RFP_250180__Insurance_Memo_idedits.docx

DOCX document 49 KB Posted

Attached to
Operator Assault Prevention Program Assessment
Solicitation number
250180
Issued by
Orange County, California

About this file

This is an interoffice memorandum from the Orange County Transportation Authority (OCTA) Risk Management Department regarding insurance and indemnification requirements for RFP 250180, an Operator Assault Prevention Program Assessment. The selected consultant will develop a comprehensive assessment of an operator assault prevention program as requested by the Operations Department. The project is budgeted at $150,000 for a three-month term, though a comment in the memo indicates that Planning and Public Affairs and Intermodal Customer Experience departments have stated the budget at $125,000. The memo provides standard insurance requirements and indemnification language for review and acceptance by Risk Management prior to finalization of the procurement.

The insurance requirements mandate that the consultant maintain Commercial General Liability coverage with minimum limits of $1,000,000 per occurrence and $2,000,000 aggregate, Automobile Liability Insurance with a combined single limit of $1,000,000, Workers' Compensation as required by the State of California, and Employers' Liability with minimum limits of $1,000,000 per accident and per disease. Professional Liability insurance with minimum limits of $1,000,000 is required only if the consultant is required by contract or law to be licensed or specially certified. Proof of insurance must be provided within ten calendar days of the agreement's effective date and prior to commencing work, with the OCTA designated as additional insured on general liability and automobile liability policies. The indemnification clause requires the consultant to indemnify, defend, and hold harmless the OCTA from claims arising from the consultant's negligent acts, omissions, or willful misconduct in performing the agreement. The contract is funded through Federal Transit Administration (FTA) funds.

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Text version

INTEROFFICE MEMO

Date February 2, 2026

To: Regie Peaslee, Risk Management

From: Michael Cardozo, CAMM

Subject: RFP 250180 “Operator Assault Prevention Program Assessment”

Below please find a copy of the insurance limits and indemnification language for your review. The selected consultant shall develop an Operator Assault Prevention Program Assessment. This effort is requested by the Operations Department as a firm fixed contract budgeted for $150,000 for a three (3)-month term. Comment by Iris Deneau: PP and ICE state $125k

Please review the below standard insurance requirements and indemnification language and advise to the acceptability for this procurement.

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, Advertising (if applicable to Scope of Work) and 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.

5. Professional Liability with minimum limits of $1,000,000 only if the CONSULTANT is required by contract or law to be licensed or specially certified and AUTHORITY is relying on performance based on that specialty license or certification.

B. Proof of such coverage, in the form of a certificate of insurance and an insurance policy blanket additional insured endorsement, designating the 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 the 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 Number 250180 and, the Contract Administrator’s Name,

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.

1. INDEMNIFICATION

0. 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.

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