Subcontractor Prequalification & Onboarding for Site Preparation
The Subcontractor Prequalification & Onboarding workflow provides site preparation contractors with a structured method for evaluating and integrating trade partners. It includes verifying insurance, safety compliance, licenses, and references, followed by onboarding into company expectations for quality and scheduling. Managers confirm compliance and document approvals. By standardizing this process, site prep companies reduce risks, protect profitability, and improve efficiency. Clients benefit from smoother projects with reliable subcontractors. Teams gain accountability with structured onboarding. With this workflow in place, site preparation contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably while fostering long-term subcontractor partnerships.
Identify scope of work and subcontractor needs for upcoming projects
Request company info from potential subs (business name, contacts, trade license)
Verify licenses, certifications, and required trade qualifications
Collect insurance certificates (liability, workers’ comp, auto)
Request references and review past project experience
Evaluate safety record and request EMR, OSHA logs, or safety program
Review any past performance with your company, if applicable
Send and have sub complete prequalification form
Approve or reject based on internal qualification criteria
Send subcontractor onboarding packet (contract template, expectations, payment terms, etc.)
Review and sign subcontract agreement
Provide project-specific details (site rules, contacts, schedule expectations)
Assign cost codes and confirm invoicing procedures
Add approved sub to project and vendor directory
File all documentation in subcontractor records
Identify scope of work and subcontractor needs for upcoming projects
Request company info from potential subs (business name, contacts, trade license)
Verify licenses, certifications, and required trade qualifications
Collect insurance certificates (liability, workers’ comp, auto)
Request references and review past project experience
Evaluate safety record and request EMR, OSHA logs, or safety program
Review any past performance with your company, if applicable
Send and have sub complete prequalification form
Approve or reject based on internal qualification criteria
Send subcontractor onboarding packet (contract template, expectations, payment terms, etc.)
Review and sign subcontract agreement
Provide project-specific details (site rules, contacts, schedule expectations)
Assign cost codes and confirm invoicing procedures
Add approved sub to project and vendor directory
File all documentation in subcontractor records
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