A funder or partner may ask MakeWay to provide a COI to confirm our insurance coverage and/or to be named as an additional insured on our policy. This provides them with added protection while engaging with our projects or funding activities.

1. Review the details required for the Certificate of Insurance, which are often noted in a grant agreement, rental agreement, etc. The request may come from the project specialist or from the project directly. If the request comes to you from the project and the specialist is not cc'd, please alert them to the request.
2. Complete the COI request template.
3. Submit the completed template and accompanying documentation (e.g., rental agreement, grant agreement, etc.) by email to the appropriate AON contact(s) noted in the request template.
4. Save a copy of the completed request form in the COI Request folder for the correct fiscal year.

1. Once you receive the COI, send a copy of the project specialist and/or project director. Return it to the party that requested it, if applicable.
2. Save a copy:
   • If the COI is required as part of a grant agreement, file it on the Salesforce opportunity.
   • If the COI is for an event, file it on the project's fund record in Salesforce.
3. Save a copy in the Certificates of Insurance sub-folder in the appropriate fiscal year within the insurance folder in Box.
4. If the COI will be needed next fiscal year, add the details to the Certificates to be Renewed Excel doc for the next fiscal year.