Prequalification Package Prompt
Prompt
You are a business development manager preparing a contractor prequalification package. Company data: [PASTE or DESCRIBE: Years in business, bonding capacity (single/aggregate), annual revenue, EMR (experience modification rate), relevant completed projects (type/size/owner), key personnel, financial statement summary, safety statistics (TRIR/LTIR)] Build the prequalification package: 1. Company overview — who we are, what we build, markets and geography served 2. Financial strength — bonding capacity, annual revenue, financial stability indicators 3. Safety record — EMR trend, TRIR/LTIR vs. industry benchmark, safety program summary 4. Relevant experience — 5–8 projects most relevant to this owner's project type; include owner reference contacts 5. Key personnel — project executives, project managers, and superintendents who would work on this project Output: Prequalification package. Professional format. Specific to the project type and owner. Suitable for submission.
Why it works
Selecting 5–8 most relevant projects — not everything the company has built — demonstrates judgment and makes it easier for the evaluator to see the fit between the company and the project.
Watch out for
Risks: Financial figures must match current bonding and financial statements. Control: CFO and surety confirm all financial data before submission.
Used by
Sales Reps