Appendix B—Action List

• Identify and associate with knowledgeable OCIP consultants—establish your team.
• Seek involvement in the OCIP planning process—communicate with the owner and the OCIP broker.
• Establish and define the owner's expectations regarding your involvement and services.
• Obtain and review all of the documents related to the OCIP early in the bid process.
• Complete a risk survey and identify unusual risks.
• Compare the OCIP coverage to your regular insurance program.
• Calculate premium deductions after identifying and pricing the risk you would retain.
• If it is public work, be sure the OCIP complies with the applicable bidding laws.
• Insist on the OCIP broker having a well-defined scope of services that the broker will perform promptly and properly. You are also the broker's client.
• Be sure your bid reflects the required administrative and safety services.
• Insist on receiving copies of all OCIP policies and have your OCIP team review them. Be sure the promised coverages are actually furnished.
• Close the loop on premium audits and experience rating (EMR) filings.