The Work Requirements section of your account makes it easy to keep track of all the documents required by your clients in order to perform work. For each client, your contract will be designated as either ‘Direct’ or ‘Subcontracted’. The documents you’re required to submit will vary depending on your contract type.
- Direct means that you have a direct contract with the client and you are not subcontracting through Workrise. All invoicing is managed directly between you and your client.
- Subcontracted means that you are subcontracting for a client through Workrise. You will submit invoices to and be paid by Workrise.
To complete your Work Requirements, please have the following documents ready.
- Tax forms: W-9 or W-8BEN-E (for international taxes)
- Bank forms (Subcontracting only)
- Certificate of Insurance
- OSHA forms for the past 3 years
- Your most recent EMR letter
- Safety program documentation
Creating Your Account
If you’re new to Workrise and haven’t created an account yet, you’ll receive an email with the subject line, “You’ve been invited to Workrise”. Click ‘Create Your Account’, then create a password to access your account. The link in this email expires after 48 hours. If your link has expired, please follow the instructions to reset your password.
If you already created an account, sign in then navigate to the Work Requirements tab.
Updating Your Work Requirements
In Work Requirements, you’ll see a list of all your required documents with a status badge next to each. The statuses are:
- Not Started: You haven’t uploaded any documents yet. Please upload the requested document(s).
- Submitted: Your documents have been received and are in review.
- Revisions Requested: Your documents have been reviewed and need revisions.
- Approved: Your documents have been reviewed and approved.
Below are the fields you may see listed in the Work Requirements section of your account.
Tax Information
Please upload your completed Form W-9 or W-8BEN-E for international companies. These forms can be found at www.irs.gov/forms or obtained from your tax advisor.
Payment Information
Download, complete, and upload the Electronic Funds Transfer Form available through the Payment Information section and provide a voided check or a letter from your bank with ACH information.
Upload all of these documents under Bank Forms.
Please note, this will only be a required field if you subcontract through Workrise.
Certificate of Insurance
A certificate of insurance is a document used to provide information on specific insurance coverage. The certificate provides verification of the insurance and usually contains information on types and limits of coverage, insurance company, policy number, entity insured, and the policies' effective periods. Companies must provide an insurance policy that meets the operator’s insurance requirements. Exemptions can be made with approval which is dependent on your company’s line of service.
If you have a direct contract with a client, please upload your certificate of insurance in accordance with the client’s specifications.
If you are subcontracting through Workrise, please include the following information exactly as it appears below on your certificate of insurance.
Certificate Holder:
RUSCO Group / Workrise Solutions
111 Congress Ave.
Ste 1300
Austin, TX 78701
Additional Insured and Waiver of Subrogation:
Please include the following text in the ‘Additional Remarks’ section of the Acord Form: “RUSCO Group / Workrise Solutions is included as Additional Insured per the attached forms. A Waiver of Subrogation applies in favor of RUSCO Group / Workrise Solutions.”
HERE’s an example of properly executed COI (note: only applicable for subcontracting through Workrise).
Workrise’s Master Service Agreement (MSA)
The Workrise MSA allows service companies to gain access to Workrise’s network of energy companies.
The Workrise supply chain team manages this workflow via email, and will upload the final signed copy to the Work Requirements page on your behalf once all parties have agreed and countersigned. You will be able to download a copy for your records.
Please note, this will only be a required field if you subcontract through Workrise.
OSHA Forms
Providing your safety statistics via signed documents such as OSHA Forms is an important way to show your safety record to clients.
Workrise asks that all companies with more than 10 employees provide their 300 and 300a forms for the past three years for verification.
If you are subcontracting through Workrise, please complete the short questionnaire and upload your forms accordingly.
Experience Modification Rate (EMR) Letter
The Experience Modification Rate (EMR) is a calculation used by insurance firms to price the cost of workers’ compensation premiums. This rating is used by energy companies to evaluate your company’s safety performance over time.
Please indicate whether your business qualifies for an Experience Modification Rate and upload the letter if so.
Safety Programs
Complete the short safety questionnaire, then upload a copy of your company’s safety program for review. At a minimum, all companies should have a PDF of their safety program with the following:
- Drug & Alcohol Policy
- Personal Protective Equipment
- Job Safety Analysis
Depending on your responses to the safety questionnaire, you may also be required to submit details regarding the following protocols:
- Short Service Employee Management
- Hazardous Materials
- Lockout Tagout
DOT
The Federal Motor Carrier Safety Administration (FMCSA) provides resources on what types of work fall under their remit. To tailor your safety review, please complete the short questionnaire through the DOT section of your Workrise account.
Completing the questionnaire in this section is required regardless of the service types you provide.
Please note, the DOT questionnaire will only be a required field if you subcontract through Workrise.
Still have questions? Please reach out to vmsupport@workrise.com.