Subcontractor Onboarding Packet — Everything a New Sub Needs Before Day One

What's Included

• Sub pre-qualification form (experience, references, financial capacity, equipment)
• Insurance and license requirements checklist
• COI collection instructions (add GC as additional insured)
• W-9 collection and 1099 preparation instructions
• Site rules and conduct standards (cleanliness, parking, communication protocol)
• Safety orientation acknowledgment form
• Emergency contact and key personnel information
• Payment process overview (billing schedule, required documentation, net terms)
• Preferred communication protocols (daily reporting, change order process)
• New sub welcome letter template (sets professional tone from day one)

Who This Is For

GCs adding new trades to their sub network. Most contractors onboard new subs informally — a phone call and a handshake. This packet formalizes the relationship from day one: you get the right documents, the sub understands your standards, and you both start with clear expectations. Professional onboarding is also your first screening mechanism — subs who resist the process reveal themselves early.

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Frequently Asked Questions