In the previous steps, you have gathered all of the relevant information including plans and project specifications. It is now time to get this information to your short list of contractors you had identified in Step 1.
This next step is to call each candidate contractor and set up an appointment to visit with you again, at your home, and review the newly created plans and specs. The goal of this step is to use it as a second interview with each of the candidate contractors and get everyone on the same page. Pay special attention to things like timeliness, ability to listen, and overall understanding of your vision of the project.
This step should give you a good feel for your possible future interactions with these contractors. Do they make you feel comfortable? Are they able to communicate their understanding of the project? Are you confident in their abilities? Would you feel comfortable allowing them in your home to conduct work when you were not there? Are they able to answer your questions and concerns intelligently? Where they able to offer any design ideas that influenced the final version of your plan?
Provide each candidate contractor with the plans and specifications for your project. Ask them to provide you with a proposal according to your plans and specs. If you have items you want optional pricing on, instruct them that the base price should include the less expensive option. Then they should include an optional amount in you were to choose the upgrade. Ask for a date when you can expect them to come back to discuss their proposal.
During this second interview process, you will likely identify one or maybe two of the contractors that really stand out. Write down your thoughts and impressions of each candidate. Discuss these later with your spouse.
Stay tuned for the next post in this series on locating the right contractor for your project.