Can this form be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and state UETA laws when intent, consent, attribution, and record retention requirements are satisfied.

When is a BAA required?

A BAA is required when the HEH involves sharing protected health information. Include a signed HIPAA BAA and confirm vendor controls before exchanging PHI.

What authentication should be used?

Use authentication appropriate to risk: email or SMS for low-risk transactions; stronger methods or KBA for higher-risk or regulated workflows to strengthen attribution.

How do I correct an executed HEH?

Corrections require an amendment or a replacement executed by authorized signers. Do not alter an executed record without a signed amendment to avoid disputes.

Is notarization always required?

Notarization is required only where statutory or internal policy mandates it; verify state-specific requirements for deeds, powers of attorney, or other formal instruments.

How long should signed HEHs be retained?

Retention varies by purpose: tax records three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and industry rules may require longer retention.

Business Services HEH

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BUSINESS SERVICES HEH

This Business Services Agreement (the Agreement) is made effective as of by and between Service Provider Name: (the "Service Provider") and Client Name: (the "Client").

WHEREAS

WHEREAS, the Service Provider is engaged in the business of providing professional business services, including advisory, implementation, and operational support; and

WHEREAS, the Client desires to engage the Service Provider to perform certain services described herein, and the Service Provider is willing to perform such services under the terms and conditions set forth in this Agreement.

NOW, THEREFORE, in consideration of the mutual covenants and promises contained herein, the parties agree as follows:

1. Scope of Work

The Service Provider shall perform the services described below for the Client. The services shall be performed in a professional manner consistent with industry standards.

Description of Services

2. Payment Terms

In consideration of the services rendered, the Client shall pay the Service Provider as set forth below. All fees are payable in U.S. dollars unless otherwise agreed in writing.

Total Compensation

Payment Schedule

Payment Method

Late Payment

Any undisputed amount not paid within days of the invoice due date shall accrue interest at the rate of percent per month (or the maximum permitted by law, if lower). In addition, the Service Provider may suspend performance of services for nonpayment after providing written notice as required in this Agreement.

3. Term and Termination

This Agreement shall commence on Start Date: and shall continue until End Date: unless earlier terminated in accordance with this Section.

Either party may terminate this Agreement for convenience upon providing the other party with written notice not less than days prior to the effective date of termination. Either party may also terminate this Agreement immediately for material breach by the other party if such breach is not cured within thirty (30) days after receipt of written notice specifying the breach.

4. Confidentiality

For purposes of this Agreement, Confidential Information means any non-public information disclosed by one party to the other, whether oral, written, graphic, or electronic, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure.

The receiving party shall: (a) hold the disclosing party's Confidential Information in strict confidence; (b) use the Confidential Information solely to perform its obligations or exercise its rights under this Agreement; and (c) not disclose Confidential Information to any third party except as expressly permitted in this Agreement. The obligations in this Section shall continue for years from the date of disclosure or for such longer period as required by applicable law with respect to personally identifiable information.

Confidential Information does not include information that: (i) is or becomes generally known to the public through no fault of the receiving party; (ii) was in the receiving party's possession prior to receipt from the disclosing party; (iii) is rightfully received by the receiving party from a third party without restriction; or (iv) is independently developed by the receiving party without use of or reference to the disclosing party's Confidential Information. Where disclosure is compelled by law or order, the receiving party shall give prompt notice to the disclosing party and cooperate, at the disclosing party's expense, in any lawful effort to limit or contest the disclosure.

5. Independent Contractor; Insurance

The Service Provider is an independent contractor and not an employee, partner, or agent of the Client. The Service Provider shall be solely responsible for all taxes, withholdings, insurance, and other obligations imposed on it by law. The Service Provider shall maintain adequate insurance coverage as required by industry standards and shall provide certificates of insurance upon request.

6. Limitation of Liability

Except for liability arising from gross negligence or willful misconduct, in no event shall either party be liable to the other for indirect, incidental, special, consequential, or punitive damages, including lost profits. The aggregate liability of either party for any claim arising under this Agreement shall not exceed the total fees paid by the Client to the Service Provider under this Agreement in the twelve (12) months preceding the claim.

7. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to principles of conflict of laws. The parties submit to the exclusive jurisdiction of the state and federal courts located within that State for any disputes arising under this Agreement.

8. Entire Agreement; Amendments

This Agreement, including any exhibits or attachments executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether written or oral. No amendment or modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both parties.

9. Notices

All notices under this Agreement shall be in writing and shall be delivered by hand, overnight courier, or certified mail to the addresses below or to such other addresses as the parties may designate in writing.

Service Provider Address

Service Provider Contact

Client Address

Client Contact

Execution

The individuals signing below represent and warrant that they are authorized to bind the respective parties to this Agreement.

Service Provider:

By:

Date:

Client:

By:

Date:

What the Business Services HEH is and when it applies

The Business Services HEH is a standardized engagement and authorization document used to record the parties, scope of services, deliverables, fees, schedule, and signature authorizations for a business services arrangement. It formalizes responsibilities and payment terms, creates a single reference for invoicing and compliance, and is commonly used by procurement, vendor management, legal, and finance teams. The form is suitable for in-person or electronic completion; when signed electronically it must meet the ESIGN Act and applicable state UETA or ESRA requirements to be legally enforceable.

Why a clear Business Services HEH matters for organizations

A precise HEH reduces disputes, documents authorization, and supports timely payment while preserving enforceability under the ESIGN Act (15 U.S.C. §7001) and state UETA rules. It also helps with audit readiness, consistent procurement controls, and consistent record retention for regulatory purposes.

Who typically completes and signs this form

The Business Services HEH is completed by operational stakeholders who manage vendor relationships and by authorized signatories who bind the organization.

Procurement and sourcing managers who approve vendor scope and budgets.
Accounts payable / finance staff responsible for invoicing and tax reporting.
Legal or contract administrators who ensure terms, confidentiality, and governing law are correct.

Keep a signed copy with contract records and ensure the signer has delegated authority to avoid later challenges to validity.

Core elements every professional Business Services HEH should include

A complete HEH groups related terms into consistent sections so internal reviewers and external vendors can confirm obligations quickly and use the same document for audits and reporting.

Parties

Full legal names of each entity, including DBA if applicable, with mailing address and contact person details to establish the contracting bodies and service contacts.

Scope of Services

Concise description of tasks, deliverables, milestones, acceptance criteria, and any excluded items so both parties understand performance expectations and handoff points.

Compensation

Pricing model, rates, invoicing schedule, late fee terms, and expense reimbursement rules to reduce payment disputes and enable accurate financial tracking.

Term and Termination

Effective date, renewal terms, notice periods, and termination rights including cure periods and obligations on termination to clarify contract lifecycle.

Confidentiality

Data protection, confidentiality obligations, permitted disclosures, and any HIPAA or privacy addenda where protected health information or sensitive data are exchanged.

Execution

Signature blocks with printed name, title, date, and a statement confirming delegated signing authority; notarization or witness fields where state law or internal policy requires them.

Step-by-step: filling out a Business Services HEH

Complete fields in order to reduce rework and ensure internal approvals are aligned before signature.

01

Prepare information: Collect party names, EINs, addresses, and SOW attachments before starting.
02

Enter terms: Populate scope, fees, payment schedule, and termination clauses accurately.
03

Review internally: Send to legal, procurement, and finance for role-based review and approvals.
04

Execute: Obtain required signatures and record execution date with an audit trail.

Configuring an online workflow for the HEH

Set up a repeatable workflow with authentication, signature placement, and notifications to ensure consistent processing.

Field	Configuration
Authentication Method	Email link or SMS code for signer verification
Signature Type	Choose electronic signature or PKI-based digital signature
Conditional Fields	Show fields only when specific options are selected
Notifications	Enable reminder emails and completion receipts

Where to send the completed HEH and how the routing works

Determine final destinations and routing rules to ensure correct filing, accounting, and vendor records.

To Vendor: Provide executed copy to the vendor contact for their records
To Finance: Send invoice and signed HEH to accounts payable for payment processing
To Legal: Route a redacted copy to legal for contract repository
To Document Store: Archive final copy in contract management or cloud storage

Technical requirements for eSubmission and distribution

Use standard document formats and known integrations so signed HEHs are accessible across business systems.

Formats: PDF, DOCX, and fillable PDF supported
Integrations: Connect with Salesforce, NetSuite, Microsoft 365, Google Workspace
Security: TLS 1.2/1.3 and AES‑256 encryption

Typical timelines and processing expectations

Set clear internal deadlines to avoid payment delays and compliance risks; communicate expected turnaround to external signers.

Requested Return:

Ask for signed HEH within 7 business days of sending

Internal Review:

Allow 3–5 business days for legal and finance review

Tax Reporting:

Provide W-9 upon request to comply with IRS reporting

I-9 Retention:

I-9 records retained per 8 CFR §274a.2 timelines

Contract Archive:

Archive executed HEH immediately for audit readiness

Common mistakes to avoid when preparing the HEH

Submitting incomplete tax information which can trigger backup withholding and delay payments.
Failing to confirm signer authority, leading to challenges of enforceability or repudiation.
Missing required witness or notarization where state law or internal policy requires it.
Using ambiguous scope language that creates disputes about deliverables and acceptance criteria.

Penalties and legal risks from errors or omissions

1099 Late (≤30d): $60 per form (IRC §6721)

1099 Late (>Aug): $330 per form (IRC §6721)

Intentional Disregard: $660+ per form (no cap)

I-9 Paperwork: $281–$2,789 per violation

Backup Withholding: 24% withholding rate

Unauthorized Signer: Contract voidable or litigated

Real-world examples showing common HEH uses

These abbreviated case summaries show how organizations apply an HEH in everyday workflows.

Martin Properties — Lease Services

A regional property manager standardized vendor work orders into a single HEH to reduce processing time.

Reduced turnaround by consolidating terms.
The team reported that processing and execution were completed online with compliant signatures, enabling consistent tracking and faster vendor onboarding while preserving audit records.

Fertility Centers of Illinois — Patient-Facing Services

A healthcare provider attached a HIPAA addendum to each vendor HEH to protect PHI.

Ensured BAAs were signed.
The organization retained executed HEHs and BAAs in a secure repository, meeting HIPAA retention requirements and simplifying compliance audits.

eSignature vendor comparison for signing and delivering Business Services HEH

Comparison focuses on starting price, trial availability, bulk send, audit trail, HIPAA compliance, and envelope limits to help assess eSignature options for the HEH workflow.

	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	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	Yes
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No envelope cap	100 envelopes/user/year limit	Varies by plan	Varies by plan	Varies by plan

Frequently asked questions about the Business Services HEH

Answers focus on common legal, technical, and operational questions that arise when completing or eSigning a Business Services HEH.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and state UETA laws when intent, consent, attribution, and record retention requirements are satisfied.
When is a BAA required?
A BAA is required when the HEH involves sharing protected health information. Include a signed HIPAA BAA and confirm vendor controls before exchanging PHI.
What authentication should be used?
Use authentication appropriate to risk: email or SMS for low-risk transactions; stronger methods or KBA for higher-risk or regulated workflows to strengthen attribution.
How do I correct an executed HEH?
Corrections require an amendment or a replacement executed by authorized signers. Do not alter an executed record without a signed amendment to avoid disputes.
Is notarization always required?
Notarization is required only where statutory or internal policy mandates it; verify state-specific requirements for deeds, powers of attorney, or other formal instruments.
How long should signed HEHs be retained?
Retention varies by purpose: tax records three years (IRC §6501(a)), HIPAA six years (45 CFR §164.530(j)), and industry rules may require longer retention.

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