Scope of Work
Detailed description of design phases, deliverables, revisions, and exclusions so responsibilities and review limits are unambiguous.
A clear design document aligns owner, designer, and contractor expectations, documents permitting responsibilities, and records approvals. It reduces disputes, speeds municipal review, and preserves a reproducible record suitable for electronic signing and audit trails.
This template is used by project stakeholders who need a formal, auditable agreement covering design scope, approvals, and approvals routing.
| Field | Configuration |
|---|---|
| Document Template | Use a master template with tagged signature and date fields |
| Signer Order | Owner -> Designer -> Contractor; adjust for parallel reviews |
| Authentication | Email link plus optional SMS code for stronger identity |
| Notifications | Set reminders at 3 and 7 days for pending signers |
Choose file formats and authentication that meet municipal and industry requirements before sending.
Ensure your chosen platform supports audit trails, tamper-evident PDFs, and archival exports to meet compliance needs.
Detailed description of design phases, deliverables, revisions, and exclusions so responsibilities and review limits are unambiguous.
List deliverable formats, milestone dates, review windows, and acceptance criteria to tie payments to verifiable outputs.
Allocate who prepares permit packages, obtains approvals, and pays filing fees to avoid permit-related disputes.
Specify amounts, invoicing cadence, retainage, late fees, and acceptable payment methods to reduce billing disagreements.
Define change request process, pricing method, and approval authority to manage scope changes transparently.
State required insurance limits and indemnity allocation aligned with local practice and client risk tolerance.
Include cover sheet, floor plans, elevations, and key details in high-resolution PDF with sheet index and revision history.
Provide materials, finishes, and performance criteria as a separate spec book or embedded appendix for procurement clarity.
Add project schedule, milestone dates, and inspection windows to align contractor mobilization with permit approvals.
Attach geotechnical reports, survey plats, and municipal checklists required for permit completeness and review.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |