Scope of Work
A detailed description of manager and contractor responsibilities, deliverables, and excluded tasks; appendices and exhibits should be referenced to avoid ambiguity.
Using an AIA-based project management contract creates consistent allocation of responsibilities, standardized payment and change-order mechanics, and documented schedules. That clarity reduces disputes, speeds approvals, and provides a clear record for lien, insurance, and warranty claims while remaining adaptable to project-unique terms.
Typical users include owners, contractors, and professional managers who need a standardized agreement to manage scope, schedule, and payments effectively.
The contract supports multi-party workflows and is useful whether your project uses traditional delivery, CM at-risk, or design-build structures.
The owner is the project financier and final decision maker; the contract binds the owner to payment schedules, change order approvals, and acceptance terms and often defines delegated authority for the owner's representative.
The contractor or construction manager accepts duties to perform work, manage subcontractors, and comply with schedule and insurance obligations; the contracting entity must sign using the exact legal name shown on tax and insurance documents.
A detailed description of manager and contractor responsibilities, deliverables, and excluded tasks; appendices and exhibits should be referenced to avoid ambiguity.
Critical dates, milestone definitions, and delay remedies are specified, including notice requirements for extensions and liquidated damages where applicable.
Payment terms, retained amounts, invoice requirements, and timing for progress and final payments, including conditions for withholding or setoff.
Approved change procedures, pricing methodology, and time impact assessment processes that govern scope adjustments and contractor claims.
Required insurance types, minimum limits, certificates, and performance/payment bond obligations to protect owner and project stakeholders.
Governing law, negotiation, mediation, and arbitration clauses that set the mechanism and venue for resolving disagreements.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or KBA where required |
| Routing Order | Sequential signer order with parallel reviewer options |
| Reminder Schedule | Automated reminders at configurable intervals |
| Document Format | PDF/A or flattened PDF for long-term archival |
Choose a platform that supports required authentication, audit trails, and the file formats your project team uses.
| 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 | Varies | Varies | Varies |
| 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 |
Provide a flattened PDF/A for archival and a native DOCX for redline history; both files keep content and formatting consistent.
Attach drawings, specifications, bid forms, and a detailed scope exhibit so change orders reference a discrete baseline.
Include certificates of insurance and bond forms showing policy numbers, limits, and effective dates to validate coverage.
Add construction and payment schedules as enforceable exhibits with milestone definitions and acceptance criteria.
Set a specific date for final execution to fix the agreement's effective date.
Define progress payment dates and net terms (example: net 30 days after invoice).
Require responses within a fixed period, commonly 10–14 days, to control schedule impact.
Specify notice windows for claims, often 21–30 days after issue discovery.
State the duration and start date for warranty obligations and corrective action.
Agreement signed and effective date established; exhibits attached and retained.
Site access, insurance confirmed, and initial mobilization completed per schedule.
Work reaches contractual substantial completion and triggers partial release or payment.
Punchlist complete, final invoice submitted, retainage released per contractual terms.
A small development firm consolidated approvals and signatures across multiple vendors
A property manager executed change orders and certificate confirmations without site printing