WHO YOU ARE VETTING Company name Trade Date vetted For your records only. Nothing scores off this one.

INSURANCE General liability expires Off the certificate, not off what they told you on the phone. GL limit per occurrence Full points at $1M. Most general contractors and most commercial owners will not accept less. Workers comp certificate If they have even one helper, exempt is the wrong answer and it becomes your problem. You are named additional insured Certificate came from the insurer A PDF the sub forwards you can be edited in about thirty seconds. One from the agent cannot.

LICENCE Licence number on file Checked on the state board site Ninety seconds of work. It catches suspended licences the sub will not mention. Licence expires Years licensed in this trade Full points at five years. Years under the licence, not years in the trade.

REFERENCES References you asked for References you actually spoke to Spoke to. Not left a voicemail for. Of those, would hire them again The only reference question that matters. Ask it last, then stay quiet. At least one job like yours Similar size and similar scope. A great small job says little about your big one.

PRICING Their bid for this scope Your budget or the other bids Whatever you are honestly comparing against. Averaging the other bids works fine. Payment terms they accept (days) Bid is written and itemised A number in a text message is not a bid. It is the start of a change order.

PAST PERFORMANCE Jobs they have finished for you Never used them? Put 0. This whole section then scores a neutral 5 out of 10. Of those, finished on schedule Callbacks or warranty returns Anything you had to send them back for. Every 10% of jobs costs 3 points. Safety incidents in 12 months Recordable incidents. Two or more is a deal breaker on its own. Quality of their last job (1-10) Your honest read of the finished work. 7 is fine. 10 is rare.

WEIGHTS AND PASS MARK Weight — insurance Weight — licence Weight — references Weight — past performance Weight — pricing All five must total 100. The check row on the right turns red if they do not. Pass mark out of 100 70 is a sensible floor. The green shading on the score itself is fixed at 70, so if you move this, watch the margin row instead.

INSURANCE — 25 POINTS

Days until the GL policy expires—

Insurance rating (out of 10)—

Insurance points earned—

LICENCE — 20 POINTS

Days until the licence expires—

Licence rating (out of 10)—

Licence points earned—

REFERENCES — 20 POINTS

Reference calls that got answered—

References rating (out of 10)—

Reference points earned—

PRICING — 15 POINTS

Their bid vs your benchmark—

Pricing rating (out of 10)—

Pricing points earned—

PAST PERFORMANCE — 20 POINTS

Jobs finished on schedule—

Jobs that came back on you—

Past performance rating (out of 10)—

Past performance points earned—

THE VERDICT

SCORE OUT OF 100—

Verdict—

Points above your pass mark—

Deal breakers (any one stops the hire)—

Weakest area — fix this one first—

Weights off by (should be 0)—

Vetting Log

One row per subcontractor. Copy the five section points across from the SCORECARD tab.

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Subcontractor Vetting Scorecard

INSURANCE — 25 POINTS

LICENCE — 20 POINTS

REFERENCES — 20 POINTS

PRICING — 15 POINTS

PAST PERFORMANCE — 20 POINTS

THE VERDICT

Vetting Log

Want it as a spreadsheet you own?

Subcontractor Vetting Scorecard: the full workbook

Email me these results

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