• Consulting-500

Consulting Agreements

The appropriate template for consulting and professional services agreements, including Environmental Consultations, depends on whether professional liability insurance is required.

A Special Note About Professional Liability (Cyber Liability; Technology Errors & Omissions)

If the Consultant will have access to individuals' private, personally identifiable information, please use Template 5 or Template 6, as additional Cyber Liability coverages are required. If the situation is questionable, please Contact Risk Management.

Sole Proprietors

Sole Proprietors with limited Auto Use

Limited Auto Use is defined as occasional trips to meetings. If the Scope of Work includes even a remote possibility of transporting people or property it is NOT Limited Auto Use.

  • If professional liability is required, use Template 6.
  • If professional liability is not required, use Template 4.

Sole Proprietors with more Auto Use

  • If professional liability is required, use Template 5.
  • If professional liability is not required, use Template 3.

Learn more about Professional Liability Insurance Requirement

Corporations, Partnerships, and LLC's

  • If professional liability is required, use Template 5.
  • If professional liability is not required, use Template 3.

Learn more about Professional Liability Insurance Requirement

Environmental Consultants

Consultants who provide advice, reports, or studies relating to hazardous materials or other environmental issues.

  • Professional liability is required, use Template 5

Contact Information

Jamie Bloom, Insurance Manager

Reesha Ruel, Liability Manager

Risk Management Division

Human Resources Department

Business Hours
Monday – Friday
8:00 AM – 5:00 PM
Contact us by Phone
Address
575 Administration Drive
Room 116 B
Santa Rosa, CA 95403
38.465237, -122.725363

Contracts Exempt from Insurance

Certain contracts pose low risk, therefore, they are exempt from insurance requirements.

Learn more