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| Pre-Contract Due Diligence (STEP) | | |
| Subcontractor's License Number (NUMBER) | | |
| License Expiration Date Verified? (SELECTION options: Yes, No, N/A) | | |
| Copy of Subcontractor's Insurance Certificate (UPLOAD) | | |
| Date Insurance Certificate Verified (DATE) | | |
| Notes on License/Insurance Verification (TEXT) | | |
| Subcontractor's Safety Program Reviewed? (SELECTION options: Yes, No) | | |
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| Insurance Verification (STEP) | | |
| Policy Number (NUMBER) | | |
| Policy Effective Date (DATE) | | |
| Policy Expiration Date (DATE) | | |
| Coverage Amount (General Liability) (NUMBER) | | |
| Coverage Amount (Workers' Compensation) (NUMBER) | | |
| Coverage Amount (Auto Liability) (NUMBER) | | |
| Insurance Carrier (SELECTION options: Carrier 1, Carrier 2, Carrier 3) | | |
| Certificate of Insurance (PDF) (UPLOAD) | | |
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| Licensing & Permits (STEP) | | |
| Subcontractor License Number (TEXT) | | |
| License Expiration Date (DATE) | | |
| Permit Type (e.g., Excavation, Electrical) (TEXT) | | |
| Permit Number (NUMBER) | | |
| Permit Issue Date (DATE) | | |
| Permit Expiration Date (DATE) | | |
| Permit Status (Active/Inactive/Pending) (SELECTION options: Active, Inactive, Pending) | | |
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| Safety Program Review (STEP) | | |
| Describe Subcontractor's Safety Manual Summary (TEXT) | | |
| Does the program address these topics? (SELECTION options: Hazard Communication, Fall Protection, Confined Space Entry, Lockout/Tagout, Excavation Safety) | | |
| Number of Safety Meetings Held Per Month (NUMBER) | | |
| Date of Last Safety Program Review (DATE) | | |
| Employee Safety Training Documentation? (SELECTION options: Yes, No, Partial) | | |
| Upload Safety Training Records (e.g., Certificates) (UPLOAD) | | |
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| On-Site Safety Compliance (STEP) | | |
| PPE Usage (Hard Hats, Safety Glasses, Vests) (SELECTION options: Fully Compliant, Minor Deviation, Significant Non-Compliance) | | |
| Number of Safety Barriers/Cones Properly Placed (NUMBER) | | |
| Fall Protection Measures (Scaffolding, Harnesses) (SELECTION options: Adequate, Needs Improvement, Not Present) | | |
| Housekeeping (Cleanliness & Order) (SELECTION options: Excellent, Good, Fair, Poor) | | |
| Location of Nearest First Aid Kit (LOCATION) | | |
| Any Observed Near Miss Incidents? (TEXT) | | |
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| Drug & Alcohol Policy (STEP) | | |
| Does the subcontractor have a written drug & alcohol policy? (SELECTION options: Yes, No, Unknown) | | |
| Frequency of random drug testing (days) (NUMBER) | | |
| What type of testing is utilized? (SELECTION options: Urine, Hair, Saliva, Other) | | |
| Brief summary of subcontractor's drug & alcohol policy (if available) (TEXT) | | |
| Upload a copy of the subcontractor's drug & alcohol policy (optional) (UPLOAD) | | |
| Date of last policy review (DATE) | | |
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| Immigration Verification (E-Verify) (STEP) | | |
| Does the subcontractor participate in E-Verify? (SELECTION options: Yes, No, Not Applicable) | | |
| Number of employees subject to E-Verify (if applicable) (NUMBER) | | |
| Date of last E-Verify compliance review (DATE) | | |
| Upload copy of subcontractor's E-Verify participation documentation (UPLOAD) | | |
| Is the subcontractor utilizing the I-9 employment verification system? (SELECTION options: Yes, No, N/A) | | |
| Notes regarding subcontractor's E-Verify status and compliance measures (TEXT) | | |
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| Contract Compliance (STEP) | | |
| Invoice Number (NUMBER) | | |
| Invoice Date (DATE) | | |
| Hours Billed (NUMBER) | | |
| Hourly Rate (NUMBER) | | |
| Total Amount Billed (NUMBER) | | |
| Payment Status (SELECTION options: Pending, Paid, Overdue) | | |
| Payment Due Date (DATE) | | |
| Notes on Contract Adherence (TEXT) | | |
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| Record Keeping & Documentation (STEP) | | |
| Record Creation Date (DATE) | | |
| Summary of Compliance Review Findings (TEXT) | | |
| Copy of Subcontractor's Insurance Certificate (UPLOAD) | | |
| Copy of Subcontractor's License/Permit (UPLOAD) | | |
| Number of Safety Training Hours Completed (Subcontractor) (NUMBER) | | |
| Documentation Status (SELECTION options: Complete, Incomplete, Review Pending) | | |
| Date of Last Record Review (DATE) | | |
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| Incident Reporting & Investigation (STEP) | | |
| Date of Incident (DATE) | | |
| Time of Incident (DATE) | | |
| Detailed Description of Incident (TEXT) | | |
| Type of Incident (e.g., Injury, Near Miss, Property Damage) (SELECTION options: Injury, Near Miss, Property Damage, Equipment Failure, Environmental Release) | | |
| Contributing Factors (Select all that apply) (SELECTION options: Lack of Training, Equipment Failure, Environmental Conditions, Communication Breakdown, Procedural Error) | | |
| Number of Employees Involved (NUMBER) | | |
| Attach Photos/Videos (if applicable) (UPLOAD) | | |
| Corrective Actions Taken (TEXT) | | |
| Investigator Signature (SIGNATURE) | | |
