To complete your ContractorXchange assessment, you must complete the following documents:
Document Submittals
ContractorXchange Document Requirements
ContractorXchange documents are the base requirements for all accounts. They are the base document submittal to your client:
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 document marked “Required for Assessment” in ContractorXchange must remain complete and up to date to maintain your Assessment status.
Client Document Requirements
Clients may request additional documents beyond the base ContractorXchange list. If your client has additional requirements, you will see your client listed on the Submit Documents page. Click the client name to be directed to their specific list.
Questionnaire
The ContractorXchange questionnaire includes 41 + 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.