| Personal Information |
First Name Required Input Required |
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Last Name Required Input Required |
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Name of Application Firm Required Undefined |
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Street Required Input Required |
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City Required Input Required |
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State Required Input Required |
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ZIP / Postal Code Required Input Required Please enter a valid Postal code. |
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Website Required Undefined |
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E-Mail Address Required You must provide an e-mail address. A valid e-mail address is required. |
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Primary Phone Number Required Input Required Please enter a valid phone number |
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Date Established Required Undefined |
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Describe the Applicant's nature of business: Required Undefined |
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Is the Application Firm controlled, owned, affiliated or associated with any other firm, corporation or company? Required Undefined |
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If yes, please explain. Required Undefined |
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Please list the address(es) of all branch offices and/or subsidiaries. Include a brief description of their operations and indicate if coverage is desired for these offices. Branch office(s): Required Undefined |
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Subsidiaries: Required Undefined |
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During the past five (5) years has the name of the firm been changed or has any other business(es) been acquired, merged into or consolidated with the applicant firm? Required Undefined |
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If yes, provide a complete explanation detailing any liabilities assumed. Required Undefined |
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| Staffing - Provide a breakdown of the Applicants staff into the following categories: |
A. Principals, Partners, or Officers Required Undefined |
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B. Professionals (not included in A): Required Undefined |
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C. Support Staff (including part-time): Required Undefined |
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D. Part-time professionals(less than 20 hr/wk): Required Undefined |
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TOTAL: Required TOTAL: is required. |
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Are any staff members considered "Licensed Professionals" or do any staff members hold any professional designations or belong to any professional societies/associations? Required Undefined |
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If yes, provide the individual's name and designation/affiliation: Required Undefined |
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Dates of the Applicant's current fiscal period: (From - To) Required Undefined |
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Past Fiscal Year (Total Gross Annual Revenue) $ Required Undefined |
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Current Fiscal Year (Total Gross Annual Revenue) $ Required Undefined |
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Estimate - Next Year (Total Gross Annual Revenue) $ Required Undefined |
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| Provide the percentage of the Applicant's gross annual revenue from the last fiscal period attributable to the following: |
Percentage to Federal goverment: Required Undefined |
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Percentage to state, county, or local goverment and agency thereof: Required Undefined |
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Percentage to institutional (schools, hospitals, etc) Required Undefined |
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Percentage to lending institutions: Required Undefined |
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Percentage to manufacturing: Required Undefined |
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Percentage to Other:(specify) Required Undefined |
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Does the Applicant provide services for any clients in which a principal, partner, officer or employee of your firm is also a principal, partner, officer, employee or a more than three (3)% shareholder of said client? Required Undefined |
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If yes, please provide the Client Name, Applicant's relationship with client, and approximate annual gross revenue generated from this client. Required Undefined |
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Were more than fifty (50)% of the Applicants total gross annual billings for any one year derived from a single client or contract? Required Undefined |
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If yes, provide the client name, services rendered, and how long you expect the relationship to continue. Required Undefined |
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| Describe the Applicant's three (3) largest jobs or projects during the past three (3) years. |
Client name, services rendered, and total gross billings: Required Undefined |
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Client name, services rendered, and total gross billings: Required Undefined |
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Client name, services rendered, and total gross billings: Required Undefined |
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Does the Applicant utilize the services of independent contractors or sub-consultants? Required Undefined |
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Approximate percentage of billings attributable to independent contractors or sub consultants. Required Undefined |
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Does the Applicant ever enter into contracts where their fees for services provided are contingent upon the client achieving cost reductions or improved operating results? Required Undefined |
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If yes, provide a detailed description of such arrangements. Required Undefined |
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Does the Applicant secure a written contract or agreement for every project? Required Undefined |
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If no, provide the percentage of your gross annual revenue where a written contract is secured. Required Undefined |
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Does the Applicant's contract contain any of the following? (check all that apply) Optional |
Hold down the Ctrl Key to make multiple selections. |
Describe steps taken to minimize / manage business risks: Required Undefined |
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Has any policy or application for similar insurance on your behalf or on the behalf of any of your principals, partners, officers, employees, or on behalf of any predecessors in business ever been declined, canceled, or renewal refused? Required Undefined |
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If yes, please explain. Required Undefined |
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Does the applicant currently carry commercial general liability insurance? Required Undefined |
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| Please provide the following information on your professional liability (E&O) insurance for the past three (3) years: |
Name of insurer, limit of liability, deductible, premium, and policy period. Required Undefined |
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Name of insurer, limit of liability, deductible, premium, and policy period. Required Undefined |
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Name of insurer, limit of liability, deductible, premium, and policy period. Required Undefined |
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Retro-active date on current policy: Required Undefined |
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Have any claims, suits, or demands for arbitration been made against the Applicant, it's predecessor(s) or any past or present principal, partner, officer or employee within the past five (5) years? If yes, complete a Claim Supplement form for incidents. Required Undefined |
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Having inquired all princiapls and officers, are you aware of any act, error, omission, unresolved job dispute or any other circumstance what is or could be a basis for a claim under the proposes insurance? If yes, complete a Claim Supplement form. Required Undefined |
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| Coverage Requested: |
LIMIT OF LIABILITY: Required Undefined |
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Deductible: $ Required Deductible $ is required. |
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Enter Validation Code Required |
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