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CLIENT RESOURCES

Client Resources

Forms, guides and program information to help contractors prepare.

FORMS LIBRARY

Client Forms

Use the existing TBG forms when a specific bond request or financial statement is needed. These documents are provided as working resources and may be updated by TBG over time.

Bid Bond Request Form

Use this form to organize the project, obligee, bid and cost information commonly needed for a bid bond request.

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Capacity / Bond Letter Request Form

A working form for project and contract information when a contractor needs a bonding or capacity-related letter request reviewed.

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Payment & Performance Bond Request Form

Use this form after award when performance and payment bonds are required and project information needs to be submitted for review.

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Personal Financial Statement

A detailed personal financial statement used when a surety review requires information about an owner or guarantor.

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PREPARE BEFORE THE DEADLINE

Bonding Preparation Guides

Short, plain-language guides to help contractors understand common surety questions and keep useful information organized.

Contractor Bonding Document Checklist

Bond requests move more smoothly when common company and project information is already organized. The exact documents depend on the surety and the request,…

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Keeping Your Bonding Information Current

Contractors often think about bonding only when a bid is due. A better habit is to keep core business information reasonably current throughout the…

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Preparing for Your First Surety Conversation

You do not need to know every underwriting term before speaking with a surety professional. A productive first conversation starts with a clear picture…

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Understanding Bid, Performance & Payment Bonds

Bid, performance and payment bonds serve different purposes in the construction process.Bid bondA bid bond is commonly submitted with a bid and supports the…

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SPECIALIZED PROGRAMS

SBA & Program Information

Background information for contractors exploring SBA support, MHIC requirements or specialized contractor programs.

Preparing for an MHIC Bond Request

If your Maryland home-improvement licensing process requires a surety bond, start by confirming the exact requirement and bond amount shown in the licensing instructions.Have…

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Preparing for the Hensel Phelps Bond Assistance Program

Participating contractors can make the bonding discussion more productive by having basic company, ownership, work history, current backlog and project information organized.TBG helps applicants…

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SBA Surety Bond Support: What Contractors Should Know

The SBA Surety Bond Guarantee Program may provide an additional path for eligible small businesses seeking surety bonds. It does not remove underwriting and…

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BUILD A STRONGER SUPPORT NETWORK

Community & Partner Resources

Practical guidance for working with the outside professionals and resources that often support a contractor’s financial and operational readiness.

Building a Strong Contractor Advisory Team

Growing contractors often rely on more than one outside professional. A CPA, banker, attorney, insurance professional and surety advisor may each see a different…

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Why the Banking Relationship Matters to Contractors

Contractors often deal with uneven cash flow, retainage, equipment needs and changing project schedules. A banking partner who understands the business can be easier…

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Working With Your CPA on Surety Readiness

Financial reporting is one of the areas where early coordination can help a contractor. If bonding is an important part of the business, make…

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Need help finding the right form or resource?

Contact TBG and tell us what you are working on. We will point you to the appropriate next step.