Client contracts can help to set up expectations and carefully define our roles. See how to use this contract series in your construction business.

1. The
Client Contract
Series
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A Construction Business Curriculum Designed to
Help the Independent Builder Transition to a Lean
and Efficient Technology-Based Environment
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2. Design-Build Contracts
1. Schematic Design Agreement
2. Design Development Agreement
3. Construction Drawing Agreement
4. Construction Agreement
5. Mold Disclaimer and Waiver
6. Builder Limited Warranty
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DISCLAIMER: This discussion is 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 practicing law by discussing these business documents.

3. Design-Build Contracts
The Construction Agreement (item 4) is the
most important to you.
It is critical to impress on the client that you are
interested in assisting them in arriving at the
best project design possible, and will be
happy to build their project from plans
developed by any other design
professional.
Don’t make them feel “locked-in”.
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4. Schematic Design Agreement
• General outlines for rooms,
window and door locations
• Preliminary kitchen and bath layouts
• Notes concerning the client's design
suggestions
• Elevations showing what the exterior lines of
the house will look like
• Preliminary budget for the house prepared
using standard specifications
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Deliverables:
Click for Sample

5. Design Development Agreement
• Decorative details
• Storage details
• Bath and Kitchen details
• Specification folder initiated
• More detailed budget prepared
• Alternatives suggested to maintain
budget constraints
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Deliverables:
Click for Sample

6. Construction Drawings Agreement
• Engineering details
• Structural details
• Trade drawings
• Your Company Scope of Work
• Energy Compliance calculations
• Final Budget
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Deliverables:
Click for Sample

7. Construction Agreement
• Role Risk
• Work Risk
• Financial Risk
• Payment Risk
• Performance Risk
• Materials Risk
• Unknown Risks
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Risk Management:
Click for Sample

8. Exhibits
• Floor Plans and Elevations
• Initial Specifications
• Mold Disclaimer and Waiver
• Builder Limited Warranty
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Click for Sample

9. Floor Plans and Elevations
• Final drawings
• May be from your office or from another
design professional
• Either way, signed and dated by Client
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Includes:
Click for Sample

10. Initial Specifications
• Listing of materials and
products used to create
proposal on which the Construction
Agreement is based
• Any future changes will be made in a
Confirmation of Instructions (Change
Order)
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Include:
Click for Sample

11. Mold Disclaimer and Waiver
• Client education
• Homeowner mold prevention information
• Mold prevention resources
• Mold disclaimer and waiver
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Include:
Click for Sample

12. Builder Limited Warranty
• Begin and end date
• Warranty exclusions
• “Pass-through” warranties
• Maintenance requirements
• Non-warrantable conditions
• Warranty remedies available to Client
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Include:
Click for Sample

13. Interactive Contract Package
Take a look --
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Only $50.00 for entire package, or
$30.00 for the Construction Agreement
Sure, you can re-type all the contract
samples I have provided, but is that a smart
use of your time?

14. Final Disclaimer
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I don't know if I can say it enough times, so I'll say it once more. This
discussion is about the BUSINESS aspects of these agreements which I
use in my business. If you decide to use any of the above information
or documents in your business, be sure to discuss any such use with
your legal counsel.