Business Documentation

Companies seeking Accreditation must upload copies of the documents listed below to their Accreditation Dashboard. Documentation requirements serve to establish and verify legal and ethical operations.

All documents are placed in a review queue upon upload. You will be notified when a document has been accepted

Business Plan Documents

  • Mission Statement
    Written Statement describing the purpose of the company.
  • 5-year Business Plan
    An outline of the future vision and goals of the company; identifying measures of success both in descriptive and financial terms.
  • Sample Budget
    Projected revenue and expenditures for the next 12 months.
  • Cash Flow Projection
    Listing of the ebb and flow of expected generation and uses of cash based on the projected budget.

Business Operations Documents

  • Employer Identification Number
    Tax number issued by the Internal Revenue Service.
  • State Tax Identification Number
    Number issued by your state revenue or taxing authority.
  • Business License
    If required or applicable in your local jurisdiction.
  • Contractor License
    If required or applicable in your local jurisdiction.
  • EPA Registration
    EPA’s Renovation, Repair and Painting Final Rule require that renovations conducted for compensation, must be performed by Certified Firms using Certified Renovators.  Renovation firms that wish to work in pre-1978 homes and child-occupied facilities must apply to EPA and pay a fee in order to become certified.
  • Proof of Insurance
    Documentation of proof of insurance for general liability, workers’ compensation, automobile and bonding, if required.
  • Estimating Procedures
    Short description of the procedures used to create project cost estimates.
  • Sample Contract
    Agreement document between company and customer outlining scope of project, price and deadlines.
  • Safety Plan
    Written plan detailing company safety policy and guidelines to be used by employees on all job sites.

Accreditation Application Documents

Visit your Accreditation Dashboard to review your status.