Contract Insurance Requirement & Tools

Attention! Complete a Risk Assessment Prior to Completing an Insurance Requirement Template!

Risk Assessment Tools for Determining Insurance Requirements

After completing the risk assessment, Use the results from the risk assessment to complete the template. The templates include insurance coverages that may not be applicable to a current situation. The risk assessment will help determine which insurance coverage to request.

Insurance Requirement Assessment Tool

• Insurance Requirements
  • Schedule A1: General Requirements 
  • Schedule A2: Professional Services Schedule 
  • Schedule A3: Information Technology Schedule
  • Schedule A4:  Public Works
  • Schedule A5:  Department of Transportation Projects

Services and Goods Risk Assessment Tool and Templates (Coming Soon)

• TOOL: Services and goods contracts and grant agreements
• Template for services and goods contracts
• Template for services and goods intergovernmental agreements (IGA)
• Template for grant agreements

IT Risk Assessment Tool and Template (Coming Soon)

• TOOL: IT (SaaS and System Acquisition) contracts
• Template for IT (SaaS and System Acquisition) contracts

Construction Risk Assessment Tool and Templates (Coming Soon)

Step-by-step Instructions for the Construction tools.

• TOOL: TC Traditional construction contracts
  • Template for traditional construction
• TOOL: DB Design/build construction contracts
  • Template for design/build
• TOOL: CMGC General contractor OR general contractor contracts
  • Template for general contractor services
• TOOL: CMGC General contractor AND general contractor contracts
  • Template for construction manager and general contractor services (serving both roles)
  • Template for construction manager services (serving single role)
• TOOL: AERS Architectural & engineering/related services contracts
  • Template for architectural & engineering services
  • Template for related services