Can this agreement be signed electronically?

Yes. Under the federal ESIGN Act (15 U.S.C. §7001) and state UETA statutes, electronic signatures are legally enforceable when intent, consent, attribution, and record retention are present. Verify any state-specific exceptions such as notarization or deed requirements before e-signing.

When is notarization required?

Notarization depends on the instrument and state law. Deeds and some conveyances usually require a notary and sometimes witnesses. Remote online notarization (RON) is permitted in many states but rules vary; consult the state notary commission and local recording office.

How should surveys be attached?

Attach certified survey PDFs as exhibits, reference parcel IDs and legal descriptions in the body, and include surveyor contact information. Confirm file formats accepted by the recorder and include a signed surveyor certification when required for recording.

What if a party's name is incorrect?

Incorrect party names can delay recording and create title issues. Correct by executing an amendment or affidavit of correction per local recorder procedures; in some cases re-execution with notarization is required. Coordinate with title insurer to clear exceptions.

Can lenders require additional steps?

Yes. Lenders often require review, endorsement, or conditioned releases before allowing lot transfers. Provide executed agreements, surveys, and title insurer endorsements early to satisfy lender conditions and avoid closing delays or funding holds.

How to validate eSign platform compliance?

Confirm the eSignature provider complies with ESIGN and UETA, offers audit trails, supports notarization or RON as needed, and can provide a BAA for HIPAA if health data is included. Request SOC 2 or ISO reports when required.

Electronic Signature
Templates
Project Management
Project Management Lot Split Agreement

Project Management Lot Split Agreement

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

PROJECT MANAGEMENT LOT SPLIT AGREEMENT

Project Identification

Project Title:

Project ID: Client Name:

Service Provider Project Manager (Provider)

Recitals

This Project Management Lot Split Agreement (the Agreement) is entered into between the Client identified above and the Service Provider identified above. The parties desire that the Service Provider perform project management, permitting coordination, surveying interface and construction coordination necessary to split and record existing property into separate lots as further described in this Agreement.

Scope of Work

The Service Provider shall perform the following work in accordance with the terms herein and applicable law:

Detailed Scope Description Lot Split – Existing Parcel Resulting Parcels (summary) Out-of-Scope Items

Deliverables and Acceptance Criteria

The Service Provider will deliver the following items. Acceptance of each deliverable is subject to the criteria described.

Deliverable 1 - Survey and Boundary Report Deliverable 2 - Parcel Map / Subdivision Documents

Timeline and Milestones

Project Start Date: Project End Date (estimated):

Milestone 1 Milestone 2

Budget and Payment

Total Contract Price:

Payment Schedule Change Order Process

Permits, Survey & Approvals

Responsibility for obtaining permits, approvals and agency coordination shall be allocated as follows:

Survey Verification and Boundary Determination

Liability, Insurance and Indemnity

The Service Provider shall maintain professional liability and general liability insurance in amounts sufficient for the scope of work. The Service Provider agrees to indemnify and hold harmless the Client from claims arising from the Service Provider’s negligent acts or omissions in the performance of services under this Agreement, subject to applicable law and limitations set forth below.

Warranties and Representations

Each party represents that it has authority to enter into this Agreement. The Service Provider warrants that services will be performed in a professional manner consistent with industry standards. Except as expressly provided, no other warranties, express or implied, are made.

Termination

Either party may terminate this Agreement upon written notice if the other party materially breaches and fails to cure within the period specified in a written notice. Upon termination the Client shall pay for all services performed and reimbursable expenses incurred through the termination date in accordance with the payment schedule.

Dispute Resolution

The parties shall first attempt to resolve disputes through good faith negotiation. If unresolved within thirty (30) days, the parties agree to proceed to mediation. If mediation fails, unresolved claims shall be submitted to binding arbitration under the rules agreed by the parties and governed by the law specified below.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the state or jurisdiction in which the property is located, without regard to conflict of law principles.

Notices

Client Notice Address Service Provider Notice Address

Miscellaneous

This Agreement, including any exhibits or attachments, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior negotiations and agreements. Amendments must be in writing and executed by authorized representatives of both parties.

Additional Provisions / Special Instructions

Client:

By:

Date:

Service Provider:

By:

Date:

What a Project Management Lot Split Agreement Is

The Project Management Lot Split Agreement is a contractual document used when subdividing a property or allocating parts of a project site into separate lots for development, sale, or phased construction. It defines boundaries, responsibilities for surveys, permitting, utility connections, access, pro rata allocation of shared costs, and project milestones. The agreement assigns roles for developers, contractors, and landowners, sets dispute resolution and insurance requirements, and specifies filing or recording obligations with local land records. Parties use it to coordinate approvals, avoid encumbrance conflicts, and document who pays for infrastructure and compliance tasks.

Why this Agreement Matters for Projects

A Project Management Lot Split Agreement clarifies obligations, reduces disputes among owners and contractors, and creates a record for permitting and recording. It helps coordinate infrastructure costs, align project schedules, and preserve lien priority by documenting agreed responsibilities and timelines.

Who Typically Uses a Lot Split Agreement

Developers, municipal planners, general contractors, surveyors, and landowners commonly use this agreement when splitting lots for phased development.

Developers coordinating subdivision schedules, infrastructure construction, permitting, and shared funding responsibilities
Contractors managing phased work, access rights, and liability allocation during construction
Municipal or county planners reviewing recording requirements and easement allocations

Parties should confirm authorized signers and local filing requirements before execution to avoid recording or permitting delays.

Core Clauses to Include

Essential clauses in a Project Management Lot Split Agreement define scope, responsibilities, timelines, cost sharing, access, and dispute resolution to reduce project risk.

Boundary Description

Precisely describe the new lot boundaries, reference the survey and legal descriptions, and attach a map exhibit so recorders and title insurers can verify the split.

Survey & Permits

Specify who orders and pays for boundary and topographic surveys, which permits are required, permit responsibility timelines, and who handles review comments during municipal approval.

Infrastructure Obligations

Assign responsibility for utilities, road construction, drainage, easements, and maintenance schedules; specify payment shares, security deposits, and timing tied to lot recordings or construction milestones.

Cost Allocation

Detail pro rata formulas, contingency handling, payment deadlines, remedies for nonpayment, and whether costs follow lot ownership or remain joint obligations until final release.

Access & Easements

Define temporary and permanent access routes, construction staging areas, rights to cross neighboring lots, and mechanisms to record easements with precise descriptions and survey references.

Dispute Resolution

Include negotiation timelines, mediation and arbitration clauses, choice of governing law, venue, and who bears attorney fees to streamline dispute handling and limit litigation delays.

Step-by-Step: Preparing and Executing the Agreement

Follow these steps to prepare and execute a lot split agreement conforming to local recording rules and project schedules.

01

Draft: Collect survey, legal descriptions, and proposed lot map.
02

Assign Roles: Specify party responsibilities, cost shares, and milestone owners.
03

Review: Obtain municipal permits, title review, and insurer input.
04

Record: Sign, notarize if required, and file with county recorder.

How to Configure an Online Workflow

Configure an online workflow to collect signatures, attach exhibits, and route approvals for the lot split agreement.

Online Workflow Fields and Configuration	Recommended configuration options and notes
Signer Authentication Method & Strength	Use email link by default; add SMS or KBA for high assurance.
Signature Field Types and Settings	Include signature, initials, date, and notarization checkbox.
Signing Order and Routing Rules	Set sequential routing or parallel signers per lot.
Attach Exhibits and Survey Files	Require map, survey PDF, and permit scans on submission.

Where to File or Send the Executed Agreement

This section explains standard destinations and recipients for executed lot split agreements and exhibits in local jurisdictions.

County Recorder: File original deed or instrument for public record; include required recording fee.
Planning Dept: Submit plans and permits to municipal planning or zoning office per local rules.
Title Company: Provide executed agreement and survey to the title insurer for endorsement and exception clearing.
Lenders / Parties: Share copies with mortgagees, co-owners, and contractors to verify obligations and lien positions.

Distribution and eSubmission Considerations

Use digital tools that support document formats, integrations, and compliance for secure distribution and eSubmission.

Formats: PDF, DOCX, and fillable forms supported
Integrations: Connectors: Salesforce, NetSuite, Google Workspace
Authentication: Email, SMS, SSO, and advanced options

Common Deadlines and Date-Sensitive Steps

Typical deadlines relate to permit approvals, recording windows, milestone payments, and inspection timelines; local agencies set exact dates.

Permit Application Submission Deadline by Agency:

Submit permit applications before construction mobilization.

Recording Window After Execution and Approval:

Record instruments promptly after all parties sign.

Scheduled Milestone Payment Dates and Remedies:

Payments tied to completion stages and lot acceptance.

Inspection, Approval, and Certification Timeline:

Inspections required before clearing occupancy or lot transfer.

Permit Expiration and Renewal Notice Requirements:

Track permit expiry to avoid lapsed approvals and reapplication.

Key Milestones from Planning to Closeout

Milestones show the lot split lifecycle from planning through recording and final inspections to transfer or sale.

01

Planning & Survey

Complete survey, legal descriptions, and preliminary approvals

02

Permitting & Approvals

Obtain zoning, environmental, and utility permits before construction

03

Construction & Infrastructure

Build utilities, roads, and drainage per agreed schedule

04

Recording & Closeout

Execute documents, record split, and release securities or liens

Common Preparation Mistakes to Avoid

Using informal lot descriptions or maps can result in recording rejection or title exceptions, delaying closings and increasing legal costs.
Failing to identify and allocate easement and access rights leads to construction access disputes and potential injunctions or costly remediation.
Not clarifying which party pays for surveys, permits, and inspections frequently causes payment disputes and project stoppages.
Skipping notarization or proper witness procedures where required by state law may invalidate recording or trigger re-execution.

Practical Risks and Consequences

Recording Rejection: Recorders may reject incomplete instruments

Title Exceptions: Title insurer may add exceptions

Project Delays: Construction schedule disruptions

Financial Penalties: Contractual fines or interest

Lien Risk: Unpaid work may generate liens

Legal Costs: Litigation and re-execution expenses

Comparing eSignature Vendors for Lot Split Workflows

Compare baseline plans and capabilities for e-signing lot split agreements and related exhibits across common eSignature providers.

	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)	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes (BAA)	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies	Varies	Varies

Real-World Examples

Examples show how developers and property managers use standardized agreements to reduce delays and improve recording accuracy.

Martin Properties

Martin Properties used a lot split agreement to coordinate phased townhome construction and manage shared infrastructure responsibilities among three builders.

Reduced on-site disputes and clarified payments.
By attaching certified survey exhibits and an explicit cost-allocation schedule, the parties recorded the split without title exceptions, met lender requirements, and completed phased closings on schedule, reducing legal fees and avoiding construction stoppages.

Optica Ventures

Optica Ventures applied a standardized lot split to streamline developer responsibilities and speed municipal approvals across phased parcels.

Improved turnaround time for approvals.
The agreement included clear survey references, a binding schedule for permitting milestones, and an allocation of inspection costs, which reduced back-and-forth with the planning department and allowed successive lots to close predictably.

Frequently Asked Questions

Frequently asked questions address execution, recording, notarization, and technology options for Project Management Lot Split Agreements.

Need help? Contact support

Can this agreement be signed electronically?
Yes. Under the federal ESIGN Act (15 U.S.C. §7001) and state UETA statutes, electronic signatures are legally enforceable when intent, consent, attribution, and record retention are present. Verify any state-specific exceptions such as notarization or deed requirements before e-signing.
When is notarization required?
Notarization depends on the instrument and state law. Deeds and some conveyances usually require a notary and sometimes witnesses. Remote online notarization (RON) is permitted in many states but rules vary; consult the state notary commission and local recording office.
How should surveys be attached?
Attach certified survey PDFs as exhibits, reference parcel IDs and legal descriptions in the body, and include surveyor contact information. Confirm file formats accepted by the recorder and include a signed surveyor certification when required for recording.
What if a party's name is incorrect?
Incorrect party names can delay recording and create title issues. Correct by executing an amendment or affidavit of correction per local recorder procedures; in some cases re-execution with notarization is required. Coordinate with title insurer to clear exceptions.
Can lenders require additional steps?
Yes. Lenders often require review, endorsement, or conditioned releases before allowing lot transfers. Provide executed agreements, surveys, and title insurer endorsements early to satisfy lender conditions and avoid closing delays or funding holds.
How to validate eSign platform compliance?
Confirm the eSignature provider complies with ESIGN and UETA, offers audit trails, supports notarization or RON as needed, and can provide a BAA for HIPAA if health data is included. Request SOC 2 or ISO reports when required.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now