Expense Report: Sample Invoice

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EXPENSE REPORT

SAMPLE INVOICE
(Your Company Name Here) Invoice No. _____

INVOICE
Customer
Name Embedded Resource Group, Inc - Attn: Accts Payable Date:
Address 3031 Tisch Way Suite 701
City San Jose State CA ZIP 95128
Phone 408 260-2600

WE Description TOTAL
10-24-20XX Please refer to attached Expense Report

$0.00

Make Check Payable To

Your Company Name Here


Address
Phone number
Tax ID# 123-45-6789
Form
(Rev. January 2003)
W-9 Request for Taxpayer Give form to the
requester. Do not
Department of the Treasury
Identification Number and Certification send to the IRS.
Internal Revenue Service
Name
See Specific Instructions on page 2.

Business name, if different from above


Print or type

Individual/ Exempt from backup


Check appropriate box: Sole proprietor Corporation Partnership Other 䊳 withholding
Address (number, street, and apt. or suite no.) Requester’s name and address (optional)

City, state, and ZIP code

List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN)

Enter your TIN in the appropriate box. For individuals, this is your social security number (SSN). Social security number
However, for a resident alien, sole proprietor, or disregarded entity, see the Part I instructions on – –
page 3. For other entities, it is your employer identification number (EIN). If you do not have a number,
see How to get a TIN on page 3. or
Note: If the account is in more than one name, see the chart on page 4 for guidelines on whose number Employer identification number
to enter. –
Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me), and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal
Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has
notified me that I am no longer subject to backup withholding, and
3. I am a U.S. person (including a U.S. resident alien).
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup
withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply.
For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement
arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the Certification, but you must
provide your correct TIN. (See the instructions on page 4.)

Sign Signature of
Here U.S. person 䊳 Date 䊳

Purpose of Form Nonresident alien who becomes a resident alien.


Generally, only a nonresident alien individual may use the
A person who is required to file an information return with terms of a tax treaty to reduce or eliminate U.S. tax on
the IRS, must obtain your correct taxpayer identification certain types of income. However, most tax treaties contain a
number (TIN) to report, for example, income paid to you, real provision known as a “saving clause.” Exceptions specified
estate transactions, mortgage interest you paid, acquisition in the saving clause may permit an exemption from tax to
or abandonment of secured property, cancellation of debt, or continue for certain types of income even after the recipient
contributions you made to an IRA. has otherwise become a U.S. resident alien for tax purposes.
U.S. person. Use Form W-9 only if you are a U.S. person If you are a U.S. resident alien who is relying on an
(including a resident alien), to provide your correct TIN to the exception contained in the saving clause of a tax treaty to
person requesting it (the requester) and, when applicable, to: claim an exemption from U.S. tax on certain types of income,
1. Certify that the TIN you are giving is correct (or you are you must attach a statement that specifies the following five
waiting for a number to be issued), items:
2. Certify that you are not subject to backup withholding, 1. The treaty country. Generally, this must be the same
or treaty under which you claimed exemption from tax as a
3. Claim exemption from backup withholding if you are a nonresident alien.
U.S. exempt payee. 2. The treaty article addressing the income.
Note: If a requester gives you a for m other than Form W-9 3. The article number (or location) in the tax treaty that
to request your TIN, you must use the requester’s form if it is contains the saving clause and its exceptions.
substantially similar to this For m W-9. 4. The type and amount of income that qualifies for the
Foreign person. If you are a foreign person, use the exemption from tax.
appropriate Form W-8 (see Pub. 515, Withholding of Tax on 5. Sufficient facts to justify the exemption from tax under
Nonresident Aliens and Foreign Entities). the terms of the treaty article.
Cat. No. 10231X Form W-9 (Rev. 1-2003)
Form W-9 (Rev. 1-2003) Page 2
Example. Article 20 of the U.S.-China income tax treaty Specific Instructions
allows an exemption from tax for scholarship income
received by a Chinese student temporarily present in the
United States. Under U.S. law, this student will become a Name
resident alien for tax purposes if his or her stay in the United If you are an individual, you must generally enter the name
States exceeds 5 calendar years. However, paragraph 2 of shown on your social security card. However, if you have
the first Protocol to the U.S.-China treaty (dated April 30, changed your last name, for instance, due to marriage
1984) allows the provisions of Article 20 to continue to apply without informing the Social Security Administration of the
even after the Chinese student becomes a resident alien of name change, enter your first name, the last name shown on
the United States. A Chinese student who qualifies for this your social security card, and your new last name.
exception (under paragraph 2 of the first protocol) and is If the account is in joint names, list first, and then circle,
relying on this exception to claim an exemption from tax on the name of the person or entity whose number you entered
his or her scholarship or fellowship income would attach to in Part I of the form.
Form W-9 a statement that includes the information
Sole proprietor. Enter your individual name as shown on
described above to support that exemption.
your social security card on the “Name” line. You may enter
If you are a nonresident alien or a foreign entity not your business, trade, or “doing business as (DBA)” name on
subject to backup withholding, give the requester the the “Business name” line.
appropriate completed Form W-8. Limited liability company (LLC). If you are a single-member
What is backup withholding? Persons making certain LLC (including a foreign LLC with a domestic owner) that is
payments to you must under certain conditions withhold and disregarded as an entity separate from its owner under
pay to the IRS 30% of such payments (29% after December Treasury regulations section 301.7701-3, enter the owner’s
31, 2003; 28% after December 31, 2005). This is called name on the “Name” line. Enter the LLC’s name on the
“backup withholding.” Payments that may be subject to “Business name” line.
backup withholding include interest, dividends, broker and Other entities. Enter your business name as shown on
barter exchange transactions, rents, royalties, nonemployee required Federal tax documents on the “Name” line. This
pay, and certain payments from fishing boat operators. Real name should match the name shown on the charter or other
estate transactions are not subject to backup withholding. legal document creating the entity. You may enter any
You will not be subject to backup withholding on payments business, trade, or DBA name on the “Business name” line.
you receive if you give the requester your correct TIN, make Note: You are requested to check the appropriate box for
the proper certifications, and report all your taxable interest your status (individual/sole proprietor, corporation, etc. ).
and dividends on your tax return.
Payments you receive will be subject to backup Exempt From Backup Withholding
withholding if:
If you are exempt, enter your name as described above and
1. You do not furnish your TIN to the requester, or check the appropriate box for your status, then check the
2. You do not certify your TIN when required (see the Part “Exempt from backup withholding” box in the line following
II instructions on page 4 for details), or the business name, sign and date the form.
3. The IRS tells the requester that you furnished an Generally, individuals (including sole proprietors) are not
incorrect TIN, or exempt from backup withholding. Corporations are exempt
from backup withholding for certain payments, such as
4. The IRS tells you that you are subject to backup interest and dividends.
withholding because you did not report all your interest and
Note: If you are exempt from backup withholding, you should
dividends on your tax return (for reportable interest and
still complete this form to avoid possible erroneous backup
dividends only), or
withholding.
5. You do not certify to the requester that you are not Exempt payees. Backup withholding is not required on any
subject to backup withholding under 4 above (for reportable payments made to the following payees:
interest and dividend accounts opened after 1983 only). 1. An organization exempt from tax under section 501(a),
Certain payees and payments are exempt from backup any IRA, or a custodial account under section 403(b)(7) if the
withholding. See the instructions below and the separate account satisfies the requirements of section 401(f)(2);
Instructions for the Requester of Form W-9. 2. The United States or any of its agencies or
instrumentalities;
Penalties 3. A state, the District of Columbia, a possession of the
Failure to furnish TIN. If you fail to furnish your correct TIN United States, or any of their political subdivisions or
to a requester, you are subject to a penalty of $50 for each instrumentalities;
such failure unless your failure is due to reasonable cause 4. A foreign government or any of its political subdivisions,
and not to willful neglect. agencies, or instrumentalities; or
Civil penalty for false information with respect to 5. An international organization or any of its agencies or
withholding. If you make a false statement with no instrumentalities.
reasonable basis that results in no backup withholding, you Other payees that may be exempt from backup
are subject to a $500 penalty. withholding include:
Criminal penalty for falsifying information. Willfully 6. A corporation;
falsifying certifications or affirmations may subject you to
7. A foreign central bank of issue;
criminal penalties including fines and/or imprisonment.
8. A dealer in securities or commodities required to register
Misuse of TINs. If the requester discloses or uses TINs in
in the United States, the District of Columbia, or a
violation of Federal law, the requester may be subject to civil
possession of the United States;
and criminal penalties.
Form W-9 (Rev. 1-2003) Page 3

9. A futures commission merchant registered with the Part I. Taxpayer Identification


Commodity Futures Trading Commission;
Number (TIN)
10. A real estate investment trust;
Enter your TIN in the appropriate box. If you are a resident
11. An entity registered at all times during the tax year alien and you do not have and are not eligible to get an
under the Investment Company Act of 1940; SSN, your TIN is your IRS individual taxpayer identification
12. A common trust fund operated by a bank under number (ITIN). Enter it in the social security number box. If
section 584(a); you do not have an ITIN, see How to get a TIN below.
13. A financial institution; If you are a sole proprietor and you have an EIN, you may
enter either your SSN or EIN. However, the IRS prefers that
14. A middleman known in the investment community as a you use your SSN.
nominee or custodian; or
If you are a single-owner LLC that is disregarded as an
15. A trust exempt from tax under section 664 or entity separate from its owner (see Limited liability
described in section 4947. company (LLC) on page 2), enter your SSN (or EIN, if you
The chart below shows types of payments that may be have one). If the LLC is a corporation, partnership, etc., enter
exempt from backup withholding. The chart applies to the the entity’s EIN.
exempt recipients listed above, 1 through 15. Note: See the chart on page 4 for further clarification of
If the payment is for . . . THEN the payment is exempt
name and TIN combinations.
for . . . How to get a TIN. If you do not have a TIN, apply for one
immediately. To apply for an SSN, get Form SS-5,
Interest and dividend payments All exempt recipients except Application for a Social Security Card, from your local Social
for 9 Security Administration office or get this form on-line at
www.ssa.gov/online/ss5.html. You may also get this form
Broker transactions Exempt recipients 1 through 13. by calling 1-800-772-1213. Use Form W-7, Application for
Also, a person registered under IRS Individual Taxpayer Identification Number, to apply for an
the Investment Advisers Act of ITIN, or Form SS-4, Application for Employer Identification
1940 who regularly acts as a
Number, to apply for an EIN. You can get Forms W-7 and
broker
SS-4 from the IRS by calling 1-800-TAX-FORM
Barter exchange transactions Exempt recipients 1 through 5 (1-800-829-3676) or from the IRS Web Site at www.irs.gov.
and patronage dividends If you are asked to complete Form W-9 but do not have a
TIN, write “Applied For” in the space for the TIN, sign and
Payments over $600 required Generally, exempt recipients date the form, and give it to the requester. For interest and
to be reported and direct 1 through 7 2 dividend payments, and certain payments made with respect
sales over $5,000 1 to readily tradable instruments, generally you will have 60
1
days to get a TIN and give it to the requester before you are
See Form 1099-MISC, Miscellaneous Income, and its instructions.
2
subject to backup withholding on payments. The 60-day rule
However, the following payments made to a corporation (including gross does not apply to other types of payments. You will be
proceeds paid to an attorney under section 6045(f), even if the attorney is a
corporation) and reportable on Form 1099-MISC are not exempt from backup
subject to backup withholding on all such payments until you
withholding: medical and health care payments, attorneys’ fees; and payments provide your TIN to the requester.
for services paid by a Federal executive agency. Note: Writing “Applied For” means that you have already
applied for a TIN or that you intend to apply for one soon.
Caution: A disregarded domestic entity that has a foreign
owner must use the appropriate Form W-8.
Form W-9 (Rev. 1-2003) Page 4
Part II. Certification What Name and Number To Give the
To establish to the withholding agent that you are a U.S. Requester
person, or resident alien, sign Form W-9. You may be
For this type of account: Give name and SSN of:
requested to sign by the withholding agent even if items 1, 3,
and 5 below indicate otherwise. 1. Individual The individual
For a joint account, only the person whose TIN is shown in 2. Two or more individuals (joint The actual owner of the account
Part I should sign (when required). Exempt recipients, see account) or, if combined funds, the first
Exempt from backup withholding on page 2. individual on the account 1
Signature requirements. Complete the certification as 3. Custodian account of a minor The minor 2
indicated in 1 through 5 below. (Uniform Gift to Minors Act)
1
4. a. The usual revocable The grantor-trustee
1. Interest, dividend, and barter exchange accounts savings trust (grantor is
opened before 1984 and broker accounts considered also trustee)
active during 1983. You must give your correct TIN, but you b. So-called trust account The actual owner 1
do not have to sign the certification. that is not a legal or valid
2. Interest, dividend, broker, and barter exchange trust under state law
accounts opened after 1983 and broker accounts 5. Sole proprietorship or The owner 3

considered inactive during 1983. You must sign the single-owner LLC
certification or backup withholding will apply. If you are For this type of account: Give name and EIN of:
subject to backup withholding and you are merely providing
3
your correct TIN to the requester, you must cross out item 2 6. Sole proprietorship or The owner
in the certification before signing the form. single-owner LLC
4
3. Real estate transactions. You must sign the 7. A valid trust, estate, or Legal entity
certification. You may cross out item 2 of the certification. pension trust
4. Other payments. You must give your correct TIN, but 8. Corporate or LLC electing The corporation
you do not have to sign the certification unless you have corporate status on Form
been notified that you have previously given an incorrect TIN. 8832
“Other payments” include payments made in the course of
the requester’s trade or business for rents, royalties, goods 9. Association, club, religious, The organization
(other than bills for merchandise), medical and health care charitable, educational, or
services (including payments to corporations), payments to a other tax-exempt organization
nonemployee for services, payments to certain fishing boat
10. Partnership or multi-member The partnership
crew members and fishermen, and gross proceeds paid to LLC
attorneys (including payments to corporations).
5. Mortgage interest paid by you, acquisition or 11. A broker or registered The broker or nominee
abandonment of secured property, cancellation of debt, nominee
qualified tuition program payments (under section 529), 12. Account with the Department The public entity
IRA or Archer MSA contributions or distributions, and of Agriculture in the name of
pension distributions. You must give your correct TIN, but a public entity (such as a
you do not have to sign the certification. state or local government,
school district, or prison) that
receives agricultural program
payments
1
List first and circle the name of the person whose number you furnish. If only
one person on a joint account has an SSN, that person’s number must be
furnished.
2
Circle the minor’s name and furnish the minor’s SSN.
3
You must show your individual name, but you may also enter your
business or “DBA” name. You may use either your SSN or EIN (if you have
one).
4
List first and circle the name of the legal trust, estate, or pension trust. (Do
not furnish the TIN of the personal representative or trustee unless the legal
entity itself is not designated in the account title.)
Note: If no name is circled when more than one name is
listed, the number will be considered to be that of the first
name listed.

Privacy Act Notice


Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons who must file information returns
with the IRS to report interest, dividends, and certain other income paid to you, mortgage interest you paid, the acquisition or
abandonment of secured property, cancellation of debt, or contributions you made to an IRA or Archer MSA. The IRS uses the
numbers for identification purposes and to help verify the accuracy of your tax return. The IRS may also provide this information
to the Department of Justice for civil and criminal litigation, and to cities, states, and the District of Columbia to carry out their
tax laws. We may also disclose this information to other countries under a tax treaty, or to Federal and state agencies to enforce
Federal nontax criminal laws and to combat terrorism.
You must provide your TIN whether or not you are required to file a tax return. Payers must generally withhold 30% of taxable
interest, dividend, and certain other payments to a payee who does not give a TIN to a payer. Certain penalties may also apply.
ACORD TM. CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
02/08/2006
PRODUCER Phone: 408-227-9991 Fax: 408-227-8505 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
GARLAND-STURGES & QUIRK INSURANCE SERVICES, INC. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
6085 SNELL AVENUE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
SAN JOSE CA 95123 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.

INSURERS AFFORDING COVERAGE NAIC #

INSURED INSURER A: INSURANCE CARRIER'S NAME


INSURED'S NAME AND ADDRESS INSURER B:
INSURER C:
INSURER D:
INSURER E:

COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR ADD'L POLICY EFFECTIVE POLICY EXPIRATION


LTR INSRD TYPE OF INSURANCE POLICY NUMBER LIMITS
DATE (MM/DD/YY) DATE (MM/DD/YY)
GENERAL LIABILITY VOID EACH OCCURRENCE $ 1,000,000
DAMAGE TO RENTED
X COMMERCIAL GENERAL LIABILITY PREMISES (Ea occurence)
$ 50,000
CLAIMS MADE X OCCUR MED. EXP (Any one person) $ 1,000
A PERSONAL & ADV INJURY $ 1,000,000
GENERAL AGGREGATE $ 2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS-COMP/OP AGG. $ Not Included
PRO-
POLICY JECT LOC

AUTOMOBILE LIABILITY VOID COMBINED SINGLE LIMIT


(Ea accident) $ 1,000,000
ANY AUTO

ALL OWNED AUTOS BODILY INJURY


(Per person) $
SCHEDULED AUTOS
A
X HIRED AUTOS BODILY INJURY
(Per accident) $
X NON-OWNED AUTOS

PROPERTY DAMAGE $
(Per accident)
GARAGE LIABILITY AUTO ONLY - EA ACCIDENT $

ANY AUTO OTHER THAN EA ACC $


AUTO ONLY:
AGG $

EXCESS / UMBRELLA LIABILITY EACH OCCURRENCE $

OCCUR CLAIMS MADE AGGREGATE $

DEDUCTIBLE $
RETENTION $ $
WC STATU-
WORKERS COMPENSATION AND OTHER
TORY LIMITS
EMPLOYERS' LIABILITY
E.L. EACH ACCIDENT $
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED? E.L. DISEASE-EA EMPLOYEE $
If yes, describe under
SPECIAL PROVISIONS below E.L. DISEASE-POLICY LIMIT $

OTHER: BUSINESS PERSONAL VOID $10,000 - SPECIAL FORM, REPLACEMENT


A PROPERTY COST, $500 DEDUCTIBLE
SUBJECT TO POLICY EXCLUSIONS

DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/ SPECIAL PROVISIONS


CERTIFICATE HOLDER IS NAMED AS ADDITIONAL INSURED.

CERTIFICATE HOLDER CANCELLATION


SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 10
****SAMPLE****** DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT
FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE
FOR INFORMATIONAL PURPOSES ONLY INSURER, IT'S AGENTS OR REPRESENTATIVES.

AUTHORIZED REPRESENTATIVE

Attention: Thomas R. Quirk


ACORD 25 (2001/08) Certificate # 20815 © ACORD CORPORATION 1988
REVISED 11/04

TIME SLIP Embedded Resource Group, Inc.

CONTRACTOR WEEK ENDING


CLIENT

WEEKLY TOTAL
M T W TH F S S HOURS

T
O
T
A
L

______________________________ ______________________________
CONTRACTOR’S SIGNATURE CUSTOMER APPROVAL
Exhibit “A” to
Independent Contractor Agreement #xxxxxxxx

EXEMPTION FROM AUTOMOBILE INSURANCE FOR, OWNED,


NON-OWNED AND HIRED VEHICLES

Contractor and Buyer mutually agree that Buyer will waive the requirement for Contractor
Provided Automobile Insurance subject to the following:

1. Contractor agrees that Contractor will not use Contractor’s personal vehicle while
performing work under this Agreement.

2. Contractor may utilize a personal vehicle for driving from Contractor’s home to Client’s site
and park in Client’s visitor’s parking lot provided Contractor carries personal car insurance to
meet minimum lawful requirements.

3. Contractor shall indemnify Buyer and Client from and against any and all claims brought
against Buyer or Client due to circumstances arising from Contractor’s utilizing Contractor’s
personal automobile for any reason.

Consulting Company

Date
Garland-Sturges & Quirk
Contract Computer Consultant
Insurance Program
PROGRAM HIGHLIGHTS
$1,000,000 Premises & Operations Liability (Excluding Products and Professional)
$1,000,000 Non-Owned & Hired Auto Liability
$ 10,000 Business Personal Property ($500 Deductible)
Annual premium is due prior to binding coverage. Coverage may begin the same day in most cases.
Certificate of Insurance provided to any company that you hold a contract.

SEND NOW TO REQUEST A QUOTE

Effective Date: E-mail Address: ______________________


Business Name:
Owner Name:
Website: ______________________ Phone: Fax:
Business Type: Corp Partnership Proprietor
Mailing Address:

Location of Office (if different):

Consulting Type: Date Business Started: _____


* Bldg.Age of Office Location: Type of Alarm (if any):
Square Footage: ______________ Construction: ___________________________
Prior Insurance Carrier: Claims:
Drivers License No.: State: Date of Birth:
Certificate Required For: ______
Address:
Contact & FAX: ______________________________________________

* If building over 30 years please provide years of update for:


Heating: ______ Electrical: ______ Roof: ______ Plumbing: ______

Send this form NOW and we will confirm by phone or fax within one working day.
Website: GSQ.com Fax # (408) 227-8505 License #0716380

Garland-Sturges & Quirk


Insurance Services Inc.
6085 Snell Avenue,
San Jose, CA. 95123
Consultant Questionnaire

Business Information In Detail:


1) Describe the types of services provided for your clients? Please be very specific.
Please attach current resume and/or any brochures.

2) What types of clients are served?

3) Are there written contracts spelling out the scope of services rendered to
clients? ______If so, may we have a copy? _____

4) Do you develop Custom Software? ______If yes, please provide a product


overview.

5) Do you customize/tailor pre-packaged software? _______If yes, please explain.

6) Do you do any network security?

All of the above would be written excluding products/completed operations, professional


liability, Errors & Omissions, software and all other related exposures.

Current Information:
1) Total number of employees: ______Full/Time _____Part/Time_____

Prior Experience:
1) Years experience in the industry: _____
2) Years of management experience: _____
3) Any previously owned business? _____If yes, please describe:

4) Any bankruptcy filings (chapter 7, 11)? _____If so, explain:

**********************(This section to be completed by Garland-Sturges & Quirk)***********************

If insured has been in business but with no prior coverage, please explain:

Do you have personal knowledge of this applicant? _____If yes, please describe
relationship:
Producer’s Signature: ________________________________Date: ______________
Products Liability Exclusion Agreement

1) We understand that any claims arising from our products (or alleged to
arise from our products) are NOT COVERED BY THE POLICY we
have ordered through Garland-Sturges & Quirk.

2) We further understand that the exclusion of products liability coverage


also means the exclusion of any legal costs, which might be necessary to
defend us against such claims, regardless of merit.

3) Garland-Sturges & Quirk has further advised us that our contractual


liability COVERAGES are limited. If we contractually agree to assume
any liability for our products we assume this personally as it is not insured
by the policy we have ordered.

4) We acknowledge that this exclusion of products liability coverage applies


to all future policies, including any renewal policies or policies that might
be placed with other companies in the future.

We have read this agreement and acknowledge these limitations.

_____________________ ____________
Signed Date

_____________________ ______________________
by (print name here) Business Name

Note: Please sign and return this form to our office. Fax #: (408) 227-8505.
Please call with any questions at (408)227-9991 or 1-800-884-9991
Other Insurance Options

Our office can provide you and your family coverage for most types of insurance;
we are able to give you excellent rates and many options.

If you are interested in learning more, please check all the item of interest and we
will provide you a quote!

Worker’s Comp

Medical Insurance: Group Insurance or Individual coverage

Professional Insurance (E & O Coverage)

Dental Plans

Vision Plans

Life Insurance

Disability Insurance

Retirement Savings Plans

Homeowners

Individual Umbrella Policy

Auto

Earthquake

Flood Insurance

If you requested information on any of the following areas of interest, we will


contact you shortly. You may also give us a call if you have any other questions, if
you live in San Jose our local number is 408-227-9996, or you may call us toll free at
877-249-9998.
E-Mail Timecard Process
Electronic Timecards are due no later than 12:00pm on Monday

The following are the procedures all independent contractors should follow
when emailing their weekly time:

1. Please email the hours worked to your manager for approval


2. Once you have obtained the approval for your timecard, please
forward the email to [email protected]
3. You will receive a confirmation of receipt once the timecard has been
reviewed

The following are some additional guidelines that will ensure the proper
collection of weekly time:

• Independent contractors should only forward approved email


timecard to [email protected]
[email protected] should not be copied on the email containing the
contract employee’s initial time submission to their manager as this
causes confusion and an unnecessary backlog of email.
• All email time must be submitted by 12:00pm the following Monday of
the week worked.

Below please find an example of the information that should be included in


an independent contractor’s time email to their manager:
**Please note that timecards should be included in the body of the email and
not as an attachment.

To: [Manager]
Subject: [Independent Contractor Name and Week Ending Date]

Employee: [Independent Contractor Name]

Mon 8/16: 7.25


Tue 8/17: 7.25
Wed 8/18: 7.00
Thu 8/19: 6.5
Fri 8/20: ---
==================
Total: 28.00

Thanks,
[Independent Contractor’s Name]

Please forward this email to [email protected] once the timecard has been
approved.
SAMPLE INVOICE
(Your Company Name Here) Invoice No. _____________

INVOICE
Customer
Name Embedded Resource Group, Inc - Attn: Accts Payable 10-24-20XX
Address 3031 Tisch Way Suite 701
City San Jose State CA ZIP 95128
Phone 408 260-2600

Hours Description Rate TOTAL


40 October 7 - 11 $50.00 $2,000.00
40 October 14 - 18 $50.00 $2,000.00
40 October 21 - 25 $50.00 $2,000.00

Total hours = 120

TOTAL $6,000.00

Make Check Payable To

Your Company Name Here


Address
Phone number
Tax ID# 123-45-6789
EMBEDDED RESOURCE GROUP
EXPENSE REPORT
PLEASE PRINT WEEK ENDING
NAME

R-RENTAL
AUTO C-COMPANY SUN. MON. TUE. WED. THU. FRI. SAT. SUN. TOTAL
P-PERSONAL

FROM/TO MILES

P
P
P
P
P
P
P
P
Car Rental R
(R) RAIL/(A)AIR/(B)BUS
FROM/TO

PARKING
TAXIS
TOLLS
ROOM
MEALS
MISCELLANEOUS (DETAIL OVER)

DUES & FEES


PURPOSE OF TRAVEL
DAY DATE
SUN.
MON.
TUE.
WED.
THU.
FRI.
SAT.
SUN.

REMARKS
DAY DATE
SUN.
MON.
TUE.
WED.
THU.
FRI.
SAT.
SUN.

MISCELLANEOUS ITEMS-DESCRIPTION
DAY DATE
SUN.
MON.
TUE.
WED.
THU.

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