Scope of Work
Describe deliverables by phase (schematic, design development, construction documents, bidding, construction administration) and list excluded services to avoid scope creep.
A precise contract reduces disputes, defines payment and scope, and protects professional and owner interests during design and construction.
The template is used by project owners, licensed architects, and project managers to formalize design services and responsibilities.
Stakeholders including lenders, contractors, and municipal reviewers rely on the contract to confirm scope, schedule, and compliance obligations.
Describe deliverables by phase (schematic, design development, construction documents, bidding, construction administration) and list excluded services to avoid scope creep.
Specify fee basis (lump sum, percentage, hourly), payment schedule, invoicing cadence, reimbursable expenses, and late payment interest.
Set milestone dates, review turnarounds, and responsibilities for owner-provided information that affect the architect’s schedule.
Define procedures for written change orders, pricing methodology for extra work, and authority for approving scope adjustments.
State required insurance limits, professional liability terms, and indemnity obligations consistent with state law and owner requirements.
Outline termination for convenience and for cause, notice periods, final accounting, and ownership of work-in-progress documents.
| Field | Configuration |
|---|---|
| Signature Field | Required for Owner and Architect; set as mandatory |
| Initials | Place at each appendix or exhibit page requiring acknowledgement |
| Date Field | Auto-populate with signer date on execution |
| Attachments | Attach plans, specs, and insurance certificates as required exhibits |
Use signed PDFs and a platform that records an audit trail, stores certificates, and supports common integrations.
Date when contract obligations begin
Dates for schematic, DD, and CD submissions
Deadline to submit documents to building department
Scheduled mobilization date for contractor
Date for final deliverables and closeout documents
Contract terms agreed and exhibits finalized for signature
Authorized signers sign and date the agreement
Schematic and construction documents submitted per schedule
Deliver final documents, warranties, and record drawings
| 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 trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Include full set of drawings and revisions as numbered exhibits so both parties reference identical documents during bidding and construction.
Attach technical specifications and materials lists that govern workmanship standards and product selections on the project.
Attach current certificates of insurance with the required limits and additional insured endorsements where applicable.
Include a project schedule and cost estimate or schedule of values to coordinate payments and track milestones.
Optica standardized its agreement templates and moved to online execution to reduce turnaround time.
A small developer adopted digital signatures to execute architect agreements remotely.