INFORMATION FOR CONTRACTORS
For homeowner best practices, follow the link below
CONTRACTOR BEST PRACTICES
CLEANLINESS & SAFETY
INDOOR PROJECTS
- Create a daily checklist for tidying up including: putting tools away, sweeping and vacuuming the floor, disposing of waste, organizing the area.*
- Cover new flooring or surfaces with ram board, plastic, or cardboard.
- If painting, use drop cloths on top of carpet and furniture. *
- Seal off the portion of the house under construction with plywood, plastics, etc.
- Stop dust from getting into other parts of the house by using plastic for doors and air vents.
- Use air cleaners to stop the spread of dust.
- Ensure your shoes are clean before stepping into a house, or wear boot covers.
- Fully clean up when the project is done. *
- Taking the proper steps for ensuring a tidy work environment are important for reasons of safety, professionalism, and employee effectiveness and productivity.
EXTERIOR PROJECTS
- Cover plants/ landscaping to prevent damage. *
- Lay down wood chips or plywood to stop the creation of mud on paths into the house.
- Ensure all sharp metals are removed in outdoor projects by using a magnetic sweeper.
WORKING WITH HOMEOWNERS
- Be realistic about the duration of the project with your current workflow.
- Make sure to set a consistent work schedule. If you deviate, contact the homeowner.
- Be transparent with how much the project will cost. If the contract changes, make a written change order.
- Give the homeowner contact information of where they can best reach you during business hours.
- Schedule in-person meetings with the homeowner to talk about progress.
- Keep a copy of the contract at hand.
- Write down complaints for future reference.
- Have a conversation with the homeowner about the work environment.
- Talk about the homeowner's preferences with cleanliness. Remember you may be inside the home.
- Ask the homeowner where to use the bathroom and where to get water.
- If you smoke, ask the homeowner where is the best place to smoke, and where to dispose of the butts.
*Required by Heritage Home Loan Contract

Information for contractors and homeowners is provided below.
- Information regarding the escrow procedure is outlined below. Learning about how the loan funds are utilized and dispersed is good for both contractors working with the program and for homeowners learning about the process.