VENDOR INFORMATION. Company Name: Address: City St Zip County. Telephone #: Fax #: Contact #1 Name: Contact #2 Name: Cell Phone #: Cell Phone #:

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1 VENDOR INFORMATION Company Name: Address: City St Zip County Telephone #: Fax #: Contact #1 Name: Contact #2 Name: Cell Phone #: Cell Phone #: Address: Address: Billing/Accounting Contact: Billing Address: City St Zip Billing Phone #: Address: Do you accept American Express for payment? No Yes Please check the appropriate box(s) for the services which you/your company provide. If you/your company provide a service that is not listed, please enter those services in the space provided below. Also, please enter the counties or areas which you/your company will provide service. Aluminum/Screen Appliances Carpentry Carpet Debris Removal Discoloration Treatment Remediation Drywall Electrical Flooring Garage Gutter HVAC Janitorial Landscaping Locks/re-key Masonry Paint Permit Pest Control Plumbing Pool Fiberglass Roofing Septic Well Windows/Doors Additional Services Provided: Counties/Areas Serviced: Fx. (239) Brantley Commons Ct., Fort Myers, FL of 5

2 IN ORDER TO SET-UP YOUR COMPANY IN OUR SYSTEM AS A VENDOR/SUBCONTRACTOR, THE FOLLOWING INFORMATION IS REQUIRED PRIOR TO ANY SERVICES BEING RENDERED: COMPLETED VENDOR INFORMATION SHEET, SIGNED PAYOUT SCHEDULE/INVOICING PROCEDURES ACKNOWLEDGING ACCEPTANCE OF PAYOUT SCHEDULE, SIGNED PHOTO REQUIREMENT SHEET. A CERTIFICATE OF INSURANCE FROM YOUR GENERAL LIABILITY CARRIER WITH, BRANTLEY COMMONS CT. FORT MYERS, FL NAMED AS THE CERTIFICATE HOLDER (THIS IS TO COME FROM YOUR INSURANCE COMPANY DIRECTLY). POLICY LIMITS SHOULD BE NO LESS THAN $1,000,000 PER OCCURRENCE AND $2,000,000 AGGREGATE. FOR LIMITS BELOW THIS, PLEASE CONTACT ACCOUNTING AT (239) FOR APPROVAL. A CERTIFICATE OF INSURANCE FROM YOUR WORKERS COMPENSATION CARRIER WITH REALTY TRUST ADVISORS, BRANTLEY COMMONS CT. FORT MYERS, FL NAMED AS THE CERTIFICATE HOLDER (THIS IS TO COME FROM YOUR INSURANCE COMPANY DIRECTLY).** COMPLETED AND SIGNED W-9 FORM WITH YOUR LEGAL BUSINESS NAME, BUSINESS NAME (DBA), ADDRESS, AND FEDERAL ID# OR SOCIAL SECURITY # FILLED IN. (BLANK FORM IS ATTACHED). BACKUP WITHHOLDING MAY APPLY IF YOU FAIL TO PROVIDE YOUR CORRECT TAXPAYER IDENTIFICATION NUMBER (IRS PUB 15, CIRCULAR E, PAGE 5). CHECKS ARE MADE OUT TO THE ENTITY OR SOLE PROPRIETOR NAMED ON YOUR W-9 AND MAILED TO THE ADDRESS LISTED YOUR W-9. COPY OF YOUR BUSINESS OR OCCUPATIONAL LICENSE AS ISSUED BY YOUR COUNTY OR CITY MUNICIPALITY (SOMETIMES REFERRED TO AS A PRIVILEGE OR TAX RECEIPT). COPY OF YOUR TRADE LICENSE IF YOU ARE REQUIRED TO BE LICENSED BY YOUR TRADE ASSOCIATION OR STATE. Please mail, fax, or all information to one of the following: Brantley Commons Court, Fort Myers, FL Phone: (239) Fax: (239) vendor@realtytrustus.com We understand that it is sometimes necessary to subcontract out certain portions of your approval; however, please be advised that if you are subcontracting out any portion of your contract with RTA, we will need to have insurance information for your subcontractor(s) as well as any applicable trade licenses. Please note insurance requirements are the same for subcontractors as lower-tiered subcontractors. Failure to provide this required information may result in fines, penalties and/or termination. It is understood by the undersigned that ALL information must be received by BEFORE any services can be performed on the job or a check can be issued. Any incomplete or missing information will delay payment in part or full. AUTHORIZED SIGNATURE COMPANY NAME DATE **If you do not have a Workers Compensation Insurance Policy in effect, a valid Workers Compensation Exemption Certificate, (per your State s requirements) is required as well as a signed, notarized affidavit (attached). Fx. (239) Brantley Commons Ct., Fort Myers, FL of 5

3 PAYOUT SCHEDULE AND INVOICING PROCEDURES To assist you in submitting your invoices, please note the following details: 1. Invoices will be paid 30 days from the approval of the invoice by the project manager (PM) or when funded by our client, whichever is later. Typically, you should expect to receive your check before 45 days. To avoid payment delays, be sure the SOW has been completed including required photo documentation and reports prior to submitting your invoice. 2. Payouts occur weekly on Friday and checks are typically mailed by Monday afternoons. Checks are mailed and are NOT available for pick up at our office. NO EXCEPTIONS. 3. Invoices will not be considered valid unless all photos and any other required documents, such as reports, permits, etc., have been received. If we are required to hire a third party to take our final photos because they have not been received in our office by the job completion deadline, a fee of $75.00 will be deducted from your invoice to cover that cost. 4. Jobs that are not 100% completed cannot be invoiced. This includes any job for which we have not received sufficient photos or one that has issues directly related to your scope, approval or QC issues. 5. All invoices must be on an invoice template of some sort with invoice numbers. Invoices must include the Date of Service/Completion Date, Job Location, and the RTA Project Manager. s will not be considered an invoice. Statements and Proposals will not be accepted as invoices. 6. All invoices must be submitted for payment, via the methods listed below within seven (7) days of the services being completed and (signed off on). Do not send your invoice until you have sent final photos and all reports to your project manager. Failure to submit your invoice for payment in the time frame allotted may result in non-payment and/or back-charges. 7. Invoices must be ed to accounting@realtytrustus.com, faxed to , or mailed to Brantley Commons Ct., Fort Myers, FL to the attention of the Accounting Department. Project managers cannot accept invoices. 8. In the event that a payment is requested to be sent by any means other than USPS, Contractor understands and agrees to cover such expenses. 9. Invoices that are received 7-30 days after completion may be back-charged 10%. Invoices received after 60 days may no longer be considered valid and therefore may not be paid. 10. Waivers are required for contract amounts greater than $1, and must be received back in our office prior to the release of your check. 11. To check on the status of your invoice, please contact our accounting department at or via at accounting@realtyadvisorsus.com. By signing below, I affirm that I have read and agree to the payment/invoicing terms above: Authorized signature Company Name Date **WE RESERVE THE RIGHT TO CHANGE OUR PAYOUT SCHEDULE AT ANY TIME** Fx. (239) Brantley Commons Ct., Fort Myers, FL of 5

4 PICTURE REQUIREMENTS BID REQUIREMENTS In order to submit a bid, pictures must be taken of the subject property. You can never send too many pictures. For a full rehab bid, we expect photos. Required pictures are as follows: 1. A picture showing the address (either on a mailbox or on the house itself) to verify you are at the correct property. 2. A wide angle picture of the front of the property. 3. Individual pictures showing the specific areas in which you are proposing to do work interior, exterior, or both (example: For the installation of an electric range, take a before picture showing the electric range is missing). Wide angle shots are required to show overall rooms and layouts. 4. Any other supplemental pictures showing work that may need to be done (example: If there are safety hazards like mold or mildew on the walls, this would indicate a leak. You would do some minor investigating to find the source of the leak and take pictures of the affected areas). 5. Any other pictures to help evaluate what additional costs may be associated with a specific task (example: For the installation of a range, take a picture of the outlet to verify if it will require a 3 or 4 prong power cord). (example: For interior painting, show all room walls colors to verify if any drywall work or primer / KILZ will be necessary prior to finish painting). APPROVED WORK REQUIREMENTS Each line item must be documented with before, during and after photos. Again, you can never send too many pictures. If an interior paint job is performed, we need good overall room shots showing the walls/trim/ceilings. If something more specific is done (baseboards installed), we need pictures showing the new baseboard in all areas where it is installed. Pictures must accompany all bids and final invoices. If required photos are not received, invoice may be back charged or not be paid for missing items. PICTURE FORMAT REQUIREMENTS Photos taken with smartphones, ipads, tablets, or digital cameras are acceptable. Pictures should preferably be in JPEG format and be no smaller than 448x336 pixels and 40KB in file size. PLEASE BE SURE TO COMPRESS ALL PICTURES PRIOR TO SENDING If you need assistance with this, please contact someone in our office and we will provide instructions on how to properly compress pictures. I understand that taking the above pictures for either an estimate or completed work is part of my required scope of work. Authorized signature Company Name Date Fx. (239) Brantley Commons Ct., Fort Myers, FL of 5

5 SOLE AGREEMENT SOLE AGREEMENT as it pertains to all Approvals issued from : This Agreement, including all terms and conditions hereof, is expressly agreed to and constitutes the entire Agreement as of this date. No other Agreement or understandings, verbal or written, expressed or implied, are a part of this Agreement unless specified herein. This agreement is made upon the express condition that, its agents and employees shall be free from all liabilities and claims for damages and/or suits for or by reason of any injury, or death to any person or property of the Subcontractor, its agents or employees, or third parties, from any cause or causes whatsoever while in or upon said premises or any part thereof during the term of this agreement or occasioned by any occupancy or use of said premises or any activity carried on by the Subcontractor in connection herewith, and the Subcontractor hereby covenants and agrees to indemnify, defend, save and hold harmless, its agents and employees from all liabilities, charges, expenses and costs on account of or by reason of any such injuries, deaths, liabilities, claims, suits or losses however occurring or damages growing out of the same. IN WITNESS HEREOF the parties have accepted this Agreement the day and year first above written. Subcontractor Name: Subcontractor Address: City: State: Zip: - Subcontractor Signature Contractor Name: Contractor Address: Brantley Commons Court City: Fort Myers State: FL Zip: Contractor Signature Fx. (239) Brantley Commons Ct., Fort Myers, FL of 5

6 WORKER S COMPENSATION EXEMPTION STATEMENT (Form must be signed and notarized) Complete this form only if you are exempt from Worker s Compensation. Form should be completed by an officer of a sole proprietorship or a corporation. NAME: (First) (Last) ADDRESS: (Street) (City) (State) (Zip Code) PHONE: (Business) (Cell) This is to verify that (Business Name) Located at the above referenced address is a: Sole Proprietorship or a Corporation/Partnership/LLC And has no other employees other than his/her self or another officer of the corporation/partnership. Furthermore, only the use of insured subcontractors will be used in conjunction with any work performed for. Therefore, under the terms of the State of Worker s Compensation regulations it is NOT necessary for the above named company to carry Worker s Compensation. (Signature) ***THIS FORM MUST BE NOTARIZED*** Sworn and subscribed to me this day of, 20 Personally known OR produced ID. Type produced: NOTARY PUBLIC: My commission expires:

7 VENDOR CHANGE OF ADDRESS ADDENDUM Please keep this on file and to if you need to update your address. Effective Date: Company Name: Billing Address: Telephone #: Fax #: Contact Name: Contact Name: Cell Phone #: Cell Phone #: address: address: Billing/Accounting Contact: Phone #: address: