Contractor Question List

Use the questions that apply; skip the ones that do not. Record the answer and where it will appear in writing. Requirements vary by project and location.

Conversation record

Contractor / company

Date / attendees

Project / scope version

Next step / due date

Scope and responsibility

What exact scope did you price?
What is specifically excluded?
What assumptions support the price?
What still needs field verification?
Who provides plans and specifications?
Who coordinates subcontractors?
Who purchases owner-selected items?
Who handles protection and cleanup?

Notes / where this appears in writing

Pricing and allowances

Is this estimate, quote, bid, or proposal?
What pricing model applies?
How long is the price valid?
What taxes, delivery, and disposal are included?
Which items are allowances?
What does each allowance include?
Which items are alternates or upgrades?
What costs remain unresolved?

Notes / follow-up amounts

Existing conditions and investigation

What existing conditions concern you?
What testing or opening-up is needed?
What happens if concealed conditions differ?
Who documents pre-existing damage?
What site access is needed?
What homeowner preparations are required?

Before You RenovateClarity before pricing

Tool 03 / Page 2

Process, change, and closeout

The process around the work can matter as much as the scope. Ask how decisions and changes will move from conversation to written record.

Schedule and communication

Who is the day-to-day contact?
How often will updates be provided?
What is the anticipated start window?
What duration is currently expected?
What can affect the schedule?
How are delays communicated?
What are typical work hours?
How will the occupied home be protected?

Changes and payment

Who can request or approve a change?
What must a change order show?
Is approval required before changed work?
How are markups and added time shown?
What payment schedule is proposed?
What documentation accompanies payment?
How are disputed or incomplete items handled?
What conditions precede final payment?

Questions for a qualified attorney or financial advisor

Completion and records

How is substantial completion defined?
How will the punch list be created?
Who confirms punch-list completion?
Which inspections or approvals apply?
What warranties are provided in writing?
How is warranty service requested?
Which manuals and records are delivered?
Will final selections / finish data be recorded?

Qualifications to verify separately

Identity and legal business name
Current license where required
Insurance directly with the issuer
Relevant project references
Who will perform the work
Permit and inspection responsibilities