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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:   Image
Address:   Image
Telephone Number:   Image
Name of Representative:   Image
Number of Years in Business:   Image
     
Insurance and Licences
Image

Name of Insurance Company:   Image
Name of Agent:   Image
Telephone Number:   Image
Policy Number:   Image

Liability Insurance:
 
Image Yes Image No
Amount of Coverage:   Image

Workers' Compensation Insurance:
 
Image Yes Image No
Agency:   Image
Company Account Number:   Image
Type of Work Company Licenced to Perform:   Image
List All Business or Other Licence Numbers:   Image

If Applicable, Are all Workmen Licenced?
 
Image Yes Image No
     
Legal
Image

Are There Any Lawsuits Pending?   Image Yes Image No
Has the Company Ever Been Sued?   Image Yes Image No
Is the Company Bonded?   Image Yes Image No
If Yes, Name of Company that Holds the Bond   Image Yes Image No
Has the Company Ever Had Complaints Filed Against it?   Image Yes Image No
Are There Any Judgements Against the Company?   Image Yes Image No
     
References
Image
     
    List Five References (Including Telephone Numbers) Where Similar Work Has Been Completed
1.   Image
2.   Image
3.   Image
4.   Image
5.   Image
     
    List Three Credit References (Including Telephone Numbers)
1.   Image
2.   Image
3.   Image
     
    List Three Trade (Supplier) References (Including Telephone Numbers)
1.   Image
2.   Image
3.   Image
     
    Note Any Other Information Which May Be Relevant or Affect the Final Decision
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