C250202_Insurance_Approval_Request_Memo.pdf
PDF 112 KB Posted
- Attached to
- OC Bus Customer Satisfaction Survey
- Solicitation number
- 250202
- Issued by
- Orange County, California
About this file
This is an interoffice memo from the Orange County Transportation Authority (Authority) regarding insurance and indemnification requirements for RFP 250202, an OC Bus Customer Satisfaction Survey project. The Authority is seeking a qualified consultant to develop, conduct, analyze, and report on a customer satisfaction survey for OC Bus services. The project has a budgeted amount of $150,000 and will operate under a one-year term with no renewal options mentioned in this document.
The insurance requirements mandate that the selected consultant procure and maintain comprehensive coverage throughout the contract term, including Commercial General Liability with minimum limits of $1,000,000 per occurrence and $2,000,000 aggregate, Automobile Liability Insurance with combined single limits of $1,000,000 per accident, Workers' Compensation as required by California state law with a Waiver of Subrogation, and Employers' Liability with $1,000,000 limits per accident and per disease. The consultant must provide proof of insurance within ten calendar days of the agreement's effective date before commencing work, designate the Authority as an additional insured on general liability and automobile policies, and submit all certificates to InsureTrack at octa@instracking.com. The indemnification clause requires the consultant to indemnify, defend, and hold harmless the Authority from claims arising from the consultant's negligent acts, omissions, or willful misconduct in performing the agreement. Subconsultants must comply with the same insurance requirements and name the Authority as an additional insured.
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Text version
INTEROFFICE MEMO
Date February 4, 2026
To: Regie Peaslee, Risk Management
From: Rhea Aninzo, CAMM
Subject: RFP 250202 “OC Bus Customer Satisfaction Survey”
Below please find a copy of the insurance limits and indemnification language for review. The selected firm will develop and conduct an OC Bus Customer Satisfaction Survey. The resulting contract will be for a one (1)-year term budgeted at $150,000. Please review the below standard insurance requirements and indemnification language and advise on the acceptability for this procurement.
ARTICLE 9. INSURANCE
A. CONSULTANT shall procure and maintain insurance coverage in full force and effect during the entire term of the Agreement. Coverage shall be full coverage and not subject to self-insurance provisions. CONSULTANT shall provide the following insurance coverage:
1. Commercial General Liability, to include Products/Completed Operations, Independent Contractors’, Contractual Liability, Personal Injury Liability, and Property Damage with a minimum limit of $1,000,000 per occurrence, $2,000,000 general aggregate and $2,000,000 Products/Completed Operations aggregate;
2. Automobile Liability Insurance to include owned, hired and non-owned autos with a combined single limit of $1,000,000 for each accident;
3. Workers’ Compensation with limits as required by the State of California including a Waiver of Subrogation in favor of AUTHORITY, its officers, directors and employees; and
4. Employers’ Liability with minimum limits of $1,000,000 per accident, $1,000,000 policy limit-disease, and $1,000,000 policy limit employee-disease.
B. Proof of such coverage, in the form of a certificate of insurance and an insurance policy blanket additional insured endorsement, designating AUTHORITY, its officers, directors and employees as additional insureds on general liability and automobile liability, as required by Agreement. Proof of insurance coverage must be received by AUTHORITY within ten (10) calendar days from the effective date of the Agreement and prior to commencement of any work. Such insurance shall be primary and non-contributive to any insurance or self-insurance maintained by AUTHORITY. Furthermore, AUTHORITY reserves the right to request certified copies or review all related insurance policies, in response to a related loss.
C. CONSULTANT shall also include in each subcontract, the stipulation that subconsultants shall maintain insurance coverage in the amounts required of CONSULTANT as provided in the Agreement. Subconsultants will be required to include AUTHORITY as additional insureds on the Commercial General Liability, and Auto Liability insurance policies.
D. Insurer must provide AUTHORITY with at least thirty (30) days’ prior notice of cancellation or material modification of coverage, and ten (10) days’ prior notice for non-payment of premium.
E. CONSULTANT shall submit required insurance certificates to AUTHORITY’s insurance tracking contractor, InsureTrack. CONSULTANT shall respond directly to InsureTrack’s request for updated insurance certificates and other insurance-related matters by email to octa@instracking.com.
F. CONSULTANT shall include on the face of the certificate of insurance, the following information:
1. The Agreement No. C250202 and, the Contract Administrator’s Name, Rhea Aninzo
2. For Certificate Holder: The Orange County Transportation Authority, its officers, directors, employers and agents, c/o InsureTrack, P.O. Box 60840 Las Vegas, NV 89160.
ARTICLE 14. INDEMNIFICATION
CONSULTANT shall indemnify, defend and hold harmless AUTHORITY, its officers, directors, employees and agents (indemnities) from and against any and all claims (including attorneys' fees and reasonable expenses for litigation or settlement) for any loss or damages, bodily injuries, including death, damage to or loss of use of property caused by the negligent acts, omissions or willful misconduct by CONSULTANT, its officers, directors, employees, agents, subconsultants or suppliers in connection with or arising out of the performance of this Agreement.
mailto:octa@instracking.com
| Article 9. INSURANCE |
| A. CONSULTANT shall procure and maintain insurance coverage in full force and effect during the entire term of the Agreement. Coverage shall be full coverage and not subject to self-insurance provisions. CONSULTANT shall provide the following insuran... |
| 1. Commercial General Liability, to include Products/Completed Operations, Independent Contractors’, Contractual Liability, Personal Injury Liability, and Property Damage with a minimum limit of $1,000,000 per occurrence, $2,000,000 general aggregate ... |
| 2. Automobile Liability Insurance to include owned, hired and non-owned autos with a combined single limit of $1,000,000 for each accident; |
| 3. Workers’ Compensation with limits as required by the State of California including a Waiver of Subrogation in favor of AUTHORITY, its officers, directors and employees; and |
| 4. Employers’ Liability with minimum limits of $1,000,000 per accident, $1,000,000 policy limit-disease, and $1,000,000 policy limit employee-disease. |
| B. Proof of such coverage, in the form of a certificate of insurance and an insurance policy blanket additional insured endorsement, designating AUTHORITY, its officers, directors and employees as additional insureds on general liability and automobil... |
| C. CONSULTANT shall also include in each subcontract, the stipulation that subconsultants shall maintain insurance coverage in the amounts required of CONSULTANT as provided in the Agreement. Subconsultants will be required to include AUTHORITY as add... |
| D. Insurer must provide AUTHORITY with at least thirty (30) days’ prior notice of cancellation or material modification of coverage, and ten (10) days’ prior notice for non-payment of premium. |
| E. CONSULTANT shall submit required insurance certificates to AUTHORITY’s insurance tracking contractor, InsureTrack. CONSULTANT shall respond directly to InsureTrack’s request for updated insurance certificates and other insurance-related matters by ... |
| F. CONSULTANT shall include on the face of the certificate of insurance, the following information: |
| 1. The Agreement No. C250202 and, the Contract Administrator’s Name, Rhea Aninzo |
| 2. For Certificate Holder: The Orange County Transportation Authority, its officers, directors, employers and agents, c/o InsureTrack, P.O. Box 60840 Las Vegas, NV 89160. |
Article 14. INDEMNIFICATION
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