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Data and Document Requirements

Learn which documents and questionnaire details are required to complete your ContractorXchange assessment and maintain your status.

R
Written by Ronnie Tallman
Updated over 2 weeks ago

To complete your ContractorXchange assessment, you must complete the following documents:

Document Submittals

  • WCB / WSIB / EMR Premium Rate Statements

    • Past three years and the current year, per location

  • Current Workers’ Compensation (WC) Clearance Letter (per location)

  • Certificate of Incorporation

  • General Liability Insurance Certificate

    • Minimum $2 million per occurrence

  • Automotive Liability Insurance Certificate

    • Minimum $2 million per occurrence

  • Health and Safety Manual

  • Health and Safety Audit Certificate (COR or equivalent)

    • Not mandatory, but provides additional points in the CX Evaluation

Any documents marked “Required for Assessment” in ContractorXchange must remain complete and up to date to maintain your Assessment status.

Client Document Requirements

Some clients may request additional documents. These can be found in the Documents section of your account.

Questionnaire

The ContractorXchange questionnaire includes 40+ questions covering the following areas:

  • General Information

    • Company and contact details

  • Organization

    • Corporate structure

    • Contracts

    • Work history and legal information

  • Occupational Health & Safety (OHS) Management

    • Health, safety, and environmental performance statistics (past three years)

    • Regulatory compliance

    • Incident management

    • Training programs

  • Environmental Management

  • Quality Management

  • Contractor Management

Please ensure all required information and data are ready before starting the questionnaire.

All questions marked “Required” must be completed to maintain your Assessment status.

Client Questions

Your client(s) may include additional questionnaire requirements. These can be accessed directly within the Questionnaire section.

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