Can I sign the agreement electronically?

Yes. Electronic signatures satisfy the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.

Is notarization required for CASp agreements?

Not typically for the agreement itself, but notarization or witness requirements may apply to related real estate instruments such as deeds; verify state law for deed acknowledgements.

What if the assessor finds a compliance issue?

The report should describe findings and recommended remediation; the agreement should state whether remediation is included, who pays, and timelines for repairs.

Do I need an attorney to review the contract?

Attorney review is recommended for unusual liability allocations, large-dollar remediation, or when the report will be used in litigation or regulatory proceedings.

How should I store executed agreements?

Retain signed copies in secure document storage, maintain audit trails, and keep them for the applicable retention period noted in the retention timeline section.

What happens if a signer’s name is incorrect?

Mismatched names can create enforceability problems or payment delays. Correct the name and re-execute or provide a signed amendment that clarifies authority.

Electronic Signature
Templates
Real estate
CASp Real Estate Agreement

CASp Real Estate Agreement

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CASp Real Estate Agreement

This CASp Real Estate Agreement (the Agreement) is entered into as of by and between the parties identified below. The parties agree that the matters described herein concerning accessibility evaluation, certification, remediation obligations, and allocation of costs will be governed by the terms set forth in this Agreement.

Parties

Seller / Property Owner Seller Mailing Address

Buyer / Purchaser Buyer Mailing Address

Property Identification

Property Address Parcel / APN Number Legal Description

Financial and Transaction Terms

Purchase Price Earnest Money Deposit

Earnest money to be deposited with on or before . Closing shall occur on or before unless extended by mutual written agreement.

Possession Date

CASp Inspection and Certification

The Buyer shall have an exclusive CASp inspection period of days commencing on the date of acceptance of this Agreement. The CASp inspection shall be performed by the inspector identified below, in accordance with the applicable accessibility evaluation standards. The CASp inspector shall deliver a written report (CASp Report) to Buyer and Seller no later than .

CASp Inspector Name

If the CASp Report identifies accessibility violations, Buyer may, within the inspection period, either (a) accept the property as-is; (b) request Seller to cure identified CASp deficiencies prior to closing; or (c) terminate this Agreement and receive a full refund of earnest money. Seller shall respond in writing to any cure request within five (5) business days of receipt of the CASp Report, stating whether Seller will cure and proposing a schedule and cost allocation.

Allocation of CASp Remediation Costs

Disclosures

The Seller discloses the following known conditions affecting the Property. If unknown, mark the No box. These disclosures are made to the best of Seller's actual knowledge.

Lead-Based Paint Yes No

Mold or Water Intrusion Yes No

Prior Structural or Fire Damage Yes No

Known Accessibility Violations Yes No

Existing CASp Certification Yes No

Default, Remedies, and Indemnity

In the event of breach by either party, the non-breaching party shall be entitled to specific performance, damages, or other remedies available at law or equity. The breaching party shall be liable for reasonable costs, including attorneys' fees and costs, incurred by the non-breaching party in enforcing this Agreement if the non-breaching party prevails. Seller and Buyer each agree to indemnify and hold harmless the other from third-party claims arising from acts or omissions of the indemnifying party related to CASp matters prior to closing.

Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses below by personal delivery, certified mail (return receipt requested), or nationally recognized overnight courier and shall be effective upon receipt.

Seller Notice Address Buyer Notice Address

Miscellaneous

This Agreement constitutes the entire agreement between the parties with respect to CASp inspection, certification and remediation obligations and supersedes all prior negotiations and agreements. No amendment shall be effective unless in writing and signed by both parties. The parties acknowledge that this Agreement allocates responsibility for accessibility matters and does not limit any statutory consumer protections unless permitted by law.

Governing law: The laws of shall govern this Agreement without regard to conflict of laws principles.

Acknowledgment and Certification

Each party represents and warrants that the person signing on its behalf is authorized to bind that party to the terms of this Agreement. Seller certifies that the disclosures provided herein are true and complete to Seller's actual knowledge. Buyer acknowledges receipt of any existing CASp Report provided prior to execution and understands that any CASp evaluation is a point-in-time assessment and not a guarantee of future compliance.

Seller:

By:

Date:

Buyer:

By:

Date:

What the CASp Real Estate Agreement Covers

The CASp Real Estate Agreement is a contract used when a Certified Access Specialist (CASp) or accessibility assessor is retained to evaluate a property and deliver an accessibility inspection report, recommendations, or remediation plan. Typical provisions define scope of inspection, access to property, inspection standards, deliverables and timelines, liability limits, and payment terms. The agreement may also specify who is responsible for corrective work, record retention, confidentiality of findings, and whether the assessment is intended to support compliance with state accessibility law or voluntary remediation efforts.

Why a Clear CASp Agreement Matters

A written CASp Real Estate Agreement reduces uncertainty about scope, timing, and responsibility for accessibility issues, helps document intent for compliance purposes, and protects both property owners and assessors by clarifying deliverables and limitations of liability.

Who typically engages with a CASp Real Estate Agreement

Common users include property owners, building managers, CASp assessors, brokers, and legal or facilities teams coordinating remediation.

Property Owners and Managers who need professional accessibility assessments for sale, lease, or compliance planning.
CASp Assessors and Accessibility Consultants responsible for inspections, reporting, and technical recommendations.
Real Estate Brokers and Transaction Attorneys who require documented inspections to support closings or disclosures.

Essential Clauses in a Professional CASp Real Estate Agreement

A concise agreement anticipates inspection logistics and legal risks. The following elements form the core of a robust CASp Real Estate Agreement and should be drafted or reviewed by counsel when in doubt.

Scope of Work

Defines inspection areas, standards referenced (e.g., ADA/CA standards where applicable), and exclusions to avoid scope creep.

Deliverables

Specifies report format, number of copies, delivery method, and whether photographs, measurements, or prioritization are included.

Access and Scheduling

Sets dates, entry permissions, responsible contacts, and procedures for occupied or locked spaces.

Payment Terms

States fees, invoicing schedule, late penalties, and conditions for extra work or re-inspection.

Liability & Indemnity

Limits assessor liability, allocates risk, and addresses professional mistakes or omissions.

Confidentiality & Use

Controls who may use the inspection report, public disclosures, and any permitted sharing with regulators or buyers.

Required Information and Identification Elements

Party Names: Full legal names of owner, assessor, and contracting entity

Property Details: Street address, parcel or APN number, unit identifiers

Scope Summary: Inspection areas and standards referenced

Dates: Inspection date and effective agreement date

Fees: Total fee, deposit, billing schedule

Signatures: Printed name, title, signature, and date for each party

Step-by-step: Completing a CASp Real Estate Agreement

Follow these practical steps to prepare, review, and execute the agreement with clear responsibilities and records.

01

Prepare Draft: Gather property details, assessor credentials, and desired deliverables before drafting.
02

Confirm Scope: Review and agree on inspection standards, exclusions, and scheduling constraints.
03

Review Risk Clauses: Check indemnity, liability caps, insurance requirements, and dispute resolution terms.
04

Execute and Retain: All parties sign, date, and each retains an executed copy per retention policy.

Customizing an Online CASp Agreement Workflow

Configure your digital workflow to match the parties and approval order before sending for signatures.

Field	Configuration
Signing Order	Set sequential or parallel signer flow depending on role precedence
Authentication	Choose email link, SMS code, or ID verification for stronger signer attribution
Conditional Fields	Use conditional fields to display remediation cost lines only if remediation is selected
Attachments	Allow assessor to upload photos, diagrams, or measurement files with the final report

Where to Send and File the Executed Agreement

Decide recipients and final storage location before signature to ensure compliance and retrievability.

Primary Recipient: Owner or property manager retains original executed copy for transaction records
Assessor Copy: Assessor keeps a signed file and any supporting photos or field notes
Broker/Attorney: If transaction-related, send a copy to broker or closing attorney
Central Records: Store a secure archived copy in document management for retention compliance

Digital Signing and File Formats

Use platforms that support PDF and DOCX formats, audit trails, and convenient delivery to all signers.

Formats Supported: PDF and Word DOCX are standard for signed agreements
Audit Trail: Record IP, timestamp, and signer actions for enforceability
Integrations: Connect to cloud storage or closing systems for automatic filing

Typical Timing and Deadlines in a CASp Engagement

Common milestones include inspection window, report delivery, remediation scheduling, and record filing; align those with escrow and closing timelines when applicable.

Inspection Window:

Schedule within 7–21 days of agreement signing depending on availability

Report Delivery:

Assessors typically deliver final report in 7–14 days after inspection

Remediation Deadline:

Specify completion date or a milestone schedule tied to closing

Re-inspection:

Allow a defined period (e.g., 7–30 days) for re-inspection after repairs

Record Filing:

Retain executed agreement per record retention policy before closing

Common Errors to Avoid When Preparing the Agreement

Vague scope language that creates dispute about what was inspected or excluded
Missing or mismatched signatory names and titles causing enforceability problems
Unclear payment terms or missing deposit schedule leading to billing disputes
Failure to document access arrangements for locked or occupied areas

Key Risks and Consequences of an Incorrect or Incomplete Agreement

Liability Exposure: Assessor or owner may face disputes or claims for incomplete work

Transaction Delays: Unclear deliverables can delay closings or escrow obligations

Regulatory Risk: Incomplete records may complicate responses to accessibility complaints

Contractual Penalties: Late remediation or missed milestones can trigger liquidated damages

Evidence Loss: Poor retention practices can hinder defense in later disputes

Payment Disputes: Undefined extra work rates can lead to unpaid invoices or litigation

How Organizations Use CASp Agreements — Real Examples

Real-world use shows how agreements reduce friction across transactions and compliance programs.

Optica Ventures

Optica engaged a CASp for multi-property inspections to support a portfolio sale

CASp produced prioritized remediation lists
The agreement fixed delivery times and liability limits, enabling predictable escrow timelines and transparent cost estimates.

Martin Properties

A small REIT used a CASp agreement to standardize building assessments across markets

The CASp provided mobile-enabled reports
Standard contract terms and electronic delivery reduced turn time and improved buyer confidence during closings.

Practical Tips for Accurate and Efficient Completion

Adopt these practices to limit disputes, speed processing, and preserve enforceability of the agreement.

Standardize Scope

Use a template that references the same inspection standard across properties to reduce interpretation differences.

Confirm Authority

Verify the signer's authority and title to bind the owner or contracting entity before finalizing the document.

Use Clear Dates

Specify inspection, delivery, remediation, and re-inspection deadlines in MM/DD/YYYY format to avoid ambiguity.

Keep Attachments

Attach diagrams, photos, and measurement logs to preserve context for later disputes or regulatory review.

eSignature Vendor Pricing Snapshot for CASp Agreement Execution

Common eSignature options and starter pricing help assess cost trade-offs for signing CASp Real Estate Agreements. Prices shown reflect vendor starter tiers and are billed annually where noted.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes (Premium tier)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies	Varies	Varies

Frequently Asked Questions About the CASp Real Estate Agreement

Answers to common execution and compliance questions related to CASp agreements, digital signatures, and recordkeeping.

Need help? Contact support

Can I sign the agreement electronically?
Yes. Electronic signatures satisfy the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.
Is notarization required for CASp agreements?
Not typically for the agreement itself, but notarization or witness requirements may apply to related real estate instruments such as deeds; verify state law for deed acknowledgements.
What if the assessor finds a compliance issue?
The report should describe findings and recommended remediation; the agreement should state whether remediation is included, who pays, and timelines for repairs.
Do I need an attorney to review the contract?
Attorney review is recommended for unusual liability allocations, large-dollar remediation, or when the report will be used in litigation or regulatory proceedings.
How should I store executed agreements?
Retain signed copies in secure document storage, maintain audit trails, and keep them for the applicable retention period noted in the retention timeline section.
What happens if a signer’s name is incorrect?
Mismatched names can create enforceability problems or payment delays. Correct the name and re-execute or provide a signed amendment that clarifies authority.

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