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> Contractor Pre Evaluation Form
Contractor Pre Evaluation Form
Company Information
Verify company name and address
Confirm contact information (phone number, email)
Check company registration and license status
Review years in business
Financial Stability
Assess financial statements (last 3 years)
Evaluate credit history and credit score
Review any outstanding debts or liens
Confirm insurance coverage (liability, workers' compensation)
Experience and Qualifications
Review project portfolio and references
Confirm relevant certifications and licenses
Assess experience in similar projects
Check for industry affiliations or memberships
Compliance and Safety
Verify adherence to local, state, and federal regulations
Review safety record and incident history
Confirm safety training and certification for employees
Assess availability of safety policies and procedures
Human Resources
Review employee qualifications and experience
Confirm employee turnover rates
Assess ongoing training programs
Check for subcontractor policies and management
Performance and Reputation
Gather feedback from previous clients
Check for any litigation history
Review performance ratings or reviews on platforms
Assess responsiveness and communication practices
Additional Considerations
Evaluate sustainability practices and environmental policies
Check for diversity and inclusion initiatives
Review technology and equipment used
Confirm any affiliations with labor unions or associations
Final Evaluation
Compile findings from all sections
Assign a risk rating based on collected data
Make recommendations for approval or further review
Schedule follow-up interviews or meetings if necessary
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