Contractors Questionaire - Bid Bonds / Bond Service Online - The Bond Agency

Contractors Questionaire

Please note: Required fields are marked with an asterisk (*)

Background Information

Your First Name:*

Your Last Name:*

Your Email:*

Your Title:

Business Name:*

Business Phone #:

Business Fax #:

Business Address:

City:

State:

Zip Code:

Fed Tax ID#:

# of Employees:

Type of Business: Proprietorship Corp.

Partnership LLC

Date Formed:

Date Picker

(mm/dd/yyyy)

Date Incorporated:

Date Picker

(mm/dd/yyyy)

Owner #1

Name:

Address:

DOB:

Date Picker

Title/Responsibility:

SSN #:

Marital Status:

Spouse Name:

Spouse SSN #:

Owner #2

Name:

Address:

DOB:

Date Picker

Title/Responsibility:

SSN #:

Marital Status:

Spouse Name:

Spouse SSN #:

Has there been any change in ownership in the past 2 years? Yes No

If yes, explain:

Is the Company or any of its owners connected with other companies that operate as a parent, subsidiary, holding company or affiliate? Yes No

If yes, explain:

Have provisions been made for continuation of the duties of the owner(s) and an orderly transfer of ownership in the event of death or disability? Yes No

If yes, explain:

Key/ Personnel (Estimators, Forman, Supervisors, Managers, ect)

Personnel #1

Name:

Position:

Age:

Time in Position:

Time in Industry:

Personnel #2

Name:

Position:

Age:

Time in Position:

Time in Industry:

Operations/Experience

Type of construction work generally performed?

Specialize In?

Occasionally Perform?

What is your geographic area of operation?

List the six largest/most important contracts completed in the last five years.

Contract #1

Owner/Contact Name:

Phone #:

Fax #:

Contract Description:

Contract Amount:

Contract #2

Owner/Contact Name:

Phone #:

Fax #:

Contract Description:

Contract Amount:

Contract #3

Owner/Contact Name:

Phone #:

Fax #:

Contract Description:

Contract Amount:

Contract #4

Owner/Contact Name:

Phone #:

Fax #:

Contract Description:

Contract Amount:

Contract #5

Owner/Contact Name:

Phone #:

Fax #:

Contract Description:

Contract Amount:

Contract #6

Owner/Contact Name:

Phone #:

Fax #:

Contract Description:

Contract Amount:

What is the single largest contract you expect to perform in the near future? $

What is your average annual contract revenue? $

Do you presently own the equipment necessary to complete current and existing contracts? Yes No

If no, will you be: Buying Renting Leasing

Are bonds required from subcontractors? Yes No

If yes, over what amount? $

Bonding/Credit History

Present or most recent bonding co:

Present or most recent bonding agent:

How long with them?

Largest single contract previously bonded? $

Have you in the past or do you plan to use more that one surety at a time? Yes No

Is collateral currently posed with any other Surety to secure bonds on behalf of your firm? Yes No

If yes, please provide details:

Has the company, any affiliate or subsidiary, or any owner(s) or companies in which they have had ownership interest:

Ever defaulted on a contract? Yes No

If yes, please provide details:

Ever caused a bonding company to suffer a loss? Yes No

If yes, please provide details:

Ever experienced a bankruptcy? Yes No

If yes, please provide details:

Been in receivership? Yes No

If yes, please provide details:

Had liens filed by a taxing authority? Yes No

If yes, please provide details:

Ever had any liens for labor and/or materials filed against them on any contracts when you have performed? Yes No

If yes, please provide details:

Banking Information

Name of Bank:

Account Manager:

Phone #:

E-mail Address:

Customer of Bank Since:

Current Line of Credit Amount: $

Amount of Credit Line currently in use: $

Line of Credit Secured By? Corporate Signature: Yes No

Personal Signature: Yes No

Accounts Receivable: Yes No

Inventory: Yes No

Line of Credit Expiration Date:

Date Picker

(mm/dd/yyyy)

Accounting Information

Name of Accounting Firm that prepares Statements / Tax Returns for Company:

Date Picker

(mm/dd/yyyy)

Accountants Name:

Phone #:

Fax #:

Email Address:

How long have you been using your present accounting firm?

Does your Company obtain a CPA prepared financial statement at fiscal year end?

Yes No

If yes, on what basis are the CPA Financial statements prepared?

Percent Completion Completed Contract Accrual Cash

Do you prepare internal financial statements from your accounting system during the year?

Yes No

If so, how often? Monthly Quarterly

Do you prepare internal financial statements from your accounting system during the year?

Yes No

If the company is a corporation, is it a Sub Chapter S Corporation? Yes No

Income taxes are paid on the following basis:

Percent Completion Completed Contract Accrual Cash

Are the corporate and personal taxes of owner(s) and spouse(s) current?

Yes No

If no, please explain:

Do you factor, sell or pledge your accounts receivable or contract retainage?

Yes No

If no, please explain:

Suppliers & Subcontractors

List the names of your most important material suppliers & subcontractors:

Supplier/Subcontractor #1

Name:

Contact Person:

Phone #:

Materials/Services Provided:

Supplier/Subcontractor #2

Name:

Contact Person:

Phone #:

Materials/Services Provided:

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Supplier/Subcontractor #3

Name:

Contact Person:

Phone #:

Materials/Services Provided:

Supplier/Subcontractor #4

Name:

Contact Person:

Phone #:

Materials/Services Provided:

Supplier/Subcontractor #5

Name:

Contact Person:

Phone #:

Materials/Services Provided:

Supplier/Subcontractor #6

Name:

Contact Person:

Phone #:

Materials/Services Provided:

Supplier/Subcontractor #7

Name:

Contact Person:

Phone #:

Materials/Services Provided:

Supplier/Subcontractor #8

Name:

Contact Person:

Phone #:

Materials/Services Provided:

I acknowledge that all information is complete and correct and is given to induce the insurance company to execute surety bonds. I understand that false information may constitute misrepresentation or fraud. I, the undersigned, am authorized to allow you to investigate the credit, bank and performance reference of the company, its employees and owners for bond purposes.

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