Contractor Onboarding Checklist

Section 1 — Pre-Arrival Document Verification

Business License Verify license is valid in the state(s) where work will be performed. For licensed trades (electrical, plumbing, HVAC, rigging, crane), confirm specific license type covers the work scope.
Certificate of Insurance (ACORD 25) — General Liability Confirm per-occurrence and aggregate limits meet contract minimums. Confirm policy dates cover the full period of work. Record limit: $________ per occurrence / $________ aggregate.
Certificate of Insurance — Workers' Compensation Confirm coverage includes all states where contractor employees will work. Note: Texas does not mandate workers' comp for most private employers; verify accordingly.
Additional Insured Endorsements (ISO CG 20 10 and CG 20 37) Request endorsement pages, not just the ACORD 25 checkbox. CG 20 10 covers ongoing operations; CG 20 37 covers completed operations. Confirm endorsements reference the current policy number.
OSHA 300 Logs and 300A Summaries (3 years) Calculate TRIR: (incidents x 200,000) / hours worked. BLS 2024 all-industry average: 2.3. Note contractor TRIR: ________
Experience Modification Rate (EMR) Letter Issued by NCCI, WCIRB (CA), or applicable state bureau. Current EMR: ________ Threshold required: ________
Required Written Safety Programs Programs required for this scope (check applicable): ☐ Fall Protection ☐ LOTO ☐ Confined Space ☐ Hot Work ☐ HazCom ☐ Other: ________
Personnel Certifications Verify current (not expired) certifications for personnel assigned to the work. Record certifications verified and expiration dates on back or attached sheet.

Section 2 — Site-Specific Orientation

Emergency Action Plan Evacuation routes, muster location, alarm types, emergency contacts reviewed with contractor representative.
Site-Specific Hazards and Restricted Areas Hazards specific to the assigned worksite communicated. Restricted areas and access requirements explained.
Permit Programs Active permit programs explained: ☐ Confined Space Entry ☐ Hot Work ☐ LOTO ☐ Elevated Work ☐ Other: ________
PPE Requirements Site-minimum PPE communicated. Task-specific requirements by zone or work type explained.
Hazard Communication / SDS Locations SDS binder/system location shown. Labeling requirements explained.
Incident and Near-Miss Reporting Procedures for reporting incidents and near-misses communicated. Host organization contact for reporting: ________

Contractor Representative (print name)

Signature

Date

Orientation Conducted By (print name)

Signature

Date

Section 3 — Required Training Confirmation

List each training requirement applicable to this contractor's scope of work. Confirm completion before work begins.

Training / Certification	Applies To (name/role)	Completed	Expiration / Notes
		☐
		☐
		☐
		☐
		☐

Section 4 — Work Authorization Sign-Off

All pre-arrival documents collected, reviewed, and confirmed current.
Site-specific orientation completed and signed above.
All required training confirmed complete for assigned personnel.
Contractor assigned designated host contact: ________
Contractor is authorized to begin work at assigned worksite(s).

Authorized By (print name and title)

Signature

Authorization Date