Exhibit A-1 Implementation Statement of Work with Exigis, LLC EXHIBIT A-1
Implementation Statement of Work
This Exhibit A-1, Implementation Statement of Work ("SOW") is applicable to the Software and
Services described in the Master Customer Agreement ("MCA") and Exhibit A, Statement of Services
("SOS") dated June , 2018 by and between Exigis, LLC., a New York Limited Liability Company of 12
East 46th Street 6E, New York, NY 10017 ("Exigis") and the City of Miami Beach, FL("the City") located
at 1700 Convention Center Drive Miami Beach, FL 33139 ("Customer"). The purpose of the SOW is to
define the services and deliverables to be completed for the successful implementation of the
RiskWorks rm.Compliance solution.
Capitalized terms used in this SOW have the same meaning as set forth in the MCA unless otherwise
defined herein.
1. Definitions
1.1. "Contract Types"shall mean City defined standard evaluation criteria (e.g. product lines, limit
amounts, carrier rating, etc.) used by Exigis to measure a Third Party's compliance with
specified minimums.
1.2. "Compliant" shall mean the insurance status given to those Third Parties designated by the
City as meeting the City's criteria for valid and in-force insurance coverage prior to the
implementation of the RiskWorks rm.Compliance solution.
1.3. "Deliverables" shall mean the documents, materials, activities, and/or work output identified
in the Project Deliverables and Project Delivery Dates section of this Statement of Work
("SOW").
1.4. "Insurance Information" shall mean the insurance status and insurance policy details relating
to a third party, as collected and maintained by the City prior to the implementation of the
RiskWorks rm.Compliance solution.
1.5. "Non-Compliant" shall mean the insurance status given to those Third Parties designated by
the City as missing one or more elements of the City's criteria for valid and in-force insurance
coverage prior to the implementation of the RiskWorks rm.Compliance solution.
1.6. "Project Delivery Date" shall mean the date on which the specified deliverable shall be
completed.
1.7. "Standard Data File Templates" shall mean the files prepared by Exigis which establish the
preferred structure and format of information required to be supplied for the configuration of
the RiskWorks rm.Compliance system.
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City of Miami Beach,FL
1.8. "Third Parties"shall mean vendors, contractors, and others doing business with the City who,
as a result of their work,are required to supply the City with proof of insurance coverage.
2. General Information
2.1. System Overview.The Statement of Services ("SOS") provides a description of the RiskWorks
structure and major system components to be implemented.
2.2. Assumptions and Constraints. The following assumptions and constraints apply to the
implementation of the RiskWorks rm.Compliance solution for the City:
2.2.1.City shall designate at minimum, one (1) City representative, to coordinate with Exigis
during the Implementation phase.
2.2.2.City shall provide required data, as outlined below, to Exigis in a usable format; Excel,
CSV, or PDF Image files as outlined in Section 3.3 of this SOW. Both parties understand
and acknowledge that any delays with regards to supplying critical data elements defined
below will result in a delayed project timeline. The following data elements will be
required to commence and complete implementation:
2.2.2.1. List of active Third Parties doing business for the City, requiring insurance
verification and monitoring within the Exigis system.
2.2.2.2. A minimum of one (1) method of contact for each active Third Party; email
address or US mail address.
2.2.2.3. One (1) standard Contract Type, or set of evaluation criteria, for each active
Third Party requiring insurance verification and monitoring within the Exigis system.
2.2.2.4. List of the City's standard Contract Types, containing defined standard
evaluation criteria to be used by Exigis to measure a Third Party's compliance with
specified minimum requirements.
2.2.2.5. Current Insurance Information for each active third party; including a single
Insurance Status (Compliant or Non-Compliant) for each Third Party and an
expiration date for each active policy requiring insurance monitoring and tracking.
2.2.3.Data files shall be provided in a format similar to Exigis' Standard Data File Templates.
Significant deviations in structure or major complexities present in the data provided by
the City may result in a modified timeline for delivery of services.
2.2.4.Failure by the City to meet any City assigned Project Delivery Date included in this SOW
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City of Miami Beach,FL
will require Exigis to reschedule project tasks and will result in a modified timeline for
delivery of services.
2.2.5.Any amendments, change requests, or material deviations to the scope outlined in the
Statement of Services will require Exigis to reschedule project tasks, adjust Project
Delivery Dates, and provide a modified timeline for the delivery of services.
3. Project Timeline and Deliverables
3.1. Responsibility of Tasks. Both Exigis and the City shall be responsible for performing a variety
of tasks necessary to achieve the Deliverables and Project Delivery Dates specified in the table
below. Exigis and the City shall communicate and coordinate to support the planning and
execution required to complete the Implementation of the RiskWorks rm.Compliance
solution.
3.2. Project Deliverables and Project Delivery Dates. The table below outlines key deliverables
required for the successful implementation of the RiskWorks rm.Compliance solution:
Responsible Estimated
ft Deliverable Description of Task Delivery Date
Party Timeframe
Documentation of
Business major software Within two
1 Requirements configuration Exigis (2) To Be
Documentation components and City Business Determined
specific requirements Days
Written approval of Within two
Configuration Business Requirements (2) To Be
2 Specification City
Documentation business Determined
Approval provided to Exigis days
Configuration of City
specific software Within ten
requirements as
3 System outlined in SOS and Exigis (10) To Be
Configuration accompanying business Determined
Business Requirements days
Document
Formal regression
testing in a
development Within five
4 Quality environment designed Exi is (5) To Be
Assurance to confirm g business Determined
functionality of all days
software components
and adherence with
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City of Miami Beach,FL
project requirements
User specific login and
password information Within one
Access to provided to allow the (1) To Be
S Software City to access and Exigis business Determined
review configured day
Software solution
Written approval of Within two
6 User Acceptance delivered Software City (2) To Be
solution provided to business Determined
Exigis days
•
Web-based training
sessions performed by Within two
7 Training Exigis for the purpose Exigis (2) To Be
of acclimating City business Determined
users to the Exigis days
system
Generation of the
Within two
initial set of
8 Introductory notifications from the Exigis (2) To Be
Notices RiskWorks business Determined
rm.Compliance system days
3.3. Adjustment of Delivery Dates for Manual Data Entry and Review. If the City is unable to
provide current Insurance Information for each active Third Party in Excel or CSV format,
Exigis can perform Onetime Manual Data Entry and Review of Certificates of Insurance as
outlined in the SOS.Certificates of Insurance shall be provided as PDF files. If the City elects to
activate this ancillary service option, the fees specified in the SOS shall apply and the Project
Delivery Date for 'Introductory Notices', as defined in Section 3 of this SOW shall be extended
by up to fourteen(14) business days.
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City of Miami Beach,FL