The following subsections now support autofilling from documents uploaded by subcontractors

A new question was added regarding private equity ownership.

Added a new question: "How would you best describe the ownership of your company?"

Added SDB and LGBTQ+ Business Enterprise options.

Reworded field label "Single Occurrence Limit" -> "Per Occurrence Limit"

Construction license language was reworded (US).

A legal wording update added "or similar authority" to the Contractor's License Board question.

A state licensing dropdown was included.

New section for CMMC compliance, capturing Department of Defense (DoD)-related work and certification levels (1, 2, or 3).

Expanded questions cover delinquent tax obligations and governmental investigations for misconduct.

The company name change question was moved to the General section.

Added "full-time" for clarification.

Introduces seven new questions regarding immigration compliance policies, I-9 verification, internal audits, and contingency planning.

CAGE Code fields were added and polished for US entities.

File upload labels are now dynamic based on the selected business type.

The following subsections now support autofilling from documents uploaded by subcontractors

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).

Expanded data collection for ownership increases within the last five years, including new questions for ownership start/end %, corporate income taxes, financing method, seller-financed debt, and repurchase obligations.

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.

Restructure: reorganized into Primary Bank Details → LOC Details → Primary Bank Representative → Other LOC sections.

New Primary Bank Representative fields were added.

The "Other Institution LOC" card now supports add-more capability.

The Institution field was removed from Primary Bank LOC cards.

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.

Added an AM Best rating dropdown for the Bonding Company.

Added dedicated sections for Surety Broker Details and a Surety Representative.

New section of question to capture specific rates for 50% and 100% coverage.

The following subsections now support autofilling from documents uploaded by subcontractors

New Question: Question regarding First Aid/CPR certification.

US-Specific Requirement: Users must also specify OSHA 30/10 qualifications.

Introduced a comprehensive section for safety pre-planning, job site inspections, and high-risk work training.

The "safety meetings for field supervisors" question was moved here

Page renamed to "OSHA 300A/Workplace Illness & Injury" with adjustments to certain question wording

New Questions: Added three new Yes/No questions regarding employee training, subcontractor pre-qualification, and job safety analyses.

Program Updates: Added conditional Safety Data Sheet (SDS) questions under Hazard Communication.

Removals: The "job site safety meeting" question and the Key Document section were removed.

New Questions: Added two new Yes/No questions regarding corporate compliance and social responsibility.

New Question: Added a new question regarding government interaction

Reworded six existing questions for clarity on anti-bribery, government officials, and third-party due diligence.