About this template
A Prequalification Questionnaire is essential for businesses, general contractors, and procurement teams looking to vet new vendors, subcontractors, and service partners before entering into agreements. This comprehensive form template collects vital organizational data, financial stability indicators, health and safety compliance records, and operational capabilities in one structured workflow.
By deploying this questionnaire via Doc2Form, organizations can standardize their vetting process, minimize the risk of onboarding unstable or non-compliant partners, and maintain a clear paper trail for audits and governance. The template covers everything from basic corporate identification and insurance verification to quality assurance policies, environmental procedures, and trade breakdowns.
Streamlining your vetting process protects your projects from costly delays and liability issues. Whether you are scaling up your contractor network for a major initiative or running annual vendor reviews, this template provides a rigorous, repeatable framework to make confident partnership decisions.
Key features
- Standardize vendor and contractor vetting across all projects
- Collect complete corporate, financial, and insurance data securely
- Assess quality management, environmental, and safety policies
- Easily review company registrations, tax IDs, and trade breakdowns
- Accelerate procurement decisions with structured Google Forms responses
Use cases
General contractors vetting new trade subcontractors for major constr…
General contractors vetting new trade subcontractors for major construction projects
Procurement departments onboarding new manufacturing and supply chain…
Procurement departments onboarding new manufacturing and supply chain partners
Corporate real estate teams screening facility maintenance and servic…
Corporate real estate teams screening facility maintenance and service providers
Enterprise organizations conducting annual vendor compliance reviews
What this form collects
- Full Name (Short answer)Enter the name of the primary contact filling out this questionnaire.
- Phone Number (Short answer)Provide a direct phone number where we can reach you.
- Email Address (Short answer)Enter your professional business email.
- Organisation Name (Short answer)Enter the full registered legal name of your company.
- Website (Short answer)Provide your company website URL.
- Registered Office Address (Paragraph)Enter your company's official registered address.
- Operating Address (Paragraph)If different from your registered office, enter your primary operating address.
- Organisation Type (Dropdown)Select your company's legal structure.
- Company Registration Number (Short answer)Enter your official company registration or incorporation number.
- VAT Registration Number (Short answer)Provide your VAT number if applicable.
- Ultimate Parent Company Name (Short answer)If your company is a subsidiary, enter the name of the ultimate parent company.
- Audited Accounts (Paragraph)Please paste a link to your audited accounts for the last 2 years (Google Drive, Dropbox, etc.) or describe their availability.
- Insurance Policy Copies (Paragraph)Please paste a link to copies of your current Public Liability, Employer's Liability, and Professional Indemnity insurance policies.
- Number of Employees (Short answer)State your current total number of permanent and temporary staff.
- Quality Management Policy Status (Multiple choice)Do you hold a formal quality management certification (e.g., ISO 9001)?
- Environmental Policy Status (Multiple choice)Does your organization maintain an environmental management policy?
- Criminal or Civil Judgements (Multiple choice)Have there been any criminal convictions or significant civil judgements against your organization in the past 5 years?
- Criminal or Civil Judgement Details (Paragraph)If you answered yes above, please provide brief context and corrective actions taken.
- Declaration Name (Short answer)Enter the full name of the authorized representative making this declaration.
- Signature (Short answer)Type your full legal name to serve as confirmation that all information provided is accurate and truthful.
FAQ
What is the purpose of a prequalification questionnaire?
It helps organizations vet prospective suppliers, contractors, and partners by collecting critical financial, legal, operational, and safety information before awarding work.
How do I customize this template for my industry?
Once your template is generated in Google Forms, you can easily add, remove, or edit questions to match your exact compliance and regulatory requirements.
Can I collect file attachments like insurance certificates or audited accounts?
Yes. While Google Forms handles standard questions directly, file uploads or document links can be collected seamlessly by including text prompts for cloud storage links (Google Drive, Dropbox, etc.).
Who should fill out this questionnaire?
Typically, a senior company officer, estimator, or compliance manager from the prospective vendor or contractor organization completes the form.
How does Doc2Form help with this template?
Doc2Form instantly converts this structured blueprint into a ready-to-use Google Form, saving you hours of manual form building.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.