Identify the provider and the work
List the services, locations, access conditions, and any subcontracted work. A general business profile is not proof that a particular provider holds the credentials required for every trade or jurisdiction.
Review the documents relevant to the scope
- Insurance: request current documentation for the coverage required by the engagement. Review dates, named parties, and requirements rather than relying on a badge.
- Regulated work: identify the appropriate provider and confirm applicable licensing, permits, and inspections.
- Site access and screening: agree on required checks, authorized personnel, identification, keys, and restricted areas.
- Safety: communicate property rules, task hazards, equipment restrictions, and the responsible contact.
- Follow-up: define which records and completion notes belong in the handoff.
Keep requirements current
Identify the person responsible for reviewing expiration dates, scope changes, and missing documents. A reminder or document upload is not the same as a completed review. Changes in trade, location, personnel, or scope may require another check before work proceeds.
Discuss the documentation with Oasis
Share the property’s vendor requirements during scope review. Confirm the documents and responsibilities that apply to the accepted work. This guide does not represent a universal certification, insurance limit, background-check result, or automatic approval for every vendor.
See our documentation checklist. Providers interested in working with Oasis can use the vendor application.
Common questions
Does a submitted vendor application mean approval?
No. Submission provides information for review. Acceptance, documentation requirements, and assignment depend on the scope and engagement.
Do all services require the same credentials?
No. Requirements vary by work, site, jurisdiction, and contract. Identify what applies before scheduling.