Scope of Work
Describe deliverables, drawings, specifications, and excluded items so change orders are limited to documented variations.
A properly prepared Construction Builders Document reduces disputes, clarifies payment and change-order procedures, and creates an auditable record for compliance, lien waiver enforcement, and insurance claims. It also serves as the controlling document for project delivery and dispute resolution.
Parties should confirm signatory authority and witness/notary needs before execution to prevent later challenges.
Describe deliverables, drawings, specifications, and excluded items so change orders are limited to documented variations.
Define contract sum, retainage percentage, draw schedule, progress payment dates, and final payment conditions.
Specify written change-order process, approval authority, time-and-materials vs. lump-sum pricing, and valuation method.
State required coverages, certificate holders, policy limits, waiver of subrogation, and indemnity scope.
Include start/finish dates, milestone acceptance criteria, liquidated damages, and force majeure clauses.
Identify governing law, mediation/arbitration requirements, and venue for any litigation or claims.
| Field | Configuration |
|---|---|
| Routing Order | Define signer sequence: Owner → GC → Subcontractor |
| Authentication | Use email + SMS code or stronger methods for critical approvals |
| Conditional Fields | Enable fields that appear only when a change order or alternate bidding option is selected |
| Audit Trail | Record timestamps, IP, and identity evidence for each action |
Ensure the chosen platform provides tamper-evident signed files and secure storage to support lien filings, audits, and claims.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium+) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A general contractor formalized scope with exhibit drawings to avoid scope creep.
A subcontractor required a signed waiver before final draw to release retainage.
An officer or designated representative with board or company authorization must sign for the owner entity. Verify that signature authority is documented in internal delegations or a corporate resolution to ensure enforceability.
A manager, director, or authorized agent may sign on behalf of the contracting company. If signing under a trade name, attach formation documents or an authorization letter linking the signer to the legal entity.
Follow dates in the payment schedule; missed milestones can trigger stop notices or retainage deductions.
Comply with state-specific notice windows for preliminary notices and lien filings to preserve rights.
Provide W-9s on request to avoid backup withholding (no IRS filing deadline but required by payers)
Complete I-9s within three business days of hire to meet DHS requirements (8 CFR §274a.2)
Deliver final lien waivers, final pay application, and as-built drawings per contract closeout schedule
| Criteria | Construction Builders Document | Purchase Order |
|---|---|---|
| Scope Detail | detailed | limited |
| Payment Terms | milestone schedule | single invoice |
| Change Orders | formal process | informal or none |
| Liability Clauses | comprehensive | often minimal |
A line-item cost breakdown used for progress draws and retainage calculations, tied to contract milestones.
Proof of required coverages with named certificate holder and policy limits matching the contract.
Standardized payment application that references retainage, prior payments, and amounts due for each milestone.
Preformatted approval form that captures scope changes, pricing, time impacts, and authorized signatories.