Course outline
Build your prequalification packet
A prequalification packet is what a general contractor reviews before adding you to their bid list: a statement about your company, plus your W-9 and certificate of insurance (and your EMR letter, if you like), sent with a short cover email. Build it once, keep it current, and send it before anyone asks.
After this lesson you can
- Know what goes in a prequalification packet and what GCs check on each piece
- Build a statement that answers a GC's questions before they ask
- Keep the packet current so you stay on the lists
Before a GC invites you to bid, someone in their office checks that you're real, insured and safe. A good packet answers all of it in one email. Here's a complete one:
A complete sample packet
SampleFrom Brightmark Flooring, a made-up flooring sub in the Atlanta area. Pick a document to see it and what a GC checks on it.
In the packet
Comes later: your safety program, licenses and financial statements, usually when you sign a subcontract. A few GCs ask for them up front.
Prequalification statement
You write it
(404) 555-0142 · brightmarkflooring.com
Woman-Owned (WBE) · Small Business1
1. Company
- Legal name2
- Brightmark Flooring, LLC
- Office address
- 1450 Halcourt Industrial Way, Suite 120, Marietta, GA 30062
- Main phone
- (404) 555-0142
- Website
- brightmarkflooring.com
- Entity / state
- LLC — Georgia
- Year established
- 2018
- Federal Tax ID (EIN)3
- Provided on our W9 — attached
- Union status
- Open shop
- Licenses
- GA Business license, Cobb County BL-2018-04412
2. Key contacts
- Owner / President
- Lauren Pryce · lauren@brightmarkflooring.com · (404) 555-0143
- Estimating
- Marcus Reyes · estimating@brightmarkflooring.com · (404) 555-0144
- Safety
- Ray Castillo · safety@brightmarkflooring.com · (404) 555-0145
- Accounts receivable
- Priya Shah · ar@brightmarkflooring.com · (404) 555-0146
3. Trade scope
- Scopes of work4
- 03 35 43: Polished Concrete Finishing03 54 16: Hydraulic Cement Underlayment09 05 61: Flooring Preparation and Moisture Mitigation09 65 13: Resilient Base and Accessories09 65 16: Resilient Sheet Flooring09 65 19: Resilient Tile Flooring (LVT, VCT)09 67 23: Resinous Flooring09 68 13: Tile Carpeting09 68 16: Sheet Carpeting
- Service area
- Metro Atlanta and North Georgia; projects in Alabama, Tennessee and South Carolina by arrangement
- Notable clients
- Harlow & Pike Construction · Ashby Rowe Builders · Calder Mills Construction
- Largest project completed
- $412,000
4. Safety
- Current EMR5
- 0.84 (2026)
- EMR history
- 2026: 0.84 · 2025: 0.88 · 2024: 0.91
- OSHA training
- OSHA 30 for supervisors; OSHA 10 for all field staff
- TRIR / DART
- TRIR 0.00 · DART 0.00
- Written safety program
- Yes — available upon request
- Safety officer
- Ray Castillo, Field Superintendent (OSHA 30)
- Drug-free workplace / E-Verify
- Yes / Yes
- OSHA citations (3 yr)
- No
5. Insurance & compliance
- General liability6
- $1,000,000 each occurrence / $2,000,000 aggregate
- Auto liability
- $1,000,000
- Umbrella / excess
- $2,000,000
- Workers' compensation
- $1,000,000
- Carrier
- Tallowood Mutual Insurance Company
- Additional insured / waiver of subrogation
- Yes / Yes — provided per project on request
- Certificate of insurance
- Available upon request
6. Bonding & financial
- Surety
- Ironbark Surety Company
- Bonding capacity
- $1,000,000 single · $2,000,000 aggregate
- Annual revenue
- 2023: $2,480,000 · 2024: $2,960,000 · 2025: $3,420,000
- Bank reference
- Provided on request
7. Project references
- Medical office building, three floors: LVT, sheet vinyl and carpet tile (2025)7
- Harlow & Pike Construction · Erin Walsh, Project Manager · (770) 555-0118 · $412,000
- Distribution center offices and breakroom: polished concrete and resinous (2024)
- Calder Mills Construction · Jordan Pace, Superintendent · (678) 555-0131 · $268,000
- Charter school renovation: VCT, rubber base and moisture mitigation (2024)
- Ashby Rowe Builders · Sam Okoro, Senior Estimator · (470) 555-0127 · $186,000
8. Additional information
We self-perform every scope with our own W-2 crews: four install crews, plus moisture testing and floor prep in house. Two projects can run at once at full crew.
Sample made with IntelBid Learn. Brightmark Flooring is a fictional company.
What a GC checks
Pick one to find it on the document.
Keep it current
A packet that was right last year can quietly take you off a list. Put these on the calendar:
| Document | Update it |
|---|---|
| Certificate of insurance | At every policy renewal |
| EMR letter, if you send one | Every year, when the new rate takes effect (usually with the workers' comp renewal) |
| W-9 | Once a year, or whenever your name, address or tax status changes |
| Statement | After each job worth listing as a reference, and whenever anything above changes |
More detail: bonds, insurance and prequalification.
Key points
- The packet is your statement, W-9 and certificate of insurance, sent with a short cover email. An EMR letter is optional.
- Use your exact legal name everywhere, and point to the W-9 instead of printing your EIN.
- Safety program, licenses and financial statements usually come later, at contract.
- Renew on a schedule: a lapsed certificate quietly takes you off lists.
Build the packet once, attach it everywhere
On Pre-Qual, Fill this in for me suggests your company info from your own bids (clients, service area, largest job, scopes, references) and reads the numbers off your certificate of insurance, W-9, EMR letter or bonding letter. You review every suggestion before anything is saved. Generate turns it into a statement PDF on your own letterhead, and every document in the packet is attached to each prequalification email you send.