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TERM Guidelines

Texas Enterprise Risk Management Guidelines


  • The following Texas Enterprise Risk Management Guidelines (TERM) Guidelines replace and simplify the previous Risk Management for Texas State Agencies (RMTSA) guidelines. The new guidelines implement and adhere to the global risk management standards adopted by the International Organization for Standardization (ISO 31000).

    The TERM Guidelines were developed by the State Office of Risk Management through an Advisory Council of participating entities, acknowledged herein. These guidelines provide concise frameworks and processes for enterprise risk management (ERM) and are intended to support users of all levels of ERM, from novice to expert.

    As outlined throughout the guidelines, the framework addresses context, approach, application, and includes supporting resources to organizations with subject matter expertise (CAAR). This simplified framework is intended to convey model techniques for developing a comprehensive risk management program. Where applicable, the accompanying Resource Guide also includes sample templates and checklists.

    These guidelines do not prescribe required actions, but rather encourage consistency in decision-making through a common and interoperable framework. Entities, risks, and enterprise risk management are each constantly evolving. As new risks emerge, or new techniques are developed, these guidelines will be updated to reflect the current best practices of ERM. As a result, this document’s timeliness is reliant on the continued engagement from users. We encourage your feedback and contributions to future development.

    Stephen S. Vollbrecht
    State Risk Manager for Texas, Executive Director


Thank you to the participants of the Advisory Council for their valuable input regarding content, language, and formatting. We appreciate the leadership of our participating agencies for prioritizing this project and supporting staff participation, and are grateful to the Board of Directors of the State Office of Risk Management for their continued support, direction, and input to these guidelines.

SECTION A - Enterprise Risk

SECTION B – Risk Transfer

Section C - Risk Retention

Section D - Continuity of Operations

SECTION E – Employee Safety & Health

SECTION F – Hazards

SECTION G – Entity Operations

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