Gen. Contr. Guidelines

GENERAL

CONTRACTORS

GUIDELINES

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THE INFORMATION IN THS

BOOK ARE SAMPLES USED IN

EVERYDAY CONTRACTING

ACROSS THE U.S.A.

THEY MAY VARY SLIGHTLY

FROM STATE TO STATE.

CHECK TO SEE IF THESE ARE

APPLICABLE TO YOUR

STATE FOR COMPARISON.

THIS BOOK AND IT’S CONTENTS ARE PROTECTED THROUGH COPYRIGHTED LAWS.

COPYRIGHT 2001 BY PETE YOUNGS

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Table of Contents HIRING A CONTRACTOR/REMODELER................................................................................. 1

Introduction................................................................................................................................. 1 HIRING A CONTRACTOR/REMODELER................................................................................. 2

Contractor License ...................................................................................................................... 2 HIRING A CONTRACTOR/REMODELER................................................................................. 3

Insurance ..................................................................................................................................... 3 HIRING A CONTRACTOR/REMODELER................................................................................. 4

Sample Hiring Checklist ............................................................................................................. 4 THE REMODELING CONTRACT............................................................................................... 5

Red Flags .................................................................................................................................... 7 GENERAL CONTRACTOR AGREEMENT ................................................................................ 8

General Release Of Liability .................................................................................................... 10 Waiver And Release ................................................................................................................. 11

THE REMODELING CONTRACT............................................................................................. 12 Lien Release.............................................................................................................................. 12

THE REMODELING CONTRACT............................................................................................. 13 Sample Conditional Lien Release............................................................................................. 13

THE REMODELING CONTRACT............................................................................................. 14 Sample Unconditional Lien Release......................................................................................... 14 Unconditional Waiver and Release Upon Progress Payment ................................................... 14

THE REMODELING CONTRACT............................................................................................. 15 Change Order or Extra Work Order.......................................................................................... 15

THE REMODELING CONTRACT............................................................................................. 16 Sample Change Order or Extra Work Order Form................................................................... 16

JOBSITE PROGRESS.................................................................................................................. 17 Points to Ponder ........................................................................................................................ 17 Project Schedule........................................................................................................................ 18

JOBSITE PROGRESS.................................................................................................................. 19 Communications ....................................................................................................................... 19 Sample Communications Sheet ................................................................................................ 20

JOBSITE PROGRESS.................................................................................................................. 21 Punchlist.................................................................................................................................... 21 Sample Punchlist Inspection List.............................................................................................. 22 Sample Pre-completion Punchlist Form ................................................................................... 25

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HIRING A CONTRACTOR/REMODELER

Introduction Hiring a contractor is much like accepting a new member into your family. For the next few weeks or months, you will be spending a lot of time with this person and/or crew in your home. Spend time now qualifying the contractor’s capability and developing a relationship to ensure communication can be reached with this person. You might want to consider family or marriage counseling at first – but this will not be included in the cost of the contract (JUST KIDDING!). Always interview as many contractors as possible (a minimum of three is recommended). You will also want to get bids from several contractors. Make sure each contractor is clear on what you want to do. Compare the bids to your instructions. We will now review some helpful tips and follow up with a Hiring checklist. Check the contractor’s references from people they have worked for in the past. The three most important references a contractor can provide are two of the most recent clients for whom the contractor has preformed work and a current client. We ask that you get a fourth, one client that the contractor had to return to correct a mistake or complaint. The questions below may help you evaluate your potential Contractor.

• Was the job started on schedule?

• Was the job finished on schedule?

• Were there any surprises during the span of the job?

• Was the job completed for the pre-determined price or bid?

• If there were changes from the contract, how were they handled?

• Did you find it easy to communicate with the contractor and did he stay in touch and

keep you informed of the process?

• If you had to do this work over again, would you hire the same contractor?

As time goes on you will discover additional questions that might be included in hiring a new contractor, as some will not do work out of their preferred area.

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Contractor License Any reputable contractor will have no problem obliging you with this request. California contractors are required by law to hold a license from the Contractors State License Board (CLSB) for all work that exceeds $299.00 in cost. This will vary State to State, be sure to check what your State will require. Contractors that install only one improvement (e.g. plumbing) must hold that particular specialty license (this is a “C” license). If three or more specialty improvements are going to be needed (e.g. electrical plumbing, roofing) the work must be performed by a contractor who holds a general building contractors license (B1 license). Ask your potential contractors to provide you with their California Contractors State License Identification card (comparable to a plastic credit card with name and license clearly shown). It is always a good idea to verify the name and license number with the (CSLB). It is important to make sure that any license presented to you is valid, and it belongs to the person with whom you are speaking. Any work valued at or exceeding $299.00 must be performed by a licensed contractor. Furthermore, any work valued at or more than $500.00 must have a written contract. Avoid scams by checking the contractor’s license number with the CSLB automated verification number at 800-321-2752. Also checking references help avoid scams. It is also important to remember a contractor cannot loan their license to any third parties for the purpose of performing work.

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Insurance Make sure that the Contractor you choose has appropriate insurance coverage. The contractor should have 2 types of insurance in order to protect you while they are performing the work.

• General Liability Insurance – Covers any accidental damage or injury that might occur on

your property during the process of completing the work.

• Workers Compensation Insurance – Covers any possible work related injuries at the job

site (your property). California requires all employers, except sole contractors, to have

this type of insurance. Check with your State requirements.

When working with “Sole Contractors” there may be specific rules which apply for your protection. Check with your State. In California you may get these rules by contacting the CSLB or the League of California Homeowners.

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Sample Hiring Checklist

Checklist Task Complete 1. Locate at least three Contractors to interview

2. Conduct Interviews

3. Submit your request for Bids and Proposals to 2 or 3 Contractors

4. Evaluate the Bids and Proposals

5. Check references of the Contractor that most appeal to you

6. Check the Contractors License (varies State to State) Verify the Contractor has the correct licenses

7. Verify Insurance coverage of the Contractor (might have to be in writing to the Insurance Agent)

8. Make your preferred selection based on fact and appeal

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THE REMODELING CONTRACT

Only a written contract protects both the Homeowner and the Contractor. Therefore, your Contractor should put in all agreements and any oral arrangements made during the negotiations in writing on the contract. This is the most important item that will hold the project together and ensures all parties are in agreement of the scope and final vision of the project. It it is not in the contract it does not in the eyes of the court exist. Make sure all parties initial all pages of the final and set contract. Here is a list of specific things to look for in the contract before signing:

• The Contract should include the contractor’s name, address, telephone and license number.

• The contract should have a time frame. Include approximate start and a substantial completion date.

• Never under any circumstances sign a blank or partially blank contract. Both you and the contractor are bound by what is in writing on the contract. Do not leave blanks to be filled out later or with the phase TBD. Read it carefully and thoroughly before signing. If you have questions or unclear of wording, have it explained to your satisfaction before signing. Make sure all of the financial terms have been agreed upon and that they are clearly written. Once you have signed – MAKE A COPY FOR YOURSELF and keep it for your records.

• Make sure all financial terms are spelled out in the contract and both you and the

contractor are clear on them. The total price, payment schedule and any cancellation penalty should be clear. Have an understanding how the Contractor will invoice you. Note: You should expect to pay 1/3 of the total contract as a down payment. Payments after should be determined prior to the signing of the contract. Either weekly, monthly or at set completion stages.

• Contract should specify all materials to be used, quality, color, weight, size, brand name and quality. Only a written contract protects both the Homeowner and the Contractor. Therefore, your Contractor should put in all agreements and any oral arrangements made during the negotiations in writing on the contract. This is the most important item that will hold the project together and ensures all parties are in agreement of the scope and final vision of the project. It is not in the contract it does not in the eyes of the court exist. Make sure all parties initial all pages of the final and set contract.

• Never under any circumstances sign a blank or partially blank contract. Both you and the

contractor are bound by what is in writing on the contract. Do not leave blanks to be filled out later. For example, the contract should say “install oak kitchen cabinets manufactured by AAA, Inc. according to plan, “ not just “install kitchen cabinets”.

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• If a warranty is offered, get it in writing and read it carefully. A warranty must state whether it is limited (meaning repairs, replacements, or refunds are limited in some way), or full (one that will repair or replace the product or refund your money within a certain time period). The warranty should spell out all terms and conditions in a way that you can understand them. It should specifically say by name whom will honor the warranty – the contractor, the dealer or the manufacturer. The warranty must include the name and address of the party offering it and the duration of coverage. Warranties for products such as appliances or cabinets are passed through the manufactures.

Your Contract should include everything you think is important. Some items that may seem miniscule now may become a hurdle later. The list below may have some items that you might want to think of including:

• Complete clean up and removal of debris and materials • Any special request such as saving lumber (for firewood) and unneeded material or old

appliances and fixtures (to reuse).

• Any special instructions regarding pets, children, areas where materials may be stored, or landscaping to be temporarily moved.

• Security – who gets keys or access codes and what means of security will be taken when

a wall might be knocked down. Federal law requires a contractor to give homeowners written notice of their rights to, without penalty, cancel a contract within three business days of signing it, provided was solicited at some place other than the contractor’s place of business or appropriate trade premises – the homeowners residence, for instance. This is your Right of Rescission. The contract should include procedures for handling change orders during the course of the project. A binding arbitration clause is also a good inclusion in the event a disagreement occurs. Arbitration enables both parties to resolve disputes more quickly and effectively with out costly litigation. Request a contractor’s Affidavit of Final Release be provided to you at the time you make the final payment, or obtain final lien waivers from all subcontractors and suppliers. These are your assurances that you will not be liable for any third-party claims for nonpayment of materials or subcontractors.

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Red Flags The items below are RED Flags that a Contractor might not be someone you want to deal with

• You cannot verify the name, address and telephone number or credentials of a contract. • The salesperson tries “high-pressure” to have you sign a contract by using scare tactics,

intimidation or threats. (Remember you have 3 days to cancel a contract). The salesperson tells you this is a special price available today only if you sign.

• The contractor does not comply with your request for references, or the references have some reservations about a job the contractor did.

• You are unable to verify that the contractor is licensed or insured and the law requires such.

• Beware of anyone who tells you that the Federal Housing Administration or any other government agency approves or endorses a remodeler’s work

• You are asked to pay for the entire job in advance or to pay cash to a salesperson instead of using a check, credit card or money order to the company itself

• You are asked to sign a completion certificate for the job before it is properly and fully completed.

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GENERAL CONTRACTOR AGREEMENT

This agreement is made on this ________ day of _____________ 200__ The parties to this agreement are as follows: CONTRACTOR: Name:________________________________ Address ____________________________________ Phone:_________________________ Contractor Lic. #_________________________ OWNER: Name: ______________________________________________________________________ 1. Work Site. The work and services will be preformed at the following location:

12345 Rental Road, Hometown, CA 11111 2. Scope of Work. The work to be preformed is to contract a redwood deck along the south side of the residence, according to the drawing attached to this contract as Exhibit A. The Contractor will furnish all of the materials and perform all acts required to complete such described work. 3. Workmanship Permits. All materials are guaranteed to be as specified and as warranted by the manufacturer. All work will be completed in a workmanlike manner according to standard industry practices. The materials and work will comply with applicable building codes and ordinances. The Contractor will obtain the necessary permits and sanctions of the proper authorities with respect to the work which will be preformed. 4. Architect. The construction shall be under the direction of, and in the accordance with the drawings and specifications prepared by the following Architect:

Deck R Designers 1010 Decker Rd, Hometown, CA 22222

5. Time of Completion. The Work to be preformed under this Agreement shall be started by March 3, 2005, and shall be substantially completed by March 23, 2005, except that the time of completion is contingent upon strikes, accidents, performance of subcontractors, availability of materials and other delays beyond the contractor’s reasonable control. 6. Contract Price and Payment. Owner will pay Contractor for the satisfactory completion of the Work the sum of $__________ for the entire project. The payment reference herein shall be paid in the following manner: twenty percent down payment, with one half of the remaining balance paid when rough framing is finished, and the balance upon receipt of building inspector’s approval of the project.

Note: Failure to make payments as provided above may result in Contractor having an enforceable claim against the property in accordance with applicable laws.

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7. Change Orders. Any alteration or deviation from the drawing and specifications involving extra cost will be undertaken only upon written order of Owner, and will become an additional charge and may extend the time of completion 8. Subcontractors. The Contractor may engage Subcontractors to perform Work, provided that the Contractor will continue to be responsible for the performance of all Work under this Agreement. 9. Insurance. The Contractor will maintain, and, if applicable, require Subcontractors to maintain, the following insurance coverage: Workers Compensation Insurance according to applicable state laws Contractor Liability Insurance in a sum of not less than $500,000. 10. Disputes. If there is any question about the meaning of the drawings and specifications, it shall be decided by the Architect, whose decision will be final. Any controversy of claim arising out of or relating to this Agreement (including the above questions if there is no Architect), or the breach thereof, shall be settled by arbitration in accordance with the Rules of America Arbitration Association, and judgment upon the reward rendered by the Arbitration(s) may be entered in any court having jurisdiction thereof. 11. Additional Terms. Contractor will remove and replace any fencing and gates necessary to bring in equipment and materials, at no additional cost. 12. Miscellaneous.

a) This Contract is binding on all parties who lawfully succeed to the rights or take the place of the Owner or Contractor. This Contract may not be assigned by either party without consent of the other. b) If any legal action or proceeding, including any arbitration of dispute, arising out of, or relating to, this Contractor Agreement is brought by either party, the prevailing party as determined by the Court of Arbitrator, shall be entitled to receive from the non-prevailing party, in addition to any other relief that may be granted, reasonable attorney’s fees, costs and expenses incurred in the action or proceeding by the prevailing party. c) This Contract will be interpreted under the laws of the State in which the work is to be preformed THE PARTIES HAVE READ THE CONTRACT. THEY HAVE RECEIVED A COMPLETELY FILLED-IN COPY AND ACKNOWLEDGE RECEIPT OF COPIES OF THE DRAWINGS AND SPECIFICATIONS, IF ANY. THE PARTIES HAVE SIGNED THE CONTRACT AS OF THE DATE WRITTEN ABOVE. OWNER:

_________________________________________ Date ________________________ John Doe

CONTRACTOR:

_________________________________________ Date ________________________ for ABC Homebuilders, Inc.

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General Release Of Liability

BE IT KNOWN, that __________________________, (herinafter referred to as the “Releasor”). For and in consideration of the release from liability of real property, including from all rents, leins, debts, and payments, regarding said property located at __________________________, and other valuable considerations received from or on behalf of ________________________, (hereinafter referred to as “Releasee”), the receipt of which is hereby acknowledged, does hereby remise, release, aquit, satisfy, and forever discharge the said Releasee, of and from all manner ofactions, causes of actions, suits, debts, covenants, contracts, controversies, agreements, promises, claims, and demands whatsoever, which said Releasor ever had, now has, or which any personal representative, successor, heir or assign of said Releasor, hereafter can, shall or may have, against Releasee, by reson of any matter, cause or thing whatsoever, from the beginning of time to the date of this. IN WITNESS WHEREOF, the said Releasor has hereunto set hand and seal this _____ day of ___________, 20__ Signed, sealed and delivered in the presence of: “Releasor” _________________________________________________________ STATE OF _____________________ COUNTY OF ____________________ I HEREBY CERTIFY that on this day, before me, an officer duly authorized in the Stare aforesaid and in the County aforesaid, to take acknowledgements, personally appeared ______________________ to me known to be the person described in and who executed the foregoing instrument and acknowledged before me that it was executed for the purposes set out therein _________________________________________________ My Commission Expires __________________________

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Waiver And Release

I, ____________________________, HEREBY WAIVE AND RELEASE Martial Arty Academy, Inc. from liability pertaining to the matters set forth below/ I understand that by signing the Waiver and Release, I expressly and willingly agree to assume complete responsibility for any risk of injury that may arise from the below related activity. On behalf of myself, my heirs, assigns and next of kin, I waive all claims for damages, injuries and death sustained to me or my property, that I may have against the abovenamed Released Party relating to such activity. I understand that the activities that I will participate in are inherently dangerous and may cause serious injuries, including bodily injury, damage to personal property and/or death. By this waiver, I assume any risk, and take full responsibility and wave any and all claims of personal injury, including sever including bodily injury, damage to personal property and death relating to all activities associated with the Martial Arts Academy, Inc., including but not limited to receiving lessons at the facility, using the facility and its equipment, practicing and engaging in martial arts activities, and related activities on and off the Academy premises. If I am injured from said activity, I will not hold Released Party responsible even if the injuries were caused by negligence on my part or the Released Party, or any other party under or affiliated with the abovenamed Released Party. I do not have any physical limitations, medical ailments, physical or mental disabilities that would limit or prevent me from participating in the abovementioned activity, and, if required will obtain a medical examination and clearance. I HAVE READ AND FULLY AGREE TO THE TERMS OF THIS WAIVER AND RELEASE. I UNDERSTAND AND CONFIRM THAT BY SIGNING THIS WAIVER AND RELEASE I HAVE GIVEN UP CONSIDERABLE FUTE LEGAL RIGHTS. I HAVE SIGNED THIS WAIVER FREELY, VOLUNTARILY, UNDER NO DURESS OR THREAT OF DURESS, WITHOUT INDUCEMENT, PROMISE OR GUARANTEE BEING COMMUNICATED TO ME. MY SIGNATURE IS PROOF OG INTENTION TO EXECUTE A COMPLETE AND UNCONDITIONAL WAIVER AND RELEASE OF ALL LIABILITY TO THE FULL EXTENT OF THE LAW. I AM 18 YEARS OF AGE OR OLDER AND MENTALLY COMPETENT TO ENTER GRANT OF THIS WAIVER ____________________________________________________________ Name _________________________ Date

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Lien Release

For a large remodeling job that involves many subcontractors and a substantial financial commitment, you should protect yourself from liens against your home in the event a remodeler does not pay subcontractors or suppliers. Depending on the local laws, you should always add a clause to your contract requiring the remodeler, subcontractors and suppliers to furnish a “waiver of mechanics lien” upon making your final payment The following forms in the next few pages are examples of a Conditional Waiver and Release Upon Final Payment and an Unconditional Waiver and Release Upon Progress Payment.

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THE REMODELING CONTRACT Sample Conditional Lien Release

California Civil Code Section 3262 (d) (3) Upon receipt by the undersigned of a check from: ____________________________________________ (Maker of Check) In the sum of $ _____________________________________________________ payable to (Amount of Check) _________________________________________________And when the check has been (Payee or Payees of Check) Properly endorsed and has been paid by the bank upon which it is drawn, this document shall become effective to release any mechanic’s lien, stop notice, or bond right the undersigned has on the job of ____________________________________________________ Located at (Owner) _________________________________________________________________________ (Job Description) This release covers the final payment to the undersigned for all labor, services, equipment or material furnished on the job, except for disputed claims for additional work in the amount of $_______________ Before any recipient of this document relies on it, the party should verify evidence of payment to the undersigned Dated ________________ ______________________________________________ (Company Name) By ______________________________________________ (Signature) _______________________________________________ (Title) NOTE: CIVIL CODE 3262 (D) (3) PROVIDES: Where the claimant is required to execute a waiver and release in exchange for, or in order to induce the payment of a final payment and the claimant is not, in fact, paid in the exchange for the waiver and release or a single payee check or joint payee check is given in exchange for the waiver and release, the waiver and release shall follow substantially for the form set forth above

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Sample Unconditional Lien Release

Unconditional Waiver and Release Upon Progress Payment California Civil Code Section 3262 (d) (2) The undersigned has been paid and has received a progress payment in the sum of $ ______________________ (Amount of Check) For labor services, equipment or material furnished to ________________________________________________________________________ (Your Customer) On the job of ____________________________________________________ Located at (Owner) _________________________________________________________________________ (Job Description) And does hereby release pro tanto any mechanic’s lien, stop notice or bond right that the undersigned has on the above reference job to the following extent. This release covers a progress payment for labor, services, equipment or material furnished To ___________________________________________________ (Your Customer) through_____________ only and does not cover any retention or items furnished after that date. (Date) Dated ________________ ______________________________________________ (Company Name) By ______________________________________________ (Signature) _______________________________________________ (Title) NOTE: CIVIL CODE 3262 (d) (3) PROVIDES: Where the claimant is required to execute a waiver and release in exchange for, or in order to induce the payment of a final payment and the claimant is not, in fact, paid in the exchange for the waiver and release or a single payee check or joint payee check is given in exchange for the waiver and release, the waiver and release shall follow substantially for the form set forth above

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THE REMODELING CONTRACT Change Order or Extra Work Order

A written change order will protect both you and the contractor from any misunderstandings. Any time during construction that the project changes, an amendment to the contract will be initiated. A change order is very common and usually emanates one of the three sources:

• The homeowner has changed his mind about a design or material • The Contractor makes a recommendation to change the design • An unexpected event has taken place such as more extensive damage or code violation

When making and amendment to the original contract via a Change Order or Extra Work Order be sure to follow these guidelines

• Before new work begins, make sure all changes to the project are made in writing and signed by the Contractor and Homeowner

• Change Orders should be priced prior to acceptance – many will change the overall budget

• Ask your Contractor how this may impact the original schedule • Both parties should keep signed copies of the Change Order in their files

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THE REMODELING CONTRACT Sample Change Order or Extra Work Order Form

EXTRA WORK ORDER

PROPOSAL FROM PROJECT: _____________________________________ _________________________________ (Contractor’s Name) (Name)

_________________________________________ ______________________________________ (Contractor’s address) (Address)

_________________________________________ ______________________________________ (City, State Zip) (City, State Zip)

TO: ___________________________________________ (Owner’s Name) ___________________________________ _______________________________________ (Owner’s Address) (City, State Zip)

Changes _______________________________________________________________________________________________

______________________________________________________________________________________________________

paid the cost of the extra work (as defined above) plus ________% overhead Plus __________% profit ____________ COST PLUS FIXED FEE: The price to be paid for extra work will as

defined above will be a fixed fee of $____________________________ or ___________ IN ACCORDANCE WITH BASIC CONTRACT: The price to be paid for

performing the extra work shall be determined in accordance with the provisions of our basic contract

TIME FOR PAYMENT WILL BE: (Initial one only) ___________ PRIOR TO THE START OF EXTRA WORK: Extra work to be done

when payment is actually received by contractor ___________ UPON COMPLETEION OF EXTRA WORK: Payment will be made in

full when extra work has been satisfactorily completed ___________ PROGRESSIVELY: Payments will be made as the work is done and will

be made concurrently with payment schedule _____________________________ __________________________________ (Business Name) (Owners Name) _____________________________ __________________________________ (Contractor’s Signature) (Owners Signature)

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JOBSITE PROGRESS

Points to Ponder Assuming we have now signed our contract and are finally ready to get our hands dirty and begin the project. Just how does the Contractor know what comes next – Better yet how do you? There are a few management tools we have prepared to help you along the way. These have to do with the schedule of the project, communications and the punchlist

JOBSITE PROGRESS

How long does your Remodeler anticipate the job taking? How will you know how long the change orders will take? You should ask for a written schedule similar to the sample provided on the next page, and then arrange regular weekly meetings with your contractor to review progress, update the schedule and discuss any other issues. The Sample schedule keeps track of the major milestones for 31 calendar days. This schedule can be modified to show detailed task under major headings and additional calendar days.

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Project Schedule

PROJECT SCHEDULE MONTH _______________Milestone/Task 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Plan/Permits

Tear-out/DemolitionExcavation

Concrete

Masonry

Floor FramingRoof Framing

Roof Covering

Exter. Trim, PorchDeck

Siding

Doors and Trim

Windows and TrimPlumbing

Heating/Cooling

ElectricalInsulation

Inter.Wall Covering

Ceiling Covering

Interior TrimCabinets, Appliances

Specialties

Floor CoveringClean-Up

LEGEND Scheduled Start Date:____/____/________ Scheduled Finish Date:____/____/________

Actual Start Date: ____/____/________ Actual Finish Date: ____/____/________

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JOBSITE PROGRESS Communications

Designate and on-site Communications Area where you and your Contractor can relay information regarding the progress of the project. A Communications sheet can be used such as the example provided. Additional Communications tools such as e-mail can be used by the Contractor and Homeowner. It’s important to know how the construction company you’ve hired works internally.

• Who is your contact on the job and in the office? • Whom do you talk to first about changes or concerns?

• Are there other office or cell numbers you should know?

• Who will handle the temporary plastic that blows off the windows in a storm or who is

the contact for the electric connection if it keeps blowing fuses?

• What are their general working hours? Ask about the contractor, crew and the subcontractors working hours. Are they 7 to 4 Monday through Friday? Do they work weekends in case they can not work during the week?

• Any Communication that provides you with an understanding of what to expect can be

helpful

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JOBSITE PROGRESS Sample Communications Sheet

Job:________________________________ On Site Communications

DATE:

Milestone:

NOTES:

Homeowner

Contact:

Contractor

Contact:

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JOBSITE PROGRESS

Punchlist The Homeowner and the Contractor near the end of the remodeling project use a punchlist. Together, the Homeowner and Contractor make a walk-through list of items inspected that are not complete. The items on the list need to be completed as noted on the Punchlist for the Contractor and crews to be finished. This is an important step to that must be done to protect the homeowner. It gives the Homeowner the opportunity to see if he has the results he expects. If the Homeowner makes changes rather than just corrections a Extra Work Order might be needed. MAKE SURE TO HOLD BACK 10%-20% until the Project is 100% complete.

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JOBSITE PROGRESS Sample Punchlist Inspection List

FINAL INSPECTION BEFORE PUNCHLIST

INSPECTION Acceptable Not complete

ELECTRIC

All outlets and switches work, plates are straight and level

Check for backcharge if drywall or plaster was damages

All outlet plates installed tight to walls

Panel labeled for new circuits

All lights have bulbs

Batteries in smoke detectors to assure working condition

Final Inspection Completed

PLUMBING

All fixtures work, no chips in ceramic or tile

Check for water damage to walls

Fixtures secure on walls or doors

Ice maker connected, air gap for dishwasher installed

Caulking is acceptable

Aerators and escutcheon plates are installed

Gas connections work properly

Disposal installed correctly and works properly

Drains clear and working

Water pressure adequate

Toilets acceptable and working properly. Tight to floor


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HVAC

Diffusers are installed and working, return grill installed

System is operable, thermostat properly installed

Condensation line for A/C installed

Flue is installed

Humidifier installed, proper sizing


CARPENTRY

Trim installed properly; enough screws

Counter tip screwed down

Built-in units complete and acceptable

All finish hardware, special items installed and working

Door stops, strikes locks and knobs correct

Window locks, fireplace units, and other accessories correct

Decks completed correct and structurally sound

Exterior weather-tight, flashing, caulk, weather strips

Door hinged on correct side, smooth movements

Shelves, closet poles installed and level

Properly sanded, smooth, ready for paint

New roof installation checked, flashing installed properly

Downspouts, splashblocks, soffit vents installed

Fans working


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FINISH FLOOR

Grout cleaned from tile

Mastic cleaned from sheet goods or VAT

Flash-patch for carpet

Thresholds installed as needed

Shoe molding, vinyl cove installed

Check for stains on carpet

Check for puncture hole in vinyl


GENERAL

Cleaned as agreed, vacuumed or swept free of dirt and debris

Windows, newly installed glass cleaned, screens installed

Trash removed per agreement

Countertops cleaned

All subs have cleaned up and removed their debris

Yard restored, fences replaced, landscaping corrected


Comments_____________________________________________________________________ _____________________________________________________________________________ ____________________________________ ___________________ (Signature Home Owner) Date ____________________________________ ____________________ (Signature Contractor) Date

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Jobsite Progress Sample Pre-completion Punchlist Form

SAMPLE PRE-COMPLETION PUNCHLIST FORM

WEE BEE CONTRACTORS 123 Nail Dr.

Anytown, GA 11111 Quality Control Pre-Completion Punchlist Sheet _____ of _____ Owner______________________________ Job Location Address_____________________________ ________________________________ City, State, Zip________________________ ________________________________ Telephone____________________________ Job No._________ Date___________ _ List of items to be completed prior to final payment of $__________________________ Amount to be retained in escrow pending completed of above items $__________________________ It is agreed that when the list of items, if completed, approval for final payment will be authorized. Any omitted or defective items noted after final payment will be covered by Builder’s Warranty. ____________________________________ _____________________________________ Submitted by Inspector Date Owner Date __________________________________________ ____________________________________________ Contractor Date Owner Date

Gen. Contr. Guidelines

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