← PortfolioCooper's HawkMid-Year Review · FY26
Risk Management

Insurance Certificates Platform

Z_2026_DeferredInsurance Certificates Platform

Narrowly focused platform for managing substantial numbers of certificates of insurance across the business. Today this process is handles 100% manually and certificates are saved to a drive without an easy way to reference or identify certificates. Cost for this sub platform $15-$20k

Stage
In Flight
Level
Level 3: Dept Project
Health
Proposed
Latest Update · Jun 25, 2026

6/25: Broker's system not ideal, but will do an additional demo just on certificates. 4.16.26 - Lara reviewing broker's system that will cost nothing and may work, but need to confirm. Do not need to wait if no-cost system is determined to be sufficient. Lara to continue the process of analyzing the system. 3.26.26 Per IT SteerCo discussion with Matt/Lara/Tim/Dawn/Dave, this is deferred to 2027+.

Department
Risk Management
Strategic Pillar
3 OPTIMIZE PERFORMANCE
Executive Sponsor
Matt R
Owner
—
IT Dependency
Yes
IT Roadmap
Future Add
Fiscal Year / Quarter
FY25
Timing
FY25 Q1-2
Start Date
—
Target End
—
Budget
—
Status
Proposed
Status Updates · 10
2y 6m running
PendingJun 25, 2026

6/25: Broker's system not ideal, but will do an additional demo just on certificates. 4.16.26 - Lara reviewing broker's system that will cost nothing and may work, but need to confirm. Do not need to wait if no-cost system is determined to be sufficient. Lara to continue the process of analyzing the system. 3.26.26 Per IT SteerCo discussion with Matt/Lara/Tim/Dawn/Dave, this is deferred to 2027+.

PendingApr 16, 2026

4.16.26 - Lara reviewing broker's system that will cost nothing and may work, but need to confirm. Do not need to wait if no-cost system is determined to be sufficient. Lara to continue the process of analyzing the system. 3.26.26 Per IT SteerCo discussion with Matt/Lara/Tim/Dawn/Dave, this is deferred to 2027+.

DeferredApr 1, 2026

3.26.26 Per IT SteerCo discussion with Matt/Lara/Tim/Dawn/Dave, this is deferred to 2027+.

ProposedJan 19, 2026

1.19.26 per Lara: no work underway, but would like project to be considered for 2026.

PendingOct 9, 2024
DeferredOct 9, 2024

10.7.24: in conjunction with RM platform or separate

DeferredOct 9, 2024

10.7.24: Future Consideration; captured in 2024

On-holdJun 7, 2024

6.7.2024: Evaluating existing resources to determine if a new system is still needed this year.

In Progress/On TrackMay 17, 2024

12.8.23 YE: Added at YE; establish third party platform for tracking and issuing certificates of insurance (current process manual and with gaps)

Not StartedDec 25, 2023

12.8.23 YE: Added at YE; establish third party platform for tracking and issuing certificates of insurance (current process manual and with gaps)

Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26