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Contractor Pre-Qualification Checklist Template

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A standardised pre-qualification checklist for contractors provides a consistent method for evaluating the qualifications and capabilities of potential contractors, and ensures you select only the most suitable contractors who meet your standards and expectations.

Contractor pre-qualification is a critical step for finding reliable contractors. A well-structured checklist makes it easy to compare contractors based on their pre-qualification assessments and check that your contractor documentation is up-to-date.

You can use this pre-built contractor pre-qualification checklist to assess whether a contractor’s capabilities, resources and overall performance are suitable for your projects.

   100% fully customisable contractor pre-qualification checklist

   Record contractor details such as licenses and certifications

   Attach supporting PDFs to the checklist as evidence

   Use the checklist to determine contractor capabilities

   Thousands of templates including other commercial templates

Contractor pre-qualification checklist template
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This contractor pre-qualification checklist was generated with Dashpivot

An integrated system like Dashpivot uses automations to eliminate data entry and reduce administration time for contractor pre-qualifications:

  • Access, complete and submit all your contractor pre-qualification checklists from any device: mobile, tablet or computer.
  • Customise the contractor pre-qualification checklist criteria and answer fields to determine contractor suitability.
  • Take and attach photos, videos or PDFs to the contractor pre-qualification checklist as supporting evidence.
  • Notify approvers when a checklist is ready for review and give a final pre-qualification assessment result for the contractor.
  • Print, download or send your pre-qualification forms as custom branded PDF with your company colours.
  • Easily customise the contractor pre-qualification form template with drag-and-drop functionality.
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Ensure you select the right contractors with a reliable pre-qualification checklist

Contractor pre-qualification leads to stronger, more sustainable relationships between companies and contractors. By filtering out low bids from unqualified contractors, business owners can select the best contractor for the job.

Using a standardised contractor pre-qualification checklist is crucial for maintaining consistency in the pre-qualification process. It ensures that every contractor is evaluated against the same criteria, making it easier to compare qualifications and identify the best candidates. The checklist also helps in documenting and tracking contractor information, facilitating easier updates and reviews over time.

If you choose to run your own contractor pre-qualifications, make sure to include these key sections for any good checklist:

  • Contractor details (Company, name of representative etc.)
  • Contractor's experience and previous projects
  • Licences and certifications
  • Pre-qualification checklists for:
    • Hazard/risk management
    • Health and safety policies
    • Quality, environmental and incident management
    • Emergency procedures
    • Plant and equipment
    • Workplace monitoring and insurance
  • Declaration signature field for the representative
  • Evaluation signature field with the assessment result

You can also download our pre-built contractor pre-qualification form template to use for your own projects.

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