Agriculture & Natural Resources
OFFICE OF RISK SERVICES
Background Investigation Manual
Frequently Asked Questions (FAQ)
Risk Management Checklist
Use this list in reviewing and negotiating contracts and for obtaining insurance certificates from Oakland.
p Received a contract for the activity.
p Reviewed the contract carefully for any language which is detrimental to the interests of the
University.
p Negotiated the contracts or indemnification language
to reflect the University policy.
p Crossed out the hold harmless clause on the contract which has been found to be
unacceptable and written the words "See Attachment B or A as part of this
contract".
p Attached Attachment B
or Attachment A
which has been signed by the other party as well as the County or Regional Director.
p Negotiated the contract with the highest
entity possible, for example, the school district rather than individual
schools.
p Attempted to negotiate a longer term agreement with the person or entity if the
relationship appears to be one with acceptable hold harmless or indemnification language.
Agreements can be written up to five years.
p Reviewed and deleted any language whereby the signatory is to be held as "personally
responsible". Such language should be substituted with "The Regents of the
University of California agree to be responsible to pay for damages or injuries for which
it is to be found proportionately negligent."
p The contract licensee should be The Regents of the University of California, not
Cooperative Extension, a 4-H Club, 4-H
Council, Master Gardener Program, Master Food Preserver Program, Master Composter Program, etc..
p Listed the Cooperative Extension County Office address, phone number and the County
Director on any application. Volunteers' names, addresses and phone numbers may be listed
as contacts.
p Used Attachment D
or Attachment E
if the
other party does not have its own contract.
p Obtained signatures from the other person or entity on the contract as well as Attachment B
or Attachment
A
before sending
it to Oakland for an insurance certificate.
p Obtained an insurance certificate from the other entity if
Attachment
A
was used in negotiating.
p Filled out in its entirety Attachment C
(Request for
Certification of Insurance) before sending it to Oakland for an insurance certificate.