Risk Management and Insurance Quick Reference Guide - Table of Contents

INTRODUCTION

This Insurance Quick Reference Guide contains most of the frequently used contacts, phone numbers, reporting procedures you will need when it comes to insurance and risk management. It should only be viewed as a guide and cannot possibly include information and instruction on every situation or circumstance that could arise.

This Guide will provide information and instructions for the following:

1. SERVICE TEAM

2. PROPERTY, GENERAL LIABILITY OR AUTOMOBILE ACCIDENTS

• INCIDENT REPORT

3. CERTIFICATES OF INSURANCE - TO BE SENT TO OTHERS

• REQUEST FOR A CERTIFICATE OF INSURANCE
• LICENSE AGREEMENT

4. SPECIAL EVENTS

• LIABILITY INSURANCE FOR THE EVENTS OF OUTSIDE USERS AT DIOCESE OF STOCKTON FACILITIES
• APPROVED SPECIAL EVENTS

5. PROPERTY AND VEHICLE CHANGES

• PROPERTY CHANGE FORM
  
• VEHICLE CHANGE FORM

6. CONTRACTS OR AGREEMENTS

• CONTRACT FORM
• ENDORSEMENT

7. HIGH RISK ACTIVITIES

8. TRANSPORTATION – VEHICLE USE

• VEHICLES OWNED BY ORGANIZATION
• VEHICLES OWNED BY EMPLOYEES
• VEHICLES OWNED BY VOLUNTEERS
• DRIVER INFORMATION FORM
• ACCIDENT REPORT FORM

9. USE OF VOLUNTEERS

10. YOUTH ACTIVITIES GUIDELINES (POLICY AND FORMS)

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Last Update September 25, 2009