Insights & Updates
Security Company Hiring Checklist

Licensing, insurance, supervision, post orders, reporting, and contract terms. Use this practical checklist before you sign with a security provider.
Hiring a security company is a significant commitment, and the difference between a strong provider and a weak one often shows up in details that are easy to overlook during a sales conversation. A structured checklist keeps the evaluation objective and makes proposals comparable. Use the questions below as a framework before you sign anything, and ask for written answers rather than verbal assurances.
Before You Compare Providers
Start by defining your requirements in writing. Describe the property, the hours that need coverage, the number of posts, whether officers should be armed or unarmed, and the type of reporting you expect. Decide who will supervise the account on your side and how you want to be contacted about incidents. With that scope in hand, you can compare providers on the same terms instead of reacting to whichever presentation sounded best.
Licensing and Insurance Checklist
- Confirm the provider holds a current California Private Patrol Operator license
- Record the license number and verify it with the state
- Ask for a certificate of insurance and confirm the coverage it names
- Confirm that officers hold valid guard cards and, if armed, firearms permits
- Ask how the provider screens officers before they are assigned to a post
- Confirm who is responsible if an officer is injured or causes damage on your property
Operations and Supervision Checklist
- Ask for written post orders describing duties for each shift
- Identify the supervisor or account manager responsible for your site
- Ask how often supervisors visit and how officers are evaluated
- Confirm how callouts, vacations, and overtime are covered
- Ask how officers communicate with you during and after a shift
- Confirm the after-hours escalation path if something urgent happens
Contract and Pricing Checklist
- Read the term length and the notice required to cancel or change service
- Ask what is included in the rate and what triggers additional charges
- Confirm how and when rates can change during the term
- Clarify ownership of reports and records produced at your site
- Ask about the process for removing or replacing an officer
- Get the full agreement in writing before any officer is posted
Reporting is where a security program either becomes accountable or quietly fades. Ask to see the actual templates the provider uses, not a description of them, and confirm how reports reach you and who reviews them. If you manage multiple sites, ask whether reporting can be consolidated. The answers tell you how much visibility you will really have once the contract is signed.
References and Reporting Checklist
- Request references from properties similar to yours
- Ask referees how communication and problem-solving worked in practice
- Request a sample daily activity report and a sample incident report
- Confirm how quickly reports reach you and in what format
- Ask how the provider handles a complaint about an officer
- Check that reporting matches the duties described in the post orders
Have a checklist question? Contact our team before you hire.
Contact Our Team →Work through these items before you commit, and keep the written answers with the contract. The goal is not to catch a provider out, but to make sure expectations are clear on both sides: what officers will do, who supervises them, what you will receive, and what happens when something goes wrong. A provider that answers these questions openly is demonstrating exactly the accountability you are hiring.
Related services and areas
Frequently asked questions
What should I check before hiring a security company?
Confirm the provider's license and insurance, review its written post orders, identify who supervises your account, understand its reporting and escalation process, and read the contract terms. Asking for references from similar properties is also worthwhile.
Is a written contract necessary?
A written agreement protects both sides by setting out the scope, term, rate, and responsibilities. Verbal arrangements leave too much open to interpretation if expectations differ later.
How do I check whether a security company is licensed?
Ask the provider for its California Private Patrol Operator license number, confirm the company name matches, and verify the number with the Bureau of Security and Investigative Services.
What is a certificate of insurance?
It is a document from an insurer confirming the coverage a company carries. Ask for one and check that it names the relevant liability coverage. It is a standard document that a professional provider can supply.
What should I ask a security company's references?
Ask how the provider communicates, whether officers arrive as scheduled, how incidents are reported, and how the provider responds when something goes wrong. Specific questions produce more useful answers than asking whether the service is good.
What happens if an officer does not work out?
Ask about the process for replacing an officer before you sign. A clear procedure for requesting a change, and a stated timeframe for responding to concerns, is a reasonable thing to expect in the agreement.


