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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)
| Contractor | EMR | GL insurance | WC insurance | Rating | State |
|---|---|---|---|---|---|
| Acme Rigging | 0.82 | valid to 2026-01-31 | valid to 2025-09-30 | Green | Active |
| Blue Mesa Electrical | 1.04 | valid to 2025-06-15 | valid to 2025-06-15 | Amber | Review |
| Ridge Piping Co | 1.21 | EXPIRED | valid to 2026-02-01 | Red | Blocked |
| Harbor Mechanical | 0.75 | valid to 2026-04-01 | valid to 2026-04-01 | Green | Active |
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.