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Free subcontractor compliance checklist.

Mark common packet items as ready, missing, or needing an update. The checklist runs in your browser and does not store what you enter.

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Packet checklist

Requirements vary. Use this as a planning checklist, not a compliance determination.

23 items

Business information

Legal business name

Primary contact

Address

Phone

Insurance

Certificate of insurance

General liability

Workers' compensation, when applicable

Automobile liability, when applicable

Additional insurance requirements supplied by the GC

Tax and payment

W-9

Payment contact

Remittance information

Licensing and bonding

Contractor or trade license, when applicable

Bond documentation, when required

Safety and workforce

OSHA cards, when requested

Safety program or plan

Required training records

Project-specific safety documents

Project-specific

Signed subcontract or agreement

Scope acknowledgment

Required GC forms

Keep checklist items with the documents themselves.

Site Level helps subcontractors organize packet files, track dates, and respond when a GC requests paperwork.

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Use the checklist with document guidance

Requirements vary by GC, owner, project, trade, jurisdiction, and work scope. This checklist is a planning aid, not a determination that a subcontractor is compliant.

For definitions and packet context, browse the construction compliance document library or read the construction COI tracking guide.