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Lease-Specific (Agreement-Specific) Requirements

Start from a standard lease category, then tailor each lease's requirements.

Availability: Hiring Company accounts (Self-Service). Full-Service clients — see the note at the end.

Overview

Vendors usually fit standardized requirement categories based on their scope of work — high risk, medium risk, and so on. Tenants are different: each lease can negotiate its own insurance terms. The same applies to vendors with negotiated contracts. BCS handles this with a standard category as the baseline, plus lease-level changes on each assignment. 🏢

1. Build a standard lease category

Go to Module Settings → Requirements, switch to Tenants, and click Add Category. Create a category such as Standard Lease Requirements with the policies, limits and provisions most of your leases share (for example general liability at $1,000,000, liquor liability for hospitality tenants). See Requirement Categories for how to configure it.

2. Give each lease an assignment

Open the tenant from Directory → Tenants and add an assignment for each lease, with Standard Lease Requirements as its category and the lease's location. See Add an Assignment (Job or Lease).

3. Tailor the lease

  1. Open the lease's assignment and go to the Details tab.
  2. Click Edit Requirements. Change the limits the lease negotiated, remove coverages it doesn't require, or add provisions it does.
  3. Changes apply to this lease only. Anything that differs from the category is marked with an asterisk: *Different from the assigned requirement category.

4. Location-specific terms

If your account uses Location-Specific Requirements (set at the top of Module Settings → Requirements), the certificate holder and additional insured for each lease come from its location automatically. With Global Requirements, the same certificate holder and additional insured apply everywhere.

5. Reset

Lease-level changes stay put until you reset them. Click Reset to original on the assignment to bring it back in line with the standard category. ↩️

Tips

  • 💡 Put the common terms in the category and only the exceptions on the lease — the fewer lease-level edits, the easier the portfolio is to manage.
  • 💡 Filter the requirements by Issues to see just what the tenant still owes.

Full-Service clients

If BCS manages your compliance program, setting up lease requirements may be handled by your Customer Success Manager. Reach out directly or email customersupport@getbcs.com. 📬