General Qualifications
2. Provide your current insurance certificate. Do you carry general liability, workers' compensation, and commercial auto? What are the policy limits, and can you name us as additional insured?
3. How many years have you been in business specifically performing your trade on commercial projects, not residential?
4. What is the smallest and largest project you're willing to take on (by dollar value)? Do you have a maximum number of concurrent projects you can handle without affecting quality or schedule?
5. What is your typical service radius? Are you willing and able to mobilize for projects outside that radius, and how do you charge for travel/mobilization?
6. What percentage of your work is performed by your direct W-2 employees versus subcontracted labor? When do you subcontract, and how do you vet those partners?
7. What is your EMR (Experience Modification Rate) for the last three years? Can you provide your OSHA 300 logs? Do you have a written safety manual and dedicated safety officer?
8. Provide at least three commercial client references from the past 24 months, including project descriptions, contract values, and a point of contact we can call.
9. Without sharing sensitive details, can you confirm you have the working capital or line of credit to fund 30–60 days of materials and labor before receiving our standard payment? May we request a bank reference or vendor credit references?
10. What is your single-project and aggregate bonding capacity, if any? Are you able to secure payment and performance bonds when required?
11. What is your standard workmanship warranty period, and what is specifically excluded? Walk us through exactly what happens when a callback or warranty claim is made after project completion.
12. Do you own the major equipment needed for your trade, or do you rely heavily on rentals? How do you handle material procurement—do you have established supplier relationships with guaranteed pricing windows?
13. Describe your process for identifying, documenting, pricing, and getting approval for change orders mid-project. How do you handle a disagreement if we can't agree on a change order cost?
14. Who will be our single point of contact day-to-day? What tools or software do you use for scheduling, documentation, and daily reporting (if any)?
15. What are your standard payment terms? Have you ever filed a mechanics lien or payment bond claim, and if so, what was the outcome?