Report Templates
- 01 - Loss Analysis Letter Report Template (22-23)
- 01 - Loss Analysis Letter Report Template (23-24)
- 01 - Loss Analysis Letter Report Template (24-25)
- 02 - RMPE Letter Report Template (Report template used to document RMPE findings to member)
- 03 - Situational Awareness Training Letter Report Template
- 03 - Timely Accident Reporting and Accident Investigation Training Letter Report Template (23-24)
- 04 - Action Plan Template (22-23)
- 04 - Action Plan Template (23-24)
- 04 - Action Plan Template (24-25)
- 05 - Recommendations Repor
Report Samples
- Coming soon
ELA Associated Documents
- Visit 01 - ELA Training Powerpoint Deck
- Summary of Risk Control Services (a CRI document that details the Risk Control Services offered to Catalyst members)
RMPE Associated Documents
- RMPE Blank Assessment (Blank RMPE to be printed out ahead of audit if you are filling out the RMPE on paper or need to use it for notes)
- Catalyst Member Guide to Preparing for the RMPE
- RMPE Documentation Pre-Assessment (A guide to use as you are sorting through submitted documents to complete all that you can prior to visit)
- RMPE Flow Chart
- RMPE Notes (A simple form to prefill and then type notes into as you move through the assessment. Typing notes in makes the report writing section easier as you can just copy/paste and refine)
- RMPE Prep (A document to read to the participants prior to beginning the assessment to try and clear the air for potential pain points)
- 300A RMPE Data Summary Form with 300A samples (Template to enter OSHA 300A form data into)
- 2019 Injury Rates BLS
- 2020 Injury Rates BLS
- 2021 Injury Rates BLS
- Catalyst RMPE Recommendations Examples and Guidelines
- RMPE Recommendation Google Doc
Situational Awareness Training Associated Documents
- Situational Awareness Training Slides (Focus presentation used for consultant training)
- Situational Awareness Flyer Template
- Situational Awareness Sign In Sheet
Timely Accident Reporting and Accident Investigation Training Associated Documents
- TARAI Training America West - PPT employee presentation sample
- TARAI Training Consultant Slides - for consultant training
- Printable Presentation Guide - Printable presenter notes from Presentation
- TARAI PowerPoint Zoom Checklist with consultant-specific links
- OSHA’s Incident Investigation Guide for Employers (a good study for the consultants/perhaps we could provide a link to it on the “Thank you” page after the participant signs in on the roster?) If so, here is the link.
- TARAI Training Onsite Sign In Sheet
Compensation
- Sample Focus Catalyst Expense Report
- Sample Focus Catalyst Invoice
- Travel and Expenses Details
- January 2024 Expense Report
Client Communications
- Consultant Introduction Email Template
- Consultant Introduction Transfer Email Template
- Consultant Introduction New Member Template
- Loss Review Scheduling Email Template
- RMPE Scheduling Email Template
- Situational Awareness Training Scheduling Email Template
- Timely Accident Reporting and Accident Investigation Training Scheduling Email Template