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Contracts for
Designers
Sonia Davis Gutiérrez
Attorney, Paul D. Reynolds
Documents
 Contract – 18 Sections
 Exhibits – 2 Exhibits
 Change Order – 1 per revision
 phase
Download template documents at
http://newdesignschool.org/contracts-for-
designers.html
Find this presentation on SlideShare
Contract: Definitions
   Date

   Client

   Designer

                        EXAMPLE

This agreement made effective 26th Day of May, 2012, between
Sample Business referred to in this agreement as Client, and
Your Design Business Name, referred to in this agreement as
Designer.
Contract: Recitals
     Explanation of the reasons for the transaction
        Goal

        Referencing details in the Exhibits: Creative
        Brief


                              EXAMPLE

A.   It is the intention of Client to create a website at described in
     attached Exhibit A which is is incorporated herein by reference; and
     which shall be referred to in this agreement as the project.
B.   Client in connection with the proposed project desires to retain the
     services of Designer on the terms and conditions set forth below. In
     consideration of the matters described above, and of the mutual
     benefits and obligations set forth in this agreement, the parties
     agree as follows…
Exhibit A
    Supporting reference document

Project Details – most customized of all
documents

Schedule
                EXAMPLE

            A. Objectives
            B. Target
               Audience
            C. Specifications
            D. Creative
            E. Content
            F. Timeline
Contract: Section 1 General

     Designer will do good work

     Designer will stay on schedule


                              EXCERPT

A.   Designer agrees to perform all of the professional services in
     connection with the project and comply with the terms and
     conditions set forth in this agreement, which shall be performed in
     a diligent manner.
B.   All time limits stated in this agreement are of the essence.
C.   Designer in designing the project shall use its best professional
     efforts to take into consideration the project's relation to
     Client’s interests…
Contract: Section 2 Consultants
    Working with client’s hired professionals

    Work collaboratively with clients consultants

    Designer should express if consultants work
    does not meet requirements


                             EXCERPT
…Designer will coordinate and cooperate with all consultants
   retained directly by Client. Designer shall coordinate the work of
   its own consultants, and shall certify, to the best of its knowledge
   and belief, that any work performed by Client's consultants is
   complete and meets Designer's requirements, and Designer shall
   notify Client if any such work performed by Client's consultants
   is not satisfactory or is incomplete in view of Designer's
   requirements.
Contract: Section 3 Basic
                Services
     Approvals in writing along the way

     “Change Orders” for amending


                             EXCERPT
…The professional services of Designer shall be performed in
   accordance with the phases set forth in Exhibit A. At the end of each
   phase, Designer will review the project progress and secure written
   approval from Client that the project in its current form concurs
   with the project costs previously reviewed by Designer and approved
   and budgeted by Client as may be amended by any change orders;
   Designer will cooperate closely with Client and shall further assist
   Client in all possible ways so that such concurrence is accomplished
   and that the total cost of the project does not exceed the maximum
   project cost.
Contract: Section 4 Client
                Responsibilities
      Equity, Art, Materials necessary

      Designated contact

                              EXCERPT
A.   Provide Designer with information and criteria outlining Client's
     objectives, specifications, and functional requirements for the
     project; and all art, documents, and materials listed in Exhibit B.
B.   Inform Designer in writing of the maximum project cost for the
     project.
C.   Maintain close liaison with Designer.
D.   Designate, when necessary, representatives authorized to act in its
     behalf.
E.   Examine documents submitted by Designer and shall render
     decisions pertaining to them promptly, to avoid unreasonable delay
     in the progress of Designer's services. Client designates its
     representative to be Name of Contact.
Exhibit B
            Supporting reference document

     What format to provide artwork

     List of causes for additional cost
                         EXCERPT
A. All art work, graphics, and text documents should be
   provided in an industry standard format such as Adobe
   Illustrator EPS, Microsoft Word or in the body of an email
B. Any of the below could result in a “change order" resulting in
   additional cost or schedule changes: Art work that is faxed
   or requires scanning and retouching (not in the digital
   format described above) Modification to the provided digital
   content Editing of photography or illustration including
   necessary retouching, cropping, color manipulation Proofing
   is the responsibility of the client. Editing and proofing
   services can be requested and provided upon request as an
   additional consultant
Contract: Section 5 Designer’s
                         Compensation
     Price to complete project

     Cost for additional hours

     Expenses
                               EXCERPT
A.   For Designer's basic services, as described in Section Three, Client
     shall pay to Designer a fee (the "basic fee") in the amount of One
     thousand two hundred eighty Dollars ($1,280), which is 16
     hours of design and development at an hourly rate of Eighty
     ($80) dollars per hour, notwithstanding total project cost and
     change orders.
B.   For Designer's additional services, as described in Section Six, Client
     shall pay to Designer an additional fee of Eighty Dollars ($80.00)
     per hour for all services listed in Section Six.
C.   For Designer's reimbursable expenses ("reimbursable expenses,"
     defined and limited in Section Seven), Client shall pay to Designer
     amounts expended by Designer on a cost-only basis. .
Contract: Section 6 Additional Services
         Significant changes to the project
“Change Orders” issued and approved in writing

    Changes after approvals

    Significant changes
                            EXCERPT
…Designer agrees to perform or obtain any additional services if
   requested to do so in writing by Client; however, no additional
   services shall be performed without prior written authorization
   (“change order”) by Client. The following shall be considered
   additional services:
A. Revisions to the artwork, layout, and/or specifications, if, after
   Client has approved Phase I, Client orders changes in the scope
   of the project that require Designer to make extensive revisions
   to the artwork, layout, and/or specifications, provided that such
   changes are not due to any acts or omissions of Designer.
B. Significant revisions, initiated by Client, of previously approved
   specifications to accomplish changes, except as provided in
   Section…
Change Orders
                  Addendum to contract

     When more time is going to be required

     Clearly describes change and cost

    Must be approved in writing


                        INCLUDES
Project                       Previous Contract Amount
Date                          Revised Contract Amount
Description of change         Designer Signature
Total Estimated Cost          Client Signature
Contract: Section 7 Reimbursable
                            Expenses
    Approved travel outside of the general area
    of office

    Taxi, air, mileage, tolls, lodging
                              EXCERPT
…Designer shall be reimbursed for the following reimbursable expenses
   only to the extent that such expenses were necessarily incurred for
   the project. Travel, when approved in advance or required by Client,
   for Designer and its representatives (except for travel in the general
   area of Designer's office). Travel reimbursement shall be limited to:
A. Reasonable actual cost of any taxi, bus, railroad or air travel (coach
   where practicable);
B. Transportation by automobile at Fifty Cents ($.50) per mile, plus
   tolls and parking; and
C. Reasonable actual lodging expenses and meals incurred while
   traveling…
Contract: Section 8 Payments to Designer
                       Terms of Payment

     How payment is made

     When payment is due

                               EXCERPT
A.   One half (1/2) of the total is due to initiate the project. The second
     half is due upon completion.
B.   Payments for approved additional services (change orders) and for
     approved reimbursable expenses shall be made without duplication
     not more than once a month, within fifteen (15) days of presentation
     of Designer's detailed statement. These detailed statements shall
     include all appropriate support data and shall be submitted on the
     fifteenth day of each month and shall cover all such expenses
     incurred up to the last day of the previous month…
Contract: Section 9 Suspension or Termination of

                             Performance

      Procedure for ending a project before
      complete

      When payment isEXCERPT
                      due
A.    Client may at any time, and for any reason, direct Designer to stop
      Designer's services under this agreement for a period of time. This
      direction shall be in writing and shall specify the period during
      which the services are to be stopped. Designer shall resume services
      on the date specified in the direction, or on any other date as Client
      may subsequently specify in writing. The period during which
      services are stopped shall be added to the time fixed for
      performance. Stoppage of services under this Section shall not give
      rise to any claim against Client.
B.    Client may at any time, with or without cause, terminate this
      agreement by written notice to Designer specifying the termination
      date, which shall be not less than Five (5) days from the date notice
      is given. In the event of termination in this manner, Designer shall
      be paid such amount as shall compensate it for the portion of the
Contract: Section 10 Designer’s Records
     Documentation of time and expenses
     Timesheets

     Approved Expenses
                             EXCERPT
A.   Designer shall keep, and shall require each consultant engaged
     under this agreement to keep, accurate records in accordance with
     sound accounting principles, of all expenditures made and all
     project costs, liabilities and obligations incurred under this
     agreement. These accounts shall be available on reasonable request
     to Client for examination and audit.
Contract: Section 11 Notices
            Methods of communication
    Communication channels

    Confirmation of receipt
                             EXCERPT
…Any notice, approval, acceptance, request, bill, demand or statement
   under this agreement from either party to the other shall be in
   writing and shall be deemed to have been given when either
   delivered personally, deposited in a U.S. mail box in a postage
   prepaid envelope, or email addressed to the other party at the
   address that accompanies their signature to the agreement. Either
   party may at any time change address by delivering or mailing, as
   stated above, to the other party a notice stating the change and the
   changed address. Notices sent by email to the addresses listed in
   Exhibit B shall only be deemed to have been given upon receipt of a
   confirmation email from the recipient to the party giving notice.
Contract: Section 12 Clientship of Documents
                    Ownership of work
     “Work for hire” contract

     When paid in full, copyright belongs to client
                               EXCERPT
A.   All drawings, plans, specifications and other documents prepared by
     Designer in connection with the project are prepared as "work for
     hire," as the phrase is defined in Section 101 of Title 17 of the
     United States Code, and all title, Clientship and copyright privileges
     are and shall at all times be in Client. Client shall not use any such
     drawings, plans, specifications or other documents for any other
     project to be or proposed to be.
B.   Designer agrees, when requested by Client, to immediately execute
     any reasonable documents which documents shall evidence and
     acknowledge the Clientship of all drawings, plans, specifications and
     other documents in Client.
Contract: Section 13 Professional Consulting Services
               Managing subcontractors
     Hiring other professionals upon approval

     Managed and paid by designer
                              EXCERPT
A.   Not engage any consultants, except those listed in Section Three,
     without the prior written approval of Client.
B.   Be responsible for the performance of the work of all consultants
     engaged by it. This shall include the maintenance of schedules,
     coordination of their work and resolution of all differences between
     them.
C.   Pay to any consultants employed for any part of the project fees
     commensurate with the professional services. It is understood that
     all consultants engaged by Designer are independent contractors to
     Designer and not to Client and Designer alone is responsible for
     their work.
Contract: Section 14 Proprietary Items
                   Legal use of content

     Client should have rights to use provided
     content
                               EXCERPT
Designer shall not, without the prior written approval of Client, specify
    for the project or necessarily imply the required use of, any article,
    copyrighted material, service mark, or trademark which is not the
    property of Client or Designer.
Contract: Section 15 Acceptance of Final Payment
                        End of project

    Final payment completes project and ends
    contract
                             EXCERPT
The acceptance by Designer, its successors or assigns, of any payment
    made under this agreement, or any final payment due on
    termination of this agreement, shall constitute a full and complete
    release of Client from all claims, demands and causes of action
    which Designer, its successors or assigns have or may have against
    Client under the provisions of this agreement.
Contract: Section 16 Liability
      Designer and client responsibilities
     Client is liable for all provided content
     Designer and Client are liable for project
     completion


                              EXCERPT
A.   Any claim made by Designer arising out of any act or omission by
     any officer, agent or employee of Client, in the execution or
     performance of this agreement, shall be made against Client and
     not against the officer, agent or employee, unless such officer,
     agent or employee lacked authority to enter into this agreement.
B.   Designer shall require each consultant to agree in its individual
     contract with Designer not to make any claim against Client, its
     agents or employees by reason of that contract.
Contract: Section 17 Miscellaneous
              State laws and other items
     All state laws apply

     Client’s contract items not already included
     could be added here

                              EXCERPT
A.   This agreement shall constitute the sole understanding of the
     parties and supersedes all prior negotiations, statements,
     instructions, representations or agreements either written or oral.
     This agreement may be amended only by written instrument
     signed by both Client and Designer.
B.   The laws of the State of Arkansas shall govern this agreement.
Contract: Section 18 Signatures

Designer’s signature, date, printed name, title,
business name, email, address, office phone,
mobile phone, fax
Client’s signature, date, printed name, title,
Thank You

 Sonia Davis Gutiérrez, founder and president
 New Design School; principal and designer of
 3c21 Design
    Facebook, Twitter, LinkedIn

 Paul D. Reynolds, attorney
    Facebook, LinkedIn
Download template documents at
http://newdesignschool.org/contracts-for-
designers.html
Find this presentation on SlideShare

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Contracts for Designers

  • 1. Contracts for Designers Sonia Davis Gutiérrez Attorney, Paul D. Reynolds
  • 2. Documents Contract – 18 Sections Exhibits – 2 Exhibits Change Order – 1 per revision phase Download template documents at http://newdesignschool.org/contracts-for- designers.html Find this presentation on SlideShare
  • 3. Contract: Definitions Date Client Designer EXAMPLE This agreement made effective 26th Day of May, 2012, between Sample Business referred to in this agreement as Client, and Your Design Business Name, referred to in this agreement as Designer.
  • 4. Contract: Recitals Explanation of the reasons for the transaction Goal Referencing details in the Exhibits: Creative Brief EXAMPLE A. It is the intention of Client to create a website at described in attached Exhibit A which is is incorporated herein by reference; and which shall be referred to in this agreement as the project. B. Client in connection with the proposed project desires to retain the services of Designer on the terms and conditions set forth below. In consideration of the matters described above, and of the mutual benefits and obligations set forth in this agreement, the parties agree as follows…
  • 5. Exhibit A Supporting reference document Project Details – most customized of all documents Schedule EXAMPLE A. Objectives B. Target Audience C. Specifications D. Creative E. Content F. Timeline
  • 6. Contract: Section 1 General Designer will do good work Designer will stay on schedule EXCERPT A. Designer agrees to perform all of the professional services in connection with the project and comply with the terms and conditions set forth in this agreement, which shall be performed in a diligent manner. B. All time limits stated in this agreement are of the essence. C. Designer in designing the project shall use its best professional efforts to take into consideration the project's relation to Client’s interests…
  • 7. Contract: Section 2 Consultants Working with client’s hired professionals Work collaboratively with clients consultants Designer should express if consultants work does not meet requirements EXCERPT …Designer will coordinate and cooperate with all consultants retained directly by Client. Designer shall coordinate the work of its own consultants, and shall certify, to the best of its knowledge and belief, that any work performed by Client's consultants is complete and meets Designer's requirements, and Designer shall notify Client if any such work performed by Client's consultants is not satisfactory or is incomplete in view of Designer's requirements.
  • 8. Contract: Section 3 Basic Services Approvals in writing along the way “Change Orders” for amending EXCERPT …The professional services of Designer shall be performed in accordance with the phases set forth in Exhibit A. At the end of each phase, Designer will review the project progress and secure written approval from Client that the project in its current form concurs with the project costs previously reviewed by Designer and approved and budgeted by Client as may be amended by any change orders; Designer will cooperate closely with Client and shall further assist Client in all possible ways so that such concurrence is accomplished and that the total cost of the project does not exceed the maximum project cost.
  • 9. Contract: Section 4 Client Responsibilities Equity, Art, Materials necessary Designated contact EXCERPT A. Provide Designer with information and criteria outlining Client's objectives, specifications, and functional requirements for the project; and all art, documents, and materials listed in Exhibit B. B. Inform Designer in writing of the maximum project cost for the project. C. Maintain close liaison with Designer. D. Designate, when necessary, representatives authorized to act in its behalf. E. Examine documents submitted by Designer and shall render decisions pertaining to them promptly, to avoid unreasonable delay in the progress of Designer's services. Client designates its representative to be Name of Contact.
  • 10. Exhibit B Supporting reference document What format to provide artwork List of causes for additional cost EXCERPT A. All art work, graphics, and text documents should be provided in an industry standard format such as Adobe Illustrator EPS, Microsoft Word or in the body of an email B. Any of the below could result in a “change order" resulting in additional cost or schedule changes: Art work that is faxed or requires scanning and retouching (not in the digital format described above) Modification to the provided digital content Editing of photography or illustration including necessary retouching, cropping, color manipulation Proofing is the responsibility of the client. Editing and proofing services can be requested and provided upon request as an additional consultant
  • 11. Contract: Section 5 Designer’s Compensation Price to complete project Cost for additional hours Expenses EXCERPT A. For Designer's basic services, as described in Section Three, Client shall pay to Designer a fee (the "basic fee") in the amount of One thousand two hundred eighty Dollars ($1,280), which is 16 hours of design and development at an hourly rate of Eighty ($80) dollars per hour, notwithstanding total project cost and change orders. B. For Designer's additional services, as described in Section Six, Client shall pay to Designer an additional fee of Eighty Dollars ($80.00) per hour for all services listed in Section Six. C. For Designer's reimbursable expenses ("reimbursable expenses," defined and limited in Section Seven), Client shall pay to Designer amounts expended by Designer on a cost-only basis. .
  • 12. Contract: Section 6 Additional Services Significant changes to the project “Change Orders” issued and approved in writing Changes after approvals Significant changes EXCERPT …Designer agrees to perform or obtain any additional services if requested to do so in writing by Client; however, no additional services shall be performed without prior written authorization (“change order”) by Client. The following shall be considered additional services: A. Revisions to the artwork, layout, and/or specifications, if, after Client has approved Phase I, Client orders changes in the scope of the project that require Designer to make extensive revisions to the artwork, layout, and/or specifications, provided that such changes are not due to any acts or omissions of Designer. B. Significant revisions, initiated by Client, of previously approved specifications to accomplish changes, except as provided in Section…
  • 13. Change Orders Addendum to contract When more time is going to be required Clearly describes change and cost Must be approved in writing INCLUDES Project Previous Contract Amount Date Revised Contract Amount Description of change Designer Signature Total Estimated Cost Client Signature
  • 14. Contract: Section 7 Reimbursable Expenses Approved travel outside of the general area of office Taxi, air, mileage, tolls, lodging EXCERPT …Designer shall be reimbursed for the following reimbursable expenses only to the extent that such expenses were necessarily incurred for the project. Travel, when approved in advance or required by Client, for Designer and its representatives (except for travel in the general area of Designer's office). Travel reimbursement shall be limited to: A. Reasonable actual cost of any taxi, bus, railroad or air travel (coach where practicable); B. Transportation by automobile at Fifty Cents ($.50) per mile, plus tolls and parking; and C. Reasonable actual lodging expenses and meals incurred while traveling…
  • 15. Contract: Section 8 Payments to Designer Terms of Payment How payment is made When payment is due EXCERPT A. One half (1/2) of the total is due to initiate the project. The second half is due upon completion. B. Payments for approved additional services (change orders) and for approved reimbursable expenses shall be made without duplication not more than once a month, within fifteen (15) days of presentation of Designer's detailed statement. These detailed statements shall include all appropriate support data and shall be submitted on the fifteenth day of each month and shall cover all such expenses incurred up to the last day of the previous month…
  • 16. Contract: Section 9 Suspension or Termination of Performance Procedure for ending a project before complete When payment isEXCERPT due A. Client may at any time, and for any reason, direct Designer to stop Designer's services under this agreement for a period of time. This direction shall be in writing and shall specify the period during which the services are to be stopped. Designer shall resume services on the date specified in the direction, or on any other date as Client may subsequently specify in writing. The period during which services are stopped shall be added to the time fixed for performance. Stoppage of services under this Section shall not give rise to any claim against Client. B. Client may at any time, with or without cause, terminate this agreement by written notice to Designer specifying the termination date, which shall be not less than Five (5) days from the date notice is given. In the event of termination in this manner, Designer shall be paid such amount as shall compensate it for the portion of the
  • 17. Contract: Section 10 Designer’s Records Documentation of time and expenses Timesheets Approved Expenses EXCERPT A. Designer shall keep, and shall require each consultant engaged under this agreement to keep, accurate records in accordance with sound accounting principles, of all expenditures made and all project costs, liabilities and obligations incurred under this agreement. These accounts shall be available on reasonable request to Client for examination and audit.
  • 18. Contract: Section 11 Notices Methods of communication Communication channels Confirmation of receipt EXCERPT …Any notice, approval, acceptance, request, bill, demand or statement under this agreement from either party to the other shall be in writing and shall be deemed to have been given when either delivered personally, deposited in a U.S. mail box in a postage prepaid envelope, or email addressed to the other party at the address that accompanies their signature to the agreement. Either party may at any time change address by delivering or mailing, as stated above, to the other party a notice stating the change and the changed address. Notices sent by email to the addresses listed in Exhibit B shall only be deemed to have been given upon receipt of a confirmation email from the recipient to the party giving notice.
  • 19. Contract: Section 12 Clientship of Documents Ownership of work “Work for hire” contract When paid in full, copyright belongs to client EXCERPT A. All drawings, plans, specifications and other documents prepared by Designer in connection with the project are prepared as "work for hire," as the phrase is defined in Section 101 of Title 17 of the United States Code, and all title, Clientship and copyright privileges are and shall at all times be in Client. Client shall not use any such drawings, plans, specifications or other documents for any other project to be or proposed to be. B. Designer agrees, when requested by Client, to immediately execute any reasonable documents which documents shall evidence and acknowledge the Clientship of all drawings, plans, specifications and other documents in Client.
  • 20. Contract: Section 13 Professional Consulting Services Managing subcontractors Hiring other professionals upon approval Managed and paid by designer EXCERPT A. Not engage any consultants, except those listed in Section Three, without the prior written approval of Client. B. Be responsible for the performance of the work of all consultants engaged by it. This shall include the maintenance of schedules, coordination of their work and resolution of all differences between them. C. Pay to any consultants employed for any part of the project fees commensurate with the professional services. It is understood that all consultants engaged by Designer are independent contractors to Designer and not to Client and Designer alone is responsible for their work.
  • 21. Contract: Section 14 Proprietary Items Legal use of content Client should have rights to use provided content EXCERPT Designer shall not, without the prior written approval of Client, specify for the project or necessarily imply the required use of, any article, copyrighted material, service mark, or trademark which is not the property of Client or Designer.
  • 22. Contract: Section 15 Acceptance of Final Payment End of project Final payment completes project and ends contract EXCERPT The acceptance by Designer, its successors or assigns, of any payment made under this agreement, or any final payment due on termination of this agreement, shall constitute a full and complete release of Client from all claims, demands and causes of action which Designer, its successors or assigns have or may have against Client under the provisions of this agreement.
  • 23. Contract: Section 16 Liability Designer and client responsibilities Client is liable for all provided content Designer and Client are liable for project completion EXCERPT A. Any claim made by Designer arising out of any act or omission by any officer, agent or employee of Client, in the execution or performance of this agreement, shall be made against Client and not against the officer, agent or employee, unless such officer, agent or employee lacked authority to enter into this agreement. B. Designer shall require each consultant to agree in its individual contract with Designer not to make any claim against Client, its agents or employees by reason of that contract.
  • 24. Contract: Section 17 Miscellaneous State laws and other items All state laws apply Client’s contract items not already included could be added here EXCERPT A. This agreement shall constitute the sole understanding of the parties and supersedes all prior negotiations, statements, instructions, representations or agreements either written or oral. This agreement may be amended only by written instrument signed by both Client and Designer. B. The laws of the State of Arkansas shall govern this agreement.
  • 25. Contract: Section 18 Signatures Designer’s signature, date, printed name, title, business name, email, address, office phone, mobile phone, fax Client’s signature, date, printed name, title,
  • 26. Thank You Sonia Davis Gutiérrez, founder and president New Design School; principal and designer of 3c21 Design Facebook, Twitter, LinkedIn Paul D. Reynolds, attorney Facebook, LinkedIn Download template documents at http://newdesignschool.org/contracts-for- designers.html Find this presentation on SlideShare

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