2-G. Contractor Safety Assessment Form.pdf

PDF 87 KB Posted

Attached to
HVAC System Services State and local contract opportunity
Solicitation number
FY26-RFP-03
Issued by
Mecklenburg County, Charlotte City, North Carolina

About this file

The document is a Contractor Safety Assessment Form issued by Charlotte Water, designed to evaluate potential contractors' safety protocols and documentation. The form requires comprehensive safety program documentation, including details about the company's written safety and health program, employee training status, OSHA annual summaries, and any past citations or violations for the previous three years. Contractors must also provide their North American Industrial Classification System (NAICS) code and their company's and industry's Days Away, Restricted, or Transferred (DART) incidence rates.

The form mandates submission of various insurance coverage documents, including workers' compensation, commercial general liability, automobile liability, and professional liability certificates. There are specific exemptions noted for smaller companies, such as those with 10 or fewer employees being exempt from certain documentation requirements. The form must be completed, signed, and dated by an authorized representative, with the understanding that the insurance documentation requirements may vary based on the specific project or contract's scope.

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Other files for this state and local contract opportunity

Other files attached to HVAC System Services, newest first.
File Type Posted
4-F. References Form.pdf PDF
5-D. Proposal Submission Form.pdf PDF
1-A. Bonfire Procurement Portal Instructions.pdf PDF
7-B. RFP Document FY26-RFP-03 HVAC System Services.pdf PDF
3-E. MWSBE Utilization Form.docx DOCX document
6-C. SAMPLE CONTRACT for FY26-RFP-03 HVAC System Services.docx DOCX document
8-H. Pricing Sheet (Bid Table).xlsx XLSX spreadsheet

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Text version

Contractor Safety Assessment Form

1. Organization Information:

Company Name:

On-Site Representative: Phone #:

Email:

Safety Representative: Phone #:

Email:

2. Safety Program Documentation:

Yes N/A

• Does your company have a written safety and health program that is available upon request?*

• Are your employees current on all applicable safety-related training?

• Provide copies of your OSHA annual summary (Form 300A) for the past 3 years.^

• Provide copies of any OSHA citations or violations for the past 3 years.

• Provide your company’s NAICS** code.

Year Rate

• What is your company’s DART incidence rate for the past 3 years?

• What is your industry’s DART incidence rate for the past 3 years?

* A written safety program is not required for companies with 10 or less employees.

^If your company is/was exempt from filing Form 300A for any given year, provide an explanation detailing such exemption (e.g., less than 10 employees).

** NAICS – North American Industrial Classification System – If you need assistance with this information, please refer to the Bureau of Labor Statistics (BLS) website at www.bls.gov or contact a safety consultant.

3. Insurance-Coverage Documentation:

Yes N/A

• A copy of your workers’ compensation certificate of insurance

• A copy of your commercial general liability certificate of Insurance

• A copy of your automobile liability certificate of insurance

• A copy of your professional liability certificate of insurance for errors and omissions (if applicable)

Based on the scope of the project/contract, insurance documentation must be submitted.

4. Sign and date the form:

Authorized Signature: Date:

Print Name:

http://www.bls.gov/

1. Organization Information:
Company Name:
Phone #:
On-Site Representative:
Email:
Phone #:
Safety Representative:
Email:
2. Safety Program Documentation:
N/A
Yes
Does your company have a written safety and health program that is available upon request?*
Are your employees current on all applicable safety-related training?
Provide copies of your OSHA annual summary (Form 300A) for the past 3 years.^
Provide copies of any OSHA citations or violations for the past 3 years.
Provide your company’s NAICS** code.
Rate
Year
What is your company’s DART incidence rate for the past 3 years?
What is your industry’s DART incidence rate for the past 3 years?
N/A
Yes
A copy of your workers’ compensation certificate of insurance
A copy of your commercial general liability certificate of Insurance
A copy of your automobile liability certificate of insurance
A copy of your professional liability certificate of insurance for errors and omissions (if applicable)

File details come from the government source that posted it. Updated .