Collect the right information early
Subcontractor prequalification works best before a subcontractor is urgently needed on site. A template helps the team collect the same evidence every time and spot gaps before work starts.
Suggested template sections
- Company details and key contacts.
- Insurance documents and expiry dates.
- Accreditations and memberships.
- Health and safety policy information.
- RAMS and method statement expectations.
- Training, competence and certification evidence.
- Previous experience or project references.
- Approval status, reviewer and review date.
Track expiry and review status
Prequalification is not finished once a file is uploaded. Insurance, certificates and accreditations can expire, so the record needs review dates, owners and reminders.
Keep decisions traceable
If a subcontractor is approved, rejected or approved with conditions, record who made the decision and why. That history helps procurement, operations and compliance teams stay aligned.
How Zektrx helps
Zektrx helps contractors manage subcontractor evidence, approval status, expiry dates and linked project records without relying on disconnected spreadsheets.