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Contractor Prestart Readiness and Competence Review

Record evidence that the contractor’s organization, resources and work arrangements are ready for the defined start.

How to use this template

This Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.

The form prepares a separate brief; it does not fill the Word or Excel file.

Read product descriptions in your language. The Word and Excel template files are in English.

Selected page preview · DOCX

Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.

Learning

How to use this template

When you need it

Use this review before a contractor begins a defined work package, or after a material change in method, resources, or site conditions makes the previous readiness conclusion unreliable.

What it helps you decide

It turns scattered competence, resource, method, permit, and access evidence into a bounded readiness decision, allowing unresolved prerequisites to be addressed before they affect the planned work or its controls.

How to complete it

  1. Define Scope and planned start, then assess Organization and competence against the particular work package and actual contractual or jurisdictional requirements.
  2. Review Resources and work controls using submitted methods, inspection arrangements, permits, access evidence, plant readiness, material availability, and emergency arrangements for the package.
  3. Record Prestart actions and a bounded Readiness conclusion and limits, leaving Authorized decision incomplete until the responsible project role actually decides.

Who prepares and reviews it

A construction or package manager typically coordinates the review with safety, quality, engineering, and contractor representatives. Competence specialists assess relevant qualifications, while the project's designated authority decides whether the work may start.

A mistake to avoid

Declaring the contractor generally ready after checking paperwork alone can conceal missing task-specific access, competence, equipment, or release conditions at the workface.

Illustrative example

Illustrative example: a contractor plans deep excavation for a pump chamber. The review finds that the excavation method and supervision are evidenced, but utility isolation confirmation is missing. The readiness record identifies that condition, and the authorized manager withholds release of the affected excavation.

Explore the wider topic

Document contents

  • Scope and planned start
  • Organization and competence
  • Resources and work controls
  • Prestart actions
  • Readiness conclusion and limits
  • Authorized decision

Required inputs

  • Project name, location, company, document number and revision
  • Actual project scope, source records and responsible roles

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.

Prepare project brief