PaperTether · Planning aid

Vendor paperwork readiness checklist

Use these prompts to organize the vendor paperwork your team chooses to request, track, and review. Each organization can shape the process around its own work.

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Insurance certificates

Organize the certificate details your team chooses to track.

Decide when your organization requests a certificate for a vendor or project.Record the insured, certificate holder, policy details, and limits your organization specifies.Note effective and expiration dates, plus who will follow up.

Licenses

Keep the license information relevant to your own work in one place.

Identify the license type and jurisdiction your organization asks about, if any.Record the license holder, number, and issuing authority.Track an expiration or renewal date and assign an internal review owner.

W-9s

Use your organization’s process to decide whether a W-9 belongs in the file.

Decide whether your vendor process calls for a W-9.Record whether the requested form was received and reviewed.Store the form securely and limit access to authorized staff.

Lien waivers

Track waiver paperwork when your organization uses it for a project or payment.

Decide whether a waiver applies and which form your organization uses.Track the project, payment period or through-date, amount, and status as applicable.Record receipt and assign an internal follow-up owner.

Built around your process

Keep the checklist specific to your organization.

PaperTether is in development to help teams organize vendor documents and their dates.

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