Contractor prequalification
Contractor prequalification without rebuilding the same packet
A managed desk for owner requirements, prequalification portals, document submissions, expiration tracking and corrective follow-up, backed by one controlled safety document source.
Published starting price and standard scope · Final fit confirmed before work begins · Nationwide remote delivery
Published starting investment
From $3,500 setup + $950/month
Up to three portals or owner systems and four managed update hours per month. Third-party subscription and verification fees are not included.
Available now
- Requirement register
- Controlled document source
- Expiration follow-up
The score is only as current as the evidence behind it.
Most prequalification work is not difficult because the questions are unique. It is difficult because the same programs, logs, certificates and statistics are kept in different places and expire on different schedules.
Requirement register
One list of portal, owner and renewal requirements with owners and due dates.
Controlled document source
Current programs, certificates and evidence pulled from one approved library.
Submission desk
Routine updates and responses entered into up to three agreed systems.
Deficiency tracking
Rejected, missing or expiring items assigned and followed through to resolution.
Monthly status report
What is current, what is at risk, what is waiting on the client and what changed.
Escalation route
Technical safety questions move to the right professional rather than being answered by an administrator guessing.
Standard scope
| Commercial item | What the published starting point covers |
|---|---|
| Implementation | Up to three systems, source-document inventory, requirements register, expiration calendar and client responsibility map. |
| Ongoing service | Four managed update hours per month, routine submissions, deficiency follow-up and one monthly status report. |
| Outside standard scope | Third-party fees, financial or insurance documents, unlimited portal hours, legal representations, and guarantees of approval or score. |
The boundary, stated plainly
The portal or owner controls its criteria and decision. OccuPros maintains evidence and submissions but does not promise an approval, grade or outcome controlled by another organization.
One controlled source behind every portal
A managed compliance desk for requirements that never arrive in one format.
Owner questionnaires and contractor portals repeatedly ask for the same policies, statistics, certificates, training evidence, and explanations, but on different schedules and with different labels. The desk converts those requests into a requirement register, a controlled evidence library, and a visible queue of submissions, expirations, and deficiencies.
Inventory the systems
Confirm the agreed owner systems or portals, credentials, renewal dates, account contacts, and the exact company entities represented.
Map each requirement
Translate questions and upload fields into a register with an evidence source, internal owner, due date, and approval path.
Submit controlled evidence
Use the current approved document or data point, record what was submitted, and avoid creating conflicting versions for different portals.
Resolve and renew
Track rejections, requests for clarification, expiring items, and client dependencies through a documented monthly status cycle.
Inside the operating model
The operating model is designed to reduce duplicate work without hiding accountability.
OccuPros manages the agreed administration and routes technical questions to the right professional. The client remains the source and approver for representations about its own organization.
Controlled source library
Programs, logs, certificates, statistics, and supporting records are indexed by owner, effective date, and approval status so the same current evidence supports every agreed submission.
Expiration and deficiency queue
Upcoming renewals, rejected items, and requests for clarification appear in one prioritized view with a next action and responsible party, not as surprises inside separate inboxes.
Monthly decision report
The report distinguishes completed work, upcoming risk, unresolved technical questions, and items waiting on the client or a third party. That makes the service auditable and the bottleneck visible.
Inputs, outputs, and decision boundaries
Know what has to go in, and what a successful handoff looks like.
What we need to stand up the desk
- Up to three agreed portals or owner systems at the standard scope
- Authorized access and the legal entities represented in each account
- Current safety programs, statistics, certificates, and supporting records
- Client approvers for company representations and sensitive information
- Known renewal dates, open deficiencies, and priority customers
What the managed desk maintains
- Portal and owner requirement register
- Controlled evidence index with version status
- Submission and response history
- Expiration and deficiency action queue
- Monthly current, at-risk, and waiting-on-client report
Discovery focus: the named systems, present score or deficiency status, document condition, renewal calendar, and available client approvers determine whether the standard desk is the right box.
A useful next step
Get the standard scope in writing.
Share the sites, the intended management-system scope, your certification target date, and the point where the current system breaks down. We will confirm fit or explain the difference before work begins.
How activation works
Confirm fit
We verify the stated scope, users, sites, source data and any work that depends on a third party.
Lock the scope
You receive the deliverables, boundaries, responsibilities, price and billing cadence in writing before activation.
Build and validate
We configure the system or program, test it against real users or records, and resolve launch blockers.
Launch and maintain
Ownership, update cadence and support routes are documented so the work stays current after launch.
Common questions
Which prequalification portals can you support?
We can support common owner and contractor qualification portals and client-specific systems after confirming access and scope. The standard offer covers up to three portals. Platform subscription and verification fees are paid directly by the client.
Do you guarantee approval or a specific score?
No. The portal or owner controls its criteria and decision. We keep the evidence current, respond to requirements and show you what remains unresolved, but we do not promise a result controlled by another organization.
Can this use our existing document library?
Yes. The strongest configuration uses one controlled document source for the portal, owner requests and your workforce, so the same current program is not rebuilt three times.
Sources and further reading
- OSHA Recommended Practices for Safety and Health Programs OSHA's voluntary framework for a functioning safety program. OSHA states these are recommendations only and does not require employers to follow them.
Links go to the primary source rather than our summary of it. The OSHA material is free to read. ISO 45001 itself is a purchased standard, so the ISO link goes to the official listing where you can confirm the current edition and its amendment and read the free preview. We describe requirements in general terms; this is not legal advice or a determination of what any regulation requires of your organization.
See whether the standard scope fits.
Tell us what you are running today and where it breaks. We will confirm the published scope or explain what needs to change before any charge or work begins.
Or call (469) 746-4040.
Catalog listing for this service: Use “Contractor Prequalification and Compliance Desk” everywhere, including in the pricing box and the title tag, so the name on the page matches the name in the schema, the breadcrumb and the quote.. Scope and price are confirmed per engagement.
