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Contractor Compliance Checklist
Select the sections you need, then download a print-ready PDF to use when onboarding contractors.
What's included in each section
Each section contains specific checklist items to verify before approving a contractor.
Insurance
- General Liability Insurance (min. $1,000,000 per occurrence)
- Workers' Compensation Insurance
- Commercial Auto Insurance (if vehicles used on property)
- + 2 more items
Business & Legal Entity
- Valid Business License (city/county/state as required)
- Business Entity Registration (LLC, Corporation, etc.)
- Articles of Incorporation or Certificate of Formation
- + 1 more items
Tax Documents
- Completed and signed W-9 Form on file
- EIN (Employer Identification Number) provided
- State tax registration number (if applicable)
Professional Licenses
- State contractor license (current and active)
- Trade-specific license (plumbing, electrical, HVAC, roofing, etc.)
- License number and expiration date on file
- + 1 more items
Safety & Training
- OSHA 10-hour or OSHA 30-hour certification
- Safety training records current (within last 12 months)
- Written drug and alcohol testing policy in place
- + 1 more items
Background Check & References
- Criminal background check completed for owner/key staff
- Reference check completed (minimum 3 professional references)
- Verified prior experience with similar HOA or residential projects
- + 1 more items
Contracts & Agreements
- Signed Service Agreement / Master Contract
- Hold Harmless / Indemnification Agreement signed
- Scope of Work clearly defined and attached
- + 1 more items
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