Contractor Prequalification Checklist
Verify a contractor's insurance, safety performance, written programs, and training before award, with TRIR, DART, and EMR built in.
By HSE Alliance Group · Contractor & Client Readiness
Download this checklist
Free with a member account. Create one in under a minute, then download right away.
Create a free account to download →
Already a member? Use Log In at the top of the page, then come back here.
Prequalification is where most contractor problems can be stopped, and where most companies cut corners. This checklist gives you one consistent list to send before award and one place to record what came back.
It covers company and legal documents, insurance and endorsements, three years of safety performance, the written programs that should match the scope, training and competency, equipment, and client platform requirements. A performance table and the TRIR formula help you calculate rates from the contractor's own logs instead of accepting a single summary number.
The last page records the decision, any conditions, the re-evaluation date, and insurance expirations to track. Download the editable Word file, add your company name, and adapt the items to your work.