Scope of Works
Describe tasks, deliverables, drawings, and measurable acceptance criteria. Include referenced exhibits and clearly state exclusions to limit change disputes.
A well-drafted Site Works Agreement reduces ambiguity about scope, schedule, payment milestones, site access, and risk allocation, which helps avoid disputes, delay claims, and unexpected cost overruns while preserving evidence for enforcement or insurance claims.
Common users include owners, general contractors, specialty subcontractors, project managers, and procurement or legal teams responsible for project controls.
Each signer should confirm authority to bind their organization and verify that insurance, bonding, and licensing details match the agreement before signing.
The individual must have express authority to bind the property owner or entity; signing without delegated authority can render the agreement voidable and create enforcement issues.
A company officer or authorized project manager who signs indicates corporate acceptance of obligations, warranties, and indemnities. Verify corporate resolution or procurement authorization where required.
Describe tasks, deliverables, drawings, and measurable acceptance criteria. Include referenced exhibits and clearly state exclusions to limit change disputes.
Define start date, key milestones, completion date, and liquidated damages or delay notification procedures. Tie payments to measurable milestones where practical.
Specify contract value or rate, invoicing frequency, retainage, accepted payment methods, and conditions for progress certificates and final release.
Assign responsibility for permits, inspections, site security, utilities, and access windows. State who pays permit fees and how delays are handled.
List required insurance types and limits, certificate-holder details, indemnity scope, and whether subcontractors must be named on policies.
Set procedures for issuing change orders, pricing methodology, approval authority, and dispute resolution process including mediation or arbitration clauses.
| Field | Configuration |
|---|---|
| Template | Create reusable template with linked exhibits and conditional clauses |
| Conditional Fields | Show payment or permit fields only when relevant by project type |
| Signer Authentication | Use email plus SMS or KBA for higher-risk signers |
| Audit Trail | Enable timestamping, IP logging, and certificate generation |
Use secure file formats and integrate signing with your document repository to reduce versioning errors and improve traceability.
Ensure the eSignature platform supports audit trails, retention exports, and the document formats your project team requires; verify API or storage connectors for long-term recordkeeping.
Start date for work and milestones
Dates tied to progress payments and inspections
Final completion and handover deadline
Invoice submission and net payment terms
Permit validity and renewal responsibilities
Site set-up, traffic management, and initial safety checks
Excavation, footing placement, and initial inspections
Scheduled inspections and remedial work completion
Final acceptance, punchlist, and final payment
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A general contractor used a Site Works Agreement with phased milestones and retainage clauses to secure timely payments.
A healthcare facility added infection-control exhibits and night-work windows to the Site Works Agreement.