1. Risk Management Forum Thursday, October 14, 2010

2. Contracts, Procurement, & Risk Management Phone : 756-2232 or 756-6755 riskmanagement@calpoly.edu David Carroll, Risk Manager, 6666 Melissa Swanson, Risk Analyst, 6755

3. Today’s Topics Waiver of Liability form; fresh from the CSU Chancellor’s Office Approved Drivers : who, what, where, when, how & why

4. New Approved Waiver of Liability CSU Executive Order 1051 The objective of risk management is to reduce the adverse effects of losses experienced by the university. One method of controlling risk is the use of third party waivers.

5. What’s a waiver? An agreement that informs the participant that there are risks associated with an activity. Accidents do happen. By signing the release they are accepting personal responsibility for these risks and any needed medical care. By signing they are promising NOT to sue the university.

6. Who needs to sign waivers? Students, 18 or older, who choose to participate in the activity For minors, <18 years old, a parent or legal guardian must sign The general public, if participating in an open event. Parents must sign for minors.

7. When do we use waivers? When your risk analysis of the activity determines that it is beyond routine risk. Could include the following: Field trips Club or program activities Out of the classroom and off campus travel for students Class projects or lab work High risk or physical activities: organized hikes, 5K events, walks, bike rides, axe throwing, other recreation events: beyond routine risk Conferences and workshops

8. When do we use other waivers? Certain activities require additional considerations for the agreement: Field trips longer than three days: participation agreement International Travel Sports Club or high risk program activities All international travel involving students must go through International Education Programs (IEP) http://www.calpoly.edu/~iep/index.htmlhttp://www.calpoly.edu/~iep/index.html

9. What’s NEW about the waiver? Combines the previous two page document into one page Includes direct references to travel to and from the activity More direct language: “I promise not to sue …”

10. AFD Website

12. RELEASE OF LIABILITY, PROMISE NOT TO SUE, ASSUMPTION OF RISK AND AGREEMENT TO PAY CLAIMS Activity: Annual race to the “P” while juggling chainsaws Activity Date(s) and Time(s): Saturday, October 16, 2010 1:00 PM Activity Location(s): University Plaza to the “P” and back Risks specific to this Activity: falls, sprains and strains, chainsaw cuts, skinned knees, blisters, dehydration

13. Driving on University Business Faculty, Staff, Student or “Other” Laurie Lipson Environmental Health & Safety 756-6665

14. AFD Website

16. University Faculty or Staff Send in the Completed Form With a Copy of Drivers License Renew every FOUR Years X

17. University Student Assistant Is PAID for his/her work Send in the Completed Form With a Copy of Driver’s License Renew Every Year X

18. Corporation Employee Employee is NOT employed by the State of California Send in the Completed- “Request to Operate Vehicle on University Business” form with Copy of Driver’s License to - Environmental Health & Safety Building 80 Identified Volunteer – HR Form HR, Bldg. 1, Room 110 Renew every year X X

19. X X ASI Employee Employee is NOT employed by The State of California Send in the Completed- “Request to Operate Vehicles On University Business” Form with Copy of Driver’s License to Environmental Health & Safety Building 80 Identified Volunteer – HR Form HR Building 1, Room 110 Renew Every Year

20. X X Other Volunteer and/or Student who is not employed by The State of California Definition of Student Volunteer is - A Non Paid Student volunteering his/her time. In addition a volunteer is – Alumni or Visitor Send in the Completed - “Request to Operate Vehicles on University Business” Form along with Copy of Driver’s License - Environmental Health & Safety, Building 80 Identified Volunteer – HR Form HR Form is sent to: HR, Building 1, Room 110 Renew every year

21. Defensive Driver Training Program

22. Only if you will be driving your OWN vehicle on State Business: This stays in your department files and is signed annually STD. 261 (REV 3-95)

23. What constitutes driving on “University Business”? An activity that requires a Travel Form 1A http://www.afd.calpoly.edu/FiscalServices/Forms/TRVL-1aform.xls - If there are several people traveling in the car with the driver, attach a list of the people who are traveling in your car to the 1A An activity within the course and scope of your job An activity in which a person is designated as a University Volunteer (V1) for the express purpose of driving (through Human Resources)

24. Cal Poly State University Form 1A

27. To be completed by NON-STATE employees (i.e. Corporation or ASI staff; university volunteers)

28. Contact Information David Carroll, Risk Manager Phone: 756-6666 Melissa Swanson, Risk Analyst Phone: 756-6755 Our website: http://www.afd.calpoly.edu/cprm/riskmanage.asp?pid=5 Email: riskmanagement@calpoly.edu riskmanagement@calpoly.edu Main Phone: 756-6755 or 756-2232

29. Questions?