📍 When to use this template
- Pre-tender qualification of bidders.
- Approval of new vendors / subcontractors during project.
- Periodic review of approved vendor list.
- Government / multilateral funded projects (mandatory).
Sections & fields
Preview of the template structure. Download Excel to fill on site.
1Vendor Identity6 fields
Company Name + Registration
_____________
Year of Incorporation
_____________
Registered Office Address
_____________
Branches / Sites
_____________
Key Personnel + Designations
_____________
2Financial Standing6 fields
Annual Turnover (Last 3 Years)
_____________
Profit / Loss (Last 3 Years)
_____________
Banker References
_____________
Auditor Reports (Available?)
_____________
Statutory Returns Filing Status
_____________
3Technical Capability7 fields
Type of Work / Materials Supplied
_____________
Manufacturing / Site Facilities
_____________
Equipment Inventory
_____________
Quality Certifications (ISO 9001 / 14001 / 45001)
_____________
BIS / IS Approvals + Certifications
_____________
Specialised Capabilities
_____________
Skilled Workforce (Numbers + Trades)
_____________
4Project Experience5 fields
Major Projects Executed (Last 5 Years)
_____________
Similar Project Experience (Direct Match)
_____________
Largest Single Order Value Executed
_____________
Reference Customer Contact Details
_____________
Performance Certificates Available
_____________
5Statutory Compliance6 fields
EPF + ESI Registration
_____________
BOCW Registration (if applicable)
_____________
Labour License Status
_____________
ISO Certifications Validity
_____________
Insurance + BG History
_____________
Legal Cases (Pending / Disposed)
_____________
6Past Performance5 fields
Quality Score from Past Projects
_____________
Schedule Performance
_____________
Safety Record
_____________
Issues / Disputes / Penalties
_____________
Black-list Status (Any Authority)
_____________
7Qualification Decision5 fields
Qualified (Y/N)
_____________
Risk Rating (Low / Medium / High)
_____________
Recommended Contract Value Cap
_____________
Validity Period
_____________
Approver + Date
_____________
💡 Sample filled excerpt
Vendor: ABC Constructions Pvt Ltd. Turnover ₹85 cr (FY24-25, avg ₹70 cr over 3 yrs). 14 yrs experience, ISO 9001 + 14001 certified. Largest single order: ₹35 cr. EPF + ESI + BOCW all in order. Performance: 3 reference contacts confirm satisfactory work. Decision: Qualified for orders up to ₹50 cr. Validity 2 years.
⚖ Compliance notes
- Government projects (GFR 2017 + CVC guidelines) require vendor pre-qualification per defined criteria.
- Per ISO 9001:2015, supplier evaluation is part of quality management system.
- Black-listing by any authority (CPWD / Railways / state PWD) disqualifies under most contracts.
- Multi-tier vendor qualification (Tier 1, 2, 3) common — based on order value + complexity.
- Periodic re-qualification (annual / bi-annual) for retained vendors.