing Consultant, Inc.'s compliance with
        the requirements of this paragraph and file such proof of insurance with the City. In the event the
        insurance minimums are changed, Consultant will immediately submit proof of compliance with the
        changed limits.

Additionally, Consultant will maintain Workers Compensation Insurance regardless of the number of
employees, or lack thereof, in the statutory limits as required by law. It is mutually agreed and understood by
the parties that the Consultant and the Consultants' employees, agents, servants, guests and business invitees,
are acting as independent contractors and are in no way employees of the City. Evidence of all insurance will
be submitted to Boise City Purchasing, P.O. Box 500, Boise, ID., 83701.

END OF AGREEMENT




                                                      85
     IN WITNESS WHEREOF, the City and the contractor/Vendor have executed this Agreement as of
     the date first above written.

City OF BOISE

APPROVED BY:




David H. Bieter, Mayor                          Date       Contractor Signature                  Date




ATTEST:                                                    Print Name




Annette P. Mooney, City Clerk                   Date                    CONTRACT AMOUNT:
                                                                          NOT TO EXCEED


Tina McBride, Senior Purchasing Specialist     Date




APPROVED AS TO FORM AND CONTENT




Finance and Administration - Safety Services   Date
and Risk Managment Dept.




Legal Department                               Date




Risk Management                                Date




                                                      86
                                        ACKNOWLEDGMENT



State of Idaho)
           )
County of Ada)

On this      day of              20 , before me personally appeared                                     ,
known to me and known by me to be the person who executed the above instrument, who, being by me
first duly sworn, did depose and say that he is                                                 and that he
executed the foregoing instrument on behalf of said firm for the use and purposes stated therein.




                                         Notary Public of Idaho
                                         Residing at Boise, Idaho

    My Commission Expires: ______________________________




(SEAL)




Note:    This form or a reasonable facsimile is to be completed and delivered to the City of Boise City
          Purchasing when contracts are signed.




                                                    87

				
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