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Business Services Colliers

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Business Services Colliers

Parties

Client Name:    Client Address:

Service Provider Name:    Provider Address:

WHEREAS

WHEREAS, Client requires professional business services related to advisory, management, brokerage, marketing and associated consulting (the "Services"); and

WHEREAS, Service Provider represents that it possesses the necessary expertise, personnel and licenses to perform the Services and is willing to provide such Services under the terms set forth in this Agreement; and

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the Parties agree as follows.

Scope of Work

Service Provider shall perform the Services described below. The scope may be amended only by written change order signed by both Parties.

Payment Terms

Client shall pay Service Provider for Services as follows. All amounts are in U.S. Dollars unless otherwise indicated.

Service Provider shall submit invoices to Client. Payment is due within days of receipt of a properly detailed invoice.

Overdue amounts shall accrue interest at the lesser of (a) or (b) the maximum rate permitted by law. In addition, Client shall reimburse Service Provider for reasonable collection costs and attorneys' fees incurred to recover past due amounts.

Term and Termination

This Agreement shall commence on and shall continue in effect until unless earlier terminated in accordance with this Agreement.

Either Party may terminate this Agreement for convenience upon providing written notice to the other Party. Either Party may terminate immediately for material breach if such breach remains uncured for twenty (20) days following written notice of breach.

Upon termination, Client shall pay Service Provider for Services performed and reimbursable expenses incurred through the effective date of termination. Service Provider shall deliver to Client all work in progress, subject to payment for completed work and reasonable costs of transfer.

Confidentiality

For the purposes of this Agreement, "Confidential Information" means non-public business, technical, financial and other information disclosed by a Party (Disclosing Party) to the other Party (Receiving Party) that is clearly designated as confidential or that a reasonable person would understand to be confidential given the nature of the information.

The Receiving Party shall: (a) hold Confidential Information in strict confidence and use it only to perform obligations under this Agreement; (b) limit disclosure to employees, contractors or agents who have a need to know and are bound by confidentiality obligations no less protective than those herein; and (c) not disclose Confidential Information to any third party without prior written consent of the Disclosing Party.

Confidential obligations do not apply to information that: (i) is or becomes publicly known through no breach by the Receiving Party; (ii) is received from a third party without breach of an obligation of confidentiality; (iii) is independently developed by the Receiving Party without use of the Disclosing Party’s Confidential Information; or (iv) is required to be disclosed by law, provided the Receiving Party gives prompt written notice and limits disclosure to the extent legally required.

Upon termination or at the Disclosing Party's request, the Receiving Party shall, at the Disclosing Party’s option, return or destroy all Confidential Information and certify in writing that it has complied with this obligation.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles. The Parties submit to the exclusive jurisdiction of the state and federal courts located in that State for resolution of disputes.

Entire Agreement; Miscellaneous

This Agreement, together with any mutually executed change orders, constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior discussions, proposals and agreements, whether written or oral. No amendment or waiver shall be effective unless in writing and signed by both Parties.

If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. The Parties are independent contractors and nothing in this Agreement creates a partnership, joint venture or agency relationship.

Client:

By:

Date:

Service Provider:

By:

Date:

Enter text✕

What the Business Services Colliers document is and when it applies

The Business Services Colliers is a contractual and administrative packet used to formalize the scope, responsibilities, pricing, and delivery milestones for business services provided through Colliers or affiliated service teams. It typically combines a short engagement agreement, a statement of work, billing terms, contact and authorization fields, and any state- or industry-specific disclosures. Organizations use this document to create one authoritative record that defines deliverables, allocation of costs, invoicing cadence, and acceptance criteria. For many clients, completing this packet reduces ambiguity about handoffs, change orders, and payment terms while creating a clear audit trail for compliance and procurement.

Why this document matters for suppliers and clients

A complete Business Services Colliers packet clarifies contractual scope, preserves record evidence for financial and regulatory review, and documents approvals required to begin work. It centralizes essential terms—pricing, deliverables, timelines, invoicing—and reduces disputes by capturing signatures and audit metadata that demonstrate mutual assent.

Why this document matters for suppliers and clients

Typical users and roles involved

Multiple stakeholders sign or review the packet so that responsibilities are clear and financial controls are preserved.

  • Procurement teams and contract managers who evaluate vendor terms and approve purchase commitments.
  • Project managers who require documented scope, milestones, and acceptance criteria before work begins.
  • Finance and accounts payable teams who need accurate invoicing schedules and authorized signatures for payment.

Stepwise completion: how to fill and route the packet

Follow these sequential steps to complete and route the Business Services Colliers packet so approvals and records are captured consistently.

  • 01
    Prepare draft: Assemble SOW, pricing, and attachments before data entry.
  • 02
    Enter fields: Complete all required fields and validate names and dates.
  • 03
    Attach documents: Upload supporting exhibits such as invoices or certifications.
  • 04
    Route for signature: Send to approvers in the required order and capture audit details.

How to configure an online workflow for this packet

Set up an electronic workflow so the packet routes automatically to each approver and preserves a tamper-evident audit trail.

Field Configuration
Signing Order Sequence approvers by role (Procurement → PM → Finance → Legal)
Authentication Use email link or SMS code for signer verification
Attachments Require PDF exhibits before final signature
Notifications Enable automated reminders and completion confirmations

Where the completed packet goes and what happens next

After execution, the packet should be routed to contract repository, accounts payable, and the project owner so obligations and invoicing are synchronized.

  • Contract Repository: Store final executed packet in the fiduciary contract system
  • Accounts Payable: Send signed packet for vendor setup and invoice matching
  • Project Owner: Notify PM to schedule work and track milestones
  • Audit Archive: Capture audit log and signed PDF for compliance

Technical considerations for electronic completion and distribution

Ensure your chosen platform supports secure storage, audit trails, and the integrations required by procurement and finance systems.

  • File formats: PDF, DOCX, and form-fillable Excel are commonly supported
  • Integrations: CRM and storage integrations avoid duplicate data entry
  • Authentication: SMS, email link, or stronger methods reduce signer disputes

Essential elements to include in a professional packet

A complete Business Services Colliers packet contains contract terms, defined deliverables, pricing and billing rules, acceptance criteria, signatures with authority, and recordkeeping instructions to support execution and audits.

Scope

Clear deliverables, milestones, and exclusions to limit disputes and scope creep.

Pricing

Unit rates, fixed fees, escalation clauses, and expense reimbursement details.

Billing

Invoice cadence, payment terms, remittance instructions, and late fees.

Acceptance

Defined criteria and approval process for deliverable acceptance.

Compliance

Industry-specific provisions, data handling, and regulatory clauses.

Signatures

Authorized signers, date fields, and eSignature metadata for auditability.

Supporting materials commonly attached

Standard attachments make the packet actionable and easier to process by downstream teams and auditors.

Statement of Work

Detailed task list, deliverable schedule, acceptance tests, and responsible parties.

Fee Schedule

Itemized pricing, expense policies, and any cap or not-to-exceed amounts.

Insurance Certificates

Proof of coverage required for liability and workers' compensation.

Vendor Forms

Completed W-9, banking details, and vendor contact information for AP setup.

Key timing and deadline expectations

Track the packet against filing, tax, and internal procurement deadlines to avoid late fees and compliance gaps.

Contract Effective Date:

Effective date as entered determines billing and performance start

Invoice Deadlines:

Submit invoices per contract terms to meet payment cycles

Vendor Setup:

Allow time for AP vendor setup after signed packet is received

Tax Reporting:

Maintain records to support IRS reporting obligations

Record Retention:

Follow retention timelines for auditability and legal holds

Milestone timeline from draft to archive

A typical processing sequence includes preparation, approval, execution, fulfillment, and archival stages to ensure traceability and financial control.

01

Draft and Review

Create packet and circulate for internal review and edits

02

Internal Approvals

Obtain procurement, finance, and legal signoffs as required

03

Execution

Capture signatures and record the signed PDF and audit trail

04

Fulfillment and Billing

Begin services per SOW and issue invoices per payment terms

Common preparation mistakes to avoid

  • Incomplete legal names or missing EINs that block vendor setup
  • Vague scope descriptions that allow scope creep or disputes
  • Missing signature authorization or out-of-date signatory information
  • Incorrect payment instructions causing delayed or misapplied payments

Consequences of errors or missing information

Delayed Payment: Late vendor payment
Reporting Errors: Incorrect 1099 reporting
Contract Disputes: Scope and acceptance disagreements
Audit Findings: Noncompliance citations
Tax Penalties: Backup withholding exposure
Invalid Signature: Enforceability risk

Required security and compliance information to record

Encryption: AES-256 at rest
Transport: TLS 1.2/1.3 in transit
Audit Trail: IP, timestamp, and action history
Access Control: Role-based permissions
BAA: Required for HIPAA data
Retention: Policy-driven retention rules

Comparison of common eSignature pricing and capabilities

Platform pricing and capabilities vary by plan and billing model. signNow is shown first for direct comparison; evaluate features such as bulk send, audit trail, HIPAA support, and envelope limits against your requirements.

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 Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Varies Varies Varies Varies

Real-world examples of how organizations use this packet

These brief cases illustrate practical ways teams standardize service agreements and capture approvals.

Optica Ventures — COO

The team standardized vendor packets to streamline onboarding and reduce disputes.

  • Speed to execute improved across teams.
  • The centralized packet reduced vendor setup time and created a single source of truth for contract terms and invoices.

Martin Properties — Founder

Property management consolidated service orders into one packet for maintenance and vendor billing.

  • Mobile signing was critical on site.
  • This approach ensured contractors received clear scope, accepted work faster, and allowed accounting to match invoices to signed SOWs quickly.

Frequently asked questions and quick solutions

Answers to common questions encountered when completing, signing, or storing the Business Services Colliers packet.


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