Run Subcontractor Bond and Insurance Verification Inspection — Free

Inspection Details and Contract Scope

Subcontractor legal name matches contract and project records critical (required)

Verify the subcontractor name on the bond and COI matches the executed subcontract and approved vendor record.

Project name and jobsite location match contract requirements critical (required)

Confirm the documents reference the correct project and location.

Required documents received before mobilization critical (required)

Confirm all contract-required documents are on file before work release.

Yes No N/A

Document review date

Date and time the verification was completed.

Bond Verification

Payment bond is valid and executed by acceptable surety critical (required)

Verify the payment bond is signed, dated, and issued by a surety acceptable under the contract.

Yes No N/A

Performance bond is valid and executed by acceptable surety critical (required)

Verify the performance bond is signed, dated, and issued by a surety acceptable under the contract.

Yes No N/A

Bond amount meets contract requirement critical (required)

Record the bond amount and confirm it meets or exceeds the required value.

Bond effective date is current for the project period critical (required)

Confirm the bond is effective for the current project period and has not lapsed.

Yes No N/A

Bond obligee and project reference are correct critical (required)

Verify the obligee, project name, and contract reference are correct on the bond.

Yes No N/A

Certificate of Insurance Verification

COI lists subcontractor as named insured critical (required)

Confirm the subcontractor is identified as the named insured on the certificate.

Yes No N/A

General liability coverage meets contract minimum critical (required)

Enter the general liability limit and verify it meets or exceeds the contract requirement.

Workers' compensation coverage is active where required critical (required)

Verify workers' compensation coverage is shown on the COI or supporting documentation where required by law or contract.

Yes No N/A

Auto liability coverage is present when subcontractor vehicles are used

Confirm auto liability coverage is listed if subcontractor-owned or hired vehicles will be used on site.

Yes No N/A

Umbrella or excess liability coverage meets contract requirement

Verify umbrella or excess coverage is provided when required by the contract.

Yes No N/A

COI effective and expiration dates are current critical (required)

Confirm the certificate is currently effective and will remain valid through the required work period.

Yes No N/A

Endorsements, Exclusions, and Special Requirements

Additional insured endorsement received when required critical (required)

Verify the owner, general contractor, or other required parties are named as additional insureds when required by contract.

Yes No N/A

Waiver of subrogation received when required

Confirm waiver of subrogation is included when required by the contract.

Yes No N/A

Primary and non-contributory wording confirmed when required

Verify the policy language states primary and non-contributory coverage when required.

Yes No N/A

Policy exclusions reviewed for scope conflicts critical (required)

Review exclusions that could affect the subcontracted work, such as roofing, excavation, pollution, or professional services exclusions.

Yes No N/A

Disposition and Sign-Off

Verification status critical (required)

Final disposition of the subcontractor bond and insurance review.

Deficiencies and corrective actions documented

Document any missing, expired, or non-compliant items and the required corrective action.

Inspector signature critical (required)

Signature of the person completing the verification.

Get your results

Enter your email — we'll send you a PDF of your filled-out template, plus the occasional MangoScoop newsletter (templates, workflow tips, product updates). Unsubscribe anytime — link is in every email.

Email (required)

Your name (optional)

Run: Subcontractor Bond and Insurance Verification Inspection

Inspection Details and Contract Scope

Bond Verification

Certificate of Insurance Verification

Endorsements, Exclusions, and Special Requirements

Disposition and Sign-Off

Get your results