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Subcontractor Performance Evaluation

Document Type: Procedure
Version: 1.0
Last Updated: February 2026
Distribute To: Project Managers, Operations


Purpose

Establish a process for evaluating subcontractor performance to inform future selection decisions.


When to Evaluate

  • End of each project
  • Annually for ongoing relationships
  • After significant issues
  • Before re-qualifying

Evaluation Criteria

Performance Categories:

CategoryWeightDescription
Quality25%Workmanship, defects, rework
Schedule25%On-time completion, delays
Safety20%Incidents, compliance, culture
Administration15%Paperwork, billing, waivers
Communication15%Responsiveness, coordination

Rating Scale

RatingScoreDescription
Excellent5Exceeds expectations
Good4Meets all expectations
Satisfactory3Meets most expectations
Needs Improvement2Below expectations
Unsatisfactory1Unacceptable

Performance Evaluation Form

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SUBCONTRACTOR PERFORMANCE EVALUATION
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Subcontractor: ________________________________________________

Trade: ________________________________________________________

Project: ______________________________________________________

Contract Value: $______________________________________________

Evaluation Date: ______________________________________________

Evaluated By: _________________________________________________

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QUALITY (25%):
Workmanship quality: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Rework required: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Punch list items: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Specification compliance: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Quality Average: _____

SCHEDULE (25%):
Met scheduled dates: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Adequate manpower: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Schedule coordination: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Punch list completion: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Schedule Average: _____

SAFETY (20%):
Safety compliance: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Housekeeping: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Incident record: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Safety culture: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Safety Average: _____

ADMINISTRATION (15%):
Pay applications accuracy: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Lien waivers timely: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Submittals timely: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Documentation: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Administration Average: _____

COMMUNICATION (15%):
Responsiveness: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Coordination: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Problem resolution: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Professionalism: ☐ 5 ☐ 4 ☐ 3 ☐ 2 ☐ 1
Communication Average: _____

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WEIGHTED SCORE CALCULATION:

Quality: _____ × 0.25 = _____
Schedule: _____ × 0.25 = _____
Safety: _____ × 0.20 = _____
Administration: _____ × 0.15 = _____
Communication: _____ × 0.15 = _____

TOTAL WEIGHTED SCORE: _____

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COMMENTS:

Strengths:
___________________________________________________________
___________________________________________________________

Areas for Improvement:
___________________________________________________________
___________________________________________________________

Issues/Concerns:
___________________________________________________________
___________________________________________________________

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RECOMMENDATION:

☐ Highly Recommended (4.0+)
☐ Recommended (3.0-3.9)
☐ Use with Caution (2.0-2.9)
☐ Do Not Use (under 2.0)

Would use again? ☐ Yes ☐ Conditional ☐ No

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Evaluator Signature: _____________________ Date: _____________

Reviewed By: ____________________________ Date: _____________

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Using Evaluations

Approved Subcontractor List:

  • 4.0+ = Preferred
  • 3.0-3.9 = Approved
  • 2.0-2.9 = Conditional (improvement required)
  • Below 2.0 = Remove from list

Feedback to Subcontractor:

  • Share positive feedback
  • Discuss improvement areas
  • Set expectations for future

  • Prequalification Procedure
  • Subcontract Agreement
  • Approved Sub List

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