Room with People

Consulting

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 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
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