CSV
Subcontractor Onboarding Checklist
Everything to have on file before a subcontractor sets foot on your job.
Free, no email required. The file is built in your browser, so nothing you enter into it reaches us.
What is inside
- Identity, right to work and business details
- Insurance and qualification evidence with expiry dates
- Rates, payment terms and invoicing requirements
- CIS and employment status considerations
- Standards, snagging responsibility and site rules
Preview
Item,Collected,Expiry date,Notes Full name and trading name,,, Business address and contact,,, UTR or company number,,, VAT registration status,,, Right to work evidence,,, Public liability insurance certificate,,,Check the limit is adequate for your jobs Employers liability if they have staff,,, Trade qualifications or scheme registration,,, Relevant cards or competency evidence,,, Agreed rate and basis (day/price work),,, Payment terms agreed in writing,,, Invoicing requirements explained,,, CIS status verified where applicable,,,Construction Industry Scheme deductions may apply Employment status considered,,,Take advice - status is decided by the working reality not the label Standards and snagging responsibility agreed,,, Who supplies materials agreed,,, Site rules and working hours,,, Health and safety induction given,,, Emergency contact,,,