Company And Insurance
- Current W-9Signed and ready for vendor/customer setup.
- Certificate of insuranceCurrent limits, broker contact, and expiration date.
- Insurance endorsementsAdditional insured, waiver, primary/noncontributory, or other common requests.
- Business and trade licensesLicense numbers, copies, jurisdictions, and renewal dates.
Safety And Risk
- OSHA 300/300A logsCommonly requested for the last three years when applicable.
- EMR verification letterCurrent experience modification rate letter or explanation if not applicable.
- Safety manual and policiesCore safety plan plus trade-specific policies where needed.
- Drug/alcohol and training recordsOnly when applicable and verified by the company.
Financial And Proof
- Surety or bonding letterCapacity, surety contact, or note if bonding does not apply.
- Financial or tax documentsSecurely stored for customers who require financial review.
- Project referencesRecent jobs with scope, date, value range, and contact.
- Company profile answer bankReusable answers for ownership, crew size, NAICS, service area, and safety stats.
Renewal Control
- Expiration trackerCOIs, licenses, EMR, safety docs, platform renewals, and annual pre qualifications.
- Broker/bookkeeper contactsFast path to the people who can provide missing docs.
- Portal listGC, owner, and compliance portals where the company has accounts.
- Last packet sentMost recent approved packet saved as a model for the next request.