Insurance requirements are important to attach to your COI requests. These requirements show your subcontractors what policies, limits, and language are required for a specific project.
You can add two types of insurance requirements on Constrafor.
1. Project-level insurance requirements: these documents will automatically show on all COI requests associated with a project. If the requirements are standard across the entire project, adding insurance requirements at the project level will save you time!
2. Request-level insurance requirements: these are only available for the individual request. This is usually used for specialized scope of work with specific requirements.
Adding requirements at the Project level
- If you are creating a new project, under project documents toggle to insurance requirements and upload you documents.
- If your project already exists, enter the project page, scroll down to project documents, and click on "Add documents". A pop up window will appear where you can toggle the document type to insurance requirements and upload you documents.
Adding requirements at the request level
- If you are creating a new COI request, add the requirements under "Counterpart's requirements".
- If the request already exists, open the COI request and click on the pencil icon next to "Insurance requirements". A window will pop up where you can add your request specific requirements.
