Skill368 repo starsupdated 9d ago

subcontractor-prequalification

This Claude Code skill evaluates subcontractor qualifications for construction projects by scoring applications against weighted criteria including safety records, financial stability, experience, references, capacity, and insurance/bonding. Use it during the vendor selection phase to systematically assess and compare potential subcontractors before awarding contracts, ensuring projects work with qualified, reliable partners while reducing risk exposure.

View source Repository: DDC_Skills_for_AI_Agents_in_Construction

Install in Claude Code

Copy

git clone --depth 1 https://github.com/datadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction /tmp/subcontractor-prequalification && cp -r /tmp/subcontractor-prequalification/1_DDC_Toolkit/Procurement/subcontractor-prequalification ~/.claude/skills/subcontractor-prequalification

Then start a new Claude Code session; the skill loads automatically.

Definition

SKILL.md

# Subcontractor Prequalification

## Technical Implementation

```python
import pandas as pd
from datetime import date
from typing import Dict, Any, List
from dataclasses import dataclass, field
from enum import Enum


class QualificationStatus(Enum):
    PENDING = "pending"
    QUALIFIED = "qualified"
    CONDITIONALLY_QUALIFIED = "conditionally_qualified"
    NOT_QUALIFIED = "not_qualified"


@dataclass
class PrequalificationCriteria:
    name: str
    weight: float
    min_score: int
    max_score: int = 10


@dataclass
class SubcontractorApplication:
    app_id: str
    company_name: str
    trade: str
    contact_email: str
    years_in_business: int
    annual_revenue: float
    bonding_capacity: float
    emr_rate: float  # Experience Modification Rate
    status: QualificationStatus
    scores: Dict[str, int] = field(default_factory=dict)
    documents_received: List[str] = field(default_factory=list)
    notes: str = ""

    @property
    def total_score(self) -> float:
        return sum(self.scores.values())


class SubcontractorPrequalification:
    def __init__(self, project_name: str):
        self.project_name = project_name
        self.applications: Dict[str, SubcontractorApplication] = {}
        self.criteria = self._default_criteria()
        self._counter = 0

    def _default_criteria(self) -> List[PrequalificationCriteria]:
        return [
            PrequalificationCriteria("Safety Record", 0.25, 6),
            PrequalificationCriteria("Financial Stability", 0.20, 5),
            PrequalificationCriteria("Experience", 0.20, 6),
            PrequalificationCriteria("References", 0.15, 5),
            PrequalificationCriteria("Capacity", 0.10, 5),
            PrequalificationCriteria("Insurance/Bonding", 0.10, 7)
        ]

    def add_application(self, company_name: str, trade: str, contact_email: str,
                       years_in_business: int, annual_revenue: float,
                       bonding_capacity: float, emr_rate: float) -> SubcontractorApplication:
        self._counter += 1
        app_id = f"PQ-{self._counter:03d}"

        app = SubcontractorApplication(
            app_id=app_id,
            company_name=company_name,
            trade=trade,
            contact_email=contact_email,
            years_in_business=years_in_business,
            annual_revenue=annual_revenue,
            bonding_capacity=bonding_capacity,
            emr_rate=emr_rate,
            status=QualificationStatus.PENDING
        )
        self.applications[app_id] = app
        return app

    def score_application(self, app_id: str, scores: Dict[str, int]):
        if app_id not in self.applications:
            return
        app = self.applications[app_id]
        app.scores = scores
        self._evaluate_qualification(app)

    def _evaluate_qualification(self, app: SubcontractorApplication):
        passed = True
        for criteria in self.criteria:
            score = app.scores.get(criteria.name, 0)
            if score < criteria.min_score:
                passed = False
                break

        if passed and app.total_score >= 60:
            app.status = QualificationStatus.QUALIFIED
        elif app.total_score >= 50:
            app.status = QualificationStatus.CONDITIONALLY_QUALIFIED
        else:
            app.status = QualificationStatus.NOT_QUALIFIED

    def get_qualified(self, trade: str = None) -> List[SubcontractorApplication]:
        qualified = [a for a in self.applications.values()
                    if a.status in [QualificationStatus.QUALIFIED,
                                   QualificationStatus.CONDITIONALLY_QUALIFIED]]
        if trade:
            qualified = [a for a in qualified if a.trade.lower() == trade.lower()]
        return qualified

    def export_register(self, output_path: str):
        data = [{
            'ID': a.app_id,
            'Company': a.company_name,
            'Trade': a.trade,
            'Years': a.years_in_business,
            'Revenue': a.annual_revenue,
            'EMR': a.emr_rate,
            'Status': a.status.value,
            'Score': a.total_score
        } for a in self.applications.values()]
        pd.DataFrame(data).to_excel(output_path, index=False)
```

## Quick Start

```python
prequal = SubcontractorPrequalification("Office Tower")

app = prequal.add_application("ABC Electric", "Electrical", "info@abc.com",
                              years_in_business=15, annual_revenue=10000000,
                              bonding_capacity=5000000, emr_rate=0.85)

prequal.score_application(app.app_id, {
    "Safety Record": 8, "Financial Stability": 7, "Experience": 8,
    "References": 7, "Capacity": 8, "Insurance/Bonding": 9
})

qualified = prequal.get_qualified("Electrical")
```

## Resources
- **DDC Book**: Chapter 3.4 - Procurement