Press Cmd/Ctrl + P and choose “Save as PDF”. Prefer a spreadsheet?
Not a legal document and not legal advice. Home improvement contracts are regulated differently in every state. Have a lawyer in your state review your agreement before you use it.
| Settled in writing? | |
|---|---|
| ☐ | Parties, licence number, property address and the contract sum |
| ☐ | Schedule of values: every line with its contract value, attached and signed |
| ☐ | Draw schedule: what triggers each payment and what documentation accompanies it |
| ☐ | Retainage percentage, and the specific condition that releases it |
| ☐ | Lien waivers: conditional on submission, unconditional on funds clearing |
| ☐ | Subcontractor waivers collected before each draw is released |
| ☐ | Change orders: written, priced, signed before work — no verbal authority |
| ☐ | Allowances, each with its amount and how over/under is reconciled |
| ☐ | Substantial completion defined, and the punch list process with an end date |
| ☐ | Delay terms: excusable causes, notice requirements, and any liquidated damages |
Checklist from bidwand.com.