Subcontractor Prequalification Checklist
Run through the documents and criteria GCs use to vet a sub before awarding work — insurance, EMR, OSHA history, financials, references — and see a readiness score. Print or save as PDF.
Want this done for you, across every job?
A checklist is a snapshot you have to chase by hand. Jobsite turns prequalification into a managed cycle — invite a sub by magic link, they upload their COIs, EMR, OSHA log, and references, Jobsite extracts the policy data and computes a transparent weighted score, and a renewal countdown keeps approvals from quietly going stale.
Frequently asked questions
What documents are required to prequalify a subcontractor?
A standard package includes a completed prequalification questionnaire, certificates of insurance (general liability, auto, umbrella, and workers' comp), a current EMR letter, recent OSHA logs or the 300A summary, financial statements, a bonding capacity letter where relevant, references from prior GCs, current licenses, and a written safety program.
What are the three Cs of subcontractor prequalification?
Capacity (do they have the people, experience, and equipment for this scope?), Capital (are they financially stable enough to carry the work and pay their people?), and Character (reputation, track record, and safety culture). Many GCs treat safety — EMR, OSHA recordable rates, and a real safety program — as a fourth C.
How often should I re-prequalify a subcontractor?
Most GCs prequalify on a recurring cycle — commonly annually, sometimes quarterly — and re-confirm key items for a specific job. The riskiest inputs (insurance and financials) go stale: a COI that was current at award can lapse mid-project. Running prequalification as a cycle with renewal reminders keeps the picture current.
Read the full guide: How GCs vet subs before awarding work →