COI Tracking Spreadsheet Generator
Create a ready-to-use Excel workbook for insurance expirations and missing documents.
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Free Subcontractor Compliance Checklist Builder
Create a customized subcontractor compliance checklist for your project, trade, and requirements.
No signup required
- 1Project
- 2Subcontractor
- 3Requirements
What is a subcontractor compliance checklist?
A subcontractor compliance checklist gives project and office teams one place to define what must be collected before work starts and what needs to remain current. It can cover vendor setup, insurance, licensing, safety records, qualification documents, and project-specific contract items.
What documents do general contractors commonly track?
Common records include W-9s, contractor licenses, certificates of insurance, general liability and workers’ compensation coverage, additional insured endorsements, waivers of subrogation, EMR, OSHA 300A summaries, safety programs, signed subcontracts, and lien waivers.
Why requirements vary by project
A checklist copied from a previous job may not reflect a new owner’s contract, a different insurer’s requirements, public-project rules, or a new state. Use the builder as an organizational starting point and confirm requirements with the people responsible for your contract, insurance, safety, and legal review.
How to keep requirements organized
Assign each requirement a clear name, identify whether it expires, and review missing items before mobilization. For recurring work, use a system that can track each subcontractor and alert the right people before documents expire.
Already know what you need to collect? Create a tracking spreadsheet.
Frequently asked questions
What is a subcontractor compliance checklist?
It is an organized list of business, insurance, safety, qualification, and project documents a general contractor expects to collect from a subcontractor.
Does selecting a trade determine legal requirements?
No. Trade selection only labels and organizes the checklist. Requirements depend on the contract, project, insurer, jurisdiction, and company policy.
Can I add my own requirements?
Yes. Add as many custom requirements as needed, with optional notes and an expiration-tracking flag.
Can I use the checklist without creating an account?
Yes. You can generate, copy, print, and download the checklist without signing up.
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- Subcontractor records
- Document requirements
- Missing items
- Expiration dates
- Automated reminders
- Compliance visibility