Pool Builder Evaluation Scorecard

Apply the same evidence standard to every candidate. Mark each item verified, supported, reported, unclear, or not applicable—and record the source behind the mark.

Business verification

Legal entity matches proposal and payment instructions
Required credentials checked at the official source
Current insurance evidence reviewed
Responsible salesperson, signer, manager, and supervisor identified

Relevant experience

Recent projects match pool type and scope
Site, access, grade, and conditions are comparable
References answer consistent project-stage questions
Proposed team’s role in examples is clear

Proposal quality

All work packages are included or assigned
Products, quantities, and performance are specific
Allowances and exclusions have a clear basis
Owner work and unknown conditions are visible

Delivery controls

Schedule dependencies and updates are defined
Payments connect to stated evidence
Changes require written scope, price, and time effect
Inspections, corrections, and trade interfaces have owners

Closeout and support

Commissioning and training are defined
Punch-list closure and final approvals are clear
Records, manuals, registrations, and warranties transfer
Product and workmanship claim routes are mapped

Decision risk

Unanswered questions are recorded
Material review patterns were investigated
Contract requirements are location-specific
Selection reasons and pre-signing conditions are written

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POOL BUILDER RATINGS

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SIX DIMENSIONS / TWENTY-FOUR CHECKS