Company Qualification Package
The Company Qualification Package is a PDF and a spreadsheet that gather the facts a general contractor asks a subcontractor for when it qualifies you: insurance, bonding, financials, safety record and litigation. Owners and admins enter what Trueleveler cannot know. Anything still blank is marked "Needs input", and nothing is guessed.
What does the Company Qualification Package contain?
It contains six sections in a fixed order, followed by one closing line that says when it was prepared and by whom. The PDF and the spreadsheet hold the same sections, because both are made from the same data.
| Section | What is in it | Where it comes from |
|---|---|---|
| 1 Company profile | Company name, address and phone, and whether a logo is on file. | Settings > General: Company profile and Branding. The name is the company name saved in Settings. |
| 2 Insurance | Your company's own policies: coverage, carrier, policy number, limits, dates and where each one stands today. It names any of general liability, auto and workers' compensation that has no policy on file. | Settings > Qualification data: Insurance policies. |
| 3 Bonding | Bonding capacity and surety by year, and a summary by type of the active bonds recorded on your projects. | Qualification data: Company by year, and the Bonds tracker on your projects. |
| 4 Financials | Revenue and net income by year, and a project and work-in-progress summary. | Qualification data: Company by year, and the work-in-progress report. The summary covers the projects entered in Trueleveler only. |
| 5 Safety | The OSHA Form 300 and 300A worksheets, TRIR, DART and EMR. | Your Safety tracker, and Qualification data: Safety. The EMR is typed on Company by year. |
| 6 Litigation | Litigation, arbitration and claims, by year, for five years. | Qualification data: Company by year. |
The closing line says when the package was prepared and by whom, and ends with Check it before you submit.
Who can use it?
Everyone in your company can open the Qualification data tab and build the package, but only owners and admins can add, edit or delete the data. Anyone else sees the page as read only, with the note that only an owner or admin can change it.
Revenue, net income, bonding capacity, EMR and litigation are money, so they follow the money rules. On the screen they need the View financials permission. In the package, which is an export, they need View financials and Export financial reports, the same two permissions every financial PDF needs. Owners and admins hold both. A person without them still gets a package: the sections they may not see are left out, and the package says so and says why.
| Part | Who sees it on the screen | Who gets it in the package |
|---|---|---|
| Insurance policies, hours worked and safety cases | Everyone in the company. | Everyone in the company. |
| Company by year: revenue, net income, bonding capacity, surety, EMR and litigation | People with View financials. | People with View financials and Export financial reports. |
| The active bonds on your projects, and the work-in-progress summary | Not on this screen. | People with View financials and Export financial reports. |
| A privacy case's real name | On this screen, owners and admins. In the Safety tracker, anyone who may edit the incident (the Field logs permission, the one that lets someone log a safety record). Everyone else sees "Privacy case". | Nobody. The package prints "Privacy case" for everyone. |
How do I build the package?
Open Settings, choose the Qualification data tab, and use the Company Qualification Package card at the top of the page. The five steps are:
Fill in what you can
Enter your policies, your years and your safety hours on the three cards below the package card. You do not have to finish first. Anything left blank prints as "Needs input", so you can build a first copy at any time and see what is missing.
Choose the safety year
The Safety year is set to the last full calendar year until you choose another. The OSHA worksheets are for that year. Revenue, bonding capacity, EMR and the injury rates show that year and the two before it, and litigation shows five years.
Download the PDF or the spreadsheet
Choose Download PDF or Download spreadsheet. The spreadsheet has an About sheet and one sheet for each section. Both files are named Company-Qualification-Package, then your company name and the date. Trueleveler does not send the package to anyone else: it downloads to your computer.
Read the line under the buttons
It says when the package was built from your data and how many items still need input, or that nothing is marked "Needs input". The same count is printed at the top of the package.
Check it, then copy it across
Read every line before you use it. Trueleveler does not fill in a general contractor's own form or an outside qualification system for you, so you copy the figures across yourself.
What do the three data screens hold?
The Qualification data tab has three cards for the facts Trueleveler cannot know on its own: Insurance policies, Company by year and Safety. Everything else in the package is read from what is already in Trueleveler: the company profile, the Bonds tracker, the Safety tracker and the work-in-progress report.
Insurance policies
Insurance policies holds your company's own policies. For each one you enter the coverage (general liability, auto, umbrella, excess, workers' compensation, professional, pollution or other), the carrier, the policy number, the each-occurrence and aggregate limits, the effective and expiry dates, and notes.
Each saved policy shows where it stands today: In force, Expires in a number of days, Expires today, Expired, or Not yet in force. The card warns about policies that have expired and about policies that end within 60 days. The package asks for general liability, auto and workers' compensation, and says which of the three has no policy on file. Umbrella and excess are not required, because a company may carry none.
Company by year
Company by year holds one row for each year. You type in the revenue, the net income (a loss is a minus number), the single-project and aggregate bonding capacity, the surety, the EMR (a number from 0 to 9.99), and any litigation, arbitration or claims. Trueleveler does not work these figures out. You need the View financials permission to see this card.
Litigation has a deliberate answer: tick None in this year to say there was none, or describe it. You cannot do both. A year with neither is blank, and the package prints it as "Needs input" and prints "None reported" only when you said so. A year can be on file once, so edit it instead of adding it again.
Safety
Safety holds the hours and employees for the year, the summary of the year's recordable cases with TRIR and DART, the recordable incidents from your Safety tracker, and the cases that happened off the platform.
- Hours and employees: the establishment name, the average number of employees and the total hours worked by all employees, for the chosen year. The hours are the divisor of TRIR and DART. You type them in, or choose Fill from time entries, which adds up the year's time entries as a suggestion. It counts only people who log time in Trueleveler and leaves out people marked as subcontractors or 1099 workers, so replace it with your payroll total if that is higher. Nothing is saved until you click Save.
- Cases from your Safety tracker: the recordable incidents appear on the log when they say who was injured. The Safety tracker's incident form asks that, for the incident types where someone was hurt (first aid, medical treatment, restricted duty, lost time and fatality): a Who was hurt group with the worker type (employee, temporary or leased worker, subcontractor's worker, or visitor or member of the public), the job title, the injury type, an optional worker record and a Privacy case box. The log needs a job title and an injury type for each case. Owners and admins can fill in the job title, the injury type and the privacy case here, and say who was injured on an incident that does not say yet.
- Cases that happened off the platform: a recordable injury or illness that is not in the Safety tracker. No project is needed. You enter the date of injury or onset, the employee's name, the job title, where it happened, what happened, its class (death, days away from work, job transfer or restriction, or other recordable case), the days away and the days of job transfer or restriction, the injury type, and whether it is a privacy case. It goes on the same log.
- Summary: the recordable cases, deaths, days-away cases, transfer or restriction cases, other recordable cases, the days away and restricted, TRIR and DART.
What is the OSHA worksheet, and what is it not?
The OSHA worksheet is a working copy that helps you fill in OSHA Forms 300 and 300A. It is not an OSHA form, nobody has certified it, and it does not say your company complies with anything. It is built only from your Safety tracker's incidents, the cases you added by hand for injuries that happened off the platform, and the hours you typed in.
- A Safety tracker incident is on the log when it is marked recordable, is not voided or removed, happened in the year, and says the person hurt was an employee or a temporary or leased worker. A subcontractor's worker, a visitor or a member of the public is not on your log. The tracker marks an incident recordable from its type: medical treatment, restricted duty, lost time or fatality.
- An incident that does not say who was injured is neither counted nor dropped: it is listed as Needs input: who was injured until someone says. An older incident that already named the injured party as an employee, a subcontractor, a visitor or the public keeps its place.
- Every case you added by hand for the year is on the log.
- Each case is classed by its most serious outcome: death; days away from work (lost time, or any days away); job transfer or restriction (restricted duty, or any restricted days); or other recordable case. Days are added as recorded.
- The 300A summary adds the cases up by class and by injury type: injury, skin disorder, respiratory condition, poisoning, hearing loss and all other illnesses. A case with no injury type yet is counted in the total but not under any type, and the package says so.
- A privacy case prints "Privacy case" where the name goes, and its real name is never put in the package. The description is still printed, and a description can still identify a person, so read the descriptions before you share the log.
- In the Safety tracker, too, the name reads "Privacy case" for anyone who may not edit the incident, in the list, the form and the CSV and PDF exports. People who may edit it see the real name, with a small Privacy case tag.
The worksheet also lists these checks when they apply: recordable incidents that do not say who was injured (not counted until they do), an incident with days away or restricted days that is not marked recordable (so it is not on the log), recordable incidents that involved a subcontractor, a visitor or the public (so they are not on the log), cases that involve a temporary or leased worker (OSHA puts them on your log only when you supervise them day to day), and privacy cases.
How are TRIR and DART worked out?
TRIR is the number of recordable cases times 200,000, divided by the hours worked. DART is the number of days-away cases plus job transfer or restriction cases, times 200,000, divided by the hours worked. Both are rounded to two places.
A rate is worked out only from a whole record: the hours for that year must be a number above zero, and every recordable incident of that year must say who was injured. Until then TRIR and DART read "Needs input", never zero, because a rate that leaves cases out would be wrong. The hours are yours to type in or to confirm: the workers and time entries recorded in Trueleveler will not cover every employee, so the time-entries figure is only a suggestion and no figure is guessed.
| Example | How it is worked out | Result |
|---|---|---|
| 2 recordable cases and 400,000 hours worked | TRIR = 2 x 200,000 / 400,000 | 1.00 |
| Of those 2 cases, 1 is a days-away case and 1 is an other recordable case | DART = (1 + 0) x 200,000 / 400,000 | 0.50 |
| 2 recordable cases and no hours typed in | Not worked out | Needs input |
| 2 recordable cases, the hours typed in, and 1 more recordable incident that does not say who was injured | Not worked out | Needs input |
A death counts in TRIR and not in DART. On Form 300 a death has its own column, and DART is made of the days-away and the job transfer or restriction columns.
EMR is not worked out either. You type it for each year on the Company by year card, and the package shows it in the injury rates table next to TRIR and DART. Like the rest of the money, it needs View financials and Export financial reports.
What does Needs input mean?
Needs input means the package could not fill something in because nobody has entered it yet, and it tells you where to enter it.
- A blank field prints a Needs input marker and names the screen that fills it, for example Settings > Qualification data > Insurance policies.
- A section with nothing in it says so in a sentence, for example that no insurance policies are on file, instead of printing an empty table.
- At the top of the package, one line counts the items that still need input. Fill them in, then build the package again.
- A failed read is never printed as a zero or a blank. If something could not be read just now, the package says it could not be read and prints nothing there rather than a guess.
- A recordable incident that does not say who was injured is listed as Needs input: who was injured, and TRIR and DART stay "Needs input" until it does.
- A section you may not see says it was left out and why, so a missing section is never mistaken for "nothing to report".
Can I export or delete this data?
Yes. You can delete a policy, a year or a case from its card, and owners and admins can download all of it from Settings, Data export.
- Delete a record: choose Delete on its card and confirm with Yes, delete it. It disappears from the screen and from the package.
- Export: the data export is a ZIP file. For owners and admins it includes the company's insurance policies, years, OSHA hours and cases in its company folder, whoever typed them. A person who has left the company, or is no longer an owner or admin, gets none of them.
- When someone leaves: if a person leaves the company or deletes their own account, the company keeps its records.
- When the company closes: if you are the only person in your company and you delete your account, the company's qualification records are deleted with it.
What are the limits?
The package holds only what you have entered and what is already in Trueleveler. The limits are:
- Revenue, net income, bonding capacity, EMR and litigation are typed by hand. So are the hours: Fill from time entries only suggests a figure, from the people who log time in Trueleveler. Trueleveler does not check any of them against anything.
- The work-in-progress summary covers only the projects entered in Trueleveler, not work kept elsewhere.
- Active bonds are shown by type and are never added together across types, because a performance bond and a payment bond on the same contract are separate. A bond marked active but past its expiry date is not counted, and the package says how many.
- Trueleveler does not send the package to a general contractor, and it does not fill in a general contractor's forms or an outside qualification system. Whether any of them accepts the figures is for them to say, and Trueleveler makes no claim about it.
- From January to April the Qualification data page shows a reminder about your OSHA 300A summary.