Contractor Compliance Resources

Free subcontractor prequalification form — every field GCs need: license, insurance endorsements, EMR, W-9, and signed certification.

Step-by-step checklist for onboarding a new subcontractor — what to collect, what to verify, and when to follow up.

How to choose a prequalification tool — what to look for, what to avoid, and when a spreadsheet is enough.

COI stands for certificate of insurance. Learn COI meaning, every field on the ACORD 25 form, what a certificate proves, and how GCs collect and track certificates of insurance.

What COI tracking involves, why managing certificates of insurance matters, and how to build a repeatable collection and monitoring process — with or without software.

The certificate holder is listed in the bottom-left box of the ACORD 25 — but being listed gives you the document, not coverage. What it means and what it doesn't.

A certificate holder gets a copy of the COI. An additional insured is actually covered by the policy. They are not the same — and confusing them leaves GCs exposed.

CG 2010 covers you while a sub is on site. CG 2037 covers you after the work is done — when most claims actually arise. Most GC subcontracts require both. Here's what each endorsement does and how to verify them.

A plain-language breakdown of every license status you'll encounter — what each one signals, what your liability exposure is, and what to do next.

COIs, licenses, and W-9s — a practical system for lean GC and PM teams who don't have a dedicated compliance hire.

Build a repeatable system for collecting and monitoring subcontractor licenses, COIs, and W-9s across your entire roster.

What to score, how to weight license, COI, and W-9, and a spreadsheet method you can copy today — plus the step that breaks every manual scorecard.

Step-by-step guide to checking contractor license status in Texas, Florida, California, Washington, and Oregon.

Verify any contractor before they start work — license status, COI, W-9, and red flags — in five minutes or less.

The eight fields GCs and property managers most often miss when reviewing a certificate of insurance — named insured, additional insured, limits, occurrence vs. claims-made, and more.

Collect certificates of insurance via magic link, parse them with AI, and get 90/60/30/7-day expiration alerts — free for your first 25 subs.

Collect W-9 forms at onboarding, track submission status, and stay 1099-ready year-round — without the year-end scramble.

The full platform GCs and property managers use to track every credential a sub owes you — license, COI, and W-9 — and stay audit-ready in one place.

Automated contractor license monitoring — add your subs once, get daily status checks and expiration alerts without manual re-verification.

Vendor insurance compliance tracking, the HOA vendor checklist, and the best vendor management approach for property managers and associations.

Enterprise tools are built for large operations. Here's what actually works for small GCs — and when to make the switch from a spreadsheet.

What to look for when evaluating COI management tools — pricing models, AI parsing accuracy, integration depth, and what small GCs actually need.

Side-by-side comparison of COI tracking tools — features, pricing, and what each is best suited for.

If myCOI's pricing or complexity doesn't fit your operation, here are the alternatives — with real pricing and no sales call required.

Billy is built for 100+ sub Procore shops. If that's not you, here's what fits — including a free option with contractor license verification.

TrustLayer's Pulse engine and API are impressive — and enterprise-priced. If you need COI tracking without a software engineering project, here are your options.

Per-vendor fees, sales-call gates, and manual labor costs: a straight breakdown of every pricing model in the COI tracking category.

When manual COI tracking breaks down, what it actually costs you in time and risk, and the tipping point for switching to software.

How modern GCs automate COI parsing, daily license verification, W-9 collection, and expiration alerts — replacing the manual email-and-spreadsheet workflow.

Receive real-time contractor compliance events in Zapier and trigger actions in 6,000+ apps — Slack alerts, Google Sheets logging, Gmail notifications, and more.

Use Make's visual builder to route contractor.coi_expiring, contractor.w9_missing, and other events to Slack, Airtable, Gmail, and 1,500+ other apps.

Route contractor COI expiration alerts, license monitoring events, and W-9 missing notifications to Slack channels via Zapier or Make. Setup takes about 10 minutes.

Use Power Automate (included with Microsoft 365) to receive TrackMyVendor webhooks and post compliance alerts to Teams channels. No third-party subscription needed.

How to automate COI collection, parsing, and expiration tracking — what to automate first, common failure points, and what still requires human review.

Seven documents to collect from every vendor before they set foot on HOA property — COIs, licenses, W-9s, and more.

Coverage minimums, policy types, and how requirements vary by project size and contract type.

What small GCs actually need to track — without a dedicated compliance team. Practical, not theoretical.

State license and insurance requirements for contractors working on HOA-managed properties.

A practical guide for GCs and property managers on collecting, storing, and monitoring subcontractor COIs.

How property managers track vendor insurance requirements across their entire property portfolio.

TDLR license verification and COI tracking for Texas property managers — requirements, process, and automation.

How certificates of insurance work on construction projects — what GCs require from subs, how to read policy limits, and what to do when a COI doesn't meet contract requirements.

What coverage a sub must provide, why a standard certificate isn't enough, and what additional insured endorsements actually require — includes a ready-to-use COI request letter.

Florida

Texas

California

Washington

Oregon

Illinois

Colorado

NYC Home Improvement, state contractor licenses, and trade-specific requirements for GCs working in New York.

Arizona ROC dual license classes, specialty trade licensing, and how to verify sub credentials before work starts.