BUILDER ONBOARDING TASK LIST

1. BUILDER FORM
2. BUILDER QUESTIONNAIRE
3. REFERENCES

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BUILDER FORM

BUILDER INFORMATION
Address *
Address
Phone *
Phone
If Applicable
Primary Contact *
Primary Contact
Direct Contact *
Direct Contact
BUSINESS INFORMATION
Date Company Formed *
Date Company Formed
Please use a (5) year average
Has your company completed any LEED certified projects? *
Has your company at any time failed to complete projects? *
CLASSIFICATION OF WORK
What type of work does your company perform? (Please check all) *
INSURANCE
Agent / Carrier Address *
Agent / Carrier Address
Agent Direct Phone Number *
Agent Direct Phone Number
Requested by Select Clients (TBD)
Full Policy List Copy *
We require a full copy of your POLICY LIST and ENDORSEMENTS to ensure that your insurance meets our company requirements. Please request an up-to-date policy list from your agent. A member of the CG team will follow up with you regarding this request.
ACCIDENTS AND INJURIES
In the past five years, has your company or any of its key personnel been investigated for or found to have committed a serious OSHA violation? *
Has your company had any work-related deaths or multiple hospitalizations within the past five years? *