The following Minimum Information is required in order for our agency to review your account for a Bonding Line:

1. 3 years CPA prepared Financial Statements.  Six month interim statement if already into year over six months.  Statements should be included for all entities with majority ownership being the same. (for all entities that have common ownership)
2. 1 year personal financial statements (for all owners)
3. Copy of bank statements to coincide with last year end financial statement "if" a compilation statement is provided.
4. Accounts payable and receivable that coincide with last year end financial statement along with addresses, phone numbers and contact person if available.
5. Work in progress report as of last year end financial statement.
6. Current work in progress report
7. Schedule of largest jobs for the past 3 years

Please feel free to contact Jo Griffith at jomac@cliffordandbradford.com if you have any questions.