Knowella

Contractor Prequalification Questionnaire

Collects a contractor's safety, insurance, training and performance information before they are approved. Sent before any work is awarded. Completed by the contractor and scored by the contract owner. Sets the tier that determines how closely they are managed.

KnowContractorAssessmentCON-001Pinned in navigation
Completed by
the contractor and scored by the contract owner
Raised
When the task, area or population being assessed is new or

Summary

In short

  • A contractor prequalification questionnaire is an assessment used in KnowContractor that collects a contractor's safety, insurance, training and performance information before they are approved. It is built against ISO 45001 cl.8.1.4 and forms part of the Contractor Onboarding and Management programme.
  • Sent before any work is awarded. Completed by the contractor and scored by the contract owner.
  • The template holds 68 fields across 7 sections.
  • Scoring is weighted percent, tier, where high is good.
  • ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
  • It connects to the rest of the library: links Vendor.

What it is

What it is

What is a contractor prequalification questionnaire?

A contractor prequalification questionnaire is an assessment used in KnowContractor that collects a contractor's safety, insurance, training and performance information before they are approved. It is built against ISO 45001 cl.8.1.4 and forms part of the Contractor Onboarding and Management programme.

When is a contractor prequalification questionnaire completed?

A contractor prequalification questionnaire is completed when the task, area or population being assessed is new or has materially changed. Sent before any work is awarded.

When to use it

When to use it, and when not to

This assessment is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.

Use it for

  • The event or activity this assessment covers has occurred, or is about to
  • A new record is needed; each one gets its own ID in the form PREQ-2026-000
  • You are running the Contractor Onboarding and Management programme and this is one of its steps
  • A linked record needs this one to exist: links vendor

Not for

  • Contractor Safety Statistics Review, which reviews a contractor's injury rates, citations and experience modifier over recent years.
  • Contractor Risk Classification, which classifies a contractor by the risk of the work they do, from low risk services to high risk construction.
  • Contractor Approval Record, which records the decision to approve a contractor to work on site.
  • Anything outside KnowContractor, which belongs in the workspace that owns that process

Standards

What it is built against

ISO 45001Occupational health and safety management systems

The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.

ISOInternational Organization for Standardization

A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.

FAQ

Frequently asked questions

What is the contractor prequalification questionnaire template based on?+

It is built against ISO 45001 cl.8.1.4. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.

What sections does the contractor prequalification questionnaire contain?+

There are 7 sections: header, company details, safety management, people, equipment and high risk work, food site specific, result. Together they hold 68 fields, 51 of which are required.

How often is a contractor prequalification questionnaire raised?+

A new record is raised when the task, area or population being assessed is new or has materially changed. Each one is given an ID in the form PREQ-2026-000, so it can be traced and referenced from other records.

Which programme does the contractor prequalification questionnaire belong to?+

It is part of Contractor Onboarding and Management. Nobody through the gate without evidence, and performance that feeds the next award.

How is a contractor prequalification questionnaire scored?+

Scoring is weighted percent, tier. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.

Can the contractor prequalification questionnaire template be changed?+

Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.

The agents

What the agents do with it

The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.

KnowContractor

Holds the contractor prequalification questionnaire library against your registers, routes each record to its owner, and keeps the evidence trail together.

Ella

Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.

This template lives in KnowContractorcontractor management. Prequalification, approval, induction, permits and performance.

Sources

Sources

  • ISO 45001 — Occupational health and safety management systems
  • ISO — International Organization for Standardization

KnowContractor

Also in Prequalification

6Browse the whole library
Review

Contractor Safety Statistics Review

Reviews a contractor's injury rates, citations and experience modifier over recent years. Run at prequalification and yearly. Carried out by the contract owner. Trend matters more than a single year's numbers.

Assessment

Contractor Risk Classification

Classifies a contractor by the risk of the work they do, from low risk services to high risk construction. Set at prequalification and reviewed on scope change. Carried out by the contract owner. Drives induction depth, audit frequency and supervision level.

Record

Contractor Approval Record

Records the decision to approve a contractor to work on site. Completed once prequalification passes. Approved by the contract owner with safety. No approval means no site access, which this record enforces.

Review

Contractor Safety Program Review

Reviews the contractor's own written safety programme against your requirements. Run at prequalification and yearly. Carried out by safety. Checks whether their programme is real or a template downloaded for tender purposes.

Record

Subcontractor Declaration

Records any subcontractors a contractor intends to use. Completed before work starts and updated if it changes. Provided by the contractor. Undeclared subcontractors are how unvetted people end up on your site.

Record

Prequalification Renewal Record

Renews a contractor's prequalification before it expires. Run yearly or to your renewal cycle. Managed by procurement. Lapsed prequalification suspends site access until it is resolved.

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