Establishing secure connection…Loading editor…Preparing document…

Project Management Delivery Agreement

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

PROJECT MANAGEMENT DELIVERY AGREEMENT

Project Identification

Effective Date:    Project Title:

Client Project Manager:    Provider Project Manager:

Recitals

This Project Management Delivery Agreement (the "Agreement") sets forth the terms under which Service Provider will perform project management services and deliverables for Client in connection with the Project Title identified above. Parties agree to the terms and obligations set forth below.

Scope of Work

Deliverables and Acceptance

Deliverables will be provided according to the descriptions, schedules and acceptance criteria set forth below. Client's acceptance shall be governed by the Acceptance Procedure described in this Agreement.

Due Date:    Acceptance Criteria:

Due Date:    Acceptance Criteria:

Due Date:    Acceptance Criteria:

Timeline and Milestones

Project Start Date:    Project End Date (estimated):

Budget and Payment

Confidentiality

Each party shall maintain Confidential Information of the other party in strict confidence and shall not disclose such information except as necessary to perform this Agreement. Confidential Information shall remain confidential for a period of years following termination or expiration of this Agreement. Confidential Information does not include information that is publicly known through no breach by the receiving party or that is independently developed.

Intellectual Property

Unless otherwise agreed in writing, Client shall own final deliverables delivered under this Agreement upon full payment. Service Provider retains ownership of pre-existing materials, general know-how, methodologies and tools. The parties will execute any assignments reasonably necessary to effectuate the foregoing.

Warranties; Limitation of Liability

Service Provider warrants that services will be performed in a professional manner consistent with industry practice for a period of days from acceptance. EXCEPT FOR THE LIMITED WARRANTY SET FORTH ABOVE, SERVICES ARE PROVIDED "AS IS" AND BOTH PARTIES DISCLAIM ALL OTHER WARRANTIES. LIABILITY of either party shall be limited to direct damages not to exceed the total fees paid under this Agreement in the prior twelve (12) months; NEITHER PARTY SHALL BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL OR PUNITIVE DAMAGES.

Termination

This Agreement may be terminated by either party for material breach if the breach remains uncured for a period of days after written notice. Either party may terminate for convenience upon days' prior written notice; Client remains liable for fees for work performed and reasonable wind-down costs.

Acceptance Procedure

Upon delivery of a deliverable, Client shall have days to review and provide written acceptance or a detailed list of deficiencies. If no timely notice of breach or deficiency is provided, the deliverable shall be deemed accepted.

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 choice-of-law principles. The parties shall attempt in good faith to resolve disputes by negotiation; if unresolved, disputes shall be submitted to binding arbitration in the chosen jurisdiction unless the parties agree otherwise in writing.

Miscellaneous

Entire Agreement: This Agreement, including any attachments and executed change orders, constitutes the entire agreement between the parties with respect to the Project and supersedes prior proposals, negotiations and agreements. Any amendment must be in writing and signed by authorized representatives of both parties.

Client — Printed Name:

By:

Date:

Service Provider — Printed Name:

By:

Date:

Enter text✕
Prepare your document for signing right on this page
  • 01 Edit the text and complete the fields
  • 02 Click Sign Now and on the next screen add recipients and signature fields in SignNow
  • 03 Start your free trial to sign and send your doc
Sign Now

What the Project Management Delivery Agreement Is and When It Applies

A Project Management Delivery Agreement is a written contract that sets out the scope, responsibilities, deliverables, schedule, acceptance criteria, and payment terms for project management services. It defines who is responsible for project governance, reporting, change control, and risk management during the engagement. The agreement can be used between a client and a project manager, a consulting firm and a client, or as part of a broader services contract. Clear deliverable definitions and acceptance criteria reduce disputes and give teams a shared basis for progress and invoicing.

Why using a formal delivery agreement benefits projects

A formal Project Management Delivery Agreement clarifies scope, reduces ambiguity, establishes payment and acceptance triggers, and preserves remedies if milestones slip. It protects both parties by documenting roles, escalation paths, liability limits, and change-order procedures, making performance expectations enforceable and measurable.

Why using a formal delivery agreement benefits projects

Who typically prepares and signs this agreement

Use this agreement to align commercial terms with operational processes and to provide an enforceable record of commitments.

  • Client project sponsors and procurement teams seeking clear deliverables, schedules, and payment terms across vendors and contractors.
  • Project management firms or independent PMs who need defined acceptance criteria, scope boundaries, and liability caps for service delivery.
  • Legal, finance, and procurement reviewers who ensure contract language aligns with company policy and budgetary controls.

Typical signers and their roles

Client Representative

A director-level project sponsor or procurement manager usually signs on behalf of the client. They confirm budget authority, define acceptance criteria, and retain the right to approve change orders and withhold payments for unmet milestone obligations.

Service Provider

An authorized officer or operations manager for the PM firm signs on behalf of the provider. That signer accepts responsibility for staffing, delivery schedules, reporting cadence, and liability limits specified in the agreement.

Essential clauses every professional delivery agreement should include

A robust Project Management Delivery Agreement contains standard commercial, operational, and legal provisions that govern how the work will be performed, measured, and paid.

Scope of Work

Precise deliverables, milestones, exclusions, and acceptance criteria so parties share a single, testable definition of completed work and avoid scope creep.

Schedule and Milestones

Detailed timeline with milestone dates, deliverable handoffs, review periods, and consequences for missed dates to manage expectations and cash flow.

Fees and Payment

Fee model (fixed, time-and-materials, milestone-based), invoicing cadence, late-payment interest, and any retainers or holdbacks tied to acceptance.

Change Control

Formal process for specifying, quoting, approving, and documenting scope or schedule changes and their impact on costs and timelines.

Liability and Insurance

Limitations of liability, indemnities, and required insurance types/limits (professional liability, general liability) appropriate to project risk.

Termination and Remedies

Termination for convenience and cause clauses, cure periods, transition assistance obligations, and post-termination deliverable ownership.

Step-by-step: completing the Project Management Delivery Agreement

Follow these steps in sequence to prepare, verify, and finalize the agreement with minimal rework.

  • 01
    Draft the SOW: List tasks, deliverables, and acceptance tests.
  • 02
    Set milestones: Assign dates, owners, and review cycles.
  • 03
    Define payments: Tie payments to clearly defined milestones.
  • 04
    Obtain signatures: Collect signatures and retain the executed copy.

Configure an online signing workflow for delivery agreements

Set up a digital workflow that enforces signing order, required fields, and authentication to reduce approval delays.

Field Configuration
Signing Order Client first | Provider second
Required Fields Signatures, dates, milestone acceptance
Authentication Email + SMS code or stronger where needed
Notifications Automatic reminders at configurable intervals

Where to send completed agreements and common routing options

Decide destination and retention for signed agreements based on internal policy and legal needs.

  • Client Legal: Final executed copy retained by client legal team.
  • Provider Records: Provider stores executed agreement and SOW for delivery tracking.
  • Project Repository: Attach signed contract to project folder in PM tool.
  • Finance / AP: Send invoice and signed agreement to accounts payable.

Technical requirements for digital completion and signing

Ensure retention, audit trail capture, and any required BAA or compliance configurations are enabled prior to execution.

  • File formats: PDF and DOCX accepted
  • Integrations: Salesforce, NetSuite, Google Workspace, Box
  • Authentication: Email, SMS, KBA, SSO

Key dates and common deadline types to include

Explicit dates reduce disputes. Include milestone deadlines, acceptance windows, invoice due dates, and cure periods.

Contract Effective Date:

Date obligations begin and trigger schedule performance

Milestone Delivery Date:

Firm date for each deliverable and handoff

Acceptance Window:

Number of days client has to accept or reject

Invoice Due Date:

Payment terms such as Net 30

Cure Period:

Time allowed to remedy a breach before termination

Typical milestone lifecycle from contract to closeout

Track milestone stages so responsibilities and approvals are visible at each phase.

01

Contract Execution

Agreement signed, governance assigned, project kick-off scheduled.

02

Initial Delivery

First deliverable submitted for client review and testing.

03

Acceptance and Invoicing

Client accepts deliverable then provider issues milestone invoice.

04

Project Closeout

Final acceptance, lessons learned, and transition documentation provided.

Common mistakes that cause delays or disputes

  • Ambiguous scope language that omits deliverable-level acceptance criteria and test procedures, leading to disagreement over completion.
  • Missing or vague milestone dates and acceptance windows, which delay invoicing and create cash-flow disputes.
  • Failing to document change-order procedures or not using them consistently, causing unmanaged scope creep and budget overruns.
  • Inadequate signature authority verification, resulting in unsigned or later-challenged agreements and rework.

Risks and potential consequences of an incorrect agreement

Payment Delays: Lost revenue and collection disputes
Scope Disputes: Change orders and rework costs
Contract Liability: Exposed to indemnity and damages
Regulatory Exposure: Noncompliance in regulated industries
Termination Risk: Early contract termination costs
Evidence Gaps: Weak audit trail for enforcement

Comparing eSignature vendor costs and basic features

Basic pricing and feature signals help select an eSignature tool for executing delivery agreements; confirm details with each vendor before purchasing.

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, no credit card required Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes (Business Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Varies Varies Varies Varies
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Real-world examples of delivery agreements in use

Practical examples show how organizations tailor terms to project needs and compliance requirements.

Martin Properties — Tim Martin

Tim Martin used online delivery agreements to close ongoing property management projects remotely and reduce turnaround times

  • Project milestones and acceptance criteria were embedded in the SOW to eliminate disputes
  • Resulted in consistent invoicing and cleaner audit trails, with all documents available across mobile and desktop.

Xerox — Kodi-Marie Evans

Xerox integrated signed delivery agreements with NetSuite to automate post-acceptance invoicing

  • Signatures and metadata synced via API for faster revenue recognition
  • Integration improved visibility into contract status and reduced manual reconciliation between systems.

Practical tips for efficient and enforceable agreements

Adopt these practices to minimize disputes and speed execution.

Use clear acceptance tests
Define measurable acceptance criteria for each deliverable, include test procedures, and specify acceptance timelines to avoid subjective rejections.
Tie payments to milestones
Link invoicing to completed, accepted milestones and require sign-off forms to trigger payment to reduce cash-flow disputes.
Limit ambiguous language
Avoid vague terms such as 'reasonable efforts' without context; specify expected outcomes, deliverable formats, and responsibilities.
Maintain an audit trail
Preserve executed copies, change orders, and communications; include digital audit logs showing signer identity, timestamp, and IP data.

Security and compliance considerations

Encryption: TLS 1.2/1.3 in transit, AES-256 at rest
Certifications: SOC 2 Type II and ISO 27001 certified
HIPAA: Compliant with BAA available
21 CFR Part 11: Support for regulated FDA workflows
ESIGN / UETA: Meets ESIGN and UETA legal requirements
Accessibility: WCAG 2.0 Level AA support

Frequently asked questions and troubleshooting

Answers to common questions encountered while preparing, executing, and storing Project Management Delivery Agreements.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users
Sign Now
Company
Forms
Pricing
Resources
Knowledge base
Other Products
© 2026 airSlate Inc. All rights reserved.