POLICY: Subcontractor/Vendor Identification and Qualification

PURPOSE: To identify qualified subcontractors and vendors in locations where Carter & Carter plans to build.

RESPONSIBILITY: Estimator in Charge


  1. Develop preliminary bid list using Google Sheets. This should then be shared with the project team.
  2. Contact and plan visits with major subcontractors and vendors to personally evaluate qualifications. Visits should include, at a minimum, site work, concrete, masonry, steel, framing, drywall, mechanical, plumbing, and electrical. This procedure is optional but recommended.
  3. The preliminary bid list, prequalification, and subcontractor/vendor visits shall begin at least three to four weeks prior to the receipt of final documents and shall conclude approximately one week before receipt of documents so that a bid list can be finalized.

Project Template – Bid List


Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment