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How it works
Portfolio
Markets
About
CG Team
Press
Values
Contact
Blog
o. +1 917-757-6617
Get Guided
BUILDER ONBOARDING TASK LIST
1.
BUILDER FORM
2.
BUILDER QUESTIONNAIRE
3.
REFERENCES
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BUILDER FORM
BUILDER INFORMATION
Company
*
Address
*
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
*
Phone
(###)
###
####
License No.
If Applicable
Primary Contact
*
Primary Contact
First Name
Last Name
Title
*
Direct Contact
*
Direct Contact
(###)
###
####
Email Address
*
BUSINESS INFORMATION
Date Company Formed
*
Date Company Formed
MM
DD
YYYY
Number of Employees
*
0 - 5
6 - 10
11 - 20
20 - 30
40+
Average Contract Price
*
Please use a (5) year average
>100k
250k
350k
500k
1 - 3mm
4 - 8mm
+10mm
Has your company completed any LEED certified projects?
*
Yes
No
If yes, please specify
Does your company have any experienced in completing a Union Job?
*
Yes
No
If yes, please specify
Has your company at any time failed to complete projects?
*
Yes
No
If yes, please specify
CLASSIFICATION OF WORK
What type of work does your company perform? (Please check all)
*
Basic Residential
Hospitals
Hotels
Industrial
Luxury Residential
Luxury Retail
Office Renovation
Private House
Restaurant
Schools
Townhouse
What is your main expertise?
*
What is your current strategic focus?
*
FULL GUT PROPERTY CONVERSION
Type
Scale
SUPERSTRUCTURE
Type
Scale
GROUND UP
Type
Scale
INSURANCE
Insurance Agent / Carrier
*
Agent / Carrier Address
*
Agent / Carrier Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Agent Name
*
Agent Direct Phone Number
*
Agent Direct Phone Number
(###)
###
####
Agent Email
*
Certificate of Insurance Policy
*
EMR Rating
*
AiA Form 305
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.
I understand I will need to provide a full copy of my companies policy list
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?
*
Yes
No
Has your company had any work-related deaths or multiple hospitalizations within the past five years?
*
Yes
No
Thank you!
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