Step-by-step checklists and templates for the documents GC office teams chase every week. Each guide links the public sources behind it.
A step-by-step way to ask a subcontractor for a certificate of insurance: what to send their insurance agent, the details to include, a copy-ready email and what to check when it comes back.
A checklist for reviewing a subcontractor’s certificate of insurance against your contract: named insured, policy dates, limits, certificate holder and additional insured.
What additional insured status means on a subcontractor’s liability policy, how blanket and scheduled endorsements differ, and what a GC office should collect and check.
What a waiver of subrogation is, why subcontracts ask for one, which policies it usually applies to, and what proof to collect from a subcontractor’s insurance agent.
Why to get a signed Form W-9 from every subcontractor before the first payment, what to check on it, how backup withholding works when a TIN is missing, and how to keep W-9s organized.
How to track conditional and unconditional lien waivers from subcontractors with each payment, what to match on each waiver, and why state forms matter, using Texas as an example.
A practical schedule for chasing subcontractor insurance renewals: when to send reminders, who to contact, what to ask for, and what to do if a certificate lapses mid-job.