Construction Contract

Texas Construction Contract Preparation Packet

NON-EXECUTABLE PACKET. This is not a construction contract, bid, notice to proceed, lien notice, bond, waiver, change order, payment application, or release. It creates no duty to perform, pay, insure, indemnify, arbitrate, waive a jury, reserve funds, or pursue a remedy. Do not sign or notarize it.

Texas construction requirements depend on facts this packet does not preselect. Complete the intake, attach the current official sources and project documents, and have Texas counsel draft or approve the executable contract and exhibits before signature or work.

1. Packet Control

• Prepared by: [________________________________]
• Preparation date: [__/__/____]
• Intended contract date: [__/__/____]
• Texas attorney: [________________________________]
• Matter or project number: [________________________________]
• Target signing date: [__/__/____]
• Approved executable contract version: [________________________________]

2. Parties and Authority

2.1 Owner

• Full legal name: [________________________________]
• Individual, entity, government, or other owner type: [________________________________]
• Formation or enabling jurisdiction: [________________________________]
• Principal place of business: [________________________________]
• Notice address: [________________________________]
• Authorized signer and title: [________________________________]
• Authority evidence attached: ☐ Yes ☐ No ☐ Unresolved

2.2 Contractor

• Full legal name: [________________________________]
• Entity type and formation jurisdiction: [________________________________]
• Principal place of business: [________________________________]
• Notice address: [________________________________]
• Authorized signer and title: [________________________________]
• License, registration, or exemption to verify: [________________________________]
• Current verification source and date: [________________________________]

2.3 Other Participants

3. Mandatory Project Classification

3.1 Owner and Procurement

☐ Private owner

☐ State, county, municipality, school district, authority, or other public owner

☐ Public-private, subsidized, lender-controlled, or other special program

☐ Owner or procurement class unresolved

Current procurement, funding, and owner-form sources: [________________________________]

3.2 Property, Use, and Occupancy

• Project address and county: [________________________________]
• Legal description or parcel: [________________________________]
• Current use: [________________________________]
• Intended use: [________________________________]
• Residential, commercial, mixed, industrial, infrastructure, or other class: [________________________________]
• New construction, repair, alteration, improvement, demolition, design, or other work: [________________________________]
• Occupied during work: ☐ Yes ☐ No ☐ Unresolved
• Owner's homestead or other protected property issue: ☐ Yes ☐ No ☐ Unresolved

3.3 Price, Delivery, and Claimant Tiers

• Delivery method: [________________________________]
• Pricing method: [________________________________]
• Estimated contract amount: $[________________]
• Aggregate project value: $[________________]
• Direct contractor, subcontractor, supplier, design professional, or other tier: [________________________________]
• Upstream and downstream contracting chain: [________________________________]
• Bonded, lender-controlled, or title-controlled payment program: [________________________________]
• Unresolved classifications: [________________________________]

4. Contract Documents and Scope

Identify every proposed document. Do not incorporate a document that has not been supplied, versioned, and reviewed.

Describe inclusions, exclusions, assumptions, alternates, allowances, unit prices, owner-furnished items, permits, utilities, site access, testing, cleanup, hazardous materials, and closeout deliverables:

[________________________________]

5. Time and Administration Deal Points

• Notice-to-proceed trigger: [________________________________]
• Commencement date or event: [________________________________]
• Milestones: [________________________________]
• Proposed substantial-completion standard and target: [________________________________]
• Proposed final-completion standard and target: [________________________________]
• Schedule-update frequency: [________________________________]
• Delay notice and documentation: [________________________________]
• Time- or price-adjustment procedure: [________________________________]
• Proposed liquidated damages or bonus, if any: [________________________________]
• Owner representative and authority limits: [________________________________]
• Contractor representative and authority limits: [________________________________]
• Inspection, acceptance, and correction procedure: [________________________________]

6. Price, Payment, and Change Deal Points

• Pricing method and calculation: [________________________________]
• Payment-application frequency: [________________________________]
• Supporting documents: [________________________________]
• Review and payment timing proposed for legal review: [________________________________]
• Reserved-funds or retainage proposal: [________________________________]
• Stored-material treatment: [________________________________]
• Withholding and dispute procedure: [________________________________]
• Final-payment conditions: [________________________________]
• Interest or late-charge proposal: [________________________________]
• Change initiators and approval authority: [________________________________]
• Emergency-change procedure: [________________________________]
• Tax, allowance, contingency, and audit treatment: [________________________________]
• Unresolved payment-law questions: [________________________________]

7. Current-Authority and Form Register

Counsel must complete this table from current official law, agency material, owner requirements, and local rules after classifying the project:

8. Lien, Bond, Waiver, and Insurance Planning

Do not mix private-property lien procedures with public-project bond or procurement procedures.

• Counsel-approved private/public classification: [________________________________]
• Owner's title or public authority confirmed: [________________________________]
• Potential claimant tiers: [________________________________]
• Required notices, filings, service, and deadline calculations: [________________________________]
• Selected payment-security or bond program: [________________________________]
• Bond amount, obligee, beneficiaries, surety, filing, and notice terms: [________________________________]
• Payment and waiver/release sequence: [________________________________]
• Current required or permitted waiver/release forms attached: ☐ Yes ☐ No ☐ Unresolved
• Lien response, discharge, or bond-around procedure proposed for counsel review: [________________________________]
• Insurance types, limits, insureds, endorsements, and duration: [________________________________]
• Builder's-risk responsibility: [________________________________]
• Workers' compensation and employment-status questions: [________________________________]

9. Risk, Default, and Remedy Drafting Questions

Counsel should draft each selected term only after reviewing the project, current authority, insurance program, and bargaining structure:

• Site safety responsibility: [________________________________]
• Permits, inspections, and code compliance: [________________________________]
• Existing, concealed, and hazardous conditions: [________________________________]
• Design responsibility and professional standard: [________________________________]
• Indemnity scope and prohibited allocations: [________________________________]
• Defense obligation: [________________________________]
• Additional-insured and waiver-of-subrogation terms: [________________________________]
• Consequential, liquidated, or other damages treatment: [________________________________]
• Liability limitations or exclusions: [________________________________]
• Warranty and correction-of-work procedure: [________________________________]
• Subcontractor flow-down terms: [________________________________]
• Default definitions and notice: [________________________________]
• Cure, supplement, suspension, takeover, and termination procedures: [________________________________]
• Termination-for-convenience payment: [________________________________]
• Insolvency and bankruptcy treatment: [________________________________]
• Fees, costs, interest, and collection terms: [________________________________]
• Delay, force-majeure, and emergency treatment: [________________________________]

No default, cure period, lien response, payment withholding, suspension, termination, indemnity, defense, damages waiver, liability cap, fee shift, or remedy is selected by this packet.

10. Disputes and General Terms

• Project-level negotiation or escalation: [________________________________]
• Mediation proposal: [________________________________]
• Court litigation, arbitration, or another route for counsel review: [________________________________]
• Arbitration administrator and rules, if considered: [________________________________]
• Project county and proposed forum: [________________________________]
• Governing-law analysis: [________________________________]
• Jury provision proposed for counsel review: [________________________________]
• Interim-relief procedure: [________________________________]
• Claim notice and documentation: [________________________________]
• Fee and cost allocation: [________________________________]
• Assignment and lender rights: [________________________________]
• Notice recipients, methods, and effectiveness: [________________________________]
• Amendment, waiver, severability, and integration terms: [________________________________]
• Counterpart, electronic-signature, and delivery requirements: [________________________________]
• Record retention, audit, confidentiality, and publicity: [________________________________]

This packet does not select a forum, governing law, arbitration, jury waiver, mediation prerequisite, interim remedy, fee rule, signature method, or notice result.

11. Counsel Completion Record

Before releasing an executable agreement, Texas counsel should confirm:

☐ Every owner, property, work, price, procurement, and claimant-tier classification is resolved.

☐ Current official law and required forms were checked for the selected project.

☐ Public procurement/bond and private-property lien provisions were not blended.

☐ Licensing, permits, codes, funding, and owner requirements are satisfied.

☐ Payment, reserved-funds, waiver, notice, bond, change, and closeout terms match the selected legal package.

☐ Indemnity, insurance, damages, limitation, default, delay, termination, and remedy terms were reviewed.

☐ Venue, dispute, jury, fee, signature, delivery, and notice terms were reviewed.

☐ All incorporated documents are attached, versioned, and internally consistent.

☐ No unresolved field remains in the executable contract.

• Reviewing attorney: [________________________________]
• Texas bar number: [________________________________]
• Review date: [__/__/____]
• Remaining conditions to release: [________________________________]

12. Drafting Handoff

Attach the completed classification record, authority register, project documents, proposed deal points, insurance requirements, bond and waiver forms, and open-issue list to the drafting instruction.

Drafting instruction: [________________________________]

Attorney-approved precedent or owner form: [________________________________]

Required exhibits: [________________________________]

Unresolved issues: [________________________________]

Executable document released separately: ☐ Yes ☐ No

END OF NON-EXECUTABLE PREPARATION PACKET — DO NOT ADD PARTY SIGNATURES OR NOTARY BLOCKS