Business Section
Autofill Support
The following subsections now support autofilling from documents uploaded by subcontractors
Diversity Certifications
Insurance Policies
Construction Licenses/Certifications
Business Details
A new question was added regarding private equity ownership.
Related Companies
Added a new question: "How would you best describe the ownership of your company?"
Legal
The company name change question was moved to the General section.
Finance Section
Autofill Support
The following subsections now support autofilling from documents uploaded by subcontractors
Most Recent Year End Financial Statements
Banking
Bonding
Most Recent Year-End Financial Statements
Added a mandatory dropdown for "Accounting Basis of Financials" (Accrual, Cash, or Income Tax).
Introduced a new dollar field for Customer Deposits (following Over Billings).
Employee Stock Ownership Plan (ESOP)
Six new conditional ESOP questions when ownership increased in the last 5 years: ownership start/end %, corporate income taxes, financing method, seller-financed debt, and repurchase obligations.
Succession Planning
New page added to the Finance section.
Added the following question: "Does your company currently have a formal succession plan in place?" with Yes/No response. If Yes is selected the questions below apply.
Added the following question: "Which of the following best describe your current succession strategy?"
Added the following question: "What is your anticipated timeline for leadership or ownership transition?"
Page includes an optional file drop to attach a copy of the succession plan.
Primary Bank Details / LOC Pages
Restructure: reorganized into Primary Bank Details → LOC Details → Primary Bank Representative → Other LOC sections.
New Primary Bank Representative fields were added.
New Question: Covenant Details — current and past-year compliance with bank covenants.
New Question: Deposit Account Details (Last 12 Months) — Currency dropdown, average account balance, and NSF activity question.
New Question: Term Loan Details — conditional card (currency, expiry, authorized limit, current usage, secured status, repayment history) and add-more capability.
The "Other Institution LOC" card now supports add-more capability.
Line of Credit (LOC) Fields
LOC cards are now split between Primary Bank and Other Institutions sections based on institution matching.
Field name updates: "Total Capacity" is now Authorized Limit; "Amount Drawn" is now Current Usage.
Performance Bonding
Added an AM Best rating dropdown for the Bonding Company.
Added dedicated questions for Surety Broker Details and a Surety Representative.
New section of question to capture specific rates for 50% and 100% coverage and a checkbox confirming surety provider can issue fast-track form bonds.
Health and Safety Section
Field Leadership Safety Qualifications
New Question: Question regarding First Aid/CPR certification.
Field Safety Practices
Introduced a comprehensive section for safety pre-planning, job site inspections, and high-risk work training.
The "How often do you hold regular safety meetings for field supervisors?" question was moved here
Safety Management & Planning
New Questions: Added three new questions on employee training/toolbox talks, written subcontractor pre-qualification procedures, and job safety analyses.
New Question: Added conditional Safety Data Sheet (SDS) questions under Hazard Communication.
New COR certification expiry date field.
Removals:
"How often does your company hold a job site safety meeting?" removed.
Key Document section removed from Health & Safety Program.
ESG Section
No new sections or questions in the V3.6 changes.