Sample Client Agreements

  • These are the agreements I use for guiding a client through the process of building a custom residence.
  • These agreement samples are included in the Builder-BOS subscription.
  • Modify each agreement to fit your building process.
  • Run your customized agreement by your legal advisor before putting them to use.

The sample agreements provided include:

Design Development Agreement

Schematic Design Agreement

Construction Drawing Agreement

Construction Agreement

Mold Disclaimer and Waiver

Builder Limited Warranty

Each of the sections below contains a PDF view and a downloadable Word version of the document which you can customize for your use.

These tools are presented as a matter of business management. Any action on your part should be discussed with your legal counsel. 

Builder-Resources.com is not a legal advisor, and is not intending to  practice law by discussing these business documents.

 

Client Contract Examples

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The Schematic Design Agreement
The dream starts to become reality. The proposed structure begins to take on a personality, with general outlines for rooms, window and door locations, preliminary kitchen and bath layouts, and notes concerning the client’s design suggestions.
The Design Development Agreement
In this step, you develop greater specificity based on schematic design. Decorative details are drawn, storage details are produced. Bathroom and kitchen details and specifications are determined.
The Construction Drawings Agreement
In the final design step, you will develop a construction set of drawings. The client is advised that this is the information from which the house will be built.
The Construction Agreement
The Construction Agreement is the controlling document for the actual construction of the residence. It must include all of the understandings between the parties, and, to a large degree, anticipate how various problems which might arise will be resolved.
Agreement Exhibits
You should incorporate at least these two exhibits into your agreement package to show what you are intending to build (Floor Plans and Elevations) and the products and processes you will use (Initial Specifications).
Mold Disclaimer and Waiver
The issue of mold in the home has declined in the last couple of years, but can have devastating implications for the builder.
The Builder Limited Warranty
The document is initially a “Sample” because the actual Builder Limited Warranty is only issued at the completion of the construction.

It is included as part of the Construction Agreement to allow the Client to review the limited warranty, but does not become effective until all payments pursuant to that agreement have been satisfied.

Other Resources

Review the Client Agreement Series SlideShare
Listen to the Client Agreement Series Podcast
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