Scope
Describe specific survey tasks, whether boundary retracement, location of improvements, monument recovery, or title research, and identify standards to be used.
A clear written engagement reduces ambiguity about scope, cost, timing, and legal responsibilities, improving the likelihood of a usable survey and reducing the chance of later claims about scope or authority.
Use the agreement at the outset of a dispute, when title issues are identified during a transaction, or when a municipal or development project requires definitive boundaries.
A residential or commercial property owner who requests the survey and signs the engagement. The owner must provide access, prior deeds or plats if available, and pay agreed fees; accuracy in identifying the property and owner name reduces later enforcement issues.
A licensed professional surveyor retained under the agreement to perform research, field measurement, legal description drafting, and prepare a signed survey plat. The surveyor’s professional seal and report become evidence used in title, permitting, or court proceedings.
Describe specific survey tasks, whether boundary retracement, location of improvements, monument recovery, or title research, and identify standards to be used.
List required outputs such as stamped plats, field notes, electronic CAD files, and any certified reports with format and number of copies.
Set start dates, draft review windows, and final delivery deadlines; include extensions for weather or access issues.
Specify fees, deposits, milestone payments, and reimbursement for record fees or third-party tests.
Grant written permission to enter property, note utility-call responsibilities, and define liability for damaged improvements.
Provide procedures for disagreements including mediation, arbitration, expert determination, or court actions and governing law.
The date parties sign; obligations and deadlines flow from this date
Fieldwork commonly begins within 7–21 days after access is authorized
Initial draft plat often delivered within 14–30 days of fieldwork completion
Final stamped survey typically delivered within 7–21 days after draft approval
If recording is required, allow county recorder processing time; expect 7–60 days
Confirm the vendor supports required integrations and security standards (TLS/AES encryption, audit trail, and, if needed, HIPAA/BAA) before executing electronically.
| 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 by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |