Most prequalification failures aren't because you didn't do the work — they're because you couldn't produce the document when a client asked. Walk this list once a quarter. Anything missing or expiring is a contract at risk.
01 Company safety documents
DocumentHave itExpires / reviewed
Written safety program / manualTrade-specific; annually reviewed & dated☐
OSHA 300 log + 300A annual summaryPosted Feb 1–Apr 30; 5-yr retention☐
TRIR / DART / LTIR ratesMost platforms grade against industry average☐
EMR letter (experience mod)From your workers' comp carrier☐
Written programs by topicHazCom, fall protection, LOTO, PPE, etc.☐
02 Insurance
DocumentHave itExpires
Certificate of Insurance (COI)GL, auto, workers' comp, umbrella☐
Additional-insured endorsementNaming the GC/owner as required☐
Waiver of subrogationOften required by the contract☐
03 Personnel & training
DocumentHave itExpires
OSHA 10 / OSHA 30 cardsBy worker; cards don't expire — track client-required refreshers☐
Competent-person designationsPer applicable standard☐
Toolbox-talk / training logSigned attendance records☐
SDS library (HazCom)Current sheets for on-site chemicals☐
04 Per-project
DocumentHave itDate
Site-specific safety planJob hazard analysis where required☐
Client/GC prequalification packetTheir custom questionnaire + uploads☐