Contractor Forms - The Construction Professional's Essential Documents Checklist

Like all specialized industry professionals, contractors in the Building Trades require specific forms and documents to keep their business running smoothly, ensure their operations are legally protected, and all contractual obligations are faithfully discharged.

No matter how big or small a construction company is, there are certain forms that every contractor must have and use in order to do business effectively.

Here is a checklist of the most important contractor forms and documents required:

Bid Form
- form to define and present the contractor's bid on a job.

Estimate Recap
- an Estimate Recap sheet to help spell out the job.

Construction Contract
- full Contract for all construction, home and property improvement projects.

Service And Repair Contract
- shorter contract, suitable for all Service & Repair jobs under $750.

Attachment-A, Description Of Work And Materials
- contract attachment describing work and materials in detail.

Attachment-B, Allowances
- contract attachment specifying allowances.

Attachment-C, Notice of 3-Day Right To Cancel
- Three-Day Right To Cancel notice and cancellation form.

Change Order
- comprehensive Change Order form. These documents attach to and modify your contract.

Change Order Log
- worksheet to keep track of all the Change Orders on a job.

Owner Consent To Subcontract
- form giving Owner consent to subcontract a portion of the job.

Subcontractor Agreement
- contract between Contractor and Subcontractor.

Project Startup Checklist
- detailed checklist for starting up a project.

Schedule Sheet
- individual scheduling for each job aspect.

Finish Schedule By Room
- details schedule for Finish items, room by room.

Daily Construction Report
- track daily items and subcontracts progress, site conditions.

Daily Equipment Report
- track daily equipment usage and rates.

Daily Material Report
- track daily materials usage, delivery, quantities, location.

Daily Work Sheet
- track all daily cost aspects of the job including conditions, employees, materials.

Notice Of Intent To Stop Work
- notice to owner and financing company of intent to Stop Work.

10-Day Stop Work Order
- statement of Stop Work.

Release Of Stop Work Notice or Notice To Withold
- document to release Stop Work and resume job.

Final Project Punchlist
- final checklist, with owner item signoffs.

Project Closeout Checklist
- detailed checklist for closing out a project.

Job Invoice
- invoice detailing work.

Lien Waiver - final payment
- Unconditional Lien Waiver on final payment for the job.

Lien Waiver - progress payment
- Unconditional Lien Waiver on partial payment for the job.

Depending on the size of the contractor's business, many other specialized forms and documents may be required for each job and daily operations. Also, local ordinances may require specific documents for each job or particular aspects of a job. But at the very minimum, this checklist will ensure the construction contractor can keep the job straight, the books straight, and the legal behind covered.

You will find all of these contractor forms, plus over 120 more fully customizable professional construction business forms and contracts, available for immediate download at Contractor City's Builders Bookshop.

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New Construction Checklist

This "New Home Construction Checklist" is made to help you through the step-by-step process of building your dream house. If you're doing this for the first time, it has to be confusing and frustrating. I've tried to simplify as much as possible.

NEW HOME CONSTRUCTION CHECKLIST

Find the right lot to build on. Check the neighborhood, as well as the proximity to transportation and town conveniences.
Get pre-approved by your lending institution. Now you know how much you can spend.
Hire an architect. Review the services included in his/her fee. Review your wish list to make sure that every item you want is indicated on the construction documents.
Anything the architect is not doing, relative to permits and building department requirements, you should start looking into what you have to do. Go to the building department and ask.
Once the architect completes construction documents, and you approve them, start the process of getting permits. Often, the contractor will do this, but it might pay for you to do it yourself.
Hire any services not included by the architect (i.e. surveyor, builder, etc.)
Select a builder, determine schedules, and finalize pricing. This might result in a few minor changes to the design or construction specifications. The builder should be familiar with the local building department requirements and should arrange for all necessary inspections by the building department.
Get your financing. Once you've finalized the plans and the costs, go to your lender with the information needed to complete the financing.
Determine what (if anything) needs to be done by you before the building starts. This could include landscaping or layout issues, or building department processes.
During construction, have weekly meetings at the site, to check progress and answer questions. Be available to the builder to answer questions between meetings. Make sure the payments are made on time (this is the grease that keeps the engine working smoothly).
Think about landscaping options (I recommend doing the bare minimum initially). If you wait a few months, you will end up with a better landscape because you will have thought about it and seen other landscapes that give you ideas.
Close the construction phase of the financing and finalize your mortgage.
Get your Certificate of Occupancy and other closing documents from the building department &/or builder.
Occupy the house and start decorating.

Best of Luck. This should be a fun process for you. Don't let it cause unnecessary stress.

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