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Contractors

Contractor Compliance & Renewal Checklist

For general contractors, HVAC, plumbing, electrical, roofing & specialty trades. General contractors, electricians, plumbers, HVAC — trade licenses, contractor bonds, workers comp, and liability policies stay current.

Download PDF checklist10 categories · 50 documents
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Construction workers in hard hats on a jobsite
What to track

Documents that expire — and need an owner.

01

Core Business & Entity Documents

  • General business license (city / county / state)
  • Business privilege license
  • Certificate of good standing
  • DBA / fictitious name registration
  • Annual state filings / reports
  • Foreign state registrations (if applicable)
02

Contractor & Trade Licenses

  • General contractor license
  • Specialty contractor license (HVAC, Plumbing, Electrical, Roofing)
  • Qualifying party license
  • Individual trade licenses
  • Continuing education (CE) certificates
03

Construction Permits & Operational Licenses

  • Construction firm license
  • Local building permits
  • Electrical permits
  • Plumbing permits
  • Temporary jobsite permits
04

Insurance, Bonds & Client Proofs

  • General liability insurance
  • Workers’ compensation insurance
  • Commercial auto insurance
  • Umbrella / excess liability
  • Builder’s risk insurance
  • Surety / license bonds
  • Certificates of insurance (COIs)
  • Additional insured endorsements
05

Safety & Jobsite Compliance

  • OSHA training certificates
  • Jobsite safety plan
  • First aid / CPR certifications
  • Equipment inspection records
  • Hazard communication (HAZCOM) plan
06

Client & Vendor Qualification

  • Vendor onboarding documents
  • Client insurance requirements
  • Compliance attestations
  • NDAs / MSAs
  • Client-mandated proof of renewals
07

Certifications & Trade Accreditations

  • Trade association memberships
  • Manufacturer certifications
  • Minority / veteran owned certifications
  • Quality or safety certifications
08

Tax, Payroll & Regulatory Filings

  • Sales tax permit
  • Payroll tax filings
  • Unemployment insurance registration
  • Business property tax filings
09

Vehicles, Equipment & Assets

  • Vehicle registrations
  • Vehicle inspections
  • DOT numbers / decals
  • Equipment licenses and calibrations
10

Digital & Technology

  • Domain registrations
  • SSL certificates
  • Software licenses
  • Cybersecurity training certificates

Stop tracking this on paper. Let DocRenew remind the right person.

Load every item from this checklist into DocRenew and get automatic email and text reminders before, on, and after each expiration.

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