Subcontractor Performance Evaluation
This comprehensive subcontractor performance evaluation form helps general contractors and project managers assess subcontractor performance across key metrics. The form covers work quality, schedule adherence, safety compliance, communication, budget management, and overall professionalism. Use it to build a contractor database, make informed hiring decisions, and maintain quality standards on construction projects.
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export function subcontractorPerformanceSurvey(form: FormTs) {
// Subcontractor Performance Evaluation - Construction contractor assessment
// Demonstrates: MatrixQuestion, StarRating, PriceDisplay, Datepicker, Integer, Slider, computed values
// State for budget calculation
const originalBudget = form.state<number>(0);
const finalCost = form.state<number>(0);
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Subcontractor Performance Evaluation',
computedValue: () => 'Complete this evaluation to assess subcontractor performance. Objective ratings help maintain quality standards and inform future hiring decisions.',
customStyles: {
backgroundColor: '#b45309',
color: 'white',
padding: '24px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: Project Information
// ============================================
const projectSection = form.addSubform('projectInfo', {
title: 'Project Information'
});
projectSection.addRow(row => {
row.addTextbox('projectName', {
label: 'Project name',
placeholder: 'e.g., Downtown Office Building',
isRequired: true
}, '1fr');
row.addTextbox('projectNumber', {
label: 'Project number/ID',
placeholder: 'e.g., PRJ-2024-001'
}, '1fr');
});
projectSection.addRow(row => {
row.addTextbox('companyName', {
label: 'Subcontractor company name',
placeholder: 'Enter company name',
isRequired: true
}, '1fr');
row.addDropdown('tradeType', {
label: 'Trade/specialty',
options: [
{ id: 'electrical', name: 'Electrical' },
{ id: 'plumbing', name: 'Plumbing' },
{ id: 'hvac', name: 'HVAC' },
{ id: 'framing', name: 'Framing/Carpentry' },
{ id: 'drywall', name: 'Drywall' },
{ id: 'roofing', name: 'Roofing' },
{ id: 'concrete', name: 'Concrete' },
{ id: 'masonry', name: 'Masonry' },
{ id: 'painting', name: 'Painting' },
{ id: 'flooring', name: 'Flooring' },
{ id: 'landscaping', name: 'Landscaping' },
{ id: 'other', name: 'Other' }
],
placeholder: 'Select trade...',
isRequired: true
}, '1fr');
});
projectSection.addRow(row => {
row.addDatepicker('startDate', {
label: 'Work start date',
isRequired: true
}, '1fr');
row.addDatepicker('endDate', {
label: 'Work completion date',
isRequired: true
}, '1fr');
});
// ============================================
// SECTION 2: Work Quality Assessment
// ============================================
const qualitySection = form.addSubform('qualityAssessment', {
title: 'Work Quality Assessment',
isVisible: () => projectSection.dropdown('tradeType')?.value() !== null
});
qualitySection.addRow(row => {
row.addMatrixQuestion('qualityMetrics', {
label: 'Rate the quality of work:',
rows: [
{ id: 'craftsmanship', label: 'Craftsmanship/workmanship', isRequired: true },
{ id: 'specifications', label: 'Adherence to specifications', isRequired: true },
{ id: 'materials', label: 'Material quality used', isRequired: true },
{ id: 'cleanliness', label: 'Jobsite cleanliness', isRequired: false },
{ id: 'punchlist', label: 'Punch list responsiveness', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Below Avg' },
{ id: '3', label: 'Average' },
{ id: '4', label: 'Good' },
{ id: '5', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
qualitySection.addRow(row => {
row.addStarRating('overallQuality', {
label: 'Overall work quality rating',
maxStars: 5,
size: 'lg',
alignment: 'center',
showConfettiOnMax: true
});
});
// ============================================
// SECTION 3: Schedule & Timeliness
// ============================================
const scheduleSection = form.addSubform('scheduleAssessment', {
title: 'Schedule & Timeliness',
isVisible: () => projectSection.dropdown('tradeType')?.value() !== null
});
scheduleSection.addRow(row => {
row.addRadioButton('scheduleAdherence', {
label: 'Did the subcontractor complete work on schedule?',
options: [
{ id: 'early', name: 'Completed early' },
{ id: 'on-time', name: 'Completed on time' },
{ id: 'minor-delay', name: 'Minor delays (1-3 days)' },
{ id: 'significant-delay', name: 'Significant delays (4+ days)' }
],
orientation: 'vertical',
isRequired: true
});
});
scheduleSection.addRow(row => {
row.addInteger('delayDays', {
label: 'Number of days delayed',
min: 0,
max: 365,
placeholder: 'Enter days',
isVisible: () => {
const adherence = scheduleSection.radioButton('scheduleAdherence')?.value();
return adherence === 'minor-delay' || adherence === 'significant-delay';
},
isRequired: () => {
const adherence = scheduleSection.radioButton('scheduleAdherence')?.value();
return adherence === 'minor-delay' || adherence === 'significant-delay';
}
}, '200px');
});
scheduleSection.addRow(row => {
row.addCheckboxList('delayReasons', {
label: 'Reasons for delay (if applicable)',
options: [
{ id: 'weather', name: 'Weather conditions' },
{ id: 'materials', name: 'Material availability' },
{ id: 'labor', name: 'Labor shortage' },
{ id: 'coordination', name: 'Coordination with other trades' },
{ id: 'changes', name: 'Design changes/RFIs' },
{ id: 'subcontractor', name: 'Subcontractor performance' },
{ id: 'other', name: 'Other factors' }
],
orientation: 'vertical',
isVisible: () => {
const adherence = scheduleSection.radioButton('scheduleAdherence')?.value();
return adherence === 'minor-delay' || adherence === 'significant-delay';
}
});
});
scheduleSection.addRow(row => {
row.addStarRating('scheduleRating', {
label: 'Overall schedule adherence rating',
maxStars: 5,
size: 'lg',
alignment: 'center'
});
});
// ============================================
// SECTION 4: Budget & Cost Management
// ============================================
const budgetSection = form.addSubform('budgetAssessment', {
title: 'Budget & Cost Management',
isVisible: () => projectSection.dropdown('tradeType')?.value() !== null
});
budgetSection.addRow(row => {
row.addMoney('originalBudget', {
label: 'Original contract value',
currency: '$',
placeholder: 'Enter amount',
onValueChange: (value) => originalBudget.set(value ?? 0)
}, '1fr');
row.addMoney('finalCost', {
label: 'Final cost (including change orders)',
currency: '$',
placeholder: 'Enter amount',
onValueChange: (value) => finalCost.set(value ?? 0)
}, '1fr');
});
budgetSection.addRow(row => {
row.addPriceDisplay('budgetVariance', {
label: 'Budget variance',
computedValue: () => {
const original = originalBudget();
const final = finalCost();
if (original === 0 || final === 0) return null;
return final - original;
},
currency: '$',
prefix: () => {
const variance = finalCost() - originalBudget();
if (variance > 0) return 'Over budget: +';
if (variance < 0) return 'Under budget: ';
return 'On budget: ';
},
variant: () => {
const variance = finalCost() - originalBudget();
if (variance > 0) return 'default';
if (variance < 0) return 'success';
return 'highlight';
},
isVisible: () => originalBudget() > 0 && finalCost() > 0
});
});
budgetSection.addRow(row => {
row.addRadioButton('changeOrderHandling', {
label: 'How were change orders handled?',
options: [
{ id: 'excellent', name: 'Proactive, fair pricing, minimal disputes' },
{ id: 'good', name: 'Responsive, reasonable pricing' },
{ id: 'average', name: 'Adequate, some negotiation needed' },
{ id: 'poor', name: 'Slow response, inflated pricing' },
{ id: 'na', name: 'No change orders' }
],
orientation: 'vertical'
});
});
// ============================================
// SECTION 5: Safety & Compliance
// ============================================
const safetySection = form.addSubform('safetyAssessment', {
title: 'Safety & Compliance',
isVisible: () => projectSection.dropdown('tradeType')?.value() !== null
});
safetySection.addRow(row => {
row.addMatrixQuestion('safetyMetrics', {
label: 'Rate safety performance:',
rows: [
{ id: 'ppe', label: 'PPE compliance', isRequired: true },
{ id: 'practices', label: 'Safe work practices', isRequired: true },
{ id: 'housekeeping', label: 'Housekeeping/organization', isRequired: false },
{ id: 'communication', label: 'Safety communication', isRequired: false },
{ id: 'documentation', label: 'Safety documentation', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Below Avg' },
{ id: '3', label: 'Average' },
{ id: '4', label: 'Good' },
{ id: '5', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
safetySection.addRow(row => {
row.addRadioButton('safetyIncidents', {
label: 'Were there any safety incidents?',
options: [
{ id: 'none', name: 'No incidents' },
{ id: 'near-miss', name: 'Near-miss(es) only' },
{ id: 'minor', name: 'Minor incident(s)' },
{ id: 'recordable', name: 'OSHA recordable incident(s)' }
],
orientation: 'horizontal',
isRequired: true
});
});
safetySection.addRow(row => {
row.addTextarea('incidentDetails', {
label: 'Describe safety incidents (if any):',
placeholder: 'Provide details of any safety incidents or near-misses...',
rows: 3,
isVisible: () => {
const incidents = safetySection.radioButton('safetyIncidents')?.value();
return incidents !== 'none' && incidents !== null;
}
});
});
// ============================================
// SECTION 6: Communication & Professionalism
// ============================================
const commSection = form.addSubform('communicationAssessment', {
title: 'Communication & Professionalism',
isVisible: () => projectSection.dropdown('tradeType')?.value() !== null
});
commSection.addRow(row => {
row.addStarRating('communication', {
label: 'Communication & responsiveness',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
row.addStarRating('professionalism', {
label: 'Professionalism & attitude',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
});
commSection.addRow(row => {
row.addStarRating('coordination', {
label: 'Coordination with other trades',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
row.addStarRating('problemSolving', {
label: 'Problem-solving ability',
maxStars: 5,
size: 'lg',
alignment: 'left'
}, '1fr');
});
// ============================================
// SECTION 7: Overall Evaluation
// ============================================
const overallSection = form.addSubform('overallEvaluation', {
title: 'Overall Evaluation',
isVisible: () => qualitySection.starRating('overallQuality')?.value() !== null
});
overallSection.addRow(row => {
row.addRatingScale('overallScore', {
preset: 'nps',
label: 'How likely are you to hire this subcontractor again?',
showCategoryLabel: true,
showSegmentColors: true,
showConfettiOnPromoter: true,
alignment: 'center'
});
});
overallSection.addRow(row => {
row.addRadioButton('recommendation', {
label: 'Would you recommend this subcontractor to other project managers?',
options: [
{ id: 'highly', name: 'Highly recommend' },
{ id: 'recommend', name: 'Recommend with reservations' },
{ id: 'neutral', name: 'Neutral' },
{ id: 'not-recommend', name: 'Would not recommend' }
],
orientation: 'vertical'
});
});
overallSection.addSpacer();
overallSection.addRow(row => {
row.addTextarea('additionalComments', {
label: () => {
const nps = overallSection.ratingScale('overallScore')?.npsCategory();
if (nps === 'detractor') {
return 'What could the subcontractor have done better?';
} else if (nps === 'promoter') {
return 'What made this subcontractor stand out?';
}
return 'Additional comments or feedback:';
},
placeholder: 'Provide any additional feedback about this subcontractor...',
rows: 4,
autoExpand: true
});
});
// ============================================
// SECTION 8: Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Evaluation Summary',
isVisible: () => overallSection.ratingScale('overallScore')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const companyName = projectSection.textbox('companyName')?.value();
const projectName = projectSection.textbox('projectName')?.value();
const trade = projectSection.dropdown('tradeType')?.value();
const qualityRating = qualitySection.starRating('overallQuality')?.value();
const scheduleRating = scheduleSection.starRating('scheduleRating')?.value();
const overallScore = overallSection.ratingScale('overallScore')?.value();
const recommendation = overallSection.radioButton('recommendation')?.value();
const variance = finalCost() - originalBudget();
if (!companyName || overallScore === null || overallScore === undefined) return '';
const tradeNames: Record<string, string> = {
'electrical': 'Electrical', 'plumbing': 'Plumbing', 'hvac': 'HVAC',
'framing': 'Framing', 'drywall': 'Drywall', 'roofing': 'Roofing',
'concrete': 'Concrete', 'masonry': 'Masonry', 'painting': 'Painting',
'flooring': 'Flooring', 'landscaping': 'Landscaping', 'other': 'Other'
};
const recommendLabels: Record<string, string> = {
'highly': 'Highly Recommended',
'recommend': 'Recommended',
'neutral': 'Neutral',
'not-recommend': 'Not Recommended'
};
let summary = 'Performance Summary\n';
summary += '═'.repeat(25) + '\n\n';
summary += `Subcontractor: ${companyName}\n`;
summary += `Project: ${projectName || 'N/A'}\n`;
summary += `Trade: ${tradeNames[trade ?? ''] || trade}\n\n`;
if (qualityRating) {
summary += `Quality: ${'★'.repeat(qualityRating)}${'☆'.repeat(5 - qualityRating)}\n`;
}
if (scheduleRating) {
summary += `Schedule: ${'★'.repeat(scheduleRating)}${'☆'.repeat(5 - scheduleRating)}\n`;
}
if (originalBudget() > 0 && finalCost() > 0) {
const variancePercent = ((variance / originalBudget()) * 100).toFixed(1);
summary += `Budget: ${variance >= 0 ? '+' : ''}$${variance.toLocaleString()} (${variance >= 0 ? '+' : ''}${variancePercent}%)\n`;
}
summary += `\nRehire Score: ${overallScore}/10`;
const category = overallSection.ratingScale('overallScore')?.npsCategory();
if (category) {
summary += ` (${category})`;
}
if (recommendation) {
summary += `\nVerdict: ${recommendLabels[recommendation] || recommendation}`;
}
return summary;
},
customStyles: () => {
const category = overallSection.ratingScale('overallScore')?.npsCategory();
const baseStyles = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '14px'
};
if (category === 'promoter') {
return { ...baseStyles, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
} else if (category === 'passive') {
return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
} else if (category === 'detractor') {
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
return { ...baseStyles, backgroundColor: '#f3f4f6', borderLeft: '4px solid #9ca3af' };
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Evaluation',
isVisible: () => projectSection.dropdown('tradeType')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Evaluation Submitted',
message: 'Thank you for completing this subcontractor performance evaluation. Your feedback helps maintain quality standards and supports informed vendor selection for future projects.'
});
}
Frequently Asked Questions
When should I complete this evaluation?
Complete the evaluation at the end of each project or phase when working with a subcontractor. For long-term projects, consider completing interim evaluations at key milestones to track performance trends.
How is the overall score calculated?
The form calculates an overall performance score based on weighted ratings across quality, timeliness, safety, communication, and professionalism categories. You can customize the weights based on your priorities.
Should I share the evaluation with the subcontractor?
Sharing evaluations promotes transparency and helps subcontractors improve. Consider sharing positive feedback immediately and addressing concerns constructively in person before sharing written evaluations.
Can I track budget overruns?
Yes, the form includes fields for original budget, final cost, and calculates the variance automatically. You can also document the reasons for any budget differences.
How do I handle safety incidents?
The safety section includes specific questions about incidents, near-misses, and OSHA compliance. Document any safety issues thoroughly for project records and future hiring decisions.
Can multiple reviewers evaluate the same subcontractor?
Yes, project managers, superintendents, and other stakeholders can each complete separate evaluations. Aggregate scores across multiple reviewers for a more balanced assessment.