Workflow Templates: Contractor Management Checklist

Verify contractor's license and certifications are current

Check for adequate insurance coverage, including liability and workers' compensation

Review the contractor's safety record and OSHA compliance history

Ensure the contract clearly defines the scope of work, timelines, and payment terms

Include clauses for confidentiality, dispute resolution, and termination conditions

Obtain legal review of the contract before signing

Establish clear performance metrics and reporting procedures

Schedule regular on-site inspections to ensure quality and adherence to safety standards

Implement a process for addressing and documenting any issues or changes in scope

Confirm work completion before processing payments

Review and reconcile invoices against contract terms and completed work

Keep detailed records of all payments and correspondence for future reference

Regularly update and review contractor management policies in accordance with new laws and regulations

Ensure all permits and approvals are obtained prior to commencing work

Maintain a system for managing and storing contracts and compliance documentation

Establish a single point of contact for the contractor to streamline communication

Provide feedback to the contractor on performance and any areas for improvement

Develop a partnership approach to foster good working relationships and collaboration

Contractor Management Checklist