Scope of Work
Describe specific PM tasks, responsibilities, deliverables, locations, and acceptance criteria. Attach an exhibit with detailed task lists and assumptions.
A well-drafted subcontract clarifies responsibilities, aligns expectations, protects against payment and performance disputes, and allocates risk. It supports on-time delivery, permits enforceable remedies, and documents insurance and compliance obligations for both parties.
Describe specific PM tasks, responsibilities, deliverables, locations, and acceptance criteria. Attach an exhibit with detailed task lists and assumptions.
Define milestone dates, deliverable formats, review cycles, and acceptance testing. Tie payment triggers to accepted milestones where appropriate.
State compensation method, invoicing frequency, payment due days, retainage (if any), and reimbursement of approved expenses.
Establish a written change-order process, approval authority, price adjustment methodology, and schedule impact assessment.
Specify insurance types and limits, naming parties as additional insured when required, and clarify indemnification scope and limitations.
Set termination for cause and convenience, cure periods, liquidated damages (if used), and post-termination obligations for deliverables and payments.
| Field | Configuration |
|---|---|
| Signer Authentication | Email plus SMS code or ID verification |
| Conditional Fields | Show pricing fields only when change orders apply |
| Bulk Send | Enable for mass subcontracting or standardized templates |
| Audit Trail | Record IP, timestamps, and completion certificate |
Ensure the chosen platform supports required integrations, file formats, and authentication methods before sending the agreement.
Verify audit trail retention, encryption in transit and at rest, and any required business associate or regulatory addenda before distributing electronically.
Multiple stakeholders are involved in preparing and approving a subcontract; responsibilities vary by project and company structure.
In many organizations legal, finance, and insurance teams must also review terms before final execution to reduce downstream risk.
A director or contracts manager signs on behalf of the prime contractor after legal and finance review. That signer must have documented authority to bind the company for payment and indemnity obligations and should confirm insurance and performance bonds are in place.
The subcontractor’s authorized representative — often the company owner or operations director — signs to accept scope, schedule, and payment terms. Confirm that the signer’s title appears on a corporate resolution or similar authority record when required.
Optica used standardized subcontracts to onboard local PM vendors quickly, reducing setup friction.
Martin Properties moved to online execution for subcontracting to enforce consistent terms across developments.
Start date as MM/DD/YYYY and stated term or completion milestone
Specify Net 30 or Net 45 from invoice date
Example: 10-day written cure period before termination
Require acceptance or rejection within 5–10 business days
Require 30 days' notice before policy expiration
| 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 | Yes, 7-day free trial | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |