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Home My WebLink AboutRESPONSE - RFP - P1135 UNEMPLOYMENT CLAIMS MANAGEMENTEMPLOYERSEDGE UNEMPLOYMENT COST CONTROL SOLUTIONS Why Select Employers Edge for your Professional Unemployment Claims Management Even with the dramatic industry consolidation that has occurred in recent years, there is still a higher quality alternative in the national marketplace There are a number of reasons why Employers Edge is the best choice and they are summarized in the following items Proven Approach to Claims Management o Intense focus on winning claims at the initial level o By focusing on responsive service all processes support our approach to providing the timely detailed separation information that the state(s) require o Employers Edge s experts know the right approach & terminology to utilize when filing protests, attending hearings etc to maximize your claims win ratio o By maximizing our clients claims win ratios, we maximize their overall unemployment savings • Proven Management Team o Over a century of combined direct industry expertise on staff o Our team of claims specialists (your day to day contact) average 8 years of industry experience o Our hearing representatives average over a decade of industry experience • Unsurpassed IT Systems Supporting Entire Process o Custom technology ensures your claims are managed properly end to end, meeting all key deadlines (protests, hearings appeals) o Comprehensive detail and summary reports for all claims activity o State of the art document imaging supports the efficient exchange of information • Comprehensive Services at Competitive Fees o We include claims management hearings representation auditing, voluntary contribution analysis reports, and client education all in one annual fee o Our pricing structure is simple and straightforward and is a fair and accurate reflection of the services provided • Built to Work With the Nation's Largest Employers o Robust IT Systems and Flexible Reporting Options o Knowledgeable experts capable of processing claims and appeals in all 50 states 1385 South Colorado Boulevard Suite 322 Denver Colorado 80222 720 891-4900 Period Covered 1/1/2006 to 12/31/2006 9999 ABC Company (Sample) EMPLOVERSEDG E Business Unit KS1 Topeka State KS Kansas Claimant Name SSN BYE Sep Date Sep Reason State /TaxID Type Date Completed Comments Run Date 3/1112008 Unemployment Claims Activity Report Status Dt Last Paid Level Appealed By Liability Charges To Dt Savings Liability Remaining Beal Thomas 6777 3/17/07 3/10106 Lack Of Work Eligible 6/30/06 Initial NIA KS 111111 LB 3/27/06 10 036 00 40500 000 9 631 00 Elliot Timothy 4444 3/17/07 3115106 Quit For Other Employment Pending N/A Initial NIA KS 111111 LB 3/21/06 6 600 00 000 000 6 600 00 Stevens Joseph 7575 2/4/07 1/30/06 Discharge Job Performance Lost 6/30106 Initial NIA KS 111111 B 2/15/06 10 036 00 2 541 00 000 7 495 00 Wilson George 2222 1/8/07 1/2/06 Discharge Insubordination Won 6/30/06 Initial N/A KS 111111 B 1 /19/06 9 100 00 000 9 100 00 000 Young Mark 5858 2/15/07 2/11106 Lack Of Work Eligible 6130/06 Initial N/A KS 111111 LB 2126/06 10 036 00 2 430 00 000 7 606 00 Business Unit KS1 TOTALS Total Claims 5 Contested 3 60 A Eligible 2 40,6 Contested / Decided 2 67 % Contested / Pending 1 33 % Won 1 50 A Lost 1 50 A Liability 4580800 Charges To Date 5 376 00 12 A Savings 910000 20% Liability Remaining 31 33200 68 % Page 3 of 6 Period Covered 1/1/2006 to 12/31/2006 9999 ABC Company (Sample) EMPLOVERSEDGE f ri .- i c fill( ri Business Unit KS2 Wichita State KS Kansas Run Date 3/11/2008 Unemployment Claims Activity Report Claimant Name State /TaxlD SSN Type BYE Date Completed Sep Date Comments Sep Reason Status Liability Dt Last Paid Charges To Dt Level Savings Appealed By Liability Remaining Azusa Maurice 2121 3/10/07 377106 Discharge unacceptable Attendance Won N/A Initial N/A KS 111111 L 3/15/06 000 000 000 000 Easton John M 2212 1/17/07 1/14106 Discharge Violation Of Company Rule/Policy Won N/A Hearing Employer KS 111111 LB 1/23106 5 400 00 000 5 400 00 000 Holliday Janet 8877 2/28107 311/06 Quit For Other Employment Wan N/A Initial N/A KS 111111 LB 319106 11 31000 0 00 11 31000 000 Smith John 6666 2/9/07 2/1/06 Discharge Insubordination Pending N/A Initial N/A KS 111111 B 2117/06 11 31000 000 000 11 31000 Washington Gregory A fill 216/07 2/4/06 Discharge Inappropriate Conduct Won 6/30106 Board Claimant KS 111111 B 2/17106 10 036 00 000 10 036 00 000 Business Unit KS2 TOTALS State KS TOTALS Total Claims 5 Total Claims 10 Contested 5 100% Contested 8 80% Eligible 0 0% Eligible 2 20% Contested / Decided 4 80 % Contested / Decided 5 75% Contested / Pending 1 20 % Contested / Pending 2 25% Won 4 100% Won 5 631 Lost 0 0A Lost 1 17A Liability 3805600 Liability 8386400 Charges To Date 000 o / Charges To Dale 5 376 00 6 A Savings 2674600 7016 Savings 3584600 43% Liability Remaining 11 31000 30 A Liability Remaining 42 642 00 51 % Page 4 of 6 Period Covered 1/1/2006 to 12/31/2006 EMPLOYERSEDGE 9999 ABC Company (Sample) ) h i iH e w i < u i uc r �nr Run Date 3/1112008 Unemployment Claims Activity Report Grand Totals Total Claims 20 Contested 12 60 % Eligible a 40 A Contested/Decided 10 a39' Contested / Pending 2 17 % Won 9 90 16 Lost 1 10 A Liability 158 114 00 Charges To Date 10 294 00 7 % Savings 5285600 33 % Liability Remaining 94 964 00 60 A New Claims 20 Additional Claims 0 Hearings 3 Review Board 1 Page 5 or 6 Period Covered 1/1/2006 to 12/31/2006 9999 ABC Company (Sample) Separation Type jEMPLOYERSEDGE { I 1 J( 0` ( r Ikc) W # Claims Won Lost Pending Eligible Run Date 3/11/2008 Unemployment Claims Activity Report Liability Charges To Dt Savings Liab Remaining Discharge Inappropriate Conduct 1 1 0 0 0 10 036 00 000 10 036 00 000 Discharge Insubordination 2 1 0 1 0 2041000 000 910000 1131000 Discharge Job Performance 1 0 1 0 0 10 036 00 2 541 00 000 7 495 00 Discharge unacceptable Attendance 2 2 0 0 0 11 31000 000 11 31000 000 Discharge Violation Of Company Rule/Policy 1 1 0 0 0 5 400 00 000 5 400 00 000 Total Terminated 7 6 1 1 0 57 192 00 2 541 00 35 846 00 18 805 00 83 % Lack Of Work 7 0 0 0 7 66 002 00 6 943 00 000 59 059 00 Total Lack Of Work 7 0 0 0 7 66 002 00 6 943 00 000 59 069 00 0 .6 No Protest Per Instructions 1 0 0 0 1 11 31000 81000 000 10 500 00 Total Miscellaneous 1 0 0 0 1 11 310 00 81000 000 10 600 00 0A Quit For Other Employment 2 1 0 1 0 17 910 00 000 11 31000 6 600 00 Quit Job Abandonment 1 1 0 0 0 1 40000 000 1 40000 000 Quit Personal Reasons 1 1 0 0 0 000 000 000 000 Quit To Move 1 1 0 0 0 430000 000 430000 000 Total Duo 6 4 0 1 0 23 610 00 000 17 010 00 6 600 00 100 / Grand Totals 20 9 1 2 8 168 114 00 10 294 00 62 866 00 94 964 00 90 % Page 6 of 6 Taking Unemployment Cost Management Too Whole New Level Responsive, customer -focused approach delivers the highest win ratios in the industry For more than two decades, our experts have serviced the nation's largest and most demanding employers. Over that time, we've perfected a processing methodology that generates the industry's highest win ratios and produces the maximum cost savings for our customers. Our state-of-the-art claims management technology was designed and programmed by a team that has been developing and writing software in our industry for nearly 20 years. Plus, our depth of expertise covers all critical areas — information technology and reporting, claims management, hearings representation and board -of -review appeals, auditing and tax planning, educational training, account management and sales. Simply put, Employers Edge brings you the most experienced people and the most effective process — as well as the latest technology to support both. Are you paying too much in unemployment claims? The answer is probably yes. Although unemployment benefits were created for workers who lose their jobs through no fault of their own, many who don't qualify under this definition still collect benefits at employer expense. And company unemployment expenditures rise with every paid claim, whether it's legitimate or not. Save on your unemployment claims and costs. With Employers Edge, you can successfully defeat more invalid unemployment claims and save on escalating unemployment insurance costs. Compared to in-house attempts and competitive services, Employers Edge can increase your win rate by io to qo percent. As a result, you can drive down your expenditures accordingly, reduce your administrative overhead, and capture credits and/or refunds via our tax rate and benefit charges auditing. Unemployment Claims Management When an unemployment claim is filed against your business, the clock starts ticking. Employers Edge knows the varying deadlines, the differing state laws and procedures, and the documentation required to protest claims in every state. We treat each claim individually to give you the best possible chance of winning. You can count on the professionals at Employers Edge to: • Protest initial level claims utilizing thorough fact finding • Prepare witnesses with pre -hearing conferences • Represent you at hearings • File board -of -review final appeals • Audit all unemployment charges and tax rates • Analyze the feasibility of voluntary contributions to lower taxes • Provide detailed claims activity reports, plus individual decision updates at each level • Conduct educational training and provide legislative updates Unemployment Tax Planning Defending you against unqualified unemployment claims is just the beginning. By conducting internal audits, we can actually help you recoup monies already paid to the states — and reduce current and future expenditures. Through a collaborative partnership with Employers Edge, you can benefit from: Tax planning studies and compliance audits Merger/acquisition/restructure analysis Account maintenance (tax registrations and account closures) • Wage -base recoveries • Retrospective auditing/recoveries • Joint/Common rating analysis • Budgetary tax rate projections • Amended quarterly reports and federal qqo forms Employment and Wage Verification With Employers Edge, you can reliably and securely outsource the verification of employment and wage information for current and former employees. Working from continually updated data, we assemble pre -approved information for outside organizations such as mortgage or automotive lenders, prospective employers, property managers, and governmental agencies at little or no cost to you. Data can be added, changed, or deleted to meet your needs. Employers Edge gives you a fast, easy, dependable, and secure way to deliver this verifiable information online or by phone: Employee identification Employment start date Employment end date (if applicable) Social Security Number Birth date Job title Annual salary or hourly rate Wage or salary income for the year to date and last two years A s.v:au Sample• Total Unemployment Claims per Year • Edge 25 250 2,500 Annual Protestable Claims 17 170 1,700 Sample Current Claims Win % 70% 70% 70% Average Improvement with Employers Edge 15% 15% 15% New Win % 85% 85% 85% Potential Unemployment Charges Saved with Employers Edge (based on average claim value of $4,500) $13,500 $117,000 $1,147,500 Realistic Unemployment Tax Savings with Employers Edge (based on 45% of the claim value actually charged to the employers account) $6,075 $52,650 $516,375 Typical Annual Fee for Services (is variable based on client specific data) $1,200 $10,000 $90,000 Savings After Annual Fee $4,875 $42,650 $426,375 R01 with Employers Edge (dollars saved per dollar of annual fee) $5.06 $5.27 $5.74 ry dollqs-to tM with Employera.fdge can lead to a.eavinga of $5 for your ink Lid ;how you howl EMPLOYERSEaE 1385 S. Colorado Boulevard, Suite 322 Denver, Colorado 80222 720-891-4900 (Press 1) 877-235-3343 (Press i) www.employersedge.com Co of F�^ Collins Request for Proposal Proposal No P1135 Unemployment Claims Management Submitted by EMPLOYERSEDGE UNEMPLOYMENT COST CONTROL SOLUTIONS Contact Matthew G Brady 720- 891- 4902 m bradyCaD_employersedge corn August 1, 2008 EMPLOYERSEDGE Table of Contents IV Proposal Submittal Requirements A History & Structure, Resumes & Resources Pgs 3-7 B References Pg 7 C Northern Colorado/Fort Collins Experience Pgs 7-9 D Similar Accounts & Case Studies Pgs 9-10 E Cost Structure Pg 11 F Signed Vendor Statement Pg 12 Attachments Sample Reports Behind Pg 12 Page 2 of 12 = f L 10XXXX ABC Company Quarterly Summary of Run Date 6/15/07 EMPLOYERSEDGE Unemployment Activity Report Period June 1 2006 to May 31 2007 UNEMPLOYMENT COST CONTROL SOLUTIONS 6/1106 to 9/1/06 to 1211106 to 3/1107 to YTD 08/31/06 11/30/06 02/28/07 05/31/07 Summary Total Claims With Activity 152 179 142 183 656 New Claims this Period 131 165 128 171 595 ul Eligible Claims 117 117 117 117 468 Percentage Of Protestable Claims To Total Claims 56 6% 53 1 % 64 1 % 55 2% 56 9% Pending Claims 22 18 16 19 75 FNII Unfavorable Claims 9 9 14 12 44 Claims Win Ratio 85 9% 88 3% 81 3% 85 4% 85 2% Hearings Attended During Penod 11 17 12 14 54 Appeals To Board (including Employer & Claimant Appeals) 1 0 2 1 4 EMPLOYERSEDGE IV PROPOSAL SUBMITTAL REQUIREMENTS A Company History On behalf of the team here at Employers Edge we are grateful for the opportunity to respond to the City of Fort Collins s RFP for unemployment clamis management services We feel strongly that as you review our response to your RFP you will find that Employers Edge is the company that will generate the greatest overall reduction of unemployment expenditures for the City of Fort Collins There are three distinguishing factors that will set us apart from our competition and allow us to achieve that result for the City of Fort Collins 1 We utilize the decades proven most effective method of claims processing, which will produce the maximum unemployment cost savings 2 Unsurpassed IT systems supporting the entire process ensuring your claims are managed properly end to end meeting all critical deadlines (uutial protests appeals hearings and board level etc ) 3 We have assembled the industries most experienced staff averaging more than 10 years of direct unemployment experience per employee Employers Edge is a unique company that blends veteran industry experts with the most effective claims processing methodology and state of the art technology supporting the entire process To best understand our company history, and why Employers Edge is uniquely qualified to provide superior services to the City of Fort Collins a brief industry background is necessary Six years ago at the beginning of 2002 the unemployment claims management industry consisted of 6 large national compames, and a host of small regional companies By large national' we mean companies that had revenues of $10 to $30 milhon, processed claims mall 50 states and generally worked with the countrys largest employers By `smaller regional companies we mean companies with less than $3 million in unemployment claims management revenue and predominantly selling to small clients in a regional area In March of 2002 the Talx Corporation entered the unemployment claims management business by purchasing two of the country s large national compames on the same day (Gates/McDonald and Frick) Over the course of the next four years Tabs consolidated over 90% of the national market by acquiring the 4 other large national firms concluding with Colorado based Employers Unity on November 1" 2005 This dramatic industry consolidation led to a Federal Trade Commission (FTC) anti-trust inquiry On April 28ei 2008 a settlement in this case was announced between the FTC and Talx the details of which can be found at the following web address http //www ftc gov/opa/2008/04/talx shim It was Talx s final acquisition of Employers Unity that was the genesis of our company Employers Edge Employers Edge knew there was a proven better approach to unemployment claims processing than what was being offered by the industry giant As mentioned at the beginning of this summary there are a handful of smaller companies providing unemployment services across the country Many of these companies have been around for 10 or 20 years and have remained small likely because their service works well for their clientele What sets Employers Edge apart from these companies is the proven operational and information Page 3 of 12 01 EMPLOYERSEDGE technology expertise required to service the nation's largest most demanding employers This expertise is the foundation of our sophisticated data systems, comprehensive and user friendly reports expert claums management and knowledgeable tax planning Capitalizing on our Colorado location Employers Edge assembled some of the industries most talented and veteran employees from Employers Unity and began offering the market a higher quality alternative Organizational Structure Employers Edge was founded by Matt Brady and Steve Bell Matt spent 16 years with Employers Unity, and was their Vice President of Sales and Marketing at the time of the TaIx acquisition Prior to the Talx acquisition Matt and his sales team helped Employers Unity take over 275 accounts away from Talx by demonstrating statistically they had a better approach to claims management, and consequently would generate significantly more savings These accounts were some of the nation s largest employers including JP Morgan Chase Best Buy, Payless Shoe Source United Healthcare and Continental Airlines Steve Bell spent 17 years in the direct marketing industry and was a minority owner of a 400 employee Denver based call center/fulfillment company known as The Product Line That company was sold to Holden Marketing Support Services in June of 2000 where Steve stayed on in the role of Vice President and General Manager of call center division, until starting Employers Edge with Matt on February 2"d 2006 The Employers Edge team has 135 years of combined expertise in this industry all coming from the best of what was Employers Unity All of these industry veteran s believed that there was an opportunity to provide superior services and all were anxious to be a part of a company committed to maximizing the employers unemployment related savings Our claims department averages 8 years of direct industry experience per employee In fact, the clamis specialist on our staff with the least amount of direct industry experience has 6 years of expertise and has managed over 40 000 unemployment claims for employers Following are our brief bros of our management team Jef Skindzier — Director of Information Technology Jef spent 14 years with Employers Unity heading up their application design for most of his career there and rewriting their clarets management software on three different occasions Jef has developed and deployed a system we call EdgeWise built on the latest technology and far exceeding the features and capabilities of what was being used at his old company (and still being used by Talx today) Larry Blankenship — Director of Tax Planning Larry has spent 16 years in this business, all in the unique specialty of unemployment tax planning His expertise has saved hundreds of employers nullions of dollars through effective auditing and tax planning services Melanie Randolph — Client Services Manager Melame worked at Employers Unity for 10 years and was the Director of Claims She managed the 80 person claims department and oversaw the opening of Employers Unity's satellite claims office in North Platte NE in 2000 Her expertise includes claims management and supervision account management, and hearings representation Page 4 of 12 0 j EMPLOYERSEDGE Angie Samoy — Claims Operations Manager Angie has been in this business for over 10 years spending most of those years supervising a team of claims specialists Angie managed the opening of Employers Unity s claims management operations in Las Vegas NV Angie is a superior, senior level claims expert who has managed tens of thousands of unemployment claims nationwide on behalf of employers Jeff Weyand — Appellate Manager Jeff has 6 years of direct industry experience in his role as Appellate Manager for Employers Unity and Talx after the acgmsition Jeff has personally represented employers at thousands of unemployment hearings In his role as Appellate Manager he has managed the scheduling and representation of thousands of unemployment hearings in all 50 states He has supervised dozens of hearings representatives nationwide Below please find the customer care assignments for the City of Fort Collins The City of Fort Collins s assigned dedicated team (day to day contacts) has 56 years of direct unemployment industry expertise Nicole Toureau Claims Specialist has over 7 years of direct unemployment industry expertise and has managed over 50 000 unemployment claims for employers nationwide Angie Samoy, Claims Manager, Nicole's backup should she be out of the office or if you ever need further assistance Angie has over 10 years of direct unemployment industry experience Matt Brady Account Manager has over 17 years of direct unemployment industry expertise Larry Blankenship Auditing Analyst has over 16 years of direct unemployment industry expertise Jeff Weyand Appellate Manager has over 6 years of direct unemployment industry expertise Employers Edge has deployed one of the most efficient claims management work flow processes within our industry We were intimately familiar with the claims processing workflow of what was the nation s second largest provider of unemployment claims management services (Employers Unity) While that workflow had proven highly effective we knew that there were many areas where it could be improved upon and as a result have built the industry s most efficient system utilizing today s state of the art technology We invite you to a demonstration of EdgeWise so you may take an inside look at its features and capabilities The following are some of the key attributes of our EdgeWise claims management system (bullets below are proprietary/confidential) The EdgeWise system is paperless meaning all documents that flow into our organization are imaged on the front end and electronically distributed to the claims specialists desktop This prevents claims decisions hearing notices and other critical communications from getting "lost in the paper shuffle " • Employers Edge has deployed integrated document imaging to EdgeWise meaning all documents associated with a given claim can be viewed within the same system that manages the claim from start to finish Whether documents arrive via mail Page 5 of 12 EMPLOYERSEDGE email or fax, they are all stored as electronic images and indexed to a given claim This facilitates the efficient flow and exchange of information between our customers and the state agencies • All critical dates are logged as the documents are imaged enabling our supervisory staff to effectively manage deadlines through a series of daily management reports This ensures we never miss an important deadline Client Base (Please regard this client base section as Proprietary/Confidential) Employers Edge provides our services for over 450 individual employers operating in all 50 states Our customers include over 100 companies that have switched from Talx to Employers Edge in the last 2 years alone Fortune 250 employers like AON Insurance with 40,000 employees in all 50 states the State of Colorado (Colorado s largest reimbursable employer with 35 000 employees), Corporate Express (9 000 employees in 35 states) Furniture Row (3500 employees) Jeffco School District (the state s largest school reimbursable district with 12 000 employees) Lepnno Foods (3800 employees), Frontier Airlines (8 000 employees) MDC Holdings Quizno's and Kaiser Permanente (one of Colorado s largest reimbursable employers with 5 000 employees) are just a few of the prominent and widely recognized employers that have switched from Talx to our service With regard to similar Colorado based reimbursable employers who have switched from Talx Employers Edge currently represents state government (i a the State of Colorado) county government (i e Pueblo County) city governments (i e Cities of Longmont & Pueblo) school districts (i a Morgan County School District Re 3 Jeffco School District) park & recreational districts (i e Ken Caryl Metropolitan District & Foothills Park & Recreational District) and 501C3 non profit organizations (i e Volunteers of America) all of whom switched from Talx to Employers Edge The primary location that will be servicing The City of Fort Collins Employers Edge is headquartered in Denver Colorado with our primary operations center located in Northglenn, Colorado All clauns processing is managed in our Northglenn facility Employers Edge is the only unemployment provider managing claims and hearings in all 50 states that is headquartered right here in Colorado Since the acquisition of Employers Unity Inc in November of 2005 by TaLx more Colorado based employers (over 100) have switched to Employers Edge from TaLx than any other provider by a substantial margin For comparison our closest competitor in this area has taken away less than a handful of Colorado based employers from Talx since the acquisition Our ability to handle the workload should Employers Edge be awarded the business Our claims department averages 8 years of direct industry expertise Our claims specialists manage an average of approximately 5000 claims a year We have 1 claims specialist with 7 years of direct industry experience Nicole Toureau who has been assigned to the City of Fort Collins that has a current workload of 1200 claims so she has capacity for another 3800 claims Additionally we have a claims specialist with over 10 years of direct industry experience that is Page 6 of 12 0- EMPLOYERSEDGE completely open for new customers and has a capacity to manage another 5000 claims a year We lure expert personnel well in advance of their need to always make certain that we have more than enough capacity to manage the new customers that are selecting Employers Edge daily In fact we have already identified our next 2 hires in the claims area that we will bring on board as soon as we need them The City of Fort Collins has only 75 claims a year and 8 hearings a year, so that would be —1 5% of the workload of our average claims specialist As you can see from the workload metrics we are more than capable of managing your workload should we be selected B Reference and contact information for current customers (References Confidential) References State of Colorado (Largest Colorado reimbursable employer with 35 000 employees) 1301 Pennsylvania St, Ste 300 Denver CO 80203 Contact Gina Frank (303 837 3604) Colorado Judicial Branch Gina frankLdjudicial state co us Otero Junior College (Reimbursable employers that switched from Talx to Employers Edge) 1802 Colorado Avenue La Junta CO 81050 3346 Marlene Boettcher Human Resources 719-384-6824 marlene boettcher(a)olc edu Kroenke Sports Enterprises LLC (Switched from Talx to Employers Edge) (Colorado based sports giant & owner of the Denver Nuggets Colorado Avalanche, Colorado Crush, Colorado Rapids Colorado Mammoth & the Pepsi Center) 1000 Chopper Circle Denver CO 80204-5805 Contact Mike Skarzynski Manager Human Resources & Administrative Services 303 405 1332 mskarzynski(d),,pepsicenter com C Experience in Northern Colorado/Fort Collins Area (Please consider customers below Confidential) As mentioned earlier, more Colorado based and northern Colorado based employers that have switched from TaIx have selected Employers Edge than any other provider by a substantial margin since the acquisition of Employers Unity All of the companies that are mentioned below operate in Page 7 of 12 EMPLOYERSEDGE Northern Colorado and have switched from Talx to Employers Edge We represent Tynan s Nissan, Kia & Saab Dealerships in Fort Collins AIMS Commumty College in Greeley, Northeastem Jumor College in Sterling Morgan County School Distnct Re 3 in Fort Morgan, Greenleaf Wholesale Flonsts in Fort Lupton/Bnghton, and Big R of Greeley in Greeley The City of Longmont in Longmont is a new customer, but the effective date commences in the fall Additionally employers such as the State of Colorado, Corporate Express, Furniture Row and Qurzno's are a few examples of employers with operations in northern Colorado that we manage, but the corporate offices are based in the Denver Metropolitan area Please find additional northern Colorado references below Tynan s Fort Collins (Nissan, Kia & Saab) (Large auto retailer that switched from Talx to Employers Edge) 5811 S College Avenue Fort Collins CO 80525 Contact Matt Tynan, Owner 303 341 3224 matt tynan(c�tgs com Awns Community College (Switched from competition) 5401 W 20`h Street Greeley CO 80634 Susan Weber Human Resources Director 970 339-6283 susan weberr c arms edu Our knowledge and understanding of the goals and mission of the Fort Collins H R department are only what we have read through and understand from your websrte below The City of Fort Collins H R Department's Vision, Mission and Values Vision We are the recognized experts in providing leading edge innovative HR services Mission We partner to optimize the City's employee resources and to create and promote organizational excellence Values • Outstanding Customer Service We find ways to exceed our customer's expectations • Integrity We are honest ethical and trustworthy We exemplify the highest standards of behavior • Collaboration and Teamwork We partner and build relationships to create exceptional results • Innovation We explore new approaches and tools, finding creative ways to do business Page 8 of 12 OF j EMPLOYERSEDGE • Respect We treat people equitably with dignity and respect We care about employees and each other We create a safe environment • Knowledge We are experts in our field and bring leading edge thinking and practices to the City We continue to learn, grown and share • Optimism We work hard smart and have fun while doing it We look for the good in difficult situations D Similar Projects description and assessment of success Otero Jumor College (please contact the reference information above) was experiencing severe challenges with responsiveness very late notice on claims and hearings and expertise with its previous provider They are a reimbursable Colorado employer with a designated seasonal status They were very frustrated to have to continually explain to thew provider s day to day contacts how the Colorado seasonal status works They switched to Employers Edge and all of the performance and service challenges that they had been enduring where resolved quickly and easily As a result, Employers Edge is saving this reimbursable employer more money time and frustration with our more responsive and effective service Case Study Help at Home based in Chicago IL They are a home healthcare temporary assignment based business with — 900 claims a year that switched from Tale to Employers Edge on 6/l/2007 The TaLx reports displayed that Talx was generating a 47 02% gross win ratio (wins over total claims) before Employers Edge took over on 6/l/2007 With our more comprehensive responsive and effective service Employers Edge unproved the gross win ratio to 58 70% the next year That 1168 point (25% increase) improvement in the gross win ratio will save them approximately $200K in additional unemployment taxes beyond what was being achieved by the previous provider Case Study Fortune Top 250 employer based in Chicago IL (This case study Confidential) The critical metric/benchmarks that we improve beyond our primary competition are • We increase the gross win ratio (wins over total claims) — most critical factor • We increase the percentage of claims being protested • We increase the win ratio of the claims being protested • We reduce or eliminate entirely the non-compliance (late or no info etc ) claims • We reduce the percentage of pending claims When we achieve an improvement with these metncs/benchmarks we save the customer more money by reducing their unemployment expenditures beyond what was previously being achieved It is that simple For reimbursable employers even tiny improvements (2 points 5 points) in the gross win ratio will generate substantial additional savings because every dollar saved is an actual dollar in expenditures eliminated Page 9 of 12 0 EMPLOYERSEDGE The following information is from a case study that we just completed for a Fortune Top 250 employer with operations in all 50 states that switched from the largest provider to Employers Edge • We increase the gross win ratio (wins over total claims) — most critical factor Employers Edge (EE) increased the gross win ratio by 5 7 points (28% increase) from 20 7% to 26 4% • We increase the percentage of claims being protested EE increased the percentage of claims being protested by 3 points (8% mcrease) from 38% to 41 % • We increase the net win ratio of the claims being protested EE increased the net win ratio of the claims protested by 1 point (1 % mcrease) from 81 % to 82% • We reduce or eliminate entirely the non compliance (late or no info etc ) claims EE reduced the non-compliance claims by 13 2 points (81 % reduction) from 16 3% to 3 1 % • We reduce the percentage of pending claims EE reduced the pending claims by 10 points (32% reduction) from 31 % to 21 % The seemingly small increase in the gross win ratio of 5 7% saved this Fortune Top 250 employer $327,244 28 dollars in benefit charge liability (that is all that is relevant to a reimbursable employer) and approximately $147 259 93 in estimated unemployment taxes That is the simple reason why over 100 other employers have switched from the largest provider to Employers Edge as well We can easily demonstrate in a straightforward comparison of the key benchmarks/metrics that we are winning more claims and saving substantially more money than our primary competition Case Studies Summarized The wonderful feature about our industry is that there is a genuine quality financial differentiator The service provider that is the most meticulous timely, responsive and committed to highest quality protests and appeals is the provider that will generate the highest gross win ratios The service provider that generates the highest gross win ratio will save that customer the most money The annual fee we charge is really the smallest part of your overall unemployment expenditures Particularly for reimbursable employers the really big money is saved on the back end by the most effective service provider generating the highest gross win ratio (defined as the total number of claims won divided by the total number of unemployment claims) Our mission is to reduce our customer's unemployment expenditures by the maximum possible amount We achieve our mission by employing the most effective claims processing methodology supported by unsurpassed IT systems and managed by a proven veteran team of industry experts Page 10 of 12 EMPLOYERSEDGE E Pricing Information (Pricing Information Confidential) The unemployment cost control services provided by Employers Edge met and exceed all requirements with regard to the items of service outlined in II Scope of Work of the RFP Additionally, we have no issues with the items outlined in III Compensation & Length of Contract Employers Edge is solely an unemployment cost control provider but we do have several partners that we work with that provide high quality Employment Verification services that we will refer to you to evaluate We would need more mformation with regard to your employment verification workload and the breakdown of the private verifications versus the governmental venfications Often there is no cost to the employer for these services but that will depend on your workload breakdown of the private vs governmental verifications A critical differentiating factor is our model of clainrs processing is centered around 1) protesting all quits and discharges unless you specifically tell us not to and 2) giving you notice of a new claim or hearing within 24 hours such that you have the maximum amount of time possible to gather the separation information and prepare for hearings One of the most frequent complaints that we hear about Talc is that they are continually calling at the last minute to gather separation information on claims or to notify or prepare their client for a hearing Inevitably that leads to protests/heanngs with missing or mcomplete information and even non compliance (no into received claims) claims Our Pricing We offer a simplified pricing model based on claims activity and have based our proposal on the following annualized numbers Annual New Claims Activity 75 Protested Claims 23 Non -Protested Claims 52 Annual Hearmgs/Board Appeals 8 Based on these figures our pricing would be Annual Fee $1,900 Quarterly Billing (at the beginning of each quarter) $475 All the fees above are subject to an annual fee increase tied to the Consumer Price Index, but capped 1o' at 3% m any given year If the CPI is less than 3%, then you pay the lower rate Page 11 of 12 0-1 EMPLOYERSEDGE F Signed Vendor Statement I have read and understand the specifications and requirements for this bid and I agree to comply with such specifications and requirements I farther agree that the method of award is acceptable to my company I also agree to complete SERVICES AGREEMENT with the City of Fort Collins without revision within 30 days of notice of award If contract is not completed and signed within 30 days City reserves the right to cancel and award to the next highest rated firm FIRM NAME _Employers Edge. LLC ADDRESS 1385 S Colorado Blvd, Ste 322 Denver CO 80222 EMAIL ADDRESS in brady(&emploversedge com PHONE 720) 8914902 BIDDERS NAME Matthew G Brady SIGNATURE SERVICE ISSUES CONTACT _Matthew G Brady TELEPHONE (720)8914902 FAX _(303)691-0500 EMAIL in bradydRemploversedae com CELL # _(303) 906-4283 EMERGENCY (3031745-6079 BILLING ISSUES CONTACT Steve Bell TELEPHONE _(720)891-4901 FAX (303) 691-0500 EMAIL s bell0emploversedae com CELL # _(303) 886-18" EMERGENCY (303) 770 9025 BACKUP Matt Brady. (303) 906-4283 Page 12 of 12 j EMPLOYERSEDGE UNEMPLOYMENT COST CONTROL SOLUTIONS Account Transition Timeline Sale Completed States & SUTA Info Delivered to Employers Edge Effective Date I I I Employers Edge provides State Power of Aftorne PDA) forms to Client for signature 1 I I During this window the prior vendor processes all claims hearings etc with a due date prior to the Effective Date (E D ) forwarding all items with due dates on or after the E D to Employers Ed e 1 Employers Edge is 1 now processing all 1 claims on behalf of client Week 1 After Week 2 After Each state processes the POA forms at different rates thus the prior vendor is instructed to immediately forward anything that Client returns signed POA s to Employers arrives or has a due date after the Effective Date to Employers I Edge forms are copied and forwarded Edge and we will process any new items arriving before the immediately to the states Effective Date i Specific Instuctions given to prior vendor in Cancelation Letter Continue to Process as Normal All unemployment claims with a response due date prior to the Effective Date All appeals (decisions) at the initial level hearing level and board level with an appeal due date prior to the Effective Date Hearings (preparation and attendance) with a set scheduled date prior to the Effective Date Forward Immediately to Employers Edge All unemployment claims with a response due date on or after the Effective Date All appeals (decisions) at the initial level hearing level and board level with an appeal due date on or after the Effective Date All hearing notices with a set scheduled hearing date on or after the Effective Date Period Covered 1/1/2006 to 12/31/2006 9999 ABC Company (Sample) Business Unit CO1 Denver State CO Colorado EMPLOYERSEDGE r - r i, C i Run Date 3/11/2008 Unemployment Claims Activity Report Claimant Name SSN BYE Sep Date Sep Reason Status Dt Last Paid Level Appealed By State /TaxlD Type Date Completed Comments Liability Charges To Dt Savings Liability Remaining Bronson Audrey 7777 3/4/07 3/1106 Quit To Move Won N/A Initial N/A CO 123456 00 1 LB 3/11/06 4 300 00 000 4 300 00 000 Delgado James 2211 2/13/07 2/11106 No Protest Per Instructions Eligible 6/30/06 Initial N/A CO 123456 00-1 LB 2/15/06 No protest per John H 2/15 11 31000 81000 000 10 500 00 Doe John 5555 3/17/07 3/17/O6 Lack Of Work Eligible 6/30/06 Initial N/A CO 123456 00 1 B 3/24/06 1 500 00 5800 000 1 44200 Garcia Juan R 7777 2/22/07 2/20/06 Discharge Unacceptable Attendance Won N/A Hearing Claimant CO 123456 00 1 LB 2/28/06 11 31000 Goo 11 31000 000 Gibson Toni -4522 2/22/07 2/15/06 Quit Personal Reasons Won N/A Initial N/A CO 123456 00 1 L 2127/06 000 0 00 000 0 00 Business Unit CO1 TOTALS Total Claims 5 Contested 3 60% Eligible 2 40% Contested / Decided 3 100.6 Contested / Pending 0 0 /6 Won 3 100% Last 0 0% Liability 2842000 Charges To Date 86800 3 % Savings 15 610 00 55 % Liability Remaining 11 942 00 42 A Page 1 of 6 Period Covered 1/1/2006 to 12/31/2006 9999 ABC Company (Sample) 0 EMPLOYERSE.DG E Business Unit CO2 Colorado Springs State CO Colorado Claimant Name State /Tax ID Franks Charlie CO 123456 00 1 Johnson Andrew CO 123456 00 1 Johnson Mary P CO 123456 00 1 Rush Terry M CO 123456 00 1 Smith Angela CO 123456 00 1 SSN Type BYE Date Completed Sep Date Comments Sep Reason 3334 3/17/07 3/10/06 Lack Of Work LB 3/24/06 3333 3/17/07 3/10/06 Lack Of Work LB 3/24/06 8787 2/21/07 2/5/06 Lack Of Work LB 2/28/06 7878 2/17/06 2/11/06 Lack Of Work LB 2/24/06 -4444 3/5/07 2/28/06 Quit Job Abandonment LB 3/11/06 Business Unit CO2 TOTALS State CO TOTALS Total Claims 5 Total Claims Contested 1 20% Contested Eligible 4 80 A Eligible Contested / Decided 1 100 % Contested / Decided Contested / Pending 0 0 % Contested / Pending Won 1 10016 Won Lost 0 0 % Lost Liability 45 830 00 Liability Charges To Date 4 050 00 9 % Charges To Dale Savings 140000 3A Savings Liability Remaining 40 380 00 88 % Liability Remaining 10 4 40% 6 60 % 4 100/ 0 0•-16 4 100A 0 0.6 74 250 00 491800 7% 1701000 23% 52 322 00 70 % Run Date 3/11/2008 Unemployment Claims Activity Report Status Ot Last Paid Liability Charges To Dt Eligible 6/30/06 11 31000 40500 Eligible 6/30/06 10 500 00 40500 Eligible 6/30/06 11 31000 2 025 00 Eligible 6/30/06 11 31000 1 21500 Won N/A 140000 000 Level Appealed By Savings Liability Remaining Initial N/A 000 10 905 00 Initial N/A 000 10 095 00 Initial N/A 000 928500 Initial N/A 000 10 095 00 Initial N/A 1 400 00 000 Page 2 of 6 Period Covered 1/1/2006 to 12/31/2006 ^ 9999 ABC Company (Sample) C� EMPLOVERSE.DGE Business Unit KS1 Topeka State KS Kansas Run Date 3/11/2008 Unemployment Claims Activity Report Claimant Name State /Tdx1D SSN Type BYE Date Completed Sep Date Comments Sep Reason Status Liability Dt Last Paid Charges To Dt Level Savings Appealed By Liability Remaining Beal Thomas -6777 3/17/07 3/10/06 Lack Of Work Eligible 6/30/06 Initial N/A KS 111111 LB 3/27/06 10 036 00 40500 000 9 631 00 Elliot Timothy 4444 3/17/07 3/15/06 Quit For Other Employment Pending N/A Initial N/A KS 111111 LB 3/21/06 6 600 00 0 00 0 00 6 600 00 Stevens Joseph 7575 2/4107 1/30/06 Discharge Job Performance Lost 6/30/06 Initial N/A KS 111111 B 2/15/06 10 036 00 2 541 00 000 7 495 00 Wilson George 2222 1/8/07 1/2/06 Discharge Insubordination Won 6130/06 Initial N/A KS 111111 B 1/19106 9 10000 000 9 10000 000 Young Mark 5858 2/15/07 2111/06 Lack Of Work Eligible 6/30106 Initial N/A KS 111111 LB 2/26/06 10 036 00 2 430 00 000 7 606 00 Business Unit KS1 TOTALS (Total Claims 5 Contested 3 60% Eligible 2 40% Contested / Decided 2 67 % Contested/Pending 1 33% Won 1 50 A Lost 1 50 % Liability 45 808 00 Charges To Date 5 376 00 12 A Savings 910000 20% Liability Remaining 31 33200 68,6 Page 3 of 6 Period Covered 1/1/2006 to 12/31/2006 EMPL.OYERSEDGE 9999 ABC Company (Sample) rl — ( I I,C i� Business Unit KS2 Wichita State KS Kansas Claimant Name SSN BYE Sep Date Sep Reason State /TdxlD Type Date Completed Comments Azusa Maurice 2121 3/10107 317/06 Discharge Unacceptable Attendance KS 111111 L 3/15/06 Easton John M 2212 1/17/07 1114106 Discharge Violation Of Company Rule/Policy KS 111111 LB 1/23/06 Holliday Janet 8877 2/28/07 3/l/06 Quit For Other Employment KS 111111 LB 3/9/06 Smith John -6666 2/9/07 2/1106 Discharge Insubordination KS 111111 B 2/17/06 Washington Gregory A 1111 2/6/07 2/4/06 Discharge Inappropriate Conduct KS 111111 B 2117/06 Business Unit KS2 TOTALS State KS TOTALS Total Claims 5 Total Claims 10 Contested 5 100% Contested 8 80% Eligible 0 0% Eligible 2 20% Contested / Decided 4 80 % Contested / Decided 6 75% Contested / Pending 1 20 % Contested / Pending 2 25.6 Won 4 100% Won 5 83% Lost 0 0% Lost 1 17% Liability 38 056 00 Liability 83 864 00 Charges To Date 000 0% Charges To Date 5 376 00 6 A Savings 26 746 00 70 % Savings 35 846 00 434 Liability Remaining 11 31000 30 A Liability Remaining 42 642 00 51 % Run Date 3/11/2008 Unemployment Claims Activity Report Status Dt Last Paid Liability Charges To Dt Won N/A 000 000 Won N/A 5 400 00 000 Won N/A 11 31000 000 Pending N/A 11 31000 0 00 Won 6/30/06 10 036 00 000 Level Appealed By Savings Liability Remaining Initial N/A 000 000 Hearing Employer 5 400 00 000 Initial N/A 11 31000 000 Initial N/A 000 11 31000 Board Claimant 10 036 00 000 Page 4 of 6 Period Covered 1/1/2006 to 12/31/2006 ^ Run Date 3/11/2008 9999 ABC Company (Sample) (`•� EMPLOYERSEDGE Unemployment Claims Activity Report Grand Totals Total Claims 20 Contested 12 60 % Eligible 8 40 % Contested / Decided 10 83 /6 Contested / Pending 2 17 % Won 9 9016 Lost 1 10 A Liability 158 11400 Charges To Data 10 294 00 7 % Savings 52 856 00 33 / Liability Remaining 94 964 00 60 % New Claims 20 Additional Claims 0 Hearings 3 Review Board 1 Page 5 of 6 Period Covered 1/1/2006 to 12/31/2006 Run Date 3/11/2008 EMPLOYERSEDGE 9999ABC Com an (Sample) Company P I 1 - 1 IL Unemployment Claims Activity Report Separation Type # Claims Won Lost Pending Eligible Liability Charges To Or Savings Liab Remaining Discharge Inappropriate Conduct 1 1 0 0 0 10 036 00 000 10 036 00 000 Discharge Insubordination 2 1 0 1 0 2041000 000 910000 1131000 Discharge Job Performance 1 0 1 0 0 10 036 00 2 541 00 000 7 495 00 Discharge Unacceptable Attendance 2 2 0 0 0 11 31000 000 11 31000 000 Discharge Violation Of Company Rule/Policy 1 1 0 0 0 5 400 00 000 5 400 00 000 Total Terminated 7 5 1 1 0 57 192 00 2 541 00 35 846 00 18 806 00 83 % Lack Of Work 7 0 0 0 7 66 002 00 6 943 00 000 59 059 00 Total Lack Of Work 7 0 0 0 7 66 002 00 6 943 00 000 59 059 00 0% No Protest Per Instructions 1 0 0 0 1 11 31000 81000 000 10 500 00 Total Miscellaneous 1 0 0 0 1 11 31000 81000 000 10 600 00 0% Quit For Other Employment 2 1 0 1 0 17 910 00 000 1131000 660000 Quit Job Abandonment 1 1 0 0 0 140000 000 140000 000 Quit Personal Reasons 1 1 0 0 0 000 000 000 000 Quit To Move 1 1 0 0 0 4 300 00 000 4 300 00 000 Total Quit 5 4 0 1 0 23 610 00 000 17 010 00 6611000 100 A Grand Totals 20 9 1 2 8 168 114 00 10 294 00 52 856 00 94 964 00 90 % Page 6 of 6 10XXXX ABC Company Run Date 6/15/07 Report Penod June 1 2006 to May 31 2007 OIJ EMPLOYERSEDGE JNEISPLoymENT COST CONTROL SQI UT,ONs Quarterly Summary of Unemployment Activity 6/1/06 to 9/1/06 to 12/1/06 to 3/1/07 to YTD 08/31/06 11/30/06 02/28/07 05/31/07 Summary Total Claims With Activity 152 179 142 183 656 New Claims this Period 131 165 128 171 595 101 373 Eligible Claims 117 117 117 117 468 Percentage Of Protestable Claims To Total Claims 56 6% 53 1 % 64 1 % 55 2% 56 9% 82 298 Pending Claims 22 18 16 19 75 Unfavorable Claims 9 9 14 12 44 Claims Win Ratio 85 9% 88 3% 81 3% 85 4% 85 2% Hearings Attended During Period 11 17 12 14 54 Appeals To Board (including Employer 8 Claimant Appeals) 1 0 2 1 4 Potential Liability $502 498 23 $517 824 56 $477 826 51 $551 425 58 $2 049 574 88 Average Liability per Claim $3 305 91 $2 892 87 $3 364 98 $3 013 25 $3 124 35 Liability Removed $112 546 84 $128 529 63 $117 869 36 $134 589 25 $493 535 08 Charges to Date $11 81075 $21 58965 $18 527 41 $28 542 56 $80 470 37 42974 $388 293 77 Erroneous Charges Recovered $0 00 ($2 564 52) ($4 029 86) $0 00 ($6 594 38) T A T E -NJ LAMAR I r I T i ! I I- CLINCO '0 C N. AI 1 -11,- a 9*04 Morgan County School District R CLAIMS FLOW CHART EMPLOYERSEDGE Former worker files Unemployment Claim Claim sent directly to Employers Edge Last Claim Notice may be sent to job location Employer forwards to EE EE Claim Representative receives Unemployment Claim All Sep data/documentation gathered from Employer according to client specific procedures by Claim Rep I PROTEST OF CLAIM Claims Rep files protest to State by deadline (if protesting) State Adjudicator calls if Claimants separation explanation conflicts with Employer Response Claims Rep contacts client immediately if necessary for additional information Claim Rep responds to State Adjudicator with requested details before deadline INITIAL DECISION Ruling based on information provided by both claimant and employer Favorable Decision Unfavorable Decision Closeout claim EE files appeal 7apepa in the Claimant may to State after Employers file appeal verification of favorper all data decision Employer receives letter with favorable notification NOTICE OF HEARING Received by Employers Edge Page 1 of 2 Employer receives letter with closed notification CLAIMS FLOW CHART ENIPLOYERSEDGE NOTICE OF HEARING Received by Employers Edge Employers Edge Scheduling Dept assigns Hearing Rep to case Hearing Rep notifies Employer of upcoming hearing within 24 hours of receipt of Notice Pre Hearing Conferences EE preparing witnesses facts and supporting documentation If phone hearing all pertinent documents for hearing are sent to claimant and State 48 hours prior to hearing ATTEND HEARING Employers Edge conducts Opening and Closing Arguments Presents case w/ Witness Testimony and Cross Examination EE Post Hearing Conference with Hearing Witnesses 1 HEARING DECISION State Referee mails out decision 1 I Favorable Decision I Closeout claim in the Employer s favor per decision Employer receives letter with favorable notification Claimant files Appeal Unfavorable Decision EE files appeal Closeout claim if Hearing if existing facts Referee erred do not support in the Decision an appeal that would prevail ' Employer receives letter EE Hearing Rep prepares legalistic written with closed Argument and submits to Board for Review notification BOARD OF REVIEW DECISION Rendered by State with evidence/testimony already submitted Favorable Decision Unfavorable Decision Employer EE advises Employer receives letter Employer of receives letter with favorable options to take with closed notification further m Court notification Page 2 of 2% Corporate Express X9000,11 e r r d ; 1 ,i K I . 1, -, F I " GARY-WILLIAMS 714F 7,- F� Fl Fj -7 N V AR moor, , y L�Oj Period Covered 1/1/2006 to 12/31/2006 sseeABC Company (sample) 0EMPLOYERSEDGE Business Unit C01 Denver State CO Colorado Run Date 3/11/2008 Unemployment Claims Activity Report Claimant Name state /Tax/D SSN Type BYE Date Completed Sep Date Comments Sep Reason Status Liability Of Last Paid Charges To Dt Level Savngs Appealed By Liability Remaining Bronson Audrey A 7777 314/07 3/1/06 Quit To Move Won N/A Initial NIA CO 123456 00-1 LB 3/11/06 4 300 00 000 4 300 00 000 Delgado James 2211 2/13/07 2111/06 No Protest Per Instructions Eligible 6/30/06 Initial NIA CO 123456 00 1 LB 2/15/06 No protest per John H 2/15 11 31000 81000 000 10 500 00 Doe John 5555 3/17/07 3/17/06 Lack Of Work Eligible 6/30/06 Initial NIA CO 123456 00 1 B 3/24/06 1 50000 5800 000 1 44200 Garcia Juan R 7777 2/22/07 2/20106 Discharge Unacceptable Attendance Won N/A Hearing Claimant CO 123456 00 1 LB 2/28/06 11 31000 000 11 31000 000 Gibson Toni -4522 2122/07 2/15/06 Quit Personal Reasons Won N/A Initial N/A CO 123456 00-1 L 2/27/06 000 000 000 000 Business Unit C01 TOTALS Total Claims 5 Contested 3 60 % Eligible 2 40% Contested / Decided 3 100 / Contested / Pending 0 0 % Won 3 100% Lost 0 0 % Liability 28 420 00 Charges To Date 86800 3 % Savings 15 610 00 55 % Liability Remaining 1194200 42% Page 1 of 6 Period Covered 1/1/2006 to 12/31/2006 EMPLOYERSEDGE 9999 ABC Company (Sample) f 1I a r c < ra i u r 5 rd Business Unit CO2 Colorado Springs State CO Colorado Claimant Name SSN BYE Sep Date Sep Reason State /TaxlD Type Date Completed Comments Run Date 3/1112008 Unemployment Claims Activity Report Status Dt Last Paid Level Appealed By Liability Charges To Dt Savings Liability Remaining Franks Charlie 3334 3/17/07 3/10106 Lack Of Work Eligible 6/30/06 Initial N/A CO 123456 00 1 LB 3/24/06 11 31000 40500 000 10 905 00 Johnson Andrew 3333 3/17/07 3/10106 Lack Of Work Eligible 6/30/06 Initial N/A CO 123456 00 1 LB 3/24/06 10 500 00 40500 000 10 095 00 Johnson MaryP 8787 2/21/07 2/5/06 Lack Of Work Eligible 6/30/06 Initial N/A CO 123456 00 1 LB 2/28/06 11 31000 2 025 00 000 9 285 00 Rush TerryM 7878 2117/06 2/11/06 Lack Of Work Eligible 6130106 Initial N/A CO 123456 00-1 1-8 2/24/06 11 31000 1 21500 000 10 095 00 Smith Angela 4444 3/5/07 2/28106 Quit Job Abandonment Won N/A Initial N/A CO 123456 00 1 LB 3/11/06 1 40000 000 1 40000 000 Business Unit CO2 TOTALS State CO TOTALS Total Claims 5 Total Claims 10 Contested 1 201 Contested 4 40% Eligible 4 80% Eligible 6 60% Contested / Decided 1 100 % Contested / Decided 4 100% Contested / Pending 0 0% Contested / Pending 0 0% Won 1 10016 Won 4 100k Lost 0 0% Lost 0 0% Liability 45 830 00 Liability 74 250 00 Charges To Date 4 050 00 9 A Charges To Date 4 918 00 71 Savings 140000 3,6 Savings 1701000 23% Liability Remaining 40 380 00 88,6 Liability Remaining 52 322 00 70 % Page 2 of 6