Contractor Application

Transcription

Contractor Application
Application for Installer Approval
The following requirements apply to all installers interested in the partner financing programs
administrated by Kilowatt Financial and Viewtech Financial Services. Additional documentation
may be requested on a case by case basis.
As part of our on-going monitoring process, additional documentation may be requested
including copy of licenses, insurance certificates, business financial statements or tax returns,
and additional reference documents. During the approval review, a company credit review, and
if necessary due to inadequate company credit information, a business principal personal credit
report may be obtained.
All documents except the Blanket Retail Installment Contract Purchase Agreement can be
submitted via email or fax. Please mail the original signed Blanket Agreement to 4761 E. Hunter
Ave, Anaheim, CA 92807.
Program requirements for all installer participants
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Installer must have a valid contractor’s license in state where required.
Installer must have two years minimum business experience.
Installer must be able to provide a copy of their business license.
Installer must provide a copy of their home improvement contract.
Installer must be able provide certificate of worker’s compensation and general liability
insurance, with $1 million minimum coverage.
Kilowatt Financial and Viewtech Financial Services must be named as Certificate Holders
on the general liability and worker’s compensation policies.
Installer must agree to undergo a credit background check by KWF.
Installer must be free of outstanding litigation relating to their work.
Contractor must sign the required Blanket Retail Installment Contract Purchase
Agreement.
Please provide the following documents
Signed & Completed Application
Home Improvement Contract
Signed Blanket Retail Installment Contract Purchase Agreement
Kilowatt Financial, LLC
www.kilowattfinancial.com
Phone: (515) 978-6074
4761 E. Hunter Ave. Anaheim, CA 92807
[email protected]
Fax: (763) 210-6894
Kilowatt Financial Installer Application
Please fill out the application by completed each field entirely.
Date
Company Name
Year Business Established
Mailing Address
City
State
Zip
Residence Address
City
State
Zip
Principal SSN
Principal DOB
Principal Owner(s) & ownership %
Additional Owners & ownership %
Title
Business Phone Number
Business Fax Number
Email Address
Website
Contractor's License Number
Expiration Date
Bond Company
Bond Number
Type
Worker's Compensation Carrier
Policy Number & Coverage Amount
General Liability Carrier
Policy Number & Coverage Amount
Number of Employees
Scope of Work
Federal Tax ID
Company Legal Structure (Corp, LLC, Partnership)
Affiliate Businesses under common ownership
Acknowledgment: The undersigned agrees that the above provided information is true and factual and that all license and insurance
coverage is current and in-force. Kilowatt may request proof of coverage at any time and I agree to provide if requested.
Applicant Signature
Date
Current Consumer Loan Partner(s)
Credit References
Please provide name and contact information for current open credit accounts.
Company Name
Account #
Phone Number
Fax Number
Company Name
Account #
Phone Number
Fax Number
Sales Information
Please provide annual sales volume for the past three years
2011 Sales
2012 Sales
2013 Sales
Kilowatt reserves the right to request financial statements or tax returns upon certain volume milestones. If business financial statements or tax
returns are readily available please submit with this application.
Background Check Procedure
The undersigned agrees to allow Kilowatt Financial, LLC to perform a contractor’s background check to become authorized as a Kilowatt financial services
partner. By signing, I authorize Kilowatt Financial to check the company and, if necessary due to inadequate company credit information, the principal
owner(s)’s credit history. The undersigned also certifies that all written information provided to Kilowatt Financial is factual and will be held in strict
confidentiality and used exclusively for the purpose of review. I certify that neither I nor the company has any undisclosed outstanding litigation involving
work performed which could cause disciplinary action by a state agency. I certify that the information provided is true and correct.
Applicant Signature
Date
BPI
ClimateMaster
[email protected]
4761 E. Hunter Avenue Anaheim, CA 92807
Phone: (515) 978-6074
Fax: (763) 210-6894