Course outline
Step 9 · Start the job 1 min
Won it: send the COI and submittals
After you win, your client will ask for a certificate of insurance, a signed subcontract and your submittals. Get them out the first week — material usually can't be ordered until submittals are approved.
After this lesson you can
- Know what the client will ask for after award
- Certificate of insurance — ask your insurance agent, with the client's requirements
- Signed subcontract — read it first: reviewing the subcontract
- Submittals — product data and samples: submittals
In IntelBid · Project → Correspondence
A checklist, with the requests drafted
Every won job gets a checklist for the COI, submittals and contract. IntelBid drafts the COI request to your insurance agent and the submittal email to your client with your product data sheets attached.
Step 9 of 1090%