9-PD 1.1 Attachment F Insurance Instructions.pdf
PDF 756 KB Posted
- Attached to
- Employee Benefits Consultant
- Solicitation number
- RFP 25-008
- Issued by
- Williamson County, San Antonio City, Texas
About this file
This document is an insurance instructions attachment issued by the City of Round Rock, Texas, detailing requirements for certificate of insurance submissions from contractors and service providers. The instructions specify comprehensive insurance documentation procedures that must be completed and submitted to the City, including detailed information about the certificate of insurance date, producer and insured information, insurer details including NAIC numbers, and specific coverage types required based on the nature of work performed. The City requires General Liability Insurance with occurrence-type policies (though claims-made policies may be accepted with special approval), Automobile Liability Insurance covering any auto, all owned autos, and hired autos, and Workers' Compensation and Employers Liability Insurance where applicable. Additional coverage types such as Umbrella Coverage, Builder's Risk Policy for construction projects, and Professional Liability Coverage for professional services must be included when designated by the City. The certificate must clearly indicate policy numbers, effective dates, and policy limits, with all insurance companies required to be authorized to conduct business in the State of Texas.
The City of Round Rock mandates specific endorsements to all insurance policies including naming the City as an additional insured (except for professional liability and workers compensation), waiver of subrogation provisions, primary and non-contributory coverage language, and cancellation notice requirements. The certificate must list the City of Round Rock's name and address information and must be signed by an authorized agent. Contractors must provide notice of any cancellation, non-renewal, or material change to insurance policies to the City in accordance with Texas Insurance Code Section 1811.155 and the endorsement adding the City as an additional insured. These requirements apply to the Employee Benefits Consultant contract for the City of Round Rock, which involves providing full-service health benefits consulting services with an FY 2026 self-funded health insurance budget of $24,785,000 covering approximately 1,150 benefits-eligible employees.
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Text version
Page 5 of 6 DATED: AUGUST 2024
(Instructions for completing and submitting a certificate to the City of Round Rock)
Complete the certificate of insurance with the information listed below as required:
A) Certificate of Insurance date
B) Producer (Insurance Agency) Information -complete name, address, telephone information, & email address.
C) Insured’s (Insurance Policy Holder) Information -complete name & address information
D) Insurer (name/names of insurance company) (The City requires all insurance companies to be Authorized to do business in the State of Texas)
E) NAIC # (National Association of Insurance Commissioners, a # that is assigned by the State to all insurance companies)
F) Insurer letter represents which insurance company provides which type of coverage from D.
G) General Liability Insurance Policy - must have an (x) in box. Also, “Occurrence” type policy -must have an
(x) in the box (occurrence policy preferred but claims made policy can be accepted with special approval)
H) This section shall be filled in with “Y” for yes under Additional Insured for all coverages, except for Professional Liability and Workers’ Compensation. There shall also be a “Y” for yes under all coverages for subrogation waived.
I) Automobile Liability Insurance – must be checked for Any Auto, All Owned Autos, Hired Autos
J) Umbrella Coverage – must be checked in this section and by occurrence whenever it is required by written contract and in accordance with the contract value.
K) Worker's Compensation and Employers Liability Insurance - information must be completed in this section of the certificate of insurance form (if applicable)
L) Builder’s Risk Policy – for construction projects as designated by the City of Round Rock.
Professional Liability Coverage – for professional services if required by the City of Round Rock.
M) Insurance Policy #’s
N) Insurance policy effective dates (always check for current dates)
O) Insurance Policy limits
P) This section is to list projects, dates of projects, or location of project. Endorsements to the insurance policy(ies) must be provided separately and not in this section. The following endorsements are required by the City of Round Rock.
(1) Adding the City of Round Rock as an additional insured. The “additional insured” endorsement is not required for professional liability and workers compensation insurance; and
(2) Waiver of Subrogation
(3) Primary and Non-Contributory
(4) Cancellation Notice
Q) City of Round Rock’s name and address information must be listed in this section.
R) Notice of cancellation, non-renewal, or material change to the insurance policy(ies) must be provided to the City of Round Rock in accordance with a cancellation notice endorsement to the policy and/or per the policy provisions based on the endorsement adding the City as an additional insured. (Sec. 1811.155, Tex. Ins. Code)
S) The certificate must be signed by the Authorized Agent in this section of the certificate form.
Page 6 of 6 DATED: AUGUST 2024
File details come from the government source that posted it. Updated .