Client Document Requirements

Please review this list of required information and documents carefully so that you may help your client make sure all the correct documents are on file prior to your clients’ event:

 

Questionnaires

We will send out two questionnaires for your clients to complete. You may also complete them on your clients’ behalf:

Vendor Information Questionnaire

  • Due 4 weeks prior to the event

  • Informs us of all vendors coming onto the property

  • Helps us determine if we already have vendor COIs on file

Final Details Questionnaire

  • Due 2 weeks prior to the event

  • Informs us of all the details of the event.

Client Documents

We need the following three client documents no later than 4 weeks prior to your clients’ event:

Certificate of Event Insurance

Fee Acknowledgement Form

COVID Release of Liability

Vendor Documents

The following is a list of documents we are required to have on file from your clients’ vendors, no later than 4 weeks prior:

COI for Tent, Rental, and Catering

  • If your client is using anyone on our Vendor Guide, we already have this on file.

ABC License for Bartenders

  • If alcohol is served in any form, it must be served by an ABC licensed bartender.

Planner Agreement Form


Questions?

If you or your client has any questions or needs any clarification, please don’t hesitate to reach out.