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Sent by a restoration contractor, under their own name and logo. Who it is for: Procurement, property managers and facility directors approving a new vendor. When to send it: Send it when a decision maker asks to set you up as a vendor, with the carrier-issued certificate attached.

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Before you send this. Attach the carrier-issued certificate every time, and never present this page as a certificate. List only credentials you currently hold, with expiration dates. Take every safety figure from the source document for the period stated: the experience rating worksheet from the National Council on Compensation Insurance (NCCI) or your state rating bureau, and your OSHA 300 and 300A logs. Prequalification platforms audit these against the source, and an overstated figure is a misrepresentation.

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VENDOR QUALIFICATION

[ Your logo ]

Vendor Qualification Packet

Everything your team needs to approve [Company Name] as a vendor, in one place: what is enclosed, our insurance, our credentials and our safety record.

1. Submitted for

• Your organization: ＿＿＿＿＿＿
• Your contact and title: ＿＿＿＿＿＿
• Properties or regions this covers: ＿＿＿＿＿＿
• Date submitted: ＿＿＿＿＿＿
• Our submitting contact: ＿＿＿＿＿＿

2. Enclosed and still open

• Anything enclosed that is not listed below: ＿＿＿＿＿＿
• Items we are waiting on from you: ＿＿＿＿＿＿
• Items you are waiting on from us, and the expected date: ＿＿＿＿＿＿

Documents included

• [ ] W-9
• [ ] Certificate of insurance