HVAC · Mechanical · Sheet Metal

OSHA Compliance Docs for Commercial HVAC Contractors

Written safety programs, prequalification packets, and insurance certificates — built for HVAC work, not generic construction. Ready in minutes.

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47

Pages in a typical HVAC safety program

vs. 3-page generic templates that get rejected

8

Trade-specific OSHA programs

Refrigerant, LOTO, confined space, fall, electrical + 3 more

11

Minutes to generate

From blank to GC-ready bid packet

72h

Avg. GC portal approval

For contractors who submit a complete packet

HVAC-Specific

8 Written Programs — Built for HVAC Work

Every program GCs and OSHA inspectors expect from a commercial HVAC contractor. None of the generic programs that don't apply to your work.

✓ Refrigerant Handling Safety Program (EPA Section 608)
✓ Electrical Safety — NFPA 70E (Energized Equipment)
✓ Confined Space Entry Program (Mechanical Rooms)
✓ Fall Protection Program (Rooftop RTU Work)
✓ Hazard Communication / SDS Management (HazCom)
✓ Lockout/Tagout (LOTO) — HVAC Equipment Isolation
✓ Respiratory Protection Program (Duct Cleaning / Mold)
✓ Heat Illness Prevention (Rooftop Summer Work)

All programs are generated with your company name, license number, and trade-specific language — not left-blank templates.

GC Prequalification

What GCs Ask Every HVAC Sub to Prove

Commercial GCs — Turner, Skanska, Balfour Beatty, Hensel Phelps — require the same core documentation from every HVAC subcontractor. Most subs fail one or more of these.

See a complete HVAC bid packet →
✓ Written OSHA 1926 Safety Program — trade-specific to HVAC
✓ EPA Section 608 technician certification documentation
✓ NFPA 70E electrical work permit records
✓ EMR at or below 1.0 (most GCs: below 0.85 preferred)
✓ General Liability: $2M per occurrence minimum
✓ Workers Compensation with statutory limits
✓ Certificate of insurance with blanket additional insured
✓ Confined space entry program for mechanical room work

From Blank to Bid-Ready in Three Steps

No lawyers, no consultants, no weeks of back-and-forth. Just your company details and your trade.

Step 01

Answer 12 Questions

Tell us your trade, license number, crew size, scope of work, and insurance details. 10–15 minutes.

Step 02

TradePack Assembles Your Packet

We generate every required document — OSHA programs, COI summary, company overview — with your information filled in. No blanks.

Step 03

Submit to GC Portals

Download as a bundled PDF or organised ZIP. Submit to Procore, Textura, or any GC prequalification portal. Ready to go.

HVAC Compliance Questions

Does TradePack cover EPA Section 608 refrigerant documentation? +
Yes. Your written refrigerant handling program covers proper refrigerant recovery procedures, technician certification requirements, leak reporting, and recordkeeping — all aligned with EPA Section 608 requirements for commercial HVAC contractors.
Do I need a separate electrical safety program for HVAC work? +
If your technicians work near energized electrical equipment — which virtually all commercial HVAC work involves — OSHA requires a written electrical safety program aligned with NFPA 70E. TradePack generates this as part of your standard HVAC safety program package.
What if I work on both new construction and service/maintenance projects? +
TradePack generates a blended program that covers both 29 CFR 1926 (construction) and 29 CFR 1910 (general industry) as applicable to your scope of work. You answer which types of projects you do, and the program language reflects both.
My GC is asking for a confined space entry program. Do I need one? +
If your technicians enter mechanical rooms, air handling units, or any enclosed space that qualifies as a confined space under OSHA 29 CFR 1910.146 / 1926.1201, yes — and most commercial HVAC work qualifies. TradePack includes this automatically for contractors who do mechanical room work.

TradePack also covers:

Electrical Compliance → Plumbing Compliance →

Stop Losing Commercial HVAC Bids to Paperwork

Take the free compliance audit — find out exactly what documents you're missing and what GCs will ask for on your next commercial bid.

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