Subcontractor Performance Evaluation

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

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Purpose

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

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When to Evaluate

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

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Evaluation Criteria

Performance Categories:

Category	Weight	Description
Quality	25%	Workmanship, defects, rework
Schedule	25%	On-time completion, delays
Safety	20%	Incidents, compliance, culture
Administration	15%	Paperwork, billing, waivers
Communication	15%	Responsiveness, coordination

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Rating Scale

Rating	Score	Description
Excellent	5	Exceeds expectations
Good	4	Meets all expectations
Satisfactory	3	Meets most expectations
Needs Improvement	2	Below expectations
Unsatisfactory	1	Unacceptable

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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

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Related Documents

• Prequalification Procedure
• Subcontract Agreement
• Approved Sub List

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