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Retainer agreement · tuned for architectural retainer fee
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Architectural Retainer Fee
1. Service Phase Definitions and Deliverables
Service Phase Definitions and Deliverables. The Services to be performed by ("Architect") for ("Owner") for the Project described in the Scope are organized into the following phases:
(a) Schematic Design Phase. Architect shall prepare schematic design documents consisting of drawings and other documents illustrating the scale and general design concept for Owner's approval. Deliverables: . Owner approval of the Schematic Design is required before proceeding to Design Development.
(b) Design Development Phase. Architect shall prepare design development documents to fix and describe the size and character of the Project as to architectural, structural, mechanical and electrical systems, materials, and such other elements as may be appropriate. Deliverables: . Owner approval of the Design Development Documents is required before proceeding to Construction Documents.
(c) Construction Documents Phase. Architect shall prepare construction documents for Owner's approval. These documents shall set forth in detail the requirements for construction of the Project. Deliverables: .
(d) Bidding or Negotiation Phase. Architect shall assist Owner in obtaining bids or negotiated proposals and assist in awarding and preparing construction contracts. Services include: .
(e) Construction Administration Phase. Architect shall provide administration of the construction contract as set forth below and in Construction Administration services provisions herein. Services include: .
Completion of each phase is contingent upon Owner's timely decisions and approvals and Owner's fulfillment of Owner's responsibilities. If Owner requests or requires changes after approval of a phase, such changes constitute Additional Services.
2. Compensation Structure
COMPENSATION STRUCTURE
shall compensate for services rendered under this Agreement as follows:
(a) Basic Services:
(b) Additional Services: Services not included in the Scope of Basic Services and performed at 's written request shall be compensated on an hourly basis at the rates set forth in Exhibit , or as otherwise agreed in writing by the parties.
(c) Initial Retainer: Prior to commencing Services, shall pay an initial retainer in the amount of (the "Retainer"). The Retainer shall be applied to the first invoice and shall not bear interest. The Retainer is not a limitation on 's total compensation obligation under this Agreement.
(d) Independence from Construction Cost: This compensation is independent of the cost of construction and constitutes payment for professional services rendered, not for any particular project outcome. Compensation shall not be contingent upon construction cost savings or any other project result.
3. Reimbursable Expenses
In addition to the compensation for services described above, shall reimburse for the following expenses incurred in connection with the performance of services under this Agreement:
(a) Transportation and travel expenses, including airfare, lodging, meals, and ground transportation, incurred for site visits, meetings, and other project-related travel authorized by . Mileage for local travel shall be reimbursed at the rate published by the Internal Revenue Service for business use of a personal vehicle, as in effect at the time the expense is incurred.
(b) Costs of reproductions, plots, prints, models, mock-ups, and presentation materials prepared for 's review, approval, or submittal to authorities having jurisdiction.
(c) Fees for permits, applications, filings with governmental authorities, and laboratory testing services required for the Project.
(d) Fees and expenses of consultants and specialists (structural engineers, MEP engineers, geotechnical engineers, environmental consultants, cost estimators, and other specialists) engaged by at 's request to provide services not included in 's Basic Services.
(e)
All reimbursable expenses shall be invoiced with reasonable supporting documentation. shall obtain 's prior written authorization before incurring any single reimbursable expense exceeding .
4. Payment Terms and Invoice Requirements
PAYMENT TERMS
(a) Invoice Submission. shall submit invoices for services rendered and reimbursable expenses incurred under this Agreement . Each invoice shall include:
(i) A description of services performed during the billing period, identified by project phase or task;
(ii) For time-based compensation, an itemization of hours by personnel classification and the applicable hourly rate;
(iii) For phase-based or percentage-based compensation, the percentage of the phase or overall services completed and the amount due based on such percentage completion;
(iv) A summary of reimbursable expenses with supporting documentation as reasonably requested by ; and
(v) Total amount due and cumulative amount invoiced to date.
(b) Payment Due Date. Payment is due within 30 days of 's receipt of each invoice.
(c) Late Payment Interest. Invoices not paid within 30 days shall bear interest at 1.5% per month (or the maximum rate permitted by law, whichever is less) from the due date until paid.
(d) Right to Withhold Deliverables. If fails to pay any undisputed invoice within 10 days after written notice of non-payment, may, without penalty or liability for delay, suspend performance of Services and withhold delivery of documents until all outstanding invoices are paid in full. shall not withhold documents if such withholding would endanger public safety or violate 's professional obligations. Resumption of Services after suspension may require equitable adjustment of the schedule and fee.
5. Standard of Care (Professional Skill, Not Warranty)
STANDARD OF CARE
(a) Professional Standard. shall perform all Services under this Agreement with the professional skill and care ordinarily provided by competent practicing under similar conditions at the same time and in the same or similar locality. This standard of care establishes a professional liability standard based on reasonable care and skill, not a warranty of fitness for a particular purpose or guarantee of a specific result.
(b) No Warranty of Results. makes no warranty, express or implied, that:
(i) The design, when constructed, will be free from defects or errors;
(ii) Construction costs will not exceed any estimate or budget provided;
(iii) The project will be completed within any projected timeline; or
(iv) The design will achieve any particular aesthetic, functional, or financial result.
(c) No Fitness-for-Purpose Warranty. makes no warranty, express or implied, that the design will be suitable or fit for any particular purpose other than those expressly stated in the written project program or design criteria provided by . acknowledges that the standard of care described in Section (a) is the sole measure of 's obligations and that no reliance on 's professional judgment shall create any implied warranty of fitness for purpose beyond the exercise of reasonable professional skill and care.
6. Code Compliance and Authority Having Jurisdiction
CODE COMPLIANCE AND AUTHORITY HAVING JURISDICTION
(a) Design for Compliance. shall prepare design documents intended to comply with applicable building codes, zoning ordinances, and other governmental regulations in effect at the time Services are performed and applicable to the Project as reasonably interprets such requirements.
(b) Code Changes During Construction. designs to applicable codes in effect at the time of design document preparation. Building codes, zoning ordinances, and other regulations may change between the completion of design documents and the completion of construction. The contractor is responsible for identifying and complying with any code changes, amendments, or new regulations occurring after issuance of construction documents. is not responsible for redesigning the project to comply with code changes that occur after construction documents are issued unless requests such revisions as Additional Services.
(c) AHJ Exclusive Authority. Final determination of code compliance and interpretation of applicable regulations is the exclusive authority of the governmental authority having jurisdiction ("AHJ"), including building officials, zoning administrators, fire marshals, and other regulatory officials. 's interpretation of codes and regulations does not bind the AHJ, and the AHJ may require modifications to the design even if reasonably believed the design complied with applicable requirements.
7. Limited Certifications and Representations
LIMITED CERTIFICATIONS AND REPRESENTATIONS
(a) Basis of Certifications. When is required to make certifications, representations, or statements regarding the Project or construction work under this Agreement or in applications for payment, certificates of substantial completion, or other project documents, such statements are:
(i) Based on 's professional observations during site visits and review of contractor submittals and documentation;
(ii) Made to the best of 's knowledge, information, and belief formed through the exercise of reasonable professional judgment; and
(iii) Subject to the limitations and disclaimers set forth in this Agreement.
(b) Limitations on Payment Certifications. 's certification of contractor payment applications or recommendations for payment is not a representation that:
(i) has made exhaustive or continuous on-site inspections to check the quality or quantity of the Work;
(ii) has reviewed or approved construction means, methods, techniques, sequences, or procedures;
(iii) has verified that the contractor has paid or will pay subcontractors, suppliers, or workers;
(iv) The Work is free from defects, errors, or omissions; or
(v) The Work, when completed, will fully comply with the construction documents or applicable codes and regulations.
Payment certifications represent only 's professional opinion, based on spot observations, that the Work is generally proceeding in accordance with the construction documents to the extent observed.
8. Professional Indemnity Insurance (PI) Maintenance and Evidence
Professional Indemnity Insurance. Architect shall procure and maintain Professional Liability Insurance (Errors & Omissions) covering negligent acts, errors, and omissions in the performance of professional services under this Agreement, with minimum limits of:
• per claim
• annual aggregate
Architect shall maintain such coverage on a claims-made or occurrence basis for the term of this Agreement and for a period of 2 years following the date of Substantial Completion of the Project (or final termination of this Agreement if the Project does not proceed to construction). If coverage is on a claims-made basis, Architect shall maintain uninterrupted coverage (through renewal or extended reporting period ("tail") coverage) for the full 2-year period.
Architect shall provide to Owner, upon request and prior to commencing Services, a Certificate of Insurance evidencing the required coverage, and shall provide updated certificates upon each renewal. The certificate shall name Owner as a certificate holder and shall provide that Owner will receive 30 days' advance written notice of cancellation, non-renewal, or material reduction in coverage.
If the Cost of the Work increases by more than 10% over the original budgeted Cost of the Work, Owner may require Architect to increase the Professional Liability Insurance limits proportionately, provided Owner shall reimburse Architect for the additional premium cost as an Additional Service.
Failure to maintain the required insurance constitutes a material breach. Nothing in this section limits Architect's obligations under the Limitation of Liability clause.
INTELLECTUAL PROPERTY OWNERSHIP
(a) Background IP. Each party retains all right, title, and interest in its Background IP. "Background IP" means all intellectual property owned or licensed by a party prior to the Effective Date or developed independently of this Agreement. Each party grants the other a limited, non-exclusive, royalty-free license to use its Background IP solely to the extent necessary to perform or receive the Services during the term of this Agreement.
(b) Deliverables — Work-for-Hire Designation. To the extent that any Deliverable constitutes a "work made for hire" as defined in 17 U.S.C. § 101 (including as a contribution to a collective work, as a part of a motion picture or other audiovisual work, as a translation, as a supplementary work, as a compilation, as an instructional text, as a test, as answer material for a test, or as an atlas), such Deliverable is a work made for hire for , and will be the author and owner of the copyright therein from the moment of creation.
(c) Assignment. To the extent that any Deliverable does not qualify as a work made for hire, hereby irrevocably assigns to , effective upon receipt of full payment for such Deliverable, all right, title, and interest in and to such Deliverable, including all copyrights, patents, trademarks, trade secrets, and other intellectual property rights worldwide, in perpetuity.
(d) License for Partially-Paid Deliverables. If this Agreement terminates before has paid in full for a Deliverable, grants a non-exclusive, non-transferable, revocable license to use that Deliverable solely for 's internal purposes until the outstanding balance is paid, at which point the assignment in Section (c) becomes effective.
(e) Agency Portfolio License. grants a non-exclusive, royalty-free, perpetual license to display the Deliverables (excluding any Confidential Information) in 's portfolio, case studies, and marketing materials, unless notifies in writing that a specific Deliverable is subject to confidentiality restrictions.
(f) Third-Party Content. will obtain all necessary licenses for third-party content (stock images, fonts, music, software) incorporated into Deliverables, and will disclose to any third-party license restrictions that limit 's use of the Deliverables.
(g) Moral Rights. To the extent permitted by applicable law, waives all moral rights in the Deliverables in favor of .
(h) Agency Tools & Methodologies. Notwithstanding the foregoing, retains all right, title, and interest in its proprietary tools, templates, methodologies, know-how, and general processes used to create the Deliverables. 's rights are limited to the Deliverables themselves.
10. Confidentiality / Non-Disclosure Obligation
CONFIDENTIALITY
(a) Definition. "Confidential Information" means all non-public information disclosed by one party ("Discloser") to the other ("Recipient") in connection with this Agreement that is designated as confidential at the time of disclosure, or that a reasonable person would understand to be confidential given the nature of the information and circumstances of disclosure. Without limiting the foregoing, Confidential Information includes: business plans, financial data, pricing, fee structures, customer and prospect lists, proprietary methodologies, software, technical specifications, and personnel information.
(b) Exclusions. Confidential Information does not include information that: (i) is or becomes publicly available through no fault of Recipient; (ii) Recipient already knew before receiving it from Discloser, as shown by written records; (iii) Recipient independently develops without use of or reference to the Confidential Information; or (iv) Recipient rightfully receives from a third party without restriction.
(c) Obligations. Recipient will: (i) use Discloser's Confidential Information solely to perform or receive the Services under this Agreement; (ii) disclose it only to its employees, contractors, and advisors who have a need to know and who are bound by confidentiality obligations no less protective than this clause; and (iii) protect it with at least the same degree of care it uses for its own confidential information of similar sensitivity, but in no event less than reasonable care.
(d) Compelled Disclosure. Recipient may disclose Confidential Information if required by law, court order, or regulatory authority, provided that Recipient: (i) gives Discloser prompt prior written notice to the extent legally permitted; (ii) cooperates with Discloser in seeking a protective order or other appropriate relief; and (iii) discloses only what is legally required.
(e) Trade Secrets. Obligations with respect to information that constitutes a trade secret under applicable law (including the Defend Trade Secrets Act, 18 U.S.C. § 1836) will continue for as long as such information remains a trade secret, notwithstanding any shorter survival period stated below.
(f) Subcontractors. may share 's Confidential Information with approved subcontractors solely to the extent necessary for them to perform work under this Agreement, provided each subcontractor is bound by written confidentiality obligations at least as protective as this clause.
(g) Return or Destruction. Upon termination or expiration of this Agreement, or upon Discloser's written request, Recipient will promptly return or securely destroy all of Discloser's Confidential Information (including copies) and certify such return or destruction in writing, except as required by law or for legal-hold purposes.
(h) Survival. This Section survives termination or expiration of this Agreement for a period of 3 years, except as provided in Section (e).
11. Limitation of Liability & Consequential Damages Exclusion
LIMITATION OF LIABILITY
(a) Exclusion of Consequential Damages. To the fullest extent permitted by applicable law, neither party will be liable to the other for any indirect, incidental, special, consequential, punitive, or exemplary damages — including lost profits, lost revenue, loss of business opportunity, loss of data, or harm to reputation — arising out of or related to this Agreement, even if the party has been advised of the possibility of such damages and even if a limited remedy fails of its essential purpose.
(b) Aggregate Cap. Each party's total aggregate liability to the other arising out of or related to this Agreement — whether in contract, tort (including negligence), strict liability, or otherwise — will not exceed the total fees actually paid or payable by to during the -month period immediately preceding the event giving rise to the claim, or , whichever is greater.
(c) Exceptions. The limitations in Sections (a) and (b) do not apply to: (i) a party's obligation to indemnify the other for third-party claims of intellectual property infringement under the Mutual Indemnification clause; (ii) liability arising from a party's gross negligence or willful misconduct; (iii) a party's obligations under the Data Protection and Confidentiality clauses with respect to a data breach caused by that party's failure to maintain reasonable security; or (iv) a party's obligation to pay amounts owed under this Agreement.
(d) Basis of the Bargain. Each party acknowledges that the limitations in this Section reflect a reasonable allocation of risk, are an essential element of the basis of the bargain between the parties, and that would not have entered into this Agreement without these limitations.
12. Governing Law, Jurisdiction & Venue
GOVERNING LAW; JURISDICTION; VENUE
(a) Governing Law. This Agreement and any dispute arising out of or related to it — including its formation, interpretation, performance, breach, or termination — will be governed by and construed in accordance with the laws of the State of , without regard to its conflict-of-law provisions.
(b) Consent to Jurisdiction. Each party irrevocably submits to the exclusive personal jurisdiction of the state and federal courts located in County, for any action or proceeding arising out of or relating to this Agreement that is not subject to arbitration under the Dispute Resolution clause (if any).
(c) Venue. Each party waives any objection to the laying of venue in the courts identified in Section (b), and waives any claim that such courts are an inconvenient forum.
(d) Service of Process. Service of process in any such action may be made by any method authorized by the applicable court rules or by mailing a copy of the summons and complaint by registered or certified mail, return receipt requested, to the party's address set forth in this Agreement.
(e) Prevailing Party. In any dispute arising under this Agreement, the prevailing party is entitled to recover its reasonable attorneys' fees and costs from the non-prevailing party, unless the parties have agreed to a different allocation in the Dispute Resolution clause.
13. Assignment
13.1 General Restriction. Neither Party may assign, delegate, or transfer any of its rights or obligations under this Agreement, in whole or in part, without the other Party's prior written consent, which will not be unreasonably withheld or delayed.
13.2 M&A Exception. Notwithstanding Section 13.1, either Party may assign this Agreement without consent in connection with a merger, acquisition, change of control, or sale of all or substantially all of the assets to which this Agreement relates, provided that: (a) the assignee assumes all obligations of the assigning Party under this Agreement; and (b) the assigning Party provides the other Party written notice within thirty (30) days of the assignment.
13.3 Void Assignment. Any purported assignment in violation of this Section is void.
13.4 Binding Effect. This Agreement is binding upon and inures to the benefit of the Parties and their permitted successors and assigns.
14. Notices
14.1 Form. All notices, requests, demands, consents, and other communications required or permitted under this Agreement ("Notices") must be in writing.
14.2 Delivery Methods. Notices may be delivered by: (a) personal delivery; (b) nationally recognized overnight courier (e.g., FedEx, UPS); (c) certified or registered mail, return receipt requested, postage prepaid; or (d) email to the address specified below, provided that the sender retains proof of transmission and does not receive an automated bounce or delivery-failure notification within twenty-four (24) hours.
14.3 Effectiveness. Notices are effective: (a) upon personal delivery; (b) one (1) business day after deposit with overnight courier; (c) three (3) business days after deposit in the mail; or (d) on the day of email transmission if sent by 5:00 PM recipient's local time on a business day, or on the next business day if sent after 5:00 PM or on a non-business day.
14.4 Addresses.
To Provider: , , Email:
To Customer: , , Email:
Either Party may change its notice address by providing written notice to the other in accordance with this Section.
15. Entire Agreement (Integration)
15.1 Integration. This Agreement, together with all SOWs, Change Orders, and exhibits executed hereunder, constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, negotiations, representations, warranties, and understandings, whether written or oral, relating to the same subject matter.
15.2 No Oral Modifications. No oral statement, prior course of dealing, trade usage, or conduct will be used to supplement, interpret, or contradict the written terms of this Agreement.
15.3 Purchase Orders. Any terms set forth in Customer's purchase orders, vendor registration forms, or similar documents are of no force or effect and do not modify this Agreement unless expressly incorporated into a signed SOW or Change Order.
15.4 Results Representations. Customer acknowledges that no employee, agent, or representative of Provider has authority to guarantee specific results or outcomes, and that any such representation made outside this Agreement is not binding on Provider.
16. Amendments & Waiver
16.1 Amendments. This Agreement may not be amended, modified, or supplemented except by a written instrument signed by authorized representatives of both Parties.
16.2 No Waiver. No failure or delay by either Party in exercising any right, remedy, power, or privilege under this Agreement operates as a waiver thereof. No single or partial exercise of any right, remedy, power, or privilege precludes any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege.
16.3 Written Waivers Only. Any waiver of a provision of this Agreement must be in writing and signed by the waiving Party to be effective. A written waiver of any particular breach or right is effective only for the specific instance and purpose for which it was given.
17. Electronic Signature & Counterparts
17.1 Electronic Signatures. This Agreement and any SOW or amendment may be signed by electronic signature, including signatures created through or any other electronic signature service compliant with the Electronic Signatures in Global and National Commerce Act (E-SIGN Act), 15 U.S.C. § 7001 et seq., and the Uniform Electronic Transactions Act (UETA) as enacted in the applicable jurisdiction. Electronic signatures have the same legal effect as original handwritten signatures.
17.2 Counterparts. This Agreement may be executed in one or more counterparts, each of which will be deemed an original, and all of which together will constitute one and the same instrument. Delivery of an executed counterpart by electronic transmission (including PDF or electronic signature platform delivery) is equally effective as delivery of a manually executed counterpart.
Exhibit A — Services
On-call architectural consulting services provided on a monthly retainer basis. The retainer covers a specified number of hours per month and may include design review, code consultation, feasibility studies, and project advisory services; hours in excess of the monthly allotment are billed at the agreed hourly rate.
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Built for Architecture Firms Running Ongoing Engagements
A standard freelance contract was not written with architectural work in mind. This monthly retainer agreement covers recurring scope, rollover rules for unused hours, and the 30-day written notice clause that protects your firm when a client decides to pause, the specific terms that matter on a design development or construction administration relationship.
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What Your Architectural Retainer Agreement Covers
The generator collects the terms that define a recurring architecture engagement from month one.
Firm name and client name with addresses
Monthly scope of services, such as design review sessions or CA site visits
Monthly retainer fee and billing date
Rollover rule for unused hours or scope in a given month
Month-to-month term with 30-day written notice required to cancel
Governing law and jurisdiction
Signature block for both parties
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Is an architectural retainer fee agreement legally binding?
Once both parties sign, a clear written retainer agreement is generally enforceable. ContractMaker is a document tool, not legal advice. For large or complex engagements, have a lawyer review the final document before it goes out.
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The agreement includes a 30-day written notice requirement, so neither party is left exposed. You can adjust the notice period in the fields before downloading.
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Yes. The scope field is open text. Describe CA site visits, periodic drawing reviews, or any other recurring service your firm is providing and the document captures it.
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