# EDM Overhaulers owner setup and tailoring checklist

Owner preparation only — September 15, 2026. The adapted documents are substantive starting points, not adopted policies. Existing business identity, services and workflows are populated. This short list holds decisions the source records do not establish. The company names used in the package are business identities, not certification of legal employer names or filings.

## Confirm once for the business

- Legal contracting/employer name and business address; actual work jurisdictions and locations.
- Whether and when employees will be hired, actual job classifications, manager, safety lead and alternate complaint contact.
- Pay schedule, leave method and benefit year, benefits actually offered, insurance actually in force, expense process and policy effective date.
- Approved systems, access administrator, secure records location, incident contact and retention schedule including holds.
- Customer-facing phone and email; no verified direct number was located in the reviewed material.

## Tailor the documents that you choose to use

### Employee Handbook

Confirm every work jurisdiction, legal employer, manager and alternate complaint contact; complete pay, meal/rest, leave, reimbursement and benefits choices. California source language is a reference only. Have employment counsel or a qualified HR professional review before issue.

### Injury and Illness Prevention Program

Name the responsible administrator and alternate. Complete a worksite-specific hazard assessment, emergency arrangements, training and record-access process. Determine jurisdiction and applicable safety requirements with qualified support.

### Workplace Violence Prevention Plan

Determine coverage and exemptions for each worksite. Add employee participation, site-specific hazards, emergency routes, responsible contacts and required training and records. This outline is not a completed statutory plan.

### Safety Inspection Incident Training and Violent Incident Log Forms

Use blank copies only. Keep medical, witness and incident investigation details in restricted records. Review applicable log content and privacy rules before use; do not put personal identifiers in a shared violence log.

### Employee Offer and Onboarding Record

Confirm legal employer, work location, classification, duties, schedule, pay, benefits and required notices before an offer. Do not use contractor paperwork to decide employment classification. No employee or payroll data is populated.

### Employee Policy Acknowledgment

Use only after the company has tailored, approved and actually issued the identified policies and training. Enter the versions and actual dates; a blank acknowledgment is not evidence of completion.

### Operations Manual

Confirm who can approve commitments, where records live, actual workflows and retention periods. The proposed procedures do not appoint CSG or anyone else to run the business.

### Information Security Device Access and Records Policy

Select actual systems, administrators, incident contact, backup destination and workable security intervals. Confirm client confidentiality and retention commitments. Never place passwords or recovery codes in this packet.

### Client Services Agreement

Complete the legal parties, scope, price and acceptance terms. Obtain counsel review of warranties, liability, ownership, termination, governing law and activity-specific customer notices. For EDM, review repair authorization requirements; for bookkeeping, state credentials and excluded services accurately.

### Independent Contractor Services Agreement

Obtain a classification review for the actual relationship and jurisdiction before using this contract. Complete license, insurance, scope, fees and property terms. A signed form alone does not establish independent contractor status.

### Confidentiality and Data Access Agreement

Identify the company, purpose, approved systems, minimum access, access owner and end date. Have the confidentiality terms reviewed before signing. No existing access is granted by this blank form.

### Equipment Custody and Return Agreement

Use for future equipment issued by the named business. Confirm the actual owner and return terms. This blank form does not transfer existing property or resolve prior custody arrangements.

### Facility Storage and Property Access Authorization

Confirm the property owner or authorized controller, location, dates, activities and site conditions before granting access. This blank form does not establish ownership, zoning permission, insurance or access to third-party property.

## Review and adoption record

Record the reviewer, documents reviewed, open decisions, chosen changes, approving owner and actual effective date in your business records. Use employment counsel or qualified HR support for employee policies and classification; qualified safety support for site plans; counsel for agreements. No review, engagement, signature or adoption has been performed by preparing these copies. California references are conditional on actual applicability; do not apply them automatically to other jurisdictions.