Statements. Prepare both fiscal
year-end statements (from the last three
years), and current personal financial
statements of each principal in the
company. In addition, you should include
you most recent corporate interim financial
statement, reflecting the most recent
Your Company. Put together information
about your company, its people and its
history. This includes such information
as date established, management team,
number of employees, and previous bonding
experiences. For the management team,
provide actual resumes and profiles
of principal owners and other employees
you wish to highlight. Also be sure
to include any relevant marketing materials
such as a corporate brochure.
Details. Include project information
and schedule for all on-going jobs.
Be sure to enclose such data as contract
amounts, estimated profits and cost
to complete, and total billable amount
to date. Also include details on completed
projects, including completion dates,
contract amount, and profit information.
Supply reference details and contact
information for approximately three
suppliers and three project owners /managers.
Documentation. Also include the
following: a current certificate of
insurance, a statement of continuity/succession
plan, and a current bank letter outlining
your depository/credit relationship.