TEMPLATES

Practical starting points you can adapt

Every construction company, contract, and jurisdiction is different. Use these templates as working drafts—not final approval standards.

01Printable

TRACKER

COI Tracking Spreadsheet Template

Track evidence periods, administrative status, reviewer decisions, owners, and follow-up dates without treating receipt as approval.

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02Printable

PACKET

Subcontractor Onboarding Packet Template

Coordinate contacts, commercial setup, document requests, safety steps, logistics, and the mobilization handoff.

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03Printable

MATRIX

Subcontractor Compliance Matrix Template

Map requirements to sources, applicability, evidence, reviewers, decisions, renewal triggers, and next actions.

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04Printable

MOBILIZATION

Project Ready-to-Work Checklist

Confirm contract, accounting, insurance, licensing, safety, orientation, and field coordination before mobilization.

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05Printable

QUESTIONNAIRE

Subcontractor Prequalification Checklist Template

A printable starting point for company, capacity, safety, insurance, licensing, reference, and review questions.

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06Interactive

CHECKLIST

New Subcontractor Onboarding Checklist

A role-based outline for collecting documents and completing internal review before mobilization.

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