Manifestly: A Checklist App for Teams

Contractor Management Checklist

Vendor Qualification

Verify trade license in operating state

Collect the W-9 and tax classification

Request COI naming the property as additional insured

Confirm workers' comp and GL coverage limits

Scope and Bid Solicitation

Draft the scope of work

Collect competitive bids from approved vendors

Classify the work as repair or capital improvement

Obtain owner approval for capital improvements

Contract Execution

Negotiate payment schedule and lien waiver terms

Route the contract through legal review

Pull required permits before work begins

On-Site Performance Monitoring

Hold the kickoff walk-through with the contractor

Conduct mid-job site inspection

Document change orders in writing

Completion and Payment

Walk the punch list with the contractor

Re-inspect after punch list items resolve

Collect the final unconditional lien waiver

Reconcile the invoice against contract terms

Vendor Records and Relationship

File the 1099 record for year-end

Update the vendor scorecard

Set the annual COI renewal reminder

Free Checklist Templates for Vendor Management