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Accessing Subcontractor Prequalification Forms

Prequalification forms help you screen subcontractors, reduce project risk, and select reliable partners in your bidding process. Here’s how to quickly find, review, and download these forms from PlanHub.



Reviewing Prequalification Forms in PlanHub

Prequalification forms help you screen subcontractors, reduce project risk, and select reliable partners in your bidding process. Here’s how to quickly find, review, and download these forms from PlanHub.


Accessing Prequalification Forms via the Network Directory

Step 1: Go to the Network page from the main navigation.

Step 2: Click the Directory or the Connections tab.

Step 3: Find and click on the subcontractor's Company Name to open their profile.

Step 4: In the profile, scroll to the Business Profile section and select View Pre-Qualification.

Step 5: Review the prequalification form, which shows details like company info, licensing, certifications, project history, safety, insurance, and financials.

Step 6: To save a copy, click Download Pre-Qualification in the upper-right corner.


Reviewing Forms During Bid Evaluation

Step 1: On your "My Projects" page, click the project name you're reviewing.

Step 2: In the Project Overview, go to the Bids tab.

Step 3: Click the bidding company's name to open their profile.

Step 4: Select View Pre-Qualification to bring up the form.


By leveraging prequalification forms directly within your workflow, you can quickly validate subcontractors, reduce risk, and move forward with greater confidence—helping you choose the right partners and win better projects.

 

Troubleshooting: