Best practice for Contractor Prequalification

Contractor Prequalification aims to take the risk out of selecting a contractor to work for the client. This is achieved by following best practice procedures and protocols.


Contractors provide all pertinent information, documents and policies. In an online compliance system this can be done by scanning the documents via mobile device or scanner. The role of the Contractor remains to provide this information. Furthermore, it saves administration and paperwork for clients.


The documentation is then assessed and approved based on the type of work being completed. In an online compliance system the manager clicks approve or reject with the rest of the workflow and notification process automatically taken care of. The role of the client is to approve the information. Furthermore, this system saves time writing to and phoning contractors as the explanation for their approval or rejection has been automated.


Once approved, a Contracting Company can start inducting and prequalifying their inductees (the Clients subcontractors). Best practice details this gate should be present otherwise and subcontractors could be approved and start work without a prequalified parent company.


Once approved, an Individual Contractor can print or provide a valid compliance card proving all steps have been completed and they are ready to start work safely.


Alerts before permits and documentation expire are mandatory to maintain compliance. Alerts on the day of expiry or on the day of the job cause delays and increase the potential for risks. Unpermitted work is a potential risk for any worksite.


Probity clearly defines the roles of the contractor (supplier) and admin (approver). The process should not be for Contractors to both upload and approve their documentation and policies.


Contractors and Contracting Companies are happy with such a process as it tracks their own documentation for them, often at no cost to themselves. Following best practice of Contractor Prequalification ensures risks are minimised and regulatory requirements are met. Allow the Central Compliance system to provide you the system and support in order to do this.