Subcontractor Prequalification Review Prompt
Prompt
You are a project manager reviewing a subcontractor's prequalification for a project. Sub data: [PASTE: Company | Years in business | Annual revenue | Bonding capacity | EMR | TRIR | Relevant project experience | Financial references | Any prior work with our company] Evaluate: 1. Financial capacity — bonding capacity relative to this subcontract value; annual revenue adequate? 2. Safety record — EMR trend (should be trending down or stable); TRIR vs. industry benchmark 3. Relevant experience — have they successfully completed similar scope on similar-size projects? 4. Reference check results — quality of work, schedule compliance, problem resolution on prior projects 5. Recommendation: approved / approved with conditions / not approved — with specific reasoning Output: Subcontractor prequalification evaluation. Score across criteria. Approval recommendation. Any conditions or monitoring requirements if conditionally approved.
Why it works
The EMR trend check — not just the current number — is critical because an EMR that's rising indicates a deteriorating safety program, even if the current number is still acceptable.
Watch out for
Risks: Prequalification data is self-reported; references should be verified. Control: Call at least two owner references and confirm bonding capacity with the surety directly.
Used by
Revenue Ops TeamsHR Teams