Working With a Contractor

Contractor's Checklist

With a reputable and experienced contractor or tradesperson you should be reasonably certain to have the work you have contracted for done properly and within the prescribed time frame. With a poor or inexperienced one, the job may end up taking much longer than planned and costing much more than expected, with a less-than-satisfactory finished product.

Use this Contractor Checklist to keep track of the information you collect about potential contractors/tradespeople.

Name of Contractor:
Address:
Telephone Number:
Name of Representative:
Number of Years in Business:

Insurance and Licences

Name of Insurance Company:
Name of Agent:
Telephone Number:
Policy Number:
Liability Insurance:		Yes No
Amount of Coverage:
Workers' Compensation Insurance:		Yes No
Agency:
Company Account Number:
Type of Work Company Licenced to Perform:
List All Business or Other Licence Numbers:
If Applicable, Are all Workmen Licenced?		Yes No

Legal

Are There Any Lawsuits Pending?		Yes No
Has the Company Ever Been Sued?		Yes No
Is the Company Bonded?		Yes No
If Yes, Name of Company that Holds the Bond		Yes No
Has the Company Ever Had Complaints Filed Against it?		Yes No
Are There Any Judgements Against the Company?		Yes No

References

List Five References (Including Telephone Numbers) Where Similar Work Has Been Completed
1.
2.
3.
4.
5.

List Three Credit References (Including Telephone Numbers)
1.
2.
3.

List Three Trade (Supplier) References (Including Telephone Numbers)
1.
2.
3.

Note Any Other Information Which May Be Relevant or Affect the Final Decision