Establishing secure connection…Loading editor…Preparing document…

Project Management Builder Agreement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT MANAGEMENT BUILDER AGREEMENT

This Project Management Builder Agreement ("Agreement") is entered into on this date: by and between Client Name: and Service Provider Name: .

Project Identification

Scope of Work

The Service Provider shall provide project management, coordination, and build oversight services for the Project as set forth below. Services shall include planning, scheduling, subcontractor coordination, quality assurance, reporting, and close-out tasks consistent with the agreed Deliverables and Acceptance Criteria.

Deliverables and Acceptance

The Service Provider shall produce the Deliverables listed below. Each Deliverable must meet the corresponding Acceptance Criteria before the Client issues final acceptance.

Timeline and Milestones

Budget and Payment

The Client agrees to pay the Service Provider the Total Contract Price set forth below in accordance with the Payment Schedule. All amounts are exclusive of taxes unless otherwise stated.

Change Order Process

Any change to the Scope of Work, Deliverables, or Price must be memorialized in a written Change Order signed by authorized representatives of both parties prior to commencement of the changed work. Change Orders shall specify scope, schedule impact, and price adjustment.

Confidentiality

Each party shall keep confidential all proprietary information received from the other party in connection with this Agreement and shall not disclose such information except as required by law or with prior written consent. Confidentiality obligations shall survive termination of this Agreement for a period of years.

Insurance, Warranties, and Indemnity

The Service Provider shall maintain insurance customary for the services performed, including but not limited to the coverages checked below, and shall provide certificates upon request. The Service Provider warrants that services will be performed in a professional manner consistent with industry standards. The Service Provider shall indemnify and hold the Client harmless from third-party claims arising from the Service Provider's negligent performance, except to the extent caused by the Client.

Commercial General Liability
Professional Liability / Errors & Omissions
Workers' Compensation
Automobile Liability

Termination

Either party may terminate this Agreement for material breach by the other party if the breach is not cured within days after written notice. Upon termination the Service Provider shall deliver all completed work and the Client shall pay for services performed to the date of termination in accordance with the Payment Schedule, subject to offsets for damages.

Governing Law and Dispute Resolution

This Agreement shall be governed by the laws of the state specified below without regard to conflict of law doctrines. The parties shall attempt in good faith to resolve disputes through negotiation, and if unresolved, disputes shall be resolved by binding arbitration in the agreed state unless the parties agree otherwise.

Representations and Certifications

Each party represents and warrants that it has the full right, power, and authority to enter into and perform this Agreement, that the individuals signing below are authorized to bind the respective parties, and that performance hereunder will not violate any other agreement or obligation of the signing party.

Notices

Miscellaneous

This Agreement constitutes the entire agreement between the parties regarding the subject matter and supersedes all prior agreements or understandings, whether written or oral. Amendments must be in writing and signed by authorized representatives of both parties. If any provision is held unenforceable, the remainder shall remain in full force and effect.

Client:

By:

Date:

Service Provider:

By:

Date:

Enter text✕

What the Project Management Builder Agreement Is

The Project Management Builder Agreement is a legally binding contract that sets out the responsibilities, scope of work, schedule, payment terms, change-order procedures, and liability allocation between a project owner and a builder or project manager. It defines deliverables, milestones, inspection and acceptance criteria, and administrative procedures such as notices and dispute resolution. For U.S. transactions this private agreement may be executed electronically when parties manifest intent and consent consistent with the ESIGN Act (15 U.S.C. §7001) and applicable state UETA rules, subject to any notarization or witness requirements imposed by state law.

Why a Clear Agreement Benefits Your Project

A well-drafted Project Management Builder Agreement reduces disputes, clarifies responsibilities, and accelerates approvals and payment. It establishes change-order workflows and acceptance tests, which lowers the risk of costly schedule overruns and claims while improving traceability for audits and insurance purposes.

Why a Clear Agreement Benefits Your Project

Who Typically Uses This Agreement

Project owners, general contractors, construction managers, and project managers commonly rely on this contract to allocate risk and coordinate work across trades.

  • General contractors coordinating multiple subcontractors and vendors during construction projects.
  • Property owners and developers hiring a builder or construction manager for turnkey delivery.
  • Project managers overseeing schedules, budgets, and compliance with specifications.

Use this agreement when roles, payment triggers, and change-order procedures need written confirmation to protect schedules, budgets, and legal rights.

Core Sections to Include in a Professional Agreement

A robust Project Management Builder Agreement organizes obligations into clear sections so parties can find and enforce key terms quickly.

Scope of Work

Precisely describe tasks, deliverables, drawings, specifications, and any excluded work to avoid later disputes over contract scope.

Schedule & Milestones

Include start/end dates, critical milestones, liquidated damages or incentives, and procedures for schedule updates and delay notices.

Payment Terms

Specify contract sum, progress payment schedule, retainage, payment triggers, invoicing format, and remedies for late payment.

Change Orders

Define how changes are proposed, approved, priced, and scheduled, including emergency work procedures and time-and-materials rules if applicable.

Warranties & Acceptance

State warranty periods, inspection and punchlist procedures, final acceptance criteria, and cure rights for defective work.

Risk Allocation

Address indemnities, insurance requirements, limitation of liability, force majeure, and dispute resolution methods such as mediation or arbitration.

Essential Administrative and Compliance Items

Parties: Legal entity names
Contact Info: Street address and email
Effective Date: MM/DD/YYYY
Project Location: Site address or parcel ID
Insurance: Required policy types
Signature Blocks: Names, titles, dates

Step-by-Step: Complete the Agreement Correctly

Follow these steps in order to prepare, review, and finalize the Project Management Builder Agreement for execution.

  • 01
    Draft Scope: Describe work and deliverables in plain language.
  • 02
    Set Milestones: Assign dates, deliverables, and acceptance tests.
  • 03
    Confirm Payment: Detail amounts, triggers, and retainage.
  • 04
    Review & Sign: Obtain authorized signatures and store executed copies.

How to Configure an Online Signing Workflow

Set up a clear digital workflow so signers receive documents in the right order and signatures are auditable.

Field Configuration
Signer Order Sequential or parallel routing per role
Authentication Email link by default; SMS or KBA for higher assurance
Reminders Automated reminders and expiration dates
Integrations Connect to project management or storage systems

Where to Send the Completed Agreement

Decide final destinations and retention before sending so records are stored for compliance and auditability.

  • Owner Records: Project owner’s contract repository
  • Contractor Records: Builder’s contract management system
  • Shared Storage: Cloud folder with role-based access
  • Regulatory Filing: File any permit-related documents with agencies

Digital Signing and Distribution Essentials

Choose a signing platform that supports audit trails, secure storage, and integrations with your project systems.

  • File Formats: PDF and DOCX supported
  • Integrations: Salesforce, NetSuite, Procore
  • Authentication: Email, SMS, and advanced options

Ensure the chosen platform documents signer intent and retention capability consistent with ESIGN (15 U.S.C. §7001) and store executed copies in a secure, access-controlled archive to support audits and claims.

eSignature Vendor Comparison for Executing Agreements

This comparison highlights baseline pricing and select capabilities across common eSignature vendors; verify plan details with each vendor for specific features or limits.

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 (Business Premium) Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
Envelope Cap No envelope cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Practical Tips to Reduce Risk and Delays

Apply these practices to keep projects on schedule, avoid payment disputes, and streamline contract administration.

Use Clear, Measurable Acceptance Criteria
Define testable deliverables and inspection records to avoid subjective acceptance disputes; attach checklists or measurable metrics to the agreement.
Limit Ambiguity in Payment Triggers
Tie payments to specific, documentary evidence (e.g., signed inspection report, certified invoice) so finance teams can process without manual follow-up.
Control Change Orders
Require written approvals and standardized pricing formulas for changes to prevent unauthorized work and preserve schedule visibility.
Standardize Document Storage
Store executed agreements, amendments, and approvals in a central, access-controlled repository with version history and audit logs.

Common Preparation and Execution Pitfalls

  • Vague scope descriptions that lead to differing expectations and scope creep during execution.
  • Missing or inconsistent signer authority, resulting in later challenges to the contract’s enforceability.
  • Unclear payment milestones that delay approvals and trigger stop-work claims.
  • Failure to document approved changes, producing disputes over extra work and costs.

Potential Consequences of an Incorrect Agreement

Contract Breach: Monetary damages
Lien Exposure: Mechanic lien filings possible
Delayed Payments: Cashflow disruption
Regulatory Risk: Permit compliance issues
Enforceability: Signature authority disputes
Legal Costs: Attorney and litigation fees

Real-World Examples of Online Execution

These examples show how project teams used electronic execution to streamline contract workflows and maintain compliance.

Martin Properties — Tim Martin

A property developer streamlined onsite contract signing on mobile devices to avoid in-person meetings.

  • Mobile and offline signing enabled rapid turnaround.
  • "I can process and execute all of these documents online with 100% compliance and built-in security. Whether on mobile or working offline, I can get forms back to their necessary parties efficiently."

Optica Ventures — Brian Fitzgibbons

A small investment firm needed a simple interface for external clients to sign engagement agreements.

  • Easy interface improved client completion.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Frequently Asked Questions and Troubleshooting

Answers to common legal and practical questions about executing and managing a Project Management Builder Agreement.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users