What Forms Should I Use In Planning My Remodel? **
Many experts and advisors suggest the use of certain forms in planning a remodel, selecting a contractor, developing a contract, and implementing a remodeling plan. Most of the forms are suggested as a matter of convenience because they help you keep information organized. Some forms also help you ensure consistency in requesting quotes, making changes from a signed contract, or gathering information.
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Various publications include helpful worksheets to help you organize various aspects of home remodeling. You can compare and see which seem most suited to your needs. At www.remodelestimates.com, we recommend the following.
Contract Record Table – a chart of all of the contractors you will research and/or interview, it contains all contact information about a contractor. It enables you to keep this information handy and have a quick point of reference as you begin to interview contractors.
Contractor Interview Checklist – a list of questions you will ask each contractor you decide to interview, with spaces to write down answers to questions, license numbers, etc. Use of a contractor interview checklist ensures that you are consistent in the questions you ask each contractor you interview and that you can quickly and conveniently make notes for later reference.
Request for Quote Form – this form is a list of specifications and materials with as much specific information as possible that you will give to each contractor you interview when you ask for a quote or estimate on the job. Using a request for quote form ensures that every contractor is bidding on exactly the same job.
Contractor Reference Interview Script/Checklist – a list of questions you want to ask of references given by various contractors. This list will help you stay on track during the interview and ask everything you want to ask. It can also provide a convenient way to make notes during the interview and note impressions.
Quote Comparison Form – a chart that allows you to compare the quotes given by the various contractors. You will need spaces to compare price, type of quote and other defining or qualifying information.
Contractor Comparison Chart – this chart will help you gather all of your impressions, notes, quotes and other information about the contractors you interview. This will make it easy for you to see the comparison on points that are important to you.
Permits and Inspections Checklist – this is a graphic image you can use to ensure that your contractor has purchased all appropriate permits and scheduled all necessary inspections. It will also tell you at a glance whether inspections have been completed.
Change order – a simple document in which all changes from the terms, materials, fixtures, etc. stated in the contract are agreed upon by the contractor and the homeowner. The document will state the type of change, the reason for the change, the additional cost of the change and will include a place for the signature or initials and date of the homeowner and the contractor. This can avoid many disagreements later.
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