Subcontractor Evaluation Form for the United Kingdom

Subcontractor Evaluation Form Template for England and Wales

A standardized document used in England and Wales for evaluating the performance, compliance, and capabilities of subcontractors. The form encompasses various assessment criteria including quality of work, safety compliance, timeliness, and regulatory adherence. It serves as a formal record of subcontractor performance and helps inform future procurement decisions while ensuring compliance with UK construction and safety regulations.

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What is a Subcontractor Evaluation Form?

The Subcontractor Evaluation Form is a critical document used to systematically assess and document the performance of subcontractors in England and Wales. It enables organizations to maintain quality standards, ensure regulatory compliance, and make informed decisions about future collaborations. The form typically includes assessments of work quality, safety practices, timeline adherence, and regulatory compliance. It's particularly valuable for maintaining records for audit purposes and supporting procurement decisions. The document should be completed regularly during and after project completion, ensuring alignment with UK construction industry standards and legal requirements.

What sections should be included in a Subcontractor Evaluation Form?

1. Subcontractor Information: Basic details including company name, registration number, contact information, and key personnel

2. Project Details: Information about specific project(s) being evaluated including dates, scope, and value

3. Performance Metrics: Core evaluation criteria including quality of work, timeliness, safety compliance, and workforce management

4. Compliance Assessment: Evaluation of regulatory and contractual compliance, including health and safety records

5. Overall Rating: Final scoring, recommendation, and summary of evaluation findings

What sections are optional to include in a Subcontractor Evaluation Form?

1. Financial Assessment: Review of financial stability, payment history, and financial compliance for high-value or long-term contracts

2. Environmental Performance: Assessment of environmental management practices and compliance with environmental regulations

3. Innovation and Value Addition: Evaluation of additional value brought to projects, innovative solutions, and continuous improvement initiatives

What schedules should be included in a Subcontractor Evaluation Form?

1. Schedule A - Performance Data: Detailed metrics and KPIs from specific projects, including quantitative performance indicators

2. Schedule B - Incident Reports: Summary of any safety incidents, quality issues, or non-compliance events

3. Schedule C - Certification Evidence: Copies of relevant certifications, qualifications, and accreditations

4. Schedule D - Client Feedback: Compilation of feedback from project stakeholders and client representatives

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Cost

Free to use

Relevant legal definitions

Clauses

Relevant Industries

Banking and Financial Services
International Trade
Construction
Manufacturing
Energy

Relevant Teams

Finance
Treasury
Legal
Risk Management
Commercial

Relevant Roles

Chief Financial Officer
Treasury Manager
Finance Director
Risk Manager
Commercial Director

Industries

UK GDPR and Data Protection Act 2018: Key data protection legislation governing how personal information about subcontractors must be collected, processed, stored and protected

Construction Industry Scheme (CIS): Tax regulations specific to the construction industry that set rules for payments to subcontractors

IR35 Legislation: Off-payroll working rules that determine employment status for tax purposes and prevent disguised employment

Agency Workers Regulations 2010: Legislation ensuring equal treatment of agency workers, which may apply to some subcontractor arrangements

Equality Act 2010: Legislation preventing discrimination in evaluation criteria and ensuring fair treatment of subcontractors

Health and Safety at Work Act 1974: Primary legislation governing workplace safety and health requirements that subcontractors must comply with

Construction (Design and Management) Regulations 2015: Specific regulations for construction projects defining roles, responsibilities and safety requirements

Management of Health and Safety at Work Regulations 1999: Regulations requiring risk assessments and safety management systems

Supply of Goods and Services Act 1982: Legislation governing contracts for the supply of goods and services, including quality standards

Late Payment of Commercial Debts Act 1998: Legislation concerning payment terms and interest on late payments to subcontractors

Building Safety Act 2022: Recent legislation improving building safety standards and regulations in construction

Construction Act 1996: Housing Grants, Construction and Regeneration Act governing construction contracts and payment practices

Environmental Protection Act 1990: Legislation controlling pollution and environmental impact of construction activities

Environment Act 2021: Updated environmental legislation including new requirements for construction and development

Modern Slavery Act 2015: Legislation requiring larger companies to ensure their supply chains (including subcontractors) are free from modern slavery and human trafficking

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What is a Subcontractor Evaluation Form?

What sections should be included in a Subcontractor Evaluation Form?

What sections are optional to include in a Subcontractor Evaluation Form?

What schedules should be included in a Subcontractor Evaluation Form?

Authors

Alex Denne

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