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Contractor and project control

Narrow decision checklists for verifying contractors, comparing bids, reviewing contracts and change orders, approving milestone payments, and closing out final payment.

Contractor license and insurance verification checklist

A pre-hire verification checklist for matching the contractor legal identity, license status and classification, disciplinary record, liability insurance, workers compensation, bond, and expiration dates.

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Contractor reference call checklist

A focused reference-call checklist for confirming comparable project experience, scope and budget control, schedule reliability, communication, permits, workmanship, punch-list response, and warranty follow-up.

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Contractor bid and scope comparison checklist

An apples-to-apples bid comparison checklist for scope, quantities, materials, allowances, exclusions, permits, staffing, schedule, payment terms, change-order pricing, warranties, and total project exposure.

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Home-improvement contract before signing checklist

A pre-signing contract checklist for legal identity, property, detailed scope, plans and selections, dates, permits, price and payment milestones, change orders, cancellation, dispute terms, warranties, closeout documents, and lien risk.

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Construction change order before approval checklist

A before-signing change-order checklist for the reason, exact added and deleted scope, drawings and product changes, alternatives, itemized price and credits, markup, schedule impact, permits, warranties, and authorization.

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Progress payment milestone review checklist

A payment-approval checklist for confirming the milestone definition, installed work, inspections, correction status, stored materials, approved change orders, payment math, conditional lien waivers, and remaining balance before releasing funds.

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Final payment and lien-release closeout checklist

A final-payment checklist for completed scope and punch list, final inspections and occupancy approvals, manuals and warranties, as-built records, final invoice and credits, state-specific lien waivers, payment evidence, and warranty contacts.

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