subcontractor-prequalification

Subcontractor Prequalification

Technical Implementation

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