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What should I have ready to complete my account?

R
Written by Ronnie Tallman
Updated over 2 months ago

Required Documents

  • WCB/ WSIB/ EMR Premium Rate Statements (past 3 years and current year per location)

  • Current WC Clearance Letter per location

  • Certificate of Incorporation

  • General Liability Insurance certificate - a minimum $2 million per occurrence policy limit

  • Automotive Liability Insurance certificate - a minimum $2 million per occurrence policy limit

  • Health and Safety Manual

  • Health and Safety Audit Certificate (COR or equivalent). This is not a mandatory requirement, but it provides points in the CX Evaluation.

ContractorXchange document requirements marked as 'Required for Assessment' must be complete to maintain your Assessment status.

Your client(s) may have additional document requirements. You can access these from the Documents section.

Questionnaire

The ContractorXchange questionnaire contains just over 40 questions in the areas of:

  • General Information

  • Organization:

    • Corporate Structure, Contracts, Work History/Legal

  • OHS Management:

    • H & S and Environmental performance (stats) for the last three years,

    • Regulatory Compliance, Incident Management, Training, etc.

  • Environmental Management

  • Quality Management

  • Contractor Management

The past three years of provincial/state safety performance data, as well as regulatory compliance data (orders, citations, etc.) for the same period, are required for approval. Please ensure you have the data ready for input.

ContractorXchange questions marked as 'Required' must be completed to maintain your Assessment status.


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