Templates
Vendor Management
Subcontractor Documentation Checklist
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Subcontractor Documentation Checklist

1
Contact the subcontractor and request the necessary documents
2
Receive and review the subcontractor's insurance document
3
Approval: Insurance Document
4
Receive and review the subcontractor's license
5
Approval: License
6
Receive completed W-9 form
7
Track all received document in the tracking system
8
Verify the subcontractor's references
9
Approval: References
10
Receive proof of workers’ compensation insurance
11
Verify the subcontractor's capacity to deliver the project
12
Approval: Capacity Evaluation
13
Collect payment method details
14
Prepare a copy of the contract for the subcontractor's signature
15
Approval: Contract
16
Send contract to subcontractor and ask for a signed copy
17
Receive signed contract from subcontractor
18
Store all documents and signed contract
19
Send notification to the subcontractor about completed paperwork
20
Update the subcontractor list