Subcontractor insurance (certificate of currency) tracker
One row per policy, so you can see which certificates of currency are current, due soon, expired, or still outstanding. No email address is required.
How to use it
- Download the Excel file for formulas and colour-coding, or the CSV if you prefer a plain spreadsheet. Both have the same columns.
- The first three rows are marked EXAMPLE. Delete or replace them before you add real subcontractors. The ABNs in those rows are for format demonstration only.
- Use one row per policy, not per business. A subcontractor with public liability and workers compensation needs two rows.
- Enter expiry dates as DD/MM/YYYY. Days to expiry and Status fill in automatically: Expired, Due in 30, Due in 60, or Current.
- Mark Certificate received as Y only when you have the certificate of currency itself. Tasmania’s Consumer, Building and Occupational Services says it will not accept an invoice, a policy schedule or a letter of eligibility as a certificate of currency.
- Check that the insured name and ABN match the subcontractor’s legal entity, and look the ABN up on ABN Lookup. Confirm the policy type, the period of cover, and the sum insured or other limit against what your contract or site requires.
- This spreadsheet is not advice about how much cover a subcontractor must hold. That comes from the contract, the site, or a licensing rule.
Want reminders instead of a spreadsheet? Try the demo.