THE SUB AGREEMENT CHECKLIST — what goes on paper before a crew rolls

Sub company: _____________________________  Date: _______________
Sat down with: ___________________________  (his owner, not a lead)

PAPER 1 — SIGNED ONCE (the relationship)
  [ ] Legal company name and address, and his W-9 on file
      (EIN, or SSN if he's a one-man shop)
  [ ] License number where your state requires one: ______________
  [ ] What he is responsible for, written in plain words
  [ ] Workmanship warranty: ______ years, and who takes the
      homeowner's call when it leaks
  [ ] Redo work: he gets the first call back, within ______ days
  [ ] What it costs him if our crew fixes it instead
  [ ] Pay day: every ______   Invoice cut-off: ______
      (miss the cut-off, you're on the next pay day)
  [ ] Nothing extra gets done without a price in writing first
  [ ] Lien waiver traded for payment? [ ] yes [ ] no  (your state
      decides the form — ask yours)
  [ ] Insurance certificates on file and current (the gate)
  [ ] Signed, both owners      Copy handed to him: [ ]

PAPER 2 — EVERY JOB (this roof)
  [ ] Address: _________________________________________________
  [ ] Scope: ______ squares, ______ layers off
  [ ] Deck: __________________  Repair pays: $______ per sheet
  [ ] Spec by name: underlayment, ice-and-water, ridge, nails
  [ ] The number: $__________   [ ] per square   [ ] lump sum
  [ ] Per layer: $______ first layer, $______ each one after
  [ ] Start: ________  Finish: ________  Weather days: ________
  [ ] Who inspects and when: ___________________________________
  [ ] Last payment waits on the last checkpoint passing
  [ ] Photos he owes us at each checkpoint — invoice not payable
      without them
  [ ] He supplies: _____________________________________________
  [ ] We supply: _______________________________________________
  [ ] Dump, staging, port-a-john, magnet sweep — whose? ________
  [ ] Priced and signed by his company before the first bundle
      goes up (a lead may sign only that he received it)