Can this be signed electronically?

Yes. Electronic signatures are legally recognized under the ESIGN Act (15 U.S.C. ch. 96) and most states’ UETA laws. Ensure intent, consent, attribution, and retention are documented to satisfy legal validity tests.

When is notarization required?

Notarization is not generally required for construction contracts, but state or lender conditions may require notarized signatures or acknowledgements for lien waivers and certain affidavits; verify local requirements.

Are remote notarizations acceptable?

Many states permit Remote Online Notarization (RON) with identity proofing and audio-video recording; requirements vary—confirm state notary commission rules before using RON.

How do I add a change order later?

Use a written change order signed by authorized parties that references the original contract exhibit number and states cost and schedule impacts; preserve both documents in the project record.

What if a signer’s name differs from their ID?

Mismatched names can delay enforcement and payments. Use the signer’s legal name, add DBA or title lines if needed, and consider including a notarized acknowledgement when identity is disputed.

How long should I keep signed agreements?

Retain executed agreements for the contract term plus at least three years for IRS purposes (IRC §6501(a)) and longer when industry regulations apply (e.g., HIPAA six-year rule). State rules may extend retention.

Electronic Signature
Templates
Project Management
Project Management Remodeling Agreement

Project Management Remodeling Agreement

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

PROJECT MANAGEMENT REMODELING AGREEMENT

Project Identification

Project Title Project ID

Client Name: Client Address:

Service Provider: Provider Address:

Project Manager (Client): Project Manager (Provider):

Agreement Date:

Recitals

This Project Management Remodeling Agreement (the Agreement) is entered into by Client Name: and Service Provider: . The parties agree that Provider shall perform project management and remodeling services as set forth below, subject to the terms and conditions of this Agreement.

Scope of Work

Description: The Provider shall furnish project management, coordination of contractors, scheduling, quality control, and remodeling work described below. Detailed scope:

Out of Scope

Deliverables and Acceptance

Deliverable 1 — Title:

Acceptance Criteria

Deliverable 2 — Title:

Acceptance Criteria

Deliverable 3 — Title:

Acceptance Criteria

Timeline and Milestones

Project Start Date: Project End Date (Estimated):

Milestone 1

Target Date:

Milestone 2

Target Date:

Milestone 3

Target Date:

Budget and Payments

Total Contract Price: $

Payment Schedule

Retainage Percentage: Contingency Amount: $

Change Order Procedure

All changes to the Scope of Work, schedule, or price must be made by written change order signed by an authorized representative of both parties. Change orders shall include a detailed description of the change, itemized cost adjustments, adjustments to the schedule, and any required approvals.

Change Order Approval Contact (Client) Change Order Approval Contact (Provider)

Insurance, Warranties, and Compliance

Insurance: The Provider shall maintain commercial general liability insurance, workers' compensation, and any other insurance required by law. Certificates of insurance shall be provided to Client upon request prior to commencement of on-site work.

Warranties: Provider warrants that all workmanship shall conform to industry standards and will be free from defects in workmanship for a period of from final acceptance, except for defects arising from normal wear, misuse, or modifications by others.

Confidentiality

Each party shall maintain the confidentiality of proprietary information disclosed in connection with this Agreement. Confidential information shall not be used for any purpose other than performance of this Agreement and shall not be disclosed to third parties except as required by law or with the prior written consent of the disclosing party. This obligation survives the termination of this Agreement for a period of three years.

Indemnification and Liability

Indemnification: Each party agrees to indemnify, defend, and hold harmless the other party from and against claims, liabilities, losses, damages, and expenses arising from the negligent acts or omissions of the indemnifying party, its employees, agents, or contractors in connection with performance under this Agreement.

Limitation of Liability: Except for liability arising from willful misconduct or gross negligence, neither party shall be liable to the other for consequential, incidental, special, or punitive damages. The aggregate liability of Provider for any claims arising out of or relating to this Agreement shall not exceed the total Contract Price paid by Client to Provider under this Agreement.

Termination

Either party may terminate this Agreement for material breach if the breaching party fails to cure the breach within fourteen (14) days after receipt of written notice. Upon termination, Client shall pay Provider for all work properly performed and documented through the effective date of termination, including any non-cancellable commitments made by Provider.

Governing Law and Dispute Resolution

Governing Law: This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction where the Project is located. Any dispute arising out of or relating to this Agreement shall be resolved first by negotiation between senior representatives. If negotiation fails, disputes shall be resolved by binding arbitration administered in accordance with the parties' selected arbitration rules, with the arbitrator empowered to award costs and reasonable attorneys' fees where permitted by law.

Project-Specific Conditions and Notes

Acknowledgement

The undersigned representatives warrant that they are authorized to execute this Agreement on behalf of the parties they represent and that the information provided herein is true and correct. Execution of this Agreement constitutes acceptance of the terms and conditions set forth.

Client Name:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Remodeling Agreement Is

A Project Management Remodeling Agreement is a written contract that defines the scope, schedule, responsibilities, payment terms, and dispute-resolution provisions for a remodeling project. It documents the relationship between the project manager, contractor, subcontractors, and client; allocates risk, describes deliverables, and sets acceptance criteria and warranty periods. The agreement centralizes project control points such as change order procedures, milestone payments, insurance and bonding requirements, and lien waiver expectations. Properly drafted, it reduces ambiguity during construction and creates an auditable record for payments, inspections, and final closeout.

Why this Agreement Matters for Remodeling Projects

A clear Project Management Remodeling Agreement reduces disputes, clarifies payment and acceptance triggers, and documents regulatory or permitting responsibilities. It protects owners, managers, and contractors by allocating liabilities, defining insurance and indemnity, and creating an auditable trail for payments and change orders.

Who Commonly Prepares and Signs This Agreement

Typical parties include property owners, general contractors, project managers, and primary subcontractors involved in the remodeling scope.

Property owners and developers: set budget, approve scope, and release payments according to milestones.
General contractors: manage schedules, hire subcontractors, maintain insurance, and accept change orders.
Project managers and construction managers: oversee quality control, coordinate inspections, and administer daily reporting.

Signatory Roles and Authority

Project Manager

Typically authorizes schedule changes, approves invoices up to defined thresholds, and issues change order requests. Must be named in the agreement with delegated authority limits and contact details to avoid disputes about decision-making.

Owner / Client

Holds final approval rights for substantial scope changes, payment releases, and final acceptance. The owner should provide a single authorized representative and specify escalation steps for disputed items.

Core Sections to Include in a Professional Remodeling Agreement

A comprehensive agreement contains sections that protect both parties and make project execution predictable. Each clause should be clear on responsibilities, deliverables, and remedies to minimize later contention.

Scope of Work

Detailed description of tasks, drawings, technical standards, and measurable acceptance criteria so there is no ambiguity about deliverables and responsibilities.

Schedule & Milestones

Define start date, critical milestones, completion dates, and liquidated damages or extensions for excusable delays tied to permits and inspections.

Payment Terms

Payment schedule, retainage, invoicing cadence, acceptable supporting documents, and remedies for late payment including interest or suspension rights.

Change Orders

Formal process for requesting, pricing, approving, and documenting changes including time and cost impacts and required approvals.

Insurance & Indemnity

Specify required general liability, workers' compensation, builder's risk, and indemnity language allocating responsibility for third-party claims.

Dispute Resolution

Choose governing law, venue, and ADR method (mediation, arbitration, or litigation) and include procedures for interim injunctive relief if needed.

Step-by-Step: Filling Out the Agreement

Complete the agreement in a logical order to avoid inconsistencies and missing approvals.

01

Gather documents: Collect plans, permits, licenses, and insurance certificates before drafting.
02

Detail scope: Insert numbered scope items and reference exhibits for clarity.
03

Set payments: Define milestone amounts, retainage, and invoice support requirements.
04

Sign and distribute: Obtain signatures from authorized signers and distribute executed copies to stakeholders.

How to Configure the Online Agreement Workflow

When completing the agreement online, configure routing, authentication, and retention rules to match project controls.

Field	Configuration
Signer Routing Order	Sequential or parallel routing with required signers per step.
Authentication Method	Email link, SMS code, or ID verification depending on risk level.
Conditional Fields	Show or hide payment or insurance fields based on responses.
Retention & Export	Enable audit trail, PDF/A export, and secure storage after signing.

Typical Routing and Submission Flow

A standard digital signing flow reduces turnaround time and preserves an audit trail for each action.

Upload Document: Attach the agreement and exhibits to the signing package.
Place Fields: Add signature, initial, date, and conditional fields where needed.
Send to Signers: Route via email or secure link to authorized recipients.
Store Completed: Archive signed PDF and audit log in a secure repository.

Digital Signing and Submission Considerations

Choose an eSignature process that records signer identity, timestamp, and an immutable audit trail.

Authentication: Email, SMS, or ID verification
File formats: PDF, DOCX supported
Integrations: CRM, storage, project tools

Key Deadlines and Timing Expectations

Track contract-specific deadlines and common statutory schedules that affect project delivery and claims.

Effective Date and Notice Periods:

Start dates, cure periods, and notice timelines that trigger remedies or extensions.

Milestone Payment Dates:

Dates tied to inspections, permits, or percentage completion for disbursement.

Change Order Response Time:

Typical 7–14 day window for pricing and approval unless otherwise stated.

Warranty Start and Duration:

Warranty often begins at final acceptance; common terms are 1–2 years.

Lien Notice Deadlines:

Pre-lien and lien filing timeframes vary by state and are time-sensitive.

Project Milestones from Contract to Closeout

A simple milestone flow helps align payment, inspection, and acceptance checkpoints across stakeholders.

01

Pre-Construction

Permits issued, mobilization plan approved, initial deposit paid.

02

Construction Start

Site mobilized, safety plan in place, schedule baseline established.

03

Substantial Completion

Punch list created and partial retainage release may be triggered.

04

Final Closeout

Final payment, lien waivers collected, warranties delivered.

Essential Security and Compliance Elements

Encryption: TLS 1.2/1.3 in transit

Data at Rest: AES-256 encryption

Audit Trail: Timestamped action log

HIPAA Support: BAA available when required

Standards: SOC 2 Type II, ISO 27001

Authentication: Multi-factor and KBA options

Consequences of an Incomplete or Incorrect Agreement

Enforceability Risk: Contract may be voided

Mechanic's Lien: Unpaid parties may file lien

Delay Claims: Costly schedule disputes

Financial Penalties: Interest, liquidated damages

Regulatory Fines: Permitting noncompliance penalties

Reputational Harm: Client and subcontractor trust loss

Common Preparation Mistakes to Avoid

Leaving scope descriptions vague or unnumbered, which makes change orders and acceptance subjective and increases disputes.
Failing to name an authorized signer or listing a signatory who lacks signing authority, causing delays or rejected invoices.
Omitting license, insurance, or bonding requirements for contractors and subcontractors, which can expose owners to liability.
Not aligning payment milestones to verifiable inspections or deliverables, creating disagreement about whether payments are due.

Real-World Examples of Online Contract Use

These examples show how digital agreements and signatures have been applied to property and construction workflows.

Optica Ventures

Optica streamlined customer workflows using online agreements and digital signatures to reduce back-and-forth.

The interface was simple for clients.
By centralizing forms and signatures, the team shortened approval cycles and reduced administrative burden across multiple renovation projects.

Martin Properties

Martin Properties moved execution online for property-related contracts and closed transactions without in-person meetings.

They processed documents on mobile devices.
This approach preserved compliance, made remote approvals possible during inspections, and reduced time-to-completion for small renovation jobs.

eSignature Pricing Snapshot for Contract Execution

This comparison highlights typical starting prices and feature availability for common eSignature vendors used to execute remodeling agreements.

	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
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Troubleshooting

Answers to common questions about electronic execution, notarization, change orders, and recordkeeping for remodeling agreements.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are legally recognized under the ESIGN Act (15 U.S.C. ch. 96) and most states’ UETA laws. Ensure intent, consent, attribution, and retention are documented to satisfy legal validity tests.
When is notarization required?
Notarization is not generally required for construction contracts, but state or lender conditions may require notarized signatures or acknowledgements for lien waivers and certain affidavits; verify local requirements.
Are remote notarizations acceptable?
Many states permit Remote Online Notarization (RON) with identity proofing and audio-video recording; requirements vary—confirm state notary commission rules before using RON.
How do I add a change order later?
Use a written change order signed by authorized parties that references the original contract exhibit number and states cost and schedule impacts; preserve both documents in the project record.
What if a signer’s name differs from their ID?
Mismatched names can delay enforcement and payments. Use the signer’s legal name, add DBA or title lines if needed, and consider including a notarized acknowledgement when identity is disputed.
How long should I keep signed agreements?
Retain executed agreements for the contract term plus at least three years for IRS purposes (IRC §6501(a)) and longer when industry regulations apply (e.g., HIPAA six-year rule). State rules may extend retention.

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