xCOI_WAIVER_NEW.pdf
PDF 238 KB Posted
- Attached to
- WALLACE & TIERNAN MODEL S10K REGULATOR PACKAGE
- Solicitation number
- QQ-2026-134
- Issued by
- Collier County, Florida
About this file
This is an Insurance Requirements Guidelines document issued by a County's Risk Management Division that establishes a blanket waiver framework for insurance requirements applicable to specific county purchases and service agreements. The document outlines seven categories of purchases and services exempt from standard insurance requirements, including online purchases and deliveries, subscription services, professional memberships, in-store purchases, educational training instructors, performers and entertainment services, and tenant lease agreements. Additionally, the guidelines address insurance handling procedures for piggyback and cooperative agreements already established in the county's SAP system, as well as quoting services obtained from vendors under existing contracts.
The guidelines establish clear responsibility structures and monitoring procedures for Certificates of Insurance (COIs). The Risk Management Division retains authority to review COIs for piggyback agreements and any services requiring field training that fall outside the standard exemptions, while the Procurement Services Division assumes responsibility for obtaining and monitoring COIs associated with written contracts in SAP, excluding piggyback agreements. The county utilizes OpenGov software to track COI expiration dates and automatically notifies vendors of upcoming policy expirations. Updated COIs must be forwarded through the Jira Ticketing System to the Procurement Services Division for processing and upload into the SAP contract management system.
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Other files
| File | Type | Posted |
|---|---|---|
| WALLACE_&_TIERNAN_MODEL_S10K_REGULATOR_PACKAGE.pdf | ||
| PO_Terms_and_Conditions.pdf | ||
| Quick_Quotes_Instructions_Version_1_.pdf |
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Text version
Risk Management
INSURANCE REQUIREMENTS GUIDELINES
The Risk Management Division is responsible for establishing the insurance requirements for County purchases. To facilitate the purchase order requisition request process Risk Management Division is providing a blanket waiver of insurance requirements for the type of purchases outlined below.
If you have any questions related to insurance requirements, please contact the Risk Management Division.
Section 1. Exemptions to Insurance Requirements
A blanket waiver of insurance requirements applies to the following types of purchases:
1. Online Purchases:
o Items or parts purchased online and delivered via a shipping company.
2. Online Subscriptions and Third-Party Data Access Purchases:
o Subscriptions services granting access to third-party data.
3. Dues and Memberships:
o Membership fees for professional organizations or similar groups.
4. In-Store Purchases:
o Items, parts, or goods purchased and picked up by County employees at local stores.
5. Educational Training Instructors:
o Online or onsite instructors conducting training sessions.
o Note, if the instruction or training require field training, then Risk should review to determine if insurance is required or not.
2025 Version 1
6. Performers, Music Instructors and Entertainment Services:
o Musicians, performers, DJs, and face painters.
o Piano or other musical instrument instructors.
7. Tenant Lease Agreements:
o When the County is a tenant to a lease.
8. Donations or Contributions via Purchase Orders (PO):
o When the County issues a PO for a donation or contribution, this is treated as paying a bill rather than procuring a service or making a purchase.
Section 2. Insurance Handling for Specific Agreements
1. Piggyback/Cooperatives Agreements in SAP:
o All Certificates of Insurance (COIs) in SAP have been vetted and approved.
o Note, if there is no COI in the SAP contract file check the Purchase Requestions. If the COI is not attached to the requisitions the Division must request it from the vendor and send it to Risk for review and approval along with a copy of the insurance requirement of the PB agreement. Once the COI is validated by Risk forward it to Procurement through the Jira Ticketing System for uploading in the SAP contract file.
o COIs are valid until the policy’s expiration date listed on the COIs.
2. Quoting Services (SQ, 3Q, QQ) for Vendors Under Contract:
o If a staff member obtains a quote from a vendor under contract in SAP and the services are not part of the original bid, the COI attached to the contract can be used as long as coverage has not expired.
o Annotate in the PREQ’s item note text: “Vendor is under an SAP agreement” for approval processing.
2025 Version 1
Section 3. COI Monitoring and Management
1. Procurement Services Responsibility:
o The Procurement Services Division is responsible for obtaining and monitoring COIs associated with written contracts uploaded into SAP with the exception of Piggybacks/Cooperatives. The requesting Division shall provide Procurement Services Divisions through the Jira Ticketing System an approved COI for SAP upload.
2. Monitoring Software or Established Contracts in SAP:
o OpenGov software is used to track COI expiration dates with the exception of piggyback agreements.
o Vendors receive automated notifications from OpenGov when their COIs are nearing expiration.
3. COI Updates:
o If you receive an updated COI from a vendor or insurance company, forward it to the Procurement Services Division through Jira Ticketing System for proper processing.
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