Service Agreements

The County of Sonoma requires contractors and vendors to maintain insurance appropriate to the risk of the services being provided.

Template 5 is the County’s single, standardized insurance template for all service agreements. This includes services provided by individuals or organizations, including corporations, LLCs, partnerships, and sole proprietors.

The limits in Template 5 reflect typical (“average”) risk exposures. Contracts involving higher-risk activities may require higher insurance limits. If you believe your contract involves elevated risk, or if you need assistance determining appropriate coverage, please Contact Risk Management with their email template download.

Use Template 5 for:

General Services
(e.g., facilitators, trainers, interpreters, outreach services, event support)
Professional Services
(e.g., consultants, attorneys, accountants, engineers, counselors, analysts)
Technology Services
(e.g., IT support, SaaS vendors, developers, system integrators, cybersecurity providers)
Other Service Providers
Performing analytical, advisory, instructional, technical, or administrative services

A Special Note About Conditional Coverages (Based on Scope)

The following coverages are required when applicable to the services being performed. If you are unsure whether a conditional coverage applies to your agreement, departments should Contact Risk Management with their email template download for assistance.

Professional Liability / Errors and Omissions
- Required for services involving professional judgment or expertise, such as evaluation, design, analysis, consultation, or other specialized work, where mistakes or failures in performance could create financial loss.
- (e.g., Health Care Professionals, Counselors, Architects, Engineers, Surveyors, Accountants, Attorneys, Biological Consultants, Technology Professionals)
- Learn more about Professional Liability Insurance Requirement
Cyber Liability – Network Security & Privacy Liability
- Required when contractors access, store, process, or transmit County data, including personally identifiable information (PII), protected health information (PHI), or payment card information (PCI).
- This requirement applies regardless of format, including both electronic data and physical records (e.g., paper files, printed reports, or handwritten information).
Technology Errors and Omissions
- Required for technology-related services such as database administration, software development, SaaS/cloud services, hosting, IT support, system design or integration, cybersecurity, or any technology service where errors could cause financial loss.
Sexual Abuse or Molestation (SAM) Liability
- Required when services involve contact with: Minors, Dependent adults, Vulnerable populations.
- This includes situations involving supervision, instruction, care, or access, where individuals may be in the contractor’s care, custody, or control.