About the PC Pre-Qualification Info Form
Use this form to enter pre-qualification information for a subcontractor.
This questionnaire-like form contains a combination of questions and informational data that allow you to evaluate prospective subcontractors and determine whether they meet the qualifications needed to perform specific construction services.
To acquire the information that goes into this form, you can print the PC Pre-Qualification Report in 'Blank Form' format, have the subcontractor fill out the questionnaire, and then use the completed report to fill out the information in this form. Once this form is complete, you can run the PC Pre-Qualification Report again, but this time in 'Report' format, to review of the subcontractor's information.
When you are ready to select a subcontractor to perform a job or scope of work, you can use the PC Subcontractor Selection report to filter subcontractors for review based on vendor group, region of work, scope of work, and/or project type.
Each tab on this form represents different areas of information that may be required for qualification. You will only need to fill out the information that you require when determining a subcontractor’s qualifications. The form tabs are listed below, along with a brief description of the type of information entered on the tab.
Tab Name | Type of Information Requested |
|---|---|
Info | Information about the organization, including company name, phone, payment and purchase address, vendor type, etc. If the prospective subcontractor is an AP vendor, the information on this tab can only be modified using AP Vendors . You can open AP Vendors from this form by pressing F5 in the Vendor field. |
Add'l Info | Additional information related to the organization (e.g. organization type, incorporation country/state, parent organization, etc.). This tab also contains a checkbox to indicate whether the subcontractor is qualified. You will check this box once you have evaluated the subcontractor and determined that they meet all the required qualifications |
Headcount | Total number of employees in management positions, as well as number of trades people. Also includes 2-year turnover info (i.e. the number of owners, managers, and project managers or superintendents that have left or joined the company. |
Technology | Information about the accounting/job cost, project management, project scheduling, and document management systems in use by the company. Information for each system includes vendor information, when the system was installed, and the operating system and database in use. |
Safety | Safety information about the corporation, including what kind of safety programs/policies are in place, who is the highest-ranking safety executive, and do they have substance abuse screening. |
OSHA* | Information related to OSHA, defined by year, including staffing and trade hours, total restricted/lost days due to accidents and injuries, injury rate, fatalities, violations, etc. |
Quality | Name of the highest-ranking quality executive in the organization, as well as what quality programs and policies are in place. |
Projects | Largest project to date, largest project for the current year and prior year, and preferred project size ranking. |
Insurance | Information about the company’s insurance agency/broker, workers comp and employers liability (including current and maximum allowable amounts/limits for accidents and diseases), and professional liability insurance. |
Liability | Information related to Commercial General Liability, Excess Liability, and Auto Liability, including carrier, policy info, and current/maximum amounts for each. |
Financial | Financial and banking information, including D&B number and rating, revenue year and amount, net income and equity, expected volume and number of projects, and line of credit info. Also includes a liquidated damages indicator. |
CPA | Information about the company’s CPA firm (e.g. name, contact, address, etc.). |
Bonding | Information related to the company’s Surety company (name, contact, address, bonding capacity, last bond date and amount, etc.). |
Ownership | Information about each of the company’s owners (e.g. their name, role, and what percent of the company they own). |
Contacts | Company contact information, including the contact name and title, years with company, and phone/cell/email address info. |
States | Information about each of the countries/state with which the company does business; includes license info, sales tax and unemployment information numbers. |
Scope | Information about the scopes of work the company performs; includes phase and scope codes, whether self-performed, and the percent of the company’s work previously done and/or scheduled to be done in the specified scope. Scope codes are created and maintained in PC Scope Codes . Phases are created and maintained using JC Phases. |
Regions* | List of regions in which the company performs work, as well as what percent of the company’s work has been done and/or is scheduled for the specified region. |
Project Types | Types of projects the company does, as well as what percent of the company’s work has been done and/or is scheduled for the specified project type. Project type codes are created and maintained in PC Project Types |
Unions | List of the unions to which the company is associated, as well as the local number, name, and expiration date for each. |
References | List of company references; includes reference type, contact, company name and address, phone, fax, and email address. |
Legal | Legal information about the company; information includes (but is not limited to) whether company or its principles have ever filed bankruptcy, have ever been indicted or convicted of a felony, have ever been suspended or disbarred, have been investigated for or charged with labor law violations, and so forth. |
Certificates* | List of minority certificates held by the company, along with the issuing agencies. |
Click the Qualify button once you have completed the evaluation process and determined that a vendor meets the required qualifications. This will check the Qualified box on the Additional Info tab and activate the vendor in AP Vendors. Once the vendor is activated, the fields on the Info tab of this form are disabled and can only be changed using the AP Vendors form.
Click the Disqualify button to disqualify a vendor. This will clear the Qualified check box on the Additional Information tab, but it will not change vendor record in the AP module.
VA Form
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AP Vendors
