Establishing secure connection…Loading editor…Preparing document…

Project Management Construction Appointment

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

PROJECT MANAGEMENT CONSTRUCTION APPOINTMENT

This Project Management Construction Appointment (the Agreement) is entered into by and between Client Name: and Service Provider: . Project Title: Project ID: Effective Date: .

Scope of Work

The Service Provider shall perform project management and construction management services as set forth below. Services include coordination of design, procurement oversight, construction schedule management, quality control, health and safety oversight to the extent described herein, and management of project close-out and handover.

Out-of-Scope Items

The following items are expressly excluded from the Service Provider's responsibilities unless otherwise agreed in a written change order executed in accordance with the Change Order Process below.

Deliverables and Acceptance Criteria

The Service Provider shall deliver the items below. Each deliverable shall include acceptance criteria specifying verifiable conditions for Client acceptance.

Timeline and Milestones

The parties agree to the schedule below. Dates are target dates; any material change to the schedule shall be managed through the Change Order Process.

Budget and Payment

The Client shall pay the Service Provider in accordance with the fee schedule set forth below. All amounts are stated in U.S. dollars unless otherwise indicated. Taxes, if any, shall be the responsibility of the paying party as required by applicable law.

Change Order Process

All changes to the Scope of Work, schedule, or budget shall be authorized only by a written change order signed by both Client and Service Provider. The change order shall set forth the scope of the change, any adjustment to time and compensation, and any other relevant terms. Work performed without an executed change order shall be at risk of non-payment.

Confidentiality

Each party shall maintain in confidence all Confidential Information disclosed by the other party in connection with this Agreement and shall not use or disclose such information except as required to perform obligations hereunder or as required by law. Confidential Information does not include information that is or becomes public through no fault of the receiving party.

Insurance and Liability

The Service Provider shall maintain insurance customary for projects of similar scope, including comprehensive general liability, professional liability where applicable, and workers' compensation. Evidence of insurance shall be provided upon Client request. Liability shall be limited to direct damages to the extent permitted by law; neither party shall be liable for consequential or punitive damages except in cases of gross negligence or willful misconduct.

Termination

Either party may terminate this Agreement for material breach if the breach remains uncured after written notice and a cure period specified below. Upon termination, the Client shall pay the Service Provider for work performed to the date of termination and any reasonable demobilization costs.

Indemnification

To the fullest extent permitted by law, the Service Provider shall indemnify, defend and hold harmless the Client from any third-party claims, damages, losses and expenses arising out of the Service Provider's negligent performance of the services, except to the extent caused by the Client's negligent acts or omissions.

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 conflict of laws principles. The parties shall first attempt mediation; if unresolved, disputes shall be resolved by binding arbitration in the agreed venue unless the parties agree otherwise in writing.

Acceptance Testing and Handover

Acceptance testing procedures shall be performed in accordance with the accepted deliverable acceptance criteria. The Client shall provide written acceptance or a punch list within the acceptance period specified below.

Project Roles and Responsibilities

Project Manager (Service Provider) Responsibilities: overall schedule management, coordination of contractors, reporting to Client, management of quality assurance and safety compliance.

Client Responsibilities: timely approvals, provision of required information, access to site as needed, and timely payment per the Payment Schedule.

Notices

Formal notices under this Agreement shall be in writing and delivered to the addresses and contacts set forth below.

Miscellaneous

This Agreement, together with any attached schedules and executed change orders, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements and understandings. No amendment shall be effective unless in writing and signed by both parties.

Signatures

Client Name:

By:

Date:

Service Provider Name:

By:

Date:

Enter text✕

What a Project Management Construction Appointment Is

A Project Management Construction Appointment is a written instrument in which an owner or developer designates an individual or firm to act as project manager for a construction project. It defines the appointee's authority to supervise work, approve change orders, coordinate contractors and subcontractors, manage schedules and safety compliance, and receive notices on behalf of the appointing party. The document also typically sets the term, reporting obligations, limits of authority, and dispute resolution procedures. Many parties use an appointment to reduce ambiguity and expedite on-site decision-making.

Why formalizing the appointment matters

A clear appointment allocates decision authority, reduces contractor-owner disputes, and documents who may bind the project on contract and financial matters. It helps protect lien rights, clarifies payments and signatory limits, and creates an auditable record for claims or regulatory review.

Why formalizing the appointment matters

Who typically completes this appointment

Owners, developers, and lead contractors commonly prepare the appointment when centralized project oversight is required.

  • Project owners and developers who need a delegated representative to manage day-to-day operations and contractual approvals.
  • General contractors or construction managers who accept responsibility to coordinate subcontractors and maintain the project schedule.
  • Third-party project managers or consultants appointed to act as owner's agent with defined authority limits.

Use the appointment early in project setup to avoid gaps in authority during mobilization and procurement.

Step-by-step: completing a Project Management Construction Appointment

Follow these steps to create a clear, enforceable appointment that aligns with contract requirements and local rules.

  • 01
    Draft the document: Use standard appointment language and match contract references.
  • 02
    Define scope: List specific duties, limits, and financial authority.
  • 03
    Confirm signer authority: Verify corporate signatory power or board resolution if required.
  • 04
    Execute and authenticate: Obtain signatures, notarization, and distribute copies.

What to include for a professional appointment

A professionally drafted appointment balances operational clarity with legal protections; include these six elements to reduce future disputes.

Parties Identified

Full legal names and roles for the appointing party and the appointee, including business addresses and licensing or registration details where applicable.

Scope of Services

Concrete list of duties—site supervision, subcontractor coordination, inspection oversight, safety compliance—and any excluded responsibilities.

Authority Limits

Dollar thresholds, contract-signing limits, change order approval caps, and situations where prior owner consent is required.

Term and Termination

Effective date, duration, automatic renewal terms if any, and termination rights including notice periods and grounds for removal.

Reporting and Records

Required deliverables, frequency of status reports, budgeting and invoice procedures, and rights to inspect project records.

Dispute and Liability

Governing law, insurance and indemnity obligations, and dispute resolution mechanisms such as mediation or arbitration.

Essential legal and security details to record

Signer Identity: Name and title
Authentication: Signed with verifiable method
Audit Trail: Timestamps and IP
Encryption: TLS in transit
Data at Rest: AES-256 encryption
HIPAA BAA: If PHI involved

Common mistakes to avoid when preparing the appointment

  • Leaving scope vague or open-ended, which enables disputes over whether a given task was authorized and can lead to conflicting interpretations on site.
  • Failing to verify the signer's corporate authority or board resolution; unsigned or unauthorized appointments can be deemed void for lack of capacity.
  • Neglecting to set financial limits for change orders or subcontract approvals, which can expose the owner to unplanned costs and lien claims.
  • Skipping notarization or required witnesses where state law or contract requires them, potentially preventing recording or enforcement of the appointment.

Potential consequences of an improper appointment

Contract Voidance: Limited or no enforcement
Unauthorized Charges: Owner liable mistakenly
Lien Issues: Payment and lien risk
Delay Claims: Schedule disruptions
Regulatory Noncompliance: Permit or code risk
Reputational Impact: Contractor-owner disputes

How to route and finalize the signed appointment

A clear routing plan reduces execution time and ensures all stakeholders receive the executed document for their records.

  • Prepare document: Finalize language and insert fields.
  • Collect signatures: Invite signers and authenticate identity.
  • Notarize if needed: Use in-person or remote notarization.
  • Distribute copies: Send executed copies to all parties and file.

Digital signing and file requirements

Use a platform that supports secure e-signatures, audit trails, and common file formats to preserve enforceability and records.

  • Integrations: Procore, NetSuite, Salesforce
  • File Formats: PDF, DOCX
  • Authentication: Email, SMS, KBA

Timing considerations and typical deadlines

Establishing timing obligations in the appointment prevents disputes over when authority takes effect and how quickly actions must be taken.

Issue before mobilization:

Execute appointment prior to site mobilization to ensure decision authority is in place.

Effective date clause:

State MM/DD/YYYY to define when powers begin and notice windows run.

Notice for revocation:

Provide a required notice period, commonly 30 days, to avoid sudden project disruption.

Change order approvals:

Specify response windows to avoid payment or schedule delays.

Record retention timing:

Log execution and retain records per applicable retention rules.

Real-world examples of electronic appointments in construction

Organizations use electronic execution to speed approval and maintain compliance while working in the field or coordinating remote stakeholders.

Tim Martin, Martin Properties

The interface is simple and easy-to-use for our team.

  • Mobile signing allowed onsite approvals within hours.
  • We process and execute documents online with compliance and security, reducing delays between site decisions and contractor actions.

Dan Rotelli, BIS

We chose a platform with SOC 2 certification for enterprise security.

  • Centralized audit trails simplified contractor onboarding.
  • With secure electronic execution we shortened approval cycles and maintained clear records for audits and claims.

eSignature vendor pricing and capability snapshot

Basic starting prices and key capability indicators for common eSignature providers; signNow is listed first per platform comparison conventions.

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 plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes Yes
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA) Yes (BAA) Yes (BAA) Varies by plan Varies by plan
Envelope Cap No envelope cap 100 envelopes/user/year limit Varies by plan Varies by plan Varies by plan

Frequently asked questions about electronic Project Management Construction Appointments

Answers to common legal, execution, and practical questions when preparing or executing an appointment electronically.


Need help? Contact support

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