Subcontractor Prequalification Form With Insurance Questions
Use the form to discover issues early. A prequalification response is a representation to investigate, not a substitute for actual policy and licensing evidence.
Download the original TXT template
How to use it
- Send during bidding so exclusions or unavailable coverage can be discussed before award.
- Request agent contact details and policy evidence through a secure submission route.
- Revalidate selected bidders before work starts because a bid-stage certificate may no longer be current.
Customize the template
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SUBCONTRACTOR PREQUALIFICATION Legal business name: [Business name] Trading names / entity type: [Names and entity] Trade and proposed scope: [Scope] Operating states: [States] License details and issuing authority: [License information] Insurance contact: [Agent name and contact] Please describe: 1. Workforce, owner participation and use of lower-tier subcontractors: [Workforce and lower-tier arrangements] 2. Current GL, auto, workers comp and umbrella evidence: [Current coverage response] 3. Any exclusions relevant to the proposed work: [Relevant exclusions response] 4. Availability of requested additional insured / waiver endorsements: [Endorsement availability response] 5. Specialty policies relevant to the scope: [Specialty coverage response] 6. Any requirement you expect you cannot meet: [Unavailable requirements response] Documents supplied and dates: [Document list] Completed by / date: [Name and date] Hiring-company review notes: [Reviewer notes] Next review step: [Decision owner and deadline]
Example in practice
A roofing bidder discloses that it hires a separate crew for torch work. That changes the review questions for both the roofing policy and the lower-tier company.
Limit requests to information needed for the evaluation, and manage confidential claims or underwriting records through an approved process.