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Project Management Architectural Agreement

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PROJECT MANAGEMENT ARCHITECTURAL AGREEMENT

Project Identification

Client Name:   Client Contact:

Service Provider Name:   Provider Contact:

Project Manager:   PM Contact:

Effective Date:   Site Address:

Recitals and Definitions

This Project Management Architectural Agreement (Agreement) is entered into by and between Client and Service Provider identified above. Service Provider agrees to provide architectural and project management services for the Project in accordance with the terms and conditions set forth below. Defined terms used in this Agreement carry the meanings ascribed to them in the text.

Scope of Work

The Service Provider shall perform services with the degree of care, skill and diligence normally provided by recognized architectural and project management professionals performing similar services. Any services not expressly identified in the Scope of Work shall be considered additional services subject to a written change order.

Deliverables and Acceptance Criteria

Deliverable 1 Due Date:

Deliverable 2 Due Date:

Final Acceptance shall occur following completion of deliverables, correction of punchlist items identified within days and written confirmation that Acceptance Criteria have been satisfied.

Timeline and Milestones

Project Start Date:   Projected Completion Date:

Milestone 1 Date:

Milestone 2 Date:

Budget and Payment

Total Contract Sum: $

Deposit Amount: $   Due on or before:

Milestone A Payment: $   Due Date:

Final Payment: $   Due upon Final Acceptance.

Invoices are due within days of invoice receipt. Overdue amounts accrue interest at a rate of % per annum or the maximum permitted by law, whichever is less.

Change Orders and Additional Services

Any changes to the Scope of Work shall be implemented only by a written Change Order signed by both parties specifying scope, schedule and compensation. Standard hourly rates for additional services: Architect $ per hour; Project Manager $ per hour.

Change Order request notice period: days prior to scheduled milestone where practicable.

Confidentiality and Intellectual Property

Each party shall maintain in confidence all proprietary or confidential information received from the other party and shall not disclose such information except to employees, consultants or contractors who have a need to know and are bound by equivalent confidentiality obligations. Confidentiality obligations shall continue for years following termination or expiration of this Agreement.

Intellectual Property: All design documents and deliverables prepared by Service Provider are instruments of service. Upon full payment, Service Provider grants Client a non-exclusive license to use the delivered documents for the Project. Reuse for other projects or modification without Service Provider's written consent is prohibited and relieves Service Provider of liability for such reuse.

Insurance, Indemnity and Liability

Service Provider shall maintain professional liability insurance with a minimum limit of $ and commercial general liability with limits of not less than $ per occurrence. Certificates evidencing coverage shall be provided upon request.

Indemnity: To the maximum extent permitted by law, each party agrees to indemnify and hold harmless the other party from claims, damages or liabilities arising from its negligent acts or omissions in the performance of this Agreement. Neither party's liability for any claim arising out of this Agreement shall exceed the total fees paid to Service Provider under this Agreement, except for liability arising from willful misconduct or gross negligence.

Termination

Either party may terminate this Agreement for cause upon days' written notice if the other party materially breaches the Agreement and fails to cure within such period. Upon termination, Service Provider shall be paid for services performed to the termination date, plus reasonable demobilization costs.

Governing Law and Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles. The parties shall first attempt to resolve disputes through good faith negotiation. If negotiation fails, the parties agree to submit the dispute to mediation prior to pursuing litigation. If mediation is unsuccessful, either party may pursue any remedy at law or equity.

Representations and Warranties

Client represents that it has the authority to engage Service Provider and will provide timely decisions, access to sites and information necessary for performance. Service Provider represents that it will perform services in accordance with applicable professional standards and that any drawings, specifications and documents prepared will be accurate to the best of its professional ability.

Notices

All notices under this Agreement shall be in writing and delivered to the addresses set forth above by certified mail, courier, or hand delivery. Notice is effective upon receipt.

Acknowledgment

By signing below, the undersigned parties certify that they are authorized to enter into this Agreement, have read and understood its terms, and agree to be bound by them.

Client Printed Name:

By:

Date:

Service Provider Printed Name:

By:

Date:

Enter text✕

What the Project Management Architectural Agreement Covers

A Project Management Architectural Agreement is a written contract that defines the scope, deliverables, responsibilities, schedule, and payment terms for combined project management and architectural services on a built-environment project. It allocates roles between the owner, architect, and project manager; documents design phases, construction administration duties, change-order procedures, and milestone approvals; and establishes acceptance criteria, intellectual property ownership, insurance requirements, and dispute-resolution methods to limit ambiguity throughout design and construction.

Why this Agreement Matters for Project Success

A clear agreement reduces scope disputes, aligns team responsibilities, and sets measurable milestones while creating a contractible basis for payments and change management. It preserves risk allocation and evidences consent to terms, which supports enforceability under ESIGN and UETA when executed electronically.

Why this Agreement Matters for Project Success

Who typically completes and signs this agreement

Secondary signers may include lenders, major subcontractors, and consultants if the agreement attaches exhibits, performance bonds, or third-party reliance clauses.

  • Owners and developers seeking fee clarity, milestone-based payment schedules, and design deliverable definitions.
  • Architects and architectural firms that need scope boundaries, licensing and IP terms, and phased deliverable acceptance criteria.
  • Project managers and CM firms that require formal authority, reporting obligations, and dispute-avoidance processes.

Essential Components to Include in a Professional Agreement

A comprehensive document groups key provisions so each party understands obligations, timing, quality standards, and remedies. Include these structural elements to reduce later disputes.

Scope of Work

Detailed phase-by-phase description of architectural and project management services, deliverables, and excluded tasks.

Schedule & Milestones

Firm dates or milestone windows for schematic design, construction documents, permits, and construction administration.

Compensation

Fee structure (lump sum, percent of construction cost, or time-and-materials), billing cadence, and change-order pricing.

Change Management

Process for initiating and approving scope changes, cost adjustments, and schedule impacts.

Risk Allocation

Insurance, indemnity, limitation of liability, force majeure, and warranty terms tailored to the project.

Termination

Causes for termination, notice periods, and compensation on early termination.

Step-by-Step: Completing the Agreement

Follow these steps in order to prepare, review, and execute the agreement with complete documentation and signatory intent.

  • 01
    Draft the Scope: Describe services and attach exhibits for deliverables and exclusions.
  • 02
    Set Schedule: Define phases, milestone dates, and approval windows.
  • 03
    Agree Payment Terms: Choose fee model, invoicing cadence, and retainage provisions.
  • 04
    Execute Signatures: Collect signatures from authorized representatives and record execution dates.

Typical Workflow for Review and Execution

A predictable review flow reduces delays—use clear routing and version control when multiple stakeholders and reviewers are involved.

  • Preparation: Owner or prime prepares initial draft and attaches exhibits.
  • Internal Review: Architect and PM review, annotate, and request clarifications.
  • Legal Review: Counsel checks indemnity, insurance, and IP clauses.
  • Execution: Authorized signers execute and exchange fully signed copies.

Configuring an Online Signing Workflow

When using an e-signature platform, set field types, routing order, and authentication to match the agreement's requirements.

Field Configuration
Signature Field Assign to each signer with required date field
Initials Place at page corners for each clause that needs initials
Conditional Fields Make optional exhibits appear when specific checkboxes are selected
Authentication Use email + SMS code or stronger methods for higher-risk agreements

Digital Signing and Technical Considerations

Verify platform audit logs, signer attribution, and retention capability before e-signature execution to ensure legal defensibility.

  • File Formats: PDF and DOCX support for templates and signed outputs
  • Integrations: Connectors for NetSuite, Salesforce, Google Workspace, and Procore
  • Compliance: Support for ESIGN, UETA, and optional HIPAA BAA where needed

Key Dates and Deadlines to Track

Document the agreement milestones and external filing or permit deadlines so payments and responsibilities align with the project calendar.

Effective Date:

MM/DD/YYYY — marks the start of contractual obligations

Design Milestone:

Schematic design due by specified milestone date

Permit Submission:

Date for submitting permit applications to authorities having jurisdiction

Construction Start:

Planned groundbreaking or mobilization date

Final Acceptance:

Punch-list completion and final payment trigger

Milestone Timeline from Signing to Handover

A sequential milestone list helps coordinate approvals, inspections, and payments across stakeholders.

01

Contract Execution

Parties sign and date; insurance and bonds submitted as required.

02

Design Phases

Schematic, design development, and construction documents completed and approved.

03

Permitting

Permits acquired and pre-construction conditions satisfied by the owner.

04

Construction Closeout

Final inspection, punch-list completion, and issuance of final certificate.

Common Mistakes to Avoid

  • Vague scope descriptions that leave deliverables open to interpretation.
  • Missing approval thresholds for change orders and unapproved cost increases.
  • Using initials alone where a full signature is required to show intent.
  • Failing to specify governing law and dispute-resolution procedures up front.

Security and Compliance Checklist

Encryption: TLS 1.2/1.3 in transit; AES‑256 at rest
Audit Trail: Time-stamped events, IP address, and signer attribution
Authentication: Email + optional SMS or knowledge-based authentication
BAA Availability: Business Associate Agreement for HIPAA-covered workflows
Regulatory Support: ESIGN, UETA, 21 CFR Part 11 compatibility where required
Access Controls: Role-based permissions and SSO options

Consequences of Errors or Noncompliance

Contract Disputes: Ambiguity can lead to litigation and increased legal expense
Payment Delays: Incomplete invoicing or missing acceptance criteria may withhold payment
Regulatory Risk: Noncompliance with privacy or licensing rules can trigger fines
Recordkeeping Failures: Insufficient retention may hinder tax or audit responses
Invalid Signatures: Improper execution could render the contract unenforceable
Scope Creep: Uncontrolled changes increase cost and schedule risk

eSignature Pricing and Feature Comparison

Comparison of starting prices and selected features for commonly used e-signature vendors. signNow appears first per guidance.

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 Verify with vendor Verify with vendor Verify with vendor Verify with vendor
Bulk Send Yes (Business Premium) Yes Yes Yes Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA required) Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions and Troubleshooting

Answers to common questions about completing, executing, and enforcing a Project Management Architectural Agreement, including electronic signature concerns.


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