Clearline Advisory · CR-01 · New Zealand

Prequalification questionnaire

Tell us about your business and the documents you need. We’ll review your answers and respond in writing; no sales call is required. Completing this form does not commit you to a purchase.

Before you start: This form does not submit automatically. Download your answers or print them and email them to desmond@clearline-advisory.com. Do not include passwords, employee medical details or identity documents. Drafts stay on this device only if you choose “Save draft”; avoid saving on shared devices.

01 / Your business

Legal business nameTrading name (if different)NZBN (optional)Location and regions servedYour name and roleContact emailApproximate staff and subcontractor numbersTrade and main services

02 / What you need

Which prequalification scheme or principal contractor is involved?What are you trying to achieve, and by when?Have you received specific requirements or feedback? Summarise them here.What support would be useful?

03 / Current documents and evidence

Tell us what exists, what is missing and what you are unsure about. No need to send documents yet.

Health and safety policy or manualTask-specific JSAs or other work-method documentsTraining, competency, plant and subcontractor recordsInsurance, licences, relevant certificates and renewal datesOther gaps or issues you are aware of

04 / Work and approval

List the typical tasks and environments for which you need documentsWhat significant hazards or specialist activities should we know about?Who will review and approve documents for your business?Do you have a competent health and safety adviser or trade specialist who can review the drafts?Anything else that would help us assess scope?

05 / Confirmation

Draft documents and evidence organisation are not a guarantee of legal compliance, workplace safety, portal acceptance or contract award. Your business remains responsible for safe work, accurate evidence and approvals.

I am authorised to share this business information for the purpose of receiving a written response and quote.Name and date

Email the downloaded file or printed PDF yourself to desmond@clearline-advisory.com. We cannot receive it from this page automatically.