How to Use This Document

This Executive Protection Services Contractor Agreement Rider is designed to establish clear, consistent expectations when engaging third-party security providers, contractors, or vendors to support executive protection (EP) operations. It is particularly useful for short-duration assignments involving close-in protection, secure transportation, or event-based support.

This rider should be attached to any service agreement or engagement letter used by [COMPANY NAME] and should be reviewed with the contractor or vendor prior to assignment start.

Instructions for Use:

1. Replace all bracketed placeholders (e.g., [COMPANY NAME], [CONTRACTOR NAME]) with the appropriate names and contact information.
2. Remove any blocks irrelevant to the assignment.
3. Review the terms with your legal or contracts department for any jurisdiction-specific updates.
4. Ensure the contractor has read and agreed to the rider by signing in the designated fields at the end of the document.
5. Retain a signed copy as part of the engagement file or project documentation.

This document reflects industry-aligned best practices in EP operations and is intended to mitigate reputational, legal, and operational risks when third-party resources are used.

If your organization does not already maintain a formal onboarding process for EP contractors, this rider can serve as a practical starting point.

Disclaimer

This sample agreement rider is provided for general informational and illustrative purposes only. It does not constitute legal advice and is not intended to create, and receipt of it does not constitute, an attorney-client relationship.

R.L. Oatman & Associates, Inc. makes no representations or warranties as to the enforceability, suitability, or completeness of this document for any specific use case or jurisdiction. Users are solely responsible for reviewing the document with their own legal, contracting, or compliance teams prior to use or implementation.

By downloading or utilizing this document, you acknowledge and agree that R.L. Oatman & Associates, Inc. shall not be held liable for any claims, damages, or losses arising from its use, misuse, or interpretation.

 [remove the instructions above before sharing with vendor]

Feel free to copy the content below.

Sample Rider for Executive Protection Services Contractor Agreement

This Rider (“Rider”) is attached to and forms part of the Agreement entered into by and between [COMPANY NAME], a [jurisdiction] corporation having a principal business address at [company address] (“Client”), and [CONTRACTOR NAME], a [jurisdiction] business entity or individual contractor with principal address at [contractor address] (“Contractor”), as of the Effective Date stated in the Agreement.

This Rider sets forth additional terms and conditions governing the performance of Executive Protection (“EP”) services, which shall apply to each engagement of the Contractor by the Client involving personal security, secure transportation, or protective support functions. In the event of a conflict between the terms of this Rider and the underlying Agreement, the terms of this Rider shall govern solely with respect to EP-related services.

1. Licensing, Insurance, and Legal Compliance
   • Contractor shall maintain, at its sole expense, all licenses, permits, and certifications required to lawfully perform EP services in each jurisdiction where services are provided.
   • Contractor shall maintain current and adequate commercial general liability insurance with limits not less than $1,000,000 per occurrence and $2,000,000 in the aggregate, as well as any additional coverage (including professional liability or automobile liability) required under applicable law or as reasonably requested by the Client.
   • Upon request, Contractor shall furnish Client with certificates of insurance evidencing required coverage and shall notify Client of any material change or cancellation within fifteen (15) days.
2. Professional Conduct and Appearance
   • Contractor personnel shall be well-groomed and attired in professional clothing consistent with the nature of the assignment and expectations communicated by the Client or its authorized representative.
   • Contractor shall ensure that all assigned personnel report fit for duty, free from the influence of alcohol, narcotics, or impairing medications, and in proper physical and mental condition to perform assigned tasks safely.
   • Conduct involving dishonesty, discrimination, harassment, insubordination, unprofessional behavior, or any action that may bring discredit to the Client or principal shall be considered a material breach of this Rider.
3. Training and Professional Standards
   • Contractor represents and warrants that they have received professional training appropriate to the duties to be performed under this Agreement, and that such training remains current and applicable to their assigned role(s).
   • Depending on the nature of the assignment, applicable training may include, but is not limited to, the following domains:
     • Emergency Medical Preparedness:
       • Cardiopulmonary Resuscitation (CPR)
       • Automated External Defibrillator (AED) operation
       • Basic First Aid
       • Stop the Bleed / Tactical Emergency Casualty Care (TECC)
       • Medical response coordination with EMS or on-site medical teams
     • Protective Driving Skills:
       • Defensive and evasive driving techniques
       • Vehicle safety inspections and maintenance protocols
       • Motorcade and multi-vehicle operations
     • Protective Tactics & Threat Response:
       • Unarmed defensive tactics and physical intervention
       • Low-profile protective formations and crowd management
       • Active shooter response and workplace violence mitigation
     • Contractor shall maintain documentation of applicable training and professional certifications, and shall provide verification to Client upon request. Acceptable forms of proof may include training certificates, course completion letters, or verifiable credentials issued by recognized private, law enforcement, or military training entities.
     • Client reserves the right to assess the sufficiency of the Contractor’s qualifications based on the specific risks, roles, and responsibilities of the engagement.

4. Confidentiality, Publicity, and Media Restrictions
   • Contractor shall treat all information relating to the Client, its employees, officers, contractors, and principals (“Confidential Information”) as strictly confidential, and shall not disclose, record, transmit, or share such information during or after the engagement.
   • Contractor shall not post photographs, video, written accounts, or other representations of the assignment on social media, websites, or public forums without the Client’s express written authorization.
   • Contractor agrees not to make any media statements or respond to press inquiries concerning the Client, the principal, or the assignment without the Client’s prior written consent.
5. Operational Oversight and Coordination
   • Contractor agrees to operate under the direction of the Client’s designated EP Program Manager, Team Leader, or authorized representative, and to comply with all operational guidelines, communication protocols, and command structures established for the assignment.
   • No independent deviation from assigned duties, protective routing, venue procedures, or team protocols is permitted without prior approval, unless required by exigent circumstances to preserve safety or prevent harm.
   • Contractor shall attend all required briefings, rehearsals, and coordination meetings as determined by the Client.
6. Use of Force and Intervention Standards
   • Contractor shall use only the minimum necessary and proportionate force in response to imminent threats, and shall operate in accordance with the Client’s use-of-force policy, applicable laws, and licensing regulations.
   • Contractor shall immediately report any use-of-force incident or security intervention to the designated Team Leader or Client representative, followed by written documentation within twenty-four (24) hours.
   • Lethal force shall not be used except in defense of life, and only in accordance with jurisdictional law and valid licensing.
7. Secure Transportation Standards (If Applicable)
   • If transportation services are provided, Contractor shall ensure that all drivers possess valid licenses, clean driving records, and are familiar with the assigned routes, alternate routes, and emergency points of interest, including hospitals and secure sites.
   • Vehicles used in the performance of services shall be in clean, safe, and fully operational condition, insured to meet statutory minimums, and equipped with basic emergency supplies, including a first aid kit, fire extinguisher, flashlight, and communication device.
8. Firearms and Armed Assignments
   • Contractor shall not carry, transport, or possess any firearm, ammunition, or other deadly weapon during the course of an assignment unless specifically authorized in writing by the Client in advance of the assignment.
   • If authorization is granted for an armed assignment, Contractor shall:
     • Maintain a valid and current firearm permit, concealed carry license, or armed security credential issued by the relevant state or jurisdiction in which services are performed;
     • Comply with all applicable federal, state, and local laws governing the possession, transportation, and use of firearms;
     • Ensure that all weapons are duty-appropriate, properly secured, and safely stored when not in active use;
     • Demonstrate successful completion of formal firearms training within the preceding twelve (12) months, which includes marksmanship, safety, decision-making, and applicable use-of-force laws;
     • Carry only those firearms and ammunition types that have been declared and pre-approved by the Client or its designated EP leadership.
   • The use of any firearm in the performance of duties shall be considered a critical incident and must be reported to the Client or designated EP Team Leader immediately, followed by a formal written report within twelve (12) hours.
   • Contractor shall be solely responsible for any legal consequences, liability, or claims resulting from the unlawful or unauthorized use of a firearm.
   • The Client reserves the right to revoke armed status at any time and for any reason, including but not limited to concerns regarding judgment, policy adherence, behavior, or suitability for armed assignment.
   • Off-duty law enforcement officers, private security professionals, or other credentialed individuals who are legally permitted to carry a firearm shall not bring or carry any firearm during the course of a non-designated unarmed assignment without advance written approval from the Client. Possession of a valid credential or state-issued carry permit alone does not constitute authorization to be armed during Client assignments.
9. Incident Reporting and Documentation
   • Contractor shall immediately notify the Client or Team Leader of any observed threat, security concern, or deviation from planned activities.
   • Written incident reports shall be submitted within twenty-four (24) hours of any notable security event, use-of-force, property damage, injury, law enforcement contact, or other material incident occurring during the course of service.
   • Contractor may be required to participate in debriefs or provide post-operation statements upon reasonable request.
10. Termination and Post-Engagement Obligations
    • The Client may terminate Contractor’s participation in the assignment at any time, with or without cause, and with immediate effect.
    • Upon termination or conclusion of services, Contractor shall return all Client-issued materials, including radios, credentials, briefing books, passes, or any other tangible items provided.
    • Contractor shall not directly solicit or offer services to the principal, family members, or other affiliates of the Client outside of this engagement without prior written approval.
11. Surviving Obligations
    • The confidentiality, non-solicitation, and non-disparagement provisions of this Rider shall survive the expiration or termination of the Agreement.
    • Contractor acknowledges that breach of these obligations may result in legal action, including injunctive relief, monetary damages, or termination of future contracting eligibility.

IN WITNESS WHEREOF, the Parties have caused this Rider to be executed by their duly authorized representatives.