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Template · Contractor pre-qualification

EMR history, insurance certificates, citation history, and references. Permit-gate refuses issuance if the contractor is not Green.

6 min read · 3 sections

What it looks like

Contractor record — EMR trend + insurance expiries

Permit-eligibility gate — Green / Amber / Red

Sample records (pre-seeded)

ContractorEMRGL insuranceWC insuranceRatingState
Acme Rigging0.82valid to 2026-01-31valid to 2025-09-30GreenActive
Blue Mesa Electrical1.04valid to 2025-06-15valid to 2025-06-15AmberReview
Ridge Piping Co1.21EXPIREDvalid to 2026-02-01RedBlocked
Harbor Mechanical0.75valid to 2026-04-01valid to 2026-04-01GreenActive

Typical configuration

  • Guard: rating Red blocks permit issuance; Amber requires supervisor override with justification.
  • Capability: insurance-expiry-aware — 30-day warning + 0-day hard-stop on permit issuance.
  • Effect: EMR above tenant threshold flags the record and notifies Procurement + Safety.
  • Integration: referenced by hot-work, confined-space, and LOTO permit templates at issuance time.
Tags: contractors · pre-qual · template