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Contact Name

First Last

Position

Phone

SMS Consent

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Business Legal Name

DBA?

Mailing Address

Street Address Address Line 2 City State ZIP Code

Same as Physical Address?

Yes

Physical Address

Street Address Address Line 2 City State ZIP Code

Organization Type?

Corp.

LLC

Non-Profit

Year Founded

Years Under Same Mngt?

Website

FEIN #

SIC #

Current Insurance Information

Do you currently have insurance?

Yes

Why not?

Last month/date you had insurance?

Who are you insured with?

When does your insurance renew?

MM slash DD slash YYYY

Other Insurance Company

How long have you been with your agent?

Any problems with your current insurance?

Have you had any claims in the last 5 years?

Yes

Please describe the claims and the amount paid on the claim(s):

Does your current insurance program include?

Professional Liability

Abuse/Molestation

EPLI

Workplace Violence

Cyber/Internet Liability

Effective Date

MM slash DD slash YYYY

Is it?

Occurrence

Claims Made

Retro Date

MM slash DD slash YYYY

Limits?

What is prompting you to review your insurance?

General Information

Are all facilities licensed through the state?

Yes

Has your license ever been suspended, revoked, or placed under conditional status OR claims of negligence?

Yes

Please explain?

Date of last inspection?

MM slash DD slash YYYY

Any violations noted?

Yes

Please explain.

Primary funding source?

Other

List any association memberships or affiliations?

Are counseling services offered for any of the following?

Check all that apply.

FIre Starter

Sexual Offenders

Sexual Predators

Do you operate any other locations not included on this application?

Yes

Please describe.

Is insurance in place at these other locations?

Property Details

Untitled

Is this location?	Street Address	Square Footage	Actions

There are no Properties.

Maximum number of properties reached.

Facility Information

Facilities

Occupancy:	Number of Beds by Resident Type:	Annual Residents by Age:	Actions

There are no Facilities.

Maximum number of facilities reached.

Resident unauthorized leave prevention?

Check all that apply.

Exit doors locked

Wristband sensor with alarm

Exit doors alarmed

How often are residents checked to ensure they're at the facility?

How are residents separated?

Does a physician screen clients prior to admission?

Yes

Are residents responsible for their own basic personal care?

Example: Bathing, dressing, eating, restroom aide.

Yes

Do you allow physical restraint?

Yes

Which non-violent crisis intervention protocol is used?

Which method of de-escalation is used?

How do you provide for resident privacy and security?

What procedures are in place for clients allowed to leave without supervision?

On average, how many visits per month are made by a caseworker?

Resident Rooms

Inspection Freq.

By Who

How often?

Is there a written plan for supervising staff when interacting with clients on and off premises?

Yes

Are security cameras monitoring operations and residents?

Yes

Are resident's door ever locked from the outside?

Yes

Are residents allowed to cook their own meals?

Yes

How?

Private

Common cooking area

Is there a pool?

Yes

Who uses the pool?

Check all that apply.

Visitors

Staff

Clients/Residents

Is the pool fenced with a self-locking gate?

Yes

Height of the fence?

Is there a diving board?

Yes

Is there trained staff on water safety?

Yes

Management Practices

Do you have sign in/out procedures for?

Check all that apply.

Staff

Clients/Residents

Visitors/Public

What precautions are utilized to prevent unauthorized access?

What is your client to staff ratio?

Day

Night

Abuse Prevention

Do you run criminal background checks, including sex/child abuse related crimes, before an employment offer?

This includes employees and volunteers.

Yes

Do you have a crisis plan for dealing with an incident of abuse?

Yes

Is there formal training on child/sexual abuse?

Yes

Are closed door one-on-one meetings prohibited?

Yes

How do you ensure no relationship occurs between staff and clients?

Have any incidents resulted in an allegation of sexual abuse?

Yes

Was the case taken to trial?

Yes

Damages paid?

Human Resources

Staff Type

Type:	Employee - FT	Employee - PT	Contracted - PT	Contracted - PT	Annual Payroll	Actions

There are no Staff.

Maximum number of staff reached.

Aprox. how many FT and PT employees two years ago?

Full Time

Part Time

Staff turnover ratio for the last twelve (12) months?

Employee changes over the past twelve (12) months?

Left

Let Go

Laid Off

Demoted

Anticipated Employee changes over the past twelve (12) months?

Reductions

Layoffs

Demotions

Do you have written job descriptions for each employee?

Yes

Is drug testing conducted?

Yes

Do you train and require all staff to report incidents, in writing, and do you investigate each incident?

Yes

Workers Compensation

Which of the following contracted services are utilized?

Dentist

Home Health Aides

Nurse Practitioner

Optometrist

Physician

Psychiatrist

Other

Other:

Are there written agreements with those contractors?

Yes

Do you collect certificates of insurance from your contractors?

Yes

What limits of insurance do you require?

Financials

Annual Revenue:

Current Fiscal Year

Previous Fiscal Year

Annual Budget:

Current Fiscal Year

Previous Fiscal Year

Total Assets:

Current Fiscal Year

Previous Fiscal Year

Net Assets / Fund Balance:

Current Fiscal Year

Previous Fiscal Year

Do you offer a retirement plan?

Yes

Plan Details

Name

Established

Assets

Type

Participants

Administrator

Do you file a Form 5500 each year?

Request a copy of most recent filing.

Yes

Why not?

Is your organization more than 25% owned by private equity?

Yes

Name of the firm?

Any mergers or operations under another name in the last five (5) years?

Yes

Please explain

Vehicles and Transportation

Vehicles

Year	Make	Model	Actions

There are no Vehicles.

Maximum number of vehicles reached.

Are all vehicles registered to the organization?

Yes

Please Explain

Do employees or volunteers use their personal vehicles for business?

Yes

Describe Use

How many use their own vehicles for business use?

Full Time - Driving over 20 hours per week Part Time - Driving up to 20 hours per week

Full Time

Part Time

Volunteers

Do you run MVRs on employees?

Yes

How often?

Do you require employees and volunteers to carry and show evidence of personal auto insurance?

Yes

Do you provide transportation services?

Yes

Do vehicles equipped for wheelchairs have tie-down belts?

Yes

Do you have a formal maintenance and safety training program in place?

Yes

Please describe any ongoing training provided to drivers?

Does Applicant utilize GPS fleet telematics devices?

Yes

Fleet Telematics Utilized

Plug In

Hard Wired

Mobile Phone

Other

Other Telematics

Percentage of fleet provided with telematics devices

Private Homes

Personal Vehicles

Aircraft

Yachts & Watercraft

Jewelry & Watches

High Net Worth

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Private Homes

Personal Vehicles

Aircraft

Yachts & Watercraft

Jewelry & Watches

High Net Worth

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Current Insurance Information

General Information

Property Details

Facility Information

Management Practices

Abuse Prevention

Human Resources

Workers Compensation

Financials

Vehicles and Transportation

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