Who must sign the agreement?

All parties with contractual authority must sign: the property owner or authorized representative and the designated project manager or management firm. Verify signatory authority to avoid challenges to enforceability.

Can the agreement be electronically signed?

Yes. Electronic signatures meet legal standards under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.

Is notarization required?

Not usually required for construction management contracts, but jurisdictions or lenders may request notarized signatures for certain exhibits or power-of-attorney documents; verify local rules.

What records should I keep?

Retain the executed agreement, change orders, invoices, insurance certificates, and permit approvals. Follow IRS and industry retention schedules; see federal and HIPAA timelines if applicable.

How are change orders handled?

Ensure the agreement defines written change-order procedures with approval authorities, pricing method, and schedule impact to prevent unauthorized work and payment disputes.

What happens if a party breaches?

Refer to the dispute resolution clause for remedies. Typical outcomes include cure periods, liquidated damages, arbitration, or court actions depending on the contract terms.

Electronic Signature
Templates
Project Management
Project Management Renovation Agreement

Project Management Renovation Agreement

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

PROJECT MANAGEMENT RENOVATION AGREEMENT

This Project Management Renovation Agreement (the Agreement) is made and entered into between Client Name: and Service Provider Name: . Effective Date: .

Project Identification

Project Title Project ID Client Contact & Address Service Provider Contact & Address Project Manager

Scope of Work

The Service Provider shall perform project management, coordination, supervision, and specified renovation services as set forth below. All work shall conform to the documents and schedule agreed by the parties.

Detailed Scope of Work Out of Scope Items

Deliverables & Acceptance

The Service Provider shall deliver the following items. Each deliverable is subject to the Acceptance Criteria listed; acceptance shall not be unreasonably withheld.

Deliverable 1 — Title Description Acceptance Criteria Due Date Deliverable 2 — Title Description Acceptance Criteria Due Date

Project Timeline & Milestones

Project Start Date Project End Date (Estimated) Milestone 1 Due Date

Budget, Fees & Payment Terms

Total Contract Amount Billing Method (select all that apply)

Fixed Price Time & Materials Unit Pricing

Payment Schedule Retention / Holdback Change Order Procedure

All changes to the Scope shall be authorized only by a written Change Order signed by both parties, which shall specify adjustments to price, schedule and deliverables.

Insurance, Indemnity & Liability

The Service Provider shall maintain commercial general liability, workers' compensation, and professional liability insurance in amounts customary for renovation project management services and shall provide certificates of insurance upon request. To the fullest extent permitted by law, the Service Provider shall indemnify and hold harmless the Client from claims arising out of the Service Provider’s negligent acts, errors or omissions in performance of the Services, except to the extent caused by the Client’s gross negligence or willful misconduct.

Confidentiality

Each party shall keep confidential and not disclose to any third party non-public information received from the other party in connection with this Agreement, and shall use such information solely for performance under this Agreement. The obligation of confidentiality shall survive termination or expiration of this Agreement for a period of three (3) years, unless otherwise required by law.

Acceptance, Completion & Punchlist

Upon completion of the Services, the Client shall have a period of days to perform final inspection and issue a written Acceptance or list of Punchlist items. Final payment and release of retention shall be made within days following Final Acceptance.

Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below.

Client Notice Address Service Provider Notice Address

Governing Law & Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the state of , without regard to conflict of law principles. Any dispute arising under this Agreement shall first be subject to good faith negotiation between the parties. If unresolved, disputes shall be resolved by binding arbitration in accordance with the parties' arbitration agreement.

Miscellaneous Provisions

Entire Agreement: This Agreement, including any attachments or Change Orders, constitutes the entire agreement between the parties and supersedes prior negotiations. Amendments must be in writing and signed by both parties. Severability: If any provision is declared invalid, the remainder shall remain in effect. Assignment: Neither party may assign this Agreement without the other party's prior written consent, except to a successor entity in connection with a merger or sale of substantially all assets.

Signatures

Client Printed Name:

By:

Date:

Service Provider Printed Name:

By:

Date:

What the Project Management Renovation Agreement Is

A Project Management Renovation Agreement is a written contract that defines the scope, responsibilities, schedule, payment terms, and risk allocation between a client and the party managing a renovation project. It documents deliverables, milestones, change-order procedures, insurance and indemnity provisions, inspection and acceptance criteria, and dispute resolution mechanisms. The agreement clarifies who supervises subcontractors, obtains permits, and coordinates inspections, reducing ambiguity that can cause delays or cost overruns. Use this agreement to set expectations, protect parties’ rights, and create an enforceable record of the renovation project’s obligations and timelines.

Why a Formal Agreement Matters for Renovation Projects

A clear Project Management Renovation Agreement reduces disputes, assigns risk, and aligns schedule and budget expectations. It provides a contractually enforceable framework for change orders, payment milestones, and quality standards, which supports timely completion and predictable cost management.

Who Typically Uses This Agreement

The document also suits lenders, property managers, and legal counsel who require a clear record of duties and approvals during a renovation.

Property owners seeking to hire a project manager for a residential or commercial renovation.
Project managers or construction managers defining responsibilities, subcontractor oversight, and fee structure.
General contractors and design-build firms formalizing coordination, schedules, and change-order authority.

Primary Signers and Roles

Owner

The property owner or client who funds the renovation. The owner approves scope, authorizes payments, and signs change orders; their signature binds financial obligations and acceptance criteria under the agreement.

Project Manager

The manager or management firm responsible for scheduling, supervising subcontractors, procuring permits, and reporting progress. Their signature confirms acceptance of responsibilities, fee structure, and liability limits described in the agreement.

Essential Data Fields to Include

Parties: Legal names

Project Address: Full street address

Scope Summary: High-level scope

Payment Terms: Amounts & schedule

Effective Date: MM/DD/YYYY

Termination: Notice & cure

Core Clauses Every Professional Agreement Should Contain

A robust Project Management Renovation Agreement organizes obligations and risk into discrete clauses so each party’s duties are clear throughout planning, execution, and closeout.

Scope of Work

Detailed description of services, deliverables, exclusions, and reference to drawings or exhibits so scope disputes are minimized and change-control is clear.

Schedule and Milestones

Project timeline with milestone dates, critical-path activities, and procedures for adjusting timeframes for approved change orders or delays beyond parties’ control.

Compensation

Fee structure, invoicing cadence, retainage, reimbursable costs, and payment triggers tied to milestone acceptance or percent complete.

Change Orders

Formal change-order process specifying written approval, pricing method, schedule impact analysis, and authority limits for unilateral changes.

Insurance and Indemnity

Required insurance types and limits, additional insured endorsements, and indemnification allocation for third-party claims and property damage.

Dispute Resolution

Mechanism for claims (negotiation, mediation, arbitration, or court), choice of law, and venue for resolving contract disputes.

Step-by-Step: How to Complete the Agreement

Follow these steps to prepare, review, and execute a Project Management Renovation Agreement in a structured and auditable way.

01

Draft: Assemble scope, schedule, and payment draft for initial review.
02

Review: Legal and insurance review; confirm permits and licensing requirements.
03

Negotiate: Answer questions, finalize change-order and indemnity language.
04

Execute: All authorized signers sign, dates recorded, and copies distributed.

How to Configure an Online Signing Workflow

Set up a digital workflow to route the agreement for signatures, verification, and storage while capturing an audit trail for compliance.

Field	Configuration
Signer Order	Sequential or parallel routing
Authentication	Email + SMS code or ID verification
Attachments	Permit copies and insurance certificates
Audit Trail	Enable IP, timestamp, and certificate

Digital Signing and File Format Requirements

Use an eSignature platform that preserves PDF integrity, provides an audit trail, and supports authentication methods appropriate to project risk.

Formats: PDF, DOCX
Integrations: Salesforce, NetSuite, Procore
Security: AES-256 at rest

Where to Send the Completed Agreement

After execution, distribute the executed agreement to all parties, retain a signed master copy, and provide permit authorities or lenders with required documents.

Owner Copy: Deliver fully executed PDF to owner and property file.
Manager Copy: Project manager retains original for administration.
Permitting Authority: Submit required exhibits with building permit applications.
Lender / Stakeholder: Provide executed agreement if required for funding conditions.

Typical Timelines and Deadline Expectations

Key dates govern commencement, milestone payments, permit application windows, and final acceptance. Keep deadlines explicit to avoid disputes and penalties.

Effective Date:

Date parties agree; starts notice and warranty periods.

Milestone Payments:

Tied to deliverables or percent complete per schedule.

Permit Submission:

File before work begins to avoid stop-work orders.

Final Inspection:

Date for punch-list completion and final payment.

Warranty Period:

Defined term for defect claims after acceptance.

Common Mistakes to Avoid

Leaving scope vague and relying on verbal change orders creates ambiguity and disputes over what work is included.
Failing to specify payment milestones and retainage can lead to late payments and lien exposure for contractors.
Not attaching project schedules or exhibits forces parties to interpret timelines without a shared baseline.
Skipping insurance endorsements or missing additional insured language exposes owners to uncovered liability.

Risks and Potential Consequences of Errors

Payment Delays: Cashflow disruption

Permit Stop-Work: Project suspension

Lien Claims: Legal encumbrance

Insurance Gaps: Uninsured losses

Contract Disputes: Arbitration or litigation

Regulatory Fines: Code violations

eSignature Vendor Comparison for Executing Renovation Agreements

Common eSignature vendors vary by price model and enterprise features. The table shows typical starting prices and feature availability; verify plan details with each vendor when selecting a solution.

	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	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Real-World Scenarios Where This Agreement Adds Value

Examples show how a Project Management Renovation Agreement clarifies responsibilities and accelerates approvals across project types.

Residential Renovation

A homeowner engaged a project manager to coordinate contractor bids and permits

Manager used milestone payments to align contractor schedules
Clear change-order and payment terms avoided delays and kept the project on budget while preserving inspection records for resale.

Commercial Fit-Out

A landlord hired a construction manager for a tenant fit-out that required phased access

Agreement required insurance endorsements and lender notification on major changes
Staged acceptance criteria and retainage ensured punch-list completion before final disbursement and lease commencement.

Practical Tips for Accurate and Efficient Completion

Adopt consistent template elements and a documented review process to reduce rework and increase enforceability.

Use a Master Template

Standardize core clauses and exhibit formats so each project only requires scope- and schedule-specific edits.

Attach Exhibits

Include drawings, schedules, and permit lists as exhibits so the contract references a single authoritative set of documents.

Require Insurance Proof

Obtain certificates and endorsements before construction starts to avoid coverage gaps during performance.

Record Changes

Document all change orders in writing with cost and schedule impact, signed by authorized representatives.

Frequently Asked Questions

Answers to common questions about completing, signing, and enforcing a Project Management Renovation Agreement.

Need help? Contact support

Who must sign the agreement?
All parties with contractual authority must sign: the property owner or authorized representative and the designated project manager or management firm. Verify signatory authority to avoid challenges to enforceability.
Can the agreement be electronically signed?
Yes. Electronic signatures meet legal standards under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and retention requirements are satisfied.
Is notarization required?
Not usually required for construction management contracts, but jurisdictions or lenders may request notarized signatures for certain exhibits or power-of-attorney documents; verify local rules.
What records should I keep?
Retain the executed agreement, change orders, invoices, insurance certificates, and permit approvals. Follow IRS and industry retention schedules; see federal and HIPAA timelines if applicable.
How are change orders handled?
Ensure the agreement defines written change-order procedures with approval authorities, pricing method, and schedule impact to prevent unauthorized work and payment disputes.
What happens if a party breaches?
Refer to the dispute resolution clause for remedies. Typical outcomes include cure periods, liquidated damages, arbitration, or court actions depending on the contract terms.

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