Complete
Contracts
Review

• Employment Agreement
              Review terms, create if necessary
        
• Sales Agreement
         1. With all Terms and Conditions
         2. Adequate protection from suits?
             Warranty disclaimers?
• Purchasing Agreement
         1. Named as Additional Insured 
             on Seller’s policy
         2. Release of liability
• Warranties and Disclaimers
         1. From manufacturer
• Invoices / Billing
         1. Proper procedure
         2. Proper language
         3. COLLECTIONS

• Employee Handbook
              jury duty, 
              employee benefits, 
              arbitration agreement
• Non-Compete Agreement
         1. Limited in scope
         2. Limited in time
• Confidential Information Agreement
         1. Confidential information
         2. Trade secrets
• Mediation / Arbitration Agreement
         1. ALL EMPLOYEES MUST SIGN

Land
Transaction
Review

• Lease Creation / Review
• Purchase and Sales Agreements
• Landlord / Tenant Issues   

Insurance
Policy,
Premium
and
Claims
Review

• Worker’s Compensation
         1. Review policy for holes
         2. Review claims 
              Close open and reduce XP Mod.
• Auto
         1. Review policy for proper limits
         2. Review claims
              Driving safety program, 
              Safe Driving Incentives
• General Corporate Policies
         1. Review policy for complete
             coverage
         2. Review claims
              Close open claims, 
              Recover for losses
• Umbrella / Earthquake / D & O
         1. Review policy
         2. Review claims, if any 
             look to old damage
• Unemployment 
         1. Set up with appropriate agencies.
  

Employee
Benefits
Package
Review

• Medical and Dental
         1. Options on different plans; 
              partial self funding
• 401K / Cafeteria Plans
         1. Aggressive? Restrained?
• Profit Share / Stock Options 
         1. Create agreements
              Include buy back provisions

Standard
Operating
Procedures
Review 

 

• Employment Application review
• Background Investigation
• Worker’s Comp Investigation
• Pre-Screening; drug, financial, prior employment verification
• Aptitude Testing:  Create tests and appraisals based on job responsibilities
• Licenses:  Check and obtain proper licensing for all people in co.; forklift, safety, etc.

      FMLA Compliance

Safety
Inspection
and
Review

• OSHA Compliance
• General Office and Warehouse Safety
         1. Employee Safety
              Proper training on equipment, 
              Proper use of equipment, 
              Spill response team
         2. Building Safety
              Proper signage, 
              Proper extinguishers, 
              Proper lighting, etc.
• Driving
         1. MVR Check - proof of insurance
         2. Basic Road Test
         3. Acceptance of liability by driver

American Dental Association Announces
Alliance with OSHA:
Topic - Battling Office Ergonomics Issues

Sexual
Harassment
Training

• Create informational packet to deliver to all employees.
• Add policy to company handbook.
• Perform review of procedures.