TSPS SEPT. FINAL - Flipbook - Page 17
INSURANCE
Written Contracts:
A Land Surveyor’s Essential Protection
The Foundation of an Effective Contract
The property owner or authorized representative
A well-written contract with clients is your best
must sign and date the document. Maintain the
defense against professional liability claims.
signed copy in an easily accessible and secure
Insurance carriers recognize this and factor your
location for future reference.
utilization of contracts into their underwriting
decisions. Despite this reality, many surveyors still
Critical Documentation Requirements
operate without contracts or agreements across all
Even informal agreements require certain essential
their projects.
elements. At minimum, your written agreement
should include:
While a comprehensive contract reviewed by legal
counsel is optimal, it’s not always feasible.
Fortunately, many insurance carriers will accept key
project details in writing and confirmed by both
parties—even through email correspondence.
Additionally, several carrier partners offer free
contract reviews to help ensure your agreements
provide adequate protection.
Your written contracts and agreements should
include these fundamental details:
Scope of Services: Provide a clear outline of the
services you will deliver, as well as explicitly state
what services you will not be providing. This prevents
scope creep and sets appropriate expectations.
Project Timeline: Include a schedule or timeline for
completion of the work to establish clear deliverable
dates and manage client expectations.
Fee Structure: Detail your charging structure,
including rates, payment terms, and any additional
costs that may arise during the project.
Proper Execution: Ensure the contract is signed and
dated by both parties, with legal names clearly listed.
insuranceforsurveyors.com
• The contract start date
• Clear explanation of contract termination
conditions
• Brief but accurate description of the property
location
• Legal names of all parties involved
• Signatures and dates from authorized
representatives
The Bottom Line
While Texans may conduct business on a handshake,
insurance and liability matters demand written
documentation. If you’ve made it this far in the article
and are attending this year’s convention, find us and
let us know- we’ll give you prize! Whether through
formal contracts or email confirmations, having
written agreements is your best protection in the
event of an E&O claim.
Remember: this guidance serves as operational
suggestions and does not constitute legal advice.
Consult with qualified legal counsel for specific
contract language and requirements in your
jurisdiction.
For more information on professional liability
coverage and contract reviews, contact your
insurance provider or professional association.
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