A state agency asks SORM to place or change coverage, and SORM approves, adjusts, or declines it.
28 TAC 252.305
SORM-201 insurance purchase request
SORM-201-2026-00340. Labor Code 412.051. 28 TAC 252.307.
Filing deadline
Purchase scheduled for 2026-09-25, -2 days out.
Quote turnaround
7 to 10 business days after a complete filing.
This filing is inside the 30 day window
SORM-201 must be filed at least 30 days before the scheduled purchase date. Move the purchase date out or request an exception through your SORM risk transfer analyst.
28 TAC 252.307
Required documents
3 of 5 required documents attachedBulk upload
Add every file at once, then assign each one to a requirement.
Quote or proposal from the carrier or broker
28 TAC 252.307
Accepted formats: PDF - max 20 MB
quote-2026-property.pdf
0.6 MB - uploaded by Curtis Boyd on Jul 16, 3:24 PM
Accepted by reviewer
Previous year policy
28 TAC 252.307
Accepted formats: PDF - max 20 MB
policy-fy2025.pdf
2.2 MB - uploaded by Curtis Boyd on Jul 16, 3:31 PM
Accepted by reviewer
Five year loss runs
28 TAC 252.307
Accepted formats: PDF, XLSX - max 20 MB
loss-runs-2021-2026.xlsx
0.4 MB - uploaded by Curtis Boyd on Jul 21, 7:02 PM
Pending reviewer validation
Statutory, regulatory, or contract reference requiring the coverage
Labor Code 412.051
Accepted formats: PDF, DOCX - max 10 MB
Risk control program documentation
TERM Guidelines section B - Risk Transfer
Accepted formats: PDF - max 20 MB
Cannot submit yet: 2 required documents are missing: Statutory, regulatory, or contract reference requiring the coverage, Risk control program documentation