What is your expected annual volume next year? $
What trades do you normally perform with your own forces?
CPA Name:
CPA Address:
CPA Phone:
CPA Contact Person:
On what basis are taxes paid?
On what basis are financial statements prepared?
On what level of assurance are CPA statements prepared?
How often are statements prepared: In-house
By CPA
Who is responsible for internal accounting duties?
How many years of experience do they have?
What was their education?
How often are job cost records updated?
How often are job cost records reviewed?
Is the job cost system: Manual Automated
If automated, what program is used?
Bank Name:
Bank Address:
Bank Phone:
Bank Contact Person:
Amount of Line of Credit? $
Security for Line of Credit?
Expiration date for Line of Credit?
Is your firm Union? Yes No
List your 5 largest Completed Contracts:
Contract 1

Job Name:
Contract Price:
Profit: $
Bonded: Yes No
Completion Date:
Owner:
Contact Person:
Phone:

Contract 2

Job Name:
Contract Price:
Profit: $
Bonded: Yes No
Completion Date:
Owner:
Contact Person:
Phone:

Contract 3

Job Name:
Contract Price:
Profit: $
Bonded: Yes No
Completion Date:
Owner:
Contact Person:
Phone:

Contract 4

Job Name:
Contract Price:
Profit: $
Bonded: Yes No
Completion Date:
Owner:
Contact Person:
Phone:

Contract 5

Job Name:
Contract Price:
Profit: $
Bonded: Yes No
Completion Date:
Owner:
Contact Person:
Phone:

   
List 5 of your major suppliers:
Major Supplier 1

Name:
Address:
Phone:
Contact:

Major Supplier 2

Name:
Address:
Phone:
Contact:


Major Supplier 3

Name:
Address:
Phone:
Contact:


Major Supplier 4

Name:
Address:
Phone:
Contact:

Major Supplier 5

Name:
Address:
Phone:
Contact:

   
List 5 of your subcontractors (if you are a sub, list generals):
Subcontractors 1

Name:
Address:
Phone:
Contact:
Job:

Subcontractors 2

Name:
Address:
Phone:
Contact:
Job:

Subcontractors 3

Name:
Address:
Phone:
Contact:
Job:

Subcontractors 4

Name:
Address:
Phone:
Contact:
Job:

Subcontractors 5

Name:
Address:
Phone:
Contact:
Job:

   
List 3 Architects you have done business with:
Architects 1

Name:
Address:
Phone:
Contact:
Job:

Architects 2

Name:
Address:
Phone:
Contact:
Job:

Architects 3

Name:
Address:
Phone:
Contact:
Job:

   
Names of previous bonding companies:
A.
B.
C.
List key personnel, foremen, or supervisors:
Key Personnel 1


Name:
Position:
Duties:
Experience:

Key Personnel 2


Name:
Position:
Duties:
Experience:

Key Personnel 3


Name:
Position:
Duties:
Experience:

   
List any subsidiaries and/or affiliates of this firm:
A.
B.
C.
Remarks:
   
Please attach a current Certificate of Insurance to this form.
   
Completed By:
Title:
Date:

Items needed for bonding submissions:

  • This questionnaire
  • Resumes of key employees
  • Last 3 company year-end financial statements
  • Personal financial statement and Work On Hand report (if year-end is over 6 months old)
  • Bank reference form or letter from banker
  • Details of any continuity plans (buy/sell or job completion agreements)