Short Form Agreement
Draft · check · issue
Draft
Step 1

Pull the job from Asana

Paste the Asana job task name and the Costings subtask list (select them in Asana, copy, paste here). Everything below auto-fills — fee lines, invoice contact, client email, job number, school and address.

Step 2

Project & parties

Step 3

Scope & nature of the services

One card per priced phase or block. The fee shown on each card is the fee that appears against it in the agreement.

Step 4

Additional items & disbursements

Consultant, testing and council items priced on top of the design fee (surveyor, fire engineering, consent fees, plant hire).

Step 5 — required for MOE school works

SFA inclusions check

Client directive, July 2026: every SFA for school works must show these six items. Anything left unticked is flagged on the agreement as excluded, so it can never be silently missed.

Step 6

Fees, payment & variations

Step 7

Issue the agreement

Sending emails the PDF to the recipient, files it against the job, ticks Project Progress → Short Form Agreement in Asana and posts a dated comment on the job task. Nothing is sent until you press the button.