Form 82: Professional Liability Insurance Application

ALLIANCE FOR CONTRACTORS

Excellence in Construction • Professional Development • Industry Leadership

FORM 82: PROFESSIONAL LIABILITY INSURANCE APPLICATION

Errors and Omissions Coverage for Design-Build Contractors and Consultants

Important: This application is for Alliance for Contractors members seeking comprehensive professional liability coverage. Complete all sections thoroughly to ensure proper risk assessment and coverage determination.

SECTION I: APPLICANT INFORMATION
Company/Firm Name:
Principal Contact:
Title:
Phone:
Email:
Alliance Member ID:
Years with Alliance:
Business Address:
SECTION II: BUSINESS DETAILS & PROFESSIONAL SERVICES

Business Structure & Operations

Years in Business:
Number of Employees:
Annual Revenue (Last 3 Years):

Professional Services Provided (Check all that apply)

Design-Build Services
Construction Management
Engineering Consulting
Architectural Services
Project Planning & Feasibility Studies
Construction Administration
Quality Assurance/Quality Control
Code Compliance Consulting
Other:

Professional Certifications & Licenses

License/Certification Type License Number State/Jurisdiction Expiration Date
SECTION III: COVERAGE REQUIREMENTS & LIABILITY LIMITS

Desired Coverage Limits

$1,000,000 per claim / $3,000,000 aggregate
$2,000,000 per claim / $4,000,000 aggregate
$5,000,000 per claim / $10,000,000 aggregate
Other:

Deductible Preference

$10,000
$25,000
$50,000
$100,000

Coverage Type Requirements

Design-Build Project Protection
Consulting Services Liability
Professional Advice Liability
Client Dispute Protection
Regulatory Compliance Coverage
SECTION IV: RETROACTIVE COVERAGE OPTIONS
Do you require retroactive coverage for prior work? Yes No
If yes, desired retroactive date:
Previous professional liability carrier (if any):
Previous policy expiration date:
Reason for change in coverage:
SECTION V: PROJECT COMPLEXITY ASSESSMENT

Alliance iCOS Integration

This section leverages Alliance's integrated Construction Operations System (iCOS) for sophisticated risk assessment based on project complexity and client requirements.

Typical Project Characteristics

Average project value:
Largest single project value (last 5 years):
Primary project types:

Project Complexity Indicators (Check all that apply)

Multi-phase projects spanning >2 years
Projects involving multiple regulatory agencies
International or multi-jurisdictional work
High-rise or complex structural systems
Environmental remediation components
Public-private partnerships
Mission-critical facilities (hospitals, data centers)

Client Profile

Government entities (federal, state, local)
Private commercial clients
Healthcare organizations
Educational institutions
Industrial/manufacturing
Residential developers
SECTION VI: CLAIMS HISTORY
Have you or your firm ever had a professional liability claim? Yes No

Claims Detail (If applicable - use additional sheets if necessary)

Date of Claim Nature of Claim Amount Claimed Amount Paid Status
Are you aware of any circumstances that might give rise to a claim? Yes No
If yes, please describe:
SECTION VII: RISK MANAGEMENT PRACTICES

Alliance Professional Development Resources

Access to comprehensive training programs and continuing education designed to minimize liability exposure and enhance professional competency.

Quality Assurance Procedures

Formal project review process at key milestones
Independent peer review for complex projects
Written quality control checklists
Regular staff training and certification updates
Client communication protocols

Documentation Practices

Comprehensive project files maintained
Meeting minutes and correspondence archived
Change order documentation procedures
Digital backup and recovery systems

Professional Development & Training

Annual continuing education hours per professional staff:
Alliance training programs completed in last 12 months:
SECTION VIII: ALLIANCE INTEGRATION FEATURES

Integrated Construction Operations System (iCOS) Risk Analysis

Advanced project risk assessment utilizing Alliance's proprietary iCOS platform to evaluate project complexity, client requirements, and potential exposure factors for optimized coverage recommendations.

Professional Development Resources

Access to Alliance's comprehensive library of risk management training, including webinars, workshops, and certification programs specifically designed to reduce professional liability exposure.

Legal Support Network

Dedicated legal support network providing expert claims defense, risk management consultation, and proactive legal guidance for Alliance members.

Authorize Alliance to conduct iCOS risk assessment? Yes No
Request professional development consultation? Yes No
Areas of professional development interest:
SECTION IX: ADDITIONAL INFORMATION
Special coverage requirements or concerns:
Additional risk management measures in place:

CERTIFICATION AND SUBMISSION

I certify that the information provided in this application is true, complete, and accurate to the best of my knowledge. I understand that any misrepresentation or omission may void coverage. I authorize Alliance for Contractors to verify the information provided and to conduct necessary risk assessments.

Applicant Signature:
Print Name:
Title:
Date:

SUBMISSION INSTRUCTIONS & NEXT STEPS

1. Complete Application: Ensure all sections are thoroughly completed and signed.

2. Required Documentation: Attach copies of professional licenses, certificates of insurance, and recent financial statements.

3. Submit to Alliance: Forward completed application to your Alliance for Contractors representative or submit through the member portal.

4. iCOS Analysis: Alliance will conduct comprehensive risk assessment using our integrated Construction Operations System.

5. Coverage Recommendation: Receive customized coverage recommendations based on your specific risk profile and project complexity.

6. Professional Development: Participate in recommended training programs to optimize coverage terms and reduce premiums.

Alliance Member Advantages

• Preferred rates and terms through Alliance's group purchasing power
• Expert risk assessment via iCOS integration
• Ongoing professional development and training resources
• Dedicated claims support and legal network
• Customized coverage solutions for complex projects