This article details how to identify incomplete sections on your Finance Profile, and how to complete them.

Assessment Progress

A financial profile may be marked as incomplete if any of the mandatory questions have not been answered, or the required documents have not been uploaded and/or are out of date.

The reasons why the financial profile is incomplete may be found by logging into your profile and clicking on the Tasks tab at the top of your page.  The drop-down will display how much remains to complete for your Finance section.

Clicking on the missing section will take you to the specific page so you may complete the field(s).

Requirements

On the Financials tab, upload the company's most recent financial statements including:

• Audited, reviewed, or compiled Financial Statements for the current year

If your company cannot produce an audited/reviewed/compiled statement for the current year, the following documents are required:

• Income Statements, Balance Sheet, Cash Flow Statements for the previous year

Update the Work Volume section to include the following fields:

• Expected Annual Volume This Year 
• Largest Contract Completed in Last 3 Years (Update as necessary)
• Annual Volume of Work Performed 
• Largest Contract Completed

Provide updated Backlog and Work-In-Progress (WIP) schedules.

On the Surety Programs tab, if there have been any changes to your company’s Surety Bonding Program, make updates accordingly.

Please note, if you choose to not upload your financial statements, your profile may be marked as incomplete until they are uploaded per the client’s requirements.

Once you complete the necessary sections, a quality check will be conducted.

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