subcontractor-prequalification-template.xlsx

	A	G
1	SUBCONTRACTOR PREQUALIFICATION FORM
2
3	APPLICATION CONTROL
4	Prequalification record number	Revision number
5	Application status	Review status
6	Approval status	Confidentiality level
7	Submission date	Expiration date
8	COMPANY INFORMATION
9	Applying company legal name	Doing-business-as name
10	Business entity type	Year established
11	Primary office address	Primary phone
12	Primary email	Primary trade
13	TRADE, EXPERIENCE & CAPACITY
14	Secondary trades	Scope-of-work categories
15	Typical project type	Typical contract value
16	Largest completed contract	Current backlog amount
17	Available field workforce	Current workload concern
18	LICENSES, SAFETY & INSURANCE
19	License number	License status
20	License expiration date	Written safety program received
21	Experience-modification rate	Current certificate of insurance received
22	General-liability expiration date	Workers-compensation expiration date
23	BONDING & FINANCIAL CAPACITY
24	Single-project bonding capacity	Aggregate bonding capacity
25	Available bonding capacity	Financial-statement type
26	Working capital	Current ratio
27	Debt-to-equity ratio	Financial concern indicator
28	PROJECT REFERENCES
29	Reference project name	Reference customer
30	Reference contract amount	Reference completion date
31	Reference contact name	Reference contact phone
32	Reference rating	Reference comments
33	PROJECT-SPECIFIC REVIEW
34	Proposed project name	Proposed project number
35	Proposed scope	Proposed contract amount
36	Proposed start date	Proposed completion date
37	Project-specific concern	Project-specific condition
38	SCORING & APPROVAL SUMMARY
39	Weighted score	Risk rating
40	Recommended award limit	Approval conditions
41	Review recommendation	Final approver
42	Final approval date	Next annual review date
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