A focused paperwork workflow for electrical contractors who repeatedly send W-9s, COIs, licenses, safety documents, and project references.
Build your packet freeElectrical contractors often work across several GCs and jurisdictions, so the request is familiar but the exact license, endorsement, and safety documents can change.
Keep your license details and current COI easy to update, but leave taxpayer and signed contract files private unless a specific recipient needs them.
Start with company information, W-9, current COI, applicable electrical licenses, workers’ compensation proof, safety program, and project references. Confirm the exact project requirements with the GC.
No. Keep it private by default and share it intentionally with the GC or accounting contact requesting vendor setup.