Subcontractor COI Tracking Checklist

Business: ________________ Project or audit: ________________ Reviewer: ________________ Certificate due date: ________________ Contact email: ________________

Use this checklist before job start, at renewal, and before premium audit. Keep each certificate, endorsement, and renewal notice with the job file.

Complete one line for each flooring subcontractor used on the job or during the audit period.

Columns to complete:

Starter row:

Blank rows:

Before accepting the certificate, confirm these items and note any gaps.

• Certificate names the correct subcontractor legal name.
• Work type matches the flooring work performed, such as carpet, tile, stone, hardwood, sanding, epoxy, or concrete floor work.
• General liability dates cover the work period.
• Workers compensation is shown when employees are used or the contract requires it.
• Limits shown on the certificate match the subcontract or project requirement.
• Additional insured status is supported by endorsement when required.
• Primary and noncontributory wording is confirmed when required.
• Waiver of subrogation is confirmed when required.
• Completed operations additional insured coverage is checked for work that can fail after installation.
• Renewal reminder is set at least 30 days before expiration.

Open issues to resolve before audit or final payment:

1. ________________________________________________________________ 2. ________________________________________________________________ 3. ________________________________________________________________

Action taken: ________________________________________________________________ ________________________________________________________________

Final review date: __________ Reviewer initials: __________