COI tracking guides
Practical pages for collecting, reading, checking, and renewing certificates. Pick the job you are doing.
Updated November 7, 2026
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What is COI tracking?
The collect, verify, renew, and report cycle, and why a spreadsheet eventually fails.
How to read a COI
The fields that matter, and what a certificate does not prove.
What COI compliance means
Requirements, endorsements, limits, and expirations. Tracking makes the gaps visible.
Verification checklist
A pass-or-hold review. A file on disk is not a decision.
Renewal process
Which date to watch, who to escalate to, and what file to keep.
Request letter
Wording you can adapt. Not a clause to paste into a contract.
By situation
Vendor COI
What to ask a vendor for, what to check, and how renewals work.
Subcontractor COI
Project requests, site access, and the gaps that show up on a job.
Construction
One row per subcontract, and renewals that fall in the middle of the job.
Property management
Vendor and tenant certificates across a portfolio.
Spreadsheet columns
Build the tracker yourself, or start from the free Google Sheet.