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TRADE PARTNERS

Who needs to pre-qualify?

CSM Group requires that all trade partners be prequalified annually to be eligible to contract work with our company. Prequalifying will help ensure you are receiving all possible bid opportunities that are dialed into your preferred project size, trades categories and industry types. It also helps us keep our contact database up to date, which prevents missed opportunities due to changes in staffing.

The following scopes of work do not need to go through the pre-qualification process:

  • Vendors
  • Material Suppliers
  • Testing
  • Engineering Firms
  • Architecture, including Landscape
  • Environmental Science
  • Planning
  • Surveying


To get started, please click the button below to access our online pre-qualifcation form hosted by PipelineSuite. For more information on PipelineSuite, contact our Preconstruction Team.

Pre-Qualify

Pre-Qualification Requirements

  • Financial Statements
  • Sample Insurance Certificate
  • Letter From Your Surety
  • EMR Verification
  • Current W-9 Form
  • OSHA 300 and 300A Forms
  • Additional Information

Financial Statements

Submit your most recent audited financial statements, preferably third-party prepared financial statements (audit, review, or compilation) from your last fiscal year end that includes a balance sheet and income statement.**

If you have reservations about submitting financials, we provide other options which can be set up directly with our Financial Review Team. Should you have any questions, please contact our Financial Review Team.

**A Non-Disclosure Agreement can be signed with CSM Group. Contact us if you have any questions. 

Sample Insurance Certificate

Submit a sample certificate of insurance with applicable endorsements. The certificate does not need to list CSM Group as a certificate holder but must be current/not expired. All contractors must have valid insurance to be awarded projects.

Letter From Your Surety

Submit a letter from your surety provider dated within the last 30 days, stating the following:

1. That you are in good standing with the surety

2. Your single project capacity

3. Your aggregate bonding capacity

4. Amount available

 

If not bonded, please upload a letter indicating such.

EMR Verification

Submit a letter from your insurance agent confirming your EMR for the last three years. (NCCI comparable form or letter from workers' comp carrier.)

If you are exempt from submitting an EMR letter, please upload a letter on company letterhead indicating such.

Current W-9 Form

Submit a current W-9 form with full legal name and signed and dated within the past year.

OSHA 300 and 300A Forms

Submit the past three years of OSHA 300 logs (with names redacted) and OSHA Form 300A summary.

If you are exempt from OSHA recording laws, please upload a letter on company letterhead indicating the exemption reason.

Additional Information

We welcome you to submit any additional information of your choosing. Additional information could include, but is not limited to:

1. Company safety manual

2. Additional licenses/certifications

3. Letters of recommendations

4. Listing of recently completed projects

lareg-equipment-KCC

READY TO GET STARTED?

PRE-QUALIFY

QUESTIONS ABOUT PRE-QUALIFYING?
CONTACT OUR PRE-CONSTRUCTION TEAM

Harrison,-Tracy---Vertical
CONNECT
Tracy Harrison Senior Director of Preconstruction
Tracy Harrison Senior Director of Preconstruction
Andrea-Hempstead
CONNECT
Andrea Hempstead Preconstruction Manager
Andrea Hempstead Preconstruction Manager