Planning tools

The homeowner’s contractor checklist.

A working record for the conversations before, during and after construction.

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Verify the company

Match the business name and license number on the CSLB record to the bid.Confirm active status and classifications suitable for the work.Review the bond and workers’ compensation record; investigate any exemption.Request insurance certificates and confirm coverage with the insurer.Review disclosed complaints and disciplinary information.

Compare the proposals

Give each bidder the same written scope and drawings.Compare three written bids where practical.List allowances, exclusions and who handles permits.Ask references about communication, changes and closeout.Review a relevant portfolio without assuming photos establish ownership.

Check the contract

Identify contractor name, address, license, scope, dates and total price.Check the down payment: generally no more than 10% or $1,000, whichever is less; confirm CSLB exceptions.Tie progress payments to completed work and delivered materials.Require written and signed change orders before changed work.Review cancellation notices and applicable rights with CSLB.Understand mechanics lien notices and request appropriate lien releases.

During the work & closeout

Keep dated photos, correspondence, approvals and payment records.Track inspections before work is concealed.Record a punch list and confirm final approvals.Collect warranties, manuals, releases and permit closeout documents.

General information, not legal advice. Check the current requirement at CSLB. Save as PDF from your browser’s print destination options.

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