Reporter
Full legal name, job title, employer or business entity to identify the declarant unambiguously.
A clear declaration reduces legal and reputational risk by making potential conflicts visible to decision-makers, supports regulatory compliance, and documents steps taken to mitigate influence or favoritism. It also provides an auditable record for internal review and external oversight.
Organizations use declarations to collect disclosures from individuals with decision-making or procurement roles.
Reviewers usually include compliance officers, general counsel, procurement leads, and HR — each assesses disclosures against policy and law.
Full legal name, job title, employer or business entity to identify the declarant unambiguously.
Specify ownership, directorship, consultancy, gifts, loans, fiduciary roles, or family relationships that may influence decisions.
Quantify ownership percentages, contract value, or financial exposure to show materiality and potential impact.
List contracts, vendors, grants, or procurement items tied to the interest to aid conflict screening.
Describe recusal, disclosure to committees, divestment plans, or supervisory monitoring used to manage the conflict.
Declarant signature and date confirming completeness and truthfulness under applicable policy or law.
| Field | Configuration |
|---|---|
| Required fields | Make name, interest type, and signature mandatory |
| Reviewer routing | Auto-route to compliance and legal based on interest flags |
| Attachments | Allow PDF/Doc upload limited to relevant evidence |
| Retention | Set retention tags per policy and legal requirements |
Confirm platform capabilities before accepting electronic submissions and signatures.
Ensure the chosen solution provides an audit trail, secure storage, and optional HIPAA BAA where health information is involved.
At hire, appointment, or contract award — provide immediately upon onboarding.
Annually or as defined by policy; many entities require yearly refreshes.
Update within 30 days of a new interest or material change.
Provide before signing or within the timeframe required by procurement rules.
Retention counts from signature date or last effective amendment.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card required | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |