Subcontractor Prequalification Forms
Prequal questionnaire, insurance tracker, and scoring matrix.
| Doc no. | CO-05-160 | Revision | A |
|---|---|---|---|
| Pages | 18 | Format | Word + PDF |
What's inside
- Prequalification questionnaire
- Safety & EMR history section
- Insurance certificate tracker
- Financial & references section
- Scoring matrix & approval form
About this document
Bringing an unvetted subcontractor onto a project is a risk you find out about at the worst possible time. This form set gives you a standard prequalification process: a questionnaire covering licensing, workforce, safety record, and EMR history; an insurance certificate tracker with expiration dates; and a references and financials section that takes minutes to review.
The scoring matrix turns the answers into a number, so approval decisions are consistent across estimators and project managers instead of depending on who happens to know the sub. An approval form documents who signed off and when.
Ships as editable Word and Excel-compatible forms alongside PDF, ready to send to a sub today and file when it comes back.
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Written by an HR professional with 20+ years in the field and a career trades recruiter. Reviewed for general employment practice — not legal advice.
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