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A complete bid prequalification packet — OSHA safety program, insurance summary, company overview, and more — assembled in under 12 minutes.

The documents below are from a real HVAC contractor packet. Company details redacted.

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Generated in 11 minutes from a 12-question company profile. The contractor used this packet to prequalify with three GC portals in the same week.

Written Safety Program

  Mechanical Services, LLC

Commercial HVAC — OSHA 29 CFR 1910 / 29 CFR 1926 Compliant

Generated by
TradePack
Effective Date: 01/03/2026 Revision: Rev. 3 Prepared by TradePack on behalf of  

Table of Contents

Section 1 — Company Safety Policy Statement 3
Section 2 — Responsibilities & Authority 4
Section 3 — Hazard Communication Program (HazCom) 6
Section 4 — Personal Protective Equipment (PPE) 8
Section 5 — Electrical Safety — NFPA 70E 10
Section 6 — Refrigerant Handling — EPA Section 608 12
Section 7 — Confined Space Entry 14
Section 8 — Fall Protection 16
Section 9 — Incident Reporting & Investigation 18
Section 10 — Training & Recordkeeping 20

Section 1 — Company Safety Policy Statement

  Mechanical Services, LLC is committed to providing a safe and healthy work environment for all employees, subcontractors, and visitors on every project site. Safety is not a priority we balance against production — it is a condition of doing business.

This Written Safety Program establishes the minimum standards and procedures that all field personnel, project managers, and office staff must follow. It has been prepared in accordance with OSHA 29 CFR 1926 (Construction) and 29 CFR 1910 (General Industry) standards applicable to commercial HVAC installation and service operations.

Compliance with this program is mandatory. Violations may result in disciplinary action up to and including termination. Questions regarding this program should be directed to our designated Safety Officer,  , at  .

Signed:      Title: Principal / Safety Officer    Date: 01/03/2026

Section 5 — Electrical Safety (NFPA 70E) · Preview

5.1 Scope

This section applies to all work performed on or near energized electrical equipment during HVAC installation, service, and commissioning activities. Work near energized parts with voltages exceeding 50V AC or 75V DC requires an Electrical Hazard Risk Assessment prior to beginning work.

5.2 Lockout/Tagout (LOTO) Requirements

Sections 5.3–5.9 continue in the full document (17 pages total for Section 5).

— Full document: 22 sections · 47 pages · Trade-specific to Commercial HVAC —

Everything Above — Generated in 11 Minutes

Answer 12 questions about your company. TradePack assembles every document a commercial GC will ask for.

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OSHA Safety Program

Trade-specific, 40–50 pages. Covers every program GCs require — not a generic template.

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Prequalification Packet

All 8 documents bundled as a single PDF or organised ZIP, ready for any GC portal.

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Insurance Certificates

Project-specific COIs with correct additional insured wording. Renewal tracking included.

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Capability Statement

Professional 2-page company overview formatted for commercial GC review — not a flyer.

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