Subcontractor Compliance Checklist Scorer

Evaluate subcontractor compliance across four weighted categories: Licensing & Credentials, Insurance Coverage, Safety Record, and Documentation. Each item is scored and weighted to produce an overall compliance score with a risk rating.

1. Licensing & Credentials (Weight: 30%)

Valid contractor license on file?

License scope matches work type?

Business registration / entity in good standing?

2. Insurance Coverage (Weight: 35%)

General Liability insurance on file (COI)?

Workers' Compensation insurance on file?

Commercial Auto insurance (if applicable)?

GC listed as Additional Insured?

3. Safety Record (Weight: 20%)

Experience Modification Rate (EMR / e-mod)

Written safety program on file?

OSHA violations in past 3 years?

4. Documentation & Administration (Weight: 15%)

W-9 / tax form on file?

Signed subcontract agreement on file?

Lien waiver process established?

Fill out all fields and click Calculate.

Formula

Category Raw Score = Average of item scores within category (each item: 0, 5, or 10)

Weighted Score (0–100) = (Licensing × 0.30 + Insurance × 0.35 + Safety × 0.20 + Documentation × 0.15) × 10

Risk Thresholds:

Assumptions & References

References

Oklahoma Building Code Compliance for Contractors ANA › Trade Services Authority › National Contractor › Oklahoma Contractor Oklahoma Building Code Compliance for Contractors Building... Oklahoma Contractor Services: Frequently Asked Questions ANA › Trade Services Authority › National Contractor › Oklahoma Contractor Oklahoma Contractor Services: Frequently Asked Questions... Oklahoma Storm Damage Contractor Regulations and Consumer Protections ANA › Trade Services Authority › National Contractor › Oklahoma Contractor Oklahoma Storm Damage Contractor Regulations and Consumer...