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Contractor Prequalification and Vendor Questionnaires: Showing Training Records

Customers and prequalification programs often ask suppliers for proof of health and safety and accessibility training. How to answer, with a template you can copy.

By the Ethica team · Updated

Short answer: name the legal duty each training meets, attach a per-person export of completions with dates, say honestly whether each one repeats, and explain how new hires are covered. The template below does most of the writing.

A customer sends over a vendor questionnaire, or a prequalification program asks for your safety documentation before you can bid. Somewhere in it: "Provide evidence that all personnel have completed required health and safety and accessibility training." You know your team did the training. Showing it is a different job.

Why you are being asked at all

This is rarely about doubting you. Your client is managing their own exposure, so their procurement team is documenting the diligence they performed on you. The same instinct shows up in prequalification programs that many Ontario buyers rely on, and in accessibility commitments carried down the supply chain.

The practical consequence: your answer becomes part of their file. Vague answers create follow-up questions; documented answers end the thread.

What these questionnaires typically want

How to answer well

  1. Answer the mandate, not the vibe. Name the legal duty you are meeting and cite it — "basic occupational health and safety awareness training under O. Reg. 297/13" reads far better than "annual safety training."
  2. Attach a completion export. A list of people and their completion dates, exported from a system rather than typed into a form, is the single strongest thing you can send.
  3. State your interval honestly. If a mandate is one-time, say it is one-time. Claiming an annual refresher that does not exist creates a commitment you will be audited against next year.
  4. Say how new hires are covered. Buyers are specifically worried about the person who started last month. "New employees are assigned automatically the day they're added, with their own due date" is the answer they want.
  5. Keep the response. The same questionnaire, or one very like it, will arrive from the next client.

A caution on over-claiming

It is tempting to tick every box. Do not attest to training you cannot evidence, or to certifications you do not hold — some sector-specific programs, such as working at heights training for construction workers who may use fall protection, must come from a Chief Prevention Officer approved provider (O. Reg. 297/13, s. 7), and a general awareness course is not a substitute. An honest "not applicable to our scope of work, here is what does apply" is a better answer than an unsupportable yes.

An answer you can copy

Adapt the brackets and delete anything that doesn't apply to you.

Health and safety awareness training. Every worker completes the Ministry of Labour's Worker Health and Safety Awareness in 4 Steps program after starting work, as required by O. Reg. 297/13, s. 1. Supervisors complete Supervisor Health and Safety Awareness in 5 Steps within one week of starting to supervise (s. 2). This is one-time training. As of [date], [number] of our [number] current workers have completed it. The attached export lists each person and their completion date.

Workplace violence and harassment. Our policies were last reviewed on [date] and are posted [in the workplace / on our intranet]. Every worker receives information and instruction on them and signs an acknowledgment when they join. The attached export shows each acknowledgment with its date and the policy version.

Accessibility (AODA) training. Employees and volunteers are trained on the accessibility standards that apply to their work and on the Human Rights Code as it applies to people with disabilities, as required by O. Reg. 191/11, s. 7. [Number] of [number] have completed it.

New hires. New employees are assigned this training when they join, with a due date, and we follow up until it is complete. [Number] people joined in the last [period]; their status is in the export.

Turning a scramble into an export

Almost every item above is answered by a record rather than by more training. Ethica is built for that: Ontario's mandatory courses and policy acknowledgments ready to assign, delivered by email link with no employee accounts, completions recorded per person with dates and policy versions, new hires picked up automatically when training is set to go to everyone or a role, and a CSV, or a zip of each employee's certificates and signed acknowledgments, you can attach to the questionnaire the same day it arrives.

See what Ontario requires and the proof each mandate demands, or check which duties apply to your business.

Frequently asked questions

What counts as evidence of training on a vendor questionnaire?
A per-person list of completions with their dates exported from a system, naming the legal duty each training meets. Being enrolled or assigned is not the same as having completed it.
Should we say our training is refreshed every year?
Only if it is. Some mandates, such as Ontario's health and safety awareness training, are one-time. Claiming a refresher you don't run creates a commitment you can be held to.
How do we show new hires are covered?
Explain how they are assigned, for example automatically when they join, and make sure recent hires appear in the export you attach.

More Ontario guides

Keep the record without the spreadsheet

Ethica delivers Ontario's core mandatory training (awareness, AODA, violence and harassment) from an email link — no employee logins — and keeps a timestamped completion record you can export the moment someone asks.

Ethica is not affiliated with or endorsed by the Government of Ontario. This page is general information, not legal advice. Confirm your obligations against the current text of the legislation.