Bid Ready Safety Get the kit

Pass the GC's safety prequal. Keep your workers' comp mod down.

An editable written safety program, OSHA 300 log and return-to-work program for contractors with 10 to 100 employees. Built by a workers' comp insurance professional. One price, no subscription.

Word and Excel files. Download right after checkout. Works in Google Docs and Sheets.

Subcontractor Safety PrequalificationExample
Section 4: Safety
Written safety & health programAttach a copy
Attached
OSHA 300A summariesLast 3 years
2023–2025
Total recordable case rate (TRIR)Cases × 200,000 ÷ hours worked
1.84
DART rate
0.92
Experience modification rate (EMR)Letter from your carrier or rating bureau
0.94
Return-to-work / light duty program
Yes

What general contractors ask for, and the file you send back

Prequalification forms from general contractors, owners and platforms like ISNetworld and Avetta ask small subs for the same handful of documents. The kit has one for each.

The prequal form asksYou send
A written safety and health programWritten Safety Program, edited with your company name and signed
OSHA 300A summaries for the last three yearsThe 300A tab of the OSHA Recordkeeping Workbook, one per year
Your TRIR and DART ratesCalculated automatically in the workbook
Your experience mod (EMR)Your mod letter, plus the one-page explainer if it's above 1.00
Return-to-work or light-duty programReturn-to-Work Program, signed
Proof of safety trainingToolbox talks with signed attendance sheets

The return-to-work program is where the money is

Your workers' comp premium is adjusted by your experience mod, which looks back at about three years of claims. Claims where someone misses work count far more heavily than medical-only claims. A mod over 1.00 raises your premium and can keep you off a GC's bid list.

  • Keep people workingAn injured employee on light duty, on your payroll, usually isn't drawing wage-replacement benefits for those days.
  • Close claims soonerEmployees who stay connected to the job recover and come back faster. Smaller, closed claims weigh less in your mod.
  • Show it on paperCarriers and GCs ask whether you have a program. The kit gives you the policy, the doctor's work-status form, the offer letter and a light-duty task list for trades work.

What's in the Bid-Ready Safety Kit

Every file is editable. Replace the bracketed placeholders with your company's details, delete what doesn't fit your work, and sign.

DOCX

Written Safety & Health Program

For roofing and general construction: fall protection plan, ladders and scaffolds, PPE, hazard communication, heat illness, emergency action plan, incident investigation, discipline.

XLSX

OSHA Recordkeeping Workbook

Forms 300, 300A and 301 in one file. Flags common logging mistakes, totals the 300A, calculates TRIR and DART, and lists the numbers for OSHA's online filing.

DOCX

Return-to-Work & Light Duty Program

Policy, first-24-hours checklist, work-status form for the doctor, offer letter, light-duty task bank for trades, weekly check-in log.

PDF

Is this case recordable?

A front-and-back checklist for deciding whether an injury goes on the OSHA 300 log, including the first-aid list.

DOCX

12 toolbox talks

Short job-site talks on falls, ladders, heat, struck-by hazards and more, with sign-in sheets that double as training records.

DOCX

Prequalification packet

A document checklist, three-year injury summary, safety qualifications statement, a letter explaining a high mod, and a one-page guide to how your mod works.

Feb 1 – Apr 30

OSHA 300A posting season. Employers with 11 or more employees must post the year's 300A summary, certified by a company executive, even with zero injuries. Some must also file it with OSHA online by March 2.

One price. Yours to keep.

No subscription and no software to log into. Download the files, edit them, and use them every year. Checkout opens shortly.

Bid-Ready Safety Kit

$149 one time
  • Written Safety & Health Program
  • OSHA Recordkeeping Workbook
  • Return-to-Work & Light Duty Program
  • Recordability checklist
  • 12 toolbox talks with sign-in sheets
  • Prequalification packet
Available soon

OSHA Recordkeeping Workbook

$39 one time
  • Forms 300, 300A and 301 in Excel
  • Automatic 300A totals and incidence rates
  • Mistake checks on every log entry
  • OSHA electronic filing numbers
Available soon

Questions

Who is this for?

Contractors and trades businesses with roughly 10 to 100 employees: roofing, framing, siding, HVAC, electrical, plumbing, landscaping and general contractors who need to qualify for work with larger GCs or owners.

Will this get me approved by every general contractor?

No kit can promise that. Each GC sets its own requirements, and your injury rates and experience mod are what they are. The kit gives you the documents most prequalification forms ask for, so missing paperwork isn't the reason you get passed over.

Will it lower my workers' comp premium?

Your mod is based on your actual claims history, so no document lowers it by itself. A return-to-work program that you actually use helps keep injuries from turning into lost-time claims, which are the claims that weigh most heavily in your mod.

Does it work in my state?

The OSHA recordkeeping and construction rules are federal. States that run their own OSHA plans can have extra requirements, and workers' comp rules differ by state. Each file notes where to check your state's rules.

Is this legal advice?

No. These are templates written by an insurance professional. Have your carrier, agent or attorney review your program before you adopt it.

Can I edit the files?

Yes. Everything opens in Microsoft Word and Excel, and works in Google Docs and Sheets.

What if it isn't right for my business?

Email us within 14 days of purchase and we'll refund you.