Tender of Assignment to Insurance Company

Insurance companies are often unaware that their insureds have assigned the rights to insurance proceeds to their contractors.  The “Tender of Assignment to Insurance Company” is a form letter to send to all property insurance companies that cover or may cover a loss you have been hired to address.  The purpose is to direct special attention to the assignment of claim and direction of payment.  Buy.

Refusal Confirmation Letter

The Refusal Confirmation Letter is designed to release the contractor from liability where the contractor is prevented from performing the project in the manner the contractor deems necessary.  For example, if an adjuster or customer asks the contractor to remove drying equipment before the structure is dry, this form puts the customer on formal notice of the potential ramifications of incomplete drying.  It also asks the customer to waive any claims for damage that could result from the refusal.  Buy.

Customer’s Certificate of Completion and Satisfaction

The Customer’s Certification of Completion and Satisfaction is for use at the conclusion of the final walk-through of all projects, residential or otherwise.  Although it is not required by law, it is short and simple but very powerful.  It provides an opportunity for the parties to discuss any outstanding issues.  These Certificates have meant the difference between victory and defeat in legal actions involving cleaning and restoration companies.  Although the Certificate does not constitute a waiver of claims for latent (hidden) defects, it prevents customers from claiming they were dissatisfied with the work, at least as of the date they signed the Certificate.  The Certificate can also help discourage an insurance adjuster from claiming deficiencies in the work. Buy.

Contents Disposal Authorization

The Contents Disposal Authorization is to be used when contents on a project need to be disposed, and is an important part of project documentation.  It should be accompanied by proper photo-documentation.  It is not a substitute for good verbal communications and agreement with the customer and adjuster about the restoration and salvage of the property. Buy.

Change Order

The Change Order form is used to memorialize any change in scope, price, completion date or legal terms. Making liberal use of change orders shows refinement and professionalism, and creates a paper trail of any changes requested during a project. This form complies with California’s requirements for Change Orders on home improvement projects. Buy.

Notice and Waiver of the Right to Cancel (CA)

The purpose of this form is to comply with the California rules that require a seller of goods or services to provide written notice to the consumer of the right to cancel.  The Notice must be taken verbatim from the California Civil Code.  California law imposes a deadline on the customer to cancel the contract within three days (or seven days, depending on the nature of the project).  However, if the contractor fails to provide proper notice of the right cancel, there is no deadline and the customer can cancel the contract at any time, even long after the project is complete and the contractor has been paid. Buy.

Notice of Mechanic’s Lien Laws and Notice of Contractor’s State License Board Information (CA)

This is a simple disclosure required by California law.  It should be used on both residential and commercial jobs.  The first part is the basic disclosure of a contractor’s rights to assert a lien against real property.  The second part is a disclosure of information about the California State Contractor’s License Board and the remedies a customer may pursue.  Buy.