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Get your own copy

• On a phone or computer: make your own copy in Google Docs. It opens a fresh, editable copy in your own Google Drive.
• No Google account? Download it for Word and open it in Word or any word processor. </aside>

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Or work from this page. Print it or save it as a PDF, or copy the text below into your own document. Then check off each item as you gather it and fill in any [bracket] with your own details; the original stays unchanged so you can reuse it on the next account.

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Get on the approved vendor list before the bid lands.

A RocketLevel checklist for restoration owners, office managers, and sales leads, backed by decades of experience in the trade. Commercial decision makers screen your paperwork before they ever read your price. Gather this packet once, keep it current, and you clear the gate while slower contractors are still digging for documents.

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Reviewed October 2026. OSHA standards, recordkeeping deadlines and state licensing rules change. Use this page to know what to ask, then confirm with your state agency or a construction attorney before you rely on it.

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Commercial decision makers approve vendors on documentation they can verify, and the same packet clears every one of them. A property management group screens your insurance and documents through a vendor credentialing service. An owner carrying its own environmental, health and safety (EHS) and OSHA exposure screens your safety record through ISNetworld, Avetta or Veriforce. Both read the list below, weighted differently. Pull this packet together once, store it ready to attach, and you can respond the same day an account asks. Work through it by category, check off what you have, and chase what you do not.

Business and legal

• [ ] Business license, current and valid for every state and locality where you work
• [ ] State registrations and contractor registrations required in your operating area
• [ ] W-9, current and signed
• [ ] Employer identification number (EIN) documentation
• [ ] Legal entity documents (articles of organization, certificate of good standing) in case an account asks

Insurance and bonding

• [ ] Certificate of insurance (COI) showing general liability at commercial limits
• [ ] Commercial auto coverage shown on the COI
• [ ] Workers' compensation coverage shown on the COI
• [ ] Additional insured and waiver of subrogation endorsements ready for the specific account. Your carrier issues these as endorsements, and wording your agent types onto a certificate does not create them. The ACORD 25 form states on its face that it confers no rights upon the certificate holder. Ongoing operations usually runs on a CG 20 10 and completed operations needs a CG 20 37 on top of it. A waiver of subrogation only helps the other side if it was in force before the loss, so a waiver added after an incident does nothing. Ask your broker for the endorsement forms and keep copies in the packet next to the certificate.
• [ ] Umbrella or excess liability, if the account requires higher limits