Free Subcontractor Prequalification Template
Evaluate and prequalify subcontractors with financial assessment, safety records, experience verification, reference checks, and insurance compliance.
What's Included
This template includes 3 organized sections ready for your project.
Prequalification Form
Scoring Matrix
Qualified Sub Register
Key Features
Everything you need to manage subcontractor prequalification documentation professionally.
Financial Assessment
Bond capacity, credit references, annual revenue, and financial statement review criteria
Safety Record Review
EMR, TRIR, DART rates with 3-year history and OSHA citation check
Experience Verification
Relevant project history, key personnel qualifications, and trade licensing verification
Reference Checks
Structured reference questionnaire for past clients, GCs, and design professionals
Insurance Compliance
Verify insurance coverage meets project requirements before qualification
Scoring Matrix
Weighted scoring criteria across all evaluation categories for objective comparison
Why This Template Is Different
Built by construction professionals who manage real projects.
POD vs. Generic Templates
Specialty-Specific Design
Templates Are Just the Beginning
Plan of Day's AI platform turns this template into a living, intelligent document.
Before
Static template
After
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Frequently Asked Questions
Prequalification reduces project risk by verifying a subcontractor's financial stability, safety record, relevant experience, and capacity before award. It prevents problems like mid-project defaults, safety incidents from unqualified crews, and quality issues from inexperienced trades.
Review the subcontractor's Experience Modification Rate (EMR), Total Recordable Incident Rate (TRIR), and Days Away/Restricted/Transfer (DART) rate for the past three years. Also check for OSHA citations and verify their safety program documentation. The template includes scoring criteria for each metric.
Typical weighting: Safety (25-30%), Financial (20-25%), Experience (20-25%), References (10-15%), and Insurance/Bonding (10-15%). The template allows you to adjust weights based on project-specific priorities. A minimum passing score must be achieved in each category, not just overall.
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Last updated: April 2026