Scope of Work
Describe services, deliverables, milestones, acceptance criteria, and any excluded tasks. Attach a detailed statement of work for complex or phased engagements to avoid scope disputes.
Using a consistent Business Services FBA BSP clarifies responsibilities, reduces negotiation cycles, and records compliance terms. A clear template helps prevent misunderstandings about deliverables, timelines, and payment while supporting legally recognized electronic signatures under ESIGN and state UETA rules.
Legal, procurement, operations, and account teams commonly use this form to set service expectations, responsibilities, and approval authority.
Tailor signatory lines and approval routing to match each organization’s internal delegation of authority and vendor onboarding controls.
Describe services, deliverables, milestones, acceptance criteria, and any excluded tasks. Attach a detailed statement of work for complex or phased engagements to avoid scope disputes.
Specify fee structure, billing schedule, invoicing instructions, late payment remedies, taxes, and expense reimbursement. Include currency and payment method details. Also include change-order pricing and dispute procedures for billing.
List regulatory obligations, data-protection requirements, recordkeeping, and any required addenda such as HIPAA BAA. State which party is responsible for regulatory filings and audits, and include vendor certifications where applicable.
Define liability caps, consequential-damage exclusions, indemnity scope, insurance minimums, and allocation of risk for third-party claims and data breaches, and specify required proof of coverage and policy renewal timing.
State contract length, renewal mechanics, notice periods, cure periods for breach, and wind-down obligations including final deliverables, payment reconciliations, and return or destruction of confidential data.
Include signature blocks for each party with printed name, title, date, and authorized signatory details. Note whether electronic signatures are acceptable and whether notarization or witnessing is required.
| Field | Configuration |
|---|---|
| Signer Order | Sequential — specify signer order and signing deadlines. |
| Authentication | Email link plus optional SMS code or KBA. |
| Field Types | Signature, initials, date, text, attachments. |
| Notifications | Email notifications at each completion step. |
Technical and format requirements for electronic completion, signature, and long-term storage vary by vendor and enterprise policy.